Petroleum Refining - 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
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 271
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 245
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 237
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 226
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 223
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 218
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 217
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 206
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 199
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 194
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 181
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 175
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 164
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 154
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 152
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 141
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 138
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 137
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 137
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 136
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 136
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 133
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 132
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 128
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 122
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 122
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 119
TAFTX - AMERICAN FUNDS TAX EXEMPT SERIES II / CA - Tax-Exempt Fund of California Class A 118
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 114
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 112
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 111
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 111
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 110
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 107
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 105
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 104
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 104
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 104
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 104
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 99
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 98
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 97
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 95
BCITX - American Century California Tax Free & Municipal Funds - California Intermediate-term Tax-free Bond Fund Investor Class 95
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 94
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 93
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 90
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 89
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 88
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 88
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 87
MASTER BOND LLC - Master Total Return Portfolio 87
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 86
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 86
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 86
FCTFX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Municipal Income Fund 84
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 84
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 84
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 83
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 83
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 82
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 82
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 81
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 80
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 80
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 80
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 79
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 79
NOBOX - Northern Funds - Northern Bond Index Fund 78
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 77
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 77
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 77
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 76
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 76
FKCIX - Franklin California Tax Free Trust - Franklin California Intermediate-term Tax-free Income Fund Class A1 75
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 75
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 74
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 74
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 74
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 74
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 73
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 73
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 73
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 72
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 71
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 71
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 70
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 70
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 69
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 69
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 68
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 68
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 68
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 67
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 67
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 66
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 66
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 66
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 66
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 65
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 64
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 64
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 64
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 63
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 63
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 63
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 63
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 63
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 62
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 62
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 62
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 62
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 62
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 61
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 61
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 61
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 60
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 60
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 60
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 60
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 60
Pacer Advisors, Inc. 60
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 59
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 59
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 59
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 58
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 58
BRACX - Blackrock Allocation Target Shares - Bats Series C 57
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 57
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 56
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 56
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 56
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 56
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 55
SFCIX - WELLS FARGO FUNDS TRUST - Wells Fargo California Limited-Term Tax-Free fund Class A 55
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 54
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 54
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 54
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 54
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 54
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 54
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 54
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 54
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 53
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional 53
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 53
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 52
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 52
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 52
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 52
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 51
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 51
FCAMX - Franklin Municipal Securities Trust - Franklin California High Yield Municipal Fund Class A1 51
BCHYX - American Century California Tax Free & Municipal Funds - California High-yield Municipal Fund Investor Class 51
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 51
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 51
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 50
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 50
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 49
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 49
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 49
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 49
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 49
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 49
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 48
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 48
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 48
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 47
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 47
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 47
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 47
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 47
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 47
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 47
FCSTX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Limited Term Tax-Free Bond Fund 47
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 47
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 47
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 47
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 46
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 46
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 46
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 46
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 46
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 46
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 45
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 45
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 44
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 44
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 44
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 44
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 43
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 43
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 43
SWCAX - SCHWAB INVESTMENTS - Schwab California Tax-Free Bond Fund 43
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 43
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 43
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 43
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 43
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 43
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 43
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 43
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 42
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 42
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 42
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 42
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 42
Six Circles Trust - Six Circles Global Bond Fund 42
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 41
Blackrock Core Bond Trust 41
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 41
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 41
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 41
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 41
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 41
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 41
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 41
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 41
MCFTX - MFS MUNICIPAL SERIES TRUST - MFS California Municipal Bond Fund A 41
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 41
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 41
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 41
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 41
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 40
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 40
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 40
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 40
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 40
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 40
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 40
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 40
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 40
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 40
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 40
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 40
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 39
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 39
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 39
PCTEX - PUTNAM CALIFORNIA TAX EXEMPT INCOME FUND - PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST Class A Shares 39
OPCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester California Municipal Fund Class A 39
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 39
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 39
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 39
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 39
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 39
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 39
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 39
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 39
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 38
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 38
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 38
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 38
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 38
BlackRock, Inc. 38
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 38
Jpmorgan Chase & Co 38
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 38
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 38
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 38
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 38
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 38
Citadel Advisors Llc 38
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 38
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 38
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 38
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 38
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 38
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 38
NCHAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California High Yield Municipal Bond Fund - Class A 38
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 38
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 37
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 37
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 37
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 37
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 37
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 37
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 37
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 37
Deutsche Bank Ag\ 37
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 37
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 37
FKTFX - Franklin California Tax Free Income Fund - Franklin California Tax-free Income Fund - Class A1 37
JNL SERIES TRUST - JNL Bond Index Fund (I) 37
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 37
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 37
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 37
Barclays Plc 37
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 37
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 37
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 37
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 37
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 36
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 36
Goldman Sachs Group Inc 36
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 36
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 36
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 36
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 36
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 36
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 36
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 36
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 36
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 36
Morgan Stanley 36
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 36
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 36
Susquehanna International Group, Llp 36
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 36
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 36
Geode Capital Management, Llc 36
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 36
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 36
PRXCX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price California Tax-Free Bond Fund 36
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 35
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 35
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S 35
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 35
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 35
Wells Fargo & Company/mn 35
MSCAX - MAINSTAY FUNDS TRUST - MainStay MacKay California Tax Free Opportunities Fund Class A 35
Bank Of America Corp /de/ 35
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 35
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 35
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional 35
Royal Bank Of Canada 35
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 35
UBS Group AG 35
Sonora Investment Management, LLC 35
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 35
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 35
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 35
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 34
Group One Trading, L.p. 34
Creative Planning 34
FundVantage Trust - Verplanck Balanced Fund 34
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 34
Fmr Llc 34
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 34
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 34
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF 34
LCFIX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett California Tax-Free Income Fund Class A 34
Blackrock Multi-sector Income Trust 34
LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A 34
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 34
Citigroup Inc 34
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 34
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 34
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 34
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 34
TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class 34
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 34
EACAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance California Municipal Opportunities Fund Class A 34
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 34
Millennium Management Llc 34
Simplex Trading, Llc 33
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 33
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 33
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 33
NOSGX - Northern Funds - Northern Small Cap Value Fund 33
Jane Street Group, Llc 33
SG Americas Securities, LLC 33
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 33
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 33
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 33
Blackrock Credit Allocation Income Trust 33
Blackrock Ltd Duration Income Trust 33
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 33
Ameriprise Financial Inc 33
BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund 33
Pnc Financial Services Group, Inc. 33
Bessemer Group Inc 33
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 33
Invesco Ltd. 33
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 33
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 33
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 33
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 33
Blackrock Corporate High Yield Fund, Inc. 32
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 32
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 32
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 32
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 32
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 32
Eaton Vance Ltd Duration Income Fund 32
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 32
Bank of New York Mellon Corp 32
Tower Research Capital LLC (TRC) 32
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 32
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 32
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 32
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 32
Proequities, Inc. 32
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 32
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 32
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 32
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 32
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 32
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 32
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 32
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 32
CXHYX - Voyageur Mutual Funds - Delaware National High-yield Municipal Bond Fund Class A 32
Credit Suisse Ag/ 32
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 32
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 32
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 32
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 32
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 32
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 32
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 32
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 32
Manufacturers Life Insurance Company, The 31
Sei Investments Co 31
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 31
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 31
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 31
VDAFX - VALIC Co I - Dynamic Allocation Fund 31
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 31
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 31
Oppenheimer Etf Trust 31
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 31
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 31
Hartford Mutual Funds Inc/ct 31
Tiaa-cref Funds 31
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 31
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 31
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 31
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 31
Parallax Volatility Advisers, L.P. 31
American International Group, Inc. 31
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 31
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 31
Bnp Paribas Arbitrage, Sa 31
Principal Funds Inc 31
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 31
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 31
Clear Street Markets Llc 31
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 31
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 31
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 31
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 31
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 31
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 31
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 30
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 30
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 30
LPL Financial LLC 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 30
SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A 30
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 30
Northern Trust Corp 30
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 30
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 30
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 30
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 30
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 30
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 30
Cutler Group LP 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 30
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 30
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 30
WealthPLAN Partners, LLC 30
Renaissance Technologies Llc 30
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 30
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 30
Acadian Asset Management Llc 30
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 30
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 30
Walleye Trading LLC 30
Advisor Group, Inc. 30
Stifel Financial Corp 30
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 30
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 30
Prelude Capital Management, Llc 30
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 30
Allianz Asset Management GmbH 30
Glenmede Trust Co Na 30
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 30
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 30
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 30
IFP Advisors, Inc 30
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 30
Huntington National Bank 30
Bank Of Montreal /can/ 30
College Retirement Equities Fund 30
Fifth Third Bancorp 30
PEAK6 Investments, L.P. 30
Cwm, Llc 29
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 29
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 29
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 29
Yahoo Inc 29
Russell Investments Group, Ltd. 29
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 29
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 29
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 29
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 29
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 29
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 29
First Trust Advisors Lp 29
Us Bancorp \de\ 29
Wolverine Trading, Llc 29
Virtu Financial LLC 29
Marshall Wace North America L.P. 29
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 29
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 29
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 29
Ladenburg Thalmann Financial Services Inc 29
Kcg Holdings, Inc. 29
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 29
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 29
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 29
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 29
Raymond James Financial Services Advisors, Inc. 29
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 29
Alliancebernstein L.p. 29
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 29
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 29
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 29
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 29
Marshall Wace, Llp 29
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 29
Guggenheim Capital Llc 29
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 29
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 29
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 29
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 29
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 29
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 29
Vanguard Whitehall Funds 29
Advisor Group Holdings, Inc. 29
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 29
Quantbot Technologies LP 29
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 29
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 28
Northwestern Mutual Wealth Management Co 28
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 28
HighTower Advisors, LLC 28
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 28
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 28
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 28
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 28
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 28
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 28
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 28
TRANSAMERICA FUNDS - Transamerica Core Bond I2 28
Commerzbank Aktiengesellschaft /fi 28
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 28
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 28
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 28
Spot Trading L.L.C 28
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 28
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 28
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 28
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 28
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 28
State Street Corp 28
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 28
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 28
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 28
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 28
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 28
Janney Montgomery Scott LLC 28
Arrowstreet Capital, Limited Partnership 28
FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF 28
Ubs Ag 28
FCAL - First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF 28
Steward Partners Investment Advisory, Llc 28
Jefferies Group LLC 28
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 28
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 28
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 28
MetLife Securities, Inc 28
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 27
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 27
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 27
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 27
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 27
Raymond James & Associates 27
Gsa Capital Partners Llp 27
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 27
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 27
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 27
Deere & Co 27
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 27
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 27
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 27
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 27
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 27
OLCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term California Municipal Fund Class A 27
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 27
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 27
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 27
BlackRock Institutional Trust Company, N.A. 27
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 27
Neuberger Berman Group LLC 27
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 27
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 27
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 27
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 27
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 27
Rhumbline Advisers 27
NEXT Financial Group, Inc 27
Envestnet Asset Management Inc 27
California Public Employees Retirement System 27
National Asset Management, Inc. 27
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 27
Point72 Asset Management, L.P. 26
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 26
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 26
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 26
Private Advisor Group, LLC 26
Quadrant Capital Group Llc 26
Squarepoint Ops LLC 26
Fisher Asset Management, LLC 26
Advisory Services Network, LLC 26
FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF 26
STFBX - Advisers Investment Trust - State Farm Balanced Fund 26
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 26
First Horizon Advisors, Inc. 26
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 26
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 26
Acrospire Investment Management LLC 26
Ubs Asset Management Americas Inc 26
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 26
Macquarie Group Ltd 26
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 26
AHIVX - American Century Investment Trust - High Income Fund Investor Class 26
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 26
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 26
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 26
Lazard Asset Management Llc 26
Hsbc Holdings Plc 26
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 26
SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A 26
Vanguard Group Inc 26
Voya Investment Management Llc 26
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 26
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 26
Susquehanna Fundamental Investments, Llc 26
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 26
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 26
QCVAX - Clearwater Investment Trust - Clearwater International Fund 26
Calamos Global Dynamic Income Fund 26
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 26
Hrt Financial Lp 26
HAP Trading, LLC 26
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 26
Comerica Bank 26
Verition Fund Management LLC 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 26
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 26
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 26
Wolverine Asset Management Llc 26
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 25
Zurcher Kantonalbank (Zurich Cantonalbank) 25
Two Sigma Investments, Lp 25
NumerixS Investment Technologies Inc 25
Invesco Bond Fund 25
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 25
Commonwealth Equity Services, Inc 25
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 25
SCTAX - WELLS FARGO FUNDS TRUST - Wells Fargo California Tax-Free Fund Class A 25
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 25
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 25
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 25
ALCAX - AB MUNICIPAL INCOME FUND, INC. - AB California Portfolio Class A 25
Two Sigma Advisers, Lp 25
Two Sigma Securities, Llc 25
Wellington Management Group Llp 25
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 25
CenterStar Fund, LLC 25
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 25
Claymore Exchange-traded Fund Trust 25
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 25
Captrust Financial Advisors 25
Advanced Series Trust - Ast Advanced Strategies Portfolio 25
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 25
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 25
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 25
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 25
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 25
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 25
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 25
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 25
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 25
VCSBX - VALIC Co II - Strategic Bond Fund 25
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 25
Oppenheimer & Co Inc 25
Alliancebernstein Global High Income Fund Inc 25
Franklin Resources Inc 25
PENN SERIES FUNDS INC - International Equity Fund 25
Balyasny Asset Management Llc 25
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 25
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 25
GWM Advisors LLC 25
A.R.T. Advisors, LLC 25
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 25
PEAK6 Investments LLC 25
Dimensional Fund Advisors Lp 25
Parametric Portfolio Associates Llc 25
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 25
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 25
American Century Companies Inc 25
Vanguard Specialized Funds 25
Penserra Capital Management LLC 25
Eqis Capital Management, Inc. 25
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 25
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 25
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 25
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 25
WFG Advisors, LP 25
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 25
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 25
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 24
Boothbay Fund Management, Llc 24
D.a. Davidson & Co. 24
Stratos Wealth Partners, LTD. 24
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 24
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 24
Regions Financial Corp 24
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 24
O'shaughnessy Asset Management, Llc 24
GIMFX - GMO TRUST - GMO Implementation Fund 24
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 24
Commonwealth Equity Services, Llc 24
Cambridge Investment Research Advisors, Inc. 24
Allworth Financial LP 24
Jane Street Holding, LLC 24
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 24
Cubist Systematic Strategies, LLC 24
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 24
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 24
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 24
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 24
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 24
Rafferty Asset Management, LLC 24
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 24
BlackRock Investment Management, LLC 24
Parallel Advisors, LLC 24
BlueCrest Capital Management Ltd 24
Federated Hermes, Inc. 24
Nuveen Global High Income Fund 24
Federation des caisses Desjardins du Quebec 24
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 24
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 24
Schroder Investment Management Group 24
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 24
Bluefin Trading, LLC 24
Winslow, Evans & Crocker, Inc. 24
Signaturefd, Llc 24
VCCBX - VALIC Co II - Core Bond Fund 24
CENTRAL TRUST Co 24
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 24
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 24
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 24
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 24
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 24
GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional 24
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 24
Valeo Financial Advisors, LLC 24
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 24
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 24
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 24
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 24
Paloma Partners Management Co 23
Legal & General Group Plc 23
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 23
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 23
Calamos Strategic Total Return Fund 23
Americafirst Capital Management, Llc 23
Elite Wealth Management, Inc. 23
Magnetar Financial LLC 23
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 23
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 23
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 23
Aperio Group, LLC 23
QS Investors, LLC 23
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 23
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 23
Van Eck Associates Corp 23
Six Circles Trust - Six Circles Credit Opportunities Fund 23
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 23
John Hancock Hedged Equity & Income Fund 23
MUFG Americas Holdings Corp 23
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 23
Qube Research & Technologies Ltd 23
Sofos Investments, Inc. 23
American Portfolios Advisors 23
Advisors Asset Management, Inc. 23
Plante Moran Financial Advisors, LLC 23
Financial Gravity Companies, Inc. 23
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 23
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 23
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 23
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 23
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 23
Russell Frank Co/ 23
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 23
CoreCommodity Management, LLC 23
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 23
LTCAX - THORNBURG INVESTMENT TRUST - Thornburg California Limited Term Municipal Fund - Class A 23
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 23
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 23
NACMX - COLUMBIA FUNDS SERIES TRUST - Columbia California Intermediate Municipal Bond Fund Class A 23
Trexquant Investment LP 23
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 23
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 23
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 23
Dreman Value Management, L L C 23
Brookstone Capital Management 23
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 23
Connor, Clark & Lunn Investment Management Ltd. 23
Prudential Financial Inc 23
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 23
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 23
SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A 23
Schonfeld Strategic Advisors LLC 23
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 23
Wealthspire Advisors, L.P. 23
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 23
Quantitative Investment Management, LLC 23
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 23
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 23
D. E. Shaw & Co., Inc. 23
VCAAX - VALIC Co I - Asset Allocation Fund 23
Panagora Asset Management Inc 23
AMP Capital Investors Ltd 23
Engineers Gate Manager LP 23
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 23
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 23
Nomura Holdings Inc 23
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 22
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 22
Sigma Planning Corp 22
Natixis 22
Financial Architects, Inc 22
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 22
Vanguard Horizon Funds 22
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 22
Airain ltd 22
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 22
Berman Capital Advisors, LLC 22
Benjamin F. Edwards & Company, Inc. 22
Walleye Capital LLC 22
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 22
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 22
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 22
Css Llc/il 22
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 22
DMUSX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Intermediate Fund Class A 22
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 22
Global Income Builder Portfolio - Global Income Builder Portfolio 22
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 22
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 22
PDT Partners, LLC 22
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 22
Key Group Holdings (cayman), Ltd. 22
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 22
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 22
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 22
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 22
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 22
People's United Financial, Inc. 22
CIBC Private Wealth Group, LLC 22
Leuthold Group, Llc 22
IMC-Chicago, LLC 22
Keybank National Association/oh 22
Dynamic Technology Lab Private Ltd 22
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 22
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 22
Global Retirement Partners, LLC 22
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 22
Ing Groep Nv 22
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 22
U S Global Investors Inc 22
Castleark Management Llc 22
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 22
Oxford Asset Management Llp 22
Sandy Spring Bank 22
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 22
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 22
Cetera Advisor Networks LLC 22
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 22
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 22
Parkside Financial Bank & Trust 22
Vident Investment Advisory, LLC 22
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 22
United Capital Financial Advisers, Llc 22
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 22
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares 22
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 22
Mirae Asset Global Investments Co., Ltd. 22
Mariner, LLC 22
Suntrust Banks Inc 22
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 22
Cushing Asset Management, Lp 22
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 22
FineMark National Bank & Trust 22
Victory Capital Management Inc 22
Spot Trading L.l.c. 22
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 22
Capital Fund Management S.a. 22
BlackRock Fund Advisors 22
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 22
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 22
Price T Rowe Associates Inc /md/ 22
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 22
Aqr Capital Management Llc 22
Campbell & CO Investment Adviser LLC 22
DVTAX - Voyageur Mutual Funds - Delaware Tax-free California Fund Class A 22
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 22
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 22
Stevens Capital Management Lp 22
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 22
BlackRock Advisors LLC 22
Great West Life Assurance Co /can/ 22
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 22
Oppenheimer Variable Account Funds 22
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 22
Axa S.a. 22
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 22
IHT Wealth Management, LLC 22
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 22
Charles Schwab Investment Management Inc 22
Cetera Investment Advisers 22
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 21
Tocqueville Asset Management L.p. 21
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 21
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional 21
Advantage Investment Management, Llc 21
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 21
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 21
DekaBank Deutsche Girozentrale 21
Thrivent Financial For Lutherans 21
Synovus Financial Corp 21
Blair William & Co/il 21
Jump Financial, LLC 21
SRS Capital Advisors, Inc. 21
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 21
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 21
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 21
Hbk Investments L P 21
Global X Management CO LLC 21
Blackrock Debt Strategies Fund, Inc. 21
Advanced Series Trust - Ast High Yield Portfolio 21
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 21
Toronto Dominion Bank 21
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 21
Credit Agricole S A 21
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 21
Ubs Oconnor Llc 21
NOFIX - Northern Funds - Northern Fixed Income Fund 21
Invictus RG Pte. Ltd. 21
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 21
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 21
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 21
Catalyst Capital Advisors LLC 21
Quadrature Capital Ltd 21
Blackrock Muniholdings California Quality Fund, Inc. 21
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 21
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 21
Mckinley Capital Management Llc /delaware 21
Paradigm Asset Management Co Llc 21
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 21
Glassman Wealth Services 21
Janus Henderson Group Plc 21
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 21
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 21
Jfs Wealth Advisors, Llc 21
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 21
Vantagepoint Funds 21
Gradient Investments LLC 21
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 21
Driehaus Capital Management Llc 21
Assetmark, Inc 21
ATFAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Limited Term Municipal Income Class A 21
Fiera Capital Corp 21
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 21
Laurion Capital Management LP 21
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 21
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 21
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 21
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 21
Ameritas Investment Corp 21
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 21
Voloridge Investment Management, Llc 21
Raymond James Financial Inc 21
Farmers & Merchants Investments Inc 21
JNBA Financial Advisors 21
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 21
FNY Investment Advisers, LLC 21
Rational Advisors Llc 21
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 21
Harbour Investments, Inc. 21
Rockefeller Capital Management L.P. 21
XTX Topco Ltd 21
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 21
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 21
Managed Account Advisors Llc 21
Caption Management, LLC 21
Private Trust Co Na 21
Mackenzie Financial Corp 21
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 21
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 21
Man Group plc 21
CIBC World Markets Inc. 21
Seacrest Wealth Management, Llc 21
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 21
Nuveen Asset Management, LLC 21
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 21
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 21
New York State Common Retirement Fund 21
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 21
Sunbelt Securities, Inc. 21
Nine Chapters Capital Management LLC 21
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 21
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 21
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 21
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 21
Atria Investments Llc 21
SRTMX - SMA RELATIONSHIP TRUST - Series M 21
Fox Run Management, L.l.c. 21
Jefferies Financial Group Inc. 21
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 21
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 21
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 20
PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z 20
Weiss Multi-Strategy Advisers LLC 20
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 20
OMERS ADMINISTRATION Corp 20
Optimum Investment Advisors 20
Brookfield Asset Management Inc. 20
Wunderlich Securities, Inc. 20
Alps Advisors Inc 20
Moors & Cabot, Inc. 20
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 20
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 20
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 20
FEDERATED CORE TRUST - Emerging Markets Core Fund 20
SAC Capital Advisors LP 20
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 20
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 20
Nuveen California Quality Municipal Income Fund 20
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 20
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 20
Jones Financial Companies Lllp 20
Clark Capital Management Group, Inc. 20
Forum Funds 20
Highbridge Capital Management Llc 20
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 20
Cresset Asset Management, LLC 20
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 20
State Farm Mutual Fund Trust 20
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 20
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 20
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 20
Cetera Advisors LLC 20
TCI Wealth Advisors, Inc. 20
Truist Financial Corp 20
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 20
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 20
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 20
Howe & Rusling Inc 20
Clearbridge Investments, LLC 20
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 20
Grantham, Mayo, Van Otterloo & Co. LLC 20
Enterprise Financial Services Corp 20
BlackRock ETF Trust II - BlackRock Flexible Income ETF 20
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 20
Hennessy Advisors Inc 20
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 20
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 20
Commonwealth Bank Of Australia 20
Cullen/frost Bankers, Inc. 20
Navellier & Associates Inc 20
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 20
Baird Financial Group, Inc. 20
VTL Associates, LLC 20
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 20
Ellington Management Group Llc 20
Sumitomo Mitsui Trust Holdings, Inc. 20
Shell Asset Management Co 20
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 20
Brown Brothers Harriman & Co 20
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 20
Umb Bank N A/mo 20
Barings Llc 20
National Bank Of Canada /fi/ 20
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 20
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 20
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 20
Emerald Acquisition Ltd. 20
Tiaa Cref Investment Management Llc 20
Teachers Advisors, Llc 20
FDx Advisors, Inc. 20
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 20
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 20
VGLSX - VALIC Co I - Global Strategy Fund 20
Pinnacle Summer Investments, Inc. 20
Polar Asset Management Partners Inc. 20
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 20
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 20
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 20
AdvisorNet Financial, Inc 20
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 20
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 20
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 20
Bokf, Na 20
Hillsdale Investment Management Inc. 20
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 20
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 20
Graham Capital Management, L.P. 20
Nationwide Fund Advisors 20
BlackRock Group LTD 20
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 20
Teachers Retirement System Of The State Of Kentucky 20
First Republic Investment Management, Inc. 20
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 20
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 20
Geneos Wealth Management Inc. 20
Tfs Capital Investment Trust 20
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 20
National Planning Corp 20
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 20
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 20
Caxton Associates Lp 20
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 20
First Allied Advisory Services, Inc. 20
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 20
Whittier Trust Co 19
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 19
GAM Holding AG 19
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 19
BlackRock Capital Allocation Trust 19
Strs Ohio 19
Princeton Alpha Management LP 19
Westport Resources Management Inc 19
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 19
Spire Wealth Management 19
Westpac Banking Corp 19
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 19
State of Wyoming 19
Mercer Global Advisors Inc /adv 19
TACAX - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND Class A 19
Principal Financial Group Inc 19
First New York Securities Llc /ny 19
Hudson Bay Capital Management LP 19
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 19
Cambria Investment Management, L.P. 19
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 19
Farther Finance Advisors, LLC 19
Nuveen Multi-Asset Income Fund 19
Meeder Asset Management Inc 19
Smith Asset Management Group Lp 19
Prestige Wealth Management Group LLC 19
Principal Securities, Inc. 19
Bb&t Securities, Llc 19
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 19
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 19
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 19
Gabelli Funds Llc 19
Swiss National Bank 19
Cornerstone Planning Group LLC 19
Nisa Investment Advisors, Llc 19
M&t Bank Corp 19
NorthCoast Asset Management LLC 19
Wedbush Securities Inc 19
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 19
Old National Bancorp /in/ 19
Norges Bank 19
Toroso Investments, LLC 19
Warren Averett Asset Management, LLC 19
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 19
ExodusPoint Capital Management, LP 19
Integral Derivatives, LLC 19
Massachusetts Financial Services Co /ma/ 19
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 19
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 19
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 19
Sanctuary Wealth Advisors, LLC 19
State Of Wisconsin Investment Board 19
Orion Portfolio Solutions, LLC 19
Natixis Advisors, L.p. 19
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 19
Bridgeway Capital Management Inc 19
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 19
First Mercantile Trust Co 19
Skandinaviska Enskilda Banken AB (publ) 19
Blackstone / Gso Strategic Credit Fund 19
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 19
International Assets Investment Management, Llc 19
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 19
Calamos Global Total Return Fund 19
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 19
Centiva Capital, LP 19
Trust Co Of Vermont 19
Hanseatic Management Services Inc 19
Healthcare Of Ontario Pension Plan Trust Fund 19
Oregon Public Employees Retirement Fund 19
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 19
Sowell Financial Services LLC 19
Invesco California Value Municipal Income Trust 19
VCCCX - VALIC Co I - Capital Conservation Fund 19
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 19
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 19
Gts Securities Llc 19
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 19
AAMBX - THRIVENT MUTUAL FUNDS - Thrivent Municipal Bond Fund Class A 19
CLMPX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic California Municipal Income Fund Class A 19
Regal Investment Advisors LLC 19
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 19
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 19
CoreCap Advisors, LLC 19
Seven Eight Capital, Lp 19
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 19
Rehmann Capital Advisory Group 19
Brandywine Global Investment Management, LLC 19
ETRADE Capital Management LLC 19
Reilly Financial Advisors, Llc 19
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 19
Centaurus Financial, Inc. 19
HITE Hedge Asset Management LLC 19
Carroll Financial Associates, Inc. 19
Salem Investment Counselors Inc 19
Evercore Wealth Management, LLC 19
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 19
Lindbrook Capital, Llc 19
TAMUX - TRANSAMERICA FUNDS - Transamerica Intermediate Muni A 19
Tudor Investment Corp Et Al 19
Sawtooth Solutions, LLC 19
Public Employees Retirement System Of Ohio 19
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 19
Oppenheimer Global Strategic Income Fund 19
DRW Securities, LLC 19
Putnam Investments Llc 19
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 19
Nomura Asset Management Co Ltd 19
Tfs Capital Llc 19
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 19
Convergence Investment Partners, LLC 19
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 19
Ameritas Investment Partners, Inc. 19
Crossmark Global Holdings, Inc. 19
LMR Partners LLP 19
Mml Investors Services, Llc 19
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 19
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 19
First Manhattan Co 19
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 19
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 19
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 19
DRCAX - BNY MELLON CALIFORNIA AMT-FREE MUNICIPAL BOND FUND, INC. - BNY Mellon California AMT-Free Municipal Bond Fund, Inc. Class Z 19
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 19
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 19
Veritable, L.P. 19
Proficio Capital Partners LLC 19
ClariVest Asset Management LLC 19
Bayesian Capital Management, LP 19
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 19
Capstone Investment Advisors, Llc 19
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 19
EverSource Wealth Advisors, LLC 19
Td Asset Management Inc 19
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 19
MBOVX - M FUND INC - M Large Cap Value Fund 19
Neuberger Berman Intermediate Municipal Fund Inc 19
SIR Capital Management, L.P. 18
Chicago Partners Investment Group LLC 18
Perigon Wealth Management, LLC 18
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 18
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 18
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 18
Alberta Investment Management Corp 18
Timber Hill LLC 18
Aigen Investment Management, Lp 18
Money Concepts Capital Corp 18
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 18
Weiss Strategic Interval Fund 18
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 18
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 18
Whittier Trust Co Of Nevada Inc 18
1832 Asset Management L.P. 18
Jpmorgan Trust Iii 18
FinTrust Capital Advisors, LLC 18
Boston Private Wealth Llc 18
Wealth Enhancement Advisory Services, Llc 18
Massmutual Trust Co Fsb/adv 18
Quantitative Systematic Strategies LLC 18
Cushing Renaissance Fund 18
World Asset Management Inc 18
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 18
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 18
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 18
San Francisco Sentry Investment Group (ca) 18
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 18
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 18
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 18
Sheaff Brock Investment Advisors, LLC 18
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 18
Loomis Sayles & Co L P 18
Sei Trust Co 18
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 18
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 18
CLFCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco California Tax-free Income Fund Class C 18
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 18
L & S Advisors Inc 18
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 18
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 18
Advisor Partners Llc 18
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 18
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 18
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 18
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 18
United Services Automobile Association 18
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 18
Canada Pension Plan Investment Board 18
Point72 Hong Kong Ltd 18
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 18
MAI Capital Management 18
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 18
