Petroleum Refining And Related Industries - 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 278
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
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 220
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 218
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 168
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
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 137
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 137
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 136
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 136
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 134
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 132
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 128
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 123
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 122
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 121
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 108
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 106
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 105
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
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 104
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 104
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 99
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 98
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 97
BCITX - American Century California Tax Free & Municipal Funds - California Intermediate-term Tax-free Bond Fund Investor Class 95
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 95
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 93
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 90
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 90
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 89
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 88
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 88
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 88
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities 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
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 85
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 84
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
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 83
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 83
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 82
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 81
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 81
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 80
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 80
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 79
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 78
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 78
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 78
NOBOX - Northern Funds - Northern Bond Index Fund 78
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
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 76
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 76
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 75
FKCIX - Franklin California Tax Free Trust - Franklin California Intermediate-term Tax-free Income Fund Class A1 75
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 75
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 Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 74
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 73
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 73
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 71
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 71
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 71
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 70
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 70
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 69
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 69
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 69
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 69
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 68
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 68
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 68
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 68
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 68
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 67
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 67
Pacer Advisors, Inc. 67
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 66
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 66
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 66
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 66
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 65
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 65
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 64
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 64
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 64
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 63
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 63
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 63
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 63
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 63
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 62
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 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
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 62
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 61
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 61
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 60
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 60
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 60
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 60
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 59
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 57
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 57
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 57
BRACX - Blackrock Allocation Target Shares - Bats Series C 57
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 56
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 56
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 56
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 55
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 55
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 55
SFCIX - WELLS FARGO FUNDS TRUST - Wells Fargo California Limited-Term Tax-Free fund Class A 55
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 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
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 54
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 54
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 53
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 53
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional 53
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 53
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 53
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 52
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 52
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 52
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 52
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 52
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 51
FCAMX - Franklin Municipal Securities Trust - Franklin California High Yield Municipal Fund Class A1 51
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 51
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 51
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 51
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 51
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 51
BCHYX - American Century California Tax Free & Municipal Funds - California High-yield Municipal Fund Investor Class 51
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 51
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 50
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 50
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 50
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 49
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 49
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 49
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 49
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 49
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 49
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 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
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 47
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 47
FCSTX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Limited Term Tax-Free Bond Fund 47
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 47
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 47
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 47
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 47
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 47
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 47
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 47
Blackrock Core Bond Trust 46
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 46
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 46
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 45
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 45
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 45
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 45
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 44
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 44
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 44
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 44
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 44
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 44
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 44
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 44
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 44
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 43
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 43
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 43
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 43
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 43
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 43
BlackRock, Inc. 43
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 43
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 43
Citadel Advisors Llc 43
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 43
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 43
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 43
SWCAX - SCHWAB INVESTMENTS - Schwab California Tax-Free Bond Fund 43
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 43
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 43
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 43
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 43
Six Circles Trust - Six Circles Global Bond Fund 42
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 42
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 42
Jpmorgan Chase & Co 42
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 42
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 42
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 42
Barclays Plc 41
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 41
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 41
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 41
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 41
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 41
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 41
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 41
Deutsche Bank Ag\ 41
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 41
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 41
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 41
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 41
Susquehanna International Group, Llp 41
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 41
MCFTX - MFS MUNICIPAL SERIES TRUST - MFS California Municipal Bond Fund A 41
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 41
Morgan Stanley 41
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 40
UBS Group AG 40
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 40
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 40
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 40
Geode Capital Management, Llc 40
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 40
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 40
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 40
Goldman Sachs Group Inc 40
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 40
Royal Bank Of Canada 40
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 40
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 40
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 40
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 40
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 40
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 40
Millennium Management Llc 39
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 39
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 39
Bank Of America Corp /de/ 39
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 39
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 39
Wells Fargo & Company/mn 39
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 39
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 39
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 39
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 39
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 39
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 39
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 39
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 39
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 39
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 39
PCTEX - PUTNAM CALIFORNIA TAX EXEMPT INCOME FUND - PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST Class A Shares 39
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 39
OPCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester California Municipal Fund Class A 39
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 39
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 38
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 38
Group One Trading, L.p. 38
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 38
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 38
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 38
Blackrock Ltd Duration Income Trust 38
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 38
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 38
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 38
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 38
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 38
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 38
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 38
Jane Street Group, Llc 38
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 38
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 38
NCHAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California High Yield Municipal Bond Fund - Class A 38
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 38
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 38
Citigroup Inc 38
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 38
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 38
Tower Research Capital LLC (TRC) 37
Blackrock Corporate High Yield Fund, Inc. 37
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 37
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 37
Blackrock Multi-sector Income Trust 37
FKTFX - Franklin California Tax Free Income Fund - Franklin California Tax-free Income Fund - Class A1 37
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 37
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 37
Pnc Financial Services Group, Inc. 37
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 37
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 37
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 37
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 37
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 37
Fmr Llc 37
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 37
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 37
JNL SERIES TRUST - JNL Bond Index Fund (I) 37
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 37
Proequities, Inc. 37
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 37
SG Americas Securities, LLC 36
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 36
Credit Suisse Ag/ 36
Invesco Ltd. 36
Blackrock Credit Allocation Income Trust 36
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 36
Simplex Trading, Llc 36
Sonora Investment Management, LLC 36
Creative Planning 36
Bank of New York Mellon Corp 36
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 36
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 36
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 36
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 36
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 36
Eaton Vance Ltd Duration Income Fund 36
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 36
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 36
PRXCX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price California Tax-Free Bond Fund 36
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 36
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 36
Ameriprise Financial Inc 35
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 35
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S 35
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional 35
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 35
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 35
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 35
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 35
Bessemer Group Inc 35
Bnp Paribas Arbitrage, Sa 35
MSCAX - MAINSTAY FUNDS TRUST - MainStay MacKay California Tax Free Opportunities Fund Class A 35
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 35
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 35
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 35
American International Group, Inc. 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 35
Manufacturers Life Insurance Company, The 35
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 35
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 35
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 35
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 35
TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class 34
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 34
NOSGX - Northern Funds - Northern Small Cap Value Fund 34
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 34
Virtu Financial LLC 34
EACAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance California Municipal Opportunities Fund Class A 34
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 34
Principal Funds Inc 34
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 34
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 34
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 34
Renaissance Technologies Llc 34
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 34
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 34
Sei Investments Co 34
LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A 34
IFP Advisors, Inc 34
LCFIX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett California Tax-Free Income Fund Class A 34
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 34
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 34
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 34
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 34
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 34
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF 34
Northern Trust Corp 34
Bank Of Montreal /can/ 34
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 34
FundVantage Trust - Verplanck Balanced Fund 34
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 34
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 34
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 34
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 34
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 33
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 33
VDAFX - VALIC Co I - Dynamic Allocation Fund 33
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 33
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 33
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 33
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 33
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 33
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 33
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 33
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 33
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 33
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 33
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 33
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 33
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 33
Cutler Group LP 33
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 33
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 33
BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund 33
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 33
Advisor Group, Inc. 33
Wolverine Trading, Llc 33
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 33
LPL Financial LLC 33
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 33
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 33
Parallax Volatility Advisers, L.P. 33
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 33
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 33
Prelude Capital Management, Llc 33
Raymond James Financial Services Advisors, Inc. 32
Ladenburg Thalmann Financial Services Inc 32
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 32
Clear Street Markets Llc 32
Stifel Financial Corp 32
Fifth Third Bancorp 32
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 32
Tiaa-cref Funds 32
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 32
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 32
Quantbot Technologies LP 32
Allianz Asset Management GmbH 32
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 32
Advisor Group Holdings, Inc. 32
State Street Corp 32
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 32
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 32
Russell Investments Group, Ltd. 32
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 32
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 32
Kcg Holdings, Inc. 32
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 32
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 32
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 32
Cwm, Llc 32
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 32
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 32
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 32
Walleye Trading LLC 32
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 32
Alliancebernstein L.p. 32
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 32
Oppenheimer Etf Trust 32
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 32
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 32
Acadian Asset Management Llc 32
PEAK6 Investments, L.P. 32
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 32
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 32
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 32
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 32
Glenmede Trust Co Na 32
Huntington National Bank 32
Guggenheim Capital Llc 32
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 32
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 32
CXHYX - Voyageur Mutual Funds - Delaware National High-yield Municipal Bond Fund Class A 32
Us Bancorp \de\ 32
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 32
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 32
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 31
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 31
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 31
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 31
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 31
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 31
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 31
First Trust Advisors Lp 31
Marshall Wace, Llp 31
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 31
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 31
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 31
Hrt Financial Lp 31
Neuberger Berman Group LLC 31
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 31
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 31
Hartford Mutual Funds Inc/ct 31
College Retirement Equities Fund 31
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 31
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 31
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 31
Marshall Wace North America L.P. 31
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 31
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 31
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 31
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 31
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 31
WealthPLAN Partners, LLC 31
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 31
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 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
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 30
Steward Partners Investment Advisory, Llc 30
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 30
Vanguard Group Inc 30
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 30
Rhumbline Advisers 30
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 30
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 30
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 30
HighTower Advisors, LLC 30
California Public Employees Retirement System 30
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 30
BlackRock Institutional Trust Company, N.A. 30
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 30
Jefferies Group LLC 30
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 30
Northwestern Mutual Wealth Management Co 30
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 30
Raymond James & Associates 30
Gsa Capital Partners Llp 30
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 30
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 30
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 30
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 30
Arrowstreet Capital, Limited Partnership 30
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 30
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 30
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 30
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 30
Ubs Ag 30
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 30
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 30
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 30
Voya Investment Management Llc 29
Advisory Services Network, LLC 29
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 29
Macquarie Group Ltd 29
Squarepoint Ops LLC 29
AHIVX - American Century Investment Trust - High Income Fund Investor Class 29
Verition Fund Management LLC 29
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 29
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 29
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 29
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 29
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 29
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 29
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 29
Ubs Asset Management Americas Inc 29
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 29
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 29
Yahoo Inc 29
Wolverine Asset Management Llc 29
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 29
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 29
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 29
Alliancebernstein Global High Income Fund Inc 29
Janney Montgomery Scott LLC 29
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 29
Two Sigma Investments, Lp 29
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 29
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 29
Spot Trading L.L.C 29
NEXT Financial Group, Inc 29
Two Sigma Securities, Llc 29
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 29
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 29
Vanguard Whitehall Funds 29
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 29
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 29
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 29
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 29
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 29
Dimensional Fund Advisors Lp 29
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 29
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 29
MetLife Securities, Inc 29
Hsbc Holdings Plc 29
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 29
National Asset Management, Inc. 29
Comerica Bank 29
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 29
Envestnet Asset Management Inc 29
FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF 28
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 28
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 28
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 28
First Horizon Advisors, Inc. 28
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 28
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 28
Deere & Co 28
Commerzbank Aktiengesellschaft /fi 28
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 28
Lazard Asset Management Llc 28
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 28
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 28
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 28
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 28
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 28
Zurcher Kantonalbank (Zurich Cantonalbank) 28
Fisher Asset Management, LLC 28
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 28
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 28
Susquehanna Fundamental Investments, Llc 28
American Century Companies Inc 28
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 28
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 28
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 28
TRANSAMERICA FUNDS - Transamerica Core Bond I2 28
Balyasny Asset Management Llc 28
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 28
Franklin Resources Inc 28
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 28
Private Advisor Group, LLC 28
Quadrant Capital Group Llc 28
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 28
Captrust Financial Advisors 28
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 28
HAP Trading, LLC 28
FCAL - First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF 28
Point72 Asset Management, L.P. 28
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 28
Two Sigma Advisers, Lp 28
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 28
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 27
Nuveen Global High Income Fund 27
Signaturefd, Llc 27
Cubist Systematic Strategies, LLC 27
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 27
D. E. Shaw & Co., Inc. 27
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 27
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 27
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 27
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 27
WFG Advisors, LP 27
A.R.T. Advisors, LLC 27
Parallel Advisors, LLC 27
Stratos Wealth Partners, LTD. 27
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 27
Calamos Global Dynamic Income Fund 27
PEAK6 Investments LLC 27
Wellington Management Group Llp 27
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 27
BlackRock Investment Management, LLC 27
GWM Advisors LLC 27
NumerixS Investment Technologies Inc 27
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 27
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 27
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 27
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 27
Acrospire Investment Management LLC 27
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 27
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 27
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 27
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 27
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 27
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 27
Parametric Portfolio Associates Llc 27
OLCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term California Municipal Fund Class A 27
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 27
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 27
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 27
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 27
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 27
Allworth Financial LP 27
Commonwealth Equity Services, Inc 27
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 27
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 27
Legal & General Group Plc 26
FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF 26
Penserra Capital Management LLC 26
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 26
Federation des caisses Desjardins du Quebec 26
Global Income Builder Portfolio - Global Income Builder Portfolio 26
QCVAX - Clearwater Investment Trust - Clearwater International Fund 26
STFBX - Advisers Investment Trust - State Farm Balanced Fund 26
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 26
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 26
Cambridge Investment Research Advisors, Inc. 26
Valeo Financial Advisors, LLC 26
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 26
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 26
PENN SERIES FUNDS INC - International Equity Fund 26
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 26
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 26
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 26
Price T Rowe Associates Inc /md/ 26
Commonwealth Equity Services, Llc 26
CENTRAL TRUST Co 26
Schonfeld Strategic Advisors LLC 26
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 26
Oppenheimer & Co Inc 26
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 26
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 26
Invesco Bond Fund 26
D.a. Davidson & Co. 26
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 26
Walleye Capital LLC 26
Winslow, Evans & Crocker, Inc. 26
Claymore Exchange-traded Fund Trust 26
Engineers Gate Manager LP 26
Qube Research & Technologies Ltd 26
Victory Capital Management Inc 26
Vanguard Specialized Funds 26
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 26
Federated Hermes, Inc. 26
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 26
Prudential Financial Inc 26
Schroder Investment Management Group 26
O'shaughnessy Asset Management, Llc 26
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 26
SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A 26
Six Circles Trust - Six Circles Credit Opportunities Fund 26
Charles Schwab Investment Management Inc 26
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 26
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 26
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 26
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 26
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 26
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 26
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 26
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 26
Nomura Holdings Inc 26
Regions Financial Corp 26
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 26
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 26
Aqr Capital Management Llc 25
Connor, Clark & Lunn Investment Management Ltd. 25
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 25
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 25
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 25
SCTAX - WELLS FARGO FUNDS TRUST - Wells Fargo California Tax-Free Fund Class A 25
BlackRock Fund Advisors 25
BlueCrest Capital Management Ltd 25
BlackRock Advisors LLC 25
CenterStar Fund, LLC 25
Rafferty Asset Management, LLC 25
Mariner, LLC 25
Jane Street Holding, LLC 25
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 25
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 25
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 25
MUFG Americas Holdings Corp 25
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 25
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 25
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 25
Trexquant Investment LP 25
Janus Henderson Group Plc 25
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 25
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 25
Panagora Asset Management Inc 25
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 25
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 25
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 25
Eqis Capital Management, Inc. 25
Aperio Group, LLC 25
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 25
Paloma Partners Management Co 25
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 25
Advanced Series Trust - Ast Advanced Strategies Portfolio 25
GIMFX - GMO TRUST - GMO Implementation Fund 25
Plante Moran Financial Advisors, LLC 25
Wealthspire Advisors, L.P. 25
Advisors Asset Management, Inc. 25
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 25
Oxford Asset Management Llp 25
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 25
CIBC Private Wealth Group, LLC 25
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 25
American Portfolios Advisors 25
Van Eck Associates Corp 25
ALCAX - AB MUNICIPAL INCOME FUND, INC. - AB California Portfolio Class A 25
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 25
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 25
Magnetar Financial LLC 25
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 25
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 25
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 25
Boothbay Fund Management, Llc 25
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 25
VCSBX - VALIC Co II - Strategic Bond Fund 25
Suntrust Banks Inc 24
Vident Investment Advisory, LLC 24
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 24
XTX Topco Ltd 24
Calamos Strategic Total Return Fund 24
Parkside Financial Bank & Trust 24
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 24
New York State Common Retirement Fund 24
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 24
Bluefin Trading, LLC 24
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 24
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 24
Castleark Management Llc 24
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 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
Jefferies Financial Group Inc. 24
Baird Financial Group, Inc. 24
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 24
Nuveen Asset Management, LLC 24
Natixis 24
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 24
Brookstone Capital Management 24
People's United Financial, Inc. 24
AMP Capital Investors Ltd 24
VCAAX - VALIC Co I - Asset Allocation Fund 24
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 24
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 24
Benjamin F. Edwards & Company, Inc. 24
Russell Frank Co/ 24
Css Llc/il 24
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 24
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 24
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 24
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 24
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 24
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 24
VCCBX - VALIC Co II - Core Bond Fund 24
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 24
Toronto Dominion Bank 24
Sandy Spring Bank 24
Axa S.a. 24
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 24
FNY Investment Advisers, LLC 24
Global Retirement Partners, LLC 24
PDT Partners, LLC 24
John Hancock Hedged Equity & Income Fund 24
Cetera Advisor Networks LLC 24
Raymond James Financial Inc 24
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 24
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 24
Dynamic Technology Lab Private Ltd 24
Quantitative Investment Management, LLC 24
Capital Fund Management S.a. 24
Laurion Capital Management LP 24
Airain ltd 24
SRS Capital Advisors, Inc. 24
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 24
Great West Life Assurance Co /can/ 24
Stevens Capital Management Lp 24
Jump Financial, LLC 24
Caption Management, LLC 24
Financial Gravity Companies, Inc. 24
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 23
LTCAX - THORNBURG INVESTMENT TRUST - Thornburg California Limited Term Municipal Fund - Class A 23
Dreman Value Management, L L C 23
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 23
Blackrock Debt Strategies Fund, Inc. 23
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 23
BlackRock Group LTD 23
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 23
Mackenzie Financial Corp 23
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 23
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 23
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 23
Cresset Asset Management, LLC 23
Harbour Investments, Inc. 23
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 23
Sigma Planning Corp 23
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 23
Nationwide Fund Advisors 23
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 23
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 23
Elite Wealth Management, Inc. 23
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 23
Ing Groep Nv 23
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 23
Vanguard Horizon Funds 23
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 23
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 23
Cetera Investment Advisers 23
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 23
Berman Capital Advisors, LLC 23
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 23
Man Group plc 23
Graham Capital Management, L.P. 23
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 23
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 23
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 23
Private Trust Co Na 23
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 23
Fiera Capital Corp 23
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 23
Farmers & Merchants Investments Inc 23
IHT Wealth Management, LLC 23
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 23
Synovus Financial Corp 23
NACMX - COLUMBIA FUNDS SERIES TRUST - Columbia California Intermediate Municipal Bond Fund Class A 23
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 23
Keybank National Association/oh 23
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 23
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 23
Paradigm Asset Management Co Llc 23
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 23
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 23
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 23
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 23
Voloridge Investment Management, Llc 23
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 23
Sofos Investments, Inc. 23
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 23
U S Global Investors Inc 23
CIBC World Markets Inc. 23
Advanced Series Trust - Ast High Yield Portfolio 23
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 23
Americafirst Capital Management, Llc 23
Jfs Wealth Advisors, Llc 23
Financial Architects, Inc 23
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 23
CoreCommodity Management, LLC 23
SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A 23
Atria Investments Llc 23
Ameritas Investment Corp 23
Thrivent Financial For Lutherans 23
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 23
National Bank Of Canada /fi/ 23
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 23
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 23
Rockefeller Capital Management L.P. 23
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 23
QS Investors, LLC 23
United Capital Financial Advisers, Llc 23
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 23
Campbell & CO Investment Adviser LLC 23
Assetmark, Inc 23
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 23
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 23
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 22
Spot Trading L.l.c. 22
Fox Run Management, L.l.c. 22
Bayesian Capital Management, LP 22
Quadrature Capital Ltd 22
Mirae Asset Global Investments Co., Ltd. 22
Swiss National Bank 22
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 22
Blackstone / Gso Strategic Credit Fund 22
Cullen/frost Bankers, Inc. 22
Farther Finance Advisors, LLC 22
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 22
Tocqueville Asset Management L.p. 22
Nine Chapters Capital Management LLC 22
Toroso Investments, LLC 22
Leuthold Group, Llc 22
Mercer Global Advisors Inc /adv 22
Truist Financial Corp 22
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 22
Emerald Acquisition Ltd. 22
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 22
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 22
Sunbelt Securities, Inc. 22
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 22
Principal Financial Group Inc 22
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 22
Blair William & Co/il 22
Clearbridge Investments, LLC 22
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 22
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 22
Teachers Retirement System Of The State Of Kentucky 22
JNBA Financial Advisors 22
Jones Financial Companies Lllp 22
Umb Bank N A/mo 22
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 22
Driehaus Capital Management Llc 22
Credit Agricole S A 22
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 22
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 22
Rational Advisors Llc 22
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 22
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 22
NOFIX - Northern Funds - Northern Fixed Income Fund 22
Teachers Advisors, Llc 22
IMC-Chicago, LLC 22
FineMark National Bank & Trust 22
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 22
Key Group Holdings (cayman), Ltd. 22
ExodusPoint Capital Management, LP 22
Managed Account Advisors Llc 22
Catalyst Capital Advisors LLC 22
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 22
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 22
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 22
Ubs Oconnor Llc 22
DMUSX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Intermediate Fund Class A 22
Vantagepoint Funds 22
Centiva Capital, LP 22
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 22
Geneos Wealth Management Inc. 22
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 22
Alps Advisors Inc 22
Glassman Wealth Services 22
DVTAX - Voyageur Mutual Funds - Delaware Tax-free California Fund Class A 22
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 22
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares 22
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 22
EverSource Wealth Advisors, LLC 22
Nisa Investment Advisors, Llc 22
Tfs Capital Investment Trust 22
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 22
DekaBank Deutsche Girozentrale 22
Caxton Associates Lp 22
Howe & Rusling Inc 22
State Of Wisconsin Investment Board 22
Cushing Asset Management, Lp 22
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 22
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 22
Tiaa Cref Investment Management Llc 22
First Republic Investment Management, Inc. 22
TCI Wealth Advisors, Inc. 22
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 22
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 22
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 22
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 22
Brown Brothers Harriman & Co 22
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 22
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 22
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 22
Oppenheimer Variable Account Funds 22
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 22
Ellington Management Group Llc 22
Ameritas Investment Partners, Inc. 22
Hbk Investments L P 22
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 22
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 22
AdvisorNet Financial, Inc 22
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 22
ATFAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Limited Term Municipal Income Class A 21
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 21
State of Wyoming 21
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 21
Mml Investors Services, Llc 21
Carroll Financial Associates, Inc. 21
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional 21
Shell Asset Management Co 21
Invictus RG Pte. Ltd. 21
M&t Bank Corp 21
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 21
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 21
Principal Securities, Inc. 21
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 21
Strs Ohio 21
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 21
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 21
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 21
Weiss Multi-Strategy Advisers LLC 21
Brookfield Asset Management Inc. 21
Lindbrook Capital, Llc 21
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 21
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 21
Barings Llc 21
DRW Securities, LLC 21
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 21
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 21
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 21
CIBC Asset Management Inc 21
SRTMX - SMA RELATIONSHIP TRUST - Series M 21
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 21
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 21
Wealth Enhancement Advisory Services, Llc 21
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 21
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 21
Boston Private Wealth Llc 21
Hillsdale Investment Management Inc. 21
Clark Capital Management Group, Inc. 21
Grantham, Mayo, Van Otterloo & Co. LLC 21
Cornerstone Planning Group LLC 21
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 21
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 21
OMERS ADMINISTRATION Corp 21
Bokf, Na 21
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 21
FDx Advisors, Inc. 21
Mckinley Capital Management Llc /delaware 21
Gotham Asset Management, LLC 21
Whittier Trust Co 21
International Assets Investment Management, Llc 21
LMR Partners LLP 21
Moors & Cabot, Inc. 21
Polar Asset Management Partners Inc. 21
Tudor Investment Corp Et Al 21
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 21
Public Employees Retirement System Of Ohio 21
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 21
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 21
VTL Associates, LLC 21
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 21
Rehmann Capital Advisory Group 21
SAC Capital Advisors LP 21
CoreCap Advisors, LLC 21
Seacrest Wealth Management, Llc 21
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 21
Gradient Investments LLC 21
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 21
Navellier & Associates Inc 21
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 21
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 21
Spire Wealth Management 21
Proficio Capital Partners LLC 21
Blackrock Muniholdings California Quality Fund, Inc. 21
Optimum Investment Advisors 21
Orion Portfolio Solutions, LLC 21
Healthcare Of Ontario Pension Plan Trust Fund 21
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 21
Meeder Asset Management Inc 21
Highbridge Capital Management Llc 21
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 21
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 21
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 21
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 21
Putnam Investments Llc 21
Hudson Bay Capital Management LP 21
Enterprise Financial Services Corp 21
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 21
State Farm Mutual Fund Trust 21
Commonwealth Bank Of Australia 21
First Allied Advisory Services, Inc. 21
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 21
Gabelli Funds Llc 21
Global X Management CO LLC 21
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 21
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 21
Nomura Asset Management Co Ltd 21
Tfs Capital Llc 21
Norges Bank 21
Crossmark Global Holdings, Inc. 21
Sterling Capital Management LLC 21
Advantage Investment Management, Llc 21
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 21
Sowell Financial Services LLC 21
Natixis Advisors, L.p. 21
Trust Co Of Vermont 21
Capstone Investment Advisors, Llc 21
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 21
Td Asset Management Inc 21
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 21
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 21
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 21
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 21
Oregon Public Employees Retirement Fund 21
High Income Opportunities Portfolio - High Income Opportunities Portfolio 21
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 21
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 20
Wedbush Securities Inc 20
1832 Asset Management L.P. 20
Y-Intercept (Hong Kong) Ltd 20
FEDERATED CORE TRUST - Emerging Markets Core Fund 20
TD Waterhouse Canada Inc. 20
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 20
Nuveen California Quality Municipal Income Fund 20
Smith Asset Management Group Lp 20
Salem Investment Counselors Inc 20
Aigen Investment Management, Lp 20
Metropolitan Life Insurance Co/ny 20
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 20
We Are One Seven, LLC 20
Mason Street Advisors, Llc 20
Forum Funds 20
Canada Pension Plan Investment Board 20
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 20
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 20
Belpointe Asset Management LLC 20
United Services Automobile Association 20
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 20
San Francisco Sentry Investment Group (ca) 20
Bridgeway Capital Management Inc 20
Skandinaviska Enskilda Banken AB (publ) 20
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 20
Alberta Investment Management Corp 20
Convergence Investment Partners, LLC 20
Gts Securities Llc 20
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 20
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 20
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 20
Massachusetts Financial Services Co /ma/ 20
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 20
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 20
Pinnacle Summer Investments, Inc. 20
Sawtooth Solutions, LLC 20
Nuveen Multi-Asset Income Fund 20
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 20
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 20
First Mercantile Trust Co 20
Oppenheimer Asset Management Inc. 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
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 20
Sumitomo Mitsui Trust Holdings, Inc. 20
MAI Capital Management 20
Massmutual Trust Co Fsb/adv 20
BlackRock Capital Allocation Trust 20
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 20
Blackstone / Gso Long-short Credit Income Fund 20
Evercore Wealth Management, LLC 20
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 20
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 20
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 20
State Board Of Administration Of Florida Retirement System 20
Point72 Hong Kong Ltd 20
National Planning Corp 20
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 20
Reilly Financial Advisors, Llc 20
Hanseatic Management Services Inc 20
BlackRock ETF Trust II - BlackRock Flexible Income ETF 20
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 20
Kestra Advisory Services, LLC 20
California State Teachers Retirement System 20
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 20
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 20
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 20
Liberty Mutual Group Asset Management Inc. 20
Veritable, L.P. 20
Cetera Advisors LLC 20
PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z 20
Seven Eight Capital, Lp 20
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 20
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 20
Wunderlich Securities, Inc. 20
Eaton Vance Management 20
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 20
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 20
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 20
Hennessy Advisors Inc 20
ClariVest Asset Management LLC 20
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 20
HITE Hedge Asset Management LLC 20
Centaurus Financial, Inc. 20
Calamos Global Total Return Fund 20
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 20
ETRADE Capital Management LLC 20
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 20
Prospera Financial Services Inc 20
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 20
Oppenheimer Funds Inc 20
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 20
GAM Holding AG 20
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 20
Loomis Sayles & Co L P 20
Prestige Wealth Management Group LLC 20
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 20
Whittier Trust Co Of Nevada Inc 20
VGLSX - VALIC Co I - Global Strategy Fund 20
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 20
First Manhattan Co 20
Brandywine Global Investment Management, LLC 20
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 19
Stephens Inc /ar/ 19
Burney Co/ 19
TAMUX - TRANSAMERICA FUNDS - Transamerica Intermediate Muni A 19
Chicago Partners Investment Group LLC 19
Warren Averett Asset Management, LLC 19
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 19
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 19
James Investment Research Inc 19
Capital Advisors, Ltd. LLC 19
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 19
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 19
TACAX - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND Class A 19
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 19
Headlands Technologies LLC 19
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 19
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 19
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 19
DRCAX - BNY MELLON CALIFORNIA AMT-FREE MUNICIPAL BOND FUND, INC. - BNY Mellon California AMT-Free Municipal Bond Fund, Inc. Class Z 19
CLMPX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic California Municipal Income Fund Class A 19
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 19
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 19
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 19
Newbridge Financial Services Group, Inc. 19
Neuberger Berman Intermediate Municipal Fund Inc 19
Amundi Pioneer Asset Management Inc 19
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 19
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 19
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 19
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 19
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 19
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 19
FORA Capital, LLC 19
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 19
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 19
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 19
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 19
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 19
Cibc World Markets Corp 19
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 19
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 19
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 19
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 19
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 19
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 19
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 19
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 19
Oppenheimer Global Strategic Income Fund 19
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 19
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 19
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 19
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 19
Symphony Asset Management Llc 19
VCCCX - VALIC Co I - Capital Conservation Fund 19
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 19
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 19
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 19
MML Series Investment Fund II - MML High Yield Fund Class II 19
Boston Partners 19
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 19
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 19
Checchi Capital Advisers, LLC 19
Invesco California Value Municipal Income Trust 19
Algert Global Llc 19
Sanctuary Wealth Advisors, LLC 19
Johnson Financial Group, Inc. 19
AAMBX - THRIVENT MUTUAL FUNDS - Thrivent Municipal Bond Fund Class A 19
MBOVX - M FUND INC - M Large Cap Value Fund 19
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 19
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 19
Profund Advisors Llc 19
Ergoteles LLC 19
Clinton Group Inc 19
Public Sector Pension Investment Board 19
Gemmer Asset Management LLC 19
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 19
Cerity Partners LLC 19
Money Concepts Capital Corp 19
Princeton Alpha Management LP 19
Elkfork Partners LLC 19
Hartland & Co., LLC 19
Westport Resources Management Inc 19
Thompson Siegel & Walmsley Llc 19
Timber Hill LLC 19
Ancora Advisors, LLC 19
CWM Advisors, LLC 19
First New York Securities Llc /ny 19
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 19
MetLife Investment Management, LLC 19
KBC Group NV 19
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 19
Evergreen Capital Management Llc 19
Cable Hill Partners, LLC 19
Ci Investments Inc. 19
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 19
World Asset Management Inc 19
Old Mission Capital Llc 19
Regal Investment Advisors LLC 19
Bank Of Nova Scotia 19
Cornerstone Advisors, Inc. 19
Brown Advisory Inc 19
State of Tennessee, Treasury Department 19
Teacher Retirement System Of Texas 19
Riverhead Capital Management Llc 19
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 19
Bb&t Securities, Llc 19
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 19
Westpac Banking Corp 19
FinTrust Capital Advisors, LLC 19
ProShare Advisors LLC 19
NorthCoast Asset Management LLC 19
Private Capital Group, LLC 19
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 19
Petrus Trust Company, LTA 19
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 19
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 19
Zions Bancorporation 19
Smithfield Trust Co 19
Schubert & Co 19
Cambria Investment Management, L.P. 19
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 19
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 19
Integral Derivatives, LLC 19
