National Commercial Banks - Largest Owners in this Industry

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

Investor Number of Known Investments
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 928
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 915
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 903
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 887
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 872
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 863
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 862
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 837
UBS Group AG 777
Proequities, Inc. 774
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 757
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 746
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 742
Susquehanna International Group, Llp 728
Citadel Advisors Llc 717
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 717
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 710
Jane Street Group, Llc 700
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 698
Morgan Stanley 688
Royal Bank Of Canada 678
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 676
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 669
Advisor Group Holdings, Inc. 641
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 623
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 617
Bank Of America Corp /de/ 616
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 603
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 598
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 595
Wells Fargo & Company/mn 591
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 585
LPL Financial LLC 568
Jpmorgan Chase & Co 567
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 562
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 560
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 556
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 554
IFP Advisors, Inc 552
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 547
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 547
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 544
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 542
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 541
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 539
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 538
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 534
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 533
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 526
Envestnet Asset Management Inc 521
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 519
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 516
Fmr Llc 514
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 514
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 511
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 507
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 506
Pnc Financial Services Group, Inc. 505
Goldman Sachs Group Inc 504
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 501
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 492
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 485
Cambridge Investment Research Advisors, Inc. 481
Commonwealth Equity Services, Llc 467
Cwm, Llc 466
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 462
Steward Partners Investment Advisory, Llc 462
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 459
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 459
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 456
Six Circles Trust - Six Circles Global Bond Fund 453
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 453
Raymond James Financial Inc 451
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 450
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 449
NOBOX - Northern Funds - Northern Bond Index Fund 446
Raymond James Financial Services Advisors, Inc. 446
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 444
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 443
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 440
Bank Of Montreal /can/ 439
MASTER BOND LLC - Master Total Return Portfolio 436
Raymond James & Associates 436
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 435
Tower Research Capital LLC (TRC) 433
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 433
Ladenburg Thalmann Financial Services Inc 433
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 429
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 428
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 426
GWM Advisors LLC 420
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 416
Old Mission Capital Llc 415
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 415
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 414
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 411
Ameriprise Financial Inc 408
Harbour Investments, Inc. 405
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 404
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 404
Advisor Group, Inc. 403
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 402
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 400
Cetera Investment Advisers 400
Northwestern Mutual Wealth Management Co 399
Janney Montgomery Scott LLC 396
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 396
BlackRock, Inc. 395
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 395
Advisory Services Network, LLC 391
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 391
Citigroup Inc 391
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 381
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 381
Cetera Advisor Networks LLC 380
Stifel Financial Corp 380
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 378
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 378
HighTower Advisors, LLC 377
Us Bancorp \de\ 375
Kestra Advisory Services, LLC 372
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 364
Private Advisor Group, LLC 363
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 361
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 360
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 359
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 353
Creative Planning 353
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 352
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 349
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 348
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 348
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 347
Mml Investors Services, Llc 345
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 345
AE Wealth Management LLC 344
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 341
Truist Financial Corp 341
Cetera Advisors LLC 340
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 340
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 339
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 337
Geneos Wealth Management Inc. 337
Global Retirement Partners, LLC 337
Farther Finance Advisors, LLC 335
American Portfolios Advisors 334
Comerica Bank 334
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 334
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 333
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 332
JNL SERIES TRUST - JNL Bond Index Fund (I) 331
Allworth Financial LP 330
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 330
Captrust Financial Advisors 330
Barclays Plc 329
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 327
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 327
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 326
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 326
Flow Traders U.s. Llc 325
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 323
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 323
Rockefeller Capital Management L.P. 322
Principal Securities, Inc. 319
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 318
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 316
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 315
Mariner, LLC 315
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 310
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 310
Kcg Holdings, Inc. 307
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 307
Deutsche Bank Ag\ 307
Stratos Wealth Partners, LTD. 305
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 305
STFBX - Advisers Investment Trust - State Farm Balanced Fund 303
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 303
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 302
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 301
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 299
Benjamin F. Edwards & Company, Inc. 299
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 298
Ameritas Advisory Services, LLC 297
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 297
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 295
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 295
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 293
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 293
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 292
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 291
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 290
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 290
NEXT Financial Group, Inc 289
American International Group, Inc. 289
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 289
Bank of New York Mellon Corp 288
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 288
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 288
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 287
Assetmark, Inc 287
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 286
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 285
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 285
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 284
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 284
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 283
Avantax Advisory Services, Inc. 283
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 282
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 282
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 278
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 278
Belpointe Asset Management LLC 277
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 275
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 275
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 275
Hrt Financial Lp 274
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 274
Fifth Third Bancorp 274
CoreCap Advisors, LLC 273
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 272
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 272
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 272
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 271
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 269
Wealth Enhancement Advisory Services, Llc 269
Money Concepts Capital Corp 269
Atria Wealth Solutions, Inc. 268
Sigma Planning Corp 267
MetLife Securities, Inc 265
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 264
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 264
AdvisorNet Financial, Inc 264
Virtu Financial LLC 264
Ubs Ag 264
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 263
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 263
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 262
Atria Investments Llc 262
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 261
Private Trust Co Na 260
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 260
BRACX - Blackrock Allocation Target Shares - Bats Series C 259
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 259
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 259
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 259
Spire Wealth Management 259
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 258
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 258
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 257
Parallel Advisors, LLC 257
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 257
Two Sigma Securities, Llc 257
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 257
SG Americas Securities, LLC 256
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 255
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 255
Huntington National Bank 255
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 253
Manufacturers Life Insurance Company, The 253
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 253
Orion Portfolio Solutions, LLC 252
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 250
National Asset Management, Inc. 250
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 250
Signaturefd, Llc 249
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 249
Sowell Financial Services LLC 248
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 247
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 246
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 245
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 243
Brookstone Capital Management 242
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 242
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 242
Creative Financial Designs Inc /adv 241
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 241
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 240
Sunbelt Securities, Inc. 240
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 238
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 237
First Allied Advisory Services, Inc. 237
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 237
International Assets Investment Management, Llc 236
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 236
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 233
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 232
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 231
Parallax Volatility Advisers, L.P. 231
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 231
Brinker Capital Investments, LLC 231
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 230
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 229
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 229
Capital Investment Advisory Services, LLC 229
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 228
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 227
Invesco Bond Fund 227
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 227
D.a. Davidson & Co. 227
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 227
Jones Financial Companies Lllp 227
Bessemer Group Inc 227
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 226
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 226
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 226
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 226
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 225
Sonora Investment Management, LLC 225
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 225
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 225
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 225
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 225
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 225
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 224
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 222
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 222
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 221
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 220
Wolverine Trading, Llc 220
Gradient Investments LLC 219
Credit Suisse Ag/ 219
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 219
Prospera Financial Services Inc 219
Thrivent Financial For Lutherans 218
Larson Financial Group LLC 218
Centaurus Financial, Inc. 218
RCTRX - Advisor Managed Portfolios - Regan Total Return Income Fund Investor Class 218
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 218
MAI Capital Management 218
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 217
Resources Investment Advisors, LLC. 217
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 216
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 216
Ameritas Investment Corp 215
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 214
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 214
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 214
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 214
Nbc Securities, Inc. 214
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 213
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 212
Integrated Wealth Concepts LLC 212
SRS Capital Advisors, Inc. 211
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 211
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 210
Snowden Capital Advisors LLC 210
CIBC Private Wealth Group, LLC 210
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 210
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 210
Capital Analysts, Inc. 210
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 209
Patriot Financial Group Insurance Agency, LLC 209
Renaissance Technologies Llc 208
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 208
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 207
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 207
Invesco Ltd. 207
Ameritas Investment Partners, Inc. 207
Mercer Global Advisors Inc /adv 207
Northern Trust Corp 206
Advanced Series Trust - Ast Advanced Strategies Portfolio 206
First Horizon Advisors, Inc. 206
Lincoln National Corp 205
Baird Financial Group, Inc. 204
Sei Investments Co 204
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 203
Arkadios Wealth Advisors 203
Bnp Paribas Arbitrage, Sa 203
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 202
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 201
United Capital Financial Advisers, Llc 201
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 201
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 200
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 200
EverSource Wealth Advisors, LLC 200
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 200
Millennium Management Llc 199
Sanctuary Advisors, LLC 199
Financial Advocates Investment Management 199
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 198
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 198
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 198
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 197
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 197
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 197
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 197
Kestra Private Wealth Services, Llc 197
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 196
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 196
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 196
Simplex Trading, Llc 196
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 196
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 195
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 195
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 195
Gts Securities Llc 194
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 194
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 193
Blair William & Co/il 193
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 193
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 193
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 192
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 192
Koshinski Asset Management, Inc. 192
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 192
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 191
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 191
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 191
Qube Research & Technologies Ltd 190
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 190
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 190
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 190
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 189
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 189
Parametric Portfolio Associates Llc 189
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 189
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 189
Commonwealth Equity Services, Inc 188
Change Path, LLC 188
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 188
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 188
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 188
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 188
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 187
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 187
Cary Street Partner Investment Advisory Llc 187
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 187
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 187
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 186
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 186
ACSKX - American Century Investment Trust - Short Duration Fund C Class 186
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 186
First Trust Advisors Lp 186
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 186
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 185
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 185
Oppenheimer & Co Inc 185
Wealthcare Advisory Partners LLC 185
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 184
Mutual Advisors, LLC 184
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 184
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 184
Alliancebernstein L.p. 184
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 184
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 184
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 183
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 182
Kingsview Wealth Management, LLC 182
Carroll Financial Associates, Inc. 182
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 182
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 182
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 181
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 181
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 181
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 181
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 180
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 180
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 180
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 180
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 179
We Are One Seven, LLC 179
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 179
StoneX Group Inc. 178
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 178
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 178
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 178
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 177
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 177
Coldstream Capital Management Inc 177
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 177
Two Sigma Investments, Lp 176
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 176
J.w. Cole Advisors, Inc. 176
BTIAX - Northern Funds - Northern U.s.treasury Index Fund Northern U.s. Treasury Index Fund 176
Glenmede Trust Co Na 176
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 176
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 176
Aptus Capital Advisors, LLC 176
Cerity Partners LLC 176
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 176
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 175
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 175
Strategic Blueprint, LLC 175
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 175
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 175
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 175
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 174
IHT Wealth Management, LLC 174
RCTRX - Trust for Advised Portfolios - Regan Total Return Income Fund Investor Class 173
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 173
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 173
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 173
Ronald Blue Trust, Inc. 173
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 173
LUTAX - COLUMBIA FUNDS SERIES TRUST I - Columbia U.S. Treasury Index Fund Class A 173
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 172
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 171
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 171
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 171
Stephens Inc /ar/ 171
RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares 170
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 170
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 170
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 170
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 170
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 170
Victory Capital Management Inc 169
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 169
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 169
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 169
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 169
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 169
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 169
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 168
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 168
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 168
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 168
O'shaughnessy Asset Management, Llc 168
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 168
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF 167
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 167
Equitable Holdings, Inc. 167
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 167
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 166
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 166
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 165
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 165
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 165
Sawtooth Solutions, LLC 165
Franklin Resources Inc 164
HCUSX - HC CAPITAL TRUST - The U.S. Government Fixed Income Securities Portfolio HC Strategic Shares 164
Charles Schwab Investment Management Inc 164
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 164
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 164
Aqr Capital Management Llc 164
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 164
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 164
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 163
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 163
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 162
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 162
WealthPLAN Partners, LLC 162
Geode Capital Management, Llc 162
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 162
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 161
BlackRock Investment Management, LLC 161
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 161
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 161
Sofos Investments, Inc. 161
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 160
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 159
Flagship Harbor Advisors, Llc 159
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 158
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 158
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 158
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 158
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 158
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 158
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 158
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 157
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 157
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 157
Massmutual Trust Co Fsb/adv 157
Bb&t Securities, Llc 157
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 157
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 157
Russell Investments Group, Ltd. 156
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 156
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 156
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 156
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 156
CENTRAL TRUST Co 156
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 155
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 155
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 155
Ancora Advisors, LLC 155
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 155
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 155
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 155
Core Bond Portfolio - Core Bond Portfolio 155
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 155
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 154
Cornerstone Planning Group LLC 154
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 154
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 154
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 154
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 154
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 153
Vanguard Group Inc 153
Colony Group, LLC 153
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 153
State Street Corp 152
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 152
Asset Dedication, LLC 152
Csenge Advisory Group 152
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 152
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 151
Tucker Asset Management Llc 151
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 151
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 151
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 151
Envestnet Portfolio Solutions, Inc. 151
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 151
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 151
Hartland & Co., LLC 150
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 150
JASVX - James Alpha Funds Trust - James Alpha Structured Credit Value Fund Class A 150
ORG Partners LLC 150
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 150
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 150
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 150
Sound Income Strategies, LLC 150
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 149
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 149
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 149
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 149
New York State Common Retirement Fund 148
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 148
GeoWealth Management, LLC 148
National Bank Of Canada /fi/ 148
Beacon Pointe Advisors, LLC 148
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 148
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 148
FUTBX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Treasury Bond Index Fund 147
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 147
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 147
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 147
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 147
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 147
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 147
Townsquare Capital Llc 147
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 147
Wedbush Securities Inc 146
Independent Advisor Alliance 146
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 146
BRASX - Blackrock Allocation Target Shares - Bats Series S 146
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 145
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 145
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 145
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 145
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 145
Managed Account Advisors Llc 145
Rhumbline Advisers 145
Brown Brothers Harriman & Co 145
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 145
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 144
PIMCO FUNDS - PIMCO Short Asset Portfolio 144
Jaffetilchin Investment Partners, LLC 144
Ashton Thomas Private Wealth, LLC 144
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 144
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 144
Dimensional Fund Advisors Lp 144
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 144
Synovus Financial Corp 144
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 143
Benjamin Edwards Inc 143
DHJJ Financial Advisors, Ltd. 143
BlackRock ETF Trust II - BlackRock Total Return ETF 143
First Heartland Consultants, Inc. 143
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 143
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 143
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 143
Federation des caisses Desjardins du Quebec 142
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 142
Highlander Capital Management, LLC 142
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 142
GAMMA Investing LLC 142
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 141
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 141
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 141
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 141
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 141
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 141
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 141
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 140
Prudential Financial Inc 140
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 140
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 140
Ground Swell Capital, LLC 140
SILVER OAK SECURITIES, Inc 140
Prelude Capital Management, Llc 140
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 140
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 140
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 140
VCBDX - VALIC Co I - Core Bond Fund 140
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 140
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 139
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 139
GOVT - iSHARES TRUST - iShares U.S. Treasury Bond ETF 139
National Planning Corp 139
FinTrust Capital Advisors, LLC 139
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 139
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 139
Meeder Asset Management Inc 139
EIXIX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Income Strategy Fund Class I 138
Ausdal Financial Partners, Inc. 138
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 138
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 138
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 138
Six Circles Trust - Six Circles Credit Opportunities Fund 138
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 138
Ubs Asset Management Americas Inc 138
BLACKROCK FUNDS - iShares U.S. Intermediate Government Bond Index Fund 138
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 137
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 137
RFG Advisory, LLC 137
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 137
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 137
Parkside Financial Bank & Trust 137
PIMCO FUNDS - PIMCO ABS and Short-Term Investments Portfolio 137
D. E. Shaw & Co., Inc. 137
Valeo Financial Advisors, LLC 137
Wellington Management Group Llp 137
Cohen & Steers Select Preferred & Income Fund, Inc. 137
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 137
Rehmann Capital Advisory Group 137
Regions Financial Corp 137
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 137
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 137
Cornerstone Wealth Management, LLC 137
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 136
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 136
California Public Employees Retirement System 135
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 135
GPS Wealth Strategies Group, LLC 135
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 135
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 135
Park Avenue Securities Llc 134
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 134
Seacrest Wealth Management, Llc 134
Merit Financial Group, LLC 134
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 134
California State Teachers Retirement System 134
Golden State Wealth Management, LLC 134
Apollon Wealth Management, LLC 133
CI Private Wealth, LLC 133
WFG Advisors, LP 133
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 133
Panagora Asset Management Inc 133
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 133
Cohen & Steers Reit & Preferred Income Fund Inc 133
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 133
Legal & General Group Plc 132
VFISX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Treasury Fund Investor Shares 132
Regal Investment Advisors LLC 132
John Hancock Income Securities Trust 132
Cresset Asset Management, LLC 132
Quadrant Capital Group Llc 132
Securian Funds Trust - SFT Core Bond Fund Class 1 131
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 131
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 131
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 131
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 131
Pimco Dynamic Income Fund 131
VCAAX - VALIC Co I - Asset Allocation Fund 130
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 130
M&t Bank Corp 130
SPTS - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Treasury ETF 130
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 130
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 130
BlackRock Fund Advisors 130
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 130
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 130
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 129
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 129
MUFG Americas Holdings Corp 129
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 129
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 129
Coppell Advisory Solutions LLC 129
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 129
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 129
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 129
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 129
Capital Asset Advisory Services LLC 128
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 128
Guggenheim Capital Llc 128
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 128
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 128
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 128
Coastal Investment Advisors, Inc. 128
Janney Capital Management LLC 128
SCHO - SCHWAB STRATEGIC TRUST - Schwab Short-Term U.S. Treasury ETF 128
Marshall Wace, Llp 128
Tcw Strategic Income Fund Inc 128
Eaton Vance Management 128
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 128
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 128
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 127
FDx Advisors, Inc. 127
Lido Advisors, LLC 127
First Manhattan Co 127
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 127
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 127
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 127
Foundations Investment Advisors, LLC 127
TCI Wealth Advisors, Inc. 126
Bridgeway Capital Management Inc 126
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 126
Hsbc Holdings Plc 126
VSBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Treasury Index Fund Admiral Shares 126
Sterling Capital Management LLC 126
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 126
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 126
Federated Hermes, Inc. 126
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 126
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 126
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 126
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 125
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 125
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 125
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 125
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 125
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 125
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 125
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 125
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 125
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 125
Price T Rowe Associates Inc /md/ 124
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 124
Archer Investment Corp 124
Allianz Asset Management GmbH 124
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 124
AMUSX - AMERICAN FUNDS INCOME SERIES - U.S. Government Securities Fund Class A 124
BlackRock Institutional Trust Company, N.A. 124
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 124
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 124
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 124
Moors & Cabot, Inc. 124
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 124
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 124
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 124
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 124
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 124
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 124
Plante Moran Financial Advisors, LLC 123
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 123
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 123
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 123
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 123
Great West Life Assurance Co /can/ 123
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 123
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 123
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 122
Glassman Wealth Services 122
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 122
Newbridge Financial Services Group, Inc. 122
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 122
Farmers & Merchants Investments Inc 122
Stratos Wealth Advisors, LLC 122
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 122
TRANSAMERICA FUNDS - Transamerica Core Bond I2 122
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 122
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 122
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 122
Nuveen Asset Management, LLC 121
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 121
Sandy Spring Bank 121
DAVENPORT & Co LLC 121
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 121
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 121
EP Wealth Advisors, Inc. 121
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 121
SPTB - SPDR SERIES TRUST - SPDR Portfolio Treasury ETF 121
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 121
Two Sigma Advisers, Lp 120
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 120
Wiley Bros.-aintree Capital, Llc 120
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 120
Acadian Asset Management Llc 120
EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA 120
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 120
Lindbrook Capital, Llc 120
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 120
Umb Bank N A/mo 120
Penserra Capital Management LLC 120
Continuum Advisory, LLC 119
SFITX - Advisers Investment Trust - State Farm Interim Fund 119
Maltese Capital Management Llc 119
Bokf, Na 119
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 119
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 119
AlphaMark Advisors, LLC 119
Strs Ohio 119
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 119
First Republic Investment Management, Inc. 118
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 118
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 118
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 118
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 118
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 118
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 118
U.S. Capital Wealth Advisors, LLC 118
Dynamic Advisor Solutions LLC 118
SHY - iSHARES TRUST - iShares 1-3 Year Treasury Bond ETF 118
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 118
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 117
Verition Fund Management LLC 117
Private Capital Group, LLC 117
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 117
Whittier Trust Co 117
BlackRock Advisors LLC 117
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 117
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 117
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 117
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 117
Amalgamated Bank 116
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 116
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 116
FundVantage Trust - Verplanck Balanced Fund 116
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 116
PIMCO FUNDS - PIMCO Sector Fund Series - I 116
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 116
Nuveen Preferred & Income Opportunities Fund 116
Advisor Resource Council 116
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 115
PIMCO FUNDS - PIMCO Low Duration Portfolio 115
Wealthsource Partners, Llc 115
Gsa Capital Partners Llp 115
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 115
FHNFX - FIDELITY INCOME FUND /MA/ - Fidelity Series Government Bond Index Fund 115
Squarepoint Ops LLC 115
Vanguard Index Funds 115
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 115
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 115
Emerald Investment Partners, Llc 115
Proficio Capital Partners LLC 115
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 115
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 115
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 114
FUMBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Treasury Bond Index Fund 114
Metropolitan Life Insurance Co/ny 114
VDAFX - VALIC Co I - Dynamic Allocation Fund 114
Brown Advisory Inc 114
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 114
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 114
Smartleaf Asset Management LLC 114
IFG Advisory, LLC 114
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 114
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 114
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 114
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 114
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 114
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 114
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 114
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 114
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 114
Gladstone Institutional Advisory LLC 113
Nationwide Fund Advisors 113
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 113
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 113
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 113
Jane Street Holding, LLC 113
CIBC World Markets Inc. 113
Teachers Advisors, Llc 113
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 113
Trexquant Investment LP 113
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 113
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 113
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 113
Tiaa Cref Investment Management Llc 113
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 113
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 113
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 113
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 113
NOSGX - Northern Funds - Northern Small Cap Value Fund 112
Raymond James Trust N.a. 112
Pensionmark Financial Group, Llc 112
Suntrust Banks Inc 112
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 112
Bogart Wealth, LLC 112
Tradition Wealth Management, LLC 112
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 112
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 111
Balyasny Asset Management Llc 111
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 111
American Century Companies Inc 111
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 111
Trustcore Financial Services, Llc 111
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 111
Jefferies Group LLC 111
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 111
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 111
Rothschild Investment Llc 111
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 111
GGBFX - GuideStone Funds - Global Bond Fund Investor 111
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 111
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 110
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 110
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 110
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 110
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 110
Bartlett & Co. LLC 110
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 110
Paloma Partners Management Co 110
Axxcess Wealth Management, Llc 110
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 110
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 109
Perigon Wealth Management, LLC 109
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 109
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 109
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 109
OMBIX - JPMORGAN TRUST II - JPMorgan Mortgage-Backed Securities Fund Class I 109
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 109
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 109
Nations Financial Group Inc, /ia/ /adv 109
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 109
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 109
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 108
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 108
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 108
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 108
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 108
Great Valley Advisor Group, Inc. 108
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 108
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 108
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 108
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 108
Eqis Capital Management, Inc. 108
Howe & Rusling Inc 108
Jacobi Capital Management LLC 108
Calton & Associates, Inc. 108
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 108
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 108
Cutler Group LP 108
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 107
Focus Financial Network, Inc. 107
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 107
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 107
PFFD - Global X Funds - Global X U.S. Preferred ETF 107
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 107
Nomura Holdings Inc 107
NOCBX - Northern Funds - Northern Core Bond Fund 107
Voya Investment Management Llc 107
Arrowstreet Capital, Limited Partnership 107
FNY Investment Advisers, LLC 107
CFICX - CALVERT FUND - Calvert Income Fund Class A 107
Macquarie Group Ltd 106
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 106
Harbor Investment Advisory, Llc 106
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 106
Cubist Systematic Strategies, LLC 106
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 106
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 106
Versant Capital Management, Inc 106
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 106
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 106
Nisa Investment Advisors, Llc 106
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 106
Wealthspire Advisors, L.P. 106
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 106
Bartlett & Co. Wealth Management Llc 106
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 105
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 105
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 105
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 105
Advisory Alpha, LLC 105
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 105
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 105
Quadrature Capital Ltd 105
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 105
Kovack Advisors, Inc. 105
Principal Funds Inc 105
Colony Group Llc 105
Chicago Partners Investment Group LLC 105
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 105
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 104
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 104
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 104
Lazard Asset Management Llc 104
First Trust Intermediate Duration Preferred & Income Fund 104
Weaver Consulting Group 104
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 104
RMB Capital Management, LLC 104
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 104
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 104
Nuveen Multi-Asset Income Fund 104
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 104
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 104
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 104
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 104
Valley National Advisers Inc 104
Boothbay Fund Management, Llc 104
BWX - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Treasury Bond ETF 104
Hilltop Holdings Inc. 104
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 104
Principal Financial Group Inc 104
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 103
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 103
Wunderlich Securities, Inc. 103
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 103
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 103
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 103
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 103
Avantax Planning Partners, Inc. 103
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 103
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 103
Thurston, Springer, Miller, Herd & Titak, Inc. 103
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 103
Accel Wealth Management 103
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 103
Wagner Wealth Management, Llc 103
MetLife Investment Management, LLC 103
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 103
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 103
Cullen/frost Bankers, Inc. 103
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 102
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 102
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 102
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 102
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 102
Public Employees Retirement System Of Ohio 102
Tudor Investment Corp Et Al 102
Russell Frank Co/ 102
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 102
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional 102
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 102
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 102
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 102
First Trust Portfolios Lp 102
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 102
eCIO, Inc. 102
Concurrent Investment Advisors, LLC 102
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 102
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 102
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 102
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 102
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 102
Advisors Asset Management, Inc. 102
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 102
TD Waterhouse Canada Inc. 102
Householder Group Estate & Retirement Specialist, LLC 101
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 101
Winslow, Evans & Crocker, Inc. 101
Jfs Wealth Advisors, Llc 101
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 101
DPFAX - Northern Lights Fund Trust - Deer Park Total Return Credit Fund Class A 101
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 101
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 101
NewSquare Capital LLC 101
SOUTH STATE Corp 101
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 100
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 100
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 100
College Retirement Equities Fund 100
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 100
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 100
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 100
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 100
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 100
IGOV - iSHARES TRUST - iShares International Treasury Bond ETF 100
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 100
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 100
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 100
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 100
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 100
Wolverine Asset Management Llc 100
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 100
Nuveen Preferred & Income Securities Fund 100
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 99
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 99
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 99
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 99
M Holdings Securities, Inc. 99
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 99
Wilbanks Smith & Thomas Asset Management Llc 99
Western Wealth Management, LLC 99
Covestor Ltd 99
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 99
Warren Averett Asset Management, LLC 99
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 99
Toronto Dominion Bank 99
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 99
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 99
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 98
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 98
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 98
Signet Financial Management, Llc 98
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 98
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 98
Allspring Global Investments Holdings, LLC 98
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 98
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 98
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 98
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 98
EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB 98
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 98
Martingale Asset Management L P 98
Flaherty & Crumrine Preferred Securities Income Fund Inc 98
Mirae Asset Global Investments Co., Ltd. 98
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 98
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 98
CPSIX - Unified Series Trust - Fci Bond Fund 98
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 98
Blue Bell Private Wealth Management, Llc 98
Visionary Wealth Advisors 98
Financial Architects, Inc 98
Group One Trading, L.p. 98
Kennedy Capital Management, Inc. 97
Wbi Investments, Inc. 97
SCHR - SCHWAB STRATEGIC TRUST - Schwab Intermediate-Term U.S. Treasury ETF 97
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 97
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 97
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 97
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 97
Capital Advisors, Ltd. LLC 97
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 97
VSIGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Treasury Index Fund Admiral Shares 97
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 97
SPTI - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Treasury ETF 97
Tocqueville Asset Management L.p. 97
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 97
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 96
PFG Advisors 96
Zurcher Kantonalbank (Zurich Cantonalbank) 96
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 96
Verus Capital Partners, Llc 96
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 96
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 96
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 96
Flaherty & Crumrine Preferred Income Fund Inc 96
Twin Peaks Wealth Advisors, LLC 96
Glen Eagle Advisors, LLC 96
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 96
Main Street Group, LTD 96
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 96
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 96
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 96
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 95
Wood Tarver Financial Group, LLC 95
NOFIX - Northern Funds - Northern Fixed Income Fund 95
Stephens Consulting, LLC 95
Raleigh Capital Management Inc. 95
VFITX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Treasury Fund Investor Shares 95
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 95
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 95
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 95
Flaherty & Crumrine Total Return Fund Inc 95
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 95
SBI Securities Co., Ltd. 95
Savant Capital, LLC 95
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 95
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 95
PDT Partners, LLC 95
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 95
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional 95
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 95
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 95
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 95
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 95
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 95
Castleview Partners, Llc 95
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 95
SageView Advisory Group, LLC 95
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 94
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 94
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 94
Jacobs Levy Equity Management, Inc 94
Tiaa-cref Funds 94
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 94
BRYN MAWR TRUST Co 94
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 94
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 94
Trust Co Of Vermont 94
JNBA Financial Advisors 94
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 94
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 94
Venturi Wealth Management, LLC 94
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 94
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 94
Impact Partnership Wealth, LLC 94
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 94
ProShare Advisors LLC 94
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 94
Prime Capital Investment Advisors, LLC 94
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 94
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 94
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 94
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 94
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 93
Integrity Financial Corp /WA 93
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 93
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 93
State Farm Mutual Fund Trust 93
State Farm Variable Product Trust 93
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 93
BBSB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF 93
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 93
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 93
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 93
Banc Funds Co Llc 93
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 93
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 93
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 93
Ellevest, Inc. 93
Pinnacle Bancorp, Inc. 93
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 93
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 93
TGLMX - TCW FUNDS INC - TCW Total Return Bond Fund I Class 93
Valmark Advisers, Inc. 93
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 93
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 93
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 93
Janus Henderson Group Plc 92
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 92
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 92
XTWO - BondBloxx ETF Trust - BondBloxx Bloomberg Two Year Target Duration US Treasury ETF 92
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 92
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 92
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 92
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 92
PSI Advisors, LLC 92
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 92
State Board Of Administration Of Florida Retirement System 92
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 92
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 92
ICA Group Wealth Management, LLC 92
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 92
Piedmont Investment Advisors Llc 92
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 92
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 92
Mather Group, Llc. 91
Hantz Financial Services, Inc. 91
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 91
New England Securities Corp /MA/ 91
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 91
IWV - iSHARES TRUST - iShares Russell 3000 ETF 91
Sargent Bickham Lagudis LLC 91
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 91
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 91
Concert Wealth Management Inc. 91
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 91
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 91
ExodusPoint Capital Management, LP 91
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 91
Kovitz Investment Group Partners, LLC 91
Key FInancial Inc 91
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 91
Level Four Advisory Services, Llc 91
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 91
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 91
Karp Capital Management Corp 90
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 90
Gemmer Asset Management LLC 90
PRTIX - T. Rowe Price U.S. Treasury Funds, Inc. - U.S. Treasury Intermediate Fund 90
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 90
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 90
Lsv Asset Management 90
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 90
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 90
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 90
Nuveen Preferred & Income Term Fund 90
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 90
Founders Financial Alliance, LLC 90
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 90
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 90
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 90
Cape Investment Advisory, Inc. 90
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 90
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 89
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 89
Thoroughbred Financial Services, Llc 89
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 89
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 89
Creekmur Asset Management LLC 89
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 89
Engineers Gate Manager LP 89
Neuberger Berman Group LLC 89
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 89
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 89
BlackRock ETF Trust II - BlackRock Flexible Income ETF 89
Clear Creek Financial Management, LLC 89
IEI - iSHARES TRUST - iShares 3-7 Year Treasury Bond ETF 89
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 89
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 89
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 89
Vantagepoint Funds 89
Brandywine Global Investment Management, LLC 89
Sequoia Financial Advisors, LLC 89
Signature Estate & Investment Advisors Llc 89
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 89
Certified Advisory Corp 89
Financial Management Professionals, Inc. 89
Nuveen, LLC 89
EJF Capital LLC 88
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 88
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 88
Tfs Capital Investment Trust 88
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 88
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 88
MUB - iSHARES TRUST - iShares National Muni Bond ETF 88
Fisher Asset Management, LLC 88
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 88
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 88
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 88
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 88
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 88
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 88
XTX Topco Ltd 88
Pinnacle Wealth Planning Services, Inc. 88
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 88
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 88
DBLGX - DoubleLine Funds Trust - DoubleLine Global Bond Fund Class I 88
Sutton Wealth Advisors Inc. 88
Eudaimonia Partners, LLC 88
EPG Wealth Management LLC 88
Hancock Whitney Corp 88
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 88
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 88
Fieldpoint Private Securities, LLC 87
RidgeWorth Capital Management LLC 87
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 87
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 87
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 87
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 87
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 87
Cohen & Steers Infrastructure Fund Inc 87
Strategic Wealth Advisors Group, LLC 87
Great Lakes Advisors, Llc 87
State Of Wisconsin Investment Board 87
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 87
Walleye Capital LLC 87
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 87
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 87
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 87
Emerald Acquisition Ltd. 87
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 87
Pathstone Family Office, Llc 87
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 87
PENN SERIES FUNDS INC - International Equity Fund 87
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 87
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 87
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 87
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 87
Transamerica Financial Advisors, Inc. 87
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 87
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 87
Baker Avenue Asset Management, LP 86
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 86
Marshall Wace North America L.P. 86
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 86
Dynamic Technology Lab Private Ltd 86
Blackrock Core Bond Trust 86
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 86
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 86
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 86
Optimum Investment Advisors 86
John Hancock Financial Opportunities Fund 86
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 86
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 86
Advisors Preferred, LLC 86
Los Angeles Capital Management Llc 86
Transce3nd, LLC 86
Oppenheimer Etf Trust 86
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 86
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 86
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 86
World Equity Group, Inc. 86
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 86
Virtue Capital Management, LLC 86
Teacher Retirement System Of Texas 86
HBW Advisory Services LLC 86
Natixis 85
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 85
Alps Advisors Inc 85
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 85
Kestra Investment Management, LLC 85
Quantbot Technologies LP 85
JHGIX - JOHN HANCOCK BOND TRUST - John Hancock Government Income Fund Class A 85
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 85
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 85
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 85
Financial Network Wealth Advisors LLC 85
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 85
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 85
Basswood Capital Management, L.l.c. 85
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 85
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 85
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 85
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 85
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 85
North Star Investment Management Corp. 85
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 85
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 85
Total Clarity Wealth Management, Inc. 85
Aperio Group, LLC 85
Quantinno Capital Management LP 84
BBIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF 84
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 84
BlueCrest Capital Management Ltd 84
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 84
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S 84
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 84
BlackRock Group LTD 84
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 84
Skopos Labs, Inc. 84
Ergoteles LLC 84
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 84
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 84
Arete Wealth Advisors, LLC 84
Schroder Investment Management Group 84
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 84
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 84
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 84
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 84
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 84
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 84
XTRE - BondBloxx ETF Trust - BondBloxx Bloomberg Three Year Target Duration US Treasury ETF 84
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 84
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 84
XONE - BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF 84
Cornerstone Capital Management Holdings Llc. 84
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 84
Schonfeld Strategic Advisors LLC 84
Hm Payson & Co 84
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 84
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 83
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 83
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 83
Founders Financial Securities Llc 83
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 83
Css Llc/il 83
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 83
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 83
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 83
Integrated Advisors Network LLC 83
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 83
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 83
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 83
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 83
Claro Advisors LLC 83
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 83
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 83
Reilly Financial Advisors, Llc 83
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 83
Baystate Wealth Management LLC 83
Pathstone Holdings, LLC 83
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 83
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 83
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 83
Connor, Clark & Lunn Investment Management Ltd. 83
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 83
Emerald Mutual Fund Advisers Trust 82
CX Institutional 82
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 82
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 82
Calamos Strategic Total Return Fund 82
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 82
Clear Street Markets Llc 82
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 82
Walleye Trading LLC 82
Salem Investment Counselors Inc 82
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 82
Front Row Advisors LLC 82
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 82
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 82
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 82
VCSBX - VALIC Co II - Strategic Bond Fund 82
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 82
Empowered Funds, LLC 82
MCF Advisors LLC 82
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 82
Summit Trail Advisors, Llc 82
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 82
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 82
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 82
Macroview Investment Management Llc 82
Oxford Asset Management Llp 82
Synergy Financial Management, LLC 82
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 82
Fsb Premier Wealth Management, Inc. 82
Acrospire Investment Management LLC 82
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 81
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 81
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 81
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 81
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 81
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 81
Crossmark Global Holdings, Inc. 81
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 81
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 81
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 81
Tfs Capital Llc 81
Krilogy Financial LLC 81
Ameriflex Group, Inc. 81
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 81
Zacks Investment Management 81
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 81
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 81
Leavell Investment Management, Inc. 81
Laurion Capital Management LP 81
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 81
Putnam Investments Llc 81
NorthRock Partners, LLC 81
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 81
State of Tennessee, Treasury Department 81
A.R.T. Advisors, LLC 81
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 81
Placemark Investments, Inc. 81
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 80
Axa S.a. 80
Chicago Equity Partners Llc 80
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 80
Private Advisory Group LLC 80
Bailard, Inc. 80
SOA Wealth Advisors, LLC. 80
Toroso Investments, LLC 80
Summit Wealth Partners, LLC 80
Police & Firemen's Retirement System of New Jersey 80
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 80
Armis Advisers, LLC 80
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 80
Advantage Investment Management, Llc 80
WASHINGTON TRUST Co 80
Swiss National Bank 80
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 80
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 80
REAP Financial Group, LLC 80
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 80
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 80
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 80
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 80
Stonebridge Capital Advisors LLC 79
Municipal Employees' Retirement System of Michigan 79
Scotia Capital Inc. 79
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 79
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 79
Main Street Financial Solutions, LLC 79
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 79
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 79
Capital Performance Advisors Llp 79
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 79
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 79
JASVX - SARATOGA ADVANTAGE TRUST - James Alpha Structured Credit Value Portfolio Class A 79
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 79
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB 79
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 79
IWM - iSHARES TRUST - iShares Russell 2000 ETF 79
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 79
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 79
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 79
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 79
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 79
Keybank National Association/oh 79
PEAK6 Investments, L.P. 79
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 79
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 78
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 78
Societe Generale 78
New York State Teachers Retirement System 78
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 78
Bedel Financial Consulting, Inc. 78
NSIDX - Northern Funds - Northern Small Cap Index Fund 78
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 78
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 78
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 78
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 78
Ignite Planners, LLC 78
Manager Directed Portfolios - Pemberwick Fund Shares 78
Clark Capital Management Group, Inc. 78
Susquehanna Fundamental Investments, Llc 78
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 78
Mendon Capital Advisors Corp 78
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 78
Berman Capital Advisors, LLC 78
Covington Capital Management 78
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 78
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 78
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 78
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 78
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 78
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 78
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 78
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 78
Usca Ria Llc 78
Redhawk Wealth Advisors, Inc. 78
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 78
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 78
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 77
Alpine Global Management, LLC 77
IndexIQ Advisors LLC 77
Corebridge Financial, Inc. 77
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 77
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 77
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 77
Bhz Capital Management, Lp 77
QS Investors, LLC 77
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 77
Mycio Wealth Partners, Llc 77
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 77
Financial Gravity Companies, Inc. 77
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 77
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 77
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 77
Princeton Global Asset Management LLC 77
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 77
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 77
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 77
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 77
Johnson Financial Group, Inc. 77
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 77
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 77
PENN SERIES FUNDS INC - Small Cap Index Fund 77
United Services Automobile Association 77
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 77
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 77
Profunds - Profund Vp Ultrasmall-cap 77
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 77
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 76
Abound Wealth Management 76
BDO Wealth Advisors, LLC 76
Lloyd Advisory Services, LLC. 76
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 76
Institutional & Family Asset Management, Llc 76
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 76
Citizens Financial Group Inc/ri 76
Global Financial Private Client, LLC 76
Profunds - Profund Vp Small-cap 76
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 76
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 76
TBLL - Invesco Exchange-Traded Fund Trust II - Invesco Treasury Collateral ETF 76
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 76
Pacer Advisors, Inc. 76
L & S Advisors Inc 76
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 76
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 76
Aquatic Capital Management LLC 76
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 76
Hudock, Inc. 76
Harvest Investment Services, LLC 76
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 76
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 75
Crewe Advisors LLC 75
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 75
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 75
Truadvice, LLC 75
Rydex Etf Trust 75
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 75
Liberty Wealth Management Llc 75
Nuveen Preferred & Income 2022 Term Fund 75
FineMark National Bank & Trust 75
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 75
Buckingham Strategic Partners 75
Arizona State Retirement System 75
Retirement Group, LLC 75
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 75
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 75
Mv Capital Management, Inc. 75
Hillsdale Investment Management Inc. 75
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 75
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 75
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 75
BerganKDV Wealth Management, LLC 75
Vigilant Capital Management, LLC 75
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 75
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 75
Vanguard World Fund 75
Blackrock Multi-sector Income Trust 75
V Wealth Advisors LLC 75
Rafferty Asset Management, LLC 75
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 75
Nwam Llc 75
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 75
Old Mission Capital, Llc 75
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 75
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 75
Man Group plc 75
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 75
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 75
Argentus Capital Management, LLC 75
Mascoma Wealth Management LLC 74
HHM Wealth Advisors, LLC 74
Cornercap Investment Counsel Inc 74
Strategic Wealth Partners, Ltd. 74
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 74
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 74
John Hancock Preferred Income Fund 74
LS Investment Advisors, LLC 74
Point72 Hong Kong Ltd 74
Westside Investment Management, Inc. 74
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 74
Lenox Wealth Advisors, LLC 74
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 74
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 74
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 74
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 74
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 74
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 74
AlphaCore Capital LLC 74
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 74
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 74
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 74
Exchange Traded Concepts, Llc 74
Whittier Trust Co Of Nevada Inc 74
True Wealth Design, LLC 74
Tcwp Llc 74
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 74
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 74
Elequin Capital Lp 74
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 73
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 73
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 73
NOUGX - Northern Funds - Northern U.s. Government Fund 73
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 73
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 73
FJ Capital Management LLC 73
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 73
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 73
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 73
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 73
Y-Intercept (Hong Kong) Ltd 73
Avestar Capital, LLC 73
Wipfli Financial Advisors Llc, 73
HAP Trading, LLC 73
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 73
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 73
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 73
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 73
Bell Investment Advisors, Inc 73
James Investment Research Inc 73
DEED - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Securitized Plus ETF 73
Credit Agricole S A 73
Guggenheim Active Allocation Fund 73
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 73
Wealthspire Advisors, LLC 73
John Hancock Preferred Income Fund Iii 73
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 73
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 73
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 73
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 73
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 73
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 73
TCW ETF Trust - TCW Flexible Income ETF 73
Cliftonlarsonallen Wealth Advisors, Llc 73
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 73
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 73
Modern Wealth Management, LLC 73
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 73
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 73
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 73
APSTX - Cavanal Hill Funds - Limited Duration Fund Investor 73
FGOVX - FIDELITY INCOME FUND /MA/ - Fidelity Government Income Fund 73
VCSLX - VALIC Co I - Small Cap Index Fund 73
Anfield Capital Management, LLC 73
Tyler-Stone Wealth Management 73
Cedar Brook Financial Partners, LLC 72
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 72
Enterprise Financial Services Corp 72
Kathmere Capital Management, LLC 72
Almanack Investment Partners, LLC. 72
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 72
Anchor Investment Management, LLC 72
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 72
Clear Point Advisors Inc. 72
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 72
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 72
Stevens Capital Management Lp 72
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 72
Norges Bank 72
55i, Llc 72
Rsm Us Wealth Management Llc 72
Jump Financial, LLC 72
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 72
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 72
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 72
WealthPlan Investment Management, LLC 72
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 72
Steward Financial Group LLC 72
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 72
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 72