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 18
Newbridge Financial Services Group, Inc. 18
CPSIX - Unified Series Trust - Fci Bond Fund 18
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 18
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 18
Six Circles Trust - Six Circles Tax Aware Bond Fund 18
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 18
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 18
Mason Street Advisors, Llc 18
Kestra Advisory Services, LLC 18
Kistler-Tiffany Companies, LLC 18
Oppenheimer Asset Management Inc. 18
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 18
Hudock, Inc. 18
SDHAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A 18
Insight Select Income Fund 18
Clinton Group Inc 18
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 18
We Are One Seven, LLC 18
LTMFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Municipal Fund - Class A 18
Knight Capital Group, Inc. 18
Sterling Capital Management LLC 18
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 18
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 18
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 18
Boston Partners 18
VCBDX - VALIC Co I - Core Bond Fund 18
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 18
PRFHX - T. Rowe Price Tax-Free High Yield Fund, Inc. - T. Rowe Price Tax-Free High Yield Fund, Inc. 18
Eaton Vance Management 18
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 18
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 18
Gotham Asset Management, LLC 18
Burney Co/ 18
Belpointe Asset Management LLC 18
Symphony Asset Management Llc 18
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 18
Prospera Financial Services Inc 18
Analytic Investors, LLC 18
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 18
Zions Bancorporation 18
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 18
Edge Wealth Management LLC 18
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 18
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 18
TD Waterhouse Canada Inc. 18
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 18
Stephens Inc /ar/ 18
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 18
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 18
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 18
Liberty Mutual Group Asset Management Inc. 18
Graticule Asia Macro Advisors LLC 18
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 18
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 18
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 18
DMTFX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Fund Class A 18
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 18
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 18
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 18
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 18
Oppenheimer Funds Inc 18
Amundi Pioneer Asset Management Inc 18
Ontario Teachers Pension Plan Board 18
DAVENPORT & Co LLC 18
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 18
CIBC Asset Management Inc 18
New England Securities Corp /MA/ 18
Ajo, Lp 18
Bank Of Nova Scotia 18
James Investment Research Inc 18
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 18
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 18
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 18
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 17
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 17
QCM Cayman, Ltd. 17
Freestone Capital Holdings, LLC 17
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 17
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 17
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 17
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 17
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 17
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 17
Karp Capital Management Corp 17
Nuveen California Amt-free Quality Municipal Income Fund 17
Profund Advisors Llc 17
FORA Capital, LLC 17
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 17
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 17
Waddell & Reed Financial Inc 17
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 17
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 17
Ridgeworth Funds 17
Capital Wealth Planning, LLC 17
Schubert & Co 17
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 17
VANGUARD CMT FUNDS - Vanguard Municipal Low Duration Fund 17
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 17
State Farm Variable Product Trust 17
Elkfork Partners LLC 17
Alyeska Investment Group, L.P. 17
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 17
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 17
Northern Trust Co Of Connecticut 17
Visium Asset Management, LP 17
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 17
Picton Mahoney Asset Management 17
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 17
DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z 17
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 17
Ci Investments Inc. 17
Hexagon Capital Partners LLC 17
Numeric Investors Llc 17
Ergoteles LLC 17
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 17
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 17
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 17
Cable Hill Partners, LLC 17
AE Wealth Management LLC 17
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 17
Aventail Capital Group, LP 17
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 17
High Income Opportunities Portfolio - High Income Opportunities Portfolio 17
Hancock Whitney Corp 17
Baird Robert W & Co Inc /wi/ 17
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 17
Asset Management One Co., Ltd. 17
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 17
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 17
Blackstone / Gso Long-short Credit Income Fund 17
Virtus Global Dividend & Income Fund Inc. 17
Checchi Capital Advisers, LLC 17
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 17
ARGI Investment Services, LLC 17
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 17
Ausdal Financial Partners, Inc. 17
Motco 17
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 17
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 17
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 17
Gemmer Asset Management LLC 17
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 17
Brown Advisory Inc 17
Landscape Capital Management, L.l.c. 17
Y-Intercept (Hong Kong) Ltd 17
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 17
Tucker Asset Management Llc 17
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 17
Coastal Investment Advisors, Inc. 17
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 17
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 17
First Hawaiian Bank 17
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 17
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 17
Viking Fund Management Llc 17
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 17
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 17
Encompass Capital Advisors LLC 17
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 17
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 17
Thompson Siegel & Walmsley Llc 17
California State Teachers Retirement System 17
BNP Paribas Asset Management Holding S.A. 17
Capstone Asset Management Co 17
Texas Yale Capital Corp. 17
Smithfield Trust Co 17
Krilogy Financial LLC 17
Element Capital Management Llc 17
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 17
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 17
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 17
KBC Group NV 17
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 17
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 17
Private Capital Group, LLC 17
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 17
Headlands Technologies LLC 17
Capital Advisors, Ltd. LLC 17
CastleArk Alternatives, LLC 17
Compagnie Lombard Odier SCmA 17
Evergreen Capital Management Llc 17
First Citizens Bank & Trust Co 17
ACTHX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco High Yield Municipal Fund Class A 17
Johnson Financial Group, Inc. 17
CWM Advisors, LLC 17
Transamerica Financial Advisors, Inc. 17
Wexford Capital Lp 17
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 17
SRCMX - PRINCIPAL FUNDS INC - California Municipal Fund Class A 17
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 17
Arosa Capital Management LP 17
Mv Capital Management, Inc. 17
Citizens Financial Group Inc/ri 17
Riverhead Capital Management Llc 17
Algert Global Llc 17
Public Sector Pension Investment Board 17
Hoxton Financial, Inc. 17
Advent Capital Management /de/ 17
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 17
Icon Wealth Partners, LLC 17
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 17
Sculptor Capital LP 17
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 17
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 17
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 17
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 17
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 17
Mutual Advisors, LLC 17
Icon Advisers Inc/co 17
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 17
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 17
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 17
State Board Of Administration Of Florida Retirement System 17
Advocacy Wealth Management Services, LLC 17
Societe Generale 17
Metropolitan Life Insurance Co/ny 17
Tortoise Capital Advisors, L.l.c. 17
Front Row Advisors LLC 17
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 17
CenterStar Asset Management, LLC 17
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 17
Yorktown Management & Research Co Inc 17
Flagship Harbor Advisors, Llc 17
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 17
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 17
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 17
Cornerstone Advisors, Inc. 17
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 17
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 17
Petrus Trust Company, LTA 17
Twin Tree Management, LP 17
State of Tennessee, Treasury Department 17
LS Investment Advisors, LLC 17
Nordea Investment Management Ab 17
Tcw Strategic Income Fund Inc 17
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 17
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 17
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 17
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 17
Kanaly Trust Co 17
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 17
PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A 17
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 17
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 17
Neuberger Berman California Intermediate Municipal Fund Inc 16
Ashton Thomas Private Wealth, LLC 16
GAMMA Investing LLC 16
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 16
Independent Portfolio Consultants, Inc. 16
HYLD - Exchange Listed Funds Trust - High Yield ETF 16
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 16
Cowen Group, Inc. 16
Regentatlantic Capital Llc 16
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 16
Aviva Plc 16
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 16
Index Management Solutions, LLC 16
Focused Wealth Management, Inc 16
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 16
Skopos Labs, Inc. 16
GPS Wealth Strategies Group, LLC 16
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 16
Tradeworx Inc. 16
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 16
Mark Sheptoff Financial Planning, Llc 16
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 16
Ameritas Advisory Services, LLC 16
Vantage Investment Advisors, LLC 16
Peak6 Llc 16
Alpine Global Management, LLC 16
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 16
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 16
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 16
Thompson Davis & Co., Inc. 16
Cornerstone Wealth Management, LLC 16
Amundi 16
Stonebridge Capital Advisors LLC 16
Brewin Dolphin Ltd 16
Larson Financial Group LLC 16
Placemark Investments, Inc. 16
Advisors Preferred, LLC 16
Manning & Napier Advisors Llc 16
First Eagle Investment Management, LLC 16
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 16
Ellevest, Inc. 16
APG Asset Management N.V. 16
Investors Research Corp 16
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 16
BlackRock Japan Co. Ltd 16
Quantamental Technologies LLC 16
NatWest Group plc 16
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 16
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 16
PineBridge Investments, L.P. 16
LSMSX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series TF Fund 16
Fuller & Thaler Asset Management, Inc. 16
Legg Mason Investment Counsel, LLC 16
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 16
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 16
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 16
Pathstone Family Office, Llc 16
Resources Investment Advisors, LLC. 16
Ronald Blue Trust, Inc. 16
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 16
GGBFX - GuideStone Funds - Global Bond Fund Investor 16
EverPoint Asset Management, LLC 16
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 16
Hutchin Hill Capital, LP 16
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 16
Pnc Funds 16
Rs Variable Products Trust 16
Ancora Advisors, LLC 16
Jennison Associates Llc 16
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 16
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 16
Gamco Global Gold, Natural Resources & Income Trust 16
ORG Partners LLC 16
Shelton Capital Management 16
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 16
Gamco Natural Resources, Gold & Income Trust 16
Trustcore Financial Services, Llc 16
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 16
Formidable Asset Management, LLC 16
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 16
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 16
Colony Group Llc 16
Us Global Investors Funds 16
BTG Pactual Global Asset Management Ltd 16
IndexIQ Advisors LLC 16
Vestcor Inc 16
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 16
Fieldpoint Private Securities, LLC 16
Mfs Charter Income Trust 16
Raymond James Trust N.a. 16
PBCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 6 - PGIM CALIFORNIA MUNI INCOME FUND Class A 16
Wetherby Asset Management Inc 16
Edmond De Rothschild Holding S.a. 16
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 16
Assenagon Asset Management S.A. 16
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 16
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 16
Winfield Associates, Inc. 16
Todd Asset Management Llc 16
Boston Advisors Llc 16
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 16
Bogart Wealth, LLC 16
Lord, Abbett & Co. Llc 16
Cadence Capital Management Llc 16
Claro Advisors LLC 16
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 16
WealthTrust Fairport, LLC 16
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 16
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 16
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 16
WealthTrust-Arizona, LLC 16
Calamos Convertible Opportunities & Income Fund 16
Great Lakes Advisors, Llc 16
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 16
Stephens Consulting, LLC 16
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 16
Calamos Convertible & High Income Fund 16
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio 16
First Quadrant L P/ca 16
Calamos Long/Short Equity & Dynamic Income Trust 16
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 16
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 16
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 16
Breton Hill Capital Ltd. 16
CSat Investment Advisory, L.P. 16
Cerity Partners LLC 16
Strategic Global Advisors, LLC 16
Venturi Wealth Management, LLC 16
Advisor Resource Council 16
PointState Capital LP 16
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 16
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 16
BlackRock Credit Strategies Fund 16
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 16
MML Series Investment Fund II - MML High Yield Fund Class II 16
Valley National Advisers Inc 16
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 16
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 16
Old Mutual Customised Solutions (proprietary) Ltd 16
Teacher Retirement System Of Texas 16
Hartford Series Fund Inc 16
Bluefin Capital Management, Llc 16
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 16
Commerce Bank 16
Qs Batterymarch Financial Management, Inc 16
First Interstate Bank 16
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 16
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 16
Eagle Asset Management Inc 16
Snowden Capital Advisors LLC 16
Stanley-Laman Group, Ltd. 16
Capital Investment Advisory Services, LLC 16
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 16
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 16
J. Goldman & Co LP 16
JustInvest LLC 16
Creative Financial Designs Inc /adv 16
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 16
Hartland & Co., LLC 16
Yaupon Capital Management LP 16
McIlrath & Eck, LLC 16
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 16
Spirit Of America Management Corp/ny 16
Avantax Planning Partners, Inc. 16
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 16
First American Bank 16
Atlas Capital Advisors Llc 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 16
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 16
Tradewinds Capital Management, LLC 16
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 16
Lsv Asset Management 16
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 16
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 16
Cribstone Capital Management, LLC 16
Brinker Capital Investments, LLC 16
TIMOTHY PLAN - Timothy Strategic Variable 16
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 16
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 16
Ground Swell Capital, LLC 16
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 16
Mitsubishi UFJ Trust & Banking Corp 16
Old Mission Capital Llc 16
Schonfeld Group Holdings LLC 16
Bridgewater Associates, LP 16
Moore Capital Management, Lp 16
FNY Managed Accounts LLC 16
Ssga Master Trust 16
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 16
Scotia Capital Inc. 16
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 16
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 16
Western Asset Managed Municipals Fund Inc. 16
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 16
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 16
Arkadios Wealth Advisors 16
Gupta Wealth Management LLC 16
BDO Wealth Advisors, LLC 16
Tompkins Financial Corp 16
Capital Guardian Trust Co 16
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 16
Summit Trail Advisors, Llc 16
ProShare Advisors LLC 16
Allianzgi Diversified Income & Convertible Fund 16
Macroview Investment Management Llc 16
Winton Capital Group Ltd 16
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 16
MetLife Investment Management, LLC 16
Trust Department Mb Financial Bank N A 16
Hl Financial Services Llc 16
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 16
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 16
CAPROCK Group, Inc. 16
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 16
Assured Investment Management LLC 16
Financial Advocates Investment Management 16
Cibc World Markets Corp 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 16
Clough Capital Partners L P 16
Patriot Financial Group Insurance Agency, LLC 16
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 16
HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 16
CX Institutional 16
Westside Investment Management, Inc. 16
Pine River Capital Management L.P. 16
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 16
Verus Capital Partners, Llc 16
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 15
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 15
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 15
Denali Advisors Llc 15
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 15
Bartlett & Co. LLC 15
BRYN MAWR TRUST Co 15
Candriam Luxembourg S.C.A. 15
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 15
Wealthcare Capital Management Llc 15
Washington Trust Bank 15
Weaver Consulting Group 15
Agf Investments Inc. 15
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 15
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 15
NCAAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Municipal Bond Fund - Class A 15
Pictet Asset Management Holding SA 15
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 15
Vident Advisory, LLC 15
Coldstream Capital Management Inc 15
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 15
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 15
Thomas White International Ltd 15
Institutional & Family Asset Management, Llc 15
Rs Investment Trust 15
Guardian Capital Lp 15
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 15
PDSAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Short Duration Muni High Income Fund Class A 15
BNP Paribas Investment Partners S.A. 15
TPH Asset Management, LLC 15
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 15
SpiderRock Trading LLC 15
VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A 15
Maverick Capital Ltd 15
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 15
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 15
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 15
Greenleaf Trust 15
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 15
Exane Derivatives 15
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 15
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 15
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 15
Quantinno Capital Management LP 15
GV Financial Advisors 15
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 15
Cipher Capital LP 15
Horizon Investments, LLC 15
Spark Investment Management LLC 15
HHM Wealth Advisors, LLC 15
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 15
Coppell Advisory Solutions LLC 15
Townsquare Capital Llc 15
Blueshift Asset Management, LLC 15
Carlson Capital L P 15
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 15
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 15
South Dakota Investment Council 15
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 15
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 15
Highlander Capital Management, LLC 15
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 15
Earnest Partners Llc 15
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 15
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 15
Migdal Insurance & Financial Holdings Ltd. 15
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 15
RidgeWorth Capital Management LLC 15
K2 Principal Fund, L.p. 15
Cornerstone Capital Management Holdings Llc. 15
Silvercrest Asset Management Group Llc 15
BSBAX - Northern Funds - Northern Short Bond Fund 15
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 15
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 15
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 15
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 15
Mount Yale Investment Advisors, LLC 15
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 15
FIL Ltd 15
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 15
Blackrock Multi-sector Opportunities Trust 15
Quad-Cities Investment Group, LLC 15
CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class 15
Dupont Capital Management Corp 15
Stifel Nicolaus & Co Inc \mo\ 15
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 15
King Luther Capital Management Corp 15
Integrated Wealth Concepts LLC 15
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 15
North Star Investment Management Corp. 15
CI Private Wealth, LLC 15
Johnson Investment Counsel Inc 15
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 15
Versant Capital Management, Inc 15
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 15
Financial Management Professionals, Inc. 15
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 15
Foresters Investment Management Company, Inc. 15
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 15
AHL Partners LLP 15
Koshinski Asset Management, Inc. 15
Harel Insurance Investments & Financial Services Ltd. 15
OWCAX - OLD WESTBURY FUNDS INC - Old Westbury California Municipal Bond Fund 15
Fulton Bank, N.a. 15
GeoSphere Capital Management 15
Covington Capital Management 15
Pin Oak Investment Advisors Inc 15
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 15
One Wealth Advisors, LLC 15
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 15
Avestar Capital, LLC 15
Banco de Sabadell, S.A 15
Salient Capital Advisors, LLC 15
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 15
Meridian Wealth Partners, LLC 15
Virginia Retirement Systems Et Al 15
Holocene Advisors, LP 15
Balentine LLC 15
RHJ International SA 15
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 15
Frontier Wealth Management LLC 15
Kiley Juergens Wealth Management, Llc 15
CCMPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Municipal Fund Share class 15
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 15
Boston Private Bank & Trust Co 15
Systematic Financial Management Lp 15
Delpha Capital Management, Llc 15
Pinnacle Wealth Planning Services, Inc. 15
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 15
Arizona State Retirement System 15
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 15
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 15
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 15
Jacobs Levy Equity Management, Inc 15
Harbor Investment Advisory, Llc 15
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 15
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 15
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 15
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 15
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 15
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 15
Ensign Peak Advisors, Inc 15
Capital Analysts, Inc. 15
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 15
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 15
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 15
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 15
Adams Asset Advisors, LLC 15
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 15
Virtus ETF Advisers LLC 15
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 15
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 15
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 15
NewSquare Capital LLC 15
Segment Wealth Management, LLC 15
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 15
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 15
Edgestream Partners, L.P. 15
USCBX - USAA MUTUAL FUNDS TRUST - California Bond Fund Shares 15
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 15
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 15
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 15
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 15
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 15
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 15
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 15
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 15
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 15
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 15
GLG Partners LP 15
Procyon Private Wealth Partners, LLC 15
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 15
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 15
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 15
Soros Fund Management Llc 15
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 15
Glen Eagle Advisors, LLC 15
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 15
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 15
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 15
Allspring Global Investments Holdings, LLC 15
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 15
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 15
FNY Partners Fund LP 15
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series V Portfolio 15
XHYE - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Energy Sector ETF 15
AGF Investments LLC 15
Voya Global Advantage & Premium Opportunity Fund 15
JJJ Advisors Inc. 15
Vanguard World Fund 15
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 15
Meridian Wealth Management, LLC 15
Connor Clark & Lunn Investment Management Ltd 15
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 15
StoneX Group Inc. 15
Lee Financial Co 15
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 15
Atria Wealth Solutions, Inc. 15
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 15
Independent Advisor Alliance 15
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 15
Man Investments Ltd 15
Tcwp Llc 15
Glen Harbor Capital Management LLC 15
Highstreet Asset Management Inc. 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 15
FEDERATED CORE TRUST - High Yield Bond Portfolio 15
SWNTX - SCHWAB INVESTMENTS - Schwab Tax-Free Bond Fund 15
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 15
Amalgamated Bank 15
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 15
Yousif Capital Management, Llc 15
Franklin Templeton International Trust 15
Mosaic Family Wealth, LLC 15
New York State Teachers Retirement System 15
Leavell Investment Management, Inc. 15
PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund 15
HighPoint Advisor Group LLC 15
Wealthcare Advisory Partners LLC 15
Guggenheim Strategic Opportunities Fund 15
City Holding Co 15
Delta Asset Management Llc/tn 15
Moody National Bank Trust Division 15
Zweig-DiMenna Associates LLC 15
Chevy Chase Trust Holdings, Inc. 15
MQS Management LLC 15
Oakworth Capital, Inc. 15
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 15
Bell Investment Advisors, Inc 15
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 15
First Financial Corp /in/ 15
Blackrock Energy & Resources Trust 15
Contravisory Investment Management, Inc. 15
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 15
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 15
Baystate Wealth Management LLC 15
Covestor Ltd 15
Global X Funds 15
Evoke Wealth, Llc 15
Avion Wealth 15
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 15
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 15
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 15
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 15
ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class 15
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 15
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 15
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 15
Tradition Wealth Management, LLC 15
Key FInancial Inc 14
Tfo-tdc, Llc 14
Rodgers Brothers Inc. 14
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 14
Clough Global Dividend & Income Fund 14
Eagle Global Advisors Llc 14
Campbell Multi-strategy Trust 14
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 14
MTBAX - MAINSTAY FUNDS - MainStay MacKay Tax Free Bond Fund Class A 14
IWV - iSHARES TRUST - iShares Russell 3000 ETF 14
Spring Creek Capital Llc 14
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 14
Janney Capital Management LLC 14
Bluestein R H & Co 14
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 14
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 14
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 14
IXC - iSHARES TRUST - iShares Global Energy ETF 14
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 14
J.w. Cole Advisors, Inc. 14
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 14
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 14
Vigilant Capital Management, LLC 14
Apriem Advisors 14
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 14
USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A 14
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 14
Weiss Asset Management LP 14
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 14
Wealth Quarterback LLC 14
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 14
URTH - iShares, Inc. - iShares MSCI World ETF 14
Ab Pooling Portfolios 14
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 14
STXAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Municipal High Income Fund Class A 14
Barrow Hanley Mewhinney & Strauss Llc 14
MOTMX - BNY MELLON FUNDS TRUST - BNY Mellon Municipal Opportunities Fund Class M 14
Winch Advisory Services, LLC 14
Vanguard Index Funds 14
Wilbanks Smith & Thomas Asset Management Llc 14
Horizon Kinetics LLC 14
Caisse De Depot Et Placement Du Quebec 14
SOUTH STATE Corp 14
Manning & Napier Group, LLC 14
Calton & Associates, Inc. 14
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 14
I.g. Investment Management, Ltd. 14
Arrow Financial Corp 14
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 14
Transce3nd, LLC 14
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 14
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 14
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 14
RFP Financial Group LLC 14
Exchange Traded Concepts, Llc 14
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 14
Transamerica Partners Portfolios 14
Squar Milner Financial Services Llc 14
Tibra Equities Europe Ltd 14
Legacy Financial Advisors, Inc. 14
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 14
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 14
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 14
WASHINGTON TRUST Co 14
American National Insurance Co /tx/ 14
Moneta Group Investment Advisors Llc 14
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 14
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 14
Mfs Multimarket Income Trust 14
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 14
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 14
Caitong International Asset Management Co., Ltd 14
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 14
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 14
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 14
Bellwether Investment Group, LLC 14
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 14
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 14
Sound Income Strategies, LLC 14
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 14
Measured Wealth Private Client Group, LLC 14
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 14
Ritholtz Wealth Management 14
Arden Investment Series Trust 14
Kempen Capital Management N.v. 14
Brevan Howard Capital Management LP 14
Absolute Return Capital, LLC 14
Brinker Capital Inc 14
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 14
Inscription Capital, LLC 14
Azzad Asset Management Inc /adv 14
Piedmont Investment Advisors Llc 14
Prime Capital Investment Advisors, LLC 14
Alpha Windward Llc 14
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 14
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 14
Martingale Asset Management L P 14
Wagner Wealth Management, Llc 14
Fruth Investment Management 14
Community Bank, N.A. 14
Menta Capital Llc 14
Northwestern Mutual Investment Management Company, Llc 14
Employees Retirement System of Texas 14
Aviance Capital Management, Llc 14
BlackRock ETF Trust II - BlackRock Total Return ETF 14
Strategic Wealth Partners, Ltd. 14
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 14
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity 14
Janus Capital Management Llc 14
Blackrock Resources & Commodities Strategy Trust 14
Adage Capital Partners Gp, L.l.c. 14
Wealthfront Inc 14
Transamerica Partners Funds Group Ii 14
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 14
Lenox Wealth Management, Inc. 14
Advance Capital I Inc 14
True Wealth Design, LLC 14
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 14
Optiver Holding B.V. 14
Ipswich Investment Management Co., Inc. 14
FourThought Financial, LLC 14
Capital World Investors 14
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 14
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB 14
Virginia Retirement System 14
NN Investment Partners Holdings N.V. 14
SG3 Management, LLC 14
Creekmur Asset Management LLC 14
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 14
Pendal Group Ltd 14
Belvedere Trading LLC 14
Investment Centers Of America Inc 14
Western Asset Municipal Partners Fund Inc. 14
Wipfli Financial Advisors Llc, 14
Calvert Investment Management, Inc. 14
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class 14
IMHAX - IVY FUNDS - Ivy California Municipal High Income Fund Class A 14
Usca Ria Llc 14
Virtus Investment Advisers, Inc. 14
Carolinas Wealth Consulting Llc 14
Rydex Etf Trust 14
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 14
Advent Claymore Convertible Securities & Income Fund 14
NOCBX - Northern Funds - Northern Core Bond Fund 14
Truvestments Capital Llc 14
TRUE Private Wealth Advisors 14
General Motors Investment Management Corp 14
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 14
Tcw Group Inc 14
EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A 14
State of New Jersey Common Pension Fund D 14
Occudo Quantitative Strategies Lp 14
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 14
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 14
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 14
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 14
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 14
Bridgefront Capital, LLC 14
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 14
Luminus Management Llc 14
SECOR Capital Advisors, LP 14
CGSM - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF Share Class 14
Los Angeles Capital Management Llc 14
Pearl River Capital, LLC 14
Private Ocean, LLC 14
Pitcairn Co 14
Kings Point Capital Management 14
Profunds - Profund Vp Oil & Gas 14
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 14
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 14
Gierl Augustine Investment Management Inc 14
Boston Income Portfolio - Boston Income Portfolio 14
Ledyard National Bank 14
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 14
Transamerica Partners Funds Group 14
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 14
Veriti Management LLC 14
Bartlett & Co. Wealth Management Llc 14
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 14
Aquatic Capital Management LLC 14
Park Avenue Securities Llc 14
Northwest & Ethical Investments L.P. 14
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 14
Old Mutual Global Investors (UK) Ltd. 14
Peapack Gladstone Financial Corp 14
Weld Capital Management Llc 14
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 14
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 14
Atom Investors LP 14
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 14
Parkwood LLC 14
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 14
Lenox Wealth Advisors, LLC 14
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 14
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 14
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 14
Smartleaf Asset Management LLC 14
Parametric Market Neutral Portfolio 14
Wealthspire Advisors, LLC 14
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 14
First Personal Financial Services 14
Hotchkis & Wiley Capital Management Llc 14
Zacks Investment Management 14
Executive Wealth Management, LLC 14
Hartford Investment Management Co 14
Archford Capital Strategies, LLC 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 14
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 14
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 14
Blackrock Muniyield California Quality Fund, Inc. 14
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 14
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 14
Founders Financial Alliance, LLC 14
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 14
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 14
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 14
Cypress Capital Management LLC (WY) 14
SBI Securities Co., Ltd. 14
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 14
Cohen & Steers, Inc. 14
F&C Asset Management plc 14
Ropes Wealth Advisors Llc 14
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 14
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 14
Calamos Dynamic Convertible & Income Fund 14
AlphaMark Advisors, LLC 14
Kepos Capital LP 14
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 14
Hartree Partners, LP 14
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 14
Santa Fe Partners LLC 14
Public Employees Retirement Association Of Colorado 14
Empowered Funds, LLC 14
Keebeck Alpha, LP 14
Point72 Asia (Singapore) Pte. Ltd. 14
Voya Natural Resources Equity Income Fund 14
Western Asset Municipal High Income Fund Inc. 14
Savant Capital, LLC 14
Harvest Fund Management Co., Ltd 14
BFIX - Build Funds Trust - Build Bond Innovation ETF 14
MML Series Investment Fund II - MML Blend Fund Initial Class 14
Peregrine Asset Advisers, Inc. 14
Sciencast Management LP 14
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 14
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 14
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 14
Ninety One UK Ltd 14
Summit Global Investments 14
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 14
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 14
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 14
Hantz Financial Services, Inc. 14
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 14
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 14
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 14
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 14
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 14
Bradley Foster & Sargent Inc/ct 13
Haber Trilix Advisors, Lp 13
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 13
Rs Investment Management Co Llc 13
THIMX - THORNBURG INVESTMENT TRUST - Thornburg Intermediate Municipal Fund - Class A 13
Lighthouse Investment Partners, LLC 13
PSI Advisors, LLC 13
IFG Advisory, LLC 13
Americana Partners, LLC 13
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 13
Donoghue Forlines LLC 13
Capital Bank & Trust Co 13
Bb&t Investment Services, Inc. 13
BlueCrest Capital Management LLP 13
Cinctive Capital Management LP 13
Banco Bilbao Vizcaya Argentaria, S.a. 13
Arrowgrass Capital Partners (us) Lp 13
Twinbeech Capital Lp 13
CVA Family Office, LLC 13
YorkBridge Wealth Partners, LLC 13
SpiderRock Advisors, LLC 13
Pinnacle Bancorp, Inc. 13
BI Asset Management Fondsmaeglerselskab A/S 13
Cigna Investments Inc /new 13
Intellectus Partners, LLC 13
Tyers Asset Management LLC 13
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 13
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 13
Corient Capital Partners, LLC 13
Maven Securities LTD 13
TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A 13
Teza Capital Management LLC 13
Versor Investments LP 13
Northwest Wealth Management, Llc 13
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 13
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class 13
Baldwin Brothers Inc/ma 13
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 13
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 13
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 13
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 13
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 13
Kelly Financial Services LLC 13
MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A 13
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 13
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 13
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 13
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 13
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 13
Rothschild Investment Llc 13
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 13
Ativo Capital Management LLC 13
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 13
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 13
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 13
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 13
BBVA USA Bancshares, Inc. 13
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 13
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 13
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 13
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 13
Pathstone Holdings, LLC 13
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 13
Herndon Capital Management Llc 13
Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) 13
RR Advisors, LLC 13
Hirtle Callaghan & Co LLC 13
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 13
Robeco Institutional Asset Management B.V. 13
Irish Life Investment Managers Ltd. 13
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 13
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 13
Chicago Equity Partners Llc 13
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 13
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 13
Daiwa Securities Group Inc. 13
UMA Financial Services, Inc. 13
Pacitti Group Inc. 13
Hm Payson & Co 13
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 13
Fortitude Family Office, LLC 13
Bruce G. Allen Investments, LLC 13
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 13
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 13
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 13
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 13
C M Bidwell & Associates Ltd 13
CRAK - VanEck Vectors ETF Trust - VanEck Vectors Oil Refiners ETF 13
Westwood Holdings Group Inc 13
Golden State Wealth Management, LLC 13
Next Financial Holdings 13
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 13
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 13
Norden Group Llc 13
Pictet Asset Management Ltd 13
Fidelity Central Investment Portfolios LLC - Fidelity Energy Central Fund 13
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 13
Cape Investment Advisory, Inc. 13
Lake Point Wealth Management 13
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 13
Quest Capital Management Inc /adv 13
Arcadia Investment Management Corp/mi 13
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 13
Private Wealth Asset Management, LLC 13
Texas Permanent School Fund 13
Zeke Capital Advisors, Llc 13
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF 13
Alera Investment Advisors, LLC 13
Aviance Capital Partners, LLC 13
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 13
Avantax Advisory Services, Inc. 13
Zions Bancorporation, N.A. 13
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 13
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 13
Beacon Pointe Advisors, LLC 13
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares 13
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 13
Nuveen, LLC 13
ETHYX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance High Yield Municipal Income Fund Class A 13
Selective Wealth Management, Inc. 13
Globeflex Capital L P 13
Mutual Of America Capital Management Llc 13
Manchester Capital Management LLC 13
Parametrica Management Ltd 13
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 13
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 13
Highland Capital Management Lp 13
WealthTrust Axiom LLC 13
Atwood & Palmer Inc 13
Miller Howard Investments Inc /ny 13
Greenland Capital Management LP 13
Perpetual Ltd 13
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF 13
First Heartland Consultants, Inc. 13
Palladium Partners Llc 13
Quarry LP 13
Osborn Rohs Williams & Donohoe Ltd 13
Jaffetilchin Investment Partners, LLC 13
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 13
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF 13
Centenus Global Management, Lp 13
180 Wealth Advisors, Llc 13
Nikko Asset Management Americas, Inc. 13
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 13
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 13
Dorsey Wright & Associates 13
Independence Bank of Kentucky 13
Rothschild Investment Corp /il 13
Bedel Financial Consulting, Inc. 13
Clarus Wealth Advisors 13
Claraphi Advisory Network, LLC 13
Meritage Portfolio Management 13
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 13
Advisor Partners Ii, Llc 13
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 13
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 13
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 13
ICA Group Wealth Management, LLC 13
Zurich Insurance Group Ltd/FI 13
Mount Lucas Management LP 13
Avalon Advisors, Llc 13
FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund 13
Overbrook Management Corp 13
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 13
Intech Investment Management Llc 13
HighVista Strategies LLC 13
Calamos Advisors LLC 13
Mycio Wealth Partners, Llc 13
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 13
Mather Group, Llc. 13
MUFG Securities EMEA plc 13
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 13
Korea Investment CORP 13
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio 13
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 13
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 13
Newgate Capital Management Llc 13
Hexavest Inc. 13
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 13
Municipal Employees' Retirement System of Michigan 13
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 13
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 13
Aberdeen Asia-pacific Income Fund Inc 13
Foundry Partners, LLC 13
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 13
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 13
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 13
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 13
First PREMIER Bank 13
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 13
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 13
Detwiler Fenton Investment Management LLC 13
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 13
Gulf International Bank (UK) Ltd 13
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 13
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 13
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 13
Erste Asset Management GmbH 13
Western Asset Investment Grade Defined Opportunity Trust Inc. 13
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 13
Gargoyle Investment Advisor L.L.C. 13
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 13
Alexandria Capital, LLC 13
Willingdon Wealth Management 13
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 13
Steward Financial Group LLC 13
Artemis Investment Management LLP 13
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 13
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 13
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 13
Guggenheim Active Allocation Fund 13
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 13
Destination Wealth Management 13
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 13
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 13
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 13
Lucus Advisors Llc 13
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 13
Capital One, National Association 13
Mackay Shields Llc 13
Western Asset Income Fund 13
Blackrock Enhanced Capital & Income Fund, Inc. 13
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 13
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 13
Weaver C. Barksdale & Associates, Inc. 13
Searle & Co. 13
Koch Industries Inc 13
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 13
KIFAX - Forward Funds - Salient Select Income Fund Class A 13
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 13
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 13
Dark Forest Capital Management Lp 13
Bbva Usa 13
Highland Capital Management, Llc 13
Eagle Bay Advisors LLC 13
FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares 13
Sequoia Financial Advisors, LLC 13
Counterpoint Mutual Funds LLC 13
Kornitzer Capital Management Inc /ks 13
Zebra Capital Management LLC 13
American Funds Insurance Series 13
Concert Wealth Management Inc. 13
Police & Firemen's Retirement System of New Jersey 13
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 13
Guardian Wealth Advisors, LLC 13
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 13
Deprince Race & Zollo Inc 13
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 13
Grove Bank & Trust 13
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 13
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 13
Blackstone / Gso Senior Floating Rate Term Fund 13
Asset Dedication, LLC 13
Mizuho Trust & Banking Co., Ltd. 13
Barings Global Short Duration High Yield Fund 13
Renaissance Group Llc 13
Nuveen Real Asset Income & Growth Fund 13
Shapiro Robert N 13
Pictet Asset Management Sa 13
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 13
Delaware Vip Trust - Delaware Vip Value Series Standard Class 13
Gideon Capital Advisors, Inc. 13
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 13
Financial Counselors Inc 13
Marathon Trading Investment Management LLC 13
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares 13
Lombard Odier Asset Management (USA) Corp 13
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 13
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 13
Capital Asset Advisory Services LLC 13
Adams Natural Resources Fund, Inc. 13
Putnam Premier Income Trust 13
Invictus RG 13
Williams Jones & Associates LLC 13
Ieq Capital, Llc 13
Addison Advisors LLC 13
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 13
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 13
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 13
Bailard, Inc. 13
Avidian Wealth Solutions, LLC 13
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 13
Lombard Odier Asset Management (Switzerland) SA 13
BlackRock Multi-Sector Opportunities Trust II 13
Fred Alger Management, Llc 13
PIMCO Energy & Tactical Credit Opportunities Fund 13
Itau Unibanco Holding S.A. 13
Kestra Private Wealth Services, Llc 13
CapWealth Advisors, LLC 13
Capula Management Ltd 13
Allegis Investment Advisors, LLC 13
Truewealth Llc 12
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 12
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 12
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A 12
Country Trust Bank 12
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 12
Catalyst Funds Management Pty Ltd 12
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 12
Diversified Trust Co 12
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 12
Quotient Investors, LLC 12
Barnett & Company, Inc. 12
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 12
Sageworth Trust Co 12
Quent Capital, LLC 12
Oliver Lagore Vanvalin Investment Group 12
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 12
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 12
Wedge Capital Management L L P/nc 12
Ionic Capital Management LLC 12
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 12
Axiom Investment Management LLC 12
U.S. Capital Wealth Advisors, LLC 12
Advisory Research Inc 12
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 12
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 12
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 12
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 12
Retirement Systems of Alabama 12
Clough Global Opportunities Fund 12
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 12
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 12
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 12
Mirabella Financial Services Llp 12
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 12
Kms Financial Services, Inc 12
First Midwest Bank Trust Division 12
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 12
Camarda Financial Advisors, LLC 12
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 12
Beaird Harris Wealth Management, LLC 12
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 12
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 12
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 12
Rockefeller Financial Services Inc 12
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 12
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 12
Bank Of Hawaii 12
Vise Technologies, Inc. 12
Clear Harbor Asset Management, LLC 12
Accurate Wealth Management, LLC 12
Alambic Investment Management, L.P. 12
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 12
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 12
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 12
Kiwi Wealth Investments Limited Partnership 12
Lincoln National Corp 12
TradeLink Global Equity LLC 12
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 12
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 12
RBF Capital, LLC 12
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 12
Mizuho Securities Usa Llc 12
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 12
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 12
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A 12
Pacific Capital Wealth Advisors, Inc 12
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 12
Dreyfus High Yield Strategies Fund 12
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 12
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 12
Putnam Fl Investment Management Co 12
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 12
Tri-continental Corp 12
Dubuque Bank & Trust Co 12
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 12
Spectrum Management Group, LLC 12
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 12
Barometer Capital Management Inc. 12
Coastline Trust Co 12
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 12
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 12
Savior LLC 12
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 12
Pinnacle Associates Ltd 12
Crewe Advisors LLC 12
AT Bancorp 12
Wbi Investments, Inc. 12
Bramshill Investments, LLC 12
Western Asset Emerging Markets Debt Fund Inc. 12
Redwood Investment Management, Llc 12
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 12
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF 12
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 12
Maple Securities Usa Inc 12
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 12
Axq Capital, Lp 12
Joel Isaacson & Co., LLC 12
Louisiana State Employees Retirement System 12
Payden & Rygel 12
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 12
Lake Street Advisors Group, Llc 12
Diametric Capital, LP 12
Levin Capital Strategies, L.p. 12
Wright Investors Service Inc 12
Certified Advisory Corp 12
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 12
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 12
Paulson Wealth Management Inc. 12
Sargent Bickham Lagudis LLC 12
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 12
LGT Financial Advisors LLC 12
Nvwm, Llc 12
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 12
Pekin Hardy Strauss, Inc. 12
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 12
Register Financial Advisors LLC 12
Continuum Advisory, LLC 12
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 12
Waratah Capital Advisors Ltd. 12
Nelson Capital Management, LLC 12
Castleview Partners, Llc 12
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 12
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 12
Altshuler Shaham Ltd 12
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 12
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 12
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 12
Gables Capital Management Inc. 12
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 12
FLDFX - Meeder Funds - BALANCED FUND Retail Class 12
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 12
Credit Capital Investments LLC 12
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 12
Qci Asset Management Inc/ny 12
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 12
Griffin Asset Management, Inc. 12
Laurel Wealth Advisors, Inc. 12
Edge Advisors, Llc 12
Cranbrook Wealth Management, LLC 12
Eaton Vance Senior Income Trust 12
Vectors Research Management, LLC 12
Redhawk Wealth Advisors, Inc. 12
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 12
BerganKDV Wealth Management, LLC 12
Linscomb & Williams, Inc. 12
Csenge Advisory Group 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 12
Nebula Research & Development LLC 12
Nuveen Diversified Dividend & Income Fund 12
Evolution Wealth Advisors, LLC 12
Enlightenment Research, LLC 12
RPG Investment Advisory, LLC 12
Wiley Bros.-aintree Capital, Llc 12
Cary Street Partner Investment Advisory Llc 12
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 12
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 12
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 12
VSR Financial Services, Inc. 12
Banque Cantonale Vaudoise 12
Ashburton (Jersey) Ltd 12
Atomi Financial Group, Inc. 12
Legacy Advisors, LLC 12
PWZ - Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF 12
Aptus Capital Advisors, LLC 12
Private Capital Advisors, Inc. 12
Duality Advisers, Lp 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 12
City National Bank 12
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 12
Standard Life Aberdeen plc 12
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 12
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 12
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 12
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 12
Global Wealth Management Investment Advisory, Inc. 12
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 12
Kayne Anderson Rudnick Investment Management Llc 12
Aspire Private Capital, LLC 12
Qtron Investments LLC 12
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 12
Westfield Capital Management Co Lp 12
Kestra Investment Management, LLC 12
Garrett Wealth Advisory Group, LLC 12
Easterly Investment Partners Llc 12
Ethic Inc. 12
EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A 12
Nbc Securities, Inc. 12
Syon Capital Llc 12
Annis Gardner Whiting Capital Advisors, LLC 12
Retirement Group, LLC 12
Bogle Investment Management L P /de/ 12
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 12
First City Capital Management, Inc. 12
WealthStone, Inc. 12
Merewether Investment Management, LP 12
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 12
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 12
Energy Opportunities Capital Management, LLC 12
Sentry Investment Management Llc 12
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 12
Matarin Capital Management, LLC 12
Column Capital Advisors, LLC 12
Anchor Investment Management, LLC 12
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 12
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 12
Interchange Capital Partners, LLC 12
PIMAX - Pioneer Series Trust V - Pioneer High Income Municipal Fund : Class A 12
GRES - IndexIQ ETF Trust - IQ Global Resources ETF 12
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 12
Obermeyer Wood Investment Counsel, Lllp 12
Personal Cfo Solutions, Llc 12
True Link Financial Advisors, LLC 12
Concord Wealth Partners 12
Arete Wealth Advisors, LLC 12
Advisory Alpha, LLC 12
Whitnell & Co. 12
Bollard Group LLC 12
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 12
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 12
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 12
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 12
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 12
Cerebellum GP, LLC 12
