Petroleum Refining - Largest Owners in this Industry

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

Investor Number of Known Investments
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 271
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 245
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 237
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 225
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 223
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 217
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 216
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 140
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 138
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 137
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 137
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 131
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 122
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 121
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 119
TAFTX - AMERICAN FUNDS TAX EXEMPT SERIES II / CA - Tax-Exempt Fund of California Class A 118
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 114
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 113
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 113
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 110
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 107
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 106
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
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 104
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 99
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 98
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 97
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
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 94
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 93
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 90
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 89
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 88
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 88
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 88
MASTER BOND LLC - Master Total Return Portfolio 87
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 87
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 86
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 86
FCTFX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Municipal Income Fund 84
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 84
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 84
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 83
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 83
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 82
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 82
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 81
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 80
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 80
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 80
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 79
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 79
NOBOX - Northern Funds - Northern Bond Index Fund 78
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
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 77
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 76
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 76
FKCIX - Franklin California Tax Free Trust - Franklin California Intermediate-term Tax-free Income Fund Class A1 75
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 75
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
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 74
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 73
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 73
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 73
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 72
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 71
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 71
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 71
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 70
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 69
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 69
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 68
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 68
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 68
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 67
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 67
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 66
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 66
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 66
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 66
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 65
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 64
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 64
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 64
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 63
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 63
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 63
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 63
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 63
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 63
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 62
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 62
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 62
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 62
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 61
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 61
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 61
Pacer Advisors, Inc. 61
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 60
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 60
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 60
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 60
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 60
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 59
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 59
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 59
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 58
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 58
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 57
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 57
BRACX - Blackrock Allocation Target Shares - Bats Series C 57
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 56
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 56
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 56
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 56
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 55
SFCIX - WELLS FARGO FUNDS TRUST - Wells Fargo California Limited-Term Tax-Free fund Class A 55
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 55
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 55
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 54
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 54
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 54
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 54
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 54
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 54
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
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 53
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 52
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 52
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 52
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 52
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 51
FCAMX - Franklin Municipal Securities Trust - Franklin California High Yield Municipal Fund Class A1 51
BCHYX - American Century California Tax Free & Municipal Funds - California High-yield Municipal Fund Investor Class 51
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 51
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 51
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 50
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 50
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 49
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 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
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 49
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 49
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 48
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 48
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 48
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 48
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 47
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 47
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 47
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 47
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 47
FCSTX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Limited Term Tax-Free Bond Fund 47
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 47
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 47
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 47
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 47
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 46
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 46
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 46
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 46
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 46
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 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
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 44
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 44
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 44
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 44
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 44
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 44
SWCAX - SCHWAB INVESTMENTS - Schwab California Tax-Free Bond Fund 43
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 43
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 43
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 43
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 43
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 43
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 43
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 43
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 43
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 43
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 43
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 42
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 42
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 42
Six Circles Trust - Six Circles Global Bond Fund 42
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 42
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 42
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 41
MCFTX - MFS MUNICIPAL SERIES TRUST - MFS California Municipal Bond Fund A 41
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 41
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 41
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 41
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 41
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 41
Blackrock Core Bond Trust 41
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 41
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 41
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 41
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 41
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 41
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 41
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 40
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 40
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 40
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 40
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 40
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 40
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 40
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 40
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 40
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 40
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 40
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 40
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 40
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 40
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 40
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 39
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 39
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 39
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 39
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 39
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 39
Barclays Plc 39
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 39
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 39
OPCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester California Municipal Fund Class A 39
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 39
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 39
PCTEX - PUTNAM CALIFORNIA TAX EXEMPT INCOME FUND - PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST Class A Shares 39
BlackRock, Inc. 39
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 38
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 38
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 38
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 38
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 38
Citadel Advisors Llc 38
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 38
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 38
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 38
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 38
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 38
Jpmorgan Chase & Co 38
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 38
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 38
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 38
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 38
NCHAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California High Yield Municipal Bond Fund - Class A 38
Deutsche Bank Ag\ 38
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 38
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 37
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 37
Geode Capital Management, Llc 37
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 37
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 37
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 37
Susquehanna International Group, Llp 37
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 37
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 37
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S 37
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 37
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 37
JNL SERIES TRUST - JNL Bond Index Fund (I) 37
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 37
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 37
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 37
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 37
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 37
FKTFX - Franklin California Tax Free Income Fund - Franklin California Tax-free Income Fund - Class A1 37
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 37
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 36
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 36
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 36
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 36
PRXCX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price California Tax-Free Bond Fund 36
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 36
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 36
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 36
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 36
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 36
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 36
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 36
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 36
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 36
Morgan Stanley 36
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 36
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 36
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 36
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 36
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 36
Royal Bank Of Canada 36
Goldman Sachs Group Inc 36
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 36
Bank Of America Corp /de/ 35
Citigroup Inc 35
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 35
Proequities, Inc. 35
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 35
Jane Street Group, Llc 35
Millennium Management Llc 35
UBS Group AG 35
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 35
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 35
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 35
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 35
Simplex Trading, Llc 35
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 35
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional 35
Wells Fargo & Company/mn 35
Sonora Investment Management, LLC 35
Fmr Llc 35
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 35
MSCAX - MAINSTAY FUNDS TRUST - MainStay MacKay California Tax Free Opportunities Fund Class A 35
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 35
Group One Trading, L.p. 35
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 35
Creative Planning 35
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 35
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 34
Tower Research Capital LLC (TRC) 34
TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class 34
EACAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance California Municipal Opportunities Fund Class A 34
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 34
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 34
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 34
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 34
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 34
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 34
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 34
LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A 34
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF 34
Blackrock Multi-sector Income Trust 34
FundVantage Trust - Verplanck Balanced Fund 34
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 34
Ameriprise Financial Inc 34
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 34
LCFIX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett California Tax-Free Income Fund Class A 34
Pnc Financial Services Group, Inc. 33
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 33
Invesco Ltd. 33
Bank of New York Mellon Corp 33
SG Americas Securities, LLC 33
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 33
Blackrock Ltd Duration Income Trust 33
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 33
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 33
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 33
BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund 33
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 33
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 33
Blackrock Credit Allocation Income Trust 33
NOSGX - Northern Funds - Northern Small Cap Value Fund 33
Bessemer Group Inc 33
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 33
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 33
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 33
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 33
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 33
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 32
Eaton Vance Ltd Duration Income Fund 32
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 32
Credit Suisse Ag/ 32
Bnp Paribas Arbitrage, Sa 32
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 32
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 32
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 32
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 32
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 32
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 32
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 32
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 32
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 32
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 32
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 32
CXHYX - Voyageur Mutual Funds - Delaware National High-yield Municipal Bond Fund Class A 32
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 32
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 32
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 32
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 32
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 32
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 32
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 32
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 32
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 32
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 32
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 32
Manufacturers Life Insurance Company, The 32
Blackrock Corporate High Yield Fund, Inc. 32
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 32
Vanguard Group Inc 32
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 32
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 32
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 32
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 32
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 31
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 31
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 31
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 31
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 31
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 31
American International Group, Inc. 31
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 31
Oppenheimer Etf Trust 31
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 31
Clear Street Markets Llc 31
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 31
Huntington National Bank 31
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 31
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 31
Fifth Third Bancorp 31
Walleye Trading LLC 31
Allianz Asset Management GmbH 31
Parallax Volatility Advisers, L.P. 31
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 31
LPL Financial LLC 31
VDAFX - VALIC Co I - Dynamic Allocation Fund 31
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 31
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 31
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 31
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 31
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 31
Sei Investments Co 31
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 31
Principal Funds Inc 31
Tiaa-cref Funds 31
Hartford Mutual Funds Inc/ct 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
Bank Of Montreal /can/ 31
Northern Trust Corp 31
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 30
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 30
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 30
SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A 30
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 30
Acadian Asset Management Llc 30
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 30
Cutler Group LP 30
Marshall Wace, Llp 30
Renaissance Technologies Llc 30
Advisor Group, Inc. 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 30
WealthPLAN Partners, LLC 30
First Trust Advisors Lp 30
Wolverine Trading, Llc 30
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 30
Russell Investments Group, Ltd. 30
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 30
PEAK6 Investments, L.P. 30
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 30
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 30
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 30
IFP Advisors, Inc 30
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 30
Alliancebernstein L.p. 30
Glenmede Trust Co Na 30
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 30
College Retirement Equities Fund 30
Stifel Financial Corp 30
Prelude Capital Management, Llc 30
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 30
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 30
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 30
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 30
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 30
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 30
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 30
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 30
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 30
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 30
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 30
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 30
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 29
Northwestern Mutual Wealth Management Co 29
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 29
FCAL - First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF 29
Quantbot Technologies LP 29
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 29
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 29
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 29
State Street Corp 29
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 29
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 29
Ladenburg Thalmann Financial Services Inc 29
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 29
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 29
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 29
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 29
Advisor Group Holdings, Inc. 29
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 29
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 29
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 29
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 29
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 29
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 29
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 29
Raymond James Financial Services Advisors, Inc. 29
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 29
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 29
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 29
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 29
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 29
Steward Partners Investment Advisory, Llc 29
Marshall Wace North America L.P. 29
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 29
Us Bancorp \de\ 29
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 29
Kcg Holdings, Inc. 29
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 29
Yahoo Inc 29
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 29
Vanguard Whitehall Funds 29
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 29
Virtu Financial LLC 29
Guggenheim Capital Llc 29
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 29
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 28
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 28
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 28
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 28
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 28
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 28
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 28
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 28
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 28
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 28
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 28
Spot Trading L.L.C 28
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 28
Jefferies Group LLC 28
Arrowstreet Capital, Limited Partnership 28
HighTower Advisors, LLC 28
QCVAX - Clearwater Investment Trust - Clearwater International Fund 28
FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF 28
Ubs Ag 28
TRANSAMERICA FUNDS - Transamerica Core Bond I2 28
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 28
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 28
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 28
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 28
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 28
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 28
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 28
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 28
MetLife Securities, Inc 28
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 28
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 28
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 28
Cwm, Llc 28
Neuberger Berman Group LLC 28
Commerzbank Aktiengesellschaft /fi 28
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 27
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 27
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 27
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 27
Gsa Capital Partners Llp 27
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 27
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 27
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 27
GWM Advisors LLC 27
California Public Employees Retirement System 27
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 27
Raymond James & Associates 27
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 27
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 27
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 27
Quadrant Capital Group Llc 27
NEXT Financial Group, 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
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 27
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 27
Advisory Services Network, LLC 27
Envestnet Asset Management Inc 27
National Asset Management, Inc. 27
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 27
BlackRock Institutional Trust Company, N.A. 27
Janney Montgomery Scott LLC 27
Rhumbline Advisers 27
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 27
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 27
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 27
Verition Fund Management LLC 27
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 27
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 27
Hrt Financial Lp 27
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 27
OLCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term California Municipal Fund Class A 27
Fisher Asset Management, LLC 27
Deere & Co 27
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 27
Private Advisor Group, LLC 27
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 27
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 27
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 26
FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF 26
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 26
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 26
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 26
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 26
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 26
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 26
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 26
SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A 26
Franklin Resources Inc 26
AHIVX - American Century Investment Trust - High Income Fund Investor Class 26
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 26
Two Sigma Investments, Lp 26
Point72 Asset Management, L.P. 26
Federation des caisses Desjardins du Quebec 26
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 26
Voya Investment Management Llc 26
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 26
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 26
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 26
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 26
Calamos Global Dynamic Income Fund 26
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 26
STFBX - Advisers Investment Trust - State Farm Balanced Fund 26
Susquehanna Fundamental Investments, Llc 26
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 26
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 26
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 26
Comerica Bank 26
Wolverine Asset Management Llc 26
Hsbc Holdings Plc 26
Cubist Systematic Strategies, LLC 26
Acrospire Investment Management LLC 26
HAP Trading, LLC 26
Ubs Asset Management Americas Inc 26
Squarepoint Ops LLC 26
First Horizon Advisors, Inc. 26
Lazard Asset Management Llc 26
Macquarie Group Ltd 26
Zurcher Kantonalbank (Zurich Cantonalbank) 26
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 25
A.R.T. Advisors, LLC 25
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 25
Allworth Financial LP 25
Advanced Series Trust - Ast Advanced Strategies Portfolio 25
Commonwealth Equity Services, Inc 25
Captrust Financial Advisors 25
Parametric Portfolio Associates Llc 25
CenterStar Fund, LLC 25
Penserra Capital Management LLC 25
WFG Advisors, LP 25
NumerixS Investment Technologies Inc 25
Dimensional Fund Advisors Lp 25
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 25
PENN SERIES FUNDS INC - International Equity Fund 25
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 25
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 25
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 25
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 25
ALCAX - AB MUNICIPAL INCOME FUND, INC. - AB California Portfolio Class A 25
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 25
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 25
Alliancebernstein Global High Income Fund Inc 25
Vanguard Specialized Funds 25
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 25
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 25
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 25
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 25
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 25
Wellington Management Group Llp 25
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 25
Oppenheimer & Co Inc 25
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 25
Qube Research & Technologies Ltd 25
PEAK6 Investments LLC 25
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 25
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 25
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 25
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 25
Cambridge Investment Research Advisors, Inc. 25
VCSBX - VALIC Co II - Strategic Bond Fund 25
Eqis Capital Management, Inc. 25
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 25
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 25
SCTAX - WELLS FARGO FUNDS TRUST - Wells Fargo California Tax-Free Fund Class A 25
Claymore Exchange-traded Fund Trust 25
Invesco Bond Fund 25
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 25
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 25
O'shaughnessy Asset Management, Llc 25
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 25
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 25
Valeo Financial Advisors, LLC 25
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 25
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 25
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 25
American Century Companies Inc 25
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 25
Two Sigma Securities, Llc 25
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 25
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 25
Commonwealth Equity Services, Llc 24
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 24
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 24
Engineers Gate Manager LP 24
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 24
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 24
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 24
Magnetar Financial LLC 24
Stratos Wealth Partners, LTD. 24
Boothbay Fund Management, Llc 24
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 24
CIBC Private Wealth Group, LLC 24
Balyasny Asset Management Llc 24
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 24
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 24
CENTRAL TRUST Co 24
BlueCrest Capital Management Ltd 24
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 24
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 24
Schroder Investment Management Group 24
Advisors Asset Management, Inc. 24
Nomura Holdings Inc 24
Rafferty Asset Management, LLC 24
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 24
Legal & General Group Plc 24
Schonfeld Strategic Advisors LLC 24
Two Sigma Advisers, Lp 24
Bluefin Trading, LLC 24
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 24
Jane Street Holding, LLC 24
Signaturefd, Llc 24
Connor, Clark & Lunn Investment Management Ltd. 24
Parallel Advisors, LLC 24
GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional 24
GIMFX - GMO TRUST - GMO Implementation Fund 24
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 24
Winslow, Evans & Crocker, Inc. 24
BlackRock Investment Management, LLC 24
VCCBX - VALIC Co II - Core Bond Fund 24
Regions Financial Corp 24
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 24
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 24
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 24
Sofos Investments, Inc. 24
Federated Hermes, Inc. 24
D.a. Davidson & Co. 24
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 24
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 24
Great West Life Assurance Co /can/ 24
Nuveen Global High Income Fund 24
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 24
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 24
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 24
Van Eck Associates Corp 24
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 24
D. E. Shaw & Co., Inc. 24
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 24
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 24
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 23
QS Investors, LLC 23
Wealthspire Advisors, L.P. 23
Financial Gravity Companies, Inc. 23
Quantitative Investment Management, LLC 23
LTCAX - THORNBURG INVESTMENT TRUST - Thornburg California Limited Term Municipal Fund - Class A 23
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 23
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 23
Dreman Value Management, L L C 23
Price T Rowe Associates Inc /md/ 23
Americafirst Capital Management, Llc 23
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 23
IMC-Chicago, LLC 23
Natixis 23
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 23
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares 23
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 23
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 23
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 23
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 23
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 23
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 23
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 23
MUFG Americas Holdings Corp 23
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 23
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 23
Calamos Strategic Total Return Fund 23
CoreCommodity Management, LLC 23
NACMX - COLUMBIA FUNDS SERIES TRUST - Columbia California Intermediate Municipal Bond Fund Class A 23
American Portfolios Advisors 23
Elite Wealth Management, Inc. 23
Global Retirement Partners, LLC 23
VCAAX - VALIC Co I - Asset Allocation Fund 23
Victory Capital Management Inc 23
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 23
Walleye Capital LLC 23
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 23
Paloma Partners Management Co 23
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 23
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 23
SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A 23
John Hancock Hedged Equity & Income Fund 23
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 23
Brookstone Capital Management 23
Capital Fund Management S.a. 23
Cetera Investment Advisers 23
AMP Capital Investors Ltd 23
Panagora Asset Management Inc 23
Plante Moran Financial Advisors, LLC 23
PDT Partners, LLC 23
Six Circles Trust - Six Circles Credit Opportunities Fund 23
United Capital Financial Advisers, Llc 23
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 23
New York State Common Retirement Fund 23
Trexquant Investment LP 23
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 23
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 23
Prudential Financial Inc 23
Charles Schwab Investment Management Inc 23
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 23
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 23
Russell Frank Co/ 23
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 23
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 23
Parkside Financial Bank & Trust 23
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 23
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 23
Aperio Group, LLC 23
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 23
Keybank National Association/oh 23
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 23
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 23
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 23
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 23
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 22
Castleark Management Llc 22
Sunbelt Securities, Inc. 22
Paradigm Asset Management Co Llc 22
Thrivent Financial For Lutherans 22
People's United Financial, Inc. 22
CIBC World Markets Inc. 22
Axa S.a. 22
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 22
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 22
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 22