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 72
Simplicity Wealth,LLC 72
Natixis Advisors, L.p. 72
Hl Financial Services Llc 72
GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional 72
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 71
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 71
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 71
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 71
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 71
Teachers Retirement System Of The State Of Kentucky 71
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 71
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 71
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 71
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 71
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 71
Avidian Wealth Solutions, LLC 71
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 71
First Hawaiian Bank 71
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 71
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 71
Horizon Investments, LLC 71
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 71
Bb&t Investment Services, Inc. 71
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 71
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 71
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 71
Tompkins Financial Corp 71
Smith, Moore & Co. 71
City Holding Co 71
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 71
Alliancebernstein Global High Income Fund Inc 71
Highbridge Capital Management Llc 71
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 71
Oppenheimer Asset Management Inc. 71
Moisand Fitzgerald Tamayo, LLC 71
Winton Capital Group Ltd 71
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 71
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 71
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 71
Hotchkis & Wiley Capital Management Llc 71
FourThought Financial, LLC 71
McIlrath & Eck, LLC 71
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 71
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 71
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 71
Venture Visionary Partners LLC 71
SLPIX - Profunds - Small-cap Profund Investor Class 71
Next Financial Holdings 71
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 71
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 70
Laurel Wealth Advisors LLC 70
Truvestments Capital Llc 70
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F 70
Prestige Wealth Management Group LLC 70
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 70
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 70
Public Employees Retirement Association Of Colorado 70
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 70
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 70
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 70
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 70
Advanced Series Trust - Ast Small-cap Growth Portfolio 70
Kistler-Tiffany Companies, LLC 70
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 70
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 70
Fourthstone LLC 70
Amalgamated Financial Corp. 70
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 70
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 70
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 70
Fortitude Family Office, LLC 70
Oliver Lagore Vanvalin Investment Group 70
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 70
Capital Investment Advisors, LLC 70
Vestmark Advisory Solutions, Inc. 70
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 69
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 69
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 69
SHYD - VanEck Vectors ETF Trust - VanEck Vectors Short High-Yield Municipal Index ETF 69
Meridian Wealth Management, LLC 69
Point72 Asset Management, L.P. 69
Virginia Retirement Systems Et Al 69
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 69
Migdal Insurance & Financial Holdings Ltd. 69
Virtus Global Dividend & Income Fund Inc. 69
Outlook Wealth Advisors, LLC 69
John Hancock Preferred Income Fund Ii 69
Wealthbridge Capital Management, Llc 69
Gupta Wealth Management LLC 69
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 69
Ieq Capital, Llc 69
VSGBX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Federal Fund Investor Shares 69
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 69
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 69
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 69
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 69
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 69
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 69
Profund Advisors Llc 69
Canada Pension Plan Investment Board 69
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 69
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 69
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 69
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 69
First Command Advisory Services, Inc. 68
FSTGX - FIDELITY INCOME FUND /MA/ - Fidelity Intermediate Government Income Fund 68
GHP Investment Advisors, Inc. 68
Hollencrest Capital Management 68
Brighthouse Funds Trust II - BlackRock Ultra-Short Term Bond Portfolio Class A 68
Cibc World Markets Corp 68
PIMCO FUNDS - PIMCO Short-Term Portfolio 68
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 68
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 68
Capstone Investment Advisors, Llc 68
Chris Bulman Inc 68
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 68
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 68
Archford Capital Strategies, LLC 68
Lee Financial Co 68
Guardian Wealth Advisors, LLC 68
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 68
Diversify Advisory Services, LLC 68
Intech Investment Management Llc 68
Centiva Capital, LP 68
Global Financial Private Capital, LLC 68
TWUSX - American Century Government Income Trust - Short-term Government Fund Investor Class 68
GV Financial Advisors 68
Assenagon Asset Management S.A. 68
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 68
Smithfield Trust Co 68
Accurate Wealth Management, LLC 68
Quarry LP 68
Menta Capital Llc 68
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 68
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 68
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 68
Guardian Wealth Advisors, Llc / Nc 68
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 68
VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative 68
C M Bidwell & Associates Ltd 68
Cribstone Capital Management, LLC 68
Salzhauer Michael 68
State of New Jersey Common Pension Fund D 68
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 68
Partnervest Advisory Services LLC 68
PEAK6 Investments LLC 68
Mid Atlantic Financial Management Inc/adv 67
Cypress Wealth Services, LLC 67
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 67
Segall Bryant & Hamill, Llc 67
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 67
Systematic Financial Management Lp 67
Rossby Financial, LCC 67
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 67
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 67
Grantham, Mayo, Van Otterloo & Co. LLC 67
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 67
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 67
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 67
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 67
Knight Capital Group, Inc. 67
Td Asset Management Inc 67
PACIFIC SELECT FUND - Core Income Portfolio Class I 67
Picton Mahoney Asset Management 67
Motco 67
Mfs Charter Income Trust 67
Ironwood Financial, llc 67
Public Sector Pension Investment Board 67
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 67
Atlantic Union Bankshares Corp 67
Stieven Capital Advisors, L.P. 67
Claraphi Advisory Network, LLC 67
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 67
Royce & Associates Lp 67
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 67
Balentine LLC 67
Campbell & CO Investment Adviser LLC 67
Investors Research Corp 67
Dupont Capital Management Corp 67
GIMFX - GMO TRUST - GMO Implementation Fund 67
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 67
Lakeview Capital Partners, LLC 67
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 67
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 67
Innealta Capital, Llc 67
Hbk Investments L P 67
Ahrens Investment Partners LLC 67
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 67
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 66
Addison Advisors LLC 66
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 66
Integrated Wealth Management 66
PIMCO FUNDS - PIMCO Mortgage and Short-Term Investments Portfolio 66
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 66
Occudo Quantitative Strategies Lp 66
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 66
Ambassador Advisors, LLC 66
WSGIX - WELLS FARGO FUNDS TRUST - Wells Fargo Short Duration Government Bond Fund Institutional Class 66
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 66
Mutual Of America Capital Management Llc 66
Wrapmanager Inc 66
Magnetar Financial LLC 66
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 66
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 66
Amundi 66
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 66
Focused Wealth Management, Inc 66
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 66
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 66
Oppenheimer Global Multi Strategies Fund 66
Wedge Capital Management L L P/nc 66
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 66
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 66
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 66
Healthcare Of Ontario Pension Plan Trust Fund 66
Insight Select Income Fund 66
ClariVest Asset Management LLC 66
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 66
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 66
San Francisco Sentry Investment Group (ca) 66
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 66
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 66
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 66
Sanctuary Wealth Advisors, LLC 66
FFXSX - FIDELITY ADVISOR SERIES IV - Fidelity Limited Term Government Fund 66
NewEdge Wealth, LLC 66
TD Capital Management LLC 66
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 66
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 66
Boston Advisors Llc 66
Mason Street Advisors, Llc 65
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 65
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 65
Bay Harbor Wealth Management, LLC 65
Bluefin Trading, LLC 65
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 65
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 65
Harwood Advisory Group, LLC 65
Sugarloaf Wealth Management, LLC 65
Oakworth Capital, Inc. 65
Miracle Mile Advisors, LLC 65
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 65
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 65
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 65
Voloridge Investment Management, Llc 65
Alberta Investment Management Corp 65
HB Wealth Management, LLC 65
Laurel Wealth Advisors, Inc. 65
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 65
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 65
Disciplined Investments, LLC 65
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 65
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 65
Loomis Sayles & Co L P 65
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 65
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 65
Pimco Income Opportunity Fund 65
OneAscent Financial Services LLC 65
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 65
KBC Group NV 65
Global Trust Asset Management, LLC 65
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 65
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 65
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 65
Avion Wealth 65
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 65
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 65
HBK Sorce Advisory LLC 65
UMA Financial Services, Inc. 65
Wealth Quarterback LLC 64
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 64
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 64
BNP Paribas Asset Management Holding S.A. 64
NEFLX - LOOMIS SAYLES FUNDS II - Loomis Sayles Limited Term Government and Agency Fund Class A 64
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 64
Magnus Financial Group LLC 64
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 64
Beacon Financial Advisory LLC 64
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 64
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 64
Park Square Financial Group, LLC 64
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 64
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 64
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 64
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 64
Texas Permanent School Fund 64
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 64
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 64
Keystone Wealth Services, LLC 64
Lord, Abbett & Co. Llc 64
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 64
McKinley Carter Wealth Services, Inc. 64
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 64
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 64
Carolinas Wealth Consulting Llc 64
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 64
Quantamental Technologies LLC 64
AlphaStar Capital Management, LLC 64
Concord Wealth Partners 64
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 64
CRAIX - Community Capital Trust - COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND CRA Shares 64
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 64
Versor Investments LP 64
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 64
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 64
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 64
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 64
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 64
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 64
Wealthcare Capital Management Llc 64
Coppell Advisory Solutions Corp. 64
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 64
Heritage Wealth Management, Llc 64
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 64
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 64
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 64
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 64
LexAurum Advisors, LLC 64
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 64
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 63
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 63
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 63
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 63
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 63
Gabelli Funds Llc 63
Blackrock Ltd Duration Income Trust 63
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 63
Wealthfront Inc 63
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 63
Capital Fund Management S.a. 63
Louisiana State Employees Retirement System 63
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 63
Cnh Partners Llc 63
Associated Banc-corp 63
Sii Investments Inc/wi 63
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 63
Quantitative Systematic Strategies LLC 63
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 63
PFG Investments, LLC 63
Fiduciary Alliance LLC 63
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 63
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 63
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 63
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 63
Diversified Trust Co 63
Coastal Capital Group, Inc. 63
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 63
Calamos Long/Short Equity & Dynamic Income Trust 63
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 63
Private Ocean, LLC 63
Horan Securities, Inc. 63
Vectors Research Management, LLC 63
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 63
Executive Wealth Management, LLC 63
Harbor Capital Advisors, Inc. 63
Pnc Funds 63
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 62
Fortitude Advisory Group L.L.C. 62
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 62
Elizabeth Park Capital Advisors, Ltd. 62
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 62
Schubert & Co 62
Beacon Financial Group 62
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 62
Capstone Asset Management Co 62
Kingswood Wealth Advisors, Llc 62
Richard Bernstein Advisors LLC 62
Hemington Wealth Management 62
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 62
WELLS FARGO MASTER TRUST - Wells Fargo Strategic Retirement Bond Portfolio 62
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 62
Quest Capital Management Inc /adv 62
Timber Hill LLC 62
IAG Wealth Partners, LLC 62
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 62
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 62
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 62
Mackenzie Financial Corp 62
Eaton Vance Ltd Duration Income Fund 62
ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF 62
Endeavour Capital Advisors Inc 62
Manchester Capital Management LLC 62
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 62
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 62
CFS Investment Advisory Services, LLC 62
Quad-Cities Investment Group, LLC 62
Claymore Exchange-traded Fund Trust 62
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 62
Wesbanco Bank Inc 62
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 62
Aspire Private Capital, LLC 62
Rise Advisors, LLC 62
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 62
Mendota Financial Group, LLC 62
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 62
IMG Wealth Management, Inc. 62
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 62
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 61
ISHG - iSHARES TRUST - iShares 1-3 Year International Treasury Bond ETF 61
First Citizens Bank & Trust Co 61
Western Asset Investment Grade Defined Opportunity Trust Inc. 61
OMERS ADMINISTRATION Corp 61
Triumph Capital Management 61
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 61
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 61
Hayden Royal, Llc 61
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 61
FIGKX - FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS - FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS Class R Shares 61
Montag A & Associates Inc 61
Deprince Race & Zollo Inc 61
Deere & Co 61
Trilogy Capital Inc. 61
SUB - iSHARES TRUST - iShares Short-Term National Muni Bond ETF 61
Aigen Investment Management, Lp 61
Cary Street Partners Financial Llc 61
Xponance, Inc. 61
New York Life Investment Management Llc 61
Rational Advisors Llc 61
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 61
Royal Fund Management, LLC 61
Boston Private Wealth Llc 61
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 61
Tarbox Family Office, Inc. 61
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 61
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 61
Clarus Wealth Advisors 61
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 61
Dark Forest Capital Management Lp 61
Denali Advisors Llc 61
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 61
VCCBX - VALIC Co II - Core Bond Fund 61
Blackrock Credit Allocation Income Trust 61
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 61
Meridian Wealth Partners, LLC 61
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 61
TRUE Private Wealth Advisors 61
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 61
Quest Partners LLC 61
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 61
Van Hulzen Asset Management, LLC 61
Nomura Asset Management Co Ltd 61
MONECO Advisors, LLC 60
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 60
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 60
NSIUX - Northern Funds - Northern Short-intermediate U.s. Government Fund 60
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 60
Legacy Financial Advisors, Inc. 60
Wintrust Investments Llc 60
Airain ltd 60
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 60
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 60
First Mercantile Trust Co 60
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 60
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 60
Weiss Asset Management LP 60
Hazlett, Burt & Watson, Inc. 60
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 60
QCVAX - Clearwater Investment Trust - Clearwater International Fund 60
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 60
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 60
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 60
Point72 (DIFC) Ltd 60
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 60
Yousif Capital Management, Llc 60
Legacy Private Trust Co. 60
PineBridge Investments, L.P. 60
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 60
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 60
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 60
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 60
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 60
Wolff Wiese Magana Llc 60
Baldwin Brothers Inc/ma 60
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 60
Hexagon Capital Partners LLC 60
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class 60
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 60
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 60
Hutchin Hill Capital, LP 59
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 59
Evoke Wealth, Llc 59
Bank Of Nova Scotia 59
Activest Wealth Management 59
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 59
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 59
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 59
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 59
Oregon Public Employees Retirement Fund 59
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 59
Edge Wealth Management LLC 59
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 59
True Link Financial Advisors, LLC 59
Algert Global Llc 59
Atomi Financial Group, Inc. 59
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 59
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 59
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 59
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 59
Commonwealth Financial Services, LLC 59
VCCCX - VALIC Co I - Capital Conservation Fund 59
Inspire Advisors, LLC 59
Sheets Smith Wealth Management 59
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 59
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 59
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 59
Mach-1 Financial Group, Inc. 59
Triad Wealth Partners, LLC 59
Focus Financial Network Inc /adv 59
Graham Capital Management, L.P. 59
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 59
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 59
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 59
Mackay Shields Llc 59
TRANSAMERICA FUNDS - Transamerica Total Return I2 59
NSGRX - Northern Funds - Northern Small Cap Core Fund 59
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 59
Confluence Investment Management Llc 59
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 59
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 59
Trust Co 59
Acorn Wealth Advisors, LLC 59
Freestone Capital Holdings, LLC 59
Mount Yale Investment Advisors, LLC 59
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 59
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 59
American National Bank 59
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 58
Vantage Consulting Group Inc 58
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 58
VTL Associates, LLC 58
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 58
Washington Trust Bank 58
Alera Investment Advisors, LLC 58
Simon Quick Advisors, Llc 58
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 58
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 58
Nova Wealth Management, Inc. 58
LMR Partners LLP 58
ACG Wealth 58
Ensign Peak Advisors, Inc 58
EWG Elevate Inc. 58
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 58
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 58
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 58
Westport Resources Management Inc 58
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 58
Tsfg, Llc 58
Ogorek Anthony Joseph /ny/ /adv 58
Modera Wealth Management, LLC 58
Diligent Investors, LLC 58
Atwood & Palmer Inc 58
Sageworth Trust Co 58
State of Wyoming 58
Signal Advisors Wealth, LLC 58
Patriot Investment Management Inc. 58
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 58
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 58
First Personal Financial Services 58
Atlas Capital Advisors Llc 58
WR Wealth Planners, LLC 58
Qci Asset Management Inc/ny 58
FormulaFolio Investments, LLC 58
Procyon Private Wealth Partners, LLC 58
Cornerstone Advisors, Inc. 58
WCG Wealth Advisors LLC 58
BWZ - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Short Term International Treasury Bond ETF 58
QABA - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ ABA Community Bank Index Fund 58
Profunds - Profund Vp Oil & Gas 58
Tortoise Investment Management, LLC 58
Register Financial Advisors LLC 58
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 58
Clearbridge Investments, LLC 58
Congress Wealth Management LLC / DE / 58
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 58
Leelyn Smith, LLC 58
Northern Oak Wealth Management Inc 58
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 58
Comprehensive Financial Consultants Institutional, Inc. 58
MTM Investment Management, LLC 58
Savior LLC 58
Minichmacgregor Wealth Management, Llc 58
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 58
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 58
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 58
Laffer Investments 58
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 58
Moody National Bank Trust Division 57
BFOR - ALPS ETF Trust - Barron's 400 ETF 57
TWSGX - Northern Lights Fund Trust - TransWestern Institutional Short Duration Government Bond Fund 57
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 57
Rockbridge Investment Management, LCC 57
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 57
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 57
State of Alaska, Department of Revenue 57
Moneta Group Investment Advisors Llc 57
InterOcean Capital Group, LLC 57
Klp Kapitalforvaltning As 57
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 57
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 57
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 57
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 57
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 57
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 57
Connectus Wealth, LLC 57
Hennion & Walsh Asset Management, Inc. 57
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 57
Eagle Bay Advisors LLC 57
Signature Securities Group Corporation 57
Nordea Investment Management Ab 57
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 57
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 57
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 57
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 57
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF 57
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 57
Numeric Investors Llc 57
BSBAX - Northern Funds - Northern Short Bond Fund 57
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 57
Nuveen Variable Rate Preferred & Income Fund 57
CAPROCK Group, Inc. 57
Beacon Capital Management, LLC 57
Sound View Wealth Advisors Group, LLC 57
EBI - RBB Fund Trust - Longview Advantage ETF 57
Icon Wealth Partners, LLC 57
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 57
John Hancock Premium Dividend Fund 57
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 57
Pimco Dynamic Credit & Mortgage Income Fund 57
Pimco Corporate & Income Opportunity Fund 57
Johnson Investment Counsel Inc 57
EntryPoint Capital, LLC 57
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 57
XFIV - BondBloxx ETF Trust - BondBloxx Bloomberg Five Year Target Duration US Treasury ETF 56
Well Done, LLC 56
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 56
Western Asset Income Fund 56
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 56
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 56
Blackrock Corporate High Yield Fund, Inc. 56
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 56
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 56
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 56
Evolution Wealth Management Inc. 56
Headlands Technologies LLC 56
Intellectus Partners, LLC 56
Kore Private Wealth LLC 56
Robertson Stephens Wealth Management, LLC 56
Handelsbanken Fonder AB 56
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares 56
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 56
Betterment LLC 56
Commerce Bank 56
1832 Asset Management L.P. 56
Eastern Bank 56
Tanglewood Legacy Advisors, LLC 56
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 56
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 56
Tradewinds Capital Management, LLC 56
Point72 Asia (Singapore) Pte. Ltd. 56
Colonial Trust Co / SC 56
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 56
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 56
Strategic Asset Management, LLC 56
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 56
Vantage Investment Advisors, LLC 56
Global Wealth Management Investment Advisory, Inc. 56
EQ ADVISORS TRUST - EQ/PIMCO Global Real Return Portfolio Class K 56
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 56
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 56
VCIFX - VALIC Co I - International Government Bond Fund 56
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 56
Six Circles Trust - Six Circles Tax Aware Bond Fund 56
General Motors Investment Management Corp 56
Veritable, L.P. 56
Quest 10 Wealth Builders, Inc. 55
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 55
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 55
IWC - iSHARES TRUST - iShares Micro-Cap ETF 55
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 55
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 55
tru Independence LLC 55
Harvest Group Wealth Management, Llc 55
Keystone Financial Group 55
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 55
SJS Investment Consulting Inc. 55
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 55
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 55
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 55
Argent Trust Co 55
Boston Partners 55
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 55
Personal Cfo Solutions, Llc 55
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 55
Ellis Investment Partners, LLC 55
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 55
People's United Financial, Inc. 55
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 55
Ellington Management Group Llc 55
RSSL - Global X Funds - Global X Russell 2000 ETF 55
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 55
Northern Trust Co Of Connecticut 55
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 55
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 55
Evergreen Capital Management Llc 55
VSR Financial Services, Inc. 55
Shelton Capital Management 55
Eaton Vance Tax Advantaged Dividend Income Fund 55
Advanced Series Trust - Ast Small-cap Value Portfolio 55
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 55
Toth Financial Advisory Corp 55
Cooper Financial Group 55
Woodmont Investment Counsel Llc 55
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 55
Delta Asset Management Llc/tn 55
McAdam, LLC 55
Oppenheimer Funds Inc 55
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 55
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 55
Gotham Asset Management, LLC 55
Financial Engines Advisors L.L.C. 55
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 55
AHL Partners LLP 55
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 55
Carnegie Capital Asset Management, LLC 55
Optiver Holding B.V. 55
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 54
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 54
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 54
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 54
LifePlan Financial Group, Inc 54
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 54
Fragasso Group Inc. 54
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 54
Bellwether Advisors, LLC 54
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio II 54
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 54
IMA Wealth, Inc. 54
Stonebridge Financial Group, LLC 54
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 54
Compagnie Lombard Odier SCmA 54
Heck Capital Advisors, LLC 54
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 54
Convergence Investment Partners, LLC 54
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 54
Securian Asset Management, Inc 54
Pinnacle Holdings, LLC 54
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 54
Fsi Group, Llc 54
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 54
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 54
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 54
Professional Financial Advisors, LLC 54
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 54
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 54
Bouchey Financial Group Ltd 54
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 54
Holocene Advisors, LP 54
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 54
Ledyard National Bank 54
First Quadrant L P/ca 54
Transcend Wealth Collective, Llc 54
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 54
Xact Kapitalforvaltning AB 54
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 54
Td Private Client Wealth Llc 54
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 54
Gamco Investors, Inc. Et Al 54
Baird Robert W & Co Inc /wi/ 54
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 54
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 54
Prosperity Consulting Group, LLC 54
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 54
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 54
King Luther Capital Management Corp 54
TAP Consulting, LLC 54
Catalyst Capital Advisors LLC 54
Institute for Wealth Management, LLC. 54
Bridgeworth, LLC 54
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 54
Insight Advisors, LLC/ PA 54
Vident Investment Advisory, LLC 54
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 53
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 53
Landscape Capital Management, L.l.c. 53
Ramsey Quantitative Systems 53
ProVise Management Group, LLC 53
Kelly Financial Services LLC 53
Annis Gardner Whiting Capital Advisors, LLC 53
Noble Wealth Management PBC 53
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 53
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 53
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 53
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 53
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 53
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 53
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 53
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 53
Bullseye Investment Management, LLC 53
Eaton Vance Tax Advantaged Global Dividend Income Fund 53
Arrow Financial Corp 53
Lion Street Advisors, LLC 53
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 53
Assured Investment Management LLC 53
Sciencast Management LP 53
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 53
Delpha Capital Management, Llc 53
Childress Capital Advisors, Llc 53
Cherry Tree Wealth Management, LLC 53
Camarda Financial Advisors, LLC 53
FSSWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Treasury Bond Index Fund 53
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 53
Adviser Investments LLC 53
CWM Advisors, LLC 53
Ritholtz Wealth Management 53
Atlas Private Wealth Advisors 53
Skandinaviska Enskilda Banken AB (publ) 53
Belvedere Trading LLC 53
Good Life Advisors, LLC 53
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 53
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 53
Stifel Nicolaus & Co Inc \mo\ 53
FTRGX - FEDERATED TOTAL RETURN GOVERNMENT BOND FUND - FEDERATED TOTAL RETURN GOVERNMENT BOND FUND Institutional Shares 53
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 53
First Interstate Bank 53
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 53
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 52
GSTGX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Government Fund Institutional 52
Silvercrest Asset Management Group Llc 52
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 52
FUAMX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Treasury Bond Index Fund 52
Sage Capital Advisors,llc 52
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 52
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 52
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 52
RFP Financial Group LLC 52
Cambria Investment Management, L.P. 52
Catalyst Funds Management Pty Ltd 52
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 52
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 52
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 52
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 52
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 52
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 52
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 52
Hennessy Advisors Inc 52
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 52
Spot Trading L.L.C 52
Dana Investment Advisors, Inc. 52
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 52
Confluence Wealth Services, Inc. 52
Comerica Securities,inc. 52
Paradigm Asset Management Co Llc 52
Glass Jacobson Investment Advisors llc 52
Shell Asset Management Co 52
Sagespring Wealth Partners, Llc 52
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 52
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 52
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 52
Buckingham Strategic Wealth, Llc 52
Independent Portfolio Consultants, Inc. 52
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 52
Authentikos Wealth Advisory, LLC 52
Golden State Equity Partners 52
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 52
Keebeck Alpha, LP 52
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 52
Capital One, National Association 52
Riggs Asset Managment Co. Inc. 52
SevenBridge Financial Group, LLC 52
Zions Bancorporation, N.A. 52
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 52
Americana Partners, LLC 52
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 52
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 52
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 52
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 52
Kowal Investment Group, LLC 52
BCS Wealth Management 52
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 51
GAM Holding AG 51
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 51
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 51
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 51
Columbia Funds Variable Series Trust II - CTIVP - BlackRock Global Inflation-Protected Securities Fund Class 3 51
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 51
CADTX - Starboard Investment Trust - Cavalier Adaptive Income Fund Institutional Class Shares 51
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 51
Community Bank, N.A. 51
Pictet Asset Management Holding SA 51
Tfo-tdc, Llc 51
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 51
Insigneo Advisory Services, Llc 51
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 51
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 51
Nine Chapters Capital Management LLC 51
FNY Managed Accounts LLC 51
Pinnacle Financial Partners Inc 51
USA Financial Portformulas Corp 51
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 51
Caxton Associates Lp 51
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 51
Kcm Investment Advisors Llc 51
Itau Unibanco Holding S.A. 51
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 51
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 51
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 51
Cohen & Steers Quality Income Realty Fund Inc 51
Glenview Trust Co 51
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 51
Irish Life Investment Managers Ltd. 51
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 51
NumerixS Investment Technologies Inc 51
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 51
John Hancock Tax-advantaged Dividend Income Fund 51
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 51
Claybrook Capital, LLC 51
Gwn Securities Inc. 51
Doyle Wealth Management 51
SLDR - Global X Funds - Global X Short-Term Treasury Ladder ETF 51
Fuller & Thaler Asset Management, Inc. 51
Novem Group 51
PFG Private Wealth Management, LLC 51
Maltin Wealth Management, Inc. 51
Nachman Norwood & Parrott, Inc 51
CNB Bank 51
Princeton Alpha Management LP 51
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 51
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 51
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 51
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 51
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 51
Atom Investors LP 51
Bryn Mawr Capital Management Inc 51
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 51
LVZ Advisors, Inc. 51
Eagle Asset Management Inc 50
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares 50
Jefferies Financial Group Inc. 50
BCJ Capital Management, LLC 50
Brevan Howard Capital Management LP 50
Verity Asset Management, Inc. 50
Cable Hill Partners, LLC 50
Legacy Wealth Managment, LLC/ID 50
Dubuque Bank & Trust Co 50
Webster Bank, N. A. 50
FSGTX - FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS - FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS Class Y Shares 50
CIBC Asset Management Inc 50
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 50
Twin Tree Management, LP 50
Patten Group, Inc. 50
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 50
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 50
Camelot Portfolios, LLC 50
Pinnacle Associates Ltd 50
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 50
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 50
Resources Management Corp /ct/ /adv 50
Fox Run Management, L.l.c. 50
Castle Rock Wealth Management, LLC 50
Nuveen Tax Advantaged Total Return Strategy Fund 50
WealthTrust Fairport, LLC 50
Riverhead Capital Management Llc 50
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 50
Cohen & Steers Real Estate Opportunities & Income Fund 50
BFIX - Build Funds Trust - Build Bond Innovation ETF 50
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 50
CVA Family Office, LLC 50
Financial Enhancement Group LLC 50
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 50
Jacobs Asset Management, Llc 50
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 50
Teza Capital Management LLC 50
VTES - VANGUARD WELLINGTON FUND - Vanguard Short-Term Tax-Exempt Bond ETF ETF Shares 50
Carmichael Hill & Associates, Inc. 50
Cyndeo Wealth Partners, LLC 50
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 50
Employees Retirement System of Texas 50
Winnow Wealth Llc 50
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 50
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 50
Grove Bank & Trust 50
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 50
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 50
Maryland State Retirement & Pension System 50
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 50
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 50
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 49
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 49
First Command Financial Services, Inc. 49
Angel Oak Financial Strategies Income Term Trust 49
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 49
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 49
M&r Capital Management Inc 49
Paragon Capital Management Ltd 49
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 49
Weiss Multi-Strategy Advisers LLC 49
Universal- Beteiligungs- und Servicegesellschaft mbH 49
Ajo, Lp 49
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 49
GPMFX - GPS Funds II - GuidePath(R) Managed Futures Strategy Fund Service Shares 49
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 49
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 49
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 49
Barrett & Company, Inc. 49
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 49
Wealthfront Advisers Llc 49
AllSquare Wealth Management LLC 49
VisionPoint Advisory Group, LLC 49
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 49
Madden Advisory Services, Inc. 49
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 49
Sequent Planning LLC 49
ULTRA SERIES FUND - Diversified Income Fund Class I 49
Alphacrest Capital Management Llc 49
Savvy Advisors, Inc. 49
SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF 49
Gerber Kawasaki Wealth & Investment Management 49
LRI Investments, LLC 49
Aster Capital Management (DIFC) Ltd 49
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 49
361 Capital Llc 49
Pictet Asset Management Sa 49
Onyx Bridge Wealth Group LLC 49
FORA Capital, LLC 49
Atlantic Trust, LLC 49
IGJAX - IVY FUNDS - Ivy Government Securities Fund Class A 49
Point72 Middle East FZE 49
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 49
Dorsey & Whitney Trust CO LLC 49
Selective Wealth Management, Inc. 49
World Asset Management Inc 49
Arlington Partners LLC 49
MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A 49
Brinker Capital Inc 49
Humankind Benefit Corp - Humankind US Stock ETF 49
Rialto Wealth Management, LLC 49
Evercore Wealth Management, LLC 49
Heritage Wealth Advisors 49
SECOR Capital Advisors, LP 49
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 49
FTABX - FIDELITY SALEM STREET TRUST - Fidelity Tax-Free Bond Fund 48
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 48
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 48
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 48
Edmond De Rothschild Holding S.a. 48
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 48
Gryphon Financial Partners LLC 48
Moloney Securities Asset Management, LLC 48
PRUDENTIAL SERIES FUND - GOVERNMENT INCOME PORTFOLIO Class I 48
FLDFX - Meeder Funds - BALANCED FUND Retail Class 48
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 48
Ontario Teachers Pension Plan Board 48
Strategic Financial Concepts, LLC 48
Alpine Woods Capital Investors, Llc 48
Steel Peak Wealth Management LLC 48
Caitlin John, LLC 48
Cambridge Trust Co 48
Globeflex Capital L P 48
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 48
Weld Capital Management Llc 48
Ruggie Capital Group 48
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 48
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 48
MBE Wealth Management, LLC 48
Phillips Financial Management, Llc 48
Old Mutual Customised Solutions (proprietary) Ltd 48
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 48
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 48
Winfield Associates, Inc. 48
LGT Financial Advisors LLC 48
BOK Financial Private Wealth, Inc. 48
Burt Wealth Advisors 48
Phocas Financial Corp. 48
Salomon & Ludwin, LLC 48
Gateway Advisory, LLC 48
Calamos Advisors LLC 48
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 48
FXIRX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series R Series R 48
Mfs Multimarket Income Trust 48
Amundi Pioneer Asset Management Inc 48
First Foundation Advisors 48
Absolute Return Capital, LLC 47
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 47
Colonial Trust Advisors 47
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 47
Blackthorn Investment Group Llc 47
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 47
Orion Capital Management LLC 47
JDJRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Macro Fund Class R6 47
Vivaldi Capital Management, LLC 47
FSMNX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Income Fund 47
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 47
Riverview Trust Co 47
Global Income Builder Portfolio - Global Income Builder Portfolio 47
WPG Advisers, LLC 47
Clough Global Dividend & Income Fund 47
Northwest Wealth Management, Llc 47
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 47
Western Asset Global Corporate Defined Opportunity Fund Inc. 47
Formidable Asset Management, LLC 47
Hanlon Investment Management, Inc. 47
Waterloo Capital, L.P. 47
Capital A Wealth Management, LLC 47
Destination Wealth Management 47
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 47
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 47
Transform Wealth, LLC 47
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF 47
One Wealth Advisors, LLC 47
Commerzbank Aktiengesellschaft /fi 47
Richard W. Paul & Associates, LLC 47
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 47
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 47
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 47
Great Lakes Retirement, Inc. 47
Cordant, Inc. 47
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 47
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 47
Jackson Creek Investment Advisors LLC 47
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 47
EA Series Trust 47
Ibex Wealth Advisors 47
Prudential Plc 47
Pacitti Group Inc. 47
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 47
JJJ Advisors Inc. 47
Clearwater Capital Advisors, LLC 47
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 47
Exchange Capital Management, Inc. 47
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 47
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 46
Edgestream Partners, L.P. 46
Symphony Asset Management Llc 46
Chilton Capital Management Llc 46
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 46
RiverFront Investment Group, LLC 46
ETRADE Capital Management LLC 46
Barings Llc 46
One Capital Management, LLC 46
High Net Worth Advisory Group LLC 46
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 46
Lmcg Investments, Llc 46
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 46
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 46
Brandywine Oak Private Wealth Llc 46
OTA Financial Group L.P. 46
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 46
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 46
Tidemark, LLC 46
Fortis Advisors, LLC 46
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 46
Sei Trust Co 46
FSABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Bond Index Fund 46
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund 46
Valtinson Bruner Financial Planning LLC 46
Dakota Wealth Management 46
Earnest Partners Llc 46
Thompson Investment Management, Inc. 46
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 46
Essex Financial Services, Inc. 46
Merriman Wealth Management, LLC 46
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 46
Bradley & Co. Private Wealth Management, LLC 46
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 46
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 46
Everence Capital Management Inc 46
BKD Wealth Advisors, LLC 46
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional 46
Quent Capital, LLC 46
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 46
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 46
Hughes Financial Services, LLC 46
JustInvest LLC 46
Advisory Research Inc 46
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 46
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 46
Advisors Capital Management, LLC 46
Gateway Wealth Partners, LLC 46
ULTRA SERIES FUND - Core Bond Fund Class I 46
Charter Oak Capital Management, LLC 46
Altus Wealth Group LLC 46
AMP Capital Investors Ltd 46
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 46
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 46
Keel Point, LLC 46
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 46
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 46
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 46
Elkfork Partners LLC 46
Western Asset Premier Bond Fund 46
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 46
Ten Capital Wealth Advisors, LLC 46
Ubs Oconnor Llc 46
Intrua Financial, LLC 46
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 46
BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund 46
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 46
N.E.W. Advisory Services LLC 45
Klingman & Associates, LLC 45
Livingston Group Asset Management CO (operating as Southport Capital Management) 45
Lenox Wealth Management, Inc. 45
VVSCX - VALIC Co I - Small Cap Value Fund 45
Winch Advisory Services, LLC 45
1776 Wealth LLC 45
Atticus Wealth Management, Llc 45
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 45
Kayne Anderson Rudnick Investment Management Llc 45
Glenmede Investment Management, LP 45
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 45
First American Bank 45
IOFAX - MUTUAL FUND SERIES TRUST - AlphaCentric Income Opportunities Fund Class A 45
Stonebridge Financial Planning Group, LLC 45
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 45
Consolidated Portfolio Review Corp 45
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class 45
Pearl River Capital, LLC 45
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 45
Dunhill Financial, LLC 45
Legg Mason Investment Counsel, LLC 45
First Capital Advisors Group, LLC. 45
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 45
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 45
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 45
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 45
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 45
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 45
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 45
Secure Asset Management, LLC 45
Bare Financial Services, Inc 45
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 45
Interval Partners, LP 45
Sage Mountain Advisors LLC 45
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 45
First Horizon Corp 45
Zeke Capital Advisors, Llc 45
Homrich & Berg 45
PFS Partners, LLC 45
Legacy Investment Solutions, LLC 45
My Personal CFO, LLC 45
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 45
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 45
Thompson Davis & Co., Inc. 45
Voya Financial Advisors, Inc. 45
PCA Investment Advisory Services Inc. 45
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 45
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 45
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 45
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 45
Mason Street Advisors, Llc 45
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 45
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 45
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 45
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 45
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 45
G&S Capital LLC 45
RWM Asset Management, LLC 45
Hilton Capital Management, LLC 45
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 45
Zebra Capital Management LLC 45
Profunds - Profund Vp Banks 45
Dixon Hughes Goodman Wealth Advisors LLC 45
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 45
Ing Groep Nv 45
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 45
Corrado Advisors, Llc 45
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 45
GoalVest Advisory LLC 45
Cohen & Steers Total Return Realty Fund Inc 45
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 45
Mirabella Financial Services Llp 45
DekaBank Deutsche Girozentrale 45
Pictet Asset Management Ltd 45
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 44
Pine River Capital Management L.P. 44
Evermay Wealth Management Llc 44
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 44
Financial Advisory Service, Inc. 44
MQS Management LLC 44
Vestcor Inc 44
Capital Bank & Trust Co 44
Sachetta, LLC 44
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 44
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 44
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 44
Blueshift Asset Management, LLC 44
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 44
Whipplewood Advisors, LLC 44
rhino investment partners, Inc 44
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 44
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 44
Hudson Bay Capital Management LP 44
Tennessee Valley Asset Management Partners 44
Harel Insurance Investments & Financial Services Ltd. 44
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 44
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 44
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 44
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 44
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 44
Frontier Wealth Management LLC 44
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 44
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 44
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 44
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 44
Spark Investment Management LLC 44
HFM Investment Advisors, LLC 44
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 44
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 44
Virtus Global Multi-sector Income Fund 44
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 44
DB Wealth Management Group, LLC 44
IFC Holdings Incorporated/FL 44
Stone Ridge Asset Management LLC 44
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 44
Capital Financial Planning, LLC 44
BKPIX - Profunds - Banks Ultrasector Profund Investor Class 44
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 44
Garrett Investment Advisors LLC 44
Cipher Capital LP 44
Ci Investments Inc. 44
CETF - DriveWealth ETF Trust - DriveWealth ICE 100 Index ETF 44
Nbt Bank N A /ny 44
Old National Bancorp /in/ 44
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 44
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 44
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 44
Glen Harbor Capital Management LLC 44
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 44
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 44
Cary Street Partners Asset Management Llc 44
ANFLX - Angel Oak Funds Trust - Angel Oak Financials Income Fund Class A 43
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 43
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 43
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 43
RVW Wealth, LLC 43
Investors Capital Advisory Services 43
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity 43
Biltmore Capital Advisors LLC 43
Calvert Investment Management, Inc. 43
Denver Investment Advisors Llc 43
IMC-Chicago, LLC 43
Lantz Financial LLC 43
NorthCrest Asset Manangement, LLC 43
City National Bank 43
FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund 43
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 43
MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class 43
SAC Capital Advisors LP 43
Seven Eight Capital, Lp 43
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 43
Investment Centers Of America Inc 43
Element Wealth, LLC 43
Pfs Investments Inc. 43
Illinois Municipal Retirement Fund 43
Walkner Condon Financial Advisors LLC 43
Asset Management One Co., Ltd. 43
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 43
First PREMIER Bank 43
Parkworth Wealth Management, Inc. 43
Mayflower Financial Advisors, LLC 43
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 43
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 43
Relative Value Partners Group, LLC 43
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class 43
Elevated Capital Advisors, LLC 43
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 43
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 43
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 43
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 43
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 43
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 43
Aurora Private Wealth, Inc. 43
ABYAX - RBB FUND, INC. - Abbey Capital Futures Strategy Fund Class A Shares 43
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 43
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 43
Greenleaf Trust 43
Parametrica Management Ltd 43
St Germain D J Co Inc 43
Spectrum Management Group, LLC 43
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 43
William Blair Investment Management, Llc 43
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 43
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 43
Bayesian Capital Management, LP 43
Journey Strategic Wealth Llc 43
Visium Asset Management, LP 43
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 43
Regentatlantic Capital Llc 43
Kanaly Trust Co 43
FHIGX - FIDELITY MUNICIPAL TRUST - Fidelity Municipal Income Fund 43
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 43
Jupiter Asset Management Ltd 43
Bleakley Financial Group, LLC 43
Worth Asset Management, LLC 43
DRW Securities, LLC 43
Maven Securities LTD 43
Holistic Planning, LLC 43
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 43
Integrated Investment Consultants, LLC 43
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 43
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 43
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 43
PRW Wealth Management LLC 43
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 43
Segantii Capital Management Ltd 43
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 43
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 43
Entropy Technologies, LP 43
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 43
Arden Trust Co 43
Arlington Trust Co LLC 43
Guidance Point Advisors, LLC 43
Bowling Portfolio Management LLC 43
Penn Capital Management Co Inc 43
BlackRock Credit Strategies Fund 43
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 43
Chesley Taft & Associates LLC 42
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 42
Measured Wealth Private Client Group, LLC 42
PUTNAM FUNDS TRUST - Putnam Short Term Investment Fund Class P 42
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 42
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 42
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 42
First National Trust Co 42
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 42
Pitcairn Co 42
VitalStone Financial, LLC 42
Wealth Alliance 42
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A 42
Edge Advisors, Llc 42
Vise Technologies, Inc. 42
Polar Asset Management Partners Inc. 42
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 42
West Paces Advisors Inc. 42
Chevy Chase Trust Holdings, Inc. 42
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 42
Veriti Management LLC 42
Hanson & Doremus Investment Management 42
Petrus Trust Company, LTA 42
Thompson Siegel & Walmsley Llc 42
Clough Global Opportunities Fund 42
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF 42
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 42
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 42
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 42
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 42
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 42
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 42
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 42
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 42
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 42
QGMIX - AQR Funds - AQR Global Macro Fund Class I 42
Dynamic Technology Lab Pte Ltd 42
Nuveen Municipal Credit Income Fund 42
BlackRock ESG Capital Allocation Trust 42
Manchester Financial Inc 42
Dfpg Investments, Llc 42
Beck Capital Management, Llc 42
RiverTree Advisors, LLC 42
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 42
Maia Wealth LLC 42
State Of Michigan Retirement System 42
High Note Wealth, LLC 42
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 42
Brighthouse Funds Trust I - Brighthouse Balanced Plus Portfolio Class B 42
Rosenberg Matthew Hamilton 42
Vanguard Horizon Funds 42
Leo Wealth, LLC 42
First Command Bank 42
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 42
Albion Financial Group /ut 42
Legacy Capital Wealth Partners, LLC 42
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 42
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 42
Private Wealth Management Group, LLC 42
Sterling Investment Advisors, Ltd. 42
Bruce G. Allen Investments, LLC 42
New Mexico Educational Retirement Board 42
Logan Capital Management Inc 42
Kings Point Capital Management 42
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 42
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 42
Duality Advisers, Lp 42
Icon Wealth Advisors, LLC 41
MWERX - METROPOLITAN WEST FUNDS - MetWest ESG Securitized Fund Class M 41
Apriem Advisors 41
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 41
Meitav Dash Investments Ltd 41
FSEC - Fidelity Merrimack Street Trust - Fidelity Investment Grade Securitized ETF 41
Able Wealth Management LLC 41
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 41
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 41
Yakira Capital Management, Inc. 41
Inceptionr Llc 41
First Commonwealth Financial Corp /pa/ 41
Franklin Templeton ETF Trust - Western Asset Bond ETF 41
Advisor Partners Llc 41
BlackRock Japan Co. Ltd 41
Retirement Planning Group 41
Vista Private Wealth Partners. LLC 41
APG Asset Management N.V. 41
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 41
Mill Creek Capital Advisors, LLC 41
Montecito Bank & Trust 41
APBDX - Cavanal Hill Funds - Bond Fund Investor 41
Romano Brothers And Company 41
INPPX - Collaborative Investment Series Trust - Preferred - Plus Class A 41
Gierl Augustine Investment Management Inc 41
MML Series Investment Fund II - MML Blend Fund Initial Class 41
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 41
Westwood Holdings Group Inc 41
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 41
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 41
Crews Bank & Trust 41
Alyeska Investment Group, L.P. 41
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 41
Personal Wealth Partners 41
R Squared Ltd 41
Summit Financial Wealth Advisors, LLC 41
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 41
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 41
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 41
Fiduciary Trust Co 41
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 41
Checchi Capital Advisers, LLC 41
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 41
Absolute Capital Management, LLC 41
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 41
Roble, Belko & Company, Inc 41
Meadow Creek Investment Management LLC 41
Rothschild Asset Management Inc 41
Lake Point Wealth Management 41
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 41
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 41
Castine Capital Management, Llc 41
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 41
Robeco Institutional Asset Management B.V. 41
Oxbow Advisors, LLC 41
Hirtle Callaghan & Co LLC 41
Clinton Group Inc 41
Paces Ferry Wealth Advisors, Llc 41
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 41
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 41
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 41
Ascent Group, LLC 41
Gallagher Fiduciary Advisors, LLC 41
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 41
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 41
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 41
Foundry Partners, LLC 41
Fort Washington Investment Advisors Inc /oh/ 41
Ropes Wealth Advisors Llc 41
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 41
Alpha Windward Llc 41
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 41
Dreman Value Management, L L C 41
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 41
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 41
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 41
Vident Advisory, LLC 41
GW&K Investment Management, LLC 40
Summit Global Investments 40
JCSD Capital, LLC 40
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 40
Center for Financial Planning, Inc. 40
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 40
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 40
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 40
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 40
Dorsey Wright & Associates 40
Per Stirling Capital Management, LLC. 40
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 40
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 40
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 40
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 40
Nuveen Tax-advantaged Dividend Growth Fund 40
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 40
Advisor Partners Ii, Llc 40
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 40
Mosaic Family Wealth, LLC 40
Index Management Solutions, LLC 40
Signature Wealth Management Group 40
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 40
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 40
Western Asset Mortgage Defined Opportunity Fund Inc. 40
Lbmc Investment Advisors, Llc 40
Capital Advisors Inc/ok 40
Joel Isaacson & Co., LLC 40
Daymark Wealth Partners, Llc 40
Great Diamond Partners, LLC 40
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 40
Zions Bancorporation 40
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 40
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 40
PIMCO Flexible Municipal Income Fund 40
Chicago Capital Management, LLC 40
Fiera Capital Corp 40
Aviance Capital Management, Llc 40
Pineridge Advisors LLC 40
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 40
SDHAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A 40
Adage Capital Partners Gp, L.l.c. 40
Garden State Investment Advisory Services LLC 40
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 40
LM Advisors LLC 40
Fermata Advisors, LLC 40
PQDI - Principal Exchange-Traded Funds - Principal Spectrum Tax-Advantaged Dividend Active ETF 40
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 40
Vanguard Whitehall Funds 40
Clearview Wealth Advisors LLC 40
City State Bank 40
Fifth Third Securities, Inc. 40
Baltimore-Washington Financial Advisors, Inc. 40
Putnam Premier Income Trust 40
Squar Milner Financial Services Llc 40
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 40
Monarch Partners Asset Management LLC 40
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 40
AMG National Trust Bank 40
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 40
Kohmann Bosshard Financial Services, LLC 40
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio I 40
Aveo Capital Partners, LLC 40
Wealth Advisory Solutions, LLC 40
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 40
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 40
Adirondack Trust Co 40
Gardner Lewis Asset Management L P 40
Opal Wealth Advisors, LLC 40
Pallas Capital Advisors LLC 40
New Wave Wealth Advisors Llc 40
Hartford Mutual Funds Inc/ct 40
First National Bank of South Miami 40
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 40
Bridgefront Capital, LLC 40
Cordasco Financial Network 40
DiNuzzo Private Wealth, Inc. 40
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 40
Hartford Financial Management Inc. 40
Vicus Capital 40
Mcdonald Partners Llc 40
Duncker Streett & Co Inc 40
K2 Principal Fund, L.p. 40
Alpha DNA Investment Management LLC 40
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 40
Gyon Technologies Capital Management, LP 40
TRSY - DBX ETF TRUST - Xtrackers US 0-1 Year Treasury ETF 40
Cascadia Advisory Services, LLC 40
Column Capital Advisors, LLC 40
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 40
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 40
Actinver Wealth Management, Inc. 39
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 39
Park National Corp /oh/ 39
Emerald Advisers, Llc 39
CLAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi Strategy Alternatives Fund Class A 39
Bbva Usa 39
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 39
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 39
Semmax Financial Advisors Inc. 39
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 39
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 39
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 39
Pcm Fund, Inc. 39
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 39
CenterStar Asset Management, LLC 39
Zurich Insurance Group Ltd/FI 39
ACTHX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco High Yield Municipal Fund Class A 39
Alexandria Capital, LLC 39
Mission Wealth Management, Lp 39
Contravisory Investment Management, Inc. 39
Bank Julius Baer & Co. Ltd, Zurich 39
Liberty Mutual Group Asset Management Inc. 39
FLGV - Franklin Templeton ETF Trust - Franklin Liberty U.S. Treasury Bond ETF 39
Putnam Master Intermediate Income Trust 39
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 39
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 39
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 39
Trustmark National Bank Trust Department 39
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 39
Bellwether Investment Group, LLC 39
nVerses Capital, LLC 39
Security National Trust Co 39
Armstrong Advisory Group, Inc 39
Interchange Capital Partners, LLC 39
Readystate Asset Management Lp 39
Howland Capital Management Llc 39
SignalPoint Asset Management, LLC 39
Retirement Systems of Alabama 39
Windsor Capital Management, LLC 39
Concorde Asset Management, LLC 39
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 39
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 39
Country Trust Bank 39
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 39
Putnam Fl Investment Management Co 39
FSTQX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Developed Markets Bond Index Fund 39
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 39
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 39
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 39
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 39
Virtus Investment Advisers, Inc. 39
Telemus Capital, Llc 39
Everett Harris & Co /ca/ 39
USGNX - USAA MUTUAL FUNDS TRUST - Government Securities Fund Shares 39
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 39
AGZ - iSHARES TRUST - iShares Agency Bond ETF 39
Clean Yield Group 39
Waratah Capital Advisors Ltd. 39
Gillson Capital LP 39
Driehaus Capital Management Llc 38
Highline Wealth Partners Llc 38
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 38
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 38
VIPSX - VANGUARD BOND INDEX FUNDS - Vanguard Inflation-Protected Securities Fund Investor Shares 38
New Millennium Group LLC 38
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 38
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 38
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 38
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 38
River Wealth Advisors LLC 38
Claris Advisors, Llc / Mo / 38
Amplius Wealth Advisors, LLC 38
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 38
Global Assets Advisory, LLC 38
Reuter James Wealth Management, Llc 38
Wedmont Private Capital 38
Herold Advisors, Inc. 38
Kessler Investment Group, LLC 38
Beese Fulmer Investment Management, Inc. 38
Norris Perne & French Llp/mi 38
Altium Wealth Management LLC 38
Pin Oak Investment Advisors Inc 38
Ashton Thomas Securities, Llc 38
XSVN - BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF 38
Crabel Capital Management, LLC 38
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 38
Santori & Peters, Inc. 38
Mascagni Wealth Management, Inc. 38
Redwood Wealth Management Group, LLC 38
GABELLI & Co INVESTMENT ADVISERS, INC. 38
Clear Harbor Asset Management, LLC 38
Spinnaker Trust 38
Synergy Investment Management, LLC 38
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 38
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 38
Strategic Investment Solutions, Inc. /IL 38
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 38
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 38
Carlson Capital L P 38
FKTIX - Franklin Federal Tax Free Income Fund - Franklin Federal Tax-free Income Fund Class A1 38
Arlington Capital Management, Inc. 38
Safeguard Investment Advisory Group, LLC 38
Old Second National Bank Of Aurora 38
Beacon Capital Management, Inc. 38
Trust Department Mb Financial Bank N A 38
Western Asset Global High Income Fund Inc. 38
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 38
GSAAX - GOLDMAN SACHS TRUST - Goldman Sachs Municipal Income Completion Fund Separate Account Institutional Shares 38
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 38
MTBAX - MAINSTAY FUNDS - MainStay MacKay Tax Free Bond Fund Class A 38
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 38
Estabrook Capital Management 38
Jennison Associates Llc 38
Caitong International Asset Management Co., Ltd 38
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 38
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 38
Northwestern Mutual Investment Management Company, Llc 38
Pittenger & Anderson Inc 38
WFA of San Diego, LLC 38
BBVA USA Bancshares, Inc. 38
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 38
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 38
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 38
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 38
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 38
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 38
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 38
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 38
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 38
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 38
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 38
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 38
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR 38
Verdence Capital Advisors LLC 38
Allegis Investment Advisors, LLC 38
Spectrum Wealth Counsel, LLC 38
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 38
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 38
Resonant Capital Advisors, LLC 38
APBAX - Cavanal Hill Funds - Active Core Fund Investor 38
Southland Equity Partners LLC 38
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 38
Game Plan Financial Advisors, LLC 38
Harvest Fund Management Co., Ltd 38
Corient Capital Partners, LLC 38
DLMOX - DoubleLine Funds Trust - DoubleLine Multi-Asset Trend Fund Class N 37
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 37
Advocacy Wealth Management Services, LLC 37
1st Source Bank 37
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 37
Lowe Wealth Advisors, LLC 37
Milestone Asset Management, Llc 37
Boston Private Bank & Trust Co 37
Iat Reinsurance Co Ltd. 37
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 37
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 37
Holloway Wealth Management, LLC 37
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 37
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF 37
DFIGX - Dfa Investment Dimensions Group Inc - Dfa Intermediate Government Fixed Income Portfolio - Institutional Class 37
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 37
Iams Wealth Management, Llc 37
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 37
NWF Advisory Services Inc. 37
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 37
PGOVX - PIMCO FUNDS - PIMCO Long-Term U.S. Government Fund Institutional 37
Integrity Alliance, Llc. 37
Aspect Partners, LLC 37
Ziegler Capital Management, LLC 37
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 37
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 37
PIMCO FUNDS - PIMCO U.S. Government and Short-Term Investments Portfolio 37
Sherbrooke Park Advisers Llc 37
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 37
MBL Wealth, LLC 37
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 37
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF 37
Choate Investment Advisors 37
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 37
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 37
Transamerica Partners Portfolios 37
Transamerica Partners Funds Group Ii 37
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 37
Brighton Jones Llc 37
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 37
Psagot Value Holdings Ltd. / (Israel) 37
MAFAX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class A Shares 37
Transamerica Partners Funds Group 37
FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund 37
RPg Family Wealth Advisory, LLC 37
Munder Capital Management 37
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Aggressive Portfolio 37
Summit Financial, LLC 37
BlackRock Capital Allocation Trust 37
Wetherby Asset Management Inc 37
Old North State Trust, LLC 37
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 37
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 37
Vermillion Wealth Management, Inc. 37
RMBKX - RMB INVESTORS TRUST - RMB Mendon Financial Services Fund Class A 37
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 37
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 37
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 37
Blackrock Allocation Target Shares - Bats Series A 37
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 37
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 37
PIMGMVA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Balanced Allocation Portfolio Administrative 37
Schmidt P J Investment Management Inc 37
EBSAX - RBB FUND, INC. - Campbell Systematic Macro Fund Class A Shares 37
Amerivest Investment Management LLC 37
Bramshill Investments, LLC 37
APFBX - Cavanal Hill Funds - Moderate Duration Fund Investor 37
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 37
Endurance Wealth Management, Inc. 37
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 37
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 37
Caldwell Securities, Inc 37
Harbour Capital Advisors, LLC 37
TRANSAMERICA SERIES TRUST - Transamerica AEGON U.S. Government Securities VP Initial 37
Nvwm, Llc 37
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 37
Roosevelt Investment Group Llc 37
Barrow Hanley Mewhinney & Strauss Llc 37
Kiley Juergens Wealth Management, Llc 37
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 37
Mitsubishi UFJ Trust & Banking Corp 37
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 37
ARGI Investment Services, LLC 37
Truewealth Llc 37
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 37
Operose Advisors LLC 37
VCSVX - VALIC Co II - Small Cap Value Fund 37
EAM Investors, LLC 37
Topsail Wealth Management, LLC 37
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 37
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 37
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 37
Ford Financial Group, LLC 37
Northwest Investment Counselors, Llc 37
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 36
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 36
PPM Funds - PPM Long Short Credit Fund (Inst) 36
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 36
Longfellow Investment Management Co Llc 36
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 36
DFFGX - Dfa Investment Dimensions Group Inc - Dfa Short-term Government Portfolio - Institutional Class 36
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 36
TFC Financial Management 36
Pine Valley Investments Ltd Liability Co 36
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class 36
Catalina Capital Group, LLC 36
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 36
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 36
Guggenheim Strategic Opportunities Fund 36
Future Financial Wealth Managment LLC 36
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 36
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 36
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 36
Pimco Corporate & Income Strategy Fund 36
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 36
Octavia Wealth Advisors, LLC 36
Banque Pictet & Cie Sa 36
IEF - iSHARES TRUST - iShares 7-10 Year Treasury Bond ETF 36
Zullo Investment Group, Inc. 36
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 36
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 36
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 36
BCGM Wealth Management, LLC 36
Blackrock Debt Strategies Fund, Inc. 36
WGSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Government Securities Fund Class C 36
Oxler Private Wealth LLC 36
Grantvest Financial Group LLC 36
Stone House Investment Management, LLC 36
Azimuth Capital Management LLC 36
Encompass Wealth Advisors, Llc 36
Headinvest, Llc 36
Fortis Capital Advisors, LLC 36
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 36
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 36
Sit Investment Associates Inc 36
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 36
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 36
South Dakota Investment Council 36
United Community Bank 36
Mark Sheptoff Financial Planning, Llc 36
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 36
Fulton Breakefield Broenniman Llc 36
FIL Ltd 36
Better Money Decisions, LLC 36
LifeWealth Investments, LLC 36
Capstone Series Fund Inc 36
BNP Paribas Investment Partners S.A. 36
Independence Bank of Kentucky 36
Eldridge Investment Advisors, Inc. 36
Capital World Investors 36
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 36
Wealthgarden F.s. Llc 36
Hartford Investment Management Co 36
Azora Capital LP 36
Premia Global Advisors, Llc 36
Soltis Investment Advisors LLC 36
Naples Global Advisors, Llc 36
Paulson Wealth Management Inc. 36
Sovran Advisors, LLC 36
Twinbeech Capital Lp 36
KCS Wealth Advisory 36
Drive Wealth Management, Llc 36
Dividend Asset Capital, Llc 36
Legacy Advisors, LLC 36
Elmwood Wealth Management, Inc. 36
Weiss Strategic Interval Fund 36
John W. Rosenthal Capital Management, Inc. 36
Tiaa, Fsb 36
American Trust 36
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 36
Atlas Private Wealth Management 36
CenterStar Fund, LLC 36
Koch Industries Inc 36
Cedrus LLC 36
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 36
Segment Wealth Management, LLC 36
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 36
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Conservative Portfolio 36
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 36
Meridian Wealth Advisors, LLC 36
Comerica Securities Inc 36
Cutter & CO Brokerage, Inc. 36
Exencial Wealth Advisors, Llc 36
Red Tortoise LLC 36
Austin Private Wealth, LLC 36
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 36
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 36
FSC Wealth Advisors, LLC 36
American Research & Management Co. 36
MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y 36
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 36
Altfest L J & Co Inc 36
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 36
Wetzel Investment Advisors, Inc. 36
SUPRX - Two Roads Shared Trust - Superfund Managed Futures Strategy Fund Class A 36
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 36
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 36
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 35
Probity Advisors, Inc. 35
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 35
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 35
Cohen & Steers, Inc. 35
Capital Wealth Alliance, LLC 35
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 35
Hallmark Capital Management Inc 35
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 35
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 35
Kilter Group LLC 35
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 35
Safeguard Financial, LLC 35
Palladium Partners Llc 35
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 35
Kiker Wealth Management, LLC 35
PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z 35
Neo Ivy Capital Management 35
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 35
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 35
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 35
Stuart Chaussee & Associates, Inc. 35
TFB Advisors LLC 35
Kalos Management, Inc. 35
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 35
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 35
Fort Point Capital Partners LLC 35
Hoover Financial Advisors, Inc. 35
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 35
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 35
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 35
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 35
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 35
River Oaks Capital LLC 35
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 35
MXGMX - GREAT-WEST FUNDS INC - Great-West U.S. Government Securities Fund Investor Class 35
Western Asset High Income Fund Ii Inc. 35
YHB Investment Advisors, Inc. 35
Grant Street Asset Management, Inc. 35
Park Place Capital Corp 35
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 35
Caption Management, LLC 35
VGLSX - VALIC Co I - Global Strategy Fund 35
WESPAC Advisors SoCal, LLC 35
PL Capital Advisors, LLC 35
VPVLTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Long-Term U.S. Government Portfolio Administrative 35
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 35
SMART Wealth LLC 35
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 35
WESPAC Advisors, LLC 35
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 35
PIMCO FUNDS - PIMCO International Portfolio 35
Mainstay Capital Management Llc /adv 35
Van Eck Associates Corp 35
Legacy Capital Group California, Inc. 35
Yorktown Management & Research Co Inc 35
Leuthold Group, Llc 35
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 35
Waldron Private Wealth LLC 35
Invictus RG 35