Perritt Capital Management Inc 12
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 12
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 12
Brown Advisory Securities, LLC 12
AMG National Trust Bank 12
Sit Investment Associates Inc 12
State of Alaska, Department of Revenue 12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 12
Estabrook Capital Management 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 12
BOK Financial Private Wealth, Inc. 12
Grisanti Capital Management LLC 12
Cornercap Investment Counsel Inc 12
Intrust Bank Na 12
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I 12
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 12
Financial Network Wealth Advisors LLC 12
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 12
Prudential Plc 12
Prudential Global Short Duration High Yield Fund, Inc. 12
First Horizon Corp 12
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 12
Ingalls & Snyder Llc 12
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 12
Dfa Investment Trust Co - The Emerging Markets Series 12
Verdence Capital Advisors LLC 12
Integrated Investment Consultants, LLC 12
Adams Diversified Equity Fund, Inc. 12
Ballew Advisors, Inc 12
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 12
Maryland State Retirement & Pension System 12
Entropy Technologies, LP 12
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 12
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 12
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 12
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 12
Td Private Client Wealth Llc 12
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 12
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 12
Longfellow Investment Management Co Llc 12
Green Square Capital Advisors Llc 12
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 12
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 12
Syverson Strege & Co 12
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 12
Cambridge Trust Co 12
Securian Asset Management, Inc 12
Pittenger & Anderson Inc 12
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional 12
Global Financial Private Client, LLC 12
UMBAX - UBS FUNDS - UBS Municipal Bond Fund Class A 12
CWA Asset Management Group, LLC 12
Fort Washington Investment Advisors Inc /oh/ 12
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 12
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 12
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 12
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 12
Bellwether Advisors, LLC 12
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 12
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 12
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 12
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 12
Stone Ridge Asset Management LLC 12
Forward Management, LLC 12
Kapitalo Investimentos Ltda 12
Wolff Wiese Magana Llc 12
Frontier Investment Mgmt Co 12
Snow Capital Management Lp 12
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 12
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF 12
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 12
Monetary Management Group Inc 12
AAHMX - Aberdeen Funds - Aberdeen Short Duration High Yield Municipal Fund (formerly Aberdeen High Yield Managed Duration Municipal Fund) Class A 12
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 12
Venture Visionary Partners LLC 12
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 12
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 12
AQGNX - AQR Funds - AQR Global Equity Fund Class N 12
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 12
Signet Financial Management, Llc 12
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 12
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 12
WR Wealth Planners, LLC 12
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 12
Integrated Advisors Network LLC 12
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 12
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 12
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 12
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 12
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 12
IGE - iSHARES TRUST - iShares North American Natural Resources ETF 12
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 12
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 12
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 12
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 12
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 12
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 12
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 12
Usaa Etf Trust 12
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 12
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 12
Lebenthal Asset Management, LLC 12
GSAAX - GOLDMAN SACHS TRUST - Goldman Sachs Municipal Income Completion Fund Separate Account Institutional Shares 12
USA Financial Portformulas Corp 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 12
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 12
Fayez Sarofim & Co 12
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF 12
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 12
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 12
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 12
Roosevelt Investment Group Llc 12
Perella Weinberg Partners Capital Management LP 12
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 12
Principal Diversified Select Real Asset Fund 12
Thurston, Springer, Miller, Herd & Titak, Inc. 12
Rosenberg Matthew Hamilton 12
Chiron Capital Management, Llc 12
Precocity Capital LP 12
Ziegler Capital Management, LLC 12
Empirical Finance, LLC 12
Total Investment Management Inc 12
Point72 Europe (London) LLP 12
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 12
Meadow Creek Investment Management LLC 12
Manager Directed Portfolios - Pemberwick Fund Shares 12
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 12
Bridgeworth, LLC 12
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 12
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 12
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 12
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 12
Total Clarity Wealth Management, Inc. 12
Lingohr & Partner Asset Management GmbH 12
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 12
AllSquare Wealth Management LLC 12
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 12
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 12
Utah Retirement Systems 12
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 12
Comerica Securities Inc 12
Ridgewood Investments LLC 12
Associated Banc-corp 12
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 12
Exencial Wealth Advisors, Llc 12
Founders Capital Management 12
Dixon Hughes Goodman Wealth Advisors LLC 12
Duff & Phelps Investment Management Co 12
Alpha Cubed Investments, LLC 12
Retirement Planning Co of New England, Inc. 12
American National Registered Investment Advisor, Inc. 12
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 12
Foster & Motley Inc 12
Glenmede Investment Management, LP 12
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 12
Cca Investments Trust 12
Lehman Financial Resources, Inc. 12
Polaris Wealth Advisory Group, LLC 12
SJS Investment Consulting Inc. 12
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 12
Nwam Llc 12
SevenBridge Financial Group, LLC 12
EP Wealth Advisors, Inc. 12
Western Asset Intermediate Muni Fund Inc. 12
TrimTabs Asset Management, LLC 12
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 12
Fdp Series, Inc. 12
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 12
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A 12
Hollencrest Capital Management 12
New England Research & Management, Inc. 12
Comerica Securities,inc. 11
Clarkston Capital Partners, LLC 11
Jump Trading, LLC 11
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 11
Vestmark Advisory Solutions, Inc. 11
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 11
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 11
Benjamin Edwards Inc 11
Royal London Asset Management Ltd 11
D'Orazio & Associates, Inc. 11
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 11
GeoWealth Management, LLC 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 11
Security National Trust Co 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 11
ICONIQ Capital, LLC 11
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 11
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 11
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 11
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 11
Recurrent Investment Advisors LLC 11
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 11
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 11
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 11
Castle Hook Partners LP 11
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 11
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 11
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 11
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 11
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 11
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 11
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 11
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 11
Clarius Group, LLC 11
Alpha DNA Investment Management LLC 11
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 11
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 11
FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 11
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 11
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 11
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 11
Vollero Beach Capital Partners LLC 11
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 11
Confluence Investment Management Llc 11
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 11
Tahithromos, L.L.C. 11
Twin Peaks Wealth Advisors, LLC 11
John Hancock Investors Trust 11
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 11
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 11
Antonetti Capital Management LLC 11
Oppenheimer Quest For Value Funds 11
BFOR - ALPS ETF Trust - Barron's 400 ETF 11
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 11
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 11
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 11
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 11
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 11
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 11
Bayforest Capital Ltd 11
Lido Advisors, LLC 11
Eaton Vance Senior Floating Rate Trust 11
Forum Financial Management, LP 11
Tlp Group Llc 11
Byrne Asset Management LLC 11
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 11
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 11
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 11
HighMark Wealth Management LLC 11
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 11
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II 11
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 11
McAdams Wright Ragen, Inc. 11
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 11
Munder Series Trust 11
Crestline Management, LP 11
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 11
Bourgeon Capital Management Llc 11
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 11
Simmons Bank 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 11
GW&K Investment Management, LLC 11
Eastern Bank 11
American National Bank 11
National Pension Service 11
Oakbrook Investments Llc 11
Albion Financial Group /ut 11
Williams Jones Wealth Management, LLC. 11
Integrated Wealth Management 11
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 11
Cavalier Investments, LLC 11
Orrstown Financial Services Inc 11
Tsfg, Llc 11
Rakuten Securities, Inc. 11
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 11
IBM Retirement Fund 11
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 11
Heck Capital Advisors, LLC 11
Rotella Capital Management, Inc. 11
Securian Funds Trust - SFT Core Bond Fund Class 1 11
Rothschild Asset Management Inc 11
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 11
Householder Group Estate & Retirement Specialist, LLC 11
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 11
Clough Global Equity Fund 11
Corton Capital Inc. 11
Engrave Wealth Partners LLC 11
Harbour Capital Advisors, LLC 11
Paragon Capital Management Ltd 11
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 11
KCTAX - DEUTSCHE DWS STATE TAX-FREE INCOME SERIES - DWS California Tax-Free Income Fund Class A 11
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 11
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 11
Nuveen Fund Advisors, LLC 11
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 11
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 11
Aster Capital Management (DIFC) Ltd 11
Inspire Advisors, LLC 11
Tarbox Family Office, Inc. 11
GHYMX - GLENMEDE FUND INC - High Yield Municipal Portfolio 11
Mitsubishi UFJ Securities Holdings Co., Ltd. 11
Keel Point, LLC 11
DiNuzzo Private Wealth, Inc. 11
State Of Michigan Retirement System 11
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 11
Winton Diversified Opportunities Fund 11
Baltimore-Washington Financial Advisors, Inc. 11
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A) 11
Windsor Capital Management, LLC 11
Alpha Paradigm Partners, LLC 11
Activest Wealth Management 11
Hara Capital LLC 11
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 11
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 11
TradeLink Capital LLC 11
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 11
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 11
Bare Financial Services, Inc 11
Stoneridge Investment Partners Llc 11
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 11
Denver Investment Advisors Llc 11
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 11
Altus Wealth Group LLC 11
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 11
Quinn Opportunity Partners LLC 11
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 11
Cromwell Holdings LLC 11
Achmea Investment Management B.V. 11
Counsel Portfolio Services Inc. 11
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 11
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 11
Vantage Consulting Group Inc 11
Gf Fund Management Co. Ltd. 11
Private Wealth Management Group, LLC 11
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 11
Quest Partners LLC 11
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 11
DAACX - Adviser Managed Trust - Diversified Equity Fund 11
Cantor Fitzgerald, L. P. 11
Ameriflex Group, Inc. 11
ProVise Management Group, LLC 11
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 11
Baker Avenue Asset Management, LP 11
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 11
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 11
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 11
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 11
Beck Capital Management, Llc 11
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 11
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 11
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 11
Laffer Investments 11
Arlington Partners LLC 11
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 11
Hilltop Holdings Inc. 11
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 11
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 11
Cnh Partners Llc 11
Natixis Investment Managers International 11
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 11
Kepos Capital LP 11
Jnl Variable Fund Llc - Jnl/mellon Energy Sector Fund (a) 11
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 11
Putnam Master Intermediate Income Trust 11
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 11
Visionary Asset Management, Inc. 11
Knights of Columbus Asset Advisors LLC 11
Toth Financial Advisory Corp 11
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 11
Annapolis Financial Services, LLC 11
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II 11
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 11
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 11
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 11
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A 11
W.G. Shaheen & Associates DBA Whitney & Co 11
Park Square Financial Group, LLC 11
Sierra Ocean, Llc 11
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 11
Opal Wealth Advisors, LLC 11
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 11
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 11
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 11
Prudential Short Duration High Yield Fund, Inc. 11
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 11
Altfest L J & Co Inc 11
Capital Advisors Inc/ok 11
Institute for Wealth Management, LLC. 11
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 11
MPNIX - BNY MELLON FUNDS TRUST - BNY Mellon National Intermediate Municipal Bond Fund Class M Shares 11
Armstrong Advisory Group, Inc 11
Bridges Investment Management Inc 11
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 11
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 11
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 11
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 11
Thomasville National Bank 11
Wood Tarver Financial Group, LLC 11
Gamco Investors, Inc. Et Al 11
Ahrens Investment Partners LLC 11
Partnervest Advisory Services LLC 11
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 11
Columbia Partners L L C Investment Management 11
Cahill Financial Advisors Inc 11
NRGDX - INTEGRITY FUNDS - Integrity Energized Dividend Fund , Class A 11
MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A 11
Ferris Capital, Llc 11
Gateway Investment Advisers Llc 11
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 11
Highline Wealth Partners Llc 11
CTC Alternative Strategies, Ltd. 11
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 11
Gryphon Financial Partners LLC 11
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 11
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 11
Van Hulzen Asset Management, LLC 11
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 11
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 11
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 11
Covalis Capital Llp 11
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 11
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 11
Ikos Cif Ltd 11
Ford Financial Group, LLC 11
Mascagni Wealth Management, Inc. 11
USS Investment Management Ltd 11
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 11
IMA Wealth, Inc. 11
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 11
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 11
Dividend Asset Capital, Llc 11
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 11
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 11
ACG Wealth 11
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 11
Mercer Capital Advisers, Inc. 11
GHAAX - VanEck Funds - Global Hard Assets Fund Class A 11
Merit Financial Group, LLC 11
Jain Global LLC 11
Capital Investment Advisors, LLC 11
Blackhawk Capital Partners LLC. 11
Caitlin John, LLC 11
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 11
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 11
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 11
Insigneo Advisory Services, Llc 11
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 11
Kayne Anderson Capital Advisors Lp 11
Premia Global Advisors, Llc 11
Symmetry Investments LP 11
Ballentine Partners, LLC 11
3G Capital Partners LP 11
Kb Financial Partners, Llc 11
Colony Group, LLC 11
Virtue Capital Management, LLC 11
Acorn Wealth Advisors, LLC 11
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class 11
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 11
Lmcg Investments, Llc 11
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) 11
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class 11
Mediolanum International Funds Ltd 11
Eaton Vance Floating-rate Income Trust 11
Kovitz Investment Group Partners, LLC 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 11
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 11
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 11
HSBC FUNDS - HSBC Strategic Income Fund Class A 11
Capital Growth Management Lp 11
Price Wealth Management, Inc. 11
Lombard Odier Asset Management (Europe) Ltd 11
West Tower Group, LLC 11
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 11
Fortis Capital Advisors, LLC 11
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 11
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 11
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 11
Palisade Capital Management Llc/nj 11
Segall Bryant & Hamill, Llc 11
Emerald Investment Partners, Llc 11
Trustmark National Bank Trust Department 11
Whitener Capital Management, Inc. 11
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 11
Hodges Capital Management Inc. 11
Blackstone / Gso Floating Rate Enhanced Income Fund 11
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 11
Baker Ellis Asset Management LLC 11
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 11
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF 11
Sun Life Financial Inc 11
Northpointe Capital Llc 11
Homrich & Berg 11
Mountain Capital Investment Advisors, Inc 11
Tiverton Asset Management Llc 11
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 11
Chilton Capital Management Llc 11
DC Investments Management, LLC 11
Callan Family Office, LLC 11
Scout Investments, Inc. 11
Allstate Corp 11
Eaton Vance California Municipal Income Trust 11
Alethea Capital Management, Llc 11
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 11
Garde Capital, Inc. 11
Capital Performance Advisors Llp 11
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 11
KAMES CAPITAL plc 11
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 11
Handelsbanken Fonder AB 11
Greenwood Capital Associates Llc 11
Mariner Wealth Advisors-NYC, LLC 11
Sanctuary Advisors, LLC 11
Livforsakringsbolaget Skandia, Omsesidigt 11
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 11
Wesbanco Bank Inc 11
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 11
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 11
SPX Equities Gestao de Recursos Ltda 11
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 11
Atticus Wealth Management, Llc 11
Cobalt Capital Management, Inc. 11
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 11
Waddell & Reed Advisors Funds 11
Shay Capital LLC 11
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 11
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 11
Colonial Trust Advisors 11
Pineridge Advisors LLC 11
Delphia (USA) Inc. 11
V Wealth Advisors LLC 11
Nachman Norwood & Parrott, Inc 11
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 11
West Oak Capital, LLC 11
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 11
Kovack Advisors, Inc. 11
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 11
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 11
Ellis Investment Partners, LLC 11
New Mexico Educational Retirement Board 11
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 11
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 11
Disciplined Investments, LLC 11
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 11
Girard Partners Ltd. 11
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 11
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 11
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 11
Rsm Us Wealth Management Llc 11
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 11
Farmers & Merchants Trust Co of Chambersburg PA 11
Pacifica Partners Inc. 11
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 11
Caas Capital Management Lp 11
Menora Mivtachim Holdings Ltd. 11
Mfs High Yield Municipal Trust 11
Intact Investment Management Inc. 11
Moisand Fitzgerald Tamayo, LLC 11
Bowling Portfolio Management LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 11
M&g Investment Management Ltd 11
Discovery Capital Management, Llc / Ct 11
Voya Global Equity Dividend & Premium Opportunity Fund 11
Impact Partnership Wealth, LLC 11
Cantab Capital Partners LLP 11
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 11
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 11
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 11
Shepherd Kaplan Krochuk, Llc 11
Apollon Wealth Management, LLC 11
Gladstone Institutional Advisory LLC 11
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 11
Royal Fund Management, LLC 11
LKBAX - LKCM Funds - LKCM Balanced Fund 11
Symmetry Partners, LLC 11
PRW Wealth Management LLC 11
Simon Quick Advisors, Llc 11
Mn Services Vermogensbeheer B.V. 11
Horan Securities, Inc. 11
Bank Of Nova Scotia Trust Co 11
UniSuper Management Pty Ltd 11
Neo Ivy Capital Management 11
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 11
Rockbridge Investment Management, LCC 11
Old Second National Bank Of Aurora 11
First Bank & Trust 11
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 11
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 11
Childress Capital Advisors, Llc 11
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 11
Andra AP-fonden 11
WealthCollab, LLC 11
IYE - iSHARES TRUST - iShares U.S. Energy ETF 11
Strategic Blueprint, LLC 11
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 11
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 11
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 11
MCF Advisors LLC 11
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 11
Syntal Capital Partners, LLC 11
Ronald Blue & Co Llc 11
Voleon Capital Management Lp 11
Triad Wealth Partners, LLC 11
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas 11
Princeton Global Asset Management LLC 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 11
HBK Sorce Advisory LLC 11
Kennedy Capital Management, Inc. 11
Arlington Trust Co LLC 11
Trust Investment Advisors 11
Liberty Wealth Management Llc 11
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 11
Kore Private Wealth LLC 11
Jacobi Capital Management LLC 11
Banco Santander, S.A. 11
Cushing Energy Income Fund 11
DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I 11
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 11
Level Four Advisory Services, Llc 11
Blackstone Group Inc 11
M&r Capital Management Inc 11
New York Life Investment Management Llc 11
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 11
Glg Inc. 10
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 10
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 10
IEYAX - IVY FUNDS - Ivy Energy Fund Class A 10
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 10
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 10
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 10
LRI Investments, LLC 10
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 10
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 10
FLMI - Franklin Templeton ETF Trust - Franklin Liberty Intermediate Municipal Opportunities ETF 10
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 10
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 10
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 10
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 10
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 10
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 10
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 10
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 10
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 10
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 10
PCTIX - PIMCO FUNDS - PIMCO California Municipal Bond Fund Institutional Class 10
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 10
MML Series Investment Fund II - MML Equity Fund Initial Class 10
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 10
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 10
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 10
Roberts Glore & Co Inc /il/ 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 10
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 10
Hilltop National Bank 10
IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF 10
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 10
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 10
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 10
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 10
DBLLX - DoubleLine Funds Trust - DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I 10
Northern Oak Wealth Management Inc 10
Genesee Valley Trust Co 10
Hanson & Doremus Investment Management 10
Credential Qtrade Securities Inc. 10
Amerivest Investment Management LLC 10
Flow Traders U.s. Llc 10
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 10
Courier Capital Llc 10
Parsons Capital Management Inc/ri 10
Cypress Asset Management Inc/tx 10
Trust & Fiduciary Management Services Inc 10
Voisard Asset Management Group, Inc. 10
Alpine Woods Capital Investors, Llc 10
Aberdeen Asset Management Plc/uk 10
Planning Capital Management Corp 10
Susquehanna Portfolio Strategies, LLC 10
Adirondack Trust Co 10
Sachetta, LLC 10
GFS Advisors, LLC 10
Investors Capital Advisory Services 10
Anson Funds Management LP 10
Bell Bank 10
Tdam Usa Inc. 10
Geneva Advisors, LLC 10
Emory University 10
WESPAC Advisors, LLC 10
Copeland Capital Management, LLC 10
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 10
Cidel Asset Management Inc 10
Roble, Belko & Company, Inc 10
Northern Capital Management Llc 10
Sapient Capital Llc 10
Sawgrass Asset Management Llc 10
Banque Pictet & Cie Sa 10
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 10
BKM Wealth Management, LLC 10
Valued Wealth Advisors LLC 10
LBA Wealth Management, LLC 10
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 10
Cedar Wealth Management, LLC 10
eCIO, Inc. 10
Fiduciary Trust Co 10
PFS Partners, LLC 10
Financial Enhancement Group LLC 10
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 10
Cypress Capital Group 10
Perkins Investment Management, LLC 10
Gerstein Fisher 10
Qrg Capital Management, Inc. 10
Envestnet Portfolio Solutions, Inc. 10
Ascend Capital, Llc 10
Sutton Wealth Advisors Inc. 10
Saturna Capital CORP 10
RMB Capital Management, LLC 10
Advisors Capital Management, LLC 10
Taconic Capital Advisors LP 10
Trellus Management Company, LLC 10
Welch & Forbes Llc 10
Strategic Financial Concepts, LLC 10
Dunhill Financial, LLC 10
Portside Wealth Group, LLC 10
IPG Investment Advisors LLC 10
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 10
Edmond De Rothschild (suisse) S.a. 10
Kingswood Wealth Advisors, Llc 10
Gluskin Sheff & Assoc Inc 10
Cherry Tree Wealth Management, LLC 10
Nemes Rush Group LLC 10
Barrett Asset Management, LLC 10
Reliance Trust Co Of Delaware 10
Equitec Proprietary Markets, Llc 10
Rathbone Brothers plc 10
Stevens First Principles Investment Advisors 10
Gilman Hill Asset Management, LLC 10
Clear Investment Research, Llc 10
Pointe Capital Management LLC 10
Zions Bancorporation, National Association /ut/ 10
BRC Investment Management LLC 10
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 10
1st Source Bank 10
Sii Investments Inc/wi 10
Coppell Advisory Solutions Corp. 10
Central Bank & Trust Co 10
Point72 Middle East FZE 10
Lourd Capital, LLC 10
Readystate Asset Management Lp 10
Sherbrooke Park Advisers Llc 10
Bp Plc 10
Wasatch Advisors Inc 10
Trust Co Of Toledo Na /oh/ 10
GHP Investment Advisors, Inc. 10
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 10
Small Cap Value Fund, Inc. 10
Tiedemann Advisors, Llc 10
Shine Investment Advisory Services Inc 10
SYSTM Wealth Solutions LLC 10
Qsemble Capital Management, LP 10
MU Investments Co., Ltd. 10
Bleakley Financial Group, LLC 10
Monroe Bank & Trust/mi 10
Woodley Farra Manion Portfolio Management Inc 10
Blackthorn Investment Group Llc 10
Redwood Wealth Management Group, LLC 10
Tortoise Investment Management, LLC 10
CHURCHILL MANAGEMENT Corp 10
Fidelis Capital Partners, LLC 10
Sumitomo Mitsui DS Asset Management Company, Ltd 10
Wellington Shields Capital Management, LLC 10
Wellington Shields & Co., LLC 10
Corbenic Partners LLC 10
Kilter Group LLC 10
Capital Management Associates /ny/ 10
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 10
Global Wealth Strategies & Associates 10
Fortress Investment Group LLC 10
Delta Lloyd Nv 10
Country Club Trust Company, n.a. 10
Duncker Streett & Co Inc 10
Citizens Business Bank 10
Charter Trust Co 10
Schechter Investment Advisors, LLC 10
Deroy & Devereaux Private Investment Counsel Inc 10
Lucas Capital Management 10
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 10
Coston, McIsaac & Partners 10
Universal- Beteiligungs- und Servicegesellschaft mbH 10
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 10
Brighton Jones Llc 10
Scarborough Advisors, LLC 10
Glg Llc 10
Bienville Capital Management, LLC 10
Conning Inc. 10
Fortitude Advisory Group L.L.C. 10
SignalPoint Asset Management, LLC 10
Bks Advisors, Llc 10
Beacon Capital Management, LLC 10
Hussman Strategic Advisors, Inc. 10
Concentric Capital Strategies, LP 10
Oxbow Advisors, LLC 10
Bray Capital Advisors 10
Amalgamated Financial Corp. 10
Worth Asset Management, LLC 10
Ogorek Anthony Joseph /ny/ /adv 10
1st Global Advisors, Inc. 10
Freestone Grove Partners LP 10
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 10
DnB Asset Management AS 10
Dynamic Advisor Solutions LLC 10
Ascent Group, LLC 10
Foundation Resource Management Inc 10
IMS Capital Management 10
Smith Affiliated Capital Corp. 10
Rise Advisors, LLC 10
St. Johns Investment Management Company, LLC 10
Tyler-Stone Wealth Management 10
Webster Bank, N. A. 10
Raleigh Capital Management Inc. 10
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 10
Perkins Coie Trust Co 10
HB Wealth Management, LLC 10
Cary Street Partners Financial Llc 10
Indiana Trust & Investment Management CO 10
Livingston Group Asset Management CO (operating as Southport Capital Management) 10
River Road Asset Management, LLC 10
Operose Advisors LLC 10
CT Financial Advisors LLC 10
Park National Corp /oh/ 10
True North Advisors, LLC 10
Voya Financial Advisors, Inc. 10
Bruderman Asset Management, LLC 10
Washington Trust Advisors, Inc. 10
Thomist Capital Management, LP 10
HighTower Trust Services, LTA 10
Rossby Financial, LCC 10
One Capital Management, LLC 10
Cassady Schiller Wealth Management, LLC 10
Origin Asset Management LLP 10
Norinchukin Bank, The 10
Congress Wealth Management LLC / DE / 10
Gladius Capital Management LP 10
Montag A & Associates Inc 10
J.P. Turner & Co Capital Mnagement, LLC 10
Wayfinding Financial, LLC 10
Orinda Asset Management LLC 10
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 10
Amica Retiree Medical Trust 10
Cambiar Investors Llc 10
QUANTRES ASSET MANAGEMENT Ltd 10
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 10
Xponance, Inc. 10
Cornerstone Investment Partners, LLC 10
Smith Group Asset Management, LLC 10
Herold Advisors, Inc. 10
Echo Street Capital Management LLC 10
Sterne Agee Group, Inc. 10
Richard Bernstein Advisors LLC 10
Mraz, Amerine & Associates, Inc. 10
JTC Employer Solutions Trusteee Ltd 10
Psagot Investment House Ltd. 10
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 10
Affinity Investment Advisors, Llc 10
Blume Capital Management, Inc. 10
Dynamic Technology Lab Pte Ltd 10
Meitav Dash Investments Ltd 10
Sanders Morris Harris Llc 10
WESPAC Advisors SoCal, LLC 10
NewEdge Wealth, LLC 10
Atlantic Union Bankshares Corp 10
Kalos Management, Inc. 10
SOA Wealth Advisors, LLC. 10
Bank Of The West 10
Mint Tower Capital Management B.V. 10
Bristlecone Advisors, LLC 10
Li Winifred I 10
Kiker Wealth Management, LLC 10
Wrapmanager Inc 10
CoreFirst Bank & Trust 10
Synergy Financial Management, LLC 10
TCG Advisory Services, LLC 10
Howard Hughes Medical Institute 10
Verity Asset Management, Inc. 10
Dana Investment Advisors, Inc. 10
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 10
Aaron Wealth Advisors LLC 10
Fort, L.p. 10
Hemington Wealth Management 10
Interval Partners, LP 10
GoalVest Advisory LLC 10
Accel Wealth Management 10
TCTC Holdings, LLC 10
Crescent Capital Consulting, LLC 10
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class 10
Paces Ferry Wealth Advisors, Llc 10
Standard Life Investments LTD 10
Ten Capital Wealth Advisors, LLC 10
TFC Financial Management 10
Euclid Advisors LLC 10
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 10
ARS Investment Partners, LLC 10
Cleararc Capital Inc 10
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 10
BP Capital Fund Advisors, LLC 10
Whipplewood Advisors, LLC 10
Cornerstone Financial Partners, LLC 10
Decade Capital Management Llc 10
Green Arrow Capital Management Llc 10
Blue Arrow Capital Management Llc 10
Caldwell Securities, Inc 10
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A 10
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 10
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 10
Roxbury Financial LLC 10
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 10
NuWave Investment Management, LLC 10
Delphi Private Advisors LLC 10
Wintrust Investments Llc 10
Well Done, LLC 10
First Command Bank 10
First Command Financial Services, Inc. 10
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 10
tru Independence LLC 10
Stone House Investment Management, LLC 10
McAdam, LLC 10
First Capital Advisors Group, LLC. 10
Polianta Ltd 10
Mason Street Advisors, Llc 10
Eudaimonia Partners, LLC 10
Daiwa Capital Markets America Inc. 10
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 10
Moloney Securities Asset Management, LLC 10
Intrinsic Edge Capital Management LLC 10
Fortis Advisors, LLC 10
GSB Wealth Management, LLC 10
Omnia Family Wealth, LLC 10
Doyle Wealth Management 10
R Squared Ltd 10
FSA Wealth Management LLC 10
Archer Investment Corp 10
Keeley-Teton Advisors, LLC 10
Atlantic Trust, LLC 10
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 10
Regent Peak Wealth Advisors LLC 10
Phoenix Holdings Ltd. 10
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 10
XR Securities LLC 10
EPG Wealth Management LLC 10
Kathmere Capital Management, LLC 10
Teamwork Financial Advisors, LLC 10
Unison Advisors LLC 10
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 10
Lloyd Advisory Services, LLC. 10
Invesco Municipal Opportunity Trust 10
Nuveen California Municipal Value Fund Inc 10
PRTAX - T. Rowe Price Tax-Free Income Fund, Inc. - T. Rowe Price Tax-Free Income Fund, Inc. 10
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 10
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 10
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 10
Impala Asset Management LLC 10
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 10
PIMCO Flexible Municipal Income Fund 10
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 10
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 10
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 10
Illinois Municipal Retirement Fund 10
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 10
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 10
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 10
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 10
ORNCX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester High Yield Municipal Fund Class C 10
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 10
Sugarloaf Wealth Management, LLC 10
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 10
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 10
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 10
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A 10
Nuveen High Income November 2021 Target Term Fund 10
Kingsview Wealth Management, LLC 10
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 10
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 10
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 10
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 10
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 10
Blackrock 2022 Global Income Opportunity Trust 10
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 10
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 10
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 10
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 10
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 10
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 10
Tortoise Energy Independence Fund, Inc. 10
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 10
Oppenheimer Global Multi Strategies Fund 10
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 10
APBAX - Cavanal Hill Funds - Active Core Fund Investor 10
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 10
SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A 10
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 10
Western Asset/claymore Inflation-linked Opportunities & Income Fund 10
Mfs High Income Municipal Trust 10
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 10
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 10
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 10
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 10
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 10
Global Macro Portfolio - Global Macro Portfolio 10
First Trust High Income Long/short Fund 10
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 10
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 10
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 10
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 10
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 10
Mfs Municipal Income Trust 10
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 10
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 10
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 10
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 10
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 10
American Independence Funds Trust 10
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 10
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 10
Bmc Fund Inc 10
Miller/howard High Income Equity Fund 10
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 10
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 10
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 10
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 10
Oppenheimer International Bond Fund 10
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 10
Delaware Investments National Municipal Income Fund 10
Cramer Rosenthal Mcglynn Llc 10
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 10
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 10
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 10
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 10
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 10
SBDAX - SEI TAX EXEMPT TRUST - STET CALIFORNIA MUNICIPAL BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 10
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 10
AdvisorShares Investments LLC 10
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 10
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 10
Arkfeld Wealth Strategies, L.L.C. 10
Jupiter Asset Management Ltd 10
Taylor Hoffman Wealth Management 10
Santori & Peters, Inc. 10
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 10
Parisi Gray Wealth Management 10
SCP Investment, LP 10
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 10
PDS Planning, Inc 10
Athanor Capital, Lp 10
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A 10
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 10
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 10
SWS Partners 10
Brasada Capital Management, Lp 10
Solstein Capital, LLC 10
PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF 10
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 10
CNB Bank 10
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 10
Rossmore Private Capital 10
Burleson & Company, LLC 10
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 10
West Branch Capital LLC 10
Claybrook Capital, LLC 10
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 10
Minichmacgregor Wealth Management, Llc 10
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 10
Kavar Capital Partners, LLC 10
Wakefield Asset Management LLLP 10
Resources Management Corp /ct/ /adv 10
Personal Wealth Partners 10
Summit Financial, LLC 10
Laurel Wealth Advisors LLC 10
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 10
Jackson Hole Capital Partners, LLC 10
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 10
Alphacrest Capital Management Llc 10
Riverview Trust Co 10
Amica Mutual Insurance Co 10
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 10
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 10
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 10
VisionPoint Advisory Group, LLC 10
Wealthfront Advisers Llc 10
Wealthbridge Capital Management, Llc 10
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 10
Quilter Plc 10
Treasurer of the State of North Carolina 10
Great Valley Advisor Group, Inc. 10
Bremer Bank National Association 10
Horizon Kinetics Asset Management Llc 10
Arden Trust Co 10
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 10
Leap Investments Lp 10
Stonehage Fleming Financial Services Holdings Ltd 10
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 10
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 10
Stonehage Fleming (uk) Ltd 10
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 10
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 10
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 10
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 10
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 10
SHYD - VanEck Vectors ETF Trust - VanEck Vectors Short High-Yield Municipal Index ETF 10
ABIMX - AB CORPORATE SHARES - AB Impact Municipal Income Shares 10
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 10
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 10
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 10
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 10
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 10
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 10
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 10
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 10
Jnl Series Trust - Jnl/crescent High Income Fund (a) 10
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 10
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 10
NHYMX - Northern Funds - Northern High Yield Municipal Fund 10
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 10
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 10
Ashton Thomas Securities, Llc 10
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 10
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 10
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 10
Abound Wealth Management 10
PPNAX - PUTNAM TAX FREE INCOME TRUST - Putnam AMT-Free Municipal Fund Class C Shares 10
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 10
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 10
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 10
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 10
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock Short-Term Municipal Fund Investor A1 10
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 10
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 10
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 10
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 10
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 10
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 10
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF 10
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 10
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 10
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 10
Corebridge Financial, Inc. 10
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 10
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 10
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 10
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 10
Point72 (DIFC) Ltd 10
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 9
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 9
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 9
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 9
Legg Mason Asset Management (Japan) Co., Ltd. 9
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 9
Tuttle Tactical Management LLC 9
Scopus Asset Management, L.p. 9
REAP Financial Group, LLC 9
CCMG - EA Series Trust - CCM Global Equity ETF 9
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 9
Pioneer High Income Trust 9
Solaris Asset Management Llc 9
Chemical Bank 9
Evanston Investments, Inc., dba Evanston Advisors 9
Nuveen Select Maturities Municipal Fund 9
PNC Managed Account Solutions, Inc. 9
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 9
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 9
Buckingham Strategic Wealth, Llc 9
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 9
Waldron Private Wealth LLC 9
Miles Capital, Inc. 9
Midas Management Corp 9
Concurrent Investment Advisors, LLC 9
Klingman & Associates, LLC 9
Delos Wealth Advisors, LLC 9
Becker Capital Management Inc 9
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF 9
Cutter & CO Brokerage, Inc. 9
Eisler Capital (UK) Ltd. 9
Crestwood Advisors Group LLC 9
Dai-Ichi Life Insurance Company, Ltd 9
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 9
JCIC Asset Management Inc. 9
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 9
Baader Bank INC 9
Fourth Dimension Wealth, LLC 9
Acuity Investment Management Inc 9
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 9
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 9
Klingenstein Fields & Co Lp 9
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 9
Tokio Marine Asset Management Co Ltd 9
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 9
Financial Advantage, Inc. 9
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 9
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 9
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 9
FSNGX - FIDELITY SELECT PORTFOLIOS - Natural Gas Portfolio 9
Hazlett, Burt & Watson, Inc. 9
LGT Group Foundation 9
Islay Capital Management, Llc 9
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 9
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 9
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 9
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 9
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class 9
FSC Wealth Advisors, LLC 9
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 9
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 9
Stockman Wealth Management, Inc. 9
Weatherstone Capital Management 9
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 9
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 9
Meiji Yasuda Asset Management Co Ltd. 9
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 9
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 9
Ruffer LLP 9
High Net Worth Advisory Group LLC 9
Hartford Financial Management Inc. 9
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 9
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 9
Transcend Wealth Collective, Llc 9
10Elms LLP 9
Icc Capital Management Inc/ 9
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 9
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 9
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 9
Horizons Etf Trust I 9
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 9
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 9
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 9
Walker Asset Management, LLC 9
Fairfield, Bush & Co. 9
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 9
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 9
Prio Wealth Limited Partnership 9
Strengthening Families & Communities, LLC 9
Pioneer Diversified High Income Trust 9
Stancorp Investment Advisers Inc 9
Shinko Asset Management Co., Ltd. 9
Family Management Corp 9
SRB Corp 9
Kwmg, Llc 9
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 9
MERVX - MERGER FUND VL - The Merger Fund VL 9
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 9
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 9
Neville Rodie & Shaw Inc 9
Old Point Trust & Financial Services N A 9
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 9
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 9
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 9
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 9
Mfs Intermediate Income Trust 9
Psagot Value Holdings Ltd. / (Israel) 9
Crescent Grove Advisors, LLC 9
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 9
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 9
Simplicity Wealth,LLC 9
683 Capital Management, LLC 9
AlphaCentric Advisors LLC 9
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 9
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 9
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 9
ITCAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate Maturity California Municipals Fund Class A 9
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 9
Grace Capital 9
Strategic Asset Management, LLC 9
Telemus Capital, Llc 9
Wade G W & Inc 9
Cullinan Associates Inc 9
Cannell Peter B & Co Inc 9
Banced Corp 9
American Financial Network Advisory Services Llc 9
Piershale Financial Group, Inc. 9
Premier Asset Management Llc 9
Kessler Investment Group, LLC 9
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 9
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 9
Legacy Private Trust Co. 9
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 9
Global Opportunities Portfolio - Global Opportunities Portfolio 9
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 9
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 9
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 9
Dakota Wealth Management 9
Wahed Invest LLC 9
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 9
John Hancock Income Securities Trust 9
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 9
Daiwa SB Investments Ltd. 9
CHICAGO TRUST Co NA 9
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 9
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 9
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 9
CenterBook Partners LP 9
B. Metzler seel. Sohn & Co. AG 9
Western Asset/claymore Inflation-linked Securities & Income Fund 9
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 9
Metis Global Partners, LLC 9
Stonegate Investment Group, LLC 9
Kcm Investment Advisors Llc 9
Ibex Wealth Advisors 9
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 9
Logan Capital Management Inc 9
VCGAX - VALIC Co I - Growth & Income Fund 9
Adell Harriman & Carpenter Inc 9
SCACX - LEGG MASON PARTNERS INCOME TRUST - Western Asset California Municipals Fund Class C 9
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 9
Richardson Financial Services Inc. 9
Trust Co 9
BBT Capital Management, LLC 9
Price Capital Management, Inc. 9
State of New Jersey Common Pension Fund A 9
Pennsylvania Trust Co 9
Tredje AP-fonden 9
Fractal Investments LLC 9
Mitchell Mcleod Pugh & Williams Inc 9
Jacobus Wealth Management, Inc. 9
Wharton Business Group, LLC 9
EJF Capital LLC 9
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 9
Peoples Financial Services Corp. 9
Kayne Anderson Midstream/energy Fund, Inc. 9
Himco Variable Insurance Trust 9
Harbor Capital Advisors, Inc. 9
Delaware Enhanced Global Dividend & Income Fund 9
Missouri Trust & Investment Co 9
GFG Capital, LLC 9
West Family Investments, Inc. 9
Blackrock Enhanced Equity Dividend Trust 9
Sagespring Wealth Partners, Llc 9
Franklin Universal Trust 9
Palisade Asset Management, LLC 9
TAMBX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Tax-Free Bond Fund Class A 9
Desjardins Global Asset Management Inc. 9
Mission Wealth Management, Lp 9
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 9
Ferguson Wellman Capital Management, Inc 9
Nbt Bank N A /ny 9
Wedmont Private Capital 9
Amplius Wealth Advisors, LLC 9
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 9
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 9
Blue Rock Advisors, LLC 9
Bremer Trust National Association 9
Ckw Financial Group 9
Generali Investments CEE, investicni spolecnost, a.s. 9
John G Ullman & Associates Inc 9
Sterling Investment Advisors, Ltd. 9
Amica Pension Fund Board Of Trustees 9
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 9
River Wealth Advisors LLC 9
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 9
Winton Capital Management Ltd 9
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 9
Xact Kapitalforvaltning AB 9
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 9
Rialto Wealth Management, LLC 9
Transcendent Capital Group LLC 9
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 9
Wilmington Trust Co 9
Munder Capital Management 9
Credential Securities Inc. 9
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 9
Agf Management Ltd 9
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 9
Visionary Wealth Advisors 9
Dai-ichi Life Holdings, Inc. 9
SWHYX - SCHWAB INVESTMENTS - Schwab High Yield Municipal Bond Fund 9
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 9
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 9
Groupama Asset Managment 9
Planned Solutions, Inc. 9
Balasa Dinverno & Foltz Llc 9
William Blair Investment Management, Llc 9
Twin Capital Management Inc 9
Capital Income Builder 9
Consolidated Planning Corp 9
Brave Asset Management Inc 9
Vanguard Windsor Funds 9
Lloyds Banking Group plc 9
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 9
Rampart Investment Management Company, LLC 9
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 9
AustralianSuper Pty Ltd 9
Cherokee Insurance Co 9
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 9
Good Life Advisors, LLC 9
Mitchell Group Inc 9
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 9
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 9
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 9
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 9
Scientech Research LLC 9
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 9
Flinton Capital Management LLC 9
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 9
Abich Financial Wealth Management LLC 9
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 9
Fortis Group Advisors, LLC 9
Cordant, Inc. 9
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 9
Jasinkiewicz Capital Management, Lp 9
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 9
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 9
Cpwm, Llc 9
Stonebridge Financial Group, LLC 9
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF 9
Global Financial Private Capital, LLC 9
Financial Advisors Network, Inc. 9
J. W. Coons Advisors, LLC 9
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 9
Greylin Investment Mangement Inc 9
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 9
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 9
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 9
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 9
Frazier Financial Advisors, LLC 9
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class 9
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 9
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 9
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 9
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 9
GMTEX - GPS Funds I - GuideMark(R) Tax-Exempt Fixed Income Fund Service Shares 9
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 9
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 9
Atlantic Edge Private Wealth Management, LLC 9
N.E.W. Advisory Services LLC 9
Hall Laurie J Trustee 9
Intercontinental Wealth Advisors, LLC 9
Glenview Trust Co 9
Growth Fund Of America 9
Evermay Wealth Management Llc 9
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 9
First National Bank Sioux Falls 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 9
Haafor (Singapore) Pte. Ltd. 9
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 9
Northwest Financial Advisors 9
Aprio Wealth Management, LLC 9
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 9
Argent Advisors, Inc. 9
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 9
Bank Julius Baer & Co. Ltd, Zurich 9
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 9
JHME - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Energy ETF 9
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 9
Beach Investment Counsel Inc/pa 9
Great Diamond Partners, LLC 9
E. Ohman J:or Asset Management AB 9
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 9
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF 9
Gilliland Jeter Wealth Management LLC 9
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 9
Gyon Technologies Capital Management, LP 9
361 Capital Llc 9
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 9
Main Street Research LLC 9
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 9
Wetzel Investment Advisors, Inc. 9
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 9
Alaska Permanent Fund Corp 9
Nippon Life Global Investors Americas, Inc. 9
Harwood Advisory Group, LLC 9
Clearview Wealth Advisors LLC 9
Sage Mountain Advisors LLC 9
Leelyn Smith, LLC 9
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 9
Beck Bode, LLC 9
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 9
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 9
Private Management Group Inc 9
Grandfield & Dodd, Llc 9
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 9
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 9
Private Advisory Group LLC 9
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 9
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 9
Infrastructure Capital Advisors, Llc 9
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 9
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 9
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 9
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 9
IYIAX - IVY FUNDS - Ivy Municipal High Income Fund Class A 9
RGLIX - ALLIANZ FUNDS - AllianzGI Global Natural Resources Fund Institutional 9
Halbert Hargrove Global Advisors, Llc 9
High Note Wealth, LLC 9
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 9
Carnegie Capital Asset Management, LLC 9
Miracle Mile Advisors, LLC 9
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 9
TBP Investments Management, LLC 9
PCIMX - PIMCO FUNDS - PIMCO California Intermediate Municipal Bond Fund Institutional 9
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 9
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 9
Kentucky Retirement Systems Insurance Trust Fund 9
Bpv Family Of Funds 9
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 9
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 9
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 9
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 9
Pinnacle Financial Partners Inc 9
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 9
Belmont Global Advisors, Inc. 9
Palmer Square Opportunistic Income Fund 9
Kentucky Retirement Systems 9
Usa Mutuals Advisors, Inc. 9
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 9
Jump Trading, Llc 9
Genesis Wealth Advisors, LLC 9
Tiaa, Fsb 9
Beacon Capital Management, Inc. 9
Wealthsource Partners, Llc 9
Cfm Wealth Partners Llc 9
Franklin Templeton ETF Trust - Western Asset Bond ETF 9
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 9
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 9