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 19
Graticule Asia Macro Advisors LLC 19
DAVENPORT & Co LLC 19
BNP Paribas Asset Management Holding S.A. 19
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 19
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 19
Capstone Asset Management Co 19
Quantitative Systematic Strategies LLC 19
First Hawaiian Bank 19
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 19
Sculptor Capital LP 19
Old National Bancorp /in/ 19
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 19
Weiss Strategic Interval Fund 19
Ajo, Lp 19
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 19
LS Investment Advisors, LLC 19
Amalgamated Bank 19
Asset Management One Co., Ltd. 18
Nordea Investment Management Ab 18
Assured Investment Management LLC 18
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 18
Insight Select Income Fund 18
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 18
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 18
Moore Capital Management, Lp 18
Six Circles Trust - Six Circles Tax Aware Bond Fund 18
Coastal Investment Advisors, Inc. 18
Icon Advisers Inc/co 18
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 18
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 18
Winfield Associates, Inc. 18
LTMFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Municipal Fund - Class A 18
DMTFX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Fund Class A 18
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 18
Hudock, Inc. 18
GAMMA Investing LLC 18
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 18
CX Institutional 18
Pine River Capital Management L.P. 18
Numeric Investors Llc 18
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 18
Mutual Advisors, LLC 18
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 18
Ridgeworth Funds 18
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 18
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 18
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 18
Knight Capital Group, Inc. 18
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 18
Coldstream Capital Management Inc 18
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 18
Arizona State Retirement System 18
State Farm Variable Product Trust 18
Yorktown Management & Research Co Inc 18
Compagnie Lombard Odier SCmA 18
Twin Tree Management, LP 18
Winton Capital Group Ltd 18
Sei Trust Co 18
Tcw Strategic Income Fund Inc 18
Flagship Harbor Advisors, Llc 18
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 18
Advisor Partners Llc 18
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 18
Skopos Labs, Inc. 18
Ensign Peak Advisors, Inc 18
BlackRock Credit Strategies Fund 18
Ronald Blue Trust, Inc. 18
Waddell & Reed Financial Inc 18
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 18
CPSIX - Unified Series Trust - Fci Bond Fund 18
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 18
Perigon Wealth Management, LLC 18
Trustcore Financial Services, Llc 18
Summit Trail Advisors, Llc 18
Front Row Advisors LLC 18
Snowden Capital Advisors LLC 18
FIL Ltd 18
Vanguard Index Funds 18
Thompson Davis & Co., Inc. 18
Landscape Capital Management, L.l.c. 18
Sheaff Brock Investment Advisors, LLC 18
APG Asset Management N.V. 18
Brinker Capital Investments, LLC 18
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 18
PineBridge Investments, L.P. 18
Pictet Asset Management Holding SA 18
Lord, Abbett & Co. Llc 18
Larson Financial Group LLC 18
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 18
CLFCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco California Tax-free Income Fund Class C 18
PRFHX - T. Rowe Price Tax-Free High Yield Fund, Inc. - T. Rowe Price Tax-Free High Yield Fund, Inc. 18
Dupont Capital Management Corp 18
Shelton Capital Management 18
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 18
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 18
Fieldpoint Private Securities, LLC 18
Hutchin Hill Capital, LP 18
Avion Wealth 18
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 18
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 18
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 18
Quantinno Capital Management LP 18
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 18
Venturi Wealth Management, LLC 18
New England Securities Corp /MA/ 18
SIR Capital Management, L.P. 18
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 18
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 18
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 18
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 18
Aviva Plc 18
Avantax Planning Partners, Inc. 18
First Citizens Bank & Trust Co 18
JustInvest LLC 18
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 18
Cushing Renaissance Fund 18
SDHAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A 18
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 18
Hexagon Capital Partners LLC 18
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 18
Assenagon Asset Management S.A. 18
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 18
Edge Wealth Management LLC 18
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 18
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 18
Ontario Teachers Pension Plan Board 18
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 18
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 18
Element Capital Management Llc 18
AE Wealth Management LLC 18
Analytic Investors, LLC 18
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 18
Mv Capital Management, Inc. 18
Northern Trust Co Of Connecticut 18
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 18
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 18
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 18
Alpine Global Management, LLC 18
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 18
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 18
Hancock Whitney Corp 18
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 18
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 18
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 18
Ground Swell Capital, LLC 18
Karp Capital Management Corp 18
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 18
Amundi 18
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 18
Citizens Financial Group Inc/ri 18
GGBFX - GuideStone Funds - Global Bond Fund Investor 18
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 18
Bogart Wealth, LLC 18
Jpmorgan Trust Iii 18
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 18
Kistler-Tiffany Companies, LLC 18
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 18
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 18
VCBDX - VALIC Co I - Core Bond Fund 18
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 18
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 18
Virtus Global Dividend & Income Fund Inc. 18
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 18
L & S Advisors Inc 18
Quantamental Technologies LLC 18
Alyeska Investment Group, L.P. 18
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 18
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 18
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 18
McIlrath & Eck, LLC 18
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 17
Bartlett & Co. LLC 17
Jacobs Levy Equity Management, Inc 17
Bell Investment Advisors, Inc 17
Stephens Consulting, LLC 17
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 17
Arosa Capital Management LP 17
Stonebridge Capital Advisors LLC 17
RidgeWorth Capital Management LLC 17
Lsv Asset Management 17
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 17
True Wealth Design, LLC 17
PointState Capital LP 17
IWV - iSHARES TRUST - iShares Russell 3000 ETF 17
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 17
Ellevest, Inc. 17
Valley National Advisers Inc 17
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 17
Vestcor Inc 17
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 17
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 17
Encompass Capital Advisors LLC 17
Regentatlantic Capital Llc 17
Brewin Dolphin Ltd 17
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 17
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 17
PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A 17
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 17
First Quadrant L P/ca 17
Advisors Preferred, LLC 17
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 17
Resources Investment Advisors, LLC. 17
Aventail Capital Group, LP 17
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 17
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 17
Atlas Capital Advisors Llc 17
FNY Partners Fund LP 17
Versant Capital Management, Inc 17
New York State Teachers Retirement System 17
Covestor Ltd 17
BTG Pactual Global Asset Management Ltd 17
Leavell Investment Management, Inc. 17
Spark Investment Management LLC 17
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 17
Advent Claymore Convertible Securities & Income Fund 17
Tompkins Financial Corp 17
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 17
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 17
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 17
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 17
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 17
Ashton Thomas Private Wealth, LLC 17
Glen Harbor Capital Management LLC 17
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 17
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 17
Freestone Capital Holdings, LLC 17
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 17
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 17
Hl Financial Services Llc 17
Societe Generale 17
Transamerica Financial Advisors, Inc. 17
Yousif Capital Management, Llc 17
Virginia Retirement Systems Et Al 17
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 17
Visium Asset Management, LP 17
Patriot Financial Group Insurance Agency, LLC 17
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 17
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 17
Capital Wealth Planning, LLC 17
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 17
Motco 17
Mark Sheptoff Financial Planning, Llc 17
Park Avenue Securities Llc 17
Focused Wealth Management, Inc 17
Silvercrest Asset Management Group Llc 17
Pinnacle Wealth Planning Services, Inc. 17
ACTHX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco High Yield Municipal Fund Class A 17
Commerce Bank 17
Advent Capital Management /de/ 17
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 17
ARGI Investment Services, LLC 17
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 17
Edmond De Rothschild Holding S.a. 17
CI Private Wealth, LLC 17
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 17
Fuller & Thaler Asset Management, Inc. 17
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 17
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 17
Baird Robert W & Co Inc /wi/ 17
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 17
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 17
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 17
HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares 17
Financial Advocates Investment Management 17
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 17
Index Management Solutions, LLC 17
Ausdal Financial Partners, Inc. 17
BRYN MAWR TRUST Co 17
Lee Financial Co 17
Mitsubishi UFJ Trust & Banking Corp 17
Nuveen California Amt-free Quality Municipal Income Fund 17
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 17
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 17
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 17
Boston Advisors Llc 17
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 17
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 17
Johnson Investment Counsel Inc 17
Hoxton Financial, Inc. 17
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 17
Ssga Master Trust 17
Krilogy Financial LLC 17
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 17
Vanguard World Fund 17
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 17
DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z 17
SRCMX - PRINCIPAL FUNDS INC - California Municipal Fund Class A 17
AHL Partners LLP 17
Calamos Long/Short Equity & Dynamic Income Trust 17
Pnc Funds 17
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 17
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 17
CastleArk Alternatives, LLC 17
Cribstone Capital Management, LLC 17
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 17
VANGUARD CMT FUNDS - Vanguard Municipal Low Duration Fund 17
TIMOTHY PLAN - Timothy Strategic Variable 17
Kanaly Trust Co 17
CenterStar Asset Management, LLC 17
Viking Fund Management Llc 17
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 17
Wexford Capital Lp 17
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 17
Arkadios Wealth Advisors 17
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 17
Blueshift Asset Management, LLC 17
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 17
Texas Yale Capital Corp. 17
QCM Cayman, Ltd. 17
North Star Investment Management Corp. 17
Tortoise Capital Advisors, L.l.c. 17
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 17
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 17
Ameritas Advisory Services, LLC 17
Tucker Asset Management Llc 17
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 17
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 17
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 17
Rs Variable Products Trust 17
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 17
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 17
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 17
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 17
GV Financial Advisors 17
Advocacy Wealth Management Services, LLC 17
Raymond James Trust N.a. 17
MQS Management LLC 17
Icon Wealth Partners, LLC 17
Pathstone Family Office, Llc 17
Stanley-Laman Group, Ltd. 17
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 17
Point72 Asia (Singapore) Pte. Ltd. 17
Kepos Capital LP 17
Great Lakes Advisors, Llc 17
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 17
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 17
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 17
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 17
Luminus Management Llc 17
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 17
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 17
CSat Investment Advisory, L.P. 17
Yaupon Capital Management LP 17
ORG Partners LLC 17
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 17
Eagle Asset Management Inc 17
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 17
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 17
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 17
First Interstate Bank 17
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 17
Brevan Howard Capital Management LP 17
Colony Group Llc 17
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 17
Creative Financial Designs Inc /adv 17
Allspring Global Investments Holdings, LLC 17
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 17
Calamos Convertible & High Income Fund 17
Calamos Convertible Opportunities & Income Fund 17
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 17
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 17
Edgestream Partners, L.P. 17
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 17
Picton Mahoney Asset Management 17
Allianzgi Diversified Income & Convertible Fund 17
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 17
Holocene Advisors, LP 17
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 17
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 16
Formidable Asset Management, LLC 16
Blackstone / Gso Senior Floating Rate Term Fund 16
Vigilant Capital Management, LLC 16
Schonfeld Group Holdings LLC 16
Claro Advisors LLC 16
Fulton Bank, N.a. 16
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 16
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 16
Smartleaf Asset Management LLC 16
NewSquare Capital LLC 16
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 16
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 16
Cipher Capital LP 16
Glen Eagle Advisors, LLC 16
Tfo-tdc, Llc 16
Boston Income Portfolio - Boston Income Portfolio 16
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 16
Voya Global Advantage & Premium Opportunity Fund 16
City Holding Co 16
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 16
Harel Insurance Investments & Financial Services Ltd. 16
Contravisory Investment Management, Inc. 16
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 16
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 16
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 16
Harbor Investment Advisory, Llc 16
Jennison Associates Llc 16
Gamco Natural Resources, Gold & Income Trust 16
Police & Firemen's Retirement System of New Jersey 16
Banco de Sabadell, S.A 16
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 16
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 16
Pearl River Capital, LLC 16
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 16
AGF Investments LLC 16
Evoke Wealth, Llc 16
Systematic Financial Management Lp 16
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 16
NatWest Group plc 16
Mfs Charter Income Trust 16
WealthTrust-Arizona, LLC 16
Townsquare Capital Llc 16
Denali Advisors Llc 16
Institutional & Family Asset Management, Llc 16
Breton Hill Capital Ltd. 16
Trust Department Mb Financial Bank N A 16
Migdal Insurance & Financial Holdings Ltd. 16
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 16
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 16
Advisor Resource Council 16
Lenox Wealth Advisors, LLC 16
Nuveen, LLC 16
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 16
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 16
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 16
Western Asset Managed Municipals Fund Inc. 16
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 16
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 16
Mount Yale Investment Advisors, LLC 16
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 16
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 16
Procyon Private Wealth Partners, LLC 16
Los Angeles Capital Management Llc 16
LSMSX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series TF Fund 16
Archford Capital Strategies, LLC 16
Zacks Investment Management 16
King Luther Capital Management Corp 16
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 16
Baystate Wealth Management LLC 16
Meridian Wealth Partners, LLC 16
Menta Capital Llc 16
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 16
Fruth Investment Management 16
WealthTrust Fairport, LLC 16
Veriti Management LLC 16
Cornerstone Capital Management Holdings Llc. 16
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 16
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 16
SBI Securities Co., Ltd. 16
BlackRock Japan Co. Ltd 16
PBCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 6 - PGIM CALIFORNIA MUNI INCOME FUND Class A 16
NN Investment Partners Holdings N.V. 16
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 16
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 16
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 16
Strategic Global Advisors, LLC 16
Wipfli Financial Advisors Llc, 16
FNY Managed Accounts LLC 16
Wetherby Asset Management Inc 16
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 16
Tradeworx Inc. 16
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 16
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 16
Chevy Chase Trust Holdings, Inc. 16
Virtus ETF Advisers LLC 16
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 16
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 16
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 16
Todd Asset Management Llc 16
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 16
BDO Wealth Advisors, LLC 16
Adage Capital Partners Gp, L.l.c. 16
Westside Investment Management, Inc. 16
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 16
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 16
Public Employees Retirement Association Of Colorado 16
Stifel Nicolaus & Co Inc \mo\ 16
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 16
Us Global Investors Funds 16
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 16
Mosaic Family Wealth, LLC 16
Occudo Quantitative Strategies Lp 16
Covington Capital Management 16
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 16
Keebeck Alpha, LP 16
Gamco Global Gold, Natural Resources & Income Trust 16
Greenleaf Trust 16
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 16
Cornerstone Wealth Management, LLC 16
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 16
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 16
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 16
South Dakota Investment Council 16
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 16
StoneX Group Inc. 16
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 16
Bartlett & Co. Wealth Management Llc 16
Old Mutual Customised Solutions (proprietary) Ltd 16
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 16
Pictet Asset Management Sa 16
Savant Capital, LLC 16
Aquatic Capital Management LLC 16
Rs Investment Trust 16
HighPoint Advisor Group LLC 16
Highstreet Asset Management Inc. 16
Placemark Investments, Inc. 16
Moneta Group Investment Advisors Llc 16
Peak6 Llc 16
One Wealth Advisors, LLC 16
Earnest Partners Llc 16
Financial Management Professionals, Inc. 16
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 16
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 16
IndexIQ Advisors LLC 16
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 16
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 16
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 16
First Eagle Investment Management, LLC 16
Guggenheim Strategic Opportunities Fund 16
Delpha Capital Management, Llc 16
Avestar Capital, LLC 16
Spirit Of America Management Corp/ny 16
Hantz Financial Services, Inc. 16
State of New Jersey Common Pension Fund D 16
Carlson Capital L P 16
Scotia Capital Inc. 16
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 16
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 16
Caitong International Asset Management Co., Ltd 16
Capital Guardian Trust Co 16
Agf Investments Inc. 16
Verus Capital Partners, Llc 16
Legg Mason Investment Counsel, LLC 16
Gupta Wealth Management LLC 16
Clough Capital Partners L P 16
Qs Batterymarch Financial Management, Inc 16
Weiss Asset Management LP 16
First American Bank 16
Putnam Premier Income Trust 16
Cowen Group, Inc. 16
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 16
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 16
Manning & Napier Advisors Llc 16
Legacy Financial Advisors, Inc. 16
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 16
Maverick Capital Ltd 16
Washington Trust Bank 16
Balentine LLC 16
Tradewinds Capital Management, LLC 16
Hartford Series Fund Inc 16
Vantage Investment Advisors, LLC 16
Moody National Bank Trust Division 16
Meridian Wealth Management, LLC 16
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 16
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio 16
Brinker Capital Inc 16
CAPROCK Group, Inc. 16
Independent Portfolio Consultants, Inc. 16
Koshinski Asset Management, Inc. 16
Atria Wealth Solutions, Inc. 16
Pin Oak Investment Advisors Inc 16
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 16
Investors Research Corp 16
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 16
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 16
SG3 Management, LLC 16
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 16
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 16
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 16
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 16
Macroview Investment Management Llc 16
Belvedere Trading LLC 16
AlphaMark Advisors, LLC 16
GPS Wealth Strategies Group, LLC 16
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 16
Exchange Traded Concepts, Llc 16
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 16
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 16
Executive Wealth Management, LLC 16
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 16
JJJ Advisors Inc. 16
Capital Investment Advisory Services, LLC 16
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 16
HHM Wealth Advisors, LLC 16
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 16
Tradition Wealth Management, LLC 16
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 16
Vident Advisory, LLC 16
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 16
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 16
Soros Fund Management Llc 16
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 16
HYLD - Exchange Listed Funds Trust - High Yield ETF 16
Integrated Wealth Concepts LLC 16
Intech Investment Management Llc 16
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 16
EverPoint Asset Management, LLC 16
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 16
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 16
Bridgewater Associates, LP 16
J. Goldman & Co LP 16
Bluefin Capital Management, Llc 16
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 16
Cadence Capital Management Llc 16
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 16
Piedmont Investment Advisors Llc 16
Neuberger Berman California Intermediate Municipal Fund Inc 16
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 16
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 16
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 16
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 15
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 15
Manchester Capital Management LLC 15
FEDERATED CORE TRUST - High Yield Bond Portfolio 15
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 15
Versor Investments LP 15
OWCAX - OLD WESTBURY FUNDS INC - Old Westbury California Municipal Bond Fund 15
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 15
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 15
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 15
Horizon Investments, LLC 15
CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class 15
K2 Principal Fund, L.p. 15
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 15
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 15
Coppell Advisory Solutions LLC 15
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 15
Measured Wealth Private Client Group, LLC 15
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 15
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 15
Apriem Advisors 15
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 15
Texas Permanent School Fund 15
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 15
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 15
BSBAX - Northern Funds - Northern Short Bond Fund 15
Pendal Group Ltd 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 15
Bb&t Investment Services, Inc. 15
Wealthcare Advisory Partners LLC 15
Wilbanks Smith & Thomas Asset Management Llc 15
VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A 15
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 15
Fortitude Family Office, LLC 15
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 15
Pictet Asset Management Ltd 15
Man Investments Ltd 15
Guardian Capital Lp 15
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 15
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 15
Hartford Investment Management Co 15
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 15
Thomas White International Ltd 15
Atom Investors LP 15
USCBX - USAA MUTUAL FUNDS TRUST - California Bond Fund Shares 15
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 15
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 15
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 15
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 15
Ipswich Investment Management Co., Inc. 15
Alera Investment Advisors, LLC 15
Wealthcare Capital Management Llc 15
Weld Capital Management Llc 15
Dreyfus High Yield Strategies Fund 15
NCAAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Municipal Bond Fund - Class A 15
BNP Paribas Investment Partners S.A. 15
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 15
Catalyst Funds Management Pty Ltd 15
Adams Asset Advisors, LLC 15
Twinbeech Capital Lp 15
Salient Capital Advisors, LLC 15
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 15
Steward Financial Group LLC 15
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 15
Avantax Advisory Services, Inc. 15
CCMPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Municipal Fund Share class 15
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 15
Zions Bancorporation, N.A. 15
Barrow Hanley Mewhinney & Strauss Llc 15
Segment Wealth Management, LLC 15
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 15
Hotchkis & Wiley Capital Management Llc 15
Weaver Consulting Group 15
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 15
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 15
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 15
Highlander Capital Management, LLC 15
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 15
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 15
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 15
Cinctive Capital Management LP 15
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 15
Bluestein R H & Co 15
GLG Partners LP 15
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 15
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 15
Carolinas Wealth Consulting Llc 15
Itau Unibanco Holding S.A. 15
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 15
Blackrock Energy & Resources Trust 15
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 15
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 15
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 15
Ropes Wealth Advisors Llc 15
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 15
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 15
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series V Portfolio 15
Bridgefront Capital, LLC 15
Dark Forest Capital Management Lp 15
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 15
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 15
Sciencast Management LP 15
Connor Clark & Lunn Investment Management Ltd 15
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 15
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 15
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 15
Profunds - Profund Vp Oil & Gas 15
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 15
Zebra Capital Management LLC 15
PDSAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Short Duration Muni High Income Fund Class A 15
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 15
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 15
Key FInancial Inc 15
Guggenheim Active Allocation Fund 15
Calamos Dynamic Convertible & Income Fund 15
Mather Group, Llc. 15
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 15
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 15
Capital Analysts, Inc. 15
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 15
Cypress Capital Management LLC (WY) 15
J.w. Cole Advisors, Inc. 15
Arrow Financial Corp 15
FourThought Financial, LLC 15
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 15
Northwestern Mutual Investment Management Company, Llc 15
RFP Financial Group LLC 15
Parkwood LLC 15
Clough Global Dividend & Income Fund 15
RHJ International SA 15
Pathstone Holdings, LLC 15
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 15
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 15
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 15
Franklin Templeton International Trust 15
Optiver Holding B.V. 15
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 15
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 15
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 15
Strategic Wealth Partners, Ltd. 15
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 15
Winch Advisory Services, LLC 15
Municipal Employees' Retirement System of Michigan 15
PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund 15
Frontier Wealth Management LLC 15
SWNTX - SCHWAB INVESTMENTS - Schwab Tax-Free Bond Fund 15
Squar Milner Financial Services Llc 15
TPH Asset Management, LLC 15
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 15
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 15
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 15
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 15
Rydex Etf Trust 15
Delta Asset Management Llc/tn 15
XHYE - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Energy Sector ETF 15
Rothschild Investment Llc 15
Martingale Asset Management L P 15
Spring Creek Capital Llc 15
First Financial Corp /in/ 15
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 15
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 15
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 15
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 15
Janus Capital Management Llc 15
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 15
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 15
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 15
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 15
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 15
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 15
Gierl Augustine Investment Management Inc 15
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 15
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 15
Cohen & Steers, Inc. 15
Quarry LP 15
SpiderRock Trading LLC 15
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 15
ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class 15
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 15
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 15
Global X Funds 15
Exane Derivatives 15
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 15
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 15
LGT Financial Advisors LLC 15
Calton & Associates, Inc. 15
Prudential Short Duration High Yield Fund, Inc. 15
Boston Private Bank & Trust Co 15
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 15
Transce3nd, LLC 15
Private Ocean, LLC 15
GeoSphere Capital Management 15
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 15
Quad-Cities Investment Group, LLC 15
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 15
Blackrock Multi-sector Opportunities Trust 15
I.g. Investment Management, Ltd. 15
Ionic Capital Management LLC 15
Oakworth Capital, Inc. 15
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 15
TRUE Private Wealth Advisors 15
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 15
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 15
Tcwp Llc 15
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 15
Deprince Race & Zollo Inc 15
Truvestments Capital Llc 15
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 15
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 15
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 15
Candriam Luxembourg S.C.A. 15
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 15
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 15
Zweig-DiMenna Associates LLC 15
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 15
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 15
Foresters Investment Management Company, Inc. 15
Mackay Shields Llc 15
Highland Capital Management Lp 15
Kiley Juergens Wealth Management, Llc 15
SECOR Capital Advisors, LP 15
Summit Global Investments 15
Ieq Capital, Llc 15
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 15
Independent Advisor Alliance 15
Employees Retirement System of Texas 15
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 15
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 15
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 15
General Motors Investment Management Corp 15
Mutual Of America Capital Management Llc 15
Harvest Fund Management Co., Ltd 15
MOTMX - BNY MELLON FUNDS TRUST - BNY Mellon Municipal Opportunities Fund Class M 14
Ziegler Capital Management, LLC 14
Annis Gardner Whiting Capital Advisors, LLC 14
Sequoia Financial Advisors, LLC 14
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 14
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 14
Meadow Creek Investment Management LLC 14
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 14
Norden Group Llc 14
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 14
Virtus Investment Advisers, Inc. 14
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 14
Crewe Advisors LLC 14
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 14
Associated Banc-corp 14
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 14
Intellectus Partners, LLC 14
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 14
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 14
Wolff Wiese Magana Llc 14
Avalon Advisors, Llc 14
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 14
Capula Management Ltd 14
Eagle Global Advisors Llc 14
Cigna Investments Inc /new 14
Zurich Insurance Group Ltd/FI 14
SJS Investment Consulting Inc. 14
Wealthspire Advisors, LLC 14
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 14
First Personal Financial Services 14
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 14
Western Asset Municipal Partners Fund Inc. 14
Capital One, National Association 14
CGSM - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF Share Class 14
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB 14
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 14
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 14
Continuum Advisory, LLC 14
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 14
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 14
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 14
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 14
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 14
Duality Advisers, Lp 14
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 14
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 14
Quent Capital, LLC 14
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 14
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 14
Creekmur Asset Management LLC 14
Counterpoint Mutual Funds LLC 14
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 14
Teza Capital Management LLC 14
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 14
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 14
F&C Asset Management plc 14
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 14
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 14
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 14
Advance Capital I Inc 14
Bedel Financial Consulting, Inc. 14
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 14
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 14
AMG National Trust Bank 14
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 14
Aster Capital Management (DIFC) Ltd 14
Bellwether Investment Group, LLC 14
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 14
Capital Bank & Trust Co 14
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 14
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 14
Glenmede Investment Management, LP 14
USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A 14
Transamerica Partners Portfolios 14
Concord Wealth Partners 14
BFIX - Build Funds Trust - Build Bond Innovation ETF 14
MML Series Investment Fund II - MML Blend Fund Initial Class 14
Peapack Gladstone Financial Corp 14
Globeflex Capital L P 14
Voya Natural Resources Equity Income Fund 14
Hirtle Callaghan & Co LLC 14
Handelsbanken Fonder AB 14
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 14
Inscription Capital, LLC 14
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 14
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 14
Founders Financial Alliance, LLC 14
Golden State Wealth Management, LLC 14
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 14
Wagner Wealth Management, Llc 14
Blackrock Resources & Commodities Strategy Trust 14
Asset Dedication, LLC 14
STXAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Municipal High Income Fund Class A 14
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 14
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 14
Transamerica Partners Funds Group 14
Jain Global LLC 14
Baldwin Brothers Inc/ma 14
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 14
Pitcairn Co 14
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 14
Kestra Private Wealth Services, Llc 14
Campbell Multi-strategy Trust 14
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 14
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 14
Manning & Napier Group, LLC 14
Community Bank, N.A. 14
Erste Asset Management GmbH 14
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 14
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 14
Bradley Foster & Sargent Inc/ct 14
Prime Capital Investment Advisors, LLC 14
Artemis Investment Management LLP 14
Banque Cantonale Vaudoise 14
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 14
EP Wealth Advisors, Inc. 14
PIMCO Energy & Tactical Credit Opportunities Fund 14
Empowered Funds, LLC 14
Capital Performance Advisors Llp 14
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity 14
Bollard Group LLC 14
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 14
Ritholtz Wealth Management 14
State of Alaska, Department of Revenue 14
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 14
Global Financial Private Client, LLC 14
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 14
Dorsey Wright & Associates 14
Wealthfront Inc 14
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 14
Transamerica Partners Funds Group Ii 14
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 14
BlackRock ETF Trust II - BlackRock Total Return ETF 14
WASHINGTON TRUST Co 14
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 14
EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A 14
Old Mutual Global Investors (UK) Ltd. 14
Private Wealth Asset Management, LLC 14
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 14
UMA Financial Services, Inc. 14
Robeco Institutional Asset Management B.V. 14
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 14
Ethic Inc. 14
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 14
Aviance Capital Partners, LLC 14
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 14
American National Insurance Co /tx/ 14
Westwood Holdings Group Inc 14
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 14
WealthTrust Axiom LLC 14
Hm Payson & Co 14
Diametric Capital, LP 14
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 14
Investment Centers Of America Inc 14
Wealth Quarterback LLC 14
Usca Ria Llc 14
Aviance Capital Management, Llc 14
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 14
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 14
Louisiana State Employees Retirement System 14
Weaver C. Barksdale & Associates, Inc. 14
Dixon Hughes Goodman Wealth Advisors LLC 14
URTH - iShares, Inc. - iShares MSCI World ETF 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 14
NOCBX - Northern Funds - Northern Core Bond Fund 14
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 14
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 14
Capital World Investors 14
Ab Pooling Portfolios 14
Irish Life Investment Managers Ltd. 14
Peregrine Asset Advisers, Inc. 14
Azzad Asset Management Inc /adv 14
Cape Investment Advisory, Inc. 14
Rs Investment Management Co Llc 14
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 14
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 14
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 14
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 14
Guardian Wealth Advisors, LLC 14
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 14
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 14
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class 14
Calvert Investment Management, Inc. 14
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 14
Virginia Retirement System 14
IMHAX - IVY FUNDS - Ivy California Municipal High Income Fund Class A 14
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 14
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 14
Caisse De Depot Et Placement Du Quebec 14
Hartree Partners, LP 14
Kempen Capital Management N.v. 14
CVA Family Office, LLC 14
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 14
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 14
Interchange Capital Partners, LLC 14
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 14
Arden Investment Series Trust 14
Kings Point Capital Management 14
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 14
MTBAX - MAINSTAY FUNDS - MainStay MacKay Tax Free Bond Fund Class A 14
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 14
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 14
Sound Income Strategies, LLC 14
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 14
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 14
Alpha Windward Llc 14
Mfs Multimarket Income Trust 14
Td Private Client Wealth Llc 14
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 14
Blackstone / Gso Floating Rate Enhanced Income Fund 14
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 14
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 14
Sageworth Trust Co 14
Northwest & Ethical Investments L.P. 14
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 14
Tcw Group Inc 14
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 14
Concert Wealth Management Inc. 14
Beacon Pointe Advisors, LLC 14
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 14
Invictus RG 14
Ledyard National Bank 14
Independence Bank of Kentucky 14
Lenox Wealth Management, Inc. 14
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 14
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 14
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 14
Janney Capital Management LLC 14
Parametric Market Neutral Portfolio 14
Putnam Master Intermediate Income Trust 14
Horizon Kinetics LLC 14
SOUTH STATE Corp 14
Stone Ridge Asset Management LLC 14
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 14
Absolute Return Capital, LLC 14
Cambridge Trust Co 14
Lombard Odier Asset Management (USA) Corp 14
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 14
Santa Fe Partners LLC 14
Ninety One UK Ltd 14
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 14
Tibra Equities Europe Ltd 14
Western Asset Municipal High Income Fund Inc. 14
Axq Capital, Lp 14
Maryland State Retirement & Pension System 14
Nebula Research & Development LLC 14
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 14
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 14
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 14
Blackrock Muniyield California Quality Fund, Inc. 14
Csenge Advisory Group 14
MUFG Securities EMEA plc 14
Quest Capital Management Inc /adv 14
Alexandria Capital, LLC 14
IXC - iSHARES TRUST - iShares Global Energy ETF 14
Donoghue Forlines LLC 14
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 14
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 14
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 14
Rodgers Brothers Inc. 14
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 14
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 14
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 14
Pinnacle Bancorp, Inc. 14
Fred Alger Management, Llc 14
Prudential Global Short Duration High Yield Fund, Inc. 14
Lake Point Wealth Management 14
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 14
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 14
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 14
Kornitzer Capital Management Inc /ks 14
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 14
Herndon Capital Management Llc 13
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio 13
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 13
Blackrock Enhanced Capital & Income Fund, Inc. 13
Western Asset Income Fund 13
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 13
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 13
Bellwether Advisors, LLC 13
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 13
Callan Family Office, LLC 13
Longfellow Investment Management Co Llc 13
ICA Group Wealth Management, LLC 13
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 13
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 13
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 13
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 13
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 13
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 13
Greenland Capital Management LP 13
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 13
Western Asset Investment Grade Defined Opportunity Trust Inc. 13
Universal- Beteiligungs- und Servicegesellschaft mbH 13
Addison Advisors LLC 13
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 13
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 13
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 13
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 13
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 13
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 13
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 13
Opal Wealth Advisors, LLC 13
Advisor Partners Ii, Llc 13
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 13
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 13
Aberdeen Asia-pacific Income Fund Inc 13
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 13
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 13
Clough Global Opportunities Fund 13
Sargent Bickham Lagudis LLC 13
Fidelis Capital Partners, LLC 13
BlackRock Multi-Sector Opportunities Trust II 13
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 13
Winton Diversified Opportunities Fund 13
Securian Asset Management, Inc 13
Pittenger & Anderson Inc 13
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF 13
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 13
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 13
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 13
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 13
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 13
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 13
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 13
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 13
ETHYX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance High Yield Municipal Income Fund Class A 13
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 13
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 13
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 13
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 13
Benjamin Edwards Inc 13
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 13
FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund 13
Chicago Equity Partners Llc 13
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 13
Next Financial Holdings 13
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 13
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 13
Venture Visionary Partners LLC 13
C M Bidwell & Associates Ltd 13
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 13
New York Life Investment Management Llc 13
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 13
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 13
HBK Sorce Advisory LLC 13
Arcadia Investment Management Corp/mi 13
Kore Private Wealth LLC 13
Zeke Capital Advisors, Llc 13
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 13
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 13
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 13
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 13
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 13
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF 13
Parametrica Management Ltd 13
Oliver Lagore Vanvalin Investment Group 13
BBVA USA Bancshares, Inc. 13
Atwood & Palmer Inc 13
Miller Howard Investments Inc /ny 13
Perpetual Ltd 13
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 13
First Heartland Consultants, Inc. 13
Palladium Partners Llc 13
Osborn Rohs Williams & Donohoe Ltd 13
Jaffetilchin Investment Partners, LLC 13
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 13
Joel Isaacson & Co., LLC 13
BI Asset Management Fondsmaeglerselskab A/S 13
Nikko Asset Management Americas, Inc. 13
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 13
Verdence Capital Advisors LLC 13
Ativo Capital Management LLC 13
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class 13
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 13
Rothschild Investment Corp /il 13
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 13
Meritage Portfolio Management 13
W.G. Shaheen & Associates DBA Whitney & Co 13
Apollon Wealth Management, LLC 13
Mount Lucas Management LP 13
Aptus Capital Advisors, LLC 13
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 13
Overbrook Management Corp 13
RR Advisors, LLC 13
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 13
HighVista Strategies LLC 13
Calamos Advisors LLC 13
Mycio Wealth Partners, Llc 13
BOK Financial Private Wealth, Inc. 13
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 13
Korea Investment CORP 13
Camarda Financial Advisors, LLC 13
Newgate Capital Management Llc 13
Cary Street Partner Investment Advisory Llc 13
Kestra Investment Management, LLC 13
Wiley Bros.-aintree Capital, Llc 13
Hexavest Inc. 13
Retirement Systems of Alabama 13
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 13
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF 13
PSI Advisors, LLC 13
Rosenberg Matthew Hamilton 13
Foundry Partners, LLC 13
GW&K Investment Management, LLC 13
Disciplined Investments, LLC 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 13
WR Wealth Planners, LLC 13
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 13
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 13
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 13
First PREMIER Bank 13
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 13
Kelly Financial Services LLC 13
New England Research & Management, Inc. 13
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 13
Detwiler Fenton Investment Management LLC 13
Baker Avenue Asset Management, LP 13
Gulf International Bank (UK) Ltd 13
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 13
Corebridge Financial, Inc. 13
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 13
Gargoyle Investment Advisor L.L.C. 13
Willingdon Wealth Management 13
Daiwa Securities Group Inc. 13
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 13
Utah Retirement Systems 13
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares 13
AllSquare Wealth Management LLC 13
Selective Wealth Management, Inc. 13
Destination Wealth Management 13
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 13
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 13
Lucus Advisors Llc 13
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 13
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 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
MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A 13
Wedge Capital Management L L P/nc 13
Searle & Co. 13
Koch Industries Inc 13
Advisory Research Inc 13
Diversified Trust Co 13
FLDFX - Meeder Funds - BALANCED FUND Retail Class 13
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 13
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 13
Pacitti Group Inc. 13
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 13
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 13
Highland Capital Management, Llc 13
Cornercap Investment Counsel Inc 13
Gamco Investors, Inc. Et Al 13
Wbi Investments, Inc. 13
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 13
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 13
Grove Bank & Trust 13
Kapitalo Investimentos Ltda 13
Mizuho Trust & Banking Co., Ltd. 13
Renaissance Group Llc 13
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 13
Shapiro Robert N 13
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 13
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 13
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 13
Gideon Capital Advisors, Inc. 13
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 13
Personal Cfo Solutions, Llc 13
Entropy Technologies, LP 13
Financial Counselors Inc 13
Marathon Trading Investment Management LLC 13
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 13
Capital Asset Advisory Services LLC 13
Adams Natural Resources Fund, Inc. 13
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 13
Williams Jones & Associates LLC 13
TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A 13
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 13
Financial Network Wealth Advisors LLC 13
THIMX - THORNBURG INVESTMENT TRUST - Thornburg Intermediate Municipal Fund - Class A 13
Bailard, Inc. 13
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 13
Signet Financial Management, Llc 13
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 13
Avidian Wealth Solutions, LLC 13
Lombard Odier Asset Management (Switzerland) SA 13
Allstate Corp 13
Shay Capital LLC 13
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 13
Quest Partners LLC 13
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 13
Private Wealth Management Group, LLC 13
Americana Partners, LLC 13
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 13
Dubuque Bank & Trust Co 13
CapWealth Advisors, LLC 13
Allegis Investment Advisors, LLC 13
Bare Financial Services, Inc 13
DiNuzzo Private Wealth, Inc. 13
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 13
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 13
Corton Capital Inc. 13
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 13
Prudential Plc 13
Arrowgrass Capital Partners (us) Lp 13
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 13
BerganKDV Wealth Management, LLC 13
Ingalls & Snyder Llc 13
BlueCrest Capital Management LLP 13
Haber Trilix Advisors, Lp 13
SevenBridge Financial Group, LLC 13
First Horizon Corp 13
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 13
Bruce G. Allen Investments, LLC 13
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 13
Anchor Investment Management, LLC 13
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 13
Corient Capital Partners, LLC 13
Savior LLC 13
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 13
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 13
Northwest Wealth Management, Llc 13
CRAK - VanEck Vectors ETF Trust - VanEck Vectors Oil Refiners ETF 13
Maven Securities LTD 13
Empirical Finance, LLC 13
Point72 Europe (London) LLP 13
Tyers Asset Management LLC 13
Syon Capital Llc 13
Nbc Securities, Inc. 13
Merit Financial Group, LLC 13
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 13
Centenus Global Management, Lp 13
Ridgewood Investments LLC 13
SpiderRock Advisors, LLC 13
YorkBridge Wealth Partners, LLC 13
Eagle Bay Advisors LLC 13
180 Wealth Advisors, Llc 13
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 13
Banco Bilbao Vizcaya Argentaria, S.a. 13
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 13
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 13
Standard Life Aberdeen plc 13
Cerebellum GP, LLC 13
IFG Advisory, LLC 13
Lighthouse Investment Partners, LLC 13
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 13
Bbva Usa 13
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 13
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 13
Redwood Investment Management, Llc 13
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 13
Fidelity Central Investment Portfolios LLC - Fidelity Energy Central Fund 13
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 13
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 13
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 13
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 13
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 13
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 13
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 13
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 13
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 13
Delaware Vip Trust - Delaware Vip Value Series Standard Class 13
Vantage Consulting Group Inc 13
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 13
Nuveen Real Asset Income & Growth Fund 13
Barings Global Short Duration High Yield Fund 13
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF 13
Monetary Management Group Inc 13
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 13
Kayne Anderson Rudnick Investment Management Llc 13
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 13
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 13
Clarus Wealth Advisors 13
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 13
American Funds Insurance Series 13
Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) 13
FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares 13
Claraphi Advisory Network, LLC 13
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 13
Column Capital Advisors, LLC 13
Segall Bryant & Hamill, Llc 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 13
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 13
KIFAX - Forward Funds - Salient Select Income Fund Class A 13
State Of Michigan Retirement System 12
Illinois Municipal Retirement Fund 12
Palisade Capital Management Llc/nj 12
TrimTabs Asset Management, LLC 12
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 12
UniSuper Management Pty Ltd 12
Toth Financial Advisory Corp 12
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 12
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 12
Mirabella Financial Services Llp 12
Confluence Investment Management Llc 12
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 12
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 12
Comerica Securities,inc. 12
PWZ - Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF 12
Obermeyer Wood Investment Counsel, Lllp 12
MCF Advisors LLC 12
WealthStone, Inc. 12
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 12
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 12
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 12
Integrated Advisors Network LLC 12
Tlp Group Llc 12
Voya Global Equity Dividend & Premium Opportunity Fund 12
Sanctuary Advisors, LLC 12
Chiron Capital Management, Llc 12
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 12
Usaa Etf Trust 12
Nvwm, Llc 12
Forward Management, LLC 12
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 12
Covalis Capital Llp 12
GeoWealth Management, LLC 12
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 12
PIMAX - Pioneer Series Trust V - Pioneer High Income Municipal Fund : Class A 12
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 12
Tsfg, Llc 12
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 12
Retirement Group, LLC 12
Chilton Capital Management Llc 12
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 12
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 12
Tri-continental Corp 12
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I 12
Rise Advisors, LLC 12
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 12
Kennedy Capital Management, Inc. 12
BFOR - ALPS ETF Trust - Barron's 400 ETF 12
Bourgeon Capital Management Llc 12
Perella Weinberg Partners Capital Management LP 12
Accurate Wealth Management, LLC 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 12
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 12
NewEdge Wealth, LLC 12
Denver Investment Advisors Llc 12
Rockefeller Financial Services Inc 12
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 12
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 12