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 35
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 35
Peloton Wealth Strategists 35
Bell Rock Capital Llc 35
Piermont Capital Management LLC 35
Laidlaw Wealth Management LLC 35
Allegheny Financial Group LTD 35
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF 35
Commonwealth Bank Of Australia 35
VTEI - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Bond ETF ETF Shares 35
Garrett Wealth Advisory Group, LLC 35
Wealthquest Corp 35
F3Logic, LLC 35
Woodard & Co Asset Management Group Inc /adv 35
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 35
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 35
Pimco Income Strategy Fund Ii 35
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 35
Braun-Bostich & Associates Inc. 35
Tibra Equities Europe Ltd 35
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 35
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 35
Susquehanna Portfolio Strategies, LLC 35
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 34
RMR Wealth Builders 34
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 34
Keeler THomas Management LLC 34
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 34
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 34
Bft Financial Group, Llc 34
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 34
Dean Investment Associates, Llc 34
Brass Tax Wealth Management, Inc 34
Halbert Hargrove Global Advisors, Llc 34
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 34
Cadence Capital Management Llc 34
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 34
Hanseatic Management Services Inc 34
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 34
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 34
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 34
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 34
Firestone Capital Management 34
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 34
Mattson Financial Services, LLC 34
L.m. Kohn & Company 34
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 34
Byrne Asset Management LLC 34
Gilliland Jeter Wealth Management LLC 34
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 34
Cowa, Llc 34
Biltmore Family Office, LLC 34
Beaird Harris Wealth Management, LLC 34
Guidant Wealth Advisors 34
Aaron Wealth Advisors LLC 34
First Bank & Trust 34
VGUS - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Ultra-Short Treasury ETF ETF Shares 34
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 34
BSW Wealth Partners 34
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 34
Daiwa Securities Group Inc. 34
Siena Capital Partners GP, LLC 34
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A 34
Mesirow Financial Investment Management, Inc. 34
Mountain Capital Investment Advisors, Inc 34
O'Dell Group, LLC 34
Sun Life Financial Inc 34
Ferris Capital, Llc 34
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 34
Regent Peak Wealth Advisors LLC 34
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 34
Allstate Corp 34
Rothschild Investment Corp /il 34
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 34
Financial Perspectives, Inc 34
Crestline Management, LP 34
Capital Advisory Group Advisory Services, LLC 34
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 34
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 34
Capital Guardian Trust Co 34
Financial Counselors Inc 34
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 34
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 34
YorkBridge Wealth Partners, LLC 34
Aspiriant, Llc 34
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 34
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C 34
Gould Asset Management Llc /ca/ 34
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 34
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 34
VestGen Advisors, LLC 34
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 34
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 34
Alpine Series Trust 34
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 34
Winton Diversified Opportunities Fund 34
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 34
Axiom Investment Management LLC 34
Scarborough Advisors, LLC 34
Capital One Financial Corp 34
DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z 34
NorthCoast Asset Management LLC 34
Forum Financial Management, LP 34
CWA Asset Management Group, LLC 34
Axq Capital, Lp 34
Brookwood Investment Group LLC 34
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 34
Fulcrum Equity Management 34
Sax Wealth Advisors, Llc 34
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 34
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 34
Hoxton Financial, Inc. 34
Providence Capital Advisors, LLC 33
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 33
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 33
Perennial Investment Advisors, LLC 33
Samalin Investment Counsel, LLC 33
IBM Retirement Fund 33
Talon Private Wealth, LLC 33
Quantitative Investment Management, LLC 33
Smith Asset Management Group Lp 33
Madrona Financial Services, LLC 33
Ballentine Partners, LLC 33
Eagle Global Advisors Llc 33
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 33
1st Global Advisors, Inc. 33
Donald L. Hagan, LLC 33
Newman Dignan & Sheerar, Inc. 33
Oarsman Capital, Inc. 33
Alpha Cubed Investments, LLC 33
BlueChip Wealth Advisors LLC 33
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 33
Cantab Capital Partners LLP 33
Northwest Financial Advisors 33
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 33
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 33
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 33
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 33
Pimco Income Strategy Fund 33
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 33
Pimco Strategic Income Fund, Inc 33
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A 33
Pimco Global Stocksplus & Income Fund 33
FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund 33
Soros Fund Management Llc 33
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 33
Mfs High Yield Municipal Trust 33
Mfs High Income Municipal Trust 33
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 33
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 33
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 33
Ethos Financial Group, LLC 33
Fidelis Capital Partners, LLC 33
Kfg Wealth Management, Llc 33
JDM Financial Group LLC 33
Rossmore Private Capital 33
Brewin Dolphin Ltd 33
Essex Savings Bank 33
Tcg Advisors, Lp 33
SlateStone Wealth, LLC 33
Edge Capital Group, LLC 33
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 33
IPPP - Listed Funds Trust - Preferred-Plus ETF 33
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 33
Arbor Capital Management Inc /adv 33
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 33
Straight Path Wealth Management 33
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 33
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 33
Columbia Funds Variable Series Trust II - CTIVP - Wells Fargo Short Duration Government Fund Class 1 33
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 33
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 33
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 33
Bank of New Hampshire 33
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 33
PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A 33
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 33
Lebenthal Global Advisors, LLC 33
Eidelman Virant Capital 33
Centennial Wealth Advisory LLC 33
Journey Advisory Group, LLC 33
Massachusetts Financial Services Co /ma/ 33
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 33
DFYGX - Dimensional Investment Group Inc - Dfa Two-year Government Portfolio 33
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 33
PYCRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden California Municipal Income Fund (Investor Class) 33
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 33
QALTX - Advisors Preferred Trust - Quantified Alternative Investment Fund Investor Class Shares 33
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 33
FSA Wealth Management LLC 33
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 33
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 33
Ethic Inc. 33
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 33
Bangor Savings Bank 32
Schulz Wealth, LTD. 32
Amplify ETF Trust - Amplify BlackSwan Growth & Treasury Core ETF 32
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 32
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 32
Buck Wealth Strategies, LLC 32
Greenwood Capital Associates Llc 32
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 32
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 32
Ifrah Financial Services, Inc. 32
Elite Wealth Management, Inc. 32
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 32
Castle Wealth Management Llc 32
WealthTrak Capital Management LLC 32
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 32
TCTC Holdings, LLC 32
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 32
Genesis Wealth Advisors, LLC 32
Turtle Creek Wealth Advisors, LLC 32
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 32
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 32
Perkins Investment Management, LLC 32
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 32
First City Capital Management, Inc. 32
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 32
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 32
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 32
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 32
Mfs Municipal Income Trust 32
Millstone Evans Group, LLC 32
Nilsine Partners, LLC 32
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 32
I.g. Investment Management, Ltd. 32
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 32
Cozad Asset Management Inc 32
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 32
Banque Cantonale Vaudoise 32
Independent Wealth Network Inc. 32
Centric Wealth Management 32
10Elms LLP 32
Analytic Investors, LLC 32
Evolution Wealth Advisors, LLC 32
Anchor Capital Advisors Llc 32
Allred Capital Management, LLC 32
Principle Wealth Partners Llc 32
SkyView Investment Advisors, LLC 32
Enlightenment Research, LLC 32
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 32
CRA Financial Services, LLC 32
Investors Asset Management Of Georgia Inc /ga/ /adv 32
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 32
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 32
American Financial Network Advisory Services Llc 32
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 32
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 32
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 32
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 32
ISWN - Amplify ETF Trust - Amplify BlackSwan ISWN ETF 32
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 32
Richard P Slaughter Associates Inc 32
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 32
Utah Retirement Systems 32
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 32
Peregrine Capital Management Llc 32
AGF Investments LLC 32
Delaware Enhanced Global Dividend & Income Fund 32
Iron Horse Wealth Management, LLC 32
Avalon Advisors, Llc 32
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 32
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 32
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 32
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 32
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 32
McGlone Suttner Wealth Management, Inc. 32
Cassady Schiller Wealth Management, LLC 32
Western Asset Variable Rate Strategic Fund Inc. 32
WJ Wealth Management, LLC 32
American Capital Advisory, LLC 32
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 32
PTHAX - PUTNAM TAX FREE INCOME TRUST - Putnam Tax-Free High Yield Fund Class C Shares 32
Syverson Strege & Co 32
MBOVX - M FUND INC - M Large Cap Value Fund 32
Bernard Wealth Management Corp. 32
Oakbrook Investments Llc 32
Baker Tilly Financial, Llc 32
Joseph P. Lucia & Associates, LLC 32
Advent Capital Management /de/ 32
Chartwell Investment Partners, Llc 32
Flaharty Asset Management, LLC 32
Inscription Capital, LLC 32
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 32
Mpwm Advisory Solutions, Llc 32
Morningstar Investment Services LLC 32
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 32
NN Investment Partners Holdings N.V. 32
Crow Point Partners, LLC 32
Key Client Fiduciary Advisors, LLC 32
Gendell Jeffrey L 32
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 32
John W. Brooker & Co., CPAs 32
Ballew Advisors, Inc 32
Forum Funds 32
SpiderRock Advisors, LLC 32
Cohen & Steers Mlp Income & Energy Opportunity Fund 32
Qs Batterymarch Financial Management, Inc 32
Heritage Trust Co 32
Creative Capital Management Investments LLC 32
Sfmg, Llc 32
PRIPX - T. Rowe Price Inflation Protected Bond Fund, Inc. - T. Rowe Price Inflation Protected Bond Fund, Inc. 31
Little House Capital Llc 31
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 31
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 31
Algebris Investments (UK) LLP 31
Retirement Planning Co of New England, Inc. 31
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 31
VSCFX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class P 31
FSA Advisors, Inc. 31
Barometer Capital Management Inc. 31
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 31
VCTPX - VALIC Co I - Inflation Protected Fund 31
Zrc Wealth Management, Llc 31
Crestwood Advisors Group LLC 31
Prospector Partners Llc 31
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 31
THRIVENT SERIES FUND INC - Thrivent Government Bond Portfolio Class A 31
TCNBX - FundVantage Trust - Ambrus Tax-Conscious National Bond Fund Institutional Class 31
6 Meridian 31
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 31
Parcion Private Wealth LLC 31
Courier Capital Llc 31
Masso Torrence Wealth Management Inc. 31
Payden & Rygel 31
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 31
Quantum Financial Advisors, LLC 31
HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A 31
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 31
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 31
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 31
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 31
Family Wealth Group, LLC 31
Jim Saulnier & Associates, Llc 31
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 31
RDA Financial Network 31
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 31
Nuveen Amt-free Quality Municipal Income Fund 31
Peterson Financial Group, Inc. 31
Cambridge Advisors Inc. 31
RBB FUND, INC. - Adara Smaller Companies Fund 31
Exane Derivatives 31
Nuveen Amt-free Municipal Credit Income Fund 31
Spirit Of America Management Corp/ny 31
Family Firm, Inc. 31
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 31
UYG - PROSHARES TRUST - ProShares Ultra Financials 31
Nuveen Quality Municipal Income Fund 31
Koesten, Hirschmann & Crabtree, INC. 31
Thomas J. Herzfeld Advisors, Inc. 31
Centerpoint Advisors, LLC 31
Cpwm, Llc 31
Nelson Capital Management, LLC 31
IYF - iSHARES TRUST - iShares U.S. Financials ETF 31
D'Orazio & Associates, Inc. 31
Water Island Capital Llc 31
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 31
Icon Advisers Inc/co 31
QCM Cayman, Ltd. 31
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 31
FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF 31
Lynx Investment Advisory 31
Pacifica Partners Inc. 31
Central Bank & Trust Co 31
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 31
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 31
M3F, Inc. 31
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 31
Aviva Plc 31
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 31
Black Swift Group, LLC 31
CSat Investment Advisory, L.P. 31
Qrg Capital Management, Inc. 31
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 31
Investment Partners, Ltd. 31
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 31
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 31
FEDERATED INSURANCE SERIES - Federated Fund for U.S. Government Securities II 31
Marcum Wealth, LLC 31
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 31
Annapolis Financial Services, LLC 31
Vima Llc 31
First National Corp /ma/ /adv 31
GSOIX - GOLDMAN SACHS TRUST - Goldman Sachs Government Income Fund Institutional 31
Marquette Asset Management, LLC 31
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 31
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 31
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 31
Hobbs Group Advisors, LLC 31
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 31
Woodley Farra Manion Portfolio Management Inc 31
MUFG Securities EMEA plc 31
Summit X, LLC 31
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 31
Trust Co Of Virginia /va 31
PMC FIG Opportunities LLC 31
NatWest Group plc 31
Affinity Wealth Management Llc 31
Bank of Jackson Hole Trust 31
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 31
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 31
HighMark Wealth Management LLC 31
Planned Solutions, Inc. 31
Deroy & Devereaux Private Investment Counsel Inc 31
Cahill Financial Advisors Inc 31
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial 31
Zweig-DiMenna Associates LLC 31
B.O.S.S. Retirement Advisors, LLC 31
Boyd Watterson Asset Management Llc/oh 31
Ridgewood Investments LLC 31
Occidental Asset Management, LLC 31
Connable Office Inc 31
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 31
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 31
Janus Capital Management Llc 31
Capula Management Ltd 31
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 31
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 31
Quaker Wealth Management, LLC 31
Comprehensive Financial Planning, Inc./PA 31
Profunds - Profund Vp Financials 31
Wayfinding Financial, LLC 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 30
Ssi Investment Management Llc 30
Abich Financial Wealth Management LLC 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 30
MPSUX - BNY MELLON FUNDS TRUST - BNY Mellon Short-Term U.S. Government Securities Fund Class M Shares 30
NJ State Employees Deferred Compensation Plan 30
Fundamentun, Llc 30
Human Investing LLC 30
PLVLX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS EMG Fund Institutional Class 30
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 30
Kmg Fiduciary Partners, Llc 30
Teton Advisors, Inc. 30
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 30
Atwater Malick LLC 30
Win Advisors, Inc 30
Solaris Asset Management Llc 30
Pinkerton Retirement Specialists, LLC 30
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 30
Foguth Wealth Management, LLC. 30
Capital Directions Investment Advisors, LLC 30
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 30
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 30
WealthTrust-Arizona, LLC 30
Zimmermann Investment Management & Planning Llc 30
Royce Value Trust Inc 30
Cigna Investments Inc /new 30
Godsey & Gibb Associates 30
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 30
Morton Brown Family Wealth, LLC 30
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 30
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 30
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 30
POM Investment Strategies, LLC 30
Integral Investment Advisors, Inc. 30
Scissortail Wealth Management, LLC 30
Meritage Portfolio Management 30
Private Wealth Asset Management, LLC 30
Corbenic Partners LLC 30
Fortis Group Advisors, LLC 30
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 30
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 30
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 30
Seizert Capital Partners, Llc 30
Buffington Mohr McNeal 30
ISAM Funds (UK) Ltd 30
Moore Capital Management, Lp 30
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 30
SPC Financial, Inc. 30
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 30
FSIWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Intermediate Treasury Bond Index Fund 30
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 30
Cutler Capital Management, LLC 30
FNY Partners Fund LP 30
Klaas Financial Asset Advisors, LLC 30
Aprio Wealth Management, LLC 30
Farmers National Bank 30
Kesler, Norman & Wride, LLC 30
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 30
Gofen & Glossberg Llc /il/ 30
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 30
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 30
LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A 30
OneAscent Wealth Management LLC 30
Howard Wealth Management, Llc 30
Vantage Financial Partners, LLC 30
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 30
SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A 30
Oder Investment Management, LLC 30
Founders Capital Management 30
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 30
Knights of Columbus Asset Advisors LLC 30
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 30
United Advisor Group, LLC 30
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 30
Pinnacle Summer Investments, Inc. 30
Lake Street Advisors Group, Llc 30
DBSCX - DoubleLine Funds Trust - Doubleline Selective Credit Fund Class I 30
TCG Advisory Services, LLC 30
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 30
McMahon Financial Advisors, LLC 30
Folger Hill Asset Management LP 30
Diametric Capital, LP 30
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 30
Waddell & Reed Financial Inc 30
SYM FINANCIAL Corp 30
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 30
FGOAX - FEDERATED GOVERNMENT INCOME SECURITIES INC - FEDERATED GOVERNMENT INCOME SECURITIES INC Class A Shares 30
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 30
Tcfg Wealth Management, Llc 30
Marino, Stram & Associates Llc 30
Us Financial Advisors, Llc 30
Foster & Motley Inc 30
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 30
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 30
Legacy CG, LLC 30
Element Capital Management Llc 30
AlphaOne Investment Services, LLC 30
Hills Bank & Trust Co 30
Quadrant Private Wealth Management, LLC 30
Kms Financial Services, Inc 30
Wakefield Asset Management LLLP 30
Cowen Group, Inc. 30
Delta Investment Management, LLC 30
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 30
Cookson Peirce & Co Inc 30
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 30
BI Asset Management Fondsmaeglerselskab A/S 30
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 30
Costello Asset Management, INC 30
ELCO Management Co., LLC 30
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 30
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 30
Candriam Luxembourg S.C.A. 30
Private Portfolio Partners Llc 30
Brookfield Asset Management Inc. 29
NovaPoint Capital, LLC 29
TIP - iSHARES TRUST - iShares TIPS Bond ETF 29
Cohen & Steers Global Income Builder, Inc 29
Kwmg, Llc 29
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 29
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 29
Old Point Trust & Financial Services N A 29
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 29
Prentiss Smith & Co Inc 29
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 29
Conning Inc. 29
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 29
FKITX - Franklin Tax Free Trust - Franklin Federal Intermediate-term Tax-free Income Fund Class A1 29
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 29
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 29
Core Wealth Advisors, Inc. 29
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 29
Keebeck Wealth Management, LLC 29
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 29
Pinnacle Wealth Management Group, Inc. 29
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 29
VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares 29
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 29
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 29
Haverford Trust Co 29
JTHIX - James Alpha Funds Trust - James Alpha Total Hedge Portfolio Class I 29
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 29
Polaris Wealth Advisory Group, LLC 29
Beaumont Financial Partners, LLC 29
Texas Yale Capital Corp. 29
Farmers & Merchants Trust Co of Chambersburg PA 29
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 29
Algebris (uk) Ltd 29
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 29
Empirical Asset Management, LLC 29
HCR Wealth Advisors 29
Cornerstone Wealth Group, LLC 29
Burney Co/ 29
PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional 29
BUFT - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Buffered Allocation Defensive ETF 29
MFS VARIABLE INSURANCE TRUST II - MFS Global Governments Portfolio Initial Class 29
Mid Continent Capital Llc/il 29
Man Investments Ltd 29
Engrave Wealth Partners LLC 29
1 North Wealth Services Llc 29
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 29
Arcadia Investment Management Corp/mi 29
Financial Advisory Corp /ut/ /adv 29
PGIJX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Short Duration Multi-Sector Bond Fund C 29
Jain Global LLC 29
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 29
Colonial River Wealth Management, LLC 29
Brand Asset Management Group, Inc. 29
Ionic Capital Management LLC 29
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 29
Gator Capital Management, LLC 29
Vontobel Holding Ltd. 29
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 29
Blackhawk Capital Partners LLC. 29
ShoreHaven Wealth Partners, LLC 29
Allen Capital Group, LLC 29
Holistic Financial Partners 29
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 29
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 29
Monticello Wealth Management, Llc 29
XML Financial, LLC 29
Running Point Capital Advisors, LLC 29
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 29
Whitnell & Co. 29
Strategic Capital Alternatives LLC 29
Legacy Financial Group LLC 29
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 29
Vaughan Nelson Investment Management, L.p. 29
Crescent Capital Consulting, LLC 29
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 29
Calamos Global Dynamic Income Fund 29
BSMQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF 29
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 29
Old Mutual Global Investors (UK) Ltd. 29
Numerai GP LLC 29
BLACKROCK FUNDS - BlackRock Total Factor Fund Institutional Shares 29
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 29
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND 29
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 29
DAAVX - Dunham Funds - Dunham Dynamic Macro Fund Class A 29
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 29
Gideon Capital Advisors, Inc. 29
Evanson Asset Management, LLC 29
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 29
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 29
Mfs Investment Grade Municipal Trust 29
Nemes Rush Group LLC 29
Bridgewater Associates, LP 29
Hilltop National Bank 29
Richardson Financial Services Inc. 29
Mckinley Capital Management Llc /delaware 29
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 29
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 29
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 29
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 29
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 29
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Inflation Protection Fund Standard Class II 28
Signition Lp 28
Parsons Capital Management Inc/ri 28
GMODX - GMO TRUST - GMO Opportunistic Income Fund Class VI 28
Ckw Financial Group 28
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 28
Omnia Family Wealth, LLC 28
LKFIX - LKCM Funds - LKCM Fixed Income Fund 28
Baldrige Asset Management LLC 28
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 28
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 28
Laurel Wealth Planning LLC 28
Peapack Gladstone Financial Corp 28
SWS Partners 28
Profunds - Profund Vp Small-cap Value 28
Cim Investment Mangement Inc 28
PRFHX - T. Rowe Price Tax-Free High Yield Fund, Inc. - T. Rowe Price Tax-Free High Yield Fund, Inc. 28
TBFAX - THRIVENT MUTUAL FUNDS - Thrivent Government Bond Fund Class A 28
9258 Wealth Management, LLC 28
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 28
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 28
Putnam ETF Trust - Putnam ESG Core Bond ETF - 28
Pacific Center for Financial Services 28
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 28
Parisi Gray Wealth Management 28
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 28
Clarius Group, LLC 28
CXHYX - Voyageur Mutual Funds - Delaware National High-yield Municipal Bond Fund Class A 28
Pimco Flexible Credit Income Fund 28
Cardan Capital Partners, LLC 28
Central Pacific Bank - Trust Division 28
Keeley-Teton Advisors, LLC 28
Coston, McIsaac & Partners 28
Northwest & Ethical Investments L.P. 28
Accretive Wealth Partners, LLC 28
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 28
Addison Capital Co 28
Hamel Associates, Inc. 28
Aft, Forsyth & Company, Inc. 28
Citizens Business Bank 28
Girard Partners Ltd. 28
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 28
Weaver C. Barksdale & Associates, Inc. 28
Curian Capital Llc 28
UMNIX - LAZARD FUNDS INC - Lazard US Short Duration Fixed Income Portfolio Institutional Shares 28
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 28
Callan Family Office, LLC 28
Northstar Group, Inc. 28
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 28
Kerntke Otto McGlone Wealth Management Group 28
Berkshire Money Management, Inc. 28
MGB Wealth Management, LLC 28
Nuveen S&p 500 Dynamic Overwrite Fund 28
WMG Financial Advisors, LLC 28
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 28
Spring Creek Capital Llc 28
Washington Trust Advisors, Inc. 28
Agf Investments Inc. 28
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 28
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 28
Equitable Trust Co 28
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 28
McClarren Financial Advisors, Inc. 28
Mfs Intermediate Income Trust 28
Brown, Lisle/cummings, Inc. 28
Intelligence Driven Advisers, LLC 28
Curi Wealth Management, LLC 28
Shapiro Robert N 28
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 28
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 28
Paradigm Financial Partners, Llc 28
Optivise Advisory Services LLC 28
HighPoint Advisor Group LLC 28
Oxford Financial Group Ltd 28
Shamrock Asset Management LLC 28
Westpac Banking Corp 28
Cornell Pochily Investment Advisors, Inc. 28
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 28
Advance Capital Management, Inc. 28
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 28
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 28
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 28
Shufro Rose & Co Llc 28
Ingalls & Snyder Llc 28
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 28
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 28
QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 28
First United Bank Trust/ 28
CapWealth Advisors, LLC 28
Smith Affiliated Capital Corp. 28
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 28
Kavar Capital Partners, LLC 28
Financial Connections Group, Inc. 28
Columbia Partners L L C Investment Management 28
Patton Albertson Miller Group, Llc 28
Symmetry Partners, LLC 28
StrategIQ Financial Group, LLC 28
SVPIX - Profunds - Small-cap Value Profund Investor Class 28
Sheaff Brock Investment Advisors, LLC 28
ERn Financial, LLC 28
Psagot Investment House Ltd. 28
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 28
Wolf Group Capital Advisors 28
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 28
Hexavest Inc. 28
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 28
TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class 28
Antonetti Capital Management LLC 28
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 28
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 28
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 28
Pathway Financial Advisors LLC 28
Berkshire Asset Management Llc/pa 28
Reliance Trust Co Of Delaware 28
PLVTX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS International Fund Institutional Class 28
Sugar Maple Asset Management, LLC 28
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 28
Lansing Street Advisors 28
Tiedemann Advisors, Llc 28
Country Club Bank /gfn 28
FLP Wealth Management, LLC 28
Sigma Investment Counselors Inc 28
Wsfs Capital Management, Llc 28
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 27
Ackerman Capital Advisors, LLC 27
BKM Wealth Management, LLC 27
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 27
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 27
JNL SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 27
Strid Group, LLC 27
1620 Investment Advisors, Inc. 27
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 27
Western Asset/claymore Inflation-linked Securities & Income Fund 27
Evergreen Private Wealth LLC 27
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 27
Shepherd Kaplan Krochuk, Llc 27
Stockman Wealth Management, Inc. 27
Westover Capital Advisors, LLC 27
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 27
North Reef Capital Management LP 27
SCS Capital Management LLC 27
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 27
Fifth Third Wealth Advisors LLC 27
Treasurer of the State of North Carolina 27
Stokes Family Office, LLC 27
Koss-Olinger Consulting, LLC 27
Lake Street Financial Llc 27
Surevest, LLC 27
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 27
Norden Group Llc 27
Cramer Rosenthal Mcglynn Llc 27
Truepoint, Inc. 27
Sonata Capital Group Inc 27
BEAM Asset Management, LLC 27
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 27
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 27
Standard Life Aberdeen plc 27
ERTS Wealth Advisors, LLC 27
Tillar-Wenstrup Advisors, LLC 27
Aviance Capital Partners, LLC 27
Live Your Vision, LLC 27
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 27
Peoples Financial Services Corp. 27
JT Stratford LLC 27
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 27
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 27
Financial Partners Group, Inc 27
Catalytic Wealth RIA, LLC 27
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 27
MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y 27
SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A 27
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 27
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 27
CMBS - iSHARES TRUST - iShares CMBS ETF 27
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 27
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 27
Shine Investment Advisory Services Inc 27
Northwest Capital Management Inc 27
Monument Capital Management 27
Kapitalo Investimentos Ltda 27
Breakwater Capital Group 27
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 27
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 27
Santa Fe Partners LLC 27
Tounjian Advisory Partners, Llc 27
Maple Securities Usa Inc 27
BlackDiamond Wealth Management Inc. 27
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 27
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 27
Berger Financial Group, Inc 27
Parkwood LLC 27
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 27
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 27
STAR Financial Bank 27
Portfolio Strategies, Inc. 27
OHIO NATIONAL FUND INC - ON Bond Portfolio 27
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 27
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 27
WMS Partners, LLC 27
Black Maple Capital Management LP 27
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 27
PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - 27
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 27
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 27
PGSIX - PUTNAM MORTGAGE SECURITIES FUND - PUTNAM U S GOVERNMENT INCOME TRUST Class A Shares 27
John Hancock Hedged Equity & Income Fund 27
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 27
Benchmark Investment Advisors LLC 27
McElhenny Sheffield Capital Management, LLC 27
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 27
Gries Financial Llc 27
First Community Trust Na 27
Saba Capital Management, L.P. 27
Cornerstone Advisory, LLC 27
Goodwin Investment Advisory 27
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 27
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 27
Virginia Retirement System 27
Argent Advisors, Inc. 27
MPS Loria Financial Planners, LLC 27
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 27
Opus Capital Group, LLC 27
Chatham Capital Group, Inc. 27
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 27
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 27
Sumitomo Mitsui DS Asset Management Company, Ltd 27
Atlas Wealth LLC 27
DT Investment Partners, LLC 27
Iowa State Bank 27
Alpenglow Capital LP 27
Sierra Capital LLC 27
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 27
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 27
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 27
Breiter Capital Management Inc 27
Encompass More Asset Management 27
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 27
Family Management Corp 27
First Financial Corp /in/ 27
Range Financial Group LLC 27
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 27
Thomasville National Bank 27
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 27
TAMUX - TRANSAMERICA FUNDS - Transamerica Intermediate Muni A 27
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 27
Horizon Financial Services, Llc 27
Summitry Llc 27
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 27
RDMAX - Mutual Fund & Variable Insurance Trust - Rational/ReSolve Adaptive Asset Allocation Fund Class A 27
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 27
Barnett & Company, Inc. 27
Tyers Asset Management LLC 27
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 27
Whitener Capital Management, Inc. 27
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 27
Bellevue Asset Management, Llc 27
First Midwest Bank Trust Division 27
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 27
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 27
Blueprint Investment Partners LLC 26
Fidelity Multi-Strategy Credit Fund 26
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 26
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 26
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 26
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 26
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 26
MKT Advisors LLC 26
TFG Advisers LLC 26
Wells Fargo Multi-sector Income Fund 26
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 26
Northpointe Capital Llc 26
Capital Research Global Investors 26
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 26
PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund 26
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 26
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 26
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 26
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 26
New England Private Wealth Advisors LLC 26
Norway Savings Bank 26
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 26
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 26
Philadelphia Financial Management of San Francisco, LLC 26
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 26
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 26
Leigh Baldwin & Co., Llc 26
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 26
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 26
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 26
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 26
Clough Global Equity Fund 26
Armbruster Capital Management, Inc. 26
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 26
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 26
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 26
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 26
Forest Hill Capital, LLC 26
TrueWealth Advisors, LLC 26
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 26
Hobart Private Capital, LLC 26
Financial Advantage, Inc. 26
Roof Eidam & Maycock/adv 26
Intercontinental Wealth Advisors, LLC 26
AssuredPartners Investment Advisors, LLC 26
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 26
Alesco Advisors Llc 26
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 26
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 26
Bradley Foster & Sargent Inc/ct 26
Country Club Trust Company, n.a. 26
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 26
DAACX - Adviser Managed Trust - Diversified Equity Fund 26
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 26
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 26
Wade G W & Inc 26
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 26
Maverick Capital Ltd 26
W.G. Shaheen & Associates DBA Whitney & Co 26
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 26
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 26
VKMGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Quality Income Fund CLASS A 26
Turner Investments, L.p. 26
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 26
Ballast Advisors Llc 26
PDS Planning, Inc 26
LBA Wealth Management, LLC 26
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 26
Crawford Investment Counsel Inc 26
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 26
Luken Investment Analytics, LLC 26
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 26
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 26
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 26
Strategy Asset Managers Llc 26
Marathon Trading Investment Management LLC 26
Capital Square, LLC 26
Highland Capital Management, Llc 26
Campbell Multi-strategy Trust 26
DMUSX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Intermediate Fund Class A 26
Decker Retirement Planning Inc. 26
Congress Asset Management Co /ma 26
Capital Wealth Planning, LLC 26
VCSMX - VALIC Co I - Small Cap Fund 26
Sepio Capital, LP 26
Coastline Trust Co 26
MidWestOne Financial Group, Inc. 26
CBOE Vest Financial, LLC 26
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 26
Penobscot Investment Management Company, Inc. 26
Private Capital Management Llc 26
Naviter Wealth, LLC 26
Crumly & Associates Inc. 26
Apella Capital, LLC 26
CBIZ Investment Advisory Services, LLC 26
Godshalk Welsh Capital Management, Inc. 26
Murphy & Mullick Capital Management Corp 26
Cannon Financial Strategists, Inc. 26
Athena Capital Advisors Llc 26
Brasada Capital Management, Lp 26
FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 26
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 26
Heartland Advisors Inc 26
Artemis Investment Management LLP 26
Investment Counselors Of Maryland Llc 26
EdgeRock Capital LLC 26
Risk Paradigm Group, LLC 26
Kingfisher Capital LLC 26
Provident Wealth Management, LLC 26
Zwj Investment Counsel Inc 26
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 26
Pinnacle Family Advisors, LLC 26
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 26
Linscomb & Williams, Inc. 26
IWB - iSHARES TRUST - iShares Russell 1000 ETF 26
San Luis Wealth Advisors LLC 26
PEDIX - PIMCO FUNDS - PIMCO Extended Duration Fund Institutional 26
Peak6 Llc 26
Granite Harbor Advisors, Inc. 26
Twin Capital Management Inc 26
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 26
Mizuho Securities Usa Llc 26
Plotkin Financial Advisors, LLC 26
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 26
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 26
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 26
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 26
Alaska Permanent Fund Corp 26
Trust Co Of Toledo Na /oh/ 26
Machina Capital S.a.s. 26
J Arnold Wealth Management Co 26
Grey Fox Wealth Advisors, LLC 26
Advyzon Investment Management, LLC 26
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 26
Cranbrook Wealth Management, LLC 26
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 26
Systelligence, LLC 26
ADVANCED SERIES TRUST - AST Bond Portfolio 2027 26
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 26
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 26
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 26
Insight Wealth Strategies, LLC 26
Decade Capital Management Llc 26
Willingdon Wealth Management 26
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 26
TriaGen Wealth Management LLC 26
New Age Alpha Advisors, LLC 26
Secured Retirement Advisors, Llc 26
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 26
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 26
Next Capital Management LLC 25
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 25
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 25
TBH Global Asset Management, LLC 25
MGSIX - MFS SERIES TRUST XIII - MFS Government Securities Fund I 25
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 25
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 25
Arden Investment Series Trust 25
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 25
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 25
Resurgent Financial Advisors LLC 25
Jacobus Wealth Management, Inc. 25
Maryland Capital Management 25
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 25
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 25
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 25
Pendal Group Ltd 25
GUSTX - GMO TRUST - GMO U.S. Treasury Fund 25
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 25
Snow Capital Management Lp 25
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF 25
Dearborn Partners Llc 25
Retireful, LLC 25
Schechter Investment Advisors, LLC 25
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 25
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 25
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 25
Pinnacle Wealth Management Advisory Group, LLC 25
West Branch Capital LLC 25
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 25
FYAIX - PROFUNDS - Access Flex High Yield ProFund Investor Class 25
Mayfair Advisory Group, LLC 25
Caisse De Depot Et Placement Du Quebec 25
Sierra Ocean, Llc 25
RGT Wealth Advisors, LLC 25
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 25
Chilton Investment Co Llc 25
Sovereign Financial Group, Inc. 25
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio 25
Principia Wealth Advisory, LLC 25
Timber Creek Capital Management LLC 25
Blue Sky Asset Management, LLC 25
Teton Westwood Funds 25
Clover Partners, L.P. 25
LVW Advisors, LLC 25
Syon Capital Llc 25
Total Investment Management Inc 25
Bedel Financial Consulting Inc 25
Sullivan, Bruyette, Speros & Blaney, LLC 25
Balboa Wealth Partners 25
Bruderman Asset Management, LLC 25
Tiaa Trust, National Association 25
Frazier Financial Advisors, LLC 25
Brighthouse Funds Trust II - Western Asset Management U.S. Government Portfolio Class A 25
Trust Point Inc. 25
Midwest Professional Planners, LTD. 25
Johnson Bixby & Associates, LLC 25
Eagle Strategies LLC 25
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 25
Retirement Income Solutions, Inc 25
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 25
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 25
Telemetry Investments, L.L.C. 25
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 25
West Oak Capital, LLC 25
Highland Capital Management Lp 25
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 25
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 25
LifeSteps Financial, Inc. 25
Jackson Wealth Management, LLC 25
Cedar Mountain Advisors, LLC 25
Litman Gregory Asset Management LLC 25
First National Bank Of Omaha 25
Sterling Manor Financial, LLC 25
Marshall Financial Group LLC 25
AIDAX - BERNSTEIN SANFORD C FUND INC - Diversified Municipal Portfolio AB Intermediate Diversified Municipal Class A 25
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 25
Bright Futures Wealth Management, LLC. 25
Dynamic Capital Management Ltd 25
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 25
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 25
Empower Advisory Group, LLC 25
KBWR - Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF 25
GFS Advisors, LLC 25
4J Wealth Management LLC 25
TFO USA Ltd 25
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 25
Hochman Cole Investment Advisors, Inc. 25
Calamos Global Total Return Fund 25
CPI - IndexIQ ETF Trust - IQ Real Return ETF 25
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 25
CRSOX - Credit Suisse Commodity Strategy Funds - Credit Suisse Commodity Return Strategy Fund Class I 25
Voisard Asset Management Group, Inc. 25
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 25
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 25
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 25
Provenance Wealth Advisors, LLC 25
TGRNX - TIAA-CREF FUNDS - TIAA-CREF Green Bond Fund Institutional Class 25
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 25
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 25
Oliver Luxxe Assets LLC 25
Estate Counselors, LLC 25
Rockefeller Financial Services Inc 25
High Falls Advisors, Inc 25
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 25
MML Series Investment Fund II - MML Equity Rotation Fund Class II 25
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 25
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 25
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 25
Bank Of Hawaii 25
Acorn Financial Advisory Services Inc /adv 25
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 25
Jpmorgan Trust Iii 25
Alpha Omega Wealth Management LLC 25
Raab & Moskowitz Asset Management LLC 25
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 25
PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 25
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 25
New Republic Capital, LLC 25
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 25
Condor Capital Management 25
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 25
Advisor OS, LLC 25
Prostatis Group LLC 25
Ulysses Management LLC 25
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 25
Erste Asset Management GmbH 25
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 25
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 25
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 25
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 25
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 25
Orrstown Financial Services Inc 25
VELA Funds - VELA Short Duration Fund - Class A 25
AUERX - Unified Series Trust - Auer Growth Fund 25
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 25
Point72 Europe (London) LLP 25
SMLAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Managed Municipal Bond Fund Class A 25
Clear Investment Research, Llc 25
Rathbone Brothers plc 25
Covington Investment Advisors Inc. 25
Horan Capital Advisors, LLC. 25
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 25
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 25
WealthStone, Inc. 25
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 25
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 25
Colton Groome Financial Advisors, Llc 25
Hoey Investments, Inc 25
Carolina Wealth Advisors, LLC 25
Sound View Wealth Advisors, Llc 25
Bank Hapoalim Bm 25
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 24
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 24
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 24
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 24
PCG Wealth Advisors, LLC 24
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 24
Cypress Capital Management LLC (WY) 24
Bray Capital Advisors 24
WFCMX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series M CoreBuilder Shares Series M 24
Pitti Group Wealth Management, LLC 24
Hussman Strategic Advisors, Inc. 24
Infrastructure Capital Advisors, Llc 24
MARSHALL WACE ASIA Ltd 24
Clear Perspective Advisors, LLC 24
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 24
Compass Ion Advisors, LLC 24
Invesco Trust For Investment Grade Municipals 24
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 24
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 24
Winton Capital Management Ltd 24
Glovista Investments LLC 24
Graypoint LLC 24
SGPIX - Profunds - Small-cap Growth Profund Investor Class 24
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 24
Etf Managers Group, Llc 24
DecisionPoint Financial, LLC 24
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 24
EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A 24
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 24
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 24
Transcendent Capital Group LLC 24
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 24
INTAX - Columbia Funds Series Trust II - Columbia Strategic Municipal Income Fund Class A 24
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 24
Mariner Investment Group Llc 24
LITAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Intermediate Municipal Bond Fund Class A 24
HMS Capital Management, LLC 24
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 24
Oberweis Asset Management Inc/ 24
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 24
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 24
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 24
Tcw Group Inc 24
TILUX - MORGAN STANLEY PATHWAY FUNDS - Inflation-Linked Fixed Income Fund 24
Bainco International Investors 24
Donaldson Capital Management, Llc 24
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 24
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 24
Private Client Services, Llc 24
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 24
Imprint Wealth LLC 24
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 24
Bahl & Gaynor Inc 24
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 24
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 24
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 24
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 24
Marshall & Sterling Wealth Advisors Inc. 24
Fma Advisory Inc 24
Global X Funds 24
Western Asset Managed Municipals Fund Inc. 24
Rivernorth Capital Management, Llc 24
Reliant Wealth Planning 24
MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A 24
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A 24
Putnam Managed Municipal Income Trust 24
Putnam Municipal Opportunities Trust 24
Chapman Financial Group, Llc 24
Palisade Capital Management Llc/nj 24
Flinton Capital Management LLC 24
First Pacific Financial 24
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 24
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 24
Chiron Capital Management, Llc 24
Meeder Advisory Services, Inc. 24
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 24
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R 24
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 24
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 24
West Family Investments, Inc. 24
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 24
Core Wealth Partners LLC 24
Northwest Bancshares, Inc. 24
Pzena Investment Management Llc 24
Carr Financial Group Corp 24
Mitchell Capital Management Co 24
TruNorth Capital Management, LLC 24
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 24
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 24
PTAEX - PUTNAM TAX EXEMPT INCOME FUND - PUTNAM TAX EXEMPT INCOME FUND Class C Shares 24
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 24
Western Asset High Income Opportunity Fund Inc. 24
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 24
Sumitomo Mitsui Trust Holdings, Inc. 24
Blume Capital Management, Inc. 24
Grimes & Company, Inc. 24
Profunds - Profund Vp Small-cap Growth 24
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 24
BancorpSouth Bank 24
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 24
Kaizen Advisory, Llc 24
Pictet North America Advisors SA 24
Charles Schwab Investment Advisory, Inc. 24
Cedar Wealth Management, LLC 24
Maridea Wealth Management LLC 24
InterOcean Capital, LLC 24
Cypress Capital Group 24
Calamos Wealth Management LLC 24
GSAPX - GOLDMAN SACHS TRUST - Goldman Sachs Inflation Protected Securities Fund Class A 24
Navellier & Associates Inc 24
Andesa Financial Management Inc. 24
Old Port Advisors 24
Kozak & Associates, Inc. 24
Brio Consultants, LLC 24
Econ Financial Services Corp 24
Bbr Partners, Llc 24
Clarkston Capital Partners, LLC 24
Legato Capital Management LLC 24
Advisory Resource Group 24
NOTAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Strategic High Yield Tax-Free Fund Class A 24
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 24
Easterly Investment Partners Llc 24
Covenant Multifamily Offices, LLC 24
Credential Qtrade Securities Inc. 24
Lee Danner & Bass Inc 24
Paradigm, Strategies in Wealth Management, LLC 24
Private Bank & Trust Co 24
Pinnacle Advisory Group, Inc. 24
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 24
Goelzer Investment Management, Inc. 24
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 24
Redwood Financial Network Corp 24
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 24
NB Crossroads Private Markets Access Fund LLC 24
Paragon Private Wealth Management, LLC 24
CTC Alternative Strategies, Ltd. 24
ORG Wealth Partners, LLC 24
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 24
Sageworth Trust Co of South Dakota 24
Miller Howard Investments Inc /ny 24
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 24
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 24
Hengehold Capital Management Llc 24
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 24
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 24
ARS Wealth Advisors Group, LLC 24
Thb Asset Management 24
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 24
TIILX - TIAA-CREF FUNDS - TIAA-CREF Inflation-Linked Bond Fund Institutional Class 24
Gw Henssler & Associates Ltd 24
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF 24
Charter Trust Co 24
FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund 24
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 24
RBF Capital, LLC 24
Round Table Services, LLC 24
USVT - Ultimus Managers Trust - US VALUE ETF 24
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 24
Accuvest Global Advisors 24
David R. Rahn & Associates Inc. 24
CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N 24
Carmel Capital Partners, LLC 24
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 24
Weil Company, Inc. 23
Symphony Financial, Ltd. Co. 23
Halpern Financial, Inc. 23
AlTi Global, Inc. 23
Busey Wealth Management 23
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 23
Fiduciary Financial Group, Llc 23
Adams Wealth Management 23
City Center Advisors, LLC 23
Bollard Group LLC 23
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 23
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 23
Advance Capital I Inc 23
Smith, Salley & Associates 23
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 23
SHV - iSHARES TRUST - iShares Short Treasury Bond ETF 23
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 23
Niemann Capital Management Inc 23
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 23
Pinz Capital Management, LP 23
Nottingham Advisors, Inc. 23
BLB&B Advisors, LLC 23
Praetorian Wealth Management, Inc. 23
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 23
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 23
JAFYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Short Term Government Income Trust NAV 23
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 23
IMS Capital Management 23
Studio Investment Management Llc 23
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 23
Rockland Trust Co 23
Intersect Capital LLC 23
CarsonAllaria Wealth Management, Ltd. 23
Sweet Financial Partners, LLC 23
VCGSX - VALIC Co I - Government Securities Fund 23
Strategic Wealth Partners Group LLC 23
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 23
First Merchants Corp 23
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 23
Perkins Coie Trust Co 23
Pinnacle Private Wealth, LLC 23
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 23
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 23
Newfound Research LLC 23
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 23
Indiana Trust & Investment Management CO 23
Miles Capital, Inc. 23
Dogwood Wealth Management LLC 23
Annex Advisory Services, LLC 23
R&F Capital Advisors LP 23
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 23
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 23
Barber Financial Group, Inc. 23
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 23
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 23
Western Asset High Yield Defined Opportunity Fund Inc. 23
Stock Yards Bank & Trust Co 23
Fourth Dimension Wealth, LLC 23
WestEnd Advisors, LLC 23
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 23
Red Door Wealth Management, LLC 23
JUCY - ETF Series Solutions - Aptus Enhanced Yield ETF 23
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 23
Mfs Government Markets Income Trust 23
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 23
Precedent Wealth Partners, Llc 23
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 23
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 23
Wright Investors Service Inc 23
Northwestern Mutual Investment Services Llc 23
Dimension Capital Management Llc 23
Richmond Investment Services, LLC 23
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 23
Global X Management CO LLC 23
Stearns Financial Services Group 23
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 23
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 23
Neuburgh Advisers LLC 23
Stancorp Investment Advisers Inc 23
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 23
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 23
Invst, LLC 23
Heartland Bank & Trust Co 23
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 23
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 23
Cinctive Capital Management LP 23
Tredje AP-fonden 23
Spot Trading L.l.c. 23
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 23
Blue Square Asset Management, Llc 23
Munder Series Trust 23
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 23
Highland Capital Management Fund Advisors, L.p. 23
Madison Asset Management, LLC 23
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 23
Cardinal Point Capital Management, ULC 23
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 23
Sutton Place Investors Llc 23
SpiderRock Trading LLC 23
Connecticut Wealth Management, LLC 23
TCW ETF Trust - TCW Corporate Bond ETF 23
AXS Investments LLC 23
Crown Wealth Group, LLC 23
Diamond Hill Capital Management Inc 23
FMOAX - FEDERATED MUNICIPAL SECURITIES INCOME TRUST - Federated Municipal High Yield Advantage Fund Class A Shares 23
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 23
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 23
Hartline Investment Corp/ 23
MPNIX - BNY MELLON FUNDS TRUST - BNY Mellon National Intermediate Municipal Bond Fund Class M Shares 23
LaSalle St. Investment Advisors, LLC 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 23
Affiance Financial, LLC 23
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 23
Sabal Trust CO 23
Nicolet Advisory Services, Llc 23
D L Carlson Investment Group Inc 23
Gladius Capital Management LP 23
AHIVX - American Century Investment Trust - High Income Fund Investor Class 23
Sharkey, Howes & Javer 23
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 23
Camden Capital, LLC 23
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 23
TradeLink Global Equity LLC 23
Oak Thistle LLC 23
Rowland Carmichael Advisors Inc /adv 23
Lunt Capital Management, Inc. 23
Bank Of The West 23
Missouri Trust & Investment Co 23
Barrett Asset Management, LLC 23
Mizuho Trust & Banking Co., Ltd. 23
Invesco Municipal Opportunity Trust 23
Tradewinds, LLC. 23
Intrust Bank Na 23
Cambiar Investors Llc 23
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 23
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 23
Boston Trust Walden Corp 23
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 23
Birchbrook, Inc. 23
FLC Capital Advisors 23
Wells Fargo Global Dividend Opportunity Fund 23
Delaware Vip Trust - Delaware Vip Value Series Standard Class 23
Valley Brook Capital Group, Inc. 23
Sowa Financial Group, Inc. 23
Wasatch Advisors Inc 23
Sentinel Trust Co Lba 23
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 23
Nuveen Multi-market Income Fund 23
Beacon Pointe Wealth Advisors, Llc 23
VCFAX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class A 23
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 23
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 23
Greykasell Wealth Strategies, Inc. 23
Graves-Light Private Wealth Management, Inc. 23
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 23
Second Curve Capital Llc 23
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 23
Columbus Macro, LLC 23
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 23
IVSBX - IVY FUNDS - Ivy Global Bond Fund Class B 23
Fusion Family Wealth LLC 23
VSM Wealth Advisory, LLC 23
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 23
Pathway Financial Advisers, LLC 23
Personal Capital Advisors Corp 23
Franklin Templeton ETF Trust - Franklin Income Focus ETF 23
111 Capital 23
Aj Wealth Strategies, Llc 23
EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A 23
Bogle Investment Management L P /de/ 23
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 23
Ategra Capital Management, LLC 23
Cromwell Holdings LLC 23
Elo Mutual Pension Insurance Co 23
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 23
Visionary Asset Management, Inc. 23
Breton Hill Capital Ltd. 23
Diversified, LLC 23
Sentinus, LLC 23
WBLNX - WILLIAM BLAIR FUNDS - William Blair Low Duration Fund Class N 23
Winthrop Partners - Wny, Llc 23
Titleist Asset Management, Llc 23
Tiverton Asset Management Llc 23
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell 23
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 23
Alerus Financial Na 23
Alpha Paradigm Partners, LLC 23
Cfm Wealth Partners Llc 23
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 23
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 22
New England Research & Management, Inc. 22
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 22
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 22
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 22
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 22
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class 22
Whitebox Advisors Llc 22
Liberty Capital Management, Inc. 22
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I 22
VCGAX - VALIC Co I - Growth & Income Fund 22
NORTHWESTERN MUTUAL SERIES FUND INC - Long-Term US Government Bond Portfolio 22
Watson Rebecca 22
Simmons Bank 22
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 22
Forward Management, LLC 22
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 22
SRTTX - SMA RELATIONSHIP TRUST - Series T 22
Maripau Wealth Management Llc 22
ArrowMark Colorado Holdings LLC 22
LMBS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Low Duration Opportunities ETF 22
Amplify ETF Trust - Amplify BlackSwan Tech & Treasury ETF 22
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 22
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 22
Dean Capital Management 22
ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class 22
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 22
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 22
Parkside Investments, LLC 22
CFO4Life Group, LLC 22
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 22
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 22
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 22
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 22
Budros, Ruhlin & Roe, Inc. 22
Circle Wealth Management, LLC 22
Pacific Sun Financial Corp 22
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 22
FHPFX - FIDELITY ADVISOR SERIES II - Fidelity Series Investment Grade Securitized Fund 22
IFM Investors Pty Ltd 22
Qp Wealth Management, Llc 22
Vestor Capital, Llc 22
Matarin Capital Management, LLC 22
Houlihan Financial Resource Group, Ltd. 22
LFA - Lugano Financial Advisors SA 22
GHYMX - GLENMEDE FUND INC - High Yield Municipal Portfolio 22
Milestone Investment Advisors LLC 22
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 22
Brown Advisory Securities, LLC 22
Chartwell Investment Partners/pa 22
Valued Wealth Advisors LLC 22
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 22
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 22
Tradeworx Inc. 22
Tokio Marine Asset Management Co Ltd 22
Prentice Wealth Management LLC 22
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 22
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 22
Consolidated Planning Corp 22
WT Wealth Management 22
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 22
USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A 22
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 22
Fca Corp /tx 22
Nuveen Global High Income Fund 22
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 22
Samlyn Capital, Llc 22
Ascend Capital, Llc 22
Community Bank System, Inc. 22
Gary Goldberg Planning Services Inc 22
Dfa Investment Trust Co - The U.s. Large Cap Value Series 22
Buckhead Capital Management Llc 22
Donoghue Forlines LLC 22
Nfj Investment Group, Llc 22
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 22
Mattern Wealth Management LLC 22
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 22
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 22
EXCRX - MANNING & NAPIER FUND, INC. - Core Bond Series Class S 22
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 22
Glg Llc 22
Oppenheimer Variable Account Funds 22
Blackrock Multi-sector Opportunities Trust 22
Green Square Capital Advisors Llc 22
Palouse Capital Management, Inc. 22
Jump Trading, Llc 22
Standard Family Office LLC 22
Thomas White International Ltd 22
Lombard Odier Asset Management (Europe) Ltd 22
Geneva Advisors, LLC 22
Ruedi Wealth Management, Inc. 22
Agf Management Ltd 22
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 22
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 22
Krane Funds Advisors LLC 22
Altshuler Shaham Ltd 22
Bremer Bank National Association 22
Vista Investment Management 22
XR Securities LLC 22
Twin Focus Capital Partners, Llc 22
Meiji Yasuda Asset Management Co Ltd. 22
Strategic Advisors LLC 22
Voya Global Advantage & Premium Opportunity Fund 22
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 22
Asset Allocation Strategies LLC 22
Cerebellum GP, LLC 22
Managed Account Series II - BlackRock U.S. Mortgage Portfolio Investor A Shares 22
Pekin Hardy Strauss, Inc. 22
Integral Derivatives, LLC 22
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 22
Greenwich Wealth Management LLC 22
United Asset Strategies, Inc. 22
Channing Capital Management, LLC 22
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 22
Mariner Wealth Advisors-NYC, LLC 22
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 22
Ntv Asset Management Llc 22
Philadelphia Trust Co 22
GBIL - Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF 22
Main Management LLC 22
Planning Capital Management Corp 22
Ferguson Wellman Capital Management, Inc 22
JBF Capital, Inc. 22
Madison Investment Holdings Inc 22
Wexford Capital Lp 22
Patriot Financial Partners Gp, Lp 22
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 22
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares 22
Ritter Daniher Financial Advisory LLC / DE 22
Invesco Municipal Trust 22
WMBDX - WESMARK FUNDS - WesMark Government Bond Fund 22
Bremer Trust National Association 22
Frisch Financial Group, Inc. 22
Fortem Financial Group, Llc 22
Bluefin Capital Management, Llc 22
Welch Group, LLC 22
North Square Investments Trust - North Square McKee Bond Fund Class I 22
Fs Credit Income Fund 22
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 22
Bayview Asset Management, Llc 22
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 22
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 22
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 22
Atlantic Private Wealth, LLC 22
Shinko Asset Management Co., Ltd. 22
LMR Master Fund Ltd 22
Filbrandt Wealth Management, LLC 22
Tempus Wealth Planning, LLC 22
CoreFirst Bank & Trust 22
IBTF - iSHARES TRUST - iShares iBonds Dec 2025 Term Treasury ETF 22
Sculptor Capital LP 22
Foresters Investment Management Company, Inc. 22
Leisure Capital Management 22
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 22
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 22
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 22
National Wealth Management Group, LLC 22
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 22
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 22
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 22
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 22
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 22
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 22
Lyell Wealth Management, Lp 22
Fullcircle Wealth Llc 22
Pennsylvania Trust Co 22
Tru Independence Asset Management 2, Llc 22
Matisse Capital 22
KWB Wealth 22
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 22
Harvest Capital Strategies LLC 22
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 22
Paragon Capital Management LLC 22
Redwood Investment Management, Llc 22
Tuttle Tactical Management LLC 22
DCM Advisors, LLC 22
Alliance Wealth Advisors, LLC 22
Jackson Square Capital, Llc 22
Pimco High Income Fund 22
Tobias Financial Advisors, Inc. 22
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 22
Latitude Advisors, LLC 22
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 22
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 22
Green Harvest Asset Management LLC 22
Lifeworks Advisors, LLC 22
Invesco Advantage Municipal Income Trust Ii 22
ADVANCED SERIES TRUST - AST Bond Portfolio 2026 22
Welch & Forbes Llc 22
Invesco Value Municipal Income Trust 22
Klingenstein Fields & Co Lp 22
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund 22
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 22
MML Series Investment Fund II - MML Equity Fund Initial Class 22
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 22
Spectrum Asset Management, Inc. (NB/CA) 22
Field & Main Bank 22
ATFAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Limited Term Municipal Income Class A 22
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 22
Kraematon Investment Advisors, Inc 22
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 22
Tlp Group Llc 22
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative 22
Ronald Blue & Co Llc 22
CCRSX - CREDIT SUISSE TRUST - Commodity Return Strategy Portfolio Class 1 22
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 22
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 22
First Affirmative Financial Network 22
Second Half Financial Partners, LLC 22
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 22
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 22
U S Global Investors Inc 22
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 22
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares 22
Nuveen Intermediate Duration Municipal Term Fund 22
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 22
Hgk Asset Management Inc 21
Lakeridge Wealth Management LLC 21
FirstMerit Bank N A Trustee 21
WAVEX - NORTHERN LIGHTS FUND TRUST II - Longboard Managed Futures Strategy Fund Class A Shares 21
Compass Financial Services Inc 21
Harbor Advisors LLC 21
Live Oak Investment Partners 21
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 21
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 21
Voya Global Equity Dividend & Premium Opportunity Fund 21
Patten & Patten Inc/tn 21
Clarfeld Financial Advisors, Llc 21
TKG Advisors, LLC 21
Private Capital Management, LLC 21
Cca Investments Trust 21
FTSD - Franklin ETF Trust - Franklin Liberty Short Duration U.S. Government ETF 21
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 21
SeaBridge Investment Advisors LLC 21
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 21
Vertex One Asset Management Inc. 21
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 21
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 21
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 21
Reston Wealth Management Llc 21
TAMBX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Tax-Free Bond Fund Class A 21
Jag Capital Management, Llc 21
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 21
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I 21
Mowery & Schoenfeld Wealth Management, LLC 21
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 21
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 21
STXK - EA Series Trust - Strive Small-Cap ETF 21
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 21
Fulton Bank, N.a. 21
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 21
FOINX - Tributary Funds, Inc. - Income Fund Institutional 21
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 21
Napa Wealth Management 21
Blackrock Enhanced Government Fund, Inc. 21
Impax Asset Management Group plc 21
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 21
Proactive Wealth Strategies LLC 21
Doliver Advisors, Lp 21
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 21
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 21
Somerset Trust Co 21
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 21
Shapiro Capital Management Llc 21
Osborn Rohs Williams & Donohoe Ltd 21
Aspire Wealth Management Corp 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 21
Eubel Brady & Suttman Asset Management Inc 21
Security Financial Services, INC. 21
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 21
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 21
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 21
Mason & Associates Inc 21
Aris Wealth Services, Inc. 21
MTGAX - MORGAN STANLEY MORTGAGE SECURITIES TRUST - Morgan Stanley Mortgage Securities Trust A 21
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 21
Hedeker Wealth, LLC 21
Teamwork Financial Advisors, LLC 21
Prosperity Planning, Inc. 21
Capital International Investors 21
Bienville Capital Management, LLC 21
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 21
Semanteon Capital Management, LP 21
Nalls Sherbakoff Group, Llc 21
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 21
Baron Silver Stevens Financial Advisors, Llc 21
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 21
UniSuper Management Pty Ltd 21
NFP Retirement, Inc. 21
Fort Pitt Capital Group, Llc 21
Dowling & Yahnke Llc 21
Mb, Levis & Associates, Llc 21
West Tower Group, LLC 21
Morris Retirement Advisors, LLC 21
Canton Hathaway, LLC 21
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 21
Smart Money Group LLC 21
Kiwi Wealth Investments Limited Partnership 21
S.C. Financial Services, Inc. 21
Nuveen Diversified Dividend & Income Fund 21
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 21
Bristlecone Advisors, LLC 21
One + One Wealth Management, Llc 21
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 21
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 21
Swmg, Llc 21
Schneider Capital Management Corp 21
Walthausen & Co., LLC 21
Azimuth Capital Investment Management LLC 21
DMTFX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Fund Class A 21
M&g Investment Management Ltd 21
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 21
Bayforest Capital Ltd 21
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 21
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 21
Dagco, Inc. 21
Athanor Capital, Lp 21
Campbell Wealth Management 21
Gill Capital Partners, Llc 21
Putnam Funds Trust - Putnam Mortgage Opportunities Fund Class I 21
WBRRX - WILLIAM BLAIR FUNDS - William Blair Income Fund Class N 21
Integre Asset Management, LLC 21
TFBYX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Short Term Bond Fund Y Class 21
FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 21
Jump Trading, LLC 21
Ironsides Asset Advisors, LLC 21
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 21
Castleark Management Llc 21
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 21
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 21
PPNAX - PUTNAM TAX FREE INCOME TRUST - Putnam AMT-Free Municipal Fund Class C Shares 21
Horizons Wealth Management 21
Reby Advisors, LLC 21
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 21
USS Investment Management Ltd 21
Pointe Capital Management LLC 21
RPG Investment Advisory, LLC 21
THAYX - TRANSAMERICA FUNDS - Transamerica High Yield Muni A 21
Rivernorth Opportunities Fund, Inc. 21
Acrisure Capital Management, LLC 21
Painted Porch Advisors LLC 21
QTR Family Wealth, LLC 21
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 21
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 21
Meiji Yasuda Life Insurance Co 21
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 21
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 21
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 21
KPP Advisory Services LLC 21
Aspen Investment Management Inc 21
VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A 21
GTCGX - GLENMEDE FUND INC - Core Fixed Income Portfolio 21
Lumature Wealth Partners, LLC 21
Ferguson Shapiro LLC 21
Callan Capital, LLC 21
Royal Harbor Partners, LLC 21
MBM Wealth Consultants, LLC 21
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 21
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 21
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 21
Lebenthal Asset Management, LLC 21
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 21
Taylor, Cottrill, Erickson & Associates, Inc. 21
Ascent Wealth Partners, LLC 21
Industrial Alliance Investment Management Inc. 21
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 21
E. Ohman J:or Asset Management AB 21
Pflug Koory, LLC 21
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 21
Iberiabank Corp 21
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares 21
URTH - iShares, Inc. - iShares MSCI World ETF 21
Tower Bridge Advisors 21
First New York Securities Llc /ny 21
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 21
Redpoint Investment Management Pty Ltd 21
Virtus ETF Advisers LLC 21
Triangle Securities Wealth Management 21
Wellington Shields & Co., LLC 21
Taylor Wealth Management Partners 21
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 21
Wellington Shields Capital Management, LLC 21
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 21
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 21
Hartford Series Fund Inc 21
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 21
Empirical Finance, LLC 21
ARS Wealth Advisors, LLC 21
Financial Synergies Wealth Advisors, Inc. 21
Phoenix Holdings Ltd. 21
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 21
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 21
RHJ International SA 21
Kodai Capital Management LP 21
Atlantic Edge Private Wealth Management, LLC 21
TrinityPoint Wealth, LLC 21
IXG - iSHARES TRUST - iShares Global Financials ETF 21
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 21
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 21
Wharton Business Group, LLC 21
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 21
Heritage Financial Services, LLC 21
683 Capital Management, LLC 21
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 21
CCMPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Municipal Fund Share class 21
SYSTM Wealth Solutions LLC 21
Spotlight Asset Group, Inc. 21
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 21
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 21
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 21
Hc Financial Advisors Inc 21
Roman Butler Fullerton & Co 21
Unique Wealth Strategies, LLC 21
Levin Capital Strategies, L.p. 21
Morgan Dempsey Capital Management Llc 21
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 21
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 20
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 20
Sterling Financial Planning, Inc. 20
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 20
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 20
Astoria Portfolio Advisors LLC. 20
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 20
Granite Bay Wealth Management, LLC 20
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 20
Advanced Asset Management Advisors Inc 20
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 20
Beaumont Financial Advisors, LLC 20
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 20
Keudell/Morrison Wealth Management 20
Stelac Advisory Services LLC 20
Lombard Odier Asset Management (Switzerland) SA 20
Monroe Bank & Trust/mi 20
Taylor Hoffman Wealth Management 20
Tranquility Partners, LLC 20
American National Insurance Co /tx/ 20
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 20
Long Island Wealth Management, Inc. 20
Sumitomo Life Insurance Co 20
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 20
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 20
BlueCrest Capital Management LLP 20
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 20
Natixis Investment Managers International 20
Gables Capital Management Inc. 20
Stux Capital Management, LLC 20
Retirement Capital Strategies 20
HWG Holdings LP 20
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 20
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 20
PrairieView Partners, LLC 20
Hancock Whitney Investment Services Inc. 20
TAXF - AMERICAN CENTURY ETF TRUST - American Century Diversified Municipal Bond ETF 20
SummitTX Capital, L.P. 20
Clough Capital Partners L P 20
Alpha Financial Partners, LLC 20
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 20
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 20
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 20
Cabana Llc 20
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 20
Boreal Capital Management LLC 20
Fairway Wealth LLC 20
SG3 Management, LLC 20
EMBD - Global X Funds - Global X Emerging Markets Bond ETF 20
Qsemble Capital Management, LP 20
BW Gestao de Investimentos Ltda. 20
Voleon Capital Management Lp 20
JB Capital LLC 20
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 20
CAMG Solamere Management, LLC 20
Asset Planning Services, Ltd. 20
Advisors' Inner Circle Fund - Loomis Sayles Full Discretion Institutional Securitized Fund Institutional Class Shares 20
Private Asset Management Inc 20
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 20
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 20
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 20
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 20
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 20
SWAN Capital LLC 20
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 20
Canandaigua National Bank & Trust Co 20
Hnp Capital Llc 20
Perella Weinberg Partners Capital Management LP 20
Invesco Quality Municipal Income Trust 20
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 20
Graticule Asia Macro Advisors LLC 20
Collaborative Wealth Managment Inc. 20
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 20
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 20
Quantum Capital Management 20
Beirne Wealth Consulting Services, LLC 20
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 20
Systematic Alpha Investments, LLC 20
Livforsakringsbolaget Skandia, Omsesidigt 20
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 20
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class 20
New Capital Management LP 20
Cornerstone Management, Inc. 20
Farringdon Capital, Ltd. 20
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 20
Achievement Holdings L.P. 20
Banco Santander, S.A. 20
Berkley W R Corp 20
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 20
Horizon Investment Services, LLC 20
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 20
Rakuten Securities, Inc. 20
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 20
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 20
Keystone Financial Group, Inc. 20
MLDR - Global X Funds - Global X Intermediate-Term Treasury Ladder ETF 20
Pasadena Private Wealth, LLC 20
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 20
Stegent Equity Advisors, Inc. 20
OmniStar Financial Group, Inc. 20
AIFG Consultants Ltd. 20
Piper Sandler & Co. 20
Todd Asset Management Llc 20
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 20
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 20
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 20
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 20
Corton Capital Inc. 20
EMHC - SPDR SERIES TRUST - SPDR Bloomberg Barclays Emerging Markets USD Bond ETF 20
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 20
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 20
Blue Barn Wealth, LLC 20
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 20
CT Financial Advisors LLC 20
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 20
Pacific Capital Wealth Advisors, Inc 20
High Point Bank & Trust Co 20
PENN SERIES FUNDS INC - Flexibly Managed Fund 20
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R 20
LSMSX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series TF Fund 20
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 20
MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund 20
Jackson Hole Capital Partners, LLC 20
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 20
Boston Family Office Llc 20
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 20
Western Asset/claymore Inflation-linked Opportunities & Income Fund 20
Whalerock Point Partners, Llc 20
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 20
Evergreen Wealth Solutions, LLC 20
Garda Capital Partners Lp 20
Stonebrook Private Inc. 20
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 20