ACK Asset Management LLC 9
Brown, Lisle/cummings, Inc. 9
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 9
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
Pinkerton Retirement Specialists, LLC 9
Schafer Cullen Capital Management Inc 9
RWM Asset Management, LLC 9
First Foundation Advisors 9
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF 9
Cornerstone Wealth Group, LLC 9
RPg Family Wealth Advisory, LLC 9
Joseph P. Lucia & Associates, LLC 9
Dixon Hubard Feinour & Brown Inc/va 9
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 9
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 9
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund 9
Golden State Equity Partners 9
Meiji Yasuda Life Insurance Co 9
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 9
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 9
New Wave Wealth Advisors Llc 9
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 9
Aris Wealth Services, Inc. 9
Machina Capital S.a.s. 9
Dorsey & Whitney Trust CO LLC 9
Choate Investment Advisors 9
Manchester Financial Inc 9
Mid Atlantic Financial Management Inc/adv 9
TLMAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Municipal Fund Class A 9
RMR Wealth Builders 9
Gyl Financial Synergies, Llc 9
McGowan Group Asset Management, Inc. 9
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 9
Human Investing LLC 9
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 9
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 9
Beech Hill Advisors, Inc. 9
Forty4 Asset Management LLC 9
Phocas Financial Corp. 9
Pensionmark Financial Group, Llc 9
Nova Wealth Management, Inc. 9
National Penn Investors Trust Co /pa 9
Hnp Capital Llc 9
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 9
Whitebox Advisors Llc 9
Salomon & Ludwin, LLC 9
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 9
WPG Advisers, LLC 9
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 9
Harvest Investment Services, LLC 9
Sprott Inc. 9
Wealth Preservation Advisors, LLC 9
Allegheny Financial Group LTD 9
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 9
IAG Wealth Partners, LLC 9
Mizuho Asset Management Co.,Ltd. 9
Ossiam 9
Binnacle Investments Inc 9
Bay Harbor Wealth Management, LLC 9
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 9
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 9
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 9
RBB FUND, INC. - Aquarius International Fund 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 9
Mach-1 Financial Group, Inc. 9
Semmax Financial Advisors Inc. 9
Bahl & Gaynor Inc 9
Greenwich Investment Management, Inc. 9
qPULA Trading Management LP 9
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 9
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 9
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 9
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 9
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 9
Asahi Life Asset Management Co., Ltd. 9
Thoroughbred Financial Services, Llc 9
Vontobel Holding Ltd. 9
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 9
NorthRock Partners, LLC 9
Wealth Alliance 9
Greater India Portfolio - Greater India Portfolio 9
EA Series Trust 9
OHIO NATIONAL FUND INC - ON Bond Portfolio 9
America First Investment Advisors, LLC 9
Bangor Savings Bank 9
Next Capital Management LLC 9
Stratos Wealth Advisors, LLC 9
Coastal Capital Group, Inc. 9
Old North State Trust, LLC 9
Heritage Wealth Advisors 9
IORAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6 9
Fma Advisory Inc 9
Pacific Global Investment Management Co 9
SWAN Capital LLC 9
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 9
Essex Savings Bank 9
Frank, Rimerman Advisors LLC 9
Yellowstone Partners, LLC 9
Everence Capital Management Inc 9
Cadence Bank Na 9
Legacy Bridge, LLC 9
Lavaca Capital Llc 9
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 9
PFG Investments, LLC 9
InterOcean Capital Group, LLC 9
Grey Street Capital, LLC 9
PPM Funds - PPM Floating Rate Income Fund (Inst) 9
Gen-Wealth Partners Inc 9
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 9
IFM Investors Pty Ltd 9
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 9
Family Firm, Inc. 9
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 9
RVRB - ADVISORS SERIES TRUST - Reverb ETF 9
Madden Advisory Services, Inc. 9
J.Safra Asset Management Corp 9
Canton Hathaway, LLC 9
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 9
Investment Management Corp of Ontario 9
Standard Family Office LLC 9
Equitable Holdings, Inc. 9
Freedman Financial Associates, Inc. 9
Connable Office Inc 9
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 9
Lee Danner & Bass Inc 9
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 9
Invesco Quality Municipal Income Trust 9
Safeguard Investment Advisory Group, LLC 9
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 9
Invesco Trust For Investment Grade Municipals 9
Integrated Wealth Counsel, Llc 9
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 9
Cozad Asset Management Inc 9
Kowal Investment Group, LLC 9
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 9
Midwest Trust Co 9
Worldquant Millennium Advisors Llc 9
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF 9
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 9
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C 9
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 9
Redpoint Investment Management Pty Ltd 9
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 9
Strategy Asset Managers Llc 9
New York Life Trust Co 9
Invesco High Income Trust Ii 9
Private Bank & Trust Co 9
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 9
Heartland Advisors Inc 9
Simply Money Advisors 9
Goelzer Investment Management, Inc. 9
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 9
Millstone Evans Group, LLC 9
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 9
EBI - RBB Fund Trust - Longview Advantage ETF 9
Riggs Asset Managment Co. Inc. 9
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 9
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 9
HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A 9
Raab & Moskowitz Asset Management LLC 9
BTC Capital Management, Inc. 9
Altium Wealth Management LLC 9
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 9
B. Metzler seel. Sohn & Co. Holding AG 9
Lebenthal Holdings,LLC 9
Investors Asset Management Of Georgia Inc /ga/ /adv 9
Alpha Omega Wealth Management LLC 9
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 9
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 9
MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class 9
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 9
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 9
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 9
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 9
Lakeview Capital Partners, LLC 9
Ceredex Value Advisors LLC 9
Compass Wealth Management LLC 9
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 9
IWB - iSHARES TRUST - iShares Russell 1000 ETF 9
Northwest Investment Counselors, Llc 9
Argentus Capital Management, LLC 9
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 9
Mill Creek Capital Advisors, LLC 9
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 9
Klp Kapitalforvaltning As 9
Commonwealth Financial Services, LLC 9
Signature Wealth Management Group 9
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 9
R&F Capital Advisors LP 9
Kula Investments, LLC 9
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 9
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 9
Mainstay Capital Management Llc /adv 9
Haverford Trust Co 9
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 9
Spears Abacus Advisors LLC 9
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 9
Eaton Vance Tax-managed Buy-write Income Fund 9
Shufro Rose & Co Llc 9
Nuveen S&p 500 Buywrite Income Fund 9
OmniStar Financial Group, Inc. 9
Resource Management, LLC 9
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 9
Emerald Advisers, Llc 9
Gabelli Dividend & Income Trust 9
Inceptionr Llc 9
Nuveen Core Equity Alpha Fund 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 9
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 9
Park Place Capital Corp 9
Nuveen S&p 500 Dynamic Overwrite Fund 9
Boston Trust Walden Corp 9
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 9
Oppenheimer Capital Income Fund 9
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 9
Game Creek Capital, LP 9
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 9
PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 9
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 9
Harvest Portfolios Group Inc. 9
Garda Capital Partners Lp 9
Net Worth Advisory Group 9
PIONEER CORE TRUST I - Pioneer High Income Municipal Portfolio 9
Point View Wealth Management, Inc. 9
PGGM Investments 9
SRTTX - SMA RELATIONSHIP TRUST - Series T 9
Nissay Asset Management Corp /japan/ /adv 9
Connectus Wealth, LLC 9
GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund 9
Moran Wealth Management, LLC 9
Securian Funds Trust - SFT T. Rowe Price Value Fund 9
Neuburgh Advisers LLC 9
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 9
MANA Advisors LLC 9
Providence Capital Advisors, LLC 9
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 9
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 9
Alta Advisers Ltd 9
Principia Wealth Advisory, LLC 9
Kaizen Advisory, Llc 9
Endurance Wealth Management, Inc. 9
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 9
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 9
BancorpSouth Bank 9
Glass Jacobson Investment Advisors llc 9
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 9
AXS Investments LLC 9
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 9
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 9
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class 9
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 9
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 9
Jarislowsky, Fraser Ltd 9
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 9
Camelot Portfolios, LLC 9
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 9
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 9
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 9
Nfj Investment Group, Llc 9
Community Bank System, Inc. 9
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 9
Holistic Financial Partners 9
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 9
Thomas J. Herzfeld Advisors, Inc. 9
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 9
PFG Private Wealth Management, LLC 9
Trilogy Capital Inc. 9
Icon Wealth Advisors, LLC 9
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 9
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 9
Dowling & Yahnke Llc 9
Westchester Capital Management, LLC 9
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 9
Guardian Life Insurance Co Of America 9
PPM Funds - PPM High Yield Core Fund (Inst) 9
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 9
Field & Main Bank 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 9
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 9
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 9
Gallacher Capital Management LLC 9
Gw Henssler & Associates Ltd 9
Great Lakes Retirement, Inc. 9
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
DRLL - EA Series Trust - Strive U.S. Energy ETF 9
Valentine Capital Asset Management, Inc. 9
Drive Wealth Management, Llc 9
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 9
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 9
Fjarde Ap-fonden /fourth Swedish National Pension Fund 9
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 9
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 9
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 9
Palladiem, Llc 9
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 9
Colonial Trust Co / SC 9
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 9
Deseret Mutual Benefit Administrators 9
Telemetry Investments, L.L.C. 9
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 9
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 9
Prentiss Smith & Co Inc 9
TD Capital Management LLC 9
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 9
Vicus Capital 9
Bank of New Hampshire 9
Mesirow Financial Investment Management, Inc. 9
Personal Capital Advisors Corp 9
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 9
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 9
WealthPlan Investment Management, LLC 9
HWG Holdings LP 9
Jag Capital Management, Llc 9
Marco Investment Management Llc 9
Quantum Capital Management 9
BancorpSouth Inc 9
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 9
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 8
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 8
New World Fund Inc 8
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 8
Center for Financial Planning, Inc. 8
Catamount Wealth Management 8
Guardian Investor Services Llc 8
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 8
Cohen & Steers Capital Management Inc 8
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 8
MPS Loria Financial Planners, LLC 8
BIGTX - Monteagle Funds - The Texas Fund Class I 8
Capital Advisory Group Advisory Services, LLC 8
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 8
Railway Pension Investments Ltd 8
Woodline Partners LP 8
Sawyer & Company, Inc 8
KCS Wealth Advisory 8
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 8
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 8
Capital Wealth Alliance, LLC 8
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 8
Parcion Private Wealth LLC 8
L2 Asset Management, LLC 8
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 8
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 8
Global Trust Asset Management, LLC 8
Intrua Financial, LLC 8
BP Capital Management L P 8
Banco BTG Pactual S.A. 8
Anfield Capital Management, LLC 8
CBIZ Investment Advisory Services, LLC 8
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 8
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 8
Penseco Financial Services Corp 8
Fort Point Capital Partners LLC 8
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 8
Advanced Investment Partners, LLC 8
Cazenove Capital Management Ltd 8
Trillium Asset Management, Llc 8
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 8
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 8
Invesco Advantage Municipal Income Trust Ii 8
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 8
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 8
PFG Advisors 8
Camden Capital, LLC 8
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 8
Farmers National Bank 8
Independent Solutions Wealth Management, LLC 8
Kernodle & Katon Asset Management Group, LLC 8
Nations Financial Group Inc, /ia/ /adv 8
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 8
Stokes Family Office, LLC 8
Tennessee Valley Asset Management Partners 8
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 8
First National Bank Of Omaha 8
Cna Financial Corp 8
Parkworth Wealth Management, Inc. 8
Park Avenue Institutional Advisers LLC 8
Voya Emerging Markets High Dividend Equity Fund 8
Bnc Wealth Management, Llc 8
Jeppson Wealth Management, Llc 8
Zimmer Partners, LP 8
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 8
Spdr S&p 500 Etf Trust 8
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 8
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 8
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 8
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 8
Hughes Financial Services, LLC 8
Wealth Advisory Solutions, LLC 8
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 8
Ruggie Capital Group 8
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 8
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 8
Quaker Wealth Management, LLC 8
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 8
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 8
Kemnay Advisory Services Inc. 8
Managed Asset Portfolios, Llc 8
Bardin Hill Management Partners Lp 8
Anchor Bolt Capital, LP 8
Samalin Investment Counsel, LLC 8
Howard Wealth Management, Llc 8
MTM Investment Management, LLC 8
Diversified, LLC 8
McClarren Financial Advisors, Inc. 8
Future Financial Wealth Managment LLC 8
LNZ Capital LP 8
XML Financial, LLC 8
Berger Financial Group, Inc 8
Dynamic Capital Management Ltd 8
Ellsworth Advisors, LLC 8
E Fund Management Co., Ltd. 8
NMTRX - Nuveen Managed Accounts Portfolios Trust - Municipal Total Return Managed Accounts Portfolio Common Shares 8
MBE Wealth Management, LLC 8
Baker Tilly Financial, Llc 8
Plancorp, LLC 8
SNS Financial Group, LLC 8
Clal Insurance Enterprises Holdings Ltd 8
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 8
Donaldson Capital Management, Llc 8
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 8
First Allied Asset Management, Inc. 8
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 8
Lebenthal Global Advisors, LLC 8
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 8
Td Asset Management Usa Funds Inc. 8
Crawford Investment Counsel Inc 8
B&D White Capital Company, LLC 8
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 8
Mcdonald Partners Llc 8
Sittner & Nelson, Llc 8
Europacific Growth Fund 8
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 8
F/M Investments LLC 8
FDO Partners, LLC 8
Tacita Capital Inc 8
Capital International Investors 8
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 8
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 8
Outfitter Financial LLC 8
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 8
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 8
Tradewinds Global Investors, LLC 8
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 8
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 8
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 8
Gerber Kawasaki Wealth & Investment Management 8
44 Wealth Management Llc 8
Godsey & Gibb Associates 8
Exane Asset Management 8
Schooner Investment Group, LLC. 8
Douglas Lane & Associates, LLC 8
Red Door Wealth Management, LLC 8
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 8
Lockheed Martin Investment Management Co 8
Curi Wealth Management, LLC 8
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 8
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 8
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 8
RiverPoint Capital Management, LLC 8
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 8
Mayflower Financial Advisors, LLC 8
AMF Pensionsforsakring AB 8
Willis Johnson & Associates, Inc. 8
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 8
Nwq Investment Management Company, Llc 8
Capital Research Global Investors 8
Clean Yield Group 8
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 8
Cornerstone Advisory, LLC 8
Pallas Capital Advisors LLC 8
Cambrian Capital Limited Partnership 8
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 8
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 8
Eidelman Virant Capital 8
Gabelli Equity Series Funds Inc 8
Harvest Fund Advisors LLC 8
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 8
Haberer Registered Investment Advisor Inc 8
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 8
Murphy & Mullick Capital Management Corp 8
TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund 8
Hudson Valley Investment Advisors Inc /adv 8
Siemens Fonds Invest GmbH 8
Heritage Wealth Management, Llc 8
Fernwood Investment Management, LLC 8
Triumph Capital Management 8
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 8
PartnerRe Asset Management CORP 8
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 8
GM Advisory Group, Inc. 8
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 8
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 8
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 8
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 8
Platte River Capital LLC 8
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 8
Cohen & Steers Global Income Builder, Inc 8
Old West Investment Management, LLC 8
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 8
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 8
InterOcean Capital, LLC 8
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 8
Lyons Wealth Management, LLC. 8
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 8
Westover Capital Advisors, LLC 8
Saiers Capital, LLC 8
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 8
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 8
WealthTrak Capital Management LLC 8
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 8
McElhenny Sheffield Capital Management, LLC 8
Steadfast Capital Management Lp 8
Brick & Kyle, Associates 8
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 8
Atalanta Sosnoff Capital, Llc 8
Heritage Investors Management Corp 8
Osterweis Capital Management Inc 8
Boyd Watterson Asset Management Llc/oh 8
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 8
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 8
Live Your Vision, LLC 8
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 8
Mid Continent Capital Llc/il 8
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 8
Welch Group, LLC 8
Guinness Atkinson Asset Management Inc 8
Guinness Asset Management LTD 8
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 8
Paradigm Capital Management Inc/ny 8
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 8
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 8
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 8
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 8
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 8
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 8
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 8
Lowe Brockenbrough & Co Inc 8
Claris Advisors, Llc / Mo / 8
Horan Capital Advisors, LLC. 8
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 8
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 8
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 8
Kingfisher Capital LLC 8
Wright Managed Equity Trust 8
New America High Income Fund Inc 8
Essex Investment Management Co Llc 8
United Asset Strategies, Inc. 8
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 8
Stratton Management Co 8
Gratus Capital LLC 8
Argent Trust Co 8
Covenant Multifamily Offices, LLC 8
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 8
Risk Paradigm Group, LLC 8
Ssi Investment Management Llc 8
SSO - PROSHARES TRUST - ProShares Ultra S&P500 8
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 8
Norwood Financial Corp 8
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares 8
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares 8
BSW Wealth Partners 8
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 8
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 8
RFG Advisory, LLC 8
South Georgia Capital, Llc 8
Buckingham Strategic Partners 8
Oarsman Capital, Inc. 8
Virtus Global Multi-sector Income Fund 8
King Wealth 8
DSAM Partners (London) Ltd 8
Callan Capital, LLC 8
Deutsche Value Series, Inc 8
Confluence Wealth Services, Inc. 8
Vantage Investment Partners, LLC 8
Prosperity Consulting Group, LLC 8
VCIGX - VALIC Co I - Dividend Value Fund 8
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 8
VSTIX - VALIC Co I - Stock Index Fund 8
Basso Capital Management, L.p. 8
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 8
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 8
ABASX - AB TRUST - AB Discovery Value Fund Class A 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 8
Gyroscope Capital Management Group, Llc 8
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 8
Raiffeisen Bank International AG 8
Groesbeck Investment Management Corp /nj/ 8
Strategic Wealth Advisors Group, LLC 8
Tobam 8
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 8
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 8
Cushing Mlp Total Return Fund 8
Modera Wealth Management, LLC 8
Crow Point Partners, LLC 8
New Millennium Group LLC 8
Stock Yards Bank & Trust Co 8
RE Dickinson Investment Advisors, LLC 8
Journey Strategic Wealth Llc 8
ULTRA SERIES FUND - Diversified Income Fund Class I 8
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 8
Eisler Capital Management Ltd. 8
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 8
Mbb Public Markets I Llc 8
Oppenheimer Steelpath Panoramic Fund 8
VNBTrust, National Association 8
Redmont Wealth Advisors Llc 8
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 8
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 8
Western Pacific Wealth Management, LP 8
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 8
Exxonmobil Investment Management Inc /tx 8
Dfa Investment Trust Co - The U.s. Large Cap Value Series 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 8
CrestPoint Capital Management, LLC 8
Zullo Investment Group, Inc. 8
Meristem Family Wealth, LLC 8
Exchange Capital Management, Inc. 8
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 8
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 8
Capital City Trust Co/fl 8
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 8
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 8
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 8
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 8
Peachtree Investment Advisors, Inc. 8
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 8
Acropolis Investment Management, LLC 8
Donald L. Hagan, LLC 8
Federated Mdt Large Cap Value Fund 8
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 8
Malaga Cove Capital, LLC 8
Banque Transatlantique SA 8
City State Bank 8
American Trust 8
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 8
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 8
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 8
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 8
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 8
CenturyLink Investment Management Co 8
Smallwood Wealth Investment Management, LLC 8
DORCHESTER WEALTH MANAGEMENT Co 8
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 8
Masters Capital Management Llc 8
FormulaFolio Investments, LLC 8
Strategic Advisors LLC 8
Safeguard Financial, LLC 8
Your Advocates Ltd., LLP 8
Glaxis Capital Management, LLC 8
Legg Mason Bw Global Income Opportunities Fund Inc. 8
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 8
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 8
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 8
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 8
Capital Innovations LLC 8
Cordasco Financial Network 8
SILVER OAK SECURITIES, Inc 8
DT Investment Partners, LLC 8
Resurgent Financial Advisors LLC 8
Mengis Capital Management, Inc. 8
Shamrock Asset Management LLC 8
EHP Funds Inc. 8
Nippon Life Insurance Co 8
1620 Investment Advisors, Inc. 8
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 8
Zwj Investment Counsel Inc 8
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 8
Gofen & Glossberg Llc /il/ 8
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 8
Newfound Research LLC 8
Financial Sense Advisors, Inc. 8
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 8
Anchor Capital Advisors Llc 8
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 8
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 8
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 8
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 8
Cim Investment Mangement Inc 8
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 8
Triasima Portfolio Management inc. 8
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 8
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 8
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 8
Allen Investment Management LLC 8
Castle Wealth Management Llc 8
EdgeRock Capital LLC 8
Eaton Vance California Municipal Bond Fund 8
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 8
Smart Portfolios, LLC 8
Axxcess Wealth Management, Llc 8
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 8
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 8
Causeway Capital Management Llc 8
Ivory Investment Management, Llc 8
Marietta Investment Partners Llc 8
Romano Brothers And Company 8
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 8
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 8
Wbh Advisory Inc 8
Usca All Terrain Fund 8
MUISX - BMO FUNDS, INC. - BMO Ultra Short Tax-Free Fund Class I 8
Eagle Ridge Investment Management 8
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 8
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 8
Creative Capital Management Investments LLC 8
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 8
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 8
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 8
Fiduciary Alliance LLC 8
Ohio National Investments, Inc. 8
PKO Investment Management Joint-Stock Co 8
Loews Corp 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 8
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 8
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 8
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 8
Chapin Davis, Inc. 8
Successful Portfolios LLC 8
First Merchants Corp 8
VitalStone Financial, LLC 8
Mendota Financial Group, LLC 8
New England Capital Financial Advisors LLC 8
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 8
Private Wealth Partners, LLC 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 8
Midwest Professional Planners, LTD. 8
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 8
Aevitas Wealth Management, Inc. 8
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 8
Valmark Advisers, Inc. 8
PWS - Pacer Funds Trust - Pacer WealthShield ETF 8
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 8
Athena Capital Advisors Llc 8
WestEnd Advisors, LLC 8
Oversea-Chinese Banking CORP Ltd 8
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 8
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 8
Botty Investors LLC 8
Vanguard Capital Wealth Advisors 8
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB 8
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 8
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 8
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF 8
Cowen And Company, Llc 8
ISAM Funds (UK) Ltd 8
Seelaus Asset Management LLC 8
TD Securities (USA) LLC 8
Essex Financial Services, Inc. 8
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 8
Curian Capital Llc 8
BLPIX - Profunds - Bull Profund Investor Class 8
ULPIX - Profunds - Ultrabull Profund Investor Class 8
LVPIX - Profunds - Large-cap Value Profund Investor Class 8
Kanawha Capital Management Llc 8
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 8
Tiaa Cref Trust Co Fsb/mo 8
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 8
Mattson Financial Services, LLC 8
Hermes Investment Management Ltd 8
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 8
Hallmark Capital Management Inc 8
Marino, Stram & Associates Llc 8
Centerpoint Advisors, LLC 8
Strategic Investment Solutions, Inc. /IL 8
Vaughan Nelson Investment Management, L.p. 8
Burnham Asset Management Corp /ny/ 8
Varma Mutual Pension Insurance Co 8
Wealth Alliance Advisory Group, LLC 8
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 8
Meeder Advisory Services, Inc. 8
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF 8
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 8
Pathway Financial Advisors LLC 8
Hc Financial Advisors Inc 8
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 8
Elo Mutual Pension Insurance Co 8
North Star Asset Management Inc 8
Change Path, LLC 8
Beck Mack & Oliver Llc 8
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 8
North Capital, Inc. 8
Portman Square Capital LLP 8
Guyasuta Investment Advisors Inc 8
Howard Capital Management Inc. 8
Burt Wealth Advisors 8
Chesapeake Wealth Management 8
Greenline Partners, LLC 8
Integrity Alliance, Llc. 8
K.J. Harrison & Partners Inc 8
Unigestion Holding SA 8
Deltec Asset Management Llc 8
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 8
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 8
Brand Asset Management Group, Inc. 8
Avitas Wealth Management LLC 8
Equitable Trust Co 8
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 8
GABELLI & Co INVESTMENT ADVISERS, INC. 8
Hourglass Capital, Llc 8
STXV - EA Series Trust - Strive 1000 Value ETF 8
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 8
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 8
V-Square Quantitative Management LLC 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 8
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 8
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 8
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 8
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 8
DAINX - Dunham Funds - Dunham International Stock Fund Class A 8
Nilsine Partners, LLC 8
Avalon Trust Co 8
Dfpg Investments, Llc 8
Graves-Light Private Wealth Management, Inc. 8
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 8
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares 8
Allred Capital Management, LLC 8
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 8
Imprint Wealth LLC 8
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 8
Acima Private Wealth, Llc 8
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 8
Tcg Advisors, Lp 8
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 8
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 8
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 8
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 8
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 8
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 8
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 8
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 8
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 8
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 8
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 8
Boston Financial Mangement Llc 8
MBM Wealth Consultants, LLC 8
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 8
9258 Wealth Management, LLC 8
Genus Capital Management Inc. 8
iA Global Asset Management Inc. 8
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 8
Deep Basin Capital LP 8
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 8
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 8
Seeyond 8
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 8
Headinvest, Llc 8
Hoover Financial Advisors, Inc. 8
Meridian Wealth Advisors, LLC 8
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 8
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 8
Cookson Peirce & Co Inc 8
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 8
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 8
MorganRosel Wealth Management, LLC 8
Halpern Financial, Inc. 8
Kimelman & Baird, LLC 8
Brandywine Oak Private Wealth Llc 8
MONECO Advisors, LLC 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 8
Western Wealth Management, LLC 8
DecisionPoint Financial, LLC 8
Clarfeld Financial Advisors, Llc 8
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 8
Woodmont Investment Counsel Llc 8
HDV - iSHARES TRUST - iShares Core High Dividend ETF 8
HFM Investment Advisors, LLC 8
BCJ Capital Management, LLC 8
Bridgecreek Investment Management, LLC 8
Cullen Capital Management, LLC 8
Occidental Asset Management, LLC 8
Atwater Malick LLC 8
Ransom Advisory, Ltd 8
BluePath Capital Management, LLC 8
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 8
Epoch Investment Partners, Inc. 8
Tiaa Trust, National Association 8
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 8
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 8
Means Investment Co., Inc. 8
Patriot Investment Management Inc. 8
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 8
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 8
Simmons First Trust Co Na 8
Old Republic International Corp 8
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 8
LifePlan Financial Group, Inc 8
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 8
Us Financial Advisors, Llc 8
IGNBX - IVY FUNDS - Ivy Natural Resources Fund Class B 8
M Holdings Securities, Inc. 8
THMBX - THRIVENT MUTUAL FUNDS - Thrivent High Income Municipal Bond Fund Class S 8
OneAscent Financial Services LLC 8
Patten Group, Inc. 8
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 8
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 8
FirstMerit Bank N A Trustee 8
Moody Lynn & Lieberson, Llc 8
Chelsea Counsel Co 8
Burns Matteson Capital Management, LLC 8
West Paces Advisors Inc. 8
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 8
Corrado Advisors, Llc 8
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 8
Financial Perspectives, Inc 8
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 8
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 8
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 8
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 8
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 8
Premier Path Wealth Partners, LLC 8
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 8
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 8
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 8
Folger Hill Asset Management LP 8
Arrow Investment Advisors, LLC 8
Grimes & Company, Inc. 8
Traynor Capital Management, Inc. 8
First National Trust Co 8
TCF National Bank 8
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 8
Proffitt & Goodson Inc 8
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 8
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 8
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 8
Ilmarinen Mutual Pension Insurance Co 8
Cullen Investment Group, Ltd. 8
Chartwell Investment Partners, Llc 8
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 8
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 8
Busey Wealth Management 8
Financial Engines Advisors L.L.C. 8
Unique Wealth Strategies, LLC 8
Mowery & Schoenfeld Wealth Management, LLC 8
SPC Financial, Inc. 8
MeadowBrook Investment Advisors LLC 8
Clark Estates Inc/ny 8
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 8
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 8
TXRIX - JPMorgan Trust I - JPMorgan Tax Aware Real Return Fund Class I 8
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 8
AGF Investments America Inc. 8
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 8
Keating Investment Counselors Inc 8
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 8
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 8
BKD Wealth Advisors, LLC 8
Seminole Management Co., Inc. 8
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 8
Opus Capital Group, LLC 8
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 8
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 8
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 8
Canal Capital Management, LLC 8
Sentinel Trust Co Lba 8
Catalytic Wealth RIA, LLC 8
Plato Investment Management Ltd 8
New Age Alpha Advisors, LLC 8
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 8
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 8
Ccm Investment Advisers Llc 8
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 8
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 8
Carmignac Gestion 8
Degroof Petercam Asset Management 8
Chesley Taft & Associates LLC 8
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 8
LM Advisors LLC 8
CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N 8
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 8
Philadelphia Trust Co 8
Main Street Group, LTD 8
First Financial Bankshares Inc 8
FLP Wealth Management, LLC 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 8
AlTi Global, Inc. 8
NOSIX - Northern Funds - Northern Stock Index Fund 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 8
NOLVX - Northern Funds - Northern Large Cap Value Fund 8
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 8
Hollow Brook Wealth Management LLC 8
Towle & Co 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 8
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 8
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 8
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 8
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 8
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 8
VMAX - Lattice Strategies Trust - Hartford US Value ETF 8
Cypress Funds Llc 8
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 8
Steadfast Advisors Lp 8
Morningstar Investment Services LLC 8
Roundview Capital LLC 8
Artisan Partners Limited Partnership 8
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 8
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 8
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 8
Pinnacle Holdings, LLC 8
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 8
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 8
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 8
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 8
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 8
South Texas Money Management Ltd 8
KLCM Advisors, Inc. 8
Sumitomo Life Insurance Co 8
Focus Financial Network, Inc. 8
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 8
Sirios Capital Management L P 8
Advanced Series Trust - Ast International Growth Portfolio 8
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 8
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 8
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 8
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 8
Advanced Series Trust - Ast International Value Portfolio 8
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 8
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 8
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 8
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 8
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 8
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 8
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 8
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 8
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 8
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 8
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 8
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 8
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 8
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 8
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 8
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 8
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 8
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 8
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 8
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 8
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 8
PENN SERIES FUNDS INC - Index 500 Fund 8
New England Asset Management Inc 8
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 8
PACIFIC SELECT FUND - Equity Index Portfolio Class I 8
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 8
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 8
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 8
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 8
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 8
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 8
Diversify Advisory Services, LLC 8
Securian Funds Trust - SFT Index 500 Fund Class 1 8
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 8
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 8
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 8
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 8
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 8
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 8
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 8
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 8
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 8
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 8
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 8
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 8
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 8
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 8
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 8
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 8
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 8
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 8
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 8
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 8
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 8
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 8
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 8
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 8
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 8
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 8
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 8
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 8
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 8
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 8
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 8
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 8
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 8
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 8
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 8
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 8
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 8
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 8
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 8
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 8
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 8
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 8
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 8
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 8
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 8
MML Series Investment Fund II - MML Equity Rotation Fund Class II 8
Profunds - Profund Vp Ultrabull 8
Profunds - Profund Vp Bull 8
Profunds - Profund Vp Large-cap Value 8
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 8
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A 8
GATEX - Gateway Trust - Gateway Fund Class A Shares 8
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 8
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 8
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 8
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 8
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 8
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 8
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 8
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 8
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 8
PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 8
Eubel Brady & Suttman Asset Management Inc 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 8
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 8
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 8
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 8
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 8
MBEQX - M FUND INC - M International Equity Fund 8
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 8
Sarofim Fayez 8
Jackson Square Capital, Llc 8
New Capital Management LP 8
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 8
Elgethun Capital Management 8
Davis Capital Management 8
Oxford Financial Group Ltd 8
IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P 8
Kohmann Bosshard Financial Services, LLC 8
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 8
Chiron Investment Management, LLC 8
Symphony Financial, Ltd. Co. 8
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 8
Wingate Wealth Advisors, Inc. 8
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 8
Mascoma Wealth Management LLC 8
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 8
Optimal Asset Management, Inc. 8
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 8
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 8
Galaxy Capital Trading Ltd 8
Graypoint LLC 8
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 8
Adviser Investments LLC 8
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 8
RGT Wealth Advisors, LLC 8
Citizens National Bank Trust Department 8
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 8
Rikoon Group, LLC 8
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 8
Stux Capital Management, LLC 8
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 8
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 8
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 8
TVR Capital Management LP 8
Wilmington Funds Management Corp 8
Wilmington Trust Investment Management, LLC 8
Wilmington Trust, National Association 8
TFG Advisers LLC 8
PPM Funds - PPM Long Short Credit Fund (Inst) 8
Pacific Center for Financial Services 8
Core Alternative Capital 8
Sullivan, Bruyette, Speros & Blaney, LLC 8
Wsfs Capital Management, Llc 8
Alerus Financial Na 8
Heritage Trust Co 8
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 8
Dialectic Capital Management, Lp 8
Stephenson National Bank & Trust 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 8
Passport Capital, LLC 8
MARSHALL WACE ASIA Ltd 8
Clear Perspective Advisors, LLC 8
Union Bancaire Privee, UBP SA 8
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 8
Franklin, Parlapiano, Turner & Welch, LLC 8
Aua Capital Management, Llc 8
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 8
Woodard & Co Asset Management Group Inc /adv 7
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 7
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 7
DHJJ Financial Advisors, Ltd. 7
Ruggaard & Associates LLC 7
Iron Horse Wealth Management, LLC 7
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 7
Atlas Private Wealth Advisors 7
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 7
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 7
EFG Asset Management (Americas) Corp. 7
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 7
Keystone Financial Group 7
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 7
AlphaStar Capital Management, LLC 7
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 7
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 7
ACVF - ETF Opportunities Trust - American Conservative Values ETF 7
Sage Capital Advisors,llc 7
National Investment Services Inc /wi 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 7
Magnolia Capital Advisors Llc 7
Signature Resources Capital Management, LLC 7
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 7
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 7
Ti-trust, Inc 7
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 7
STRV - EA Series Trust - Strive 500 ETF 7
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 7
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 7
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 7
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 7
La Banque Postale Asset Management SA 7
Gwn Securities Inc. 7
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 7
Boston Family Office Llc 7
Green Harvest Asset Management LLC 7
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 7
Hardy Reed LLC 7
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 7
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 7
Dogwood Wealth Management LLC 7
Cobblestone Capital Advisors Llc /ny/ 7
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 7
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 7
Pine Valley Investments Ltd Liability Co 7
Beutel, Goodman & Co Ltd. 7
National Wealth Management Group, LLC 7
Crews Bank & Trust 7
Roman Butler Fullerton & Co 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 7
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 7
Grandview Asset Management LLC 7
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 7
Mitchell Capital Management Co 7
Atala Financial Inc 7
Peddock Capital Advisors, Llc 7
Quotient Wealth Partners, LLC 7
Blue Fin Capital, Inc. 7
LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A 7
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 7
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 7
Allstate Investment Management Co 7
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 7
Demars Financial Group, LLC 7
Hennion & Walsh Asset Management, Inc. 7
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 7
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 7
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 7
Putnam Global Natural Resources Fund 7
Aspen Investment Management Inc 7
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 7
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 7
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 7
Community Financial Services Group, LLC 7
Duquesne Family Office LLC 7
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 7
Orleans Capital Management Corp/la 7
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 7
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 7
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 7
ENDW - EA Series Trust - Cambria Endowment Style ETF 7
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 7
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 7
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 7
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 7
Northwest Bancshares, Inc. 7
Aspiriant, Llc 7
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 7
Family Capital Trust Co 7
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 7
Piscataqua Savings Bank 7
Bamco Inc /ny/ 7
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 7
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 7
CRA Financial Services, LLC 7
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 7
MEMBERS Trust Co 7
Sovereign Financial Group, Inc. 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 7
Advisor Consultant Network Inc 7
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 7
LGPIX - Profunds - Large-cap Growth Profund Investor Class 7
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 7
Tidemark, LLC 7
Empower Advisory Group, LLC 7
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 7
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 7
Strategic Investment Advisors / MI 7
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 7
Bronson Point Management LLC 7
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 7
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 7
Global Assets Advisory, LLC 7
Costello Asset Management, INC 7
Mizuho Securities Usa Llc 7
Numina Capital Management, LLC 7
TruNorth Capital Management, LLC 7
PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. 7
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 7
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 7
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 7
Perpetual Investment Management Ltd 7
Cedar Brook Financial Partners, LLC 7
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 7
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund 7
Invst, LLC 7
Gleason Group, Inc. 7
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 7
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 7
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 7
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 7
SFY - Tidal ETF Trust - SoFi Select 500 ETF 7
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 7
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 7
Semper Augustus Investments Group Llc 7
Winnow Wealth Llc 7
CMT Asset Management Ltd 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 7
Aviso Financial Inc. 7
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 7
Reston Wealth Management Llc 7
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 7
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 7
Randolph Co Inc 7
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 7
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 7
Institutional Investment Strategy Fund 7
Nexus Asset Management LLC 7
Markston International Llc 7
Narwhal Capital Management 7
Zions Trust, National Association 7
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 7
Rocky Mountain Advisers, Llc 7
Ifrah Financial Services, Inc. 7
Belmont Capital, LLC 7
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 7
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 7
Modern Wealth Management, LLC 7
Hoey Investments, Inc 7
Fishman Jay A Ltd/mi 7
Truehand, Inc 7
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 7
55i, Llc 7
Baldwin Investment Management, LLC 7
NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A 7
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 7
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 7
Voya Asia Pacific High Dividend Equity Income Fund 7
Mizuho Securities Co. Ltd. 7
Third Point LLC 7
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 7
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 7
Voya International High Dividend Equity Income Fund 7
EntryPoint Capital, LLC 7
VanEck Funds 7
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 7
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 7
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 7
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 7
J. Safra Sarasin Holding AG 7
Cubic Asset Management, LLC 7
JS Capital Management LLC 7
Lionsbridge Wealth Management LLC 7
First National Bank of South Miami 7
Lombard Odier & Cie (Canada), Limited Partnership 7
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 7
Peconic Partners Llc 7
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 7
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 7
Gary Goldberg Planning Services Inc 7
Abacus Planning Group, Inc. 7
Weatherly Asset Management L. P. 7
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 7
Rainier Group Investment Advisory LLC 7
JT Stratford LLC 7
Strategic Capital Alternatives LLC 7
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 7
Farmers & Merchants Trust Co of Long Beach 7
Foster Dykema Cabot & Partners, Llc 7
Howland Capital Management Llc 7
Soltis Investment Advisors LLC 7
1776 Wealth LLC 7
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 7
Jackson Creek Investment Advisors LLC 7
Marketocracy Funds 7
FJ Investments, LLC 7
Birmingham Capital Management Co Inc/al 7
Clifford Swan Investment Counsel Llc 7
FUKOKU MUTUAL LIFE INSURANCE Co 7
Brewin Dolphin Wealth Management Ltd 7
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 7
Aspect Partners, LLC 7
Dymon Asia Capital (singapore) Pte. Ltd. 7
Cornerstone Advisors, LLC 7
Water Island Capital Llc 7
Everett Harris & Co /ca/ 7
Prevail Innovative Wealth Advisors, Llc 7
SCIU - Global X Funds - Global X Scientific Beta US ETF 7
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 7
Winthrop Partners - Wny, Llc 7
Magnus Financial Group LLC 7
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 7
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 7
Sanibel Captiva Trust Company, Inc. 7
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 7
Cutler Capital Management, LLC 7
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 7
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 7
NOLCX - Northern Funds - Northern Large Cap Core Fund 7
Semper Trust Co. 7
EIINX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Opportunities Fund Class R6 7
Hobbs Group Advisors, LLC 7
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 7
Rockland Trust Co 7
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 7
Vima Llc 7
NOIEX - Northern Funds - Northern Income Equity Fund 7
Charter Oak Capital Management, LLC 7
Stamos Capital Partners, L.p. 7
NMIEX - Northern Funds - Active M International Equity Fund 7
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 7
Cornerstone Advisors Inc 7
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 7
Carillon Tower Advisers, Inc. 7
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 7
Ironsides Asset Advisors, LLC 7
Sather Financial Group Inc 7
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 7
Harvest Group Wealth Management, Llc 7
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 7
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 7
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 7
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 7
Bowen Hanes & Co Inc 7
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 7
Indices-Pac Research Corp. 7
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 7
Mobius Capital Management, Llc 7
Harbor Financial Services, Llc 7
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 7
Susquehanna International Group Ltd. 7
Ostrum Asset Management 7
WFA of San Diego, LLC 7
Reby Advisors, LLC 7
Jackson, Grant Investment Advisers, Inc. 7
Campbell Wealth Management 7
Portolan Capital Management, LLC 7
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 7
Fidelity Multi-Strategy Credit Fund 7
Anchorage Capital Group, L.L.C. 7
FITAX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Income Fund Class A 7
Signature Estate & Investment Advisors Llc 7
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 7
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 7
Bedrijfstakpensioenfonds Voor De Media Pno 7
Murphy Capital Management Inc 7
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 7
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 7
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 7
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 7
Allianz Se 7
Carnick & Kubik, LLC 7
S&t Bank/pa 7
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 7
Templeton Emerging Markets Fund 7
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 7
Fortem Financial Group, Llc 7
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 7
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 7
Morse Asset Management, Inc 7
Blackrock California Municipal Income Trust 7
Actinver Wealth Management, Inc. 7
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 7
Cornerstone Total Return Fund Inc 7
Cornerstone Strategic Value Fund Inc 7
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 7
Capitolis Advisors LLC 7
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 7
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 7
VSM Wealth Advisory, LLC 7
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 7
Oak Thistle LLC 7
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 7
Harbor Asset Planning, Inc. 7
VACVX - VALIC Co II - Large Cap Value Fund 7
Livelsberger Financial Advisory 7
Reuter James Wealth Management, Llc 7
Rakuten Investment Management, Inc. 7
Starfire Investment Advisers, Inc. 7
Oder Investment Management, LLC 7
Chase Investment Counsel Corp 7
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 7
Asset Advisors Corp 7
Transform Wealth, LLC 7
Wallington Asset Management, LLC 7
Catalyst Financial Partners Llc 7
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 7
USVT - Ultimus Managers Trust - US VALUE ETF 7
Nalls Sherbakoff Group, Llc 7
Level Financial Advisors, Inc. 7
Ninety One North America, Inc. 7
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 7
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 7
KAMES CAPITAL management Ltd 7
Nuveen High Income 2020 Target Term Fund 7
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 7
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 7
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 7
TBH Global Asset Management, LLC 7
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 7
YHB Investment Advisors, Inc. 7
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 7
Richards, Merrill & Peterson, Inc. 7