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 22
Vident Investment Advisory, LLC 22
Suntrust Banks Inc 22
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 22
SRS Capital Advisors, Inc. 22
IHT Wealth Management, LLC 22
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 22
Spot Trading L.l.c. 22
Synovus Financial Corp 22
Janus Henderson Group Plc 22
State Of Wisconsin Investment Board 22
Airain ltd 22
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 22
Cushing Asset Management, Lp 22
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 22
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 22
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 22
Leuthold Group, Llc 22
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 22
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 22
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 22
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 22
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 22
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 22
Oxford Asset Management Llp 22
Credit Agricole S A 22
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 22
Teachers Retirement System Of The State Of Kentucky 22
BlackRock Advisors LLC 22
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 22
DVTAX - Voyageur Mutual Funds - Delaware Tax-free California Fund Class A 22
Sandy Spring Bank 22
Global Income Builder Portfolio - Global Income Builder Portfolio 22
Css Llc/il 22
Vanguard Horizon Funds 22
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 22
BlackRock Fund Advisors 22
DMUSX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Intermediate Fund Class A 22
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 22
Sigma Planning Corp 22
Rockefeller Capital Management L.P. 22
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 22
Mariner, LLC 22
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 22
Campbell & CO Investment Adviser LLC 22
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 22
Berman Capital Advisors, LLC 22
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 22
Man Group plc 22
Stevens Capital Management Lp 22
Mackenzie Financial Corp 22
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 22
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 22
Aqr Capital Management Llc 22
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 22
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 22
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 22
Benjamin F. Edwards & Company, Inc. 22
Oppenheimer Variable Account Funds 22
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 22
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 22
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 22
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 22
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 22
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 22
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 22
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 22
Laurion Capital Management LP 22
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 22
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 22
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 22
Private Trust Co Na 22
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 22
Dynamic Technology Lab Private Ltd 22
Cetera Advisor Networks LLC 22
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 22
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 22
Assetmark, Inc 22
Financial Architects, Inc 22
Mirae Asset Global Investments Co., Ltd. 22
Ing Groep Nv 22
Toronto Dominion Bank 22
Key Group Holdings (cayman), Ltd. 22
U S Global Investors Inc 22
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 22
Voloridge Investment Management, Llc 22
FineMark National Bank & Trust 22
Quadrature Capital Ltd 21
Mckinley Capital Management Llc /delaware 21
Jones Financial Companies Lllp 21
Seacrest Wealth Management, Llc 21
Jump Financial, LLC 21
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 21
JNBA Financial Advisors 21
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 21
Jfs Wealth Advisors, Llc 21
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 21
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 21
Atria Investments Llc 21
Farmers & Merchants Investments Inc 21
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 21
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 21
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 21
Glassman Wealth Services 21
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 21
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 21
DRW Securities, LLC 21
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 21
Hbk Investments L P 21
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 21
Catalyst Capital Advisors LLC 21
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 21
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 21
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 21
Advantage Investment Management, Llc 21
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 21
Fiera Capital Corp 21
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 21
Blair William & Co/il 21
CoreCap Advisors, LLC 21
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 21
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 21
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 21
OMERS ADMINISTRATION Corp 21
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional 21
Raymond James Financial Inc 21
ATFAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Limited Term Municipal Income Class A 21
Fox Run Management, L.l.c. 21
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 21
Ameritas Investment Corp 21
Blackrock Debt Strategies Fund, Inc. 21
Driehaus Capital Management Llc 21
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 21
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 21
Invictus RG Pte. Ltd. 21
FNY Investment Advisers, LLC 21
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 21
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 21
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 21
Gradient Investments LLC 21
National Bank Of Canada /fi/ 21
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 21
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 21
Nine Chapters Capital Management LLC 21
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 21
Nuveen Asset Management, LLC 21
Grantham, Mayo, Van Otterloo & Co. LLC 21
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 21
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 21
NOFIX - Northern Funds - Northern Fixed Income Fund 21
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 21
Managed Account Advisors Llc 21
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 21
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 21
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 21
Global X Management CO LLC 21
Jefferies Financial Group Inc. 21
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 21
Ubs Oconnor Llc 21
Caption Management, LLC 21
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 21
Mercer Global Advisors Inc /adv 21
Vantagepoint Funds 21
Rational Advisors Llc 21
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 21
Blackrock Muniholdings California Quality Fund, Inc. 21
EverSource Wealth Advisors, LLC 21
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 21
DekaBank Deutsche Girozentrale 21
SRTMX - SMA RELATIONSHIP TRUST - Series M 21
Harbour Investments, Inc. 21
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 21
Advanced Series Trust - Ast High Yield Portfolio 21
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 21
Tocqueville Asset Management L.p. 21
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 21
Polar Asset Management Partners Inc. 21
XTX Topco Ltd 21
Teachers Advisors, Llc 20
Pinnacle Summer Investments, Inc. 20
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 20
Nationwide Fund Advisors 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
Hillsdale Investment Management Inc. 20
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 20
Principal Securities, Inc. 20
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 20
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 20
Tiaa Cref Investment Management Llc 20
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 20
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 20
Alps Advisors Inc 20
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 20
First Republic Investment Management, Inc. 20
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 20
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 20
Toroso Investments, LLC 20
Cresset Asset Management, LLC 20
Optimum Investment Advisors 20
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 20
Hennessy Advisors Inc 20
Enterprise Financial Services Corp 20
BlackRock Group LTD 20
AdvisorNet Financial, Inc 20
Nomura Asset Management Co Ltd 20
Centaurus Financial, Inc. 20
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 20
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 20
Geneos Wealth Management Inc. 20
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 20
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 20
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 20
Kestra Advisory Services, LLC 20
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 20
PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z 20
FEDERATED CORE TRUST - Emerging Markets Core Fund 20
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 20
Neuberger Berman Intermediate Municipal Fund Inc 20
Tfs Capital Investment Trust 20
Cullen/frost Bankers, Inc. 20
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 20
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 20
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 20
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 20
BlackRock ETF Trust II - BlackRock Flexible Income ETF 20
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 20
Farther Finance Advisors, LLC 20
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 20
State Farm Mutual Fund Trust 20
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 20
Brookfield Asset Management Inc. 20
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 20
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 20
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 20
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 20
Caxton Associates Lp 20
Shell Asset Management Co 20
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 20
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 20
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 20
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 20
Weiss Multi-Strategy Advisers LLC 20
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 20
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 20
Forum Funds 20
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 20
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 20
VGLSX - VALIC Co I - Global Strategy Fund 20
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 20
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 20
Nuveen California Quality Municipal Income Fund 20
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 20
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 20
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 20
Barings Llc 20
Sowell Financial Services LLC 20
Sumitomo Mitsui Trust Holdings, Inc. 20
Emerald Acquisition Ltd. 20
SAC Capital Advisors LP 20
VTL Associates, LLC 20
Commonwealth Bank Of Australia 20
Baird Financial Group, Inc. 20
Tudor Investment Corp Et Al 20
Capstone Investment Advisors, Llc 20
First Allied Advisory Services, Inc. 20
Bokf, Na 20
Brown Brothers Harriman & Co 20
National Planning Corp 20
Healthcare Of Ontario Pension Plan Trust Fund 20
Howe & Rusling Inc 20
FDx Advisors, Inc. 20
Cetera Advisors LLC 20
Highbridge Capital Management Llc 20
Mv Capital Management, Inc. 20
TCI Wealth Advisors, Inc. 20
Warren Averett Asset Management, LLC 20
Navellier & Associates Inc 20
Umb Bank N A/mo 20
Truist Financial Corp 20
Graham Capital Management, L.P. 20
Clark Capital Management Group, Inc. 20
Moors & Cabot, Inc. 20
Clearbridge Investments, LLC 20
Wunderlich Securities, Inc. 20
Ellington Management Group Llc 20
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 20
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 20
M&t Bank Corp 19
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 19
Westpac Banking Corp 19
Mml Investors Services, Llc 19
Integral Derivatives, LLC 19
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 19
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 19
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 19
Carroll Financial Associates, Inc. 19
HITE Hedge Asset Management LLC 19
MBOVX - M FUND INC - M Large Cap Value Fund 19
Westport Resources Management Inc 19
Ronald Blue Trust, Inc. 19
Bb&t Securities, Llc 19
Gotham Asset Management, LLC 19
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 19
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 19
TAMUX - TRANSAMERICA FUNDS - Transamerica Intermediate Muni A 19
Reilly Financial Advisors, Llc 19
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 19
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 19
Cornerstone Planning Group LLC 19
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 19
First Manhattan Co 19
Swiss National Bank 19
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 19
Prestige Wealth Management Group LLC 19
BlackRock Capital Allocation Trust 19
Nisa Investment Advisors, Llc 19
1832 Asset Management L.P. 19
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 19
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 19
Skandinaviska Enskilda Banken AB (publ) 19
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 19
Brandywine Global Investment Management, LLC 19
Princeton Alpha Management LP 19
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 19
CWM Advisors, LLC 19
Blackstone / Gso Strategic Credit Fund 19
Transamerica Financial Advisors, Inc. 19
Hanseatic Management Services Inc 19
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 19
Crossmark Global Holdings, Inc. 19
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 19
Rehmann Capital Advisory Group 19
Cambria Investment Management, L.P. 19
Sanctuary Wealth Advisors, LLC 19
Strs Ohio 19
ETRADE Capital Management LLC 19
Putnam Investments Llc 19
Massachusetts Financial Services Co /ma/ 19
DRCAX - BNY MELLON CALIFORNIA AMT-FREE MUNICIPAL BOND FUND, INC. - BNY Mellon California AMT-Free Municipal Bond Fund, Inc. Class Z 19
DAVENPORT & Co LLC 19
Smith Asset Management Group Lp 19
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 19
First Mercantile Trust Co 19
Evercore Wealth Management, LLC 19
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 19
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 19
Gts Securities Llc 19
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 19
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 19
Ameritas Investment Partners, Inc. 19
LMR Partners LLP 19
Spire Wealth Management 19
Salem Investment Counselors Inc 19
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 19
Oppenheimer Global Strategic Income Fund 19
Hudson Bay Capital Management LP 19
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 19
ClariVest Asset Management LLC 19
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 19
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 19
Y-Intercept (Hong Kong) Ltd 19
Wealth Enhancement Advisory Services, Llc 19
TACAX - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND Class A 19
Wedbush Securities Inc 19
Bridgeway Capital Management Inc 19
State of Wyoming 19
AAMBX - THRIVENT MUTUAL FUNDS - Thrivent Municipal Bond Fund Class A 19
VCCCX - VALIC Co I - Capital Conservation Fund 19
Seven Eight Capital, Lp 19
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 19
Whittier Trust Co 19
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 19
Principal Financial Group Inc 19
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 19
Trust Co Of Vermont 19
Orion Portfolio Solutions, LLC 19
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 19
Bayesian Capital Management, LP 19
Sawtooth Solutions, LLC 19
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 19
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 19
Proficio Capital Partners LLC 19
Prospera Financial Services Inc 19
Gabelli Funds Llc 19
NorthCoast Asset Management LLC 19
Tfs Capital Llc 19
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 19
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 19
Whittier Trust Co Of Nevada Inc 19
Invesco California Value Municipal Income Trust 19
Lindbrook Capital, Llc 19
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 19
International Assets Investment Management, Llc 19
Convergence Investment Partners, LLC 19
Canada Pension Plan Investment Board 19
Td Asset Management Inc 19
Norges Bank 19
Bank Of Nova Scotia 19
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 19
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 19
GAM Holding AG 19
Nuveen Multi-Asset Income Fund 19
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 19
Oregon Public Employees Retirement Fund 19
ExodusPoint Capital Management, LP 19
Centiva Capital, LP 19
Veritable, L.P. 19
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 19
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 19
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 19
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 19
North Star Investment Management Corp. 19
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 19
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 19
Calamos Global Total Return Fund 19
Regal Investment Advisors LLC 19
Meeder Asset Management Inc 19
First New York Securities Llc /ny 19
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 19
Old National Bancorp /in/ 19
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 19
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 19
CLMPX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic California Municipal Income Fund Class A 19
Public Employees Retirement System Of Ohio 19
Larson Financial Group LLC 19
DMTFX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Fund Class A 18
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 18
United Services Automobile Association 18
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 18
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 18
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 18
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 18
Massmutual Trust Co Fsb/adv 18
New England Securities Corp /MA/ 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 18
Chicago Partners Investment Group LLC 18
Advisor Partners Llc 18
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 18
Burney Co/ 18
Stephens Inc /ar/ 18
CPSIX - Unified Series Trust - Fci Bond Fund 18
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 18
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 18
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 18
Graticule Asia Macro Advisors LLC 18
MAI Capital Management 18
CIBC Asset Management Inc 18
Brown Advisory Inc 18
PRFHX - T. Rowe Price Tax-Free High Yield Fund, Inc. - T. Rowe Price Tax-Free High Yield Fund, Inc. 18
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 18
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 18
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 18
Natixis Advisors, L.p. 18
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 18
Ontario Teachers Pension Plan Board 18
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 18
Belpointe Asset Management LLC 18
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 18
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 18
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 18
Edge Wealth Management LLC 18
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 18
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 18
Alberta Investment Management Corp 18
FORA Capital, LLC 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 18
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 18
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 18
Johnson Financial Group, Inc. 18
Eaton Vance Management 18
San Francisco Sentry Investment Group (ca) 18
Peak6 Llc 18
L & S Advisors Inc 18
We Are One Seven, LLC 18
Clinton Group Inc 18
Symphony Asset Management Llc 18
Oppenheimer Funds Inc 18
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 18
Boston Partners 18
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 18
Loomis Sayles & Co L P 18
Sei Trust Co 18
Insight Select Income Fund 18
LTMFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Municipal Fund - Class A 18
Sheaff Brock Investment Advisors, LLC 18
Knight Capital Group, Inc. 18
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 18
Analytic Investors, LLC 18
Tucker Asset Management Llc 18
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 18
Boston Private Wealth Llc 18
State of Tennessee, Treasury Department 18
Oppenheimer Asset Management Inc. 18
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 18
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 18
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 18
TD Waterhouse Canada Inc. 18
Jpmorgan Trust Iii 18
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 18
Point72 Hong Kong Ltd 18
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 18
Alyeska Investment Group, L.P. 18
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 18
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 18
SIR Capital Management, L.P. 18
CLFCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco California Tax-free Income Fund Class C 18
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 18
Aigen Investment Management, Lp 18
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 18
Zions Bancorporation 18
Kistler-Tiffany Companies, LLC 18
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 18
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 18
Six Circles Trust - Six Circles Tax Aware Bond Fund 18
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 18
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 18
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 18
BNP Paribas Asset Management Holding S.A. 18
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 18
Cushing Renaissance Fund 18
Sterling Capital Management LLC 18
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 18
Weiss Strategic Interval Fund 18
SDHAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A 18
World Asset Management Inc 18
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 18
Money Concepts Capital Corp 18
VCBDX - VALIC Co I - Core Bond Fund 18
CenterStar Asset Management, LLC 18
Ajo, Lp 18
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 18
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 18
Capital Wealth Planning, LLC 18
Newbridge Financial Services Group, Inc. 18
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 18
Ancora Advisors, LLC 18
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 18
Perigon Wealth Management, LLC 18
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 18
Liberty Mutual Group Asset Management Inc. 18
Hudock, Inc. 18
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 18
Mason Street Advisors, Llc 18
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 18
FinTrust Capital Advisors, LLC 18
Pinnacle Wealth Planning Services, Inc. 18
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 18
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 18
Amundi Pioneer Asset Management Inc 18
Encompass Capital Advisors LLC 18
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 18
Quantitative Systematic Strategies LLC 18
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 18
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 18
Timber Hill LLC 18
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 18
James Investment Research Inc 18
Ci Investments Inc. 17
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 17
Element Capital Management Llc 17
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 17
Cornerstone Wealth Management, LLC 17
Smartleaf Asset Management LLC 17
Citizens Financial Group Inc/ri 17
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 17
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 17
Hancock Whitney Corp 17
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 17
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 17
Headlands Technologies LLC 17
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 17
Aventail Capital Group, LP 17
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 17
Gemmer Asset Management LLC 17
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 17
Motco 17
Ausdal Financial Partners, Inc. 17
Virtus Global Dividend & Income Fund Inc. 17
Compagnie Lombard Odier SCmA 17
Smithfield Trust Co 17
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 17
Evergreen Capital Management Llc 17
Profund Advisors Llc 17
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 17
Hoxton Financial, Inc. 17
State Board Of Administration Of Florida Retirement System 17
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 17
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 17
Mutual Advisors, LLC 17
Freestone Capital Holdings, LLC 17
Sculptor Capital LP 17
PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A 17
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 17
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 17
Capital Advisors, Ltd. LLC 17
Icon Wealth Partners, LLC 17
Picton Mahoney Asset Management 17
Karp Capital Management Corp 17
Savant Capital, LLC 17
LS Investment Advisors, LLC 17
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 17
Valley National Advisers Inc 17
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 17
Nordea Investment Management Ab 17
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 17
Winton Capital Group Ltd 17
Landscape Capital Management, L.l.c. 17
ARGI Investment Services, LLC 17
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 17
Metropolitan Life Insurance Co/ny 17
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 17
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 17
Mitsubishi UFJ Trust & Banking Corp 17
Numeric Investors Llc 17
Tompkins Financial Corp 17
Great Lakes Advisors, Llc 17
Schubert & Co 17
Krilogy Financial LLC 17
State Farm Variable Product Trust 17
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 17
CastleArk Alternatives, LLC 17
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 17
Private Capital Group, LLC 17
High Income Opportunities Portfolio - High Income Opportunities Portfolio 17
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 17
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 17
Tortoise Capital Advisors, L.l.c. 17
Advent Capital Management /de/ 17
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 17
Algert Global Llc 17
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 17
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 17
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 17
Hexagon Capital Partners LLC 17
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 17
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 17
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 17
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 17
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 17
JustInvest LLC 17
Contravisory Investment Management, Inc. 17
Ergoteles LLC 17
Tcw Strategic Income Fund Inc 17
Texas Yale Capital Corp. 17
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 17
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 17
Bell Investment Advisors, Inc 17
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 17
Amundi 17
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 17
Icon Advisers Inc/co 17
First Hawaiian Bank 17
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 17
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 17
VANGUARD CMT FUNDS - Vanguard Municipal Low Duration Fund 17
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 17
Quantinno Capital Management LP 17
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 17
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 17
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 17
Viking Fund Management Llc 17
DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z 17
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 17
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 17
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 17
Coastal Investment Advisors, Inc. 17
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 17
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 17
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 17
Brinker Capital Investments, LLC 17
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 17
Ridgeworth Funds 17
Visium Asset Management, LP 17
Nuveen California Amt-free Quality Municipal Income Fund 17
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 17
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 17
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 17
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 17
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 17
Asset Management One Co., Ltd. 17
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 17
Front Row Advisors LLC 17
California State Teachers Retirement System 17
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 17
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 17
Flagship Harbor Advisors, Llc 17
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 17
Assenagon Asset Management S.A. 17
Old Mission Capital Llc 17
AE Wealth Management LLC 17
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 17
New York State Teachers Retirement System 17
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 17
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 17
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 17
Cerity Partners LLC 17
QCM Cayman, Ltd. 17
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 17
Elkfork Partners LLC 17
Hartland & Co., LLC 17
First Citizens Bank & Trust Co 17
Waddell & Reed Financial Inc 17
Thompson Siegel & Walmsley Llc 17
Societe Generale 17
Cable Hill Partners, LLC 17
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 17
ACTHX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco High Yield Municipal Fund Class A 17
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 17
Baird Robert W & Co Inc /wi/ 17
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 17
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 17
SRCMX - PRINCIPAL FUNDS INC - California Municipal Fund Class A 17
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 17
Yorktown Management & Research Co Inc 17
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 17
Riverhead Capital Management Llc 17
Northern Trust Co Of Connecticut 17
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 17
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 17
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 17
Capstone Asset Management Co 17
Advocacy Wealth Management Services, LLC 17
Checchi Capital Advisers, LLC 17
Wexford Capital Lp 17
Blackstone / Gso Long-short Credit Income Fund 17
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 17
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 17
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 17
Cornerstone Advisors, Inc. 17
Twin Tree Management, LP 17
Petrus Trust Company, LTA 17
Kanaly Trust Co 17
Arosa Capital Management LP 17
Mark Sheptoff Financial Planning, Llc 16
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 16
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 16
FNY Managed Accounts LLC 16
Ssga Master Trust 16
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 16
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 16
Clough Capital Partners L P 16
Cribstone Capital Management, LLC 16
Blackrock Energy & Resources Trust 16
Us Global Investors Funds 16
Calamos Convertible Opportunities & Income Fund 16
Calamos Convertible & High Income Fund 16
Manning & Napier Advisors Llc 16
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 16
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 16
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 16
Pine River Capital Management L.P. 16
Guardian Capital Lp 16
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 16
ORG Partners LLC 16
WealthTrust-Arizona, LLC 16
GPS Wealth Strategies Group, LLC 16
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 16
Wetherby Asset Management Inc 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 16
Vantage Investment Advisors, LLC 16
TIMOTHY PLAN - Timothy Strategic Variable 16
Eagle Asset Management Inc 16
Harbor Investment Advisory, Llc 16
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 16
Shelton Capital Management 16
Breton Hill Capital Ltd. 16
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 16
Gamco Global Gold, Natural Resources & Income Trust 16
Gamco Natural Resources, Gold & Income Trust 16
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 16
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 16
First Quadrant L P/ca 16
Assured Investment Management LLC 16
Commerce Bank 16
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 16
First Eagle Investment Management, LLC 16
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 16
Trustcore Financial Services, Llc 16
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio 16
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 16
Independent Portfolio Consultants, Inc. 16
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 16
Allianzgi Diversified Income & Convertible Fund 16
Tradewinds Capital Management, LLC 16
First American Bank 16
Investors Research Corp 16
Financial Advocates Investment Management 16
MetLife Investment Management, LLC 16
Summit Trail Advisors, Llc 16
Spirit Of America Management Corp/ny 16
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 16
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 16
WealthTrust Fairport, LLC 16
Creative Financial Designs Inc /adv 16
McIlrath & Eck, LLC 16
Hartford Series Fund Inc 16
Atlas Capital Advisors Llc 16
Versant Capital Management, Inc 16
PBCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 6 - PGIM CALIFORNIA MUNI INCOME FUND Class A 16
LSMSX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series TF Fund 16
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 16
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 16
Ellevest, Inc. 16
Quantamental Technologies LLC 16
Horizon Investments, LLC 16
BlackRock Japan Co. Ltd 16
Wealthspire Advisors, LLC 16
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 16
Aviva Plc 16
First Interstate Bank 16
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 16
Regentatlantic Capital Llc 16
Yaupon Capital Management LP 16
Claro Advisors LLC 16
Edmond De Rothschild Holding S.a. 16
Public Employees Retirement Association Of Colorado 16
Ameritas Advisory Services, LLC 16
Scotia Capital Inc. 16
Bridgewater Associates, LP 16
Rs Variable Products Trust 16
KBC Group NV 16
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 16
Evoke Wealth, Llc 16
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 16
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 16
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 16
Brewin Dolphin Ltd 16
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 16
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 16
Public Sector Pension Investment Board 16
Cadence Capital Management Llc 16
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 16
Bogart Wealth, LLC 16
Resources Investment Advisors, LLC. 16
BDO Wealth Advisors, LLC 16
Fieldpoint Private Securities, LLC 16
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 16
Westside Investment Management, Inc. 16
Patriot Financial Group Insurance Agency, LLC 16
Leavell Investment Management, Inc. 16
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 16
CI Private Wealth, LLC 16
Boston Advisors Llc 16
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 16
Empowered Funds, LLC 16
Capital Investment Advisory Services, LLC 16
Avantax Planning Partners, Inc. 16
FIL Ltd 16
Alpine Global Management, LLC 16
Qs Batterymarch Financial Management, Inc 16
Legg Mason Investment Counsel, LLC 16
Placemark Investments, Inc. 16
Index Management Solutions, LLC 16
Hl Financial Services Llc 16
Lsv Asset Management 16
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 16
GAMMA Investing LLC 16
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 16
EverPoint Asset Management, LLC 16
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 16
Schonfeld Group Holdings LLC 16
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 16
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 16
Lord, Abbett & Co. Llc 16
NatWest Group plc 16
Northwest & Ethical Investments L.P. 16
MQS Management LLC 16
Venturi Wealth Management, LLC 16
Old Mutual Customised Solutions (proprietary) Ltd 16
Formidable Asset Management, LLC 16
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 16
CSat Investment Advisory, L.P. 16
Cibc World Markets Corp 16
Snowden Capital Advisors LLC 16
Stonebridge Capital Advisors LLC 16
Virtus ETF Advisers LLC 16
PointState Capital LP 16
Skopos Labs, Inc. 16
Advisors Preferred, LLC 16
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 16
BTG Pactual Global Asset Management Ltd 16
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 16
Stephens Consulting, LLC 16
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 16
MML Series Investment Fund II - MML High Yield Fund Class II 16
Ground Swell Capital, LLC 16
BlackRock Credit Strategies Fund 16
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 16
Brevan Howard Capital Management LP 16
Maverick Capital Ltd 16
IndexIQ Advisors LLC 16
HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares 16
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 16
Tradeworx Inc. 16
Jennison Associates Llc 16
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 16
Teacher Retirement System Of Texas 16
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 16
APG Asset Management N.V. 16
Coldstream Capital Management Inc 16
Arkadios Wealth Advisors 16
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 16
Moore Capital Management, Lp 16
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 16
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 16
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 16
Capital Analysts, Inc. 16
Ashton Thomas Private Wealth, LLC 16
Strategic Global Advisors, LLC 16
Todd Asset Management Llc 16
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 16
Verus Capital Partners, Llc 16
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 16
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 16
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 16
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 16
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 16
Capital Guardian Trust Co 16
Cowen Group, Inc. 16
PineBridge Investments, L.P. 16
Pathstone Family Office, Llc 16
Candriam Luxembourg S.C.A. 16
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 16
Macroview Investment Management Llc 16
GGBFX - GuideStone Funds - Global Bond Fund Investor 16
Stanley-Laman Group, Ltd. 16
Amalgamated Bank 16
Silvercrest Asset Management Group Llc 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 16
Winfield Associates, Inc. 16
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 16
CAPROCK Group, Inc. 16
Focused Wealth Management, Inc 16
Hutchin Hill Capital, LP 16
Calamos Long/Short Equity & Dynamic Income Trust 16
ProShare Advisors LLC 16
Raymond James Trust N.a. 16
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 16
Thompson Davis & Co., Inc. 16
J. Goldman & Co LP 16
Neuberger Berman California Intermediate Municipal Fund Inc 16
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 16
Advisor Resource Council 16
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 16
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 16
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 16
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 16
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 16
K2 Principal Fund, L.p. 16
Western Asset Managed Municipals Fund Inc. 16
Gupta Wealth Management LLC 16
Mfs Charter Income Trust 16
Pnc Funds 16
Colony Group Llc 16
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 16
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 16
HYLD - Exchange Listed Funds Trust - High Yield ETF 16
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 16
Trust Department Mb Financial Bank N A 16
Fuller & Thaler Asset Management, Inc. 16
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 16
Bluefin Capital Management, Llc 16
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 16
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 15
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 15
Dupont Capital Management Corp 15
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 15
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 15
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 15
Financial Management Professionals, Inc. 15
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 15
Hantz Financial Services, Inc. 15
Tradition Wealth Management, LLC 15
XHYE - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Energy Sector ETF 15
Coppell Advisory Solutions LLC 15
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 15
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 15
Virginia Retirement Systems Et Al 15
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 15
Optiver Holding B.V. 15
Atria Wealth Solutions, Inc. 15
Tcwp Llc 15
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series V Portfolio 15
Rs Investment Trust 15
Allspring Global Investments Holdings, LLC 15
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 15
Yousif Capital Management, Llc 15
Covestor Ltd 15
Adams Asset Advisors, LLC 15
NewSquare Capital LLC 15
Segment Wealth Management, LLC 15
GLG Partners LP 15
Soros Fund Management Llc 15
Highstreet Asset Management Inc. 15