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 20
Lavaca Capital Llc 20
Gabelli Dividend & Income Trust 20
Western Asset Intermediate Muni Fund Inc. 20
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 20
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 20
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 20
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 20
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 20
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 20
First Financial Equity Corporation 20
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 20
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 20
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 20
Bfsg, Llc 20
HSFNX - HENNESSY FUNDS TRUST - Hennessy Small Cap Financial Fund Investor Class 20
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 20
Harbor Financial Services, Llc 20
Aua Capital Management, Llc 20
Fwl Investment Management, Llc 20
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 20
Woodward Diversified Capital, Llc 20
White Pine Capital Llc 20
J.Safra Asset Management Corp 20
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 20
Y.D. More Investments Ltd 20
Nwq Investment Management Company, Llc 20
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 20
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 20
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 20
Cowen And Company, Llc 20
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 20
Hohimer Wealth Management, Llc 20
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 20
Dalton Greiner Hartman Maher & Co 20
Bellecapital International Ltd. 20
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 20
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 20
GM Advisory Group, Inc. 20
EMB - iSHARES TRUST - iShares J.P. Morgan USD Emerging Markets Bond ETF 20
GenTrust, LLC 20
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 20
Wbh Advisory Inc 20
Beverly Hills Private Wealth, LLC 20
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 20
Beck Mack & Oliver Llc 20
West Bancorporation Inc 20
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 20
Summit Asset Management, LLC 20
Stoneridge Investment Partners Llc 20
GLG Partners LP 20
Hcim Trust 20
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 20
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 20
SummerHaven Investment Management, LLC 20
McCarthy & Cox 20
Firethorn Wealth Partners, Llc 20
Alpine Bank Wealth Management 20
Adams Hall Wealth Advisors, LLC 20
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 19
Keeley Asset Management Corp 19
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 19
Elevation Series Trust - RiverNorth Patriot ETF 19
IBTE - iSHARES TRUST - iShares iBonds Dec 2024 Term Treasury ETF 19
S.A. Mason LLC 19
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 19
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 19
Naples Money Management LLC 19
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 19
Avalon Trust Co 19
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 19
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 19
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 19
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 19
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 19
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 19
Day & Ennis, LLC 19
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 19
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 19
Horst & Graben Wealth Management LLC 19
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 19
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 19
Coastal Bridge Advisors, LLC 19
SMB - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Short Municipal Index ETF 19
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 19
STXV - EA Series Trust - Strive 1000 Value ETF 19
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 19
Endowment Wealth Management, Inc. 19
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 19
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 19
Western Asset Municipal Partners Fund Inc. 19
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 19
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 19
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 19
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 19
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 19
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 19
OHFIX - RBB FUND, INC. - Oakhurst Fixed Income Fund Institutional Shares 19
Rebalance, Llc 19
Penseco Financial Services Corp 19
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 19
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 19
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 19
MXEGX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Inflation-Protected Securities Fund Institutional Class 19
Fortress Private Ledger, Llc 19
Andra AP-fonden 19
Silverlake Wealth Management Llc 19
Mint Tower Capital Management B.V. 19
Portside Wealth Group, LLC 19
Gen-Wealth Partners Inc 19
Tributary Capital Management, LLC 19
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 19
Kelman-Lazarov, Inc. 19
HHMAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A 19
LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A 19
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 19
Marathon Capital Management 19
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 19
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 19
Bmc Fund Inc 19
BSMS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF 19
Nicholas Company, Inc. 19
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A 19
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 19
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 19
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 19
Relative Value Fund 19
TCPAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Impact Bond Fund Class A 19
TruWealth Advisors, LLC 19
Texas Capital Bank Wealth Management Services Inc 19
Seawolf Capital, LLC 19
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 19
Birchcreek Wealth Management, LLC 19
New Hampshire Trust 19
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 19
Prosperity Wealth Management, Inc. 19
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 19
Sightline Wealth Advisors, LLC 19
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 19
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 19
Cassaday & Co Wealth Management LLC 19
Ab Pooling Portfolios 19
Northern Capital Management Llc 19
Traub Capital Management LLC 19
LTMFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Municipal Fund - Class A 19
LTUSX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term U.S. Government Fund - Class A 19
Wealthstreet Investment Advisors, LLC 19
Bourgeon Capital Management Llc 19
Proffitt & Goodson Inc 19
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 19
Lokken Investment Group LLC 19
Profunds - Profund Vp Ultramid-cap 19
Conrad Siegel Investment Advisors, Inc. 19
Affinity Investment Advisors, Llc 19
Profunds - Profund Vp Mid-cap Value 19
Khp Capital, Llc 19
New Century Financial Group, LLC 19
Trifecta Capital Advisors, LLC 19
Family Asset Management, LLC 19
Partners Capital Investment Group, Llp 19
Global Wealth Strategies & Associates 19
Schonfeld Group Holdings LLC 19
MDPIX - Profunds - Mid-cap Profund Investor Class 19
MLPIX - Profunds - Mid-cap Value Profund Investor Class 19
UMPIX - Profunds - Ultramid-cap Profund Investor Class 19
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 19
Sterne Agee Group, Inc. 19
Eight 31 Financial Llc 19
Sittner & Nelson, Llc 19
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 19
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 19
Fairfield, Bush & Co. 19
Nicholas Investment Partners, LP 19
Tableaux Llc 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 19
Ceredex Value Advisors LLC 19
Essential Planning, LLC. 19
KC Investment Advisors, LLC 19
Howard Capital Management Inc. 19
Rotella Capital Management, Inc. 19
Sapient Capital Llc 19
Urban Wealth Management, LLC 19
Runnymede Capital Advisors, Inc. 19
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 19
Echo Wealth Management, LLC 19
Ironwood Investment Counsel, LLC 19
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 19
EMC Capital Management 19
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 19
Novare Capital Management Llc 19
F&C Asset Management plc 19
Mattern Capital Management, Llc 19
Jackson, Grant Investment Advisers, Inc. 19
United Income, Inc. 19
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 19
Patron Partners Advisors, Llc 19
Acima Private Wealth, Llc 19
Scientech Research LLC 19
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 19
Legacy Wealth Asset Management, LLC 19
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 19
Lineweaver Wealth Advisors, LLC 19
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 19
Edmond De Rothschild (suisse) S.a. 19
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 19
JIHDX - John Hancock Funds II - High Yield Fund Class 1 19
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 19
Nuveen Municipal Credit Opportunities Fund 19
T. Rowe Price Investment Management, Inc. 19
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 19
Sloy Dahl & Holst, LLC 19
Lowe Brockenbrough & Co Inc 19
Arlington Financial Advisors, LLC 19
MorganRosel Wealth Management, LLC 19
Full Sail Capital, LLC 19
Stanley-Laman Group, Ltd. 19
Equitec Proprietary Markets, Llc 19
Gyl Financial Synergies, Llc 19
Qtron Investments LLC 19
Lighthouse Investment Partners, LLC 19
Spdr S&p Midcap 400 Etf Trust 19
Siligmueller & Norvid Wealth Advisors LLC 19
Sippican Capital Advisors 19
BankPlus Trust Department 19
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 19
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 19
GFG Capital, LLC 19
Lumbard & Kellner, LLC 19
NINE MASTS CAPITAL Ltd 19
Sphinx Trading, Lp 19
Discovery Capital Management, Llc / Ct 19
Principal Street Partners, LLC 19
Marshall Investment Management, Llc 19
Royal London Asset Management Ltd 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 19
BRC Investment Management LLC 19
Farmer Steven Patrick 19
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 19
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 19
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 19
Garde Capital, Inc. 19
Global Strategic Investment Solutions, LLC 19
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 19
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 19
Global Endowment Management, LP 19
Widmann Financial Services, Inc. 19
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 19
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 19
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 19
Price Capital Management, Inc. 19
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 19
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 19
BlackRock Portfolio Management LLC 19
Carnick & Kubik, LLC 19
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 19
NuWave Investment Management, LLC 19
Bp Plc 19
Gilbert & Cook, Inc. 19
AQGNX - AQR Funds - AQR Global Equity Fund Class N 19
HighTower Trust Services, LTA 19
Horizon Kinetics LLC 19
Cobiz Investment Management, Llc 19
Strengthening Families & Communities, LLC 19
Achmea Investment Management B.V. 19
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 19
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 19
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 19
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 19
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 19
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 19
Karlinski Andrew C 19
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 19
Foundry Financial Group, Inc. 19
VMIDX - VALIC Co I - Mid Cap Index Fund 19
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 19
Horizon Bancorp Inc /in/ 19
Jnl Series Trust - Jnl/jpmorgan Us Government & Quality Bond Fund (a) 19
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 19
TradeLink Capital LLC 19
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 19
Korea Investment CORP 19
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 19
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 19
NOMIX - Northern Funds - Northern Mid Cap Index Fund 19
Mystic Asset Management, Inc. 19
AT Bancorp 19
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 19
Community Financial Services Group, LLC 19
Pure Financial Advisors, Inc. 19
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 19
Autumn Glory Partners, LLC 19
Meristem Family Wealth, LLC 19
CHURCHILL MANAGEMENT Corp 19
Gateway Investment Advisers Llc 19
Apeiron RIA LLC 19
Chase Investment Counsel Corp 19
Cardiff Park Advisors, Llc 19
Carret Asset Management, Llc 19
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 19
Westend Capital Management LLC 19
Holos Integrated Wealth LLC 19
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 19
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 19
E&G Advisors, LP 19
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 19
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 19
Tilia Fiduciary Partners, Inc. 19
DnB Asset Management AS 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 19
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 19
Level Financial Advisors, Inc. 19
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 19
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 19
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 19
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 19
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 19
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 19
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 19
Mairs & Power Inc 19
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 19
American Funds Insurance Series 19
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 18
Hightower 6M Holding, LLC 18
Farr Miller & Washington Llc/dc 18
Smith & Howard Wealth Management, LLC 18
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 18
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 18
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 18
CSM Advisors, LLC 18
FourThought Financial Partners, LLC 18
Founders Bank & Trust 18
1ws Credit Income Fund 18
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 18
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 18
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 18
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 18
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 18
Cadence Bank Na 18
IBMK - iSHARES TRUST - iShares iBonds Dec 2022 Term Muni Bond ETF 18
Centricity Wealth Management, LLC 18
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 18
Moss Adams Wealth Advisors LLC 18
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 18
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 18
Stonehage Fleming Financial Services Holdings Ltd 18
Capitolis Advisors LLC 18
Legend Financial Advisors, Inc. 18
B. Metzler seel. Sohn & Co. AG 18
Brown Financial Advisors 18
Brave Asset Management Inc 18
Dai-Ichi Life Insurance Company, Ltd 18
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 18
Cottonwood Capital Advisors, Llc 18
Price Wealth Management, Inc. 18
Walled Lake Planning & Wealth Management, Llc 18
MOTMX - BNY MELLON FUNDS TRUST - BNY Mellon Municipal Opportunities Fund Class M 18
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 18
Griffin Asset Management, Inc. 18
Hodges Capital Management Inc. 18
Tdam Usa Inc. 18
Mn Services Vermogensbeheer B.V. 18
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 18
Aberdeen Asset Management Plc/uk 18
Eagle Growth & Income Opportunities Fund 18
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 18
WPWealth LLP 18
Linden Thomas Advisory Services, LLC 18
Fred Alger Management, Llc 18
Avaii Wealth Management, Llc 18
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 18
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 18
Gratus Capital LLC 18
Beach Investment Counsel Inc/pa 18
Petix & Botte Co 18
B. Riley Financial, Inc. 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Government Bond Fund Class I 18
Alpine Associates Management Inc. 18
Continental Advisors Llc 18
MainStreet Investment Advisors LLC 18
Cobblestone Capital Advisors Llc /ny/ 18
Clarus Group, Inc. 18
Parasol Investment Management, LLC 18
Cooper/haims Advisors, Llc 18
Foster Dykema Cabot & Partners, Llc 18
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 18
New England Investment & Retirement Group, Inc. 18
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 18
Hamilton Capital, LLC 18
Hunter Perkins Capital Management, LLC 18
Clear Perspectives Financial Planning, LLC 18
Avantra Family Wealth, Inc. 18
Wilmington Funds Management Corp 18
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 18
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 18
Monetary Management Group Inc 18
Arcadia Investment Advisors Llc 18
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 18
Capital CS Group, LLC 18
Sandy Cove Advisors, LLC 18
F/M Investments LLC 18
Nuveen Select Maturities Municipal Fund 18
IBTI - iSHARES TRUST - iShares iBonds Dec 2028 Term Treasury ETF 18
West Michigan Advisors, Llc 18
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 18
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 18
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 18
CGC Financial Services, LLC 18
180 Wealth Advisors, Llc 18
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 18
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 18
Manning & Napier Advisors Llc 18
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 18
Delphi Private Advisors LLC 18
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 18
Groupama Asset Managment 18
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 18
Davis R M Inc 18
Greenline Partners, LLC 18
Guardian Life Insurance Co Of America 18
Sentinel Pension Advisors Inc 18
NinePointTwo Capital 18
Asio Capital, LLC 18
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 18
Genesee Valley Trust Co 18
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 18
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 18
Goodman Advisory Group, LLC 18
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 18
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 18
Landmark Wealth Management, LLC 18
Roanoke Asset Management Corp/ Ny 18
Epoch Investment Partners, Inc. 18
Capital Insight Partners, Llc 18
South Texas Money Management Ltd 18
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 18
Worldquant Millennium Advisors Llc 18
Peregrine Asset Advisers, Inc. 18
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 18
Nissay Asset Management Corp /japan/ /adv 18
Mengis Capital Management, Inc. 18
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 18
DiMeo Schneider & Associates, L.L.C. 18
GHQIX - AMERICAN BEACON FUNDS - American Beacon Garcia Hamilton Quality Bond Fund Institutional Class 18
Fusion Investment Group, LLC 18
Oak Harbor Wealth Partners, Llc 18
Mathes Company, Inc. 18
Entrustpermal Partners Offshore Lp 18
Arvest Investments, Inc. 18
Yellowstone Partners, LLC 18
Bluestein R H & Co 18
CrestPoint Capital Management, LLC 18
WealthCare Investment Partners, LLC 18
Piershale Financial Group, Inc. 18
Cullen Capital Management, LLC 18
URFRX - USAA MUTUAL FUNDS TRUST - Target Retirement 2040 Fund 18
URTRX - USAA MUTUAL FUNDS TRUST - Target Retirement 2030 Fund 18
Steinberg Global Asset Management 18
Solstein Capital, LLC 18
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 18
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 18
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 18
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 18
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 18
Asset Advisors Corp 18
Cerro Pacific Wealth Advisors LLC 18
V-Square Quantitative Management LLC 18
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 18
Arrowgrass Capital Partners (us) Lp 18
Magnolia Capital Advisors Llc 18
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 18
Caliber Wealth Management, LLC / KS 18
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 18
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 18
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 18
TCUDX - TRUST FOR CREDIT UNIONS - Short Duration Portfolio TCU Shares 18
Deutsche Strategic Municipal Income Trust 18
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 18
Douglass Winthrop Advisors, LLC 18
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 18
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 18
Delos Wealth Advisors, LLC 18
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 18
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 18
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 18
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 18
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 18
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 18
PNC Managed Account Solutions, Inc. 18
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 18
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 18
Gulf International Bank (UK) Ltd 18
Family Legacy, Inc. 18
Kempen Capital Management N.v. 18
Davis Capital Partners, Llc 18
Greenland Capital Management LP 18
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 18
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 18
Cabot Wealth Management Inc 18
RHS Financial, LLC 18
Tri-continental Corp 18
Platform Technology Partners 18
Beacon Investment Advisory Services, Inc. 18
iA Global Asset Management Inc. 18
Wilmington Trust, National Association 18
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 18
National Pension Service 18
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 18
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 18
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 18
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 18
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 18
BSMR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 18
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 18
Woodline Partners LP 18
American Economic Planning Group Inc /adv 18
WorthPointe, LLC 18
Obermeyer Wood Investment Counsel, Lllp 18
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 18
First Fiduciary Investment Counsel, Inc. 18
IronBridge Private Wealth, LLC 18
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 18
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 18
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 18
Pinnacle Wealth Advisors 18
Third Avenue Management Llc 18
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 18
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 18
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 18
Forsta Ap-fonden 18
Walker Asset Management, LLC 18
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 18
Hoxton Planning & Management, LLC 18
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 18
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 18
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 18
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 18
Lourd Capital, LLC 18
Minerva Advisors LLC 18
Freedom Wealth Alliance, Llc 18
Wealth Preservation Advisors, LLC 18
APMU - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Intermediate Municipal Bond ETF 18
Duncan Williams Asset Management, LLC 18
Steele Capital Management, Inc. 18
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 18
Lehman Financial Resources, Inc. 18
PENN SERIES FUNDS INC - Small Cap Value Fund 18
LJI Wealth Management, LLC 18
JTFCX - JPMORGAN TRUST II - JPMorgan Tax Free Bond Fund Class C 18
Beck Bode, LLC 18
Genesee Capital Advisors, LLC 18
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 18
Bridgewater Advisors Inc. 18
Williams Jones Wealth Management, LLC. 18
Banco Bilbao Vizcaya Argentaria, S.a. 18
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 18
Stableford Capital Ii Llc 18
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 18
Seeyond 18
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 18
American Financial Group Inc 18
Ossiam 18
Fjarde Ap-fonden /fourth Swedish National Pension Fund 18
BKA Wealth Consulting, Inc. 18
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 18
REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class 18
John Hancock Investors Trust 18
Windsor Group LTD 18
Interactive Financial Advisors 17
Silicon Valley Capital Partners 17
Artisan Partners Limited Partnership 17
Boenning & Scattergood, Inc. 17
Hurley Capital, LLC 17
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 17
Israel Discount Bank of New York 17
Lcnb Corp 17
Weaver Capital Management LLC 17
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 17
Life Planning Partners, Inc 17
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 17
Concentrum Wealth Management 17
Matthew Goff Investment Advisor, LLC 17
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 17
Hunter Associates Investment Management Llc 17
BUFG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Buffered Allocation Growth ETF 17
Adamsbrown Wealth Consultants Llc 17
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 17
Fairhaven Wealth Management, LLC 17
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 17
Wealth & Pension Services Group, Inc. 17
Investment Research & Advisory Group, Inc. 17
Davis Investment Partners, LLC 17
SBFAX - Trust for Advised Portfolios - 1919 Financial Services Fund Class A 17
Resolute Advisors LLC 17
Quantitative Advantage, LLC 17
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 17
CenturyLink Investment Management Co 17
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 17
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 17
Rather & Kittrell, Inc. 17
Castle Creek Arbitrage, LLC 17
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 17
Brick & Kyle, Associates 17
D.B. Root & Company, LLC 17
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 17
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 17
Hickory Asset Management, Inc. 17
Trinity Wealth Management, LLC 17
Oppenheimer Quest For Value Funds 17
Purus Wealth Management, LLC 17
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 17
Norinchukin Bank, The 17
GKV Capital Management Co., Inc. 17
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 17
Moody Aldrich Partners Llc 17
Commons Capital, Llc 17
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 17
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 17
RMRKX - Rimrock Funds Trust - Rimrock Core Bond Fund 17
Calamos Dynamic Convertible & Income Fund 17
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 17
IBTG - iSHARES TRUST - iShares iBonds Dec 2026 Term Treasury ETF 17
Calamos Convertible & High Income Fund 17
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 17
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 17
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 17
Team Financial Group, LLC 17
Goldstone Financial Group, LLC 17
Angeles Wealth Management, Llc 17
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 17
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 17
IBTD - iSHARES TRUST - iShares iBonds Dec 2023 Term Treasury ETF 17
Premier Asset Management Llc 17
Juncture Wealth Strategies, Llc 17
Daiwa Capital Markets America Inc. 17
New Jersey Better Educational Savings Trust 17
Cahaba Wealth Management, Inc. 17
DeDora Capital, Inc. 17
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 17
URFFX - USAA MUTUAL FUNDS TRUST - Target Retirement 2050 Fund 17
BTC Capital Management, Inc. 17
Calamos Convertible Opportunities & Income Fund 17
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 17
Legacy Solutions, Llc 17
Vision Capital Management, Inc. 17
Fortis Capital Management LLC 17
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 17
Investment House Llc 17
New England Asset Management Inc 17
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 17
AIEQ - ETF Managers Trust - AI Powered Equity ETF 17
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 17
Simply Money Advisors 17
Smith Chas P & Associates Pa Cpas 17
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 17
LHIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia High Yield Municipal Fund Class A 17
Madison Wealth Partners, Inc 17
Aureus Asset Management, LLC 17
Biondo Investment Advisors, LLC 17
ASB Consultores, LLC 17
URINX - USAA MUTUAL FUNDS TRUST - Target Retirement Income Fund 17
Abundance Wealth Counselors 17
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 17
SVA Wealth Management, LLC 17
Arcus Capital Partners, LLC 17
Tradition Capital Management Llc 17
Optimal Asset Management, Inc. 17
Cornerstone Advisors Inc 17
Retirement Guys Formula Llc 17
Capital International Inc /ca/ 17
ETHYX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance High Yield Municipal Income Fund Class A 17
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 17
Knuff & Co LLC 17
WFA Asset Management Corp 17
Burke & Herbert Bank & Trust Co 17
Amica Mutual Insurance Co 17
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 17
Vertex Planning Partners, LLC 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 17
Searle & Co. 17
Essex Investment Management Co Llc 17
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 17
Centennial Bank/AR/ 17
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 17
Bar Harbor Trust Services 17
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 17
Ada Investment Management, LP 17
Crew Capital Management, Ltd. 17
Fifth Lane Capital, Lp 17
Balasa Dinverno & Foltz Llc 17
Highland Private Wealth Management 17
Stanford Investment Group, Inc. 17
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 17
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 17
Lombard Odier Asset Management (USA) Corp 17
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 17
Caas Capital Management Lp 17
Zhang Financial LLC 17
Paladin Wealth, LLC 17
Rps Advisory Solutions Llc 17
Advantage Alpha Capital Partners LP 17
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 17
Bank OZK 17
Manning & Napier Group, LLC 17
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 17
STIP - iSHARES TRUST - iShares 0-5 Year TIPS Bond ETF 17
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 17
Compass Wealth Management LLC 17
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 17
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 17
Sunpointe, LLC 17
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 17
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 17
FBAGX - FIDELITY SALEM STREET TRUST - Fidelity Tactical Bond Fund 17
My Legacy Advisors, LLC 17
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 17
Epic Trust Investment Advisors, LLC 17
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 17
Kades & Cheifetz LLC 17
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 17
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 17
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 17
MSTI - Madison ETFs Trust - Madison Short-Term Strategic Income ETF 17
Droms Strauss Advisors Inc /mo/ /adv 17
Euclid Advisors LLC 17
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 17
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock National Municipal Fund Investor A 17
Gallacher Capital Management LLC 17
Cleararc Capital Inc 17
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 17
Mjp Associates Inc /adv 17
CFSTX - COMMERCE FUNDS - The Short Term Government Fund Shares 17
Norwood Financial Corp 17
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 17
Davidson Investment Advisors 17
Amica Retiree Medical Trust 17
Schneider Downs Wealth Management Advisors, LP 17
Curio Wealth, Llc 17
Fayez Sarofim & Co 17
JACKSON VARIABLE SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (A) 17
SNS Financial Group, LLC 17
Wealth Alliance Advisory Group, LLC 17
Bivin & Associates, Inc. 17
SCSSX - STERLING CAPITAL FUNDS - Sterling Capital Securitized Opportunities Fund A Class 17
FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares 17
Legacy Bridge, LLC 17
PKS Advisory Services, LLC 17
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 17
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 17
Mission Creek Capital Partners, Inc. 17
Stadion Money Management, LLC 17
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 17
Signature Resources Capital Management, LLC 17
Cantor Fitzgerald Investment Adviser L.p. 17
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 17
Gdl Fund 17
Yoder Wealth Management, Inc. 17
Columbia Advisory Partners Llc 17
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 17
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 17
First Financial Bank - Trust Division 17
Stablepoint Partners, LLC 17
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 17
Pvg Asset Management Corp 17
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 17
River & Mercantile Asset Management Llp 17
Gluskin Sheff & Assoc Inc 17
Eagle Ridge Investment Management 17
TAXX - BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Short Duration ETF 17
JPMB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan USD Emerging Markets Sovereign Bond ETF 17
Moneywise, Inc. 17
Paul Damon & Associates, Inc. 17
ADVANCED SERIES TRUST - AST Bond Portfolio 2022 17
Binnacle Investments Inc 17
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 17
Quotient Investors, LLC 17
REDW Wealth LLC 17
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 17
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 17
MFS VARIABLE INSURANCE TRUST II - MFS Government Securities Portfolio Initial Class 17
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 17
Inverness Counsel Llc /ny/ 17
Zions Bancorporation, National Association /ut/ 17
Briaud Financial Planning, Inc 17
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 17
Freestone Grove Partners LP 17
Capital Management Associates /ny/ 17
Becker Capital Management Inc 17
Liberty All Star Equity Fund 17
Butensky & Cohen Financial Security, Inc 17
Lord & Richards Wealth Management, LLC 17
Mizuho Asset Management Co.,Ltd. 17
Carl P. Sherr & Co., LLC 17
NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A 17
Williams Financial, LLC 17
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 17
COLTX - COLUMBIA FUNDS SERIES TRUST I - Columbia Tax-Exempt Fund Class A 17
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 17
Retirement Financial Solutions, Llc 17
IPG Investment Advisors LLC 17
Dixon Hubard Feinour & Brown Inc/va 17
Dynasty Wealth Management, Llc 17
RIMCX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Intermediate Fixed Income Fund Class N 17
First American Trust, Fsb 17
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 17
Werba Rubin Papier Wealth Management 17
Murphy, Middleton, Hinkle & Parker, Inc. 17
Western Asset Municipal Defined Opportunity Trust Inc. 17
Standard Life Investments LTD 17
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 17
HFG Advisors, Inc. 17
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 17
PYA Waltman Capital, LLC 17
Stringer Asset Management, Llc 17
Mcmillion Capital Management Inc 17
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 17
Robbins Farley Llc 17
Grandview Asset Management LLC 17
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 17
Flagship Private Wealth, LLC 17
Banco de Sabadell, S.A 17
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 17
Haberer Registered Investment Advisor Inc 17
Trust Co Of Oklahoma 17
AMF Pensionsforsakring AB 17
Thrive Capital Management, LLC 17
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 17
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 17
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 17
B. Metzler seel. Sohn & Co. Holding AG 17
Freedman Financial Associates, Inc. 17
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 17
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 17
Rs Investment Management Co Llc 17
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 17
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 17
Wealthshield, Llc 17
ID Management A/S 17
Friedenthal Financial 17
J. L. Bainbridge & Co., Inc. 17
Guardian Capital Lp 17
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 17
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 17
Claudia M.p. Batlle, Crp (r) Llc 17
Riverwater Partners LLC 17
Cantor Fitzgerald, L. P. 17
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 17
John Hancock Collateral Trust - John Hancock Collateral Trust 17
Moody Lynn & Lieberson, Llc 17
Maple Capital Management, Inc. 17
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 17
LINVGR - First Investors Life Series Funds - First Investors Life Series Investment Grade Fund 17
A3 Alternative Credit Fund 16
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 16
Sivia Capital Partners, LLC 16
Prana Capital Management, LP 16
LVPIX - Profunds - Large-cap Value Profund Investor Class 16
1492 Capital Management LLC 16
Neville Rodie & Shaw Inc 16
ULPIX - Profunds - Ultrabull Profund Investor Class 16
Altman Advisors, Inc. 16
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 16
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 16
Riverchase Wealth Management, Llc 16
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 16
Diversify Wealth Management, Llc 16
Marble Harbor Investment Counsel, LLC 16
qPULA Trading Management LP 16
ForthRight Wealth Management, LLC 16
BLPIX - Profunds - Bull Profund Investor Class 16
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 16
Pier 88 Investment Partners Llc 16
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 16
Tlwm 16
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares 16
Burleson & Company, LLC 16
McLean Asset Management Corp 16
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 16
PUTNAM VARIABLE TRUST - Putnam VT Mortgage Securities Fund Class IA Shares 16
Connor Clark & Lunn Investment Management Ltd 16
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 16
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 16
Hoese & Co LLP 16
Rampart Investment Management Company, LLC 16
Reliant Investment Management, LLC 16
Alphagen Securities Llc 16
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 16
Delap Wealth Advisory, Llc 16
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 16
Anson Funds Management LP 16
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 16
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 16
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 16
WNY Asset Management, LLC 16
EANAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance National Municipal Income Fund Class A 16
Kickstand Ventures, Llc. 16
Worth Financial Advisory Group, LLC 16
FPNIX - FPA NEW INCOME INC - FPA New Income, Inc. 16
ICONIQ Capital, LLC 16
Townsend Asset Management Corp /nc/ /adv 16
MMIT - IndexIQ Active ETF Trust - IQ MacKay Municipal Intermediate ETF 16
Cna Financial Corp 16
3D/L Capital Management, LLC 16
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 16
Citizens National Bank Trust Department 16
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 16
Shakespeare Wealth Management, Inc. 16
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF 16
Wealthstar Advisors, Llc 16
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 16
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 16
Owen LaRue, LLC 16
Watershed Asset Management, L.L.C. 16
Armor Investment Advisors, LLC 16
Asset Advisors Investment Management, LLC 16
Wick Capital Partners, LLC 16
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 16
Virginia National Bank 16
State of New Jersey Common Pension Fund A 16
Voya Prime Rate Trust 16
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 16
SMITH HAYES Advisers, Inc 16
Price Michael F 16
Western Asset Municipal High Income Fund Inc. 16
LKBAX - LKCM Funds - LKCM Balanced Fund 16
Angeles Investment Advisors, LLC 16
West Chester Capital Advisors, Inc 16
Strategic Investment Advisors / MI 16
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 16
Sumitomo Mitsui Financial Group, Inc. 16
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 16
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 16
Sargent Investment Group, LLC 16
BERIX - Chartwell Funds - Berwyn Income Fund 16
Karpus Management, Inc. 16
Re Advisers Corp 16
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 16
Fagan Associates, Inc. 16
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 16
Vigilare Wealth Management 16
American Independence Funds Trust 16
Delphi Management Inc /ma/ 16
Willis Johnson & Associates, Inc. 16
Ostrum Asset Management 16
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 16
Ccm Investment Advisers Llc 16
Caxton Associates Llp 16
Boston Financial Mangement Llc 16
Heritage Oak Wealth Advisors Llc 16
Edgemoor Investment Advisors, Inc. 16
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 16
Lloyds Banking Group plc 16
Supplemental Annuity Collective Trust of NJ 16
AVMU - AMERICAN CENTURY ETF TRUST - Avantis Core Municipal Fixed Income ETF 16
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 16
Lockheed Martin Investment Management Co 16
Applied Finance Capital Management, LLC 16
Cynosure Management, Llc 16
Wills Financial Group, Inc. 16
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 16
DC Investments Management, LLC 16
BlackRock Multi-Sector Opportunities Trust II 16
Northeast Financial Consultants Inc 16
AJOVista, LLC 16
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 16
Swaine & Leidel Wealth Services, Llc 16
Foster Victor Wealth Advisors, LLC 16
CCMG - EA Series Trust - CCM Global Equity ETF 16
Stratton Management Co 16
DHNAX - DIAMOND HILL FUNDS - Diamond Hill Core Plus Bond Fund Investor 16
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 16
KG&L Capital Management,LLC 16
Greenfield Savings Bank 16
AdvisorShares Investments LLC 16
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 16
Paradigm Financial Advisors, LLC 16
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 16
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 16
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 16
Precision Wealth Strategies, LLC 16
Moseley Investment Management Inc 16
True North Advisors, LLC 16
Loews Corp 16
Burns Matteson Capital Management, LLC 16
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 16
Landaas & Co /wi /adv 16
Security National Bank 16
Neuberger Berman Intermediate Municipal Fund Inc 16
Rs Investment Trust 16
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 16
Beacon Harbor Wealth Advisors, Inc. 16
Strategic Financial Services, Inc, 16
Syntal Capital Partners, LLC 16
Navalign, LLC 16
Hefty Wealth Partners 16
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 16
K.J. Harrison & Partners Inc 16
Tegean Capital Management, Llc 16
Vivaldi Asset Management, LLC 16
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 16
JMUB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 16
FLTN - Collaborative Investment Series Trust - Rareview Inflation/Deflation ETF 16
Guyasuta Investment Advisors Inc 16
North Capital, Inc. 16
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R 16
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 16
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 16
Lionsbridge Wealth Management LLC 16
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 16
Coyle Financial Counsel LLC 16
Crescent Grove Advisors, LLC 16
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 16
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 16
Sterling Investment Counsel, LLC 16
Signator Financial Services, Inc. 16
Kb Financial Partners, Llc 16
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 16
Pacific Ridge Capital Partners, LLC 16
Quantedge Capital Pte Ltd 16
Desjardins Global Asset Management Inc. 16
King Wealth 16
Sterling Global Strategies LLC 16
Nbw Capital Llc 16
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 16
Duquesne Family Office LLC 16
BridgePort Financial Solutions, LLC 16
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 16
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 16
Iron Financial, LLC 16
Smith Anglin Financial, LLC 16
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 16
Fiduciary Group LLC 16
Adell Harriman & Carpenter Inc 16
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 16
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 16
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 16
Optas, LLC 16
Smallwood Wealth Investment Management, LLC 16
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 16
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 16
M&G Plc 16
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 16
Fairman Group, LLC 16
Old Dominion Capital Management Inc 16
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 16
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 16
Tobam 16
Northstar Wealth Partners LLC 16
PGGM Investments 16
ABASX - AB TRUST - AB Discovery Value Fund Class A 16
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 16
Grace Capital 16
Argent Trust Co 16
RKL Wealth Management LLC 16
Islay Capital Management, Llc 16
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 16
Ken Stern & Associates, Inc. 16
Cheviot Value Management, LLC 16
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 16
New York Life Trust Co 16
ZPR Investment Management 16
Israel Discount Bank Of New York /gfn 16
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 16
Ergawealth Advisors, Inc. 16
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 16
Edge Financial Advisors LLC 16
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 16
PharVision Advisers, LLC 16
Cavalier Investments, LLC 16
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 16
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 16
Kelly Lawrence W & Associates Inc/ca 16
Pegasus Partners Ltd. 16
Bks Advisors, Llc 16
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 16
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 16
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 16
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 16
Fractal Investments LLC 16
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 16
ENDW - EA Series Trust - Cambria Endowment Style ETF 16
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 16
Capasso Planning Partners LLC 16
Western Asset Management Company, LLC 16
Capital International Sarl 16
Sand Hill Global Advisors, LLC 16
Broadview Advisors Llc 16
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 16
Mid-American Wealth Advisory Group, Inc. 16
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 16
St. Johns Investment Management Company, LLC 16
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class 16
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 16
Smith Group Asset Management, LLC 16
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 16
GSB Wealth Management, LLC 16
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 16
Franklin Street Advisors Inc /nc 16
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 16
Stonegate Investment Group, LLC 16
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 16
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 16
CWSDX - Chartwell Funds - Chartwell Short Duration Bond Fund 16
Stewardship Advisors, LLC 16
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 16
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 16
Meridian Investment Counsel Inc. 16
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 16
Metis Global Partners, LLC 16
Ahl Investment Management, Inc. 16
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 16
Goldstein Advisors, LLC 16
Aries Wealth Management 16
Phoenix Wealth Advisors 16
Hudson Valley Investment Advisors Inc /adv 16
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 16
Cypress Point Wealth Management, LLC 16
Asset Management Corp /il/ /adv 16
THIMX - THORNBURG INVESTMENT TRUST - Thornburg Intermediate Municipal Fund - Class A 16
Fernwood Investment Management, LLC 16
Cascade Investment Advisors, Inc. 16
Mbb Public Markets I Llc 16
Nikulski Financial, Inc. 16
USSH - WisdomTree Trust - WisdomTree 1-3 Year Laddered Treasury Fund 16
Profunds - Profund Vp Ultrabull 16
Profunds - Profund Vp Bull 16
DLD Asset Management, LP 16
GDAFX - GOLDMAN SACHS TRUST - Goldman Sachs Alternative Premia Fund Class A 16
Profunds - Profund Vp Large-cap Value 16
Cottage Street Advisors LLC 16
Kure Advisory, LLC 16
Prism Advisors, Inc. 16
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 16
West Financial Advisors, LLC 16
Lucia Wealth Services, Llc 16
Heartwood Wealth Advisors LLC 16
Aevitas Wealth Management, Inc. 16
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 16
Renasant Bank 16
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 16
Wells Financial Advisors INC 16
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 16
Mraz, Amerine & Associates, Inc. 16
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 16
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 16
America First Investment Advisors, LLC 15
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 15
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 15
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 15
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 15
VMAX - Lattice Strategies Trust - Hartford US Value ETF 15
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 15
Boston Provident, L.p. 15
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 15
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 15
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 15
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 15
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 15
Plan Group Financial, LLC 15
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 15
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 15
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 15
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 15
Morningstar Investment Management LLC 15
MSD Partners, L.P. 15
Compton Capital Management Inc /ri 15
Resona Asset Management Co.,Ltd. 15
Summit Wealth Group, LLC 15
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 15
Foresight Capital Management Advisors, Inc. 15
Emerald Advisors, LLC 15
SimpliFi, Inc. 15
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 15
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 15
Piscataqua Savings Bank 15
Cascade Investment Group, Inc. 15
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 15
Geneva Partners, LLC 15
TFR Capital, LLC. 15
Gibbs Wealth Management 15
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 15
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 15
Alethea Capital Management, Llc 15
Arbor Investment Advisors, LLC 15
Cyrus J. Lawrence, LLC 15
Wilmington Trust Co 15
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 15
Starfire Investment Advisers, Inc. 15
Inspirion Wealth Advisors, Llc 15
Haber Trilix Advisors, Lp 15
Asahi Life Asset Management Co., Ltd. 15
Deseret Mutual Benefit Administrators 15
GEMD - Goldman Sachs ETF Trust - Goldman Sachs Access Emerging Markets USD Bond ETF 15
SOL Capital Management CO 15
Clarity Asset Management, Inc. 15
Jamison Private Wealth Management, Inc. 15
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 15
Lakewood Asset Management LLC 15
Mine & Arao Wealth Creation & Management, LLC. 15
Baker Ellis Asset Management LLC 15
SSO - PROSHARES TRUST - ProShares Ultra S&P500 15
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 15
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 15
Private Management Group Inc 15
Princeton Capital Management Llc 15
Platte River Wealth Advisors, LLC 15
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 15
Ativo Capital Management LLC 15
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 15
Resource Management, LLC 15
Brandes Investment Partners, Lp 15
PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. 15
Bard Financial Services, Inc. 15
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 15
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 15
CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares 15
Palisade Asset Management, LLC 15
Autus Asset Management, LLC 15
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 15
RiverPoint Capital Management, LLC 15
Net Worth Advisory Group 15
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 15
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 15
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 15
S&t Bank/pa 15
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 15
Detalus Advisors, LLC 15
Strategic Global Advisors, LLC 15
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 15
Wilmington Trust Investment Management, LLC 15
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 15
Trillium Asset Management, Llc 15
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 15
EQCHX - Investment Managers Series Trust II - AXS Chesapeake Strategy Fund Class I Shares 15
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 15
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 15
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 15
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 15
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class 15
Legg Mason Bw Global Income Opportunities Fund Inc. 15
OWSBX - OLD WESTBURY FUNDS INC - Old Westbury Short-Term Bond Fund 15
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 15
Perpetual Ltd 15
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 15
IBML - iSHARES TRUST - iShares iBonds Dec 2023 Term Muni Bond ETF 15
HSBC FUNDS - HSBC Strategic Income Fund Class A 15
Tiaa Cref Trust Co Fsb/mo 15
Kentucky Retirement Systems Insurance Trust Fund 15
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 15
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 15
Titus Wealth Management 15
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 15
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 15
Advanced Research Investment Solutions, Llc 15
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 15
Silver Lake Advisory, LLC 15
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 15
Navis Wealth Advisors, LLC 15
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 15
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 15
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 15
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 15
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 15
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 15
Altavista Wealth Management, Inc. 15
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 15
Callahan Advisors, LLC 15
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 15
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 15
Blake Schutter Theil Wealth Advisors, LLC 15
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 15
Hardy Reed LLC 15
Arq Wealth Advisors, Llc 15
Clearbridge, Llc 15
Heritage Investors Management Corp 15
Brown Wealth Management, Llc 15
Sentry Investment Management Llc 15
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 15
PENN SERIES FUNDS INC - Index 500 Fund 15
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 15
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 15
Jabre Capital Partners S.A. 15
PWS - Pacer Funds Trust - Pacer WealthShield ETF 15
Elevation Capital Advisory, LLC 15
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 15
Stony Point Wealth Management Inc. 15
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 15
First Eagle Investment Management, LLC 15
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 15
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 15
PDSAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Short Duration Muni High Income Fund Class A 15
MFARX - MFS MUNICIPAL SERIES TRUST - MFS Arkansas Municipal Bond Fund A 15
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 15
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 15
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 15
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 15
Eisler Capital (UK) Ltd. 15
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 15
IronBridge Capital Management LP 15
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 15
Securian Funds Trust - SFT Index 500 Fund Class 1 15
Polar Capital Holdings Plc 15
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 15
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 15
HYA Advisors, Inc 15
VSTIX - VALIC Co I - Stock Index Fund 15
Portland Global Advisors LLC 15
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 15
Sound Financial Strategies Group, LLC 15
Milestones Private Investment Advisors LLC 15
Mercer Capital Advisers, Inc. 15
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 15
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 15
Wealth Management Associates, Inc. 15
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 15
MidAtlantic Capital Management, Inc. 15
GMTEX - GPS Funds I - GuideMark(R) Tax-Exempt Fixed Income Fund Service Shares 15
Seeds Investor Llc 15
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 15
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 15
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 15
Paladin Advisory Group, LLC 15
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 15
Nuveen Core Plus Impact Fund 15
Pensionfund DSM Netherlands 15
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 15
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 15
Eukles Asset Management 15
Ellenbecker Investment Group 15
Sustainable Insight Capital Management, LLC 15
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 15
PROFUNDS - ProFund Access VP High Yield 15
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 15
Peoples Bank/KS 15
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 15
Cornerstone Investment Partners, LLC 15
Ameliora Wealth Management Ltd. 15
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 15
Cortina Asset Management, LLC 15
American National Bank & Trust Co /va/ 15
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 15
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 15
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 15
MERVX - MERGER FUND VL - The Merger Fund VL 15
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 15
NOSIX - Northern Funds - Northern Stock Index Fund 15
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 15
Curbstone Financial Management Corp 15
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 15
Cm Wealth Advisors Llc 15
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 15
PointState Capital LP 15
McCarthy Grittinger Financial Group, LLC 15
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 15
Midwest Trust Co 15
Mount Lucas Management LP 15
Highstreet Asset Management Inc. 15
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 15
PARK CIRCLE Co 15
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 15
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 15
AIA Group Ltd 15
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 15
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 15
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 15
Middleton & Co Inc/ma 15
Williams Jones & Associates LLC 15
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 15
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 15
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 15
Kentucky Retirement Systems 15
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 15
Knightsbridge Asset Management, Llc 15
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 15
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 15
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 15
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 15
Titleist Asset Management, Ltd. 15
Millington Financial Advisors, LLC 15
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 15
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 15
Rinkey Investments 15
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 15
Grey Street Capital, LLC 15
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 15
GlobalBridge, Inc. 15
Financial Sense Advisors, Inc. 15
Fiduciary Planning LLC 15
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 15
Peddock Capital Advisors, Llc 15
Fullerton Fund Management Co Ltd 15
Oversea-Chinese Banking CORP Ltd 15
GSUIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Mortgages Fund Institutional 15
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 15
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 15
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 15
Verus Financial Partners, Inc. 15
Persistent Asset Partners Ltd 15
Howard Hughes Medical Institute 15
Vishria Bird Financial Group, LLC 15
Root Financial Partners, LLC 15
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 15
Gardner Russo & Quinn Llc 15
Loeb Partners Corp 15
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 15
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 15
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 15
Westchester Capital Management, LLC 15
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 15
GMCDX - GMO TRUST - GMO Emerging Country Debt Fund Class III 15
Foster Group, Inc. 15
MGVAX - MAINSTAY FUNDS - MainStay MacKay Infrastructure Bond Fund Class A 15
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A 15
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 15
Schafer Cullen Capital Management Inc 15
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 15
Smith Thornton Advisors LLC 15
BATEX - Blackrock Allocation Target Shares - Bats Series E 15
Financial Life Planners 15
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 15
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 15
Delaware Investments National Municipal Income Fund 15
LEDIX - LAZARD FUNDS INC - Lazard Emerging Markets Debt Portfolio Institutional Shares 15
W.H. Cornerstone Investments Inc. 15
Boys Arnold & Co Inc 15
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 15
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 15
Gerstein Fisher 15
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 15
TIMOTHY PLAN - Timothy Strategic Variable 15
Seelaus Asset Management LLC 15
Bulltick Wealth Management, LLC 15
XTEN - BondBloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF 15
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 15
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 15
Icapital Wealth Llc 15
Frank, Rimerman Advisors LLC 15
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 15
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 15
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 15
ADVANCED SERIES TRUST - AST Bond Portfolio 2024 15
United Bank 15
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 15
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 15
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 15
Thrive Wealth Management, LLC 15
Horrell Capital Management, Inc. 15
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 15
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 15
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 15
Sirios Capital Management L P 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 15
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 15
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 15
Spears Abacus Advisors LLC 15
Sanders Morris Harris Llc 15
Catalyst Financial Partners Llc 15
Cornerstone Strategic Value Fund Inc 15
Sentinel Asset Management, Inc. 15
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 15
D. Scott Neal, Inc. 15
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A 15
KIFAX - Forward Funds - Salient Select Income Fund Class A 15
Adirondack Retirement Specialists, Inc. 15
Prosperity Financial Group, Inc. 15
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 15
Invictus RG Pte. Ltd. 15
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 15
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 15
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 15
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 15
L2 Asset Management, LLC 15
TCUUX - TRUST FOR CREDIT UNIONS - Ultra-Short Duration Portfolio TCU Shares 15
Glg Inc. 15
USAdvisors Wealth Management, LLC 15
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 15
CLARET ASSET MANAGEMENT Corp 15
CastleKnight Management LP 15
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 15
Echo Street Capital Management LLC 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 15
PACIFIC SELECT FUND - Equity Index Portfolio Class I 15
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 15
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 15
Tower View Investment Management & Research LLC 15
Olistico Wealth, LLC 15
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 15
Trinity Legacy Partners, LLC 15
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 15
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 15
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 15
Schwallier Wealth Management LLC 15
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 15
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 15
Punch & Associates Investment Management, Inc. 15
Edge Asset Management, Inc 15
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 15
Paragon Wealth Strategies, LLC 15
New Covenant Trust Company, N.A. 15
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 15
Galvin, Gaustad & Stein, LLC 15
New England Capital Financial Advisors LLC 15
Criterion Capital Advisors, Llc 15
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 15
20/20 Capital Management, Inc. 15
Ellsworth Advisors, LLC 15
Polymer Capital Management (US) LLC 15
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 15
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 15
Westfield Capital Management Co Lp 15
Brightworth 15
Spdr S&p 500 Etf Trust 15
Cidel Asset Management Inc 15
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 15
ARIEX - Allianz Funds Multi-Strategy Trust - AllianzGI Floating Rate Note Fund Institutional Class 15
Bragg Financial Advisors, Inc 15
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 15
Waddell & Associates, Llc 15
Verity & Verity, LLC 15
Guardian Investor Services Llc 15
Requisite Capital Management, LLC 15
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 15
Karn, Couzens & Associates, Inc. 15
Cypress Capital, LLC 15
Bowen Hanes & Co Inc 15
PIMCO FUNDS - PIMCO Real Return Portfolio 15
Thor Advisors, Llc 15
Davidson & Garrard Inc 15
Covenant Partners, LLC 15
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 15
Shilanski & Associates, Inc. 15
Enterprise Trust & Investment Co 15
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 15
Brendel Financial Advisors LLC 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 15
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 15
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 15
RIA Advisory Group LLC 15
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 15
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 15
Seros Financial, LLC 15
Fairview Capital Investment Management, Llc 15
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 15
Kraft, Davis & Associates, LLC 15
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 15
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 15
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 15
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 15
Swedbank AB 15
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock High Yield Municipal Fund Investor A 15
Hibernia Wealth Partners, LLC 15
Cohen & Steers Capital Management Inc 15
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 15
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 15
SCIU - Global X Funds - Global X Scientific Beta US ETF 15
Arbor Wealth Management, LLC 15
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 15
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 15
Seven Springs Wealth Group, LLC 15
Prevail Innovative Wealth Advisors, Llc 15
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 15
Quantum Private Wealth, LLC 15
Revisor Wealth Management LLC 15
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 15
Trust Investment Advisors 15
Credit Industriel Et Commercial 15
Li Winifred I 15
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 15
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 15
Tectonic Advisors Llc 15
Financial Guidance Group, Inc. 15
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 15
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 15
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 15
Walter & Keenan Financial Consulting Co /mi/ /adv 15
De Burlo Group Inc 14
Afam Capital, Inc. 14
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 14
Baron Financial Group, LLC 14
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 14
Herndon Capital Management Llc 14
Shay Capital LLC 14
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 14
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 14
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 14
Anderson Hoagland & Co 14
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 14
Fenimore Asset Management Inc 14
Sanctuary Wealth Management, L.L.C. 14
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 14
Portfolio Solutions, LLC 14
Mechanics Financial Corp 14
Gilman Hill Asset Management, LLC 14
DVY - iSHARES TRUST - iShares Select Dividend ETF 14
Orinda Asset Management LLC 14
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 14
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 14
Cito Capital Group, LLC 14
Pt Asset Management, Llc 14
YANKCOM Partnership 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 14
GSMFX - GMO TRUST - GMO SGM Major Markets Fund Class III 14
Btr Capital Management Inc 14
Opus Investment Management Inc 14
WealthTrust Axiom LLC 14
Insight Inv LLC 14
Capital Market Strategies LLC 14
Prasad Wealth Partners, LLC 14
Wright Fund Managment, LLC 14
Core Alternative Capital 14
PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 14
Axonic Funds - Axonic Strategic Income Fund Class A Shares 14
South Plains Financial, Inc. 14
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 14
SLIM - Janus Detroit Street Trust - The Obesity ETF 14
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio III 14
Lehman & Derafelo Financial Resources LLC 14
Barr E S & Co 14
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 14
American National Registered Investment Advisor, Inc. 14
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 14
First Allied Asset Management, Inc. 14
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 14
Elk River Wealth Management, LLC 14
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 14
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 14
Angel Oak Dynamic Financial Strategies Income Term Trust 14
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 14
Provence Wealth Management Group 14
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 14
Bnc Wealth Management, Llc 14
Kingdon Capital Management, L.l.c. 14
CORDA Investment Management, LLC. 14
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 14
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 14
Mosaic Family Wealth Partners, Llc 14
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 14
McCarthy Asset Management, Inc. 14
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 14
Western Pacific Wealth Management, LP 14
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 14
MAS Advisors LLC 14
TFLO - iSHARES TRUST - iShares Treasury Floating Rate Bond ETF 14
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 14
First Niagara Bank 14
Wealth Enhancement & Preservation of GA, LLC 14
Integrated Wealth Counsel, Llc 14
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 14
Ironwood Investment Management Llc 14
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 14
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 14
Spectrum Wealth Advisory Group, LLC 14
Frontier Capital Management Co Llc 14
LifePlan Financial, LLC 14
SkyOak Wealth, LLC 14
Trademark Financial Management, LLC 14
OGGYX - JPMORGAN TRUST II - JPMorgan Government Bond Fund Class R6 14
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 14
Marks Group Wealth Management, Inc 14
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 14
Redmont Wealth Advisors Llc 14
Catalyst Private Wealth, Llc 14
SRB Corp 14
American Money Management, LLC 14
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 14
STXT - EA Series Trust - Strive Total Return Bond ETF 14
Single Point Partners, LLC 14
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 14
Florida Financial Advisors, Llc 14
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 14
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 14
Kornitzer Capital Management Inc /ks 14
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 14
RB Capital Management, LLC 14
Nordwand Advisors, LLC 14
Kinneret Advisory, LLC 14
AFBIX - PROFUNDS - Access Flex Bear High Yield ProFund Investor Class 14
StellarOne CORP 14
Exane Asset Management 14
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 14
Curat Global, LLC 14
BTEIX - Brown Advisory Funds - Brown Advisory Tax-Exempt Bond Fund Institutional Shares 14
Atlas Legacy Advisors, LLC 14
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 14
Abel Hall, LLC 14
Veracity Capital LLC 14
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 14
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 14
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 14
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 14
HITE Hedge Asset Management LLC 14
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 14
Dodge & Cox 14
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 14
SWNTX - SCHWAB INVESTMENTS - Schwab Tax-Free Bond Fund 14
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 14
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 14
Tevis Investment Management 14
Towerpoint Wealth, LLC 14
ARGA Investment Management, LP 14
Carroll Investors, Inc 14
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 14
Sonen Capital LLC 14
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 14
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 14
Vantage Financial Partners Ltd., Inc. 14
Brant Point Investment Management Llc 14
Capital Income Builder 14
USFR - WisdomTree Trust - WisdomTree Floating Rate Treasury Fund N/A 14
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 14
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 14
Cullinan Associates Inc 14
Custom Index Systems, Llc 14
Compton Wealth Advisory Group, LLC 14
DecisionMap Wealth Management, LLC 14
Gabelli Equity Series Funds Inc 14
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II 14
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 14
Alphasimplex Group, Llc 14
Marietta Investment Partners Llc 14
PAX Financial Group, LLC 14
Independent Solutions Wealth Management, LLC 14
Kahn Brothers Group Inc /de/ 14
Cassia Capital Partners, LLC 14
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 14
Vaughan David Investments Inc/il 14
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 14
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 14
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 14
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 14
Founders Capital Management, Llc 14
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 14
E Fund Management Co., Ltd. 14
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 14
Investors Financial Group, LLC 14
WFTAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intermediate Tax/AMT-Free Fund Class A 14
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 14
NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A 14
TUG - Listed Funds Trust - STF Tactical Growth ETF 14
Greenwich Investment Management, Inc. 14
HFG Wealth Management, LLC 14
Counterpoint Mutual Funds LLC 14
Nuveen Flexible Investment Income Fund 14
KLCM Advisors, Inc. 14
Watermark Asset Management, Inc. 14
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF 14
Northwest Quadrant Wealth Management, LLC 14
Puff Wealth Management, Llc 14
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 14
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 14
Emfo, Llc 14
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 14
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 14
All Season Financial Advisors, Inc. 14
Farmers Trust Co 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 14
EQACX - Investment Managers Series Trust II - AXS Aspect Core Diversified Strategy Fund Class C Shares 14
RE Dickinson Investment Advisors, LLC 14
Harris Associates L P 14
Gabelli Equity Trust Inc 14
Sandler Capital Management 14
Czech National Bank 14
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 14
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 14
PTRIX - PIMCO FUNDS - PIMCO Mortgage-Backed Securities Fund Institutional 14
Peak Asset Management, LLC 14
Appleton Partners Inc/ma 14
Sanibel Captiva Trust Company, Inc. 14
Rockport Wealth LLC 14
Gleason Group, Inc. 14
Andina Capital Management, LLC 14
Everpar Advisors Llc 14
Traction Financial Partners, LLC 14
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 14
E Six Thirteen, Llc 14
QUANTRES ASSET MANAGEMENT Ltd 14
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 14
Capital City Trust Co/fl 14
Financial Advisory Corp 14
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 14
Deerfield Management Company, L.p. (series C) 14
Kula Investments, LLC 14
Blue Arrow Capital Management Llc 14
EXNAX - EATON VANCE INVESTMENT TRUST - Eaton Vance National Limited Maturity Municipal Income Fund Class A 14
BSMO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF 14
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 14
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 14
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 14
Alaethes Wealth LLC 14
Narwhal Capital Management 14
Cynosure Advisors, Llc 14
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 14
Capitolis Liquid Global Markets LLC 14
Vestpro Financial Partners, Inc. Dba Cpf Texas 14
Shikiar Asset Management Inc 14
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 14
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 14
Vontobel Swiss Wealth Advisors AG 14
Mitsubishi UFJ Securities Holdings Co., Ltd. 14
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 14
Summit Wealth & Retirement Planning, Inc. 14
Geduld E E 14
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 14
Federated Premier Municipal Income Fund 14
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 14
Endicott Management Co 14
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 14
Three Seasons Wealth, LLC 14
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 14
Gratus Wealth Advisors, LLC 14
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 14
Boston Common Asset Management, LLC 14
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 14
Nuveen Core Equity Alpha Fund 14
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 14
TPG Financial Advisors, LLC 14
Uncommon Cents Investing LLC 14
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 14
New Generation Advisors, Llc 14
Ullmann Financial Group, Inc. 14
Redwood Investments, LLC 14
Asset Planning,Inc 14
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 14
Brooks, Moore & Associates, Inc. 14
TD Securities (USA) LLC 14
Ohio National Investments, Inc. 14
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 14
Arvest Bank Trust Division 14
Mountain Pacific Investment Advisers Inc/id 14
MMGAX - MFS MUNICIPAL SERIES TRUST - MFS Georgia Municipal Bond Fund A 14
Parsec Financial Management, Inc. 14
Helium Advisors LLC 14
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 14
Maseco Llp 14
Centurion Wealth Management LLC 14
Capital Planning Advisors, LLC 14
Spectrum Financial Alliance Ltd LLC 14
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 14
CMC Financial Group 14
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 14
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 14
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 14
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 14
Deltec Asset Management Llc 14
PartnerRe Asset Management CORP 14
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 14
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 14
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 14
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 14
SUNAMERICA SERIES TRUST - SA VCP Dynamic Allocation Portfolio Class 3 14
Copia Wealth Management 14
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 14
AMJ Financial Wealth Management 14
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 14
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 14
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 14
Matrix Private Capital Group Llc 14
Dentgroup LLC 14
John Hancock GA Mortgage Trust 14
PENN SERIES FUNDS INC - Quality Bond Fund 14
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 14
Barnes Wealth Management Group, Inc 14
Breogan Capital, Lp 14
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 14
Aristotle Capital Management, LLC 14
Rogco, Lp 14
Eisler Capital Management Ltd. 14
Summit Wealth Group Llc / Co 14
ECSQX - Harbor Funds II - Embark Commodity Strategy Fund Retirement Class 14
Rodgers Brothers Inc. 14
Platte River Capital LLC 14
Osborne Partners Capital Management, Llc 14
Rice Hall James & Associates, Llc 14
THCSX - THORNBURG INVESTMENT TRUST - Thornburg Core Plus Bond Fund Class R6 14
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 14
Silvant Capital Management LLC 14
Nuveen Municipal High Income Opportunity Fund 14
FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 14
Advanced Series Trust - Ast High Yield Portfolio 14
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 14
Syntegra Private Wealth Group, LLC 14
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 14
Kennebec Savings Bank 14
PagnatoKarp Partners LLC 14
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 14
Argent Capital Management Llc 14
MFSCX - MFS MUNICIPAL SERIES TRUST - MFS South Carolina Municipal Bond Fund A 14
MSNCX - MFS MUNICIPAL SERIES TRUST - MFS North Carolina Municipal Bond Fund A 14
Plancorp, LLC 14
Minot Wealth Management LLC 14
Legg Mason Asset Management (Japan) Co., Ltd. 14
C-J Advisory, Inc. 14
Benin Management CORP 14
Diversified Portfolios, Inc. 14
Revolve Wealth Partners, LLC 14
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 14
Delta Lloyd Nv 14
Opes Wealth Management LLC 14
Nuveen Fund Advisors, LLC 14
BlueMar Capital Management, LLC 14
Kemnay Advisory Services Inc. 14
Granite Investment Partners, LLC 14
Banco BTG Pactual S.A. 14
Americafirst Capital Management, Llc 14
Powell Investment Advisors, LLC 14
Argent Wealth Management LLC 14
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 14
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 14
Quinn Opportunity Partners LLC 14
Odey Asset Management Group Ltd 14
Aristides Capital LLC 14
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 14
Allstate Investment Management Co 14
American Asset Management Inc. 14
Financial Advisors Network, Inc. 14
Union Savings Bank 14
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 14
Frontier Investment Mgmt Co 14
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 14
Southern Capital Advisors, Llc 14
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 14
FJ Investments, LLC 14
PBMares Wealth Management LLC 14
Papp L Roy & Associates 14
La Banque Postale Asset Management SA 14
Carson Advisory Inc. 14
Luminist Capital LLC 14
Fft Wealth Management Llc 14
Traynor Capital Management, Inc. 14
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 14
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 14
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 14
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 14
Kimelman & Baird, LLC 14
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 14
Quantessence Capital LLC 14
STXAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Municipal High Income Fund Class A 14
Reynolds Capital Management Llc 14
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 14
Highland Financial Advisors, LLC 14
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 14
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 14
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 14
Wingate Wealth Advisors, Inc. 14
Robinson Capital Management, Llc 14
Tyche Wealth Partners LLC 14
Acropolis Investment Management, LLC 14
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 14
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 14
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 14
Dai-ichi Life Holdings, Inc. 14
City Of London Investment Management Co Ltd 14
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 14
First National Bank Sioux Falls 14
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 14
PACIFIC FUNDS SERIES TRUST - PF Inflation Managed Fund CLASS P 14
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 14
Whitaker-Myers Wealth Managers, LTD. 14
EverPoint Asset Management, LLC 14
LifePro Asset Management 14
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 14
Intact Investment Management Inc. 14
Wealth Effects Llc 14
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 14
BRAMX - Blackrock Allocation Target Shares - Bats Series M 14
Mkd Wealth Coaches, Llc 14
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 14
Financial Insights, Inc. 14
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 14
RAMIX - Advisor Managed Portfolios - Ramirez Core Bond Fund Institutional Class 14
Smith, Graham & Co., Investment Advisors, LP 14
Nikko Asset Management Americas, Inc. 14
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 14
PPM Funds - PPM Floating Rate Income Fund (Inst) 14
Carillon Tower Advisers, Inc. 14
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 14
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 14
Astor Investment Management LLC 14
Yarger Wealth Strategies, Llc 14
Souders Financial Advisors 14
CHICAGO TRUST Co NA 14
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 14
SUNAMERICA SERIES TRUST - SA VCP Dynamic Strategy Portfolio Class 3 14
Blue Chip Partners, Inc. 14
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 14
Fort Sheridan Advisors Llc 14
Mediolanum International Funds Ltd 14
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 14
Semus Wealth Partners LLC 14
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 14
Bernardo Wealth Planning LLC 14
Partners Wealth Management, Llc 14
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 14
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 14
NOLVX - Northern Funds - Northern Large Cap Value Fund 14
STFGX - Advisers Investment Trust - State Farm Growth Fund 14
Community Trust & Investment Co 14
Alerus Investment Advisors Corp 14
Scoria Capital Partners LP 14
Harbor Asset Planning, Inc. 14
Park Avenue Institutional Advisers LLC 14
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 14
Ipswich Investment Management Co., Inc. 14
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 14
Beta Wealth Group, Inc. 14
Exxonmobil Investment Management Inc /tx 14
Michael S. Ryan, Inc. 14
Ikos Cif Ltd 14
Bank Of Stockton 14
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 13
Elgethun Capital Management 13
Smith Shellnut Wilson Llc /adv 13
Nicholas Hoffman & Company, LLC. 13
Philip James Wealth Mangement, LLC 13
LeJeune Puetz Investment Counsel LLC 13
Winthrop Capital Management, LLC 13
Camden National Bank 13
Central Valley Advisors, Llc 13
Shepherd Financial Partners LLC 13
Johnson Financial Group, LLC 13
Trueblood Wealth Management, LLC 13
Banyan Partners, LLC 13
TrueMark Investments, LLC 13
Comprehensive Wealth Management, LLC 13
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 13
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 13
Hudson Capital Management LLC 13
Catamount Wealth Management 13
Chessman Wealth Strategies Ria 13
Vermillion & White Wealth Management Group, LLC 13
Premier Fund Managers Ltd 13
Cornerstone Advisors, LLC 13
Sumit Capital, Llc 13
Financiere des Professionnels - Fonds d,investissement inc. 13
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 13
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 13
Schnieders Capital Management Llc 13
Berkeley Capital Partners, LLC 13
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 13
LCOIX - Advisors' Inner Circle Fund III - Legal & General Commodity Strategy Fund Institutional Shares 13
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 13
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I 13
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 13
Rocky Mountain Advisers, Llc 13
Proathlete Wealth Management Llc 13
Armstrong, Fleming & Moore, Inc 13
Nuveen S&p 500 Buywrite Income Fund 13
Aristotle Capital Boston, LLC 13
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 13
M3 Advisory Group, LLC 13
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 13
Livelsberger Financial Advisory 13
Rakuten Investment Management, Inc. 13
XAOHX - NORTH CAROLINA CAPITAL MANAGEMENT TRUST - Term Portfolio 13
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 13
Sterling Ridge Capital Management LP 13
AA Financial Advisors, LLC 13
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 13
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 13
Peoples Bank /oh 13
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 13
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 13
Adams Diversified Equity Fund, Inc. 13
Lipe & Dalton 13
Guardian Capital Advisors Lp 13
Coe Capital Management, LLC 13
Flippin Bruce & Porter Inc 13
ABLE Financial Group, LLC 13
Wafra Inc. 13
Aspen Wealth Strategies, LLC 13
Vinva Investment Management Ltd 13
25 Llc 13
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 13
Lifestyle Asset Management, Inc. 13
HYLD - Exchange Listed Funds Trust - High Yield ETF 13