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 7
Mariner Investment Group Llc 7
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 7
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 7
Firestone Capital Management 7
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 7
Poehling Capital Management, LLC 7
Dividend & Income Fund 7
Veracity Capital LLC 7
EAM Investors, LLC 7
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 7
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 7
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 7
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 7
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 7
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 7
Widmann Financial Services, Inc. 7
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 7
Holos Integrated Wealth LLC 7
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 7
MSD Partners, L.P. 7
Czech National Bank 7
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 7
E&G Advisors, LP 7
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 7
Sowa Financial Group, Inc. 7
Blackrock Enhanced Global Dividend Trust 7
Invesco Municipal Trust 7
Sierra Capital LLC 7
Cynosure Management, Llc 7
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 7
Blueprint Investment Partners LLC 7
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 7
Greenwich Wealth Management LLC 7
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 7
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 7
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 7
OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A 7
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 7
M&G Plc 7
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 7
American Assets Investment Management, LLC 7
Edge Capital Group, LLC 7
Peterson Financial Group, Inc. 7
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 7
CAMG Solamere Management, LLC 7
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 7
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 7
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 7
JPICX - JPMorgan Trust I - JPMorgan California Tax Free Bond Fund Class I 7
Team Hewins, LLC 7
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 7
D. Scott Neal, Inc. 7
Financial Synergies Wealth Advisors, Inc. 7
Telemark Asset Management, LLC 7
Ethos Financial Group, LLC 7
Brendel Financial Advisors LLC 7
Knuff & Co LLC 7
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 7
Merrion Investment Management Co, LLC 7
Ahl Investment Management, Inc. 7
Silvant Capital Management LLC 7
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 7
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 7
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 7
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 7
Ws Management Lllp 7
Scissortail Wealth Management, LLC 7
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 7
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 7
American Capital Advisory, LLC 7
BRAMX - Blackrock Allocation Target Shares - Bats Series M 7
Ironwood Financial, llc 7
Pillar Pacific Capital Management Llc 7
Mairs & Power Inc 7
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 7
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 7
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 7
Cypress Capital, LLC 7
Tuscan Ridge Asset Management Llc 7
Check Capital Management Inc/ca 7
NorthCrest Asset Manangement, LLC 7
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 7
Resona Asset Management Co.,Ltd. 7
SMITH HAYES Advisers, Inc 7
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 7
Quest 10 Wealth Builders, Inc. 7
Western Asset Premier Bond Fund 7
Legg Mason Investment Counsel & Trust Co., N.A. 7
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 7
Canada Post Corp Registered Pension Plan 7
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 7
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 7
Paragon Wealth Strategies, LLC 7
IWM - iSHARES TRUST - iShares Russell 2000 ETF 7
Trust Co Of Oklahoma 7
Arvest Bank Trust Division 7
Novare Capital Management Llc 7
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 7
Pinnacle Wealth Management Advisory Group, LLC 7
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 7
FRG Family Wealth Advisors LLC 7
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 7
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 7
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 7
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 7
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 7
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 7
KEAT - EA Series Trust - Keating Active ETF 7
Fulcrum Equity Management 7
Tiger Eye Capital LLC 7
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 7
EXFLX - EATON VANCE INVESTMENT TRUST - Eaton Vance Floating-Rate Municipal Income Fund Class A 7
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 7
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 7
GQG Partners LLC 7
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 7
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 7
Energy Income Partners, LLC 7
Centric Wealth Management 7
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 7
Monument Capital Management 7
Virtus Total Return Fund Inc. 7
Azimuth Capital Management LLC 7
Carderock Capital Management Inc 7
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 7
Thompson Investment Management, Inc. 7
Armbruster Capital Management, Inc. 7
GTFBX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Georgia Tax-Free Bond Fund 7
Mangrove Partners 7
Total Wealth Planning & Management, Inc. 7
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 7
KG&L Capital Management,LLC 7
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 7
Ballast Advisors Llc 7
Horizon Bancorp Inc /in/ 7
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 7
Boulder Hill Capital Management Lp 7
Industrial Alliance Investment Management Inc. 7
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 7
Red Tortoise LLC 7
Western Financial Corp/CA 7
Smith, Moore & Co. 7
Vestor Capital, Llc 7
First American Trust, Fsb 7
BRASX - Blackrock Allocation Target Shares - Bats Series S 7
Willis Investment Counsel 7
First United Bank Trust/ 7
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 7
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 7
VCULX - VALIC Co I - Growth Fund 7
Sustainable Insight Capital Management, LLC 7
Private Capital Management Inc 7
Lake Street Financial Llc 7
Chessman Wealth Strategies Ria 7
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 7
Vista Private Wealth Partners. LLC 7
Paradigm Financial Advisors, LLC 7
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 7
Morgan Stanley India Investment Fund, Inc. 7
Kmg Fiduciary Partners, Llc 7
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 7
Sigma Capital Management Llc 7
Doheny Asset Management /ca 7
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 7
Buck Wealth Strategies, LLC 7
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 7
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 7
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 7
Founders Financial Securities Llc 7
Tower Bridge Advisors 7
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 7
New Hampshire Trust 7
Lombard Odier & Cie (Bahamas) Ltd 7
Montgomery Investment Management Inc 7
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 7
Stuart Chaussee & Associates, Inc. 7
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 7
Boston Common Asset Management, LLC 7
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 7
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 7
Df Dent & Co Inc 7
Beacon Investment Advisory Services, Inc. 7
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 7
Augustine Asset Management Inc 7
Waters Parkerson & Co., Llc 7
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 7
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 7
Highfields Capital Management Lp 7
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 7
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 7
Northwest Quadrant Wealth Management, LLC 7
Financial Connections Group, Inc. 7
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 7
Kenfarb & Co. 7
Cognios Capital, LLC 7
Blue Chip Partners, Inc. 7
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 7
Monticello Wealth Management, Llc 7
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 7
Beacon Financial Group 7
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 7
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund 7
TAP Consulting, LLC 7
First Financial Bank - Trust Division 7
CSTMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Short-Term Municipal Fund Share class 7
Liberty Capital Management, Inc. 7
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 7
Eisler Capital (US) LLC 7
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 7
Aft, Forsyth & Company, Inc. 7
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 7
Keystone Wealth Services, LLC 7
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 7
Canandaigua National Bank & Trust Co 7
Nicolet Advisory Services, Llc 7
Sunnymeath Asset Management, Inc. 7
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 7
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 7
F&V Capital Management, LLC 7
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 7
Mountain Pacific Investment Advisers Inc/id 7
University Of Texas/texas Am Investment Managment Co 7
Quantessence Capital LLC 7
United Community Bank 7
Norway Savings Bank 7
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 7
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 7
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 7
Thornburg Investment Management Inc 7
Pensionfund DSM Netherlands 7
Calamos Wealth Management LLC 7
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 7
Hilton Capital Management, LLC 7
Nicholas Investment Partners, LP 7
Patton Albertson Miller Group, Llc 7
First National Bank of Mount Dora, Trust Investment Services 7
Hellman Jordan Management Co Inc /ma/ 7
Steinberg Global Asset Management 7
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 7
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 7
Rogco, Lp 7
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 7
Pegasus Partners Ltd. 7
NEOS Investment Management LLC 7
Main Street Financial Solutions, LLC 7
Corsicana & Co. 7
Marathon Capital Management 7
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 7
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 7
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 7
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 7
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 7
Mufg Securities Americas Inc. 7
Principal Street Partners, LLC 7
PrairieView Partners, LLC 7
Westchester Capital Management, Inc. 7
RBA Wealth Management, LLC 7
Meyer Handelman Co 7
Achievement Holdings L.P. 7
MML Series Investment Fund II - MML Asset Momentum Fund Class II 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 7
Tilia Fiduciary Partners, Inc. 7
Burke & Herbert Bank & Trust Co 7
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 7
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 7
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 7
Thor Advisors, Llc 7
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 7
Deuterium Capital Management, LLC 7
AlphaCore Capital LLC 7
Guardian Wealth Management, Inc. 7
Putnam Municipal Opportunities Trust 7
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 7
Sendero Wealth Management, LLC 7
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 7
Alaethes Wealth LLC 7
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 7
LMR Master Fund Ltd 7
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 7
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 7
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 7
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 7
Carmichael Hill & Associates, Inc. 7
Daymark Wealth Partners, Llc 7
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 7
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 7
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 7
B & T Capital Management DBA Alpha Capital Management 7
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 7
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 7
Vista Investment Partners Llc 7
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 7
Enterprise Trust & Investment Co 7
CPI - IndexIQ ETF Trust - IQ Real Return ETF 7
Kozak & Associates, Inc. 7
Beese Fulmer Investment Management, Inc. 7
Sound View Wealth Advisors Group, LLC 7
Legend Financial Advisors, Inc. 7
Patton Fund Management, Inc. 7
Chilton Investment Co Llc 7
Tranquility Partners, LLC 7
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 7
First Community Trust Na 7
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 7
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF 7
Gilder Gagnon Howe & Co Llc 7
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 7
MidWestOne Financial Group, Inc. 7
Western Asset Management Company, LLC 7
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 7
Heron Financial Group, Llc 7
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 7
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 7
Filbrandt Wealth Management, LLC 7
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 7
Pflug Koory, LLC 7
Davis R M Inc 7
Profunds - Profund Vp Large-cap Growth 7
Oppenheimer Dividend Opportunity Fund 7
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 7
Rexford Capital Inc 7
Boenning & Scattergood, Inc. 7
MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y 7
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 7
Uniting Wealth Partners, LLC 7
Mystic Asset Management, Inc. 7
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 7
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 7
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 7
Valicenti Advisory Services Inc 7
Fiduciary Financial Services Of The Southwest Inc /tx 7
Regent Investment Management LLC 7
Cedar Mountain Advisors, LLC 7
Foundations Investment Advisors, LLC 7
S.A. Mason LLC 7
GOFIX - GMO TRUST - GMO Resources Fund Class III 7
Sheets Smith Wealth Management 7
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 7
Patten & Patten Inc/tn 7
Argent Financial Group, Inc. 7
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 7
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 7
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares 7
One River Asset Management, LLC 7
Bar Harbor Trust Services 7
Delta Financial Group, Inc. 7
TOPTX - Managed Portfolio Series - Tortoise Energy Evolution Fund A Class Shares 7
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 7
BLB&B Advisors, LLC 7
Cito Capital Group, LLC 7
Marcum Wealth, LLC 7
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 7
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 7
Moss Adams Wealth Advisors LLC 7
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 7
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 7
QGMIX - AQR Funds - AQR Global Macro Fund Class I 7
Jabre Capital Partners S.A. 7
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 7
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 7
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 7
Parasol Investment Management, LLC 7
Leisure Capital Management 7
Meixler Investment Management, Ltd. 7
Comprehensive Financial Consultants Institutional, Inc. 7
FMHI - First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF 7
Bach Investment Advisors Ltd 7
Cohen Capital Management, Inc. 7
Beverly Hills Private Wealth, LLC 7
SkyOak Wealth, LLC 7
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 7
Lodestar Investment Counsel Llc/il 7
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 7
Marshall & Sterling Wealth Advisors Inc. 7
Tobias Financial Advisors, Inc. 7
Aberdeen Global Income Fund Inc 7
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 7
Atlas Private Wealth Management 7
DCM Advisors, LLC 7
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 7
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 7
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 7
Stableford Capital Ii Llc 7
Hemenway Trust Co LLC 7
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 7
Blue Bell Private Wealth Management, Llc 7
Buckley Wealth Management, LLC 7
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 7
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 7
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 7
UNIVEST FINANCIAL Corp 7
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 7
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 7
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 7
Segantii Capital Management Ltd 7
Federated Core Trust Ii 7
Canyon Capital Advisors Llc 7
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 7
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 7
Odey Asset Management Group Ltd 7
ELCO Management Co., LLC 7
Birchbrook, Inc. 7
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 7
United Capital Management of KS, Inc. 7
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 7
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 7
PUTNAM FUNDS TRUST - Putnam Short-Term Municipal Income Fund CLASS A 7
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 7
Cyndeo Wealth Partners, LLC 7
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 7
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 7
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 7
American Research & Management Co. 7
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 7
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 7
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 7
Barings Participation Investors 7
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 7
Beacon Trust Co 7
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 7
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 7
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 7
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 7
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 7
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 7
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 7
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 7
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 7
Diligent Investors, LLC 7
Sabal Trust CO 7
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 7
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 7
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 7
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 7
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 7
ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF 7
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 7
Signator Financial Services, Inc. 7
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 7
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 7
Arvest Trust Co N A 7
Concorde Asset Management, LLC 7
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 7
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 7
McCarthy Asset Management, Inc. 7
Torch Wealth Management LLC 7
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 7
First Command Advisory Services, Inc. 7
EENAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Energy and Natural Resources Fund Class A 7
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 7
Green Owl Capital Management, LLC 7
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 7
Close Asset Management Ltd 7
ForthRight Wealth Management, LLC 7
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 7
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 7
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 7
Triangle Securities Wealth Management 7
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 7
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 7
Alpine Total Dynamic Dividend Fund 7
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 7
Royce & Associates Lp 7
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 7
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 7
Decatur Capital Management, Inc. 7
Penobscot Investment Management Company, Inc. 7
Hcim Trust 7
Onefund, Llc 7
Accuvest Global Advisors 7
AIA Group Ltd 7
River & Mercantile Asset Management Llp 7
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 7
Aureus Asset Management, LLC 7
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 7
Forsta Ap-fonden 7
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A 7
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 7
Alpine Series Trust 7
Bcm Advisors, Llc 7
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 7
Trust Point Inc. 7
Bell Rock Capital Llc 7
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 7
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 7
Provence Wealth Management Group 7
Fifth Third Wealth Advisors LLC 7
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 7
Bornite Capital Management LP 7
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 7
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 7
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 7
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 7
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 7
GlobalBridge, Inc. 7
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 7
Cladis Investment Advisory, LLC 7
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 7
Painted Porch Advisors LLC 7
CFO4Life Group, LLC 7
Murchinson Ltd. 7
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 7
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 7
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 7
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 7
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 7
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 7
Fund Management at Engine No. 1 LLC 7
TruWealth Advisors, LLC 7
Central Pacific Bank - Trust Division 7
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 7
Hunter Associates Investment Management Llc 7
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 7
Isthmus Partners, Llc 7
Intersect Capital LLC 7
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 7
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 7
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 7
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 7
Mpwm Advisory Solutions, Llc 7
Princeton Capital Management Llc 7
Summit X, LLC 7
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 7
Penn Capital Management Co Inc 7
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 7
Keeley Asset Management Corp 7
Constellation Wealth Advisors, LLC 7
PENN SERIES FUNDS INC - Developed International Index Fund 7
Menard Financial Group LLC 7
Bfsg, Llc 7
Founders Bank & Trust 7
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 7
Turtle Creek Wealth Advisors, LLC 7
Banyan Partners, LLC 7
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 7
Angeles Wealth Management, Llc 7
StellarOne CORP 7
Mechanics Bank Trust Department 7
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 7
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 7
PACIFIC SELECT FUND - Comstock Portfolio Class I 7
Nuveen Multi-market Income Fund 7
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 7
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 7
Senator Investment Group LP 7
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 7
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 7
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 7
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 7
Chatham Capital Group, Inc. 7
Sfmg, Llc 7
Chemung Canal Trust Co 7
Fedenia Advisers LLC 7
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 7
Kentucky Trust Co 7
25 Llc 7
Saudi Central Bank 7
Carret Asset Management, Llc 7
Columbia Asset Management 7
St Germain D J Co Inc 7
Vermillion Wealth Management, Inc. 7
Tyche Wealth Partners LLC 7
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 7
Reaves W H & Co Inc 7
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 7
Keebeck Wealth Management, LLC 7
West Coast Financial LLC 7
Baring International Investment Ltd 7
Dean Investment Associates, Llc 7
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 7
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 7
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 7
Skba Capital Management Llc 7
Delta Investment Management, LLC 7
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 7
Hoese & Co LLP 7
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 7
Landsberg, Bennett, & Dubbaneh LLC 7
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 7
Fca Corp /tx 7
Horrell Capital Management, Inc. 7
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 7
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 7
ORG Wealth Partners, LLC 7
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 7
Whalerock Point Partners, Llc 7
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 7
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 7
Pathway Financial Advisers, LLC 7
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 7
Bank & Trust Co 7
Greenfield Savings Bank 7
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 7
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 7
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 7
Goodwin Investment Advisory 7
Westend Capital Management LLC 7
Naples Money Management LLC 7
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N 7
Financial Life Planners 7
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 7
Corsair Capital Management, L.p. 7
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 7
Clarus Group, Inc. 7
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 7
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 7
SA FUNDS INVESTMENT TRUST - SA International Value Fund 7
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 7
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 7
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 7
Inlet Private Wealth, LLC 7
Adams Wealth Management 7
First Business Financial Services, Inc. 7
Analyst IMS Investment Management Services Ltd. 7
Capital Impact Advisors, LLC 7
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 7
Coyle Financial Counsel LLC 7
Pinnacle Wealth Advisors 7
Almanack Investment Partners, LLC. 7
Semanteon Capital Management, LP 7
Steel Peak Wealth Management LLC 7
Azimuth Capital Investment Management LLC 7
Tradewinds, LLC. 7
Karpas Strategies, Llc 7
Security National Bank 6
CXI Advisors 6
Notis-McConarty Edward 6
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 6
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 6
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF 6
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 6
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 6
Financial Advisory Service, Inc. 6
Parametric Risk Advisors LLC 6
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 6
Talon Private Wealth, LLC 6
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 6
Forester Capital Management, LTD 6
Appleton Partners Inc/ma 6
Oakwood Capital Management Llc/ca 6
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 6
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 6
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 6
Sentinel Asset Management, Inc. 6
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 6
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 6
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 6
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 6
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 6
Navigoe, LLC 6
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 6
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 6
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 6
PENN SERIES FUNDS INC - Large Core Value Fund 6
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 6
Litman Gregory Asset Management LLC 6
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 6
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 6
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 6
denkapparat Operations GmbH 6
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 6
PENN SERIES FUNDS INC - Small Cap Index Fund 6
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 6
Alpine Global Dynamic Dividend Fund 6
Farmers Trust Co 6
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 6
My Personal CFO, LLC 6
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 6
Empirical Asset Management, LLC 6
Alpine Bank Wealth Management 6
Lansing Street Advisors 6
Jolley Asset Management, LLC 6
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 6
WFTAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intermediate Tax/AMT-Free Fund Class A 6
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 6
LVW Advisors, LLC 6
Yakira Capital Management, Inc. 6
Country Club Bank /gfn 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 6
Bennicas & Associates, Inc. 6
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 6
Fort Pitt Capital Group, Llc 6
Athena Investment Management 6
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 6
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 6
Flossbach Von Storch Ag 6
Core Wealth Advisors, Inc. 6
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 6
Annex Advisory Services, LLC 6
Granite Investment Advisors, LLC 6
Professional Financial Advisors, LLC 6
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 6
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 6
Clearwater Capital Advisors, LLC 6
Spartan Planning & Wealth Management 6
Jnl Strategic Income Fund Llc 6
Guggenheim Energy & Income Fund 6
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 6
Range Financial Group LLC 6
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 6
McKinley Carter Wealth Services, Inc. 6
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 6
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 6
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 6
Inverness Counsel Llc /ny/ 6
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 6
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 6
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 6
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 6
Concord Asset Management, LLC/VA 6
Relative Value Fund 6
BKF - iShares, Inc. - iShares MSCI BRIC ETF 6
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 6
Heritage Financial Services, LLC 6
Scout Funds 6
Colrain Capital Llc 6
Farr Miller & Washington Llc/dc 6
Mine & Arao Wealth Creation & Management, LLC. 6
Capital A Wealth Management, LLC 6
Argent Trust Company, N.a. 6
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 6
VVMCX - VALIC Co I - Mid Cap Value Fund 6
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 6
Vision Financial Markets Llc 6
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 6
MMEMX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Emerging Markets Bond Fund Class I 6
Atherton Lane Advisers, Llc 6
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 6
Warwick Investment Management, Inc. 6
Miller Wealth Advisors, Llc 6
Virtus Alternative Investment Advisers, Inc. 6
Sava Infond d.o.o. 6
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 6
Smith, Salley & Associates 6
MISSX - MFS MUNICIPAL SERIES TRUST - MFS Mississippi Municipal Bond Fund A 6
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 6
Franklin Ltd Duration Income Trust 6
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 6
Fore Research & Management, LP 6
Maple Capital Management, Inc. 6
WCG Wealth Advisors LLC 6
American Trust Investment Advisors, LLC 6
Emfo, Llc 6
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 6
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 6
Marathon Asset Management Lp 6
PTAEX - PUTNAM TAX EXEMPT INCOME FUND - PUTNAM TAX EXEMPT INCOME FUND Class C Shares 6
Doubleline Income Solutions Fund 6
Premier Fund Managers Ltd 6
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 6
Jamison Eaton & Wood Inc /nj 6
Bank of Kentucky, Inc. 6
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 6
Martin Currie Ltd 6
Wunderlich Capital Managemnt 6
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 6
Blenheim Capital Management, BV 6
Y.D. More Investments Ltd 6
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 6
Advanced Research Investment Solutions, Llc 6
Dumont & Blake Investment Advisors Llc 6
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 6
Western Asset High Income Opportunity Fund Inc. 6
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 6
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 6
Western Asset Variable Rate Strategic Fund Inc. 6
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 6
Dakota Community Bank & Trust NA 6
Exos TFP Holdings LLC 6
Factory Mutual Insurance Co 6
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 6
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 6
Wood Asset Management Inc 6
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 6
Stapp Wealth Management, Pllc 6
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 6
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 6
Crowley Wealth Management, Inc. 6
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 6
New England Investment & Retirement Group, Inc. 6
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell 6
MTFIX - BMO FUNDS, INC. - BMO Short Tax-Free Fund Class I 6
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 6
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 6
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 6
United Bank 6
ASB Consultores, LLC 6
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 6
PARK CIRCLE Co 6
Douglas C. Lane & Associates, Inc. 6
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 6
Underlying Funds Trust 6
TAXF - AMERICAN CENTURY ETF TRUST - American Century Diversified Municipal Bond ETF 6
Pacholder High Yield Fund Inc 6
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 6
Avantra Family Wealth, Inc. 6
Trifecta Capital Advisors, LLC 6
LeJeune Puetz Investment Counsel LLC 6
Blackrock Cori Funds 6
Spectrum Asset Management, Inc. (NB/CA) 6
Capital Planning Advisors, LLC 6
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 6
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 6
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 6
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 6
Private Wealth Advisors, Inc. 6
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 6
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 6
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 6
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 6
Stanford Investment Group, Inc. 6
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 6
Wealthstreet Investment Advisors, LLC 6
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 6
BSMR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 6
Lcnb Corp 6
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 6
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 6
Schmidt P J Investment Management Inc 6
Signition Lp 6
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 6
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 6
NMHAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal High Income Fund Class A 6
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 6
Barry Investment Advisors, LLC 6
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 6
Salient MF Trust 6
American Funds Fundamental Investors 6
PayPay Securities Corp 6
111 Capital 6
NMUIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Intermediate Bond Fund Investor Class 6
Sanders Capital, LLC 6
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 6
Uncommon Cents Investing LLC 6
Kohlberg Kravis Roberts & Co. L.P. 6
Relyea Zuckerberg Hanson LLC 6
Biondo Investment Advisors, LLC 6
Goodman Financial Corp 6
Highland Capital Management Fund Advisors, L.p. 6
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 6
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 6
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 6
Allen Capital Group, LLC 6
Richard W. Paul & Associates, LLC 6
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 6
Trust Co Of Virginia /va 6
X-Square Capital, LLC 6
FourThought Financial Partners, LLC 6
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 6
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 6
Core Bond Portfolio - Core Bond Portfolio 6
Cassaday & Co Wealth Management LLC 6
Congress Park Capital LLC 6
Narus Financial Partners, LLC 6
Lucia Wealth Services, Llc 6
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 6
XY Capital Ltd 6
McGlone Suttner Wealth Management, Inc. 6
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 6
Montecito Bank & Trust 6
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 6
Beta Wealth Group, Inc. 6
Wilkinson Ogrady & Co Inc /ny 6
Susquehanna Trust & Investment Co 6
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 6
Hamilton Capital, LLC 6
Financial Partners Group, LLC 6
Selway Asset Management 6
Naples Global Advisors, Llc 6
Fluent Financial, LLC 6
Tanglewood Legacy Advisors, LLC 6
Better Money Decisions, LLC 6
DiMeo Schneider & Associates, L.L.C. 6
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 6
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 6
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 6
Barr E S & Co 6
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 6
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 6
Beryl Capital Management LLC 6
High Point Bank & Trust Co 6
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 6
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 6
North Point Portfolio Managers Corp/oh 6
Huntleigh Advisors, Inc. 6
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 6
G&S Capital LLC 6
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 6
Rand Wealth, Llc 6
Hengehold Capital Management Llc 6
MainStreet Investment Advisors LLC 6
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 6
Pfs Investments Inc. 6
Dynasty Wealth Management, Llc 6
Precision Wealth Strategies, LLC 6
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 6
Pinnacle Family Advisors, LLC 6
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 6
Vivaldi Capital Management, LLC 6
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 6
BankPlus Trust Department 6
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 6
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 6
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 6
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 6
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 6
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 6
Shoker Investment Counsel, Inc. 6
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 6
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 6
Abn Amro Investment Solutions 6
Caz Investments Lp 6
SYM FINANCIAL Corp 6
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 6
Old Dominion Capital Management Inc 6
Mcintyre Freedman & Flynn Investment Advisers Inc 6
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 6
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 6
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 6
Financial Freedom, LLC 6
Grey Fox Wealth Advisors, LLC 6
Cobiz Investment Management, Llc 6
Argyle Capital Management Inc. 6
Eads & Heald Wealth Management 6
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 6
Everhart Financial Group, Inc. 6
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 6
Traub Capital Management LLC 6
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 6
Legacy Wealth Asset Management, LLC 6
Pinz Capital Management, LP 6
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 6
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 6
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 6
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 6
Eaton Vance Tax-managed Buy-write Opportunities Fund 6
Fiduciary Group LLC 6
Numerai GP LLC 6
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 6
Grant Street Asset Management, Inc. 6
Inr Advisory Services Llc 6
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 6
Nbw Capital Llc 6
Granite Investment Partners, LLC 6
SageView Advisory Group, LLC 6
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 6
Baron Silver Stevens Financial Advisors, Llc 6
Live Oak Investment Partners 6
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 6
Elliott Management Corporation 6
Scott & Selber, Inc. 6
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 6
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 6
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 6
Silverlake Wealth Management Llc 6
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 6
Valley Brook Capital Group, Inc. 6
Arlington Capital Management, Inc. 6
Chicago Capital, LLC 6
Elmwood Wealth Management, Inc. 6
Tru Independence Asset Management 2, Llc 6
LaSalle St. Investment Advisors, LLC 6
Ruedi Wealth Management, Inc. 6
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 6
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 6
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 6
Encompass Wealth Advisors, Llc 6
Braun-Bostich & Associates Inc. 6
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 6
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 6
Rock Creek Group, LP 6
Milestone Investment Advisors LLC 6
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 6
Brightworth 6
Prostatis Group LLC 6
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 6
PAX Financial Group, LLC 6
FS Series Trust - FS Market Neutral Fund Class I 6
Patron Partners Advisors, Llc 6
Cynosure Advisors, Llc 6
Rainier Investment Management Mutual Funds 6
Lynx Investment Advisory 6
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 6
Wildermuth Endowment Strategy Fund 6
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 6
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 6
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 6
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 6
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 6
Orion Capital Management LLC 6
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 6
Elefante Michael B 6
Providence Wealth Advisors, LLC 6
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 6
Oppenheimer Integrity Funds 6
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 6
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A 6
Heritage Wealth Management, Inc. 6
Barings Corporate Investors 6
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 6
Monetta Financial Services Inc 6
Gabelli Equity Trust Inc 6
Samsung Asset Management (New York), Inc. 6
Sourcerock Group LLC 6
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 6
Hgk Asset Management Inc 6
Synergy Investment Management, LLC 6
Pandora Wealth, Inc. 6
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 6
Authentikos Wealth Advisory, LLC 6
Sharkey, Howes & Javer 6
Red Cedar Investment Management, Llc 6
Empire Financial Management Company, LLC 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 6
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 6
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 6
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 6
Ackerman Capital Advisors, LLC 6
Channel Wealth Llc 6
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 6
Cornerstone Management, Inc. 6
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 6
Engine No. 1 Llc 6
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 6
Canandaigua National Corp 6
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 6
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 6
Cooper Financial Group 6
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 6
Ntv Asset Management Llc 6
Kavilco Inc/wa/ 6
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 6
Generali Investments, Management Co LLC 6
Vinva Investment Management Ltd 6
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 6
Select Equity Group, L.P. 6
Quintet Private Bank (Europe) S.A. 6
Nkcfo Llc 6
Hayden Royal, Llc 6
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 6
Signet Investment Advisory Group, Inc. 6
Cordatus Wealth Management LLC 6
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 6
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 6
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 6
1 North Wealth Services Llc 6
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 6
Swift Run Capital Management, LLC 6
PCA Investment Advisory Services Inc. 6
Titleist Asset Management, Llc 6
FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 6
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 6
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 6
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 6
Angeles Investment Advisors, LLC 6
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 6
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 6
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 6
Dominick & Dominick LLC 6
Prudent Man Advisors, LLC 6
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 6
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 6
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 6
Gilbert & Cook, Inc. 6
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 6
Lester Murray Antman dba SimplyRich 6
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 6
NJ State Employees Deferred Compensation Plan 6
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 6
Ccm Investment Group, Llc 6
Paradigm Financial Partners, Llc 6
RKL Wealth Management LLC 6
VeraBank, N.A. 6
Advisory Resource Group 6
Robertson Stephens Wealth Management, LLC 6
Resolute Advisors LLC 6
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 6
INTAX - Columbia Funds Series Trust II - Columbia Strategic Municipal Income Fund Class A 6
Marshall & Sullivan Inc /wa/ 6
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 6
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 6
Private Portfolio Partners Llc 6
Sepio Capital, LP 6
Verdad Advisers, LP 6
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 6
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 6
Paragon Associates & Paragon Associates Ii Joint Venture 6
SlateStone Wealth, LLC 6
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 6
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 6
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 6
Delphi Management Inc /ma/ 6
Little House Capital Llc 6
Valley National Bancorp 6
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 6
First Commonwealth Financial Corp /pa/ 6
Godshalk Welsh Capital Management, Inc. 6
Distillate Capital Partners LLC 6
Edmond De Rothschild Asset Management (france) 6
Cadent Capital Advisors, LLC 6
Ally Financial Inc. 6
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 6
Privium Fund Management (UK) Ltd 6
OneAscent Investment Solutions LLC 6
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 6
Greatmark Investment Partners, Inc. 6
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock High Yield Municipal Fund Investor A 6
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 6
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 6
O'Shares Investment Advisers, LLC 6
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF 6
ECML - EA Series Trust - Euclidean Fundamental Value ETF 6
Silvia Mccoll Wealth Management, Llc 6
LVZ Advisors, Inc. 6
Brown Financial Advisors 6
Bbr Partners, Llc 6
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 6
CGC Financial Services, LLC 6
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 6
Blackrock Municipal 2030 Target Term Trust 6
Outlook Wealth Advisors, LLC 6
Harris Associates L P 6
Bocage Capital, LLC 6
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 6
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 6
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 6
Pring Turner Capital Group Inc 6
Maryland Capital Management 6
CFS Investment Advisory Services, LLC 6
ShoreHaven Wealth Partners, LLC 6
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares 6
Bank of Jackson Hole Trust 6
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 6
SummitTX Capital, L.P. 6
Alpha Quant Advisors, Llc 6
Annandale Capital, LLC 6
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 6
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 6
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 6
Friess Associates Llc 6
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 6
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 6
Covenant Partners, LLC 6
Biltmore Capital Advisors LLC 6
Mitchell & Pahl Private Wealth, Llc 6
Vertex One Asset Management Inc. 6
Penbrook Management LLC 6
Financial Insights, Inc. 6
Van Leeuwen & Company, LLC 6
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 6
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 6
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 6
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 6
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 6
Guardian Capital Advisors Lp 6
Mma Asset Management Llc 6
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 6
Vermillion Asset Management LLC 6
JMSI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF 6
Asset Planning,Inc 6
Opseu Pension Plan Trust Fund 6
Peoples Bank/KS 6
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 6
Teachers Insurance & Annuity Association Of America 6
OneAscent Wealth Management LLC 6
Jupiter Wealth Management LLC 6
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 6
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 6
CGHM - Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF Share class 6
Dearborn Partners Llc 6
Cushing Etf Trust 6
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 6
Flagship Wealth Advisors, Llc 6
Pax World Management Llc 6
Phoenix Wealth Advisors 6
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 6
Axiom International Investors Llc /de 6
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 6
Putnam Investors Fund 6
Decker Retirement Planning Inc. 6
Cowa, Llc 6
Fort Sheridan Advisors Llc 6
Waddell & Associates, Llc 6
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 6
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 6
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 6
Team Financial Group, LLC 6
Generali Asset Management SPA SGR 6
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 6
Braun Stacey Associates Inc 6
Briaud Financial Planning, Inc 6
Thrivent Core Funds - Thrivent Core International Equity Fund 6
First National Corp /ma/ /adv 6
Allen Mooney & Barnes Investment Advisors LLC 6
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 6
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 6
Matrix Trust Co 6
Employers Holdings, Inc. 6
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 6
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 6
Shilanski & Associates, Inc. 6
Catapult Capital Management Llc 6
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 6
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 6
Wcm Investment Management, Llc 6
PIMCO FUNDS - PIMCO Short Asset Portfolio 6
Clear Creek Financial Management, LLC 6
Profunds - Profund Vp Ultrasmall-cap 6
Fidelity D & D Bancorp Inc 6
Pavion Blue Capital, LLC 6
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 6
Oppenheimer Corporate Bond Fund 6
Guggenheim Equal Weight Enhanced Equity Income Fund 6
Delek Group, Ltd. 6
Wealth Management Associates, Inc. 6
Flaharty Asset Management, LLC 6
Iberiabank Corp 6
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 6
Profunds - Profund Vp Small-cap 6
IMG Wealth Management, Inc. 6
Garner Asset Management Corp 6
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 6
DB Wealth Management Group, LLC 6
Orser Capital Management, Llc 6
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 6
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF 6
SMRI - EA Series Trust - Bushido Capital US Equity ETF 6
Southland Equity Partners LLC 6
Jamison Private Wealth Management, Inc. 6
Lowe Wealth Advisors, LLC 6
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 6
Telos Capital Management, Inc. 6
West Financial Advisors, LLC 6
IFC Holdings Incorporated/FL 6
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 6
Clear Perspectives Financial Planning, LLC 6
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 6
Morris Retirement Advisors, LLC 6
HBW Advisory Services LLC 6
Principle Wealth Partners Llc 6
Dodge & Cox 6
Curian Series Trust 6
IVC Wealth Advisors LLC 6
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 6
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 6
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 6
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 6
Whitebox Mutual Funds 6
Goodwin Daniel L 6
Trueblood Wealth Management, LLC 6
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 6
Paragon Capital Management LLC 6
Aull & Monroe Investment Management Corp 6
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 6
Isi Strategy Fund Inc 6
Suvretta Capital Management, Llc 6
Waterloo Capital, L.P. 6
PYCRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden California Municipal Income Fund (Investor Class) 6
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 6
Arvest Investments, Inc. 6
Nuveen Equity Premium Opportunity Fund 6
TrueWealth Advisors, LLC 6
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 6
Golden Green, Inc. 6
PCDIX - PIMCO FUNDS - PIMCO California Short Duration Municipal Income Fund Institutional 6
Gamble Jones Investment Counsel 6
Allianzgi Convertible & Income Fund 6
MASTERINVEST Kapitalanlage GmbH 6
Gunderson Capital Management Inc. 6
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 6
Canal Insurance CO 6
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 6
Vivid Wealth Management, LLC 6
Allianzgi Convertible & Income Fund Ii 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 6
Centennial Wealth Advisory LLC 6
Investment Partners, Ltd. 6
Lumina Fund Management LLC 6
Johnson Midwest Financial, LLC 6
Schwartz Investment Counsel Inc 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 6
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 6
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 6
Secure Asset Management, LLC 6
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 6
PHH Investments, Ltd. 6
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 6
BARING ASSET MANAGEMENT Ltd 6
Clearbridge, Llc 6
Cetera Trust Company, N.A 6
Court Place Advisors, LLC 6
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 6
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 6
WMS Partners, LLC 6
Fwl Investment Management, Llc 6
Journey Advisory Group, LLC 6
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 6
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 6
Kelly Lawrence W & Associates Inc/ca 6
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 6
Abc Arbitrage Sa 6
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 6
IYVAX - IVY FUNDS - Ivy Value Fund Class A 6
William B. Walkup & Associates, Inc. 6
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 6
Insight 2811, Inc. 6
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 6
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 6
AJOVista, LLC 6
Patrick M Sweeney & Associates, Inc 6
Fielder Capital Group LLC 6
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 6
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 6
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 6
Capital International Ltd /ca/ 6
Capital Square, LLC 6
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 6
one8zero8, LLC 6
Nicholas Hoffman & Company, LLC. 6
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 6
Boys Arnold & Co Inc 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 6
Carolina Wealth Advisors, LLC 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 6
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 6
Lion Street Advisors, LLC 6
TEXN - iSHARES TRUST - iShares Texas Equity ETF 6
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 6
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 6
Savvy Advisors, Inc. 6
NDVR, Inc. 6
Pzena Investment Management Llc 6
New Perspective Fund 6
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 6
Teewinot Capital Advisers, L.L.C. 6
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 6
Richard C. Young & CO., LTD. 6
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 6
Geller Advisors LLC 6
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 6
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 6
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 6
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 6
Winthrop Capital Management, LLC 6
Buffington Mohr McNeal 6
Capital International Sarl 6
Douglass Winthrop Advisors, LLC 6
Letko, Brosseau & Associates Inc 6
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 6
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 6
Elkhorn Investments, LLC 6
RELIANCE TRUST Co 6
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF 6
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 6
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 6
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 6
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 6
Focus Financial Network Inc /adv 6
Holderness Investments Co 6
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 6
Cadinha & Co Llc 6
Gold Investment Management Ltd. 6
Seizert Capital Partners, Llc 6
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 6
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 6
Ada Investment Management, LP 6
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 6
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 6
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 6
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 6
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 6
Cascade Investment Advisors, Inc. 6
Auxier Asset Management 6
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 6
Baxter Bros Inc 6
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 6
Steward Partners Investment Solutions, Llc 6
Sigma Investment Counselors Inc 6
First Trust Investment Solutions L.P. 6
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 6
Vaughan David Investments Inc/il 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 6
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 6
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 6
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 6
Delta Global Management LP 6
Orbitronix, LP 6
Pacific Heights Asset Management Llc 6
Holistic Planning, LLC 6
SFE Investment Counsel 6
MALGX - Mirae Asset Discovery Funds - Emerging Markets Fund Class A Shares 6
Hummer Financial Advisory Services Inc 6
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 6
Rowland Carmichael Advisors Inc /adv 6
Stelac Advisory Services LLC 6
Zweig Advisers Llc 6
Compass Financial Services Inc 6
Madison Investment Holdings Inc 6
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 6
Midland Wealth Advisors Llc 6
MADDEN SECURITIES Corp 6
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 6
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 6
Auxano Advisors, LLC 6
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 6
CWS Financial Advisors, LLC 6
Edge Asset Management, Inc 6
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 6
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 6
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I 6
ESFIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Fund INSTITUTIONAL CLASS SHARES 6
IFLO - Victory Portfolios II - VictoryShares International Free Cash Flow ETF 6
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 6
United Advisor Group, LLC 6
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 6
Cowen Prime Services LLC 6
Spectrum Wealth Counsel, LLC 6
First Pacific Financial 6
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 6
Bragg Financial Advisors, Inc 6
nVerses Capital, LLC 6
Maseco Llp 6
Gardner Russo & Quinn Llc 6
Radnor Capital Management, LLC 6
YANKCOM Partnership 6
Key Square Capital Management LLC 6
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 6
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 6
Sivia Capital Partners, LLC 6
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 6
NSIDX - Northern Funds - Northern Small Cap Index Fund 6
Dfa Investment Trust Co - The Dfa International Value Series 6
Accident Compensation Corp 6
WP Advisors, LLC 6
Tradition Capital Management Llc 6
Fairscale Capital, LLC 6
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 6
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 6
Abel Hall, LLC 6
Marathon Capital Management 6
Opus Investment Management Inc 6
Spectrum Advisory Services Inc 6
Greenwood Gearhart Inc 6
Manatuck Hill Partners, LLC 6
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 6
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 6
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 6
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 6
Argentarii, LLC 6
Dunvegan Associates, Inc. 6
Asio Capital, LLC 6
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 6
Birinyi Associates Inc 6
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 6
Quadrant Private Wealth Management, LLC 6
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 6
Wealthgarden F.s. Llc 6
WCG Management, L.P. 6
Budros, Ruhlin & Roe, Inc. 6
ESL Trust Services, LLC 6
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 6
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 6
Ables, Iannone, Moore & Associates, Inc. 6
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 6
Invesco Value Municipal Income Trust 6
Btr Capital Management Inc 6
EWG Elevate Inc. 6
Power Corp of Canada 6
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 6
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 6
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 6
Town & Country Bank & Trust CO dba First Bankers Trust CO 6
USSTX - USAA MUTUAL FUNDS TRUST - Tax Exempt Short-Term Fund Shares 6
Argent Trust Co 6
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 6
Utc North American Fund, Inc. 6
Capital Directions Investment Advisors, LLC 6
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 6
Liberty All Star Equity Fund 6
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 6
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 6
Lazard World Dividend & Income Fund, Inc. 6
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 6
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 6
West Bancorporation Inc 6
Tiemann Investment Advisors, Llc 6
Covington Investment Advisors Inc. 6
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 6
HLTAX - JPMORGAN TRUST II - JPMorgan Municipal Income Fund Class I 6
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 6
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 6
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 6
FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund 6
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 6
Northeast Financial Consultants Inc 6
Soroban Capital Partners LP 6
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 6
Peak Capital Management Llc 6
Carmel Capital Partners, LLC 6
Trust CO of the Ozarks 6
Capital Investment Counsel, Inc 6
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 6
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 6
Westbourne Investment Advisors, Inc. 6
Peterson Wealth Services 6