City Holding Co 15
Delta Asset Management Llc/tn 15
Chevy Chase Trust Holdings, Inc. 15
First Financial Corp /in/ 15
Baystate Wealth Management LLC 15
Denali Advisors Llc 15
Fulton Bank, N.a. 15
Arizona State Retirement System 15
Moody National Bank Trust Division 15
Balentine LLC 15
GeoSphere Capital Management 15
Zweig-DiMenna Associates LLC 15
Earnest Partners Llc 15
Koshinski Asset Management, Inc. 15
Oakworth Capital, Inc. 15
HighPoint Advisor Group LLC 15
Boston Private Bank & Trust Co 15
Frontier Wealth Management LLC 15
RHJ International SA 15
Salient Capital Advisors, LLC 15
Harel Insurance Investments & Financial Services Ltd. 15
Foresters Investment Management Company, Inc. 15
Exane Derivatives 15
SpiderRock Trading LLC 15
Washington Trust Bank 15
Archford Capital Strategies, LLC 15
TPH Asset Management, LLC 15
Spark Investment Management LLC 15
Jacobs Levy Equity Management, Inc 15
Edgestream Partners, L.P. 15
Mosaic Family Wealth, LLC 15
Stifel Nicolaus & Co Inc \mo\ 15
Virtus Investment Advisers, Inc. 15
Cornerstone Capital Management Holdings Llc. 15
Highlander Capital Management, LLC 15
Institutional & Family Asset Management, Llc 15
AHL Partners LLP 15
Johnson Investment Counsel Inc 15
BNP Paribas Investment Partners S.A. 15
Man Investments Ltd 15
Wealthcare Advisory Partners LLC 15
StoneX Group Inc. 15
AGF Investments LLC 15
FNY Partners Fund LP 15
JJJ Advisors Inc. 15
Vanguard World Fund 15
Meridian Wealth Management, LLC 15
Lee Financial Co 15
Independent Advisor Alliance 15
Glen Harbor Capital Management LLC 15
King Luther Capital Management Corp 15
NCAAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Municipal Bond Fund - Class A 15
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 15
Voya Global Advantage & Premium Opportunity Fund 15
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 15
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 15
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 15
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 15
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 15
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 15
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 15
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 15
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 15
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 15
Systematic Financial Management Lp 15
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 15
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 15
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 15
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 15
Bayforest Capital Ltd 15
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 15
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 15
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 15
Caitong International Asset Management Co., Ltd 15
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 15
FEDERATED CORE TRUST - High Yield Bond Portfolio 15
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 15
Guggenheim Strategic Opportunities Fund 15
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 15
Agf Investments Inc. 15
Global X Funds 15
ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class 15
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 15
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 15
Jain Global LLC 15
Migdal Insurance & Financial Holdings Ltd. 15
PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund 15
Franklin Templeton International Trust 15
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 15
Covington Capital Management 15
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 15
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 15
Carlson Capital L P 15
Delpha Capital Management, Llc 15
Merit Financial Group, LLC 15
Kiley Juergens Wealth Management, Llc 15
Holocene Advisors, LP 15
Banco de Sabadell, S.A 15
Avestar Capital, LLC 15
One Wealth Advisors, LLC 15
Pin Oak Investment Advisors Inc 15
Integrated Wealth Concepts LLC 15
Quad-Cities Investment Group, LLC 15
Blackrock Multi-sector Opportunities Trust 15
Mount Yale Investment Advisors, LLC 15
CX Institutional 15
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 15
Blueshift Asset Management, LLC 15
Townsquare Capital Llc 15
HHM Wealth Advisors, LLC 15
Atom Investors LP 15
Weaver Consulting Group 15
Avion Wealth 15
Employees Retirement System of Texas 15
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 15
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 15
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 15
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 15
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 15
BSBAX - Northern Funds - Northern Short Bond Fund 15
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 15
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 15
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 15
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 15
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 15
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 15
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 15
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 15
Rothschild Investment Llc 15
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 15
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 15
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 15
Glen Eagle Advisors, LLC 15
RidgeWorth Capital Management LLC 15
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 15
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 15
Los Angeles Capital Management Llc 15
Azzad Asset Management Inc /adv 15
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 15
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 15
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 15
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 15
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 15
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 15
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 15
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 15
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 15
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 15
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 15
Colony Group, LLC 15
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 15
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 15
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 15
Bartlett & Co. LLC 15
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 15
USCBX - USAA MUTUAL FUNDS TRUST - California Bond Fund Shares 15
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 15
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 15
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 15
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 15
PDSAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Short Duration Muni High Income Fund Class A 15
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 15
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 15
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 15
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 15
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 15
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 15
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 15
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 15
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 15
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 15
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 15
BRYN MAWR TRUST Co 15
Pictet Asset Management Holding SA 15
Vident Advisory, LLC 15
Wealthcare Capital Management Llc 15
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 15
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 15
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 15
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 15
Moneta Group Investment Advisors Llc 15
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 15
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 15
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 15
Thomas White International Ltd 15
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 15
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 15
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 15
OWCAX - OLD WESTBURY FUNDS INC - Old Westbury California Municipal Bond Fund 15
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 15
CCMPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Municipal Fund Share class 15
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 15
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 15
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 15
Greenleaf Trust 15
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 15
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 15
SWNTX - SCHWAB INVESTMENTS - Schwab Tax-Free Bond Fund 15
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 15
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 15
GV Financial Advisors 15
Cipher Capital LP 15
CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class 15
True Wealth Design, LLC 15
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 15
VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A 15
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 15
Key FInancial Inc 15
Vestcor Inc 15
Meridian Wealth Partners, LLC 15
Mirabella Financial Services Llp 15
Ensign Peak Advisors, Inc 15
Procyon Private Wealth Partners, LLC 15
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 15
Connor Clark & Lunn Investment Management Ltd 15
Spring Creek Capital Llc 14
Mather Group, Llc. 14
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 14
Mfs Multimarket Income Trust 14
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 14
MOTMX - BNY MELLON FUNDS TRUST - BNY Mellon Municipal Opportunities Fund Class M 14
Parkwood LLC 14
Inscription Capital, LLC 14
Ninety One UK Ltd 14
Independence Bank of Kentucky 14
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 14
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 14
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 14
MTBAX - MAINSTAY FUNDS - MainStay MacKay Tax Free Bond Fund Class A 14
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 14
Stone House Investment Management, LLC 14
Transce3nd, LLC 14
Wealthfront Inc 14
NOCBX - Northern Funds - Northern Core Bond Fund 14
American National Insurance Co /tx/ 14
Carolinas Wealth Consulting Llc 14
Pitcairn Co 14
Private Ocean, LLC 14
Eastern Bank 14
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 14
Transamerica Partners Funds Group Ii 14
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 14
Adage Capital Partners Gp, L.l.c. 14
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 14
SG3 Management, LLC 14
AlphaMark Advisors, LLC 14
Daiwa Securities Group Inc. 14
Menta Capital Llc 14
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 14
Advance Capital I Inc 14
IFG Advisory, LLC 14
Profunds - Profund Vp Oil & Gas 14
Leonteq Securities AG 14
Gulf International Bank (UK) Ltd 14
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 14
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 14
Kings Point Capital Management 14
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 14
Clough Global Dividend & Income Fund 14
Martingale Asset Management L P 14
Western Asset Municipal Partners Fund Inc. 14
First Personal Financial Services 14
Aquatic Capital Management LLC 14
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 14
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 14
FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 14
Harvest Fund Management Co., Ltd 14
Voya Natural Resources Equity Income Fund 14
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 14
Janney Capital Management LLC 14
J.w. Cole Advisors, Inc. 14
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 14
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB 14
Eagle Global Advisors Llc 14
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 14
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 14
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 14
Blackrock Muniyield California Quality Fund, Inc. 14
Investment Centers Of America Inc 14
Capital World Investors 14
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 14
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 14
Bluestein R H & Co 14
Gierl Augustine Investment Management Inc 14
Utah Retirement Systems 14
Western Asset Municipal High Income Fund Inc. 14
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 14
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 14
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 14
Ipswich Investment Management Co., Inc. 14
Truvestments Capital Llc 14
EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A 14
Usca Ria Llc 14
Old Mutual Global Investors (UK) Ltd. 14
Sound Income Strategies, LLC 14
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 14
Squar Milner Financial Services Llc 14
IXC - iSHARES TRUST - iShares Global Energy ETF 14
Veriti Management LLC 14
Bridgefront Capital, LLC 14
Ropes Wealth Advisors Llc 14
Kepos Capital LP 14
Point72 Asia (Singapore) Pte. Ltd. 14
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 14
Calamos Dynamic Convertible & Income Fund 14
Perpetual Ltd 14
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 14
Boston Income Portfolio - Boston Income Portfolio 14
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 14
American National Bank 14
Executive Wealth Management, LLC 14
Hotchkis & Wiley Capital Management Llc 14
Bellwether Investment Group, LLC 14
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 14
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 14
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 14
TRUE Private Wealth Advisors 14
Lombard Odier Asset Management (USA) Corp 14
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 14
IWV - iSHARES TRUST - iShares Russell 3000 ETF 14
Sciencast Management LP 14
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 14
South Dakota Investment Council 14
Weld Capital Management Llc 14
Toth Financial Advisory Corp 14
Founders Financial Alliance, LLC 14
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 14
Cohen & Steers, Inc. 14
Measured Wealth Private Client Group, LLC 14
Bartlett & Co. Wealth Management Llc 14
Wilbanks Smith & Thomas Asset Management Llc 14
Luminus Management Llc 14
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 14
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 14
Rodgers Brothers Inc. 14
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 14
Ieq Capital, Llc 14
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 14
Peapack Gladstone Financial Corp 14
Root Financial Partners, LLC 14
Quarry LP 14
Kempen Capital Management N.v. 14
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 14
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 14
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 14
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 14
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 14
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 14
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 14
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 14
Winch Advisory Services, LLC 14
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 14
Transamerica Partners Funds Group 14
USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A 14
Avidian Wealth Solutions, LLC 14
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 14
Tibra Equities Europe Ltd 14
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 14
Virginia Retirement System 14
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 14
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 14
Park Avenue Securities Llc 14
Blackrock Resources & Commodities Strategy Trust 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 14
I.g. Investment Management, Ltd. 14
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 14
Apriem Advisors 14
Alpha Windward Llc 14
NN Investment Partners Holdings N.V. 14
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 14
RFP Financial Group LLC 14
Absolute Return Capital, LLC 14
Pearl River Capital, LLC 14
Ritholtz Wealth Management 14
Horizon Kinetics LLC 14
IMHAX - IVY FUNDS - Ivy California Municipal High Income Fund Class A 14
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 14
Northwestern Mutual Investment Management Company, Llc 14
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 14
Prime Capital Investment Advisors, LLC 14
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 14
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 14
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 14
FourThought Financial, LLC 14
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 14
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class 14
Transamerica Partners Portfolios 14
Barrow Hanley Mewhinney & Strauss Llc 14
Tfo-tdc, Llc 14
UMA Financial Services, Inc. 14
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 14
Weiss Asset Management LP 14
Vigilant Capital Management, LLC 14
Advent Claymore Convertible Securities & Income Fund 14
Rydex Etf Trust 14
Parametric Market Neutral Portfolio 14
Occudo Quantitative Strategies Lp 14
Golden State Wealth Management, LLC 14
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 14
Campbell Multi-strategy Trust 14
Vanguard Index Funds 14
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 14
CIBC Bancorp USA Inc. 14
Legacy Financial Advisors, Inc. 14
Wealth Quarterback LLC 14
Aviance Capital Management, Llc 14
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 14
Creekmur Asset Management LLC 14
Belvedere Trading LLC 14
Summit Global Investments 14
Piedmont Investment Advisors Llc 14
SBI Securities Co., Ltd. 14
Community Bank, N.A. 14
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 14
Manchester Capital Management LLC 14
Clear Harbor Asset Management, LLC 14
Tcw Group Inc 14
Lenox Wealth Advisors, LLC 14
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 14
Keebeck Alpha, LP 14
STXAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Municipal High Income Fund Class A 14
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 14
Santa Fe Partners LLC 14
Erste Asset Management GmbH 14
First Horizon Corp 14
Brinker Capital Inc 14
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 14
Sequoia Financial Advisors, LLC 14
Arden Investment Series Trust 14
Arrow Financial Corp 14
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 14
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 14
SOUTH STATE Corp 14
Calvert Investment Management, Inc. 14
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 14
Hartford Investment Management Co 14
Wagner Wealth Management, Llc 14
Ledyard National Bank 14
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 14
First PREMIER Bank 14
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 14
BFIX - Build Funds Trust - Build Bond Innovation ETF 14
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 14
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 14
URTH - iShares, Inc. - iShares MSCI World ETF 14
Ab Pooling Portfolios 14
Caisse De Depot Et Placement Du Quebec 14
Lenox Wealth Management, Inc. 14
F&C Asset Management plc 14
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 14
State of New Jersey Common Pension Fund D 14
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 14
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 14
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 14
Strategic Wealth Partners, Ltd. 14
Cypress Capital Management LLC (WY) 14
Janus Capital Management Llc 14
MML Series Investment Fund II - MML Blend Fund Initial Class 14
CGSM - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF Share Class 14
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 14
Pendal Group Ltd 14
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 14
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 14
SECOR Capital Advisors, LP 14
General Motors Investment Management Corp 14
Manning & Napier Group, LLC 14
Peregrine Asset Advisers, Inc. 14
Calton & Associates, Inc. 14
Exchange Traded Concepts, Llc 14
BlackRock ETF Trust II - BlackRock Total Return ETF 14
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 14
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 14
Hartree Partners, LP 14
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 14
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 14
WASHINGTON TRUST Co 14
Kestra Private Wealth Services, Llc 14
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity 14
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 14
Zacks Investment Management 14
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 14
Wipfli Financial Advisors Llc, 14
Pathstone Holdings, LLC 13
FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund 13
Quest Capital Management Inc /adv 13
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 13
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 13
Intellectus Partners, LLC 13
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 13
Hm Payson & Co 13
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 13
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 13
Marathon Trading Investment Management LLC 13
Tyers Asset Management LLC 13
Financial Counselors Inc 13
Financial Network Wealth Advisors LLC 13
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 13
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 13
Point72 Europe (London) LLP 13
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 13
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 13
Claraphi Advisory Network, LLC 13
Qtron Investments LLC 13
Kelly Financial Services LLC 13
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 13
Clarus Wealth Advisors 13
Bedel Financial Consulting, Inc. 13
Baldwin Brothers Inc/ma 13
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 13
Selective Wealth Management, Inc. 13
Pacitti Group Inc. 13
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 13
Arete Wealth Advisors, LLC 13
CVA Family Office, LLC 13
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class 13
Twinbeech Capital Lp 13
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 13
Cinctive Capital Management LP 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 13
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 13
KIFAX - Forward Funds - Salient Select Income Fund Class A 13
SageView Advisory Group, LLC 13
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 13
FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares 13
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 13
Gideon Capital Advisors, Inc. 13
Globeflex Capital L P 13
Maven Securities LTD 13
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 13
Bollard Group LLC 13
Hollencrest Capital Management 13
Shapiro Robert N 13
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 13
American Funds Insurance Series 13
Addison Advisors LLC 13
Mackay Shields Llc 13
Destination Wealth Management 13
CRAK - VanEck Vectors ETF Trust - VanEck Vectors Oil Refiners ETF 13
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 13
Newgate Capital Management Llc 13
Guardian Wealth Advisors, LLC 13
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 13
180 Wealth Advisors, Llc 13
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares 13
Renaissance Group Llc 13
Centenus Global Management, Lp 13
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 13
Avalon Advisors, Llc 13
Mizuho Trust & Banking Co., Ltd. 13
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 13
Lucus Advisors Llc 13
Asset Dedication, LLC 13
Americana Partners, LLC 13
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 13
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 13
PDS Planning, Inc 13
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 13
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 13
BBVA USA Bancshares, Inc. 13
C M Bidwell & Associates Ltd 13
Grove Bank & Trust 13
Laurel Wealth Advisors, Inc. 13
Foundry Partners, LLC 13
Chicago Equity Partners Llc 13
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 13
Zurich Insurance Group Ltd/FI 13
Mount Lucas Management LP 13
Highland Capital Management, Llc 13
PSI Advisors, LLC 13
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 13
Municipal Employees' Retirement System of Michigan 13
Blackrock Enhanced Capital & Income Fund, Inc. 13
Teza Capital Management LLC 13
Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) 13
BlackRock Multi-Sector Opportunities Trust II 13
PIMCO Energy & Tactical Credit Opportunities Fund 13
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 13
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 13
Kornitzer Capital Management Inc /ks 13
Zebra Capital Management LLC 13
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 13
Meritage Portfolio Management 13
Fidelity Central Investment Portfolios LLC - Fidelity Energy Central Fund 13
Highland Capital Management Lp 13
Western Asset Investment Grade Defined Opportunity Trust Inc. 13
Concert Wealth Management Inc. 13
Greenland Capital Management LP 13
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 13
Versor Investments LP 13
Northwest Wealth Management, Llc 13
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 13
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 13
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 13
Steward Financial Group LLC 13
Western Asset Income Fund 13
Police & Firemen's Retirement System of New Jersey 13
Gargoyle Investment Advisor L.L.C. 13
Hexavest Inc. 13
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 13
Pekin Hardy Strauss, Inc. 13
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF 13
Pictet Asset Management Sa 13
Rothschild Investment Corp /il 13
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 13
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 13
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 13
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 13
ETHYX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance High Yield Municipal Income Fund Class A 13
Cape Investment Advisory, Inc. 13
Corient Capital Partners, LLC 13
Arcadia Investment Management Corp/mi 13
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 13
Lighthouse Investment Partners, LLC 13
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 13
Herndon Capital Management Llc 13
Next Financial Holdings 13
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 13
Dark Forest Capital Management Lp 13
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 13
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio 13
First Heartland Consultants, Inc. 13
Weaver C. Barksdale & Associates, Inc. 13
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 13
Alexandria Capital, LLC 13
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 13
Bruce G. Allen Investments, LLC 13
Willingdon Wealth Management 13
Banco Bilbao Vizcaya Argentaria, S.a. 13
MUFG Securities EMEA plc 13
Intech Investment Management Llc 13
Fortitude Family Office, LLC 13
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 13
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 13
Capital One, National Association 13
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 13
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 13
ICA Group Wealth Management, LLC 13
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 13
BlueCrest Capital Management LLP 13
Blackstone / Gso Senior Floating Rate Term Fund 13
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 13
Donoghue Forlines LLC 13
Rs Investment Management Co Llc 13
Westwood Holdings Group Inc 13
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 13
Barings Global Short Duration High Yield Fund 13
Nuveen Real Asset Income & Growth Fund 13
Texas Permanent School Fund 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
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 13
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 13
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 13
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 13
Guggenheim Active Allocation Fund 13
Bbva Usa 13
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 13
Mycio Wealth Partners, Llc 13
RR Advisors, LLC 13
Dorsey Wright & Associates 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 13
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 13
SJS Investment Consulting Inc. 13
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 13
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 13
Aberdeen Asia-pacific Income Fund Inc 13
Eagle Bay Advisors LLC 13
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 13
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 13
HighVista Strategies LLC 13
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 13
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 13
Prudential Plc 13
Atwood & Palmer Inc 13
Washington Trust Advisors, Inc. 13
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 13
WealthTrust Axiom LLC 13
Putnam Premier Income Trust 13
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 13
Calamos Advisors LLC 13
Delaware Vip Trust - Delaware Vip Value Series Standard Class 13
Thurston, Springer, Miller, Herd & Titak, Inc. 13
Obermeyer Wood Investment Counsel, Lllp 13
Haber Trilix Advisors, Lp 13
Korea Investment CORP 13
Capital Bank & Trust Co 13
Allegis Investment Advisors, LLC 13
Zeke Capital Advisors, Llc 13
Palladium Partners Llc 13
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 13
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 13
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF 13
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 13
Capula Management Ltd 13
Searle & Co. 13
CapWealth Advisors, LLC 13
Pinnacle Associates Ltd 13
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 13
Nikko Asset Management Americas, Inc. 13
Pictet Asset Management Ltd 13
EP Wealth Advisors, Inc. 13
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 13
Ativo Capital Management LLC 13
YorkBridge Wealth Partners, LLC 13
Counterpoint Mutual Funds LLC 13
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 13
Itau Unibanco Holding S.A. 13
Lake Point Wealth Management 13
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF 13
Atomi Financial Group, Inc. 13
Artemis Investment Management LLP 13
Aviance Capital Partners, LLC 13
Nuveen, LLC 13
Koch Industries Inc 13
Hirtle Callaghan & Co LLC 13
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 13
State of Alaska, Department of Revenue 13
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 13
SpiderRock Advisors, LLC 13
Merewether Investment Management, LP 13
Alera Investment Advisors, LLC 13
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 13
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 13
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 13
Avantax Advisory Services, Inc. 13
Pinnacle Bancorp, Inc. 13
Zions Bancorporation, N.A. 13
Fred Alger Management, Llc 13
Diversified Trust Co 13
Lombard Odier Asset Management (Switzerland) SA 13
Robeco Institutional Asset Management B.V. 13
TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A 13
Voleon Capital Management Lp 13
Overbrook Management Corp 13
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 13
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 13
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 13
THIMX - THORNBURG INVESTMENT TRUST - Thornburg Intermediate Municipal Fund - Class A 13
Bb&t Investment Services, Inc. 13
Private Wealth Asset Management, LLC 13
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 13
Detwiler Fenton Investment Management LLC 13
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 13
BI Asset Management Fondsmaeglerselskab A/S 13
Bailard, Inc. 13
Mutual Of America Capital Management Llc 13
Norden Group Llc 13
Jaffetilchin Investment Partners, LLC 13
Syon Capital Llc 13
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 13
Advisor Partners Ii, Llc 13
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 13
Kayne Anderson Rudnick Investment Management Llc 13
Miller Howard Investments Inc /ny 13
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF 13
Irish Life Investment Managers Ltd. 13
Bradley Foster & Sargent Inc/ct 13
Osborn Rohs Williams & Donohoe Ltd 13
Parametrica Management Ltd 13
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 13
Wiley Bros.-aintree Capital, Llc 13
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 13
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 13
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 13
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 13
Arrowgrass Capital Partners (us) Lp 13
Beacon Pointe Advisors, LLC 13
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 13
Williams Jones & Associates LLC 13
Deprince Race & Zollo Inc 13
MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A 13
Invictus RG 13
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 13
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 13
Adams Natural Resources Fund, Inc. 13
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 13
Capital Asset Advisory Services LLC 13
Cigna Investments Inc /new 13
Standard Life Aberdeen plc 12
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 12
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 12
Cerebellum GP, LLC 12
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 12
U.S. Capital Wealth Advisors, LLC 12
Ballew Advisors, Inc 12
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 12
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 12
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 12
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 12
TrimTabs Asset Management, LLC 12
Cantor Fitzgerald, L. P. 12
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 12
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 12
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 12
Retirement Planning Co of New England, Inc. 12
Westfield Capital Management Co Lp 12
Annis Gardner Whiting Capital Advisors, LLC 12
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 12
Nbc Securities, Inc. 12
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 12
Alambic Investment Management, L.P. 12
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 12
GRES - IndexIQ ETF Trust - IQ Global Resources ETF 12
Tri-continental Corp 12
TradeLink Global Equity LLC 12
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 12
Western Asset Emerging Markets Debt Fund Inc. 12
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 12
Nelson Capital Management, LLC 12
Retirement Group, LLC 12
Aspire Private Capital, LLC 12
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 12
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 12
Arlington Trust Co LLC 12
Axiom Investment Management LLC 12
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 12
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 12
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 12
Eaton Vance Senior Income Trust 12
Dixon Hughes Goodman Wealth Advisors LLC 12
Usaa Etf Trust 12
BOK Financial Private Wealth, Inc. 12
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 12
Bogle Investment Management L P /de/ 12
Nuveen Diversified Dividend & Income Fund 12
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 12
Freestone Grove Partners LP 12
Maryland State Retirement & Pension System 12
Global Financial Private Client, LLC 12
Oliver Lagore Vanvalin Investment Group 12
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 12
Dunhill Financial, LLC 12
AT Bancorp 12
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 12
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 12
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 12
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 12
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 12
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 12
Nwam Llc 12
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 12
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 12
Prudential Global Short Duration High Yield Fund, Inc. 12
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 12
First City Capital Management, Inc. 12
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 12
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 12
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 12
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 12
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 12
Monetary Management Group Inc 12
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 12
Estabrook Capital Management 12
Cambridge Trust Co 12
Global Wealth Management Investment Advisory, Inc. 12
Linscomb & Williams, Inc. 12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 12
IGE - iSHARES TRUST - iShares North American Natural Resources ETF 12
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF 12
AMG National Trust Bank 12
Brown Advisory Securities, LLC 12
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 12
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 12
Concord Wealth Partners 12
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 12
Duality Advisers, Lp 12
Entropy Technologies, LP 12
Aptus Capital Advisors, LLC 12
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 12
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 12
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 12
True Link Financial Advisors, LLC 12
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 12
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 12
Manager Directed Portfolios - Pemberwick Fund Shares 12
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 12
Interchange Capital Partners, LLC 12
Cary Street Partner Investment Advisory Llc 12
Enlightenment Research, LLC 12
Wedge Capital Management L L P/nc 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 12
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 12
Evolution Wealth Advisors, LLC 12
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 12
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 12
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 12
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 12
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 12
Syverson Strege & Co 12
Caitlin John, LLC 12
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 12
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 12
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 12
Redhawk Wealth Advisors, Inc. 12
Vectors Research Management, LLC 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 12
WR Wealth Planners, LLC 12
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 12
Lingohr & Partner Asset Management GmbH 12
Shay Capital LLC 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 12
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 12
Longfellow Investment Management Co Llc 12
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 12
Roosevelt Investment Group Llc 12
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 12
Green Square Capital Advisors Llc 12
Ionic Capital Management LLC 12
Vise Technologies, Inc. 12
Personal Cfo Solutions, Llc 12
Fruth Investment Management 12
Sageworth Trust Co 12
Pacific Capital Wealth Advisors, Inc 12
Advisory Research Inc 12
Glenmede Investment Management, LP 12
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 12
Kapitalo Investimentos Ltda 12
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 12
Ethic Inc. 12
Column Capital Advisors, LLC 12
Kiwi Wealth Investments Limited Partnership 12
Gables Capital Management Inc. 12
Perritt Capital Management Inc 12
Altshuler Shaham Ltd 12
Castleview Partners, Llc 12
R Squared Ltd 12
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 12
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 12
Spectrum Management Group, LLC 12
Sanctuary Advisors, LLC 12
Nvwm, Llc 12
Wbi Investments, Inc. 12
AllSquare Wealth Management LLC 12
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 12
Barnett & Company, Inc. 12
Banque Cantonale Vaudoise 12
Paulson Wealth Management Inc. 12
Intrust Bank Na 12
Griffin Asset Management, Inc. 12
Quotient Investors, LLC 12
Certified Advisory Corp 12
LGT Financial Advisors LLC 12
Principal Diversified Select Real Asset Fund 12
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 12
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 12
Cornercap Investment Counsel Inc 12
Integrated Advisors Network LLC 12
Diametric Capital, LP 12
Forum Financial Management, LP 12
Bellwether Advisors, LLC 12
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 12
Venture Visionary Partners LLC 12
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 12
Lake Street Advisors Group, Llc 12
Beaird Harris Wealth Management, LLC 12
West Tower Group, LLC 12
Verdence Capital Advisors LLC 12
Forward Management, LLC 12
Comerica Securities Inc 12
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 12
FLDFX - Meeder Funds - BALANCED FUND Retail Class 12
RPG Investment Advisory, LLC 12
EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A 12
Ashburton (Jersey) Ltd 12
Truewealth Llc 12
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 12
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 12
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 12
Perella Weinberg Partners Capital Management LP 12
Mizuho Securities Usa Llc 12
PIMAX - Pioneer Series Trust V - Pioneer High Income Municipal Fund : Class A 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 12
Redwood Investment Management, Llc 12
Wolff Wiese Magana Llc 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 12
Covalis Capital Llp 12
Ziegler Capital Management, LLC 12
Register Financial Advisors LLC 12
Crewe Advisors LLC 12
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 12
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 12
Whitnell & Co. 12
First Midwest Bank Trust Division 12
Matarin Capital Management, LLC 12
Advisory Alpha, LLC 12
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 12
VSR Financial Services, Inc. 12
PWZ - Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF 12
Aster Capital Management (DIFC) Ltd 12
Ingalls & Snyder Llc 12
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 12
Hilltop Holdings Inc. 12
RBF Capital, LLC 12
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 12