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 13
Baron Wealth Management LLC 13
RVRB - ADVISORS SERIES TRUST - Reverb ETF 13
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 13
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 13
FDO Partners, LLC 13
WTSYX - WisdomTree Digital Trust - WisdomTree Short-Term Treasury Digital Fund 13
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 13
Fiduciary Management Associates Llc 13
Bensler, LLC 13
Douglas Lane & Associates, LLC 13
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 13
BOS Asset Management, LLC 13
First Trust Mortgage Income Fund 13
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 13
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 13
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 13
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 13
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 13
True Capital Management 13
Salient Capital Advisors, LLC 13
EFG Asset Management (Americas) Corp. 13
Summit Investment Advisory Services, LLC 13
Seed Wealth Management, Inc. 13
Wealth Advisors of Tampa Bay, LLC 13
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 13
J. Safra Sarasin Holding AG 13
Verum Partners LLC 13
Chemical Bank 13
Columbia Asset Management 13
MANA Advisors LLC 13
East Coast Asset Management, LLC. 13
All Terrain Financial Advisors, LLC 13
Newport Wealth Strategies, Inc. 13
Vanguard Capital Wealth Advisors 13
Divergent Wealth Advisors, Llc 13
Kendall Capital Management 13
HBC Financial Services, PLLC 13
Chesapeake Wealth Management 13
EAM Global Investors LLC 13
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 13
JGP Wealth Management, LLC 13
German American Bancorp, Inc. 13
Efficient Advisors, LLC 13
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 13
XEMD - BondBloxx ETF Trust - BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF 13
Augustine Asset Management Inc 13
Cape Cod Five Cents Savings Bank 13
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 13
Mra Associates Usa Llc 13
Mitchell Mcleod Pugh & Williams Inc 13
Apexium Financial, Lp 13
Ariadne Wealth Management, LP 13
Mizuho Securities Co. Ltd. 13
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 13
Sarver Vrooman Wealth Advisors 13
Farmers & Merchants Trust Co of Long Beach 13
Signature Financial Management, Inc. 13
Amica Pension Fund Board Of Trustees 13
Planning Solutions Group Llc 13
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 13
Clal Insurance Enterprises Holdings Ltd 13
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 13
Sanford Advisory Services, LLC 13
Means Investment Co., Inc. 13
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 13
NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF 13
Cypress Financial Planning Llc 13
Matrix Trust Co 13
Destra Investment Trust Ii 13
Orser Capital Management, Llc 13
Trutina Financial LLC 13
Offit Capital Advisors Llc 13
LGT Group Foundation 13
TCF National Bank 13
Bedell Frazier Investment Counseling, LLC 13
Charles Schwab Trust Co 13
Ilmarinen Mutual Pension Insurance Co 13
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 13
Nvest Financial, LLC 13
Artemis Wealth Advisors, LLC 13
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 13
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 13
Radnor Capital Management, LLC 13
Merkkuri Wealth Advisors LLC 13
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 13
Gyroscope Capital Management Group, Llc 13
Df Dent & Co Inc 13
Clay Northam Wealth Management, LLC 13
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) 13
Detwiler Fenton Investment Management LLC 13
Texas Capital Bancshares Inc/tx 13
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 13
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 13
FPFIX - FPA FUNDS TRUST - FPA Flexible Fixed Income Fund 13
Banced Corp 13
Diversified Enterprises, LLC 13
Stokes & Hubbell Capital Management, LLC 13
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 13
PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I 13
Abner Herrman & Brock Llc 13
Gould Capital, LLC 13
Northside Capital Management, LLC 13
Prio Wealth Limited Partnership 13
Hosking Partners LLP 13
Torch Wealth Management LLC 13
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 13
Gordian Capital Singapore Pte Ltd 13
WTTAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Municipal Opportunities Fund -Retail Class 13
Jolley Asset Management, LLC 13
FSPWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Inflation-Protected Bond Index Fund 13
CenterBook Partners LP 13
JACKSON VARIABLE SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 13
Roffman Miller Associates Inc /pa/ 13
Owl Creek Asset Management, L.P. 13
Pillar Wealth Advisors, LLC 13
Isthmus Partners, Llc 13
Northcape Wealth Management, Llc 13
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 13
Wealthstream Advisors, Inc. 13
Huntleigh Advisors, Inc. 13
Nippon Life Insurance Co 13
Abn Amro Investment Solutions 13
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 13
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 13
TIPX - SPDR SERIES TRUST - SPDR Bloomberg Barclays 1-10 Year TIPS ETF 13
SPIP - SPDR SERIES TRUST - SPDR(R) Portfolio TIPS ETF 13
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 13
Davy Global Fund Management Ltd 13
Oddo Bhf Asset Management Sas 13
HighVista Strategies LLC 13
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 13
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 13
Westmount Partners, LLC 13
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 13
Retirement Wealth Solutions LLC 13
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 13
Shelton Wealth Management, Llc 13
Andrew Hill Investment Advisors, Inc. 13
Nicolet Bankshares Inc 13
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 13
FIPDX - FIDELITY SALEM STREET TRUST - Fidelity Inflation-Protected Bond Index Fund 13
TIPZ - PIMCO ETF Trust - PIMCO Broad U.S. TIPS Index Exchange-Traded Fund 13
Guild Investment Management, Inc. 13
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 13
Bridges Investment Management Inc 13
Douglas C. Lane & Associates, Inc. 13
Lombardia Capital Partners Llc 13
Harvey Capital Management Inc 13
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 13
URTNX - USAA MUTUAL FUNDS TRUST - Target Retirement 2020 Fund 13
First National Bank of Hutchinson 13
Murphy Capital Management Inc 13
WATPX - WESTERN ASSET FUNDS INC - Western Asset Inflation Indexed Plus Bond Fund Class FI 13
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 13
Hyman Charles D 13
Cherry Creek Investment Advisors, Inc. 13
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 13
MISSX - MFS MUNICIPAL SERIES TRUST - MFS Mississippi Municipal Bond Fund A 13
Kentucky Trust Co 13
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 13
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 13
JTC Employer Solutions Trusteee Ltd 13
PENN SERIES FUNDS INC - Mid Cap Value Fund 13
Botty Investors LLC 13
Mechanics Bank Trust Department 13
Hermes Investment Management Ltd 13
Weatherly Asset Management L. P. 13
Badgley Phelps & Bell Inc 13
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 13
Teachers Insurance & Annuity Association Of America 13
Pillar Pacific Capital Management Llc 13
North Star Asset Management Inc 13
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 13
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 13
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 13
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 13
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 13
Pineno Levin & Ford Asset Management, Inc. 13
Stevens First Principles Investment Advisors 13
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 13
LaFleur & Godfrey LLC 13
Fidelity Central Investment Portfolios II LLC - Fidelity Inflation-Protected Bond Index Central Fund 13
Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund 13
Cypress Capital Management Llc 13
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 13
Parnassus Investments /ca 13
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 13
Braun Stacey Associates Inc 13
USATX - USAA MUTUAL FUNDS TRUST - Tax Exempt Intermediate-Term Fund Shares 13
Thornburg Investment Management Inc 13
Telos Capital Management, Inc. 13
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 13
Profunds - Profund Vp Mid-cap Growth 13
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 13
Wealth Management Partners, LLC 13
Main Street Research LLC 13
HoldCo Asset Management, L.P. 13
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 13
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 13
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 13
TLDZX - T. Rowe Price Index Trust, Inc. - T. Rowe Price U.S. Limited Duration TIPS Index Fund -Z Class 13
Bell Bank 13
IFS Advisors, LLC 13
Johnson Midwest Financial, LLC 13
MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 13
Richard C. Young & CO., LTD. 13
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 13
Holderness Investments Co 13
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 13
Pettyjohn, Wood & White, Inc 13
NIFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Inflation-Protected Securities Fund Class A 13
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 13
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 13
Jeppson Wealth Management, Llc 13
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 13
Mangrove Partners 13
Clifford Swan Investment Counsel Llc 13
FUKOKU MUTUAL LIFE INSURANCE Co 13
Cowen Prime Services LLC 13
Polaris Capital Management, LLC 13
Allianz Se 13
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 13
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 13
IBTK - iSHARES TRUST - iShares iBonds Dec 2030 Term Treasury ETF 13
Portolan Capital Management, LLC 13
NCIRX - Nuveen Managed Accounts Portfolios Trust - Nuveen Core Impact Bond Managed Accounts Portfolio Common Shares 13
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 13
Genworth Financial Inc 13
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 13
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 13
Bel Air Investment Advisors Llc 13
Cypress Asset Management Inc/tx 13
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 13
Investment Management Of Virginia Llc 13
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 13
Roundview Capital LLC 13
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 13
Ruffer LLP 13
MCDWX - MANNING & NAPIER FUND, INC. - Credit Series Class W 13
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 13
Bank Of Nova Scotia Trust Co 13
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 13
PDHAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Hard Currency Fund Class A 13
Accredited Wealth Management, LLC 13
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 13
PYUSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden U.S. Government Fund (Investor Class) 13
Anderson Financial Strategies, LLC 13
Canandaigua National Corp 13
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 13
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 13
IBTH - iSHARES TRUST - iShares iBonds Dec 2027 Term Treasury ETF 13
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 13
Capital International Ltd /ca/ 13
FMUN - Fidelity Merrimack Street Trust - Fidelity Systematic Municipal Bond Index ETF 13
HDV - iSHARES TRUST - iShares Core High Dividend ETF 13
IBMJ - iSHARES TRUST - iShares iBonds Dec 2021 Term Muni Bond ETF 13
Canal Capital Management, LLC 13
Hall Laurie J Trustee 13
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 13
ORNCX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester High Yield Municipal Fund Class C 13
IORAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6 13
TDTF - FlexShares Trust - FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 13
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 13
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 13
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 13
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 13
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 13
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 13
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 13
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 13
EABSX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Short-Term Municipal Bond Fund Class A 13
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 13
BSMT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF 13
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 13
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 13
HMKAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Income Fund Class A 13
Spreng Capital Management, Inc. 13
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 13
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 13
Cardinal Strategic Wealth Guidance 13
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 13
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 13
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 13
J. W. Coons Advisors, LLC 13
Westshore Wealth, LLC 13
American Institute for Advanced Investment Management, LLP 13
FGMNX - FIDELITY INCOME FUND /MA/ - Fidelity GNMA Fund 13
First Ascent Asset Management, LLC 13
ABRZX - Aim Investment Funds (invesco Investment Funds) - Invesco Balanced-risk Allocation Fund Class A 13
Paragon Advisors, LLC 13
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 13
First Citizens Financial Corp 13
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 13
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 13
Columbia Trust Co 01012016 13
Strategic Wealth Designers 13
SWRSX - SCHWAB INVESTMENTS - Schwab Treasury Inflation Protected Securities Index Fund 13
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 13
Menard Financial Group LLC 13
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 13
Financial Strategies Group, Inc. 13
Okabena Investment Services Inc 13
FENCX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Municipal Income Fund 13
MeadowBrook Investment Advisors LLC 13
AustralianSuper Pty Ltd 13
Benson Investment Management Company, Inc. 13
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 12
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 12
Strategic Capital Group LLC 12
Del-Sette Capital Management, LLC 12
McNamara Financial Services, Inc. 12
FBPBX - WILLIAMSBURG INVESTMENT TRUST - FBP Appreciation & Income Opportunities Fund 12
FGUAX - FEDERATED INSTITUTIONAL TRUST - Federated Government Ultrashort Duration Fund Class A Shares 12
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C 12
Cordatus Wealth Management LLC 12
Staley Capital Advisers Inc 12
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 12
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 12
Bank of Kentucky, Inc. 12
PACIFIC FUNDS SERIES TRUST - PF Currency Strategies Fund CLASS P 12
Waycross Partners, Llc 12
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 12
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 12
Wambolt & Associates, LLC 12
Relyea Zuckerberg Hanson LLC 12
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 12
Tactive Advisors, LLC 12
Belmont Capital, LLC 12
Gamble Jones Investment Counsel 12
Strategic Family Wealth Counselors, L.L.C. 12
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 12
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 12
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 12
Strategic Wealth Management Group, LLC 12
Kerrisdale Advisers, LLC 12
Atalanta Sosnoff Capital, Llc 12
Alta Wealth Advisors LLC 12
Grant Private Wealth Management Inc 12
Johanson Financial Advisors, Inc. 12
Red Cedar Investment Management, Llc 12
Menora Mivtachim Holdings Ltd. 12
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 12
Saturna Capital CORP 12
ACT Advisors, LLC. 12
WP Advisors, LLC 12
Nair Vinay 12
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 12
Axim Planning & Wealth 12
Members Wealth Llc 12
Patriot Wealth Management, Inc. 12
Beaumont Capital Management, LLC 12
Avitas Wealth Management LLC 12
IRVH - Global X Funds - Global X Interest Rate Volatility & Inflation Hedge ETF 12
Weik Capital Management 12
Ballast, Inc. 12
Boltwood Capital Management 12
Mma Asset Management Llc 12
Advent Claymore Convertible Securities & Income Fund 12
Waters Parkerson & Co., Llc 12
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 12
NEOS Investment Management LLC 12
Ayalon Holdings Ltd. 12
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 12
PCJ Investment Counsel Ltd. 12
Montis Financial, LLC 12
Bingham Osborn & Scarborough Llc 12
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 12
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 12
Granite FO LLC 12
Strategic Equity Management 12
Blue Edge Capital, LLC 12
Gruss Capital Management LP 12
Pax World Management Llc 12
Legacy Financial Strategies, LLC 12
Investment Management Corp of Ontario 12
Wealth Watch Advisors, INC 12
Lara, May & Associates, Llc 12
Hemenway Trust Co LLC 12
Capital Wealth Management, Llc 12
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 12
Palisades Investment Partners, LLC 12
Stewardship Financial Advisors, LLC 12
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 12
Stonehearth Capital Management, LLC 12
Source Financial Advisors LLC 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 12
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 12
PACIFIC SELECT FUND - Currency Strategies Portfolio CLASS I 12
Oak Asset Management, LLC 12
Cascades Capital Asset Management, LLC 12
Southside Capital, Llc 12
Drucker Wealth 3.0, LLC 12
Green Arrow Capital Management Llc 12
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 12
Rede Wealth, LLC 12
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 12
Catapult Capital Management Llc 12
Collective Family Office Llc 12
Burns J W & Co Inc/ny 12
Forefront Analytics, LLC 12
Jarislowsky, Fraser Ltd 12
Ade, Llc 12
Abacus Planning Group, Inc. 12
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 12
Fairscale Capital, LLC 12
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 12
Affinity Capital Advisors, LLC 12
Sollinda Capital Management LLC 12
Cypress Wealth Advisors LLC 12
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 12
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 12
GLOBALT Investments LLC / GA 12
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 12
Delek Group, Ltd. 12
Sterneck Capital Management, LLC 12
Cornerstone Financial Partners, LLC 12
Logan Stone Capital, LLC 12
Cardinal Point Wealth Management Partners, LLC 12
Theory Financial Llc 12
Slow Capital, Inc. 12
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 12
APCM Wealth Management for Individuals 12
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 12
RiverGlades Family Offices LLC 12
Center For Asset Management LLC 12
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 12
Fluent Financial, LLC 12
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 12
Lansforsakringar Fondforvaltning AB (publ) 12
Degroof Petercam Asset Management 12
Client 1st Advisory Group, Llc 12
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 12
LCTIX - Leader Funds Trust - Leader Total Return Fund Institutional Class 12
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 12
WealthCollab, LLC 12
Fcg Advisors, Llc 12
NISPX - Nuveen Managed Accounts Portfolios Trust - Nuveen Preferred Securities and Income Managed Accounts Portfolio Common Shares 12
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 12
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 12
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 12
Investment Management Corp /va/ /adv 12
Polar Capital LLP 12
Quotient Wealth Partners, LLC 12
Claris Financial LLC 12
Vanguard Explorer Fund 12
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 12
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 12
BUFR - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Fund of Buffer ETFs 12
FAINX - MSS Series Trust - Fallen Angels Income Fund 12
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP 12
MJT & Associates Financial Advisory Group, Inc. 12
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 12
Glazer Capital, Llc 12
Girard Securities, Inc. 12
US Asset Management LLC 12
Traphagen Investment Advisors Llc 12
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 12
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 12
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 12
Allen Investment Management LLC 12
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 12
Zazove Associates Llc 12
SEMMX - ADVISORS SERIES TRUST - Semper MBS Total Return Fund Institutional Class 12
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 12
Peachtree Investment Advisors, Inc. 12
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 12
BigSur Wealth Management LLC 12
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 12
Lgl Partners, Llc 12
Ranger Investment Management, L.P. 12
Berkeley, Inc 12
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 12
CAP Partners, LLC 12
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 12
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 12
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 12
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 12
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 12
River Road Asset Management, LLC 12
Adroit Compliance, LLC 12
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 12
SigFig Wealth Management, LLC 12
Trust Asset Management LLC 12
TLH - iSHARES TRUST - iShares 10-20 Year Treasury Bond ETF 12
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 12
Snider Financial Group 12
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 12
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 12
MMUTX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price U.S. Treasury Long-Term Fund Class I 12
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 12
Ark & Tlk Investments, Llc 12
Asset Allocation & Management Company, LLC 12
Traveka Wealth, LLC 12
Investor's Fiduciary Advisor Network, LLC 12
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 12
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 12
FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A 12
Financial Futures Ltd Liability Co. 12
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 12
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 12
Cedar Capital, Llc 12
Selway Asset Management 12
Excalibur Management Corp 12
RQSI Ltd 12
Matrix Asset Advisors Inc/ny 12
Alta Advisers Ltd 12
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 12
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 12
First Dallas Securities Inc. 12
Arbiter Partners Capital Management LLC 12
Empire Life Investments Inc. 12
TrimTabs Asset Management, LLC 12
Strycker View Capital Llc 12
Kathleen S. Wright Associates Inc. 12
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 12
Strategic Value Bank Partners LLC 12
MSH Capital Advisors LLC 12
MFALX - MFS MUNICIPAL SERIES TRUST - MFS Alabama Municipal Bond Fund A 12
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 12
Burkett Financial Services, Llc 12
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 12
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 12
Glassy Mountain Advisors, Inc. 12
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 12
SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A 12
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 12
Monashee Investment Management LLC 12
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 12
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 12
University Of Texas/texas Am Investment Managment Co 12
CXI Advisors 12
Morse Asset Management, Inc 12
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 12
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 12
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 12
Northstar Investment Advisors Llc 12
Cai Capital Management, Inc. 12
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 12
Cannell Peter B & Co Inc 12
Rowland & Co Investment Counsel/adv 12
VUSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Treasury Fund Investor Shares 12
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 12
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 12
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 12
FIIGX - First Investors Income Funds - First Investors Investment Grade Fund Class A 12
Zions Trust, National Association 12
49 Wealth Management, Llc 12
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 12
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 12
Caz Investments Lp 12
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 12
Premier Path Wealth Partners, LLC 12
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 12
Wall Street Access Asset Management, LLC 12
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 12
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 12
MDFIX - Starboard Investment Trust - Matisse Discounted Bond CEF Strategy Institutional Class 12
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 12
Abc Arbitrage Sa 12
Hara Capital LLC 12
Plato Investment Management Ltd 12
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 12
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 12
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 12
Onefund, Llc 12
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 12
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 12
Summit Financial Group, Inc. 12
ACVF - ETF Opportunities Trust - American Conservative Values ETF 12
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 12
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 12
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 12
Whalen Wealth Management Inc. 12
SFI Advisors, LLC 12
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 12
Siemens Fonds Invest GmbH 12
SFY - Tidal ETF Trust - SoFi Select 500 ETF 12
Am Investment Strategies Llc 12
WealthTrust Asset Management, LLC 12
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 12
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 12
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 12
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 12
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 12
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 12
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 12
Meyer Handelman Co 12
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 12
Maryland Capital Advisors Inc. 12
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 12
Xcel Wealth Management, LLC 12
Royce Micro-cap Trust, Inc /md/ 12
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 12
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A 12
Endeavor Private Wealth, Inc. 12
Investmark Advisory Group LLC 12
NMHAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal High Income Fund Class A 12
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 12
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares 12
West Wealth Group, LLC 12
Ray Gerald L & Associates Ltd 12
Sunflower Bank, N.A. 12
Summit Financial Strategies, Inc. 12
DoubleLine ETF Adviser LP 12
Fund Management at Engine No. 1 LLC 12
BUFZ - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Vest Laddered Moderate Buffer ETF 12
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 12
Sonora Investment Management Group, LLC 12
MUISX - BMO FUNDS, INC. - BMO Ultra Short Tax-Free Fund Class I 12
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 12
Clarity Financial LLC 12
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 12
Washington Capital Management Inc 12
MBA Advisors LLC 12
Perennial Advisors, LLC 12
Lebenthal Holdings,LLC 12
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 12
Rs Variable Products Trust 12
Buckingham Capital Management, Inc. 12
Ewa, Llc 12
Arvest Trust Co N A 12
Demars Financial Group, LLC 12
First Trust Investment Solutions L.P. 12
Cornerstone Total Return Fund Inc 12
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 12
OWNYX - OLD WESTBURY FUNDS INC - Old Westbury New York Municipal Bond Fund 12
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 12
Continental Investors Services, Inc. 12
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 12
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 12
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 12
Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF 12
Afl Cio Housing Investment Trust - Afl Cio Housing Investment Trust 12
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 12
Winebrenner Capital Management Llc 12
RMG Wealth Management LLC 12
NBOS - Neuberger Berman ETF Trust - Neuberger Berman Option Strategy ETF 12
Physicians Financial Services, Inc. 12
Sykon Capital Llc 12
Employers Holdings, Inc. 12
Marco Investment Management Llc 12
GENT - Spinnaker ETF Series - Genter Capital Taxable Quality Intermediate ETF 12
SECR - New York Life Investments Active ETF Trust - NYLI MacKay Securitized Income ETF 12
ASR Vermogensbeheer N.V. 12
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 12
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 12
Horizon Kinetics Asset Management Llc 12
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 12
Teewinot Capital Advisers, L.L.C. 12
Meridian Management Co 12
SCEC - Capitol Series Trust - Sterling Capital Enhanced Core Bond ETF 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 12
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 12
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 12
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 12
Jupiter Wealth Management LLC 12
Sage Rhino Capital Llc 12
Argent Financial Group, Inc. 12
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 12
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 12
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 12
VGMS - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond ETF ETF Shares 12
Capstone Triton Financial Group, LLC 12
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 12
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 12
Everstar Asset Management, LLC 12
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 12
LWM Advisory Services, LLC 12
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 12
BT Wealth Management LLC 12
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 12
Knowledge Leaders Capital, LLC 12
TCSGX - SEI DAILY INCOME TRUST /MA/ - SDIT SHORT DURATION GOVERNMENT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 12
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 12
GDS Wealth Management 12
PSDIX - PIMCO FUNDS - PIMCO Short Duration Municipal Income Fund Institutional 12
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 12
Wheatland Advisors Inc 12
SSIZX - Northern Lights Fund Trust - Sierra Tactical Core Income Fund Class A Shares 12
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 12
Bank & Trust Co 12
Ninety One UK Ltd 12
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 12
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 12
Cyr Financial Inc. 12
Redwood Park Advisors LLC 12
Cascade Financial Partners, LLC 12
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 12
Mirova 12
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 12
Alliance Wealth Advisors, LLC /UT 12
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 12
W Advisors, Llc 12
Rokos Capital Management LLP 12
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 12
Domani Wealth, LLC 12
Bbjs Financial Advisors, Llc 12
John G Ullman & Associates Inc 12
SMMU - PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 12
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 12
Everhart Financial Group, Inc. 12
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 12
MADDEN SECURITIES Corp 12
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 12
Fruth Investment Management 12
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 12
Select Asset Management & Trust 12
Valley Forge Investment Consultants Inc Adv 12
Elevate Wealth Advisory, Inc 12
MD Financial Management Inc. 12
Ariel Investments, Llc 12
Eaton Vance Tax-managed Global Diversified Equity Income Fund 12
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 12
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 12
CFO4Life, L.P. 12
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 12
Chemung Canal Trust Co 12
AHTIX - AMERICAN BEACON FUNDS - American Beacon AHL TargetRisk Fund Institutional Class 12
Haverford Financial Services, Inc. 12
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 11
Portfolio Design Labs, LLC 11
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 11
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 11
Connors Investor Services Inc 11
Rainier Investment Management Llc 11
LOMMX - CGM TRUST - CGM Mutual Fund 11
Pimco Municipal Income Fund Ii 11
Aldebaran Financial Inc. 11
Tilden Park Management I LLC 11
Delaware Investments Dividend & Income Fund, Inc 11
VSDM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short Duration Tax-Exempt Bond ETF ETF Shares 11
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 11
Marshwinds Advisory Co 11
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares 11
Daiwa SB Investments Ltd. 11
Nokota Management, LP 11
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 11
Oppenheimer Global Multi-asset Income Fund 11
BLACKROCK FUNDS - BlackRock Total Emerging Markets Fund Institutional Shares 11
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 11
Suffolk Capital Management Llc 11
Seldon Capital Lp 11
SWHYX - SCHWAB INVESTMENTS - Schwab High Yield Municipal Bond Fund 11
Abound Financial, Llc 11
Cravens & Co Advisors, LLC 11
Wunderlich Capital Managemnt 11
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 11
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 11
MLN - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Long Municipal Index ETF 11
SAFEX - WEITZ FUNDS - Ultra Short Government Fund - Institutional Class 11
HSHYX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders China A Fund Class Y 11
PQTSX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM TIPS Fund Class R6 11
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 11
B & T Capital Management DBA Alpha Capital Management 11
Oppenheimer Global Strategic Income Fund 11
Redmond Asset Management, LLC 11
JCIC Asset Management Inc. 11
Griffith & Werner, Inc. 11
IBMM - iSHARES TRUST - iShares iBonds Dec 2024 Term Muni Bond ETF 11
Blue Granite Capital, LLC 11
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 11
Impact Capital Partners LLC 11
Hovde Capital Advisors Llc 11
Allen Mooney & Barnes Investment Advisors LLC 11
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 11
Xtx Markets Llc 11
Henrickson Nauta Wealth Advisors, Inc. 11
Stephenson National Bank & Trust 11
Concentric Wealth Management, Llc 11
OMNI 360 Wealth, Inc. 11
VEGN - ETF Series Solutions - US Vegan Climate ETF 11
Western Standard LLC 11
Ipsen Advisor Group LLC 11
Fund Evaluation Group, LLC 11
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 11
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 11
Beaumont Asset Management, L.L.C. 11
USGAX - MORGAN STANLEY US GOVERNMENT SECURITIES TRUST - Morgan Stanley US Government Securities Trust A 11
Vanguard Windsor Funds 11
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 11
Rockwood Wealth Management, LLC 11
Western Asset Emerging Markets Debt Fund Inc. 11
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 11
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 11
Greatmark Investment Partners, Inc. 11
MU Investments Co., Ltd. 11
Kellner Capital, LLC 11
Aegon Asset Management Uk Plc 11
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 11
Verde Servicos Internacionais S.A. 11
Epstein & White Financial LLC 11
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 11
CIC Wealth, LLC 11
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 11
Accent Capital Management, LLC 11
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 11
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 11
Blackrock Muniholdings Fund, Inc. 11
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 11
Opseu Pension Plan Trust Fund 11
VBCVX - VALIC Co I - Systematic Value Fund 11
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 11
Fairholme Capital Management Llc 11
Blackrock Municipal Income Trust Ii 11
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 11
Endex Capital Management Llc 11
FLMI - Franklin Templeton ETF Trust - Franklin Liberty Intermediate Municipal Opportunities ETF 11
VNBTrust, National Association 11
AlphaCentric Advisors LLC 11
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 11
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 11
Ulland Investment Advisors, LLC 11
Horizon Family Wealth, Inc. 11
Cohen Lawrence B 11
QTPI - Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF 11
International Private Wealth Advisors LLC 11
Mcrae Capital Management Inc 11
Tritonpoint Wealth, Llc 11
Guggenheim Taxable Municipal Managed Duration Trust 11
Vista Wealth Management Group, LLC 11
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 11
Elkhorn Investments, LLC 11
Baldwin Investment Management, LLC 11
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 11
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 11
Jnl Series Trust - Jnl/s&p 4 Fund (a) 11
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 11
Astrantus Ltd 11
Consector Capital, LP 11
TWIO - Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF 11
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 11
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 11
Richards, Merrill & Peterson, Inc. 11
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 11
Transatlantique Private Wealth Llc 11
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 11
Huber Capital Management LLC 11
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 11
Centre Asset Management, LLC 11
Securian Funds Trust - SFT International Bond Fund Class 2 11
FMGAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Mortgage Securities Fund Class A 11
3Chopt Investment Partners, LLC 11
GTIP - Goldman Sachs ETF Trust - Goldman Sachs Access Inflation Protected USD Bond ETF 11
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 11
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 11
Liberty Square Wealth Partners Llc 11
IBTJ - iSHARES TRUST - iShares iBonds Dec 2029 Term Treasury ETF 11
MSVAX - MFS MUNICIPAL SERIES TRUST - MFS Virginia Municipal Bond Fund A 11
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 11
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 11
MFSSX - MFS MUNICIPAL SERIES TRUST - MFS Massachusetts Municipal Bond Fund A 11
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 11
Bank of Marin 11
Siena Capital Llc 11
Markston International Llc 11
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 11
3EDGE Asset Management, LP 11
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 11
Horizons Etf Trust I 11
Cumberland Partners Ltd 11
Aquire Wealth Advisors, LLC 11
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 11
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 11
Frontier Asset Management, LLC 11
Balanced Rock Investment Advisor 11
PenderFund Capital Management Ltd. 11
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 11
Independence Advisors, LLC 11
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 11
ESL Trust Services, LLC 11
Embree Financial Group 11
WoodTrust Financial Corp 11
TSWFX - Perpetual Americas Funds Trust - TSW CORE PLUS BOND FUND Institutional Shares 11
Canada Post Corp Registered Pension Plan 11
Keystone Financial Services 11
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 11
Argonautica Private Wealth Management, Inc 11
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 11
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 11
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 11
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 11
Banque Transatlantique SA 11
Equitec Specialists, Llc 11
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 11
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 11
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 11
Tiemann Investment Advisors, Llc 11
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 11
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 11
McNaughton Wealth Management, LLC 11
Parameter Capital Management LLC 11
Jacobson & Schmitt Advisors, Llc 11
BUFD - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Fund of Deep Buffer ETFs 11
Veridan Wealth LLC 11
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 11
VVMCX - VALIC Co I - Mid Cap Value Fund 11
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 11
Adalta Capital Management LLC 11
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 11
Mizuho Securities Usa Llc 11
First Western Capital Management Co 11
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 11
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 11
Wiser Advisor Group LLC 11
CDCDX - Community Development Fund - THE COMMUNITY DEVELOPMENT FUND Class A Shares 11
Richardson Capital Management LLC 11
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 11
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 11
Avenir Corp 11
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 11
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 11
Barnes Pettey Financial Advisors, Llc 11
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 11
Abbrea Capital, LLC 11
Fulcrum Asset Management LLP 11
Legg Mason Investment Counsel & Trust Co., N.A. 11
Oregon Pacific Wealth Management, LLC 11
Noesis Capital Mangement Corp 11
Triton Wealth Management, PLLC 11
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 11
Greenspring Advisors, LLC 11
Windsor Creek Advisors, Llc 11
JEMDX - JPMorgan Trust I - JPMorgan Emerging Markets Debt Fund Class I 11
DBLIX - DoubleLine Funds Trust - DoubleLine Income Fund Class I 11
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 11
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 11
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 11
Centerpoint Advisory Group 11
Frederick Financial Consultants, LLC 11
Prudent Man Advisors, LLC 11
Mitsubishi UFJ Asset Management (UK) Ltd. 11
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 11
Virginia Wealth Management Group, Inc. 11
4Thought Financial Group Inc. 11
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 11
Ctc Llc 11
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 11
Rnc Capital Management Llc 11
Harvest Portfolios Group Inc. 11
Vision Financial Markets Llc 11
CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class 11
DSC Advisors, L.P. 11
Roxbury Financial LLC 11
Rock Creek Group, LP 11
Smart Portfolios, LLC 11
Index Fund Advisors, Inc. 11
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 11
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 11
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 11
DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C 11
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 11
Jd Capital Management Llc 11
Providence First Trust Co 11
Inr Advisory Services Llc 11
KRMA - Global X Funds - Global X Conscious Companies ETF 11
Next Level Private LLC 11
Doubleline Opportunistic Credit Fund 11
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 11
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 11
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 11
O'Brien Wealth Partners LLC 11
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 11
Private Wealth Advisors, Inc. 11
Richwood Investment Advisors, LLC 11
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 11
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 11
Grant/GrossMendelsohn, LLC 11
Braver Wealth Management, LLC 11
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 11
M.e. Allison & Co., Inc. 11
CI Global Investments Inc. 11
Crux Wealth Advisors 11
Fieldview Capital Management, LLC 11
Davis Capital Management 11
Raffles Associates Lp 11
Town & Country Bank & Trust CO dba First Bankers Trust CO 11
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 11
Jafra Capital Management LP 11
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 11
Wcm Investment Management, Llc 11
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 11
Oxinas Partners Wealth Management LLC 11
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 11
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 11
Madrona Funds, Llc 11
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 11
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 11
Lodestar Private Asset Management Llc 11
FMHI - First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF 11
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 11
PCGTX - PACE SELECT ADVISORS TRUST - PACE Mortgage-Backed Securities Fixed Income Investments Class P 11
Keener Financial Planning LLC 11
BancorpSouth Inc 11
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 11
BAB - Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF 11
Defined Wealth Management, Llc 11
Schwartz Investment Counsel Inc 11
Skylands Capital, LLC 11
Invesco High Income Trust Ii 11
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 11
Harfst & Associates, Inc. 11
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 11
44 Wealth Management Llc 11
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 11
Power Corp of Canada 11
First National Advisers, LLC 11
National Penn Investors Trust Co /pa 11
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 11
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 11
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 11
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 11
Curran Financial Partners, LLC 11
Almitas Capital LLC 11
Cardinal Capital Management 11
TAFI - AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF 11
OHSDX - RBB FUND, INC. - Oakhurst Short Duration Bond Fund Institutional Shares 11
Ar Asset Management Inc 11
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A 11
one8zero8, LLC 11
Fosun International Ltd 11
Chapin Davis, Inc. 11
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 11
Schulhoff & Co Inc 11
Atherton Lane Advisers, Llc 11
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 11
Ehrlich Financial Group 11
Generali Asset Management SPA SGR 11
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 11
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 11
Silicon Hills Wealth Management, LLC 11
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 11
Fdp Series, Inc. 11
MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A 11
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 11
Meridian Financial Partners LLC 11
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 11
Taconic Capital Advisors LP 11
Lecap Asset Management Ltd 11
Southeast Asset Advisors Inc. 11
Stonnington Group, Llc 11
FOCUS Wealth Advisors, LLC 11
Mendel Money Management 11
Hershey Financial Advisers, LLC 11
Fpc Investment Advisory, Inc. 11
Bigelow Investment Advisors, LLC 11
USIN - WisdomTree Trust - WisdomTree 7-10 Year Laddered Treasury Fund 11
Accordant Advisory Group Inc 11
Bridgecreek Investment Management, LLC 11
SPX Equities Gestao de Recursos Ltda 11
ELFTX - ELFUN TAX EXEMPT INCOME FUND - ELFUN TAX EXEMPT INCOME FUND Elfun Tax Exempt Income Fund 11
Hayek Kallen Investment Management 11
Bowman & Co S.C. 11
Kenmare Capital Partners, L.L.C. 11
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 11
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 11
DMG Group, LLC 11
Full18 Capital LLC 11
Quadcap Wealth Management, LLC 11
Eaton Vance Municipal Income Trust 11
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 11
ZEGA Investments, LLC 11
Motley Fool Wealth Management, LLC 11
Firefly Value Partners, LP 11
Fedenia Advisers LLC 11
TMD Wealth Management, LLC 11
PRIHX - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. 11
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 11
Round Rock Advisors, LLC 11
Pacific Global Investment Management Co 11
Derby & Company, Inc 11
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 11
Unigestion Holding SA 11
Danda Trouve Investment Management, Inc. 11
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 11
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 11
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 11
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 11
Junto Capital Management LP 11
BSMN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Municipal Bond ETF 11
Dumont & Blake Investment Advisors Llc 11
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 11
Gitterman Wealth Management, LLC 11
Skba Capital Management Llc 11
EXDVX - MANNING & NAPIER FUND, INC. - Diversified Tax Exempt Series Class A 11
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 11
Lynch & Associates/in 11
Victory Financial Group, Llc 11
Western Financial Corp/CA 11
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 11
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 11
Ti-trust, Inc 11
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 11
Newday Solutions, Llc 11
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 11
BluePath Capital Management, LLC 11
De Lisle Partners LLP 11
Greytown Advisors Inc. 11
Kinloch Capital, LLC 11
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 11
Team Hewins, LLC 11
Court Place Advisors, LLC 11
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 11
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 11
Franklin Templeton ETF Trust - BrandywineGLOBAL-U.S. Fixed Income ETF 11
Castellan Group, LLC 11
Mesirow Institutional Investment Management, Inc. 11
Rice Partnership, LLC 11
Canopy Partners, LLC 11
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 11
EULAV Asset Management 11
Poehling Capital Management, LLC 11
Espalier Global Management LLC 11
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 11
Chicago Capital, LLC 11
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 11
Congress Park Capital LLC 11
Saudi Central Bank 11
Park Edge Advisors, LLC 11
KAMES CAPITAL plc 11
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 11
Hillcrest Asset Management LLC 11
Presidio Capital Management, LLC 11
Allegiance Financial Group Advisory Services LLC 11
Hopwood Financial Services, Inc. 11
ACK Asset Management LLC 11
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 11
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 11
Oak Associates Ltd /oh/ 11
Quest Investment Management Llc 11
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 11
Qvr Llc 11
Lombard Odier & Cie (Canada), Limited Partnership 11
Ritter Daniher Financial Advisory, Llc 11
Harmony Asset Management Llc 11
Schooner Investment Group, LLC. 11
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 11
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 11
WBBNX - WILLIAM BLAIR FUNDS - William Blair Bond Fund Class N 11
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 11
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 11
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class 11
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 11
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 11
Cora Capital Advisors Llc 11
Belmont Global Advisors, Inc. 11
MRP Capital Investments, LLC 11
CEFS - Exchange Listed Funds Trust - Saba Closed-End Funds ETF 11
Bluesphere Advisors, LLC 11
Northeast Planning Associates, Inc. / Nh / 11
Cornerstone Planning, LLC 11
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 11
Autonomy Capital (Jersey) L.P. 11
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 11
A. D. Beadell Investment Counsel, Inc. 11
STRV - EA Series Trust - Strive 500 ETF 11
Saiers Capital, LLC 11
FIMYX - INTERMEDIATE MUNICIPAL TRUST - Federated Intermediate Municipal Trust Institutional Shares 11
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 11
Game Creek Capital, LP 11
B&D White Capital Company, LLC 11
HTLF Bank 11
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 11
10-15 Associates, Inc. 11
Leap Investments Lp 11
Weatherstone Capital Management 11
Duff & Phelps Investment Management Co 11
Tower Wealth Partners, Inc. 11
Riggs Capital Management LLC 11
ALLSPRING MASTER TRUST - Allspring Macro Strategies Portfolio 11
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 11
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 11
SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A 11
Natural Investments, Llc 11
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 11
Patton Fund Management, Inc. 11
Westhampton Capital, LLC 11
Townsend & Associates, Inc 11
Gradient Capital Advisors, LLC 11
ROSS\JOHNSON & Associates LLC 11
Fbl Investment Management Services Inc/ia 11
Flynn Zito Capital Management, Llc 11
Allegiant Private Advisors, LLC 11
Courage Miller Partners, LLC 11
Stilwell Value LLC 11
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 11
Kepos Capital LP 11
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 11
Monterey Private Wealth, Inc. 11
Delta Capital Management Llc 11
LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares 11
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 11
Usaa Etf Trust 11
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 11
Mufg Securities Americas Inc. 11
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 11
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 11
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 11
WTTSX - WisdomTree Digital Trust - WisdomTree 3-7 Year Treasury Digital Fund N/A 11
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 11
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 11
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 11
Live Oak Private Wealth LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 11
Ellington Income Opportunities Fund 11
Foresight Wealth Management, LLC 10
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 10
3d Asset Management, Inc 10
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 10
Fusion Capital, LLC 10
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 10
GenWealth Group, Inc. 10
Dougherty Wealth Advisers LLC 10
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 10
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 10
Midwest Financial Group LLC 10
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 10
Fort, L.p. 10
Fure Financial Corp 10
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 10
Permanens Capital L.P. 10
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 10
Atlanta Consulting Group Advisors, LLC 10
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 10
MKP Capital Management, L.L.C. 10
Viawealth, Llc 10
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 10
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 10
Kepos Capital LP 10
West Coast Financial LLC 10
ETBOX - E Trade Trust - E*TRADE No Fee U.S. Bond Index Fund 10
Vanguard Specialized Funds 10
Beach Investment Management, LLC. 10
Palisades Hudson Asset Management, L.P. 10
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 10
JBJ Investment Partners, LLC 10
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 10
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 10
Wescott Financial Advisory Group, LLC 10
Chiron Investment Management, LLC 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 10
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 10
Sompo Japan Nipponkoa Asset Management Co.,ltd. 10
Keystone Global Partners, LLC 10
NOLCX - Northern Funds - Northern Large Cap Core Fund 10
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 10
Hendershot Investments Inc. 10
GLBNX - Managed Portfolio Series - Great Lakes Bond Fund Institutional Class Shares 10
Oppenheimer Main Street Small Cap Fund 10
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 10
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 10
Copley Financial Group, Inc. 10
Nebula Research & Development LLC 10
Aspen Grove Capital, LLC 10
Greenwood Gearhart Inc 10
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 10
Genesis Private Wealth, Llc 10
Consultiva Wealth Management, Corp. 10
Permanent Capital Management, LP 10
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 10
Nicola Wealth Management Ltd. 10
Waterfront Wealth Inc. 10
WESCAP Management Group, Inc. 10
Sather Financial Group Inc 10
RBB FUND, INC. - Campbell Advantage Fund 10
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 10
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 10
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 10
Scott & Selber, Inc. 10
DRSK - ETF Series Solutions - Aptus Defined Risk ETF 10
Wealth Architects, LLC 10
Miller Value Partners, Llc 10
GSG Advisors LLC 10
Saxon Interests, Inc. 10
Michels Family Financial, LLC 10
Icc Capital Management Inc/ 10
Nuveen Enhanced Municipal Value Fund 10
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 10
Klr Investment Advisors, Llc 10
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 10
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 10
MPPIX - BNY MELLON FUNDS TRUST - BNY Mellon Pennsylvania Intermediate Municipal Bond Fund Class M Shares 10
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 10
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 10
Campbell Newman Asset Management Inc 10
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 10
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 10
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 10
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 10
Innova Wealth Partners 10
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 10
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 10
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 10
Manhattan West Asset Management, LLC 10
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 10
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 10
NCM Capital Management, LLC 10
J2 Capital Management Inc 10
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 10
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 10
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 10
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 10
Montage Investments, Llc 10
Q3 Asset Management 10
Foster Dykema Cabot & Co Inc/ma 10
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 10
Comprehensive Money Management Services LLC 10
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 10
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 10
Legacy Capital Partners, Inc. 10
RTD Financial Advisors, Inc. 10
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 10
Fidelity D & D Bancorp Inc 10
Sig Brokerage, Lp 10
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 10
Insight Wealth Partners, LLC 10
Ccg Wealth Management, Llc 10
Financial Network Wealth Management LLC 10
TGIAX - TIMOTHY PLAN - Timothy Plan Growth & Income Fund Class A 10
Dreyfus Strategic Municipals Inc 10
National Rural Electric Cooperative Association 10
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 10
FTIIX - FEDERATED INTERNATIONAL SERIES INC - Federated Global Total Return Bond Fund Class A Shares 10
Stillwater Capital Advisors, LLC 10
Axis Wealth Partners, LLC 10
Osterweis Capital Management Inc 10
Palladiem, Llc 10
FSM Wealth Advisors, LLC 10
Windsor Financial Group Llc 10
Kettle Hill Capital Management, Llc 10
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 10
First County Bank /CT/ 10
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 10
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 10
Semper Trust Co. 10
Vivaldi Opportunities Fund 10
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 10
STXM - EA Series Trust - Strive Mid-Cap ETF 10
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 10
Cumberland Advisors Inc 10
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class 10
Epiq Partners, Llc 10
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 10
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 10
1858 Wealth Management, Llc 10
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 10
Oakwood Capital Management Llc/ca 10
Brooklyn FI, LLC 10
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 10
Ridgeworth Funds 10
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 10
Jessup Wealth Management, Inc 10
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 10
Brouwer & Janachowski, LLC 10
Tran Capital Management, L.p. 10
FSMOX - FIDELITY SALEM STREET TRUST - Fidelity SAI Investment Grade Securitized Fund 10
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 10
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 10
RLGAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Growth & Income Investor Shares 10
Kavar Capital Partners Group, Llc 10
Orleans Capital Management Corp/la 10
Apex Capital Management 10
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 10
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 10
TIXRX - TIAA-CREF FUNDS - TIAA-CREF 5-15 Year Laddered Tax-Exempt Bond Fund Retail Class 10
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 10
Capital World Growth & Income Fund 10
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 10
Community Bank & Trust, Waco, Texas 10
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 10
SFE Investment Counsel 10
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund 10
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 10
Lester Murray Antman dba SimplyRich 10
Waddell & Reed Advisors Funds 10
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 10
Kiely Wealth Advisory Group, Inc. 10
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 10
LOM Asset Management Ltd 10
Dreyfus Strategic Municipal Bond Fund Inc 10
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 10
Wells Fargo Utilities & High Income Fund 10
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 10
Bach Investment Advisors Ltd 10
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 10
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 10
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 10
Waverton Investment Management Ltd 10
Bedrijfstakpensioenfonds Voor De Media Pno 10
Lucas Capital Management 10
Roubaix Capital, LLC 10
Riverpoint Wealth Management Holdings, LLC 10
Ramirez Asset Management, Inc. 10
SevenOneSeven Capital Management 10
SIIIX - MUTUAL FUND SERIES TRUST - AlphaCentric Strategic Income Fund Class I 10
VELA Funds - VELA Income Opportunities Fund Class A 10
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 10
One River Asset Management, LLC 10
Cutler Investment Counsel Llc 10
Century Capital Management, LLC 10
Regent Investment Management LLC 10
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 10
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 10
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 10
Atala Financial Inc 10
Westbourne Investment Advisors, Inc. 10
Jordan Park Group LLC 10
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 10
Ag2r La Mondiale Gestion D'actifs 10
AlphaQ Advisors LLC 10
Db-x Exchange-traded Funds Inc. 10
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 10
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 10
Sandhill Capital Partners LLC 10
Inverness Investment Group, LLC 10
Cubic Asset Management, LLC 10
Colrain Capital Llc 10
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 10
MIUCX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Intermediate Fund Class C 10
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 10
Tradewinds Global Investors, LLC 10
HoyleCohen, LLC 10
Compass Advisory Group LLC 10
Polianta Ltd 10
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 10
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 10
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares 10
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 10
Jnl Series Trust - Jnl/scout Unconstrained Bond Fund (a) 10
Viking Fund Management Llc 10
RTRE - Collaborative Investment Series Trust - Rareview Total Return Bond ETF 10
Covenant Asset Management, LLC 10
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 10
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 10
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 10
Capital Investment Counsel, Inc 10
Madison Investment Advisors, LLC 10
Whitebox Mutual Funds 10
Avanza Fonder AB 10
Financial Council Asset Management Inc 10
Sabadell Asset Management, S.A S.G.I.I.C 10
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 10
Kernodle & Katon Asset Management Group, LLC 10
Deutsche Municipal Income Trust 10
Pring Turner Capital Group Inc 10
Culbertson A N & Co Inc 10
Symmetry Investments LP 10
Tower Square Investment Management, Llc 10
Insight 2811, Inc. 10
BlueSky Wealth Advisors, LLC 10
Concord Asset Management, LLC/VA 10
Motiv8 Investments LLC 10
Handelsinvest Investeringsforvaltning 10
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 10
Securian Funds Trust - SFT T. Rowe Price Value Fund 10
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 10
Integrated Quantitative Investments LLC 10
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 10
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 10
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 10
Guardian Investment Management 10
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 10
Deutsche Value Series, Inc 10
Archetype Wealth Partners 10
ANIAX - BERNSTEIN SANFORD C FUND INC - New York Municipal Portfolio AB Intermediate New York Municipal Class A 10
Steward Partners Investment Solutions, Llc 10
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 10
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 10
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 10
Jamison Eaton & Wood Inc /nj 10
Concentric Capital Strategies, LP 10
MSTNX - MFS MUNICIPAL SERIES TRUST - MFS Tennessee Municipal Bond Fund A 10
Channel Wealth Llc 10
Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs 10
Financial Management Network Inc 10
Curated Wealth Partners LLC 10
Kdi Capital Partners Llc 10
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 10
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C 10
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 10
Cohen Capital Management, Inc. 10
Willner & Heller, Llc 10
J. Goldman & Co LP 10
National Investment Services Inc /wi 10
Linden Advisors Lp 10
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 10
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 10
Phillips Wealth Planners LLC 10
H. L. Ormond & Company, LLC 10
Engine No. 1 Llc 10
Jackson Thornton Asset Management, Llc 10
High Pointe Capital Management Llc 10
Granite Investment Advisors, LLC 10
J.P. Turner & Co Capital Mnagement, LLC 10
Bill Few Associates, Inc. 10
Growth Fund Of America 10
AM Squared Ltd 10
Alpine Total Dynamic Dividend Fund 10
Brookfield Real Assets Income Fund Inc. 10
Inlet Private Wealth, LLC 10
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 10
Delta Financial Group, Inc. 10
Values First Advisors, Inc. 10
Ashfield Capital Partners, LLC 10
Narus Financial Partners, LLC 10
Camden Asset Management L P /ca 10
Baxter Bros Inc 10
Buckley Wealth Management, LLC 10
CMIFX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Founders Class 10
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 10
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 10
Strategic Advocates LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 10
FTBI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Balanced Income ETF 10
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 10
MSTBX - Morningstar Funds Trust - Morningstar Defensive Bond Fund 10
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 10
Oppenheimer Integrity Funds 10
Traverso Chambers Private Wealth Management, LLC 10
Limestone Investment Advisors LP 10
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 10
Alpine Global Dynamic Dividend Fund 10
Reyes Financial Architecture, Inc. 10
American Financial Advisors, LLC 10
AMFAX - Natixis Funds Trust II - ASG Managed Futures Strategy Fund Class A 10
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 10
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 10
Landsberg, Bennett, & Dubbaneh LLC 10
RDFI - Collaborative Investment Series Trust - RAREVIEW DYNAMIC FIXED INCOME ETF 10
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 10
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C 10
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 10
AAMBX - THRIVENT MUTUAL FUNDS - Thrivent Municipal Bond Fund Class A 10
Winthrop Advisory Group LLC 10
First International Bank & Trust 10
Wells Fargo Income Opportunities Fund 10
17 Capital Partners, Llc 10
Crowley Wealth Management, Inc. 10
Cooke & Bieler Lp 10
Shared Vision Wealth Group LLC 10
PAELX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Local Currency Bond Fund Advisor Class 10
Plimoth Trust Co Llc 10
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 10
Union Bancaire Privee, UBP SA 10
Financial Services Advisory Inc 10
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 10
Midas Management Corp 10
BIP Wealth, LLC 10
Alaska Permanent Capital Management 10
Arrowroot Family Office, LLC 10
Corbyn Investment Management Inc/md 10
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 10
Littlejohn Financial Services, Inc. 10
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 10
Bridge Creek Capital Management LLC 10
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 10
Valued Retirements, Inc. 10
FLDKX - FIRST INVESTORS INCOME FUNDS - First Investors Limited Duration Bond Fund Class A 10
Sawgrass Asset Management Llc 10
Blackston Financial Advisory Group, LLC 10
Algebris (uk) Ltd 10
Exos TFP Holdings LLC 10
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 10
Bridge Advisory, LLC 10
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 10
Carlton Hofferkamp & Jenks Wealth Management, LLC 10
Auxano Advisors, LLC 10
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 10
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 10
JSF Financial, LLC 10
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 10
HHG & Company, LLC 10
BHK Investment Advisors, LLC 10
Riversedge Advisors, Llc 10
Swarthmore Group Inc 10
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 10
Ally Financial Inc. 10
Financial Partners Capital Management Llc 10
LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class 10
IFG Advisors, LLC 10
Seidman Lawrence B 10
Scout Investments, Inc. 10
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 10
Financial Freedom, LLC 10
Cetera Trust Company, N.A 10
Secrest Blakey & Associates, LLC 10
Counsel Portfolio Services Inc. 10
TFSIX - Franklin Mutual Series Funds - Franklin Mutual Financial Services Fund Class A 10
Sarofim Fayez 10
Brewin Dolphin Wealth Management Ltd 10
Wedgewood Investors Inc /pa/ 10
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 10
John Hancock Asset-Based Lending Fund 10
Citizens & Northern Corp 10
Wellspring Financial Advisors, LLC 10
Knollwood Investment Advisory, LLC 10
Kingdom Financial Group LLC. 10
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 10
DGS Capital Management, LLC 10
Pine Harbor Wealth Management, LLC 10
PPM Funds - PPM High Yield Core Fund (Inst) 10
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 10
RCFIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Core Taxable Bond Fund - Institutional Class Shares 10
Argyle Capital Partners, LLC 10
Rivernorth Marketplace Lending Corp 10
BlueStem Wealth Partners, LLC 10
Unique Wealth, Llc 10
Randolph Co Inc 10
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 10
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 10
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 10
Forte Capital Llc /adv 10
Edmond de Rothschild (Europe) 10
Gallagher Benefit Services, Inc. 10
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 10
Bravias Capital Group, LLC 10
Peak Capital Management Llc 10
Chelsea Counsel Co 10
Long Wharf Investors, Inc. 10
Spirepoint Private Client, Llc 10
Alteri Wealth LLC 10
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 10
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 10
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 10
Terril Brothers, Inc. 10
Spearhead Capital Advisors, Llc 10
Rodgers & Associates, LTD 10
Coastwise Capital Group, LLC 10
Sage Advisory Services, Ltd.Co. 10
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 10
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 10
Thomaspartners, Inc. 10
Intrepid Capital Management Inc 10
Fortune 45 LLC 10
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Government Securities Fund Series I 10
Sadoff Investment Management Llc 10
Overbrook Management Corp 10
Factory Mutual Insurance Co 10
Nuveen Dynamic Municipal Opportunities Fund 10
Axiom Advisory, LLC 10
Harvard Management Co Inc 10
Cambridge Financial Group, LLC 10
American Assets Investment Management, LLC 10
Financial Partners Group, LLC 10
Lvm Capital Management Ltd/mi 10
Amplify ETF Trust - Amplify AI Powered Equity ETF 10
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 10
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 10
BSMU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF 10
Lombard Odier Transatlantic, Limited Partnership 10
Capital Group Private Client Services, Inc. 10
UBP Investment Advisors SA 10
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 10
VeraBank, N.A. 10
Sunburst Financial Group, LLC 10
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 10
Geller Advisors LLC 10
Hollow Brook Wealth Management LLC 10
IVC Wealth Advisors LLC 10
Montgomery Investment Management Inc 10
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 10
PRTAX - T. Rowe Price Tax-Free Income Fund, Inc. - T. Rowe Price Tax-Free Income Fund, Inc. 10
Nadler Financial Group, Inc. 10
Evolution Advisers, Inc. 10
FEUGX - FEDERATED ADJUSTABLE RATE SECURITIES FUND - FEDERATED ADJUSTABLE RATE SECURITIES FUND Service Shares 10
Reynders McVeigh Capital Management, LLC 10
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 10
Pentwater Capital Management LP 10
Stamos Capital Partners, L.p. 10
Pecaut & Co. 10
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 10
ParenteBeard Wealth Management, LLC 10
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 10
Indices-Pac Research Corp. 10
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 10
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 10
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 10
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 10
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 10
Miramar Capital, LLC 10
Folger Nolan Fleming Douglas Capital Management, Inc 10
John Hancock Tax-advantaged Global Shareholder Yield Fund 10
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A 10
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 10
Lingohr & Partner Asset Management GmbH 10
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 10
Family Capital Trust Co 10
Fi3 FINANCIAL ADVISORS, LLC 10
Copeland Capital Management, LLC 10
First National Bank & Trust Co Of Newtown 10
Capstone Financial Advisors, Inc. 10
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 10
Joseph Group Capital Management 10
Falcon Wealth Planning 10
Eudaimonia Advisors Llc 10
Varma Mutual Pension Insurance Co 10
Delta Lloyd Asset Management N.v. 10
Regal Wealth Group, Inc. 10
Marketfield Asset Management LLC 9
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 9
Vantage Point Financial LLC 9
CQS Cayman LP 9
Russell Clark Investment Management Ltd 9
Groupe la Francaise 9
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 9
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 9
Legacy Trust 9
Lionshead Wealth Management, LLC 9
Goodwin Daniel L 9
Symmetry Peak Management Llc 9
Eventide Asset Management, Llc 9
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 9
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 9
Macnealy Hoover Investment Management Inc 9
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 9
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 9
Robinson Value Management, Ltd. 9
Milestone Advisory Partners 9
IOECX - ICON FUNDS - ICON Equity Income Fund Class C 9
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 9
Minot DeBlois Advisors LLC 9
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 9
O'Connor Financial Group LLC 9
Lodestar Investment Counsel Llc/il 9
Lafayette Investments, Inc. 9
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 9
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 9
Guggenheim Credit Allocation Fund 9
Landmark Financial Advisors, LLC 9
PRGMX - T. Rowe Price GNMA Fund, Inc. - T. Rowe Price GNMA Fund 9
Appaloosa Lp 9
Mason & Associates, LLC 9
Barry Investment Advisors, LLC 9
Aire Advisors, Llc 9
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 9
Essex LLC 9
Stonecastle Financial Corp. 9
New America High Income Fund Inc 9
HST Ventures, LLC 9
Five Oceans Advisors 9
Threadgill Financial, Llc 9
Sebold Capital Management, Inc. 9
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 9
Monolith Advisors 9
Archipel Asset Management AB 9
Ofi Invest Asset Management 9
Ruggaard & Associates LLC 9
Private Capital Management Inc 9
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 9
Evexia Wealth Llc 9
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 9
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 9
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 9
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 9
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 9
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 9
Eaton Vance Tax-managed Buy-write Opportunities Fund 9
Trivant Custom Portfolio Group, LLC 9
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 9
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 9
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 9
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 9
United Bank 9
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 9
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 9
ABEQ - Unified Series Trust - Absolute Core Strategy Etf 9
FGFIX - FEDERATED TOTAL RETURN SERIES INC - Federated Mortgage Fund Institutional Shares 9
Blackrock 2022 Global Income Opportunity Trust 9
Woodstock Corp 9
Stance Capital Llc 9
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 9
Invenomic Capital Management LP 9
Tudor Financial Inc. 9
Provident Investment Management, Inc. 9
Seven Mile Advisory 9
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares 9
Fischer Investment Strategies, Llc 9
Artal Group S.A. 9
Regatta Capital Group, Llc 9
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 9
GMOM - Cambria ETF Trust - Cambria Global Momentum ETF 9
TGEIX - TCW FUNDS INC - TCW Emerging Markets Income Fund I Class 9
Atlanta Capital Management Co L L C 9
Central Asset Investments & Management Holdings (HK) Ltd 9
TRTY - Cambria ETF Trust - Cambria Trinity ETF 9
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 9
Bessemer Securities Llc 9
Lane & Associates LLC 9
Par Capital Management Inc 9
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 9
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF 9
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 9
Private Wealth Partners, LLC 9
IBMO - iSHARES TRUST - iShares iBonds Dec 2026 Term Muni Bond ETF 9
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 9
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 9
Martin & Co Inc /tn/ 9
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 9
Kennedy Investment Group 9
Montrusco Bolton Investments Inc. 9
Pimco California Municipal Income Fund Ii 9
IBMQ - iSHARES TRUST - iShares iBonds Dec 2028 Term Muni Bond ETF 9
Pimco Municipal Income Fund Iii 9
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 9
Roaring Blue Lion Capital Management, L.P. 9
Jnl Strategic Income Fund Llc 9
Blue Sky Capital Consultants Group, Inc. 9
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 9
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 9
Howard Bailey Securities, Llc 9
Ables, Iannone, Moore & Associates, Inc. 9
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 9
Arcataur Capital Management LLC 9
TDTT - FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 9
Barlow Wealth Partners, Inc. 9
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 9
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 9
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 9
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 9
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 9
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 9
Tanager Wealth Management LLP 9
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 9
Lisanti Capital Growth, LLC 9
First National Bank of Mount Dora, Trust Investment Services 9
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 9
Smithbridge Asset Management Inc/de 9
Smallcap World Fund Inc 9
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 9
Susquehanna Trust & Investment Co 9
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 9
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 9
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 9
First Farmers & Merchants Bank / Trust 9
Pensionfund Sabic 9
Lincoln Capital Corp 9
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 9
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 9
NSI Retail Advisors, LLC 9
Border to Coast Pensions Partnership Ltd 9
Sky Investment Group LLC 9
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 9
Kera Capital Partners, Inc. 9
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 9
Your Advocates Ltd., LLP 9
Bridgewealth Advisory Group, LLC 9
One Charles Private Wealth Services, LLC 9
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 9
PENN SERIES FUNDS INC - Developed International Index Fund 9
PENN SERIES FUNDS INC - Mid Core Value Fund 9
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 9
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 9
Twelve Points Wealth Management LLC 9
BlackRock Funds V - BlackRock U.S. Government Bond Portfolio Investor A Shares 9
Point View Wealth Management, Inc. 9
BlackRock Funds V - BlackRock Emerging Markets Flexible Dynamic Bond Portfolio Investor A Shares 9
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 9
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 9
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 9
McAdams Wright Ragen, Inc. 9
Kanawha Capital Management Llc 9
TAGStone Capital, Inc. 9
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 9
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 9
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 9
GK Wealth Management LLC 9
Doheny Asset Management /ca 9
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 9
LongView Wealth Management 9
PMOAX - PRINCIPAL FUNDS INC - Opportunistic Municipal Fund Class A 9
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 9
Tricadia Capital Management, LLC 9
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 9
Convergence Financial, LLC 9
JTISX - JPMorgan Trust I - JPMorgan High Yield Municipal Fund Class I 9
Basso Capital Management, L.p. 9
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 9
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 9
Burnham Asset Management Corp /ny/ 9
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 9
LTNYX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term New York Municipal Fund Class A 9
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 9
Objective Capital Management, LLC 9
AUNAX - AB BOND FUND, INC. - AB Municipal Bond Inflation Strategy Class A 9
Consilium Wealth Advisory, LLC 9
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 9
Corsicana & Co. 9
LHEAX - LOCORR INVESTMENT TRUST - LoCorr Hedged Core Fund Class A 9
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 9
Legacy Wealth Management, LLC / MS 9
BBT Capital Management, LLC 9
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 9
Glacier Peak Capital LLC 9
Archvest Wealth Advisors, Inc. 9
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 9
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 9
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 9
NewFocus Financial Group, LLC 9
Marion Wealth Management 9
General Electric Co 9
MNWAX - MFS SERIES TRUST X - MFS Managed Wealth Fund A 9
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 9
Mezzasalma Advisors, LLC 9
Treynor Bancshares, Inc. 9
Blenheim Capital Management, BV 9
Wade Financial Advisory, Inc 9
Parametric Market Neutral Portfolio 9
Cedar Hill Associates, Llc 9
Winning Points Advisors, LLC 9
LGT Fund Management Co Ltd. 9
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 9
Leeward Investments, LLC - MA 9
BMS Financial Advisors, LLC 9
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 9
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 9
Falcon Point Capital, Llc 9
Senvest Management, LLC 9
Spartan Planning & Wealth Management 9
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 9
Baader Bank INC 9
Valley National Bancorp 9
Palumbo Wealth Management LLC 9
Krs Capital Management, Llc 9
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 9
Nuveen Quality Preferred Income Fund 3 9
Nuveen Quality Preferred Income Fund 9
Monumental Financial Group Inc. 9
Compass Capital Corp /ma/ /adv 9
Castle Financial & Retirement Planning Associates, Inc. 9
Causeway Capital Management Llc 9
SMI Advisory Services, LLC 9
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 9
First Bancorp, Inc /ME/ 9
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF 9
Close Asset Management Ltd 9
Acas, Llc 9
Tradition Asset Management Llc 9
Jacobsen Capital Management 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 9
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 9
Loeb Offshore Management LP 9
MPSTX - BNY MELLON FUNDS TRUST - BNY Mellon National Short-Term Municipal Bond Fund Class M Shares 9
Forte Asset Management Llc 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 9
Front Barnett Associates Llc 9
MNYMX - BNY MELLON FUNDS TRUST - BNY Mellon New York Intermediate Tax-Exempt Bond Fund Class M 9
First Long Island Investors, LLC 9
PIONEER CORE TRUST I - Pioneer High Income Municipal Portfolio 9
Smith Capital Management Inc /ar/adv 9
Chemistry Wealth Management LLC 9
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 9
Credential Securities Inc. 9
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 9
Sawyer & Company, Inc 9
Quilter Plc 9
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 9
Kolinsky Wealth Management, LLC 9
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 9
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 9
Heritage Wealth Management, Inc. 9
PXLVX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS Fund Class A 9
Peachtree Investment Partners, LLC 9
Creekside Partners 9
LifeGoal Wealth Advisors 9
Constellation Wealth Advisors, LLC 9
Magnolia Private Wealth, LLC 9
PMNTX - PIMCO FUNDS - PIMCO National Intermediate Municipal Bond Fund Class A 9
Columbia Wanger Asset Management Llc 9
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 9
Caisse Des Depots Et Consignations 9
Capital Management Corp /va 9
Alhambra Investment Partners LLC 9
Gmt Capital Corp 9
S&co Inc 9
GUNN & Co INVESTMENT MANAGEMENT, INC. 9
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 9
Grayhawk Investment Strategies Inc. 9
Accredited Investors Inc. 9
Valley Forge Asset Management, Llc 9
UNIVEST FINANCIAL Corp 9
VMCVX - VALIC Co II - Mid Cap Value Fund 9
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 9
Francis Financial, Inc. 9
Dohj, Llc 9
Shayne & Co., Llc 9
Carrera Capital Advisors 9
Viking Global Investors Lp 9
Willow Creek Wealth Management Inc. 9
Postrock Partners Llc 9
Raub Brock Capital Management LP 9
Uniplan Investment Counsel, Inc. 9
Truehand, Inc 9
PIMCO Energy & Tactical Credit Opportunities Fund 9
iAB Financial Bank 9
Huber Financial Advisors, Llc 9
Community Capital Management, Inc. 9
FLIA - Franklin Templeton ETF Trust - Franklin Liberty International Aggregate Bond ETF 9
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF 9
Seacliff Capital, Llc 9
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I 9
RiverNorth Managed Duration Municipal Income Fund, Inc. 9
Shulman DeMeo Asset Management LLC 9
Mcdaniel Terry & Co 9
Mirador Capital Partners LP 9
Sage Private Wealth Group, Llc 9
PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund 9
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 9
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 9
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 9
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 9
Acute Investment Advisory, Llc 9
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 9
Modus Advisors, LLC 9
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 9
Weather Gauge Advisory, LLC 9
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 9
Flagship Wealth Advisors, Llc 9
Hotaling Investment Management, LLC 9
Reitz Capital Advisors LLC 9
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 9
Oppenheimer Capital Income Fund 9
Columbus Hill Capital Management, L.P. 9
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 9
McGuire Investment Group, LLC 9
Resource Planning Group 9
Kays Financial Advisory Corp /adv 9
Monte Financial Group, LLC 9
Seascape Capital Management 9
Ardsley Advisory Partners Lp 9
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 9
Cox Capital Mgt LLC 9
PUTNAM VARIABLE TRUST - Putnam VT International Value Fund Class IA Shares 9
PACIFIC SELECT FUND - Comstock Portfolio Class I 9
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 9
James J. Burns & Company, LLC 9
Integrity Wealth Advisors, Inc. 9
RWC Asset Management LLP 9
Simmons First Trust Co Na 9
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 9
Cohen Klingenstein LLC 9
Pacific Financial Group Inc 9
Mill Capital Management, LLC 9
Cornerstone Advisors Asset Management, Inc 9
Planning Directions Inc 9
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 9
Aviso Financial Inc. 9
Three Bridge Wealth Advisors, LLC 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 9
Parametric Risk Advisors LLC 9
Delta Global Management LP 9
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 9