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 12
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 12
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 12
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 12
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 12
Atomi Financial Group, Inc. 12
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 12
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 12
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 12
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 12
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 12
Gryphon Financial Partners LLC 12
AQGNX - AQR Funds - AQR Global Equity Fund Class N 12
Bank Of Hawaii 12
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 12
Alambic Investment Management, L.P. 12
Altshuler Shaham Ltd 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 12
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 12
Retirement Planning Co of New England, Inc. 12
Alpha Cubed Investments, LLC 12
IGE - iSHARES TRUST - iShares North American Natural Resources ETF 12
American National Registered Investment Advisor, Inc. 12
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 12
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 12
Green Square Capital Advisors Llc 12
Clough Global Equity Fund 12
DAACX - Adviser Managed Trust - Diversified Equity Fund 12
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 12
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 12
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 12
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 12
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 12
Snow Capital Management Lp 12
Amalgamated Financial Corp. 12
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 12
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 12
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 12
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 12
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 12
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 12
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 12
Anson Funds Management LP 12
U.S. Capital Wealth Advisors, LLC 12
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 12
Fort Washington Investment Advisors Inc /oh/ 12
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 12
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A 12
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 12
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 12
Pekin Hardy Strauss, Inc. 12
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 12
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 12
Comerica Securities Inc 12
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 12
TradeLink Global Equity LLC 12
Hollencrest Capital Management 12
Nuveen Diversified Dividend & Income Fund 12
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 12
Eaton Vance Senior Income Trust 12
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A 12
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 12
Activest Wealth Management 12
Syverson Strege & Co 12
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 12
Paulson Wealth Management Inc. 12
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 12
Westfield Capital Management Co Lp 12
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A 12
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 12
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 12
Fdp Series, Inc. 12
Point72 Middle East FZE 12
New Mexico Educational Retirement Board 12
Western Asset Intermediate Muni Fund Inc. 12
Pinnacle Associates Ltd 12
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 12
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 12
Lincoln National Corp 12
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 12
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 12
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 12
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 12
Cahill Financial Advisors Inc 12
Cca Investments Trust 12
West Tower Group, LLC 12
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 12
Western Asset Emerging Markets Debt Fund Inc. 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 12
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 12
Rotella Capital Management, Inc. 12
Principal Diversified Select Real Asset Fund 12
Estabrook Capital Management 12
RBF Capital, LLC 12
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 12
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 12
Credit Capital Investments LLC 12
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 12
Crestline Management, LP 12
Sherbrooke Park Advisers Llc 12
Clear Harbor Asset Management, LLC 12
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 12
Manager Directed Portfolios - Pemberwick Fund Shares 12
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF 12
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 12
Mizuho Securities Usa Llc 12
Livforsakringsbolaget Skandia, Omsesidigt 12
Kiwi Wealth Investments Limited Partnership 12
Integrated Wealth Management 12
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 12
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 12
Grisanti Capital Management LLC 12
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 12
Blackstone Group Inc 12
Thurston, Springer, Miller, Herd & Titak, Inc. 12
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 12
Munder Series Trust 12
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 12
Beaird Harris Wealth Management, LLC 12
Duff & Phelps Investment Management Co 12
LRI Investments, LLC 12
Williams Jones Wealth Management, LLC. 12
Spectrum Management Group, LLC 12
USA Financial Portformulas Corp 12
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 12
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 12
Lingohr & Partner Asset Management GmbH 12
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 12
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 12
Payden & Rygel 12
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 12
Sit Investment Associates Inc 12
Certified Advisory Corp 12
Putnam Fl Investment Management Co 12
Dfa Investment Trust Co - The Emerging Markets Series 12
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 12
Discovery Capital Management, Llc / Ct 12
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 12
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 12
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 12
Delphia (USA) Inc. 12
Fayez Sarofim & Co 12
Lebenthal Asset Management, LLC 12
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 12
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 12
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 12
Barometer Capital Management Inc. 12
CWA Asset Management Group, LLC 12
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 12
Hemington Wealth Management 12
Coastline Trust Co 12
PRW Wealth Management LLC 12
Fortitude Advisory Group L.L.C. 12
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A) 12
Gateway Investment Advisers Llc 12
Matarin Capital Management, LLC 12
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 12
Foster & Motley Inc 12
Register Financial Advisors LLC 12
UMBAX - UBS FUNDS - UBS Municipal Bond Fund Class A 12
Country Trust Bank 12
AT Bancorp 12
City National Bank 12
Castleview Partners, Llc 12
Inspire Advisors, LLC 12
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 12
Global Wealth Management Investment Advisory, Inc. 12
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 12
Park Square Financial Group, LLC 12
Virtue Capital Management, LLC 12
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 12
Kms Financial Services, Inc 12
Maple Securities Usa Inc 12
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 12
Shine Investment Advisory Services Inc 12
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 12
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 12
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 12
Capital Investment Advisors, LLC 12
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 12
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 12
AAHMX - Aberdeen Funds - Aberdeen Short Duration High Yield Municipal Fund (formerly Aberdeen High Yield Managed Duration Municipal Fund) Class A 12
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 12
Whitnell & Co. 12
Twin Peaks Wealth Advisors, LLC 12
Lehman Financial Resources, Inc. 12
Quotient Investors, LLC 12
Ballentine Partners, LLC 12
Barnett & Company, Inc. 12
Arete Wealth Advisors, LLC 12
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 12
Wright Investors Service Inc 12
Vise Technologies, Inc. 12
Polaris Wealth Advisory Group, LLC 12
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 12
Brown Advisory Securities, LLC 12
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 12
Rsm Us Wealth Management Llc 12
ACG Wealth 12
GSAAX - GOLDMAN SACHS TRUST - Goldman Sachs Municipal Income Completion Fund Separate Account Institutional Shares 12
Jacobi Capital Management LLC 12
Wealthfront Advisers Llc 12
Waratah Capital Advisors Ltd. 12
Advisory Alpha, LLC 12
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 12
Total Clarity Wealth Management, Inc. 12
Caas Capital Management Lp 12
Nelson Capital Management, LLC 12
Exencial Wealth Advisors, Llc 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 12
Ellis Investment Partners, LLC 12
Lake Street Advisors Group, Llc 12
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 12
Intrust Bank Na 12
Point72 (DIFC) Ltd 12
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 12
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 12
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 12
Aspire Private Capital, LLC 12
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 12
Lmcg Investments, Llc 12
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF 12
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 12
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 12
GRES - IndexIQ ETF Trust - IQ Global Resources ETF 12
Frontier Investment Mgmt Co 12
Precocity Capital LP 12
KAMES CAPITAL plc 12
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 12
American National Bank 12
Ashton Thomas Securities, Llc 12
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 12
Laurel Wealth Advisors, Inc. 12
Oakbrook Investments Llc 12
Symmetry Partners, LLC 12
Qtron Investments LLC 12
Roosevelt Investment Group Llc 12
Evolution Wealth Advisors, LLC 12
Qci Asset Management Inc/ny 12
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 12
Griffin Asset Management, Inc. 12
Total Investment Management Inc 12
Wesbanco Bank Inc 12
Levin Capital Strategies, L.p. 12
Childress Capital Advisors, Llc 12
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 12
Cranbrook Wealth Management, LLC 12
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 12
Freestone Grove Partners LP 12
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 12
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 12
Envestnet Portfolio Solutions, Inc. 12
Linscomb & Williams, Inc. 12
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 12
Axiom Investment Management LLC 12
Sutton Wealth Advisors Inc. 12
Bridgeworth, LLC 12
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF 12
EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A 12
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 12
Truewealth Llc 12
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 12
VSR Financial Services, Inc. 12
Private Capital Advisors, Inc. 12
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 12
Vectors Research Management, LLC 12
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 12
Founders Capital Management 12
TFC Financial Management 12
Nwam Llc 12
Bowling Portfolio Management LLC 12
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 12
Integrated Investment Consultants, LLC 12
Achmea Investment Management B.V. 12
Garrett Wealth Advisory Group, LLC 12
SPX Equities Gestao de Recursos Ltda 12
Lido Advisors, LLC 12
Liberty Wealth Management Llc 12
Adams Diversified Equity Fund, Inc. 12
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 12
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 12
Merewether Investment Management, LP 12
Easterly Investment Partners Llc 12
Wakefield Asset Management LLLP 12
Colony Group, LLC 12
Gables Capital Management Inc. 12
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF 12
Ahrens Investment Partners LLC 12
Cromwell Holdings LLC 12
Bramshill Investments, LLC 12
RPG Investment Advisory, LLC 12
Sierra Ocean, Llc 12
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 12
Enlightenment Research, LLC 12
Edge Advisors, Llc 12
Legacy Advisors, LLC 12
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 12
Bayforest Capital Ltd 12
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 12
Whipplewood Advisors, LLC 12
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 12
Bogle Investment Management L P /de/ 12
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 12
Tarbox Family Office, Inc. 12
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional 12
Ballew Advisors, Inc 12
True Link Financial Advisors, LLC 12
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 12
DC Investments Management, LLC 12
Redhawk Wealth Advisors, Inc. 12
First City Capital Management, Inc. 12
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 12
Pacific Capital Wealth Advisors, Inc 12
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 12
Ashburton (Jersey) Ltd 12
Energy Opportunities Capital Management, LLC 12
Perritt Capital Management Inc 12
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 12
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 12
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 12
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 12
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 12
First Midwest Bank Trust Division 12
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 12
Securian Funds Trust - SFT Core Bond Fund Class 1 12
Kingsview Wealth Management, LLC 11
Kovack Advisors, Inc. 11
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 11
Tiverton Asset Management Llc 11
Security National Trust Co 11
First Bank & Trust 11
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 11
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 11
Eaton Vance Senior Floating Rate Trust 11
Simon Quick Advisors, Llc 11
Copeland Capital Management, LLC 11
Baker Ellis Asset Management LLC 11
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 11
First Command Bank 11
Eudaimonia Partners, LLC 11
First Command Financial Services, Inc. 11
Perkins Investment Management, LLC 11
DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I 11
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 11
Perkins Coie Trust Co 11
GHYMX - GLENMEDE FUND INC - High Yield Municipal Portfolio 11
Central Bank & Trust Co 11
Northpointe Capital Llc 11
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 11
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 11
M&r Capital Management Inc 11
MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A 11
Riverview Trust Co 11
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 11
Pineridge Advisors LLC 11
Planning Capital Management Corp 11
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 11
Mascagni Wealth Management, Inc. 11
ICONIQ Capital, LLC 11
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 11
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 11
Farmers & Merchants Trust Co of Chambersburg PA 11
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 11
Wealthbridge Capital Management, Llc 11
Heartland Advisors Inc 11
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 11
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 11
Premia Global Advisors, Llc 11
Cantab Capital Partners LLP 11
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 11
Scout Investments, Inc. 11
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 11
Sentry Investment Management Llc 11
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 11
Interval Partners, LP 11
Thomasville National Bank 11
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 11
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 11
West Oak Capital, LLC 11
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II 11
Eastern Bank 11
Caitlin John, LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 11
Mitsubishi UFJ Securities Holdings Co., Ltd. 11
Whitener Capital Management, Inc. 11
First Trust High Income Long/short Fund 11
Garde Capital, Inc. 11
John Hancock Investors Trust 11
Visionary Asset Management, Inc. 11
Mfs High Yield Municipal Trust 11
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 11
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 11
Counsel Portfolio Services Inc. 11
Cramer Rosenthal Mcglynn Llc 11
Royal London Asset Management Ltd 11
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 11
HSBC FUNDS - HSBC Strategic Income Fund Class A 11
Principia Wealth Advisory, LLC 11
Ford Financial Group, LLC 11
Cassady Schiller Wealth Management, LLC 11
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 11
Rakuten Securities, Inc. 11
Xponance, Inc. 11
Intrinsic Edge Capital Management LLC 11
Syntal Capital Partners, LLC 11
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 11
Princeton Global Asset Management LLC 11
McAdam, LLC 11
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 11
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 11
Capital Growth Management Lp 11
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 11
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 11
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 11
Atlantic Trust, LLC 11
LKBAX - LKCM Funds - LKCM Balanced Fund 11
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 11
FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 11
Fortis Capital Advisors, LLC 11
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 11
Cordant, Inc. 11
NRGDX - INTEGRITY FUNDS - Integrity Energized Dividend Fund , Class A 11
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 11
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 11
Tahithromos, L.L.C. 11
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 11
Recurrent Investment Advisors LLC 11
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 11
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 11
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 11
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 11
Qsemble Capital Management, LP 11
Baltimore-Washington Financial Advisors, Inc. 11
Archer Investment Corp 11
Vestmark Advisory Solutions, Inc. 11
Homrich & Berg 11
Klp Kapitalforvaltning As 11
361 Capital Llc 11
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 11
Altfest L J & Co Inc 11
IBM Retirement Fund 11
Tortoise Investment Management, LLC 11
Windsor Capital Management, LLC 11
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 11
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 11
Concentric Capital Strategies, LP 11
Polianta Ltd 11
Congress Wealth Management LLC / DE / 11
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 11
Claybrook Capital, LLC 11
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 11
Inceptionr Llc 11
TCTC Holdings, LLC 11
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 11
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 11
Vollero Beach Capital Partners LLC 11
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 11
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 11
Saturna Capital CORP 11
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 11
Eaton Vance California Municipal Income Trust 11
Neo Ivy Capital Management 11
Mason Street Advisors, Llc 11
Harbor Capital Advisors, Inc. 11
National Pension Service 11
Hussman Strategic Advisors, Inc. 11
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) 11
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 11
Menora Mivtachim Holdings Ltd. 11
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 11
Clarkston Capital Partners, LLC 11
Hilltop Holdings Inc. 11
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 11
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas 11
Fort, L.p. 11
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 11
Montag A & Associates Inc 11
WealthCollab, LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 11
Park National Corp /oh/ 11
Highline Wealth Partners Llc 11
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 11
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 11
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 11
APBAX - Cavanal Hill Funds - Active Core Fund Investor 11
Paces Ferry Wealth Advisors, Llc 11
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 11
Arden Trust Co 11
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 11
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 11
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 11
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 11
TradeLink Capital LLC 11
Duncker Streett & Co Inc 11
Ikos Cif Ltd 11
Clarius Group, LLC 11
V Wealth Advisors LLC 11
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 11
Sun Life Financial Inc 11
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 11
Pacifica Partners Inc. 11
Athanor Capital, Lp 11
HighMark Wealth Management LLC 11
Arlington Trust Co LLC 11
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 11
KCTAX - DEUTSCHE DWS STATE TAX-FREE INCOME SERIES - DWS California Tax-Free Income Fund Class A 11
Kepos Capital LP 11
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 11
Hanson & Doremus Investment Management 11
Richard Bernstein Advisors LLC 11
Blackhawk Capital Partners LLC. 11
BRC Investment Management LLC 11
Mariner Wealth Advisors-NYC, LLC 11
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 11
Susquehanna Portfolio Strategies, LLC 11
Beck Capital Management, Llc 11
Quinn Opportunity Partners LLC 11
Van Hulzen Asset Management, LLC 11
Institute for Wealth Management, LLC. 11
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 11
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 11
Laffer Investments 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 11
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 11
Jump Trading, LLC 11
Cobalt Capital Management, Inc. 11
Gladstone Institutional Advisory LLC 11
Cambiar Investors Llc 11
Caldwell Securities, Inc 11
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 11
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 11
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 11
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 11
USS Investment Management Ltd 11
Triad Wealth Partners, LLC 11
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 11
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 11
Roble, Belko & Company, Inc 11
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 11
Solstein Capital, LLC 11
Acorn Wealth Advisors, LLC 11
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 11
3G Capital Partners LP 11
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 11
Eaton Vance Floating-rate Income Trust 11
Albion Financial Group /ut 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 11
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 11
IMA Wealth, Inc. 11
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class 11
Webster Bank, N. A. 11
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 11
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 11
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 11
Knights of Columbus Asset Advisors LLC 11
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 11
Dividend Asset Capital, Llc 11
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 11
Insigneo Advisory Services, Llc 11
Harvest Investment Services, LLC 11
Paragon Capital Management Ltd 11
Hodges Capital Management Inc. 11
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 11
Orrstown Financial Services Inc 11
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 11
Royal Fund Management, LLC 11
Mercer Capital Advisers, Inc. 11
MPNIX - BNY MELLON FUNDS TRUST - BNY Mellon National Intermediate Municipal Bond Fund Class M Shares 11
Nachman Norwood & Parrott, Inc 11
McAdams Wright Ragen, Inc. 11
Palmer Square Opportunistic Income Fund 11
Byrne Asset Management LLC 11
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 11
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 11
Gluskin Sheff & Assoc Inc 11
Mn Services Vermogensbeheer B.V. 11
Bristlecone Advisors, LLC 11
Tdam Usa Inc. 11
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 11
Amerivest Investment Management LLC 11
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 11
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 11
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 11
Aaron Wealth Advisors LLC 11
Forum Financial Management, LP 11
Antonetti Capital Management LLC 11
Horan Securities, Inc. 11
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 11
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 11
Stoneridge Investment Partners Llc 11
Oppenheimer Quest For Value Funds 11
Ascend Capital, Llc 11
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 11
Alpha Paradigm Partners, LLC 11
West Branch Capital LLC 11
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class 11
Annapolis Financial Services, LLC 11
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 11
Alethea Capital Management, Llc 11
Intact Investment Management Inc. 11
Impact Partnership Wealth, LLC 11
Ferris Capital, Llc 11
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 11
Aberdeen Asset Management Plc/uk 11
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 11
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 11
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 11
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 11
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 11
Altus Wealth Group LLC 11
Columbia Partners L L C Investment Management 11
Kovitz Investment Group Partners, LLC 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 11
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 11
Alpine Woods Capital Investors, Llc 11
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 11
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 11
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 11
Lombard Odier Asset Management (Europe) Ltd 11
Cushing Energy Income Fund 11
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF 11
Girard Partners Ltd. 11
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 11
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 11
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 11
M&g Investment Management Ltd 11
Strategic Blueprint, LLC 11
Rialto Wealth Management, LLC 11
Waddell & Reed Advisors Funds 11
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 11
Wasatch Advisors Inc 11
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 11
Alpha DNA Investment Management LLC 11
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 11
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 11
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A 11
Impala Asset Management LLC 11
Simmons Bank 11
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 11
Armstrong Advisory Group, Inc 11
Kb Financial Partners, Llc 11
Minichmacgregor Wealth Management, Llc 11
D'Orazio & Associates, Inc. 11
Colonial Trust Advisors 11
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 11
R Squared Ltd 11
Banco Santander, S.A. 11
Engrave Wealth Partners LLC 11
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 11
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 11
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 11
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 11
Bank Of Nova Scotia Trust Co 11
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 11
Wood Tarver Financial Group, LLC 11
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 11
Voleon Capital Management Lp 11
Trust Investment Advisors 11
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 11
Hilltop National Bank 11
Mountain Capital Investment Advisors, Inc 11
Bmc Fund Inc 11
Ameriflex Group, Inc. 11
Cnh Partners Llc 11
Old Second National Bank Of Aurora 11
Nuveen Fund Advisors, LLC 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 11
Kilter Group LLC 11
Partnervest Advisory Services LLC 11
Heck Capital Advisors, LLC 11
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 11
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 11
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 11
Cavalier Investments, LLC 11
Greenwood Capital Associates Llc 11
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 11
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 11
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 11
Natixis Investment Managers International 11
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 11
Harbour Capital Advisors, LLC 11
Arlington Partners LLC 11
Ronald Blue & Co Llc 11
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 11
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 11
Gf Fund Management Co. Ltd. 11
GHP Investment Advisors, Inc. 11
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 11
tru Independence LLC 11
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 11
Keeley-Teton Advisors, LLC 11
Mediolanum International Funds Ltd 11
CTC Alternative Strategies, Ltd. 11
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 11
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 11
Omnia Family Wealth, LLC 11
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 11
Valued Wealth Advisors LLC 11
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 11
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 11
Cantor Fitzgerald, L. P. 11
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 11
Andra AP-fonden 11
ProVise Management Group, LLC 11
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 11
Redwood Wealth Management Group, LLC 11
Rothschild Asset Management Inc 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 11
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 11
Kayne Anderson Capital Advisors Lp 11
Glg Llc 11
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 11
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 11
IYE - iSHARES TRUST - iShares U.S. Energy ETF 11
Level Four Advisory Services, Llc 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 11
GHAAX - VanEck Funds - Global Hard Assets Fund Class A 11
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class 11
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 11
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 11
Emerald Investment Partners, Llc 11
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 11
Price Wealth Management, Inc. 11
Jnl Variable Fund Llc - Jnl/mellon Energy Sector Fund (a) 11
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 11
Santori & Peters, Inc. 11
Shepherd Kaplan Krochuk, Llc 11
Well Done, LLC 11
Hara Capital LLC 11
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 11
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 11
Moisand Fitzgerald Tamayo, LLC 11
Capital Advisors Inc/ok 11
Raleigh Capital Management Inc. 11
Treasurer of the State of North Carolina 11
Alphacrest Capital Management Llc 11
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 11
Abound Wealth Management 11
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 11
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 11
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 11
Scopus Asset Management, L.p. 11
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 11
Trustmark National Bank Trust Department 11
Castle Hook Partners LP 11
Taconic Capital Advisors LP 11
Doyle Wealth Management 11
Symmetry Investments LP 11
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 11
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 11
Fortis Advisors, LLC 11
Xact Kapitalforvaltning AB 11
Rockbridge Investment Management, LCC 11
Portside Wealth Group, LLC 11
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 11
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 11
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 11
Bridges Investment Management Inc 11
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 11
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 11
Householder Group Estate & Retirement Specialist, LLC 11
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 11
WPG Advisers, LLC 11
Keel Point, LLC 11
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II 11
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 11
Atticus Wealth Management, Llc 11
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 11
PDS Planning, Inc 10
Gyon Technologies Capital Management, LP 10
Conning Inc. 10
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 10
PRTAX - T. Rowe Price Tax-Free Income Fund, Inc. - T. Rowe Price Tax-Free Income Fund, Inc. 10
Midas Management Corp 10
Oppenheimer International Bond Fund 10
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 10
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 10
Dunhill Financial, LLC 10
Amica Mutual Insurance Co 10
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 10
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 10
Global Wealth Strategies & Associates 10
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 10
IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF 10
Gilman Hill Asset Management, LLC 10
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 10
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 10
Miller/howard High Income Equity Fund 10
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 10
FLMI - Franklin Templeton ETF Trust - Franklin Liberty Intermediate Municipal Opportunities ETF 10
Bienville Capital Management, LLC 10
JTC Employer Solutions Trusteee Ltd 10
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 10
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 10
Qrg Capital Management, Inc. 10
Moloney Securities Asset Management, LLC 10
Claris Advisors, Llc / Mo / 10
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 10
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 10
IWB - iSHARES TRUST - iShares Russell 1000 ETF 10
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 10
Icon Wealth Advisors, LLC 10
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 10
Buckingham Strategic Wealth, Llc 10
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 10
Smith Group Asset Management, LLC 10
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 10
eCIO, Inc. 10
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 10
Stevens First Principles Investment Advisors 10
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 10
Brown, Lisle/cummings, Inc. 10
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 10
Jackson Hole Capital Partners, LLC 10
Providence Capital Advisors, LLC 10
GFS Advisors, LLC 10
Rathbone Brothers plc 10
Bruderman Asset Management, LLC 10
American Independence Funds Trust 10
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 10
Mendota Financial Group, LLC 10
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 10
Investors Capital Advisory Services 10
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 10
Sanders Morris Harris Llc 10
Herold Advisors, Inc. 10
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 10
Glass Jacobson Investment Advisors llc 10
Golden State Equity Partners 10
Wayfinding Financial, LLC 10
Neuburgh Advisers LLC 10
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 10
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 10
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 10
Bleakley Financial Group, LLC 10
Equitec Proprietary Markets, Llc 10
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 10
Dana Investment Advisors, Inc. 10
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 10
Mfs Municipal Income Trust 10
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 10
Sachetta, LLC 10
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 10
Colonial Trust Co / SC 10
Cary Street Partners Financial Llc 10
Voya Financial Advisors, Inc. 10
B. Metzler seel. Sohn & Co. AG 10
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 10
Nuveen High Income November 2021 Target Term Fund 10
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 10
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 10
Bray Capital Advisors 10
RWM Asset Management, LLC 10
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 10
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 10
Regent Peak Wealth Advisors LLC 10
PIMCO Flexible Municipal Income Fund 10
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 10
Norinchukin Bank, The 10
Everence Capital Management Inc 10
ORNCX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester High Yield Municipal Fund Class C 10
Origin Asset Management LLP 10
Gabelli Dividend & Income Trust 10
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 10
Nuveen Core Equity Alpha Fund 10
Brighton Jones Llc 10
Kathmere Capital Management, LLC 10
Nuveen S&p 500 Dynamic Overwrite Fund 10
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 10
Global Macro Portfolio - Global Macro Portfolio 10
SYSTM Wealth Solutions LLC 10
Heritage Wealth Advisors 10
Cidel Asset Management Inc 10
Euclid Advisors LLC 10
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 10
Reliance Trust Co Of Delaware 10
John Hancock Income Securities Trust 10
EPG Wealth Management LLC 10
Quilter Plc 10
Allegheny Financial Group LTD 10
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 10
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 10
Barrett Asset Management, LLC 10
Chartwell Investment Partners, Llc 10
Delos Wealth Advisors, LLC 10
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 10
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 10
Northern Capital Management Llc 10
Ascent Group, LLC 10
Next Capital Management LLC 10
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 10
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 10
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 10
1st Global Advisors, Inc. 10
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 10
GSB Wealth Management, LLC 10
Jupiter Asset Management Ltd 10
Citizens Business Bank 10
Mfs High Income Municipal Trust 10
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 10
Livingston Group Asset Management CO (operating as Southport Capital Management) 10
Western Asset/claymore Inflation-linked Opportunities & Income Fund 10
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 10
Park Place Capital Corp 10
Schechter Investment Advisors, LLC 10
SCP Investment, LP 10
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 10
SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A 10
Geneva Advisors, LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 10
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 10
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 10
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 10
AdvisorShares Investments LLC 10
Kula Investments, LLC 10
Gerstein Fisher 10
Crescent Capital Consulting, LLC 10
Worth Asset Management, LLC 10
SBDAX - SEI TAX EXEMPT TRUST - STET CALIFORNIA MUNICIPAL BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 10
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF 10
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 10
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 10
HighTower Trust Services, LTA 10
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 10
Bell Bank 10
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 10
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 10
Fairfield, Bush & Co. 10
Psagot Value Holdings Ltd. / (Israel) 10
Binnacle Investments Inc 10
CHICAGO TRUST Co NA 10
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 10
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 10
Echo Street Capital Management LLC 10
CoreFirst Bank & Trust 10
Miles Capital, Inc. 10
Personal Capital Advisors Corp 10
Boston Trust Walden Corp 10
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 10
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 10
WESPAC Advisors SoCal, LLC 10
Sterne Agee Group, Inc. 10
Indiana Trust & Investment Management CO 10
Cornerstone Investment Partners, LLC 10
TD Capital Management LLC 10
Beacon Capital Management, LLC 10
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 10
ARS Investment Partners, LLC 10
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 10
Lucas Capital Management 10
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 10
Deroy & Devereaux Private Investment Counsel Inc 10
Li Winifred I 10
Charter Trust Co 10
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 10
Pennsylvania Trust Co 10
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 10
QUANTRES ASSET MANAGEMENT Ltd 10
Peoples Financial Services Corp. 10
Baader Bank INC 10
Mraz, Amerine & Associates, Inc. 10
PPNAX - PUTNAM TAX FREE INCOME TRUST - Putnam AMT-Free Municipal Fund Class C Shares 10
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 10
Ceredex Value Advisors LLC 10
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 10
Psagot Investment House Ltd. 10
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 10
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 10
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 10
Cleararc Capital Inc 10
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 10
Global Financial Private Capital, LLC 10
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 10
EBI - RBB Fund Trust - Longview Advantage ETF 10
Readystate Asset Management Lp 10
Amica Retiree Medical Trust 10
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 10
Affinity Investment Advisors, Llc 10
True North Advisors, LLC 10
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 10
Blume Capital Management, Inc. 10
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 10
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 10
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 10
WESPAC Advisors, LLC 10
Orinda Asset Management LLC 10
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 10
Canton Hathaway, LLC 10
Country Club Trust Company, n.a. 10
FSA Wealth Management LLC 10
F/M Investments LLC 10
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 10
Blackrock 2022 Global Income Opportunity Trust 10
Tortoise Energy Independence Fund, Inc. 10
Financial Advantage, Inc. 10
Delta Lloyd Nv 10
Edmond De Rothschild (suisse) S.a. 10
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 10
Invesco Municipal Opportunity Trust 10
HFM Investment Advisors, LLC 10
River Road Asset Management, LLC 10
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 10
Dakota Wealth Management 10
Gabelli Equity Series Funds Inc 10
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 10
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 10
Machina Capital S.a.s. 10
Capital Management Associates /ny/ 10
DBLLX - DoubleLine Funds Trust - DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I 10
IPG Investment Advisors LLC 10
Wrapmanager Inc 10
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 10
ABIMX - AB CORPORATE SHARES - AB Impact Municipal Income Shares 10
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 10
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 10
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 10
Corbenic Partners LLC 10
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 10
SOA Wealth Advisors, LLC. 10
Legacy Private Trust Co. 10
Westchester Capital Management, LLC 10
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 10
BP Capital Fund Advisors, LLC 10
Pinkerton Retirement Specialists, LLC 10
Pacific Global Investment Management Co 10
Adirondack Trust Co 10
CNB Bank 10
Wellington Shields & Co., LLC 10
Wetzel Investment Advisors, Inc. 10
Wellington Shields Capital Management, LLC 10
Emory University 10
Sumitomo Mitsui DS Asset Management Company, Ltd 10
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 10
NHYMX - Northern Funds - Northern High Yield Municipal Fund 10
Cornerstone Financial Partners, LLC 10
Invesco High Income Trust Ii 10
CHURCHILL MANAGEMENT Corp 10
Stonehage Fleming (uk) Ltd 10
Decade Capital Management Llc 10
Green Arrow Capital Management Llc 10
Semmax Financial Advisors Inc. 10
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 10
Sapient Capital Llc 10
Blue Arrow Capital Management Llc 10
SHYD - VanEck Vectors ETF Trust - VanEck Vectors Short High-Yield Municipal Index ETF 10
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A 10
Bay Harbor Wealth Management, LLC 10
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 10
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 10
Wade G W & Inc 10
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 10
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 10
ACK Asset Management LLC 10
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 10
Genesee Valley Trust Co 10
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 10
Stonegate Investment Group, LLC 10
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 10
Welch & Forbes Llc 10
Blackthorn Investment Group Llc 10
Rossby Financial, LCC 10
Woodley Farra Manion Portfolio Management Inc 10
Nfj Investment Group, Llc 10
Monroe Bank & Trust/mi 10
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 10
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 10
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 10
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 10
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 10
MU Investments Co., Ltd. 10
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF 10
Voisard Asset Management Group, Inc. 10
Cypress Capital Group 10
Phoenix Holdings Ltd. 10
Nuveen California Municipal Value Fund Inc 10
Oppenheimer Global Multi Strategies Fund 10
Zions Bancorporation, National Association /ut/ 10
Parisi Gray Wealth Management 10
Fortress Investment Group LLC 10
Trellus Management Company, LLC 10
J.P. Turner & Co Capital Mnagement, LLC 10
Hazlett, Burt & Watson, Inc. 10
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 10
One Capital Management, LLC 10
Mainstay Capital Management Llc /adv 10
Tiedemann Advisors, Llc 10
St. Johns Investment Management Company, LLC 10
Munder Capital Management 10
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 10
Small Cap Value Fund, Inc. 10
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 10
Brasada Capital Management, Lp 10
NuWave Investment Management, LLC 10
Sugarloaf Wealth Management, LLC 10
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 10
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 10
Roxbury Financial LLC 10
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 10
Smith Affiliated Capital Corp. 10
Twin Capital Management Inc 10
Kalos Management, Inc. 10
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 10
Trust & Fiduciary Management Services Inc 10
Delphi Private Advisors LLC 10
IMS Capital Management 10
Lloyd Advisory Services, LLC. 10
Ten Capital Wealth Advisors, LLC 10
Wintrust Investments Llc 10
BKM Wealth Management, LLC 10
Emerald Advisers, Llc 10
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 10
PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF 10
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 10
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 10
Trust Co Of Toledo Na /oh/ 10
VisionPoint Advisory Group, LLC 10
SWS Partners 10
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 10
Jackson Square Capital, Llc 10
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 10
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 10
Bp Plc 10
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 10
Scarborough Advisors, LLC 10
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 10
Foundation Resource Management Inc 10
Arkfeld Wealth Strategies, L.L.C. 10
Lourd Capital, LLC 10
Financial Enhancement Group LLC 10
Coppell Advisory Solutions Corp. 10
IEYAX - IVY FUNDS - Ivy Energy Fund Class A 10
Synergy Financial Management, LLC 10
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 10
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A 10
Dynamic Advisor Solutions LLC 10
Hartford Financial Management Inc. 10
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 10
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 10
Howard Hughes Medical Institute 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 10
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 10
Roberts Glore & Co Inc /il/ 10
Operose Advisors LLC 10
Bahl & Gaynor Inc 10
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 10
Safeguard Investment Advisory Group, LLC 10
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 10
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 10
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 10
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 10
Verity Asset Management, Inc. 10
Gladius Capital Management LP 10
DnB Asset Management AS 10
Sii Investments Inc/wi 10
PFS Partners, LLC 10
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 10
Atlantic Union Bankshares Corp 10
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 10
Stone House Investment Management, LLC 10
Dorsey & Whitney Trust CO LLC 10
Great Valley Advisor Group, Inc. 10
Investors Asset Management Of Georgia Inc /ga/ /adv 10
1st Source Bank 10
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 10
Strategic Financial Concepts, LLC 10
GFG Capital, LLC 10
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 10
Burleson & Company, LLC 10
Fiduciary Trust Co 10
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 10
Cedar Wealth Management, LLC 10
XR Securities LLC 10
LBA Wealth Management, LLC 10
Meitav Dash Investments Ltd 10
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 10
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 10
Missouri Trust & Investment Co 10
Riggs Asset Managment Co. Inc. 10
Credential Qtrade Securities Inc. 10
Banque Pictet & Cie Sa 10
Advisors Capital Management, LLC 10
Gyl Financial Synergies, Llc 10
Glenview Trust Co 10
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 10
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 10
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 10
Goelzer Investment Management, Inc. 10
RMB Capital Management, LLC 10
First Capital Advisors Group, LLC. 10
Kiker Wealth Management, LLC 10
Bremer Bank National Association 10
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 10
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 10
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 10
Oxbow Advisors, LLC 10
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund 10
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 10
Personal Wealth Partners 10
Accel Wealth Management 10
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 10
Flow Traders U.s. Llc 10
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 10
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 10
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 10
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 10
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 10
Daiwa Capital Markets America Inc. 10
Horizon Kinetics Asset Management Llc 10
MML Series Investment Fund II - MML Equity Fund Initial Class 10
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 10
Simplicity Wealth,LLC 10
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 10
Jnl Series Trust - Jnl/crescent High Income Fund (a) 10
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A 10
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 10
Kavar Capital Partners, LLC 10
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 10
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 10
Abich Financial Wealth Management LLC 10
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 10
TCG Advisory Services, LLC 10
Teamwork Financial Advisors, LLC 10
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 10
Rossmore Private Capital 10
VCGAX - VALIC Co I - Growth & 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
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 10
Washington Trust Advisors, Inc. 10
High Note Wealth, LLC 10
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 10
Bks Advisors, Llc 10
Leap Investments Lp 10
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 10
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 10
Northern Oak Wealth Management Inc 10
Dynamic Technology Lab Pte Ltd 10
Strategy Asset Managers Llc 10
Flinton Capital Management LLC 10
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 10
Kingswood Wealth Advisors, Llc 10
Cherry Tree Wealth Management, LLC 10
Sawgrass Asset Management Llc 10
Taylor Hoffman Wealth Management 10
Glg Inc. 10
Good Life Advisors, LLC 10
Stonehage Fleming Financial Services Holdings Ltd 10
Ogorek Anthony Joseph /ny/ /adv 10
SignalPoint Asset Management, LLC 10
Old North State Trust, LLC 10
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C 10
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 10
Bank Of The West 10
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 10
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 10
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 10
Nemes Rush Group LLC 10
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 10
Summit Financial, LLC 10
Resources Management Corp /ct/ /adv 10
Lee Danner & Bass Inc 10
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 10
Scientech Research LLC 10
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 10
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 10
Coston, McIsaac & Partners 10
Kwmg, Llc 10
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 10
Unison Advisors LLC 10
CT Financial Advisors LLC 10
GoalVest Advisory LLC 10
Thomist Capital Management, LP 10
Tyler-Stone Wealth Management 10
Standard Life Investments LTD 10
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock Short-Term Municipal Fund Investor A1 10
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 10
Vontobel Holding Ltd. 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 10
Courier Capital Llc 10
Parsons Capital Management Inc/ri 10
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 10
Cypress Asset Management Inc/tx 10
Manchester Financial Inc 10
Lloyds Banking Group plc 10
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 10
Delaware Investments National Municipal Income Fund 10
Mint Tower Capital Management B.V. 10
B. Metzler seel. Sohn & Co. Holding AG 10
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 10
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 10
Laurel Wealth Advisors LLC 10
HB Wealth Management, LLC 10
Pointe Capital Management LLC 10
PCTIX - PIMCO FUNDS - PIMCO California Municipal Bond Fund Institutional Class 10
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 10
Clear Investment Research, Llc 10
CCMG - EA Series Trust - CCM Global Equity ETF 9
Telemetry Investments, L.L.C. 9
PIONEER CORE TRUST I - Pioneer High Income Municipal Portfolio 9
Eubel Brady & Suttman Asset Management Inc 9
Gen-Wealth Partners Inc 9
Fjarde Ap-fonden /fourth Swedish National Pension Fund 9
Securian Funds Trust - SFT T. Rowe Price Value Fund 9
Valentine Capital Asset Management, Inc. 9
Stratton Management Co 9
Greenline Partners, LLC 9
MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class 9
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 9
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 9
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 9
Thomas J. Herzfeld Advisors, Inc. 9
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 9
Concurrent Investment Advisors, LLC 9
Wharton Business Group, LLC 9
Jacobus Wealth Management, Inc. 9
EJF Capital LLC 9
Altium Wealth Management LLC 9
Tredje AP-fonden 9
Capital Research Global Investors 9
Price Capital Management, Inc. 9
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 9
Wealth Preservation Advisors, LLC 9
DSAM Partners (London) Ltd 9
BBT Capital Management, LLC 9
Alaska Permanent Fund Corp 9
InterOcean Capital Group, LLC 9
Adell Harriman & Carpenter Inc 9
Logan Capital Management Inc 9
Kcm Investment Advisors Llc 9
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 9
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 9
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 9
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 9
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 9
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 9
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 9
Grace Capital 9
Greylin Investment Mangement Inc 9
Wedmont Private Capital 9
Nova Wealth Management, Inc. 9
Kayne Anderson Midstream/energy Fund, Inc. 9
Modera Wealth Management, LLC 9
Bank of New Hampshire 9
Lakeview Capital Partners, LLC 9
First National Bank Sioux Falls 9
Richardson Financial Services Inc. 9
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 9
Alpha Omega Wealth Management LLC 9
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 9
Mcdonald Partners Llc 9
Raab & Moskowitz Asset Management LLC 9
Stock Yards Bank & Trust Co 9
Exane Asset Management 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 9
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF 9
Transcendent Capital Group LLC 9
PPM Funds - PPM Floating Rate Income Fund (Inst) 9
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 9
Daiwa SB Investments Ltd. 9
Lavaca Capital Llc 9
J.Safra Asset Management Corp 9
Madden Advisory Services, Inc. 9
Banced Corp 9
Cullinan Associates Inc 9
Hc Financial Advisors Inc 9
Telemus Capital, Llc 9
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 9
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 9
OHIO NATIONAL FUND INC - ON Bond Portfolio 9
Legacy Bridge, LLC 9
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 9
Fma Advisory Inc 9
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 9
Groupama Asset Managment 9
NorthRock Partners, LLC 9
Investment Management Corp of Ontario 9
L2 Asset Management, LLC 9
Delaware Enhanced Global Dividend & Income Fund 9
Greenwich Investment Management, Inc. 9
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 9
Hall Laurie J Trustee 9
CenterBook Partners LP 9
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 9
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 9
Mill Creek Capital Advisors, LLC 9
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 9
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 9
Old Point Trust & Financial Services N A 9
Standard Family Office LLC 9
McGowan Group Asset Management, Inc. 9
Shinko Asset Management Co., Ltd. 9
LGT Group Foundation 9
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 9
Bank Julius Baer & Co. Ltd, Zurich 9
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 9
683 Capital Management, LLC 9
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 9
Stancorp Investment Advisers Inc 9
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 9
Signature Wealth Management Group 9
RPg Family Wealth Advisory, LLC 9
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 9
First Financial Bankshares Inc 9
Symphony Financial, Ltd. Co. 9
Fourth Dimension Wealth, LLC 9
Main Street Group, LTD 9
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 9
Prio Wealth Limited Partnership 9
Mitchell Group Inc 9
Amplius Wealth Advisors, LLC 9
Essex Savings Bank 9
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 9
J. W. Coons Advisors, LLC 9
Wealthsource Partners, Llc 9
Belmont Global Advisors, Inc. 9
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 9
Freedman Financial Associates, Inc. 9
FSC Wealth Advisors, LLC 9
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 9
High Net Worth Advisory Group LLC 9
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 9
EntryPoint Capital, LLC 9
TLMAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Municipal Fund Class A 9
New Wave Wealth Advisors Llc 9
Cordasco Financial Network 9
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF 9
DT Investment Partners, LLC 9
IORAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6 9
Harvest Group Wealth Management, Llc 9
Tokio Marine Asset Management Co Ltd 9
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 9
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF 9
Ruffer LLP 9
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class 9
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 9
Klingenstein Fields & Co Lp 9
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 9
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 9
Kowal Investment Group, LLC 9
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 9
Growth Fund Of America 9
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 9
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 9
Zwj Investment Counsel Inc 9
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class 9
Plato Investment Management Ltd 9
JCIC Asset Management Inc. 9
Centerpoint Advisors, LLC 9
Cutter & CO Brokerage, Inc. 9
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 9
OmniStar Financial Group, Inc. 9
Becker Capital Management Inc 9
Coastal Capital Group, Inc. 9
IAG Wealth Partners, LLC 9
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 9
Resource Management, LLC 9
Pallas Capital Advisors LLC 9
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 9
Waldron Private Wealth LLC 9
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 9
Evanston Investments, Inc., dba Evanston Advisors 9
Zimmer Partners, LP 9
Solaris Asset Management Llc 9
Walker Asset Management, LLC 9
RBB FUND, INC. - Aquarius International Fund 9
Frazier Financial Advisors, LLC 9
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 9
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 9
Legg Mason Asset Management (Japan) Co., Ltd. 9
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 9
Net Worth Advisory Group 9
BancorpSouth Inc 9
Cna Financial Corp 9
Consolidated Planning Corp 9
Stratos Wealth Advisors, LLC 9
Rampart Investment Management Company, LLC 9
Atlantic Edge Private Wealth Management, LLC 9
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 9
Quantum Capital Management 9
Islay Capital Management, Llc 9
Dai-ichi Life Holdings, Inc. 9
Nations Financial Group Inc, /ia/ /adv 9
Farmers National Bank 9
Strengthening Families & Communities, LLC 9
Vicus Capital 9
Blue Rock Advisors, LLC 9
Cannell Peter B & Co Inc 9
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 9
Prentiss Smith & Co Inc 9
Winton Capital Management Ltd 9
State of New Jersey Common Pension Fund A 9
Palladiem, Llc 9
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 9
Northwest Financial Advisors 9
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 9
Klingman & Associates, LLC 9
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 9
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 9
HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A 9
Fractal Investments LLC 9
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 9
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 9
Gw Henssler & Associates Ltd 9
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 9
E. Ohman J:or Asset Management AB 9
Wealth Alliance 9
Asahi Life Asset Management Co., Ltd. 9
Spears Abacus Advisors LLC 9
Gilliland Jeter Wealth Management LLC 9
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 9
Field & Main Bank 9
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 9
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 9
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 9
Vanguard Windsor Funds 9
STXV - EA Series Trust - Strive 1000 Value ETF 9
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 9
Dowling & Yahnke Llc 9
JHME - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Energy ETF 9
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 9