JTISX - JPMorgan Trust I - JPMorgan High Yield Municipal Fund Class I 6
Maryland Capital Advisors Inc. 6
Wolf Group Capital Advisors 6
NINE MASTS CAPITAL Ltd 6
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 6
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 6
Teilinger Capital Ltd. 6
Fsb Premier Wealth Management, Inc. 6
Naviter Wealth, LLC 6
Hartline Investment Corp/ 6
Summit Wealth Group, LLC 6
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 6
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 6
Sandy Cove Advisors, LLC 6
JHTFX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock High Yield Municipal Bond Fund Class A 6
SCS Capital Management LLC 6
Strategic Planning Group, Llc 6
Carson Advisory Inc. 6
Kayne Anderson Energy Total Return Fund, Inc. 6
NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A 6
iAB Financial Bank 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 6
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 6
Aldebaran Financial Inc. 6
Congress Asset Management Co /ma 6
Summit Financial Wealth Advisors, LLC 6
Alan B. Lancz & Associates, Inc. 6
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 6
Evolution Advisers, Inc. 6
Mcmillion Capital Management Inc 6
First Citizens Bancorporation Inc 6
Deutsche Strategic Income Trust 6
Wealth Architects, LLC 6
FTSD - Franklin ETF Trust - Franklin Liberty Short Duration U.S. Government ETF 6
Ray Gerald L & Associates Ltd 6
Legacy Wealth Managment, LLC/ID 6
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 6
Schnieders Capital Management Llc 6
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 6
Sterling Global Strategies LLC 6
Telluride Asset Management LLC 6
MONTX - MONETTA TRUST - Monetta Fund 6
Deutsche Strategic Municipal Income Trust 6
Deutsche Multi-market Income Trust 6
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 6
CarsonAllaria Wealth Management, Ltd. 6
PRVAX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Virginia Tax-Free Bond Fund 6
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 6
Physicians Financial Services, Inc. 6
Autus Asset Management, LLC 6
Reynders McVeigh Capital Management, LLC 6
VCGEX - VALIC Co I - Emerging Economies Fund 6
Farringdon Capital, Ltd. 6
HYA Advisors, Inc 6
Compton Capital Management Inc /ri 6
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 6
Berkshire Asset Management Llc/pa 6
VBCVX - VALIC Co I - Systematic Value Fund 6
Western Asset Municipal Defined Opportunity Trust Inc. 6
Morton Brown Family Wealth, LLC 6
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 6
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 6
NTFAX - Aberdeen Funds - Aberdeen Intermediate Municipal Income Fund (formerly Aberdeen Tax-Free Income Fund) Class A 6
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 6
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 6
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 6
Saxon Interests, Inc. 6
Cape Cod Five Cents Savings Bank 6
Mfs Government Markets Income Trust 6
Sonora Investment Management Group, LLC 6
Graham & Dodd Fund, Llc 6
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 6
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 6
Wall Street Access Asset Management, LLC 6
Beach Investment Management, LLC. 6
Deimos Asset Management LLC 6
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 6
Eagle Strategies LLC 6
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 6
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 6
Taika Capital, LP 6
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 6
Palo Capital, Inc. 6
Kerusso Capital Management LLC 6
Coolidge Francis L 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 6
Sagefield Capital LP 6
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 6
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 6
Capricorn Fund Managers Ltd 6
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 6
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 6
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 6
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 6
CTC Capital Management, LLC 6
Claymore Exchange-traded Fund Trust 2 6
Endex Capital Management Llc 6
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 6
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 6
Bearing Point Capital, Llc 6
Landaas & Co /wi /adv 6
Ion Asset Management Ltd. 6
Amarillo National Bank 6
Short Duration High Income Portfolio - Short Duration High Income Portfolio 6
Stone Ridge Trust Iii 6
Oppenheimer Global Multi-asset Growth Fund 6
Provenance Wealth Advisors, LLC 6
Curbstone Financial Management Corp 6
Oppenheimer Rising Dividends Fund 6
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 6
CastleKnight Management LP 6
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 6
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 6
Wilen Investment Management Corp. 6
Private Asset Management Inc 6
Corbyn Investment Management Inc/md 6
Fiduciary Planning LLC 6
Diversified Enterprises, LLC 6
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 6
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 6
Blue Capital, Inc. 6
Hiddenite Capital Partners LP 6
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 6
Elequin Capital Lp 6
Capital International Inc /ca/ 6
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 6
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 6
Pure Financial Advisors, Inc. 6
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 6
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 6
Van Cleef Asset Management,Inc 6
Studio Investment Management Llc 6
Wendell David Associates Inc 6
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 6
Eaton Vance Tax-managed Global Diversified Equity Income Fund 6
Sompo Japan Nipponkoa Asset Management Co.,ltd. 6
Somerset Trust Co 6
Hills Bank & Trust Co 6
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 6
Aveo Capital Partners, LLC 6
Gibson Wealth Advisors LLC 6
Eaton Vance Tax Advantaged Global Dividend Income Fund 6
Nuveen Municipal High Income Opportunity Fund 6
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 6
ID Management A/S 6
Reyes Financial Architecture, Inc. 6
Knowledge Leaders Capital, LLC 6
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 6
Iowa State Bank 6
Pinnacle Wealth Management, LLC 6
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 6
Asset Planning Services, Ltd. 6
Lvm Capital Management Ltd/mi 6
Catalina Capital Group, LLC 6
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 6
First Financial Equity Corporation 6
Loeb Partners Corp 6
Delta Lloyd Asset Management N.v. 6
Three Peaks Capital Management, LLC 6
Options Solutions, Llc 6
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 6
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 6
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 6
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 6
Jacobs & Co/ca 6
RWC Asset Management LLP 6
Mfs Special Value Trust 6
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 6
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 6
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 6
Cheyne Capital Management (UK) LLP 6
American Alpha Advisors, LLC 6
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 6
Siena Capital Llc 6
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 6
Somerville Kurt F 6
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 6
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 6
Mirae Asset Securities (usa) Inc. 6
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 6
Sig Brokerage, Lp 6
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 6
Center Coast Capital Advisors, LP 6
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 6
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 6
DLD Asset Management, LP 6
Kidder Stephen W 6
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 6
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 6
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 6
Corigliano Investment Advisers, LLC 6
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 6
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 6
Parvin Asset Management, LLC 6
BERIX - Chartwell Funds - Berwyn Income Fund 5
Baupost Group Llc/ma 5
Prescott Group Capital Management, L.l.c. 5
Bank Hapoalim Bm 5
Relative Value Partners Group, LLC 5
Paulson & Co. Inc. 5
General Electric Co 5
American Financial Group Inc 5
Fosun International Ltd 5
Van Den Berg Management I, Inc 5
Jet Capital Investors L P 5
Prospector Partners Llc 5
Berkshire Hathaway Inc 5
Samlyn Capital, Llc 5
Pentwater Capital Management LP 5
Arbiter Partners Capital Management LLC 5
Ruane, Cunniff & Goldfarb Inc 5
Ardsley Advisory Partners Lp 5
WHV Investments, Inc. 5
Kingdon Capital Management, L.l.c. 5
Huber Capital Management LLC 5
Primecap Management Co/ca/ 5
Sentry Investments Corp. 5
Redwood Capital Management, Llc 5
Valtura Capital Partners LLC 5
Puzo Michael J 5
Bainco International Investors 5
Hutchinson Capital Management/ca 5
Ar Asset Management Inc 5
Foster Dykema Cabot & Co Inc/ma 5
Argent Capital Management Llc 5
White Pine Capital Llc 5
Cutler Investment Counsel Llc 5
Kemper Corp Master Retirement Trust 5
First Washington CORP 5
Cheviot Value Management, LLC 5
CQS Cayman LP 5
Brandes Investment Partners, Lp 5
First Niagara Bank 5
Condor Capital Management 5
Buckhead Capital Management Llc 5
Chickasaw Capital Management Llc 5
Wilkins Investment Counsel Inc 5
Board of Trustees of The Leland Stanford Junior University 5
Coho Partners, Ltd. 5
New Amsterdam Partners Llc/ny 5
D L Carlson Investment Group Inc 5
Channing Capital Management, LLC 5
Cincinnati Insurance Co 5
Mastrapasqua Asset Management Inc 5
Pettyjohn, Wood & White, Inc 5
R. G. Niederhoffer Capital Management Inc 5
Barton Investment Management 5
Zevin Asset Management Llc 5
Verus Financial Partners, Inc. 5
Palouse Capital Management, Inc. 5
Van Strum & Towne Inc. 5
Tealwood Asset Management Inc 5
Jackson Wealth Management, LLC 5
Loudon Investment Management, LLC 5
Crossvault Capital Management LLC 5
Ardevora Asset Management LLP 5
CFO4Life, L.P. 5
Hedeker Wealth, LLC 5
Northeast Investment Management 5
Sunflower Bank, Na Wealth Management 5
British Airways Pensions Investment Management Ltd 5
Hendershot Investments Inc. 5
Bristol John W & Co Inc /ny/ 5
Sterneck Capital Management, LLC 5
Cypress Wealth Advisors LLC 5
Horizon Investment Services, LLC 5
Alaska Permanent Capital Management 5
Mogy Joel R Investment Counsel Inc 5
Knightsbridge Asset Management, Llc 5
Independence Capital Asset Partners, LLC 5
Southeast Asset Advisors Inc. 5
Cypress Capital Management Llc 5
VR Advisory Services Ltd 5
Security National Bank Of So Dak 5
Staley Capital Advisers Inc 5
Cabot Wealth Management Inc 5
Mcdaniel Terry & Co 5
Harbour Investment Management Llc 5
Geduld E E 5
LaFleur & Godfrey LLC 5
Cardinal Capital Management, Inc. 5
ARGA Investment Management, LP 5
Valley Forge Asset Management, Llc 5
Supplemental Annuity Collective Trust of NJ 5
Spinnaker Trust 5
Friedberg Investment Management 5
SeaTown Holdings Pte. Ltd. 5
Benedict Financial Advisors Inc 5
Alleghany Corp /de 5
Pinnacle Advisory Group, Inc. 5
Martin Investment Management, LLC 5
Lbmc Investment Advisors, Llc 5
Investment House Llc 5
Monarch Partners Asset Management LLC 5
American Independence Financial Services LLC 5
Cardinal Capital Management 5
Financial Advisory Group 5
Rnc Capital Management Llc 5
Badgley Phelps & Bell Inc 5
Smith Chas P & Associates Pa Cpas 5
Wedgewood Investors Inc /pa/ 5
Fort Pitt Capital Group Inc 5
Parsec Financial Management, Inc. 5
Callahan Advisors, LLC 5
Addison Capital Co 5
First Dallas Securities Inc. 5
Portland Global Advisors LLC 5
Fragasso Group Inc. 5
Excalibur Management Corp 5
First National Bank of Hutchinson 5
Bank Of Stockton 5
Marquette Asset Management, LLC 5
Gateway Advisory, LLC 5
Norris Perne & French Llp/mi 5
Harvey Capital Management Inc 5
Lau Associates Llc 5
Estate Counselors, LLC 5
Argentiere Capital Ag 5
Osborne Partners Capital Management, Llc 5
Orca Investment Management, LLC 5
New Century Advisors, LLC 5
Bridges Investment Counsel Inc/ 5
Davidson Investment Advisors 5
Jd Capital Management Llc 5
Kovitz Investment Group, LLC 5
Empyrean Capital Partners, LP 5
Findlay Park Partners LLP 5
TIG Advisors, LLC 5
OTA Financial Group L.P. 5
Jasper Ridge Partners, L.P. 5
CI Global Investments Inc. 5
Wheatland Advisors Inc 5
Harfst & Associates, Inc. 5
StrategIQ Financial Group, LLC 5
Majedie Asset Management Ltd 5
Cliftonlarsonallen Wealth Advisors, Llc 5
Atlas Brown,Inc. 5
Mathes Company, Inc. 5
Hayek Kallen Investment Management 5
Garrison Asset Management, LLC 5
Evanson Asset Management, LLC 5
Hosking Partners LLP 5
Hamlin Capital Management, LLC 5
Waverton Investment Management Ltd 5
Northside Capital Management, LLC 5
Pioneer Trust Bank N A/or 5
Forte Capital Llc /adv 5
New Century Investment Management, Inc 5
Cohen Klingenstein LLC 5
Addenda Capital Inc. 5
Franklin Street Advisors Inc /nc 5
Campbell Newman Asset Management Inc 5
Newman Dignan & Sheerar, Inc. 5
Grassi Investment Management 5
Woodstock Corp 5
Mitchell Sinkler & Starr/pa 5
Community Trust & Investment Co 5
Marshwinds Advisory Co 5
Community Bank & Trust, Waco, Texas 5
Texas Capital Bancshares Inc/tx 5
Copper Rock Capital Partners, LLC 5
Bath Savings Trust Co 5
Nexus Investment Management ULC 5
Merriman Wealth Management, LLC 5
Stillwater Investment Management, LLC 5
Renaissance Investment Group LLC 5
Marvin & Palmer Associates Inc 5
Scoggin Management Lp 5
Hanlon Investment Management, Inc. 5
EagleClaw Capital Managment, LLC 5
Fidgeon Timothy F 5
Private Harbour Investment Management & Counsel, LLC 5
RiverFront Investment Group, LLC 5
Braver Wealth Management, LLC 5
Hurley Capital, LLC 5
Legacy Capital Partners, Inc. 5
Global Endowment Management, LP 5
Buckingham Capital Management, Inc. 5
Trutina Financial LLC 5
Emerson Investment Management, Llc 5
Taylor Wealth Management Partners 5
Inverness Investment Group, LLC 5
Verity & Verity, LLC 5
S&co Inc 5
Accredited Investors Inc. 5
Fagan Associates, Inc. 5
Biltmore Wealth Management, LLC 5
Mirador Capital Partners LP 5
Bellecapital International Ltd. 5
AlphaOne Investment Services, LLC 5
Ayalon Holdings Ltd. 5
Gyrus Investment Management Inc. 5
Tetrem Capital Management Ltd. 5
Berkley W R Corp 5
CR Intrinsic Investors, LLC 5
Fiduciary Services Corp/ga 5
Timber Creek Capital Management LLC 5
East Coast Asset Management, LLC. 5
Tiff Advisory Services Inc 5
Quadrature Capital LLP 5
Summit Street Capital Management, LLC 5
Nair Vinay 5
Pecaut & Co. 5
Gibraltar Capital Management, Inc. 5
Aristotle Capital Management, LLC 5
Affinity Wealth Management Llc 5
Chicago Capital Management, LLC 5
Newtyn Management, LLC 5
Kleinwort Benson Investors Dublin Ltd 5
Charter Research & Investment Group, Inc. 5
Wellesley Investment Partners, LLC 5
Bridge Creek Capital Management LLC 5
Rowland & Co Investment Counsel/adv 5
Darrell & King Llc 5
Tower Square Investment Management, Llc 5
Oliver Luxxe Assets LLC 5
Kelman-Lazarov, Inc. 5
CMT Capital Markets Trading GmbH 5
Confluence Wealth Management LLC 5
Verde Servicos Internacionais S.A. 5
Torray Llc 5
Taylor, Cottrill, Erickson & Associates, Inc. 5
Vivaldi Asset Management, LLC 5
Adams Hall Wealth Advisors, LLC 5
Barrington Strategic Wealth Management Group LLC 5
Rovida Advisors Inc. 5
Marketfield Asset Management LLC 5
Folger Nolan Fleming Douglas Capital Management, Inc 5
Meridian Investment Counsel Inc. 5
SVA Wealth Management, LLC 5
Edmond de Rothschild (Europe) 5
Smith & Howard Wealth Management, LLC 5
Cfs, Llc 5
Lipe & Dalton 5
Wimmer Associates 1, Llc 5
Princeton Portfolio Strategies Group LLC 5
Creegan & Nassoura Financial Group, LLC 5
Peoples Bank /oh 5
Rainier Investment Management Llc 5
Silicon Valley Capital Partners 5
Redmond Asset Management, LLC 5
Highland Private Wealth Management 5
Coastal Bridge Advisors, LLC 5
Sapphire Star Partners LP 5
Euclidean Technologies Management, LLC 5
Northwestern Mutual Investment Services Llc 5
Hefty Wealth Partners 5
Twin Focus Capital Partners, Llc 5
SkyBridge Capital II, LLC 5
Astenbeck Capital Management LLC 5
Cedar Capital, Llc 5
Connors Investor Services Inc 5
American National Bank & Trust Co /va/ 5
Mandatum Life Insurance Co Ltd 5
Sitrin Capital Management LLC 5
Eos Management, L.P. 5
Fft Wealth Management Llc 5
Seneca Capital Investments, L.p. 5
Alphadyne Asset Management, LLC 5
Cortland Advisers Llc 5
Round Table Investment Management Company, Lp 5
Fusion Investment Group, LLC 5
NS Partners Ltd 5
Re Advisers Corp 5
American Beacon Advisors, Inc. 5
Fiduciary Asset Management Llc 5
Alpine Partners USVI, LLC 5
Wisconsin Capital Management Llc 5
KAMES CAPITAL management Ltd 5
Halcyon Offshore Asset Management Llc 5
Harbert Fund Advisors, Inc. 5
Archipel Asset Management AB 5
Probity Advisors, Inc. 5
Bridgewater Advisors Inc. 5
Arthur Zaske & Associates, LLC 5
Guidant Wealth Advisors 5
O'Brien Wealth Partners LLC 5
Connecticut Wealth Management, LLC 5
Pvg Asset Management Corp 5
Etf Managers Group, Llc 5
Robinson Value Management, Ltd. 5
Bnp Paribas 5
Teton Westwood Funds 5
Harbor Advisors LLC 5
Blue Granite Capital, LLC 5
Value Holdings Management Co. Llc 5
Robertson Stephens Advisors Llc 5
Perennial Advisors, LLC 5
Tandem Investment Advisors, Inc. 5
Fullerton Fund Management Co Ltd 5
Sumitomo Mitsui Financial Group, Inc. 5
Camden National Bank 5
Bristol Advisors, LLC 5
HCR Wealth Advisors 5
Shepherd Financial Partners LLC 5
Capital World Growth & Income Fund 5
Family Legacy, Inc. 5
Northstar Wealth Partners LLC 5
Parkside Investments, LLC 5
440 Investment Group, Llc 5
Watermark Asset Management, Inc. 5
Noked Capital LTD 5
Summit Financial Group, Inc. 5
Regal Wealth Group, Inc. 5
Amussen Hunsaker Associates Llc 5
Beaton Management Co. Inc. 5
Gs Investments, Inc. 5
Ninepoint Partners LP 5
Affiance Financial, LLC 5
UBP Investment Advisors SA 5
Epstein & White Financial LLC 5
MD Financial Management Inc. 5
Oppenheimer Main Street Funds 5
PRIHX - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. 5
Voya Prime Rate Trust 5
Multi-strategy Growth & Income Fund 5
Eaton Vance Tax Advantaged Dividend Income Fund 5
Nuveen Senior Income Fund 5
Nuveen Floating Rate Income Fund 5
Nuveen Floating Rate Income Opportunity Fund 5
Nuveen Short Duration Credit Opportunities Fund 5
Nuveen Credit Strategies Income Fund 5
PTHAX - PUTNAM TAX FREE INCOME TRUST - Putnam Tax-Free High Yield Fund Class C Shares 5
Blackrock Muniyield California Fund, Inc. 5
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 5
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 5
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 5
Nuveen Nasdaq 100 Dynamic Overwrite Fund 5
Eaton Vance Floating-rate 2022 Target Term Trust 5
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 5
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 5
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 5
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 5
Gdl Fund 5
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 5
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 5
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 5
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 5
FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund 5
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 5
Pimco California Municipal Income Fund Ii 5
Trust For Advisor Solutions 5
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 5
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 5
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 5
CGMRX - CGM TRUST - CGM Realty Fund 5
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 5
Tortoise Power & Energy Infrastructure Fund Inc 5
SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A 5
Duff & Phelps Select Energy Mlp Fund Inc. 5
Mfs Intermediate High Income Fund 5
Western Asset Global High Income Fund Inc. 5
Sentinel Group Funds Inc 5
Oppenheimer Series Fund 5
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 5
Victory Institutional Funds 5
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 5
Nuveen Quality Municipal Income Fund 5
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 5
Oppenheimer Global Multi-asset Income Fund 5
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 5
Oppenheimer Equity Income Fund 5
Dnp Select Income Fund Inc 5
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 5
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 5
Western Asset Global Corporate Defined Opportunity Fund Inc. 5
Wells Fargo Multi-sector Income Fund 5
Western Asset High Income Fund Ii Inc. 5
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 5
Tcw Alternative Funds 5
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 5
Ivy High Income Opportunities Fund 5
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 5
Eaton Vance Municipal Bond Fund 5
LMSFX - FEDERATED MUNICIPAL BOND FUND INC - FEDERATED MUNICIPAL BOND FUND INC Class A Shares 5
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 5
Henderson Global Funds 5
Virtus Total Return Fund 5
Putnam Fund For Growth & Income 5
Crow Point Global Dividend Plus Fund 5
Touchstone Investment Trust 5
Cypress Wealth Services, LLC 5
Sanctuary Wealth Management, L.L.C. 5
Keeler THomas Management LLC 5
LexAurum Advisors, LLC 5
Arjuna Capital 5
DeDora Capital, Inc. 5
Vestpro Financial Partners, Inc. Dba Cpf Texas 5
Nan Shan Life Insurance Co., Ltd. 5
Khp Capital, Llc 5
Bell & Brown Wealth Advisors, Llc 5
Cooper/haims Advisors, Llc 5
Silverleafe Capital Partners, LLC 5
HoyleCohen, LLC 5
Capital Markets Trading UK LLP 5
Weil Company, Inc. 5
APCM Wealth Management for Individuals 5
Windsor Group LTD 5
Vivaldi Opportunities Fund 5
Aurora Financial Advisors, Llc 5
Cornell Pochily Investment Advisors, Inc. 5
F3Logic, LLC 5
Avondale Wealth Management 5
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 5
Vista Investment Management 5
KC Investment Advisors, LLC 5
Aj Wealth Strategies, Llc 5
Cox Capital Mgt LLC 5
Wealthstar Advisors, Llc 5
LFA - Lugano Financial Advisors SA 5
Andesa Financial Management Inc. 5
Old Port Advisors 5
Monte Financial Group, LLC 5
Wambolt & Associates, LLC 5
Hurlow Wealth Management Group, Inc. 5
Sound View Wealth Advisors, Llc 5
Abundance Wealth Counselors 5
Dagco, Inc. 5
Beirne Wealth Consulting Services, LLC 5
Noked Israel Ltd 5
Capital Financial Planning, LLC 5
Howard Financial Services, Ltd. 5
Full Sail Capital, LLC 5
Surevest, LLC 5
O'Brien Greene & Co. Inc 5
Archetype Wealth Partners 5
Foster Victor Wealth Advisors, LLC 5
Trinity Legacy Partners, LLC 5
Aegon Asset Management Uk Plc 5
Sage Rhino Capital Llc 5
RVW Wealth, LLC 5
RDA Financial Network 5
Fundamentun, Llc 5
Zhang Financial LLC 5
Requisite Capital Management, LLC 5
JBJ Investment Partners, LLC 5
O'Keefe Stevens Advisory, Inc. 5
Jacobsen Capital Management 5
Tradition Asset Management Llc 5
Purisima Funds 5
Virtus Insight Trust 5
Db-x Exchange-traded Funds Inc. 5
American Fidelity Dual Strategy Fund Inc 5
Winning Points Advisors, LLC 5
Blue Square Asset Management, Llc 5
Schwarz Dygos Wheeler Investment Advisors Llc 5
Charles Schwab Trust Co 5
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 5
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 5
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 5
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 5
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 5
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund 5
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 5
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 5
Jnl Series Trust - Jnl/wmc Value Fund (a) 5
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 5
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 5
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 5
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 5
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 5
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 5
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 5
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 5
NOINX - Northern Funds - Northern International Equity Index Fund 5
NCITX - Northern Funds - Northern California Intermediate Tax-exempt Fund 5
NCATX - Northern Funds - Northern California Tax-exempt Fund 5
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 5
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 5
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 5
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 5
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 5
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 5
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 5
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 5
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 5
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 5
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 5
ADVANCED SERIES TRUST - AST Western Asset Emerging Markets Debt Portfolio 5
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 5
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 5
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 5
PACIFIC SELECT FUND - Inflation Strategy Portfolio Class I 5
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 5
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 5
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 5
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 5
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 5
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 5
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 5
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 5
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 5
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 5
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 5
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 5
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 5
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 5
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 5
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A 5
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 5
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 5
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 5
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 5
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 5
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 5
WHYDX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Municipal Bond Fund Administrator Class 5
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 5
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 5
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 5
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 5
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 5
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 5
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 5
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 5
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 5
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 5
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 5
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 5
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 5
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 5
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 5
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 5
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 5
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 5
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 5
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 5
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 5
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 5
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 5
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 5
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 5
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 5
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 5
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 5
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 5
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 5
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 5
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 5
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 5
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 5
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 5
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 5
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 5
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 5
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 5
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 5
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 5
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 5
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 5
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 5
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 5
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 5
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Corporate Multi-Sector Account Portfolio 5
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 5
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 5
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 5
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 5
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 5
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 5
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 5
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 5
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 5
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I 5
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 5
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 5
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 5
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 5
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 5
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 5
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 5
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 5
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 5
ACSKX - American Century Investment Trust - Short Duration Fund C Class 5
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 5
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 5
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 5
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 5
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 5
PMNTX - PIMCO FUNDS - PIMCO National Intermediate Municipal Bond Fund Class A 5
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 5
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 5
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 5
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 5
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 5
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 5
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 5
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 5
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 5
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 5
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 5
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 5
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 5
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 5
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 5
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 5
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 5
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 5
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 5
ULTRA SERIES FUND - Core Bond Fund Class I 5
ULTRA SERIES FUND - High Income Fund Class I 5
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 5
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 5
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 5
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 5
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 5
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 5
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 5
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 5
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 5
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 5
AGRPX - Allianz Funds Multi-Strategy Trust - AllianzGI Multi Asset Income Fund P 5
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 5
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 5
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 5
OHIO NATIONAL FUND INC - ON International Equity Portfolio 5
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 5
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 5
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 5
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 5
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 5
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 5
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 5
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 5
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 5
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 5
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 5
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 5
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund 5
THAYX - TRANSAMERICA FUNDS - Transamerica High Yield Muni A 5
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 5
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Short-Term Municipal Bond Portfolio - Institutional Class 5
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 5
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 5
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 5
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 5
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 5
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 5
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Intermediate-Term Municipal Bond Portfolio Institutional Class Shares 5
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 5
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 5
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 5
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 5
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 5
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 5
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 5
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 5
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 5
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 5
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 5
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 5
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 5
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 5
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 5
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 5
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 5
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 5
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A 5
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
AMZA - ETFis Series Trust I - InfraCap MLP ETF 5
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 5
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 5
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 5
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 5
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 5
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 5
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 5
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 5
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 5
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 5
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 5
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 5
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 5
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 5
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 5
DVY - iSHARES TRUST - iShares Select Dividend ETF 5
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 5
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 5
IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF 5
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 5
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 5
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 5
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 5
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A 5
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 5
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 5
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 5
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 5
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 5
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 5
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 5
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 5
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 5
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 5
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 5
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 5
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 5
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 5
SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A 5
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 5
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 5
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 5
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 5
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 5
HSBC FUNDS - HSBC High Yield Fund Class A 5
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 5
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 5
SLPIX - Profunds - Small-cap Profund Investor Class 5
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 5
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 5
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 5
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 5
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 5
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 5
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 5
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 5
CCSTX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Short-Term Municipal Fund Share class 5
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 5
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 5
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 5
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 5
ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A 5
ABVAX - AB TRUST - AB Value Fund Class A 5
Lineweaver Wealth Advisors, LLC 5
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 5
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 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
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 5
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 5
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 5
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 5
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 5
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 5
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 5
KRMA - Global X Funds - Global X Conscious Companies ETF 5
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 5
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 5
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 5
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 5
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 5
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 5
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 5
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 5
SMLAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Managed Municipal Bond Fund Class A 5
NOTAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Strategic High Yield Tax-Free Fund Class A 5
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 5
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 5
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 5
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 5
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 5
VCSLX - VALIC Co I - Small Cap Index Fund 5
SEMDX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Emerging Markets Debt Fund Class I 5
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 5
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 5
JTFCX - JPMORGAN TRUST II - JPMorgan Tax Free Bond Fund Class C 5
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 5
VMCVX - VALIC Co II - Mid Cap Value Fund 5
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 5
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 5
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 5
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 5
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 5
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 5
BSBE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 USD Emerging Markets Debt ETF 5
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 5
CURCX - MAINSTAY FUNDS TRUST - MainStay Cushing Energy Income Fund Class C 5
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 5
Provident Wealth Management, LLC 5
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 5
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 5
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 5
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 5
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 5
LifeSteps Financial, Inc. 5
Meadow Creek Wealth Advisors Llc 5
Minot Wealth Management LLC 5
ICW Investment Advisors LLC 5
Townsend Asset Management Corp /nc/ /adv 5
Stonebridge Financial Planning Group, LLC 5
Nuveen Municipal Credit Opportunities Fund 5
Nuveen High Income 2023 Target Term Fund 5
Highland Global Allocation Fund 5
Single Point Partners, LLC 5
Houlihan Financial Resource Group, Ltd. 5
Strategic Wealth Designers 5
Watson Rebecca 5
Cascadia Advisory Services, LLC 5
Marks Group Wealth Management, Inc 5
HBC Financial Services, PLLC 5
Mattern Wealth Management LLC 5
Harrell Investment Partners, Llc 5
Members Capital Advisors Inc 5
Texas Capital Bank Wealth Management Services Inc 5
Game Plan Financial Advisors, LLC 5
Investment Research & Advisory Group, Inc. 5
Jade Capital Advisors, LLC 5
Bellevue Asset Management, Llc 5
Hohimer Wealth Management, Llc 5
Laidlaw Wealth Management LLC 5
South Plains Financial, Inc. 5
Davidson Trust Co 5
Resonant Capital Advisors, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 5
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 5
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 5
Brooktree Capital Management 5
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 5
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 5
Danda Trouve Investment Management, Inc. 5
Tempus Wealth Planning, LLC 5
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 5
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 5
Westshore Wealth, LLC 5
Spotlight Asset Group, Inc. 5
Affinity Capital Advisors, LLC 5
TOWER TRUST Co 5
Capstone Financial Group, Inc. 5
Willow Street Advisors LLC 5
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 5
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 5
Apella Capital, LLC 5
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 5
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 5
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 5
AIEQ - ETF Managers Trust - AI Powered Equity ETF 5
LKFIX - LKCM Funds - LKCM Fixed Income Fund 5
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 5
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 5
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 5
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 5
ICENX - ICON FUNDS - ICON Energy Fund Class S 5
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 5
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 5
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class 5
EPIQ Capital Group, LLC 5
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 5
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 5
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 5
MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund 5
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 5
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 5
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 5
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 5
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 5
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 5
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 5
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 5
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 5
AUERX - Unified Series Trust - Auer Growth Fund 5
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 5
RBB FUND, INC. - Adara Smaller Companies Fund 5
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 5
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 5
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 5
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 5
Scotia Asset Management L.P. 5
Westend Partners Lp 5
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 5
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 5
Advisor OS, LLC 5
Bel Air Investment Advisors Llc 5
Quantedge Capital Pte Ltd 5
Rushmore Investment Advisors, Inc. 5
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 5
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 5
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 5
Holloway Wealth Management, LLC 5
First Western Trust Bank 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 5
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 5
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 5
Asset Allocation & Management Company, LLC 5
Claudia M.p. Batlle, Crp (r) Llc 5
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 5
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 5
Platform Technology Partners 5
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 5
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 5
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 5
LifePro Asset Management 5
Oak Harvest Investment Services 5
Northstar Advisory Group, LLC 5
Foster Group, Inc. 5
Mjp Associates Inc /adv 5
Legacy Financial Group LLC 5
Birchcreek Wealth Management, LLC 5
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 5
Sterling Manor Financial, LLC 5
Latitude Advisors, LLC 5
San Luis Wealth Advisors LLC 5
Kavar Capital Partners Group, Llc 5
Cypress Point Wealth Management, LLC 5
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 5
Sterling Financial Planning, Inc. 5
Cerro Pacific Wealth Advisors LLC 5
Cary Street Partners Asset Management Llc 5
Legacy Capital Wealth Partners, LLC 5
SummerHaven Investment Management, LLC 5
Woodward Diversified Capital, Llc 5
Ade, Llc 5
Waterfront Wealth Inc. 5
Wealth Dimensions Group, Ltd. 5
InTrack Investment Management Inc 5
Laird Norton Trust Company, Llc 5
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 5
Sage Private Wealth Group, Llc 5
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 5
North Square Investments Trust - North Square McKee Bond Fund Class I 5
CMG Global Holdings, LLC 5
Systematic Alpha Investments, LLC 5
Capital Advisors Wealth Management, LLC 5
Syntax Advisors, Llc 5
Campion Asset Management LLC 5
O'Neil Global Advisors, Inc. 5
Gries Financial Llc 5
Palumbo Wealth Management LLC 5
MBA Advisors LLC 5
Clarity Financial LLC 5
Stonnington Group, Llc 5
Regency Capital Management Inc.\DE 5
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 5
Heartland Bank & Trust Co 5
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 5
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 5
Smith Anglin Financial, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 5
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 5
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 5
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 5
Five Oceans Advisors 5
ARS Wealth Advisors Group, LLC 5
US Asset Management LLC 5
Kercheville Advisors, LLC 5
Capital Group Private Client Services, Inc. 5
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 5
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 5
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 5
JB Capital LLC 5
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 5
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 5
Crestmont Private Wealth LLC 5
Clear Street Llc 5
LRT Capital Management, LLC 5
Evergreen Wealth Solutions, LLC 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 5
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 5
Ignite Planners, LLC 5
Sweet Financial Partners, LLC 5
Cross Staff Investments Inc 5
Pinnacle Private Wealth, LLC 5
Connective Portfolio Management, LLC 5
Sovereign Investment Advisors, LLC 5
Wealth Effects Llc 5
Ameliora Wealth Management Ltd. 5
Stiles Financial Services Inc 5
NTB Financial Corp 5
SBB Research Group LLC 5
Abeille Asset Management Sa 5
Henrickson Nauta Wealth Advisors, Inc. 5
Pinnbrook Capital Management Lp 5
Guardian Wealth Advisors, Llc / Nc 5
Tanager Wealth Management LLP 5
Thrive Wealth Management, LLC 5
Avaii Wealth Management, Llc 5
Mill Capital Management, LLC 5
Bivin & Associates, Inc. 5
Lifeworks Advisors, LLC 5
Carl Stuart Investment Advisor, Inc 5
Cardiff Park Advisors, Llc 5
West Michigan Advisors, Llc 5
Mid-American Wealth Advisory Group, Inc. 5
Carroll Investors, Inc 5
Ulland Investment Advisors, LLC 5
Oak Harbor Wealth Partners, Llc 5
Richwood Investment Advisors, LLC 5
Regatta Capital Group, Llc 5
Compass Financial Advisors Llc 5
Key Client Fiduciary Advisors, LLC 5
Bill Few Associates, Inc. 5
Schrum Private Wealth Management LLC 5
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 5
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 5
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 5
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 5
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 5
My Legacy Advisors, LLC 5
Cyrus J. Lawrence, LLC 5
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 5
Investmark Advisory Group LLC 5
Insight Inv LLC 5
SS&H Financial Advisors, Inc. 5
Mechanics Financial Corp 5
L.m. Kohn & Company 5
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 5
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 5
FASWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Municipal Income Fund 5
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 5
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 5
Retirement Guys Formula Llc 5
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 5
Advocate Group Llc 5
SHCDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Corporate Debt Fund Class I 5
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 5
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 5
Tevis Investment Management 5
Ritter Daniher Financial Advisory LLC / DE 5
First National Advisers, LLC 5
Quantum Financial Advisors, LLC 5
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 5
PIMCO FUNDS - PIMCO Sector Fund Series - I 5
FASYX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Conservative Income Municipal Bond Fund 5
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 5
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 5
Essential Planning, LLC. 5
Warther Private Wealth, LLC 5
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 5
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 5
DIVD - EA Series Trust - Altrius Global Dividend ETF 5
Balboa Wealth Partners 5
General Partner, Inc. 5
Crescent Sterling, Ltd. 5
Beaumont Financial Advisors, LLC 5
Nordwand Advisors, LLC 5
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 5
Breakwater Capital Group 5
Olistico Wealth, LLC 5
Forza Wealth Management, LLC 5
Beacon Investment Advisors Llc 5
RIA Advisory Group LLC 5
Argonautica Private Wealth Management, Inc 5
Koesten, Hirschmann & Crabtree, INC. 5
MRP Capital Investments, LLC 5
Hobart Private Capital, LLC 5
Arista Wealth Management, LLC 5
Delap Wealth Advisory, Llc 5
Viawealth, Llc 5
LMG Wealth Partners, LLC 5
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5
TFB Advisors LLC 5
AlphaQ Advisors LLC 5
Applied Finance Capital Management, LLC 5
Kapstone Financial Advisors LLC 5
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 5
Lakewood Asset Management LLC 5
ACSIX - Investment Managers Series Trust II - Arena Strategic Income Fund Class I Shares 5
Werba Rubin Papier Wealth Management 5
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 5
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 5
Baron Wealth Management LLC 5
Brady Family Wealth, Llc 5
Canoe Financial LP 5
Zrc Wealth Management, Llc 5
McCarthy Grittinger Financial Group, LLC 5
BIP Wealth, LLC 5
Legacy Capital Group California, Inc. 5
Barrett & Company, Inc. 5
Consolidated Portfolio Review Corp 5
Klr Investment Advisors, Llc 5
Advanced Portfolio Management, LLC 5
3Chopt Investment Partners, LLC 5
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 5
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 5
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF 5
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 5
Kennedy Investment Group 5
Lazari Capital Management, Inc. 5
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 5
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 5
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 5
Union Savings Bank 5
Guidance Capital, Inc 5
Franklin Templeton ETF Trust - Franklin Income Focus ETF 5
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 5
BlackRock ETF Trust II - BlackRock Short-Term California Muni Bond ETF 5
Hibernia Wealth Partners, LLC 5
WFA Asset Management Corp 5
Payden & Rygel Investment Group 5
KPP Advisory Services LLC 5
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 5
FTWO - EA Series Trust - Strive FAANG 2.0 ETF 5
LongView Wealth Management 5
TrueMark Investments, LLC 5
Tritonpoint Wealth, Llc 5
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 5
Custom Index Systems, Llc 5
Philip James Wealth Mangement, LLC 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 5
Criterion Capital Advisors, Llc 5
Sentry LLC 5
Everpar Advisors Llc 5
New Century Financial Group, LLC 5
Second Line Capital, LLC 5
Stablepoint Partners, LLC 5
Portfolio Design Labs, LLC 5
Wiser Advisor Group LLC 5
FCG Investment Co 5
Vermillion & White Wealth Management Group, LLC 5
EnRich Financial Partners LLC 5
Christopher J. Hasenberg, Inc 5
Capitolis Liquid Global Markets LLC 5
Ilex Capital Partners (UK) LLP 5
Zega Financial, LLC 5
Canopy Partners, LLC 5
Torno Capital, Llc 5
Lummis Asset Management, LP 5
Quadcap Wealth Management, LLC 5
Long Island Wealth Management, Inc. 5
Burford Brothers, Inc. 5
Able Wealth Management LLC 5
Sierra Summit Advisors Llc 5
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 5
Emprise Bank 5
JBR Co Financial Management Inc 5
Accordant Advisory Group Inc 5
Fairway Wealth LLC 5
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 5
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 5
49 Wealth Management, Llc 5
Gratus Wealth Advisors, LLC 5
Rockport Wealth LLC 5
Sienna Gestion 5
Swedbank AB 5
New Covenant Trust Company, N.A. 5
POM Investment Strategies, LLC 5
Mosaic Financial Group, Llc 5
Watts Gwilliam & Co., LLC 5
Clear Point Advisors Inc. 5
Sugar Maple Asset Management, LLC 5
Amplify ETF Trust - Amplify AI Powered Equity ETF 5
Keynote Financial Services Llc 5
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 5
Sharp Financial Services, LLC 5
City Center Advisors, LLC 5
Chris Bulman Inc 5
Hardin Capital Partners, LLC 5
Diversify Wealth Management, Llc 5
BTG Pactual Asset Management US LLC 5
Centennial Bank/AR/ 5
Custom Portfolio Group LLC 5
EHLS - Tidal Trust II - Even Herd Long Short ETF 5
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF 5
Cannon Financial Strategists, Inc. 5
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF 5
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 5
Goldstone Financial Group, LLC 5
CATF - AMERICAN CENTURY ETF TRUST - American Century California Municipal Bond ETF 5
Everstar Asset Management, LLC 5
B&l Asset Management Llc 5
Legacy Investment Solutions, LLC 5
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 5
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 5
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 5
Oddo Bhf Asset Management Sas 5
Arcadia Investment Advisors Llc 5
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 5
RMCA - Tidal Trust III - Rockefeller California Municipal Bond ETF 5
Florida Financial Advisors, Llc 5
Kieckhefer Group Llc 5
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 5
Sovran Advisors, LLC 5
Louisbourg Investments Inc. 5
Silphium Asset Management Ltd 5
Noble Wealth Management PBC 5
Purkiss Capital Advisors LLC 5
Chung Wu Investment Group, LLC 5
Hopwood Financial Services, Inc. 5
Kennondale Capital Management LLC 5
Runnymede Capital Advisors, Inc. 5
Graney & King, LLC 5
Bryce Point Capital, LLC 5
May Hill Capital, LLC 5
RFG - Bristol Wealth Advisors, LLC 5
MSH Capital Advisors LLC 5
GKV Capital Management Co., Inc. 5
Castlekeep Investment Advisors Llc 5
Brooklands Fund Management Ltd 5
PMV Capital Advisers, LLC 5
Accredited Wealth Management, LLC 5
Measured Risk Portfolios, Inc. 5
City National Bank Of Florida /msd 5
Parr Mcknight Wealth Management Group, Llc 5
Armis Advisers, LLC 5
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 5
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 5
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 5
Copia Wealth Management 5
DSG Capital Advisors, LLC 5
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 5
Brookwood Investment Group LLC 5
MJT & Associates Financial Advisory Group, Inc. 5
QTR Family Wealth, LLC 5
Corient IA LLC 5
VestGen Advisors, LLC 5
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 5
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 5
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 5
RMG Wealth Management LLC 5
Evelyn Partners Investment Management LLP 5
LOM Asset Management Ltd 5
Boreal Capital Management LLC 5
Limestone Investment Advisors LP 5
Capital Group KKR Multi-Sector (plus) 5
Dopkins Wealth Management, Llc 4
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 4
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 4
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 4
Per Stirling Capital Management, LLC. 4
Paladin Advisory Group, LLC 4
Contrarian Capital Management, L.l.c. 4
Liberty One Investment Management, Llc 4
Vantage Financial Partners Ltd., Inc. 4
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 4
Stolper Co 4
Tiger Management L.l.c. 4
Legacy Financial Group, Inc. 4
World Equity Group, Inc. 4
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 4
Delta Financial Advisors Llc 4
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 4
Fcg Advisors, Llc 4
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 4
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 4
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF 4
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund 4
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 4
Barnes Dennig Private Wealth Management LLC 4
ZynergyRetirementPlanningLLC 4
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 4
Glassy Mountain Advisors, Inc. 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 4
Powers Advisory Group, LLC 4
Keystone Financial Planning, Inc. 4
Kings Path Partners LLC 4
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 4
Crawford Lake Capital Management, LLC 4
Insight Wealth Partners, LLC 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
Serengeti Asset Management LP 4
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 4
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 4
Hoertkorn Richard Charles 4
FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund 4
CMH Wealth Management LLC 4
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 4
Gibbs Wealth Management 4
South Street Advisors LLC 4
Access Financial Services, Inc. 4
General American Investors Co Inc 4
Israel Discount Bank Of New York /gfn 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 4
SOL Capital Management CO 4
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 4
HOVLX - HOMESTEAD FUNDS INC - Value Fund 4
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 4
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 4
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 4
Morgan Dempsey Capital Management Llc 4
Fairfield Financial Advisors, LTD 4
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 4
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 4
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 4
Hokanson Associates, Inc. 4
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 4
Fieldpoint Private Advisors, Inc 4
Baltimore Capital Management, Inc 4
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 4
Conservest Capital Advisors, Inc. 4
Israel Discount Bank of New York 4
Crux Wealth Advisors 4
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 4
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 4
Girard Securities, Inc. 4
Matthew Goff Investment Advisor, LLC 4
Drucker Wealth 3.0, LLC 4
Neuberger Berman Mlp Income Fund Inc. 4
Arbor Wealth Management, LLC 4
Circle Wealth Management, LLC 4
Dimension Capital Management Llc 4
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 4
Granite FO LLC 4
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 4
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 4
Capital Advantage, Inc. 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 4
Bensler, LLC 4
Mitsubishi UFJ Asset Management (UK) Ltd. 4
Cantor Fitzgerald Investment Adviser L.p. 4
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 4
Geneva Partners, LLC 4
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 4
Athos Capital Ltd 4
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4
Crabel Capital Management, LLC 4
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 4
Strait & Sound Wealth Management LLC 4
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 4
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 4
Saratoga Research & Investment Management 4
Abbot Financial Management, Inc. 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 4
Harding Loevner Lp 4
SDIVX - Stock Dividend Fund, Inc. - Stock Dividend Fund, Inc. 4
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4
Fintrust Investment Advisory Services, Llc 4
Turim 21 Investimentos Ltda. 4
Stamina Capital Management Lp 4
Stralem & Co Inc 4
Loveless Wealth Management LLC 4
Offit Capital Advisors Llc 4
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 4
Broadleaf Partners, LLC 4
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 4
Invenomic Capital Management LP 4
Messner & Smith Theme Value Investment Management Ltd /ca/ 4
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 4
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 4
Sound Financial Strategies Group, LLC 4
NUCAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Intermediate Municipal Bond Fund Class A 4
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 4
Paragon Capital Management Inc 4
Advantage Alpha Capital Partners LP 4
Aberdeen Wealth Management LLC 4
Pratt Collard Advisory Partners LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 4
Mattern Capital Management, Llc 4
STFGX - Advisers Investment Trust - State Farm Growth Fund 4
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 4