Accredited Investor Services, Llc 9
Johnson & White Wealth Management, LLC 9
Graney & King, LLC 9
Eagle Boston Investment Management Inc 9
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 9
Warther Private Wealth, LLC 9
TPG Advisors LLC 9
Foyston, Gordon, & Payne Inc 9
Fiduciary Services Corp/ga 9
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 9
Meridian Financial, LLC 9
Sentry Investments Corp. 9
LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS 9
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 9
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 9
Apollo Management Holdings, L.P. 9
Manatuck Hill Partners, LLC 9
BTG Pactual Asset Management US LLC 9
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 9
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 9
Managed Account Services Inc 9
WIP - SPDR SERIES TRUST - SPDR(R) FTSE International Government Inflation-Protected Bond ETF 9
Greystone Financial Group, LLC 9
Gray Wealth Management Inc. 9
Cape Ann Savings Bank 9
Oak Family Advisors, Llc 9
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 9
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 9
Red Cedar Capital, LLC 9
Gentry Private Wealth, Llc 9
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 9
British Airways Pensions Investment Management Ltd 9
CAFX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Intermediate Bond ETF 9
1607 Capital Partners, LLC 9
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 9
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 9
Sage Financial Group Inc 9
Sunflower Bank, Na Wealth Management 9
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 9
GGM Financials LLC 9
Argent Trust Company, N.a. 9
Proquility Private Wealth Partners, LLC 9
Merrion Investment Management Co, LLC 9
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 9
Hill Island Financial Llc 9
XY Planning Network, Inc. 9
New Century Advisors, LLC 9
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 9
Aull & Monroe Investment Management Corp 9
Conquis Financial Llc 9
TCP Asset Management, LLC 9
Badgley Phelps Wealth Managers, LLC 9
Midland Wealth Advisors Llc 9
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 9
Profunds - Profund Vp Large-cap Growth 9
First Business Financial Services, Inc. 9
ADVANCED SERIES TRUST - AST Western Asset Emerging Markets Debt Portfolio 9
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 9
Grandfield & Dodd, Llc 9
PVG Asset Management 9
Successful Portfolios LLC 9
Pictet & Cie (Europe) SA 9
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 9
SAVN - NORTHERN LIGHTS FUND TRUST II - LifeGoal Conservative Wealth Builder ETF 9
Northeast Investment Management 9
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 9
TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A 9
Galaxy Capital Trading Ltd 9
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 9
Indie Asset Partners, LLC 9
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 9
Melfa Wealth Management, Llc 9
GATEX - Gateway Trust - Gateway Fund Class A Shares 9
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 9
NWK Group, Inc. 9
Bond & Devick Financial Network, Inc. 9
Payden & Rygel Investment Group 9
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 9
Morris Financial Concepts, Inc. 9
Davis Selected Advisers 9
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R 9
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 9
Kaydan Wealth Management, Inc. 9
Mizuho Markets Americas Llc 9
STPZ - PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund 9
MUNI - PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 9
Landing Point Financial Group, LLC 9
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 9
PCY - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF 9
XY Capital Ltd 9
Guardian Wealth Management, Inc. 9
Spectrum Planning & Advisory Services Inc. 9
Lodestone Wealth Management LLC 9
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 9
Prossimo Advisors, LLC 9
Prepared Retirement Institute LLC 9
Lighthouse Financial Advisors, Inc. 9
Buska Wealth Management, LLC 9
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 9
LMSFX - FEDERATED MUNICIPAL BOND FUND INC - FEDERATED MUNICIPAL BOND FUND INC Class A Shares 9
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 9
LGPIX - Profunds - Large-cap Growth Profund Investor Class 9
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 9
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 9
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 9
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 9
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 9
Brown Miller Wealth Management, LLC 9
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 9
Virtus Wealth Solutions LLC 9
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 9
King Investment Advisors Inc/tx 9
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 9
CFVLX - COMMERCE FUNDS - The Value Fund Shares 9
FF Advisors,LLC 9
JPLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF 9
Blue Zone Wealth Advisors, LLC 9
Kleinwort Benson Investors Dublin Ltd 9
Breakwater Investment Management 9
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 9
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 9
Iridian Asset Management Llc/ct 9
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 9
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 9
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 9
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 9
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 9
Warren Street Wealth Advisors, LLC 9
Williams & Novak, LLC 9
Waterford Advisors, LLC 9
Oak Harvest Investment Services 9
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 9
Foronjy Financial Llc 9
Letko, Brosseau & Associates Inc 9
Institutional Investment Strategy Fund 9
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 9
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 9
Vulcan Value Partners, LLC 9
Bear Mountain Capital, Inc. 9
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 9
Darrell & King Llc 9
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 9
PNVAX - PUTNAM INVESTMENT FUNDS - Putnam International Capital Opportunities Fund Class A Shares 9
Vivid Financial Management, Inc. 9
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 9
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 9
Blackrock Muniyield Quality Fund, Inc. 9
CMT Asset Management Ltd 9
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 9
Watts Gwilliam & Co., LLC 9
CMT Capital Markets Trading GmbH 9
Knott David M Jr 9
Alliancebernstein National Municipal Income Fund 9
Fishman Jay A Ltd/mi 9
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 9
Blackrock Muni Intermediate Duration Fund, Inc. 9
Confluence Wealth Management LLC 9
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 9
Rexford Capital Inc 9
Nearwater Capital Markets, Ltd 9
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 9
Greenup Street Wealth Management Llc 9
MBEQX - M FUND INC - M International Equity Fund 9
Raiffeisen Bank International AG 9
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 9
JTHAX - SARATOGA ADVANTAGE TRUST - James Alpha Total Hedge Portfolio Class A Shares 9
WHYDX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Municipal Bond Fund Administrator Class 9
5-to-15 Year Laddered Municipal Bond Portfolio - 5-to-15 Year Laddered Municipal Bond Portfolio 9
Summit Investment Advisors, Inc. 9
Dfa Investment Dimensions Group Inc - Dfa Ny Municipal Bond Portfolio Institutional Class 9
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 9
Aberdeen Asia-pacific Income Fund Inc 9
Leverty Financial Group, LLC 9
Coulter & Justus Financial Services, LLC 9
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 9
First Western Trust Bank 9
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 9
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 9
Eagle Bluffs Wealth Management LLC 9
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 9
Hugh Johnson Advisors LLC 9
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 9
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 9
Ransom Advisory, Ltd 9
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 9
Foundation Wealth Management, LLC 9
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 9
Atlas Brown,Inc. 9
Stelliam Investment Management, Lp 9
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 9
Global Macro Portfolio - Global Macro Portfolio 9
BLACKROCK FUNDS - iShares Municipal Bond Index Fund Investor A 9
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 9
Cue Financial Group, Inc. 9
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 9
Fir Tree Capital Management Lp 9
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 9
Black Cypress Capital Management, LLC 9
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 9
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 9
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A 9
Cypress Funds Llc 9
Passport Capital, LLC 9
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 9
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 9
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 9
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 9
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 9
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 9
Carleon Capital Partners LLC 9
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 9
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 9
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 9
Clarity Capital Partners LLC 9
Equity Investment Corp 9
Lmp Capital & Income Fund Inc. 9
Tandem Investment Advisors, Inc. 9
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 9
ODonnell Financial Services, LLC 9
Mainstay Definedterm Municipal Opportunities Fund 9
Aviso Wealth Management 8
Optima Capital Llc 8
Schutz Anton Villars 8
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 8
Fic Capital Inc 8
EVFCX - World Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund R4 Class Shares 8
Laurel Grove Capital, LLC 8
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 8
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 8
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 8
Hamilton Wealth, LLC 8
Market Street Wealth Management Advisors Llc 8
Arabesque Asset Management Ltd 8
McGowan Group Asset Management, Inc. 8
GQG Partners LLC 8
Kaizen Financial Strategies 8
RiverNorth Opportunistic Municipal Income Fund, Inc. 8
AEMB - AMERICAN CENTURY ETF TRUST - American Century Emerging Markets Bond ETF 8
Cortina Funds, Inc. 8
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 8
Fulcrum Capital LLC 8
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 8
Harbor Advisory Corp /ma/ 8
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 8
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 8
Wolff Financial Management Llc 8
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 8
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 8
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares 8
RBB FUND, INC. - Aquarius International Fund 8
Unified Trust Company, N.A. 8
Alphadyne Asset Management, LLC 8
Eaton Vance Tax-managed Buy-write Income Fund 8
Keystone Financial Planning, Inc. 8
BBH Trust - BBH Partner Fund - Select Short Term Assets 8
Dreyfus Municipal Income Inc 8
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 8
40 North Management LLC 8
HF Advisory Group, LLC 8
Financial Advisors, LLC 8
NEIRG Wealth Management, LLC 8
Edmond De Rothschild Asset Management (france) 8
Peak Financial Advisors Llc 8
Fore Research & Management, LP 8
NFC Investments, LLC 8
Tweedy, Browne Co LLC 8
Global View Capital Management LLC 8
Novak Financial Planning, LLC 8
Vista Investment Partners Ii, Llc 8
FIAX - Tidal Trust II - Nicholas Fixed Income Alternative ETF 8
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 8
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 8
Riverbend Wealth Management, LLC 8
SHMDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Fund Institutional Class 8
Susquehanna International Group Ltd. 8
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 8
Ostrum Asset Management U.s., Llc 8
Beacon Investment Advisors Llc 8
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 8
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 8
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 8
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 8
Western Financial Corporation 8
GMBZX - GuideStone Funds - Impact Bond Fund Investor 8
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 8
VACVX - VALIC Co II - Large Cap Value Fund 8
KEMPER Corp 8
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 8
Dreyfus Municipal Bond Infrastructure Fund, Inc. 8
Ab Multi-manager Alternative Fund 8
Capital Advisors Wealth Management, LLC 8
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 8
O'Shares Investment Advisers, LLC 8
Alpha Omega Group, Inc. 8
Efficient Market Advisors, LLC 8
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 8
HMOP - Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF 8
Senator Investment Group LP 8
SLT Holdings LLC 8
SRAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Real Return Fund Class F 8
KerberRose Wealth Management, LLC 8
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 8
Black Diamond Financial, LLC 8
Family Legacy Financial Solutions, LLC 8
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 8
Drake & Associates, LLC 8
New World Advisors LLC 8
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 8
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 8
Promus Capital, LLC 8
Sarasin & Partners LLP 8
Mhi Funds, Llc 8
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 8
Clear Street Llc 8
Td Asset Management Usa Funds Inc. 8
Howard Financial Services, Ltd. 8
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 8
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 8
Unified Investment Management 8
SIRAX - Northern Lights Fund Trust - Sierra Tactical All Asset Fund Class A 8
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 8
Sherman Asset Management, Inc. 8
One Fin Capital Management LP 8
Advanced Portfolio Management, LLC 8
Crawford Fund Management, LLC 8
Sage Investment Counsel LLC 8
EFIX - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Emerging Markets Debt ETF 8
Ivory Investment Management, Llc 8
Envision Financial Planning, LLC 8
First Pacific Advisors, LP 8
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 8
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 8
Emory University 8
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 8
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 8
Canvas Wealth Advisors, LLC 8
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 8
Allianzgi Equity & Convertible Income Fund 8
Virtus Total Return Fund Inc. 8
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 8
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 8
Tealwood Asset Management Inc 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 8
Monograph Wealth Advisors, Llc 8
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 8
Heritage Wealth Partners, LLC 8
ACLLX - American Century Capital Portfolios Inc - Nt Large Company Value Fund G Class 8
Midwest Capital Advisors, LLC 8
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 8
ACEFX - Unified Series Trust - Absolute Strategies Fund Institutional Shares 8
Elm Advisors, Llc 8
PZVSX - ADVISORS SERIES TRUST - Pzena Small Cap Value Fund Investor Class 8
Oak Point Wealth Management 8
Colorado Capital Management, Inc. 8
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 8
Motley Fool Asset Management LLC 8
Shaolin Capital Management LLC 8
AEGON USA Investment Management, LLC 8
PRULX - T. Rowe Price U.S. Treasury Funds, Inc. - U.S. Treasury Long-Term Fund 8
Entruity Wealth, LLC 8
First Wilshire Securities Management Inc 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 8
Pandora Wealth, Inc. 8
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 8
ASTIX - Northern Lights Fund Trust - Astor Dynamic Allocation Fund Class I shares 8
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 8
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 8
Perritt Capital Management Inc 8
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 8
Sierra Summit Advisors Llc 8
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 8
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 8
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 8
Ceera Investments, Llc 8
MMBMX - BNY MELLON FUNDS TRUST - BNY Mellon Massachusetts Intermediate Municipal Bond Fund Class M Shares 8
BCR Wealth Strategies, LLC 8
VELA Investment Management, LLC 8
Schaper Benz & Wise Investment Counsel Inc/wi 8
GMICX - GMO TRUST - GMO International Equity Fund Class II 8
Oak Hill Advisors Lp 8
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 8
Byrne Financial Freedom, Llc 8
FIBPX - Federated Managed Pool Series - Federated International Bond Strategy Portfolio 8
Eisler Capital (US) LLC 8
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 8
Wittenberg Investment Management, Inc. 8
BTG Pactual Global Asset Management Ltd 8
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 8
OWCAX - OLD WESTBURY FUNDS INC - Old Westbury California Municipal Bond Fund 8
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 8
FSTDX - FIDELITY SALEM STREET TRUST - Fidelity Series 5+ Year Inflation-Protected Bond Index Fund 8
Golden Green, Inc. 8
Schroder Capital Funds (delaware) 8
Turim 21 Investimentos Ltda. 8
RiverNorth Managed Duration Municipal Income Fund II, Inc. 8
Champlain Investment Partners, LLC 8
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 8
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 8
Keynote Financial Services Llc 8
Fintrust Investment Advisory Services, Llc 8
Arthur Zaske & Associates, LLC 8
SFG Wealth Management, LLC. 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2033 8
Symons Capital Management Inc 8
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 8
Reynolds Investment Management, Inc. 8
Long Run Wealth Advisors, LLC 8
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 8
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 8
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C 8
Concorde Financial Corp 8
Morgens Waterfall Vintiadis & Co Inc 8
ACTIX - NEIMAN FUNDS - Advisors Capital Tactical Fixed Income Fund 8
ETF Portfolio Partners, Inc. 8
Hubbell Strickland Wealth Management, LLC 8
Agran Libbie 8
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 8
Catawba Capital Management /va 8
Origin Asset Management LLP 8
Moran Wealth Management, LLC 8
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 8
American Independence Financial Services LLC 8
Lockerman Financial Group, Inc. 8
Macguire, Cheswick & Tuttle Investment Counsel Llc 8
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 8
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 8
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 8
Trust Co of Kansas 8
Longbow Finance SA 8
TSA Wealth Managment LLC 8
Warner Financial, Inc 8
NMUIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Intermediate Bond Fund Investor Class 8
Angel Oak Capital Advisors, LLC 8
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 8
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 8
Aspire Capital Advisors LLC 8
PIMCO Dynamic Income Opportunities Fund 8
Gargoyle Investment Advisor L.L.C. 8
Allianzgi Diversified Income & Convertible Fund 8
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 8
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 8
American Planning Services, Inc. 8
Saxony Capital Management, LLC 8
Harvest Capital Management Inc 8
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 8
CLFLX - ADVISORONE FUNDS - CLS Flexible Income Fund Class N Shares 8
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 8
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 8
Goldentree Asset Management Lp 8
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 8
Sequent Asset Management, LLC 8
Ironbridge Funds, Inc. 8
Manteio Capital LLC 8
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 8
Warberg Asset Management LLC 8
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 8
Primecap Management Co/ca/ 8
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 8
Prairiewood Capital, LLC 8
Abeille Asset Management Sa 8
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 8
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 8
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 8
Castle Hook Partners LP 8
Spouting Rock Asset Management, LLC 8
Helen Stephens Group, LLC 8
Accelerate Investment Advisors LLC 8
JAHSX - James Alpha Funds Trust - James Alpha EHS Fund Class R6 8
Miller Investment Management, LP 8
Planning Alternatives Ltd /adv 8
Kohlberg Kravis Roberts & Co. L.P. 8
Honeywell International Inc 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco V.I. Balanced-Risk Allocation Fund Series I 8
OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A 8
Delta Accumulation, LLC 8
Sunnymeath Asset Management, Inc. 8
LWOAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - International Opportunities Bond Fund Class A 8
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 8
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 8
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 8
Elyxium Wealth, LLC 8
Primoris Wealth Advisors, Llc 8
DLLDX - DoubleLine Funds Trust - DoubleLine Long Duration Total Return Bond Fund Class N 8
DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I 8
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 8
Eagle Rock Investment Company, Llc 8
Orgel Wealth Management, LLC 8
BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF 8
Maxwell Wealth Strategies Inc. 8
RELIANCE TRUST Co 8
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 8
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 8
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 8
Corsair Capital Management, L.p. 8
Nuance Investments, Llc 8
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 8
Groesbeck Investment Management Corp /nj/ 8
Birch Hill Investment Advisors LLC 8
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 8
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 8
Apollon Financial, LLC 8
Derbend Asset Management 8
Marietta Wealth Management, LLC 8
Investment Advisory Group, LLC 8
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 8
BlackRock Variable Series Funds II, Inc. - BlackRock U.S. Government Bond V.I. Fund Class I 8
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 8
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 8
ORBA Wealth Advisors, L.L.C. 8
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 8
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 8
Eagle Wealth Strategies Llc 8
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 8
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 8
Capital Advantage, Inc. 8
Rand Wealth, Llc 8
Oppenheimer Corporate Bond Fund 8
Kassirer Asset Management Corp 8
Hidden Cove Wealth Management, LLC 8
PFW Advisors LLC 8
PENN SERIES FUNDS INC - Large Core Value Fund 8
Barnes Dennig Private Wealth Management LLC 8
Pine Haven Investment Counsel, Inc 8
Robinson Smith Wealth Advisors Llc 8
Beacon Trust Co 8
Mandatum Life Insurance Co Ltd 8
Brave Warrior Advisors, LLC 8
RMBFX - RMB INVESTORS TRUST - RMB Mendon Financial Long/Short Fund Class A 8
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 8
Members Advisory Group LLC 8
Auto-Owners Insurance Co 8
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 8
Udine Wealth Management, Inc. 8
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 8
Madison Wealth Management 8
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A 8
Spinnaker Investment Group, LLC 8
Brighthouse Funds Trust II - MFS Value Portfolio Class A 8
QVT Financial LP 8
Dunvegan Associates, Inc. 8
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 8
Carnegie Lake Advisors LLC 8
Palo Capital, Inc. 8
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A 8
Wright Managed Equity Trust 8
Blueport Capital, L.P. 8
SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class 8
VCIGX - VALIC Co I - Dividend Value Fund 8
MFPAX - MFS MUNICIPAL SERIES TRUST - MFS Pennsylvania Municipal Bond Fund A 8
Echo45 Advisors LLC 8
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 8
Collier Financial 8
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 8
Fortress Wealth Group, LLC 8
Forty4 Asset Management LLC 8
Measured Risk Portfolios, Inc. 8
Marotta Asset Management 8
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 8
Duff & Phelps Utility & Corporate Bond Trust Inc 8
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 8
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 8
Blackrock Muniassets Fund, Inc. 8
InvesTrust 8
Kempner Capital Management Inc. 8
Trinity Financial Advisors LLC 8
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 8
Corbett Road Capital Management, Llc 8
GraniteShares Advisors LLC 8
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C 8
Highwater Wealth Management, LLC 8
Wealthcare Capital Partners, LLC 8
Mastrapasqua Asset Management Inc 8
Ptm Wealth Management, Llc 8
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 8
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 8
Mosaic Financial Group, Llc 8
Meadow Creek Wealth Advisors Llc 8
SLTMX - VIRTUS ASSET TRUST - Virtus Seix U.S. Mortgage Fund Class A 8
Hager Investment Management Services, Llc 8
Winchester Group Inc. 8
Access Financial Services, Inc. 8
SCCR - SCHWAB STRATEGIC TRUST - Schwab Core Bond ETF 8
Instrumental Wealth, Llc 8
Majedie Asset Management Ltd 8
VCRM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Core Tax-Exempt Bond ETF ETF Shares 8
Heron Financial Group, Llc 8
Bath Savings Trust Co 8
Security Asset Management 8
Copper Rock Capital Partners, LLC 8
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio 8
Longview Financial Advisors LLC 8
American Trust Investment Advisors, LLC 8
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 8
Stenger Family Office, LLC 8
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 8
Axiom Financial Strategies, LLC 8
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 8
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 8
BGIAX - BRANDES INVESTMENT TRUST - Brandes Global Equity Income Fund Class A 8
Continuum Wealth Advisors, Llc 8
VCULX - VALIC Co I - Growth Fund 8
JHTFX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock High Yield Municipal Bond Fund Class A 8
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 8
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 8
SMARX - BRANDES INVESTMENT TRUST - Brandes Separately Managed Account Reserve Trust 8
Rock Point Advisors, LLC 8
PXBAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM International Bond Fund Class A 8
Compass Financial Advisors Llc 8
Alan B. Lancz & Associates, Inc. 8
Relative Value Partners, LLC 8
Advisor Consultant Network Inc 8
MUST - Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF 8
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 8
BGVIX - BRANDES INVESTMENT TRUST - Brandes Global Equity Fund Class I 8
GURU - Global X Funds - Global X Guru Index ETF 8
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 8
Northeast Financial Group, Inc. 8
AGOVX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Income Fund Class A 8
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 8
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 8
Napatree Capital Llc 8
Independent Investors Inc 8
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 8
Talisman Wealth Advisors LLC 8
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 8
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 8
Scout Funds 8
MASTERINVEST Kapitalanlage GmbH 8
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 8
Access Investment Management LLC 8
Robertson Stephens Advisors Llc 8
Slagle Financial, LLC 8
BEMB - iSHARES TRUST - iShares J.P. Morgan Broad USD Emerging Markets Bond ETF 8
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 8
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 8
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 8
Cs Mckee Lp 8
Aberdeen Global Income Fund Inc 8
Sentinel Group Funds Inc 8
Renaissance Group Llc 8
Third Point LLC 8
Maplelane Capital, Llc 8
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 8
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 8
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 8
Scion Asset Management, LLC 8
Prospect Financial Services LLC 8
Guidance Capital, Inc 8
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 8
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 8
HMJAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Short Duration Fund Class A 8
Kingstone Capital Partners Texas, LLC 8
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 8
Mfs Special Value Trust 8
Sendero Wealth Management, LLC 8
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 8
New Vernon Capital Holdings II LLC 8
Windsor Advisory Group, LLC 8
Carlson Capital Management 8
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 8
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 8
Suvretta Capital Management, Llc 8
Graham Capital Wealth Management, Llc 8
Cohen & Steers Closed-end Opportunity Fund, Inc. 8
Moser Wealth Advisors, LLC 8
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 8
Novak & Powell Financial Services, Inc. 8
Ashford Capital Management Inc 8
Pimco California Municipal Income Fund Iii 8
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 8
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 8
NOIEX - Northern Funds - Northern Income Equity Fund 8
Pimco California Municipal Income Fund 8
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 8
Strait & Sound Wealth Management LLC 8
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 8
VNYTX - VANGUARD NEW YORK TAX-FREE FUNDS - Vanguard New York Long-Term Tax-Exempt Fund Investor Shares 8
Tnf Llc 8
Venator Management LLC 8
Cove Street Capital, LLC 8
ASTMX - Northern Lights Fund Trust - Astor Macro Alternative Fund Class A Shares 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 8
General Partner, Inc. 8
Syntax Research, Inc. 8
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 8
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 8
Tiff Advisory Services Inc 8
RRPAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Real Return Fund - Class A 8
Strategic Capital Advisers, Inc. 8
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares 8
Three Corner Global Investors LP 8
Syntrinsic LLC 8
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 8
LWS Wealth Advisors, Inc. 8
Capital Markets Trading UK LLP 8
Hall Capital Management Co Inc 8
Asset Management Group, Inc. 8
Mark Asset Management Lp 8
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 8
Liberty One Investment Management, Llc 8
Sculati Wealth Management, LLC 8
SC&H Financial Advisors, Inc. 8
Pines Wealth Management, LLC 8
New Potomac Partners, LLC 8
Symphony Financial Services, Inc. 8
Mosley Wealth Management 8
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 8
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 8
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 8
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 8
Correct Capital Wealth Management 8
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 8
Choice Wealth Advisors, LLC 8
Lansdowne Partners Limited Partnership 8
TOWER TRUST Co 8
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 8
Morling Financial Advisors, LLC 8
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 8
Options Solutions, Llc 8
Aurora Financial Advisors, Llc 8
Peterson Wealth Advisors, LLC 8
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 8
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 8
Zega Financial, LLC 8
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 8
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 8
Financial Strategy Network, LLC 8
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 8
PRTBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Short-Term Treasury Portfolio Class I 8
Factorial Partners, Llc 8
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 8
Dakota Community Bank & Trust NA 8
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 8
Gifford Fong Associates 8
James Reed Financial Services, Inc. 8
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 8
Valicenti Advisory Services Inc 8
Signature Wealth Management Partners, LLC 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 8
Christopher J. Hasenberg, Inc 8
Skyline Asset Management Lp 8
Railway Pension Investments Ltd 8
Divergent Planning, LLC 8
Mogy Joel R Investment Counsel Inc 8
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 8
ETMBX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance AMT-Free Municipal Income Fund Class A 8
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 8
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 8
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 8
Allianz Life Insurance Co Of North America 8
GPICX - GPS Funds II - GuidePath(R) Conservative Income Fund 8
Sovarnum Capital L.p. 8
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 8
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 8
Bingham Private Wealth, Llc 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA World ex U.S. Government Fixed Income Portfolio Institutional Class 8
Alpha Family Trust 8
Annandale Capital, LLC 8
Edgar Lomax Co/va 8
Red Wave Investments LLC 8
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 8
Mason Investment Advisory Services, Inc. 8
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 8
RESAX - RBC FUNDS TRUST - RBC BlueBay Emerging Market Debt Fund Class A 8
Mitchell & Pahl Private Wealth, Llc 8
Clark Asset Management, LLC 8
Stansberry Asset Management, Llc 8
CWSIX - Chartwell Funds - Chartwell Small Cap Value Fund 8
Ascension Capital Advisors, Inc. 8
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 8
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 8
Invesco High Income 2023 Target Term Fund 8
Ruane, Cunniff & Goldfarb Inc 8
FirstPurpose Wealth LLC 8
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 8
William B. Walkup & Associates, Inc. 8
Parvin Asset Management, LLC 8
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 8
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 8
ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A 8
Prosperitas Financial LLC 8
MPIFX - Gallery Trust - MONDRIAN INTERNATIONAL GOVERNMENT FIXED INCOME FUND 8
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 8
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 8
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 8
First International Bank of Israel Ltd. 8
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 8
Sanchez Wealth Management Group 8
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 8
Emrys Partners, L.P. 8
Family Investment Center, Inc. 8
Sapience Investments, LLC 8
SP Asset Management 8
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 8
Hourglass Capital, Llc 8
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 8
Shoker Investment Counsel, Inc. 8
Scholtz & Company, Llc 8
Wilson, Kemp & Associates, Inc. 8
Noven Financial Group, Inc. 8
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 8
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 8
Wallace Advisory Group, LLC 8
United Capital Management of KS, Inc. 8
IYVAX - IVY FUNDS - Ivy Value Fund Class A 8
360 Financial, Inc. 8
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 8
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 8
DDD Partners, LLC 8
LST - Managed Portfolio Series - Leuthold Select Industries ETF 8
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 8
Curtis Advisory Group, LLC 8
Laird Norton Trust Company, Llc 8
Twin Lakes Capital Management, LLC 8
Sanders Capital, LLC 8
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 8
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 8
FundX Investment Group, LLC 8
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 8
Oppenheimer Limited-term Bond Fund 8
CA Family Wealth, LLC 8
Roberts Glore & Co Inc /il/ 8
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 8
Torno Capital, Llc 8
Capital Investment Services of America, Inc. 8
SBK Financial, Inc. 8
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 8
Reinhart Partners, Inc. 8
MFS VARIABLE INSURANCE TRUST III - MFS Inflation-Adjusted Bond Portfolio Initial Class 8
Northern Financial Advisors Inc 8
First Financial Group Corp 8
Oaktree Capital Management Lp 8
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 8
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 8
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 8
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 8
EnRich Financial Partners LLC 8
Financial & Investment Management Group Ltd 8
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 8
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 8
Lee Johnson Capital Management, Llc 8
Eton Park Capital Management, L.P. 8
POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares 8
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 8
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 8
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 8
Element Pointe Advisors, Llc 8
Glenview State Bank Trust Dept. 8
Invesco Municipal Income Opportunities Trust 8
Cardinal Capital Management Llc /ct 8
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 8
Newgate Capital Management Llc 8
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 8
Copperwynd Financial, LLC 8
Us Global Investors Funds 8
First Financial Bankshares Inc 8
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 8
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 8
Mrj Capital Inc 8
Anchorage Capital Group, L.L.C. 8
Vance Wealth, Inc. 8
Bronson Point Management LLC 8
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 8
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 8
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 8
Blackrock Enhanced Capital & Income Fund, Inc. 8
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 8
Neuberger Berman High Yield Strategies Fund Inc. 8
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 8
NMIEX - Northern Funds - Active M International Equity Fund 7
One Wealth Management Investment & Advisory Services, LLC 7
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 7
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 7
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 7
Kamunting Street Capital Management, L.P. 7
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 7
Kenfarb & Co. 7
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 7
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 7
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 7
Sagefield Capital LP 7
Board of the Pension Protection Fund 7
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 7
Trail Ridge Investment Advisors, LLC 7
Stewart West Indies Trading Co., Ltd 7
Glaxis Capital Management, LLC 7
Capricorn Fund Managers Ltd 7
Mmbg Investment Advisors Co. 7
Consilio Wealth Advisors, Llc 7
Maxi Investments CY Ltd 7
Leeward Financial Partners, LLC 7
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 7
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I 7
Tang Capital Management Llc 7
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 7
Surience Private Wealth Llc 7
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 7
Sender Co & Partners, Inc. 7
Viewpoint Capital Management LLC 7
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 7
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 7
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 7
Villere St Denis J & Co Llc 7
IMPACTfolio, LLC 7
Cooperatieve Rabobank U.A. 7
Crestmont Private Wealth LLC 7
Berbice Capital Management LLC 7
Martin Currie Ltd 7
Salem Capital Management Inc 7
Disciplined Equity Management, Inc. 7
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 7
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 7
Wallington Asset Management, LLC 7
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 7
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 7
Riverbridge Partners Llc 7
Bridges Investment Counsel Inc/ 7
Deuterium Capital Management, LLC 7
ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio 7
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I 7
Five Pine Wealth Management 7
Promethium Advisors,llc 7
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 7
Murphy Pohlad Asset Management LLC 7
Malaga Cove Capital, LLC 7
Stewart & Patten Co Llc 7
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 7
Resolute Financial, Llc 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 7
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 7
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 7
ADVANCED SERIES TRUST - AST Bond Portfolio 2019 7
FSTZX - FIDELITY SALEM STREET TRUST - Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund 7
American Alpha Advisors, LLC 7
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 7
United Bank, Inc. 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 7
Kercheville Advisors, LLC 7
Filament LLC 7
Elios Financial Group Inc. 7
Three Peaks Capital Management, LLC 7
Mount Vernon Associates Inc /md/ 7
VTAPX - VANGUARD MALVERN FUNDS - Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares 7
Eagle Capital Management, LLC 7
BLACKROCK FUNDS - iShares Short-Term TIPS Bond Index Fund Investor A 7
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 7
Grassi Investment Management 7
Flavin Financial Services, Inc. 7
O'ROURKE & COMPANY, Inc 7
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 7
Longboard Asset Management, LP 7
Van Cleef Asset Management,Inc 7
EFFIX - UNIFIED SERIES TRUST - Efficient Enhanced Multi-Asset Fund - Class I Shares 7
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 7
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 7
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 7
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 7
Baker Boyer National Bank 7
Parkside Advisors LLC 7
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 7
Telluride Asset Management LLC 7
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 7
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 7
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I 7
Quartz Partners, LLC 7
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 7
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 7
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 7
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 7
Jnl Series Trust - Jnl/ppm America Value Equity Fund (a) 7
CWS Financial Advisors, LLC 7
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A 7
Lederer & Associates Investment Counsel/ca 7
JHCR - John Hancock Exchange-Traded Fund Trust - John Hancock Core Bond ETF 7
Moreno Evelyn V 7
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 7
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 7
SVOL - Simplify Exchange Traded Funds - Simplify Volatility Premium ETF 7
Rezny Wealth Management, Inc. 7
Stillwater Investment Management, LLC 7
Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) 7
JHCP - John Hancock Exchange-Traded Fund Trust - John Hancock Core Plus Bond ETF 7
MFSMX - MFS MUNICIPAL SERIES TRUST - MFS Maryland Municipal Bond Fund A 7
MCFTX - MFS MUNICIPAL SERIES TRUST - MFS California Municipal Bond Fund A 7
Jnl Series Trust - Jnl/wmc Value Fund (a) 7
FIRS - Tidal Trust III - FIRE Funds(TM) Wealth Builder ETF 7
Tiedemann Trust Co 7
apricus wealth, LLC 7
North Point Portfolio Managers Corp/oh 7
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 7
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A 7
Schrum Private Wealth Management LLC 7
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 7
Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 7
LLDHQ - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Limited Duration Bond Fund 7
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 7
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 7
Marvin & Palmer Associates Inc 7
Horan Capital Management 7
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 7
EagleClaw Capital Managment, LLC 7
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 7
Fortaleza Asset Management Inc/ 7
Cobalt Capital Management, Inc. 7
Argyle Capital Management Inc. 7
Silver Capital Management Llc 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 7
CWC Advisors, LLC. 7
Harbour Trust & Investment Management Co 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 7
Aletheian Wealth Advisors LLC 7
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 7
QRMIX - AQR Funds - AQR Risk Parity II MV Fund Class I 7
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 7
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 7
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 7
BlackRock ETF Trust II - BlackRock Intermediate Muni Income Bond ETF 7
GTAWX - GLENMEDE FUND INC - Short Term Tax Aware Fixed Income Portfolio 7
Vantage Investment Partners, LLC 7
5T Wealth, LLC 7
Chou Associates Management Inc. 7
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 7
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 7
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II 7
Applied Capital LLC 7
Brighthouse Funds Trust I - Western Asset Management Government Income Portfolio Class B 7
South Georgia Capital, Llc 7
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 7
Code Waechter LLC 7
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 7
RiverNorth Flexible Municipal Income Fund II, Inc. 7
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 7
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I 7
Carter Financial Group, INC. 7
OEF - iSHARES TRUST - iShares S&P 100 ETF 7
Davis-rea Ltd. 7
Powers Advisory Group, LLC 7
Isi Strategy Fund Inc 7
EHP Funds Inc. 7
GGIIX - GuideStone Funds - Global Impact Fund Investor 7
Paulson & Co. Inc. 7
Curian Series Trust 7
Stonehage Fleming (uk) Ltd 7
Aip Series Trust 7
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 7
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 7
Hamilton Point Investment Advisors, LLC 7
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 7
TFADX - Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class A 7
Paragon Associates & Paragon Associates Ii Joint Venture 7
Camden National Corp 7
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 7
Matauro, Llc 7
Turning Point Benefit Group, Inc. 7
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 7
Joule Financial, LLC 7
Obsidian Personal Planning Solutions LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 7
Triasima Portfolio Management inc. 7
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 7
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 7
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 7
Kinsight, LLC 7
Enterprise Bank & Trust Co 7
Shorepoint Capital Partners LLC 7
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 7
Van Leeuwen & Company, LLC 7
Trust CO of the Ozarks 7
Tuscan Ridge Asset Management Llc 7
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 7
Brueske Advisory Services, LLC 7
Columbus Circle Investors 7
Karpas Strategies, Llc 7
Fortress Financial Group, Llc 7
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 7
Spruce Private Investors, LLC 7
PIMCO FUNDS - PIMCO EM Bond and Short-Term Investments Portfolio 7
Altrius Capital Management Inc 7
PNYIX - PIMCO FUNDS - PIMCO New York Municipal Bond Fund Institutional 7
Liberty Street Advisors, Inc. 7
Noked Israel Ltd 7
London & Capital Asset Management Ltd 7
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 7
Ninety One SA (PTY) Ltd 7
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 7
Caldwell & Orkin Inc 7
Facet Wealth, Inc. 7
Price Jennifer C. 7
South Shore Capital Advisors 7
Mcglinn Capital Management Inc 7
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 7
Ramiah Investment Group 7
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 7
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund 7
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 7
Bcm Advisors, Llc 7
Amici Capital, LLC 7
Hillcrest Wealth Advisors - NY, LLC 7
Sprott Inc. 7
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 7
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 7
FVC - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Dynamic Focus 5 ETF 7
Outfitter Advisors, Ltd. 7
APDPX - ARTISAN PARTNERS FUNDS INC - Artisan Global Unconstrained Fund Advisor Shares 7
OAIE - Series Portfolios Trust - Optimize AI Smart Sentiment Event-Driven ETF 7
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 7
Signet Investment Advisory Group, Inc. 7
Questar Asset Management, Inc. 7
Waller Financial Planning Group, Inc 7
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 7
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class 7
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 7
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 7
Gruss & Co., LLC 7
Check Capital Management Inc/ca 7
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 7
VELA Funds - VELA Large Cap 130/30 Fund Class I 7
Bickling Financial Services, Inc. 7
FASYX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Conservative Income Municipal Bond Fund 7
Zenit Asset Management AB 7
Weitzel Financial Services, Inc. 7
Short Duration Inflation-Protected Income Portfolio - Short Duration Inflation-Protected Income Portfolio 7
Destra International & Event-driven Credit Fund 7
Providence Wealth Advisors, LLC 7
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 7
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 7
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 7
Tacita Capital Inc 7
Intellus Advisors LLC 7
Gyrus Investment Management Inc. 7
Professional Planning 7
Kidder Stephen W 7
Blue Chip Wealth Management, Inc. 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP DFA Multi-Strategy Fund 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Moderate Index Strategy Fund 7
Peninsula Wealth, LLC 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Fidelity Institutional Asset Management Multi-Strategy Fund 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP T. Rowe Price Capital Appreciation Plus Fund 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Balanced Index Strategy Fund 7
Arnhold LLC 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 7
Joseph R. Weiss, Llc 7
Tetrem Capital Management Ltd. 7
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 7
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 7
MMIN - IndexIQ Active ETF Trust - IQ MacKay Municipal Insured ETF 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 7
Jones Road Capital Management, L.p. 7
S. Muoio & Co. Llc 7
Corepath Wealth Partners Llc 7
Morey & Quinn Wealth Partners, LLC 7
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 7
Madison Street Partners, LLC 7
Robeco Schweiz AG 7
Moment Partners, LLC 7
Financial Life Advisors 7
Black Point Wealth Management 7
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 7
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 7
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 7
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 7
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 7
Fore Capital, LLC 7
OneAscent Family Office, LLC 7
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 7
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 7
AAFMAA Wealth Management & Trust LLC 7
Align Wealth Management, LLC 7
Deer Park Road Corp 7
Veritas Investment Partners (UK) Ltd. 7
Harborview Advisors, LLC 7
American Financial & Tax Strategies Inc 7
MYDA Advisors LLC 7
MUIMX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra-Short Municipal Income Portfolio Institutional Class 7
Veritas Investment Management (UK) Ltd 7
ALM First Financial Advisors, LLC 7
Kabarec Financial Advisors, Ltd. 7
James Hambro & Partners 7
PICTET BANK & TRUST Ltd 7
Shaker Financial Services, LLC 7
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 7
Oak Grove Capital LLC 7
Potomac Fund Management Inc /adv 7
May Hill Capital, LLC 7
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 7
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 7
TCUGX - TRUST FOR CREDIT UNIONS - Enhanced Income Intermediate Duration Credit Portfolio - Investor Shares 7
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 7
Etfidea, Llc 7
Opinicus Capital, Inc. 7
Arjuna Capital 7
Greystone Investment Management Llc 7
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 7
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 7
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 7
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 7
TLMAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Municipal Fund Class A 7
Financial Avengers, Inc. 7
MDE Group 7
Pacific Sage Partners, LLC 7
Ardevora Asset Management LLP 7
Bordeaux Wealth Advisors LLC 7
BARING ASSET MANAGEMENT Ltd 7
PayPay Securities Corp 7
Underlying Funds Trust 7
Gibraltar Capital Management, Inc. 7
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 7
Forza Wealth Management, LLC 7
Wood Asset Management Inc 7
Dreyfus High Yield Strategies Fund 7
Loudon Investment Management, LLC 7
Integris Wealth Management, LLC 7
Commonwealth Retirement Investments LLC 7
River Street Advisors LLC 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 7
Broadview Funds Trust 7
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 7
Acap Strategic Fund 7
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 7
Palogic Value Management, L.P. 7
HawsGoodwin Investment Management LLC 7
Mawer Investment Management Ltd. 7
Volterra Technologies LP 7
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 7
Watershed Private Wealth Llc 7
Northstar Asset Management Llc 7
Destiny Capital Corp/CO 7
Eaton Vance Municipal Bond Fund 7
CCSB - Tidal Trust II - Carbon Collective Short Duration Green Bond ETF 7
B, B, H, & B Inc. 7
Beutel, Goodman & Co Ltd. 7
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 7
Van Strum & Towne Inc. 7
Perpetual Investment Management Ltd 7
TT Capital Management LLC 7
Edmonds Duncan Registered Investment Advisors, LLC 7
Eclectic Associates Inc /adv 7
Anb Bank 7
NUPAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman U.S. Equity Index PutWrite Strategy Fund Class A 7
Scott Marsh Financial, LLC 7
Applied Capital LLC/FL 7
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 7
IronOak Wealth LLC. 7
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 7
Wellesley Investment Partners, LLC 7
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 7
Greylin Investment Mangement Inc 7
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class 7
Auxier Asset Management 7
KM Capital Management Ltd. 7
Alta Capital Management Llc/ 7
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 7
Dover Advisors, Llc 7
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 7
Gillespie Robinson & Grimm Inc 7
Shellback Capital, LP 7
Advisors Management Group Inc /adv 7
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 7
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 7
Violich Capital Management, Inc. 7
Absolute Gestao de Investimentos Ltda. 7
Spectrum Asset Management, Inc. 7
Cincinnati Insurance Co 7
Berkshire Bank 7
Ashburton (Jersey) Ltd 7
Steadfast Capital Management Lp 7
Epiphany Funds 7
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 7
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 7
Springhouse Capital Management, LP 7
Members Capital Advisors Inc 7
Legacy Wealth Planning, LLC 7
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Diversified Fixed Income Portfolio Institutional Class 7
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 7
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 7
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 7
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 7
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 7
United Fire Group Inc 7
Home Federal Bank Of Tennessee 7
ADAPT Investment Managers SA 7
Portman Square Capital LLP 7
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 7
Harrell Investment Partners, Llc 7
Perissos Private Wealth Management, LLC 7
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 7
LEND - Amplify ETF Trust - Amplify CrowdBureau(R) Peer-to-Peer Lending & Crowdfunding ETF 7
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 7
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 7
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 7
Oppenheimer Small Cap Value Fund 7
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 7
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 7
GETCO Holding Company, LLC 7
Rushmore Investment Advisors, Inc. 7
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class 7
Ambs Investment Counsel Llc 7
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 7
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 7
DDFG, Inc 7
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 7
Alliance Wealth Management Group 7
Yahoo Inc 7
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 7
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 7
Sentinel Variable Products Trust 7
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 7
Corundum Group, Inc. 7
Poplar Forest Capital LLC 7
New Insight Wealth Advisors 7
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 7
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 7
LeClair Wealth Partners LLC 7
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 7
Fiduciary Family Office, Llc 7
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class 7
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 7
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 7
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A 7
Eaton Financial Holdings Company, LLC 7
MAFIX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class I Shares 7
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 7
Petra Financial Advisors Inc 7
JAHAX - SARATOGA ADVANTAGE TRUST - James Alpha EHS Portfolio Class A Shares 7
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 7
TimesSquare Capital Management, LLC 7
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 7
Empire Financial Management Company, LLC 7
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 7
Davidson Kempner Capital Management Lp 7
New Vernon Investment Management Llc 7
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 7
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF 7
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 7
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 7
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 7
Adapt Wealth Advisors, Llc 7
Spindletop Capital, LLC 7
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 7
Signia Capital Management Llc 7
Horizon Advisory Services, Inc. 7
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 7
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 7
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 7
Institutional Capital Llc 7
Carderock Capital Management Inc 7
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES 7
WAYEX - Ultimus Managers Trust - Waycross Long/Short Equity Fund 7
Advantage Advisers Xanthus Fund, L.l.c. 7
Dividend & Income Fund 7
Madison Covered Call & Equity Strategy Fund 7
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 7
WIREX - PFS FUNDS - Wireless Fund 7
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 7
Utc North American Fund, Inc. 7
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 7
Context Capital Funds 7
Vista Cima Wealth Management LLC 7
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 7
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 7
Granite Point Capital Management, L.P. 7
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 7
Cornerstone Financial Group, LLC /NE/ 7
Welch Capital Partners Llc/ny 7
Himco Variable Insurance Trust 7
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 7
GRATRY & Co LLC 7
Boyer & Corporon Wealth Management, LLC 7
Portland Investment Counsel Inc. 7
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 7
BLACKROCK MULTI STATE MUNICIPAL SERIES TRUST - BlackRock New York Municipal Opportunities Fund Investor A1 7
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 7
Cfs, Llc 7
BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Intermediate Duration ETF 7
Blue Rock Wealth Management LLC 7
Hutchinson Capital Management/ca 7
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 7
Forbes J M & Co Llp 7
Van Den Berg Management I, Inc 7
Thrivent Core Funds - Thrivent Core Emerging Markets Debt Fund 7
Princeton Portfolio Strategies Group LLC 7
Caprin Asset Management Llc /adv 7
Westbourne Investments, Inc. 7
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7
Strategic Planning Group, Llc 7
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 7
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 7
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 7
IBMP - iSHARES TRUST - iShares iBonds Dec 2027 Term Muni Bond ETF 7
Tiger Management L.l.c. 7
FLTTX - WisdomTree Digital Trust - WisdomTree Floating Rate Treasury Digital Fund N/A 7
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 7
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 7
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 7
BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents 7
Pimco Municipal Income Fund 7
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 7
Breakthru Advisory Services, Llc 7
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 7
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I 7
FTGC - FIRST TRUST EXCHANGE-TRADED FUND VII - First Trust Global Tactical Commodity Strategy Fund 7
Columbia River Financial Group, LLC 7
Nautilus Advisors LLC 7
Sweeney & Michel, Llc 7
FMF - FIRST TRUST EXCHANGE-TRADED FUND V - First Trust Managed Futures Strategy Fund 7
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 7
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 7
FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund 7
Key Square Capital Management LLC 7
SHTIX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Duration Inflation Protected Fund Class A2 7
Zuckerman Investment Group, LLC 7
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 7
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 7
Arrowgrass Capital Partners Llp 7
Fielder Capital Group LLC 7
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 7
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 7
Lazari Capital Management, Inc. 7
Values Added Financial LLC 7
waypoint wealth counsel 7
Dow Chemical Co /de/ 7
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 7
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 7
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 7
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 7
Cove Private Wealth, LLC 7
RiverNorth Flexible Municipal Income Fund, Inc. 7
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 7
BBIP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. TIPS 0-5 Year ETF 7
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 7
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 7
Steamboat Capital Partners, LLC 7
Sapphire Star Partners LP 7
TEZIX - MUTUAL FUND SERIES TRUST - Catalyst/Teza Algorithmic Allocation Income Fund Class I 7
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 7
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 7
BTSAX - Northern Lights Fund Trust - BTS Managed Income Fund Class A Shares 7
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 7
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 7
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund 7
EVGLX - World Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 7
EVFMX - World Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund R4 Class Shares 7
EVFGX - World Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund R4 Class Shares 7
UGSDX - US GLOBAL INVESTORS FUNDS - U.S. Government Securities Ultra-Short Bond Fund 7
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7
ARSQX - Investment Managers Series Trust - Aristotle Value Equity Fund Class I Shares 7
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 7
RMIAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Moderate Investor Shares 7
VCI Wealth Management LLC 7
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 7
Stock Portfolio - Stock Portfolio 7
Alternative Strategies Fund 7
Wildermuth Endowment Strategy Fund 7
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF 7
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 7
IOBCX - ICON FUNDS - ICON Flexible Bond Fund Class C 7
Main Line Retirement Advisors, LLC 7
EITAX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Intermediate-Term Municipal Bond Fund Class A 7
Northwest Bank & Trust Co 7
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 7
Deutsche Money Market Trust 7
GSIB - Themes ETF Trust - Themes Global Systemically Important Banks ETF 7
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 7
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 7
TINAX - Investment Managers Series Trust II - AXS Tactical Income Fund Class A Shares 7
Atlantic Family Wealth, Llc 7
Eachwin Capital, Lp 7
Orbitronix, LP 7
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 7
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 7
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 7
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 7
Svenska Handelsbanken AB (publ) 7
Bnp Paribas 7
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 7
Taylor Financial Group, Inc. 7
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 7
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 7
Corrigan Financial, Inc. 7
JS Capital Management LLC 7
Oldfather Financial Services, LLC 7
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 7
Chubb Corp 7
Advantage Trust Co 7
Arbor Trust Wealth Advisors, Llc 7
Credit Capital Investments LLC 7
St. Louis Trust Co 7
VCMDX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Commodity Strategy Fund Admiral Shares 7
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 7
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 7
ARS Investment Partners, LLC 7
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Markets Bond Portfolio 7
Key Bridge Compliance, LLC 7
Etesian Wealth Advisors, Inc. 7
Slocum, Gordon & Co LLP 7
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 7
HSBC FUNDS - HSBC High Yield Fund Class A 7
Olstein Capital Management, L.P. 7
Pennsylvania Capital Management Inc /adv 7
PGVFX - FORUM FUNDS - Polaris Global Value Fund 7
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 7
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 7
DHMBX - BNY MELLON MUNICIPAL FUNDS, INC. - BNY Mellon High Yield Municipal Bond Fund Class Z 7
PBTP - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta 0-5 Yr US TIPS ETF 7
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 7
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 7
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 7
Berkshire Hathaway Inc 7
Financial Security Advisor, Inc. 7
Compass Efficient Model Portfolios, LLC 7
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 7
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 7
Cortland Advisers Llc 7
Multi-strategy Growth & Income Fund 7
Battery Global Advisors, LLC 7
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 7
Destiny Capital Securities Corporation 7
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 7
Round Table Investment Management Company, Lp 7
Rosenblum Silverman Sutton S F Inc /ca 7
KAMES CAPITAL management Ltd 7
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 7
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 7
NS Partners Ltd 7
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 7
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 7
Evernest Financial Advisors, LLC 7
Tatro Capital, LLC 7
Claymore Exchange-traded Fund Trust 2 7
Dynamic Wealth Strategies, LLC 7
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 7
Sicart Associates LLC 7
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 7
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 7
SNGVX - Sit U S Government Securities Fund Inc - Sit U S Government Securities Fund Inc 7
Exchange Bank 7
Lord Abbett Credit Opportunities Fund 7
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 7
Lee Financial Group Hawaii, Inc. 7
KFA Private Wealth Group, LLC 7
Port Capital LLC 7
Unison Advisors LLC 7
Ascension Asset Management LLC 7
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 7
XRLX - FundX Investment Trust - FundX Conservative ETF 7
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 7
FPNIX - FPA FUNDS TRUST - FPA New Income Fund 7
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 7
Rainier Group Investment Advisory LLC 7
Ninepoint Partners LP 7
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 7
Wisconsin Capital Management Llc 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Mozaic Multi-Asset Fund Class II 7
Harrington Investments, INC 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 7
Gs Investments, Inc. 7
Up Strategic Wealth Investment Advisors Llc 7
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 7
Amussen Hunsaker Associates Llc 7
KAMES CAPITAL management Ltd 7
First Citizens Bancorporation Inc 7
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 7
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 7
Davidson Trust Co 7
USCCX - USAA MUTUAL FUNDS TRUST - Cornerstone Conservative Fund 7
FCG Investment Co 7
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 7
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 7
Noked Capital LTD 7
Cultivar Capital, Inc. 7
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 7
Quattro Financial Advisors Llc 7
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 7
Conservest Capital Advisors, Inc. 7
Lewis Asset Management, LLC 7
Avid Wealth Partners LLC 7
Calvert Impact Fund Inc 7
Worth Venture Partners, LLC 7
Clg Llc 7
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 7
Graybill Bartz & Assoc Ltd 7
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 7
Neumann Capital Management, LLC 7
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 7
Stiles Financial Services Inc 7
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 7
Connective Portfolio Management, LLC 7
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 7
Alden Global Capital LLC 7
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 7
Stone Point Wealth LLC 7
Unionview, Llc 7
Nauset Wealth Management. LLC 7
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class 7
St. James Investment Advisors, LLC 7
Pinnbrook Capital Management Lp 7
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 7
Good Steward Wealth Advisors,LLC 7
Laraway Financial Inc 7
Evensky & Katz LLC 7
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 7
Findlay Park Partners LLP 7
Taika Capital, LP 7
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 7
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 6
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 6
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 6
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 6
Pacific Alternative Asset Management Company, Llc 6
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I 6
MFSB - MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF 6
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 6
BTS Asset Management, Inc. 6
First Washington CORP 6
Tri-Star Advisors Inc. 6
Silver Point Capital L.P. 6
Masters Capital Management Llc 6
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 6
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF 6
Mfs Intermediate High Income Fund 6
Scotia Asset Management L.P. 6
Cunning Capital Partners, LP 6
Brinton Eaton, Llc 6
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 6
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 6
Royal Capital Wealth Management, LLC 6
TSLY - Tidal Trust II - YieldMax TSLA Option Income Strategy ETF 6
ROBAX - Investment Managers Series Trust - Robinson Tax Advantaged Income Fund Class A Shares 6
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 6
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 6
Wealth Forward, LLC 6
Gabelli Convertible & Income Securities Fund Inc 6
OARK - Tidal Trust II - YieldMax Innovation Option Income Strategy ETF 6
Cedar Point Capital Partners, LLC 6
FRG Family Wealth Advisors LLC 6
Wealth Group, Ltd. 6
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 6
American Family Insurance Mutual Holding Co 6
JPL Wealth Management, LLC 6
NTB Financial Corp 6
Blackrock Master Llc 6
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 6
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 6
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 6
BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 6
Shore Point Advisors, LLC 6
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 6
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 6
WWTCX - WELLS FARGO FUNDS TRUST - Wells Fargo Wisconsin Tax-Free Fund Class C 6
Waypoint Capital Advisors, LLC 6
Leading Edge Financial Planning LLC 6
EMG Holdings, L.P. 6
American Century Investment Management Inc 6
Sienna Gestion 6
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 6
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 6
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 6
Aston Asset Management, LLC 6
ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio 6
Panoramic Investment Advisors, Llc 6
Baltimore-Washington Financial Advisors Inc. 6
Umpqua Bank 6
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 6
Brooklands Fund Management Ltd 6
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 6
Oppenheimer Global Multi-asset Growth Fund 6
Capital Impact Advisors, LLC 6
HITYX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Securitized Income Fund Class Y 6
Moon Capital Management, LLC 6
HC Advisors, LLC 6
Coolidge Francis L 6
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 6
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF 6
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 6
QSTAX - Advisors Preferred Trust - Quantified STF Fund Advisor Class Shares 6
Birinyi Associates Inc 6
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 6
YYY - Amplify ETF Trust - Amplify High Income ETF 6
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 6
Passumpsic Savings Bank 6
QGLDX - Advisors Preferred Trust - The Gold Bullion Strategy Fund Investor Class Shares 6
Blackstone Group Inc 6
Zweig Advisers Llc 6
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I 6
Nuveen Municipal Value Fund Inc 6
Trajan Wealth LLC 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 6
Twin City Private Wealth, Llc 6
CWH Capital Management, Inc. 6
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Inflation-Protected Securities Portfolio - Institutional Class 6
Victory Institutional Funds 6
MYCI - SSGA Active Trust - SPDR SSGA My2029 Corporate Bond ETF 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 6
Blackrock Muniyield Investment Quality Fund 6
ONE Advisory Partners, LLC 6
Blackrock Muniyield Quality Fund Iii, Inc. 6
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 6
Front Street Capital Management, Inc. 6
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 6
Oppenheimer Dividend Opportunity Fund 6
DFSMX - Dfa Investment Dimensions Group Inc - Dfa Short-term Municipal Bond Portfolio 6
Jacobs & Co/ca 6
Strive Asset Management, LLC 6
Vista Capital Partners, Inc. 6
Blackrock Municipal Income Investment Trust 6
Dfa Investment Trust Co - The Dfa International Value Series 6
Spectrum Advisory Services Inc 6
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 6
AMZY - Tidal Trust II - YieldMax AMZN Option Income Strategy ETF 6
Paradigm Capital Management, LLC/NV 6
Burford Brothers, Inc. 6
Spurstone Advisory Services, LLC 6
Hellman Jordan Management Co Inc /ma/ 6
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 6
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 6
Beacon Financial Planning, Inc 6
FBY - Tidal Trust II - YieldMax META Option Income Strategy ETF 6
Gilder Gagnon Howe & Co Llc 6
NVDY - Tidal Trust II - YieldMax NVDA Option Income Strategy ETF 6
Eaton Vance Municipal Income 2028 Term Trust 6
DFA INVESTMENT DIMENSIONS GROUP INC - VIT Inflation-Protected Securities Portfolio Institutional Class 6
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 6
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 6
Blackrock Municipal Income Trust 6
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 6
AAHMX - Aberdeen Funds - Aberdeen Short Duration High Yield Municipal Fund (formerly Aberdeen High Yield Managed Duration Municipal Fund) Class A 6
Carmignac Gestion 6
GOOY - Tidal Trust II - YieldMax GOOGL Option Income Strategy ETF 6
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 6
Daruma Capital Management Llc 6
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 6
Schwerin Boyle Capital Management Inc 6
Bridgewater Wealth & Financial Management, LLC 6
LGRUX - LORD ABBETT TRUST I - Lord Abbett Investment Grade Floating Rate Fund Class R6 6
Franklin Templeton International Trust 6
AllGen Financial Advisors, Inc. 6
Blackrock Muniyield Fund, Inc. 6
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 6
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 6
Blackrock Investment Quality Municipal Trust Inc. 6
Cheyne Capital Management (UK) LLP 6
Monarch Capital Management Inc/ 6
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 6
Hilltop Partners LLC 6
Constant Guidance Financial LLC 6
Youngs Advisory Group, Inc. 6
Oak Hill Wealth Advisors, Llc 6
Guerra Pan Advisors, Llc 6
Gainplan LLC 6
Sitrin Capital Management LLC 6
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 6
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 6
NMTRX - Nuveen Managed Accounts Portfolios Trust - Municipal Total Return Managed Accounts Portfolio Common Shares 6
Peak Financial Management, Inc. 6
Millie Capital Management, Llc 6
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 6
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 6
Miller/howard High Income Equity Fund 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 6
Orca Investment Management, LLC 6
Kane Investment Management, Inc. 6
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 6
Bay Rivers Group 6
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 6
Agp Franklin, Llc 6
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 6
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 6
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 6
VAUGHAN & Co SECURITIES, INC. 6
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 6
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 6
Cadinha & Co Llc 6
PUTNAM FUNDS TRUST - Putnam Intermediate-Term Municipal Income Fund CLASS Y 6
R. G. Niederhoffer Capital Management Inc 6
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 6
Bridge Generations Wealth Management Llc 6
LMG Wealth Partners, LLC 6
Alexander Labrunerie & Co., Inc. 6
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 6
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 6
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 6
Eos Management, L.P. 6
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 6
Howard Capital Management 6
Bennett Associates Wealth Management 6
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 6
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 6
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 6
AGF Investments Trust - AGF Emerging Markets Equity Fund Class I 6
Northstar Advisory Group, LLC 6
Caliber Wealth Management, Llc 6
Magnolia Group, Llc 6
Rain Capital Management, LLC 6
Benchmark Wealth Management, LLC 6
Hoertkorn Richard Charles 6
Tme Financial, Inc. 6
Keating Investment Counselors Inc 6
One Degree Advisors Inc 6
Lord Abbett Developing Growth Fund, Inc. 6
Solano Wealth Investment Advisors LLC 6
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 6
Harbor Group, Inc. 6
KKM Financial LLC 6
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 6
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 6
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 6
Pioneer High Income Trust 6
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 6
Rooted Wealth Advisors, Inc. 6
Sensible Money, LLC 6
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 6
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 6
Foresters Asset Management Inc. 6
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 6
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 6
Hiddenite Capital Partners LP 6
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 6
Dominguez Wealth Management Solutions, Inc. 6
Murchinson Ltd. 6
Wealthedge Investment Advisors, Llc 6
North American Management Corp 6
Drexel Morgan & Co. 6
WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares 6
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 6
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A 6
Periscope Capital Inc. 6
Deimos Asset Management LLC 6
Blackrock Municipal Income Investment Quality Trust 6
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 6
FBUIX - FIDELITY SALEM STREET TRUST - Fidelity Flex Inflation-Protected Bond Index Fund 6
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 6
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 6
TFIAX - TIMOTHY PLAN - Timothy Fixed Income Fund Class A 6
Citadel Investment Advisory, Inc. 6
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 6
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 6
Blackrock Muniholdings Investment Quality Fund 6
Equita Financial Network, Inc. 6
Magnolia Capital Management Ltd 6
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 6
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 6
Strategic Financial Partners, Ltd. 6
MIG Capital, LLC 6
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 6
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C 6
HMXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Premium Opportunity Fund Class A 6
Franklin Mutual Advisers Llc 6
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs High Quality Floating Rate Fund Service 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 6
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 6
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 6
GFFIX - Gator Series Trust - Gator Financial Fund 6
Generation Capital Management LLC 6
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 6
Otter Creek Advisors, LLC 6
Aft, Forsyth & Sober, LLC 6
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 6
OHIO NATIONAL FUND INC - ON International Equity Portfolio 6
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 6
FSIPX - FIDELITY SALEM STREET TRUST - Fidelity Series Inflation-Protected Bond Index Fund 6
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 6
Massachusetts Mutual Life Insurance Co 6
Signet Management Usa, Llc 6
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 6
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 6
Silver Bridge Capital Management LLC 6
ZynergyRetirementPlanningLLC 6
Henderson Global Funds 6
Kaufman Rossin Wealth, LLC 6
Rahlfs Capital, Llc 6
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 6
SP Asset Management LLC 6
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y 6
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 6
Mainsail Financial Group, LLC 6
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 6
Carl Domino Inc 6
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 6
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 6
GMOBX - GMO TRUST - GMO Asset Allocation Bond Fund Class III 6
MVFG - Northern Lights Fund Trust IV - Monarch Volume Factor Global Unconstrained Index ETF 6
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 6
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 6
VANGUARD CMT FUNDS - Vanguard Municipal Low Duration Fund 6
Nippon Life Global Investors Americas, Inc. 6
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 6
Goepper Burkhardt LLC 6
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 6
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 6
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 6
Parthenon Llc 6
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 6
QWVQX - CLEARWATER INVESTMENT TRUST - Clearwater Tax-Exempt Bond Fund 6
Eagle Capital Management Llc 6
Wynn Capital, LLC 6
AFS Financial Group, LLC 6
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 6
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 6
Kings Path Partners LLC 6
RFG - Bristol Wealth Advisors, LLC 6
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 6
Kavi Asset Management, LP 6
Financial Planning & Information Services, Inc. 6
Wd Rutherford Llc 6
Treybourne Wealth Planners, Inc. 6
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 6
Yoffe Investment Management, LLC 6
Wellington Wealth Strategies, LLC. 6
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 6
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 6
Stone Toro Investment Advisers, LP 6
TradeWell Securities, LLC. 6
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 6
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 6
FRORX - Franklin Tax Free Trust - Franklin Oregon Tax-free Income Fund Class A1 6
Liontrust Investment Partners LLP 6
IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P 6
Delphia (USA) Inc. 6
Analyst IMS Investment Management Services Ltd. 6
Bell & Brown Wealth Advisors, Llc 6
Fountainhead AM, LLC 6
CacheTech Inc. 6
Horizon Wealth Management, LLC 6
Northstar Capital Management Llc 6
Heritage Family Offices, LLP 6
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 6
Melqart Asset Management (uk) Ltd 6
Partners in Financial Planning 6
AMCPX - AMCAP FUND - AMCAP FUND Class A 6
Veritas Investment Management LLP 6
Bank Pictet & Cie (asia) Ltd 6
Steel Canyon Capital, LLC 6
Shira Ridge Wealth Management 6
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 6
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 6
Humankind Investments LLC 6
McGinn Investment Management, Inc. 6
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund 6
Freedom Financial Partners LLC 6
Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF 6
USSTX - USAA MUTUAL FUNDS TRUST - Tax Exempt Short-Term Fund Shares 6
Capital Growth Management Lp 6
Lyons Wealth Management, LLC. 6
Cadent Capital Advisors, LLC 6
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 6
Dymon Asia Capital (singapore) Pte. Ltd. 6
FreeGulliver LLC 6
PSMM - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Moderately Conservative Multi-Asset Allocation ETF 6
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 6
PSMG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Growth Multi-Asset Allocation ETF 6
PSMB - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Balanced Multi-Asset Allocation ETF 6
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 6
Jmac Enterprises Llc 6
Disciplina Capital Management LLC 6
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 6
Archon Partners LLC 6
Sava Infond d.o.o. 6
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 6
Clearshares LLC 6
Copperleaf Capital, LLC 6
Stokes Capital Advisors, LLC 6
MGO Private Wealth, LLC 6
Lutz Financial Services LLC 6
OxenFree Capital LLC 6
DXCTX - DIREXION FUNDS - Direxion Indexed Commodity & Income Strategy Fund Investor Class 6
Capital Investment Counsel, LLC 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 6
Wells Trecaso Financial Group, LLC 6
Avondale Wealth Management 6
Clune & Associates, Ltd. 6
Investidor Profissional Gestao de Recursos Ltda. 6
Five Oceans Asset Management LTD 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Government & High Quality Bond Account f/k/a Mortgage Securities Account Government & High Quality Bond Account Class 1 6
Cvi Holdings, Llc 6
Crawford Lake Capital Management, LLC 6
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 6
WDTE - Tidal Trust II - Defiance S&P 500 Enhanced Options Income ETF 6
Guardian Partners Inc. 6
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 6
Evelyn Partners Investment Management Services Ltd 6
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 6
Barings Funds Trust - Barings Diversified Income Fund Class A Shares 6
Cloverfields Capital Group, Lp 6
AdvicePeriod, LLC 6
Prescott Group Capital Management, L.l.c. 6
Wealth Advisors, Inc. 6
Somerville Kurt F 6
National Investment Services of America, LLC 6
Brophy Wealth Management, LLC 6
Baring International Investment Ltd 6
Hays Advisory Llc 6
Boulegeris Investments, Inc. 6
HORAN Wealth, LLC 6
Freemont Management S.A. 6
Crestone Asset Management LLC 6
Pwmco Llc 6
Lombard Odier & Cie (Bahamas) Ltd 6
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 6
UTWO - RBB FUND, INC. - US Treasury 2 Year Note ETF 6
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares 6
Sprucegrove Investment Management Ltd 6
GAMDX - GOLDMAN SACHS TRUST - Goldman Sachs Local Emerging Markets Debt Fund Class A 6
Landmark Bank 6
BTRIX - Perpetual Americas Funds Trust - Barrow Hanley Total Return Bond Fund Institutional Shares 6
UTEN - RBB FUND, INC. - US Treasury 10 Year Note ETF 6
First Opportunity Fund Inc 6
Willis Investment Counsel 6
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 6
Steigerwald, Gordon & Koch Inc. 6
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 6
BITEX - Brown Advisory Funds - Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares 6
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 6
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 6
One Wealth Capital Management, Llc 6
SageOak Financial, LLC 6
Tranquilli Financial Advisor LLC 6
Wendell David Associates Inc 6
Santa Barbara Asset Management, Llc 6
IWMY - Tidal Trust II - Defiance R2000 Enhanced Options Income ETF 6
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 6
Horizon Funds - HORIZON EXPEDITION PLUS ETF 6
Pier Capital, LLC 6
Boston Standard Wealth Management, LLC 6
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 6