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 12
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 12
Private Capital Advisors, Inc. 12
Cidel Asset Management Inc 12
Putnam Fl Investment Management Co 12
Levin Capital Strategies, L.p. 12
Catalyst Funds Management Pty Ltd 12
Kestra Investment Management, LLC 12
Dreyfus High Yield Strategies Fund 12
Roxbury Financial LLC 12
Continuum Advisory, LLC 12
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 12
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 12
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 12
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 12
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 12
Integrated Investment Consultants, LLC 12
Adams Diversified Equity Fund, Inc. 12
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 12
Fort Washington Investment Advisors Inc /oh/ 12
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 12
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 12
Callan Family Office, LLC 12
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 12
Bare Financial Services, Inc 12
Hara Capital LLC 12
Sargent Bickham Lagudis LLC 12
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 12
Stone Ridge Asset Management LLC 12
Grisanti Capital Management LLC 12
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 12
Barometer Capital Management Inc. 12
Country Trust Bank 12
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional 12
Bank Of Nova Scotia Trust Co 12
Signet Financial Management, Llc 12
Frontier Investment Mgmt Co 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
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 12
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 12
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 12
Exencial Wealth Advisors, Llc 12
Aventura Private Wealth, LLC 12
Louisiana State Employees Retirement System 12
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 12
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 12
Retirement Systems of Alabama 12
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF 12
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I 12
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 12
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF 12
Qci Asset Management Inc/ny 12
GSAAX - GOLDMAN SACHS TRUST - Goldman Sachs Municipal Income Completion Fund Separate Account Institutional Shares 12
Associated Banc-corp 12
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 12
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 12
Lincoln National Corp 12
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 12
Dubuque Bank & Trust Co 12
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 12
Credit Capital Investments LLC 12
Clough Global Opportunities Fund 12
Joel Isaacson & Co., LLC 12
Camarda Financial Advisors, LLC 12
Quent Capital, LLC 12
USA Financial Portformulas Corp 12
Payden & Rygel 12
Total Clarity Wealth Management, Inc. 12
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 12
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 12
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 12
Fayez Sarofim & Co 12
Lebenthal Asset Management, LLC 12
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 12
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 12
Axq Capital, Lp 12
Sit Investment Associates Inc 12
CWA Asset Management Group, LLC 12
Benjamin Edwards Inc 12
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 12
Coastline Trust Co 12
WealthStone, Inc. 12
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 12
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 12
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 12
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 12
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 12
City National Bank 12
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 12
BerganKDV Wealth Management, LLC 12
Duff & Phelps Investment Management Co 12
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 12
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 12
Pittenger & Anderson Inc 12
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 12
Kms Financial Services, Inc 12
Alpha Cubed Investments, LLC 12
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 12
New England Research & Management, Inc. 12
SevenBridge Financial Group, LLC 12
Securian Asset Management, Inc 12
Swiss Life Asset Management Ltd 12
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 12
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A 12
Cranbrook Wealth Management, LLC 12
Anchor Investment Management, LLC 12
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 12
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 12
Gamco Investors, Inc. Et Al 12
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 12
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 12
American National Registered Investment Advisor, Inc. 12
AAHMX - Aberdeen Funds - Aberdeen Short Duration High Yield Municipal Fund (formerly Aberdeen High Yield Managed Duration Municipal Fund) Class A 12
UMBAX - UBS FUNDS - UBS Municipal Bond Fund Class A 12
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A 12
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 12
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 12
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 12
Fdp Series, Inc. 12
Snow Capital Management Lp 12
Wright Investors Service Inc 12
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 12
Kilter Group LLC 12
Maple Securities Usa Inc 12
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 12
Rosenberg Matthew Hamilton 12
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A 12
Western Asset Intermediate Muni Fund Inc. 12
Accurate Wealth Management, LLC 12
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 12
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 12
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 12
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 12
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 12
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 12
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 12
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 12
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 12
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 12
Foster & Motley Inc 12
Precocity Capital LP 12
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 12
Dfa Investment Trust Co - The Emerging Markets Series 12
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 12
Cca Investments Trust 12
Empirical Finance, LLC 12
AQGNX - AQR Funds - AQR Global Equity Fund Class N 12
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 12
Total Investment Management Inc 12
Savior LLC 12
Nebula Research & Development LLC 12
Easterly Investment Partners Llc 12
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 12
Ascent Group, LLC 12
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 12
Meadow Creek Investment Management LLC 12
Chiron Capital Management, Llc 12
Waratah Capital Advisors Ltd. 12
Lehman Financial Resources, Inc. 12
Bridgeworth, LLC 12
Polaris Wealth Advisory Group, LLC 12
Rockefeller Financial Services Inc 12
Ridgewood Investments LLC 12
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 12
Garrett Wealth Advisory Group, LLC 12
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF 12
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 12
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 12
Founders Capital Management 12
Caldwell Trust Co 12
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 12
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 12
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 12
Lido Advisors, LLC 12
Td Private Client Wealth Llc 12
IMA Wealth, Inc. 12
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 12
Coston, McIsaac & Partners 12
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 12
Energy Opportunities Capital Management, LLC 12
Highline Wealth Partners Llc 12
Gf Fund Management Co. Ltd. 12
Bramshill Investments, LLC 12
Edge Advisors, Llc 12
Csenge Advisory Group 12
Legacy Advisors, LLC 12
Bank Of Hawaii 12
HighMark Wealth Management LLC 11
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 11
Williams Jones Wealth Management, LLC. 11
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 11
Quest Partners LLC 11
Engrave Wealth Partners LLC 11
Simmons Bank 11
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 11
Albion Financial Group /ut 11
Greenwood Capital Associates Llc 11
State Of Michigan Retirement System 11
Cavalier Investments, LLC 11
M&g Investment Management Ltd 11
Rothschild Asset Management Inc 11
Vantage Consulting Group Inc 11
Private Wealth Management Group, LLC 11
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 11
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 11
Securian Funds Trust - SFT Core Bond Fund Class 1 11
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 11
Archer Investment Corp 11
SPX Equities Gestao de Recursos Ltda 11
Annapolis Financial Services, LLC 11
Ahrens Investment Partners LLC 11
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 11
Financial Consulate, Inc 11
Alpha DNA Investment Management LLC 11
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A) 11
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 11
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 11
Scientech Research LLC 11
Kore Private Wealth LLC 11
Resources Management Corp /ct/ /adv 11
Institute for Wealth Management, LLC. 11
Mediolanum International Funds Ltd 11
Segall Bryant & Hamill, Llc 11
Roble, Belko & Company, Inc 11
Susquehanna Portfolio Strategies, LLC 11
GHP Investment Advisors, Inc. 11
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 11
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 11
Qrg Capital Management, Inc. 11
Sierra Ocean, Llc 11
Chilton Capital Management Llc 11
Level Four Advisory Services, Llc 11
Ferris Capital, Llc 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 11
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 11
Partnervest Advisory Services LLC 11
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 11
Discovery Capital Management, Llc / Ct 11
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) 11
Girard Partners Ltd. 11
Ballentine Partners, LLC 11
Nachman Norwood & Parrott, Inc 11
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 11
Paragon Capital Management Ltd 11
Ellis Investment Partners, LLC 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 11
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 11
GW&K Investment Management, LLC 11
NRGDX - INTEGRITY FUNDS - Integrity Energized Dividend Fund , Class A 11
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 11
Castle Hook Partners LP 11
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 11
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 11
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 11
Nemes Rush Group LLC 11
Putnam Master Intermediate Income Trust 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 11
Rossby Financial, LCC 11
DiNuzzo Private Wealth, Inc. 11
M&r Capital Management Inc 11
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 11
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 11
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 11
Interval Partners, LP 11
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 11
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 11
Natixis Investment Managers International 11
Thomasville National Bank 11
Crestline Management, LP 11
Jackson Hole Capital Partners, LLC 11
Homrich & Berg 11
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 11
Pineridge Advisors LLC 11
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 11
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 11
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 11
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 11
Livforsakringsbolaget Skandia, Omsesidigt 11
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 11
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 11
Scout Investments, Inc. 11
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class 11
Vollero Beach Capital Partners LLC 11
Tlp Group Llc 11
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 11
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 11
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 11
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 11
D'Orazio & Associates, Inc. 11
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 11
Quinn Opportunity Partners LLC 11
Kemnay Advisory Services Inc. 11
Shepherd Kaplan Krochuk, Llc 11
Kb Financial Partners, Llc 11
Clarkston Capital Partners, LLC 11
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 11
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 11
GHYMX - GLENMEDE FUND INC - High Yield Municipal Portfolio 11
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 11
Altus Wealth Group LLC 11
Apollon Wealth Management, LLC 11
Gladstone Institutional Advisory LLC 11
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 11
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 11
Kovitz Investment Group Partners, LLC 11
Lombard Odier Asset Management (Europe) Ltd 11
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 11
Kayne Anderson Capital Advisors Lp 11
Bourgeon Capital Management Llc 11
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 11
Allstate Corp 11
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 11
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 11
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 11
Rakuten Securities, Inc. 11
PRW Wealth Management LLC 11
Jnl Variable Fund Llc - Jnl/mellon Energy Sector Fund (a) 11
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas 11
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 11
Neo Ivy Capital Management 11
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 11
Abound Wealth Management 11
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 11
DAACX - Adviser Managed Trust - Diversified Equity Fund 11
Hodges Capital Management Inc. 11
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 11
Winton Diversified Opportunities Fund 11
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 11
Activest Wealth Management 11
Childress Capital Advisors, Llc 11
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 11
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 11
Ronald Blue & Co Llc 11
Liberty Wealth Management Llc 11
Triumph Capital Management 11
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class 11
Dynamic Advisor Solutions LLC 11
Palisade Capital Management Llc/nj 11
Trustmark National Bank Trust Department 11
New Mexico Educational Retirement Board 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 11
GHAAX - VanEck Funds - Global Hard Assets Fund Class A 11
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A 11
Jump Trading, LLC 11
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 11
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 11
Denver Investment Advisors Llc 11
Mountain Capital Investment Advisors, Inc 11
Cahill Financial Advisors Inc 11
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 11
Strategic Blueprint, LLC 11
Capital Investment Advisors, LLC 11
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 11
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 11
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 11
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 11
Clough Global Equity Fund 11
Baltimore-Washington Financial Advisors, Inc. 11
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 11
GeoWealth Management, LLC 11
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 11
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 11
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 11
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 11
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 11
Windsor Capital Management, LLC 11
Wasatch Advisors Inc 11
ProVise Management Group, LLC 11
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 11
Ameriflex Group, Inc. 11
SHP Wealth Management 11
Bowling Portfolio Management LLC 11
BFOR - ALPS ETF Trust - Barron's 400 ETF 11
W.G. Shaheen & Associates DBA Whitney & Co 11
Handelsbanken Fonder AB 11
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 11
Tiverton Asset Management Llc 11
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 11
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 11
Sprott Inc. 11
Royal London Asset Management Ltd 11
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 11
IYE - iSHARES TRUST - iShares U.S. Energy ETF 11
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 11
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 11
ICONIQ Capital, LLC 11
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 11
Cantab Capital Partners LLP 11
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 11
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 11
Triad Wealth Partners, LLC 11
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 11
Tahithromos, L.L.C. 11
Royal Fund Management, LLC 11
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 11
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 11
TradeLink Capital LLC 11
Capital Growth Management Lp 11
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 11
Baker Ellis Asset Management LLC 11
Mercer Capital Advisers, Inc. 11
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 11
CTC Alternative Strategies, Ltd. 11
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 11
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 11
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 11
Ikos Cif Ltd 11
Tsfg, Llc 11
Beck Capital Management, Llc 11
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 11
ACG Wealth 11
Cobalt Capital Management, Inc. 11
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 11
Knights of Columbus Asset Advisors LLC 11
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 11
Princeton Global Asset Management LLC 11
Jarislowsky, Fraser Ltd 11
Vestmark Advisory Solutions, Inc. 11
Mariner Wealth Advisors-NYC, LLC 11
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 11
Capital Performance Advisors Llp 11
MCF Advisors LLC 11
Twin Peaks Wealth Advisors, LLC 11
Oakbrook Investments Llc 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 11
Confluence Investment Management Llc 11
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 11
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 11
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 11
Eaton Vance Senior Floating Rate Trust 11
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 11
Capital Advisors Inc/ok 11
KCTAX - DEUTSCHE DWS STATE TAX-FREE INCOME SERIES - DWS California Tax-Free Income Fund Class A 11
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 11
Trust Investment Advisors 11
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 11
McAdams Wright Ragen, Inc. 11
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 11
Antonetti Capital Management LLC 11
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 11
Garton & Associates Financial Advisors LLC 11
Point72 (DIFC) Ltd 11
Rockbridge Investment Management, LCC 11
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 11
Gateway Investment Advisers Llc 11
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 11
New York Life Investment Management Llc 11
Achmea Investment Management B.V. 11
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 11
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 11
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 11
Altfest L J & Co Inc 11
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 11
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 11
Waddell & Reed Advisors Funds 11
Oppenheimer Quest For Value Funds 11
Global Trust Asset Management, LLC 11
Nuveen Fund Advisors, LLC 11
UniSuper Management Pty Ltd 11
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 11
John Hancock Investors Trust 11
Harbour Capital Advisors, LLC 11
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 11
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 11
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 11
Miracle Mile Advisors, LLC 11
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 11
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 11
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 11
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 11
Wood Tarver Financial Group, LLC 11
Cushing Energy Income Fund 11
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 11
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 11
Sentry Investment Management Llc 11
Comerica Securities,inc. 11
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 11
Cromwell Holdings LLC 11
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 11
Jacobi Capital Management LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 11
Inspire Advisors, LLC 11
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 11
Kovack Advisors, Inc. 11
Voya Global Equity Dividend & Premium Opportunity Fund 11
WealthCollab, LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 11
First Bank & Trust 11
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 11
Simon Quick Advisors, Llc 11
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 11
DC Investments Management, LLC 11
HBK Sorce Advisory LLC 11
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 11
Kennedy Capital Management, Inc. 11
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 11
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 11
Orrstown Financial Services Inc 11
Caas Capital Management Lp 11
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 11
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 11
Mfs High Yield Municipal Trust 11
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 11
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 11
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 11
Rsm Us Wealth Management Llc 11
Price Wealth Management, Inc. 11
Arlington Partners LLC 11
Security National Trust Co 11
MPNIX - BNY MELLON FUNDS TRUST - BNY Mellon National Intermediate Municipal Bond Fund Class M Shares 11
Eaton Vance California Municipal Income Trust 11
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 11
DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I 11
Alethea Capital Management, Llc 11
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 11
Dividend Asset Capital, Llc 11
USS Investment Management Ltd 11
Integrated Wealth Management 11
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 11
National Pension Service 11
Northpointe Capital Llc 11
Lmcg Investments, Llc 11
LKBAX - LKCM Funds - LKCM Balanced Fund 11
Symmetry Investments LP 11
Eaton Vance Floating-rate Income Trust 11
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 11
Garde Capital, Inc. 11
Colonial Trust Advisors 11
KAMES CAPITAL plc 11
Hemington Wealth Management 11
Emerald Investment Partners, Llc 11
Symmetry Partners, LLC 11
Tarbox Family Office, Inc. 11
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 11
Heck Capital Advisors, LLC 11
Whitener Capital Management, Inc. 11
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 11
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 11
Acorn Wealth Advisors, LLC 11
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 11
Virtue Capital Management, LLC 11
Palisade Asset Management, LLC 11
Sanders Morris Harris Llc 11
Keel Point, LLC 11
Armstrong Advisory Group, Inc 11
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 11
Park Square Financial Group, LLC 11
Blackstone / Gso Floating Rate Enhanced Income Fund 11
Columbia Partners L L C Investment Management 11
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF 11
Flow Traders U.s. Llc 11
Prudential Short Duration High Yield Fund, Inc. 11
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 11
Menora Mivtachim Holdings Ltd. 11
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 11
Pacifica Partners Inc. 11
Householder Group Estate & Retirement Specialist, LLC 11
Atlantic Union Bankshares Corp 11
Atticus Wealth Management, Llc 11
Stoneridge Investment Partners Llc 11
Premia Global Advisors, Llc 11
Kepos Capital LP 11
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 11
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 11
HSBC FUNDS - HSBC Strategic Income Fund Class A 11
V Wealth Advisors LLC 11
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II 11
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 11
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 11
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 11
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II 11
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 11
Impact Partnership Wealth, LLC 11
IBM Retirement Fund 11
3G Capital Partners LP 11
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 11
GoalVest Advisory LLC 11
Blackhawk Capital Partners LLC. 11
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 11
Fortis Capital Advisors, LLC 11
Sun Life Financial Inc 11
Moisand Fitzgerald Tamayo, LLC 11
Byrne Asset Management LLC 11
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 11
Mitsubishi UFJ Securities Holdings Co., Ltd. 11
Disciplined Investments, LLC 11
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 11
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 11
Van Hulzen Asset Management, LLC 11
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 11
Munder Series Trust 11
Mn Services Vermogensbeheer B.V. 11
Horan Securities, Inc. 11
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 11
Old Second National Bank Of Aurora 11
Counsel Portfolio Services Inc. 11
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 11
Andra AP-fonden 11
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 11
Syntal Capital Partners, LLC 11
Visionary Asset Management, Inc. 11
Ford Financial Group, LLC 11
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 11
Alpha Paradigm Partners, LLC 11
Opal Wealth Advisors, LLC 11
Recurrent Investment Advisors LLC 11
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 11
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 11
Blackstone Group Inc 11
Insigneo Advisory Services, Llc 11
Laffer Investments 11
Wesbanco Bank Inc 11
Corton Capital Inc. 11
Delphia (USA) Inc. 11
Evolve Private Wealth, Llc 11
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 11
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 11
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 11
Elyxium Wealth, LLC 11
Gryphon Financial Partners LLC 11
Banco Santander, S.A. 11
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 11
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 11
Bridges Investment Management Inc 11
Clarius Group, LLC 11
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 11
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 11
Baker Avenue Asset Management, LP 11
MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A 11
Intact Investment Management Inc. 11
Cnh Partners Llc 11
Rotella Capital Management, Inc. 11
WESPAC Advisors, LLC 10
Horizon Kinetics Asset Management Llc 10
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 10
Oppenheimer Global Multi Strategies Fund 10
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 10
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 10
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 10
Geneva Advisors, LLC 10
Perkins Investment Management, LLC 10
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 10
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 10
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 10
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 10
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 10
Small Cap Value Fund, Inc. 10
Monroe Bank & Trust/mi 10
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 10
Cornerstone Financial Partners, LLC 10
Mfs Municipal Income Trust 10
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 10
Avalon Trust Co 10
Thomist Capital Management, LP 10
Emory University 10
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 10
Decade Capital Management Llc 10
Bks Advisors, Llc 10
Dynamic Technology Lab Pte Ltd 10
Parsons Capital Management Inc/ri 10
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 10
MU Investments Co., Ltd. 10
Green Arrow Capital Management Llc 10
Saturna Capital CORP 10
American Capital Advisory, LLC 10
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 10
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 10
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 10
Blue Arrow Capital Management Llc 10
Bell Bank 10
Fortitude Advisory Group L.L.C. 10
TD Capital Management LLC 10
Wayfinding Financial, LLC 10
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 10
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 10
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 10
Bank Julius Baer & Co. Ltd, Zurich 10
St. Johns Investment Management Company, LLC 10
TFC Financial Management 10
Harvest Portfolios Group Inc. 10
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 10
CNB Bank 10
Indiana Trust & Investment Management CO 10
Adirondack Trust Co 10
Agf Management Ltd 10
AdvisorShares Investments LLC 10
Shine Investment Advisory Services Inc 10
Blume Capital Management, Inc. 10
PPNAX - PUTNAM TAX FREE INCOME TRUST - Putnam AMT-Free Municipal Fund Class C Shares 10
Smith Affiliated Capital Corp. 10
Cypress Asset Management Inc/tx 10
JTC Employer Solutions Trusteee Ltd 10
TCG Advisory Services, LLC 10
PIMCO Flexible Municipal Income Fund 10
SCP Investment, LP 10
Affinity Investment Advisors, Llc 10
Regent Peak Wealth Advisors LLC 10
Gilman Hill Asset Management, LLC 10
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 10
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 10
Caldwell Securities, Inc 10
Bruderman Asset Management, LLC 10
Nuveen High Income November 2021 Target Term Fund 10
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 10
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 10
Reliance Trust Co Of Delaware 10
Lloyd Advisory Services, LLC. 10
Voisard Asset Management Group, Inc. 10
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 10
Family Management Corp 10
Accel Wealth Management 10
Portside Wealth Group, LLC 10
THMBX - THRIVENT MUTUAL FUNDS - Thrivent High Income Municipal Bond Fund Class S 10
Gabelli Dividend & Income Trust 10
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 10
Psagot Investment House Ltd. 10
Bank Of The West 10
Amica Retiree Medical Trust 10
Meitav Dash Investments Ltd 10
Charter Trust Co 10
HB Wealth Management, LLC 10
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 10
Solstein Capital, LLC 10
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 10
Banque Pictet & Cie Sa 10
Capital Management Associates /ny/ 10
Voya Financial Advisors, Inc. 10
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 10
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 10
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 10
Amerivest Investment Management LLC 10
PFS Partners, LLC 10
BRC Investment Management LLC 10
Roberts Glore & Co Inc /il/ 10
Sachetta, LLC 10
Impala Asset Management LLC 10
Webster Bank, N. A. 10
Mitchell Mcleod Pugh & Williams Inc 10
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 10
Bienville Capital Management, LLC 10
Glg Inc. 10
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 10
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 10
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 10
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 10
Steigerwald, Gordon & Koch Inc. 10
LRI Investments, LLC 10
EPG Wealth Management LLC 10
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 10
Richardson Financial Services Inc. 10
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock Short-Term Municipal Fund Investor A1 10
Invesco Municipal Opportunity Trust 10
Anson Funds Management LP 10
Trust Co Of Toledo Na /oh/ 10
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 10
Kingswood Wealth Advisors, Llc 10
Taylor Hoffman Wealth Management 10
Atlantic Edge Private Wealth Management, LLC 10
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 10
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 10
CoreFirst Bank & Trust 10
Keeley-Teton Advisors, LLC 10
Moloney Securities Asset Management, LLC 10
Mint Tower Capital Management B.V. 10
Trust & Fiduciary Management Services Inc 10
First Trust High Income Long/short Fund 10
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 10
Cedar Wealth Management, LLC 10
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 10
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 10
Fiduciary Trust Co 10
Howard Hughes Medical Institute 10
Point72 Middle East FZE 10
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 10
AXS Investments LLC 10
Mascagni Wealth Management, Inc. 10
Bleakley Financial Group, LLC 10
Kavar Capital Partners, LLC 10
Great Valley Advisor Group, Inc. 10
NuWave Investment Management, LLC 10
Verity Asset Management, Inc. 10
Rise Advisors, LLC 10
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 10
McMillan Office, Inc. 10
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 10
BKM Wealth Management, LLC 10
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 10
Phoenix Holdings Ltd. 10
Daiwa Capital Markets America Inc. 10
Cornerstone Investment Partners, LLC 10
Kingsview Wealth Management, LLC 10
CHICAGO TRUST Co NA 10
Montag A & Associates Inc 10
Laird Norton Trust Company, Llc 10
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 10
Wakefield Asset Management LLLP 10
Brasada Capital Management, Lp 10
WESPAC Advisors SoCal, LLC 10
Alpine Woods Capital Investors, Llc 10
eCIO, Inc. 10
Welch & Forbes Llc 10
Bray Capital Advisors 10
VisionPoint Advisory Group, LLC 10
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 10
Jnl Series Trust - Jnl/crescent High Income Fund (a) 10
Brown, Lisle/cummings, Inc. 10
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 10
Global Macro Portfolio - Global Macro Portfolio 10
IEYAX - IVY FUNDS - Ivy Energy Fund Class A 10
Illinois Municipal Retirement Fund 10
Cambiar Investors Llc 10
Tortoise Investment Management, LLC 10
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 10
Ogorek Anthony Joseph /ny/ /adv 10
Dana Investment Advisors, Inc. 10
Conning Inc. 10
Cramer Rosenthal Mcglynn Llc 10
Paces Ferry Wealth Advisors, Llc 10
Sterne Agee Group, Inc. 10
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 10
Duncker Streett & Co Inc 10
Fractal Investments LLC 10
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 10
Delphi Private Advisors LLC 10
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 10
PCTIX - PIMCO FUNDS - PIMCO California Municipal Bond Fund Institutional Class 10
Cherry Tree Wealth Management, LLC 10
Parisi Gray Wealth Management 10
CHURCHILL MANAGEMENT Corp 10
Bremer Bank National Association 10
Valued Wealth Advisors LLC 10
West Branch Capital LLC 10
FSA Wealth Management LLC 10
SYSTM Wealth Solutions LLC 10
SignalPoint Asset Management, LLC 10
Hilltop National Bank 10
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 10
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF 10
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 10
Fortress Investment Group LLC 10
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 10
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 10
Frank, Rimerman Advisors LLC 10
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 10
Central Bank & Trust Co 10
Coppell Advisory Solutions Corp. 10
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 10
Ascend Capital, Llc 10
Tyler-Stone Wealth Management 10
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 10
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 10
Wintrust Investments Llc 10
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10
Rathbone Brothers plc 10
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 10
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 10
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 10
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 10
SWS Partners 10
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 10
Copeland Capital Management, LLC 10
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 10
Livingston Group Asset Management CO (operating as Southport Capital Management) 10
One Capital Management, LLC 10
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A 10
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 10
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 10
Amica Mutual Insurance Co 10
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 10
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 10
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 10
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 10
Northern Capital Management Llc 10
Intrinsic Edge Capital Management LLC 10
Fort, L.p. 10
Beacon Capital Management, LLC 10
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A 10
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 10
Stonehage Fleming (uk) Ltd 10
Claybrook Capital, LLC 10
Tortoise Energy Independence Fund, Inc. 10
Personal Wealth Partners 10
FLMI - Franklin Templeton ETF Trust - Franklin Liberty Intermediate Municipal Opportunities ETF 10
Gluskin Sheff & Assoc Inc 10
Qsemble Capital Management, LP 10
Planning Capital Management Corp 10
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 10
Summit Financial, LLC 10
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 10
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 10
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 10
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 10
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 10
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 10
Kiker Wealth Management, LLC 10
Corbenic Partners LLC 10
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 10
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 10
Norinchukin Bank, The 10
Laurel Wealth Advisors LLC 10
Concentric Capital Strategies, LP 10
Corebridge Financial, Inc. 10
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 10
Delta Lloyd Nv 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 10
West Oak Capital, LLC 10
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 10
Tdam Usa Inc. 10
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 10
Eudaimonia Partners, LLC 10
Brighton Jones Llc 10
SummitTX Capital, L.P. 10
Envestnet Portfolio Solutions, Inc. 10
Minichmacgregor Wealth Management, Llc 10
Tiedemann Advisors, Llc 10
Global Wealth Strategies & Associates 10
Alphacrest Capital Management Llc 10
Amalgamated Financial Corp. 10
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 10
Well Done, LLC 10
J.P. Turner & Co Capital Mnagement, LLC 10
Aprio Wealth Management, LLC 10
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class 10
Edmond De Rothschild (suisse) S.a. 10
ABIMX - AB CORPORATE SHARES - AB Impact Municipal Income Shares 10
Fortis Advisors, LLC 10
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 10
Riverview Trust Co 10
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 10
TCTC Holdings, LLC 10
Wrapmanager Inc 10
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 10
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 10
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 10
Quilter Plc 10
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 10
Raleigh Capital Management Inc. 10
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 10
Operose Advisors LLC 10
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 10
Mraz, Amerine & Associates, Inc. 10
Richard Bernstein Advisors LLC 10
Wealthfront Advisers Llc 10
Lucas Capital Management 10
SOA Wealth Advisors, LLC. 10
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 10
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 10
Orinda Asset Management LLC 10
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 10
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 10
CT Financial Advisors LLC 10
RMB Capital Management, LLC 10
WPG Advisers, LLC 10
Delaware Investments National Municipal Income Fund 10
Origin Asset Management LLP 10
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 10
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 10
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 10
Credential Qtrade Securities Inc. 10
DnB Asset Management AS 10
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 10
Atlantic Trust, LLC 10
Hanson & Doremus Investment Management 10
Courier Capital Llc 10
Cassady Schiller Wealth Management, LLC 10
Investors Capital Advisory Services 10
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 10
IFM Investors Pty Ltd 10
Athanor Capital, Lp 10
Cornerstone Financial Management LLC 10
GFS Advisors, LLC 10
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 10
Trust Co 10
Marex Group plc 10
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 10
Fidelis Capital Partners, LLC 10
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 10
Lourd Capital, LLC 10
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 10
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 10
Pointe Capital Management LLC 10
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 10
MML Series Investment Fund II - MML Equity Fund Initial Class 10
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 10
HighTower Trust Services, LTA 10
Deroy & Devereaux Private Investment Counsel Inc 10
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 10
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 10
Worth Asset Management, LLC 10
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 10
Wellington Shields & Co., LLC 10
Wellington Shields Capital Management, LLC 10
Stonehage Fleming Financial Services Holdings Ltd 10
Whipplewood Advisors, LLC 10
IPG Investment Advisors LLC 10
First Command Bank 10
Unison Advisors LLC 10
Sawgrass Asset Management Llc 10
First Command Financial Services, Inc. 10
Santori & Peters, Inc. 10
Herold Advisors, Inc. 10
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 10
River Road Asset Management, LLC 10
Oppenheimer International Bond Fund 10
Bristlecone Advisors, LLC 10
Clear Investment Research, Llc 10
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 10