TBP Investments Management, LLC 9
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 9
Camelot Portfolios, LLC 9
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 9
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 9
Jasinkiewicz Capital Management, Lp 9
Game Creek Capital, LP 9
Ossiam 9
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 9
GATEX - Gateway Trust - Gateway Fund Class A Shares 9
Philadelphia Trust Co 9
Connectus Wealth, LLC 9
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 9
Endurance Wealth Management, Inc. 9
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 9
Redmont Wealth Advisors Llc 9
Brave Asset Management Inc 9
Community Bank System, Inc. 9
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 9
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 9
Cowen And Company, Llc 9
Cfm Wealth Partners Llc 9
Royce & Associates Lp 9
Alta Advisers Ltd 9
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 9
Forty4 Asset Management LLC 9
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 9
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 9
Clearview Wealth Advisors LLC 9
Desjardins Global Asset Management Inc. 9
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 9
Salomon & Ludwin, LLC 9
Compass Wealth Management LLC 9
PGGM Investments 9
Hnp Capital Llc 9
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9
Point View Wealth Management, Inc. 9
Harwood Advisory Group, LLC 9
Pensionmark Financial Group, Llc 9
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 9
RMR Wealth Builders 9
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 9
Sage Mountain Advisors LLC 9
Yellowstone Partners, LLC 9
AXS Investments LLC 9
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 9
Wilmington Funds Management Corp 9
Shufro Rose & Co Llc 9
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 9
PFG Private Wealth Management, LLC 9
Haverford Trust Co 9
Folger Hill Asset Management LP 9
RVRB - ADVISORS SERIES TRUST - Reverb ETF 9
Dixon Hubard Feinour & Brown Inc/va 9
Rikoon Group, LLC 9
Ibex Wealth Advisors 9
Kentucky Retirement Systems Insurance Trust Fund 9
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 9
Aprio Wealth Management, LLC 9
Commonwealth Financial Services, LLC 9
Lebenthal Global Advisors, LLC 9
Wahed Invest LLC 9
AustralianSuper Pty Ltd 9
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 9
Argentus Capital Management, LLC 9
YHB Investment Advisors, Inc. 9
Northwest Investment Counselors, Llc 9
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 9
Mascoma Wealth Management LLC 9
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 9
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 9
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 9
Kohmann Bosshard Financial Services, LLC 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 9
Brandywine Oak Private Wealth Llc 9
Independent Solutions Wealth Management, LLC 9
West Paces Advisors Inc. 9
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class 9
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 9
Private Advisory Group LLC 9
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 9
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 9
Lebenthal Holdings,LLC 9
Human Investing LLC 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 9
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 9
Credential Securities Inc. 9
BTC Capital Management, Inc. 9
Simply Money Advisors 9
Franklin Templeton ETF Trust - Western Asset Bond ETF 9
K.J. Harrison & Partners Inc 9
Financial Advisors Network, Inc. 9
Nissay Asset Management Corp /japan/ /adv 9
Private Bank & Trust Co 9
Cpwm, Llc 9
Agf Management Ltd 9
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 9
Integrated Wealth Counsel, Llc 9
Connable Office Inc 9
Mid Atlantic Financial Management Inc/adv 9
Capital Income Builder 9
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 9
Family Firm, Inc. 9
MANA Advisors LLC 9
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 9
Dai-Ichi Life Insurance Company, Ltd 9
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 9
Metis Global Partners, LLC 9
Center for Financial Planning, Inc. 9
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF 9
Cadence Bank Na 9
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 9
SWHYX - SCHWAB INVESTMENTS - Schwab High Yield Municipal Bond Fund 9
R&F Capital Advisors LP 9
IFM Investors Pty Ltd 9
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9
Infrastructure Capital Advisors, Llc 9
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 9
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 9
Planned Solutions, Inc. 9
Wsfs Capital Management, Llc 9
PCIMX - PIMCO FUNDS - PIMCO California Intermediate Municipal Bond Fund Institutional 9
Bangor Savings Bank 9
Stonebridge Financial Group, LLC 9
America First Investment Advisors, LLC 9
Eisler Capital (UK) Ltd. 9
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 9
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 9
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 9
McClarren Financial Advisors, Inc. 9
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 9
Stephenson National Bank & Trust 9
MARSHALL WACE ASIA Ltd 9
Sterling Investment Advisors, Ltd. 9
Clear Perspective Advisors, LLC 9
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 9
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 9
Mizuho Asset Management Co.,Ltd. 9
Aua Capital Management, Llc 9
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 9
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 9
Sprott Inc. 9
National Penn Investors Trust Co /pa 9
Crescent Grove Advisors, LLC 9
RGLIX - ALLIANZ FUNDS - AllianzGI Global Natural Resources Fund Institutional 9
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 9
Phocas Financial Corp. 9
Intercontinental Wealth Advisors, LLC 9
Beech Hill Advisors, Inc. 9
Kimelman & Baird, LLC 9
Kaizen Advisory, Llc 9
Tiaa, Fsb 9
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 9
Beach Investment Counsel Inc/pa 9
Midwest Professional Planners, LTD. 9
Transcend Wealth Collective, Llc 9
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 9
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 9
Mesirow Financial Investment Management, Inc. 9
Choate Investment Advisors 9
MPS Loria Financial Planners, LLC 9
American Financial Network Advisory Services Llc 9
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 9
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 9
PNC Managed Account Solutions, Inc. 9
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 9
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 9
Caldwell Trust Co 9
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 9
Aris Wealth Services, Inc. 9
Means Investment Co., Inc. 9
IYIAX - IVY FUNDS - Ivy Municipal High Income Fund Class A 9
SRB Corp 9
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 9
Epoch Investment Partners, Inc. 9
Whitebox Advisors Llc 9
Great Lakes Retirement, Inc. 9
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 9
Meiji Yasuda Life Insurance Co 9
First Foundation Advisors 9
Schafer Cullen Capital Management Inc 9
New York Life Trust Co 9
FSNGX - FIDELITY SELECT PORTFOLIOS - Natural Gas Portfolio 9
Fortis Group Advisors, LLC 9
Invesco Quality Municipal Income Trust 9
Invesco Trust For Investment Grade Municipals 9
BancorpSouth Bank 9
Leelyn Smith, LLC 9
Generali Investments CEE, investicni spolecnost, a.s. 9
Beacon Capital Management, Inc. 9
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 9
Genesis Wealth Advisors, LLC 9
Oppenheimer Capital Income Fund 9
Patten Group, Inc. 9
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 9
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 9
Nippon Life Global Investors Americas, Inc. 9
Moody Lynn & Lieberson, Llc 9
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 9
Usa Mutuals Advisors, Inc. 9
Kentucky Retirement Systems 9
Pinnacle Financial Partners Inc 9
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 9
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 9
Parkworth Wealth Management, Inc. 9
Hughes Financial Services, LLC 9
Joseph P. Lucia & Associates, LLC 9
Cornerstone Wealth Group, LLC 9
Argent Advisors, Inc. 9
Miracle Mile Advisors, LLC 9
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 9
Segantii Capital Management Ltd 9
Carnegie Capital Asset Management, LLC 9
Halbert Hargrove Global Advisors, Llc 9
Franklin Universal Trust 9
Haafor (Singapore) Pte. Ltd. 9
Jeppson Wealth Management, Llc 9
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 9
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 9
Millstone Evans Group, LLC 9
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 9
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 9
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 9
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 9
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 9
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 9
Grandfield & Dodd, Llc 9
TAMBX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Tax-Free Bond Fund Class A 9
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 9
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 9
CBIZ Investment Advisory Services, LLC 9
MML Series Investment Fund II - MML Equity Rotation Fund Class II 9
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 9
William Blair Investment Management, Llc 9
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 9
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 9
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 9
Stockman Wealth Management, Inc. 9
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 9
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 9
Penn Capital Management Co Inc 9
qPULA Trading Management LP 9
SCACX - LEGG MASON PARTNERS INCOME TRUST - Western Asset California Municipals Fund Class C 9
Private Management Group Inc 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 9
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 9
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 9
Great Diamond Partners, LLC 9
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 9
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 9
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 9
AlphaCentric Advisors LLC 9
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 9
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 9
Jump Trading, Llc 9
Deseret Mutual Benefit Administrators 9
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 9
10Elms LLP 9
MERVX - MERGER FUND VL - The Merger Fund VL 9
Capital International Investors 9
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 9
EA Series Trust 9
Midwest Trust Co 9
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 9
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 9
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 9
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 9
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 9
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 9
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 9
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 9
Pioneer High Income Trust 9
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 9
Nuveen Select Maturities Municipal Fund 9
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 9
N.E.W. Advisory Services LLC 9
DRLL - EA Series Trust - Strive U.S. Energy ETF 9
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 9
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 9
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 9
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 9
Gallacher Capital Management LLC 9
Jag Capital Management, Llc 9
Marco Investment Management Llc 9
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 9
Holistic Financial Partners 9
Wilmington Trust Co 9
Greater India Portfolio - Greater India Portfolio 9
Fiduciary Alliance LLC 9
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 9
Bpv Family Of Funds 9
Wells Fargo Multi-sector Income Fund 9
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 9
Horizons Etf Trust I 9
IWM - iSHARES TRUST - iShares Russell 2000 ETF 9
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 9
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 9
Drive Wealth Management, Llc 9
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class 9
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 9
Blackrock Enhanced Equity Dividend Trust 9
GMTEX - GPS Funds I - GuideMark(R) Tax-Exempt Fixed Income Fund Service Shares 9
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 9
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 9
Mach-1 Financial Group, Inc. 9
Strategic Asset Management, LLC 9
Balasa Dinverno & Foltz Llc 9
Pioneer Diversified High Income Trust 9
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 9
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 9
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 9
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 9
New England Capital Financial Advisors LLC 9
PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 9
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 9
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 9
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 9
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 9
Mfs Intermediate Income Trust 9
Cherokee Insurance Co 9
Sirios Capital Management L P 9
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 9
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 9
Himco Variable Insurance Trust 9
SWAN Capital LLC 9
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 9
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 9
Evermay Wealth Management Llc 9
Vaughan Nelson Investment Management, L.p. 9
Frank, Rimerman Advisors LLC 9
Trilogy Capital Inc. 9
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 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
Nuveen S&p 500 Buywrite Income Fund 9
Global Opportunities Portfolio - Global Opportunities Portfolio 9
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 9
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 9
REAP Financial Group, LLC 9
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 9
Dfa Investment Trust Co - The U.s. Large Cap Value Series 9
SRTTX - SMA RELATIONSHIP TRUST - Series T 9
Baker Tilly Financial, Llc 9
Ellsworth Advisors, LLC 9
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 9
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 9
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 9
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 9
PFG Investments, LLC 9
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 9
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 9
Moran Wealth Management, LLC 9
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 9
Garda Capital Partners Lp 9
Harvest Portfolios Group Inc. 9
West Family Investments, Inc. 9
Western Asset/claymore Inflation-linked Securities & Income Fund 9
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 9
ISAM Funds (UK) Ltd 9
Grey Street Capital, LLC 9
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 9
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 9
Guardian Life Insurance Co Of America 9
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 9
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 9
WealthPlan Investment Management, LLC 9
Virtus Global Multi-sector Income Fund 9
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 9
ITCAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate Maturity California Municipals Fund Class A 9
Family Management Corp 9
Visionary Wealth Advisors 9
Redpoint Investment Management Pty Ltd 9
GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund 9
Sagespring Wealth Partners, Llc 9
Worldquant Millennium Advisors Llc 9
Confluence Wealth Services, Inc. 9
Piershale Financial Group, Inc. 9
Icc Capital Management Inc/ 9
Premier Asset Management Llc 9
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 9
Kessler Investment Group, LLC 9
Beck Bode, LLC 9
Stokes Family Office, LLC 9
Meiji Yasuda Asset Management Co Ltd. 9
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 9
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 9
Cozad Asset Management Inc 9
Weatherstone Capital Management 9
1620 Investment Advisors, Inc. 9
Main Street Research LLC 9
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 9
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 9
Trust Co 9
EHP Funds Inc. 9
Mitchell Mcleod Pugh & Williams Inc 9
PPM Funds - PPM High Yield Core Fund (Inst) 9
Acuity Investment Management Inc 9
Crestwood Advisors Group LLC 9
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 9
Palisade Asset Management, LLC 9
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 9
Heritage Wealth Management, Llc 9
Mission Wealth Management, Lp 9
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 9
Dean Investment Associates, Llc 9
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 9
Chemical Bank 9
John G Ullman & Associates Inc 9
Amica Pension Fund Board Of Trustees 9
Tuttle Tactical Management LLC 9
River Wealth Advisors LLC 9
Ckw Financial Group 9
Bremer Trust National Association 9
Equitable Holdings, Inc. 9
HWG Holdings LP 9
Jarislowsky, Fraser Ltd 9
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 9
Nbt Bank N A /ny 9
Ferguson Wellman Capital Management, Inc 9
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 9
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 9
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 8
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 8
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 8
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 8
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 8
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 8
Boulder Hill Capital Management Lp 8
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 8
Prosperity Consulting Group, LLC 8
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 8
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 8
Buckingham Strategic Partners 8
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 8
Norwood Financial Corp 8
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 8
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 8
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 8
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 8
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 8
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 8
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 8
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 8
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 8
NOSIX - Northern Funds - Northern Stock Index Fund 8
NOLVX - Northern Funds - Northern Large Cap Value Fund 8
NSIDX - Northern Funds - Northern Small Cap Index Fund 8
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 8
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 8
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 8
Invst, LLC 8
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 8
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 8
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 8
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 8
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 8
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 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
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 8
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 8
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 8
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 8
South Texas Money Management Ltd 8
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 8
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 8
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 8
Advanced Series Trust - Ast International Growth Portfolio 8
Siemens Fonds Invest GmbH 8
Advanced Series Trust - Ast International Value Portfolio 8
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 8
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 8
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 8
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 8
Reuter James Wealth Management, Llc 8
CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N 8
Oak Thistle LLC 8
Triumph Capital Management 8
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 8
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 8
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 8
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 8
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 8
PACIFIC SELECT FUND - Equity Index Portfolio Class I 8
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 8
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 8
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 8
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 8
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 8
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 8
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 8
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 8
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 8
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 8
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 8
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 8
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 8
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 8
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 8
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 8
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 8
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 8
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 8
KLCM Advisors, Inc. 8
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 8
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 8
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 8
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 8
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 8
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 8
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 8
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB 8
Banque Transatlantique SA 8
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 8
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 8
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 8
Canandaigua National Bank & Trust Co 8
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 8
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 8
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 8
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 8
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 8
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 8
McElhenny Sheffield Capital Management, LLC 8
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 8
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A 8
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 8
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 8
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 8
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 8
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 8
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 8
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 8
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 8
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 8
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 8
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 8
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 8
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 8
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 8
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 8
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 8
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 8
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 8
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 8
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 8
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 8
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 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
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 8
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 8
Quaker Wealth Management, LLC 8
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 8
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 8
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 8
HDV - iSHARES TRUST - iShares Core High Dividend ETF 8
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 8
VCULX - VALIC Co I - Growth Fund 8
Proffitt & Goodson Inc 8
VSTIX - VALIC Co I - Stock Index Fund 8
VCIGX - VALIC Co I - Dividend Value Fund 8
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 8
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 8
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 8
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares 8
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares 8
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 8
SSO - PROSHARES TRUST - ProShares Ultra S&P500 8
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 8
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 8
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 8
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 8
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 8
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 8
First National Trust Co 8
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 8
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 8
Grimes & Company, Inc. 8
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 8
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 8
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 8
Keating Investment Counselors Inc 8
Arrow Investment Advisors, LLC 8
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 8
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 8
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 8
Clark Estates Inc/ny 8
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 8
Corrado Advisors, Llc 8
Atala Financial Inc 8
Anfield Capital Management, LLC 8
Patten & Patten Inc/tn 8
Sheets Smith Wealth Management 8
Chelsea Counsel Co 8
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 8
FirstMerit Bank N A Trustee 8
Us Financial Advisors, Llc 8
LifePlan Financial Group, Inc 8
Samalin Investment Counsel, LLC 8
THMBX - THRIVENT MUTUAL FUNDS - Thrivent High Income Municipal Bond Fund Class S 8
Simmons First Trust Co Na 8
Cullen Capital Management, LLC 8
Bridgecreek Investment Management, LLC 8
Novare Capital Management Llc 8
Woodmont Investment Counsel Llc 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
Cookson Peirce & Co Inc 8
Headinvest, Llc 8
Howard Wealth Management, Llc 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 8
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 8
Kentucky Trust Co 8
Boston Financial Mangement Llc 8
Wingate Wealth Advisors, Inc. 8
XML Financial, LLC 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
Union Bancaire Privee, UBP SA 8
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 8
GABELLI & Co INVESTMENT ADVISERS, INC. 8
Deltec Asset Management 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
Burt Wealth Advisors 8
Guyasuta Investment Advisors Inc 8
Maseco Llp 8
Beck Mack & Oliver Llc 8
North Star Asset Management Inc 8
Loews Corp 8
FLP Wealth Management, LLC 8
Burnham Asset Management Corp /ny/ 8
Hallmark Capital Management Inc 8
Hermes Investment Management Ltd 8
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 8
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 8
Tiaa Cref Trust Co Fsb/mo 8
Kanawha Capital Management Llc 8
SPC Financial, Inc. 8
Curian Capital Llc 8
Essex Financial Services, Inc. 8
TD Securities (USA) LLC 8
Whalerock Point Partners, Llc 8
Botty Investors LLC 8
LVPIX - Profunds - Large-cap Value Profund Investor Class 8
Diligent Investors, LLC 8
Camden Capital, LLC 8
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 8
WestEnd Advisors, LLC 8
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 8
Athena Capital Advisors Llc 8
MBE Wealth Management, LLC 8
TFG Advisers LLC 8
Valmark Advisers, Inc. 8
ULPIX - Profunds - Ultrabull Profund Investor Class 8
Private Wealth Partners, LLC 8
Seminole Management Co., Inc. 8
Financial Engines Advisors L.L.C. 8
First Merchants Corp 8
St Germain D J Co Inc 8
BLPIX - Profunds - Bull Profund Investor Class 8
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 8
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 8
Ohio National Investments, Inc. 8
Busey Wealth Management 8
Rockland Trust Co 8
Eagle Ridge Investment Management 8
TXRIX - JPMorgan Trust I - JPMorgan Tax Aware Real Return Fund Class I 8
Wbh Advisory Inc 8
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 8
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 8
Marietta Investment Partners Llc 8
Ivory Investment Management, Llc 8
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 8
Causeway Capital Management Llc 8
Citizens National Bank Trust Department 8
Opus Capital Group, LLC 8
Smart Portfolios, LLC 8
Graypoint LLC 8
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 8
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF 8
Allen Investment Management LLC 8
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 8
Mattson Financial Services, LLC 8
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 8
Galaxy Capital Trading Ltd 8
Cim Investment Mangement Inc 8
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF 8
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 8
Anchor Capital Advisors Llc 8
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 8
Chatham Capital Group, Inc. 8
Financial Sense Advisors, Inc. 8
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 8
Newfound Research LLC 8
Gofen & Glossberg Llc /il/ 8
Nippon Life Insurance Co 8
Shamrock Asset Management LLC 8
Mengis Capital Management, Inc. 8
Isthmus Partners, Llc 8
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 8
Capital Innovations LLC 8
Optimal Asset Management, Inc. 8
Glaxis Capital Management, LLC 8
Strategic Advisors LLC 8
FormulaFolio Investments, LLC 8
DORCHESTER WEALTH MANAGEMENT Co 8
CenturyLink Investment Management Co 8
Neville Rodie & Shaw Inc 8
Davis Capital Management 8
Blue Bell Private Wealth Management, Llc 8
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 8
Malaga Cove Capital, LLC 8
Donald L. Hagan, LLC 8
Acropolis Investment Management, LLC 8
BLB&B Advisors, LLC 8
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 8
Ransom Advisory, Ltd 8
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 8
Peachtree Investment Advisors, Inc. 8
MBEQX - M FUND INC - M International Equity Fund 8
Davis R M Inc 8
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 8
Capital City Trust Co/fl 8
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 8
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares 8
Exchange Capital Management, Inc. 8
Meristem Family Wealth, LLC 8
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 8
CrestPoint Capital Management, LLC 8
Exxonmobil Investment Management Inc /tx 8
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 8
VNBTrust, National Association 8
Hilton Capital Management, LLC 8
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 8
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 8
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 8
Crow Point Partners, LLC 8
Tobam 8
Strategic Wealth Advisors Group, LLC 8
Groesbeck Investment Management Corp /nj/ 8
Gyroscope Capital Management Group, Llc 8
Basso Capital Management, L.p. 8
Vestor Capital, Llc 8
Parcion Private Wealth LLC 8
Vantage Investment Partners, LLC 8
Callan Capital, LLC 8
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 8
King Wealth 8
Tiger Eye Capital LLC 8
Oarsman Capital, Inc. 8
South Georgia Capital, Llc 8
RFG Advisory, LLC 8
BSW Wealth Partners 8
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 8
Ssi Investment Management Llc 8
Vista Investment Partners Llc 8
Risk Paradigm Group, LLC 8
Covenant Multifamily Offices, LLC 8
Argent Trust Co 8
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 8
Gratus Capital LLC 8
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 8
United Asset Strategies, Inc. 8
Essex Investment Management Co Llc 8
Kingfisher Capital LLC 8
Horan Capital Advisors, LLC. 8
Lowe Brockenbrough & Co Inc 8
Sentinel Trust Co Lba 8
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 8
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 8
Mowery & Schoenfeld Wealth Management, LLC 8
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 8
Guinness Asset Management LTD 8
Guinness Atkinson Asset Management Inc 8
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 8
Welch Group, LLC 8
Mid Continent Capital Llc/il 8
Osterweis Capital Management Inc 8
Live Your Vision, LLC 8
Steadfast Capital Management Lp 8
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 8
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 8
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 8
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 8
Boyd Watterson Asset Management Llc/oh 8
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 8
Heritage Investors Management Corp 8
Atalanta Sosnoff Capital, Llc 8
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 8
PWS - Pacer Funds Trust - Pacer WealthShield ETF 8
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 8
Brick & Kyle, Associates 8
Beese Fulmer Investment Management, Inc. 8
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 8
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 8
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 8
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 8
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 8
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 8
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 8
Diversify Advisory Services, LLC 8
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 8
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 8
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 8
Saiers Capital, LLC 8
Westover Capital Advisors, LLC 8
PPM Funds - PPM Long Short Credit Fund (Inst) 8
Lyons Wealth Management, LLC. 8
InterOcean Capital, LLC 8
Old West Investment Management, LLC 8
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 8
Platte River Capital LLC 8
Columbia Asset Management 8
GM Advisory Group, Inc. 8
Core Alternative Capital 8
PartnerRe Asset Management CORP 8
Focus Financial Network, Inc. 8
Fernwood Investment Management, LLC 8
Hudson Valley Investment Advisors Inc /adv 8
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 8
Haberer Registered Investment Advisor Inc 8
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 8
Harvest Fund Advisors LLC 8
WealthTrak Capital Management LLC 8
Cambrian Capital Limited Partnership 8
Cornerstone Advisory, LLC 8
Clean Yield Group 8
Bamco Inc /ny/ 8
RiverPoint Capital Management, LLC 8
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 8
Lockheed Martin Investment Management Co 8
Douglas Lane & Associates, LLC 8
Schooner Investment Group, LLC. 8
Godsey & Gibb Associates 8
Gerber Kawasaki Wealth & Investment Management 8
VMAX - Lattice Strategies Trust - Hartford US Value ETF 8
Tradewinds Global Investors, LLC 8
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 8
FDO Partners, LLC 8
Europacific Growth Fund 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 8
Clal Insurance Enterprises Holdings Ltd 8
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 8
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 8
Crawford Investment Counsel Inc 8
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund 8
AlTi Global, Inc. 8
First Allied Asset Management, Inc. 8
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 8
Carmignac Gestion 8
Donaldson Capital Management, Llc 8
SNS Financial Group, LLC 8
BIGTX - Monteagle Funds - The Texas Fund Class I 8
Plancorp, LLC 8
LM Advisors LLC 8
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 8
Dynamic Capital Management Ltd 8
LNZ Capital LP 8
Degroof Petercam Asset Management 8
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 8
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 8
Anchor Bolt Capital, LP 8
Integrity Alliance, Llc. 8
Bardin Hill Management Partners Lp 8
Managed Asset Portfolios, Llc 8
Profunds - Profund Vp Ultrabull 8
Kemnay Advisory Services Inc. 8
Profunds - Profund Vp Bull 8
New Age Alpha Advisors, LLC 8
Profunds - Profund Vp Ultrasmall-cap 8
Chesley Taft & Associates LLC 8
Ruggie Capital Group 8
Profunds - Profund Vp Large-cap Value 8
Profunds - Profund Vp Small-cap 8
Catalytic Wealth RIA, LLC 8
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 8
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 8
Park Avenue Institutional Advisers LLC 8
Intrua Financial, LLC 8
WFA of San Diego, LLC 8
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 8
JS Capital Management LLC 8
Strategic Capital Alternatives LLC 8
First National Bank Of Omaha 8
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 8
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 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
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 8
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 8
Kernodle & Katon Asset Management Group, LLC 8
Corsair Capital Management, L.p. 8
Capital Wealth Alliance, LLC 8
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 8
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 8
IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P 8
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 8
MeadowBrook Investment Advisors LLC 8
Trillium Asset Management, Llc 8
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 8
Signature Resources Capital Management, LLC 8
Fort Point Capital Partners LLC 8
North Capital, Inc. 8
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 8
Unique Wealth Strategies, LLC 8
Banco BTG Pactual S.A. 8
Semanteon Capital Management, LP 8
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 8
BP Capital Management L P 8
Cullen Investment Group, Ltd. 8
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 8
Railway Pension Investments Ltd 8
Passport Capital, LLC 8
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 8
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 8
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 8
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 8
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 8
Cohen & Steers Capital Management Inc 8
Guardian Investor Services Llc 8
Catamount Wealth Management 8
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 8
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 8
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 8
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 8
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 8
Penseco Financial Services Corp 8
Advanced Investment Partners, LLC 8
Cazenove Capital Management Ltd 8
Trust Point Inc. 8
ULTRA SERIES FUND - Diversified Income Fund Class I 8
Premier Path Wealth Partners, LLC 8
Alerus Financial Na 8
Sullivan, Bruyette, Speros & Blaney, LLC 8
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 8
Wilmington Trust, National Association 8
Financial Perspectives, Inc 8
Wilmington Trust Investment Management, LLC 8
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 8
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 8
Stux Capital Management, LLC 8
Spdr S&p 500 Etf Trust 8
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 8
RGT Wealth Advisors, LLC 8
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 8
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 8
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 8
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 8
Norway Savings Bank 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 8
Chiron Investment Management, LLC 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 8
Oxford Financial Group Ltd 8
Moss Adams Wealth Advisors LLC 8
Burns Matteson Capital Management, LLC 8
Sarofim Fayez 8
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 8
New Capital Management LP 8
Elgethun Capital Management 8
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 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
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 8
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 8
Adviser Investments LLC 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 8
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 8
Dialectic Capital Management, Lp 8
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 8
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 8
Tennessee Valley Asset Management Partners 8
TVR Capital Management LP 8
Buck Wealth Strategies, LLC 8
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 8
Pacific Center for Financial Services 8
Tiaa Trust, National Association 8
BluePath Capital Management, LLC 8
Heritage Trust Co 8
Jackson Creek Investment Advisors LLC 8
New World Fund Inc 8
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 8
Bfsg, Llc 8
Franklin, Parlapiano, Turner & Welch, LLC 8
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 8
DecisionPoint Financial, LLC 8
Halpern Financial, Inc. 8
Close Asset Management Ltd 8
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 8
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 8
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 8
Sawyer & Company, Inc 8
KCS Wealth Advisory 8
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 8
IGNBX - IVY FUNDS - Ivy Natural Resources Fund Class B 8
Everett Harris & Co /ca/ 8
Bnc Wealth Management, Llc 8
Global Trust Asset Management, LLC 8
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 8
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 8
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 8
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 8
Red Door Wealth Management, LLC 8
Wells Fargo Utilities & High Income Fund 8
PKO Investment Management Joint-Stock Co 8
Invesco Advantage Municipal Income Trust Ii 8
PFG Advisors 8
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 8
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 8
Voya Emerging Markets High Dividend Equity Fund 8
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 8
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 8
iA Global Asset Management Inc. 8
Genus Capital Management Inc. 8
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 8
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 8
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 8
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 8
NMTRX - Nuveen Managed Accounts Portfolios Trust - Municipal Total Return Managed Accounts Portfolio Common Shares 8
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 8
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 8
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 8
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 8
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 8
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 8
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 8
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 8
Td Asset Management Usa Funds Inc. 8
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 8
AMF Pensionsforsakring AB 8
Nwq Investment Management Company, Llc 8
Thornburg Investment Management Inc 8
Eidelman Virant Capital 8
Wealth Advisory Solutions, LLC 8
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 8
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 8
Nuveen Multi-market Income Fund 8
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 8
Sumitomo Life Insurance Co 8
Mangrove Partners 8
National Wealth Management Group, LLC 8
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 8
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 8
Canyon Capital Advisors Llc 8
Paradigm Capital Management Inc/ny 8
Imprint Wealth LLC 8
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 8
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 8
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 8
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 8
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 8
Avalon Trust Co 8
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 8
Nilsine Partners, LLC 8
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 8
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 8
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 8
TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund 8
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 8
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 8
Fifth Third Wealth Advisors LLC 8
V-Square Quantitative Management LLC 8
Towle & Co 8
MUISX - BMO FUNDS, INC. - BMO Ultra Short Tax-Free Fund Class I 8
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 8
Goodwin Investment Advisory 8
Cohen & Steers Global Income Builder, Inc 8
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 8
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 8
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 8
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 8
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 8
PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional 8
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 8
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 8
MTM Investment Management, LLC 8
Diversified, LLC 8
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 8
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 8
Western Asset Premier Bond Fund 8
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 8
Woodline Partners LP 8
Masters Capital Management Llc 8
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 8
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 8
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 8
Portman Square Capital LLP 8
Dividend & Income Fund 8
Wright Managed Equity Trust 8
New America High Income Fund Inc 8
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 8
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 8
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 8
Meeder Advisory Services, Inc. 8
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 8
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 8
Strategic Investment Solutions, Inc. /IL 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 8
Deutsche Value Series, Inc 8
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 8
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 8
Future Financial Wealth Managment LLC 8
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 8
ABASX - AB TRUST - AB Discovery Value Fund Class A 8
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 8
Oversea-Chinese Banking CORP Ltd 8
Cushing Mlp Total Return Fund 8
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 8
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 8
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 8
Oppenheimer Steelpath Panoramic Fund 8
Berger Financial Group, Inc 8
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 8
E Fund Management Co., Ltd. 8
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 8
Raiffeisen Bank International AG 8
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 8
AlphaCore Capital LLC 8
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 8
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 8
Cypress Funds Llc 8
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 8
Federated Mdt Large Cap Value Fund 8
Aberdeen Global Income Fund Inc 8
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 8
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 8
Eisler Capital Management Ltd. 8
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 8
VitalStone Financial, LLC 8
Chapin Davis, Inc. 8
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 8
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 8
Legg Mason Bw Global Income Opportunities Fund Inc. 8
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 8
Hourglass Capital, Llc 8
Creative Capital Management Investments LLC 8
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 8
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 8
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 8
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 8
Eaton Vance California Municipal Bond Fund 8
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 8
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 8
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 8
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 8
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 8
BKD Wealth Advisors, LLC 8
Usca All Terrain Fund 8
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 8
Romano Brothers And Company 8
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 8
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 8
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 8
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 8
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 8
EAM Investors, LLC 8
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 8
PrairieView Partners, LLC 8
Successful Portfolios LLC 8
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 8
Axxcess Wealth Management, Llc 8
Morningstar Investment Services LLC 8
Roundview Capital LLC 8
Artisan Partners Limited Partnership 8
Carillon Tower Advisers, Inc. 8
Old Republic International Corp 8
Aevitas Wealth Management, Inc. 8
Charter Oak Capital Management, LLC 8
EdgeRock Capital LLC 8
Castle Wealth Management Llc 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
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 8
M Holdings Securities, Inc. 8
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 8
Vanguard Capital Wealth Advisors 8
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 8
Traynor Capital Management, Inc. 8
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 8
Seelaus Asset Management LLC 8
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 8
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 8
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 8
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 8
Triasima Portfolio Management inc. 8
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 8
B&D White Capital Company, LLC 8
Marino, Stram & Associates Llc 8
Winthrop Partners - Wny, Llc 8
Varma Mutual Pension Insurance Co 8
Wealth Alliance Advisory Group, LLC 8
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 8
Pathway Financial Advisors LLC 8
AGF Investments America Inc. 8
Elo Mutual Pension Insurance Co 8
Silvant Capital Management LLC 8
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 8
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 8
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 8
Quantessence Capital LLC 8
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 8
Change Path, LLC 8
PENN SERIES FUNDS INC - Small Cap Index Fund 8
PENN SERIES FUNDS INC - Index 500 Fund 8
Canal Capital Management, LLC 8
Sittner & Nelson, Llc 8
Howard Capital Management Inc. 8
Chesapeake Wealth Management 8
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 8
Unigestion Holding SA 8
Ccm Investment Advisers Llc 8
Brand Asset Management Group, Inc. 8
Avitas Wealth Management LLC 8
Equitable Trust Co 8
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 8
Resurgent Financial Advisors LLC 8
Capital Advisory Group Advisory Services, LLC 8
Securian Funds Trust - SFT Index 500 Fund Class 1 8
SILVER OAK SECURITIES, Inc 8
Cladis Investment Advisory, LLC 8
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 8
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 8
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 8
Dfpg Investments, Llc 8
Graves-Light Private Wealth Management, Inc. 8
Allred Capital Management, LLC 8
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 8
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 8
Tacita Capital Inc 8
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 8
Outfitter Financial LLC 8
Acima Private Wealth, Llc 8
Tcg Advisors, Lp 8
Safeguard Financial, LLC 8
Costello Asset Management, INC 8
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 8
Steadfast Advisors Lp 8
Mpwm Advisory Solutions, Llc 8
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 8
Smallwood Wealth Investment Management, LLC 8
Your Advocates Ltd., LLP 8
MBM Wealth Consultants, LLC 8
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 8
9258 Wealth Management, LLC 8
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 8
Thoroughbred Financial Services, Llc 8
Deep Basin Capital LP 8
Magnus Financial Group LLC 8
Seeyond 8
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 8
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 8
O'Shares Investment Advisers, LLC 8
Hoover Financial Advisors, Inc. 8
Meridian Wealth Advisors, LLC 8
New England Asset Management Inc 8
Pinnacle Holdings, LLC 8
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 8
MorganRosel Wealth Management, LLC 8
44 Wealth Management Llc 8
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 8
MONECO Advisors, LLC 8
American Trust 8
Western Wealth Management, LLC 8
Clarfeld Financial Advisors, Llc 8
City State Bank 8
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 8
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 8
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 8
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 8
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 8
BCJ Capital Management, LLC 8
Occidental Asset Management, LLC 8
Atwater Malick LLC 8
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 8
Patriot Investment Management Inc. 8
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 8
Nicolet Advisory Services, Llc 8
Curi Wealth Management, LLC 8
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 8
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 8
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 8
OneAscent Financial Services LLC 8
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 8
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 8
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 8
Zullo Investment Group, Inc. 8
Mayflower Financial Advisors, LLC 8
Willis Johnson & Associates, Inc. 8
Murphy & Mullick Capital Management Corp 8
Sendero Wealth Management, LLC 8
Hollow Brook Wealth Management LLC 8
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 8
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 8
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 8
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 8
Western Pacific Wealth Management, LP 8
Mbb Public Markets I Llc 8
TCF National Bank 8
Journey Strategic Wealth Llc 8
Ilmarinen Mutual Pension Insurance Co 8
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 8
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 8
Keystone Wealth Services, LLC 8
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 8
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 8
RE Dickinson Investment Advisors, LLC 8
New Millennium Group LLC 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 8
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 7
Gabelli Equity Trust Inc 7
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 7
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 7
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 7
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 7
Keystone Financial Group 7
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 7
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 7
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 7
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 7
Empower Advisory Group, LLC 7
Blackrock California Municipal Income Trust 7
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 7
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 7
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 7
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 7
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 7
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 7
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 7
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 7
Allianzgi Convertible & Income Fund 7
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 7
Allianzgi Convertible & Income Fund Ii 7
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 7
Tradewinds, LLC. 7
Prevail Innovative Wealth Advisors, Llc 7
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 7
Putnam Global Natural Resources Fund 7
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 7
Blueprint Investment Partners LLC 7
Azimuth Capital Investment Management LLC 7
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 7
Voya Asia Pacific High Dividend Equity Income Fund 7
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 7
Voya International High Dividend Equity Income Fund 7
Hennion & Walsh Asset Management, Inc. 7
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 7
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 7
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 7
Templeton Emerging Markets Fund 7
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 7
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 7
Principle Wealth Partners Llc 7
PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. 7
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 7
Invesco Municipal Trust 7
111 Capital 7
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 7
Chessman Wealth Strategies Ria 7
Fidelity Multi-Strategy Credit Fund 7
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 7
Vista Private Wealth Partners. LLC 7
Cito Capital Group, LLC 7
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 7
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 7
Poehling Capital Management, LLC 7
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 7
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 7
Summit X, LLC 7
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 7
AlphaStar Capital Management, LLC 7
Sage Capital Advisors,llc 7
Peconic Partners Llc 7
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 7
Hellman Jordan Management Co Inc /ma/ 7
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 7
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 7
Meyer Handelman Co 7
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 7
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 7
Miller Wealth Advisors, Llc 7
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 7
Mitchell Capital Management Co 7
CFO4Life Group, LLC 7
Morse Asset Management, Inc 7
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 7
S.A. Mason LLC 7
Farringdon Capital, Ltd. 7
First Pacific Financial 7
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 7
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 7
Almanack Investment Partners, LLC. 7
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares 7
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 7
TOPTX - Managed Portfolio Series - Tortoise Energy Evolution Fund A Class Shares 7
Aft, Forsyth & Company, Inc. 7
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 7
EXFLX - EATON VANCE INVESTMENT TRUST - Eaton Vance Floating-Rate Municipal Income Fund Class A 7
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 7
NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A 7
CAMG Solamere Management, LLC 7
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 7
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 7
GQG Partners LLC 7
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 7
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 7
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 7
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 7
United Community Bank 7
Provenance Wealth Advisors, LLC 7
Sustainable Insight Capital Management, LLC 7
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 7
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 7
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 7
Virtus Alternative Investment Advisers, Inc. 7
Ballast Advisors Llc 7
Bcm Advisors, Llc 7
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 7
Rogco, Lp 7
NEOS Investment Management LLC 7
Northwest Quadrant Wealth Management, LLC 7
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 7
Allianz Se 7
JT Stratford LLC 7
VanEck Funds 7
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 7
Greenfield Savings Bank 7
VVMCX - VALIC Co I - Mid Cap Value Fund 7
G&S Capital LLC 7
First Command Advisory Services, Inc. 7
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 7
Bach Investment Advisors Ltd 7
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 7
Rainier Group Investment Advisory LLC 7
One River Asset Management, LLC 7
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 7
Paragon Wealth Strategies, LLC 7
Kenfarb & Co. 7
FUKOKU MUTUAL LIFE INSURANCE Co 7
ELCO Management Co., LLC 7
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 7
Etf Managers Group, Llc 7
Clifford Swan Investment Counsel Llc 7
Advisor Consultant Network Inc 7
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 7
Arvest Trust Co N A 7
Baring International Investment Ltd 7
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 7
Rexford Capital Inc 7
Transform Wealth, LLC 7
MEMBERS Trust Co 7
Jackson, Grant Investment Advisers, Inc. 7
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 7
Signator Financial Services, Inc. 7
Woodard & Co Asset Management Group Inc /adv 7
Howland Capital Management Llc 7
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 7
Senator Investment Group LP 7
Banyan Partners, LLC 7
Legg Mason Investment Counsel & Trust Co., N.A. 7
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 7
FRG Family Wealth Advisors LLC 7
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 7
Highfields Capital Management Lp 7
Nexus Asset Management LLC 7
Guardian Wealth Management, Inc. 7
Gary Goldberg Planning Services Inc 7
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 7
Deuterium Capital Management, LLC 7
Founders Bank & Trust 7
StellarOne CORP 7
Western Asset Management Company, LLC 7
Turtle Creek Wealth Advisors, LLC 7
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 7
Lombard Odier & Cie (Bahamas) Ltd 7
Canada Post Corp Registered Pension Plan 7
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 7
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 7
Industrial Alliance Investment Management Inc. 7
Indices-Pac Research Corp. 7
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 7
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 7
Hcim Trust 7
Gleason Group, Inc. 7
Tyche Wealth Partners LLC 7
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 7
Friess Associates Llc 7
Naples Money Management LLC 7
Energy Income Partners, LLC 7
Semper Trust Co. 7
AJOVista, LLC 7
Congress Asset Management Co /ma 7
Quotient Wealth Partners, LLC 7
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 7
Lombard Odier & Cie (Canada), Limited Partnership 7
Atlas Private Wealth Advisors 7
Tidemark, LLC 7
Rocky Mountain Advisers, Llc 7
MSD Partners, L.P. 7
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 7
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 7
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 7
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 7
Numina Capital Management, LLC 7
Bronson Point Management LLC 7
Abacus Planning Group, Inc. 7
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 7
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 7
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 7
Duquesne Family Office LLC 7
Profunds - Profund Vp Large-cap Growth 7
Boys Arnold & Co Inc 7