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C 6
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 6
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class 6
HT Partners LLC 6
TABR Capital Management, LLC 6
Beech Hill Advisors, Inc. 6
Ocean Capital Management, LLC 6
Pettinga Financial Advisors, LLC 6
Hurlow Wealth Management Group, Inc. 6
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 6
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 6
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 6
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 6
Uptown Financial Advisors LLC 6
JHGEX - John Hancock Funds II - Global Equity Fund Class A 6
united american securities inc. (d/b/a uas asset management) 6
Shaker Investments Llc/oh 6
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 6
AllianzGI Artificial Intelligence & Technology Opportunities Fund 6
MEMBERS Trust Co 6
Dillon & Associates Inc 6
Harbour Investment Management Llc 6
Investment Advisory Services Inc /tx /adv 6
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 6
Adams Chetwood Wealth Management LLC 6
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 6
Hall Private Wealth Advisors 6
Hosking & Co Ltd 6
PM CAPITAL Ltd 6
Ted Buchan & Co 6
MA Private Wealth 6
FV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Focus 5 ETF 6
Plum Street Advisors, LLC 6
FAAR - FIRST TRUST EXCHANGE-TRADED FUND VII - First Trust Alternative Absolute Return Strategy ETF 6
Garrison Point Advisors, Llc 6
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 6
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 6
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 6
QQQY - Tidal Trust II - Defiance Nasdaq 100 Enhanced Options Income ETF 6
Lilley & Co 6
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 6
Arkfeld Wealth Strategies, L.L.C. 6
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 6
Texan Capital Management 6
Saratoga Research & Investment Management 6
Cardinal Capital Management, Inc. 6
Cloud Capital Management, LLC 6
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 6
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 6
Myriad Asset Management Ltd. 6
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 6
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 6
Islet Management, LP 6
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 6
Great Point Wealth Advisors, LLC 6
Mork Capital Management, LLC 6
Pluribus Labs, LLC 6
Lfs Asset Management 6
Banyan Capital Management, Inc. 6
Intrepid Financial Planning Group LLC 6
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND 6
CarVal Investors, LP 6
Agate Pass Investment Management, LLC 6
Sound Shore Management Inc /ct/ 6
Brookside Capital Management Llc 6
Mosaic Financial Partners, Inc. 6
JGP Global Gestao de Recursos Ltda. 6
EIINX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Opportunities Fund Class R6 6
Egerton Capital (UK) LLP 6
DWAW - AdvisorShares Trust - AdvisorShares Dorsey Wright FSM All Cap World ETF 6
Hickory Point Bank & Trust 6
ROPE - EA Series Trust - Coastal Compass 100 ETF 6
EHLS - Tidal Trust II - Even Herd Long Short ETF 6
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 6
NCP Inc. 6
Uhlmann Price Securities, Llc 6
Lathrop Investment Management Corp 6
FITAX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Income Fund Class A 6
SeaTown Holdings Pte. Ltd. 6
Pettee Investors, Inc. 6
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 6
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 6
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 6
Bank Of Edwardsville 6
FolioMetrix LLC 6
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 6
FHMIX - Federated Hermes Adviser Series - Federated Hermes Conservative Municipal Microshort Fund Institutional Shares 6
FT Vest Total Return Income Fund: Series A2 6
SHMDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Debt Fund Class I 6
Investment Security Group Inc /co/ /adv 6
Benedict Financial Advisors Inc 6
Wealth Management Solutions, LLC 6
Alleghany Corp /de 6
Morton Community Bank 6
Monetta Financial Services Inc 6
Greater Midwest Financial Group, LLC 6
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 6
Hi-Line Capital Management, LLC 6
Benedetti & Gucer, Inc. 6
Toews Corp /adv 6
BlackRock ETF Trust II - BlackRock High Yield ETF 6
MINCX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA STRATEGIC INCOME FUND Institutional Class Shares 6
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 6
Nuveen Global Equity Income Fund 6
Lindenwold Advisors 6
FIRST TRUST EXCHANGE-TRADED FUND IV - (AW-NOT OFFERED) First Trust High Income Strategic Focus ETF 6
SageGuard Financial Group, LLC 6
Scott Capital Advisors, LLC 6
Aurora Investment Counsel 6
CPR Investments Inc. 6
Rothschild & Co Wealth Management UK Ltd 6
TCW ETF Trust - TCW Multisector Credit Income ETF 6
Bpv Family Of Funds 6
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 6
Alpine Partners USVI, LLC 6
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 6
Peterson Wealth Services 6
Virtus Insight Trust 6
Radcliffe Capital Management, L.P. 6
FT Vest Hedged Equity Income Fund: Series A2 6
Penbrook Management LLC 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 6
626 Financial, LLC 6
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 6
Value Partners Investments Inc. 6
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 6
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I 6
HIAVX - Hartford Series Fund Inc - Hartford Value Hls Fund Ia 6
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 6
Independence Trust CO 6
Nestegg Advisors, Inc. 6
Ridgecrest Wealth Partners, Llc 6
Winmill & Co. Inc 6
Stratton Funds, Inc. 6
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 6
Windham Capital Management, LLC 6
BWM Planning, LLC 6
BlackRock Private Investments Fund 6
Buttonwood Financial Advisors Inc. 6
Ramius Advisors Llc 6
Leicht Financial Planning & Wealth Management, Inc. 6
Garner Asset Management Corp 6
Private Wealth Advisors, LLC 6
Stellar Capital Management, LLC 6
Perfromance Wealth Partners, LLC 6
KDRN - ETF Opportunities Trust - Kingsbarn Tactical Bond ETF 6
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 6
Brady Martz Wealth Solutions, LLC 6
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I 6
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 6
USMDX - Columbia Funds Series Trust II - Columbia Ultra Short Municipal Bond Fund Advisor Class 6
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 6
Magellan Asset Management Ltd 6
Peconic Partners Llc 6
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 6
Fiduciary Management Inc /wi/ 6
Financial Advisory Group 6
XOMO - Tidal Trust II - YieldMax XOM Option Income Strategy ETF 6
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 6
MSFO - Tidal Trust II - YieldMax MSFT Option Income Strategy ETF 6
Madison Park Capital Advisors, LLC 6
Lgt Capital Partners Ltd. 6
Haafor (Singapore) Pte. Ltd. 6
Midwest Investment Management Llc 6
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 6
Nicholson Wealth Management Group, LLC 6
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 6
Highview Capital Management LLC/DE/ 6
NFLY - Tidal Trust II - YieldMax NFLX Option Income Strategy ETF 6
CONY - Tidal Trust II - YieldMax COIN Option Income Strategy ETF 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I 6
AQINX - AQR Funds - AQR International Equity Fund Class N 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 6
Birmingham Capital Management Co Inc/al 6
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 6
AMDY - Tidal Trust II - YieldMax AMD Option Income Strategy ETF 6
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 6
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 6
Consolidated Investment Group LLC 6
BILDX - DoubleLine Funds Trust - DoubleLine Infrastructure Income Fund Class I 6
Eads & Heald Wealth Management 6
JPMO - Tidal Trust II - YieldMax JPM Option Income Strategy ETF 6
FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A 6
Kovitz Investment Group, LLC 6
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 6
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 6
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class 6
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 6
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 6
Renaissance Investment Consultants Holding Company, Llc 6
Blenheim Capital Management, L.L.C. 6
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 6
Allie Family Office LLC 6
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 6
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 6
Silphium Asset Management Ltd 6
Invera Wealth Advisors, LLC 6
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 6
Scoggin Management Lp 6
Fort Pitt Capital Group Inc 6
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 6
Trust Co of the South 6
LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund 6
GRRSX - James Alpha Funds Trust - James Alpha Macro Fund Class R6 6
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 6
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 6
440 Investment Group, Llc 6
Resource Consulting Group Inc 6
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A 6
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 6
Kynikos Associates LP 6
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 6
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 6
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 6
Mainstream Capital Management LLC 6
CGBAX - City National Rochdale Funds - City National Rochdale Government Bond Fund - Class N 6
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 6
PENN SERIES FUNDS INC - Smid Cap Value Fund 6
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 6
Yukon Wealth Management, Inc. 6
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A 6
Terra Nova Asset Management LLC 6
LaSalle Street Capital Management, LLC 6
Baltimore Capital Management, Inc 6
Beckerman Institutional, LLC 6
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 6
Mondrian Investment Partners LTD 6
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 6
MFUL - Collaborative Investment Series Trust - Mindful Conservative ETF 6
Wela Strategies, Inc. 6
MFWVX - MFS MUNICIPAL SERIES TRUST - MFS West Virginia Municipal Bond Fund A 6
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 6
EisnerAmper Wealth Management Corporate Benefits, LLC 6
StoneCrest Wealth Management, Inc. 6
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 6
VLCCX - VALIC Co I - Large Cap Core Fund 6
Gold Investment Management Ltd. 6
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 6
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 6
VAVAX - VALIC Co I - Value Fund 6
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 6
American Investment Services, Inc. 6
Westfuller Advisors, LLC 6
BRANDES INVESTMENT TRUST - Brandes U.S. Value Fund Class A 6
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 6
Jnl Series Trust - Jnl/mellon International Index Fund (a) 6
RSHMX - VICTORY PORTFOLIOS - Victory High Income Municipal Bond Fund Class A 6
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 6
Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) 6
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 6
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class 6
Soundwatch Capital LLC 6
Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) 6
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 6
VCCEX - VALIC Co I - Core Equity Fund 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 6
AOIIX - Angel Oak Funds Trust - Angel Oak Core Impact Fund Institutional Class 6
NorthStar Asset Management LLC /NJ/ 6
No Street GP LP 6
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 6
BOCHK Asset Management Ltd 6
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 6
Tufton Capital Management 6
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 6
Bristol Advisors, LLC 6
PHH Investments, Ltd. 6
Bankers Trust Co 6
Cushing Asset Management, Lp 6
Hrc Wealth Management, Llc 6
Ibex Investors LLC 6
Heritage Way Advisors, LLC 6
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 6
Biegel & Waller Llc 6
Rik Saylor Financial, Inc. 6
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 6
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 6
Mitchell Sinkler & Starr/pa 6
Ignis Investment Services Ltd 6
C2C Wealth Management, LLC 6
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 6
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 6
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 6
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 6
Templeton Global Income Fund 6
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 6
Prosiris Capital Management LP 6
Towercrest Capital Management 6
Lansdowne Partners (uk) Llp 6
FUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Floating Income ETF 6
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 6
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 6
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 6
PIMAX - Pioneer Series Trust V - Pioneer High Income Municipal Fund : Class A 6
Omega Advisors Inc. 6
Skyline Advisors, Inc. 6
PPM Funds - PPM Large Cap Value Fund (Inst) 6
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 6
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 6
Wealth Management Strategies, Inc. 6
American Funds Fundamental Investors 6
APLY - Tidal Trust II - YieldMax AAPL Option Income Strategy ETF 6
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 6
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 6
Muirfield Wealth Advisors Llc 6
GMUN - Goldman Sachs ETF Trust - Goldman Sachs Community Municipal Bond ETF 6
Orbis Allan Gray Ltd 6
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 6
Bernzott Capital Advisors 6
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 6
Vontobel Asset Management Inc 6
True Vision MN LLC 6
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 6
QV Investors Inc. 6
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 6
Intergy Private Wealth, LLC 6
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 6
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 6
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 6
Blue Fin Capital, Inc. 6
Parr Mcknight Wealth Management Group, Llc 6
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class 6
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 6
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 6
Pimco New York Municipal Income Fund Ii 6
Passive Capital Management, LLC. 6
Pimco New York Municipal Income Fund 6
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A 6
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 6
Lomas Capital Management, LLC 6
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 6
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 6
Governors Lane LP 6
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 6
Note Advisors, LLC 6
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 6
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 6
Disciplined Growth Investors Inc /mn 6
Mendel Capital Management LLC 6
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class 6
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class 6
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 6
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 6
Fairfax Financial Holdings Ltd/ Can 6
WTSTX - WisdomTree Digital Trust - WisdomTree 7-10 Year Treasury Digital Fund N/A 6
CPATX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Income Fund Class A Shares 6
MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. 6
Ovata Capital Management Ltd 6
GAA - Cambria ETF Trust - Cambria Global Asset Allocation ETF 6
Waterstone Capital Management, L.P. 6
THTA - Tidal ETF Trust - SoFi Enhanced Yield ETF 6
Hutchens Investment Management Inc 6
Marsico Capital Management Llc 6
River & Mercantile Llc 6
Share Andrew L. 6
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 6
Elevatus Welath Management 6
Rikoon Group, LLC 6
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 6
Wise Wealth Partners 6
Rockshelter Capital Management Llc 6
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 6
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 6
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund 6
Lau Associates Llc 6
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 6
ABN AMRO Bank N.V. 6
Empyrean Capital Partners, LP 6
First Trust Enhanced Equity Income Fund 6
Raiff Partners Inc 6
WTABX - WILMINGTON FUNDS - Wilmington Municipal Bond Fund Class A Shares 6
Nixon Peabody Trust Co 6
Adams Asset Advisors, LLC 6
Evelyn Partners Investment Management LLP 6
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 6
EVVCX - World Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund R4 Class Shares 6
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class 6
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 6
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 6
LeConte Wealth Management, LLC 6
IFC Advisors LLC 6
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 6
Snyder Capital Management L P 6
Blackrock Enhanced Equity Dividend Trust 6
BMBIX - BAIRD FUNDS INC - Baird Quality Intermediate Municipal Bond Fund Institutional 6
MDCEX - Starboard Investment Trust - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares 6
Texas Bank & Trust Co 6
Bolton Lp 6
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 6
Eq Wealth Advisors, Llc 6
Ssga Master Trust 6
RLTAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Aggressive Investor Shares 6
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares 6
FIFGX - FIDELITY OXFORD STREET TRUST - Fidelity SAI Inflation-Focused Fund 6
Hall Kathryn A. 6
Nuveen Mortgage Opportunity Term Fund 6
Rothschild Capital Partners, LLC 6
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 6
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 6
AMG Funds LLC 6
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 6
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 6
Flossbach Von Storch Ag 6
Patrick M Sweeney & Associates, Inc 6
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 6
VVIQX - Voya Separate Portfolios Trust - Voya VACS Series EMHCD Fund 6
JHBMX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Bond Completion Portfolio 6
Keb Asset Management, Llc 6
STBFX - SATURNA INVESTMENT TRUST - Sextant Short-Term Bond Fund 6
Harvest Management Llc 6
Quintet Private Bank (Europe) S.A. 6
IMFD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Defensive Core Fixed Income ETF 6
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 6
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 6
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 6
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 6
Invenio Wealth Partners Llc 6
VALUX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Investor Class 6
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 6
AIMZ Investment Advisors, LLC 6
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 6
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF 6
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 6
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 6
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 6
Courant Investment Management LLC 6
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 6
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 6
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 6
ACSI - ETF Series Solutions - American Customer Satisfaction ETF 6
Mittelman Wealth Management 6
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 6
WLTH - NORTHERN LIGHTS FUND TRUST II - LifeGoal Wealth Builder ETF 6
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 6
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 6
Alpha Financial Advisors, LLC 6
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 6
FNYTX - Franklin New York Tax Free Income Fund - Franklin New York Tax-free Income Fund Class A1 6
Lincoln Capital LLC 6
SNWAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Small Cap Value Fund - Class A Shares 6
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 6
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 6
ICFSX - ICON FUNDS - ICON Financial Fund Class S 6
Netols Asset Management, Inc. 6
Argentiere Capital Ag 6
MML Series Investment Fund II - MML Asset Momentum Fund Class II 6
Brady Family Wealth, Llc 6
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 6
USTVX - Series Portfolios Trust - Verity U.S. Treasury Fund Investor Class 6
Schaller Investment Group Inc 6
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 6
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 6
DCRE - DoubleLine ETF Trust - DoubleLine Commercial Real Estate ETF 6
Pergamon Offshore Advisors, L.P. 6
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 6
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 6
Tilt Investment Management Holdings, PBC 6
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 6
FADVX - Frost Family of Funds - FROST VALUE EQUITY FUND Investor Class Shares 6
Bulldog Investors, LLP 6
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A 6
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 6
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 6
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 5
Corvex Management LP 5
Cooperman Leon G 5
Knott David M 5
Select Equity Group, L.P. 5
Gendell Jeffrey L Et Al 5
Fortress Investment Group LLC 5
Lakewood Capital Management, Lp 5
Southpoint Capital Advisors LP 5
Glenhill Advisors Llc 5
PFM Health Sciences, LP 5
EdgePoint Investment Group Inc. 5
WHV Investments, Inc. 5
Elm Ridge Management, LLC 5
Highfields Capital Management Lp 5
Fidelity National Financial, Inc. 5
Coatue Management Llc 5
Canyon Capital Advisors Llc 5
Paradigm Capital Management Inc/ny 5
Next Century Growth Investors Llc 5
Elk Creek Partners, LLC 5
Killen Group Inc 5
Redwood Capital Management, Llc 5
Accident Compensation Corp 5
Steadfast Advisors Lp 5
Elliott Management Corporation 5
Halsey Associates Inc/ct 5
Puzo Michael J 5
Lincluden Management Ltd 5
Neumeier Poma Investment Counsel Llc 5
Capital Counsel Llc/ny 5
Boston Research & Management Inc 5
George Kaiser Family Foundation 5
Stack Financial Management, Inc 5
Diversified Investment Strategies, LLC 5
Trilogy Global Advisors Lp 5
Muhlenkamp & Co Inc 5
Chickasaw Capital Management Llc 5
London Co Of Virginia 5
Rbo & Co Llc 5
Cincinnati Casualty Co 5
Grisanti Capital Management LLC 5
Hawkins Capital L.P. 5
Seminole Management Co., Inc. 5
Barton Investment Management 5
Zevin Asset Management Llc 5
Context Capital Management, LLC 5
Boyle Capital Management, LLC 5
Cleary Gull Holdings Inc. 5
HM Capital Management, LLC 5
Hood River Capital Management LLC 5
Concourse Capital Management, LLC 5
Seven Bridges Advisors LLC 5
Aquamarine Capital Management, LLC 5
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 5
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 5
Axiom International Investors Llc /de 5
Scepter Holdings, Inc. 5
Trellus Management Company, LLC 5
Security National Bank Of So Dak 5
TAMRO Capital Partners LLC 5
Cincinnati Specialty Underwriters Insurance CO 5
S. R. Schill & Associates 5
Benchmark Capital Advisors 5
Lattice Strategies LLC 5
Somerset Group LLC 5
Equity Investment Corp/ga 5
Dinsmore Capital Management Co/nj 5
Hokanson Associates, Inc. 5
Provident Trust Co 5
Quadrant Capital Management, LLC 5
Shelter Mutual Insurance Co 5
Edmp, Inc. 5
Albert D Mason Inc 5
Brookmont Capital Management 5
Muzinich & Co., Inc. 5
Orbis Holdings Ltd 5
Markel Corp 5
Charles Stewart Mott Foundation 5
Ares Management Llc 5
Flaherty & Crumrine Inc 5
Regis Management CO LLC 5
PacWest Financial Management Inc 5
Taurus Asset Management, Llc 5
TIG Advisors, LLC 5
Nwi Management Lp 5
JRM Investment Counsel, LLC 5
Security National Bank Of Sioux City Iowa /ia/ 5
New Harbor Financial Group, LLC 5
Winslow Capital Management, LLC 5
Icm Asset Management Inc/wa 5
Limestone Value Partners, LLC 5
Arkansas Financial Group, Inc. 5
Decatur Capital Management, Inc. 5
Alecta Pensionsforsakring, Omsesidigt 5
Community Bank of Raymore 5
Pioneer Trust Bank N A/or 5
Addenda Capital Inc. 5
Norman Fields, Gottscho Capital Management, LLC 5
Deane Retirement Strategies, Inc. 5
Lawson Kroeker Investment Management Inc/ne 5
Amarillo National Bank 5
Nexus Investment Management ULC 5
Rosenbaum Jay D. 5
Mader & Shannon Wealth Management, Inc. 5
New England Professional Planning Group Inc. 5
DSAM Partners (London) Ltd 5
First Houston Capital, Inc. 5
Central Securities Corp 5
Emerson Investment Management, Llc 5
American Assets Inc 5
Ycg, Llc 5
Swedbank 5
Manitou Investment Management Ltd. 5
Montag & Caldwell, Llc 5
Gibson Capital, LLC 5
Ninety One North America, Inc. 5
Strategic Wealth Management Inc 5
Professional Advisory Services Inc 5
Samson Capital Advisors LLC 5
Stralem & Co Inc 5
Dudley & Shanley, Inc. 5
Broderick Brian C 5
Manikay Partners, LLC 5
Ami Investment Management Inc 5
KeyPoint Capital Management, LLC 5
Pear Tree Advisors Inc 5
Argus Investors' Counsel, Inc. 5
BloombergSen Inc. 5
Valentine Capital Asset Management, Inc. 5
State Farm Mutual Automobile Insurance Co 5
Charter Research & Investment Group, Inc. 5
Gavea Investimentos Ltda 5
Hutchens Investment Management Inc 5
Torray Llc 5
Hefren-Tillotson, Inc. 5
Hilltop Park Associates LLC 5
Overland Advisors, LLC 5
Gruber & Mcbaine Capital Management Llc 5
Elefante Michael B 5
Riversville Capital, Inc. 5
Barrington Strategic Wealth Management Group LLC 5
Samsung Asset Management (New York), Inc. 5
Dominick & Dominick LLC 5
Marshall & Sullivan Inc /wa/ 5
Scharf Investments, Llc 5
Telemark Asset Management, LLC 5
Quantum Capital Management, LLC / NJ 5
Itau USA Asset Management Inc. 5
Cognios Capital, LLC 5
Aft, Forsyth & Sober, LLC 5
Wimmer Associates 1, Llc 5
Palestra Capital Management LLC 5
SG Capital Management LLC 5
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 5
HRS Investment Holdings, LLC 5
National Mutual Insurance Federation of Agricultural Cooperatives 5
Guardian Point Capital, Lp 5
Yost Capital Management, L.L.C. 5
Yale University 5
Toscafund Asset Management LLP 5
Ratan Capital Management LP 5
Claar Advisors LLC 5
La Financiere De L'echiquier 5
Alley Co LLC 5
Jackson Park Capital, Llc 5
McQueen, Ball & Associates Inc. 5
Clearline Capital LP 5
Idaho Trust Bank 5
Crystal Rock Capital Management 5
Quaker Capital Investments, LLC 5
Highmount Capital, LLC 5
Investors Trust Inc 5
Chubb Ltd 5
Q Global Advisors, LLC 5
Alpine Associates Advisors 5
Wood Investment Counsel LLC 5
Marathon Capital Management 5
Vector Wealth Management, Llc 5
FC Advisory LLC 5
Hutner Capital Management Inc 5
Edmond De Rothschild (monaco) 5
ANTIPODES PARTNERS Ltd 5
Wechter Feldman Wealth Management, Inc. 5
Asset Planning Services Inc /la/ /adv 5
Hapanowicz & Associates Financial Services, Inc 5
Opes Advisors Inc 5
Precept Management LLC 5
Vantis Investment Advisers L.P. 5
Intrinsic Edge Capital Management LLC 5
Round Hill Asset Management 5
Mubadala Investment Co PJSC 5
Money Design Co.,Ltd. 5
Allied Investment Advisors, LLC 5
Nuveen New York Amt-free Quality Municipal Income Fund 5
DRIPX - MP63 FUND INC - MP63 Fund 5
Putnam High Income Securities Fund 5
Allianzgi Convertible & Income Fund Ii 5
Allianzgi Convertible & Income Fund 5
Oppenheimer Ultra-short Duration Fund 5
Blackrock Muniyield Investment Fund 5
DIAVX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Inflation Adjusted Securities Fund Investor Shares 5
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 5
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 5
Blackstone Real Estate Income Master Fund 5
FS Series Trust - FS Market Neutral Fund Class I 5
Gabelli Go Anywhere Trust 5
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 5
TPINX - TEMPLETON INCOME TRUST - Templeton Global Bond Fund Class A 5
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 5
Access One Trust - ACCESS VP HIGH YIELD FUND 5
Templeton Global Opportunities Trust 5
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 5
WUSAX - WANGER ADVISORS TRUST - Wanger USA 5
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 5
CFIMX - Clipper Funds Trust - Clipper Funds Trust 5
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund 5
First Trust/aberdeen Global Opportunity Income Fund 5
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 5
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A 5
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 5
Special Opportunities Fund, Inc. 5
Lazard Global Total Return & Income Fund Inc 5
Lazard World Dividend & Income Fund, Inc. 5
Foxby Corp. 5
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 5
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 5
SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A 5
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 5
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 5
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 5
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 5
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 5
High Income Opportunities Portfolio - High Income Opportunities Portfolio 5
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 5
First Trust High Income Long/short Fund 5
Global Opportunities Portfolio - Global Opportunities Portfolio 5
Eaton Vance Tax-managed Diversified Equity Income Fund 5
Eaton Vance Short Duration Diversified Income Fund 5
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 5
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 5
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 5
Oppenheimer Equity Income Fund 5
Blackrock Muniyield Quality Fund Ii, Inc. 5
Blackrock Strategic Municipal Trust 5
Henssler Funds Inc 5
Blackrock Long-term Municipal Advantage Trust 5
Pioneer Diversified High Income Trust 5
Blackrock Munienhanced Fund, Inc. 5
Principal Real Estate Income Fund 5
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 5
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 5
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 5
Eaton Vance National Municipal Opportunities Trust 5
Franklin Ltd Duration Income Trust 5
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 5
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 5
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 5
Winton Series Trust 5
Touchstone Investment Trust 5
Salient Private Client, Llc 5
Hc Financial Advisors, Inc. 5
Jackson Financial Management 5
Rainey & Randall Investment Management Inc. 5
X-Square Capital, LLC 5
MayTech Global Investments, LLC 5
Martin Capital Partners, LLC 5
Silverleafe Capital Partners, LLC 5
Beryl Capital Management LLC 5
Ironvine Capital Partners, LLC 5
Leonard Rickey Investment Advisors P.L.L.C. 5
Inlight Wealth Management, LLC 5
CastleArk Alternatives, LLC 5
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 5
Tikehau Investment Management 5
Maj Invest Holding A/S 5
Locust Wood Capital Advisers, Llc 5
Exeter Financial, LLC 5
Benchmark Financial Wealth Advisors, LLC 5
Penn Mutual Asset Management, LLC 5
MACRO Consulting Group 5
VERITY Wealth Advisors 5
Mirsky Financial Management Corp. 5
Searcy Financial Services Inc /adv 5
Centerstone Investors, LLC 5
Marshall Financial Group Inc /adv 5
Horiko Capital Management Llc 5
Public Investment Fund 5
Vilas Fund, Lp 5
Omega Financial Group, LLC 5
Campbell Capital Management Inc 5
Alight Capital Management LP 5
D1 Capital Partners L.P. 5
Pathlight Investors Llc 5
Pacific Edge Advisors, LLC 5
Bmt Investment Advisors 5
RBA Wealth Management, LLC 5
Guggenheim Equal Weight Enhanced Equity Income Fund 5
Purisima Funds 5
Delta Financial Advisors Llc 5
Nuveen Global Income Opportunities Fund 5
Schwarz Dygos Wheeler Investment Advisors Llc 5
CLERX - ADVISORONE FUNDS - CLS Growth and Income Fund Class N 5
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 5
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 5
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 5
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 5
FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A 5
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 5
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2055 Fund Class A 5
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 5
FTRAX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart Retirement Income Fund CLASS A 5
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 5
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 5
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 5
NOINX - Northern Funds - Northern International Equity Index Fund 5
HOVLX - HOMESTEAD FUNDS INC - Value Fund 5
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 5
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 5
LDMYX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Bond Fund Class I 5
Advanced Series Trust - Ast International Growth Portfolio 5
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 5
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 5
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 5
PACIFIC SELECT FUND - International Value Portfolio Class I 5
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 5
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 5
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 5
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 5
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 5
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 5
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 5
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 5
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 5
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 5
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock Short-Term Municipal Fund Investor A1 5
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 5
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 5
GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 5
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 5
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Debt Fund CLASS P 5
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 5
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 5
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 5
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 5
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 5
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 5
WMTCX - WELLS FARGO FUNDS TRUST - Wells Fargo Minnesota Tax-Free Fund Class C 5
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 5
EQ ADVISORS TRUST - 1290 VT Low Volatility Global Equity Portfolio Class IB 5
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 5
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 5
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 5
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 5
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 5
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 5
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 5
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 5
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 5
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 5
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 5
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Government Portfolio Initial Class 5
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class 5
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 5
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 5
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 5
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 5
MSNYX - MFS MUNICIPAL SERIES TRUST - MFS New York Municipal Bond Fund A 5
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 5
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 5
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 5
DMRE - Transamerica ETF Trust - DeltaShares S&P EM 100 & Managed Risk ETF 5
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 5
JSRAX - JPMorgan Trust I - JPMorgan SmartRetirement Income Fund Class A 5
JACSX - JPMorgan Trust I - JPMorgan SmartRetirement Blend 2060 Fund Class I 5
JMSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2045 Fund Class I 5
SRJAX - JPMorgan Trust I - JPMorgan SmartRetirement 2035 Fund Class A 5
JAKAX - JPMorgan Trust I - JPMorgan SmartRetirement 2060 Fund Class A 5
JFFAX - JPMorgan Trust I - JPMorgan SmartRetirement 2055 Fund Class A 5
JTTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2020 Fund Class A 5
JNSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2025 Fund Class A 5
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 5
JPTBX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2055 Fund Class I 5
JOBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2040 Fund Class I 5
JTSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2050 Fund Class A 5
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 5
SMTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund Class A 5
JNEAX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2050 Fund Class I 5
JSMAX - JPMorgan Trust I - JPMorgan SmartRetirement 2030 Fund Class A 5
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 5
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 5
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 5
SA FUNDS INVESTMENT TRUST - SA International Value Fund 5
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 5
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 5
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 5
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 5
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 5
FLMB - Franklin Templeton ETF Trust - Franklin Liberty Municipal Bond ETF 5
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 5
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 5
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 5
HCIMX - HC CAPITAL TRUST - The Intermediate Term Municipal Bond Portfolio HC Strategic Shares 5
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 5
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 5
EXFLX - EATON VANCE INVESTMENT TRUST - Eaton Vance Floating-Rate Municipal Income Fund Class A 5
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 5
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 5
BSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class N 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 5
ULTRA SERIES FUND - Large Cap Value Fund Class I 5
USTEX - USAA MUTUAL FUNDS TRUST - Tax Exempt Long-Term Fund Shares 5
TBHDX - Tweedy, Browne Fund Inc. - Tweedy, Browne Worldwide High Dividend Yield Value Fund 5
BBGVX - Sterling Capital Funds - Sterling Capital Intermediate Us Government Fund Institutional Class 5
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 5
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 5
SNTIX - SIT MUTUAL FUNDS II INC - Sit Tax-Free Income Fund 5
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 5
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class 5
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 5
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 5
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 5
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 5
STMYX - Northern Lights Fund Trust - Sierra Tactical Municipal Fund Class Special Shares 5
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 5
LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A 5
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 5
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 5
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 5
EARRX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Short Duration Inflation-Protected Income Fund Class A 5
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 5
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 5
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares 5
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 5
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A 5
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 5
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 5
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 5
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Municipal Bond Portfolio Institutional Class 5
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 5
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 5
Dfa Investment Trust Co - The Continental Small Company Series 5
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 5
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 5
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 5
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 5
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 5
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 5
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 5
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 5
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 5
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 5
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 5
TXRIX - JPMorgan Trust I - JPMorgan Tax Aware Real Return Fund Class I 5
XMPT - VanEck Vectors ETF Trust - VanEck Vectors CEF Municipal Income ETF 5
JDSTX - John Hancock Funds II - Diversified Strategies Fund Class A 5
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 5
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES 5
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 5
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 5
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 5
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 5
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 5
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 5
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 5
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 5
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 5
Thrivent Core Funds - Thrivent Core International Equity Fund 5
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 5
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 5
IBDK - iSHARES TRUST - iShares iBonds Dec 2019 Term Corporate ETF 5
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 5
IBMN - iSHARES TRUST - iShares iBonds Dec 2025 Term Muni Bond ETF 5
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 5
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 5
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 5
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 5
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 5
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 5
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 5
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 5
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 5
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 5
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 5
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 5
DAINX - Dunham Funds - Dunham International Stock Fund Class A 5
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 5
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 5
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 5
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 5
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 5
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 5
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 5
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 5
FZBAX - FRANKLIN STRATEGIC SERIES - Franklin Flexible Alpha Bond Fund Advisor Class 5
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 5
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 5
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 5
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 5
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 5
EWEAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic World Equity Fund Class A 5
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 5
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 5
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 5
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 5
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 5
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 5
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 5
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 5
VETS - Pacer Funds Trust - Pacer Military Times Best Employers ETF 5
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 5
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 5
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Ultra-Short Duration Fund Class A 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 5
ABVAX - AB TRUST - AB Value Fund Class A 5
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 5
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 5
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 5
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 5
TRH Financial, LLC 5
S.E.E.D. Planning Group LLC 5
EFGIX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class I 5
CAUSX - SHELTON FUNDS - U.S. Government Securities Fund Direct Shares 5
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 5
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 5
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 5
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 5
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 5
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 5
UCEQX - USAA MUTUAL FUNDS TRUST - Cornerstone Equity Fund 5
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 5
FengHe Fund Management Pte. Ltd. 5
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 5
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 5
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 5
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 5
PUTNAM FUNDS TRUST - Putnam Short-Term Municipal Income Fund CLASS A 5
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 5
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 5
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 5
VCIEX - VALIC Co I - International Equities Index Fund 5
VSSVX - VALIC Co I - Small Cap Special Values Fund 5
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 5
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 5
UST - PROSHARES TRUST - ProShares Ultra 7-10 Year Treasury 5
MRGR - PROSHARES TRUST - ProShares Merger ETF 5
AIHAX - Horizon Funds - Horizon Active Income Fund Advisor Class 5
FOCIX - FAIRHOLME FUNDS INC - The Fairholme Focused Income Fund 5
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 5
PCEF - Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF 5
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 5
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 5
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 5
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 5
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 5
Insight Folios Inc 5
Ayrshire Capital Management LLC 5
Lpwm Llc 5
Cairn Investment Group, Inc. 5
Summit Place Financial Advisors, LLC 5
Legacy Wealth Partners, Inc. 5
Invesco Bldrs Index Funds Trust 5
Hummer Financial Advisory Services Inc 5
Clarity Wealth Advisors, LLC 5
Verde Capital Management 5
DCF Advisers, LLC 5
NexWave Capital Partners LLC 5
Hillman Capital Management, Inc. 5
Private Wealth Strategies, L.L.C. 5
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 5
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 5
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 5
Brooktree Capital Management 5
BMQIX - BAIRD FUNDS INC - Baird Municipal Bond Fund Institutional 5
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 5
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 5
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 5
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 5
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 5
Stolper Co 5
Eastover Investment Advisors LLC 5
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 5
Grassi Investment Management Llc 5
Capstone Financial Group, Inc. 5
Willow Street Advisors LLC 5
Graham & Dodd Fund, Llc 5
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 5
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 5
H&H Retirement Design & Management INC 5
StrongBox Wealth, LLC 5
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 5
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 5
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 5
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 5
WMKGX - WESMARK FUNDS - WesMark Growth Fund 5
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class 5
ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares 5
MUNIX - MUTUAL FUND SERIES TRUST - AlphaCentric Municipal Opportunities Fund Class I 5
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 5
DoubleLine Yield Opportunities Fund 5
OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares 5
PPM Funds - PPM Small Cap Value Fund (Inst) 5
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF 5
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 5
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 5
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class 5
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 5
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 5
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 5
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I 5
Sara-Bay Financial 5
DGSMX - World Funds Trust - DGHM V2000 SmallCap Value Fund Investor Class 5
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF 5
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 5
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 5
QDIBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans 5
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 5
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 5
QDVBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans 5
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 5
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 5
JAEAX - SARATOGA ADVANTAGE TRUST - James Alpha Event Driven Portfolio Class A Shares 5
WPLCX - WP Trust - WP Large Cap Income Plus Fund Class A Shares 5
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 5
Lountzis Asset Management, Llc 5
Global Frontier Investments LLC 5
Missouri Valley Partners, Inc. 5
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 5
Advanced Investment Partners, LLC 5
Telemus Investment Management, LLC 5
Cazenove Capital Management Ltd 5
VSL - ETF Series Solutions - Volshares Large Cap ETF 5
LDRS - Innovator ETFs Trust - Innovator IBD(R) ETF Leaders ETF 5
PFTSX - Northern Lights Fund Trust - PFG Tactical Income Strategy Fund Class R Shares 5
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 5
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund 5
IBTB - iSHARES TRUST - iShares iBonds Dec 2022 Term Treasury ETF 5
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 5
Fullen Financial Group 5
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 5
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 5
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 5
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 5
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 5
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 5
Te Ahumairangi Investment Management Ltd 5
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 5
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class 5
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 5
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 5
IGIEX - Ashmore Funds - Ashmore Emerging Markets Investment Grade Income Fund Institutional Class 5
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 5
VFPIX - FundVantage Trust - Private Capital Management Value Fund Class I 5
Solitude Financial Services 5
Levy Wealth Management Group, LLC 5
Pacific Asset Management LLC 5
Midwest Wealth Management Inc. 5
Orin Green Financial, LLC 5
Sandbox Financial Partners, LLC 5
Connacht Asset Management LP 5
Verdad Advisers, LP 5
Asset Planning Corporation 5
Wealth Dimensions Group, Ltd. 5
Outfitter Financial LLC 5
VELA Funds - VELA Small Cap Fund Class I 5
RTAI - Collaborative Investment Series Trust - RAREVIEW TAX ADVANTAGED INCOME ETF 5
VTRN - Victory Portfolios II - VictoryShares Top Veteran Employers ETF 5
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF 5
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 5
RWQ Financial Management Services, Inc. 5
AVMUX - AMERICAN CENTURY ETF TRUST - Avantis Core Municipal Fixed Income Fund Institutional Class 5
FXED - Tidal ETF Trust - Sound Enhanced Fixed Income ETF 5
Campion Asset Management LLC 5
New Age Alpha Trust - AVDR US LargeCap ESG ETF 5
O'Neil Global Advisors, Inc. 5
Clark Financial Services Group Inc /bd 5
Kennicott Capital Management Llc 5
Regency Capital Management Inc.\DE 5
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 5
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 5
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF 5
Cardinal Point Wealth Management LLC 5
Newport Capital Group, LLC 5
Putnam ETF Trust - Putnam Sustainable Leaders ETF - 5
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 5
INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I 5
Cowen Prime Advisors LLC 5
Boit C F David 5
WEDRX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Debt Fund Class R6 5
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 5
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 5
Rpo Llc 5
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 5
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 5
Strong Tower Advisory Services 5
Absolute Investment Advisers Llc 5
Morgan Jess S & Co Inc 5
Whelan Financial 5
MMPEX - MAINSTAY FUNDS TRUST - MainStay ESG Multi-Asset Allocation Fund SIMPLE Class 5
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 5
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 5
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 5
EVNT - AltShares Trust - AltShares Event-Driven ETF 5
Bromfield Sneider Wealth Advisors 5
Melone Private Wealth, LLC 5
Vahanian & Associates Financial Planning Inc. 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF 5
HOM - NORTHERN LIGHTS FUND TRUST II - LifeGoal Home Down Payment Investment ETF 5
Yarbrough Capital, LLC 5
Anson Capital, Inc. 5
Barden Capital Management, Inc. 5
Kearns & Associates LLC 5
Cross Staff Investments Inc 5
Sovereign Investment Advisors, LLC 5
New Perspectives, Inc 5
Covea Finance 5
Aquila Investment Management LLC 5
Difesa Capital Management, Lp 5
Intrinsic Value Partners, LLC 5
Kellett Schaffner Wealth Advisors LLC 5
China Universal Asset Management Co., Ltd. 5
Sona Asset Management (us) Llc 5
Afg Fiduciary Services Limited Partnership 5
Patient Capital Management, LLC 5
William Allan, Llc 5
Alterity Financial Group, LLC 5
G2 Capital Management, Llc / Oh 5
Dravo Bay Llc 5
Wealthspan Partners, Llc 5
Magnolia Wealth Management, LLC 5
Treasure Coast Financial Planning 5
Future Fund LLC 5
EFG Asset Management (North America) Corp. 5
Topel & Distasi Wealth Management, LLC 5
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 5
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares 5
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF 5
CVAR - ETF Opportunities Trust - Cultivar ETF 5
Client First Capital LLC 5
Triad Financial Advisors, Inc. 5
Alley Investment Management Company, LLC 5
Kingsbury Capital Investment Advisors LLC 5
Buttonwood Financial Group, LLC 5
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 5
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 5
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 5
January Capital Advisors LLC 5
Grand Wealth Management, Llc 5
UDI - USCF ETF Trust - USCF Dividend Income Fund 5
APDOX - ARTISAN PARTNERS FUNDS INC - Artisan Emerging Markets Debt Opportunities Fund Advisor Shares 5
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 5
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 5
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 5
Drw Securities, L.l.c. 5
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 5
JSMFX - JANUS INVESTMENT FUND - Janus Henderson Sustainable Multi-Asset Allocation Fund Class D 5
DIVD - EA Series Trust - Altrius Global Dividend ETF 5
Arizona PSPRS Trust 5
EMWIX - Investment Managers Series Trust II - The Diplomat Fund 5
Schear Investment Advisers, LLC 5
RCS Financial Planning, LLC 5
AJ Advisors, LLC 5
Beacon Bridge Wealth Partners, LLC 5
First Citizens Asset Management, Inc. 5
Arista Wealth Management, LLC 5
Sonoma Private Wealth LLC 5
Kapstone Financial Advisors LLC 5
Massachusetts Wealth Management 5
Boulder Wealth Advisors, LLC 5
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 5
Flagstone Financial Management 5
ADPV - Series Portfolios Trust - Adaptiv Select ETF 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 5
STXG - EA Series Trust - Strive 1000 Growth ETF 5
LALT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Strategy Alternative ETF 5
Strata Wealth Advisors, LLC 5
Resolute Wealth Strategies, LLC 5
Ffg Retirement Advisors Llc 5
Abacus Wealth Partners, LLC 5
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 5
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 5
Invictus Private Wealth, Llc 5
Solano Wealth Management, Inc. 5
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 5
Strategies Wealth Advisors, LLC 5
Auour Investments LLC 5
SJIM - Northern Lights Fund Trust IV - Inverse Cramer Tracker ETF 5
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 5
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 5
Efg Capital International Corp. 5
Myecfo, Llc 5
Certus Wealth Management, LLC 5
Hill Investment Group Partners, LLC 5
Genus Capital Management Inc. 5
Rappaport Reiches Capital Management, LLC 5
Silvia Mccoll Wealth Management, Llc 5
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 5
Morton Capital Management LLC/CA 5
PYPY - Tidal Trust II - YieldMax PYPL Option Income Strategy ETF 5
MRNY - Tidal Trust II - YieldMax MRNA Option Income Strategy ETF 5
XYZY - Tidal Trust II - YieldMax SQ Option Income Strategy ETF 5
DISO - Tidal Trust II - YieldMax DIS Option Income Strategy ETF 5
Dixon Mitchell Investment Counsel Inc. 5
NUPIX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman U.S. Equity Index PutWrite Strategy Fund Institutional Class 5
GMOIX - GMO TRUST - GMO International Equity Fund Class III 5
Cullen Investment Group, Ltd. 5
Significant Wealth Partners LLC 5
Power Wealth Management Llc 5
Integrity Wealth Solutions LLC 5
Farrow Financial Inc. 5
Second Line Capital, LLC 5
Ndwm Llc 5
Pingora Partners LLC 5
MN Wealth Advisors, LLC 5
Rollins Financial Advisors, LLC 5
ROI Financial Advisors, LLC 5
SIH Partners, LLLP 5
Lummis Asset Management, LP 5
Lantern Wealth Advisors, LLC 5
Heritage Wealth Management, Inc. /CA/ 5
Kuhn & Co Investment Counsel 5
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I 5
Processus Wealth & Capital Management, LLC 5
COMMERCE FUNDS - The MidCap Value Fund Shares 5
Ariston Services Group 5
AIYY - Tidal Trust II - YieldMax AI Option Income Strategy ETF 5
Client First Investment Management LLC 5
JBR Co Financial Management Inc 5
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 5
Ridgepath Capital Management LLC 5
Glass Wealth Management Co LLC 5
Councilmark Asset Management, LLC 5
Coordinated Financial Services, Inc./CO 5
Mason Capital Fund Trust - Fundamentals First ETF 5
RW Investment Management LLC 5
Raelipskie Partnership 5
STONE RIDGE TRUST - LIFEX Income Fund 1958F 5
STONE RIDGE TRUST - LIFEX Income Fund 1959F 5
STONE RIDGE TRUST - LIFEX Income Fund 1957F 5
STONE RIDGE TRUST - LIFEX Income Fund 1955F 5
STONE RIDGE TRUST - LIFEX Income Fund 1951F 5
STONE RIDGE TRUST - LIFEX Income Fund 1954F 5
STONE RIDGE TRUST - LIFEX Income Fund 1949F 5
STONE RIDGE TRUST - LIFEX Income Fund 1953F 5
STONE RIDGE TRUST - LIFEX Income Fund 1950F 5
STONE RIDGE TRUST - LIFEX Income Fund 1956F 5
STONE RIDGE TRUST - LIFEX Income Fund 1948F 5
STONE RIDGE TRUST - LIFEX Income Fund 1952F 5
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF 5
YBIT - Tidal Trust II - YieldMaxTM Bitcoin Option Income Strategy ETF 5
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 5
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 5
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 5
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 5
Bdf-gestion 5
Sage Capital Management, LLC 5
USOY - Tidal Trust II - Defiance Oil Enhanced Options Income ETF 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 5
Hardin Capital Partners, LLC 5
Fairfield Financial Advisors, LTD 5
GG Group Ventures, LLC 5
CGHM - Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF Share class 5
BWDIX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class I Shares 5
FIAT - Tidal Trust II - YieldMaxTM Short COIN Option Income Strategy ETF 5
CRSH - Tidal Trust II - YieldMaxTM Short TSLA Option Income Strategy ETF 5
SNOY - Tidal Trust II - YieldMax SNOW Option Income Strategy ETF 5
GDXY - Tidal Trust II - YieldMax Gold Miners Option Income Strategy ETF 5
MSTY - Tidal Trust II - YieldMaxTM MSTR Option Income Strategy ETF 5
Tidal Trust II - YieldMax ABNB Option Income Strategy ETF 5
CHB Investment Group, LLC 5
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 5
Canandaigua National Trust Co of Florida 5
Integrated Capital Management, LLC 5
High Probability Advisors, LLC 5
Washington Growth Strategies Llc 5
Safe Harbor Fiduciary, LLC 5
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB 5
STONE RIDGE TRUST - Stone Ridge 2057 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2058 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2055 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2050 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2048 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2048 Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2060 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2056 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2054 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2052 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2049 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2053 Inflation-Protected Longevity Income ETF 5
MMKT - Texas Capital Funds Trust - Texas Capital Government Money Market ETF 5
Tidal Trust II - YieldMax(TM) SMCI Option Income Strategy ETF 5
YQQQ - Tidal Trust II - YieldMaxTM Short N100 Option Income Strategy ETF 5
Tidal Trust II - YieldMax(TM) TSM Option Income Strategy ETF 5
Tidal Trust II - YieldMax(TM) PLTR Option Income Strategy ETF 5
Tidal Trust II - YieldMax(TM) BABA Option Income Strategy ETF 5
Founders Grove Wealth Partners, Llc 5
LifePlan Investment Advisors, Inc. 5
FSGVX - Federated Hermes Short-Term Government Trust - Federated Hermes Short-Term Government Fund Institutional Shares 5
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF 5
Archer Investment Management, LLC 5
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 5
McHugh Group, LLC 5
Fairvoy Private Wealth, LLC 5
BXM Wealth LLC 5
Capital & Planning, Llc 5
DMKC Advisory Services, LLC 5
Christian Investment Advisors, Inc. 5
ADG Wealth Management Group, LLC 5
Kelly Financial Group Llc 5
Chung Wu Investment Group, LLC 5
Haven Private, LLC 5
Generali Investments CEE, investicni spolecnost, a.s. 5
Argentarii, LLC 5
Coordinated Financial Services, Inc. 5
Clare Market Investments LLC 5
Kennondale Capital Management LLC 5
Saiph Capital, LLC 5
Financially Speaking Inc 5
Bay Capital Advisors, LLC 5
BIT Capital GmbH 5
denkapparat Operations GmbH 5
NBZ Investment Advisors LLC 5
Bryce Point Capital, LLC 5
Martin Worley Group 5
Defined Financial Planning LLC 5
Lifelong Wealth Advisors, Inc. 5
Bearing Point Capital, Llc 5
Keyvantage Wealth, Llc 5
Collar Capital Management, LLC 5
Cornerstone Select Advisors, LLC 5
4wealth Advisors, Inc. 5
1248 Management, LLC 5
ArborFi Advisors, LLC 5
Pinney & Scofield, Inc. 5
Sunbeam Capital Management, LLC 5
RedJay Asset Management Inc. 5
Putney Financial Group LLC 5
Wilkins Miller Wealth Management, LLC 5
FT Vest Total Return Income Fund: Series A3 5
FT Vest Hedged Equity Income Fund: Series A3 5
FT Vest Rising Dividend Achievers Total Return Fund 5
Total Wealth Planning & Management, Inc. 5
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 5
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 5
PKO Investment Management Joint-Stock Co 5
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 5
LDRH - iSHARES TRUST - iShares iBonds 1-5 Year High Yield and Income Ladder ETF 5
LDRT - iSHARES TRUST - iShares iBonds 1-5 Year Treasury Ladder ETF 5
LDRI - iSHARES TRUST - iShares iBonds 1-5 Year TIPS Ladder ETF 5
EUSM - Strategy Shares - Eventide US Market ETF 5
Wellington Global Multi-Strategy Fund 5
North Berkeley Wealth Management, LLC 5
AGH Wealth Advisors, LLC 5
Ledgewood Wealth Advisors, LLC 5
Cooper Capital Advisors LLC 5
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 5
TPLS - Thornburg ETF Trust - Thornburg Core Plus Bond ETF 5
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF 5
OneAscent Investment Solutions LLC 5
TOWER TRUST & INVESTMENT Co 5
Reliant Investment Partners, LLC 5
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class 5
FT Vest Total Return Income Fund: Series A4 5
FT Vest Hedged Equity Income Fund: Series A4 5
Fortitude Financial, LLC 5
SNTH - Tidal Trust III - MRP SynthEquity ETF 5
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y 5
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 5
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 5
Charter Capital Management, LLC\DE 5
Valpey Financial Services, LLC 5
Wealth Advisory Team LLC 5
North Dallas Bank & Trust Co 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Inflation Managed Fund Class I 5
FT Vest Hedged Equity Income Fund: Series B1 5
FT Vest Total Return Income Fund: Series B1 5
Horizon Funds - Centre American Select Equity Fund Investor Class 5
FEDERATED CORE TRUST - Emerging Markets Core Fund 4
Eaton Vance Risk-managed Diversified Equity Income Fund 4
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 4
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 4
Fidelity Central Investment Portfolios II LLC - Fidelity Mortgage Backed Securities Central Fund 4
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 4
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 4
Sound Stewardship, LLC 4
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 4
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 4
Red Lighthouse Investment Management, Llc 4
Privium Fund Management B.V. 4
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 4
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 4
FTOIX - Franklin Tax Free Trust - Franklin Ohio Tax-free Income Fund Class A1 4
FMISX - Franklin Tax Free Trust - Franklin Massachusetts Tax-free Income Fund Class A1 4
Sentry LLC 4
FXNCX - Franklin Tax Free Trust - Franklin North Carolina Tax-free Income Fund Class A1 4
Monaco Asset Management SAM 4
Hyperion Capital Advisors LP 4
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II 4
FRTIX - FRANKLIN MUNICIPAL SECURITIES TRUST - FRANKLIN TENNESSEE MUNICIPAL BOND FUND Class A1 4
Berry Group, Llc 4
RELAX - FundX Investment Trust - FundX Conservative Upgrader Fund 4
VCAR - Simplify Exchange Traded Funds - Simplify Volt RoboCar Disruption and Tech ETF 4
Enhancing Capital LLC 4
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 4
Millburn Ridgefield Corp 4
Maiden Cove Capital, LLC 4
Aberdeen Wealth Management LLC 4
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 4
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 4
Renaissance Investment Group LLC 4
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 4
Birch Capital Management, LLC 4
Cacti Asset Management Llc 4
Axonic Funds - Axonic Strategic Income Fund Class I Shares 4
Eaton Vance Enhanced Equity Income Fund 4
Amara Financial, Llc. 4
F&V Capital Management, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 4
IDUB - ETF Series Solutions - International Drawdown Managed Equity ETF 4
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 4
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 4
Thompson Rubinstein Investment Management Inc /or/ 4
Taylor Hoffman Capital Management LLC 4
REBAX - Columbia Funds Series Trust II - Columbia Emerging Markets Bond Fund Class A 4
Cannon Advisors, Inc. 4
Cannon Wealth Management Services, LLC 4
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 4
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A 4
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 4
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 4
Hartwell J M Limited Partnership 4
Blackrock Municipal Income Quality Trust 4
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 4
ROE - EA Series Trust - Astoria US Quality Kings ETF 4
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A 4
Financial & Tax Architects, LLC 4
Rareview Capital LLC 4
Lloyd Park, LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 4
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 4
Morgan Stanley Emerging Markets Debt Fund Inc 4
Dalton Investments LLC 4
Mindset Wealth Management, Llc 4
Independent Family Office, LLC 4
Brian Low Financial Group, Llc 4
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 4
HCASX - HC CAPITAL TRUST - The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio HC Strategic Shares 4
GOLY - Strategy Shares - Strategy Shares Gold-Hedged Bond ETF 4
Soros Capital Management Llc 4
Hedges Asset Management LLC 4
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 4
IBTL - iSHARES TRUST - iShares iBonds Dec 2031 Term Treasury ETF 4
Wilkinson Global Asset Management LLC 4
BTCFX - PROFUNDS - Bitcoin Strategy ProFund Investor Class 4
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 4
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio 4
New Age Alpha Trust - AVDR US LargeCap Leading ETF 4
Usca All Terrain Fund 4
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 4
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 4
Packer & Co Ltd 4
FHSRX - Federated Adviser Series - Federated Hermes Global Small Cap Fund Class C Shares 4
SGL Investment Advisors, Inc. 4
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II 4
Hamlin Capital Management, LLC 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 4
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 4
Marathon Asset Management Llp 4
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 4
Arthur M. Cohen & Associates, Llc 4
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 4
BCPAX - Datum One Series Trust - BRANDES CORE PLUS FIXED INCOME FUND Class A 4
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 4
Boyd Wealth Management, LLC 4
Blackrock Muniholdings New York Quality Fund, Inc. 4
FDD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust STOXX European Select Dividend Index Fund 4
Foothills Asset Management, Ltd. 4
DORCHESTER WEALTH MANAGEMENT Co 4
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 4
Ellsworth Growth & Income Fund Ltd 4
EKVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Pennsylvania Tax-Free Fund Class A 4
EXNTX - MANNING & NAPIER FUND, INC. - New York Tax Exempt Series Class A 4
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 4
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 4
TL Private Wealth 4
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 4
Compass Financial Group, INC/SD 4
VCSOX - VALIC Co I - International Socially Responsible Fund 4
Balanced Wealth Group Llc 4
Stevard, LLC 4
Wiser Wealth Management, Inc 4
Regimen Wealth, Llc 4
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 4
Hixon Zuercher, LLC 4
SEMDX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Emerging Markets Debt Fund Class I 4
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 4
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 4
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 4
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 4
Blackhill Capital Inc 4
Von Berge Wealth Management Group, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 4
Blackrock Income Trust, Inc. 4
SMIFX - VALUED ADVISERS TRUST - Sound Mind Investing Fund 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
PZINX - ADVISORS SERIES TRUST - Pzena International Value Fund Institutional 4
VIDI - ETF Series Solutions - Vident International Equity Fund 4
Tilson Financial Group, Inc. 4
Absher Wealth Management, Llc 4
Socorro Asset Management LP 4
JTRAX - John Hancock Funds II - Disciplined Alternative Yield Fund Class NAV 4
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 4
FIRI - Tidal Trust III - FIRE Funds(TM) Income Target ETF 4
Blue Investment Partners LLC 4
Greenhaven Associates Inc 4
Evelyn Partners Investment Management (Europe) Ltd 4
Aspireon Wealth Advisors 4
Messner & Smith Theme Value Investment Management Ltd /ca/ 4
Psg Capital Management Trust 4
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares 4
STONE RIDGE TRUST - Stone Ridge 2059 Inflation-Protected Longevity Income ETF 4
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 4
Eminence Capital, Lp 4
Hutchinson Financial Advisors, INC 4
STONE RIDGE TRUST - Stone Ridge 2051 Inflation-Protected Longevity Income ETF 4
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 4
Investment Partners Asset Management, Inc. 4
BRCAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Balanced-Risk Commodity Strategy Fund Class A 4
STONE RIDGE TRUST - Stone Ridge 2061 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2056 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2055 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2050 Longevity Income ETF 4
JMAEX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Securitized Debt Portfolio 4
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF 4
Great Waters Wealth Management 4
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund 4
Cherokee Insurance Co 4
Blackrock Enhanced International Dividend Trust 4
GQETX - GMO TRUST - GMO Quality Fund Class III 4
STONE RIDGE TRUST - Stone Ridge 2057 Longevity Income ETF 4
Blackrock Enhanced Global Dividend Trust 4
STONE RIDGE TRUST - Stone Ridge 2052 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2049 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2060 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2054 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2053 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2059 Longevity Income ETF 4
Capital Planning LLC 4
STONE RIDGE TRUST - Stone Ridge 2051 Longevity Income ETF 4
LifeGuide Financial Advisors, LLC 4
STONE RIDGE TRUST - Stone Ridge 2061 Inflation-Protected Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2058 Longevity Income ETF 4
Cash Reserve Fund Inc 4
MB Generational Wealth, LLC 4
Chronos Wealth Management, LLC 4
Wisconsin Wealth Advisors, LLC 4
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 4
Altus Wealth Management, LLC 4
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 4
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 4
DALT - Two Roads Shared Trust - Anfield Capital Diversified Alternatives ETF 4
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 4
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 4
Jasper Ridge Partners, L.P. 4
Virtus Total Return Fund 4
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 4
Ml & R Wealth Management Llc 4
Forefront Wealth Partners, LLC 4
GWMEX - AMG FUNDS - AMG GW&K Municipal Enhanced Yield Fund Class I 4
Helios Capital Management Pte. Ltd 4
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 4
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 4
Pavion Blue Capital, LLC 4
ELCV - Strategy Shares - Eventide High Dividend ETF 4
Putnam Fund For Growth & Income 4
Quad Capital Management Advisors LLC 4
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 4
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 4
Cherrydale Wealth Management, Llc 4
Meredith Wealth Planning 4
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 4
TNKIX - 1290 Funds - 1290 Retirement 2030 Fund Class I 4
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 4
Dreyfus Manager Funds I 4
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 4
DFA INVESTMENT TRUST CO - The DFA Short Term Investment Fund 4
GOVI - Invesco Exchange-Traded Fund Trust II - Invesco 1-30 Laddered Treasury ETF 4
Nicollet Investment Management, Inc. 4
Rfg Holdings, Inc. 4
Ridgeline Wealth, LLC 4
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 4
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 4
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class 4
Lonestar Capital Management LLC 4
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 4
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 4
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 4
Connolly Sarah T. 4
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 4
Howard Capital Management Group, LLC 4
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 4
DSG Capital Advisors, LLC 4
Chancellor Financial Group WB LP 4
Smh Capital Advisors Inc 4
Silver Oak Wealth Advisors Services, Llc 4
Freedom Day Solutions, LLC 4
Sand Grove Capital Management LLP 4
Tallon Kerry Patrick 4
Trafelet Brokaw Capital Management, L.p. 4
Mountain Lake Investment Management LLC 4
Anchor Pointe Wealth Management, LLC 4
Metropolitan Capital Advisors Inc 4
Ironwood Wealth Management, LLC. 4
HXIIX - ADVISORS' INNER CIRCLE FUND - Harvest Asian Bond Fund Institutional Shares 4
Buckingham Capital Management Inc 4
Elite Financial, Inc. 4
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 4
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 4
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 4
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 4
MARO - Tidal Trust II - YieldMax(TM) MARA Option Income Strategy ETF 4
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 4
MFA Wealth Services 4
Nokomis Capital, L.L.C. 4
Coronation Fund Managers Ltd. 4
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 4
Coco Enterprises, LLC 4
New Age Alpha Funds Trust - NAA Allocation Fund Class C 4
Voya International High Dividend Equity Income Fund 4
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 4
Baugh & Associates, LLC 4
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 4
Lighthouse Wealth Management Inc. 4
Gramercy Funds Management LLC 4
BankPlus Wealth Management LLC 4
Plan Investment Fund Inc 4
Reik & Co., Llc 4
Verus Wealth Management, Llc 4
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 4
Magee Thomson Investment Partners Llc 4
Davidson Capital Management Inc. 4
Train Babcock Advisors Llc 4
Colony Family Offices, LLC 4
Meritage Group LP 4
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 4
NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF 4
DORVAL Corp 4
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF 4
C WorldWide Group Holding A/S 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Bond Fund Class 1 4
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 4
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 4
Brucke Financial, Inc. 4
Catalyst Wealth Management, LLC 4
Burgundy Asset Management Ltd. 4
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 4
Edgewood Management Llc 4
Baillie Gifford & Co 4
Lakeshore Capital Group, Inc. 4
Sylvest Advisors, LLC 4
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES 4
UFIV - RBB FUND, INC. - US Treasury 5 Year Note ETF 4
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 4
MYCM - SSGA Active Trust - SPDR SSGA My2033 Corporate Bond ETF 4
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 4
Worm Capital, Llc 4
Sequoia Wealth Management, Llc 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3 4
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 4
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 4
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 4
King Street Capital Management, L.p. 4
BUFY - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Vest Laddered International Moderate Buffer ETF 4
Financial Consulate, Inc 4
Sterling Investment Management, Inc. 4
Stordahl Capital Management, Inc. 4
Brown Shipley& Co Ltd 4
Pegasus Asset Management, Inc. 4
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 4
Westwood Management Corp /il/ 4
Trustco Bank Corp N Y 4
Old Republic International Corp 4
Challenger Wealth Management 4
Sagard Holdings Management Inc. 4
Stilwell Joseph 4
Fieldpoint Private Advisors, Inc 4
Objectivity Squared, LLC 4
Longer Investments Inc. 4
Bright Rock Capital Management, Llc 4
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 4
Elm3 Financial Group, LLC 4
Nan Shan Life Insurance Co., Ltd. 4
Madison Strategic Sector Premium Fund 4
Acorn Creek Capital Llc 4
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 4
Tandem Financial, LLC 4
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 4
Tripletail Wealth Management, LLC 4
Gf Fund Management Co. Ltd. 4
Franklin Universal Trust 4
Shelter Ins Retirement Plan 4
FORM Wealth Advisors, LLC 4
Centerline Wealth Advisors, LLC 4
Cambridge Financial Group, Inc. 4
South Street Advisors LLC 4
BIGTX - Monteagle Funds - The Texas Fund Class I 4
Focused Investors LLC 4
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 4
City National Bank Of Florida /msd 4
TNOIX - 1290 Funds - 1290 Retirement 2045 Fund Class I 4
Appaloosa Management Lp 4
Lakeshore Financial Planning, Inc. 4
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 4
FSR Wealth Management Ltd. 4
WBIE - Absolute Shares Trust - WBI BullBear Rising Income 3000 ETF 4
BostonPremier Wealth LLC 4
Panoramic Capital Partners, LLC 4
ADAR Investment Management LP 4
Navigoe, LLC 4
Granahan Investment Management Inc/ma 4
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 4
Louisbourg Investments Inc. 4
MBDBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Debt Portfolio Class II 4
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares 4
Fortress Financial Solutions, LLC 4
PPM Funds - PPM Mid Cap Value Fund (Inst) 4
Unio Capital LLC 4
MSF Capital, LLC 4
Summit Capital Management Llc 4
Mazama Capital Management Inc 4
Grand Jean Capital Management Inc 4
MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A 4
DALI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright DALI 1 ETF 4
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 4
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 4
Cinque Partners Llc 4
Mfg Wealth Management, Inc. 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2 4
SCP Investment, LP 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2 4
Avenue 1 Advisors, LLC 4
Locust Wood Capital Advisers, LLC 4
CFC Planning Co LLC 4
Weybosset Research & Management Llc 4
Bolthouse Investments, LLC 4
BRGIX - BRIDGES INVESTMENT FUND INC - Bridges Investment Fund, Inc. 4
PUREfi Wealth, LLC 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2 4
PMV Capital Advisers, LLC 4
Harbert Fund Advisors, Inc. 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Diversified Absolute Return Fund Class 1 4
Clifford Capital Partners Llc 4
P Schoenfeld Asset Management Lp 4
Tourbillon Capital Partners, L.P. 4
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 4
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares 4
Aristotle Atlantic Partners, Llc 4
Sigma Investment Management Co 4
Orchard Capital Managment, LLC 4
Clear Rock Advisors, LLC 4
Sprinkle Financial Consultants LLC 4
Gray Financial Group /ga /adv /adv 4
Castlekeep Investment Advisors Llc 4
Mcdonald Capital Investors Inc/ca 4
MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3 4
Joel Adams & Associates, Inc. 4
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II 4
CogentBlue Wealth Advisors, LLC 4
Trust & Fiduciary Management Services Inc 4
Darden Wealth Group Inc 4
Investment Management Associates Inc /adv 4
Fairway Financial, LLC 4
Sage Financial Management Group, Inc. 4
Wilkins Investment Counsel Inc 4
SMTFX - SIT MUTUAL FUNDS II INC - Sit Minnesota Tax-Free Income Fund 4
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 4
Global Thematic Partners, LLC 4
Blue Capital, Inc. 4
Coho Partners, Ltd. 4
Hardman Johnston Global Advisors LLC 4
Blackrock Muniyield New York Quality Fund, Inc. 4
Cigogne Management Sa 4
Lesa Sroufe & Co 4
Wealth Management Nebraska 4
Westchester Capital Management, Inc. 4
Tmd & Associates, Inc 4
Cortland Associates Inc/mo 4
Dg Capital Management Inc 4
Post Resch Tallon Group Inc. 4
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 4
HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF 4
PARUS FINANCE (UK) Ltd 4
Weinberger Asset Management, Inc 4
Portland Financial Advisors Inc 4
S.a.c. Global Investors, Llp 4
Triglav Skladi, D.o.o. 4
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 4
Red Crane Wealth Management, Llc 4
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 4
Eley Financial Management, Inc 4
Impact Investors, Inc 4
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 4
Leverage Partners Absolute Return Fund SPC 4
TGVAX - THORNBURG INVESTMENT TRUST - Thornburg International Value Fund - Class A 4
Linker Capital Management Inc. 4
Emerge ETF Trust - Emerge EMPWR Sustainable Dividend Equity ETF 4
Stonehaven Wealth & Tax Solutions, Llc 4
White Pine Investment CO 4
Charles Carroll Financial Partners, LLC 4
Perimeter Capital Partners, LLC 4
EMAG - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets Aggregate Bond ETF 4
Generali Investments Towarzystwo Funduszy Inwestycyjnych 4
Aware Super Pty Ltd as trustee of Aware Super 4
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 4
TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund 4
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 4
Hikari Power Ltd 4
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 4
Rench Wealth Management, Inc. 4
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 4
Purkiss Capital Advisors LLC 4
Swift Run Capital Management, LLC 4
Fenimore Asset Management Trust 4
Probabilities Fund Management, LLC 4
Soapstone Management L.p. 4
Winslow Asset Management Inc 4
Unison Asset Management LLC 4
Wolfstich Capital, LLC 4
Greenlight Capital Inc 4
Hofer & Associates. Inc 4
Tortoise Capital Advisors, L.l.c. 4
Rainier Investment Management Mutual Funds 4
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 4
Petros Family Wealth, LLC 4
Clark Estates Inc/ny 4
Northwestern Mutual Life Insurance Co 4
Opulen Financial Group LLC 4
Grace & White Inc /ny 4
Pelham Capital Ltd. 4
Aberdeen Chile Fund, Inc. 4
Minneapolis Portfolio Management Group, LLC 4
Fiduciary Asset Management Llc 4
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 4
Private Capital Advisors, Inc. 4
Guardian Financial Partners, LLC 4
Crossvault Capital Management LLC 4
Havens Advisors Llc 4
Pinnacle West Asset Management, Inc. 4
XFLX - FundX Investment Trust - FundX Flexible ETF 4
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 4
Tamar Securities, LLC 4
Meriwether Wealth & Planning, LLC 4
Ncm Capital Management Group Inc 4
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 4
Gallagher Capital Advisors, LLC 4
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4
Dopkins Wealth Management, Llc 4
Wealth High Governance Capital Ltda 4
PANTHERA INVESTMENT GmbH 4
Wright Private Asset Management 4
Uniting Wealth Partners, LLC 4
Astra Wealth Partners LLC 4
Croban 4
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 4
Arrow Investment Advisors, LLC 4
Cincinnati Financial Corp 4
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 4
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 4
Climber Capital SA 4
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 4
Balance Wealth, LLC 4
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class 4
CM Management, LLC 4
Prudent Man Investment Management, Inc. 4
Smead Capital Management, Inc. 4
Savoie Capital LLC 4
Wooster Corthell Wealth Management, Inc. 4
Bristol John W & Co Inc /ny/ 4
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares 4
Full Value Advisors LLC 4
TUSI - Touchstone ETF Trust - Touchstone Ultra Short Income ETF 4
Morris Capital Advisors, LLC 4
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 4
Marex Group plc 4
Potentia Wealth 4
Bodri Capital Management, LLC 4
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 4
Glenview Capital Management, Llc 4
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 4
Mountain Hill Investment Partners Corp. 4
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 4
KilterHowling LLC 4
Lakeshore Capital, LLC 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 4
United States Steel & Carnegie Pension Fund 4
HUSIX - ADVISORS SERIES TRUST - Huber Capital Small Cap Value Fund Investor Class 4
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF 4
Armstrong Shaw Associates Inc/ct 4
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 4
HCPBX - HC CAPITAL TRUST - The Inflation Protected Securities Portfolio HC Strategic Shares 4
Generali Investments, Management Co LLC 4
Genoa Capital Gestora de Recursos Ltda. 4
Independence Capital Asset Partners, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 4
Stapp Wealth Management, Pllc 4
Pratt Collard Advisory Partners LLC 4
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 4
Pelham Global Financials Ltd 4
Wealthgate Family Office, LLC 4
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 4
Rheos Capital Works Inc. 4
Roof Advisory Group, Inc. 4
NorthLanding Financial Partners, LLC 4
VICTORY VARIABLE INSURANCE FUNDS - Victory RS International VIP Series Class I 4
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 4
Bredin Investment Llc 4
Hartford Funds Management Co LLC 4
Andromeda Capital LLC 4
AFADX - World Funds Trust - Applied Finance Dividend Fund Investor Class 4
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 4
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A 4
Bouvel Investment Partners, LLC 4
Schwab Charitable Fund 4
North Ridge Wealth Advisors, Inc. 4
Blackrock Muniholdings Quality Fund Ii, Inc. 4
Brickley Wealth Management 4
Friess Associates Llc 4
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 4
Boothe Investment Group, Inc. 4
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 4
BUFQ - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs 4
Grosvenor Holdings, L.l.c. 4