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 10
Citizens Business Bank 10
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 10
Foundation Resource Management Inc 10
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 10
Perkins Coie Trust Co 10
Chesapeake Asset Management Llc 10
Wealthbridge Capital Management, Llc 10
GSB Wealth Management, LLC 10
XR Securities LLC 10
IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF 10
Scarborough Advisors, LLC 10
APBAX - Cavanal Hill Funds - Active Core Fund Investor 10
Synergy Financial Management, LLC 10
Pure Financial Advisors, Inc. 10
Schechter Investment Advisors, LLC 10
Financial Enhancement Group LLC 10
Gladius Capital Management LP 10
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 10
Sutton Wealth Advisors Inc. 10
True North Advisors, LLC 10
Sapient Capital Llc 10
Barrett Asset Management, LLC 10
Ten Capital Wealth Advisors, LLC 10
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 10
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 10
Blackthorn Investment Group Llc 10
Frazier Financial Advisors, LLC 10
Crescent Capital Consulting, LLC 10
Sherbrooke Park Advisers Llc 10
Universal- Beteiligungs- und Servicegesellschaft mbH 10
Bp Plc 10
Sii Investments Inc/wi 10
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 10
Euclid Advisors LLC 10
Mfs High Income Municipal Trust 10
Zions Bancorporation, National Association /ut/ 10
SBDAX - SEI TAX EXEMPT TRUST - STET CALIFORNIA MUNICIPAL BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 10
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 10
Salomon & Ludwin, LLC 10
Oxbow Advisors, LLC 10
Smith Group Asset Management, LLC 10
Miller/howard High Income Equity Fund 10
Standard Life Investments LTD 10
Teamwork Financial Advisors, LLC 10
Farmers & Merchants Trust Co of Chambersburg PA 10
Cary Street Partners Financial Llc 10
Bmc Fund Inc 10
Wahed Invest LLC 10
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 10
Park National Corp /oh/ 10
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 10
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 10
Readystate Asset Management Lp 10
Taconic Capital Advisors LP 10
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 10
Western Asset/claymore Inflation-linked Opportunities & Income Fund 10
NHYMX - Northern Funds - Northern High Yield Municipal Fund 10
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 10
Trellus Management Company, LLC 10
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 10
Gerstein Fisher 10
Holistic Financial Partners 10
Redwood Wealth Management Group, LLC 10
Country Club Trust Company, n.a. 10
tru Independence LLC 10
Icon Wealth Advisors, LLC 10
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 10
Jupiter Asset Management Ltd 10
PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF 10
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 10
Kalos Management, Inc. 10
Treasurer of the State of North Carolina 10
LBA Wealth Management, LLC 10
J. W. Coons Advisors, LLC 10
Leap Investments Lp 10
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 10
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 10
Aberdeen Asset Management Plc/uk 10
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 10
BTC Capital Management, Inc. 10
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 10
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 10
ARS Investment Partners, LLC 10
Congress Wealth Management LLC / DE / 10
ORNCX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester High Yield Municipal Fund Class C 10
Glg Llc 10
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 10
Harbor Capital Advisors, Inc. 10
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 10
PRTAX - T. Rowe Price Tax-Free Income Fund, Inc. - T. Rowe Price Tax-Free Income Fund, Inc. 10
RBB FUND, INC. - Aquarius International Fund 10
NewEdge Wealth, LLC 10
Cypress Capital Group 10
Sumitomo Mitsui DS Asset Management Company, Ltd 10
DBLLX - DoubleLine Funds Trust - DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I 10
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 10
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 10
Omnia Family Wealth, LLC 10
CenterBook Partners LP 10
Arkfeld Wealth Strategies, L.L.C. 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 10
Cleararc Capital Inc 10
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 10
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 10
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 10
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 10
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 10
Strategic Financial Concepts, LLC 10
Hussman Strategic Advisors, Inc. 10
1st Global Advisors, Inc. 10
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 10
Ashton Thomas Securities, Llc 10
McAdam, LLC 10
Aaron Wealth Advisors LLC 10
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 10
Pinnacle Financial Partners Inc 10
Stevens First Principles Investment Advisors 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 10
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 10
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 10
SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A 10
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 10
1st Source Bank 10
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 10
Doyle Wealth Management 10
American Independence Funds Trust 10
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 10
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 10
Woodley Farra Manion Portfolio Management Inc 10
Genesee Valley Trust Co 10
First Capital Advisors Group, LLC. 10
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 10
Echo Street Capital Management LLC 10
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 10
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 10
PFG Investments, LLC 10
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 10
Equitec Proprietary Markets, Llc 10
Advisors Capital Management, LLC 10
QUANTRES ASSET MANAGEMENT Ltd 10
Polianta Ltd 10
Northern Oak Wealth Management Inc 10
Blackrock 2022 Global Income Opportunity Trust 10
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 10
SHYD - VanEck Vectors ETF Trust - VanEck Vectors Short High-Yield Municipal Index ETF 10
Li Winifred I 10
Mason Street Advisors, Llc 10
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 10
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 10
Arden Trust Co 10
Islay Capital Management, Llc 10
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 10
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 10
Rossmore Private Capital 10
Xponance, Inc. 10
Kathmere Capital Management, LLC 10
Sugarloaf Wealth Management, LLC 10
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 10
IMS Capital Management 10
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A 10
Burleson & Company, LLC 10
BP Capital Fund Advisors, LLC 10
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 10
Nuveen California Municipal Value Fund Inc 10
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 10
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 9
B. Metzler seel. Sohn & Co. Holding AG 9
Mitchell Group Inc 9
Pennsylvania Trust Co 9
Concurrent Investment Advisors, LLC 9
Ruffer LLP 9
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 9
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 9
Lloyds Banking Group plc 9
CCMG - EA Series Trust - CCM Global Equity ETF 9
Vanguard Windsor Funds 9
Grace Capital 9
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 9
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 9
Allegheny Financial Group LTD 9
Emerald Advisers, Llc 9
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 9
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 9
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 9
Brave Asset Management Inc 9
PGGM Investments 9
IAG Wealth Partners, LLC 9
New Wave Wealth Advisors Llc 9
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 9
RGLIX - ALLIANZ FUNDS - AllianzGI Global Natural Resources Fund Institutional 9
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 9
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 9
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 9
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 9
Twin Capital Management Inc 9
Point View Wealth Management, Inc. 9
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 9
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 9
Mach-1 Financial Group, Inc. 9
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 9
qPULA Trading Management LP 9
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 9
Wilmington Trust Co 9
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 9
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 9
Gen-Wealth Partners Inc 9
Kowal Investment Group, LLC 9
Safeguard Investment Advisory Group, LLC 9
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 9
Gw Henssler & Associates Ltd 9
Freedman Financial Associates, Inc. 9
William Blair Investment Management, Llc 9
Hartford Financial Management Inc. 9
Vontobel Holding Ltd. 9
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 9
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 9
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 9
Kessler Investment Group, LLC 9
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 9
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 9
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 9
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 9
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 9
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 9
Premier Asset Management Llc 9
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 9
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 9
GMTEX - GPS Funds I - GuideMark(R) Tax-Exempt Fixed Income Fund Service Shares 9
Standard Family Office LLC 9
Balasa Dinverno & Foltz Llc 9
Investment Management Corp of Ontario 9
Piershale Financial Group, Inc. 9
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 9
FourThought Financial Partners, LLC 9
HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A 9
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 9
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 9
InterOcean Capital Group, LLC 9
DHJJ Financial Advisors, Ltd. 9
Transcend Wealth Collective, Llc 9
Great Lakes Retirement, Inc. 9
Argent Advisors, Inc. 9
Goelzer Investment Management, Inc. 9
Haafor (Singapore) Pte. Ltd. 9
Moran Wealth Management, LLC 9
Deseret Mutual Benefit Administrators 9
Pinnacle Financial Partners, Inc. 9
Fairfield, Bush & Co. 9
Investors Asset Management Of Georgia Inc /ga/ /adv 9
Visionary Wealth Advisors 9
Icc Capital Management Inc/ 9
N.E.W. Advisory Services LLC 9
Meiji Yasuda Asset Management Co Ltd. 9
Garda Capital Partners Lp 9
Gyon Technologies Capital Management, LP 9
Weatherstone Capital Management 9
Signature Equity Partners, LLC 9
Acuity Investment Management Inc 9
Crestwood Advisors Group LLC 9
Park Place Capital Corp 9
Cadence Bank Na 9
Chemical Bank 9
Everence Capital Management Inc 9
Inceptionr Llc 9
Tuttle Tactical Management LLC 9
Wealth Alliance 9
Anfield Capital Management, LLC 9
HWG Holdings LP 9
Telemetry Investments, L.L.C. 9
ESL Trust Services, LLC 9
Financial Advantage, Inc. 9
GFG Capital, LLC 9
Fjarde Ap-fonden /fourth Swedish National Pension Fund 9
Valentine Capital Asset Management, Inc. 9
Personal Capital Advisors Corp 9
Heritage Wealth Advisors 9
Tokio Marine Asset Management Co Ltd 9
Thomas J. Herzfeld Advisors, Inc. 9
Connable Office Inc 9
Great Diamond Partners, LLC 9
Cherokee Insurance Co 9
Midwest Trust Co 9
Elevated Capital Advisors, LLC 9
Leelyn Smith, LLC 9
Kula Investments, LLC 9
Cfm Wealth Partners Llc 9
Boston Trust Walden Corp 9
Growth Fund Of America 9
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 9
Vicus Capital 9
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 9
Lakeview Capital Partners, LLC 9
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9
Alpha Omega Wealth Management LLC 9
Raab & Moskowitz Asset Management LLC 9
DRLL - EA Series Trust - Strive U.S. Energy ETF 9
Credential Securities Inc. 9
IORAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6 9
J.Safra Asset Management Corp 9
Madden Advisory Services, Inc. 9
Mill Creek Capital Advisors, LLC 9
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 9
Fma Advisory Inc 9
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 9
PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 9
Klingenstein Fields & Co Lp 9
NorthRock Partners, LLC 9
Stancorp Investment Advisers Inc 9
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 9
Kwmg, Llc 9
Greenwich Investment Management, Inc. 9
Bahl & Gaynor Inc 9
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 9
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 9
Telemus Capital, Llc 9
Bangor Savings Bank 9
Journey Strategic Wealth Llc 9
America First Investment Advisors, LLC 9
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 9
McGowan Group Asset Management, Inc. 9
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 9
RPg Family Wealth Advisory, LLC 9
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 9
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 9
Compass Wealth Management LLC 9
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 9
Field & Main Bank 9
Pinkerton Retirement Specialists, LLC 9
ACK Asset Management LLC 9
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF 9
Drive Wealth Management, Llc 9
Wealthsource Partners, Llc 9
Belmont Global Advisors, Inc. 9
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 9
Colonial Trust Co / SC 9
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 9
Wade G W & Inc 9
Caxton Associates Llp 9
HFM Investment Advisors, LLC 9
TAMBX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Tax-Free Bond Fund Class A 9
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 9
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 9
Cullinan Associates Inc 9
Banced Corp 9
361 Capital Llc 9
Wealth Watch Advisors, INC 9
New Millennium Group LLC 9
AlphaCentric Advisors LLC 9
Nova Wealth Management, Inc. 9
Legacy Private Trust Co. 9
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 9
Sagefield Capital LP 9
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 9
Wealth Preservation Advisors, LLC 9
Westchester Capital Management, LLC 9
Binnacle Investments Inc 9
Glass Jacobson Investment Advisors llc 9
SCACX - LEGG MASON PARTNERS INCOME TRUST - Western Asset California Municipals Fund Class C 9
Rampart Investment Management Company, LLC 9
Dakota Wealth Management 9
Dai-ichi Life Holdings, Inc. 9
VCGAX - VALIC Co I - Growth & Income Fund 9
Mizuho Asset Management Co.,Ltd. 9
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 9
Blue Rock Advisors, LLC 9
Cannell Peter B & Co Inc 9
Simplicity Wealth,LLC 9
Klingman & Associates, LLC 9
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 9
EBI - RBB Fund Trust - Longview Advantage ETF 9
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 9
B. Metzler seel. Sohn & Co. AG 9
AXA Investment Managers S.A. 9
Spears Abacus Advisors LLC 9
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 9
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 9
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF 9
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 9
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 9
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 9
Prentiss Smith & Co Inc 9
Pacific Global Investment Management Co 9
ITCAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate Maturity California Municipals Fund Class A 9
Quantum Capital Management 9
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 9
Metis Global Partners, LLC 9
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 9
TBP Investments Management, LLC 9
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 9
Stonegate Investment Group, LLC 9
Jasinkiewicz Capital Management, Lp 9
RVRB - ADVISORS SERIES TRUST - Reverb ETF 9
Daiwa SB Investments Ltd. 9
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 9
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 9
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 9
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 9
National Penn Investors Trust Co /pa 9
Community Bank System, Inc. 9
Dowling & Yahnke Llc 9
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 9
Forty4 Asset Management LLC 9
Munder Capital Management 9
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class 9
FSNGX - FIDELITY SELECT PORTFOLIOS - Natural Gas Portfolio 9
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 9
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 9
Harwood Advisory Group, LLC 9
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 9
Yellowstone Partners, LLC 9
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 9
Ibex Wealth Advisors 9
AlphaCore Capital LLC 9
Phocas Financial Corp. 9
Xact Kapitalforvaltning AB 9
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 9
AustralianSuper Pty Ltd 9
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 9
Beech Hill Advisors, Inc. 9
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
Private Advisory Group LLC 9
Grey Street Capital, LLC 9
Glenview Trust Co 9
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 9
Financial Advisors Network, Inc. 9
Cpwm, Llc 9
Flinton Capital Management LLC 9
Good Life Advisors, LLC 9
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 9
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 9
Capital Income Builder 9
JCIC Asset Management Inc. 9
PFG Private Wealth Management, LLC 9
Cutter & CO Brokerage, Inc. 9
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 9
REAP Financial Group, LLC 9
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 9
Dai-Ichi Life Insurance Company, Ltd 9
Simply Money Advisors 9
Buckingham Strategic Partners 9
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 9
Lee Danner & Bass Inc 9
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 9
Neuburgh Advisers LLC 9
R&F Capital Advisors LP 9
SWAN Capital LLC 9
Choate Investment Advisors 9
Infrastructure Capital Advisors, Llc 9
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 9
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 9
West Family Investments, Inc. 9
Wsfs Capital Management, Llc 9
Becker Capital Management Inc 9
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 9
Global Financial Private Capital, LLC 9
Sterling Investment Advisors, Ltd. 9
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 9
Vermillion Wealth Management, Inc. 9
Bfsg, Llc 9
Dorsey & Whitney Trust CO LLC 9
Crescent Grove Advisors, LLC 9
Intercontinental Wealth Advisors, LLC 9
Tiaa, Fsb 9
Aris Wealth Services, Inc. 9
Mesirow Financial Investment Management, Inc. 9
Midas Management Corp 9
American Financial Network Advisory Services Llc 9
Fourth Dimension Wealth, LLC 9
Sawyer & Company, Inc 9
Invesco Quality Municipal Income Trust 9
Invesco Trust For Investment Grade Municipals 9
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 9
Psagot Value Holdings Ltd. / (Israel) 9
SRB Corp 9
Invesco High Income Trust Ii 9
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 9
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 9
WealthPlan Investment Management, LLC 9
Torren Management, LLC 9
Gallacher Capital Management LLC 9
Oppenheimer Capital Income Fund 9
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 9
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 9
EA Series Trust 9
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 9
Ares Financial Consulting, LLC 9
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C 9
Franklin Universal Trust 9
Waldron Private Wealth LLC 9
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 9
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 9
Camelot Portfolios, LLC 9
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 9
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 9
Buckingham Strategic Wealth, Llc 9
10Elms LLP 9
Missouri Trust & Investment Co 9
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 9
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 9
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 9
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 9
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 9
Meiji Yasuda Life Insurance Co 9
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 9
Evanston Investments, Inc., dba Evanston Advisors 9
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 9
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 9
Palladiem, Llc 9
Desjardins Global Asset Management Inc. 9
BancorpSouth Inc 9
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 9
First Foundation Advisors 9
Amplius Wealth Advisors, LLC 9
Schafer Cullen Capital Management Inc 9
Palmer Square Opportunistic Income Fund 9
NMTRX - Nuveen Managed Accounts Portfolios Trust - Municipal Total Return Managed Accounts Portfolio Common Shares 9
Heartland Advisors Inc 9
Solaris Asset Management Llc 9
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
Guardian Life Insurance Co Of America 9
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 9
Integrated Wealth Counsel, Llc 9
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 9
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 9
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 9
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 9
Calamos Wealth Management LLC 9
Marquette Asset Management, LLC 9
Sig Brokerage, Lp 9
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 9
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 9
Greater India Portfolio - Greater India Portfolio 9
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 9
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 9
Northwest Investment Counselors, Llc 9
Westend Capital Management LLC 9
Argentus Capital Management, LLC 9
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund 9
Wedmont Private Capital 9
Old Point Trust & Financial Services N A 9
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 9
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 9
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 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
Nuveen Core Equity Alpha Fund 9
Nuveen S&p 500 Dynamic Overwrite Fund 9
SRTTX - SMA RELATIONSHIP TRUST - Series T 9
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 9
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 9
Scopus Asset Management, L.p. 9
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 9
Legg Mason Asset Management (Japan) Co., Ltd. 9
Kcm Investment Advisors Llc 9
FMHI - First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF 9
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 9
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 9
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 9
Logan Capital Management Inc 9
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 9
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 9
SWHYX - SCHWAB INVESTMENTS - Schwab High Yield Municipal Bond Fund 9
Strengthening Families & Communities, LLC 9
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 9
Beacon Capital Management, Inc. 9
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 9
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 9
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 9
Adell Harriman & Carpenter Inc 9
Walker Asset Management, LLC 9
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 9
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 9
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 9
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 9
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 9
Prio Wealth Limited Partnership 9
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 9
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 9
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 9
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 9
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 9
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 9
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 9
Strategic Asset Management, LLC 9
MERVX - MERGER FUND VL - The Merger Fund VL 9
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 9
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF 9
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 9
Farringdon Capital, Ltd. 9
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 9
Genesis Wealth Advisors, LLC 9
Patten Group, Inc. 9
JHME - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Energy ETF 9
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 9
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 9
Endurance Wealth Management, Inc. 9
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 9
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 9
Himco Variable Insurance Trust 9
BBT Capital Management, LLC 9
Blackrock Enhanced Equity Dividend Trust 9
Planned Solutions, Inc. 9
Franklin Templeton ETF Trust - Western Asset Bond ETF 9
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 9
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 9
Commonwealth Financial Services, LLC 9
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 9
Usa Mutuals Advisors, Inc. 9
Sagespring Wealth Partners, Llc 9
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 9
Kentucky Retirement Systems 9
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 9
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class 9
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 9
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 9
Chelsea Counsel Co 9
Fortis Group Advisors, LLC 9
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 9
Cordant, Inc. 9
Kentucky Retirement Systems Insurance Trust Fund 9
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 9
High Net Worth Advisory Group LLC 9
Traynor Capital Management, Inc. 9
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 9
Delaware Enhanced Global Dividend & Income Fund 9
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 9
Kayne Anderson Midstream/energy Fund, Inc. 9
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 9
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 9
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 9
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 9
Price Capital Management, Inc. 9
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 9
FSC Wealth Advisors, LLC 9
Tredje AP-fonden 9
Strategy Asset Managers Llc 9
Western Asset/claymore Inflation-linked Securities & Income Fund 9
Hall Laurie J Trustee 9
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 9
Klp Kapitalforvaltning As 9
Millstone Evans Group, LLC 9
Family Firm, Inc. 9
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 9
LGT Group Foundation 9
Jacobus Wealth Management, Inc. 9
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 9
Wharton Business Group, LLC 9
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 9
Davis Capital Management 9
John Hancock Income Securities Trust 9
DV Trading LLC 9
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 9
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 9
Hazlett, Burt & Watson, Inc. 9
Global Opportunities Portfolio - Global Opportunities Portfolio 9
Carnegie Capital Asset Management, LLC 9
Eisler Capital (UK) Ltd. 9
Delos Wealth Advisors, LLC 9
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 9
Halbert Hargrove Global Advisors, Llc 9
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 9
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 9
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 9
PNC Managed Account Solutions, Inc. 9
Mfs Intermediate Income Trust 9
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 9
Whitebox Advisors Llc 9
MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class 9
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 9
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 9
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 9
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 9
Pioneer Diversified High Income Trust 9
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 9
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 9
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 9
Grandfield & Dodd, Llc 9
Rialto Wealth Management, LLC 9
Horizons Etf Trust I 9
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 9
OHIO NATIONAL FUND INC - ON Bond Portfolio 9
Generali Investments CEE, investicni spolecnost, a.s. 9
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 9
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 9
Capital Research Global Investors 9
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 9
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 9
Siemens Fonds Invest GmbH 9
Private Management Group Inc 9
Proffitt & Goodson Inc 9
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 9
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 9
Bank of New Hampshire 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 9
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 9
Wetzel Investment Advisors, Inc. 9
TLMAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Municipal Fund Class A 9
Alta Advisers Ltd 9
Nuveen Select Maturities Municipal Fund 9
Pioneer High Income Trust 9
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 9
Clearview Wealth Advisors LLC 9
Sage Mountain Advisors LLC 9
PPM Funds - PPM High Yield Core Fund (Inst) 9
Haverford Trust Co 9
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 9
Nippon Life Global Investors Americas, Inc. 9
Gilliland Jeter Wealth Management LLC 9
E. Ohman J:or Asset Management AB 9
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 9
Argent Trust Co 9
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 9
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 9
New York Life Trust Co 9
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 9
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 9
Nfj Investment Group, Llc 9
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 9
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 9
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 9
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 9
Northwest Financial Advisors 9
Dixon Hubard Feinour & Brown Inc/va 9
Trilogy Capital Inc. 9
Shufro Rose & Co Llc 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 9
Stonebridge Financial Group, LLC 9
Riggs Asset Managment Co. Inc. 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 9
BancorpSouth Bank 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 9
Baader Bank INC 9
Kaizen Advisory, Llc 9
Main Street Research LLC 9
Consolidated Planning Corp 9
683 Capital Management, LLC 9
Providence Capital Advisors, LLC 9
MANA Advisors LLC 9
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 9
Busey Wealth Management 9
Nissay Asset Management Corp /japan/ /adv 9
Financial Engines Advisors L.L.C. 9
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 9
EJF Capital LLC 9
Keating Financial Advisory Services, Inc. 9
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 9
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 9
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 9
IYIAX - IVY FUNDS - Ivy Municipal High Income Fund Class A 9
Game Creek Capital, LP 9
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 9
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 9
Resource Management, LLC 9
Connectus Wealth, LLC 9
OmniStar Financial Group, Inc. 9
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 9
Winton Capital Management Ltd 9
Mainstay Capital Management Llc /adv 9
Signature Wealth Management Group 9
PIONEER CORE TRUST I - Pioneer High Income Municipal Portfolio 9
Abich Financial Wealth Management LLC 9
Union Bancaire Privee, UBP SA 9
Ceredex Value Advisors LLC 9
High Note Wealth, LLC 9
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 9
State of New Jersey Common Pension Fund A 9
Ferguson Wellman Capital Management, Inc 9
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 9
GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund 9
Nbt Bank N A /ny 9
Altium Wealth Management LLC 9
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 9
Redpoint Investment Management Pty Ltd 9
First National Bank Sioux Falls 9
Worldquant Millennium Advisors Llc 9
Cozad Asset Management Inc 9
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 9
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 9
Equitable Holdings, Inc. 9
Canton Hathaway, LLC 9
Evermay Wealth Management Llc 9
PCIMX - PIMCO FUNDS - PIMCO California Intermediate Municipal Bond Fund Institutional 9
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 9
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 9
PPM Funds - PPM Floating Rate Income Fund (Inst) 9
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 9
Lavaca Capital Llc 9
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 9
Legacy Bridge, LLC 9
Essex Savings Bank 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 9
Mayflower Financial Advisors, LLC 9
Old North State Trust, LLC 9
Coastal Capital Group, Inc. 9
Hilton Head Capital Partners, LLC 9
Jag Capital Management, Llc 9
Marco Investment Management Llc 9
Stratos Wealth Advisors, LLC 9
Bremer Trust National Association 9
Next Capital Management LLC 9
Private Bank & Trust Co 9
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 9
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 9
Ckw Financial Group 9
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF 9
River Wealth Advisors LLC 9
Asahi Life Asset Management Co., Ltd. 9
Semmax Financial Advisors Inc. 9
Bay Harbor Wealth Management, LLC 9
Ossiam 9
IWB - iSHARES TRUST - iShares Russell 1000 ETF 9
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 9
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 9
Harvest Investment Services, LLC 9
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 9
Groupama Asset Managment 9
Hnp Capital Llc 9
Pensionmark Financial Group, Llc 9
MorganRosel Wealth Management, LLC 9
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class 9
Guinness Asset Management LTD 9
Human Investing LLC 9
Gyl Financial Synergies, Llc 9
Mid Atlantic Financial Management Inc/adv 9
Manchester Financial Inc 9
RWM Asset Management, LLC 9
Cypress Capital, LLC 9
KLCM Advisors, Inc. 9
Machina Capital S.a.s. 9
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 9
Greylin Investment Mangement Inc 9
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 9
Golden State Equity Partners 9
Joseph P. Lucia & Associates, LLC 9
Cornerstone Wealth Group, LLC 9
Miles Capital, Inc. 9
Amica Pension Fund Board Of Trustees 9
John G Ullman & Associates Inc 9
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class 9
Jump Trading, Llc 9
Bpv Family Of Funds 9
Transcendent Capital Group LLC 9
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 9
Securian Funds Trust - SFT T. Rowe Price Value Fund 9
Mission Wealth Management, Lp 9
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 9
Stockman Wealth Management, Inc. 9
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 9
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 9
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 9
RMR Wealth Builders 9
Peoples Financial Services Corp. 9
Beck Bode, LLC 9
Alaska Permanent Fund Corp 9
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 9
Malaga Cove Capital, LLC 9
Osterweis Capital Management Inc 9
Lebenthal Holdings,LLC 9
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 9
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 9
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 9
Principia Wealth Advisory, LLC 9
Shinko Asset Management Co., Ltd. 9
Net Worth Advisory Group 9
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 8
Boyd Watterson Asset Management Llc/oh 8
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 8
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 8
Crow Point Partners, LLC 8
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 8
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 8
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 8
Advanced Investment Partners, LLC 8
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 8
NorthCrest Asset Manangement, LLC 8
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 8
Chesley Taft & Associates LLC 8
Epoch Investment Partners, Inc. 8
Penseco Financial Services Corp 8
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 8
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 8
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 8
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 8
Hollow Brook Wealth Management LLC 8
Vantage Investment Partners, LLC 8
Mpwm Advisory Solutions, Llc 8
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 8
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 8
Cardinal Point Capital Management, ULC 8
KCS Wealth Advisory 8
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 8
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 8
Eagle Ridge Investment Management 8
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 8
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 8
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 8
South Texas Money Management Ltd 8
University Of Texas/texas Am Investment Managment Co 8
MPS Loria Financial Planners, LLC 8
LVPIX - Profunds - Large-cap Value Profund Investor Class 8
Patriot Investment Management Inc. 8
ULPIX - Profunds - Ultrabull Profund Investor Class 8
McElhenny Sheffield Capital Management, LLC 8
BLPIX - Profunds - Bull Profund Investor Class 8
Callan Capital, LLC 8
Anchor Capital Advisors Llc 8
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 8
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF 8
ORG Wealth Partners, LLC 8
Cullen Capital Management, LLC 8
CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N 8
TXRIX - JPMorgan Trust I - JPMorgan Tax Aware Real Return Fund Class I 8
DSAM Partners (London) Ltd 8
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 8
Bridgecreek Investment Management, LLC 8
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 8
King Wealth 8
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 8
Old Republic International Corp 8
FirstMerit Bank N A Trustee 8
Aua Capital Management, Llc 8
Moody Lynn & Lieberson, Llc 8
Franklin, Parlapiano, Turner & Welch, LLC 8
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 8
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 8
Clear Perspective Advisors, LLC 8
MARSHALL WACE ASIA Ltd 8
Novare Capital Management Llc 8
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 8
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 8
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 8
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 8
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 8
Stock Yards Bank & Trust Co 8
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 8
PWS - Pacer Funds Trust - Pacer WealthShield ETF 8
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 8
Heritage Trust Co 8
National Wealth Management Group, LLC 8
Oarsman Capital, Inc. 8
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 8
Lebenthal Global Advisors, LLC 8
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 8
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 8
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 8
Mowery & Schoenfeld Wealth Management, LLC 8
Wright Managed Equity Trust 8
New America High Income Fund Inc 8
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 8
Uniting Wealth Partners, LLC 8
Pacific Center for Financial Services 8
M Holdings Securities, Inc. 8
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 8
Bnc Wealth Management, Llc 8
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund 8
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 8
Imprint Wealth LLC 8
Paradigm Capital Management Inc/ny 8
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 8
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 8
Folger Hill Asset Management LP 8
TVR Capital Management LP 8
Jeppson Wealth Management, Llc 8
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 8
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 8
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 8
Corrado Advisors, Llc 8
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 8
MBEQX - M FUND INC - M International Equity Fund 8
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 8
South Georgia Capital, Llc 8
Financial Sense Advisors, Inc. 8
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 8
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 8
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 8
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 8
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 8
Gleason Group, Inc. 8
Mendota Financial Group, LLC 8
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 8
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 8
WealthTrak Capital Management LLC 8
Sustainable Insight Capital Management, LLC 8
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 8
Woodmont Investment Counsel Llc 8
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 8
Adviser Investments LLC 8
Burns Matteson Capital Management, LLC 8
Virtus Global Multi-sector Income Fund 8
Valmark Advisers, Inc. 8
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 8
RFG Advisory, LLC 8
Triasima Portfolio Management inc. 8
Deutsche Value Series, Inc 8
Jackson Square Capital, Llc 8
Murphy & Mullick Capital Management Corp 8
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 8
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 8
Confluence Wealth Services, Inc. 8
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 8
Eidelman Virant Capital 8
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 8
Prosperity Consulting Group, LLC 8
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 8
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 8
Nwq Investment Management Company, Llc 8
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 8
Marietta Investment Partners Llc 8
Nvest Wealth Strategies, Inc. 8
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 8
Elgethun Capital Management 8
Nilsine Partners, LLC 8
New Capital Management LP 8
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 8