Tower View Investment Management & Research LLC 4
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 4
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 4
Sculati Wealth Management, LLC 4
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 4
Heritage Wealth Management, Inc./Texas 4
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 4
Port Capital LLC 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 4
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 4
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 4
Silver Lake Advisory, LLC 4
Townsend & Associates, Inc 4
SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF 4
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 4
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 4
Master Basic Value Llc 4
BWM Planning, LLC 4
Pinpoint Asset Management Ltd 4
Badgley Phelps Wealth Managers, LLC 4
Paladin Wealth, LLC 4
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 4
Baugh & Associates, LLC 4
Okabena Investment Services Inc 4
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
Madison Asset Management, LLC 4
Fulcrum Capital LLC 4
Bull Street Advisors, LLC 4
Austin Private Wealth, LLC 4
Blackrock Dividend Income Trust 4
Moser Wealth Advisors, LLC 4
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 4
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 4
Private Capital Management, LLC 4
Invesco Municipal Income Opportunities Trust 4
Convergence Financial, LLC 4
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 4
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 4
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 4
Oppenheimer Limited-term Bond Fund 4
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 4
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 4
Cobler Capital Management, LLC 4
Mayfair Advisory Group, LLC 4
Thornburg Income Builder Opportunities Trust 4
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 4
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 4
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 4
Indie Asset Partners, LLC 4
Challenger Wealth Management 4
Mfs Investment Grade Municipal Trust 4
Cascade Investment Group, Inc. 4
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 4
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 4
Putney Financial Group LLC 4
Stokes & Hubbell Capital Management, LLC 4
Blackrock Real Asset Equity Trust 4
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 4
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 4
Fortress Private Ledger, Llc 4
Mainstream Capital Management LLC 4
Crumly & Associates Inc. 4
Oaktree Diversified Income Fund Inc. 4
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 4
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 4
Kennebec Savings Bank 4
Qp Wealth Management, Llc 4
Columbia Trust Co 01012016 4
TSP Capital Management Group, LLC 4
Oppenheimer Developing Markets Fund 4
MidAtlantic Capital Management, Inc. 4
AMJ Financial Wealth Management 4
Howard Bailey Securities, Llc 4
Optivise Advisory Services LLC 4
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 4
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 4
Columbus Macro, LLC 4
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 4
Scott Marsh Financial, LLC 4
Breiter Capital Management Inc 4
Dohj, Llc 4
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 4
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 4
Ambassador Advisors, LLC 4
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 4
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 4
BancFirst Trust & Investment Management 4
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 4
Integre Asset Management, LLC 4
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 4
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 4
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 4
Michels Family Financial, LLC 4
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 4
Perennial Investment Advisors, LLC 4
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 4
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 4
Letson Investment Management, Inc. 4
Elevated Capital Advisors, LLC 4
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 4
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 4
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 4
Sls Management Llc 4
Aurora Private Wealth, Inc. 4
LIVR - EA Series Trust - Intelligent Livermore ETF 4
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 4
Blue Edge Capital, LLC 4
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 4
Kingstone Capital Partners Texas, LLC 4
VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V 4
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 4
RUFF - ETF Opportunities Trust - Alpha Dog ETF 4
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
VAUGHAN & Co SECURITIES, INC. 4
Carl Domino Inc 4
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 4
Spectrum Financial Alliance Ltd LLC 4
Oppenheimer Main Street All Cap Fund 4
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 4
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 4
Essex LLC 4
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 4
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 4
LGT Fund Management Co Ltd. 4
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 4
VCIEX - VALIC Co I - International Equities Index Fund 4
Threadgill Financial, Llc 4
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 4
Arbor Trust Wealth Advisors, Llc 4
Laurel Grove Capital, LLC 4
Broderick Brian C 4
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 4
Euro Pacific Asset Management, LLC 4
Spreng Capital Management, Inc. 4
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 4
TT Capital Management LLC 4
Salient Midstream & Mlp Fund 4
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 4
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 4
5-to-15 Year Laddered Municipal Bond Portfolio - 5-to-15 Year Laddered Municipal Bond Portfolio 4
FAINX - MSS Series Trust - Fallen Angels Income Fund 4
SAM Advisors, LLC 4
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 4
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 4
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 4
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 4
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 4
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 4
Acrisure Capital Management, LLC 4
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
OCTA - Tidal Trust II - Octane All-Cap Value Energy ETF 4
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 4
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 4
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES 4
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 4
Silicon Hills Wealth Management, LLC 4
Good Steward Wealth Advisors,LLC 4
Legacy Wealth Management, LLC / MS 4
Goldman Sachs Mlp & Energy Renaissance Fund 4
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 4
Pinney & Scofield, Inc. 4
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I 4
Deutsche Municipal Income Trust 4
Global Thematic Partners, LLC 4
Allianzgi Equity & Convertible Income Fund 4
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 4
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 4
Knott David M 4
Elliott Investment Management L.P. 4
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 4
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 4
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund 4
Pioneer Emerging Markets Fund 4
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 4
CRZAX - MAINSTAY FUNDS TRUST - MainStay Cushing Renaissance Advantage Fund Class A 4
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 4
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 4
MLPPX - Managed Portfolio Series - Tortoise MLP & Energy Infrastructure Fund Institutional Class Shares 4
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 4
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 4
Westmount Partners, LLC 4
FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A 4
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 4
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 4
Pines Wealth Management, LLC 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 4
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 4
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 4
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 4
Stock Portfolio - Stock Portfolio 4
Delta Capital Management Llc 4
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 4
North American Management Corp 4
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 4
Brady Martz Wealth Solutions, LLC 4
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 4
Krane Funds Advisors LLC 4
Altavista Wealth Management, Inc. 4
First Trust Enhanced Equity Income Fund 4
Gabelli Global Utility & Income Trust 4
Nuveen Tax Advantaged Total Return Strategy Fund 4
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 4
Gabelli Utility Trust 4
Eaton Vance Risk-managed Diversified Equity Income Fund 4
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 4
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 4
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 4
King Investment Advisors Inc/tx 4
Archon Partners LLC 4
FORH - ETF Opportunities Trust - Formidable ETF 4
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 4
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 4
Lansdowne Partners (uk) Llp 4
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 4
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 4
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 4
JNL SERIES TRUST - JNL International Index Fund (I) 4
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 4
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 4
York Capital Management Global Advisors, LLC 4
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 4
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 4
Profit Investment Management, LLC 4
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 4
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 4
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 4
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 4
EVLU - iSHARES TRUST - iShares MSCI Emerging Markets Value Factor ETF 4
Legacy Trust 4
STXG - EA Series Trust - Strive 1000 Growth ETF 4
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 4
EXNAX - EATON VANCE INVESTMENT TRUST - Eaton Vance National Limited Maturity Municipal Income Fund Class A 4
Eq Wealth Advisors, Llc 4
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 4
Mountain Hill Investment Partners Corp. 4
10-15 Associates, Inc. 4
Hager Investment Management Services, Llc 4
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 4
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 4
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 4
Lombard Odier Transatlantic, Limited Partnership 4
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 4
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 4
Aristotle Atlantic Partners, Llc 4
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 4
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 4
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 4
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 4
Ramsay, Stattman, Vela & Price, Inc. 4
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 4
Sandhill Capital Partners LLC 4
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 4
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 4
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 4
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 4
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 4
Petra Financial Advisors Inc 4
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares 4
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 4
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 4
Kayne Anderson Mlp Investment Co 4
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 4
Knighthead Capital Management, LLC 4
Fidelity National Financial, Inc. 4
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 4
Muzinich & Co., Inc. 4
James Alpha Funds Trust - Easterly RocMuni High Income Municipal Bond Fund - Investor Class 4
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 4
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 4
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 4
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 4
SGLSX - Blackrock Funds - Blackrock Energy & Resources Portfolio Institutional 4
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 4
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 4
BXM Wealth LLC 4
PUREfi Wealth, LLC 4
Modus Advisors, LLC 4
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class 4
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 4
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 4
bLong Financial, LLC 4
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 4
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 4
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 4
D. E. Shaw & Co, L.p. 4
MOKAN Wealth Management Inc. 4
Border to Coast Pensions Partnership Ltd 4
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 4
Novem Group 4
Atlas Legacy Advisors, LLC 4
Moon Capital Management, LLC 4
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 4
Corps Capital Advisors, LLC 4
Lifestyle Asset Management, Inc. 4
Capital & Planning, Llc 4
FirstPurpose Wealth LLC 4
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 4
C2C Wealth Management, LLC 4
Compass Capital Corp /ma/ /adv 4
Legacy Financial Strategies, LLC 4
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 4
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 4
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 4
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 4
Murphy Pohlad Asset Management LLC 4
Abound Financial, Llc 4
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 4
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 4
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 4
Cherry Creek Investment Advisors, Inc. 4
ArrowMark Colorado Holdings LLC 4
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 4
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A 4
Cue Financial Group, Inc. 4
Financially Speaking Inc 4
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 4
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 4
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 4
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 4
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 4
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 4
NFTY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust India NIFTY 50 Equal Weight ETF 4
Templeton Global Opportunities Trust 4
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 4
Oppenheimer Global High Yield Fund 4
CORDA Investment Management, LLC. 4
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 4
Nuveen Intermediate Duration Municipal Term Fund 4
INDA - iSHARES TRUST - iShares MSCI India ETF 4
RiverTree Advisors, LLC 4
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 4
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 4
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 4
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 4
Bank OZK 4
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 4
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 4
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 4
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 4
Unified Investment Management 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 4
BW Gestao de Investimentos Ltda. 4
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 4
Nicola Wealth Management Ltd. 4
Globe Life Inc. 4
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 4
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 4
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 4
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 4
Viking Global Investors Lp 4
Lincoln Capital LLC 4
Permanent Capital Management, LP 4
Brookmont Capital Management 4
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 4
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 4
Cm Wealth Advisors Llc 4
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 4
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 4
EAM Global Investors LLC 4
Allianz Life Insurance Co Of North America 4
Riverbend Wealth Management, LLC 4
Gallagher Capital Advisors, LLC 4
Stone Toro Investment Advisers, LP 4
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 4
North Forty Two & Co. 4
HIIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH High Income Fund Class A 4
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 4
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 4
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 4
Rainier Family Wealth Inc 4
Impact Capital Partners LLC 4
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 4
Sloy Dahl & Holst, LLC 4
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 4
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 4
Garnet Equity Capital Holdings, Inc. 4
All Season Financial Advisors, Inc. 4
Ashfield Capital Partners, LLC 4
Pinnacle West Asset Management, Inc. 4
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 4
O'Dell Group, LLC 4
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 4
AssuredPartners Investment Advisors, LLC 4
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 4
Pimco California Municipal Income Fund Iii 4
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 4
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 4
Pineno Levin & Ford Asset Management, Inc. 4
TRH Financial, LLC 4
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 4
McNamara Financial Services, Inc. 4
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 4
SeaBridge Investment Advisors LLC 4
AMG Funds LLC 4
LWM Advisory Services, LLC 4
WealthTrust Asset Management, LLC 4
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 4
Glenview State Bank Trust Dept. 4
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 4
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 4
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 4
Pimco California Municipal Income Fund 4
Norman Fields, Gottscho Capital Management, LLC 4
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 4
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 4
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 4
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 4
Argus Investors' Counsel, Inc. 4
Rather & Kittrell, Inc. 4
Harvey Investment Co Llc 4
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 4
Ofi Invest Asset Management 4
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 4
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 4
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 4
ABLE Financial Group, LLC 4
Washington State Investment Board 4
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 4
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 4
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 4
Hendley & Co Inc 4
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 4
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 4
Foxby Corp. 4
BATEX - Blackrock Allocation Target Shares - Bats Series E 4
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 4
HJEN - Direxion Shares ETF Trust - Direxion Hydrogen ETF 4
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 4
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 4
First Wilshire Securities Management Inc 4
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 4
PENN SERIES FUNDS INC - Large Cap Value Fund 4
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 4
Titleist Asset Management, Ltd. 4
WIREX - PFS FUNDS - Wireless Fund 4
Garrison Bradford & Associates Inc 4
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class 4
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 4
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 4
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 4
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 4
Hikari Power Ltd 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 4
Portola Group Inc /ca 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 4
united american securities inc. (d/b/a uas asset management) 4
Prentice Wealth Management LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 4
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 4
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 4
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 4
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 4
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 4
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 4
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 4
Brighthouse Funds Trust II - MFS Value Portfolio Class A 4
Blackrock Enhanced International Dividend Trust 4
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 4
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 4
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 4
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 4
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 4
Harvey Partners, LLC 4
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 4
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 4
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A 4
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 4
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 4
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 4
National Rural Electric Cooperative Association 4
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 4
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 4
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 4
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 4
Financial Partners Group, Inc 4
Fairview Capital Investment Management, Llc 4
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 4
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I 4
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 4
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 4
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 4
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 4
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 4
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 4
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 4
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 4
Aristeia Capital Llc 4
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 4
Eagle Rock Investment Company, Llc 4
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 4
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 4
Staar Investment Trust 4
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 4
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 4
Trivant Custom Portfolio Group, LLC 4
Abacus Wealth Partners, LLC 4
Vishria Bird Financial Group, LLC 4
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 4
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 4
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 4
Ab Multi-manager Alternative Fund 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 4
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 4
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 4
Nichols Asset Management LLC 4
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 4
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 4
Sarasin & Partners LLP 4
NWF Advisory Services Inc. 4
Stadion Money Management, LLC 4
Guild Investment Management, Inc. 4
State Farm Mutual Automobile Insurance Co 4
Tectonic Advisors Llc 4
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 4
Locust Wood Capital Advisers, Llc 4
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 4
AGH Wealth Advisors, LLC 4
JGP Wealth Management, LLC 4
New Jersey Better Educational Savings Trust 4
Lagoda Investment Management, L.P. 4
Solidarilty Wealth, LLC 4
Koss-Olinger Consulting, LLC 4
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 4
HHG & Company, LLC 4
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 4
SageGuard Financial Group, LLC 4
Strategies Wealth Advisors, LLC 4
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 4
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 4
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 4
German American Bancorp, Inc. 4
Edmonds Duncan Registered Investment Advisors, LLC 4
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 4
LCM Capital Management Inc 4
First Bancorp, Inc /ME/ 4
Truepoint, Inc. 4
Denver Wealth Management, Inc. 4
Prairie Sky Financial Group LLC 4
Nixon Peabody Trust Co 4
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 4
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 4
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 4
Crew Capital Management, Ltd. 4
Wilkinson Global Asset Management LLC 4
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 4
FHMIX - Federated Hermes Adviser Series - Federated Hermes Conservative Municipal Microshort Fund Institutional Shares 4
Benchmark Investment Advisors LLC 4
Benchmark Capital Advisors 4
Autumn Glory Partners, LLC 4
All Terrain Financial Advisors, LLC 4
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 4
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 4
Disciplined Investors, L.L.C. 4
Beacon Financial Advisory LLC 4
Doliver Advisors, Lp 4
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 4
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 4
Saddle Road Partners, LLC 4
Exeter Financial, LLC 4
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 4
Ninety One SA (PTY) Ltd 4
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 4
Asset Advisors Investment Management, LLC 4
Monarch Capital Management Inc/ 4
Bard Financial Services, Inc. 4
Gray Wealth Management Inc. 4
Kays Financial Advisory Corp /adv 4
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 4
Eaton Vance Enhanced Equity Income Fund 4
Schwerin Boyle Capital Management Inc 4
Interactive Financial Advisors 4
Granite Bay Wealth Management, LLC 4
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 4
Elevatus Welath Management 4
Murphy, Middleton, Hinkle & Parker, Inc. 4
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 4
KEMPER Corp 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 4
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 4
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 4
Lynch & Associates/in 4
PGIM Short Duration High Yield Opportunities Fund 4
Tributary Capital Management, LLC 4
Freedom Day Solutions, LLC 4
PFW Advisors LLC 4
New Republic Capital, LLC 4
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 4
Invenio Wealth Partners Llc 4
Invesco, Llc 4
Smh Capital Advisors Inc 4
Mcglinn Capital Management Inc 4
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 4
Investment Advisory Services Inc /tx /adv 4
Vanguard Morgan Growth Fund 4
Cincinnati Financial Corp 4
Arcus Capital Partners, LLC 4
ULTRA SERIES FUND - Large Cap Value Fund Class I 4
Towerpoint Wealth, LLC 4
Inspirion Wealth Advisors, Llc 4
Defined Wealth Management, Llc 4
Mork Capital Management, LLC 4
Marque Millennium Capital Management Lcc 4
Strategic Financial Services, Inc, 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 4
Napier Park Global Capital (US) LP 4
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 4
Slagle Financial, LLC 4
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 4
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 4
Federated Project & Trade Finance Tender Fund 4
United Bank, Inc. 4
Northwest Bank & Trust Co 4
Robbins Farley Llc 4
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 4
SkyView Investment Advisors, LLC 4
Federated Core Trust III - Federated Project and Trade Finance Core Fund 4
GDS Wealth Management 4
Penn Mutual Asset Management, LLC 4
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 4
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 4
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 4
Thomas Story & Son Llc 4
Retirement Financial Solutions, Llc 4
Texan Capital Management 4
Overland Advisors, LLC 4
Divergent Wealth Advisors, Llc 4
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 4
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 4
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 4
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 4
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 4
Colonial River Wealth Management, LLC 4
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 4
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 4
Apeiron RIA LLC 4
Merchants' Gate Capital LP 4
Graham Capital Wealth Management, Llc 4
Butensky & Cohen Financial Security, Inc 4
Nuveen California Select Tax Free Income Portfolio 4
Plimoth Trust Co Llc 4
Wills Financial Group LLC 4
Freemont Management S.A. 4
Royal Capital Wealth Management, LLC 4
Dillon & Associates Inc 4
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 4
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 4
Leigh Baldwin & Co., Llc 4
Kamunting Street Capital Management, L.P. 4
Reitz Capital Advisors LLC 4
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 4
Retirement Income Solutions, Inc 4
Beddow Capital Management Inc 4
First National Bank & Trust Co Of Newtown 4
Signature Wealth Management Partners, LLC 4
Spurstone Advisory Services, LLC 4
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 4
Ritter Daniher Financial Advisory, Llc 4
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 4
YOKE - EA Series Trust - Yoke Core ETF 4
USMDX - Columbia Funds Series Trust II - Columbia Ultra Short Municipal Bond Fund Advisor Class 4
Gruss & Co., LLC 4
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 4
JACKSON VARIABLE SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 4
MBL Wealth, LLC 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 4
Zuckerman Investment Group, LLC 4
Albert D Mason Inc 4
ParenteBeard Wealth Management, LLC 4
Columbus Hill Capital Management, L.P. 4
Key Bridge Compliance, LLC 4
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 4
Diamant Asset Management, Inc. 4
Gai Agility Income Fund 4
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 4
Meridian Financial Partners LLC 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
Hotaling Investment Management, LLC 4
Ironwood Investment Counsel, LLC 4
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 4
Weather Gauge Advisory, LLC 4
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 4
Altrius Capital Management Inc 4
Davidson Kempner Capital Management Lp 4
Sax Wealth Advisors, Llc 4
JMHI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF 4
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 4
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 4
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 4
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 4
Iams Wealth Management, Llc 4
ROE - EA Series Trust - Astoria US Quality Kings ETF 4
Pt Asset Management, Llc 4
Turner Investments, L.p. 4
CG Asset Management LLC 4
Financial Network Wealth Management LLC 4
Strategic Family Wealth Counselors, L.L.C. 4
Cooper Creek Partners Management Llc 4
Artemis Wealth Advisors, LLC 4
Weik Capital Management 4
Bedel Financial Consulting Inc 4
Wafra Inc. 4
Cassia Capital Partners, LLC 4
Greystone Financial Group, LLC 4
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C 4
Gruss Capital Management LP 4
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 4
Financial Security Advisor, Inc. 4
Financiere des Professionnels - Fonds d,investissement inc. 4
Gould Asset Management Llc /ca/ 4
Thrive Capital Management, LLC 4
Burns J W & Co Inc/ny 4
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 4
Anderson Financial Strategies, LLC 4
Blackston Financial Advisory Group, LLC 4
Alphagen Securities Llc 4
Syntax Research, Inc. 4
EULAV Asset Management 4
Montrusco Bolton Investments Inc. 4
Flat Footed LLC 4
Flippin Bruce & Porter Inc 4
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A 4
T. Rowe Price Investment Management, Inc. 4
Thomaspartners, Inc. 4
Prosperitas Financial LLC 4
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 4
Ramirez Asset Management, Inc. 4
Salient Private Client, Llc 4
Intrepid Capital Management Inc 4
Revisor Wealth Management LLC 4
Northstar Capital Management Llc 4
Center For Asset Management LLC 4
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 4
Renasant Bank 4
Lawson Kroeker Investment Management Inc/ne 4
Accretive Wealth Partners, LLC 4
Ballast, Inc. 4
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 4
Ocean Capital Management, LLC 4
Insight Advisors, LLC/ PA 4
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 4
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 4
Northern Financial Advisors Inc 4
Objective Capital Management, LLC 4
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A 4
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 4
Carlson Capital Management 4
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 4
M. Kraus & Co 4
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 4
Cohen Lawrence B 4
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 4
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 4
QV Investors Inc. 4
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 4
TAFI - AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF 4
Lokken Investment Group LLC 4
ARS Wealth Advisors, LLC 4
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 4
Financial Management Network Inc 4
Cumberland Partners Ltd 4
Waycross Partners, Llc 4
Boyer & Corporon Wealth Management, LLC 4
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 4
Moreno Evelyn V 4
Bay Rivers Group 4
New England Private Wealth Advisors LLC 4
Galvin, Gaustad & Stein, LLC 4
United Income, Inc. 4
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 4
Gould Capital, LLC 4
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 4
Kesler, Norman & Wride, LLC 4
Win Advisors, Inc 4
BlackRock ETF Trust - BlackRock Large Cap Core ETF 4
Klaas Financial Asset Advisors, LLC 4
Capital Insight Partners, Llc 4
Mizuho Markets Americas Llc 4
Iat Reinsurance Co Ltd. 4
Copperwynd Financial, LLC 4
Cornerstone Select Advisors, LLC 4
Pictet North America Advisors SA 4
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 4
TriaGen Wealth Management LLC 4
Western Financial Corporation 4
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 4
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 4
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 4
Pluribus Labs, LLC 4
Black Swift Group, LLC 4
Nokota Management, LP 4
Mb, Levis & Associates, Llc 4
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 4
Eagle Capital Appreciation Fund 4
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 4
A. D. Beadell Investment Counsel, Inc. 4
Marshall Financial Group LLC 4
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 4
McMahon Financial Advisors, LLC 4
WMG Financial Advisors, LLC 4
Allegiance Financial Group Advisory Services LLC 4
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 4
Summit Asset Management, LLC 4
Aries Wealth Management 4
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 4
Capstone Triton Financial Group, LLC 4
Brooks, Moore & Associates, Inc. 4
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 4
Neumann Capital Management, LLC 4
Brown Miller Wealth Management, LLC 4
Incline Global Management LLC 4
Waterway Wealth Management, LLC 4
Slate Path Capital LP 4
Pomelo Capital LLC 4
1248 Management, LLC 4
Lgl Partners, Llc 4
Precedent Wealth Partners, Llc 4
Cedrus LLC 4
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
Sabadell Asset Management, S.A S.G.I.I.C 4
Shulman DeMeo Asset Management LLC 4
Reaves Utility Income Fund 4
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 4
Lewis Asset Management, LLC 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 4
Econ Financial Services Corp 4
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 4
Traveka Wealth, LLC 4
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 4
Longer Investments Inc. 4
TPG Financial Advisors, LLC 4
Armistice Capital, Llc 4
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 4
Centre Asset Management, LLC 4
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 4
Cabot-Wellington, LLC 4
Financial Strategy Network, LLC 4
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 4
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 4
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 4
Lion Point Capital, LP 4
Cs Mckee Lp 4
Permanens Capital L.P. 4
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 4
Farmer Steven Patrick 4
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 4
Papp L Roy & Associates 4
Ken Stern & Associates, Inc. 4
FSM Wealth Advisors, LLC 4
Goldstein Advisors, LLC 4
Plan Group Financial, LLC 4
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 4
Harbour Trust & Investment Management Co 4
Keener Financial Planning LLC 4
Schulhoff & Co Inc 4
Montage Investments, Llc 4
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 4
Manhattan West Asset Management, LLC 4
Nearwater Capital Markets, Ltd 4
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 4
Ratan Capital Management LP 4
Sandell Asset Management Corp 4
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 4
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 4
Cove Street Capital, LLC 4
Garrison Point Advisors, Llc 4
Te Ahumairangi Investment Management Ltd 4
Saxony Capital Management, LLC 4
Bear Mountain Capital, Inc. 4
Peirce Capital Management, LLC 4
Horizon Financial Services, Llc 4
Cambridge Advisors Inc. 4
Svenska Handelsbanken AB (publ) 4
Cornerstone Capital, Inc. 4
Arabesque Asset Management Ltd 4
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 4
Security National Bank Of Sioux City Iowa /ia/ 4
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 4
HTLF Bank 4
Dupree Financial Group, LLC 4
Pasadena Private Wealth, LLC 4
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 4
Vertex Planning Partners, LLC 4
Greenspring Advisors, LLC 4
COLTX - COLUMBIA FUNDS SERIES TRUST I - Columbia Tax-Exempt Fund Class A 4
Gardner Lewis Asset Management L P 4
TrinityPoint Wealth, LLC 4
MKT Advisors LLC 4
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 4
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 4
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 4
B.O.S.S. Retirement Advisors, LLC 4
Truadvice, LLC 4
VCI Wealth Management LLC 4
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 4
Chubb Corp 4
Jnl Series Trust - Jnl/mellon International Index Fund (a) 4
Ascent Wealth Partners, LLC 4
Trevor Stewart Burton & Jacobsen Inc 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 4
Stonebrook Private Inc. 4
Berry Wealth Group, LP 4
Alley Co LLC 4
Berkeley Capital Partners, LLC 4
Marble Harbor Investment Counsel, LLC 4
Mawer Investment Management Ltd. 4
Walter & Keenan Financial Consulting Co /mi/ /adv 4
Integrated Quantitative Investments LLC 4
Birch Hill Investment Advisors LLC 4
USATX - USAA MUTUAL FUNDS TRUST - Tax Exempt Intermediate-Term Fund Shares 4
Nichols & Pratt Advisers Llp /ma 4
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 4
Capstone Financial Advisors, Inc. 4
De Burlo Group Inc 4
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 4
Cura Wealth Advisors, Llc 4
Uhlmann Price Securities, Llc 4
Graybill Bartz & Assoc Ltd 4
Peloton Wealth Strategists 4
Alphasimplex Group, Llc 4
New Harbor Financial Group, LLC 4
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 4
Cottage Street Advisors LLC 4
VSL - ETF Series Solutions - Volshares Large Cap ETF 4
Joule Financial, LLC 4
Advantage Trust Co 4
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 4
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 4
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 4
DIV - Global X Funds - Global X SuperDividend U.S. ETF 4
GURU - Global X Funds - Global X Guru Index ETF 4
Iridian Asset Management Llc/ct 4
Montchanin Asset Management, Llc 4
Evergreen Private Wealth LLC 4
Terra Nova Asset Management LLC 4
Academy Capital Management Inc/tx 4
Roof Eidam & Maycock/adv 4
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 4
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 4
Genworth Financial Inc 4
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 4
SDIV - Global X Funds - Global X SuperDividend ETF 4
Krs Capital Management, Llc 4
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 4
Woodburn R Robert Jr 4
Baltimore-Washington Financial Advisors Inc. 4
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 4
Northstar Financial Companies, Inc. 4
Elkhorn Partners Limited Partnership 4
Caymus Capital Partners, L.P. 4
Winchester Group Inc. 4
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 4
Country Fund Management 4
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 4
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 4
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 4
Alteri Wealth LLC 4
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 4
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 4
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 4
Mader & Shannon Wealth Management, Inc. 4
Acorn Creek Capital Llc 4
LHIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia High Yield Municipal Fund Class A 4
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 4
Noesis Capital Mangement Corp 4
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 4
ERTS Wealth Advisors, LLC 4
Fairhaven Wealth Management, LLC 4
DSC Advisors, L.P. 4
Reliant Investment Management, LLC 4
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
Pingora Partners LLC 4
Spero-smith Investment Advisers Inc /oh 4
Burkett Financial Services, Llc 4
Hamel Associates, Inc. 4
Horizons Wealth Management 4
Southport Management, L.l.c. 4
Next Level Private LLC 4
Darden Wealth Group Inc 4
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 4
Prudent Man Investment Management, Inc. 4
Jnl Series Trust - Jnl/s&p 4 Fund (a) 4
Planning Solutions Group Llc 4
Richardson Capital Management LLC 4
West Chester Capital Advisors, Inc 4
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 4
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 4
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 4
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 4
Alta Capital Management Llc/ 4
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 4
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 4
Ksa Capital Management, Llc 4
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 4
Signal Advisors Wealth, LLC 4
Columbia Etf Trust 4
Biltmore Family Office, LLC 4
Catawba Capital Management /va 4
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 4
First Fiduciary Investment Counsel, Inc. 4
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 4
Lehman & Derafelo Financial Resources LLC 4
Maia Wealth LLC 4
Aviso Wealth Management 4
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 4
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 4
Sutton Place Investors Llc 4
CVAR - ETF Opportunities Trust - Cultivar ETF 4
PUTNAM FUNDS TRUST - Putnam Intermediate-Term Municipal Income Fund CLASS Y 4
Mason Investment Advisory Services, Inc. 4
Intrinsic Value Partners, LLC 4
Dynamic Wealth Strategies, LLC 4
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 4
1858 Wealth Management, Llc 4
Sumit Capital, Llc 4
Evernest Financial Advisors, LLC 4
Prossimo Advisors, LLC 4
Seamount Financial Group Inc 4
Monograph Wealth Advisors, Llc 4
Am Investment Strategies Llc 4
Ostrum Asset Management U.s., Llc 4
Masso Torrence Wealth Management Inc. 4
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 4
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 4
SIH Partners, LLLP 4
Violich Capital Management, Inc. 4
White Pine Investment CO 4
Edgemoor Investment Advisors, Inc. 4
Dow Chemical Co /de/ 4
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 4
Kendall Capital Management 4
Summitry Llc 4
Hyman Charles D 4
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 4
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 4
Karamaan Group, LLC 4
DVYE - iShares, Inc. - iShares Emerging Markets Dividend ETF 4
Highmount Capital, LLC 4
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 4
Stillwater Capital Advisors, LLC 4
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 4
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 4
Community Bank of Raymore 4
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 4
Silver Coast Investments LLC 4
Independent Investors Inc 4
Boussard & Gavaudan Investment Management LLP 4
Leonard Rickey Investment Advisors P.L.L.C. 4
Investors Trust Inc 4
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 4
Greenup Street Wealth Management Llc 4
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 4
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 4
Leverty Financial Group, LLC 4
Davidson & Garrard Inc 4
Punch & Associates Investment Management, Inc. 4
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 4
Morris Capital Advisors, LLC 4
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 4
Eight 31 Financial Llc 4
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4
Moody Aldrich Partners Llc 4
Lantern Wealth Advisors, LLC 4
Bulltick Wealth Management, LLC 4
Vanguard Explorer Fund 4
Davis-rea Ltd. 4
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 4
Bernardo Wealth Planning LLC 4
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 4
Clarity Asset Management, Inc. 4
United Fire Group Inc 4
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 4
Enhancing Capital LLC 4
GSTAX - Managed Portfolio Series - Principal Street High Income Municipal Fund Institutional Class 4
Kuhn & Co Investment Counsel 4
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 4
Hugh Johnson Advisors LLC 4
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 4
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 4
HIMYX - Victory Portfolios IV - Victory Pioneer High Income Municipal Fund Class Y 4
Oracle Alpha Inc. 4
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 4
Sara-Bay Financial 4
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 4
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 4
Secured Retirement Advisors, Llc 4
Henssler Funds Inc 4
TIHCX - TRANSAMERICA FUNDS - Transamerica International Value Class I2 4
Balter Liquid Alternatives, LLC 4
Aquire Wealth Advisors, LLC 4
Century Capital Management, LLC 4
Wealthstream Advisors, Inc. 4
GraniteShares Advisors LLC 4
Apex Capital Management 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
Cloud Capital Management, LLC 4
Sunpointe, LLC 4
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 4
Capital Market Strategies LLC 4
RESAX - RBC FUNDS TRUST - RBC BlueBay Emerging Market Debt Fund Class A 4
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4
Novak & Powell Financial Services, Inc. 4
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 4
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 4
Syntegra Private Wealth Group, LLC 4
Alpine Associates Advisors 4
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 4
Inlight Wealth Management, LLC 4
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 4
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 4
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF 4
American Assets Inc 4
Rayner & Haynor 4
Natixis ETF Trust - Natixis Gateway Quality Income ETF 4
Advanced Series Trust - Ast Small-cap Value Portfolio 4
Icahn Carl C 4
Stelliam Investment Management, Lp 4
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 4
Counterweight Ventures, LLC 4
Bank Of Edwardsville 4
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 4
D.B. Root & Company, LLC 4
Perfromance Wealth Partners, LLC 4
Tlwm 4
Shorepoint Capital Partners LLC 4
Boussard & Gavaudan Asset Management LP 4
Trilogy Global Advisors Lp 4
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 4
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 4
Wood Investment Counsel LLC 4
Texas Capital Funds Trust - Texas Capital Texas Oil Index ETF 4
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 4
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 4
Enterprise Bank & Trust Co 4
Bankers Trust Co 4
Independence Advisors, LLC 4
Sl Advisors, Llc 4
Sky Investment Group LLC 4
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 4
Mondrian Investment Partners LTD 4
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 4
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 4
Worth Financial Advisory Group, LLC 4
Walthausen & Co., LLC 4
MCCGX - Mirae Asset Discovery Funds - Emerging Markets Great Consumer Fund Class C Shares 4
NovaPoint Capital, LLC 4
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 4
Gq Asset Management, Llc 4
Aware Super Pty Ltd as trustee of Aware Super 4
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 4
Zenyatta Capital Management LP 4
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A 4
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 4
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 4
Highwater Wealth Management, LLC 4
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 4
Yarbrough Capital, LLC 4
Leo Wealth, LLC 4
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 4
Tiedemann Trust Co 4
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 4
High Pointe Capital Management Llc 4
MYDA Advisors LLC 4
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 4
Core Wealth Partners LLC 4
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 4
Astrantus Ltd 4
Lumbard & Kellner, LLC 4
Holowesko Partners Ltd. 4
Greystone Managed Investments Inc. 4
Nuveen Amt-free Municipal Credit Income Fund 4
Sippican Capital Advisors 4
R.m.sincerbeaux Capital Management Llc 4
Conquis Financial Llc 4
Julex Capital Management, Llc 4
Fairman Group, LLC 4
Baldrige Asset Management LLC 4
Aspen Grove Capital, LLC 4
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 4
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 4
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 4
Hi-Line Capital Management, LLC 4
Cinque Partners Llc 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 4
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 4
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 4
First International Bank & Trust 4
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 4
Private Capital Management Llc 4
Cottonwood Capital Advisors, Llc 4
Long Wharf Investors, Inc. 4
DGS Capital Management, LLC 4
AA Financial Advisors, LLC 4
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 4
Duncan Williams Asset Management, LLC 4
Stratford Consulting, LLC 4
Pyrrho Capital Management, LP 4
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 4
DoubleLine Yield Opportunities Fund 4
Levitt Capital Management LLC 4
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A 4
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 4
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 4
Lilley & Co 4
Bigelow Investment Advisors, LLC 4
Strategic Capital Group LLC 4
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 4
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 4
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 4
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 4
TDVFX - Investment Managers Series Trust - Towle Deep Value Fund 4
Roffman Miller Associates Inc /pa/ 4
Westhampton Capital, LLC 4
Beacon Harbor Wealth Advisors, Inc. 4
Sound Shore Management Inc /ct/ 4
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6 4
MGB Wealth Management, LLC 4
Eaton Vance Short Duration Diversified Income Fund 4
HMS Capital Management, LLC 4
Keudell/Morrison Wealth Management 4
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund 4
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 4
Harvest Management Llc 4
Capital Counsel Llc/ny 4
Harvest Capital Management Inc 4
Agran Libbie 4
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 4
Oppenheimer Equity Fund 4
Evolution Wealth Management Inc. 4
Eaton Vance Tax-managed Diversified Equity Income Fund 4
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 4
JBF Capital, Inc. 4
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 4
Alerus Investment Advisors Corp 4
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 4
Straight Path Wealth Management 4
John Hancock Tax-advantaged Global Shareholder Yield Fund 4
Oneamerica Funds Inc 4
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 4
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 4
Arthur M. Cohen & Associates, Llc 4
Horizon Advisory Services, Inc. 4
Welch Capital Partners Llc/ny 4
Embree Financial Group 4
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 4
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 4
Glass Wealth Management Co LLC 4
Pullen Investment Management, LLC 4
Nicolet Bankshares Inc 4
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 4
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 4
SLIM - Janus Detroit Street Trust - The Obesity ETF 4
Rothschild & Co Wealth Management UK Ltd 4
Raiff Partners Inc 4
Richard P Slaughter Associates Inc 4
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 4
Fiduciary Family Office, Llc 4
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 4
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 4
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 4
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 4
MUIMX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra-Short Municipal Income Portfolio Institutional Class 4
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 4
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 4
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 4
Oak Hill Wealth Advisors, Llc 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 4
Wealth Group, Ltd. 4
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 4
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 4
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 4
Spirepoint Private Client, Llc 4
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 4
Umpqua Bank 4
Atlanta Consulting Group Advisors, LLC 4
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 4
Passumpsic Savings Bank 4
Sequent Planning LLC 4
Bryn Mawr Capital Management Inc 4
Trajan Wealth LLC 4
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 4
Portland Investment Counsel Inc. 4
Honeywell International Inc 4
B. Riley Financial, Inc. 4
Provident Investment Management, Inc. 4
FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 4
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 4
TOWER TRUST & INVESTMENT Co 4
Professional Advisory Services Inc 4
Traphagen Investment Advisors Llc 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 4
Lincluden Management Ltd 4
Gendell Jeffrey L 4
Wittenberg Investment Management, Inc. 4
Walled Lake Planning & Wealth Management, Llc 4
Independence Trust CO 4
Fusion Family Wealth LLC 4
Capital One Financial Corp 4
Hutchens Investment Management Inc 4
Gmt Capital Corp 4
Surience Private Wealth Llc 4
Wellspring Financial Advisors, LLC 4
BigSur Wealth Management LLC 4
Triton Wealth Management, PLLC 4
Armor Investment Advisors, LLC 4
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 4
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 4
Souders Financial Advisors 4
Barber Financial Group, Inc. 4
Northstar Group, Inc. 4
Karlinski Andrew C 4
Efficient Market Advisors, LLC 4
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 4
BUYN - USCF ETF Trust - USCF SummerHaven SHPEN Index Fund 4
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 4
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 4
SCTTX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay C Portfolio Class 2 4
Signet Management Usa, Llc 4
Friedenthal Financial 4
Marietta Wealth Management, LLC 4
Shayne & Co., Llc 4
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 4
Oak Grove Capital LLC 4
Silver Bridge Capital Management LLC 4
Davis Investment Partners, LLC 4
Covenant Asset Management, LLC 4
J2 Capital Management Inc 4
Cambridge Financial Group, LLC 4
Agate Pass Investment Management, LLC 4
Freedom Wealth Alliance, Llc 4
Edgar Lomax Co/va 4
Franklin Square Holdings, L.P. 4
D. E. Shaw Kalon Portfolios, L.L.C. 4
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 4
Berwyn Funds 4
Nuveen Municipal Value Fund Inc 4
Sanibel Captiva Investment Advisers, Inc. 4
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 4
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 4
Oakview Capital Management, L.p. 4
Sand Hill Global Advisors, LLC 4
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 4
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 4
Spring Capital Management, Llc 4
apricus wealth, LLC 4
Signature Financial Management, Inc. 4
Kolinsky Wealth Management, LLC 4
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 4
Grassi Investment Management Llc 4
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 4
RB Capital Management, LLC 4
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 4
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 4
Empire Life Investments Inc. 4
Brucke Financial, Inc. 4
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 3
Davy Global Fund Management Ltd 3
FSIKX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Intermediate Municipal Income Fund 3
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 3
Long Road Investment Counsel, LLC 3
Caxton Associates Llp 3
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 3
Groupe la Francaise 3
Myriad Asset Management Ltd. 3
BCONX - Advisors' Inner Circle Fund III - BARROW HANLEY CREDIT OPPORTUNITIES FUND I Shares 3
Tricadia Capital Management, LLC 3
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 3
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 3
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF 3
Ern Llc 3
Nwi Management Lp 3
Lorber David A 3
Washburn Capital Management, Inc. 3
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 3
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF 3
Advanced Asset Management Advisors Inc 3
KDT Advisors, LLC 3
Taurus Asset Management, Llc 3
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 3
David R. Rahn & Associates Inc. 3
Drake & Associates, LLC 3
Redwood Investments, LLC 3
KerberRose Wealth Management, LLC 3
Regis Management CO LLC 3
Grayhawk Investment Strategies Inc. 3
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 3
Coastwise Capital Group, LLC 3
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 3
W Advisors, Llc 3
WJ Interests, LLC 3
Lfs Asset Management 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 3
Linden Advisors Lp 3
Acorn Advisory Capital L.p. 3
DDD Partners, LLC 3
Nikulski Financial, Inc. 3
Second Half Financial Partners, LLC 3
Charles Stewart Mott Foundation 3
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 3
CWAIX - FIRST TRUST SERIES FUND - First Trust Managed Municipal Fund Class I 3
Markel Corp 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 3
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 3
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF 3
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 3
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 3
Axim Planning & Wealth 3
Founders Capital Management, Llc 3
James J. Burns & Company, LLC 3
Riverbridge Partners Llc 3
Castle Rock Wealth Management, LLC 3
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 3
Brightline Capital Management, Llc 3
Johnson & White Wealth Management, LLC 3
Kirr Marbach & Co Llc /in/ 3
Compass Ion Advisors, LLC 3
Sentinus, LLC 3
First Citizens Financial Corp 3
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 3
S.E.E.D. Planning Group LLC 3
Wealth Advisors of Tampa Bay, LLC 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 3
JMG Financial Group, Ltd. 3
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 3
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 3
Dock Street Asset Management Inc 3
Align Wealth Management, LLC 3
JDM Financial Group LLC 3
Northwest Capital Management Inc 3
Nova R Wealth, Inc. 3
Lombardia Capital Partners Llc 3
Sterling Investment Management, Inc. 3
FT Vest Total Return Income Fund: Series A4 3
TCP Asset Management, LLC 3
Family Investment Center, Inc. 3
THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF 3
Schear Investment Advisers, LLC 3
AFS Financial Group, LLC 3
Macnealy Hoover Investment Management Inc 3
Roanoke Asset Management Corp/ Ny 3
FT Vest Hedged Equity Income Fund: Series A4 3
Verum Partners LLC 3
Mpi Investment Management, Inc. 3
Systrade AG 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
Westwood Management Corp /il/ 3
Seed Wealth Management, Inc. 3
Lodestar Private Asset Management Llc 3
Epacria Capital Partners, Llc 3
Centurion Wealth Management LLC 3
Bright Rock Capital Management, Llc 3
Dreyfus Manager Funds I 3
Heathbridge Capital Management Ltd. 3
Petredis Investment Advisors Llc 3
Milestone Asset Management, Llc 3
Glazer Capital, Llc 3
Socratic Fund Management, L.P. 3
Tufton Capital Management 3
HF Advisory Group, LLC 3
Integris Wealth Management, LLC 3
CPA Asset Management LLC 3
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 3
Smith, Graham & Co., Investment Advisors, LP 3
Riverview Capital Advisers, LLC 3
Commonwealth Retirement Investments LLC 3
River Street Advisors LLC 3
Alliance Wealth Advisors, LLC /UT 3
Financial & Tax Architects, LLC 3
Ellerson Group Inc /adv 3
Lodestone Wealth Management LLC 3
Lederer & Associates Investment Counsel/ca 3
True Capital Management 3
Heritage Wealth Partners, LLC 3
RQSI Ltd 3
Dfa Investment Trust Co - The Continental Small Company Series 3
Cercano Management LLC 3
Garden State Investment Advisory Services LLC 3
Longbow Finance SA 3
Mosaic Family Wealth Partners, Llc 3
Dudley Capital Management, Llc 3
Locust Wood Capital Advisers, LLC 3
Parkshore Wealth Management, Inc. 3
Evergreen Wealth Management, LLC 3
Excelsia, Inc. 3
SURFX - LEE FINANCIAL MUTUAL FUND, INC. - Hawaii Municipal Fund Investor Class 3
MFOMX - BNY MELLON FUNDS TRUST - BNY Mellon Focused Equity Opportunities Fund Class M Shares 3
Left Brain Wealth Management, LLC 3
Capital Group Investment Management Pte. Ltd. 3
Planning Alternatives Ltd /adv 3
Phillips Wealth Planners LLC 3
Lgt Capital Partners Ltd. 3
Dover Advisors, Llc 3
Innovis Asset Management Llc 3
Iron Financial, LLC 3
Retirement Investment Advisors, Inc. 3
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 3
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 3
Beaumont Financial Partners, LLC 3
Stellar Capital Management, LLC 3
Talbot Financial, LLC 3
Alpha Financial Partners, LLC 3
Massachusetts Wealth Management 3
Linden Thomas Advisory Services, LLC 3
St. Louis Financial Planners Asset Management, LLC 3
Compass Capital Management, Inc 3
Boulder Wealth Advisors, LLC 3
Wallace Advisory Group, LLC 3
Guardian Investment Management 3
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 3
Builder Investment Group Inc /adv 3
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 3
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 3
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 3
Equity Investment Corp/ga 3
NOMIX - Northern Funds - Northern Mid Cap Index Fund 3
Rebalance, Llc 3
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 3
PAXWX - IMPAX FUNDS SERIES TRUST I - Impax Sustainable Allocation Fund PAX WORLD BALANCED FUND 3
NOIGX - Northern Funds - Northern International Equity Fund 3
WealthBridge Investment Counsel Inc. 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
NSGRX - Northern Funds - Northern Small Cap Core Fund 3
Wealthquest Corp 3