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 4
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 4
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 4
Patriot Financial Partners Iii, L.p. 4
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund 4
TAM Capital Management Inc. 4
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I 4
Silver Coast Investments LLC 4
Vickerman & Driscoll Financial Advisors Inc 4
Grandeur Peak Global Advisors, LLC 4
Southport Management, L.l.c. 4
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 4
Inspire Trust Co, N.a. 4
Covalent Partners LLC 4
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 4
AIA Investment Management Private Ltd 4
Theleme Partners LLP 4
Heron Bay Capital Management 4
OHIO NATIONAL FUND INC - ON Foreign Portfolio 4
IBTM - iSHARES TRUST - iShares iBonds Dec 2032 Term Treasury ETF 4
Titan Capital Management, LLC /CA 4
Gantzert Investment Co Llc /adv 4
CENTAUR MUTUAL FUNDS TRUST - Copley Fund 4
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 4
TASCX - THIRD AVENUE TRUST - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class 4
Clayton Financial Group LLC 4
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 4
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 4
STONE RIDGE TRUST - LifeX 2035 Term Income ETF 4
Tyrus Capital S.A.M. 4
Smithwood Advisers, L.P. 4
HCBSX - Hc Capital Trust - The Intermediate Term Municipal Bond Ii Portfolio Hc Strategic Shares 4
One68 Global Capital, LLC 4
Trellis Advisors, LLC 4
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I 4
Pactiv General Employee Benefit Trust 4
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 4
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 4
Waypoint Wealth Partners Inc. 4
Rex Capital Advisors, LLC 4
SNTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay N Portfolio Class 1 4
SCTTX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay C Portfolio Class 2 4
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 4
SDDMX - BERNSTEIN SANFORD C FUND INC - Short Duration Diversified Municipal Portfolio 4
Perbak Capital Partners LLP 4
Unisphere Establishment 4
Billings Capital Management, Llc 4
IOO - iSHARES TRUST - iShares Global 100 ETF 4
Blue Rock Advisors, LLC 4
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 4
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 4
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 4
Pacific Wealth Management 4
Pacific Wealth Strategies Group, Inc. 4
Trevor Stewart Burton & Jacobsen Inc 4
CGSM - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF Share Class 4
TNWIX - 1290 Funds - 1290 Retirement 2050 Fund Class I 4
Palmer Knight Co 4
Total Wealth Planning, Llc 4
Blackrock Taxable Municipal Bond Trust 4
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 4
RK Capital Management, LLC/FL 4
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class 4
WJ Interests, LLC 4
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares 4
Integrated Capital Management, Inc. 4
Compass Financial Group, Inc. 4
HOMPX - Series Portfolios Trust - HW Opportunities MP Fund 4
Oppenheimer International Equity Fund 4
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 4
White Lighthouse Investment Management Inc. 4
Summit Partners Public Asset Management, Llc 4
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 4
Allium Financial Advisors, Llc 4
JFG Wealth Management, LLC 4
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF 4
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 4
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 4
Marks Wealth, LLC 4
Blackrock Municipal 2030 Target Term Trust 4
TNNIX - 1290 Funds - 1290 Retirement 2040 Fund Class I 4
Antara Capital LP 4
Prudential Short Duration High Yield Fund, Inc. 4
Tech Square Trading Lp 4
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 4
Ally Invest Advisors Inc. 4
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 4
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 4
DeepCurrents Investment Group LLC 4
Alpha Quant Advisors, Llc 4
MEFOX - Ultimus Managers Trust - Meehan Focus Fund 4
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 4
Forum Private Client Group LLC 4
Austin Wealth Management, LLC 4
H2o Am Llp 4
Warwick Investment Management, Inc. 4
Bain Capital Public Equity Management Ii, Llc 4
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A 4
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 4
Hyperion Partners, LLC 4
PSTEX - Managed Portfolio Series - Principal Street Short Term Municipal Fund Investor Class 4
Long Focus Capital Management, Llc 4
GSARX - GOLDMAN SACHS TRUST - Goldman Sachs High Quality Floating Rate Fund Institutional 4
Myriad Asset Management US LP 4
Newport Trust Co 4
Partner Investment Management, L.P. 4
Tolleson Wealth Management, Inc. 4
Kensington Investment Counsel, LLC 4
Ceros Financial Services Inc. 4
Optifour Integrated Wealth Management, Llc 4
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 4
Wesleyan Assurance Society 4
Constitution Capital LLC 4
Advocate Group Llc 4
Marshfield Associates 4
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 4
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I 4
Sessa Capital IM, L.P. 4
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 4
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 4
O'Keefe Stevens Advisory, Inc. 4
Rollins Financial 4
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 4
Beaton Management Co. Inc. 4
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares 4
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 4
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 4
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 4
Athena Global Investors LLC 4
Atika Capital Management LLC 4
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 4
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 4
Gerber, Llc 4
IDV - iSHARES TRUST - iShares International Select Dividend ETF 4
Swp Financial Llc 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 4
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 4
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 4
MGOV - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Government Opportunities ETF 4
Yeomans Consulting Group, Inc. 4
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 4
Northern Lights Fund Trust - Power Dividend Mid-Cap Index Fund Class A 4
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 4
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 4
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C 4
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 4
TARKX - Clark Fork Trust - Tarkio Fund 4
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 4
ROCI - EA Series Trust - ROC ETF 4
BLCN - Reality Shares ETF Trust - REALITY SHARES NASDAQ NEXGEN ECONOMY ETF 4
Oneamerica Funds Inc 4
3G Capital Partners LP 4
SFLAX - SunAmerica Specialty Series - AIG Focused Alpha Large-Cap Fund Class A 4
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 4
SUNAMERICA SERIES TRUST - SA Putnam International Growth and Income Portfolio Class 1 4
Cooksen Wealth, LLC 4
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 4
ESG Planning 4
Opera Trading Capital 4
Lumina Fund Management LLC 4
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 4
David J Yvars Group 4
TNLIX - 1290 Funds - 1290 Retirement 2035 Fund Class I 4
Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF 4
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 4
TNJIX - 1290 Funds - 1290 Retirement 2025 Fund Class I 4
Luts & Greenleigh Group, Inc 4
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 4
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 4
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 4
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 4
Western Asset Global Partners Income Fund Inc. 4
Western Asset Managed High Income Fund Inc. 4
EICVX - FundVantage Trust - EIC Value Fund Class A 4
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 4
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 4
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 4
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 4
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 4
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 4
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 4
TNQIX - 1290 Funds - 1290 Retirement 2055 Fund Class I 4
Soviero Asset Management, LP 4
Promethos Capital, LLC 4
ADFI - Two Roads Shared Trust - Anfield Dynamic Fixed Income ETF 4
Granite Group Advisors, LLC 4
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 4
AGGH - Simplify Exchange Traded Funds - Simplify Aggregate Bond PLUS Credit Hedge ETF 4
Hitchwood Capital Management LP 4
Sei Liquid Asset Trust 4
Emprise Bank 4
Mainsail Asset Management, Llc 4
CCRV - iShares U.S. ETF Trust - iShares Commodity Curve Carry Strategy ETF 4
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF 4
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 4
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF 4
JRVIX - James Alpha Funds Trust - James Alpha Relative Value Fund Class I 4
Calvert Sage Fund 4
JAESX - James Alpha Funds Trust - James Alpha Event Driven Fund Class R6 4
Creegan & Nassoura Financial Group, LLC 4
Spartan Fund Management Inc. 4
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 4
Sanibel Captiva Investment Advisers, Inc. 4
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 4
Rudman Errol M 4
JRVAX - SARATOGA ADVANTAGE TRUST - James Alpha Relative Value Portfolio Class A Shares 4
SDIVX - Stock Dividend Fund, Inc. - Stock Dividend Fund, Inc. 4
TNIIX - 1290 Funds - 1290 Retirement 2020 Fund Class I 4
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 4
Tidal Trust II - Defiance Treasury Alternative Yield ETF 4
HGI Capital Management, LLC 4
Oppenheimer & Close, LLC 4
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 4
PSMC - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Conservative Multi-Asset Allocation ETF 4
Bernicke Wealth Management, Ltd. 4
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 4
SS&H Financial Advisors, Inc. 4
Abbot Financial Management, Inc. 4
ADHVX - Advisors' Inner Circle Fund III - Aegon Short Duration High Yield Fund Investor Shares 4
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 4
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 4
Giverny Capital Inc. 4
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 4
NAVAX - Northern Lights Fund Trust - Navigator Equity Hedged Fund Class A Shares 4
Simplify Asset Management Inc. 4
Blue Ridge Capital, L.L.C. 4
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio 4
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 4
Cladis Investment Advisory, LLC 4
Delta Dental Plan of Michigan, Inc. 4
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A 4
Davies Financial Advisors, Inc. 4
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 4
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 4
Temasek Holdings (Private) Ltd 4
Bridge City Capital, LLC 4
MALGX - Mirae Asset Discovery Funds - Emerging Markets Fund Class A Shares 4
Prudential Global Short Duration High Yield Fund, Inc. 4
Union Square Park Capital Management, LLC 4
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 4
DSIGX - BNY MELLON ULTRA SHORT INCOME FUND - BNY Mellon Ultra Short Income Fund Class Z 4
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2 4
Eaton Vance Enhanced Equity Income Fund Ii 4
Chesapeake Partners Management Co Inc/md 4
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares 4
Qualcomm Inc/de 4
Elessar Funds Investment Trust 4
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 4
Bandera Partners LLC 4
DSSMX - DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selective State Municipal Bond Portfolio Institutional Class 4
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 4
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 4
Socha Financial Group, LLC 4
RCGE - EA Series Trust - RockCreek Global Equality ETF 4
Pullen Investment Management, LLC 4
SDBNX - SCHRODER SERIES TRUST - Schroder Short Duration Bond Fund Investor Shares 4
Libra Wealth Llc 4
Bull Street Advisors, LLC 4
Guardian Asset Advisors, LLC 4
Aldebaran Capital, Llc 4
Simonbaker & Partners Llc 4
EFGAX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class A 4
Gunderson Capital Management Inc. 4
Springowl Associates Llc 4
Manulife Financial Corp 4
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 4
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
CLSHX - ADVISORONE FUNDS - CLS Shelter Fund Class N 4
Integrated Core Strategies (us) Llc 4
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 4
Codex Capital, L.L.C. 4
Boston Income Portfolio - Boston Income Portfolio 4
Solidarilty Wealth, LLC 4
CPII - AMERICAN BEACON SELECT FUNDS - American Beacon Ionic Inflation Protection ETF 4
NWLEX - NATIONWIDE MUTUAL FUNDS - Nationwide Long/Short Equity Fund Class A 4
CLSAX - ADVISORONE FUNDS - CLS Global Diversified Equity Fund Class N 4
Putnam Investors Fund 4
Gabelli Global Utility & Income Trust 4
PIMCO Flexible Real Estate Income Fund 4
CLACX - ADVISORONE FUNDS - CLS Global Aggressive Equity Fund Class N Shares 4
Connors Funds - Connors Hedged Equity Fund Institutional Class 4
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 4
Arena Investors LP 4
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 4
Parus Finance SA 4
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 4
Aristeia Capital Llc 4
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund 4
WPINX - WP Trust - WP Income Plus Fund Institutional Class Shares 4
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 4
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 4
BRLIX - BRIDGEWAY FUNDS INC - Blue Chip Fund Class N 4
Richelieu Gestion PLC 4
ZIG - ETF Series Solutions - The Acquirers Fund 4
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 4
CCOR - Listed Funds Trust - Core Alternative ETF 4
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 4
TGESX - TEMPLETON INSTITUTIONAL FUNDS - Global Equity Series Advisor Class 4
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 4
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 4
Boston Mountain Money Management Inc 4
DFIP - Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF 4
Delphi Financial Group, Inc. 4
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A 4
DFNM - Dimensional ETF Trust - Dimensional National Municipal Bond ETF 4
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 4
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A 4
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 4
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 4
Hanover Advisors Inc 4
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund 4
Croft-leominster Inc 4
Prairie Wealth Advisors, Inc. 4
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 4
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 4
LKEQX - LKCM Funds - LKCM Equity Fund 4
Vista Investment Partners Llc 4
VGI Partners Ltd 4
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 4
Rockline Wealth Management, LLC 4
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 4
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 4
Saddle Road Partners, LLC 4
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 4
Edmond De Rothschild Asset Management (luxembourg) 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 4
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 4
Investment Counsel Inc. 4
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 4
EALBX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS 1-to-10 Year Laddered Municipal Bond Fund Class A 4
MAVF - EA Series Trust - Matrix Advisors Value ETF 4
IBMR - iSHARES TRUST - iShares iBonds Dec 2029 Term Muni Bond ETF 4
AADAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Growth Allocation Fund Class A 4
CMAIX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Conservative Allocation Fund CLASS R5 4
Waterway Wealth Management, LLC 4
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 4
Castle Creek Capital Partners VI, LP 4
PENN SERIES FUNDS INC - Large Cap Value Fund 4
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class 4
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 4
Northern Lights Fund Trust - PFG Janus Henderson(R) Balanced Strategy Class R Shares 4
ALAAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Income Allocation Fund Class A 4
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 4
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 4
DUDE - Alpha Architect ETF Trust - Merlyn.AI SectorSurfer Momentum ETF 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1959F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1960F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1956F 4
CMG Global Holdings, LLC 4
Privium Fund Management (UK) Ltd 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1958F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1953M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1957F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1954F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1953F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1954M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1952M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1952F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1948M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1950F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1951M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1948F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1949F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1950M 4
STONE RIDGE TRUST - LIFEX Income Fund 1963M 4
STONE RIDGE TRUST - LIFEX Income Fund 1960F 4
STONE RIDGE TRUST - LIFEX Income Fund 1963F 4
IBTO - iSHARES TRUST - iShares iBonds Dec 2033 Term Treasury ETF 4
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 4
STONE RIDGE TRUST - LIFEX Income Fund 1961F 4
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 4
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 4
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 4
Acorns Advisers, LLC 4
Montz Harcus Wealth Management LLC 4
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2065 Fund Class A 4
Talbot Financial, LLC 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1961F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1955M 4
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 4
STONE RIDGE TRUST - LIFEX Income Fund 1962F 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2050 Fund Class A 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1955F 4
Bulwark Capital Corp 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1949M 4
Federated Mdt Large Cap Value Fund 4
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1951F 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2060 Fund Class A 4
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 4
Lazard Freres Gestion S.A.S. 4
Government Cash Management Portfolio 4
Schoolcraft Capital LLC 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2045 Fund Class A 4
Blackrock Muniholdings Quality Fund, Inc. 4
Hassell Wealth Management, LLC 4
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 4
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 4
FTRCX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2035 Retirement Target Fund CLASS C 4
Lakeside Advisors, INC. 4
LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R 4
FTCZX - Franklin Fund Allocator Series - Franklin Conservative Allocation Fund Advisor Class 4
EPIBX - Investment Managers Series Trust - EuroPac International Bond Fund Class A 4
FLRMX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2020 Retirement Target Fund Class A 4
Ssa Swiss Advisors Ag 4
Klk Capital Management Llc 4
FLRZX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class 4
ICCIX - NORTHERN LIGHTS FUND TRUST II - Dynamic International Opportunity Fund Class I 4
FTRTX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2025 Retirement Target Fund CLASS A 4
SRN Advisors, LLC 4
AF Advisors, Inc. 4
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 4
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I 4
Atw Spac Management Llc 4
FGTZX - Franklin Fund Allocator Series - Franklin Growth Allocation Fund Advisor Class 4
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 4
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 4
Newtyn Management, LLC 4
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) 4
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 4
Taddei, Ludwig & Associates, Inc. 4
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 4
CMH Wealth Management LLC 4
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 4
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares 4
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 4
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 4
Jnl Series Trust - Jnl/ppm America Mid Cap Value Fund (a) 4
Oskie Capital Management, Llc 4
Birch Run Capital Advisors, LP 4
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 4
Planwiser Financial, Llc 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 4
Blackrock Munivest Fund Ii, Inc. 4
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 4
PDMIX - PIMCO FUNDS - PIMCO GNMA and Government Securities Fund Institutional 4
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund 4
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 4
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 4
AMFIX - ASSET MANAGEMENT FUND - AAMA Income Fund 4
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 4
M3 Partners Lp 4
Global X Japan Co., Ltd. 4
Consolidated Capital Management, Llc 4
Financial Advisory Partners, Llc 4
Pinnacle Wealth Management, LLC 4
APSAX - Columbia Funds Series Trust II - Columbia Inflation Protected Securities Fund Class A 4
BSN Capital Partners Ltd 4
Capital Management Associates, Inc 4
Denver Wealth Management, Inc. 4
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 4
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF 4
Aberdeen Funds - Aberdeen Income Builder Fund Class A 4
Force Capital Management LLC 4
Gibson Wealth Advisors LLC 4
Stonebridge Advisors Llc 4
Saber Capital Managment, LLC 4
Fortune Financial Advisors, LLC 4
Investment Planning Advisors, Inc. 4
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 4
Tidal Trust II - YieldMax(TM) CVNA Option Income Strategy ETF 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 4
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 4
Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF 4
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 4
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 4
Oak Hill Capital Management, Llc 4
Oppenheimer Main Street Mid Cap Fund 4
Carl Stuart Investment Advisor, Inc 4
FNTEX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Finance Fund 4
Planning Center, Inc. 4
Innovis Asset Management Llc 4
Intelligent Financial Strategies 4
Harvey Investment Co Llc 4
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 4
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 4
York Capital Management Global Advisors, LLC 4
MFCPX - M FUND INC - M Capital Appreciation Fund 4
Awm Capital, Llc 4
Potomac Capital Management, Inc. 4
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 4
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 4
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 4
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 4
Acadia Trust Na 4
One Day In July LLC 4
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 4
Mirae Asset Securities (usa) Inc. 4
Squire Investment Management Company, LLC 4
CTC Capital Management, LLC 4
Kazazian Asset Management, LLC 4
Capital Group Investment Management Pte. Ltd. 4
MGGAX - Natixis Funds Trust I - Mirova Global Green Bond Fund Class A 4
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 4
Pimco New York Municipal Income Fund Iii 4
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 4
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 4
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 4
Western Asset Diversified Income Fund 4
JAIYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Balanced Portfolio NAV 4
Legacy Advisory Services, LLC 4
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 4
Europacific Growth Fund 4
Acuity Investment Management Inc 4
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 4
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 4
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II 4
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 4
JAIZX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Growth Portfolio NAV 4
Templeton & Phillips Capital Management, LLC 4
Invesco, Llc 4
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 4
JAIVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Moderate Portfolio NAV 4
JAIUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Conservative Portfolio NAV 4
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 4
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 4
Bancroft Fund Ltd 4
Fort Vancouver Investment Management, LLC 4
Pantheon Investment Group, LLC 4
Breithorn Capital Management 4
GUBGX - VICTORY PORTFOLIOS - Victory RS International Fund Class A 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB 4
Hudson Canyon Capital Management 4
Cohen Investment Advisors LLC 4
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 4
RMR Capital Management, LLC 4
Herbst Group, Llc 4
Longview Financial Advisors, Inc. 4
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 4
CGMFX - CGM TRUST - CGM Focus Fund 4
Forester Capital Management, LTD 4
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 4
rebel Financial LLC 4
Priebe Wealth Holdings LLC 4
Lone Pine Capital Llc 4
WTCOX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Colorado Tax Free Fund -Retail Class 4
J.P. Marvel Investment Advisors, LLC 4
OPTIMAS CAPITAL Ltd 4
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 4
GVO Asset Management Ltd 4
WTSVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Dividend Fund -Retail Class 4
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 4
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares 4
Arxis Securities Llc 4
Dudley Capital Management, Llc 4
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 4
CALIFORNIA FIRST LEASING Corp 4
BIADX - Brown Advisory Funds - Brown Advisory Equity Income Fund Investor Shares 4
Synergy Financial Group, LTD 4
General American Investors Co Inc 4
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 4
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 4
Dividend Builder Portfolio 4
Custom Portfolio Group LLC 4
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 4
Lewis Capital Management, Llc 4
EUFN - iSHARES TRUST - iShares MSCI Europe Financials ETF 4
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C 4
Lucus Advisors Llc 4
BIGB - Listed Funds Trust - Roundhill Big Bank ETF Roundhill BIG Bank ETF 4
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 4
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 4
Oppenheimer International Bond Fund 4
Stonebridge Capital Management Inc 4
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 4
Cook Wealth Management Group Llc 4
XFIX - RBB FUND, INC. - F/m Opportunistic Income ETF 4
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 4
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 4
Bowie Capital Management, LLC 4
Morgan Stanley Income Securities Inc 4
Flow State Investments, L.P. 4
Source Capital Inc /de/ 4
Fisher Funds Management LTD 4
Wealth Management Resources, Inc. 4
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 4
Greystone Managed Investments Inc. 4
INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
Brightwater Advisory LLC 4
FOMO - Collaborative Investment Series Trust - FOMO ETF 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 4
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 4
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 4
Turner Funds 4
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 4
PXAIX - PIMCO FUNDS - PIMCO Multi-Strategy Alternative Fund Institutional 4
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 4
Cercano Management LLC 4
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF 4
LDRC - iSHARES TRUST - iShares iBonds 1-5 Year Corporate Ladder ETF 4
Quaker Capital Management Corp 4
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A 4
Yacktman Asset Management Lp 4
ICICI Prudential Asset Management Co Ltd 4
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 4
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II 4
FIOBX - DELAWARE GROUP EQUITY FUNDS IV - Delaware International Opportunities Bond Fund Class A 4
Ws Management Lllp 4
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 4
BlackRock ETF Trust - BlackRock Enhanced Short-Term Bond ETF 4
PIMCO FUNDS - PIMCO Municipal Portfolio 4
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 4
AGGS - Harbor ETF Trust - Harbor Disciplined Bond ETF 4
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Mid Cap Value Fund Class A 4
Rinet Co LLC 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 4
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 4
DIPS - Tidal Trust II - YieldMaxTM Short NVDA Option Income Strategy ETF 4
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 4
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A 4
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 4
Tejara Capital Ltd 4
Loveless Wealth Management LLC 4
Mount Capital Ltd 4
MTFIX - BMO FUNDS, INC. - BMO Short Tax-Free Fund Class I 4
Caerus Investment Advisors, LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 4
Keeler & Nadler Financial Planning & Wealth Management 4
LODI - ETF Series Solutions - AAM SLC Low Duration Income ETF 4
Tandem Capital Management Corp /adv 4
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 4
Boussard & Gavaudan Investment Management LLP 4
Tiger Eye Capital LLC 4
PBSAX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-2 4
Heritage Investment Group, Inc. 4
Wilkinson Ogrady & Co Inc /ny 4
XNAV - FundX Investment Trust - FundX Aggressive ETF 4
Fmb Wealth Management 4
Hunting Hill Global Capital, LLC 4
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares 4
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 4
Pure Portfolios Holdings Llc 4
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 4
SRDBX - STONE RIDGE TRUST - Stone Ridge Diversified Alternatives Fund Class M 4
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 4
Clifford Group, LLC 4
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 4
Bard Associates Inc 4
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 4
Putnam Funds Trust - Putnam Equity Spectrum Fund Class M 3
Cosner Financial Group, LLC 3
Nuveen Nasdaq 100 Dynamic Overwrite Fund 3
DGMMX - World Funds Trust - DGHM MicroCap Value Fund Investor Class 3
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class 3
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 3
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 3
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 3
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class 3
SMDFX - Monteagle Funds - Smart Diversification Fund Class I 3
Kavilco Inc/wa/ 3
THMMX - THORNBURG INVESTMENT TRUST - Thornburg Municipal Managed Account Fund Class I 3
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 3
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 3
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 3
Sterling Financial Group, Inc. 3
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF 3
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 3
FPA FUNDS TRUST - FPA International Value Fund 3
Large-cap Value Portfolio 3
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 3
FrontFour Capital Group LLC 3
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class 3
Blackrock New York Municipal Income Trust 3
CJM Wealth Advisers, Ltd. 3
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 3
Money Market Obligations Trust 3
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 3
GLLIX - Managed Portfolio Series - Great Lakes Large Cap Value Fund Institutional Class Shares 3
BlackRock ETF Trust - BlackRock Large Cap Value ETF 3
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 3
Bridger Management, Llc 3
CALEX - CUTLER TRUST - Cutler Equity Fund 3
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 3
Nuveen Short Duration Credit Opportunities Fund 3
Cobblestone Asset Management LLC 3
Borer Denton & Associates, Inc. 3
DPDEX - DELAWARE POOLED TRUST - Macquarie Large Cap Value Portfolio DPT CLASS 3
Geier Asset Management, Inc. 3
Shariaportfolio, Inc. 3
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 3
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 3
JMHI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF 3
Capstone Wealth Management Group LLC 3
Blackrock Floating Rate Income Strategies Fund, Inc. 3
MWA Asset Management 3
Blackrock New York Municipal Income Trust Ii 3
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 3
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 3
Amcap Fund 3
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF 3
Voya Asia Pacific High Dividend Equity Income Fund 3
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 3
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 3
Nuveen New York Quality Municipal Income Fund 3
Timelo Investment Management Inc. 3
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 3
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 3
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares 3
McCollum Christoferson Group LLC 3
Broadleaf Partners, LLC 3
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 3
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF 3
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 3
RMHSX - RUSSELL INVESTMENT CO - Long Duration Bond Fund Class S 3
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 3
Alpine Group Usvi, Llc 3
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 3
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 3
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C 3
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6 3
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 3
JPMorgan Chase Bank, N.A. 3
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 3
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 3
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF 3
Franklin, Parlapiano, Turner & Welch, LLC 3
Clarity Capital KCPS Ltd. 3
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 3
P-Solve Investments Ltd 3
Park West Asset Management LLC 3
Alexander Randolph Advisory Inc 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 3
Capstone Capital Wealth Advisors 3
Visionary Horizons, LLC 3
Granby Capital Management, LLC 3
New Perspective Fund 3
Syntax Advisors, Llc 3
Florence Capital Advisors, LLC 3
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 3
Cider Mill Investments LP 3
Northern Lights Fund Trust IV - Brookstone Value Stock ETF 3
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF 3
White Wing Wealth Management 3
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF 3
Engle Capital Management, L.P. 3
Chescapmanager LLC 3
Future You Wealth Llc 3
Fondren Management LP 3
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class 3
PCTIX - PIMCO FUNDS - PIMCO California Municipal Bond Fund Institutional Class 3
Hartree Partners, LP 3
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 3
Research Affiliates, LLC 3
Lee Capital Management LP 3
DIVY - Tidal ETF Trust - Sound Equity Income ETF 3
Financial Architects, LLC 3
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 3
Peirce Capital Management, LLC 3
Blockhouse Capital Management Lp 3
Dupree Financial Group, LLC 3
Fonville Wealth Management LLC 3
AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I 3
VanEck Funds 3
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor 3
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 3
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 3
Madison Scottsdale, LC 3
Rubric Capital Management LP 3
EAMBX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Taxable Municipal Bond Fund Class A 3
Jentner Corp 3
VPC - ETFis Series Trust I - Virtus Private Credit Strategy ETF 3
Berry Wealth Group, LP 3
a16z Perennial Management, L.P. 3
JRHPX - John Hancock Funds II - Multi-Index 2030 Preservation Portfolio Class R4 3
JRFPX - John Hancock Funds II - Multi-Index Income Preservation Portfolio Class R4 3
JREPX - John Hancock Funds II - Multi-Index 2025 Preservation Portfolio Class R4 3
Breed's Hill Capital LLC 3
OCIO - ETF Series Solutions - ClearShares OCIO ETF 3
TARRX - AB CORPORATE SHARES - AB Tax-Aware Real Return Income Shares 3
Summa Corp. 3
Marest Capital, LLC 3
Partnership Wealth Management, LLC 3
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 3
Ota Llc 3
Amida Capital Management II, LLC 3
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF 3
Lebenthal Wealth Advisors, LLC 3
Boomfish Wealth Group, LLC 3
Coerente Capital Management 3
BCU Wealth Advisors, LLC 3
Bankers Trust Co Of South Dakota 3
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 3
ALLW - SSGA Active Trust - SPDR Bridgewater All Weather ETF 3
EMLC - VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF 3
ClearAlpha Technologies LP 3
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 3
Edmunds White Partners Llc 3
ICNCX - ICON FUNDS - ICON Fund Class C 3
Sar Wealth Management Group, Llc 3
Bush Investment Group, Llc 3
Dodds Wealth, LLC 3
Qs Legg Mason Global Asset Allocation, Llc 3
Hansen & Associates Financial Group, Inc. 3
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 3
White River Investment Partners, LLC 3
Pfc Capital Group, Inc. 3
Kagan Cocozza Asset Management 3
Avanda Investment Management Pte. Ltd. 3
Rayner & Haynor 3
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 3
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 3
Integrity Investment Advisors, LLC 3
Balter Liquid Alternatives, LLC 3
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 3
Parker Investment Management, LLC 3
Swisher Financial Concepts, Inc. 3
Mustard Seed Financial, LLC 3
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 3
Cascabel Management LP 3
Good Harbor Financial, LLC 3
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 3
Fogel Capital Management, Inc. 3
Seamount Financial Group Inc 3
Polymer Capital Management (HK) LTD 3
TBP Investments Management, LLC 3
Allen Wealth Management, Llc 3
IOCCX - ICON FUNDS - ICON Risk-Managed Balanced Fund Class C 3
Md Sass Investors Services Inc 3
Pacific Grove Capital LP 3
University of Illinois Foundation 3
Mizuho Bank, Ltd. 3
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF 3
BVAL - ETF Series Solutions - Brand Value ETF 3
Adirondack Research & Management Inc. 3
SilverOak Wealth Management LLC 3
Urban Financial Advisory Corp 3
Tairen Capital Ltd 3
IEV - iSHARES TRUST - iShares Europe ETF 3
Feis Lawrence Michael 3
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 3
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 3
Sterling Wealth Management, Inc. 3
Oakmont Corp 3
Kestrel Investment Management Corp 3
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 3
Edmond De Rothschild Private Merchant Banking Llp 3
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y 3
SkyTop Capital Management LLC 3
Nepc Llc 3
Bontempo Ohly Capital Mgmt Llc 3
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 3
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 3
Landmark Wealth Management, Inc. 3
Zimmer Partners, LP 3
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 3
EVIM - Morgan Stanley ETF Trust - Eaton Vance Intermediate Municipal Income ETF 3
PGIM Credit Income Fund 3
Jackson Credit Opportunities Fund 3
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 3
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 3
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 3
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 3
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 3
White Elm Capital, LLC 3
Lion Point Capital, LP 3
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 3
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 3
Wallace Capital Management Inc. 3
TNXIX - 1290 Funds - 1290 Retirement 2060 Fund Class I 3
Adi Capital Management LLC 3
Bardin Hill Management Partners Lp 3
Centaur Capital Partners, L.P. 3
12th Street Asset Management Company, LLC 3
Hart & Patterson Financial Group Llc 3
Park Presidio Capital Llc 3
Vernier Capital Partners, Lp 3
Taylor Asset Management Inc 3
Azzad Asset Management Inc /adv 3
Financial Consulate Inc. 3
Thunderbird Partners Llp 3
Bloom Tree Partners, Llc 3
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 3
Cascade Wealth Advisors, Inc 3
Beaconlight Capital, Llc 3
Adams Natural Resources Fund, Inc. 3
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 3
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 3
Wellesley Asset Management 3
Swan Global Investments, LLC 3
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 3
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 3
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 3
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 3
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 3
Everest Capital Llc 3
Leonetti & Associates, LLC 3
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 3
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 3
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 3
Alta Fundamental Advisers LLC 3
Thornmark Asset Management Inc. 3
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 3
KAIBX - Ultimus Managers Trust - KARNER BLUE BIODIVERSITY IMPACT FUND Butterfly Class 3
V2 Financial group LLC 3
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 3
Rovida Advisors Inc. 3
NF Trinity Capital (Hong Kong) Ltd 3
Tidal Trust II - YieldMax(TM) S&P 500 0DTE Covered Call Strategy ETF 3
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF 3
Three Bays Capital Lp 3
Shanda Payment Holdings Ltd. 3
FOURPOINTS Investment Managers, S.A.S. 3
VVSGX - VALIC Co I - Small Cap Growth Fund 3
Heartwood Wealth Management Ltd 3
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 3
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 3
Cmt Trading Llc 3
Kiltearn Partners LLP 3
Tidal Trust II - YieldMaxTM MSTR Short Option Income Strategy ETF 3
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF 3
Consulta Ltd 3
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF 3
Penobscot Wealth Management 3
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 3
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 3
Strategic Value Investors LP 3
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1960M 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1959M 3
Oasis Management Co Ltd. 3
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 3
Castle Creek Capital Partners Iv, Lp 3
21 West Wealth Management LLC 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1962M 3
Bassett Hargrove Investment Counsel, Llc 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1958M 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1961M 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1963M 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1956M 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1957M 3
Strategic Planning, Inc. 3
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I 3
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
Motive Wealth Advisors 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan International Moderate Growth VP Initial 3
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A 3
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I 3
Weitz Investment Management, Inc. 3
Indus Capital Partners, Llc 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Asset Allocation - Growth VP Initial 3
PFIX - Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Asset Allocation - Moderate Growth VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Asset Allocation - Moderate VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Asset Allocation - Conservative VP Initial 3
FFRSX - FEDERATED INCOME SECURITIES TRUST - Federated Floating Rate Strategic Income Fund Institutional Shares 3
SPQQ - Siren ETF Trust - Siren Large Cap Blend Index ETF 3
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 3
Tbp Advisors Ltd 3
FLTGX - FIDELITY ADVISOR SERIES II - Fidelity Limited Term Securitized Completion Fund 3
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF 3
STBF - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Short Term Bond ETF 3
Generate Investment Management Ltd 3
Osher Van de Voorde Investment Management 3
Quadrature Capital LLP 3
Two West Capital Advisors LLC 3
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class 3
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 3
Old West Investment Management, LLC 3
Ramsay, Stattman, Vela & Price, Inc. 3
Convergent Wealth Advisors 3
First Trust Bank, Ltd. 3
Cleary Gull Inc. 3
CR Intrinsic Investors, LLC 3
JNL SERIES TRUST - JNL International Index Fund (I) 3
Odey Holdings AG 3
Notis-McConarty Edward 3
GVDSX - FEDERATED EQUITY FUNDS - Federated Global Strategic Value Dividend Fund Class A Shares 3
CGIB - Capital Group Fixed Income ETF Trust - Capital Group International Bond ETF (USD-Hedged) Share class 3
TB Alternative Assets Ltd. 3
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 3
Harding Loevner Lp 3
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF 3
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 3
Guinness Atkinson Asset Management Inc 3
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 3
Pyrrho Capital Management, LP 3
Stratford Consulting, LLC 3
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 3
Elkhorn Partners Limited Partnership 3
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 3
Garcia Hamilton & Associates Lp/de 3
Makena Capital Management Llc 3
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF 3
SP Funds Trust - SP Funds 2050 Target Date Fund Institutional Shares 3
SP Funds Trust - SP Funds 2040 Target Date Fund Investor Shares 3
SP Funds Trust - SP Funds 2030 Target Date Fund Investor Shares 3
MSIQX - Morgan Stanley Institutional Fund Inc - International Equity Portfolio Class I 3
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z 3
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF 3
Jana Partners Llc 3
Tidal Trust II - Defiance Gold Enhanced Options Income ETF 3
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 3
blooom, inc. 3
von Borstel & Associates, Inc. 3
Windhaven Investment Management, Inc. 3
RobecoSam USA, Inc. 3
BluePointe Capital Management, LLC 3
Allied Irish Banks Plc 3
Hikari Tsushin, Inc. 3
Fidgeon Timothy F 3
Afton Capital Management Llc 3
Otter Creek Management Inc 3
Old North State Wealth Management, LLC 3
Mullooly Asset Management, Inc. 3
Wealthsimple US, Ltd. 3
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 3
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 3
Brandywine Trust Co 3
GUMI - Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Municipal Income ETF 3
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 3
BEEHX - FORUM FUNDS - The BeeHive Fund 3
Stanley Capital Management, LLC 3
Parkwoods Wealth Partners, LLC 3
Needelman Asset Management Inc 3
Leith Wheeler Investment Counsel Ltd. 3
M. Kraus & Co 3
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 3
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 3
Tipp Hill Capital Management LLC 3
Twele Capital Management, Inc. 3
Shum Financial Group, Inc. 3
Conestoga Capital Advisors, LLC 3
Foundation Resource Management Inc 3
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 3
New Century Investment Management, Inc 3
Menlo Advisors Llc 3
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 3
Ami Asset Management Corp 3
SMARX - Datum One Series Trust - BRANDES SEPARATELY MANAGED ACCOUNT RESERVE TRUST 3
BEMCX - Datum One Series Trust - BRANDES EMERGING MARKETS VALUE FUND Class C 3
Cim, Llc 3
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF 3
Garrison Asset Management, LLC 3
Taylor Frigon Capital Management LLC 3
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 3
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 3
Daniel Devine & Co 3
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares 3
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB 3
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF 3
CFCV - ActiveShares ETF Trust - CLEARBRIDGE FOCUS VALUE ETF 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 3
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 3
Boyar Asset Management Inc. 3
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 3
Rit Capital Partners Plc 3
Kr Capital Advisors Inc 3
STONE RIDGE TRUST - Stone Ridge 2062 Longevity Income ETF 3
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF 3
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 3
Farallon Capital Management Llc 3
STONE RIDGE TRUST - Stone Ridge 2063 Longevity Income ETF 3
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 3
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 3
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 3
LEPIX - Advisors' Inner Circle Fund III - LEVIN EASTERLY VALUE OPPORTUNITIES FUND Institutional Shares 3
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF 3
JEMB - Janus Detroit Street Trust - Janus Henderson Emerging Markets Debt Hard Currency ETF 3
Lorber David A 3
SK Wealth Management, LLC 3
ARSLX - Investment Managers Series Trust - Aristotle Core Equity Fund Class I Shares 3
PL Capital, LLC 3
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 3
SEMBX - ADVISORS SERIES TRUST - Semper Brentview Dividend Growth Equity Fund Institutional Class 3
E Fund Management (Hong Kong) Co., Ltd. 3
TT International Asset Management LTD 3
SBHVX - Investment Managers Series Trust - Segall Bryant & Hamill Small Cap Value Fund 3
Dale Q Rice Investment Management Ltd 3
Axa Financial Inc 3
R.H. Investment Group, LLC 3
Marathon Asset Management Lp 3
JBGlobal.com LLC 3
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 3
Capstone Wealth Management, LLC 3
Finley Financial, LLC 3
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 3
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A 3
FHKCX - FIDELITY INVESTMENT TRUST - Fidelity China Region Fund 3
Westerkirk Capital Inc. 3
Wilsey Asset Management Inc 3
Orca Wealth Management, LLC 3
M Wealth Management, LLC 3
Kirr Marbach & Co Llc /in/ 3
Ofc Financial Planning, Llc 3
Selz Capital LLC 3
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 3
Dock Street Asset Management Inc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 3
GEN Financial Management, INC. 3
Raging Capital Management, LLC 3
Huntington Steele LLC 3
NEARX - US GLOBAL INVESTORS FUNDS - Near-Term Tax Free Fund 3
Goodman Financial Corp 3
MINO - PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund 3
Thornburg Income Builder Opportunities Trust 3
FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund 3
KOKUSAI Asset Management Co., Ltd. 3
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 3
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF 3
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 3
Tactical Allocation Group LLC 3
VSPY - Spinnaker ETF Series - VectorShares Min Vol ETF 3
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 3
Bonfire Financial 3
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 3
JOCEX - JOHCM Funds Trust - JOHCM Credit Income Fund Class Z Shares 3
Ridgeline Wealth Planning, LLC 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Term Municipal Fund Class Y 3
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 3
Palacios Wealth Management, LLC 3
BCS Private Wealth Management, Inc. 3
TFAQX - Tactical Investment Series Trust - TFA Quantitative Fund Class I 3
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 3
Rhenman & Partners Asset Management AB 3
Stanich Group LLC 3
Country Fund Management 3
Baskin Financial Services Inc. 3
Prime Buchholz LLC 3
Goldstein Munger & Associates 3
Commonwealth Opportunity Capital Gp Llc 3
Sandell Asset Management Corp 3
Financial Harvest, LLC 3
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 3
PMG Wealth Management, Inc. 3
Eii Capital Management, Inc. 3
Ranger International Management, LP 3
Daner Wealth Management, LLC 3
F-Squared Investment Management, LLC 3
InView Investment Management LLC 3
Fjell Capital, LLC 3
Hudson Executive Capital LP 3
Garnet Equity Capital Holdings, Inc. 3
Hendley & Co Inc 3
Garrison Bradford & Associates Inc 3
JGVAX - JANUS INVESTMENT FUND - Janus Henderson Global Value Fund Class T 3
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 3
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 3
DJE Kapital AG 3
Connective Capital Management, LLC 3
FYAIX - Access One Trust - ACCESS FLEX HIGH YIELD FUND INVESTOR CLASS 3
Nichols Asset Management LLC 3
Taylor, Cottrill LLC 3
Bradyco, Inc. 3
Novus Advisors, Llc 3
Letson Investment Management, Inc. 3
Retirement Design & Management Inc /adv 3
DKRT Investments Corp. 3
Daily Journal Corp 3
Cushing Capital Partners, LLC 3
CSU Producer Resources, Inc. 3
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 3
May Barnhard Investments LLC 3
Poinciana Advisors Group, Llc 3
Progressive Investment Management Corp 3
Key Colony Management, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I 3
Private Capital Management 3
Income Research & Management 3
Arrien Investments, Inc. 3
Ensemble Capital Management, LLC 3
RD Lewis Holdings, Inc. 3
JHMB - John Hancock Exchange-Traded Fund Trust - John Hancock Mortgage-Backed Securities ETF 3
L.K. Benson & Company, P.C. 3
North Forty Two & Co. 3
Aspetuck Financial Management LLC 3
S-Bank Fund Management Ltd 3
Wellington Capital Management, Inc. 3
Zevenbergen Capital Investments Llc 3
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 3
Miura Global Management, LLC 3
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A 3
Egerton Capital Ltd 3
Thiel Macro LLC 3
McAlister, Sweet & Associates, Inc. 3
Usa Mutuals Advisors, Inc. 3
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 3
Michael A. Dubis Financial Planning, LLC 3
Asset Management Advisors, LLC 3
Corient IA LLC 3
DKM Wealth Management, Inc. 3
Roc Capital Management, L.P. 3
Opus Trading Fund LLC 3
Aster Investment Management Co Inc 3
Barbara Oil Co. 3
Straightline Group Llc 3
Arrow Capital Pty Ltd 3
Coltrane Asset Management L.P. 3
Gabalex Capital Management LLC 3
Stephen J. Garry & Associates, Llc 3
Nichols & Pratt Advisers Llp /ma 3
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 3
Academy Capital Management Inc/tx 3
Family Office Research LLC 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 3
Ardent Capital Management, Inc. 3
Finward Bancorp 3
Spero-smith Investment Advisers Inc /oh 3
Bruni J V & Co /co 3
WOGSX - Oak Associates Funds - White Oak Select Growth Fund 3
Oak Ridge Investments Llc 3
Master's Wealth Management Inc. 3
Northland Capital Management LLC 3
Kayne Anderson Capital Advisors Lp 3
Salus Financial Advisors, LLC 3
Apex Wealth Management, LLC 3
WEAIX - Teton Westwood Funds - Teton Westwood Intermediate Bond Fund Class A 3
Burling Wealth Partners, Llc 3
New Amsterdam Partners Llc/ny 3
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 3
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 3
MDNRX - MAINSTAY FUNDS TRUST - MainStay Defensive ETF Allocation Fund Class R3 3
Towle & Co 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 3
Heirloom Wealth Management 3
Austin Asset Management Co Inc 3
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 3
Holowesko Partners Ltd. 3
Guerra Advisors Inc 3
R.m.sincerbeaux Capital Management Llc 3
KDT Advisors, LLC 3
CF Capital LLC 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 3
MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C 3
Kemper Corp Master Retirement Trust 3
Parkshore Wealth Management, Inc. 3
Ramsey Asset Management 3
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 3
Pennington Partners & Co., Llc 3
Fiduciary Financial Services Of The Southwest Inc /tx 3
Saybrook Capital /nc 3
Headland Capital, LLC 3
Timucuan Asset Management Inc/fl 3
Southern Wealth Management, LLP 3
Ames National Corp 3
BIP Alliance, LLC 3
Vega Investment Solutions 3
Pacific Point Advisors, LLC 3
CAPOX - FORUM FUNDS - Absolute Capital Opportunities Fund Institutional Shares 3
Retirement Planning Group, Llc / Ny 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2050 FUND K SHARES 3
Three Cord True Wealth Management, LLC 3
Hawkeye Capital Management, LLC 3
Matthew 25 Management Corp 3
Gw Capital Inc 3
SUBS - EXCHANGE TRADED CONCEPTS TRUST - Fount Subscription Economy ETF 3
AGF Investments America Inc. 3
Permit Capital, LLC 3
Aurdan Capital Management, LLC 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2025 FUND K SHARES 3
Canal Insurance CO 3
Perkins Capital Management Inc 3
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 3
Kopp Investment Advisors Llc 3
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 3
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 3
AMAX - Starboard Investment Trust - RH Hedged Multi-Asset Income ETF 3
Long Pond Capital, LP 3
TEXN - iSHARES TRUST - iShares Texas Equity ETF 3
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2055 FUND Investor A Shares 3
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 3
TSP Capital Management Group, LLC 3
RBB FUND, INC. - SGI Enhanced Market Leaders ETF 3
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 3
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2040 FUND K SHARES 3
Drill Craig A 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA RETIREMENT FUND K SHARES 3
OLIO Financial Planning 3
Aegis Wealth Management LLC 3
Northstar Financial Companies, Inc. 3
SUNY - NORTHERN LIGHTS FUND TRUST II - LifeGoal Vacation Investment ETF 3
New South Capital Management Inc 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2020 FUND INVESTOR A SHARES 3
CHLD - NORTHERN LIGHTS FUND TRUST II - LifeGoal Children Investment ETF 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2060 FUND INVESTOR A SHARES 3
M1 Capital Management LLC 3
VLGSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Treasury Index Fund Admiral Shares 3
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 3
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 3
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 3
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 3
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares 3
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class 3
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 3
NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class 3
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 3
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 3
EQ ADVISORS TRUST - 1290 VT Energy Portfolio Class K 3
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 3
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2045 FUND K SHARES 3
BSML - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Municipal Bond ETF 3
BSMM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Municipal Bond ETF 3
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2035 FUND K SHARES 3
GEFAX - Northern Lights Fund Trust - CMG Mauldin Core Fund Class A Shares 3
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 3
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF 3
Fire Capital Management LLC 3
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 3
NYF - iSHARES TRUST - iShares New York Muni Bond ETF 3
Euro Pacific Asset Management, LLC 3
Darrow Company, Inc. 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2030 FUND K SHARES 3
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 3
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 3
ELD - WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund N/A 3
GLBY - WisdomTree Trust - WisdomTree Yield Enhanced Global Aggregate Bond Fund N/A 3
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 3
Gouws Capital LLC 3
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 3
MFLX - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Municipal CEF Income Opportunity ETF 3
JRLOX - John Hancock Funds II - Multi-Index 2020 Lifetime Portfolio Class 1 3
JRLDX - John Hancock Funds II - Multi-Index 2010 Lifetime Portfolio Class 1 3
Claren Road Asset Management, LLC 3
JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1 3
DB Fitzpatrick & Co, Inc 3
JLDAX - John Hancock Funds II - Multimanager 2020 Lifetime Portfolio Class A 3
JRLKX - John Hancock Funds II - Multi-Index 2015 Lifetime Portfolio Class R4 3
JRTBX - John Hancock Funds II - Multi-Index 2025 Lifetime Portfolio Class 1 3
JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1 3
JLEAX - John Hancock Funds II - Multimanager 2025 Lifetime Portfolio Class A 3
Phraction Management LLC 3
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 3
JLAAX - John Hancock Funds II - Multimanager 2010 Lifetime Portfolio Class A 3
JIBOX - John Hancock Funds II - Multi-Index Lifestyle Balanced Portfolio Class 1 3
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 3
Highland Global Allocation Fund 3
JLBAX - John Hancock Funds II - Multimanager 2015 Lifetime Portfolio Class A 3
JLCGX - John Hancock Funds II - Multi-Index Lifestyle Conservative Portfolio Class 1 3
JMKAX - John Hancock Funds II - Emerging Markets Debt Fund Class A 3
JLFAX - John Hancock Funds II - Multimanager 2030 Lifetime Portfolio Class A 3
JLMOX - John Hancock Funds II - Multi-Index Lifestyle Moderate Portfolio Class 1 3
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 3
Forefront Wealth Management Inc. 3
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 3
Hicks Capital Management Llc 3
Vista Finance, Llc 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 3
VCFVX - VALIC Co I - International Value Fund 3
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 3
Silicon Valley Community Foundation 3
Karani Asset Management LLC 3
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 3
Jdc-jsc L.p. 3
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 3
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 3
Jeereddi Investments, LP 3
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A 3
Mizuho Markets Cayman LP 3
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF 3
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 3
Watchman Group, Inc. 3
GMTZX - GuideStone Funds - MyDestination 2015 Fund Investor 3
Lauterbach Financial Advisors, LLC 3
GMWZX - GuideStone Funds - MyDestination 2025 Fund Investor 3
EICGX - EATON VANCE GROWTH TRUST - Eaton Vance Greater China Growth Fund Class I 3
Higgins & Schmidt Wealth Strategies LLC 3
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 3
Crake Asset Management LLP 3
CLMAX - Columbia Funds Series Trust II - Columbia Mortgage Opportunities Fund Class A 3
Ameraudi Asset Management, Inc. 3
Stewart Asset Management, LLC 3
COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A 3
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A 3
AMVAX - Columbia Funds Series Trust II - Columbia Small/Mid Cap Value Fund Class A 3
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class 3
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 3
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 3
SRTMX - SMA RELATIONSHIP TRUST - Series M 3
RMDFX - Aspiriant Trust - Aspiriant Defensive Allocation Fund 3
FRALX - Franklin Tax Free Trust - Franklin Alabama Tax-free Income Fund Class A1 3
BMVSX - BAIRD FUNDS INC - Baird Small/Mid Cap Value Fund Investor Class 3
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 3
FRVAX - Franklin Tax Free Trust - Franklin Virginia Tax-free Income Fund Class A1 3
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 3
FPONX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2022 Fund Class R6 3
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 3
FRPAX - Franklin Tax Free Trust - Franklin Pennsylvania Tax-free Income Fund Class A1 3
Orcam Financial Group 3
JALGX - John Hancock Funds II - Multimanager Lifestyle Growth Portfolio Class A 3
Kirkoswald Asset Management LLC 3
JALRX - John Hancock Funds II - Multimanager Lifestyle Conservative Portfolio Class A 3
JALMX - John Hancock Funds II - Multimanager Lifestyle Moderate Portfolio Class A 3
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 3
Dialectic Capital Management, Lp 3
Astoria Strategic Wealth, Inc. 3
PICAX - PRINCIPAL FUNDS INC - International Small Company Fund Class A 3
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 3
Chapman Investment Management, LLC 3
BOSS - Global X Funds - Global X Founder-Run Companies ETF 3
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 3
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 3
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 3
WealthBridge Investment Counsel Inc. 3
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 3
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 3
Chicago Wealth Management, Inc. 3
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 3
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 3
Stonebridge Wealth Management, LLC 3
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 3
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 3
CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A 3
Dfa Investment Trust Co - The Emerging Markets Series 3
SWM Advisors 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 3
R. W. Roge & Company, Inc. 3
Peterson Wealth Management 3
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 3
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 3
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 3
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 3
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 3
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 3
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares 3
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 3
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 3
GPIFX - GPS Funds II - GuidePath(R) Flexible Income Allocation Fund Service Shares 3
SYE - SSGA Active Trust - SPDR MFS Systematic Core Equity ETF 3
Paralel Advisors LLC 3
Goldstream Capital Management Ltd 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Municipal Bond Portfolio Institutional Class 3
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares 3
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 3
CCLA Investment Management Ltd 3
XT - iSHARES TRUST - iShares Exponential Technologies ETF 3
Pinnacle Financial Group, LLC / IL 3
YieldStreet Prism Fund Inc. 3
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 3
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A 3
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A 3
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 3
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 3
Pb Investment Partners, L.p. 3
Wilson & Boucher Capital Management, LLC 3
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 3
Wulff, Hansen & Co. 3
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
FSVQX - World Funds Trust - Clifford Capital Focused Small Cap Value Fund Super Institutional Class 3
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 3
Financial Planners of Cleveland, Inc. 3
Sandia Investment Management LP 3
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class 3
PFCFX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Class A 3
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A 3
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 3
Vetamer Capital Management, L.p. 3
SHDIX - AMERICAN BEACON FUNDS - American Beacon Shapiro SMID Cap Equity Fund Institutional Class 3
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF 3
Phase 2 Partners, LLC 3
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class 3
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 3
Resolute Capital Asset Partners LLC 3
CMPGX - PRINCIPAL FUNDS INC - Government & High Quality Bond Fund f/k/a Mortgage Securities Fund Class A 3
5th Street Advisors, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 3
Seaport Global Advisors, LLC 3
FFCYX - AB CAP FUND, INC. - AB FlexFee Core Opportunities Portfolio Advisor Class 3
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 3
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 3
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 3
TENOR CAPITAL MANAGEMENT Co., L.P. 3
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 3
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 3
Advanced Series Trust - Ast International Value Portfolio 3
Rochester Wealth Strategies, LLC 3
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 3
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 3
Metatron Capital SICAV plc 3
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 3
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 3
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 3
GIJAX - GUGGENHEIM FUNDS TRUST - Guggenheim Municipal Income Fund A-Class 3
GUDAX - GUGGENHEIM FUNDS TRUST - Guggenheim Diversified Income Fund Class A 3
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A 3
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 3
Forbes Financial Planning, Inc. 3
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 3
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 3
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF 3
Putnam Funds Trust - Putnam Equity Spectrum Fund Class R 3
Rs Crum Inc. 3
Daniels&Tansey,LLP 3
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 3
NOITX - Northern Funds - Northern Intermediate Tax-exempt Fund 3
NOIGX - Northern Funds - Northern International Equity Fund 3
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A 3
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 3
NHYMX - Northern Funds - Northern High Yield Municipal Fund 3
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 3
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 3
TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A 3
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 3
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 3
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 3
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 3
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 3
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A 3
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 3
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 3
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 3
Jnl Series Trust - Jnl/s&p Dividend Income & Growth Fund (a) 3
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 3
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 3
Luxor Capital Group, LP 3
SCID - Global X Funds - Global X Scientific Beta Europe ETF 3
Vienna Asset Management LLC 3
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 3
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 3
BancFirst Trust & Investment Management 3
VBB - Valkyrie ETF Trust II - Valkyrie Balance Sheet Opportunities ETF 3
Oaktree Diversified Income Fund Inc. 3
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 3
FLADX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2040 Retirement Target Fund Class A 3
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 3
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 3
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 3
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2035 Fund Class A 3
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2040 Fund Class A 3
Meteora Capital, LLC 3
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I 3
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 3
CPRFX - MUTUAL FUND SERIES TRUST - Camelot Premium Return Fund Class A 3
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2030 Fund Class A 3
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 3
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 3
TINIX - Investment Managers Series Trust II - AXS Tactical Income Fund Class I Shares 3
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 3
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 3
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 3
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 3
IMNAX - TRANSAMERICA FUNDS - Transamerica Global Equity A 3
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 3
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 3
AAIFX - 360 Funds - Timber Point Alternative Income Fund Investor Class Shares 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 3
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 3
Capstone Wealth Management Group, Llc 3
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class 3
Mayport, Llc 3
IOMUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Municipal Fund Class R6 3
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 3
Atlas Financial Advisors, Inc. 3
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 3
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P 3
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 3
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio 3
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 3
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 3
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 3
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 3
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 3
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 3
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 3
Cowen Investment Management LLC 3
Maxim Capital Management Llc 3
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 3
Master Basic Value Llc 3
Nuveen Equity Premium Opportunity Fund 3
Nuveen Equity Premium Advantage Fund 3
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 3
Loeb King Trust 3
Fidato Wealth LLC 3
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 3
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares 3
Sterling Capital Variable Insurance Funds 3
Ledge Wealth Management, Inc. 3
Cornerstone Progressive Return Fund 3
Sage Investment Advisers LLC 3
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 3
Transamerica Income Shares, Inc. 3
First Interstate Bancsystem Inc 3
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund 3
Sarissa Consulting Llc 3
Cash Trust Series Inc 3
Mfs Intermarket Income Trust I 3
Athena Investment Management 3
Sofi Wealth, Llc 3
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 3
Raymond James Trust Co. Of Nh 3
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 3
Avant Capital LLC 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
NWGHX - NATIONWIDE MUTUAL FUNDS - Nationwide Diamond Hill Large Cap Concentrated Fund Class A 3
KADIX - Managed Portfolio Series - Kensington Active Advantage Fund Institutional Class Shares 3
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I 3
Berwyn Funds 3
CAMGX - Advisors' Inner Circle Fund - Cambiar Global Equity Fund Investor Class Shares 3
SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 3
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (I) Class 3 3
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Jan (I) Class 3 3
EALDX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration Government Income Fund Class A 3
Putnam Funds Trust - Putnam Capital Spectrum Fund Class A 3
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 3
NUBAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Unconstrained Bond Fund Class A 3
IRBA - LITMAN GREGORY FUNDS TRUST - iMGP RBA Responsible Global Allocation ETF 3
Bennett Selby Investments Lp 3
Finer Wealth Management, Inc. 3
PFUMX - PRINCIPAL FUNDS, INC. - Finisterre Emerging Markets Total Return Bond Fund Institutional Class 3
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 3
FSIKX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Intermediate Municipal Income Fund 3
SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1 3
Ern Llc 3
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 3
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund 3
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 3
Julex Capital Management, Llc 3
RWTIX - Two Roads Shared Trust - Redwood AlphaFactor Tactical Core Fund Class I 3
Gq Asset Management, Llc 3
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 3
Fdp Series Ii, Inc. 3
Freestate Advisors LLC 3
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 3
Sassicaia Capital Advisers Llc 3
Cohanzick Management, Llc 3
Requisite Energy Fund I Lp 3
Miller Wealth Advisors, Llc 3
Coombe, Bender & Co LLC 3
Sycomore Asset Management 3
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 3
Callodine Capital Management, LP 3
Riverstone Advisors, LLC 3
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 3
Newton One Investments LLC 3
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 3
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 3
Susquehanna International Securities, Ltd. 3
Nishkama Capital, LLC 3
Southern Farm Bureau Life Insurance 3
Montchanin Asset Management, Llc 3
Act Two Investors Llc 3
Eq Llc 3
Galibier Capital Management Ltd. 3
LEMB - iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF 3
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 3
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Apr (I) Class 3 3
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Apr (I) Class 3 3
TSWEX - Advisors' Inner Circle Fund - Ts&w Equity Portfolio Institutional Class Shares 3
SDITX - BNY Mellon Investment Funds I - BNY Mellon Tax Sensitive Total Return Bond Fund Class I 3
SCVEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Stock Fund Class A 3
Viewpoint Investment Partners Corp 3
RP Investment Advisors LP 3
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 3
Elwood & Goetz Wealth Advisory Group, LLC 3
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 3
TYPHX - Starboard Investment Trust - Typhon Tactical Managed Futures Strategy Fund 3
CPII - Tidal ETF Trust - Ionic Inflation Protection ETF 3
Emerson Wealth Management, LLC 3
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 3
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Global Trends Allocation Fund Service Shares 3
Driver Management Co LLC 3
Personal Financial Consultants Inc /adv 3
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 3
Henry James International Management Inc. 3
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 3
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 3
Bull Oak Capital, LLC 3
SSXU - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector International ETF 3
BITIX - ProFunds - Short Bitcoin Strategy ProFund Investor Class 3
AHOY - Tidal ETF Trust - Newday Ocean Health ETF 3
Taikang Asset Management (Hong Kong) Co Ltd 3
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 3
GMSAX - GOLDMAN SACHS TRUST - Goldman Sachs Managed Futures Strategy Fund Class A 3
M. Kulyk & Associates, LLC 3
Bizma Investimentos Ltda 3
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 3
Sunesis Advisors, LLC 3
Angel Oak Strategic Credit Fund 3
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 3
OASDX - Series Portfolios Trust - Oakhurst Strategic Defined Risk Fund Institutional Class 3
Ruane, Cunniff & Goldfarb L.P. 3
Amplify Investments, Llc 3
Davis Asset Management, L.P. 3
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 3
Rye Brook Capital LLC 3
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 3
Enzi Wealth 3
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 3
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 3
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 3
Exor Capital LLP 3
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell 3
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 3
Sander Capital Advisors Inc 3
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class 3
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Jul (I) Class 3 3
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jul (I) Class 3 3
AGBPX - Allianz Funds Multi-Strategy Trust - AllianzGI Green Bond Fund Class P 3
Versus Capital Real Assets Fund Llc 3
Adamcapital Gestao De Recursos Ltda. 3
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 3
SNUG - Alpha Architect ETF Trust - Merlyn.AI Tactical Growth and Income ETF 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I 3
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A 3
Circle Road Advisors Lp 3
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 3
OAKWX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Select Fund Investor Class 3
Thames Capital Management Llc 3
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class 3
Sharper & Granite LLC 3
WIZ - Alpha Architect ETF Trust - Merlyn.AI Bull-Rider Bear-Fighter ETF 3
Lam Group, Inc. 3
HXBIX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Tax-Exempt Bond Fund Class I 3
Alphinity Investment Management Pty Ltd 3
Kaye Capital Management 3
Fort Henry Capital, LLC 3
Ai Financial Services Llc 3
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF 3
Prospect Hill Management, LLC 3
Relaxing Retirement Coach 3
IAM Advisory, LLC 3
GEM Asset Management, LLC 3
THMBX - THRIVENT MUTUAL FUNDS - Thrivent High Income Municipal Bond Fund Class S 3
Crow Point Global Dividend Plus Fund 3
Blackrock Cori Funds 3
Trium Capital LLP 3
Pacholder High Yield Fund Inc 3
Wakefield Alternative Series Trust 3
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 3
Epacria Capital Partners, Llc 3
SRIFX - FundX Investment Trust - FundX Sustainable Impact Fund 3
Fee-Only Financial Planning, L.C. 3
Navigation Wealth Management, Inc. 3
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 3
REEAX - RBC FUNDS TRUST - RBC Emerging Markets Equity Fund Class A 3
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 3
Palo Alto Wealth Advisors, Llc 3
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 3
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 3
CPA Asset Management LLC 3
WEHIX - WEITZ FUNDS - Hickory Fund 3
Riverview Capital Advisers, LLC 3
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 3
Herr Investment Group LLC 3
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 3
TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged 3
WealthSpring Partners, LLC 3
Crosspoint Financial, Llc 3
Oakwell Private Wealth Management, LLC 3
Keystone Investors Pte Ltd 3
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 3
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 3
Websterrogers Financial Advisors, Llc 3
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 3
GDVD - Principal Exchange-Traded Funds - Principal Active Global Dividend Income ETF 3
Vanguard Morgan Growth Fund 3
HCMAX - HILLMAN CAPITAL MANAGEMENT INVESTMENT TRUST - Hillman Value Fund No Load Shares 3
XCOR - FundX Investment Trust - FundX ETF 3
Nuveen Select Tax Free Income Portfolio 3
Parker Financial LLC 3
Oppenheimer Discovery Fund 3
Atlas Wealth Partners, LLC 3
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 3
Tcw Alternative Funds 3
LZSMX - LAZARD FUNDS INC - Lazard International Small Cap Equity Portfolio Open Shares 3
Cannon Global Investment Management, LLC 3
Eagle Growth & Income Fund 3
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 3
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 3
MCRO - IndexIQ ETF Trust - IQ Hedge Macro Tracker ETF 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
Northern Capital Management, Inc. 3
Dtf Tax-free Income Inc 3
Arctis Global LLC 3
LGOV - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Long Duration Opportunities ETF 3
Legacy Financial Group, Inc. 3
Ivy Lane Capital Management, Llc 3
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares 3
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares 3
SBALX - VICTORY PORTFOLIOS - Victory Strategic Allocation Fund Class A 3
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 3
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 3
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 3
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 3
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares 3
BRTNX - PFS FUNDS - Bretton Fund 3
Sterling Group Wealth Management, LLC 3
VFPAX - FundVantage Trust - Private Capital Management Value Fund Class A 3
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 3
Tillman Hartley LLC 3
Advent/claymore Enhanced Growth & Income Fund 3
Advent Claymore Convertible Securities & Income Fund Ii 3
Heritage Wealth Management, Inc./Texas 3
International Income Portfolio - International Income Portfolio 3
Tandem Wealth Advisors LLC 3
Nuveen Amt-free Municipal Value Fund 3
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 3
Builder Investment Group Inc /adv 3
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund 3
Nuveen Municipal Income Fund Inc 3
FCAL - First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF 3
Oppenheimer Series Fund 3
Oppenheimer Rising Dividends Fund 3
Stone Ridge Trust Iii 3
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 3
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund 3
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 3
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 3
Berry Street Capital Management LLP 3
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Oct (I) Class 3 3
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 3
ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I 3
FEMB - First Trust Exchange-Traded Fund III - First Trust Emerging Markets Local Currency Bond ETF 3
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Oct (I) Class 3 3
Popular Income Plus Fund, Inc. - Popular Income Plus Fund Class C Shares 3
Avenue Income Credit Strategies Fund 3
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 3
Eagle Capital Growth Fund, Inc. 3
BlackRock Funds II - BlackRock LifePath Smart Beta 2065 Fund Class K Shares 3
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares 3
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF 3
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares 3
Two Roads Shared Trust - Hypatia Women CEO ETF 3
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 3
GOODX - GoodHaven Funds Trust - GoodHaven Fund 3
Northern Institutional Funds 3
Reframe Wealth, Llc 3
BCK Partners, Inc. 3
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund 3
Foresight Global Investors, Inc. 3
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y 3
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class 3
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 3
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 3
VPAIX - VANGUARD PENNSYLVANIA TAX-FREE FUNDS - Vanguard Pennsylvania Long-Term Tax-Exempt Fund Investor Shares 3
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 3
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 3
Nuveen Intermediate Duration Quality Municipal Term Fund 3
Financial Designs Corp 3
Nuveen Municipal 2021 Target Term Fund 3
Canoe Financial LP 3
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Fusion Dynamic Conservative Fund 3
Alua Capital Management LP 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Fusion Dynamic Moderate Fnd AZL MVP Fusion Dynamic Moderate Fund 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Fusion Dynamic Balanced Fnd AZL MVP Fusion Dynamic Balanced Fund 3
140 Summer Partners LP 3
Noble Family Wealth, LLC 3
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 3
Lauer Wealth, LLC 3
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund 3
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 3
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 3
Royce Global Value Trust, Inc. 3
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 3
Staar Investment Trust 3
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 3
Ascendant Capital Management, LLC 3
Swiss Helvetia Fund, Inc. 3
Vawter Financial, Ltd. 3
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 3
SURI - Simplify Exchange Traded Funds - Simplify Propel Opportunities ETF 3
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 3
MONTX - MONETTA TRUST - Monetta Fund 3
RBNAX - Investment Managers Series Trust - Robinson Opportunistic Income Fund Class A Shares 3
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A 3
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares 3
FEDERATED CORE TRUST - High Yield Bond Portfolio 3
TIPSX - WisdomTree Digital Trust - WisdomTree TIPS Digital Fund N/A 3
Trust For Advisor Solutions 3
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares 3
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 3
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF 3
Kensington Asset Management, LLC 3
Harold Davidson & Associates Inc. 3
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 3
QMN - IndexIQ ETF Trust - IQ Hedge Market Neutral Tracker ETF 3
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 3
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares 3
Militia Capital Partners, LP 3
FSEDX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Local Currency Fund 3
TORYX - Torray Fund - The Torray Fund Torray Fund 3
Altiora Financial Group, LLC 3
Blue Oak Capital, LLC 3
WSCVX - NORTHERN LIGHTS FUND TRUST II - North Star Small Cap Value Fund Investor Class 3
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 3
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 3
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 3
Daxor Corp 3
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 3
UTRE - RBB FUND, INC. - US Treasury 3 Year Note ETF 3
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 3
USVN - RBB FUND, INC. - US Treasury 7 Year Note ETF 3
InTrack Investment Management Inc 3
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 3
Growth Portfolio 3
VVMIX - Managed Portfolio Series - Securian AM Dynamic Managed Volatility Fund Institutional Class Shares 3
Nuveen Mortgage Opportunity Term Fund 2 3
RAM Investment Partners, LLC 3
Nuveen High Income 2020 Target Term Fund 3
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 3
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 3
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund 3
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares 3
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 3