ABASX - AB TRUST - AB Discovery Value Fund Class A 8
Sarofim Fayez 8
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 8
West Paces Advisors Inc. 8
AMF Pensionsforsakring AB 8
Zrc Wealth Management, Llc 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 8
MUISX - BMO FUNDS, INC. - BMO Ultra Short Tax-Free Fund Class I 8
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 8
Oxford Financial Group Ltd 8
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 8
Kohmann Bosshard Financial Services, LLC 8
Kimelman & Baird, LLC 8
Moss Adams Wealth Advisors LLC 8
Chiron Investment Management, LLC 8
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 8
Sentinel Trust Co Lba 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 8
Mascoma Wealth Management LLC 8
Cushing Mlp Total Return Fund 8
ELCO Management Co., LLC 8
Steadfast Capital Management Lp 8
RGT Wealth Advisors, LLC 8
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 8
Capital International Investors 8
VNBTrust, National Association 8
Mid Continent Capital Llc/il 8
Rikoon Group, LLC 8
Trust Co Of Oklahoma 8
North Star Asset Management Inc 8
Stux Capital Management, LLC 8
AGF Investments America Inc. 8
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 8
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 8
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 8
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 8
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 8
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 8
BP Capital Management L P 8
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 8
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 8
BSW Wealth Partners 8
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 8
Oppenheimer Steelpath Panoramic Fund 8
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 8
Wilmington Funds Management Corp 8
Wealth Advisory Solutions, LLC 8
Canal Capital Management, LLC 8
Wilmington Trust Investment Management, LLC 8
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 8
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 8
Wilmington Trust, National Association 8
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 8
PKO Investment Management Joint-Stock Co 8
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 8
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 8
Financial Perspectives, Inc 8
Sullivan, Bruyette, Speros & Blaney, LLC 8
Alerus Financial Na 8
111 Capital 8
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 8
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 8
Dfa Investment Trust Co - The U.s. Large Cap Value Series 8
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 8
DORCHESTER WEALTH MANAGEMENT Co 8
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 8
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 8
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 8
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 8
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 8
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 8
Cookson Peirce & Co Inc 8
Your Advocates Ltd., LLP 8
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 8
Newfound Research LLC 8
Ccm Investment Advisers Llc 8
Premier Path Wealth Partners, LLC 8
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 8
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 8
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 8
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 8
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 8
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 8
OneAscent Financial Services LLC 8
V-Square Quantitative Management LLC 8
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 8
IMG Wealth Management, Inc. 8
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 8
Catamount Wealth Management 8
Guardian Investor Services Llc 8
Beck Mack & Oliver Llc 8
Cohen & Steers Capital Management Inc 8
STXV - EA Series Trust - Strive 1000 Value ETF 8
VSDM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short Duration Tax-Exempt Bond ETF ETF Shares 8
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 8
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 8
Railway Pension Investments Ltd 8
Federated Mdt Large Cap Value Fund 8
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 8
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 8
GABELLI & Co INVESTMENT ADVISERS, INC. 8
Intrua Financial, LLC 8
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 8
Neville Rodie & Shaw Inc 8
NOLVX - Northern Funds - Northern Large Cap Value Fund 8
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 8
Symphony Financial, Ltd. Co. 8
New World Fund Inc 8
Gofen & Glossberg Llc /il/ 8
Romano Brothers And Company 8
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 8
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 8
Zwj Investment Counsel Inc 8
Banco BTG Pactual S.A. 8
Exxonmobil Investment Management Inc /tx 8
Abel Hall, LLC 8
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 8
Hughes Financial Services, LLC 8
SILVER OAK SECURITIES, Inc 8
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 8
Alphadyne Asset Management, LLC 8
Ssi Investment Management Llc 8
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 8
Parkworth Wealth Management, Inc. 8
Headinvest, Llc 8
Arrow Investment Advisors, LLC 8
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 8
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 8
North Capital, Inc. 8
Fort Point Capital Partners LLC 8
Dialectic Capital Management, Lp 8
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 8
Steadfast Advisors Lp 8
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 8
NOSIX - Northern Funds - Northern Stock Index Fund 8
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 8
Trillium Asset Management, Llc 8
Nippon Life Insurance Co 8
Grimes & Company, Inc. 8
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 8
PENN SERIES FUNDS INC - Index 500 Fund 8
First National Trust Co 8
Farmers National Bank 8
Kernodle & Katon Asset Management Group, LLC 8
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 8
Nations Financial Group Inc, /ia/ /adv 8
VMAX - Lattice Strategies Trust - Hartford US Value ETF 8
Legg Mason Bw Global Income Opportunities Fund Inc. 8
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 8
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 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
K.J. Harrison & Partners Inc 8
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 8
VSTIX - VALIC Co I - Stock Index Fund 8
FormulaFolio Investments, LLC 8
Shamrock Asset Management LLC 8
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 8
Integrity Alliance, Llc. 8
VCIGX - VALIC Co I - Dividend Value Fund 8
First National Bank Of Omaha 8
CrestPoint Capital Management, LLC 8
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 8
Cna Financial Corp 8
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund 8
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 8
Heritage Wealth Management, Llc 8
Mengis Capital Management, Inc. 8
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 8
TFG Advisers LLC 8
Park Avenue Institutional Advisers LLC 8
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Global Equity Net Zero ETF 8
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 8
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 8
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 8
Wbh Advisory Inc 8
Corsicana & Co. 8
Sather Financial Group Inc 8
Meristem Family Wealth, LLC 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
Zimmer Partners, LP 8
Ivory Investment Management, Llc 8
New England Asset Management Inc 8
Optimal Asset Management, Inc. 8
Risk Paradigm Group, LLC 8
Cullen Investment Group, Ltd. 8
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 8
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 8
SSO - PROSHARES TRUST - ProShares Ultra S&P500 8
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 8
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 8
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 8
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 8
Ruggie Capital Group 8
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 8
Managed Asset Portfolios, Llc 8
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 8
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 8
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 8
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 8
Bardin Hill Management Partners Lp 8
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 8
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 8
Exchange Capital Management, Inc. 8
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 8
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 8
Securian Funds Trust - SFT Index 500 Fund Class 1 8
Anchor Bolt Capital, LP 8
Diversified Enterprises, LLC 8
Athena Capital Advisors Llc 8
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 8
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 8
Resurgent Financial Advisors LLC 8
EHP Funds Inc. 8
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 8
Eaton Vance California Municipal Bond Fund 8
Botty Investors LLC 8
Carmignac Gestion 8
Profunds - Profund Vp Ultrabull 8
Curi Wealth Management, LLC 8
Profunds - Profund Vp Bull 8
Medallion Wealth Advisors, LLC 8
Profunds - Profund Vp Large-cap Value 8
Covenant Multifamily Offices, LLC 8
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 8
Burnham Asset Management Corp /ny/ 8
Unique Wealth Strategies, LLC 8
Ransom Advisory, Ltd 8
Ohio National Investments, Inc. 8
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 8
1620 Investment Advisors, Inc. 8
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 8
Mangrove Partners 8
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 8
Passport Capital, LLC 8
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 8
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 8
LNZ Capital LP 8
Portman Square Capital LLP 8
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 8
Dynamic Capital Management Ltd 8
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 8
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 8
RE Dickinson Investment Advisors, LLC 8
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 8
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 8
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 8
Gratus Capital LLC 8
Plancorp, LLC 8
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 8
Morningstar Investment Services LLC 8
Boston Financial Mangement Llc 8
Stratton Management Co 8
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 8
Diversify Advisory Services, LLC 8
WestEnd Advisors, LLC 8
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 8
SNS Financial Group, LLC 8
Usca All Terrain Fund 8
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 8
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 8
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 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
CenturyLink Investment Management Co 8
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 8
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 8
Sumitomo Life Insurance Co 8
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 8
Donaldson Capital Management, Llc 8
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 8
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 8
BKD Wealth Advisors, LLC 8
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 8
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 8
First Allied Asset Management, Inc. 8
MeadowBrook Investment Advisors LLC 8
Optima Capital Llc 8
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 8
Crawford Investment Counsel Inc 8
Chartwell Investment Partners, Llc 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
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 8
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 8
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 8
BIGTX - Monteagle Funds - The Texas Fund Class I 8
Pallas Capital Advisors LLC 8
MTM Investment Management, LLC 8
ULTRA SERIES FUND - Diversified Income Fund Class I 8
Core Alternative Capital 8
Diversified, LLC 8
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 8
Roundview Capital LLC 8
Capital City Trust Co/fl 8
Successful Portfolios LLC 8
JPL Wealth Management, LLC 8
Red Door Wealth Management, LLC 8
Meeder Advisory Services, Inc. 8
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 8
Mbb Public Markets I Llc 8
FDO Partners, LLC 8
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 8
United Asset Strategies, Inc. 8
Redmont Wealth Advisors Llc 8
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 8
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 8
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 8
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 8
Wingate Wealth Advisors, Inc. 8
Galaxy Capital Trading Ltd 8
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 8
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 8
FLP Wealth Management, LLC 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 8
Tradewinds Global Investors, LLC 8
Maseco Llp 8
MidFirst Bank 8
Gerber Kawasaki Wealth & Investment Management 8
Western Pacific Wealth Management, LP 8
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 8
Strategic Advisors LLC 8
Heritage Investors Management Corp 8
Godsey & Gibb Associates 8
Fiduciary Alliance LLC 8
Exane Asset Management 8
Hallmark Capital Management Inc 8
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 8
Midwest Professional Planners, LTD. 8
Graypoint LLC 8
Schooner Investment Group, LLC. 8
Essex Investment Management Co Llc 8
Broadwater Capital Management Llc 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 8
Guyasuta Investment Advisors Inc 8
Aevitas Wealth Management, Inc. 8
Douglas Lane & Associates, LLC 8
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 8
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 8
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 8
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 8
Chase Investment Counsel Corp 8
Lockheed Martin Investment Management Co 8
Citizens National Bank Trust Department 8
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 8
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 8
RiverPoint Capital Management, LLC 8
Kingfisher Capital LLC 8
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 8
Loews Corp 8
MBE Wealth Management, LLC 8
Live Your Vision, LLC 8
First Command Advisory Services, Inc. 8
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 8
McClarren Financial Advisors, Inc. 8
XML Financial, LLC 8
Vanguard Capital Wealth Advisors 8
Clean Yield Group 8
Howard Wealth Management, Llc 8
Horan Capital Advisors, LLC. 8
Peachtree Investment Advisors, Inc. 8
Catalytic Wealth RIA, LLC 8
44 Wealth Management Llc 8
Samalin Investment Counsel, LLC 8
SPC Financial, Inc. 8
Cornerstone Advisory, LLC 8
Cyndeo Wealth Partners, LLC 8
Cowen And Company, Llc 8
Seelaus Asset Management LLC 8
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 8
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 8
VitalStone Financial, LLC 8
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 8
Cambrian Capital Limited Partnership 8
Strategic Investment Solutions, Inc. /IL 8
IGNBX - IVY FUNDS - Ivy Natural Resources Fund Class B 8
Gabelli Equity Series Funds Inc 8
Quaker Wealth Management, LLC 8
Harvest Fund Advisors LLC 8
Boreal Capital Management LLC 8
Chapin Davis, Inc. 8
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 8
Spdr S&p 500 Etf Trust 8
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 8
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 8
Donald L. Hagan, LLC 8
Stokes Family Office, LLC 8
Haberer Registered Investment Advisor Inc 8
DT Investment Partners, LLC 8
Camden Capital, LLC 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 8
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 8
Marino, Stram & Associates Llc 8
Artisan Partners Limited Partnership 8
Centerpoint Advisors, LLC 8
Hudson Valley Investment Advisors Inc /adv 8
Creative Capital Management Investments LLC 8
Cordasco Financial Network 8
Grey Fox Wealth Advisors, LLC 8
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 8
Capital Innovations LLC 8
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 8
Varma Mutual Pension Insurance Co 8
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 8
Plato Investment Management Ltd 8
Wealth Alliance Advisory Group, LLC 8
Fernwood Investment Management, LLC 8
CBIZ Investment Advisory Services, LLC 8
New Age Alpha Advisors, LLC 8
PartnerRe Asset Management CORP 8
Signal Advisors Wealth, LLC 8
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 8
L2 Asset Management, LLC 8
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 8
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 8
Pathway Financial Advisors LLC 8
Hc Financial Advisors Inc 8
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 8
GM Advisory Group, Inc. 8
Parcion Private Wealth LLC 8
Elo Mutual Pension Insurance Co 8
Clal Insurance Enterprises Holdings Ltd 8
Lowe Brockenbrough & Co Inc 8
Columbia Asset Management 8
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 8
Eubel Brady & Suttman Asset Management Inc 8
Change Path, LLC 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 8
Beach Investment Counsel Inc/pa 8
Clark Estates Inc/ny 8
Sfmg, Llc 8
Platte River Capital LLC 8
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 8
Basepoint Wealth LLC 8
LVW Advisors, LLC 8
Delaware Management Holdings, Inc. 8
Howard Capital Management Inc. 8
ISAM Funds (UK) Ltd 8
Capital Wealth Alliance, LLC 8
Old West Investment Management, LLC 8
Chesapeake Wealth Management 8
EdgeRock Capital LLC 8
InterOcean Capital, LLC 8
Lyons Wealth Management, LLC. 8
Greenline Partners, LLC 8
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 8
Westover Capital Advisors, LLC 8
Retirement Wealth Solutions LLC 8
Deltec Asset Management Llc 8
Saiers Capital, LLC 8
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 8
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 8
Unigestion Holding SA 8
Woodline Partners LP 8
Oversea-Chinese Banking CORP Ltd 8
TCF National Bank 8
Future Financial Wealth Managment LLC 8
Capital Advisory Group Advisory Services, LLC 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
Brand Asset Management Group, Inc. 8
Center for Financial Planning, Inc. 8
Europacific Growth Fund 8
Avitas Wealth Management LLC 8
Equitable Trust Co 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 8
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 8
Philadelphia Trust Co 8
Acropolis Investment Management, LLC 8
Berger Financial Group, Inc 8
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 8
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 8
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 8
PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional 8
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 8
J. Safra Sarasin Holding AG 8
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 8
Castle Wealth Management Llc 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 8
Towle & Co 8
PPM Funds - PPM Long Short Credit Fund (Inst) 8
Kanawha Capital Management Llc 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 8
EntryPoint Capital, LLC 8
Pinnacle Holdings, LLC 8
Degroof Petercam Asset Management 8
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 8
Stephenson National Bank & Trust 8
F/M Investments LLC 8
LM Advisors LLC 8
Cooper Financial Group 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 8
Dfpg Investments, Llc 8
Hermes Investment Management Ltd 8
Graves-Light Private Wealth Management, Inc. 8
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A 8
GATEX - Gateway Trust - Gateway Fund Class A Shares 8
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 8
Ninety One North America, Inc. 8
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 8
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 8
Brick & Kyle, Associates 8
Allred Capital Management, LLC 8
Main Street Group, LTD 8
TruNorth Capital Management, LLC 8
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 8
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 8
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 8
Willis Johnson & Associates, Inc. 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 8
Curian Capital Llc 8
Ilmarinen Mutual Pension Insurance Co 8
Keating Investment Counselors Inc 8
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 8
Sittner & Nelson, Llc 8
Acima Private Wealth, Llc 8
Ellsworth Advisors, LLC 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 8
First Financial Bankshares Inc 8
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 8
Sovereign Financial Group, Inc. 8
E Fund Management Co., Ltd. 8
Tcg Advisors, Lp 8
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 8
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 8
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 8
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 8
MML Series Investment Fund II - MML Equity Rotation Fund Class II 8
Independent Solutions Wealth Management, LLC 8
Baker Tilly Financial, Llc 8
Motiv8 Investments LLC 8
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 8
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 8
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 8
AlTi Global, Inc. 8
Glaxis Capital Management, LLC 8
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 8
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF 8
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 8
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 8
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 8
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 8
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 8
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 8
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 8
Essex Financial Services, Inc. 8
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 8
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 8
MBM Wealth Consultants, LLC 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
9258 Wealth Management, LLC 8
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 8
Mcdonald Partners Llc 8
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 8
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 8
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 8
Zullo Investment Group, Inc. 8
Godfrey Financial Associates, Inc. 8
Thoroughbred Financial Services, Llc 8
Deep Basin Capital LP 8
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 8
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 8
Sirios Capital Management L P 8
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 8
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 8
PACIFIC SELECT FUND - Equity Index Portfolio Class I 8
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 8
Seeyond 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 8
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 8
Cypress Funds Llc 8
Focus Financial Network, Inc. 8
Seminole Management Co., Inc. 8
Beverly Hills Private Wealth, LLC 8
Tiaa Cref Trust Co Fsb/mo 8
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 8
B&D White Capital Company, LLC 8
Hoover Financial Advisors, Inc. 8
Meridian Wealth Advisors, LLC 8
Sivia Capital Partners, LLC 8
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 8
Opus Capital Group, LLC 8
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 8
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 8
Nalls Sherbakoff Group, Llc 8
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 8
Tacita Capital Inc 8
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 8
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 8
TD Securities (USA) LLC 8
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 8
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 8
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 8
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 8
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 8
Outfitter Financial LLC 8
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 8
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB 8
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 8
Advanced Series Trust - Ast International Value Portfolio 8
Brandywine Oak Private Wealth Llc 8
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 8
MONECO Advisors, LLC 8
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 8
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 8
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 8
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 8
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 8
Western Wealth Management, LLC 8
Halpern Financial, Inc. 8
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 8
Wall Street Access Asset Management, LLC 8
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 8
Td Asset Management Usa Funds Inc. 8
Cim Investment Mangement Inc 8
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 8
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 8
Accuvest Global Advisors 8
Clarfeld Financial Advisors, Llc 8
Banque Transatlantique SA 8
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 8
Guinness Atkinson Asset Management Inc 8
Guerra Advisors Inc 8
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 8
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 8
DecisionPoint Financial, LLC 8
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 8
Advanced Series Trust - Ast International Growth Portfolio 8
Smart Portfolios, LLC 8
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 8
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 8
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 8
Mattson Financial Services, LLC 8
Groesbeck Investment Management Corp /nj/ 8
Strategic Wealth Advisors Group, LLC 8
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 8
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 8
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 8
Gyroscope Capital Management Group, Llc 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
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 8
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 8
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 8
Orion Capital Management LLC 8
HDV - iSHARES TRUST - iShares Core High Dividend ETF 8
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 8
Simmons First Trust Co Na 8
Claris Advisors, Llc / Mo / 8
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 8
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 8
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 8
Beacon Investment Advisory Services, Inc. 8
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares 8
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 8
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 8
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 8
Private Wealth Partners, LLC 8
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 8
Mariner Investment Group Llc 8
Allen Investment Management LLC 8
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 8
KERR FINANCIAL PLANNING Corp 8
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 8
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 8
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 8
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 8
American Trust 8
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 8
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 8
Tennessee Valley Asset Management Partners 8
Tobam 8
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 8
DAINX - Dunham Funds - Dunham International Stock Fund Class A 8
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 8
Manske Wealth Management 8
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 8
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 8
Atalanta Sosnoff Capital, Llc 8
Vaughan Nelson Investment Management, L.p. 8
Welch Group, LLC 8
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 8
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 8
Basso Capital Management, L.p. 8
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 8
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 8
BCJ Capital Management, LLC 8
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 8
City State Bank 8
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 8
Voya Emerging Markets High Dividend Equity Fund 8
Causeway Capital Management Llc 8
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 8
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 8
LifePlan Financial Group, Inc 8
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 8
Occidental Asset Management, LLC 8
Atwater Malick LLC 8
BluePath Capital Management, LLC 8
Dv Equities, Llc 8
Burt Wealth Advisors 8
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 8
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 8
Smallwood Wealth Investment Management, LLC 8
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 8
iA Global Asset Management Inc. 8
TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund 8
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 8
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 8
Clark Wealth Partners 8
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 8
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 8
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 8
Hourglass Capital, Llc 8
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 8
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 8
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 8
PFG Advisors 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
Invesco Advantage Municipal Income Trust Ii 8
Genus Capital Management Inc. 8
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 8
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 8
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 8
Tiaa Trust, National Association 8
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 8
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 8
Quantessence Capital LLC 8
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 8
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 8
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 8
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 8
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 8
First Merchants Corp 8
Axxcess Wealth Management, Llc 8
Cohen & Steers Global Income Builder, Inc 8
Montgomery Investment Management Inc 8
Masters Capital Management Llc 8
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 8
Norwood Financial Corp 8
Eisler Capital Management Ltd. 8
Us Financial Advisors, Llc 8
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 8
Modera Wealth Management, LLC 8
Raiffeisen Bank International AG 8
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 8
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 8
Cazenove Capital Management Ltd 8
Safeguard Financial, LLC 8
Means Investment Co., Inc. 8
Cohen Capital Management, Inc. 7
Quotient Wealth Partners, LLC 7
Savvy Advisors, Inc. 7
Corsair Capital Management, L.p. 7
Royce & Associates Lp 7
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 7
Cypress Wealth Services, LLC 7
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 7
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 7
Isthmus Partners, Llc 7
Monument Capital Management 7
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 7
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 7
Sigma Capital Management Llc 7
Nuveen High Income 2020 Target Term Fund 7
Angeles Wealth Management, Llc 7
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 7
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 7
Kentucky Trust Co 7
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 7
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 7
Greenwich Wealth Management LLC 7
Truehand, Inc 7
Carmichael Hill & Associates, Inc. 7
Murchinson Ltd. 7
Ifrah Financial Services, Inc. 7
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 7
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 7
Kmg Fiduciary Partners, Llc 7
Buckley Wealth Management, LLC 7
Aspiriant, Llc 7
Zions Trust, National Association 7
Saudi Central Bank 7
American Research & Management Co. 7
SmartHarvest Portfolios, LLC 7
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 7
MSD Partners, L.P. 7
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 7
Winthrop Capital Management, LLC 7
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 7
Sovran Advisors, LLC 7
LMR Master Fund Ltd 7
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 7
Markston International Llc 7
Mizuho Securities Co. Ltd. 7
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 7
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 7
Keystone Financial Group 7
Wallington Asset Management, LLC 7
Sabal Trust CO 7
Pathway Financial Advisers, LLC 7
Davis R M Inc 7
Forsta Ap-fonden 7
Mystic Asset Management, Inc. 7
Tidemark, LLC 7
Bayban 7
Institutional Investment Strategy Fund 7
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 7
Fidelity Multi-Strategy Credit Fund 7
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 7
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 7
S.A. Mason LLC 7
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 7
First National Bank of South Miami 7
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 7
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares 7
TOPTX - Managed Portfolio Series - Tortoise Energy Evolution Fund A Class Shares 7
Carderock Capital Management Inc 7
Templeton Emerging Markets Fund 7
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 7
Sanders Capital, LLC 7
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 7
Scissortail Wealth Management, LLC 7
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 7
Farmers & Merchants Trust Co of Long Beach 7
Sanibel Captiva Trust Company, Inc. 7
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 7
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 7
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 7
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 7
Tower Bridge Advisors 7
Birmingham Capital Management Co Inc/al 7
Allen Capital Group, LLC 7
Monetta Financial Services Inc 7
Lake Street Financial Llc 7
Carillon Tower Advisers, Inc. 7
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 7
Decatur Capital Management, Inc. 7
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 7
SA FUNDS INVESTMENT TRUST - SA International Value Fund 7
Magnus Financial Group LLC 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 7
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 7
First American Trust, Fsb 7
FITAX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Income Fund Class A 7
Triangle Securities Wealth Management 7
Greenfield Savings Bank 7
CPI - IndexIQ ETF Trust - IQ Real Return ETF 7
Poehling Capital Management, LLC 7
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 7
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 7
Ankerstar Wealth, LLC 7
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 7
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 7
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 7
River & Mercantile Asset Management Llp 7
Vaughan David Investments Inc/il 7
Stamos Capital Partners, L.p. 7
Chilton Investment Co Llc 7
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 7
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 7
Invesco Municipal Trust 7
Hobbs Group Advisors, LLC 7
Stuart Chaussee & Associates, Inc. 7
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 7
Paradigm Financial Advisors, LLC 7
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 7
Coyle Financial Counsel LLC 7
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 7
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 7
Tradewinds, LLC. 7
Lester Murray Antman dba SimplyRich 7
Weatherly Asset Management L. P. 7
Monticello Wealth Management, Llc 7
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 7
PACIFIC SELECT FUND - Comstock Portfolio Class I 7
Chessman Wealth Strategies Ria 7
IWM - iSHARES TRUST - iShares Russell 2000 ETF 7
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 7
Murphy Capital Management Inc 7
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 7
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 7
Team Hewins, LLC 7
Liberty Capital Management, Inc. 7
Painted Porch Advisors LLC 7
Willis Investment Counsel 7
Navalign, LLC 7
Armbruster Capital Management, Inc. 7
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 7
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 7
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 7
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 7
Aviso Financial Inc. 7
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 7
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 7
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 7
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 7
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 7
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 7
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 7
Capitolis Advisors LLC 7
Gilder Gagnon Howe & Co Llc 7
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 7
Vista Private Wealth Partners. LLC 7
OpenArc Corporate Advisory, LLC 7
Marathon Capital Management 7
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 7
Asset Advisors Corp 7
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 7
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 7
Cito Capital Group, LLC 7
Beacon Financial Group 7
Close Asset Management Ltd 7
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 7
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 7
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 7
Strategic Advocates LLC 7
Blue Chip Partners, Inc. 7
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 7
Aft, Forsyth & Company, Inc. 7
Harbor Asset Planning, Inc. 7
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 7
Canada Post Corp Registered Pension Plan 7
LGPIX - Profunds - Large-cap Growth Profund Investor Class 7
Starfire Investment Advisers, Inc. 7
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 7
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 7
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 7
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 7
United Community Bank 7
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 7
Keeley Asset Management Corp 7
Carret Asset Management, Llc 7
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 7
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 7
StellarOne CORP 7
Empower Advisory Group, LLC 7
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 7
Waters Parkerson & Co., Llc 7
American Assets Investment Management, LLC 7
Summit X, LLC 7
AlphaStar Capital Management, LLC 7
EXFLX - EATON VANCE INVESTMENT TRUST - Eaton Vance Floating-Rate Municipal Income Fund Class A 7
Azimuth Capital Management LLC 7
Numerai GP LLC 7
Navigoe, LLC 7
Rogco, Lp 7
Western Asset Premier Bond Fund 7
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 7
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 7
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 7
Sage Capital Advisors,llc 7
CMT Asset Management Ltd 7
Tilia Fiduciary Partners, Inc. 7
NEOS Investment Management LLC 7
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 7
New Hampshire Trust 7
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 7
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 7
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 7
Blackrock Enhanced Global Dividend Trust 7
Hosking Partners LLP 7
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 7
ENDW - EA Series Trust - Cambria Endowment Style ETF 7
Susquehanna International Group Ltd. 7
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 7
TAP Consulting, LLC 7
First Pacific Financial 7
First Financial Bank - Trust Division 7
Ostrum Asset Management 7
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 7
Evelyn Partners Investment Management LLP 7
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 7
National Investment Services Inc /wi 7
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 7
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 7
STRV - EA Series Trust - Strive 500 ETF 7
Livelsberger Financial Advisory 7
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 7
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 7
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 7
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 7
Campbell Wealth Management 7
Chemung Canal Trust Co 7
Cornerstone Total Return Fund Inc 7
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 7
Cedar Mountain Advisors, LLC 7
Cornerstone Strategic Value Fund Inc 7
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 7
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 7
Hellman Jordan Management Co Inc /ma/ 7
FRG Family Wealth Advisors LLC 7
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 7
Quest 10 Wealth Builders, Inc. 7
Heartwood Wealth Advisors LLC 7
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 7
GlobalBridge, Inc. 7
Advanced Portfolio Management, LLC 7
Jackson Creek Investment Advisors LLC 7
CSTMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Short-Term Municipal Fund Share class 7
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 7
CFO4Life Group, LLC 7
POM Investment Strategies, LLC 7
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 7
Signature Estate & Investment Advisors Llc 7
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 7
Nicolet Advisory Services, Llc 7
Parkside Investments, LLC 7
Vima Llc 7
SkyOak Wealth, LLC 7
ForthRight Wealth Management, LLC 7
Hcim Trust 7
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 7
Richards, Merrill & Peterson, Inc. 7
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 7
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 7
Tiger Eye Capital LLC 7
Meyer Handelman Co 7
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 7
Tobias Financial Advisors, Inc. 7
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 7
Bamco Inc /ny/ 7
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 7