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 7
Tilia Fiduciary Partners, Inc. 7
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 7
Belmont Capital, LLC 7
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 7
Hoey Investments, Inc 7
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 7
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 7
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 7
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 7
55i, Llc 7
Modern Wealth Management, LLC 7
Suvretta Capital Management, Llc 7
Jabre Capital Partners S.A. 7
SFY - Tidal ETF Trust - SoFi Select 500 ETF 7
Mobius Capital Management, Llc 7
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 7
Foster Dykema Cabot & Partners, Llc 7
Cognios Capital, LLC 7
Quest 10 Wealth Builders, Inc. 7
Dymon Asia Capital (singapore) Pte. Ltd. 7
Telemark Asset Management, LLC 7
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 7
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 7
FJ Investments, LLC 7
LVZ Advisors, Inc. 7
Aspect Partners, LLC 7
Wcm Investment Management, Llc 7
Spectrum Wealth Counsel, LLC 7
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 7
Sanibel Captiva Trust Company, Inc. 7
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 7
nVerses Capital, LLC 7
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 7
Hobbs Group Advisors, LLC 7
Saudi Central Bank 7
Vima Llc 7
Zions Trust, National Association 7
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 7
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 7
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 7
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 7
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 7
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 7
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 7
Forsta Ap-fonden 7
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 7
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 7
Abel Hall, LLC 7
Marshall & Sterling Wealth Advisors Inc. 7
Demars Financial Group, LLC 7
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 7
Red Tortoise LLC 7
Pinnacle Wealth Advisors 7
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 7
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 7
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 7
Carderock Capital Management Inc 7
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 7
Stuart Chaussee & Associates, Inc. 7
Paradigm Financial Advisors, LLC 7
Armbruster Capital Management, Inc. 7
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 7
Alaethes Wealth LLC 7
PENN SERIES FUNDS INC - Developed International Index Fund 7
CTC Capital Management, LLC 7
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 7
Piscataqua Savings Bank 7
Livelsberger Financial Advisory 7
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 7
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 7
Baldwin Investment Management, LLC 7
CMT Asset Management Ltd 7
Sovereign Financial Group, Inc. 7
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 7
Fishman Jay A Ltd/mi 7
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 7
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 7
National Investment Services Inc /wi 7
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 7
Winnow Wealth Llc 7
Sunnymeath Asset Management, Inc. 7
Financial Synergies Wealth Advisors, Inc. 7
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 7
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 7
LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A 7
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 7
Perpetual Investment Management Ltd 7
American Capital Advisory, LLC 7
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 7
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 7
EFG Asset Management (Americas) Corp. 7
Bedrijfstakpensioenfonds Voor De Media Pno 7
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 7
First Business Financial Services, Inc. 7
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 7
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 7
Skba Capital Management Llc 7
Reaves W H & Co Inc 7
Green Harvest Asset Management LLC 7
Sfmg, Llc 7
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 7
Hunter Associates Investment Management Llc 7
Yakira Capital Management, Inc. 7
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 7
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 7
Aureus Asset Management, LLC 7
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 7
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 7
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 7
Central Pacific Bank - Trust Division 7
Odey Asset Management Group Ltd 7
Angeles Wealth Management, Llc 7
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 7
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 7
DHJJ Financial Advisors, Ltd. 7
Hemenway Trust Co LLC 7
Pflug Koory, LLC 7
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 7
Boenning & Scattergood, Inc. 7
Menard Financial Group LLC 7
M&G Plc 7
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 7
Markston International Llc 7
Foundations Investment Advisors, LLC 7
Clarus Group, Inc. 7
Liberty Capital Management, Inc. 7
Augustine Asset Management Inc 7
Baxter Bros Inc 7
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 7
Founders Financial Securities Llc 7
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 7
First American Trust, Fsb 7
Smith, Moore & Co. 7
Arvest Bank Trust Division 7
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 7
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 7
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 7
Starfire Investment Advisers, Inc. 7
CSTMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Short-Term Municipal Fund Share class 7
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 7
Town & Country Bank & Trust CO dba First Bankers Trust CO 7
United Capital Management of KS, Inc. 7
Ninety One North America, Inc. 7
Semper Augustus Investments Group Llc 7
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 7
Seizert Capital Partners, Llc 7
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 7
Greenwich Wealth Management LLC 7
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 7
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 7
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 7
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 7
Ws Management Lllp 7
Ironwood Financial, llc 7
Institutional Investment Strategy Fund 7
Pathway Financial Advisers, LLC 7
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 7
Pinnacle Wealth Management Advisory Group, LLC 7
Fund Management at Engine No. 1 LLC 7
AIA Group Ltd 7
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 7
Rakuten Investment Management, Inc. 7
TruNorth Capital Management, LLC 7
Bell Rock Capital Llc 7
KEAT - EA Series Trust - Keating Active ETF 7
Sigma Capital Management Llc 7
Doheny Asset Management /ca 7
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 7
Boston Common Asset Management, LLC 7
Df Dent & Co Inc 7
Beacon Investment Advisory Services, Inc. 7
Beacon Financial Group 7
First Financial Bank - Trust Division 7
Bank & Trust Co 7
F&V Capital Management, LLC 7
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 7
Hoese & Co LLP 7
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 7
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 7
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 7
Pensionfund DSM Netherlands 7
Patton Albertson Miller Group, Llc 7
First National Bank of Mount Dora, Trust Investment Services 7
Lynx Investment Advisory 7
Pegasus Partners Ltd. 7
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 7
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 7
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 7
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 7
Delta Investment Management, LLC 7
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 7
Landsberg, Bennett, & Dubbaneh LLC 7
Richards, Merrill & Peterson, Inc. 7
Burke & Herbert Bank & Trust Co 7
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 7
Marcum Wealth, LLC 7
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 7
B & T Capital Management DBA Alpha Capital Management 7
ID Management A/S 7
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 7
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 7
J. Safra Sarasin Holding AG 7
Inlet Private Wealth, LLC 7
PACIFIC SELECT FUND - Comstock Portfolio Class I 7
Regent Investment Management LLC 7
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 7
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 7
Parasol Investment Management, LLC 7
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 7
Cohen Capital Management, Inc. 7
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 7
UNIVEST FINANCIAL Corp 7
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 7
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 7
American Research & Management Co. 7
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 7
Aviso Financial Inc. 7
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 7
Sabal Trust CO 7
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 7
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 7
Concorde Asset Management, LLC 7
Veracity Capital LLC 7
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 7
Torch Wealth Management LLC 7
Green Owl Capital Management, LLC 7
Hardy Reed LLC 7
Provence Wealth Management Group 7
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 7
Triangle Securities Wealth Management 7
Roman Butler Fullerton & Co 7
Decatur Capital Management, Inc. 7
Grandview Asset Management LLC 7
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 7
Accuvest Global Advisors 7
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 7
Level Financial Advisors, Inc. 7
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 7
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund 7
Beutel, Goodman & Co Ltd. 7
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 7
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 7
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 7
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 7
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 7
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 7
Keebeck Wealth Management, LLC 7
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 7
Intersect Capital LLC 7
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 7
Cornerstone Advisors, LLC 7
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF 7
Bowen Hanes & Co Inc 7
CRA Financial Services, LLC 7
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 7
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 7
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 7
Chemung Canal Trust Co 7
Kozak & Associates, Inc. 7
Carret Asset Management, Llc 7
Douglass Winthrop Advisors, LLC 7
Mufg Securities Americas Inc. 7
Strategic Investment Advisors / MI 7
LMR Master Fund Ltd 7
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 7
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 7
Mizuho Securities Usa Llc 7
West Coast Financial LLC 7
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 7
Fca Corp /tx 7
Birchbrook, Inc. 7
Cobblestone Capital Advisors Llc /ny/ 7
Cedar Brook Financial Partners, LLC 7
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 7
Westend Capital Management LLC 7
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 7
ORG Wealth Partners, LLC 7
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 7
Analyst IMS Investment Management Services Ltd. 7
USVT - Ultimus Managers Trust - US VALUE ETF 7
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 7
Capital Impact Advisors, LLC 7
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 7
Reston Wealth Management Llc 7
Coyle Financial Counsel LLC 7
Painted Porch Advisors LLC 7
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 7
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 7
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 7
Steinberg Global Asset Management 7
Mcmillion Capital Management Inc 7
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 7
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 7
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 7
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 7
Truehand, Inc 7
GlobalBridge, Inc. 7
Corsicana & Co. 7
Soltis Investment Advisors LLC 7
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 7
Mizuho Securities Co. Ltd. 7
Wallington Asset Management, LLC 7
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 7
KAMES CAPITAL management Ltd 7
Alpine Bank Wealth Management 7
E&G Advisors, LP 7
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 7
D. Scott Neal, Inc. 7
First National Bank of South Miami 7
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 7
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 7
Anchorage Capital Group, L.L.C. 7
Fiduciary Financial Services Of The Southwest Inc /tx 7
New Century Advisors, LLC 7
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 7
River & Mercantile Asset Management Llp 7
Horrell Capital Management, Inc. 7
Farmers & Merchants Trust Co of Long Beach 7
Family Capital Trust Co 7
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 7
Onefund, Llc 7
Main Street Financial Solutions, LLC 7
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 7
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 7
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 7
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 7
Chase Investment Counsel Corp 7
Magnolia Capital Advisors Llc 7
EENAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Energy and Natural Resources Fund Class A 7
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 7
Argent Financial Group, Inc. 7
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 7
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 7
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 7
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 7
Valicenti Advisory Services Inc 7
Lodestar Investment Counsel Llc/il 7
PUTNAM FUNDS TRUST - Putnam Short-Term Municipal Income Fund CLASS A 7
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 7
Peddock Capital Advisors, Llc 7
Stamos Capital Partners, L.p. 7
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 7
Blue Fin Capital, Inc. 7
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 7
Aspen Investment Management Inc 7
Community Financial Services Group, LLC 7
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 7
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 7
SLPIX - Profunds - Small-cap Profund Investor Class 7
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 7
Randolph Co Inc 7
Cubic Asset Management, LLC 7
Widmann Financial Services, Inc. 7
Susquehanna International Group Ltd. 7
Ostrum Asset Management 7
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 7
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 7
Campbell Wealth Management 7
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 7
Mariner Investment Group Llc 7
Cutler Capital Management, LLC 7
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 7
Murphy Capital Management Inc 7
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 7
Asset Advisors Corp 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 7
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 7
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 7
Fortem Financial Group, Llc 7
Sowa Financial Group, Inc. 7
Thompson Investment Management, Inc. 7
Actinver Wealth Management, Inc. 7
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7
Financial Connections Group, Inc. 7
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 7
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 7
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 7
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 7
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 7
Heron Financial Group, Llc 7
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 7
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 7
Adams Wealth Management 7
Beacon Trust Co 7
Mine & Arao Wealth Creation & Management, LLC. 7
Nalls Sherbakoff Group, Llc 7
Peterson Financial Group, Inc. 7
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 7
Cedar Mountain Advisors, LLC 7
Mechanics Bank Trust Department 7
LGPIX - Profunds - Large-cap Growth Profund Investor Class 7
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 7
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 7
Filbrandt Wealth Management, LLC 7
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 7
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 7
Narwhal Capital Management 7
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 7
Pinz Capital Management, LP 7
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 7
1776 Wealth LLC 7
Weatherly Asset Management L. P. 7
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 7
Birmingham Capital Management Co Inc/al 7
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 7
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 7
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 7
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 7
Cynosure Management, Llc 7
Carnick & Kubik, LLC 7
Pillar Pacific Capital Management Llc 7
Trust Co Of Oklahoma 7
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 7
Barr E S & Co 7
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 7
Edge Capital Group, LLC 7
First United Bank Trust/ 7
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 7
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 7
Blue Chip Partners, Inc. 7
EIINX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Opportunities Fund Class R6 7
Westchester Capital Management, Inc. 7
Brendel Financial Advisors LLC 7
Knuff & Co LLC 7
Bar Harbor Trust Services 7
Capitolis Advisors LLC 7
SkyOak Wealth, LLC 7
Water Island Capital Llc 7
Third Point LLC 7
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 7
Hgk Asset Management Inc 7
NMIEX - Northern Funds - Active M International Equity Fund 7
Tobias Financial Advisors, Inc. 7
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 7
Covenant Partners, LLC 7
Crews Bank & Trust 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 7
Cypress Capital, LLC 7
Tuscan Ridge Asset Management Llc 7
Comprehensive Financial Consultants Institutional, Inc. 7
TBH Global Asset Management, LLC 7
Constellation Wealth Advisors, LLC 7
Meixler Investment Management, Ltd. 7
FITAX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Income Fund Class A 7
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 7
Aspiriant, Llc 7
Karpas Strategies, Llc 7
Financial Life Planners 7
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 7
NOIEX - Northern Funds - Northern Income Equity Fund 7
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 7
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 7
Fulcrum Equity Management 7
Schwartz Investment Counsel Inc 7
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 7
NOLCX - Northern Funds - Northern Large Cap Core Fund 7
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 7
Resona Asset Management Co.,Ltd. 7
NJ State Employees Deferred Compensation Plan 7
Ifrah Financial Services, Inc. 7
Centric Wealth Management 7
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 7
Ahl Investment Management, Inc. 7
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 7
DAINX - Dunham Funds - Dunham International Stock Fund Class A 7
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 7
Ironsides Asset Advisors, LLC 7
Sather Financial Group Inc 7
Uniting Wealth Partners, LLC 7
KG&L Capital Management,LLC 7
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 7
Boston Family Office Llc 7
Northwest Bancshares, Inc. 7
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 7
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 7
FMHI - First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF 7
PAX Financial Group, LLC 7
Harbor Asset Planning, Inc. 7
Check Capital Management Inc/ca 7
SMITH HAYES Advisers, Inc 7
Lake Street Financial Llc 7
Azimuth Capital Management LLC 7
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 7
Fedenia Advisers LLC 7
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 7
Kmg Fiduciary Partners, Llc 7
Willis Investment Counsel 7
Tower Bridge Advisors 7
Montgomery Investment Management Inc 7
Waters Parkerson & Co., Llc 7
Pax World Management Llc 7
Mountain Pacific Investment Advisers Inc/id 7
CPI - IndexIQ ETF Trust - IQ Real Return ETF 7
Lionsbridge Wealth Management LLC 7
Calamos Wealth Management LLC 7
Nicholas Investment Partners, LP 7
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 7
Achievement Holdings L.P. 7
Chilton Investment Co Llc 7
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 7
Orleans Capital Management Corp/la 7
Keeley Asset Management Corp 7
Firestone Capital Management 7
Gwn Securities Inc. 7
ENDW - EA Series Trust - Cambria Endowment Style ETF 7
Leisure Capital Management 7
TAP Consulting, LLC 7
VSM Wealth Advisory, LLC 7
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 7
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 7
Penobscot Investment Management Company, Inc. 7
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 7
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 7
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 7
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 7
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 7
Fort Sheridan Advisors Llc 7
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 7
EWG Elevate Inc. 7
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 7
BRASX - Blackrock Allocation Target Shares - Bats Series S 7
VACVX - VALIC Co II - Large Cap Value Fund 7
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 7
MML Series Investment Fund II - MML Asset Momentum Fund Class II 7
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 7
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 7
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 7
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 7
Steel Peak Wealth Management LLC 7
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 7
Principal Street Partners, LLC 7
OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A 7
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 7
RBA Wealth Management, LLC 7
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 7
JPICX - JPMorgan Trust I - JPMorgan California Tax Free Bond Fund Class I 7
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 7
Princeton Capital Management Llc 7
Scissortail Wealth Management, LLC 7
Thor Advisors, Llc 7
First National Corp /ma/ /adv 7
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 7
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 7
GOFIX - GMO TRUST - GMO Resources Fund Class III 7
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 7
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 7
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 7
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 7
American Assets Investment Management, LLC 7
GTFBX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Georgia Tax-Free Bond Fund 7
VCSLX - VALIC Co I - Small Cap Index Fund 7
VBCVX - VALIC Co I - Systematic Value Fund 7
Enterprise Trust & Investment Co 7
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A 7
Sandy Cove Advisors, LLC 7
Sound View Wealth Advisors Group, LLC 7
Legend Financial Advisors, Inc. 7
Patton Fund Management, Inc. 7
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 7
Ti-trust, Inc 7
Tranquility Partners, 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
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 7
MidWestOne Financial Group, Inc. 7
Clear Creek Financial Management, LLC 7
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 7
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 7
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 7
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 7
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 7
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 7
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 7
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 7
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 7
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 7
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 7
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 7
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 7
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 7
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 7
Summit Wealth Group, LLC 7
Mystic Asset Management, Inc. 7
Sierra Capital LLC 7
Legacy Wealth Asset Management, LLC 7
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 7
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 7
Mairs & Power Inc 7
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 7
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 7
Bornite Capital Management LP 7
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 7
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 7
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 7
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 7
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 7
Private Capital Management Inc 7
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 7
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 7
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 7
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 7
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 7
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 7
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 7
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 7
Ivy High Income Opportunities Fund 7
STRV - EA Series Trust - Strive 500 ETF 7
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 7
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 7
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 7
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 7
Credit Suisse High Yield Bond Fund 7
Catalyst Financial Partners Llc 7
Oder Investment Management, LLC 7
Wells Fargo Income Opportunities Fund 7
Alpine Series Trust 7
Western Financial Corp/CA 7
Western Asset Global Corporate Defined Opportunity Fund Inc. 7
Alpine Total Dynamic Dividend Fund 7
Daymark Wealth Partners, Llc 7
Cyndeo Wealth Partners, LLC 7
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 7
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 7
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 7
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 7
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 7
Merrion Investment Management Co, LLC 7
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 7
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 7
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 7
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 7
NorthCrest Asset Manangement, LLC 7
SA FUNDS INVESTMENT TRUST - SA International Value Fund 7
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 7
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 7
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 7
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 7
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N 7
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 7
Team Hewins, LLC 7
Signature Estate & Investment Advisors Llc 7
Monticello Wealth Management, Llc 7
Ethos Financial Group, LLC 7
McGlone Suttner Wealth Management, Inc. 7
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 7
Oppenheimer Dividend Opportunity Fund 7
Portolan Capital Management, LLC 7
Cowa, Llc 7
Brewin Dolphin Wealth Management Ltd 7
New Hampshire Trust 7
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 7
Putnam Municipal Opportunities Trust 7
Eisler Capital (US) LLC 7
First Community Trust Na 7
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 7
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 7
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 7
DCM Advisors, LLC 7
Delta Financial Group, Inc. 7
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 7
S&t Bank/pa 7
Beverly Hills Private Wealth, LLC 7
Western Asset High Income Opportunity Fund Inc. 7
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 7
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 7
Highland Capital Management Fund Advisors, L.p. 7
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 7
Stableford Capital Ii Llc 7
Western Asset Global High Income Fund Inc. 7
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 7
Allstate Investment Management Co 7
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 7
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 7
Virtus Total Return Fund Inc. 7
Dogwood Wealth Management LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 7
Numerai GP LLC 7
Czech National Bank 7
SageView Advisory Group, LLC 7
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 7
Total Wealth Planning & Management, Inc. 7
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 7
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 7
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 7
BRAMX - Blackrock Allocation Target Shares - Bats Series M 7
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 7
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 7
Credit Suisse Asset Management Income Fund Inc 7
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 7
Cornerstone Advisors Inc 7
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 7
Holos Integrated Wealth LLC 7
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 7
SCIU - Global X Funds - Global X Scientific Beta US ETF 7
McCarthy Asset Management, Inc. 7
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 7
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 7
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 7
ForthRight Wealth Management, LLC 7
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 7
Cornerstone Strategic Value Fund Inc 7
Cornerstone Total Return Fund Inc 7
Atlas Private Wealth Management 7
Blackrock Enhanced Global Dividend Trust 7
Reby Advisors, LLC 7
Vermillion Wealth Management, Inc. 7
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 7
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 7
Milestone Investment Advisors LLC 7
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 7
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 7
MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y 7
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 7
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 7
Murchinson Ltd. 7
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 7
Harbor Financial Services, Llc 7
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 7
Horizon Bancorp Inc /in/ 7
Marketocracy Funds 7
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 7
Federated Core Trust Ii 7
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 7
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 7
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 7
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 7
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 7
TruWealth Advisors, LLC 7
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 7
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 7
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 7
Gilder Gagnon Howe & Co Llc 7
Paulson & Co. Inc. 7
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 7
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 7
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 7
ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF 7
Marathon Capital Management 7
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 7
University Of Texas/texas Am Investment Managment Co 7
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 7
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 7
Monument Capital Management 7
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 7
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 7
25 Llc 7
Morgan Stanley India Investment Fund, Inc. 7
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 7
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 7
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 7
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 7
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 7
Iron Horse Wealth Management, LLC 7
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 7
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 7
Carmichael Hill & Associates, Inc. 7
ACVF - ETF Opportunities Trust - American Conservative Values ETF 7
QGMIX - AQR Funds - AQR Global Macro Fund Class I 7
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 7
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 7
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 7
Buckley Wealth Management, LLC 7
Barings Participation Investors 7
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund 7
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 7
Ruggaard & Associates LLC 7
Nuveen High Income 2020 Target Term Fund 7
La Banque Postale Asset Management SA 7
Pine Valley Investments Ltd Liability Co 7
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 7
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 7
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 7
Global Assets Advisory, LLC 7
Cardiff Park Advisors, Llc 6
West Bancorporation Inc 6
ESL Trust Services, LLC 6
Rowland Carmichael Advisors Inc /adv 6
Hummer Financial Advisory Services Inc 6
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 6
Carolina Wealth Advisors, LLC 6
Capital Square, LLC 6
Insight 2811, Inc. 6
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 6
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 6
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 6
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 6
Secure Asset Management, LLC 6
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 6
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 6
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 6
Pavion Blue Capital, LLC 6
Briaud Financial Planning, Inc 6
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 6
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 6
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 6
Bryce Point Capital, LLC 6
WMS Partners, LLC 6
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 6
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 6
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 6
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 6
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 6
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 6
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 6
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 6
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 6
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 6
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 6
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 6
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 6
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 6
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 6
BERIX - Chartwell Funds - Berwyn Income Fund 6
Relyea Zuckerberg Hanson LLC 6
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 6
Court Place Advisors, LLC 6
denkapparat Operations GmbH 6
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 6
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 6
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 6
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 6
TAXF - AMERICAN CENTURY ETF TRUST - American Century Diversified Municipal Bond ETF 6
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 6
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 6
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 6
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 6
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 6
MTFIX - BMO FUNDS, INC. - BMO Short Tax-Free Fund Class I 6
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 6
Sava Infond d.o.o. 6
BARING ASSET MANAGEMENT Ltd 6
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 6
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 6
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 6
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 6
BSMR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 6
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 6
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 6
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 6
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 6
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 6
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 6
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 6
Abn Amro Investment Solutions 6
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 6
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 6
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 6
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 6
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 6
Investment Partners, Ltd. 6
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 6
CXI Advisors 6
Crowley Wealth Management, Inc. 6
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 6
Gamble Jones Investment Counsel 6
BKF - iShares, Inc. - iShares MSCI BRIC ETF 6
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 6
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 6
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 6
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 6
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 6
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 6
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 6
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 6
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 6
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 6
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 6
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 6
VCGEX - VALIC Co I - Emerging Economies Fund 6
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 6
PRVAX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Virginia Tax-Free Bond Fund 6
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 6
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 6
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 6
JTISX - JPMorgan Trust I - JPMorgan High Yield Municipal Fund Class I 6
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 6
HLTAX - JPMORGAN TRUST II - JPMorgan Municipal Income Fund Class I 6
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 6
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 6
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 6
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 6
VMCVX - VALIC Co II - Mid Cap Value Fund 6
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 6
Aull & Monroe Investment Management Corp 6
Paragon Capital Management LLC 6
Generali Investments, Management Co LLC 6
IFC Holdings Incorporated/FL 6
Telos Capital Management, Inc. 6
Lowe Wealth Advisors, LLC 6
Flagship Wealth Advisors, Llc 6
Generali Asset Management SPA SGR 6
IMG Wealth Management, Inc. 6
Bristol John W & Co Inc /ny/ 6
one8zero8, LLC 6
Iberiabank Corp 6
Delek Group, Ltd. 6
Argentarii, LLC 6
Braun Stacey Associates Inc 6
Vision Financial Markets Llc 6
Synergy Investment Management, LLC 6
Axiom International Investors Llc /de 6
Dearborn Partners Llc 6
BankPlus Trust Department 6
Vertex One Asset Management Inc. 6
Bank of Jackson Hole Trust 6
Maryland Capital Management 6
Abc Arbitrage Sa 6
Bbr Partners, Llc 6
Silphium Asset Management Ltd 6
Paragon Associates & Paragon Associates Ii Joint Venture 6
Asset Planning,Inc 6
IFLO - Victory Portfolios II - VictoryShares International Free Cash Flow ETF 6
Greatmark Investment Partners, Inc. 6
Select Equity Group, L.P. 6
Edmond De Rothschild Asset Management (france) 6
First Commonwealth Financial Corp /pa/ 6
Delphi Management Inc /ma/ 6
Capital Group KKR Multi-Sector (plus) 6
Compass Financial Services Inc 6
YANKCOM Partnership 6
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 6
Swift Run Capital Management, LLC 6
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF 6
Ntv Asset Management Llc 6
Avantra Family Wealth, Inc. 6
SeaTown Holdings Pte. Ltd. 6
Sharkey, Howes & Javer 6
Monetta Financial Services Inc 6
Decker Retirement Planning Inc. 6
Scott & Selber, Inc. 6
Oddo Bhf Asset Management Sas 6
Nbw Capital Llc 6
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 6
Inr Advisory Services Llc 6
Fiduciary Group LLC 6
Eads & Heald Wealth Management 6
Argyle Capital Management Inc. 6
Cobiz Investment Management, Llc 6
Old Dominion Capital Management Inc 6
Caz Investments Lp 6
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 6
Hengehold Capital Management Llc 6
Rand Wealth, Llc 6
North Point Portfolio Managers Corp/oh 6
High Point Bank & Trust Co 6
Naples Global Advisors, Llc 6
Selway Asset Management 6
Susquehanna Trust & Investment Co 6
Montecito Bank & Trust 6
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 6
TEXN - iSHARES TRUST - iShares Texas Equity ETF 6
Trust Co Of Virginia /va 6
Goodman Financial Corp 6
Biondo Investment Advisors, LLC 6
Sanders Capital, LLC 6
Legacy Wealth Managment, LLC/ID 6
Barry Investment Advisors, LLC 6
Schmidt P J Investment Management Inc 6
Diversified Enterprises, LLC 6
Private Wealth Advisors, Inc. 6
Capital Planning Advisors, LLC 6
Spectrum Asset Management, Inc. (NB/CA) 6
American Alpha Advisors, LLC 6
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 6
Douglas C. Lane & Associates, Inc. 6
United Bank 6
New England Investment & Retirement Group, Inc. 6
Factory Mutual Insurance Co 6
Dumont & Blake Investment Advisors Llc 6
Concord Asset Management, LLC/VA 6
Wunderlich Capital Managemnt 6
Martin Currie Ltd 6
MASTERINVEST Kapitalanlage GmbH 6
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 6
Marathon Asset Management Lp 6
American Trust Investment Advisors, LLC 6
Fore Research & Management, LP 6
Maple Capital Management, Inc. 6
Atherton Lane Advisers, Llc 6
TIG Advisors, LLC 6
Colrain Capital Llc 6
Inverness Counsel Llc /ny/ 6
McKinley Carter Wealth Services, Inc. 6
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 6
Heritage Wealth Management, Inc. 6
Granite Investment Advisors, LLC 6
Annex Advisory Services, LLC 6
Flossbach Von Storch Ag 6
Brown Financial Advisors 6
Wealth Management Associates, Inc. 6
Fort Pitt Capital Group, Llc 6
Bennicas & Associates, Inc. 6
EHLS - Tidal Trust II - Even Herd Long Short ETF 6
Jolley Asset Management, LLC 6
CGHM - Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF Share class 6
William B. Walkup & Associates, Inc. 6
Farmers Trust Co 6
Litman Gregory Asset Management LLC 6
Hosking Partners LLP 6
Oakwood Capital Management Llc/ca 6
Appleton Partners Inc/ma 6
Financial Advisory Service, Inc. 6
Fairscale Capital, LLC 6
Center Coast Capital Advisors, LP 6
Wealthgarden F.s. Llc 6
Kerusso Capital Management LLC 6
Cheyne Capital Management (UK) LLP 6
Mirae Asset Securities (usa) Inc. 6
Jacobs & Co/ca 6
Three Peaks Capital Management, LLC 6
Lvm Capital Management Ltd/mi 6
Iowa State Bank 6
Knowledge Leaders Capital, LLC 6
Van Cleef Asset Management,Inc 6
Pure Financial Advisors, Inc. 6
Ion Asset Management Ltd. 6
Private Asset Management Inc 6
Amarillo National Bank 6
SummitTX Capital, L.P. 6
Palo Capital, Inc. 6
Wall Street Access Asset Management, LLC 6
Hanlon Investment Management, Inc. 6
Reynders McVeigh Capital Management, LLC 6
Autus Asset Management, LLC 6
Sterling Global Strategies LLC 6
Wealth Architects, LLC 6
Hartline Investment Corp/ 6
Teilinger Capital Ltd. 6
NINE MASTS CAPITAL Ltd 6
Wolf Group Capital Advisors 6
Taylor Wealth Management Partners 6
Westbourne Investment Advisors, Inc. 6
Capital Investment Counsel, Inc 6
Trust CO of the Ozarks 6
Northeast Financial Consultants Inc 6
Covington Investment Advisors Inc. 6
Tiemann Investment Advisors, Llc 6
New Covenant Trust Company, N.A. 6
Power Corp of Canada 6
Btr Capital Management Inc 6
iAB Financial Bank 6
Summit Financial Wealth Advisors, LLC 6
Berkshire Asset Management Llc/pa 6
Cape Cod Five Cents Savings Bank 6
Curbstone Financial Management Corp 6
Wilen Investment Management Corp. 6
Corbyn Investment Management Inc/md 6
Capital International Inc /ca/ 6
Wendell David Associates Inc 6
Somerset Trust Co 6
Hills Bank & Trust Co 6
AlphaOne Investment Services, LLC 6
Loeb Partners Corp 6
RWC Asset Management LLP 6
Somerville Kurt F 6
Kidder Stephen W 6
Notis-McConarty Edward 6
Parametric Risk Advisors LLC 6
Forester Capital Management, LTD 6
Sentinel Asset Management, Inc. 6
Catalina Capital Group, LLC 6
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 6
LVW Advisors, LLC 6
Argent Trust Company, N.a. 6
Smith, Salley & Associates 6
OneAscent Investment Solutions LLC 6
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 6
Jamison Eaton & Wood Inc /nj 6
Bank of Kentucky, Inc. 6
Wood Asset Management Inc 6
PARK CIRCLE Co 6
Lcnb Corp 6
Ccm Investment Group, Llc 6
Salient MF Trust 6
Strategic Planning Group, Llc 6
Kohlberg Kravis Roberts & Co. L.P. 6
FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund 6
Granite Investment Partners, LLC 6
Arlington Capital Management, Inc. 6
Ables, Iannone, Moore & Associates, Inc. 6
Brightworth 6
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 6
Elefante Michael B 6
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 6
Pandora Wealth, Inc. 6
Samsung Asset Management (New York), Inc. 6
Dominick & Dominick LLC 6
RKL Wealth Management LLC 6
Sivia Capital Partners, LLC 6
Marshall & Sullivan Inc /wa/ 6
Godshalk Welsh Capital Management, Inc. 6
Ally Financial Inc. 6
United Advisor Group, LLC 6
Bocage Capital, LLC 6
Pring Turner Capital Group Inc 6
Quadcap Wealth Management, LLC 6
Guardian Capital Advisors Lp 6
Midland Wealth Advisors Llc 6
Holistic Planning, LLC 6
Delta Global Management LP 6
Aristeia Capital Llc 6
Lumina Fund Management LLC 6
Clearbridge, Llc 6
Redmond Asset Management, LLC 6
First Trust Investment Solutions L.P. 6
Kelly Lawrence W & Associates Inc/ca 6
Steward Partners Investment Solutions, Llc 6
Northwestern Mutual Investment Services Llc 6
Teewinot Capital Advisers, L.L.C. 6
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 6
Gold Investment Management Ltd. 6
Focus Financial Network Inc /adv 6
Orbitronix, LP 6
Winthrop Capital Management, LLC 6
Stelac Advisory Services LLC 6
Zweig Advisers Llc 6
Gardner Russo & Quinn Llc 6
Spectrum Advisory Services Inc 6
NDVR, Inc. 6
Savvy Advisors, Inc. 6
Sitrin Capital Management LLC 6
Ray Gerald L & Associates Ltd 6
Schnieders Capital Management Llc 6
Physicians Financial Services, Inc. 6
Deimos Asset Management LLC 6
Fielder Capital Group LLC 6
Patrick M Sweeney & Associates, Inc 6
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 6
Shoker Investment Counsel, Inc. 6
Cetera Trust Company, N.A 6
Catapult Capital Management Llc 6
Vivid Wealth Management, LLC 6
Re Advisers Corp 6
Premier Fund Managers Ltd 6
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 6
Valley National Bancorp 6
First Citizens Bancorporation Inc 6
Arvest Investments, Inc. 6
Vermillion Asset Management LLC 6
Trueblood Wealth Management, LLC 6
Telluride Asset Management LLC 6
WCG Management, L.P. 6
Marathon Capital Management 6
Cascade Investment Advisors, Inc. 6
Nicholas Hoffman & Company, LLC. 6
Jamison Private Wealth Management, Inc. 6
Rock Creek Group, LP 6
Southland Equity Partners LLC 6
SMRI - EA Series Trust - Bushido Capital US Equity ETF 6
Stanford Investment Group, Inc. 6
Pvg Asset Management Corp 6
Clearwater Capital Advisors, LLC 6
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF 6
Asset Planning Services, Ltd. 6
Aveo Capital Partners, LLC 6
Manatuck Hill Partners, LLC 6
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 6
Radnor Capital Management, LLC 6
Huntleigh Advisors, Inc. 6
Fidelity D & D Bancorp Inc 6
Key Square Capital Management LLC 6
WP Advisors, LLC 6
Allen Mooney & Barnes Investment Advisors LLC 6
Team Financial Group, LLC 6
DLD Asset Management, LP 6
Blenheim Capital Management, BV 6
LeJeune Puetz Investment Counsel LLC 6
Narus Financial Partners, LLC 6
HCR Wealth Advisors 6
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 6
Peoples Bank/KS 6
Flaharty Asset Management, LLC 6
PHH Investments, Ltd. 6
New Perspective Fund 6
Elkhorn Investments, LLC 6
JMSI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF 6
Teachers Insurance & Annuity Association Of America 6
Dunvegan Associates, Inc. 6
Vivaldi Capital Management, LLC 6
First Financial Equity Corporation 6
Gilbert & Cook, Inc. 6
Peak Capital Management Llc 6
Primecap Management Co/ca/ 6
Delta Lloyd Asset Management N.v. 6
Garner Asset Management Corp 6
Ackerman Capital Advisors, LLC 6
Pinnacle Family Advisors, LLC 6
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 6
Security National Bank 6
Sompo Japan Nipponkoa Asset Management Co.,ltd. 6
CGC Financial Services, LLC 6
Landaas & Co /wi /adv 6
Silvia Mccoll Wealth Management, Llc 6
ECML - EA Series Trust - Euclidean Fundamental Value ETF 6
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF 6
Dodge & Cox 6
Lester Murray Antman dba SimplyRich 6
Rainier Investment Management Mutual Funds 6
Claymore Exchange-traded Fund Trust 2 6
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 6
Invesco Value Municipal Income Trust 6
Quadrant Private Wealth Management, LLC 6
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 6
Oppenheimer Corporate Bond Fund 6
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 6
Putnam Investors Fund 6
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 6
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 6
Blackrock Municipal 2030 Target Term Trust 6
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 6
FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 6
Kavilco Inc/wa/ 6
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 6
Barings Corporate Investors 6
Oppenheimer Integrity Funds 6
Titleist Asset Management, Llc 6
Wildermuth Endowment Strategy Fund 6
PCA Investment Advisory Services Inc. 6
FS Series Trust - FS Market Neutral Fund Class I 6
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 6
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 6
Eaton Vance Tax-managed Buy-write Opportunities Fund 6
Klr Investment Advisors, Llc 6
Gdl Fund 6
Core Bond Portfolio - Core Bond Portfolio 6
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 6
Quintet Private Bank (Europe) S.A. 6
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 6
Vinva Investment Management Ltd 6
American Funds Fundamental Investors 6
Cornerstone Management, Inc. 6
Channel Wealth Llc 6
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 6
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 6
Scout Funds 6
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 6
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 6
Empire Financial Management Company, LLC 6
Jnl Strategic Income Fund Llc 6
Authentikos Wealth Advisory, LLC 6
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 6
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 6
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 6
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 6
Werba Rubin Papier Wealth Management 6
Prostatis Group LLC 6
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 6
MONTX - MONETTA TRUST - Monetta Fund 6
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 6
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 6
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 6
Soroban Capital Partners LP 6
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 6
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 6
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 6
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 6
Utc North American Fund, Inc. 6
Liberty All Star Equity Fund 6
Lazard World Dividend & Income Fund, Inc. 6
Ruedi Wealth Management, Inc. 6
LaSalle St. Investment Advisors, LLC 6
Silverlake Wealth Management Llc 6
Live Oak Investment Partners 6
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 6
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 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
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 6
JHTFX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock High Yield Municipal Bond Fund Class A 6
Kayne Anderson Energy Total Return Fund, Inc. 6
Deutsche Strategic Income Trust 6
FTSD - Franklin ETF Trust - Franklin Liberty Short Duration U.S. Government ETF 6
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 6
Deutsche Strategic Municipal Income Trust 6
Deutsche Multi-market Income Trust 6
Grey Fox Wealth Advisors, LLC 6
Financial Freedom, LLC 6
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 6
Western Asset Municipal Defined Opportunity Trust Inc. 6
Mcintyre Freedman & Flynn Investment Advisers Inc 6
Mfs Government Markets Income Trust 6
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 6
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 6
Short Duration High Income Portfolio - Short Duration High Income Portfolio 6
Stone Ridge Trust Iii 6
Oppenheimer Global Multi-asset Growth Fund 6
Tanglewood Legacy Advisors, LLC 6
Oppenheimer Rising Dividends Fund 6
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 6
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 6
Eaton Vance Tax-managed Global Diversified Equity Income Fund 6
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 6
Eaton Vance Tax Advantaged Global Dividend Income Fund 6
Nuveen Municipal High Income Opportunity Fund 6
Financial Partners Group, LLC 6
Capital A Wealth Management, LLC 6
XY Capital Ltd 6
Mfs Special Value Trust 6
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 6
Cassaday & Co Wealth Management LLC 6
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 6
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 6
FourThought Financial Partners, LLC 6
Richard W. Paul & Associates, LLC 6
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 6
PayPay Securities Corp 6
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 6
Nordwand Advisors, LLC 6
Wells Fargo Global Dividend Opportunity Fund 6
Alpine Global Dynamic Dividend Fund 6
Western Asset High Income Fund Ii Inc. 6
Trifecta Capital Advisors, LLC 6
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 6
ASB Consultores, LLC 6
Guggenheim Energy & Income Fund 6
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 6
Relative Value Fund 6
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell 6
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 6
Franklin Ltd Duration Income Trust 6
Stapp Wealth Management, Pllc 6
PTAEX - PUTNAM TAX EXEMPT INCOME FUND - PUTNAM TAX EXEMPT INCOME FUND Class C Shares 6
Doubleline Income Solutions Fund 6
Exos TFP Holdings LLC 6
Dakota Community Bank & Trust NA 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
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 6
Harris Associates L P 6
Underlying Funds Trust 6
Pacholder High Yield Fund Inc 6
Blackrock Cori Funds 6
Penbrook Management LLC 6
Wealthstreet Investment Advisors, LLC 6
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 6
Signition Lp 6
LexAurum Advisors, LLC 6
WCG Wealth Advisors LLC 6
Uncommon Cents Investing LLC 6
Allen Capital Group, LLC 6
X-Square Capital, LLC 6
Congress Park Capital LLC 6
Lucia Wealth Services, Llc 6
Hamilton Capital, LLC 6
Warwick Investment Management, Inc. 6
Fluent Financial, LLC 6
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 6
DiMeo Schneider & Associates, L.L.C. 6
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 6
Beryl Capital Management LLC 6
MainStreet Investment Advisors LLC 6
Pfs Investments Inc. 6
Dynasty Wealth Management, Llc 6
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 6
Canal Insurance CO 6
SYM FINANCIAL Corp 6
Heritage Financial Services, LLC 6
Vivaldi Opportunities Fund 6
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 6
Chicago Capital, LLC 6
Elmwood Wealth Management, Inc. 6
Ada Investment Management, LP 6
Braun-Bostich & Associates Inc. 6
Cynosure Advisors, Llc 6
Range Financial Group LLC 6
Providence Wealth Advisors, LLC 6
Spartan Planning & Wealth Management 6
Athena Investment Management 6
Red Cedar Investment Management, Llc 6
Country Club Bank /gfn 6
Lansing Street Advisors 6
Cooper Financial Group 6
Empirical Asset Management, LLC 6
Nkcfo Llc 6
Hayden Royal, Llc 6
Signet Investment Advisory Group, Inc. 6
Cordatus Wealth Management LLC 6
Accident Compensation Corp 6
My Personal CFO, LLC 6
1 North Wealth Services Llc 6
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 6
Angeles Investment Advisors, LLC 6
Greenwood Gearhart Inc 6
Paradigm Financial Partners, Llc 6
VeraBank, N.A. 6
Advisory Resource Group 6
Robertson Stephens Wealth Management, LLC 6
Private Portfolio Partners Llc 6
Sepio Capital, LP 6
Aldebaran Financial Inc. 6
Beach Investment Management, LLC. 6
SlateStone Wealth, LLC 6
Little House Capital Llc 6
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 6
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 6
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 6
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 6
Outlook Wealth Advisors, LLC 6
Alpha Quant Advisors, Llc 6
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 6
Biltmore Capital Advisors LLC 6
O'Brien Greene & Co. Inc 6
Financial Insights, Inc. 6
Van Leeuwen & Company, LLC 6
Opseu Pension Plan Trust Fund 6
Jupiter Wealth Management LLC 6
Elliott Management Corporation 6
Cushing Etf Trust 6
Siena Capital Llc 6
Waddell & Associates, Llc 6
Matrix Trust Co 6
Employers Holdings, Inc. 6
Shilanski & Associates, Inc. 6
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 6
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 6
Guggenheim Equal Weight Enhanced Equity Income Fund 6
Options Solutions, Llc 6
Pinnacle Wealth Management, LLC 6
Orser Capital Management, Llc 6
Gibson Wealth Advisors LLC 6
HBW Advisory Services LLC 6
Curian Series Trust 6
Navigoe, LLC 6
Whitebox Mutual Funds 6
Elequin Capital Lp 6
Hiddenite Capital Partners LP 6
Isi Strategy Fund Inc 6
CastleKnight Management LP 6
Nuveen Equity Premium Opportunity Fund 6
Talon Private Wealth, LLC 6
Gunderson Capital Management Inc. 6
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 6
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 6
Capricorn Fund Managers Ltd 6
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 6
Sagefield Capital LP 6
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 6
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 6
Parvin Asset Management, LLC 6
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 6
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 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
Taika Capital, LP 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 6
Eagle Strategies LLC 6
Sonora Investment Management Group, LLC 6
Pinnbrook Capital Management Lp 6
Saxon Interests, Inc. 6
Morton Brown Family Wealth, LLC 6
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 6
CarsonAllaria Wealth Management, Ltd. 6
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 6
Evolution Advisers, Inc. 6
Alan B. Lancz & Associates, Inc. 6
Ameliora Wealth Management Ltd. 6
Carson Advisory Inc. 6
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 6
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 6
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 6
Naviter Wealth, LLC 6
Fsb Premier Wealth Management, Inc. 6
Capital International Sarl 6
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 6
Ignite Planners, LLC 6
Capital International Ltd /ca/ 6
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 6
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 6
Maryland Capital Advisors Inc. 6
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 6
Peterson Wealth Services 6
Carmel Capital Partners, LLC 6
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 6
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 6
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 6
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 6
Compton Capital Management Inc /ri 6
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 6
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 6
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 6
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 6
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 6
Prescott Group Capital Management, L.l.c. 6
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 6
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 6
Clear Street Llc 6
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 6
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 6
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 6
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 6
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 6
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 6
Corigliano Investment Advisers, LLC 6
Farr Miller & Washington Llc/dc 6
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 6
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 6
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 6
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 6
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 6
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 6
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock High Yield Municipal Fund Investor A 6
Studio Investment Management Llc 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 6
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 6
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 6
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 6
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 6
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 6
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 6
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 6
Sig Brokerage, Lp 6
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 6
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 6
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 6
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 6
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 6
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 6
WFTAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intermediate Tax/AMT-Free Fund Class A 6
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 6
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 6
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 6
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 6
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 6
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 6
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 6
Emfo, Llc 6
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 6
NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A 6
Y.D. More Investments Ltd 6
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 6
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 6
MMEMX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Emerging Markets Bond Fund Class I 6
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 6
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 6
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 6
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 6
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 6
SCS Capital Management LLC 6
Stonnington Group, Llc 6
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 6
Reyes Financial Architecture, Inc. 6
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 6
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 6
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 6
Better Money Decisions, LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 6