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 3
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 3
Juncture Wealth Strategies, Llc 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
Madrona Financial Services, LLC 3
Fairfax Financial Holdings Ltd/ Can 3
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 3
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 3
Lesa Sroufe & Co 3
Fulton Breakefield Broenniman Llc 3
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF 3
Luts & Greenleigh Group, Inc 3
Cortland Associates Inc/mo 3
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 3
Sphinx Trading, Lp 3
Meridian Management Co 3
Optima Capital Llc 3
Foresight Global Investors, Inc. 3
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A 3
Midwest Financial Group LLC 3
FolioMetrix LLC 3
MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A 3
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 3
DIP - ETF Series Solutions - BTD Capital Fund 3
CENTAUR MUTUAL FUNDS TRUST - Copley Fund 3
Strata Wealth Advisors, LLC 3
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 3
Resolute Wealth Strategies, LLC 3
Banta Asset Management Lp 3
Cooperman Leon G 3
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 3
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 3
Aspen Wealth Strategies, LLC 3
Brown Shipley& Co Ltd 3
Capital Management Corp /va 3
Financial Partners Capital Management Llc 3
First Western Capital Management Co 3
Ewa, Llc 3
Rench Wealth Management, Inc. 3
Somerset Group LLC 3
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 3
Ag2r La Mondiale Gestion D'actifs 3
JGP Global Gestao de Recursos Ltda. 3
Bernard Wealth Management Corp. 3
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 3
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF 3
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 3
Taylor, Cottrill LLC 3
Cardinal Point Capital Management, ULC 3
BLACKROCK FUNDS - BlackRock Emerging Markets ex-China Fund Investor A 3
FMBHX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Core Plus Bond Fund Fidelity Advisor Municipal Core Plus Bond Fund : Class Z 3
POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A 3
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 3
First County Bank /CT/ 3
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A 3
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 3
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 3
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 3
Sonata Capital Group Inc 3
Retirement Design & Management Inc /adv 3
Fidelity Colchester Street Trust 3
Fortune Financial Advisors, LLC 3
Seven Mile Advisory 3
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 3
Ncm Capital Management Group Inc 3
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 3
Tweedy, Browne Co LLC 3
Domani Wealth, LLC 3
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 3
S. R. Schill & Associates 3
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
Uniplan Investment Counsel, Inc. 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Municipal Real Return Portfolio Institutional Class 3
THMMX - THORNBURG INVESTMENT TRUST - Thornburg Municipal Managed Account Fund Class I 3
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF 3
Palisades Hudson Asset Management, L.P. 3
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 3
Outfitter Advisors, Ltd. 3
Prosperity Wealth Management, Inc. 3
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 3
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 3
Reynolds Capital Management Llc 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
BlackRock ETF Trust - BlackRock Large Cap Value ETF 3
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 3
Ensemble Capital Management, LLC 3
Constant Guidance Financial LLC 3
Etesian Wealth Advisors, Inc. 3
Slocum, Gordon & Co LLP 3
Kure Advisory, LLC 3
Castle Creek Arbitrage, LLC 3
Morgan Stanley Income Securities Inc 3
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 3
Valueworks Llc 3
Credit Suisse High Yield Bond Fund 3
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio 3
First Trust New Opportunities Mlp & Energy Fund 3
Strategic Advocates LLC 3
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio 3
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 3
Knollwood Investment Advisory, LLC 3
Exchange Bank 3
GTCMX - GLENMEDE PORTFOLIOS - Muni Intermediate Portfolio 3
Savoie Capital LLC 3
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 3
Fs Energy Total Return Fund 3
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 3
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 3
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 3
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares 3
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 3
Texas Bank & Trust Co 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I 3
Madison Street Partners, LLC 3
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 3
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF 3
Morton Capital Management LLC/CA 3
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 3
CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I 3
Seven Bridges Advisors LLC 3
Wells Fargo Income Opportunities Fund 3
Bank Pictet & Cie (asia) Ltd 3
IFC Advisors LLC 3
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 3
PICTET BANK & TRUST Ltd 3
Oaktree Funds 3
Sarver Vrooman Wealth Advisors 3
Klein Pavlis & Peasley Financial, Inc. 3
Dixon Mitchell Investment Counsel Inc. 3
Croft Funds Corp 3
Wells Fargo Global Dividend Opportunity Fund 3
Family Legacy Financial Solutions, LLC 3
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 3
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 3
White Wing Wealth Management 3
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 3
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 3
Pictet & Cie (Europe) SA 3
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 3
Parthenon Llc 3
Blue Rock Wealth Management LLC 3
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 3
Cleary Gull Holdings Inc. 3
Barbara Oil Co. 3
Birch Capital Management, LLC 3
Kkr Income Opportunities Fund 3
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 3
Gimbal Financial 3
Madison Park Capital Advisors, LLC 3
Solutions 4 Wealth, Ltd 3
Balanced Wealth Group Llc 3
Northstar Asset Management Llc 3
Grace & White Inc /ny 3
Breed's Hill Capital LLC 3
Schaper Benz & Wise Investment Counsel Inc/wi 3
Summa Corp. 3
Partnership Wealth Management, LLC 3
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 3
OMNI 360 Wealth, Inc. 3
Harmony Asset Management Llc 3
Kiely Wealth Advisory Group, Inc. 3
ACR Alpine Capital Research, LLC 3
Central Valley Advisors, Llc 3
Hawkins Capital L.P. 3
Winslow Asset Management Inc 3
Chesapeake Capital Corp /il/ 3
ClearAlpha Technologies LP 3
Northstar Investment Advisors Llc 3
Clear Rock Advisors, LLC 3
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A 3
Stuyvesant Capital Management 3
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 3
Victory Financial Group, Llc 3
Acorn Financial Advisory Services Inc /adv 3
ROI Financial Advisors, LLC 3
Morton Community Bank 3
Kahn Brothers Group Inc /de/ 3
Jnl Series Trust - Jnl/s&p Dividend Income & Growth Fund (a) 3
Mustard Seed Financial, LLC 3
Fogel Capital Management, Inc. 3
Matrix Asset Advisors Inc/ny 3
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 3
Sollinda Capital Management LLC 3
Mosley Wealth Management 3
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 3
Wellington Wealth Strategies, LLC. 3
Rbo & Co Llc 3
Windsor Financial Group Llc 3
Battery Global Advisors, LLC 3
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 3
Encompass More Asset Management 3
Systematic Portfolios LLC 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 3
London Co Of Virginia 3
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 3
KKM Financial LLC 3
Polaris Capital Management, LLC 3
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A 3
Bingham Osborn & Scarborough Llc 3
Diamond Hill Capital Management Inc 3
Prospect Financial Services LLC 3
WFCMX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series M CoreBuilder Shares Series M 3
GLOBALT Investments LLC / GA 3
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
Proathlete Wealth Management Llc 3
Epiphany Funds 3
John W. Brooker & Co., CPAs 3
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 3
Fidelity Newbury Street Trust 3
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 3
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 3
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 3
Cooke & Bieler Lp 3
Ark & Tlk Investments, Llc 3
P Schoenfeld Asset Management Lp 3
Investment Management Of Virginia Llc 3
First Trust Mlp & Energy Income Fund 3
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund 3
BlueChip Wealth Advisors LLC 3
M3 Advisory Group, LLC 3
Accent Capital Management, LLC 3
Ariston Services Group 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
Cooksen Wealth, LLC 3
waypoint wealth counsel 3
Diversified Investment Strategies, LLC 3
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 3
Nuveen Municipal Credit Income Fund 3
C.V. Starr & Co., Inc. Trust 3
Haverford Financial Services, Inc. 3
Pergamon Offshore Advisors, L.P. 3
FDURX - FIRST EAGLE FUNDS - First Eagle Short Duration High Yield Municipal Fund Class R6 3
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 3
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 3
Nuveen Amt-free Quality Municipal Income Fund 3
Stack Financial Management, Inc 3
Hancock Prospecting Pty Ltd 3
Rock Point Advisors, LLC 3
Advent/claymore Enhanced Growth & Income Fund 3
Fox Hill Wealth Management 3
Boston Research & Management Inc 3
Evelyn Partners Asset Management Ltd 3
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 3
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 3
Advent Claymore Convertible Securities & Income Fund Ii 3
Evelyn Partners Investment Management Services Ltd 3
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 3
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares 3
Fpc Investment Advisory, Inc. 3
Councilmark Asset Management, LLC 3
Tran Capital Management, L.p. 3
International Private Wealth Advisors LLC 3
Longview Financial Advisors LLC 3
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 3
Twin City Private Wealth, Llc 3
Forbes J M & Co Llp 3
Perkins Capital Management Inc 3
Kopp Investment Advisors Llc 3
RW Investment Management LLC 3
Fir Tree Capital Management Lp 3
Artal Group S.A. 3
Raelipskie Partnership 3
Timucuan Asset Management Inc/fl 3
EVSM - Morgan Stanley ETF Trust - Eaton Vance Short Duration Municipal Income ETF 3
Putnam Managed Municipal Income Trust 3
Halsey Associates Inc/ct 3
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF 3
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
Breakwater Investment Management 3
SRN Advisors, LLC 3
Appaloosa Management Lp 3
IDOG - ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF 3
AOHY - Angel Oak Funds Trust - Angel Oak High Yield Opportunities ETF 3
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 3
HFG Wealth Management, LLC 3
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 3
Global X Japan Co., Ltd. 3
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund 3
Disciplined Growth Investors Inc /mn 3
Fiduciary Financial Group, Llc 3
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 3
Sage Capital Management, LLC 3
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 3
Deerfield Management Company, L.p. (series C) 3
Martin & Co Inc /tn/ 3
Brass Tax Wealth Management, Inc 3
Heritage Family Offices, LLP 3
Cambridge Financial Group, Inc. 3
Redwood Park Advisors LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 3
Argyle Capital Partners, LLC 3
Symphony Financial Services, Inc. 3
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 3
Bessemer Securities Llc 3
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 3
Ariadne Wealth Management, LP 3
Carrera Capital Advisors 3
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 3
INDH - WisdomTree Trust - WisdomTree India Hedged Equity Fund 3
Heritage Oak Wealth Advisors Llc 3
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 3
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class 3
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 3
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund 3
NCP Inc. 3
FS Series Trust - FS Real Asset Fund Class A 3
Summit Wealth Partners, LLC 3
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 3
BlackRock ETF Trust II - BlackRock High Yield ETF 3
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 3
Mirabaud & Cie SA 3
Champlain Investment Partners, LLC 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 3
RSSL - Global X Funds - Global X Russell 2000 ETF 3
Saba Capital Management, L.P. 3
Sentinel Variable Products Trust 3
Burgundy Asset Management Ltd. 3
Nicholas Company, Inc. 3
Accelerate Investment Advisors LLC 3
von Borstel & Associates, Inc. 3
Tcfg Wealth Management, Llc 3
FIMYX - INTERMEDIATE MUNICIPAL TRUST - Federated Intermediate Municipal Trust Institutional Shares 3
Nicholson Wealth Management Group, LLC 3
First Trust Energy Infrastructure Fund 3
Mainstay Definedterm Municipal Opportunities Fund 3
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 3
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 3
GCAL - Goldman Sachs ETF Trust - Goldman Sachs Dynamic California Municipal Income ETF 3
LTUSX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term U.S. Government Fund - Class A 3
Blake Schutter Theil Wealth Advisors, LLC 3
Maiden Cove Capital, LLC 3
Elyxium Wealth, LLC 3
Polygon Management Ltd. 3
Sabby Management, Llc 3
Solus Alternative Asset Management LP 3
Safe Harbor Fiduciary, LLC 3
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 3
Promethium Advisors,llc 3
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 3
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund 3
Foronjy Financial Llc 3
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 3
FT Vest Total Return Income Fund: Series A2 3
FT Vest Hedged Equity Income Fund: Series A2 3
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 3
ACT Capital Management, LLLP 3
Tudor Financial Inc. 3
Avenir Corp 3
First Trust Energy Income & Growth Fund 3
Davis Selected Advisers 3
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 3
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 3
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class 3
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 3
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 3
VCCEX - VALIC Co I - Core Equity Fund 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 3
New South Capital Management Inc 3
VCSOX - VALIC Co I - International Socially Responsible Fund 3
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 3
Marex Group plc 3
Copley Financial Group, Inc. 3
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 3
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 3
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 3
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 3
VLCCX - VALIC Co I - Large Cap Core Fund 3
InvesTrust 3
Persium Advisors, LLC 3
Flywheel Private Wealth LLC 3
Tallon Kerry Patrick 3
Retirement Wealth Solutions LLC 3
M.e. Allison & Co., Inc. 3
Genesis Private Wealth, Llc 3
Clarendon Private LLC 3
Coign Capital Advisors LLC 3
Orca Wealth Management, LLC 3
Blue Ridge Capital, L.L.C. 3
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 3
Fiduciary Advisors, Inc. 3
VCTPX - VALIC Co I - Inflation Protected Fund 3
Western Asset High Yield Defined Opportunity Fund Inc. 3
Goldman Sachs Mlp Income Opportunities Fund 3
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 3
EQLT - iSHARES TRUST - iShares MSCI Emerging Markets Quality Factor ETF 3
Oregon Pacific Wealth Management, LLC 3
Fidelity Revere Street Trust 3
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 3
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 3
Elm3 Financial Group, LLC 3
Fairvoy Private Wealth, LLC 3
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 3
Comprehensive Financial Planning, Inc./PA 3
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 3
Eton Park Capital Management, L.P. 3
Wealthcare Capital Partners, LLC 3
Oppenheimer Emerging Markets Local Debt Fund 3
Hidden Cove Wealth Management, LLC 3
Guggenheim Taxable Municipal Managed Duration Trust 3
Alden Global Capital LLC 3
Brigade Capital Management, Lp 3
Owl Creek Asset Management, L.P. 3
Advyzon Investment Management, LLC 3
Centricity Wealth Management, LLC 3
Compass Planning Associates Inc 3
Tortoise Pipeline & Energy Fund, Inc. 3
Nuveen Intermediate Duration Quality Municipal Term Fund 3
Marshall Investment Management, Llc 3
Post Resch Tallon Group Inc. 3
Partners Wealth Management, Llc 3
Aristides Capital LLC 3
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 3
Generali Investments Towarzystwo Funduszy Inwestycyjnych 3
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 3
Sage Investment Counsel LLC 3
Hickory Point Bank & Trust 3
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 3
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 3
Promus Capital, LLC 3
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 3
Moment Partners, LLC 3
Alpine Associates Management Inc. 3
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 3
PFM Health Sciences, LP 3
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 3
Meriwether Wealth & Planning, LLC 3
Clare Market Investments LLC 3
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 3
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 3
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 3
Credit Suisse Asset Management Income Fund Inc 3
TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A 3
SMAPX - Salient MF Trust - Salient MLP & Energy Infrastructure Fund Class A 3
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 3
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 3
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 3
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 3
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 3
Madison Investment Advisors, LLC 3
CEY - Victory Portfolios II - VictoryShares Emerging Market High Div Volatility Wtd ETF 3
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 3
AQINX - AQR Funds - AQR International Equity Fund Class N 3
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 3
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 3
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 3
Guardian Variable Products Trust - Guardian International Value VIP Fund 3
Strongvest Etf Trust 3
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 3
FMIAX - Franklin Mutual Series Funds - Franklin Mutual International Fund Class A 3
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 3
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 3
PENN SERIES FUNDS INC - Mid Cap Value Fund 3
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 3
PENN SERIES FUNDS INC - Mid Core Value Fund 3
PENN SERIES FUNDS INC - High Yield Bond Fund 3
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 3
Pennant Capital Management, LLC 3
JMUB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 3
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 3
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 3
Franklin Templeton Variable Insurance Products Trust - Franklin U.s. Government Securities Vip Fund Class 1 3
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 3
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 3
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 3
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 3
Brighthouse Funds Trust I - MFS Research International Portfolio Class A 3
VIDI - ETF Series Solutions - Vident International Equity Fund 3
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 3
VCSVX - VALIC Co II - Small Cap Value Fund 3
OEF - iSHARES TRUST - iShares S&P 100 ETF 3
IOO - iSHARES TRUST - iShares Global 100 ETF 3
VCHYX - VALIC Co II - High Yield Bond Fund 3
IWC - iSHARES TRUST - iShares Micro-Cap ETF 3
INDY - iSHARES TRUST - iShares India 50 ETF 3
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 3
Ames National Corp 3
KFA Private Wealth Group, LLC 3
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N 3
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 3
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 3
Context Capital Funds 3
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 3
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 3
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 3
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 3
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 3
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 3
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 3
Goldentree Asset Management Lp 3
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 3
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 3
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 3
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I 3
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I 3
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 3
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 3
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 3
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 3
Curio Wealth, Llc 3
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 3
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 3
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 3
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 3
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 3
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 3
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 3
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 3
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 3
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 3
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 3
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 3
Glenhill Advisors Llc 3
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 3
FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A 3
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 3
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 3
Broadway Wealth Solutions, Inc. 3
PTIMX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Municipal Bond Fund - Institutional Class 3
GWMEX - AMG FUNDS - AMG GW&K Municipal Enhanced Yield Fund Class I 3
GVDSX - FEDERATED EQUITY FUNDS - Federated Global Strategic Value Dividend Fund Class A Shares 3
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 3
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 3
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 3
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class 3
NFP Retirement, Inc. 3
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 3
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 3
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 3
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 3
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 3
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 3
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 3
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 3
Pimco Global Stocksplus & Income Fund 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3 3
Capital Group KKR Core Plus (plus) 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 3
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 3
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 3
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 3
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class 3
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I 3
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 3
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 3
PENN SERIES FUNDS INC - Small Cap Value Fund 3
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 3
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 3
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 3
Morgan Stanley Asia-pacific Fund, Inc. 3
First Trust Dynamic Europe Equity Income Fund 3
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 3
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 3
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 3
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 3
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 3
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 3
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 3
FCAN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Canada AlphaDEX Fund 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 3
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 3
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 3
Intellus Advisors LLC 3
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 3
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 3
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 3
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 3
PAXWX - PAX WORLD FUNDS SERIES TRUST I - PAX Balanced Fund Investor Class 3
Guardian Partners Inc. 3
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 3
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class 3
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C 3
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 3
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 3
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 3
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 3
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 3
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
Morgan Stanley Emerging Markets Fund Inc 3
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 3
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 3
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 3
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 3
Pimco Strategic Income Fund, Inc 3
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 3
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 3
BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 3
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 3
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 3
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 3
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 3
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 3
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 3
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 3
IOMUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Municipal Fund Class R6 3
ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF 3
CNRGX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Short Term Emerging Markets Debt Fund Class Y 3
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 3
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 3
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
IMFD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Defensive Core Fixed Income ETF 3
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 3
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF 3
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 3
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 3
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 3
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 3
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 3
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 3
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A 3
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 3
Investment Management Corp /va/ /adv 3
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 3
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 3
Brookfield Real Assets Income Fund Inc. 3
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 3
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
Invesco Exchange Fund - INVESCO EXCHANGE FUND 3
Insight Folios Inc 3
Deutsche Money Market Trust 3
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 3
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 3
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 3
Pacific Point Advisors, LLC 3
Gabelli Convertible & Income Securities Fund Inc 3
Oaktree Capital Management Lp 3
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 3
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 3
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 3
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 3
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 3
Dividend Builder Portfolio 3
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 3
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 3
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 3
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 3
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 3
Retirement Planning Group, Llc / Ny 3
LCNIX - LAZARD FUNDS INC - Lazard International Equity Concentrated Portfolio Institutional Shares 3
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 3
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C 3
Pimco High Income Fund 3
Ayrshire Capital Management LLC 3
Sunburst Financial Group, LLC 3
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 3
Cairn Investment Group, Inc. 3
Vista Wealth Management Group, LLC 3
Pimco Corporate & Income Opportunity Fund 3
Pimco Corporate & Income Strategy Fund 3
Marotta Asset Management 3
Asset Management Corp /il/ /adv 3
Oppenheimer Rochester California Municipal Fund 3
PBMares Wealth Management LLC 3
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 3
Royal Harbor Partners, LLC 3
Lighthouse Financial Advisors, Inc. 3
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 3
Blackrock Munivest Fund, Inc. 3
Aufman Associates Inc 3
Aft, Forsyth & Sober, LLC 3
Peak Retirement Planning, Inc. 3
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 3
Summit Place Financial Advisors, LLC 3
Invesco Bldrs Index Funds Trust 3
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 3
Voya Senior Income Fund 3
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 3
Alhambra Investment Partners LLC 3
Fidelity Union Street Trust Ii 3
20/20 Capital Management, Inc. 3
Powell Investment Advisors, LLC 3
Xcel Wealth Management, LLC 3
Invesco Senior Income Trust 3
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 3
Aurdan Capital Management, LLC 3
BCS Wealth Management 3
Renaissance Investment Consultants Holding Company, Llc 3
Madison Wealth Management 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
Wells Fargo Utilities & High Income Fund 3
Invesco Dynamic Credit Opportunities Fund 3
Emerald Advisors, LLC 3
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 3
Liberty Square Wealth Partners Llc 3
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 3
SMTFX - SIT MUTUAL FUNDS II INC - Sit Minnesota Tax-Free Income Fund 3
NJTFX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price New Jersey Tax-Free Bond Fund 3
WPSMX - WP Trust - WP Smaller Companies Income Plus Fund Institutional Class Shares 3
Allied Investment Advisors, LLC 3
Mizuho Markets Cayman LP 3
Vivid Financial Management, Inc. 3
Element Wealth, LLC 3
Huber Financial Advisors, Llc 3
Watchman Group, Inc. 3
Independent Family Office, LLC 3
Client 1st Advisory Group, Llc 3
Financial Strategies Group, Inc. 3
Stumpf Capital Management LLC 3
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 3
Magnolia Capital Management Ltd 3
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 3
NWK Group, Inc. 3
Seascape Capital Management 3
Detalus Advisors, LLC 3
Vigilare Wealth Management 3
Mhi Funds, Llc 3
Brookfield BHS Advisors LLC 3
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 3
Spearhead Capital Advisors, Llc 3
OHIO NATIONAL FUND INC - ON Foreign Portfolio 3
WoodTrust Financial Corp 3
Pope Asset Management, Llc 3
Hyperion Capital Advisors LP 3
Oak Point Wealth Management 3
DPEGX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio II DPT CLASS 3
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 3
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 3
Xtx Markets Llc 3
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 3
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I 3
Soundwatch Capital LLC 3
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 3
Aberdeen Global Select Opportunities Fund Inc. 3
Principled Equity Market Fund 3
GenWealth Group, Inc. 3
Providence First Trust Co 3
Private Wealth Strategies, L.L.C. 3
Optas, LLC 3
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 3
Mission Creek Capital Partners, Inc. 3
Algebris (uk) Ltd 3
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 3
Aldebaran Capital, Llc 3
Adalta Capital Management LLC 3
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 3
Kerntke Otto McGlone Wealth Management Group 3
LifeWealth Investments, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 3
Seven Springs Wealth Group, LLC 3
Johnson Financial Group, LLC 3
Fusion Capital, LLC 3
FICJX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Free California II Fund Institutional Class 3
FT Vest Total Return Income Fund: Series A3 3
Wela Strategies, Inc. 3
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 3
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 3
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 3
Maridea Wealth Management LLC 3
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 3
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A 3
FT Vest Hedged Equity Income Fund: Series A3 3
Mfs Intermarket Income Trust I 3
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 3
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 3
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 3
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 3
Global Strategic Investment Solutions, LLC 3
BMQIX - BAIRD FUNDS INC - Baird Municipal Bond Fund Institutional 3
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 3
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 3
PagnatoKarp Partners LLC 3
Hubbell Strickland Wealth Management, LLC 3
Heritage Way Advisors, LLC 3
IFG Advisors, LLC 3
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 3
Florence Capital Advisors, LLC 3
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 3
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 3
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 3
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 3
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 3
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 3
Ullmann Financial Group, Inc. 3
Old Mission Capital, Llc 3
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 3
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 3
Wealth Advisors of Iowa, LLC 3
Managed High Yield Plus Fund Inc 3
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 3
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 3
Greytown Advisors Inc. 3
Lyell Wealth Management, Lp 3
OneAscent Family Office, LLC 3
Madison Scottsdale, LC 3
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 3
Smith Shellnut Wilson Llc /adv 3
WTABX - WILMINGTON FUNDS - Wilmington Municipal Bond Fund Class A Shares 3
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 3
Blockhouse Capital Management Lp 3
CGMFX - CGM TRUST - CGM Focus Fund 3
Relative Value Partners, LLC 3
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 3
LOMMX - CGM TRUST - CGM Mutual Fund 3
Concentric Wealth Management, Llc 3
Abbrea Capital, LLC 3
Chimera Capital Management LLC 3
TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I 3
Sicart Associates LLC 3
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 3
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 3
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 3
PKS Advisory Services, LLC 3
Rubric Capital Management LP 3
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 3
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 3
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 3
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 3
Corsair Opportunity Fund 3
WBII - Absolute Shares Trust - WBI BullBear Global Income ETF 3
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 3
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares 3
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 3
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 3
Benson Investment Management Company, Inc. 3
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 3
REDW Wealth LLC 3
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 3
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 3
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 3
WMKGX - WESMARK FUNDS - WesMark Growth Fund 3
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 3
Edmond De Rothschild (monaco) 3
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 3
Riversedge Advisors, Llc 3
Putnam High Yield Trust 3
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 3
Peregrine Capital Management Llc 3
Finward Bancorp 3
LEPIX - Advisors' Inner Circle Fund III - LEVIN EASTERLY VALUE OPPORTUNITIES FUND Institutional Shares 3
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares 3
EUROX - US GLOBAL INVESTORS FUNDS - Emerging Europe Fund 3
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 3
PBFDX - FORUM FUNDS - Payson Total Return Fund 3
CGOV Asset Management 3
Vector Wealth Management, Llc 3
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 3
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 3
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 3
Palisades Investment Partners, LLC 3
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 3
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 3
Agp Franklin, Llc 3
Amida Capital Management II, LLC 3
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 3
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 3
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 3
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 3
Moseley Investment Management Inc 3
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class 3
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 3
Fairbanks Capital Management, Inc. 3
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 3
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 3
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 3
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 3
Ignis Investment Services Ltd 3
C-J Advisory, Inc. 3
Wilson, Kemp & Associates, Inc. 3
Lantz Financial LLC 3
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 3
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 3
Tolleson Wealth Management, Inc. 3
Bmi Capital Corp 3
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class 3
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 3
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 3
GVAL - Cambria ETF Trust - Cambria Global Value ETF 3
S.a.c. Global Investors, Llp 3
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 3
Eagle Capital Management Llc 3
Partners in Financial Planning 3
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 3
New Age Alpha Funds Trust - NAA Allocation Fund Class C 3
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 3
Perimeter Capital Partners, LLC 3
Peachtree Investment Partners, LLC 3
Columbia Capital Llc 3
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 3
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 3
ZIG - ETF Series Solutions - The Acquirers Fund 3
EYLD - Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF 3
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 3
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 3
CFVLX - COMMERCE FUNDS - The Value Fund Shares 3
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 3
GDMA - ETF Series Solutions - Gadsden Dynamic Multi-Asset ETF 3
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 3
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 3
BT Wealth Management LLC 3
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF 3
Master's Wealth Management Inc. 3
PANTHERA INVESTMENT GmbH 3
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 3
Campbell Capital Management Inc 3
VVMIX - Managed Portfolio Series - Securian AM Dynamic Managed Volatility Fund Institutional Class Shares 3
Sunflower Bank, N.A. 3
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 3
Inherent Group, Lp 3
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 3
Riverstone Advisors, LLC 3
New World Advisors LLC 3
Seamans Capital Management, LLC 3
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 3
Guidance Point Advisors, LLC 3
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI 3
Stenger Family Office, LLC 3
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF 3
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 3
TFR Capital, LLC. 3
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 3
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
Amiya Capital LLP 3
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 3
Andromeda Capital LLC 3
PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares 3
PHYSX - ADVISORS SERIES TRUST - PIA High Yield Fund Institutional Class 3
Horst & Graben Wealth Management LLC 3
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 3
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 3
IDV - iSHARES TRUST - iShares International Select Dividend ETF 3
NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares 3
Delaney Dennis R 3
Frisch Financial Group, Inc. 3
Milestone Advisory Partners 3
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 3
Morningstar Investment Management LLC 3
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 3
WPLCX - WP Trust - WP Large Cap Income Plus Fund Class A Shares 3
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 3
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 3
SFLAX - SunAmerica Specialty Series - AIG Focused Alpha Large-Cap Fund Class A 3
Intelligence Driven Advisers, LLC 3
Sandell Investment Services LLC 3
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
Omni Partners Llp 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 3
Kerrisdale Advisers, LLC 3
Newday Solutions, Llc 3
Brinton Eaton, Llc 3
Toms Capital Investment Management Lp 3
SpringVest Wealth Management LLC 3
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 3
Walkner Condon Financial Advisors LLC 3
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 3
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 3
Glovista Investments LLC 3
Genesee Capital Advisors, LLC 3
Otter Creek Advisors, LLC 3
Red Granite Advisors LLC 3
Ambs Investment Counsel Llc 3
Telemus Investment Management, LLC 3
SDEM - Global X Funds - Global X MSCI SuperDividend Emerging Markets ETF 3
Innealta Capital, Llc 3
Unified Trust Company, N.A. 3
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 3
Drexel Morgan & Co. 3
Rex Capital Advisors, LLC 3
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 3
P.a.w. Capital Corp 3
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 3
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund 3
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 3
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 3
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 3
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF 3
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 3
Wolff Financial Management Llc 3
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund 3
Pacific Wealth Strategies Group, Inc. 3
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 3
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 3
St. Louis Trust Co 3
aeris Capital Holding GmbH 3
KKR Credit Opportunities Portfolio 3
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 3
Compton Wealth Advisory Group, LLC 3
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 3
LITAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Intermediate Municipal Bond Fund Class A 3
MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 3
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 3
MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 3
FrontFour Capital Group LLC 3
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 3
Apexium Financial, Lp 3
Aspire Growth Partners LLC 3
Sargent Investment Group, LLC 3
Insight Wealth Strategies, LLC 3
Bft Financial Group, Llc 3
Traverso Chambers Private Wealth Management, LLC 3
Carleon Capital Partners LLC 3
Berkshire Bank 3
Axiom Financial Strategies, LLC 3
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 3
SkyTop Capital Management LLC 3
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 3
Dougherty Wealth Advisers LLC 3
Vega Energy Gp, Llc 3
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 3
FLC Capital Advisors 3
Claar Advisors LLC 3
Panning Capital Management, LP 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
Partner Investment Management, L.P. 3
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P 3
Strategic Investment Management, Llc 3
AIMZ Investment Advisors, LLC 3
Ulysses Management LLC 3
Summit Wealth & Retirement Planning, Inc. 3
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 3
Scholtz & Company, Llc 3
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 3
Nuveen Dynamic Municipal Opportunities Fund 3
Athena Global Investors LLC 3
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 3
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 3
Oxinas Partners Wealth Management LLC 3
Tide Point Capital Management, Lp 3
Opera Trading Capital 3
Piper Sandler & Co. 3
Omega Advisors Inc. 3
IFS Advisors, LLC 3
Arrowgrass Capital Partners Llp 3
HRS Investment Holdings, LLC 3
Adirondack Retirement Specialists, Inc. 3
B, B, H, & B Inc. 3
WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares 3
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 3
Dash Acquisitions Inc. 3
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 3
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 3
Waypoint Wealth Partners Inc. 3
Scoria Capital Partners LP 3
SeaStone Capital Management, L.P. 3
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 3
Falcon Wealth Planning 3
Flagship Private Wealth, LLC 3
Peak Financial Advisors Llc 3
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 3
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 3
Governors Lane LP 3
Samson Rock Capital LLP 3
Beacon Pointe Wealth Advisors, Llc 3
Bond & Devick Financial Network, Inc. 3
Wealth Management Partners, LLC 3
Bordeaux Wealth Advisors LLC 3
Pettinga Financial Advisors, LLC 3
Gantzert Investment Co Llc /adv 3
Financial Avengers, Inc. 3
Oppenheimer & Close, LLC 3
Goepper Burkhardt LLC 3
Alta Wealth Advisors LLC 3
Lumature Wealth Partners, LLC 3
Laurel Wealth Planning LLC 3
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 3
Connolly Sarah T. 3
Rfg Holdings, Inc. 3
Wills Financial Group, Inc. 3
AQCIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Core Fund Institutional Class 3
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 3
CBOE Vest Financial, LLC 3
American Money Management, LLC 3
Granite Point Capital Management, L.P. 3
Rempart Asset Management Inc. 3
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 3
Oakwell Private Wealth Management, LLC 3
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 3
Websterrogers Financial Advisors, Llc 3
AQVVX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Value Fund Institutional Class 3
Collective Family Office Llc 3
Fountainhead AM, LLC 3
Bluesphere Advisors, LLC 3
Bolton Lp 3
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 3
Grand Central Investment Group 3
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 3
Cannon Global Investment Management, LLC 3
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 3
Allegiant Private Advisors, LLC 3
Monterey Private Wealth, Inc. 3
Citizens & Northern Corp 3
Eukles Asset Management 3
Northern Capital Management, Inc. 3
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 3
Anandar Capital Management LP 3
AAFMAA Wealth Management & Trust LLC 3
Sandbox Financial Partners, LLC 3
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 3
Qualcomm Inc/de 3
New Vernon Investment Management Llc 3
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 3
Curated Wealth Partners LLC 3
PACIFIC SELECT FUND - International Value Portfolio Class I 3
Madison Wealth Partners, Inc 3
Nixon Capital, LLC 3
Thornmark Asset Management Inc. 3
Concord Asset Management Llc 3
Titan Global Capital Management Usa Llc 3
Consultiva Wealth Management, Corp. 3
Corundum Group, Inc. 3
Kensington Investment Counsel, LLC 3
Vontobel Swiss Wealth Advisors AG 3
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A 3
Peak Asset Management, LLC 3
Castellan Group, LLC 3
Source Financial Advisors LLC 3
Stearns Financial Services Group 3
Moller Financial Services 3
Onyx Bridge Wealth Group LLC 3
Mkd Wealth Coaches, Llc 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
Noroian Steven A & Associates Inc/ca 3
Chartwell Investment Partners/pa 3
WNY Asset Management, LLC 3
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 3
NinePointTwo Capital 3
Alpha Family Trust 3
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 3
Urban Wealth Management, LLC 3
Lazard Freres Gestion S.A.S. 3
Riversville Capital, Inc. 3
Hudson Value Partners, LLC 3
Round Rock Advisors, LLC 3
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 3
VCRM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Core Tax-Exempt Bond ETF ETF Shares 3
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 3
Purus Wealth Management, LLC 3
EMC Capital Management 3
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 3
Tranquilli Financial Advisor LLC 3
VSDM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short Duration Tax-Exempt Bond ETF ETF Shares 3
Twin Lakes Capital Management, LLC 3
Gruber & Mcbaine Capital Management Llc 3
Virginia National Bank 3
Impax Asset Management Group plc 3
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
Alliance Wealth Advisors, LLC 3
Firethorn Wealth Partners, Llc 3
Home Federal Bank Of Tennessee 3
Delphi Financial Group, Inc. 3
Croft-leominster Inc 3
IronBridge Private Wealth, LLC 3
Advisors Management Group Inc /adv 3
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 3
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 3
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 3
HHMAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A 3
Tower Wealth Partners, Inc. 3
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 3
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 3
Facet Wealth, Inc. 3
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 3
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 3
BMBIX - BAIRD FUNDS INC - Baird Quality Intermediate Municipal Bond Fund Institutional 3
Youngs Advisory Group, Inc. 3
Canvas Wealth Advisors, LLC 3
Burling Wealth Partners, Llc 3
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 3
Edmond De Rothschild Asset Management (luxembourg) 3
Matisse Capital 3
Carlton Hofferkamp & Jenks Wealth Management, LLC 3
Paradigm, Strategies in Wealth Management, LLC 3
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 3
Investment Counsel Inc. 3
Navalign, LLC 3
Price Michael F 3
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 3
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 3
Bradley & Co. Private Wealth Management, LLC 3
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 3
Clark Financial Services Group Inc /bd 3
Fi3 FINANCIAL ADVISORS, LLC 3
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 3
Fermata Advisors, LLC 3
Ridgecrest Wealth Partners, Llc 3
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 3
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 3
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 3
Rangeley Capital, LLC 3
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
Strive Asset Management, LLC 3
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 3
Landmark Bank 3
Terril Brothers, Inc. 3
Massachusetts Mutual Life Insurance Co 3
Cognios Beta Neutral Large Cap Fund, Lp 3
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 3
MDE Group 3
J. L. Bainbridge & Co., Inc. 3
Soviero Asset Management, LP 3
Philadelphia International Advisors Lp 3
Sageworth Trust Co of South Dakota 3
Laidlaw Group, LLC 3
Vision Capital Management, Inc. 3
PVG Asset Management 3
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 3
V2 Capital, LLC 3
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund 3
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 3
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 3
Potomac Capital Management, Inc. 3
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 3
VVSCX - VALIC Co I - Small Cap Value Fund 3
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 3
Acadia Trust Na 3
Oak Associates Ltd /oh/ 3
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 3
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 3
Charles Schwab Investment Advisory, Inc. 3
Boit C F David 3
Fortress Wealth Group, LLC 3
Piermont Capital Management LLC 3
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 3
Blue Barn Wealth, LLC 3
Ategra Capital Management, LLC 3
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 3
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 3
Blue Chip Wealth Management, Inc. 3
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 3
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 3
Breithorn Capital Management 3
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 3
Stewardship Financial Advisors, LLC 3
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 3
ATLANTIC INVESTMENT Co 3
Cleary Gull Inc. 3
Foyston, Gordon, & Payne Inc 3
blooom, inc. 3
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 3
HMKAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Income Fund Class A 3
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 3
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A 3
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 3
Bill & Melinda Gates Foundation Trust 3
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 3
S. Muoio & Co. Llc 3
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 3
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 3
Hixon Zuercher, LLC 3
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A 3
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio 3
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 3
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 3
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 3
J.P. Marvel Investment Advisors, LLC 3
Rice Partnership, LLC 3
Aspetuck Financial Management LLC 3
ROSS\JOHNSON & Associates LLC 3
Independent Wealth Network Inc. 3
Knott David M Jr 3
Gifford Fong Associates 3
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 3
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 3
Middleton & Co Inc/ma 3
Fenimore Asset Management Inc 3
Anderson Hoagland & Co 3
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 3
Yoffe Investment Management, LLC 3
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 3
Hartford Funds Management Co LLC 3
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 3
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 3
BlackRock ESG Capital Allocation Trust 3
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 3
American Asset Management Inc. 3
Winthrop Advisory Group LLC 3
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 3
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 3
Whelan Financial 3
Wells Trecaso Financial Group, LLC 3
Tnf Llc 3
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 3
Skylands Capital, LLC 3
VPR Management LLC 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 3
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 3
Rheos Capital Works Inc. 3
Raub Brock Capital Management LP 3
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF 3
Mcrae Capital Management Inc 3
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 3
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 3
EVNT - AltShares Trust - AltShares Event-Driven ETF 3
Lake Hills Wealth Management, LLC 3
Advance Capital Management, Inc. 3
Qvr Llc 3
Stokes Capital Advisors, LLC 3
Bromfield Sneider Wealth Advisors 3
Virginia Wealth Management Group, Inc. 3
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3
Atlantic Private Wealth, LLC 3
Guardian Financial Partners, LLC 3
Long Run Wealth Advisors, LLC 3
Arbor Investment Advisors, LLC 3
Q3 Asset Management 3
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 3
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 3
Index Fund Advisors, Inc. 3
Stonebridge Capital Management Inc 3
Shelton Wealth Management, Llc 3
LionEye Capital Management LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 3
Highview Capital Management LLC/DE/ 3
Montag & Caldwell, Llc 3
Absolute Capital Management, LLC 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 3
Lee Johnson Capital Management, Llc 3
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 3
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 3
Regents Of The University Of California 3
DMG Group, LLC 3
Riverwater Partners LLC 3
Bowman & Co S.C. 3
Ycg, Llc 3
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund 3
Keystone Financial Services 3
Lynch Asset Management, Inc. 3
Resource Consulting Group Inc 3
Kathleen S. Wright Associates Inc. 3
Titus Wealth Management 3
Beach Point Capital Management LP 3
Yacktman Asset Management Lp 3
Forefront Wealth Management Inc. 3
LENS - EA Series Trust - Sarmaya Thematic ETF 3
Jackson Thornton Asset Management, Llc 3
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF 3
Coulter & Justus Financial Services, LLC 3
NEIRG Wealth Management, LLC 3
Hedges Asset Management LLC 3
Hamilton Point Investment Advisors, LLC 3
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 3
First Houston Capital, Inc. 3
BlackDiamond Wealth Management Inc. 3
Ellenbecker Investment Group 3
Cedar Hill Associates, Llc 3
New Potomac Partners, LLC 3
Bedell Frazier Investment Counseling, LLC 3
Arbor Capital Management Inc /adv 3
MAS Advisors LLC 3
Udine Wealth Management, Inc. 3
Aquila Investment Management LLC 3
Northcape Wealth Management, Llc 3
Heritage Investment Group, Inc. 3
NewFocus Financial Group, LLC 3
Dixon Fnancial Services, Inc. 3
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 3
Bingham Private Wealth, Llc 3
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 3
Reservoir Operations, L.P. 3
Gallagher Fiduciary Advisors, LLC 3
Hikari Tsushin, Inc. 3
Miller Investment Management, LP 3
Barnes Pettey Financial Advisors, Llc 3
PCG Wealth Advisors, LLC 3
FT Vest Hedged Equity Income Fund: Series B1 3
Collaborative Wealth Managment Inc. 3
Brandywine Trust Co 3
Sensato Investors LLC 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2022 3
Life Planning Partners, Inc 3
Lsp Investment Advisors, Llc 3
Fieldview Capital Management, LLC 3
Kynikos Associates LP 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 3
Kassirer Asset Management Corp 3
Endowment Wealth Management, Inc. 3
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 3
Castle Financial & Retirement Planning Associates, Inc. 3
KADENSA CAPITAL Ltd 3
Caliber Wealth Management, LLC / KS 3
Gordian Capital Singapore Pte Ltd 3
Wulff, Hansen & Co. 3
Kempner Capital Management Inc. 3
Trail Ridge Investment Advisors, LLC 3
Fifth Lane Capital, Lp 3
FT Vest Total Return Income Fund: Series B1 3
Marion Wealth Management 3
Pensionfund Sabic 3
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 3
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A 3
Financial Planners of Cleveland, Inc. 3
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 3
Slow Capital, Inc. 3
G2 Capital Management, Llc / Oh 3
HFG Advisors, Inc. 3
Matrix Private Capital Group Llc 3
Jmac Enterprises Llc 3
Horizon Wealth Management, LLC 3
Disciplined Equity Management, Inc. 3
Smithbridge Asset Management Inc/de 3
Hancock Whitney Investment Services Inc. 3
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 3
Resolute Capital Asset Partners LLC 3
James Reed Financial Services, Inc. 3
Seaport Global Advisors, LLC 3
Baker Boyer National Bank 3
4wealth Advisors, Inc. 3
Theory Financial Llc 3
Eudaimonia Advisors Llc 3
Probabilities Fund Management, LLC 3
Swarthmore Group Inc 3
Awm Capital, Llc 3
Dravo Bay Llc 3
Thompson Rubinstein Investment Management Inc /or/ 3
Wealthspan Partners, Llc 3
Spinnaker Investment Group, LLC 3
Deane Retirement Strategies, Inc. 3
Eagle Bluffs Wealth Management LLC 3
Altman Advisors, Inc. 3
Bouchey Financial Group Ltd 3
Smart Money Group LLC 3
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 3
Newport Wealth Strategies, Inc. 3
O'ROURKE & COMPANY, Inc 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 3
Oakland Financial Corp 3
Mendel Capital Management LLC 3
Monolith Advisors 3
Adamsbrown Wealth Consultants Llc 3
Advanced Series Trust - Ast Small-cap Growth Portfolio 3
Capasso Planning Partners LLC 3
Future Fund LLC 3
Vance Wealth, Inc. 3
Rs Crum Inc. 3
Bullseye Investment Management, LLC 3
Eagle Capital Management, LLC 3
JHL Capital Group LLC 3
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 3
Papamarkou Wellner Asset Management inc. 3
Conestoga Capital Advisors, LLC 3
TSWHX - JOHCM Funds Trust - TSW High Yield Bond Fund Class Z Shares 3
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 3
Howard Capital Management 3
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 3
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 3
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 3
Vantage Financial Partners, LLC 3
Nadler Financial Group, Inc. 3
Values First Advisors, Inc. 3
Doman Group, LLC 3
6 Meridian 3
Abner Herrman & Brock Llc 3
Red Cedar Capital, LLC 3
Bonness Enterprises Inc 3
Salem Capital Management Inc 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
LeClair Wealth Partners LLC 3
Elm Advisors, Llc 3
Lathrop Investment Management Corp 3
Fcm Investments/tx 3
Unio Capital LLC 3
Aletheian Wealth Advisors LLC 3
Foothills Asset Management, Ltd. 3
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 3
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 3
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 3
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 3
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 3
Rice Hall James & Associates, Llc 3
Paragon Private Wealth Management, LLC 3
Martin Capital Partners, LLC 3
James Hambro & Partners 3
Sterling Investment Counsel, LLC 3
Oak Asset Management, LLC 3
Foresight Capital Management Advisors, Inc. 3
Warner Financial, Inc 3
Retireful, LLC 3
Lockerman Financial Group, Inc. 3
Alley Investment Management Company, LLC 3
Stonehearth Capital Management, LLC 3
Hightower 6M Holding, LLC 3
Alpha Square Group S, LLC 3
Dalton Investments LLC 3
Bridgewater Wealth & Financial Management, LLC 3
Hutchens & Kramer Investment Management Group, LLC 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 3
Derby & Company, Inc 3
Reynolds Investment Management, Inc. 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 3
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 3
Quantum Private Wealth, LLC 3
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 3
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 3
KGHG - Krane Shares Trust - KraneShares Global Carbon Transformation ETF 3
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
MassMutual Access Pine Point Fund 3
Finer Wealth Management, Inc. 3
Astoria Portfolio Advisors LLC. 3
Johanson Financial Advisors, Inc. 3
Continental Investors Services, Inc. 3
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF 3
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 3