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 7
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 7
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 7
Morse Asset Management, Inc 7
Beacon Trust Co 7
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 7
Private Capital Management Inc 7
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 7
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 7
Dymon Asia Capital (singapore) Pte. Ltd. 7
Dividend & Income Fund 7
Dynasty Wealth Management, Llc 7
Fortem Financial Group, Llc 7
Polymer Capital Management (US) LLC 7
Deuterium Capital Management, LLC 7
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 7
Peterson Financial Group, Inc. 7
Armis Advisers, LLC 7
Chatham Capital Group, Inc. 7
Almanack Investment Partners, LLC. 7
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 7
Financial Life Planners 7
Resona Asset Management Co.,Ltd. 7
Sunnymeath Asset Management, Inc. 7
Main Street Financial Solutions, LLC 7
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 7
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 7
First Community Trust Na 7
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 7
Secure Asset Management, LLC 7
Actinver Wealth Management, Inc. 7
Lodestar Investment Counsel Llc/il 7
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 7
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 7
Woodard & Co Asset Management Group Inc /adv 7
F&V Capital Management, LLC 7
Steel Peak Wealth Management LLC 7
Pine Valley Investments Ltd Liability Co 7
Sheets Smith Wealth Management 7
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 7
Narwhal Capital Management 7
La Banque Postale Asset Management SA 7
Perpetual Investment Management Ltd 7
Augustine Asset Management Inc 7
Patten & Patten Inc/tn 7
Harbor Financial Services, Llc 7
CAMG Solamere Management, LLC 7
55i, Llc 7
Alaethes Wealth LLC 7
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 7
Bach Investment Advisors Ltd 7
West Coast Financial LLC 7
Holos Integrated Wealth LLC 7
Hoey Investments, Inc 7
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 7
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 7
May Hill Capital, LLC 7
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 7
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 7
Vestor Capital, Llc 7
Reby Advisors, LLC 7
Putnam Global Natural Resources Fund 7
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 7
KG&L Capital Management,LLC 7
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 7
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 7
Belmont Capital, LLC 7
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 7
Winnow Wealth Llc 7
Canyon Capital Advisors Llc 7
Rockland Trust Co 7
SMITH HAYES Advisers, Inc 7
Regent Investment Management LLC 7
Ti-trust, Inc 7
Smith, Moore & Co. 7
GQG Partners LLC 7
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 7
Oder Investment Management, LLC 7
Vista Investment Partners Llc 7
Horrell Capital Management, Inc. 7
Check Capital Management Inc/ca 7
Principal Street Partners, LLC 7
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 7
Narus Financial Partners, LLC 7
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 7
Ruggaard & Associates LLC 7
Carolina Wealth Advisors, LLC 7
Guardian Wealth Management, Inc. 7
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 7
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 7
EFG International AG 7
Constellation Wealth Advisors, LLC 7
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 7
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 7
Wealth Architects, LLC 7
Blue Fin Capital, Inc. 7
Range Financial Group LLC 7
Community Financial Services Group, LLC 7
Bravera Wealth 7
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 7
Valicenti Advisory Services Inc 7
denkapparat Operations GmbH 7
Ethos Financial Group, LLC 7
Bcm Advisors, Llc 7
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 7
Dogwood Wealth Management LLC 7
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 7
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 7
Catalyst Financial Partners Llc 7
Pensionfund DSM Netherlands 7
Pinnacle Wealth Management Advisory Group, LLC 7
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 7
Total Wealth Planning & Management, Inc. 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 7
RBA Wealth Management, LLC 7
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 7
Northwest Quadrant Wealth Management, LLC 7
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 7
Blue Bell Private Wealth Management, Llc 7
EFG Asset Management (Americas) Corp. 7
One River Asset Management, LLC 7
Semper Augustus Investments Group Llc 7
McCarthy Asset Management, Inc. 7
Barings Participation Investors 7
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 7
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 7
Virtus Total Return Fund Inc. 7
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 7
Bedrijfstakpensioenfonds Voor De Media Pno 7
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 7
Fiduciary Financial Services Of The Southwest Inc /tx 7
New England Capital Financial Advisors LLC 7
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 7
Carnick & Kubik, LLC 7
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 7
Avantra Family Wealth, Inc. 7
Thornburg Investment Management Inc 7
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 7
SG Trading Solutions, LLC 7
TBH Global Asset Management, LLC 7
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 7
Abacus Planning Group, Inc. 7
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 7
Thompson Investment Management, Inc. 7
Aspen Investment Management Inc 7
Boulder Hill Capital Management Lp 7
Firestone Capital Management 7
Everett Harris & Co /ca/ 7
Industrial Alliance Investment Management Inc. 7
Fulcrum Equity Management 7
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 7
Delta Financial Group, Inc. 7
Leisure Capital Management 7
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 7
Core Wealth Advisors, Llc 7
Winthrop Partners - Wny, Llc 7
JT Stratford LLC 7
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 7
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 7
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 7
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 7
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 7
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 7
Douglass Winthrop Advisors, LLC 7
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 7
Thor Advisors, Llc 7
Cynosure Management, Llc 7
VanEck Funds 7
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 7
25 Llc 7
Horizon Bancorp Inc /in/ 7
Rainier Group Investment Advisory LLC 7
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 7
Harvest Group Wealth Management, Llc 7
Whalerock Point Partners, Llc 7
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 7
Letko, Brosseau & Associates Inc 7
Mobius Capital Management, Llc 7
MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y 7
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 7
Red Tortoise LLC 7
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 7
Atlas Private Wealth Management 7
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 7
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 7
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 7
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 7
1776 Wealth LLC 7
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 7
Paragon Wealth Strategies, LLC 7
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 7
Howland Capital Management Llc 7
First Business Financial Services, Inc. 7
Norway Savings Bank 7
Hilton Capital Management, LLC 7
Edge Capital Group, LLC 7
Bnp Paribas 7
Patton Albertson Miller Group, Llc 7
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 7
Adams Wealth Management 7
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 7
Provence Wealth Management Group 7
Soltis Investment Advisors LLC 7
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 7
First National Bank of Mount Dora, Trust Investment Services 7
Peddock Capital Advisors, Llc 7
Pillar Pacific Capital Management Llc 7
EAM Investors, LLC 7
Crews Bank & Trust 7
Fifth Third Wealth Advisors LLC 7
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 7
Cornerstone Advisors, LLC 7
Skba Capital Management Llc 7
Dean Investment Associates, Llc 7
Advisor Consultant Network Inc 7
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 7
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 7
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 7
BTG Pactual Asset Management US LLC 7
Arvest Trust Co N A 7
Osmosis Investment Management UK Ltd 7
Reaves W H & Co Inc 7
Brendel Financial Advisors LLC 7
Marcum Wealth, LLC 7
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 7
Knuff & Co LLC 7
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 7
Apella Capital, LLC 7
Reyes Financial Architecture, Inc. 7
Baring International Investment Ltd 7
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 7
Sendero Wealth Management, LLC 7
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 7
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 7
VSM Wealth Advisory, LLC 7
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 7
Blackrock California Municipal Income Trust 7
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 7
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 7
Transform Wealth, LLC 7
Silvant Capital Management LLC 7
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 7
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 7
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 7
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 7
Friedenthal Financial 7
FUKOKU MUTUAL LIFE INSURANCE Co 7
Southland Equity Partners LLC 7
Enterprise Trust & Investment Co 7
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 7
KAMES CAPITAL management Ltd 7
Karpas Strategies, Llc 7
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 7
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 7
Arvest Bank Trust Division 7
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 7
Fishman Jay A Ltd/mi 7
Rexford Capital Inc 7
Texas Capital Bank Wealth Management Services Inc 7
Bornite Capital Management LP 7
SCIU - Global X Funds - Global X Scientific Beta US ETF 7
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 7
MEMBERS Trust Co 7
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 7
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 7
Voya Asia Pacific High Dividend Equity Income Fund 7
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 7
Daymark Wealth Partners, Llc 7
Menard Financial Group LLC 7
Jackson, Grant Investment Advisers, Inc. 7
Voya International High Dividend Equity Income Fund 7
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 7
Merrion Investment Management Co, LLC 7
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 7
Putnam Municipal Opportunities Trust 7
Fca Corp /tx 7
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 7
Pegasus Partners Ltd. 7
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 7
Sound View Wealth Advisors Group, LLC 7
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 7
Segantii Capital Management Ltd 7
Hunter Associates Investment Management Llc 7
Signator Financial Services, Inc. 7
WFA of San Diego, LLC 7
Legend Financial Advisors, Inc. 7
Patton Fund Management, Inc. 7
NMIEX - Northern Funds - Active M International Equity Fund 7
Allstate Investment Management Co 7
Achievement Holdings L.P. 7
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 7
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 7
Demars Financial Group, LLC 7
TrueMark Investments, LLC 7
Banyan Partners, LLC 7
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 7
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund 7
Legg Mason Investment Counsel & Trust Co., N.A. 7
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 7
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 7
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 7
Tranquility Partners, LLC 7
Osbon Capital Management Llc 7
USVT - Ultimus Managers Trust - US VALUE ETF 7
Lodestone Wealth Management LLC 7
Buck Wealth Strategies, LLC 7
Nexus Asset Management LLC 7
Wilkerson Advisory Group LLC 7
Eisler Capital (US) LLC 7
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 7
Evolution Wealth Management Inc. 7
Hobart Private Capital, LLC 7
Commonwealth Retirement Investments LLC 7
NOIEX - Northern Funds - Northern Income Equity Fund 7
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 7
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 7
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 7
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 7
Boston Family Office Llc 7
Gary Goldberg Planning Services Inc 7
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 7
Oppenheimer Dividend Opportunity Fund 7
Marshall & Sterling Wealth Advisors Inc. 7
Cobblestone Capital Advisors Llc /ny/ 7
Founders Bank & Trust 7
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 7
EENAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Energy and Natural Resources Fund Class A 7
Kozak & Associates, Inc. 7
MidWestOne Financial Group, Inc. 7
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 7
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 7
D. Scott Neal, Inc. 7
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 7
Global Assets Advisory, LLC 7
Gwn Securities Inc. 7
Beutel, Goodman & Co Ltd. 7
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 7
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 7
PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. 7
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 7
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 7
Ahl Investment Management, Inc. 7
Reuter James Wealth Management, Llc 7
ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF 7
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 7
Ironwood Financial, llc 7
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 7
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 7
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 7
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 7
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 7
Trust Point Inc. 7
PUTNAM FUNDS TRUST - Putnam Short-Term Municipal Income Fund CLASS A 7
Lombard Odier & Cie (Bahamas) Ltd 7
Corigliano Investment Advisers, LLC 7
Dodge & Cox 7
Keudell/Morrison Wealth Management 7
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 7
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 7
Oak Thistle LLC 7
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 7
Aureus Asset Management, LLC 7
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 7
Indices-Pac Research Corp. 7
Steinberg Global Asset Management 7
NMHAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal High Income Fund Class A 7
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 7
NMUIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Intermediate Bond Fund Investor Class 7
Keebeck Wealth Management, LLC 7
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 7
NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A 7
Atlas Private Wealth Advisors 7
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 7
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 7
Annandale Capital, LLC 7
Peconic Partners Llc 7
Cladis Investment Advisory, LLC 7
NOLCX - Northern Funds - Northern Large Cap Core Fund 7
Aberdeen Global Income Fund Inc 7
Limestone Investment Advisors LP 7
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 7
Stableford Capital Ii Llc 7
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 7
Ws Management Lllp 7
Heron Financial Group, Llc 7
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 7
Clifford Swan Investment Counsel Llc 7
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 7
Pflug Koory, LLC 7
Burke & Herbert Bank & Trust Co 7
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 7
Boenning & Scattergood, Inc. 7
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 7
Ballast Advisors Llc 7
Baldwin Investment Management, LLC 7
Atala Financial Inc 7
Bowen Hanes & Co Inc 7
INTAX - Columbia Funds Series Trust II - Columbia Strategic Municipal Income Fund Class A 7
Veracity Capital LLC 7
Riversedge Advisors, Llc 7
ACVF - ETF Opportunities Trust - American Conservative Values ETF 7
Concorde Asset Management, LLC 7
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 7
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF 7
Foundations Investment Advisors, LLC 7
Semper Trust Co. 7
Iron Horse Wealth Management, LLC 7
Penobscot Investment Management Company, Inc. 7
Odey Asset Management Group Ltd 7
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 7
Blueprint Investment Partners LLC 7
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 7
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 7
Nicholas Investment Partners, LP 7
Hemenway Trust Co LLC 7
BLB&B Advisors, LLC 7
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 7
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 7
Lionsbridge Wealth Management LLC 7
Westchester Capital Management, Inc. 7
Eurizon Capital SGR S.p.A. 7
DCM Advisors, LLC 7
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 7
Diligent Investors, LLC 7
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 7
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 7
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 7
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 7
Mitchell Capital Management Co 7
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 7
Clarus Group, Inc. 7
Cloud Capital Management, LLC 7
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 7
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 7
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 7
Cornerstone Advisors Inc 7
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 7
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 7
United Capital Management of KS, Inc. 7
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 7
Comprehensive Financial Consultants Institutional, Inc. 7
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 7
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 7
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 7
Sowa Financial Group, Inc. 7
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 7
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 7
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 7
Centric Wealth Management 7
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 7
E&G Advisors, LP 7
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 7
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 7
Modern Wealth Management, LLC 7
Curbstone Financial Management Corp 7
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 7
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 7
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 7
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 7
Argentarii, LLC 7
Pinnacle Wealth Advisors 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 7
Turtle Creek Wealth Advisors, LLC 7
Alpine Total Dynamic Dividend Fund 7
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 7
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 7
Bar Harbor Trust Services 7
EIINX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Opportunities Fund Class R6 7
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 7
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 7
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 7
VCULX - VALIC Co I - Growth Fund 7
Nuveen Multi-market Income Fund 7
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 7
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 7
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 7
AIA Group Ltd 7
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 7
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 7
Princeton Capital Management Llc 7
Alpine Series Trust 7
Torch Wealth Management LLC 7
Vivid Wealth Management, LLC 7
Czech National Bank 7
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 7
Penn Capital Management Co Inc 7
Bell Rock Capital Llc 7
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 7
GTFBX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Georgia Tax-Free Bond Fund 7
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 7
Strategic Capital Alternatives LLC 7
Lombard Odier & Cie (Canada), Limited Partnership 7
JS Capital Management LLC 7
Cubic Asset Management, LLC 7
Vision Financial Markets Llc 7
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 7
Mechanics Bank Trust Department 7
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 7
Morgan Stanley India Investment Fund, Inc. 7
Bank & Trust Co 7
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 7
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 7
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 7
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 7
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 7
Dockside LLC 7
Founders Financial Securities Llc 7
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 7
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 7
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 7
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 7
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 7
Hoese & Co LLP 7
S&t Bank/pa 7
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 7
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 7
Naples Global Advisors, Llc 7
Water Island Capital Llc 7
M&G Plc 7
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 7
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 7
UNIVEST FINANCIAL Corp 7
Capital Impact Advisors, LLC 7
Blue Capital, Inc. 7
BRASX - Blackrock Allocation Target Shares - Bats Series S 7
Fund Management at Engine No. 1 LLC 7
Financial Connections Group, Inc. 7
Rocky Mountain Advisers, Llc 7
Meramec Financial Planners, LLC 7
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 7
Green Owl Capital Management, LLC 7
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 7
Green Harvest Asset Management LLC 7
QGMIX - AQR Funds - AQR Global Macro Fund Class I 7
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 7
YHB Investment Advisors, Inc. 7
PCM Encore, LLC 7
Boston Common Asset Management, LLC 7
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 7
Delta Investment Management, LLC 7
Bear Mountain Capital, Inc. 7
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 7
Tyche Wealth Partners LLC 7
Landsberg, Bennett, & Dubbaneh LLC 7
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 7
MML Series Investment Fund II - MML Asset Momentum Fund Class II 7
Goodwin Investment Advisory 7
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 7
VestGen Advisors, LLC 7
Numina Capital Management, LLC 7
B & T Capital Management DBA Alpha Capital Management 7
Bronson Point Management LLC 7
Breakwater Capital Group 7
Ironsides Asset Advisors, LLC 7
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 7
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 7
Mountain Pacific Investment Advisers Inc/id 7
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 7
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 7
Mufg Securities Americas Inc. 7
JPICX - JPMorgan Trust I - JPMorgan California Tax Free Bond Fund Class I 7
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 7
Brewin Dolphin Wealth Management Ltd 7
Duquesne Family Office LLC 7
OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 7
Mcguire Capital Advisors Inc 7
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 7
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 7
Invst, LLC 7
Naples Money Management LLC 7
Piscataqua Savings Bank 7
Foster Group, Inc. 7
Kenfarb & Co. 7
Rakuten Investment Management, Inc. 7
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 7
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 7
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 7
Inlet Private Wealth, LLC 7
Level Financial Advisors, Inc. 7
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 7
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 7
First United Bank Trust/ 7
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 7
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 7
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 7
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 7
Azimuth Capital Investment Management LLC 7
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 7
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 7
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 7
Beese Fulmer Investment Management, Inc. 7
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 7
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 7
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 7
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 7
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 7
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 7
KEAT - EA Series Trust - Keating Active ETF 7
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 7
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 7
Sierra Capital LLC 7
Magnolia Capital Advisors Llc 7
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 7
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 7
Western Financial Corp/CA 7
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 7
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 7
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 7
LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A 7
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 7
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 7
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 7
Hardy Reed LLC 7
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 7
Df Dent & Co Inc 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 7
Profunds - Profund Vp Large-cap Growth 7
Semanteon Capital Management, LP 7
Roman Butler Fullerton & Co 7
VACVX - VALIC Co II - Large Cap Value Fund 7
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 7
Tuscan Ridge Asset Management Llc 7
Grandview Asset Management LLC 7
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 7
1 North Wealth Services Llc 7
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 7
Randolph Co Inc 7
Senator Investment Group LP 7
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 7
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 7
Meixler Investment Management, Ltd. 7
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 7
Turning Point Benefit Group, Inc. 7
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 7
Highfields Capital Management Lp 7
Argent Financial Group, Inc. 7
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 7
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 7
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 7
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 7
Western Asset Management Company, LLC 7
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N 7
Third Point LLC 7
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 7
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 7
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 7
Central Pacific Bank - Trust Division 7
Doheny Asset Management /ca 7
Federated Core Trust Ii 7
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 7
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 7
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 7
Allianz Se 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 7
Jabre Capital Partners S.A. 7
GOFIX - GMO TRUST - GMO Resources Fund Class III 7
Orleans Capital Management Corp/la 7
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 7
St Germain D J Co Inc 7
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 7
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 7
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 7
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 7
Parasol Investment Management, LLC 7
Energy Income Partners, LLC 7
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 7
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A 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
Onefund, Llc 7
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 7
CRA Financial Services, LLC 7
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 7
Dumont & Blake Investment Advisors Llc 7
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 7
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 7
Breakwater Investment Management 7
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 7
Canandaigua National Bank & Trust Co 7
Anchorage Capital Group, L.L.C. 7
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 7
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 7
Strategic Investment Advisors / MI 7
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 7
Cognios Capital, LLC 7
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 7
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 7
Costello Asset Management, INC 7
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 7
BRAMX - Blackrock Allocation Target Shares - Bats Series M 7
Mizuho Securities Usa Llc 7
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 7
Fedenia Advisers LLC 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 7
Hennion & Walsh Asset Management, Inc. 7
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 7
Charter Oak Capital Management, LLC 7
Bank of Jackson Hole Trust 7
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 7
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 7
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 7
Cedar Brook Financial Partners, LLC 7
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 7
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 7
Portolan Capital Management, LLC 7
Signature Resources Capital Management, LLC 7
Foster Dykema Cabot & Partners, Llc 7
Telemark Asset Management, LLC 7
Keystone Wealth Services, LLC 7
Clayton Financial Group LLC 7
FJ Investments, LLC 7
Mairs & Power Inc 7
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 7
SFY - Tidal ETF Trust - SoFi Select 500 ETF 7
Widmann Financial Services, Inc. 7
Aspect Partners, LLC 7
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 7
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 7
Birchbrook, Inc. 7
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 7
Intersect Capital LLC 7
Cutler Capital Management, LLC 7
Financial Synergies Wealth Advisors, Inc. 7
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 7
Marketocracy Funds 7
Filbrandt Wealth Management, LLC 7
Family Capital Trust Co 7
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 7
TruWealth Advisors, LLC 7
Reston Wealth Management Llc 7
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 7
Northwest Bancshares, Inc. 7
Prevail Innovative Wealth Advisors, Llc 7
Danske Bank A/s 7
Analyst IMS Investment Management Services Ltd. 7
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 7
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 7
Delta Global Management LP 6
BLUX - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Dynamic Total Market ETF 6
Financial Advisory Service, Inc. 6
Northside Capital Management, LLC 6
BINT - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Global Equity ETF 6
Center Coast Capital Advisors, LP 6
Martin Currie Ltd 6
Wunderlich Capital Managemnt 6
Cheyne Capital Management (UK) LLP 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
ID Management A/S 6
BLUC - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Core ETF 6
Van Cleef Asset Management,Inc 6
Private Asset Management Inc 6
Amarillo National Bank 6
Texas Capital Bancshares Inc/tx 6
Factory Mutual Insurance Co 6
Palo Capital, Inc. 6
CrossGen Wealth, LLC 6
IFLO - Victory Portfolios II - VictoryShares International Free Cash Flow ETF 6
New England Investment & Retirement Group, Inc. 6
Reynders McVeigh Capital Management, LLC 6
RiverFront Investment Group, LLC 6
Autus Asset Management, LLC 6
Sterling Global Strategies LLC 6
Hurley Capital, LLC 6
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF 6
TEXN - iSHARES TRUST - iShares Texas Equity ETF 6
Hartline Investment Corp/ 6
United Bank 6
Teilinger Capital Ltd. 6
MASTERINVEST Kapitalanlage GmbH 6
NINE MASTS CAPITAL Ltd 6
Wolf Group Capital Advisors 6
Westbourne Investment Advisors, Inc. 6
Capital Investment Counsel, Inc 6
Trust CO of the Ozarks 6
Northeast Financial Consultants Inc 6
United Financial Planning Group LLC 6
Covington Investment Advisors Inc. 6
Tiemann Investment Advisors, Llc 6
Town & Country Bank & Trust CO dba First Bankers Trust CO 6
Accredited Investors Inc. 6
Power Corp of Canada 6
Btr Capital Management Inc 6
iAB Financial Bank 6
Gibson Wealth Advisors LLC 6
Summit Financial Wealth Advisors, LLC 6
Mirador Capital Partners LP 6
Berkshire Asset Management Llc/pa 6
Cape Cod Five Cents Savings Bank 6
Provenance Wealth Advisors, LLC 6
Wilen Investment Management Corp. 6
Ulland Investment Advisors, LLC 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
Bellecapital International Ltd. 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
Pinnacle Wealth Management, LLC 6
Forester Capital Management, LTD 6
Sentinel Asset Management, Inc. 6
Douglas C. Lane & Associates, Inc. 6
Yakira Capital Management, Inc. 6
Argent Trust Company, N.a. 6
Smith, Salley & Associates 6
Jamison Eaton & Wood Inc /nj 6
Bank of Kentucky, Inc. 6
Gibraltar Capital Management, Inc. 6
Wcm Investment Management, Llc 6
Summit Wealth Group Llc / Co 6
Wood Asset Management Inc 6
Affinity Wealth Management Llc 6
Elequin Capital Lp 6
PARK CIRCLE Co 6
Lcnb Corp 6
Salient MF Trust 6
Traub Capital Management LLC 6
Abn Amro Investment Solutions 6
Kohlberg Kravis Roberts & Co. L.P. 6
Hiddenite Capital Partners LP 6
CMT Capital Markets Trading GmbH 6
Granite Investment Partners, LLC 6
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 6
Arlington Capital Management, Inc. 6
Brightworth 6
RMG Wealth Management LLC 6
CastleKnight Management LP 6
Uhlmann Price Securities, Llc 6
Elefante Michael B 6
Samsung Asset Management (New York), Inc. 6
Richard W. Paul & Associates, LLC 6
CTC Capital Management, LLC 6
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 6
Dominick & Dominick LLC 6
RKL Wealth Management LLC 6
Marshall & Sullivan Inc /wa/ 6
Spectrum Asset Management, Inc. (NB/CA) 6
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 6
Godshalk Welsh Capital Management, Inc. 6
Regatta Capital Group, Llc 6
Ally Financial Inc. 6
Options Solutions, Llc 6
Capital Planning Advisors, LLC 6
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 6
LVZ Advisors, Inc. 6
Bocage Capital, LLC 6
Pring Turner Capital Group Inc 6
Guardian Capital Advisors Lp 6
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 6
Wealth Management Associates, Inc. 6
Suvretta Capital Management, Llc 6
Capricorn Fund Managers Ltd 6
Lumina Fund Management LLC 6
Clearbridge, Llc 6
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 6
Frec Markets, Inc. 6
Kelly Lawrence W & Associates Inc/ca 6
Teewinot Capital Advisers, L.L.C. 6
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 6
NWF Advisory Services Inc. 6
Manatuck Hill Partners, LLC 6
OneAscent Investment Solutions LLC 6
Ccm Investment Group, Llc 6
Orbitronix, LP 6
Stelac Advisory Services LLC 6
Pandora Wealth, Inc. 6
Private Wealth Advisors, Inc. 6
Zweig Advisers Llc 6
Taika Capital, LP 6
Gardner Russo & Quinn Llc 6
Spectrum Advisory Services Inc 6
MJT & Associates Financial Advisory Group, Inc. 6
Eagle Strategies LLC 6
Congress Asset Management Co /ma 6
Ray Gerald L & Associates Ltd 6
Schnieders Capital Management Llc 6
Physicians Financial Services, Inc. 6
Deimos Asset Management LLC 6
NorthAvenue LLC 6
Quattro Advisors LLC 6
Barnes Dennig Private Wealth Management LLC 6
Shoker Investment Counsel, Inc. 6
Huntleigh Advisors, Inc. 6
Greenline Wealth Management LLC 6
Teachers Insurance & Annuity Association Of America 6
Friess Associates Llc 6
Portus Wealth Advisors, LLC 6
Sonora Investment Management Group, LLC 6
Catapult Capital Management Llc 6
Premier Fund Managers Ltd 6
VCRM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Core Tax-Exempt Bond ETF ETF Shares 6
Saxon Interests, Inc. 6
Valley National Bancorp 6
First Citizens Bancorporation Inc 6
Morton Brown Family Wealth, LLC 6
Joseph Group Capital Management 6
Vermillion Asset Management LLC 6
Telluride Asset Management LLC 6
WCG Management, L.P. 6
Marathon Capital Management 6
Soroban Capital Partners LP 6
Cascade Investment Advisors, Inc. 6
Nicholas Hoffman & Company, LLC. 6
Bridgewater Advisors Inc. 6
Rock Creek Group, LP 6
Stanford Investment Group, Inc. 6
Clearwater Capital Advisors, LLC 6
Asset Planning Services, Ltd. 6
Aveo Capital Partners, LLC 6
Radnor Capital Management, LLC 6
Key Square Capital Management LLC 6
WP Advisors, LLC 6
CarsonAllaria Wealth Management, Ltd. 6
DLD Asset Management, LP 6
Virtus Alternative Investment Advisers, Inc. 6
Siena Capital Llc 6
Blenheim Capital Management, BV 6
LeJeune Puetz Investment Counsel LLC 6
Capital A Wealth Management, LLC 6
Shepherd Financial Partners LLC 6
Flaharty Asset Management, LLC 6
PHH Investments, Ltd. 6
New Perspective Fund 6
NLB Skladi, upravljanje premozenja, d.o.o. 6
Elkhorn Investments, LLC 6
Dunvegan Associates, Inc. 6
Merited Wealth, LLC 6
Vivaldi Capital Management, LLC 6
First Financial Equity Corporation 6
Gilbert & Cook, Inc. 6
Peak Capital Management Llc 6
Delta Lloyd Asset Management N.v. 6
Garner Asset Management Corp 6
Ackerman Capital Advisors, LLC 6
Pinnacle Family Advisors, LLC 6
Evolution Advisers, Inc. 6
Security National Bank 6
Sompo Japan Nipponkoa Asset Management Co.,ltd. 6
Landaas & Co /wi /adv 6
Alan B. Lancz & Associates, Inc. 6
Rainier Investment Management Mutual Funds 6
Greenfield Seitz Capital Management, LLC 6
Schmidt P J Investment Management Inc 6
Carson Advisory Inc. 6
Claymore Exchange-traded Fund Trust 2 6
Barry Investment Advisors, LLC 6
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 6
Bill Few Associates, Inc. 6
Invesco Value Municipal Income Trust 6
Sandy Cove Advisors, LLC 6
Quadrant Private Wealth Management, LLC 6
Prospector Partners Llc 6
Naviter Wealth, LLC 6
Fsb Premier Wealth Management, Inc. 6
Perfromance Wealth Partners, LLC 6
Maryland Capital Advisors Inc. 6
Peterson Wealth Services 6
Carmel Capital Partners, LLC 6
Talon Private Wealth, LLC 6
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 6
Parvin Asset Management, LLC 6
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 6
Allianzgi Convertible & Income Fund Ii 6
Allianzgi Convertible & Income Fund 6
Tema Etfs Llc 6
Oppenheimer Corporate Bond Fund 6
Nuveen Credit Strategies Income Fund 6
Biondo Investment Advisors, LLC 6
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 6
Putnam Investors Fund 6
PayPay Securities Corp 6
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 6
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 6
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 6
Blackrock Municipal 2030 Target Term Trust 6
Groupe la Francaise 6
Van Den Berg Management I, Inc 6
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 6
PMV Capital Advisers, LLC 6
Highland Capital Management Fund Advisors, L.p. 6
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 6
Kavilco Inc/wa/ 6
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 6
Gabelli Equity Trust Inc 6
Barings Corporate Investors 6
Oppenheimer Integrity Funds 6
Goodman Financial Corp 6
Evergreen Wealth Solutions, LLC 6
Wildermuth Endowment Strategy Fund 6
FS Series Trust - FS Market Neutral Fund Class I 6
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 6
Fieldview Capital Management, LLC 6
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 6
Crestmont Private Wealth LLC 6
Eaton Vance Tax-managed Buy-write Opportunities Fund 6
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 6
Core Bond Portfolio - Core Bond Portfolio 6
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 6
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 6
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 6
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 6
American Funds Fundamental Investors 6
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 6
Bearing Point Capital, Llc 6
Trust Co Of Virginia /va 6
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 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
Studio Investment Management Llc 6
Jnl Strategic Income Fund Llc 6
Harris Associates L P 6
Kercheville Advisors, LLC 6
Penbrook Management LLC 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
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 6
ARS Wealth Advisors Group, LLC 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
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 6
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 6
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 6
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 6
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 6
Utc North American Fund, Inc. 6
Liberty All Star Equity Fund 6
Lazard World Dividend & Income Fund, Inc. 6
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 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
Montecito Bank & Trust 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
Canal Insurance CO 6
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 6
Deutsche Strategic Income Trust 6
AssuredPartners Investment Advisors, LLC 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
Sava Infond d.o.o. 6
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 6
Western Asset Municipal Defined Opportunity Trust Inc. 6
Crowley Wealth Management, Inc. 6
Mfs Government Markets Income Trust 6
My Personal CFO, LLC 6
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 6
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 6
Susquehanna Trust & Investment Co 6
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 6
Generali Investments, Management Co LLC 6
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 6
Short Duration High Income Portfolio - Short Duration High Income Portfolio 6
Ada Investment Management, LP 6
Stone Ridge Trust Iii 6
Oppenheimer Global Multi-asset Growth Fund 6
Oppenheimer Rising Dividends Fund 6
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 6