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 6
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 6
Precision Wealth Strategies, LLC 6
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 6
Everhart Financial Group, Inc. 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 6
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 6
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 6
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 6
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 6
Baron Silver Stevens Financial Advisors, Llc 6
Valley Brook Capital Group, Inc. 6
Tru Independence Asset Management 2, Llc 6
Encompass Wealth Advisors, Llc 6
Patron Partners Advisors, Llc 6
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 6
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 6
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 6
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 6
Blue Capital, Inc. 6
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 6
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 6
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 6
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 6
Orion Capital Management LLC 6
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 6
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 6
Sourcerock Group LLC 6
Engine No. 1 Llc 6
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 6
Capital Directions Investment Advisors, LLC 6
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 6
Argent Trust Co 6
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 6
MISSX - MFS MUNICIPAL SERIES TRUST - MFS Mississippi Municipal Bond Fund A 6
Resolute Advisors LLC 6
Bearing Point Capital, Llc 6
PENN SERIES FUNDS INC - Large Core Value Fund 6
Verdad Advisers, LP 6
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 6
Distillate Capital Partners LLC 6
Cadent Capital Advisors, LLC 6
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 6
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 6
Budros, Ruhlin & Roe, Inc. 6
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 6
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 6
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 6
Privium Fund Management (UK) Ltd 6
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 6
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 6
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 6
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 6
CFS Investment Advisory Services, LLC 6
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 6
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 6
ShoreHaven Wealth Partners, LLC 6
Annandale Capital, LLC 6
Mitchell & Pahl Private Wealth, Llc 6
Mma Asset Management Llc 6
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 6
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 6
OneAscent Wealth Management LLC 6
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 6
Birinyi Associates Inc 6
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 6
Phoenix Wealth Advisors 6
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 6
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 6
Opus Investment Management Inc 6
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 6
DB Wealth Management Group, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 6
West Financial Advisors, LLC 6
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 6
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 6
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 6
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 6
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 6
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 6
Clear Perspectives Financial Planning, LLC 6
Tradition Capital Management Llc 6
Morris Retirement Advisors, LLC 6
IVC Wealth Advisors LLC 6
PIMCO FUNDS - PIMCO Short Asset Portfolio 6
PCDIX - PIMCO FUNDS - PIMCO California Short Duration Municipal Income Fund Institutional 6
TrueWealth Advisors, LLC 6
Golden Green, Inc. 6
Centennial Wealth Advisory LLC 6
Johnson Midwest Financial, LLC 6
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 6
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 6
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 6
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 6
Fwl Investment Management, Llc 6
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 6
Journey Advisory Group, LLC 6
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 6
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF 6
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 6
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 6
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 6
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 6
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 6
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 6
Bragg Financial Advisors, Inc 6
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 6
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 6
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 6
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 6
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 6
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 6
Cowen Prime Services LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 6
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 6
IYVAX - IVY FUNDS - Ivy Value Fund Class A 6
New Amsterdam Partners Llc/ny 6
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 6
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 6
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 6
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 6
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 6
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 6
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 6
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 6
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 6
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 6
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 6
Boreal Capital Management LLC 6
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 6
Vanguard Explorer Fund 6
Coolidge Francis L 6
Edge Asset Management, Inc 6
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 6
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 6
USSTX - USAA MUTUAL FUNDS TRUST - Tax Exempt Short-Term Fund Shares 6
Channing Capital Management, LLC 6
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 6
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 6
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 6
Wilkinson Ogrady & Co Inc /ny 6
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 6
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 6
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 6
Grant Street Asset Management, Inc. 6
Prudent Man Advisors, LLC 6
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 6
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares 6
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 6
Madison Investment Holdings Inc 6
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 6
RBB FUND, INC. - Adara Smaller Companies Fund 6
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 6
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 6
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 6
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 6
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 6
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 6
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 6
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 6
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 6
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 6
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 6
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 6
Canandaigua National Corp 6
SFE Investment Counsel 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 6
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I 6
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 6
Pacific Heights Asset Management Llc 6
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 6
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 6
Mastrapasqua Asset Management Inc 6
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 6
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 6
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 6
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 6
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 6
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 6
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 6
MALGX - Mirae Asset Discovery Funds - Emerging Markets Fund Class A Shares 6
NMUIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Intermediate Bond Fund Investor Class 6
NMHAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal High Income Fund Class A 6
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 6
Vaughan David Investments Inc/il 6
Waterloo Capital, L.P. 6
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 6
Sigma Investment Counselors Inc 6
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 6
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 6
Auxier Asset Management 6
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 6
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 6
Goodwin Daniel L 6
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 6
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 6
NTFAX - Aberdeen Funds - Aberdeen Intermediate Municipal Income Fund (formerly Aberdeen Tax-Free Income Fund) Class A 6
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 6
AIEQ - ETF Managers Trust - AI Powered Equity ETF 6
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 6
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 6
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 6
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 6
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 6
Dfa Investment Trust Co - The Dfa International Value Series 6
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 6
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 6
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 6
ESFIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Fund INSTITUTIONAL CLASS SHARES 6
Cadinha & Co Llc 6
Holderness Investments Co 6
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 6
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 6
RELIANCE TRUST Co 6
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 6
Auxano Advisors, LLC 6
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 6
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 6
Traub Capital Management LLC 6
Letko, Brosseau & Associates Inc 6
HYA Advisors, Inc 6
Graham & Dodd Fund, Llc 6
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 6
Endex Capital Management Llc 6
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 6
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 6
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 6
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 6
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 6
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6
Buffington Mohr McNeal 6
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 6
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 6
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 6
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 6
Beta Wealth Group, Inc. 6
Geller Advisors LLC 6
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 6
Spotlight Asset Group, Inc. 6
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 6
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 6
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 6
Richard C. Young & CO., LTD. 6
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 6
PYCRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden California Municipal Income Fund (Investor Class) 6
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 6
MADDEN SECURITIES Corp 6
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 6
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 6
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 6
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 6
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 6
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 6
Thrivent Core Funds - Thrivent Core International Equity Fund 6
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 6
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 6
Pzena Investment Management Llc 6
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 6
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 6
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 6
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 6
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 6
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 6
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 6
Core Wealth Advisors, Inc. 6
Fiduciary Planning LLC 6
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 6
Asio Capital, LLC 6
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 6
Invenomic Capital Management LP 6
Jade Capital Advisors, LLC 6
INTAX - Columbia Funds Series Trust II - Columbia Strategic Municipal Income Fund Class A 6
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 6
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 6
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 6
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 6
CWS Financial Advisors, LLC 6
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 6
Game Plan Financial Advisors, LLC 6
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 6
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 6
Lion Street Advisors, LLC 6
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 6
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 6
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 6
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 6
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 6
Advanced Research Investment Solutions, Llc 6
Professional Financial Advisors, LLC 6
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A 6
Summitry Llc 5
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 5
OHIO NATIONAL FUND INC - ON International Equity Portfolio 5
Van Strum & Towne Inc. 5
CCSTX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Short-Term Municipal Fund Share class 5
Burford Brothers, Inc. 5
Requisite Capital Management, LLC 5
Davidson Kempner Capital Management Lp 5
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 5
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 5
STXG - EA Series Trust - Strive 1000 Growth ETF 5
Foster Group, Inc. 5
Marketfield Asset Management LLC 5
Zhang Financial LLC 5
Able Wealth Management LLC 5
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 5
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 5
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 5
First National Advisers, LLC 5
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 5
Sierra Summit Advisors Llc 5
Rovida Advisors Inc. 5
Baron Wealth Management LLC 5
Quantum Financial Advisors, LLC 5
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 5
Vestpro Financial Partners, Inc. Dba Cpf Texas 5
Brady Family Wealth, Llc 5
Walthausen & Co., LLC 5
DeDora Capital, Inc. 5
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 5
Viking Global Investors Lp 5
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 5
Barrington Strategic Wealth Management Group LLC 5
QTR Family Wealth, LLC 5
Members Capital Advisors Inc 5
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 5
Arjuna Capital 5
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 5
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 5
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 5
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 5
InTrack Investment Management Inc 5
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 5
Adams Hall Wealth Advisors, LLC 5
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 5
FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund 5
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 5
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 5
Canoe Financial LP 5
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 5
Vivaldi Asset Management, LLC 5
Taylor, Cottrill, Erickson & Associates, Inc. 5
Violich Capital Management, Inc. 5
West Michigan Advisors, Llc 5
North Square Investments Trust - North Square McKee Bond Fund Class I 5
ArrowMark Colorado Holdings LLC 5
Torray Llc 5
Charles Schwab Trust Co 5
Henrickson Nauta Wealth Advisors, Inc. 5
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 5
Verde Servicos Internacionais S.A. 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 5
Confluence Wealth Management LLC 5
Zrc Wealth Management, Llc 5
Harrell Investment Partners, Llc 5
Ardsley Advisory Partners Lp 5
MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund 5
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 5
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 5
CMT Capital Markets Trading GmbH 5
Fairman Group, LLC 5
Mid-American Wealth Advisory Group, Inc. 5
Kelman-Lazarov, Inc. 5
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 5
Oliver Luxxe Assets LLC 5
Tower Square Investment Management, Llc 5
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 5
First Washington CORP 5
McCarthy Grittinger Financial Group, LLC 5
BIP Wealth, LLC 5
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 5
Northstar Advisory Group, LLC 5
Ruane, Cunniff & Goldfarb Inc 5
Fundamentun, Llc 5
Chickasaw Capital Management Llc 5
Darrell & King Llc 5
Loudon Investment Management, LLC 5
Legacy Capital Group California, Inc. 5
Rowland & Co Investment Counsel/adv 5
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 5
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 5
Bridge Creek Capital Management LLC 5
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 5
Okabena Investment Services Inc 5
Wellesley Investment Partners, LLC 5
General Electric Co 5
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 5
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 5
Keeler THomas Management LLC 5
Charter Research & Investment Group, Inc. 5
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 5
Avaii Wealth Management, Llc 5
Wilkins Investment Counsel Inc 5
Emprise Bank 5
PENN SERIES FUNDS INC - Small Cap Value Fund 5
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 5
Kleinwort Benson Investors Dublin Ltd 5
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 5
CURCX - MAINSTAY FUNDS TRUST - MainStay Cushing Energy Income Fund Class C 5
Newtyn Management, LLC 5
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 5
Oak Harvest Investment Services 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
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 5
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 5
Barrett & Company, Inc. 5
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 5
Consolidated Portfolio Review Corp 5
JBR Co Financial Management Inc 5
Accordant Advisory Group Inc 5
Sanctuary Wealth Management, L.L.C. 5
Campion Asset Management LLC 5
Chicago Capital Management, LLC 5
LifePro Asset Management 5
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 5
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 5
Affinity Wealth Management Llc 5
Aristotle Capital Management, LLC 5
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 5
Gibraltar Capital Management, Inc. 5
Pecaut & Co. 5
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 5
Carroll Investors, Inc 5
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 5
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 5
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 5
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 5
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 5
Cypress Wealth Services, LLC 5
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 5
Nair Vinay 5
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 5
Fairway Wealth LLC 5
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 5
Touchstone Investment Trust 5
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 5
EPIQ Capital Group, LLC 5
RDA Financial Network 5
Crow Point Global Dividend Plus Fund 5
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 5
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 5
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class 5
Summit Street Capital Management, LLC 5
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 5
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 5
Cyrus J. Lawrence, LLC 5
Quadrature Capital LLP 5
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 5
Tiff Advisory Services Inc 5
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 5
Eaton Vance Floating-rate 2022 Target Term Trust 5
East Coast Asset Management, LLC. 5
Nuveen Nasdaq 100 Dynamic Overwrite Fund 5
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 5
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 5
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 5
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 5
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 5
Wealth Dimensions Group, Ltd. 5
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 5
Advanced Portfolio Management, LLC 5
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 5
Timber Creek Capital Management LLC 5
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 5
City National Bank Of Florida /msd 5
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 5
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 5
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 5
Putnam Fund For Growth & Income 5
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 5
Fiduciary Services Corp/ga 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 5
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 5
Virtus Total Return Fund 5
CR Intrinsic Investors, LLC 5
3Chopt Investment Partners, LLC 5
Berkley W R Corp 5
PIMCO FUNDS - PIMCO Sector Fund Series - I 5
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 5
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 5
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 5
Advantage Alpha Capital Partners LP 5
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 5
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 5
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 5
Tetrem Capital Management Ltd. 5
49 Wealth Management, Llc 5
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 5
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 5
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 5
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 5
Cheviot Value Management, LLC 5
Henderson Global Funds 5
Board of Trustees of The Leland Stanford Junior University 5
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF 5
American Financial Group Inc 5
Gyrus Investment Management Inc. 5
Gratus Wealth Advisors, LLC 5
Ayalon Holdings Ltd. 5
Bellecapital International Ltd. 5
Blackrock Muniyield California Fund, Inc. 5
Rockport Wealth LLC 5
Ulland Investment Advisors, LLC 5
Arbiter Partners Capital Management LLC 5
Corient IA LLC 5
Kennedy Investment Group 5
Sienna Gestion 5
Tealwood Asset Management Inc 5
RVW Wealth, LLC 5
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 5
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 5
FASYX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Conservative Income Municipal Bond Fund 5
Sage Rhino Capital Llc 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 5
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 5
Hurlow Wealth Management Group, Inc. 5
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund 5
Mirador Capital Partners LP 5
Provident Wealth Management, LLC 5
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 5
Waterfront Wealth Inc. 5
Investment Research & Advisory Group, Inc. 5
Platform Technology Partners 5
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 5
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 5
Biltmore Wealth Management, LLC 5
Lazari Capital Management, Inc. 5
PTHAX - PUTNAM TAX FREE INCOME TRUST - Putnam Tax-Free High Yield Fund Class C Shares 5
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 5
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 5
Fagan Associates, Inc. 5
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 5
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 5
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 5
Swedbank AB 5
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 5
Relative Value Partners Group, LLC 5
Nuveen Credit Strategies Income Fund 5
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 5
Investmark Advisory Group LLC 5
THAYX - TRANSAMERICA FUNDS - Transamerica High Yield Muni A 5
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 5
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 5
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 5
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 5
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 5
Nuveen Short Duration Credit Opportunities Fund 5
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 5
Accredited Investors Inc. 5
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 5
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 5
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 5
Nuveen Floating Rate Income Opportunity Fund 5
S&co Inc 5
VestGen Advisors, LLC 5
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 5
Offit Capital Advisors Llc 5
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 5
JBF Capital, Inc. 5
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 5
Essential Planning, LLC. 5
Pettyjohn, Wood & White, Inc 5
ICENX - ICON FUNDS - ICON Energy Fund Class S 5
POM Investment Strategies, LLC 5
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 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
Wambolt & Associates, LLC 5
Nuveen Floating Rate Income Fund 5
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 5
Verity & Verity, LLC 5
Aegon Asset Management Uk Plc 5
Inverness Investment Group, LLC 5
Nuveen Senior Income Fund 5
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 5
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 5
Mosaic Financial Group, Llc 5
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 5
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 5
Coho Partners, Ltd. 5
Schwarz Dygos Wheeler Investment Advisors Llc 5
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 5
Watts Gwilliam & Co., LLC 5
Strategic Wealth Designers 5
Clear Point Advisors Inc. 5
LKFIX - LKCM Funds - LKCM Fixed Income Fund 5
Brandes Investment Partners, Lp 5
Sugar Maple Asset Management, LLC 5
Emerson Investment Management, Llc 5
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 5
Amplify ETF Trust - Amplify AI Powered Equity ETF 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Short-Term Municipal Bond Portfolio - Institutional Class 5
Trutina Financial LLC 5
Buckingham Capital Management, Inc. 5
Global Endowment Management, LP 5
LMSFX - FEDERATED MUNICIPAL BOND FUND INC - FEDERATED MUNICIPAL BOND FUND INC Class A Shares 5
Legacy Capital Partners, Inc. 5
Northeast Investment Management 5
Warther Private Wealth, LLC 5
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 5
Hurley Capital, LLC 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 5
Braver Wealth Management, LLC 5
Pentwater Capital Management LP 5
Keynote Financial Services Llc 5
RiverFront Investment Group, LLC 5
Private Harbour Investment Management & Counsel, LLC 5
May Hill Capital, LLC 5
Vanguard Morgan Growth Fund 5
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 5
LifeSteps Financial, Inc. 5
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 5
Trinity Legacy Partners, LLC 5
Claudia M.p. Batlle, Crp (r) Llc 5
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 5
Fidgeon Timothy F 5
Copia Wealth Management 5
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 5
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 5
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 5
EagleClaw Capital Managment, LLC 5
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 5
Eaton Vance Tax Advantaged Dividend Income Fund 5
Multi-strategy Growth & Income Fund 5
GKV Capital Management Co., Inc. 5
Scoggin Management Lp 5
Voya Prime Rate Trust 5
Marvin & Palmer Associates Inc 5
Cary Street Partners Asset Management Llc 5
Eaton Vance Municipal Bond Fund 5
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 5
NOTAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Strategic High Yield Tax-Free Fund Class A 5
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 5
Key Client Fiduciary Advisors, LLC 5
Renaissance Investment Group LLC 5
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 5
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 5
Union Savings Bank 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
Stillwater Investment Management, LLC 5
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 5
Merriman Wealth Management, LLC 5
Nexus Investment Management ULC 5
Bath Savings Trust Co 5
Copper Rock Capital Partners, LLC 5
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 5
PRIHX - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. 5
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 5
Bill Few Associates, Inc. 5
Meadow Creek Wealth Advisors Llc 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Intermediate-Term Municipal Bond Portfolio Institutional Class Shares 5
Texas Capital Bancshares Inc/tx 5
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 5
Community Bank & Trust, Waco, Texas 5
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 5
Guidance Capital, Inc 5
DIVD - EA Series Trust - Altrius Global Dividend ETF 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 5
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 5
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 5
Sharp Financial Services, LLC 5
SMLAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Managed Municipal Bond Fund Class A 5
Marshwinds Advisory Co 5
Community Trust & Investment Co 5
Hedeker Wealth, LLC 5
Oppenheimer Main Street Funds 5
Mitchell Sinkler & Starr/pa 5
R. G. Niederhoffer Capital Management Inc 5
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 5
Woodstock Corp 5
Virtus Insight Trust 5
MD Financial Management Inc. 5
Insight Inv LLC 5
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 5
Mawer Investment Management Ltd. 5
City Center Advisors, LLC 5
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 5
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 5
BSBE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 USD Emerging Markets Debt ETF 5
Epstein & White Financial LLC 5
Grassi Investment Management 5
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 5
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 5
Newman Dignan & Sheerar, Inc. 5
UBP Investment Advisors SA 5
Kemper Corp Master Retirement Trust 5
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 5
Graney & King, LLC 5
Campbell Newman Asset Management Inc 5
ZynergyRetirementPlanningLLC 5
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 5
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 5
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 5
Samlyn Capital, Llc 5
Franklin Templeton ETF Trust - Franklin Income Focus ETF 5
Redwood Capital Management, Llc 5
SS&H Financial Advisors, Inc. 5
Franklin Street Advisors Inc /nc 5
Mechanics Financial Corp 5
Affiance Financial, LLC 5
Chris Bulman Inc 5
Foster Victor Wealth Advisors, LLC 5
Balboa Wealth Partners 5
Ninepoint Partners LP 5
General Partner, Inc. 5
Gs Investments, Inc. 5
Addenda Capital Inc. 5
Beaton Management Co. Inc. 5
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 5
Amussen Hunsaker Associates Llc 5
Hardin Capital Partners, LLC 5
apricus wealth, LLC 5
Cohen Klingenstein LLC 5
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 5
Regal Wealth Group, Inc. 5
New Century Investment Management, Inc 5
Diversify Wealth Management, Llc 5
Apella Capital, LLC 5
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 5
DSG Capital Advisors, LLC 5
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 5
Forte Capital Llc /adv 5
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 5
Monte Financial Group, LLC 5
Summit Financial Group, Inc. 5
Asset Allocation & Management Company, LLC 5
Pioneer Trust Bank N A/or 5
BTG Pactual Asset Management US LLC 5
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 5
Northside Capital Management, LLC 5
Cerro Pacific Wealth Advisors LLC 5
Sterling Financial Planning, Inc. 5
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 5
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 5
Old Port Advisors 5
Stillwater Capital Advisors, LLC 5
Archetype Wealth Partners 5
Berkshire Hathaway Inc 5
Waverton Investment Management Ltd 5
Hamlin Capital Management, LLC 5
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 5
Noked Capital LTD 5
BlackRock ETF Trust II - BlackRock Short-Term California Muni Bond ETF 5
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 5
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 5
Watermark Asset Management, Inc. 5
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 5
Hibernia Wealth Partners, LLC 5
CFO4Life, L.P. 5
440 Investment Group, Llc 5
Evanson Asset Management, LLC 5
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 5
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 5
Tcw Alternative Funds 5
Garrison Asset Management, LLC 5
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 5
Minot Wealth Management LLC 5
Hayek Kallen Investment Management 5
First Niagara Bank 5
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 5
Mathes Company, Inc. 5
Atlas Brown,Inc. 5
Surevest, LLC 5
Parkside Investments, LLC 5
Centennial Bank/AR/ 5
Custom Portfolio Group LLC 5
WFA Asset Management Corp 5
Mattern Wealth Management LLC 5
Northstar Wealth Partners LLC 5
Nuveen High Income 2023 Target Term Fund 5
Crescent Sterling, Ltd. 5
Andesa Financial Management Inc. 5
Family Legacy, Inc. 5
Cliftonlarsonallen Wealth Advisors, Llc 5
Sentry Investments Corp. 5
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF 5
Majedie Asset Management Ltd 5
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 5
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 5
Beaumont Financial Advisors, LLC 5
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 5
Palouse Capital Management, Inc. 5
Armis Advisers, LLC 5
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 5
MSH Capital Advisors LLC 5
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 5
Papp L Roy & Associates 5
LFA - Lugano Financial Advisors SA 5
StrategIQ Financial Group, LLC 5
Capital World Growth & Income Fund 5
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 5
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 5
Cannon Financial Strategists, Inc. 5
Willow Street Advisors LLC 5
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 5
Purisima Funds 5
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 5
Wealthstar Advisors, Llc 5
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 5
Harfst & Associates, Inc. 5
ICW Investment Advisors LLC 5
Schrum Private Wealth Management LLC 5
Wheatland Advisors Inc 5
HBC Financial Services, PLLC 5
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 5
CI Global Investments Inc. 5
Shepherd Financial Partners LLC 5
HSBC FUNDS - HSBC High Yield Fund Class A 5
Jasper Ridge Partners, L.P. 5
OTA Financial Group L.P. 5
SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A 5
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 5
Syntax Advisors, Llc 5
Oak Harbor Wealth Partners, Llc 5
Findlay Park Partners LLP 5
RSSL - Global X Funds - Global X Russell 2000 ETF 5
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 5
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 5
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 5
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 5
First Western Trust Bank 5
Payden & Rygel Investment Group 5
Full Sail Capital, LLC 5
Empyrean Capital Partners, LP 5
Cox Capital Mgt LLC 5
Blue Square Asset Management, Llc 5
Prospector Partners Llc 5
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 5
Capstone Financial Group, Inc. 5
Breakwater Capital Group 5
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 5
Bristol Advisors, LLC 5
Kovitz Investment Group, LLC 5
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 5
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 5
Goldstone Financial Group, LLC 5
Townsend Asset Management Corp /nc/ /adv 5
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 5
Jd Capital Management Llc 5
Camden National Bank 5
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 5
CATF - AMERICAN CENTURY ETF TRUST - American Century California Municipal Bond ETF 5
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 5
Olistico Wealth, LLC 5
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 5
Davidson Investment Advisors 5
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 5
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 5
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A 5
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 5
Dnp Select Income Fund Inc 5
Sumitomo Mitsui Financial Group, Inc. 5
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 5
Fullerton Fund Management Co Ltd 5
Pluribus Labs, LLC 5
Fosun International Ltd 5
MidAtlantic Capital Management, Inc. 5
Forza Wealth Management, LLC 5
Howard Financial Services, Ltd. 5
Bridges Investment Counsel Inc/ 5
O'Dell Group, LLC 5
Holloway Wealth Management, LLC 5
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 5
KPP Advisory Services LLC 5
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 5
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A 5
TOWER TRUST Co 5
Everstar Asset Management, LLC 5
Affinity Capital Advisors, LLC 5
Richwood Investment Advisors, LLC 5
KRMA - Global X Funds - Global X Conscious Companies ETF 5
Aj Wealth Strategies, Llc 5
Baupost Group Llc/ma 5
Orca Investment Management, LLC 5
Winning Points Advisors, LLC 5
Huber Capital Management LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 5
Ade, Llc 5
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 5
CQS Cayman LP 5
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 5
Capital Financial Planning, LLC 5
Tandem Investment Advisors, Inc. 5
Ardevora Asset Management LLP 5
Perennial Advisors, LLC 5
Osborne Partners Capital Management, Llc 5
Robertson Stephens Advisors Llc 5
Argentiere Capital Ag 5
Estate Counselors, LLC 5
Oppenheimer Equity Income Fund 5
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 5
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 5
EAM Global Investors LLC 5
Westshore Wealth, LLC 5
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 5
Lau Associates Llc 5
Harvey Capital Management Inc 5
Beacon Investment Advisors Llc 5
Oppenheimer Global Multi-asset Income Fund 5
Value Holdings Management Co. Llc 5
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 5
Blue Granite Capital, LLC 5
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 5
Norris Perne & French Llp/mi 5
D L Carlson Investment Group Inc 5
Cypress Point Wealth Management, LLC 5
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 5
Harbor Advisors LLC 5
B&l Asset Management Llc 5
Teton Westwood Funds 5
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 5
Jet Capital Investors L P 5
Legacy Investment Solutions, LLC 5
Kavar Capital Partners Group, Llc 5
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 5
Bnp Paribas 5
Gateway Advisory, LLC 5
AMZA - ETFis Series Trust I - InfraCap MLP ETF 5
Robinson Value Management, Ltd. 5
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 5
L.m. Kohn & Company 5
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 5
FTWO - EA Series Trust - Strive FAANG 2.0 ETF 5
Marquette Asset Management, LLC 5
Connecticut Wealth Management, LLC 5
O'Brien Wealth Partners LLC 5
Bank Of Stockton 5
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 5
First National Bank of Hutchinson 5
Bellevue Asset Management, Llc 5
Guidant Wealth Advisors 5
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 5
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 5
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 5
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 5
Excalibur Management Corp 5
Arthur Zaske & Associates, LLC 5
Fragasso Group Inc. 5
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 5
Portland Global Advisors LLC 5
Woodward Diversified Capital, Llc 5
First Dallas Securities Inc. 5
Tempus Wealth Planning, LLC 5
Condor Capital Management 5
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 5
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 5
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 5
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 5
Strategic Capital Group LLC 5
Nuveen Quality Municipal Income Fund 5
Noked Israel Ltd 5
RIA Advisory Group LLC 5
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 5
Barton Investment Management 5
Addison Capital Co 5
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 5
Callahan Advisors, LLC 5
PENN SERIES FUNDS INC - High Yield Bond Fund 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 5
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 5
Parsec Financial Management, Inc. 5
Danda Trouve Investment Management, Inc. 5
Bridgewater Advisors Inc. 5
Fort Pitt Capital Group Inc 5
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 5
Wedgewood Investors Inc /pa/ 5
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 5
SummerHaven Investment Management, LLC 5
Smith Chas P & Associates Pa Cpas 5
Badgley Phelps & Bell Inc 5
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 5
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 5
Rnc Capital Management Llc 5
Northstar Group, Inc. 5
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 5
Eaton Vance Short Duration Diversified Income Fund 5
Van Den Berg Management I, Inc 5
LongView Wealth Management 5
Financial Advisory Group 5
Lineweaver Wealth Advisors, LLC 5
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 5
TrueMark Investments, LLC 5
Probity Advisors, Inc. 5
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 5
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 5
Kingdon Capital Management, L.l.c. 5
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 5
Victory Institutional Funds 5
American Fidelity Dual Strategy Fund Inc 5
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 5
Stonebridge Financial Planning Group, LLC 5
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 5
Arcadia Investment Advisors Llc 5
Zevin Asset Management Llc 5
Cardinal Capital Management 5
American Independence Financial Services LLC 5
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 5
San Luis Wealth Advisors LLC 5
Brooktree Capital Management 5
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 5
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 5
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 5
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 5
Krane Funds Advisors LLC 5
Guardian Wealth Advisors, Llc / Nc 5
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 5
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 5
RMCA - Tidal Trust III - Rockefeller California Municipal Bond ETF 5
Argonautica Private Wealth Management, Inc 5
Florida Financial Advisors, Llc 5
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 5
Monarch Partners Asset Management LLC 5
Investment House Llc 5
Spectrum Financial Alliance Ltd LLC 5
Kieckhefer Group Llc 5
Lbmc Investment Advisors, Llc 5
Martin Investment Management, LLC 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 5
Pinnacle Advisory Group, Inc. 5
RMG Wealth Management LLC 5
Archipel Asset Management AB 5
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 5
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 5
Alleghany Corp /de 5
Benedict Financial Advisors Inc 5
KC Investment Advisors, LLC 5
Koesten, Hirschmann & Crabtree, INC. 5
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 5
Vista Investment Management 5
Capital Advisors Wealth Management, LLC 5
BW Gestao de Investimentos Ltda. 5
Laidlaw Wealth Management LLC 5
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 5
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 5
Garnet Equity Capital Holdings, Inc. 5
ULTRA SERIES FUND - Core Bond Fund Class I 5
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 5
ULTRA SERIES FUND - High Income Fund Class I 5
Friedberg Investment Management 5
MRP Capital Investments, LLC 5
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 5
Tritonpoint Wealth, Llc 5
Spinnaker Trust 5
Harbert Fund Advisors, Inc. 5
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 5
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 5
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 5
Rushmore Investment Advisors, Inc. 5
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 5
Valtura Capital Partners LLC 5
Latitude Advisors, LLC 5
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 5
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 5
Quantedge Capital Pte Ltd 5
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 5
Supplemental Annuity Collective Trust of NJ 5
Halcyon Offshore Asset Management Llc 5
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 5
Beirne Wealth Consulting Services, LLC 5
Sovran Advisors, LLC 5
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 5
Legacy Capital Wealth Partners, LLC 5
Louisbourg Investments Inc. 5
Valley Forge Asset Management, Llc 5
Dagco, Inc. 5
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 5
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 5
KAMES CAPITAL management Ltd 5
Hobart Private Capital, LLC 5
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 5
Avondale Wealth Management 5
ARGA Investment Management, LP 5
Oppenheimer Series Fund 5
Cardinal Capital Management, Inc. 5
Wisconsin Capital Management Llc 5
Bel Air Investment Advisors Llc 5
Arista Wealth Management, LLC 5
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 5
FASWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Municipal Income Fund 5
Alpine Partners USVI, LLC 5
Delap Wealth Advisory, Llc 5
LaFleur & Godfrey LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 5
Advisor OS, LLC 5
Fiduciary Asset Management Llc 5
Viawealth, Llc 5
Geduld E E 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 5
F3Logic, LLC 5
Harbour Investment Management Llc 5
Mcdaniel Terry & Co 5
American Beacon Advisors, Inc. 5
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 5
Cabot Wealth Management Inc 5
Staley Capital Advisers Inc 5
Security National Bank Of So Dak 5
Regatta Capital Group, Llc 5
Watson Rebecca 5
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 5
VR Advisory Services Ltd 5
Tanager Wealth Management LLP 5
Mill Capital Management, LLC 5
Parr Mcknight Wealth Management Group, Llc 5
Cypress Capital Management Llc 5
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 5
Cornell Pochily Investment Advisors, Inc. 5
Southeast Asset Advisors Inc. 5
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 5
Sentinel Group Funds Inc 5
Independence Capital Asset Partners, LLC 5
Knightsbridge Asset Management, Llc 5
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 5
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 5
Aurora Financial Advisors, Llc 5
Custom Index Systems, Llc 5
Philip James Wealth Mangement, LLC 5
Marks Group Wealth Management, Inc 5
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 5
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 5
Abundance Wealth Counselors 5
Noble Wealth Management PBC 5
Retirement Guys Formula Llc 5
Mogy Joel R Investment Counsel Inc 5
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 5
Db-x Exchange-traded Funds Inc. 5
Purkiss Capital Advisors LLC 5
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 5
Windsor Group LTD 5
LMG Wealth Partners, LLC 5
EULAV Asset Management 5
Alaska Permanent Capital Management 5
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 5
Resonant Capital Advisors, LLC 5
Davidson Trust Co 5
Westend Partners Lp 5
Verus Financial Partners, Inc. 5
Intrepid Capital Management Inc 5
Chung Wu Investment Group, LLC 5
NS Partners Ltd 5
Horizon Investment Services, LLC 5
Sumit Capital, Llc 5
South Plains Financial, Inc. 5
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 5
Cypress Wealth Advisors LLC 5
Buckhead Capital Management Llc 5
Limestone Investment Advisors LP 5
Fusion Investment Group, LLC 5
Round Table Investment Management Company, Lp 5
Sterneck Capital Management, LLC 5
Dupree Financial Group, LLC 5
Hopwood Financial Services, Inc. 5
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 5
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 5
Criterion Capital Advisors, Llc 5
Capital Insight Partners, Llc 5
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 5
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 5
Sentry LLC 5
Evelyn Partners Investment Management LLP 5
Kennondale Capital Management LLC 5
Scotia Asset Management L.P. 5
Sage Private Wealth Group, Llc 5
Hendershot Investments Inc. 5
British Airways Pensions Investment Management Ltd 5
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 5
Sunflower Bank, Na Wealth Management 5
Runnymede Capital Advisors, Inc. 5
ABVAX - AB TRUST - AB Value Fund Class A 5
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 5
ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A 5
Cascadia Advisory Services, LLC 5
Cortland Advisers Llc 5
Highland Global Allocation Fund 5
Hohimer Wealth Management, Llc 5
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 5
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 5
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 5
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 5
JTFCX - JPMORGAN TRUST II - JPMorgan Tax Free Bond Fund Class C 5
Mfs Intermediate High Income Fund 5
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 5
Stonebrook Private Inc. 5
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 5
SEMDX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Emerging Markets Debt Fund Class I 5
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 5
DVY - iSHARES TRUST - iShares Select Dividend ETF 5
LOM Asset Management Ltd 5
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 5
Alphadyne Asset Management, LLC 5
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 5
Seneca Capital Investments, L.p. 5
Fft Wealth Management Llc 5
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 5
Everpar Advisors Llc 5
Compass Financial Advisors Llc 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 5
WHV Investments, Inc. 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 5
Duff & Phelps Select Energy Mlp Fund Inc. 5
WHYDX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Municipal Bond Fund Administrator Class 5
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 5
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 5
Eos Management, L.P. 5
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 5
SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A 5
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 5
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 5
Thrive Wealth Management, LLC 5
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 5
Mandatum Life Insurance Co Ltd 5
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 5
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 5
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 5
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 5
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 5
American National Bank & Trust Co /va/ 5
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 5
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 5
Systematic Alpha Investments, LLC 5
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 5
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A 5
CMG Global Holdings, LLC 5
Advocate Group Llc 5
Connors Investor Services Inc 5
SHCDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Corporate Debt Fund Class I 5
New Century Financial Group, LLC 5
Cedar Capital, Llc 5
Tortoise Power & Energy Infrastructure Fund Inc 5
Second Line Capital, LLC 5
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 5
Innealta Capital, Llc 5
Five Oceans Advisors 5
Argent Capital Management Llc 5
ACSKX - American Century Investment Trust - Short Duration Fund C Class 5
Brookwood Investment Group LLC 5
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 5
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 5
ARS Wealth Advisors Group, LLC 5
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 5
TFB Advisors LLC 5
US Asset Management LLC 5
Kercheville Advisors, LLC 5
White Pine Capital Llc 5
Capital Group Private Client Services, Inc. 5
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 5
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 5
APCM Wealth Management for Individuals 5
Astenbeck Capital Management LLC 5
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 5
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 5
Weil Company, Inc. 5
Stablepoint Partners, LLC 5
Ratan Capital Management LP 5
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 5
Portfolio Design Labs, LLC 5
Capital Markets Trading UK LLP 5
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 5
AlphaQ Advisors LLC 5
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 5
South Street Advisors LLC 5
MJT & Associates Financial Advisory Group, Inc. 5
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 5
SkyBridge Capital II, LLC 5
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 5
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 5
HoyleCohen, LLC 5
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 5
Bivin & Associates, Inc. 5
VVSCX - VALIC Co I - Small Cap Value Fund 5
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 5
Twin Focus Capital Partners, Llc 5
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 5
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 5
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 5
Lifeworks Advisors, LLC 5
Hefty Wealth Partners 5
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 5
Tradition Asset Management Llc 5
Carl Stuart Investment Advisor, Inc 5
Applied Finance Capital Management, LLC 5
Wiser Advisor Group LLC 5
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 5
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 5
JB Capital LLC 5
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 5
Euclidean Technologies Management, LLC 5
FCG Investment Co 5
Jacobsen Capital Management 5
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 5
Sapphire Star Partners LP 5
Welch Capital Partners Llc/ny 5
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 5
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 5
Kapstone Financial Advisors LLC 5
Coastal Bridge Advisors, LLC 5
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 5
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 5
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 5
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund 5
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 5
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 5
Foster Dykema Cabot & Co Inc/ma 5
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 5
Highland Private Wealth Management 5
Vermillion & White Wealth Management Group, LLC 5
Accredited Wealth Management, LLC 5
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 5
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 5
Silicon Valley Capital Partners 5
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 5
Crossvault Capital Management LLC 5
Measured Risk Portfolios, Inc. 5
IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF 5
CGMRX - CGM TRUST - CGM Realty Fund 5
AUERX - Unified Series Trust - Auer Growth Fund 5
PMV Capital Advisers, LLC 5
Raiff Partners Inc 5
Crestmont Private Wealth LLC 5
EnRich Financial Partners LLC 5
Crabel Capital Management, LLC 5
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 5
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 5
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 5
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 5
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 5
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 5
LRT Capital Management, LLC 5
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 5
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 5
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 5
Foxby Corp. 5
PACIFIC SELECT FUND - Inflation Strategy Portfolio Class I 5
Bryn Mawr Capital Management Inc 5
Evergreen Wealth Solutions, LLC 5
Sterling Manor Financial, LLC 5
Brooklands Fund Management Ltd 5
Single Point Partners, LLC 5
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 5
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 5
Silverleafe Capital Partners, LLC 5
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 5
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 5
Sageworth Trust Co of South Dakota 5
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 5
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 5
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 5
PMNTX - PIMCO FUNDS - PIMCO National Intermediate Municipal Bond Fund Class A 5
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 5
Christopher J. Hasenberg, Inc 5
Incline Global Management LLC 5
ADVANCED SERIES TRUST - AST Western Asset Emerging Markets Debt Portfolio 5
O'Keefe Stevens Advisory, Inc. 5
Ar Asset Management Inc 5
Advanced Series Trust - Ast Small-cap Value Portfolio 5
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 5
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 5
Capitolis Liquid Global Markets LLC 5
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 5
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 5
Smith Anglin Financial, LLC 5
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 5
Ilex Capital Partners (UK) LLP 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 5
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 5
Nuveen Municipal Credit Opportunities Fund 5
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 5
Advanced Series Trust - Ast Small-cap Growth Portfolio 5
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 5
Cooper/haims Advisors, Llc 5
Nokota Management, LP 5
Rainier Investment Management Llc 5
Zega Financial, LLC 5
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 5
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 5
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 5
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 5
Hutchinson Capital Management/ca 5
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 5
Canopy Partners, LLC 5
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 5
Peoples Bank /oh 5
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 5
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 5
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 5
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 5
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 5
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 5
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 5
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 5
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 5
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 5
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 5
Tevis Investment Management 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 5
Bainco International Investors 5
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 5
Creegan & Nassoura Financial Group, LLC 5
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 5
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Corporate Multi-Sector Account Portfolio 5
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 5
Princeton Portfolio Strategies Group LLC 5
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 5
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 5
Jackson Wealth Management, LLC 5
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 5
Torno Capital, Llc 5
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 5
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 5
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 5
Cutler Investment Counsel Llc 5
NCATX - Northern Funds - Northern California Tax-exempt Fund 5
RFG - Bristol Wealth Advisors, LLC 5
Heartland Bank & Trust Co 5
JBJ Investment Partners, LLC 5
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 5
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 5
NCITX - Northern Funds - Northern California Intermediate Tax-exempt Fund 5
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 5
Wimmer Associates 1, Llc 5
NOINX - Northern Funds - Northern International Equity Index Fund 5
My Legacy Advisors, LLC 5
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 5
AGRPX - Allianz Funds Multi-Strategy Trust - AllianzGI Multi Asset Income Fund P 5
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 5
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 5
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 5
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 5
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 5
Birchcreek Wealth Management, LLC 5
Bell & Brown Wealth Advisors, Llc 5
Lipe & Dalton 5
Perfromance Wealth Partners, LLC 5
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 5
Cfs, Llc 5
Smith & Howard Wealth Management, LLC 5
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 5
Sweet Financial Partners, LLC 5
Cross Staff Investments Inc 5
Pinnacle Private Wealth, LLC 5
Connective Portfolio Management, LLC 5
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 5
Legacy Financial Group LLC 5
Lummis Asset Management, LP 5
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 5
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 5
Edmond de Rothschild (Europe) 5
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 5
Lakewood Asset Management LLC 5
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 5
Regency Capital Management Inc.\DE 5
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 5
Sovereign Investment Advisors, LLC 5
Mjp Associates Inc /adv 5
Sound View Wealth Advisors, Llc 5
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 5
Texas Capital Bank Wealth Management Services Inc 5
ACSIX - Investment Managers Series Trust II - Arena Strategic Income Fund Class I Shares 5
Clarity Financial LLC 5
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 5
SVA Wealth Management, LLC 5
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 5
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 5
MBA Advisors LLC 5
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 5
Meridian Investment Counsel Inc. 5
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 5
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 5
Wealth Effects Llc 5
Aquire Wealth Advisors, LLC 5
Houlihan Financial Resource Group, Ltd. 5
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 5
Bank Hapoalim Bm 5
Castlekeep Investment Advisors Llc 5
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 5
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 5
Palumbo Wealth Management LLC 5
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 5
Khp Capital, Llc 5
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 5
Cincinnati Insurance Co 5
Jnl Series Trust - Jnl/wmc Value Fund (a) 5
Gries Financial Llc 5
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 5
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 5
Stiles Financial Services Inc 5
O'Neil Global Advisors, Inc. 5
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 5
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 5
Folger Nolan Fleming Douglas Capital Management, Inc 5
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 5
Cooper Creek Partners Management Llc 5
T. Rowe Price Investment Management, Inc. 5
NTB Financial Corp 5
SBB Research Group LLC 5
Abeille Asset Management Sa 5
Long Island Wealth Management, Inc. 5
Trust For Advisor Solutions 5
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 5
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 5
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 5
Nan Shan Life Insurance Co., Ltd. 5
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 5
Ritter Daniher Financial Advisory LLC / DE 5
Puzo Michael J 5
Pimco California Municipal Income Fund Ii 5
Laird Norton Trust Company, Llc 5
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 5
FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund 4
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 4
Ashfield Capital Partners, LLC 4
Pineno Levin & Ford Asset Management, Inc. 4
SeaBridge Investment Advisors LLC 4
EVLU - iSHARES TRUST - iShares MSCI Emerging Markets Value Factor ETF 4
Hendley & Co Inc 4
Garrison Bradford & Associates Inc 4
Hikari Power Ltd 4
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 4
Eq Wealth Advisors, Llc 4
First Western Capital Management Co 4
Capital Group KKR Core Plus (plus) 4
Hager Investment Management Services, Llc 4
Nichols Asset Management LLC 4
Sarasin & Partners LLP 4
New Jersey Better Educational Savings Trust 4
Truepoint, Inc. 4
Benchmark Capital Advisors 4
Ninety One SA (PTY) Ltd 4
KEMPER Corp 4
Mcglinn Capital Management Inc 4
Cincinnati Financial Corp 4
Inspirion Wealth Advisors, Llc 4
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 4
Mork Capital Management, LLC 4
Napier Park Global Capital (US) LP 4
James Alpha Funds Trust - Easterly RocMuni High Income Municipal Bond Fund - Investor Class 4
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 4
Thomas Story & Son Llc 4
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 4
Texan Capital Management 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 4
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 4
BXM Wealth LLC 4
FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 4
PUREfi Wealth, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 4
Elkhorn Partners Limited Partnership 4
Dillon & Associates Inc 4
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 4
bLong Financial, LLC 4
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4
Beddow Capital Management Inc 4
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 4
MOKAN Wealth Management Inc. 4
Gruss & Co., LLC 4
Atlas Legacy Advisors, LLC 4
Columbus Hill Capital Management, L.P. 4
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 4
Ironwood Investment Counsel, LLC 4
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 4
HIMYX - Victory Portfolios IV - Victory Pioneer High Income Municipal Fund Class Y 4
Corps Capital Advisors, LLC 4
Capital & Planning, Llc 4
Centricity Wealth Management, LLC 4
Compass Capital Corp /ma/ /adv 4
Weik Capital Management 4
Abound Financial, Llc 4
Gruss Capital Management LP 4
Gould Asset Management Llc /ca/ 4
Unified Investment Management 4
Alphagen Securities Llc 4
Thomaspartners, Inc. 4
Mayfair Advisory Group, LLC 4
Permanent Capital Management, LP 4
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 4
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 4
Riverbend Wealth Management, LLC 4
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 4
Gallagher Capital Advisors, LLC 4
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 4
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 4
Impact Capital Partners LLC 4
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A 4
Iat Reinsurance Co Ltd. 4
Pictet North America Advisors SA 4
A. D. Beadell Investment Counsel, Inc. 4
North Forty Two & Co. 4
Summit Asset Management, LLC 4
Financially Speaking Inc 4
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 4
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 4
Cabot-Wellington, LLC 4
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
Disciplined Investors, L.L.C. 4
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 4
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 4
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 4
VCIEX - VALIC Co I - International Equities Index Fund 4
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 4
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares 4
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 4
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 4
Harvest Capital Management Inc 4
JNL SERIES TRUST - JNL International Index Fund (I) 4
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 4
Agran Libbie 4
FORH - ETF Opportunities Trust - Formidable ETF 4
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 4
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 4
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 4
Border to Coast Pensions Partnership Ltd 4
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 4
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 4
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 4
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A 4
HIIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH High Income Fund Class A 4
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 4
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 4
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 4
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 4
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 4
SAM Advisors, LLC 4
Capital Counsel Llc/ny 4
Cherry Creek Investment Advisors, Inc. 4
Threadgill Financial, Llc 4
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 4
Essex LLC 4
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 4
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 4
JACKSON VARIABLE SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 4
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 4
RiverTree Advisors, LLC 4
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 4
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 4
Leigh Baldwin & Co., Llc 4
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 4
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 4
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 4
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 4
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 4
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 4
Thornburg Income Builder Opportunities Trust 4
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 4
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 4
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 4
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 4
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 4
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 4
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 4
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 4
NUCAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Intermediate Municipal Bond Fund Class A 4
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 4
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 4
Badgley Phelps Wealth Managers, LLC 4
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 4
Harvest Management Llc 4
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 4
STFGX - Advisers Investment Trust - State Farm Growth Fund 4
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 4
Cura Wealth Advisors, Llc 4
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 4
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 4
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 4
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 4
All Season Financial Advisors, Inc. 4
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 4
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 4
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 4
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 4
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 4
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 4
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 4
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 4
EVNT - AltShares Trust - AltShares Event-Driven ETF 4
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 4
Paladin Advisory Group, LLC 4
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 4
Cornerstone Select Advisors, LLC 4
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 4
Advance Capital Management, Inc. 4
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 4
Dopkins Wealth Management, Llc 4
Kolinsky Wealth Management, LLC 4
Spring Capital Management, Llc 4
Agate Pass Investment Management, LLC 4
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 4
J2 Capital Management Inc 4
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 4
Surience Private Wealth Llc 4
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 4
Portland Investment Counsel Inc. 4
Sandell Asset Management Corp 4
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 4
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 4
Straight Path Wealth Management 4
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 4
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 4
WealthTrust Asset Management, LLC 4
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 4
FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 4
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 4
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 4
HOVLX - HOMESTEAD FUNDS INC - Value Fund 4
Provident Investment Management, Inc. 4
DGS Capital Management, LLC 4
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 4
Cottonwood Capital Advisors, Llc 4
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 4
Fieldview Capital Management, LLC 4
Absolute Capital Management, LLC 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 4
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 4
Riverwater Partners LLC 4
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 4
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 4
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 4
HJEN - Direxion Shares ETF Trust - Direxion Hydrogen ETF 4
Astrantus Ltd 4
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 4
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 4
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 4
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 4
Yarbrough Capital, LLC 4
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 4
NOMIX - Northern Funds - Northern Mid Cap Index Fund 4
NSGRX - Northern Funds - Northern Small Cap Core Fund 4
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 4
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 4
Zenyatta Capital Management LP 4
SGLSX - Blackrock Funds - Blackrock Energy & Resources Portfolio Institutional 4
Prentice Wealth Management LLC 4
Lincluden Management Ltd 4
Gendell Jeffrey L 4
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 4
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 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
Capital Market Strategies LLC 4
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 4
Jnl Series Trust - Jnl/mellon International Index Fund (a) 4
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class 4
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 4
GraniteShares Advisors LLC 4
Jnl Series Trust - Jnl/s&p 4 Fund (a) 4
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 4
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 4
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 4
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 4
Tectonic Advisors Llc 4
Wealthstream Advisors, Inc. 4
Alteri Wealth LLC 4
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 4
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 4
Enhancing Capital LLC 4
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 4
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 4
Koss-Olinger Consulting, LLC 4
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 4
Leverty Financial Group, LLC 4
Greenup Street Wealth Management Llc 4
SageGuard Financial Group, LLC 4
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 4
Masso Torrence Wealth Management Inc. 4
Monograph Wealth Advisors, Llc 4
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 4
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 4
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 4
Intrinsic Value Partners, LLC 4
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 4
Hutchens Investment Management Inc 4
LCM Capital Management Inc 4
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 4
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 4
First Bancorp, Inc /ME/ 4
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 4
Artal Group S.A. 4
Anderson Financial Strategies, LLC 4
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 4
Fortress Private Ledger, Llc 4
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 4
Next Level Private LLC 4
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 4
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 4
Krs Capital Management, Llc 4
1248 Management, LLC 4
MKT Advisors LLC 4
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 4
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 4
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 4
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 4
Castle Financial & Retirement Planning Associates, Inc. 4
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 4
Manhattan West Asset Management, LLC 4
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 4
Crew Capital Management, Ltd. 4
Cove Street Capital, LLC 4
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
WMG Financial Advisors, LLC 4
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 4
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 4
Schulhoff & Co Inc 4
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 4
Wilkinson Global Asset Management LLC 4
Ambassador Advisors, LLC 4
INDA - iSHARES TRUST - iShares MSCI India ETF 4
FHMIX - Federated Hermes Adviser Series - Federated Hermes Conservative Municipal Microshort Fund Institutional Shares 4
Blackrock Real Asset Equity Trust 4
Blackrock Dividend Income Trust 4
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 4
Bull Street Advisors, LLC 4
Win Advisors, Inc 4
Master Basic Value Llc 4
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 4
Gould Capital, LLC 4
Resolute Capital Asset Partners LLC 4
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 4
Blackston Financial Advisory Group, LLC 4
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 4
Edgar Lomax Co/va 4
Royal Capital Wealth Management, LLC 4
Sand Hill Global Advisors, LLC 4
Delta Financial Advisors Llc 4
Graham Capital Wealth Management, Llc 4
PUTNAM FUNDS TRUST - Putnam Intermediate-Term Municipal Income Fund CLASS Y 4
Apeiron RIA LLC 4
Granite Bay Wealth Management, LLC 4
Haverford Financial Services, Inc. 4
Berwyn Funds 4
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 4
Autumn Glory Partners, LLC 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 4
Benchmark Investment Advisors LLC 4
Denver Wealth Management, Inc. 4
Novem Group 4
Bard Financial Services, Inc. 4
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 4
Eagle Rock Investment Company, Llc 4
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 4
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 4
Titleist Asset Management, Ltd. 4
Rather & Kittrell, Inc. 4
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 4
LWM Advisory Services, LLC 4
C2C Wealth Management, LLC 4
Rothschild & Co Wealth Management UK Ltd 4
Oneamerica Funds Inc 4
FirstPurpose Wealth LLC 4
DVYE - iShares, Inc. - iShares Emerging Markets Dividend ETF 4
Oppenheimer Equity Fund 4
IronBridge Private Wealth, LLC 4
Keudell/Morrison Wealth Management 4
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 4
Beacon Harbor Wealth Advisors, Inc. 4
Westhampton Capital, LLC 4
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 4
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 4
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A 4
Private Capital Management Llc 4
Hi-Line Capital Management, LLC 4
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 4
Baldrige Asset Management LLC 4
Julex Capital Management, Llc 4
BATEX - Blackrock Allocation Target Shares - Bats Series E 4
RUFF - ETF Opportunities Trust - Alpha Dog ETF 4
Gq Asset Management, Llc 4
Contrarian Capital Management, L.l.c. 4
Roof Eidam & Maycock/adv 4
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 4
BancFirst Trust & Investment Management 4
PGIM Short Duration High Yield Opportunities Fund 4
Indie Asset Partners, LLC 4
Oaktree Diversified Income Fund Inc. 4
Enterprise Bank & Trust Co 4
Mountain Hill Investment Partners Corp. 4
Investment Advisory Services Inc /tx /adv 4
Shorepoint Capital Partners LLC 4
Bank Of Edwardsville 4
Tiger Management L.l.c. 4
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 4
Optas, LLC 4
Glassy Mountain Advisors, Inc. 4
Karlinski Andrew C 4
Defined Wealth Management, Llc 4
Fcg Advisors, Llc 4
Deerfield Management Company, L.p. (series C) 4
Bernardo Wealth Planning LLC 4
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6 4
First International Bank & Trust 4
Robbins Farley Llc 4
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 4
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 4
SkyView Investment Advisors, LLC 4
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 4
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 4
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 4
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 4
Ostrum Asset Management U.s., Llc 4
Lehman & Derafelo Financial Resources LLC 4
Planning Solutions Group Llc 4
Toms Capital Investment Management Lp 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 4
Fairhaven Wealth Management, LLC 4
ERTS Wealth Advisors, LLC 4
Academy Capital Management Inc/tx 4
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class 4
Serengeti Asset Management LP 4
CVAR - ETF Opportunities Trust - Cultivar ETF 4
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 4
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 4
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 4
LHIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia High Yield Municipal Fund Class A 4
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 4
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 4
Ascent Wealth Partners, LLC 4
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 4
TrinityPoint Wealth, LLC 4
Iridian Asset Management Llc/ct 4
Pasadena Private Wealth, LLC 4
Arabesque Asset Management Ltd 4
Fieldpoint Private Advisors, Inc 4
Greenspring Advisors, LLC 4
Garrison Point Advisors, Llc 4
Objective Capital Management, LLC 4
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 4
Artemis Wealth Advisors, LLC 4
USMDX - Columbia Funds Series Trust II - Columbia Ultra Short Municipal Bond Fund Advisor Class 4
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 4
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 4
Colonial River Wealth Management, LLC 4
TPG Financial Advisors, LLC 4
Econ Financial Services Corp 4
Shulman DeMeo Asset Management LLC 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
R.m.sincerbeaux Capital Management Llc 4
Brooks, Moore & Associates, Inc. 4
Solidarilty Wealth, LLC 4
United Income, Inc. 4
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 4
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 4
NinePointTwo Capital 4
Freemont Management S.A. 4
LGT Fund Management Co Ltd. 4
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 4
Ocean Capital Management, LLC 4
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 4
Powers Advisory Group, LLC 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 4
Strategic Family Wealth Counselors, L.L.C. 4
Signature Wealth Management Partners, LLC 4
Weather Gauge Advisory, LLC 4
Hotaling Investment Management, LLC 4
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 4
Meridian Financial Partners LLC 4
Reitz Capital Advisors LLC 4
Plimoth Trust Co Llc 4
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 4
Impax Asset Management Group plc 4
Penn Mutual Asset Management, LLC 4
Kays Financial Advisory Corp /adv 4
Asset Advisors Investment Management, LLC 4
Exeter Financial, LLC 4
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 4
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 4
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 4
German American Bancorp, Inc. 4
Ritter Daniher Financial Advisory, Llc 4
JGP Wealth Management, LLC 4
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 4
Holowesko Partners Ltd. 4
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 4
Locust Wood Capital Advisers, Llc 4
Vishria Bird Financial Group, LLC 4
Girard Securities, Inc. 4
Brighthouse Funds Trust II - MFS Value Portfolio Class A 4
MBL Wealth, LLC 4
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C 4
Allianz Life Insurance Co Of North America 4
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 4
Nicola Wealth Management Ltd. 4
Legacy Financial Strategies, LLC 4
Arbor Wealth Management, LLC 4
PENN SERIES FUNDS INC - Large Cap Value Fund 4
Sutton Place Investors Llc 4
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 4
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 4
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 4
Breiter Capital Management Inc 4
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 4
Sax Wealth Advisors, Llc 4
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 4
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 4
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 4
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund 4
Farmer Steven Patrick 4
Tlwm 4
D.B. Root & Company, LLC 4
Joule Financial, LLC 4
Inlight Wealth Management, LLC 4
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 4
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 4
Leonard Rickey Investment Advisors P.L.L.C. 4
Kendall Capital Management 4
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 4
Biltmore Family Office, LLC 4
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 4
McMahon Financial Advisors, LLC 4
Divergent Wealth Advisors, Llc 4
Bay Rivers Group 4
Towerpoint Wealth, LLC 4
All Terrain Financial Advisors, LLC 4
Financial Partners Group, Inc 4
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 4
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 4
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 4
Aristotle Atlantic Partners, Llc 4
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 4
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 4
6 Meridian 4
MYDA Advisors LLC 4
GDS Wealth Management 4
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 4
Alphasimplex Group, Llc 4
Northstar Capital Management Llc 4
Diamant Asset Management, Inc. 4
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4
Altrius Capital Management Inc 4
Oak Grove Capital LLC 4
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 4
Ballast, Inc. 4
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 4
FSM Wealth Advisors, LLC 4
Plan Group Financial, LLC 4
Financial Network Wealth Management LLC 4
Spurstone Advisory Services, LLC 4
Murphy, Middleton, Hinkle & Parker, Inc. 4
Conquis Financial Llc 4
Capital Advantage, Inc. 4
Bigelow Investment Advisors, LLC 4
Montchanin Asset Management, Llc 4
Baugh & Associates, LLC 4
Pinney & Scofield, Inc. 4
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 4
Kingstone Capital Partners Texas, LLC 4
Cassia Capital Partners, LLC 4
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 4
Horizons Wealth Management 4
Freedom Day Solutions, LLC 4
Smh Capital Advisors Inc 4
Retirement Income Solutions, Inc 4
Salient Private Client, Llc 4
Copperwynd Financial, LLC 4
Aries Wealth Management 4
Michels Family Financial, LLC 4
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 4
Greystone Financial Group, LLC 4
Columbia Etf Trust 4
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 4
Thrive Capital Management, LLC 4
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 4
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 4
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 4
Putney Financial Group LLC 4
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 4
Flat Footed LLC 4
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 4
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 4
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 4
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 4
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 4
Ab Multi-manager Alternative Fund 4
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 4
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 4
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 4
Center For Asset Management LLC 4
Eaton Vance Enhanced Equity Income Fund 4
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 4
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 4
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 4
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 4
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 4
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 4
Federated Project & Trade Finance Tender Fund 4
Federated Core Trust III - Federated Project and Trade Finance Core Fund 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
Nuveen California Select Tax Free Income Portfolio 4
Renasant Bank 4
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 4
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 4
Accretive Wealth Partners, LLC 4
Gai Agility Income Fund 4
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 4
Gray Wealth Management Inc. 4
Insight Advisors, LLC/ PA 4
P Schoenfeld Asset Management Lp 4
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 4
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A 4
Retirement Financial Solutions, Llc 4
Challenger Wealth Management 4
IWC - iSHARES TRUST - iShares Micro-Cap ETF 4
Eagle Capital Appreciation Fund 4
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 4
Reaves Utility Income Fund 4
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 4
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 4
Northern Financial Advisors Inc 4
Cooke & Bieler Lp 4
Beacon Financial Advisory LLC 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 4
TAFI - AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF 4
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 4
Nichols & Pratt Advisers Llp /ma 4
Allegiance Financial Group Advisory Services LLC 4
Stamina Capital Management Lp 4
Lokken Investment Group LLC 4
ARS Wealth Advisors, LLC 4
Goldstein Advisors, LLC 4
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 4
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 4
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 4
Vertex Planning Partners, LLC 4
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 4
Financial Management Network Inc 4
SDIV - Global X Funds - Global X SuperDividend ETF 4
Waycross Partners, Llc 4
Henssler Funds Inc 4
B.O.S.S. Retirement Advisors, LLC 4
Alliance Wealth Advisors, LLC /UT 4
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 4
Champlain Investment Partners, LLC 4
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 4
Prossimo Advisors, LLC 4
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 4
Nuveen Amt-free Municipal Credit Income Fund 4
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 4
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 4
GURU - Global X Funds - Global X Guru Index ETF 4
Eaton Vance Tax-managed Diversified Equity Income Fund 4
Burgundy Asset Management Ltd. 4
John Hancock Tax-advantaged Global Shareholder Yield Fund 4
SLIM - Janus Detroit Street Trust - The Obesity ETF 4
DIV - Global X Funds - Global X SuperDividend U.S. ETF 4
Cobler Capital Management, LLC 4
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 4
Trilogy Global Advisors Lp 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
Brucke Financial, Inc. 4
Nuveen Municipal Value Fund Inc 4
Galvin, Gaustad & Stein, LLC 4
Kesler, Norman & Wride, LLC 4
Private Capital Management, LLC 4
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 4
Syntegra Private Wealth Group, LLC 4
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 4
Klaas Financial Asset Advisors, LLC 4
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 4
Mizuho Markets Americas Llc 4
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 4
Nearwater Capital Markets, Ltd 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 4
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 4
Worth Financial Advisory Group, LLC 4
Neuberger Berman Mlp Income Fund Inc. 4
SDIVX - Stock Dividend Fund, Inc. - Stock Dividend Fund, Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 4
Core Wealth Partners LLC 4
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I 4
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 4
Aspen Grove Capital, LLC 4
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 4
Mfs Investment Grade Municipal Trust 4
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 4
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 4
TriaGen Wealth Management LLC 4
Salient Midstream & Mlp Fund 4
Goldman Sachs Mlp & Energy Renaissance Fund 4
Deutsche Municipal Income Trust 4
Pioneer Emerging Markets Fund 4
Oak Hill Wealth Advisors, Llc 4
Western Asset High Yield Defined Opportunity Fund Inc. 4
Kayne Anderson Mlp Investment Co 4
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 4
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 4
Davis Investment Partners, LLC 4
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 4
Western Financial Corporation 4
Freedom Wealth Alliance, Llc 4
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 4
AssuredPartners Investment Advisors, LLC 4
Oppenheimer Global High Yield Fund 4
Black Swift Group, LLC 4
Stelliam Investment Management, Lp 4
Nuveen Intermediate Duration Municipal Term Fund 4
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 4
Per Stirling Capital Management, LLC. 4
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 4
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 4
Loveless Wealth Management LLC 4
Legacy Financial Group, Inc. 4
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 4
TSP Capital Management Group, LLC 4
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 4
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 4
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 4
Bensler, LLC 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 4
Linden Thomas Advisory Services, LLC 4
Strait & Sound Wealth Management LLC 4
WIREX - PFS FUNDS - Wireless Fund 4
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 4
Wallace Advisory Group, LLC 4
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 4
Heritage Wealth Management, Inc./Texas 4
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 4
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 4
SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF 4
Marshall Financial Group LLC 4
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 4
Capstone Triton Financial Group, LLC 4
Staar Investment Trust 4
Cascade Investment Group, Inc. 4
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 4
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 4
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 4
Blackrock Enhanced International Dividend Trust 4
Scott Marsh Financial, LLC 4
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 4
Brown Miller Wealth Management, LLC 4
Acrisure Capital Management, LLC 4
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 4
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 4
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 4
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 4
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 4
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 4
Pimco California Municipal Income Fund 4
Sound Financial Strategies Group, LLC 4
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 4
Pimco California Municipal Income Fund Iii 4
Apex Capital Management 4
Legacy Trust 4
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 4
STXK - EA Series Trust - Strive Small-Cap ETF 4
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 4
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 4
Petra Financial Advisors Inc 4
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 4
Lifestyle Asset Management, Inc. 4
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 4
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 4
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 4
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 4
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 4
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 4
MLPPX - Managed Portfolio Series - Tortoise MLP & Energy Infrastructure Fund Institutional Class Shares 4
Cm Wealth Advisors Llc 4
Templeton Global Opportunities Trust 4
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 4
Resolute Wealth Strategies, LLC 4
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 4
Sls Management Llc 4
New Age Alpha Funds Trust - NAA Allocation Fund Class C 4
Pinnacle West Asset Management, Inc. 4
Dohj, Llc 4
COLTX - COLUMBIA FUNDS SERIES TRUST I - Columbia Tax-Exempt Fund Class A 4
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 4
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 4
Ofi Invest Asset Management 4
Century Capital Management, LLC 4
ABLE Financial Group, LLC 4
Eaton Vance Risk-managed Diversified Equity Income Fund 4
Gabelli Utility Trust 4
Nuveen Tax Advantaged Total Return Strategy Fund 4
Gabelli Global Utility & Income Trust 4
First Trust Enhanced Equity Income Fund 4
Stock Portfolio - Stock Portfolio 4
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 4
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 4
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 4
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 4
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I 4
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 4
Trivant Custom Portfolio Group, LLC 4
Abacus Wealth Partners, LLC 4
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 4
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 4
Allianzgi Equity & Convertible Income Fund 4
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 4
Strategies Wealth Advisors, LLC 4
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 4
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 4
CRZAX - MAINSTAY FUNDS TRUST - MainStay Cushing Renaissance Advantage Fund Class A 4
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 4
FAINX - MSS Series Trust - Fallen Angels Income Fund 4
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 4
Prairie Sky Financial Group LLC 4
5-to-15 Year Laddered Municipal Bond Portfolio - 5-to-15 Year Laddered Municipal Bond Portfolio 4
NFTY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust India NIFTY 50 Equal Weight ETF 4
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 4
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 4
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 4
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 4
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 4
Gibbs Wealth Management 4
De Burlo Group Inc 4
Hugh Johnson Advisors LLC 4
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 4
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A 4
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 4
TRH Financial, LLC 4
Sloy Dahl & Holst, LLC 4
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 4
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 4
Oppenheimer Main Street All Cap Fund 4
Elevatus Welath Management 4
Letson Investment Management, Inc. 4
PFW Advisors LLC 4
New Republic Capital, LLC 4
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 4
Invenio Wealth Partners Llc 4
Invesco, Llc 4
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 4
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 4
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 4
Columbus Macro, LLC 4
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 4
Northstar Financial Companies, Inc. 4
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 4
Oppenheimer Developing Markets Fund 4
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 4
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 4
Slagle Financial, LLC 4
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 4
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 4
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 4
Oppenheimer Limited-term Bond Fund 4
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 4
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 4
Invesco Municipal Income Opportunities Trust 4
Northwest Bank & Trust Co 4
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 4
Fulcrum Capital LLC 4
Townsend & Associates, Inc 4
Port Capital LLC 4
Tower View Investment Management & Research LLC 4
Te Ahumairangi Investment Management Ltd 4
Pratt Collard Advisory Partners LLC 4
Broadleaf Partners, LLC 4
Aberdeen Wealth Management LLC 4
Peloton Wealth Strategists 4
Turim 21 Investimentos Ltda. 4
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 4
Fintrust Investment Advisory Services, Llc 4
Abbot Financial Management, Inc. 4
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 4
Athos Capital Ltd 4
Horizon Financial Services, Llc 4
Geneva Partners, LLC 4
United Fire Group Inc 4
Cantor Fitzgerald Investment Adviser L.p. 4
Mitsubishi UFJ Asset Management (UK) Ltd. 4
Dimension Capital Management Llc 4
Circle Wealth Management, LLC 4
Matthew Goff Investment Advisor, LLC 4
Key Bridge Compliance, LLC 4
Israel Discount Bank of New York 4
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 4
Conservest Capital Advisors, Inc. 4
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 4
Qp Wealth Management, Llc 4
Baltimore Capital Management, Inc 4
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 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
Israel Discount Bank Of New York /gfn 4
Access Financial Services, Inc. 4
Iams Wealth Management, Llc 4
CMH Wealth Management LLC 4
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 4
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 4
EXNAX - EATON VANCE INVESTMENT TRUST - Eaton Vance National Limited Maturity Municipal Income Fund Class A 4
ROE - EA Series Trust - Astoria US Quality Kings ETF 4
Crawford Lake Capital Management, LLC 4
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 4
Bedel Financial Consulting Inc 4
Vantage Financial Partners Ltd., Inc. 4
Financial Security Advisor, Inc. 4
Truadvice, LLC 4
Financiere des Professionnels - Fonds d,investissement inc. 4
Empire Life Investments Inc. 4
RB Capital Management, LLC 4
Oakview Capital Management, L.p. 4
Syntax Research, Inc. 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 4
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 4
Prosperitas Financial LLC 4
Franklin Square Holdings, L.P. 4
Covenant Asset Management, LLC 4
Ramirez Asset Management, Inc. 4
Marietta Wealth Management, LLC 4
Revisor Wealth Management LLC 4
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 4
Barber Financial Group, Inc. 4
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 4
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 4
Armor Investment Advisors, LLC 4
BigSur Wealth Management LLC 4
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 4
Fusion Family Wealth LLC 4
AGH Wealth Advisors, LLC 4
Wittenberg Investment Management, Inc. 4
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 4
BlackRock ETF Trust - BlackRock Large Cap Core ETF 4
Good Steward Wealth Advisors,LLC 4
Arthur M. Cohen & Associates, Llc 4
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 4
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 4
HMS Capital Management, LLC 4
Peregrine Capital Management Llc 4
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 4
Barnes Dennig Private Wealth Management LLC 4
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 4
Lilley & Co 4
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 4
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 4
Levitt Capital Management LLC 4
Long Wharf Investors, Inc. 4
VSL - ETF Series Solutions - Volshares Large Cap ETF 4
Highwater Wealth Management, LLC 4
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 4
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 4
Waterway Wealth Management, LLC 4
Sl Advisors, Llc 4
Modus Advisors, LLC 4
Independence Advisors, LLC 4
Bankers Trust Co 4
Precedent Wealth Partners, Llc 4
Punch & Associates Investment Management, Inc. 4
Cedrus LLC 4
Davidson & Garrard Inc 4
Knighthead Capital Management, LLC 4
Wood Investment Counsel LLC 4
Genworth Financial Inc 4
Sabadell Asset Management, S.A S.G.I.I.C 4
Boussard & Gavaudan Asset Management LP 4
Lewis Asset Management, LLC 4
ULTRA SERIES FUND - Large Cap Value Fund Class I 4
Traveka Wealth, LLC 4
Woodburn R Robert Jr 4
Baltimore-Washington Financial Advisors Inc. 4
Fidelity National Financial, Inc. 4
Rayner & Haynor 4
Elliott Investment Management L.P. 4
USATX - USAA MUTUAL FUNDS TRUST - Tax Exempt Intermediate-Term Fund Shares 4
Alpine Associates Advisors 4
Silicon Hills Wealth Management, LLC 4
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 4
Winchester Group Inc. 4
Country Fund Management 4
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund 4
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund 4
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund 4
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 4
Mattern Capital Management, Llc 4
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 4
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 4
Balter Liquid Alternatives, LLC 4
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 4
Harbour Trust & Investment Management Co 4
Moody Aldrich Partners Llc 4
Aware Super Pty Ltd as trustee of Aware Super 4
Morris Capital Advisors, LLC 4
Keener Financial Planning LLC 4
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 4
Independent Investors Inc 4
Investors Trust Inc 4
Highmount Capital, LLC 4
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 4
Karamaan Group, LLC 4
D. E. Shaw & Co, L.p. 4
Saxony Capital Management, LLC 4
Bear Mountain Capital, Inc. 4
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 4
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 4
Peirce Capital Management, LLC 4
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 4
MUIMX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra-Short Municipal Income Portfolio Institutional Class 4
HTLF Bank 4
VCI Wealth Management LLC 4
Southport Management, L.l.c. 4
Aristides Capital LLC 4
Reliant Investment Management, LLC 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 4
Berry Wealth Group, LP 4
AMJ Financial Wealth Management 4
Rex Capital Advisors, LLC 4
Cottage Street Advisors LLC 4
Capstone Financial Advisors, Inc. 4
Advantage Trust Co 4
Birch Hill Investment Advisors LLC 4
Walter & Keenan Financial Consulting Co /mi/ /adv 4
Berkeley Capital Partners, LLC 4
Alley Co LLC 4
Trevor Stewart Burton & Jacobsen Inc 4
Chubb Corp 4
Gardner Lewis Asset Management L P 4
Evergreen Private Wealth LLC 4
Cornerstone Capital, Inc. 4
Cloud Capital Management, LLC 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 4
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 4
Svenska Handelsbanken AB (publ) 4
RESAX - RBC FUNDS TRUST - RBC BlueBay Emerging Market Debt Fund Class A 4
Am Investment Strategies Llc 4
Central Valley Advisors, Llc 4
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 4
Acorn Creek Capital Llc 4
Sculati Wealth Management, LLC 4
Montage Investments, Llc 4
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 4
Pingora Partners LLC 4
Burkett Financial Services, Llc 4
Permanens Capital L.P. 4
Cs Mckee Lp 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 4
B. Riley Financial, Inc. 4
Lion Point Capital, LP 4
Crumly & Associates Inc. 4
Mb, Levis & Associates, Llc 4
Darden Wealth Group Inc 4
Richardson Capital Management LLC 4
Columbia Trust Co 01012016 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 4
Financial Strategy Network, LLC 4
Signal Advisors Wealth, LLC 4
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 4
Maia Wealth LLC 4
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 4
Aviso Wealth Management 4
Mason Investment Advisory Services, Inc. 4
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 4
Piper Sandler & Co. 4
Dynamic Wealth Strategies, LLC 4
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 4
Lgl Partners, Llc 4
Finward Bancorp 4
Pomelo Capital LLC 4
Omega Advisors Inc. 4
Slate Path Capital LP 4
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 4
Harvey Partners, LLC 4
1858 Wealth Management, Llc 4
Evernest Financial Advisors, LLC 4
Seamount Financial Group Inc 4
SIH Partners, LLLP 4
Governors Lane LP 4
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 4
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 4
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 4
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 4
Silver Coast Investments LLC 4
Battery Global Advisors, LLC 4
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4
Beaconlight Capital, Llc 4
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 4
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 4
Wills Financial Group LLC 4
New England Private Wealth Advisors LLC 4
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 4
Boyer & Corporon Wealth Management, LLC 4
GSTAX - Managed Portfolio Series - Principal Street High Income Municipal Fund Institutional Class 4
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 4
Eight 31 Financial Llc 4
Lantern Wealth Advisors, LLC 4
Goldentree Asset Management Lp 4
Bulltick Wealth Management, LLC 4
Sara-Bay Financial 4
Flippin Bruce & Porter Inc 4
National Rural Electric Cooperative Association 4
Clarity Asset Management, Inc. 4
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 4
Wafra Inc. 4
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 4
Kuhn & Co Investment Counsel 4
First Wilshire Securities Management Inc 4
Oracle Alpha Inc. 4
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 4
Turner Investments, L.p. 4
Pt Asset Management, Llc 4
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 4
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 4
Secured Retirement Advisors, Llc 4
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
Edgemoor Investment Advisors, Inc. 4
Evolution Wealth Management Inc. 4
Sunpointe, LLC 4
ParenteBeard Wealth Management, LLC 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
Novak & Powell Financial Services, Inc. 4
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 4
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 4
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 4
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 4
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF 4
Natixis ETF Trust - Natixis Gateway Quality Income ETF 4
White Pine Investment CO 4
ZIG - ETF Series Solutions - The Acquirers Fund 4
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 4
Counterweight Ventures, LLC 4
Merchants' Gate Capital LP 4
Texas Capital Funds Trust - Texas Capital Texas Oil Index ETF 4
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 4
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 4
SCTTX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay C Portfolio Class 2 4
Overland Advisors, LLC 4
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 4
Strategic Financial Services, Inc, 4
Arcus Capital Partners, LLC 4
Leo Wealth, LLC 4
Tributary Capital Management, LLC 4
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 4
Schwerin Boyle Capital Management Inc 4
Monarch Capital Management Inc/ 4
TT Capital Management LLC 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
Saddle Road Partners, LLC 4
Doliver Advisors, Lp 4
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 4
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 4
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 4
Pinpoint Asset Management Ltd 4
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 4
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 4
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 4
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 4
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 4
AA Financial Advisors, LLC 4
Duncan Williams Asset Management, LLC 4
Icahn Carl C 4
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 4
Edmonds Duncan Registered Investment Advisors, LLC 4
Madison Asset Management, LLC 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 4
Lagoda Investment Management, L.P. 4
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 4
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 4
State Farm Mutual Automobile Insurance Co 4
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 4
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 4
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 4
MGB Wealth Management, LLC 4
Portola Group Inc /ca 4
Washington State Investment Board 4
Harvey Investment Co Llc 4
Argus Investors' Counsel, Inc. 4
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A 4
MCCGX - Mirae Asset Discovery Funds - Emerging Markets Great Consumer Fund Class C Shares 4
Glenview State Bank Trust Dept. 4
McNamara Financial Services, Inc. 4
TOWER TRUST & INVESTMENT Co 4
Stone Toro Investment Advisers, LP 4
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 4
NovaPoint Capital, LLC 4
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 4
Globe Life Inc. 4
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 4
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 4
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 4
CORDA Investment Management, LLC. 4
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 4
Piermont Capital Management LLC 4
Sandhill Capital Partners LLC 4
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 4
Ramsay, Stattman, Vela & Price, Inc. 4
Lombard Odier Transatlantic, Limited Partnership 4
10-15 Associates, Inc. 4
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 4
Prudent Man Investment Management, Inc. 4
Horizon Advisory Services, Inc. 4
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 4
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 4
Archon Partners LLC 4
Altavista Wealth Management, Inc. 4
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 4
Foyston, Gordon, & Payne Inc 4
Embree Financial Group 4
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 4
Cambridge Financial Group, LLC 4
First Fiduciary Investment Counsel, Inc. 4
Glass Wealth Management Co LLC 4
Pullen Investment Management, LLC 4
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 4
Fiduciary Family Office, Llc 4
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 4
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 4
Broderick Brian C 4
Blue Edge Capital, LLC 4
DoubleLine Yield Opportunities Fund 4
Wealth Group, Ltd. 4
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 4
Alta 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
Spirepoint Private Client, Llc 4
Umpqua Bank 4
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 4
Atlanta Consulting Group Advisors, LLC 4
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 4
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 4
West Chester Capital Advisors, Inc 4
Silver Lake Advisory, LLC 4
Passumpsic Savings Bank 4
Skylands Capital, LLC 4
Stralem & Co Inc 4
Harding Loevner Lp 4
Sequent Planning LLC 4
Saratoga Research & Investment Management 4
Morgan Dempsey Capital Management Llc 4
General American Investors Co Inc 4
Trajan Wealth LLC 4
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 4
Keystone Financial Planning, Inc. 4
TDVFX - Investment Managers Series Trust - Towle Deep Value Fund 4
Signature Financial Management, Inc. 4
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 4
Shayne & Co., Llc 4
Austin Private Wealth, LLC 4
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 4
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund 4
Efficient Market Advisors, LLC 4
Professional Advisory Services Inc 4
TIHCX - TRANSAMERICA FUNDS - Transamerica International Value Class I2 4
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 4
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 4
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 4
Alerus Investment Advisors Corp 4
Traphagen Investment Advisors Llc 4
Sound Shore Management Inc /ct/ 4
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 4
Pyrrho Capital Management, LP 4
Stratford Consulting, LLC 4
Sippican Capital Advisors 4
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 4
Greystone Managed Investments Inc. 4
Moser Wealth Advisors, LLC 4
Lumbard & Kellner, LLC 4
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 4
Richard P Slaughter Associates Inc 4
Fairview Capital Investment Management, Llc 4
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 4
American Assets Inc 4
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 4
Davis-rea Ltd. 4
NWF Advisory Services Inc. 4
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 4
Boussard & Gavaudan Investment Management LLP 4
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 4
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 4
Spreng Capital Management, Inc. 4
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 4
Spero-smith Investment Advisers Inc /oh 4
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 4
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 4
Sensato Investors LLC 4
Hamel Associates, Inc. 4
Mader & Shannon Wealth Management, Inc. 4
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 4
Marble Harbor Investment Counsel, LLC 4
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 4
Terra Nova Asset Management LLC 4
Euro Pacific Asset Management, LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 4
Ken Stern & Associates, Inc. 4
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 4
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 4
Arbor Trust Wealth Advisors, Llc 4
Centre Asset Management, LLC 4
Moreno Evelyn V 4
Cohen Lawrence B 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
Zuckerman Investment Group, LLC 4
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 4
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 4
VAUGHAN & Co SECURITIES, INC. 4
M. Kraus & Co 4
Carlson Capital Management 4
Lawson Kroeker Investment Management Inc/ne 4
Montrusco Bolton Investments Inc. 4
Burns J W & Co Inc/ny 4
Caxton Associates Llp 4
Deane Retirement Strategies, Inc. 4
World Equity Group, Inc. 4
Interactive Financial Advisors 4
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF 4
Nixon Peabody Trust Co 4
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 4
Norman Fields, Gottscho Capital Management, LLC 4
AMG Funds LLC 4
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
Lincoln Capital LLC 4
Cue Financial Group, Inc. 4
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 4
Kings Path Partners LLC 4
Moon Capital Management, LLC 4
Profit Investment Management, LLC 4
Laurel Grove Capital, LLC 4
Walled Lake Planning & Wealth Management, Llc 4
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 4
Stokes & Hubbell Capital Management, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 4
Capital One Financial Corp 4
Hoertkorn Richard Charles 4
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 4
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 4
York Capital Management Global Advisors, LLC 4
Wellspring Financial Advisors, LLC 4
Triton Wealth Management, PLLC 4
Fairfield Financial Advisors, LTD 4
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 4
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 4
Noesis Capital Mangement Corp 4
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 4
Crux Wealth Advisors 4
Community Bank of Raymore 4
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 4
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 4
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 4
Souders Financial Advisors 4
Catawba Capital Management /va 4
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 4
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 4
Drucker Wealth 3.0, LLC 4
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 4
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 4
Cambridge Advisors Inc. 4
Cumberland Partners Ltd 4
BUYN - USCF ETF Trust - USCF SummerHaven SHPEN Index Fund 4
Granite FO LLC 4
Ksa Capital Management, Llc 4
King Investment Advisors Inc/tx 4
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 4
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 4
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 4
Signet Management Usa, Llc 4
Independence Trust CO 4
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 4
Roffman Miller Associates Inc /pa/ 4
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 4
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 4
New Harbor Financial Group, LLC 4
DSC Advisors, L.P. 4
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 4
Graybill Bartz & Assoc Ltd 4
Security National Bank Of Sioux City Iowa /ia/ 4
Silver Bridge Capital Management LLC 4
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 4
Neumann Capital Management, LLC 4
Aurora Private Wealth, Inc. 4
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 4
Paragon Capital Management Inc 4
BlackRock ETF Trust II - BlackRock High Yield ETF 4
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 4
Messner & Smith Theme Value Investment Management Ltd /ca/ 4
Elevated Capital Advisors, LLC 4
CG Asset Management LLC 4
Lansdowne Partners (uk) Llp 4
Sanibel Captiva Investment Advisers, Inc. 4
Lorber David A 4
Integre Asset Management, LLC 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 4
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 4
united american securities inc. (d/b/a uas asset management) 4
Stadion Money Management, LLC 4
BWM Planning, LLC 4
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 4
Kamunting Street Capital Management, L.P. 4
Rainier Family Wealth Inc 4
Paladin Wealth, LLC 4
Convergence Financial, LLC 4
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 4
Nicolet Bankshares Inc 4
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 4
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 4
Gmt Capital Corp 4
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 4
Mainstream Capital Management LLC 4
Kennebec Savings Bank 4
Caymus Capital Partners, L.P. 4
Grassi Investment Management Llc 4
Carl Domino Inc 4
Howard Bailey Securities, Llc 4
Optivise Advisory Services LLC 4
Delta Capital Management Llc 4
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 4
North American Management Corp 4
Muzinich & Co., Inc. 4
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 4
Murphy Pohlad Asset Management LLC 4
Brookmont Capital Management 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
Guild Investment Management, Inc. 4
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 4
Liberty One Investment Management, Llc 4
HHG & Company, LLC 4
Stolper Co 4
Lynch & Associates/in 4
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 4
Marque Millennium Capital Management Lcc 4
United Bank, Inc. 4
Butensky & Cohen Financial Security, Inc 4
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 4
YOKE - EA Series Trust - Yoke Core ETF 4
First National Bank & Trust Co Of Newtown 4
Albert D Mason Inc 4
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 4
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 4
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 4
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 4
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 4
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 4
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 4
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 4
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 4
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 4
QV Investors Inc. 4
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 4
Longer Investments Inc. 4
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 4
Bright Rock Capital Management, Llc 4
D. E. Shaw Kalon Portfolios, L.L.C. 4
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES 4
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 4
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 4
LIVR - EA Series Trust - Intelligent Livermore ETF 4
VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V 4
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 4
Perennial Investment Advisors, LLC 4
Hyman Charles D 4
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 4
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 4
Sky Investment Group LLC 4
Mondrian Investment Partners LTD 4
Tiedemann Trust Co 4
Insight Wealth Partners, LLC 4
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 4
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 4
High Pointe Capital Management Llc 4
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 4
Cinque Partners Llc 4
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 4
Locust Wood Capital Advisers, LLC 4
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 4
Dow Chemical Co /de/ 4
Honeywell International Inc 4
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 4
Friedenthal Financial 4
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 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
FrontFour Capital Group LLC 4
SOL Capital Management CO 4
Hokanson Associates, Inc. 4
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 4
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 4
Knott David M 4
Legacy Wealth Management, LLC / MS 4
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 4
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 4
Integrated Quantitative Investments LLC 4
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 4
Armistice Capital, Llc 4
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 4
Uhlmann Price Securities, Llc 4
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 4
Global Thematic Partners, LLC 4
Westmount Partners, LLC 4
Pines Wealth Management, LLC 4
Retirement Wealth Solutions LLC 4
Brady Martz Wealth Solutions, LLC 4
Bank OZK 4
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 4
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 3
Ibex Investors LLC 3
Fir Tree Capital Management Lp 3
Kopp Investment Advisors Llc 3
Perkins Capital Management Inc 3
Cooperman Leon G 3
Fairfax Financial Holdings Ltd/ Can 3
Dalton Investments LLC 3
Jana Partners Llc 3
JHL Capital Group LLC 3
Oakland Financial Corp 3
Temasek Holdings (Private) Ltd 3
LionEye Capital Management LLC 3
Relative Value Partners, LLC 3
Oaktree Capital Management Lp 3
Glazer Capital, Llc 3
Pope Asset Management, Llc 3
Grandeur Peak Global Advisors, LLC 3
Southpoint Capital Advisors LP 3
Eagle Capital Management Llc 3
Glenhill Advisors Llc 3
Pennant Capital Management, LLC 3
PFM Health Sciences, LP 3
Alpine Associates Management Inc. 3
Owl Creek Asset Management, L.P. 3
Brigade Capital Management, Lp 3
Alden Global Capital LLC 3
Eton Park Capital Management, L.P. 3
Blue Ridge Capital, L.L.C. 3
New South Capital Management Inc 3
Davis Selected Advisers 3
Avenir Corp 3
ACT Capital Management, LLLP 3
Solus Alternative Asset Management LP 3
Sabby Management, Llc 3
Polygon Management Ltd. 3
Nicholas Company, Inc. 3
Saba Capital Management, L.P. 3
Bessemer Securities Llc 3
Cambridge Financial Group, Inc. 3
Martin & Co Inc /tn/ 3
Disciplined Growth Investors Inc /mn 3
Appaloosa Management Lp 3
Halsey Associates Inc/ct 3
Timucuan Asset Management Inc/fl 3
Forbes J M & Co Llp 3
Tran Capital Management, L.p. 3
Boston Research & Management Inc 3
Rock Point Advisors, LLC 3
Stack Financial Management, Inc 3
Pergamon Offshore Advisors, L.P. 3
C.V. Starr & Co., Inc. Trust 3
Diversified Investment Strategies, LLC 3
Dean Capital Management 3
Investment Management Of Virginia Llc 3
Diamond Hill Capital Management Inc 3
Bingham Osborn & Scarborough Llc 3
Polaris Capital Management, LLC 3
American Capital Management Inc 3
London Co Of Virginia 3
Windsor Financial Group Llc 3
Rbo & Co Llc 3
Matrix Asset Advisors Inc/ny 3
Kahn Brothers Group Inc /de/ 3
Stuyvesant Capital Management 3
Northstar Investment Advisors Llc 3
Winslow Asset Management Inc 3
Hawkins Capital L.P. 3
ACR Alpine Capital Research, LLC 3
Symons Capital Management Inc 3
Schaper Benz & Wise Investment Counsel Inc/wi 3
Grace & White Inc /ny 3
Northstar Asset Management Llc 3
Barbara Oil Co. 3
Cleary Gull Holdings Inc. 3
Parthenon Llc 3
Pictet & Cie (Europe) SA 3
PICTET BANK & TRUST Ltd 3
Bank Pictet & Cie (asia) Ltd 3
Seven Bridges Advisors LLC 3
Madison Street Partners, LLC 3
Valueworks Llc 3
Castle Creek Arbitrage, LLC 3
Bruce & Co., Inc. 3
Ensemble Capital Management, LLC 3
Reynolds Capital Management Llc 3
Outfitter Advisors, Ltd. 3
Palisades Hudson Asset Management, L.P. 3
Legato Capital Management LLC 3
Uniplan Investment Counsel, Inc. 3
S. R. Schill & Associates 3
Domani Wealth, LLC 3
Tweedy, Browne Co LLC 3
Ncm Capital Management Group Inc 3
Retirement Design & Management Inc /adv 3
Sonata Capital Group Inc 3
Taylor, Cottrill LLC 3
JGP Global Gestao de Recursos Ltda. 3
Somerset Group LLC 3
Rench Wealth Management, Inc. 3
Financial Partners Capital Management Llc 3
Capital Management Corp /va 3
Banta Asset Management Lp 3
Pettee Investors, Inc. 3
FolioMetrix LLC 3
Meridian Management Co 3
Sphinx Trading, Lp 3
Cortland Associates Inc/mo 3
Fulton Breakefield Broenniman Llc 3
Lesa Sroufe & Co 3
Madrona Financial Services, LLC 3
Juncture Wealth Strategies, Llc 3
Wealthquest Corp 3
Washington Capital Management Inc 3
Equity Investment Corp/ga 3
Guardian Investment Management 3
Compass Capital Management, Inc 3
Stellar Capital Management, LLC 3
Beaumont Financial Partners, LLC 3
Iron Financial, LLC 3
Deschaine & Company, Llc 3
Lgt Capital Partners Ltd. 3
Planning Alternatives Ltd /adv 3
Excelsia, Inc. 3
RQSI Ltd 3
Lederer & Associates Investment Counsel/ca 3
Smith, Graham & Co., Investment Advisors, LP 3
Tufton Capital Management 3
Socratic Fund Management, L.P. 3
Heathbridge Capital Management Ltd. 3
Westwood Management Corp /il/ 3
Roanoke Asset Management Corp/ Ny 3
Macnealy Hoover Investment Management Inc 3
Sterling Investment Management, Inc. 3
Lombardia Capital Partners Llc 3
Dock Street Asset Management Inc 3
JMG Financial Group, Ltd. 3
Kirr Marbach & Co Llc /in/ 3
Riverbridge Partners Llc 3
Founders Capital Management, Llc 3
Markel Corp 3
Charles Stewart Mott Foundation 3
Mason Capital Management Llc 3
Linden Advisors Lp 3
Regis Management CO LLC 3
Redwood Investments, LLC 3
David R. Rahn & Associates Inc. 3
Taurus Asset Management, Llc 3
Nwi Management Lp 3
Tricadia Capital Management, LLC 3
Myriad Asset Management Ltd. 3
Long Road Investment Counsel, LLC 3
Davy Global Fund Management Ltd 3
Johanson Financial Advisors, Inc. 3
Third Security, LLC 3
Bridgewater Wealth & Financial Management, LLC 3
Stonehearth Capital Management, LLC 3
Rice Hall James & Associates, Llc 3
Foothills Asset Management, Ltd. 3
Fcm Investments/tx 3
Lathrop Investment Management Corp 3
Elm Advisors, Llc 3
Salem Capital Management Inc 3
Bonness Enterprises Inc 3
Abner Herrman & Brock Llc 3
Nadler Financial Group, Inc. 3
Howard Capital Management 3
Conestoga Capital Advisors, LLC 3
Eagle Capital Management, LLC 3
Bouchey Financial Group Ltd 3
Thompson Rubinstein Investment Management Inc /or/ 3
Swarthmore Group Inc 3
Baker Boyer National Bank 3
Smithbridge Asset Management Inc/de 3
Pensionfund Sabic 3
Kempner Capital Management Inc. 3
Monashee Investment Management LLC 3
Kassirer Asset Management Corp 3
Kynikos Associates LP 3
Brandywine Trust Co 3
Bard Associates Inc 3
Miller Investment Management, LP 3
Hikari Tsushin, Inc. 3
Gallagher Fiduciary Advisors, LLC 3
Reservoir Operations, L.P. 3
NewFocus Financial Group, LLC 3
Bedell Frazier Investment Counseling, LLC 3
Cedar Hill Associates, Llc 3
First Houston Capital, Inc. 3
Hamilton Point Investment Advisors, LLC 3
Yacktman Asset Management Lp 3
Beach Point Capital Management LP 3
Ycg, Llc 3
Regents Of The University Of California 3
Montag & Caldwell, Llc 3
Stonebridge Capital Management Inc 3
Arbor Investment Advisors, LLC 3
Mcrae Capital Management Inc 3
Raub Brock Capital Management LP 3
American Asset Management Inc. 3
Anderson Hoagland & Co 3
Fenimore Asset Management Inc 3
Middleton & Co Inc/ma 3
J.P. Marvel Investment Advisors, LLC 3
S. Muoio & Co. Llc 3
Bill & Melinda Gates Foundation Trust 3
Cleary Gull Inc. 3
ATLANTIC INVESTMENT Co 3
Breithorn Capital Management 3
Charles Schwab Investment Advisory, Inc. 3
Oak Associates Ltd /oh/ 3
Acadia Trust Na 3
Potomac Capital Management, Inc. 3
V2 Capital, LLC 3
PVG Asset Management 3
Vision Capital Management, Inc. 3
Laidlaw Group, LLC 3
Philadelphia International Advisors Lp 3
MDE Group 3
Massachusetts Mutual Life Insurance Co 3
Terril Brothers, Inc. 3
Rangeley Capital, LLC 3
Price Michael F 3
Investment Counsel Inc. 3
Carlton Hofferkamp & Jenks Wealth Management, LLC 3
Matisse Capital 3
Edmond De Rothschild Asset Management (luxembourg) 3
Youngs Advisory Group, Inc. 3
Advisors Management Group Inc /adv 3
Croft-leominster Inc 3
Delphi Financial Group, Inc. 3
Home Federal Bank Of Tennessee 3
Gruber & Mcbaine Capital Management Llc 3
Riversville Capital, Inc. 3
Chartwell Investment Partners/pa 3
Noroian Steven A & Associates Inc/ca 3
Moller Financial Services 3
Stearns Financial Services Group 3
Peak Asset Management, LLC 3
Vontobel Swiss Wealth Advisors AG 3
Corundum Group, Inc. 3
Concord Asset Management Llc 3
Thornmark Asset Management Inc. 3
New Vernon Investment Management Llc 3
Qualcomm Inc/de 3
Scharf Investments, Llc 3
Anandar Capital Management LP 3
Citizens & Northern Corp 3
Bolton Lp 3
Granite Point Capital Management, L.P. 3
American Money Management, LLC 3
Wills Financial Group, Inc. 3
Oppenheimer & Close, LLC 3
SeaStone Capital Management, L.P. 3
Scoria Capital Partners LP 3
Oberweis Asset Management Inc/ 3
HRS Investment Holdings, LLC 3
Arrowgrass Capital Partners Llp 3
Opera Trading Capital 3
Tide Point Capital Management, Lp 3
Athena Global Investors LLC 3
Scholtz & Company, Llc 3
Ulysses Management LLC 3
AIMZ Investment Advisors, LLC 3
Strategic Investment Management, Llc 3
Partner Investment Management, L.P. 3
Panning Capital Management, LP 3
Claar Advisors LLC 3
Vega Energy Gp, Llc 3
SkyTop Capital Management LLC 3
Carleon Capital Partners LLC 3
aeris Capital Holding GmbH 3
St. Louis Trust Co 3
P.a.w. Capital Corp 3
Drexel Morgan & Co. 3
Clearline Capital LP 3
Otter Creek Advisors, LLC 3
Glovista Investments LLC 3
Kerrisdale Advisers, LLC 3
Omni Partners Llp 3
Sandell Investment Services LLC 3
Delaney Dennis R 3
Andromeda Capital LLC 3
Amiya Capital LLP 3
Seamans Capital Management, LLC 3
PANTHERA INVESTMENT GmbH 3
Aurora Investment Counsel 3
Columbia Capital Llc 3
Perimeter Capital Partners, LLC 3
S.a.c. Global Investors, Llp 3
Bmi Capital Corp 3
Wilson, Kemp & Associates, Inc. 3
Ignis Investment Services Ltd 3
Fairbanks Capital Management, Inc. 3
Amida Capital Management II, LLC 3
Palisades Investment Partners, LLC 3
Vector Wealth Management, Llc 3
CGOV Asset Management 3
Edmond De Rothschild (monaco) 3
REDW Wealth LLC 3
Benson Investment Management Company, Inc. 3
Rubric Capital Management LP 3
Sicart Associates LLC 3
Abbrea Capital, LLC 3
Concentric Wealth Management, Llc 3
Blockhouse Capital Management Lp 3
Smith Shellnut Wilson Llc /adv 3
Lyell Wealth Management, Lp 3
Greytown Advisors Inc. 3
Fondren Management LP 3
Old Mission Capital, Llc 3
Ullmann Financial Group, Inc. 3
Florence Capital Advisors, LLC 3
Heritage Way Advisors, LLC 3
PagnatoKarp Partners LLC 3
Lincoln Capital Corp 3
Wela Strategies, Inc. 3
Johnson Financial Group, LLC 3
Adalta Capital Management LLC 3
Aldebaran Capital, Llc 3
Algebris (uk) Ltd 3
Providence First Trust Co 3
GenWealth Group, Inc. 3
Oak Point Wealth Management 3
WoodTrust Financial Corp 3
Spearhead Capital Advisors, Llc 3
Mhi Funds, Llc 3
Stumpf Capital Management LLC 3
Huber Financial Advisors, Llc 3
Allied Investment Advisors, LLC 3
WPSMX - WP Trust - WP Smaller Companies Income Plus Fund Institutional Class Shares 3
NJTFX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price New Jersey Tax-Free Bond Fund 3
SMTFX - SIT MUTUAL FUNDS II INC - Sit Minnesota Tax-Free Income Fund 3
Invesco Dynamic Credit Opportunities Fund 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
Invesco Senior Income Trust 3
Fidelity Union Street Trust Ii 3
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 3
Voya Senior Income Fund 3
Amcap Fund 3
Blackrock Munivest Fund, Inc. 3
Oppenheimer Rochester California Municipal Fund 3
Pimco Corporate & Income Strategy Fund 3
Pimco Corporate & Income Opportunity Fund 3
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 3
Pimco High Income Fund 3
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A 3
Dividend Builder Portfolio 3
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 3
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 3
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 3
Gabelli Convertible & Income Securities Fund Inc 3
Deutsche Money Market Trust 3
Invesco Exchange Fund - INVESCO EXCHANGE FUND 3
Brookfield Real Assets Income Fund Inc. 3
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 3
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 3
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 3
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 3
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 3
Pimco Strategic Income Fund, Inc 3
Morgan Stanley Emerging Markets Fund Inc 3
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 3
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
First Trust Dynamic Europe Equity Income Fund 3
Morgan Stanley Asia-pacific Fund, Inc. 3
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I 3
Pimco Global Stocksplus & Income Fund 3
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 3
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 3
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 3
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 3
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 3
Context Capital Funds 3
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 3
Royce Value Trust Inc 3
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 3
Strongvest Etf Trust 3
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 3
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 3
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 3
Bmt Investment Funds 3
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 3
Nuveen Intermediate Duration Quality Municipal Term Fund 3
Tortoise Pipeline & Energy Fund, Inc. 3
Guggenheim Taxable Municipal Managed Duration Trust 3
Oppenheimer Emerging Markets Local Debt Fund 3
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 3
Fidelity Revere Street Trust 3
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 3
Goldman Sachs Mlp Income Opportunities Fund 3
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 3
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 3
First Trust Energy Income & Growth Fund 3
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 3
Mainstay Definedterm Municipal Opportunities Fund 3
First Trust Energy Infrastructure Fund 3
FIMYX - INTERMEDIATE MUNICIPAL TRUST - Federated Intermediate Municipal Trust Institutional Shares 3
Sentinel Variable Products Trust 3
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 3
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 3
Blackrock Master Llc 3
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 3
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 3
Putnam Managed Municipal Income Trust 3
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 3
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares 3
Advent Claymore Convertible Securities & Income Fund Ii 3
Advent/claymore Enhanced Growth & Income Fund 3
Nuveen Amt-free Quality Municipal Income Fund 3
Nuveen Municipal Credit Income Fund 3
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
First Trust Mlp & Energy Income Fund 3
Fidelity Newbury Street Trust 3
Epiphany Funds 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 3
Kkr Income Opportunities Fund 3
Croft Funds Corp 3
Oaktree Funds 3
Fs Energy Total Return Fund 3
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 3
GTCMX - GLENMEDE PORTFOLIOS - Muni Intermediate Portfolio 3
First Trust New Opportunities Mlp & Energy Fund 3
Morgan Stanley Income Securities Inc 3
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 3
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 3
Fidelity Colchester Street Trust 3
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 3
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 3
SURFX - LEE FINANCIAL MUTUAL FUND, INC. - Hawaii Municipal Fund Investor Class 3
Capstone Series Fund Inc 3
Dreyfus Manager Funds I 3
Mpi Investment Management, Inc. 3
Nova R Wealth, Inc. 3
Northwest Capital Management Inc 3
Wealth Advisors of Tampa Bay, LLC 3
Brightline Capital Management, Llc 3
Castle Rock Wealth Management, LLC 3
Nikulski Financial, Inc. 3
DDD Partners, LLC 3
Acorn Advisory Capital L.p. 3
Advanced Asset Management Advisors Inc 3
Derby & Company, Inc 3
Oak Asset Management, LLC 3
James Hambro & Partners 3
Martin Capital Partners, LLC 3
Unio Capital LLC 3
Red Cedar Capital, LLC 3
Diameter Capital Partners LP 3
Newport Wealth Strategies, Inc. 3
Smart Money Group LLC 3
Altman Advisors, Inc. 3
Probabilities Fund Management, LLC 3
Slow Capital, Inc. 3
KADENSA CAPITAL Ltd 3
Lsp Investment Advisors, Llc 3
New Potomac Partners, LLC 3
Ellenbecker Investment Group 3
Titus Wealth Management 3
Q3 Asset Management 3
Stokes Capital Advisors, LLC 3
Qvr Llc 3
Rheos Capital Works Inc. 3
Wells Trecaso Financial Group, LLC 3
Winthrop Advisory Group LLC 3
Hartford Funds Management Co LLC 3
Gifford Fong Associates 3
Rice Partnership, LLC 3
Stewardship Financial Advisors, LLC 3
Blue Chip Wealth Management, Inc. 3
Ategra Capital Management, LLC 3
J. L. Bainbridge & Co., Inc. 3
Cognios Beta Neutral Large Cap Fund, Lp 3
Landmark Bank 3
Virginia National Bank 3
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 3
Mkd Wealth Coaches, Llc 3
Eukles Asset Management 3
Gantzert Investment Co Llc /adv 3
Pettinga Financial Advisors, LLC 3
Beacon Pointe Wealth Advisors, Llc 3
Summit Wealth & Retirement Planning, Inc. 3
FLC Capital Advisors 3
Dougherty Wealth Advisers LLC 3
Traverso Chambers Private Wealth Management, LLC 3
Insight Wealth Strategies, LLC 3
Sargent Investment Group, LLC 3
Apexium Financial, Lp 3
Compton Wealth Advisory Group, LLC 3
Pacific Wealth Strategies Group, Inc. 3
Wolff Financial Management Llc 3
Unified Trust Company, N.A. 3
Genesee Capital Advisors, LLC 3
Newday Solutions, Llc 3
Morningstar Investment Management LLC 3
Frisch Financial Group, Inc. 3
Guidance Point Advisors, LLC 3
New World Advisors LLC 3
Riverstone Advisors, LLC 3
Inherent Group, Lp 3
Campbell Capital Management Inc 3
BT Wealth Management LLC 3
Peachtree Investment Partners, LLC 3
Bmt Investment Advisors 3
Tolleson Wealth Management, Inc. 3
Lantz Financial LLC 3
C-J Advisory, Inc. 3
Moseley Investment Management Inc 3
Cliffwater Corporate Lending Fund 3
Putnam High Yield Trust 3
Riversedge Advisors, Llc 3
Corsair Opportunity Fund 3
Chimera Capital Management LLC 3
Managed High Yield Plus Fund Inc 3
IFG Advisors, LLC 3
Winmill & Co. Inc 3
Hubbell Strickland Wealth Management, LLC 3
Global Strategic Investment Solutions, LLC 3
Mfs Intermarket Income Trust I 3
Principled Equity Market Fund 3
Aberdeen Global Select Opportunities Fund Inc. 3
Xcel Wealth Management, LLC 3
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 3
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 3
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 3
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 3
IOMUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Municipal Fund Class R6 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 3
FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A 3
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares 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 Growth And Income Vip Fund Class 1 3
FMIAX - Franklin Mutual Series Funds - Franklin Mutual International Fund Class A 3
TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A 3
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 3
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 3
Jnl Series Trust - Jnl/s&p Dividend Income & Growth Fund (a) 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 3
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 3
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
NOIGX - Northern Funds - Northern International Equity Fund 3
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 3
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 3
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 3
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 3
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2022 3
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 3
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 3
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 3
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 3
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 3
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 3
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 3
PACIFIC SELECT FUND - International Value Portfolio Class I 3
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 3
AQVVX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Value Fund Institutional Class 3
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 3
AQCIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Core Fund Institutional Class 3
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 3
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 3
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 3
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 3
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 3
LOMMX - CGM TRUST - CGM Mutual Fund 3
CGMFX - CGM TRUST - CGM Focus Fund 3
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 3
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 3
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 3
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 3
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 3
FS Series Trust - FS Real Asset Fund Class A 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 3
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 3
BMBIX - BAIRD FUNDS INC - Baird Quality Intermediate Municipal Bond Fund Institutional 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 3
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 3
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 3
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 3
WFCMX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series M CoreBuilder Shares Series M 3
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 3
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 3
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 3
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 3
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 3
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 3
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 3
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 3
CNRGX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Short Term Emerging Markets Debt Fund Class Y 3
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 3
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 3
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 3
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 3
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 3
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 3
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 3
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 3
PAXWX - PAX WORLD FUNDS SERIES TRUST I - PAX Balanced Fund Investor Class 3
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 3
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 3
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 3
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 3
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 3
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 3
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3 3
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 3
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 3
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class 3
GWMEX - AMG FUNDS - AMG GW&K Municipal Enhanced Yield Fund Class I 3
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 3
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 3
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 3
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 3
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 3
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I 3
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I 3
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 3
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 3
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 3
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 3
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 3
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 3
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 3
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 3
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 3
PENN SERIES FUNDS INC - Mid Core Value Fund 3
PENN SERIES FUNDS INC - Mid Cap Value Fund 3
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 3
Guardian Variable Products Trust - Guardian International Value VIP Fund 3
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 3
CEY - Victory Portfolios II - VictoryShares Emerging Market High Div Volatility Wtd ETF 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
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 3
AQINX - AQR Funds - AQR International Equity Fund Class N 3
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 3
Northern Lights Fund Trust - Power Dividend Mid-Cap Index Fund Class A 3
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 3
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 3
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 3
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 3
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
Brighthouse Funds Trust I - MFS Research International Portfolio Class A 3
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 3
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 3
OEF - iSHARES TRUST - iShares S&P 100 ETF 3
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 3
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 3
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 3
IOO - iSHARES TRUST - iShares Global 100 ETF 3
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 3
INDY - iSHARES TRUST - iShares India 50 ETF 3
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 3
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 3
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N 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
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 3
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 3
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 3
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 3
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 3
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 3
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 3
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 3
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 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
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 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
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 3
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 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
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
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 3
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 3
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 3
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 3
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 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
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
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 3
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 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
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
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 3
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 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
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 3
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I 3
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 3
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 3
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 3
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 3
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 3
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 3
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 3
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 3
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 3
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 3
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 3
LCNIX - LAZARD FUNDS INC - Lazard International Equity Concentrated Portfolio Institutional Shares 3
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 3
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 3
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 3
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 3
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 3
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 3
Profunds - Profund Vp Mid-cap Value 3
Profunds - Profund Vp Small-cap Value 3
Profunds - Profund Vp Ultramid-cap 3
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 3
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 3
LTUSX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term U.S. Government Fund - Class A 3
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 3
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 3
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 3
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 3
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 3
OHIO NATIONAL FUND INC - ON Foreign Portfolio 3
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 3
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 3
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 3
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 3
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 3
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 3
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 3
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 3
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 3
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 3
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 3
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 3
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 3
CFVLX - COMMERCE FUNDS - The Value Fund Shares 3
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 3
MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 3
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 3
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 3
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 3
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 3
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 3
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 3
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 3
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 3
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 3
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 3
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 3
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A 3
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 3
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 3
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 3
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 3
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 3
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 3
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 3
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 3
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 3
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 3
Dfa Investment Trust Co - The Continental Small Company Series 3
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 3
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Municipal Real Return Portfolio Institutional Class 3
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 3
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 3
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 3
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund 3
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 3
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 3
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 3
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund 3
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 3
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 3
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 3
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 3
GVDSX - FEDERATED EQUITY FUNDS - Federated Global Strategic Value Dividend Fund Class A Shares 3
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 3
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 3
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 3
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 3
ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF 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
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 3
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 3
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 3
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 3
DPEGX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio II DPT CLASS 3
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 3
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 3
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 3
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 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
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 3
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 3
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 3
WTABX - WILMINGTON FUNDS - Wilmington Municipal Bond Fund Class A Shares 3
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 3
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 3
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 3
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 3
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 3
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 3
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 3
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
IDV - iSHARES TRUST - iShares International Select Dividend ETF 3
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 3
SFLAX - SunAmerica Specialty Series - AIG Focused Alpha Large-Cap Fund Class A 3
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 3
SDEM - Global X Funds - Global X MSCI SuperDividend Emerging Markets ETF 3
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 3
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 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
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 3
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 3
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 3
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 3
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 3
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 3
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 3
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 3
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 3
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A 3
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 3
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 3
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 3
HHMAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A 3
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 3
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 3
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 3
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 3
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 3
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 3
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 3
HMKAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Income Fund Class A 3
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A 3
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 3
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 3
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 3
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 3
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 3
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund 3
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF 3
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 3
MDPIX - Profunds - Mid-cap Profund Investor Class 3
MLPIX - Profunds - Mid-cap Value Profund Investor Class 3
UMPIX - Profunds - Ultramid-cap Profund Investor Class 3
SVPIX - Profunds - Small-cap Value Profund Investor Class 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
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A 3
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 3
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 3
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 3
Washburn Capital Management, Inc. 3
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 3
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 3
Compass Ion Advisors, LLC 3
First Citizens Financial Corp 3
S.E.E.D. Planning Group LLC 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 3
MFOMX - BNY MELLON FUNDS TRUST - BNY Mellon Focused Equity Opportunities Fund Class M Shares 3
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 3
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 3
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 3
WealthBridge Investment Counsel Inc. 3
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A 3
MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A 3
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 3
POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A 3
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 3
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 3
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio 3
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio 3
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 3
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 3
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 3
Birch Capital Management, LLC 3
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 3
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 3
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 3
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 3
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 3
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A 3
Acorn Financial Advisory Services Inc /adv 3
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 3
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A 3
John W. Brooker & Co., CPAs 3
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
IDOG - ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF 3
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 3
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 3
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class 3
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 3
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 3
VCCEX - VALIC Co I - Core Equity Fund 3
VCSOX - VALIC Co I - International Socially Responsible Fund 3
VMIDX - VALIC Co I - Mid Cap Index Fund 3
VCSMX - VALIC Co I - Small Cap Fund 3
VLCCX - VALIC Co I - Large Cap Core Fund 3
VCTPX - VALIC Co I - Inflation Protected Fund 3
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 3
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 3
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 3
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 3
JMUB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 3
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 3
VIDI - ETF Series Solutions - Vident International Equity Fund 3
VCSVX - VALIC Co II - Small Cap Value Fund 3
VCHYX - VALIC Co II - High Yield Bond Fund 3
KFA Private Wealth Group, LLC 3
JIHDX - John Hancock Funds II - High Yield Fund Class 1 3
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 3
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 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
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 3
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 3
PTIMX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Municipal Bond Fund - Institutional Class 3
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 3
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 3
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 3
BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 3
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 3
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 3
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 3
IMFD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Defensive Core Fixed Income ETF 3
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF 3
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 3
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 3
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 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
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
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
Insight Folios Inc 3
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 3
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 3
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 3
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 3
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C 3
Ayrshire Capital Management LLC 3
Sunburst Financial Group, LLC 3
Cairn Investment Group, Inc. 3
Vista Wealth Management Group, LLC 3
Marotta Asset Management 3
Asset Management Corp /il/ /adv 3
PBMares Wealth Management LLC 3
Royal Harbor Partners, LLC 3
Lighthouse Financial Advisors, Inc. 3
Aufman Associates Inc 3
Aft, Forsyth & Sober, LLC 3
Summit Place Financial Advisors, LLC 3
Invesco Bldrs Index Funds Trust 3
Spdr S&p Midcap 400 Etf Trust 3
Alhambra Investment Partners LLC 3
20/20 Capital Management, Inc. 3
Powell Investment Advisors, LLC 3
BCS Wealth Management 3
Renaissance Investment Consultants Holding Company, Llc 3
Madison Wealth Management 3
Emerald Advisors, LLC 3
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 3
Mizuho Markets Cayman LP 3
Vivid Financial Management, Inc. 3
Element Wealth, LLC 3
Watchman Group, Inc. 3
Independent Family Office, LLC 3
Client 1st Advisory Group, Llc 3
Financial Strategies Group, Inc. 3
Magnolia Capital Management Ltd 3
NWK Group, Inc. 3
Seascape Capital Management 3
Detalus Advisors, LLC 3
Vigilare Wealth Management 3
Brookfield BHS Advisors LLC 3
Hyperion Capital Advisors LP 3
Xtx Markets Llc 3
Soundwatch Capital LLC 3
Private Wealth Strategies, L.L.C. 3
Mission Creek Capital Partners, Inc. 3
Kerntke Otto McGlone Wealth Management Group 3
Seven Springs Wealth Group, LLC 3
Fusion Capital, LLC 3
FICJX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Free California II Fund Institutional Class 3
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 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
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 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
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 3
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 3
Wealth Advisors of Iowa, LLC 3
Madison Scottsdale, LC 3
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 3
TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 3
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus 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
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 3
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 3
WMKGX - WESMARK FUNDS - WesMark Growth Fund 3
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 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
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 3
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 3
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class 3
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 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
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 3
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 3
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 3
EYLD - Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF 3
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 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
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF 3
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 3
VVMIX - Managed Portfolio Series - Securian AM Dynamic Managed Volatility Fund Institutional Class Shares 3
Sunflower Bank, N.A. 3
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 3
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 3
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 3
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI 3
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF 3
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 3
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 3
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
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 3
NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares 3
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 3
Milestone Advisory Partners 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
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 3
Intelligence Driven Advisers, LLC 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 3
Brinton Eaton, 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
Red Granite Advisors LLC 3
Ambs Investment Counsel Llc 3
Telemus Investment Management, LLC 3
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 3
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 3
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 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
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund 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
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 3
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 3
KKR Credit Opportunities Portfolio 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
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 3
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 3
Bft Financial Group, Llc 3
Berkshire Bank 3
Axiom Financial Strategies, LLC 3
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 3
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P 3
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 3
Nuveen Dynamic Municipal Opportunities Fund 3
Oxinas Partners Wealth Management LLC 3
IFS Advisors, 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
Dash Acquisitions Inc. 3
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 3
Waypoint Wealth Partners Inc. 3
Falcon Wealth Planning 3
Flagship Private Wealth, LLC 3
Peak Financial Advisors Llc 3
Samson Rock Capital LLP 3
Bond & Devick Financial Network, Inc. 3
Wealth Management Partners, LLC 3
Bordeaux Wealth Advisors LLC 3
Financial Avengers, Inc. 3
Goepper Burkhardt LLC 3
Alta Wealth Advisors LLC 3
Lumature Wealth Partners, LLC 3
Laurel Wealth Planning LLC 3
Connolly Sarah T. 3
Rfg Holdings, Inc. 3
CBOE Vest Financial, LLC 3
Rempart Asset Management Inc. 3
Oakwell Private Wealth Management, LLC 3
Websterrogers Financial Advisors, Llc 3
Collective Family Office Llc 3
Fountainhead AM, LLC 3
Bluesphere Advisors, LLC 3
Grand Central Investment Group 3
Cannon Global Investment Management, LLC 3
Allegiant Private Advisors, LLC 3
Monterey Private Wealth, Inc. 3
Northern Capital Management, Inc. 3
AAFMAA Wealth Management & Trust LLC 3
Sandbox Financial Partners, LLC 3
Polar Capital Holdings Plc 3
Curated Wealth Partners LLC 3
Madison Wealth Partners, Inc 3
Nixon Capital, LLC 3
Titan Global Capital Management Usa Llc 3
Consultiva Wealth Management, Corp. 3
Kensington Investment Counsel, LLC 3
Castellan Group, LLC 3
Source Financial Advisors LLC 3
Alua Capital Management LP 3
Onyx Bridge Wealth Group LLC 3
WNY Asset Management, LLC 3
Alpha Family Trust 3
Urban Wealth Management, LLC 3
Lazard Freres Gestion S.A.S. 3
Hudson Value Partners, LLC 3
Round Rock Advisors, LLC 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
Twin Lakes Capital Management, LLC 3
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 3
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 3
Alliance Wealth Advisors, LLC 3
Firethorn Wealth Partners, Llc 3
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 3
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 3
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 3
Tower Wealth Partners, Inc. 3
Facet Wealth, Inc. 3
Canvas Wealth Advisors, LLC 3
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 3
Paradigm, Strategies in Wealth Management, LLC 3
Navalign, LLC 3
Bradley & Co. Private Wealth Management, LLC 3
Clark Financial Services Group Inc /bd 3
Fi3 FINANCIAL ADVISORS, LLC 3
Fermata Advisors, LLC 3
Ridgecrest Wealth Partners, Llc 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
Soviero Asset Management, LP 3
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 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
VHYLX - VALIC Co I - High Yield Bond Fund 3
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 3
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 3
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 3
Boit C F David 3
Fortress Wealth Group, LLC 3
Blue Barn Wealth, LLC 3
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 3
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 3
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 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
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 3
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 3
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 3
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 3
blooom, inc. 3
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 3
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 3
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 3
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 3
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 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
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 3
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 3
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 3
Independent Wealth Network Inc. 3
Knott David M Jr 3
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 3
BlackRock ESG Capital Allocation Trust 3
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 3
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 3
Whelan Financial 3
Tnf Llc 3
VPR Management LLC 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 3
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF 3
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 3
Lake Hills Wealth Management, LLC 3
Bromfield Sneider Wealth Advisors 3
Virginia Wealth Management Group, Inc. 3
Atlantic Private Wealth, LLC 3
Guardian Financial Partners, LLC 3
TKG Advisors, LLC 3
Long Run Wealth Advisors, LLC 3
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 3
Index Fund Advisors, Inc. 3
Shelton Wealth Management, Llc 3
Highview Capital Management LLC/DE/ 3
Lee Johnson Capital Management, Llc 3
DMG Group, LLC 3
Bowman & Co S.C. 3
Keystone Financial Services 3
Lynch Asset Management, Inc. 3
Resource Consulting Group Inc 3
Kathleen S. Wright Associates Inc. 3
Forefront Wealth Management Inc. 3
Jackson Thornton Asset Management, Llc 3
Coulter & Justus Financial Services, LLC 3
NEIRG Wealth Management, LLC 3
Hedges Asset Management LLC 3
BlackDiamond Wealth Management Inc. 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
Dixon Fnancial Services, Inc. 3
Nekton Capital Ltd. 3
Barnes Pettey Financial Advisors, Llc 3
PCG Wealth Advisors, LLC 3
Collaborative Wealth Managment Inc. 3
Life Planning Partners, Inc 3
Endowment Wealth Management, Inc. 3
Gordian Capital Singapore Pte Ltd 3
Wulff, Hansen & Co. 3
Trail Ridge Investment Advisors, LLC 3
Fifth Lane Capital, Lp 3
Marion Wealth Management 3
Financial Planners of Cleveland, Inc. 3
Skaana Management L.P. 3
Sender Co & Partners, 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
Hancock Whitney Investment Services Inc. 3
James Reed Financial Services, Inc. 3
Seaport Global Advisors, LLC 3
Theory Financial Llc 3
Eudaimonia Advisors Llc 3
Awm Capital, Llc 3
Dravo Bay Llc 3
Wealthspan Partners, Llc 3
Spinnaker Investment Group, LLC 3
Eagle Bluffs Wealth Management LLC 3
O'ROURKE & COMPANY, Inc 3
Mendel Capital Management LLC 3
Monolith Advisors 3
Adamsbrown Wealth Consultants Llc 3
Capasso Planning Partners LLC 3
Future Fund LLC 3
Vance Wealth, Inc. 3
Rs Crum Inc. 3
Bullseye Investment Management, LLC 3
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 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
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 3
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 3
Vantage Financial Partners, LLC 3
Values First Advisors, Inc. 3
Doman Group, LLC 3
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 3
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 3
Aletheian Wealth Advisors LLC 3
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 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
Paragon Private Wealth Management, LLC 3
Sterling Investment Counsel, 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
Hightower 6M Holding, LLC 3
Alpha Square Group S, LLC 3
Hutchens & Kramer Investment Management Group, LLC 3
Reynolds Investment Management, Inc. 3
Quantum Private Wealth, LLC 3
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 3
KGHG - Krane Shares Trust - KraneShares Global Carbon Transformation ETF 3
WBAT - WisdomTree Trust - WisdomTree Battery Value Chain and Innovation Fund NA 3
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 3
MassMutual Access Pine Point Fund 3
Finer Wealth Management, Inc. 3
Astoria Portfolio Advisors LLC. 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
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 3
FSIKX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Intermediate Municipal Income Fund 3
BCONX - Advisors' Inner Circle Fund III - BARROW HANLEY CREDIT OPPORTUNITIES FUND I Shares 3
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 3
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF 3
Ern Llc 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
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 3
Drake & Associates, LLC 3
KerberRose Wealth Management, LLC 3
Grayhawk Investment Strategies Inc. 3
Coastwise Capital Group, LLC 3
W Advisors, Llc 3
WJ Interests, LLC 3
Lfs Asset Management 3
Second Half Financial Partners, LLC 3
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 3
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 3
CWAIX - FIRST TRUST SERIES FUND - First Trust Managed Municipal Fund Class I 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 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
James J. Burns & Company, LLC 3
Johnson & White Wealth Management, LLC 3
Sentinus, LLC 3
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 3
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 3
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 3
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 3
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 3
Align Wealth Management, LLC 3
JDM Financial Group LLC 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
Verum Partners LLC 3
Systrade AG 3
Seed Wealth Management, Inc. 3
Lodestar Private Asset Management Llc 3
Epacria Capital Partners, Llc 3
Centurion Wealth Management LLC 3
Petredis Investment Advisors Llc 3
Milestone Asset Management, Llc 3
HF Advisory Group, LLC 3
Integris Wealth Management, LLC 3
CPA Asset Management LLC 3
Riverview Capital Advisers, LLC 3
Commonwealth Retirement Investments LLC 3
River Street Advisors LLC 3
Financial & Tax Architects, LLC 3
Ellerson Group Inc /adv 3
Lodestone Wealth Management LLC 3
True Capital Management 3
Heritage Wealth Partners, LLC 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
Evergreen Wealth Management, LLC 3
Left Brain Wealth Management, LLC 3
Capital Group Investment Management Pte. Ltd. 3
Phillips Wealth Planners LLC 3
Dover Advisors, Llc 3
Innovis Asset Management Llc 3
Retirement Investment Advisors, Inc. 3
Talbot Financial, LLC 3
Alpha Financial Partners, LLC 3
Massachusetts Wealth Management 3
St. Louis Financial Planners Asset Management, LLC 3
Boulder Wealth Advisors, LLC 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
Builder Investment Group Inc /adv 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
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 3
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 3
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF 3
Luts & Greenleigh Group, Inc 3
Foresight Global Investors, Inc. 3
Midwest Financial Group LLC 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
Aspen Wealth Strategies, LLC 3
Brown Shipley& Co Ltd 3
Ewa, Llc 3
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 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
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
First County Bank /CT/ 3
Rockwood Wealth Management, LLC 3
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 3
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 3
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 3
Fortune Financial Advisors, LLC 3
Seven Mile Advisory 3
THMMX - THORNBURG INVESTMENT TRUST - Thornburg Municipal Managed Account Fund Class I 3
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF 3
Prosperity Wealth Management, Inc. 3
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 3
BlackRock ETF Trust - BlackRock Large Cap Value ETF 3
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF 3
Constant Guidance Financial LLC 3
Etesian Wealth Advisors, Inc. 3
Slocum, Gordon & Co LLP 3
Kure Advisory, LLC 3
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 3
Strategic Advocates LLC 3
Knollwood Investment Advisory, LLC 3
Exchange Bank 3
Savoie Capital LLC 3
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 3
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares 3
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I 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
Klein Pavlis & Peasley Financial, Inc. 3
Dixon Mitchell Investment Counsel Inc. 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
Gimbal Financial 3
Madison Park Capital Advisors, LLC 3
Solutions 4 Wealth, Ltd 3
Balanced Wealth Group Llc 3
Breed's Hill Capital LLC 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
Boomfish Wealth Group, LLC 3
Chesapeake Capital Corp /il/ 3
ClearAlpha Technologies LP 3
Clear Rock Advisors, LLC 3
Victory Financial Group, Llc 3
ROI Financial Advisors, LLC 3
Morton Community Bank 3
Mustard Seed Financial, LLC 3
Fogel Capital Management, Inc. 3
Sollinda Capital Management LLC 3
Mosley Wealth Management 3
Wellington Wealth Strategies, LLC. 3
Encompass More Asset Management 3
Systematic Portfolios LLC 3
KKM Financial LLC 3
Prospect Financial Services LLC 3
GLOBALT Investments LLC / GA 3
Proathlete Wealth Management Llc 3
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF 3
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 3
Ark & Tlk Investments, Llc 3
BlueChip Wealth Advisors LLC 3
M3 Advisory Group, LLC 3
Accent Capital Management, LLC 3
Ariston Services Group 3
Cooksen Wealth, LLC 3
waypoint wealth counsel 3
FDURX - FIRST EAGLE FUNDS - First Eagle Short Duration High Yield Municipal Fund Class R6 3
Hancock Prospecting Pty Ltd 3
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 3
Fox Hill Wealth Management 3
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 3
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 3
Fpc Investment Advisory, Inc. 3
Councilmark Asset Management, LLC 3
International Private Wealth Advisors LLC 3
Twin City Private Wealth, Llc 3
RW Investment Management LLC 3
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 3
Raelipskie Partnership 3
EVSM - Morgan Stanley ETF Trust - Eaton Vance Short Duration Municipal Income ETF 3
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF 3
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 3
Breakwater Investment Management 3
SRN Advisors, LLC 3
AOHY - Angel Oak Funds Trust - Angel Oak High Yield Opportunities ETF 3
HFG Wealth Management, LLC 3
Global X Japan Co., Ltd. 3
Fiduciary Financial Group, Llc 3
Sage Capital Management, LLC 3
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 3
Brass Tax Wealth Management, Inc 3
Heritage Family Offices, LLP 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 3
Symphony Financial Services, Inc. 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
INDH - WisdomTree Trust - WisdomTree India Hedged Equity Fund 3
Heritage Oak Wealth Advisors Llc 3
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 3
NCP Inc. 3
Summit Wealth Partners, LLC 3
TCW ETF Trust - TCW Flexible Income ETF 3
Mirabaud & Cie SA 3
Accelerate Investment Advisors LLC 3
von Borstel & Associates, Inc. 3
Tcfg Wealth Management, Llc 3
Nicholson Wealth Management Group, LLC 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
Blake Schutter Theil Wealth Advisors, LLC 3
Maiden Cove Capital, LLC 3
Elyxium Wealth, LLC 3
Safe Harbor Fiduciary, LLC 3
Promethium Advisors,llc 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
Tudor Financial Inc. 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
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
Copley Financial Group, Inc. 3
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 3
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 3
InvesTrust 3
Persium Advisors, LLC 3
Flywheel Private Wealth LLC 3
Tallon Kerry Patrick 3
M.e. Allison & Co., Inc. 3
Genesis Private Wealth, Llc 3
Clarendon Private LLC 3
Orca Wealth Management, LLC 3
Fiduciary Advisors, Inc. 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
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
Wealthcare Capital Partners, LLC 3
Hidden Cove Wealth Management, LLC 3
CFC Planning Co LLC 3
Advyzon Investment Management, LLC 3
Compass Planning Associates Inc 3
Marshall Investment Management, Llc 3
Post Resch Tallon Group Inc. 3
Partners Wealth Management, Llc 3
Generali Investments Towarzystwo Funduszy Inwestycyjnych 3
Sage Investment Counsel LLC 3
Hickory Point Bank & Trust 3
Promus Capital, LLC 3
Meriwether Wealth & Planning, LLC 3
Clare Market Investments LLC 3
Madison Investment Advisors, LLC 3
Curio Wealth, Llc 3
Intellus Advisors LLC 3
Guardian Partners Inc. 3
PKS Advisory Services, LLC 3
Moment Partners, LLC 3
Broadway Wealth Solutions, Inc. 3
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 3
Maridea Wealth Management LLC 3
OneAscent Family Office, LLC 3
Partners in Financial Planning 3
Yoffe Investment Management, LLC 3
Polymer Capital Management (US) LLC 3
Bernard Wealth Management Corp. 3
Redwood Park Advisors LLC 3
Coign Capital Advisors LLC 3
NFP Retirement, Inc. 3
Agp Franklin, Llc 3
Master's Wealth Management Inc. 3
Stenger Family Office, LLC 3
Aspire Growth Partners LLC 3
Burling Wealth Partners, Llc 3
Strive Asset Management, LLC 3
ROSS\JOHNSON & Associates LLC 3
4wealth Advisors, Inc. 3
LeClair Wealth Partners LLC 3
Groupe la Francaise 3
KDT Advisors, LLC 3
Parkshore Wealth Management, Inc. 3
Texas Bank & Trust Co 3
IFC Advisors LLC 3
Blue Rock Wealth Management LLC 3
Ames National Corp 3
Investment Management Corp /va/ /adv 3
Pacific Point Advisors, LLC 3
Retirement Planning Group, Llc / Ny 3
Peak Retirement Planning, Inc. 3
Aurdan Capital Management, LLC 3
Liberty Square Wealth Partners Llc 3
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 3
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 3
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 3
LifeWealth Investments, LLC 3
FT Vest Total Return Income Fund: Series A3 3
FT Vest Hedged Equity Income Fund: Series A3 3
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 3
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 3
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 3
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 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
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 3
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 3
TFR Capital, LLC. 3
SpringVest Wealth Management LLC 3
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 3
VCRM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Core Tax-Exempt Bond ETF ETF Shares 3
VSDM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short Duration Tax-Exempt Bond ETF ETF Shares 3
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 3
Aspetuck Financial Management LLC 3
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 3
LENS - EA Series Trust - Sarmaya Thematic ETF 3
Bingham Private Wealth, Llc 3
Caliber Wealth Management, LLC / KS 3
Papamarkou Wellner Asset Management inc. 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 3
FT Vest Total Return Income Fund: Series A4 3
FT Vest Hedged Equity Income Fund: Series A4 3
Optima Capital Llc 3
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 3
Ag2r La Mondiale Gestion D'actifs 3
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 3
Sarver Vrooman Wealth Advisors 3
Family Legacy Financial Solutions, LLC 3
Evelyn Partners Asset Management Ltd 3
Evelyn Partners Investment Management Services Ltd 3
Longview Financial Advisors LLC 3
Argyle Capital Partners, LLC 3
Foronjy Financial Llc 3
Marex Group plc 3
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 3
CGHY - Capital Group Fixed Income ETF Trust - Capital Group High Yield Bond ETF Share class 3
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 3
FT Vest Hedged Equity Income Fund: Series B1 3
FT Vest Total Return Income Fund: Series B1 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3