Selway Asset Management 6
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 6
Flagship Wealth Advisors, Llc 6
Empirical Asset Management, LLC 6
Generali Asset Management SPA SGR 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
Greykasell Wealth Strategies, Inc. 6
Mfs Special Value Trust 6
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 6
Lansing Street Advisors 6
one8zero8, 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
Accident Compensation Corp 6
VVMCX - VALIC Co I - Mid Cap Value Fund 6
IFC & Insurance Marketing, Inc. 6
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 6
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 6
Greenwood Gearhart Inc 6
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 6
Country Club Bank /gfn 6
Aldebaran Financial Inc. 6
Beach Investment Management, LLC. 6
Alpine Global Dynamic Dividend Fund 6
Chung Wu Investment Group, LLC 6
Emfo, Llc 6
Synergy Investment Management, LLC 6
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 6
Hickory Point Bank & Trust 6
Y.D. More Investments Ltd 6
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 6
Guggenheim Energy & Income Fund 6
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 6
BankPlus Trust Department 6
Relative Value Fund 6
Athena Investment Management 6
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 6
Franklin Ltd Duration Income Trust 6
PTAEX - PUTNAM TAX EXEMPT INCOME FUND - PUTNAM TAX EXEMPT INCOME FUND Class C Shares 6
Doubleline Income Solutions Fund 6
Spartan Planning & Wealth Management 6
Western Asset High Income Opportunity Fund Inc. 6
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 6
Western Asset Variable Rate Strategic Fund Inc. 6
MBA Advisors LLC 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
Elliott Management Corporation 6
Abc Arbitrage Sa 6
Underlying Funds Trust 6
Pacholder High Yield Fund Inc 6
Asset Planning,Inc 6
Blackrock Cori Funds 6
PrairieView Partners, LLC 6
Wealthstreet Investment Advisors, LLC 6
SageGuard Financial Group, LLC 6
Signition Lp 6
LexAurum Advisors, LLC 6
Gilpin Wealth Management, Llc 6
Uncommon Cents Investing LLC 6
Barr E S & Co 6
X-Square Capital, LLC 6
Compass Financial Services Inc 6
Congress Park Capital LLC 6
Lucia Wealth Services, Llc 6
Hamilton Capital, LLC 6
Fluent Financial, LLC 6
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 6
DiMeo Schneider & Associates, L.L.C. 6
YANKCOM Partnership 6
Capital International Sarl 6
Beryl Capital Management LLC 6
Capital International Ltd /ca/ 6
G&S Capital LLC 6
MainStreet Investment Advisors LLC 6
High Point Bank & Trust Co 6
Pfs Investments Inc. 6
Better Money Decisions, LLC 6
SYM FINANCIAL Corp 6
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 6
Mcmillion Capital Management Inc 6
North Point Portfolio Managers Corp/oh 6
Compton Capital Management Inc /ri 6
Chicago Capital, LLC 6
Elmwood Wealth Management, Inc. 6
KC Investment Advisors, LLC 6
Braun-Bostich & Associates Inc. 6
Precision Wealth Strategies, LLC 6
Cynosure Advisors, Llc 6
Decker Retirement Planning Inc. 6
JGP Wealth Management, LLC 6
Providence Wealth Advisors, LLC 6
Board of the Pension Protection Fund 6
Red Cedar Investment Management, Llc 6
Sunrise Financial Services, LLC 6
Farr Miller & Washington Llc/dc 6
RMCA - Tidal Trust III - Rockefeller California Municipal Bond ETF 6
Nkcfo Llc 6
Hayden Royal, Llc 6
Signet Investment Advisory Group, Inc. 6
Cordatus Wealth Management LLC 6
Angeles Investment Advisors, LLC 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
SlateStone Wealth, LLC 6
Little House Capital Llc 6
Havemeyer Place LP 6
O'Shares Investment Advisers, LLC 6
Outlook Wealth Advisors, LLC 6
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 6
Alpha Quant Advisors, Llc 6
Covenant Partners, LLC 6
Biltmore Capital Advisors LLC 6
Financial Insights, Inc. 6
Van Leeuwen & Company, LLC 6
Everhart Financial Group, Inc. 6
Legacy Wealth Asset Management, LLC 6
Opseu Pension Plan Trust Fund 6
Jupiter Wealth Management LLC 6
Cushing Etf Trust 6
Fort Sheridan Advisors Llc 6
Waddell & Associates, Llc 6
SCS Capital Management LLC 6
Requisite Capital Management, LLC 6
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 6
First National Corp /ma/ /adv 6
Matrix Trust Co 6
Employers Holdings, Inc. 6
Shilanski & Associates, Inc. 6
Clear Creek Financial Management, LLC 6
Guggenheim Equal Weight Enhanced Equity Income Fund 6
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 6
SBI Okasan Asset Management Co.Ltd. 6
Legacy Wealth Managment, LLC/ID 6
Orser Capital Management, Llc 6
American Alpha Advisors, LLC 6
Alpine Bank Wealth Management 6
HBW Advisory Services LLC 6
Principle Wealth Partners Llc 6
Curian Series Trust 6
Whitebox Mutual Funds 6
Concord Asset Management, LLC/VA 6
Isi Strategy Fund Inc 6
Nuveen Equity Premium Opportunity Fund 6
Winning Points Advisors, LLC 6
Baron Silver Stevens Financial Advisors, Llc 6
Gunderson Capital Management Inc. 6
Valley Brook Capital Group, Inc. 6
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 6
Tru Independence Asset Management 2, Llc 6
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 6
Encompass Wealth Advisors, Llc 6
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 6
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 6
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 6
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 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
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. American Franchise Fund Series I 6
Patron Partners Advisors, Llc 6
Capital Directions Investment Advisors, LLC 6
Argent Trust Co 6
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 6
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 6
Rand Wealth, Llc 6
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 6
Heritage Wealth Management, Inc. 6
Brown Financial Advisors 6
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 6
Hengehold Capital Management Llc 6
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 6
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 6
Budros, Ruhlin & Roe, Inc. 6
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 6
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 6
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 6
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 6
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 6
NSIDX - Northern Funds - Northern Small Cap Index Fund 6
Luken Investment Analytics, LLC 6
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 6
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 6
CGHM - Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF Share class 6
William B. Walkup & Associates, Inc. 6
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 6
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 6
Drucker Wealth 3.0, LLC 6
Fairscale Capital, LLC 6
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 6
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 6
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 6
FASWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Municipal Income Fund 6
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 6
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 6
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 6
Hardin Capital Partners, LLC 6
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 6
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 6
Wealthgarden F.s. Llc 6
Birinyi Associates Inc 6
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 6
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 6
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 6
Kerusso Capital Management LLC 6
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 6
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 6
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 6
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 6
Opus Investment Management Inc 6
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 6
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 6
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 6
Sourcerock Group LLC 6
Mirae Asset Securities (usa) Inc. 6
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 6
Saranac Partners Ltd 6
Engine No. 1 Llc 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
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 6
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 6
Tradition Capital Management Llc 6
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 6
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock High Yield Municipal Fund Investor A 6
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 6
Lynx Investment Advisory 6
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 6
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 6
Caz Investments Lp 6
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 6
Old Dominion Capital Management Inc 6
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 6
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 6
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 6
Resolute Advisors LLC 6
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 6
WFTAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intermediate Tax/AMT-Free Fund Class A 6
Larry Mathis Financial Planning, LLC 6
Bragg Financial Advisors, Inc 6
Verdad Advisers, LP 6
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 6
Sax Wealth Advisors, Llc 6
Distillate Capital Partners LLC 6
Cowen Prime Services LLC 6
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 6
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 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
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 6
Cadent Capital Advisors, LLC 6
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 6
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 6
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 6
Privium Fund Management (UK) Ltd 6
NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A 6
Traphagen Investment Advisors Llc 6
Edge Asset Management, Inc 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
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 6
Spirepoint Private Client, Llc 6
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 6
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 6
Retirement Guys Formula Llc 6
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 6
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 6
Eurizon SLJ Capital Ltd 6
Catalina Capital Group, LLC 6
Horizon Advisory Services, Inc. 6
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 6
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 6
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 6
Heritage Financial Services, 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
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 6
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 6
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 6
Madison Investment Holdings Inc 6
Accordant Advisory Group Inc 6
CFS Investment Advisory Services, LLC 6
Strategic Planning Group, Llc 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 6
Fideuram Asset Management (Ireland) dac 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
SFE Investment Counsel 6
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 6
Pacific Heights Asset Management Llc 6
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 6
ShoreHaven Wealth Partners, LLC 6
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 6
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 6
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 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
FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund 6
Mitchell & Pahl Private Wealth, 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
Mma Asset Management Llc 6
Sigma Investment Counselors Inc 6
Ables, Iannone, Moore & Associates, Inc. 6
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 6
Cobiz Investment Management, Llc 6
Baxter Bros Inc 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
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 6
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 6
Auxier Asset Management 6
PENN SERIES FUNDS INC - Developed International Index Fund 6
PENN SERIES FUNDS INC - Small Cap Index Fund 6
PENN SERIES FUNDS INC - Large Core Value Fund 6
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 6
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 6
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 6
Argyle Capital Management Inc. 6
OneAscent Wealth Management LLC 6
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 6
Seizert Capital Partners, Llc 6
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 6
Waterloo Capital, L.P. 6
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 6
Cadinha & Co Llc 6
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 6
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 6
Kavar Capital Partners Group, Llc 6
Phoenix Wealth Advisors 6
Holderness Investments Co 6
Goodwin Daniel L 6
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 6
RELIANCE TRUST Co 6
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 6
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 6
Cowa, Llc 6
Buffington Mohr McNeal 6
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 6
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 6
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 6
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 6
Geller Advisors LLC 6
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 6
Richard C. Young & CO., LTD. 6
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 6
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 6
nVerses Capital, LLC 6
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 6
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 6
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 6
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 6
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 6
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 6
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 6
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 6
Spectrum Wealth Counsel, LLC 6
United Advisor Group, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 6
Eads & Heald Wealth Management 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 6
DB Wealth Management Group, LLC 6
Pzena Investment Management 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
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 6
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 6
Midland Wealth Advisors Llc 6
PIMCO FUNDS - PIMCO Short Asset Portfolio 6
Canopy Partners, LLC 6
Holistic Planning, LLC 6
SIH Partners, LLLP 6
Capitolis Liquid Global Markets LLC 6
PCDIX - PIMCO FUNDS - PIMCO California Short Duration Municipal Income Fund Institutional 6
Boys Arnold & Co Inc 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
West Financial Advisors, LLC 6
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 6
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 6
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 6
Vermillion & White Wealth Management Group, LLC 6
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF 6
First Trust Investment Solutions L.P. 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
Steward Partners Investment Solutions, Llc 6
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 6
Clear Perspectives Financial Planning, LLC 6
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 6
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 6
Insight 2811, Inc. 6
Morris Retirement Advisors, LLC 6
IVC Wealth Advisors LLC 6
Warwick Investment Management, Inc. 6
IYVAX - IVY FUNDS - Ivy Value Fund Class A 6
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 6
Gold Investment Management Ltd. 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
Focus Financial Network Inc /adv 6
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 6
WMS Partners, LLC 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
Chesapeake Capital Corp /il/ 6
Court Place Advisors, LLC 6
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 6
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 6
Second Line Capital, LLC 6
NDVR, Inc. 6
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 6
USSTX - USAA MUTUAL FUNDS TRUST - Tax Exempt Short-Term Fund Shares 6
BARING ASSET MANAGEMENT Ltd 6
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 6
Fielder Capital Group LLC 6
Patrick M Sweeney & Associates, Inc 6
TrueWealth Advisors, LLC 6
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 6
Everpar Advisors Llc 6
Golden Green, Inc. 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
Centennial Wealth Advisory LLC 6
AJOVista, LLC 6
Schwartz Investment Counsel Inc 6
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 6
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 6
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 6
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 6
Profunds - Profund Vp Small-cap 6
Investment Partners, Ltd. 6
Profunds - Profund Vp Ultrasmall-cap 6
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 6
Sentry LLC 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
Cetera Trust Company, N.A 6
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 6
Gamble Jones Investment Counsel 6
Johnson Midwest Financial, LLC 6
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 6
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 6
MALGX - Mirae Asset Discovery Funds - Emerging Markets Fund Class A Shares 6
Fwl Investment Management, Llc 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 6
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 6
Journey Advisory Group, LLC 6
Fiduciary Group LLC 6
Aull & Monroe Investment Management Corp 6
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 6
Paragon Capital Management LLC 6
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 6
Miller Wealth Advisors, Llc 6
Arvest Investments, Inc. 6
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 6
Trueblood Wealth Management, LLC 6
IFC Holdings Incorporated/FL 6
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 6
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 6
Employees Provident Fund Board 6
Telos Capital Management, Inc. 6
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 6
Jamison Private Wealth Management, Inc. 6
Lowe Wealth Advisors, LLC 6
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 6
SMRI - EA Series Trust - Bushido Capital US Equity ETF 6
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF 6
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap 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
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 6
FLDBX - Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 6
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 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 - Emerging Markets Targeted Value Portfolio Institutional Class 6
ESFIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Fund INSTITUTIONAL CLASS SHARES 6
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 6
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 6
Fidelity D & D Bancorp Inc 6
North Dakota State Investment Board 6
Paragon Associates & Paragon Associates Ii Joint Venture 6
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 6
Select Equity Group, L.P. 6
Iberiabank Corp 6
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 6
Trifecta Capital Advisors, LLC 6
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 6
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 6
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 6
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 6
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 6
Horizon Financial Services, Llc 6
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 6
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 6
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 6
Delek Group, Ltd. 6
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 6
Allen Mooney & Barnes Investment Advisors LLC 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
Team Financial Group, LLC 6
KPP Advisory Services LLC 6
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 6
T. Rowe Price Investment Management, Inc. 6
Financiere des Professionnels - Fonds d,investissement inc. 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
Inr Advisory Services Llc 6
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 6
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 6
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 6
Peoples Bank/KS 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
JMSI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF 6
Nbw Capital Llc 6
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 6
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 6
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 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
Plan Group Financial, LLC 6
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 6
Braun Stacey Associates Inc 6
Quantum Financial Advisors, LLC 6
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 6
Thrivent Core Funds - Thrivent Core International Equity Fund 6
WCG Wealth Advisors LLC 6
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 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
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 6
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 6
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 6
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 6
Tulsa Wealth Advisors, INC 6
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 6
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 6
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 6
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 6
CGC Financial Services, LLC 6
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 6
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 6
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 6
Silvia Mccoll Wealth Management, Llc 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
ECML - EA Series Trust - Euclidean Fundamental Value ETF 6
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 6
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 6
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF 6
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 6
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 6
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 6
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 6
Axiom International Investors Llc /de 6
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 6
Pax World Management Llc 6
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 6
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 6
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 6
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 6
Indivisible Partners 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
Dearborn Partners Llc 6
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 6
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 6
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A 6
New Republic Capital, LLC 6
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 6
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 6
Coolidge Francis L 6
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 6
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 6
Anchyra Partners Llc 6
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 6
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 6
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 6
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 6
Lazari Capital Management, Inc. 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
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
SLPIX - Profunds - Small-cap Profund Investor Class 6
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 6
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 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
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 6
FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 6
3Chopt Investment Partners, LLC 6
Advisor OS, LLC 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 6
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 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
Titleist Asset Management, Llc 6
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 6
PCA Investment Advisory Services Inc. 6
Vertex One Asset Management Inc. 6
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 6
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 6
Scott & Selber, Inc. 6
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 6
Relyea Zuckerberg Hanson LLC 6
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 6
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 6
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 6
Quintet Private Bank (Europe) S.A. 6
Vinva Investment Management Ltd 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
BIP Wealth, LLC 6
Cornerstone Management, Inc. 6
MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund 6
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 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
Channel Wealth Llc 6
Maryland Capital Management 6
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 6
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 6
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 6
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 6
Wilkinson Ogrady & Co Inc /ny 6
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 6
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 6
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 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
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 6
Empire Financial Management Company, LLC 6
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 6
Authentikos Wealth Advisory, LLC 6
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 6
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 6
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 6
CXI Advisors 6
Grant Street Asset Management, Inc. 6
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 6
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 6
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 6
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 6
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 6
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 6
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 6
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 6
Prudent Man Advisors, LLC 6
Bbr Partners, Llc 6
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 6
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 6
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 6
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 6
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 6
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 6
Retirement Planning Group 6
Prostatis Group LLC 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
Milestone Investment Advisors LLC 6
VBCVX - VALIC Co I - Systematic Value Fund 6
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares 6
VCGEX - VALIC Co I - Emerging Economies Fund 6
PRVAX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Virginia Tax-Free Bond Fund 6
Greatmark Investment Partners, Inc. 6
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 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
Dakota Community Bank & Trust NA 6
Exos TFP Holdings LLC 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
Edmond De Rothschild Asset Management (france) 6
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 6
Clear Trail Advisors, LLC 6
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 6
First Commonwealth Financial Corp /pa/ 6
EWG Elevate Inc. 6
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 6
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 6
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 6
Delphi Management Inc /ma/ 6
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 6
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 6
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 6
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 6
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 6
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 6
Ruedi Wealth Management, Inc. 6
Stapp Wealth Management, Pllc 6
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 6
LaSalle St. Investment Advisors, LLC 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 6
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 6
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 6
BKF - iShares, Inc. - iShares MSCI BRIC ETF 6
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell 6
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 6
Silverlake Wealth Management Llc 6
Wealth Enhancement Trust Services, Inc. 6
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 6
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 6
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 6
Live Oak Investment Partners 6
BSMR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 6
Applied Finance Capital Management, LLC 6
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 6
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 6
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 6
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 6
NJ State Employees Deferred Compensation Plan 6
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 6
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 6
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 6
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 6
Canandaigua National Corp 6
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 6
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 6
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 6
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 6
Phillips Wealth Planners LLC 6
Briaud Financial Planning, Inc 6
Pavion Blue Capital, LLC 6
Gill Capital Partners, Llc 6
Capital Square, LLC 6
Hummer Financial Advisory Services Inc 6
Rowland Carmichael Advisors Inc /adv 6
Swift Run Capital Management, LLC 6
West Bancorporation Inc 6
Summit Wealth Group, LLC 6
Financial Freedom, LLC 6
Professional Financial Advisors, LLC 6
Mine & Arao Wealth Creation & Management, LLC. 6
Advanced Research Investment Solutions, Llc 6
Pinz Capital Management, LP 6
ASB Consultores, LLC 6
Mcintyre Freedman & Flynn Investment Advisers Inc 6
Lion Street Advisors, LLC 6
CWS Financial Advisors, LLC 6
Investment Research & Advisory Group, Inc. 6
Ntv Asset Management Llc 6
Asio Capital, LLC 6
Fiduciary Planning LLC 6
Core Wealth Advisors, Inc. 6
South Plains Financial, Inc. 6
Resonant Capital Advisors, LLC 6
PAX Financial Group, LLC 6
MADDEN SECURITIES Corp 6
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 6
Arista Wealth Management, LLC 6
Tanglewood Legacy Advisors, LLC 6
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 6
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 6
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I 6
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 6
Beta Wealth Group, Inc. 6
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 6
Endex Capital Management Llc 6
Financial Partners Group, LLC 6
Graham & Dodd Fund, Llc 6
HYA Advisors, Inc 6
E Fund Management (Hong Kong) Co., Ltd. 6
McGlone Suttner Wealth Management, Inc. 6
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 6
Auxano Advisors, LLC 6
XY Capital Ltd 6
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 6
Sharkey, Howes & Javer 6
Hgk Asset Management Inc 6
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 6
Atherton Lane Advisers, Llc 6
TIG Advisors, LLC 6
Colrain Capital Llc 6
Ion Asset Management Ltd. 6
Inverness Counsel Llc /ny/ 6
Maple Capital Management, Inc. 6
Fore Research & Management, LP 6
McKinley Carter Wealth Services, Inc. 6
Cassaday & Co Wealth Management LLC 6
American Trust Investment Advisors, LLC 6
Marathon Asset Management Lp 6
Granite Investment Advisors, LLC 6
Annex Advisory Services, LLC 6
Flossbach Von Storch Ag 6
Fort Pitt Capital Group, Llc 6
Bennicas & Associates, Inc. 6
Strive Financial Group ,LLC 6
Jolley Asset Management, LLC 6
Prosperity Bancshares Inc 6
Farmers Trust Co 6
Litman Gregory Asset Management LLC 6
Oakwood Capital Management Llc/ca 6
Appleton Partners Inc/ma 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 5
Emprise Bank 5
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 5
Cincinnati Insurance Co 5
Addison Capital Co 5
Nordwand Advisors, LLC 5
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 5
Summitry Llc 5
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 5
Cerro Pacific Wealth Advisors LLC 5
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 5
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 5
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 5
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 5
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 5
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 5
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 5
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 5
Jade Capital Advisors, LLC 5
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 5
Franklin Street Advisors Inc /nc 5
Sterling Financial Planning, Inc. 5
Timber Creek Capital Management LLC 5
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 5
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 5
Charles Schwab Trust Co 5
Schwarz Dygos Wheeler Investment Advisors Llc 5
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 5
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 5
Blue Square Asset Management, Llc 5
Goldstone Financial Group, LLC 5
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 5
PGIM Short Duration High Yield Opportunities Fund 5
American Financial Group Inc 5
American Fidelity Dual Strategy Fund Inc 5
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 5
CATF - AMERICAN CENTURY ETF TRUST - American Century California Municipal Bond ETF 5
Mastrapasqua Asset Management Inc 5
Tripletail Wealth Management, LLC 5
Db-x Exchange-traded Funds Inc. 5
waypoint wealth counsel 5
First Washington CORP 5
Westfuller Advisors, LLC 5
Optivise Advisory Services LLC 5
Everstar Asset Management, LLC 5
Osborne Partners Capital Management, Llc 5
Advocate Group Llc 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 5
Bellevue Asset Management, Llc 5
Delta Financial Advisors Llc 5
Kemper Corp Master Retirement Trust 5
SHCDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Corporate Debt Fund Class I 5
B&l Asset Management Llc 5
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 5
Virtus Insight Trust 5
Purisima Funds 5
Legacy Investment Solutions, LLC 5
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 5
Fiduciary Services Corp/ga 5
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5
CR Intrinsic Investors, LLC 5
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 5
Tradition Asset Management Llc 5
Jacobsen Capital Management 5
Berkley W R Corp 5
O'Keefe Stevens Advisory, Inc. 5
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 5
Lokken Investment Group LLC 5
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 5
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 5
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 5
Sierra Summit Advisors Llc 5
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 5
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 5
JBJ Investment Partners, LLC 5
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 5
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 5
Zhang Financial LLC 5
Cutler Investment Counsel Llc 5
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 5
Relative Value Partners Group, LLC 5
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 5
Pettyjohn, Wood & White, Inc 5
Fundamentun, Llc 5
RDA Financial Network 5
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 5
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Corporate Multi-Sector Account Portfolio 5
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 5
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 5
RVW Wealth, LLC 5
Sage Rhino Capital Llc 5
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 5
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 5
Optas, LLC 5
Aegon Asset Management Uk Plc 5
Able Wealth Management LLC 5
Hohimer Wealth Management, Llc 5
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 5
Trinity Legacy Partners, LLC 5
Cypress Point Wealth Management, LLC 5
Laidlaw Wealth Management LLC 5
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 5
Tetrem Capital Management Ltd. 5
Foster Victor Wealth Advisors, LLC 5
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 5
Archetype Wealth Partners 5
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 5
R. G. Niederhoffer Capital Management Inc 5
O'Brien Greene & Co. Inc 5
Surevest, LLC 5
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 5
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 5
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 5
Sunpointe, LLC 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
Full Sail Capital, LLC 5
Howard Financial Services, Ltd. 5
Gyrus Investment Management Inc. 5
San Luis Wealth Advisors LLC 5
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 5
Capital Financial Planning, LLC 5
Noked Israel Ltd 5
Davidson Trust Co 5
White Pine Capital Llc 5
Argent Capital Management Llc 5
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 5
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 5
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 5
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 5
Ayalon Holdings Ltd. 5
Beirne Wealth Consulting Services, LLC 5
Dagco, Inc. 5
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 5
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 5
Morningstar Investment Management LLC 5
AlphaOne Investment Services, LLC 5
Volterra Technologies LP 5
Abundance Wealth Counselors 5
Barton Investment Management 5
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 5
Burford Brothers, Inc. 5
Mid-American Wealth Advisory Group, Inc. 5
Secured Retirement Advisors, Llc 5
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 5
North Square Investments Trust - North Square McKee Bond Fund Class I 5
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 5
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 5
Zevin Asset Management Llc 5
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class 5
Long Island Wealth Management, Inc. 5
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 5
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 5
Latitude Advisors, LLC 5
Sound View Wealth Advisors, Llc 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 5
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 5
Lantern Wealth Advisors, LLC 5
Quadcap Wealth Management, LLC 5
Oddo Bhf Asset Management Sas 5
Smith Chas P & Associates Pa Cpas 5
Lummis Asset Management, LP 5
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 5
Verus Financial Partners, Inc. 5
LKFIX - LKCM Funds - LKCM Fixed Income Fund 5
Arcadia Investment Advisors Llc 5
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 5
Hurlow Wealth Management Group, Inc. 5
CMG Global Holdings, LLC 5
ACSKX - American Century Investment Trust - Short Duration Fund C Class 5
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 5
Wambolt & Associates, LLC 5
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 5
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 5
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 5
Systematic Alpha Investments, LLC 5
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 5
Foster Dykema Cabot & Co Inc/ma 5
Torno Capital, Llc 5
Strategic Family Wealth Counselors, L.L.C. 5
Monarch Partners Asset Management LLC 5
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 5
Carroll Investors, Inc 5
PMNTX - PIMCO FUNDS - PIMCO National Intermediate Municipal Bond Fund Class A 5
Zega Financial, LLC 5
Florida Financial Advisors, Llc 5
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 5
Capital Advisors Wealth Management, LLC 5
Friedberg Investment Management 5
Bank Hapoalim Bm 5
Ilex Capital Partners (UK) LLP 5
Palouse Capital Management, Inc. 5
Kieckhefer Group Llc 5
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 5
Monte Financial Group, LLC 5
Christopher J. Hasenberg, Inc 5
Old Port Advisors 5
Van Strum & Towne Inc. 5
Andesa Financial Management Inc. 5
LFA - Lugano Financial Advisors SA 5
Syntax Advisors, Llc 5
Wealthstar Advisors, Llc 5
Cox Capital Mgt LLC 5
Locust Wood Capital Advisers, Llc 5
EnRich Financial Partners LLC 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 5
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 5
L.m. Kohn & Company 5
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 5
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 5
Athena Wealth Management, LLC 5
Aj Wealth Strategies, Llc 5
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 5
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 5
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 5
M.e. Allison & Co., Inc. 5
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 5
Vista Investment Management 5
Viawealth, Llc 5
Crescent Sterling, Ltd. 5
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 5
Avondale Wealth Management 5
Delap Wealth Advisory, Llc 5
F3Logic, LLC 5
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 5
Tealwood Asset Management Inc 5
FCG Investment Co 5
Campion Asset Management LLC 5
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 5
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 5
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 5
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 5
Cornell Pochily Investment Advisors, Inc. 5
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 5
Ar Asset Management Inc 5
Fosun International Ltd 5
Atlas Brown,Inc. 5
Aurora Financial Advisors, Llc 5
Vivaldi Opportunities Fund 5
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 5
Hutchinson Capital Management/ca 5
Wiser Advisor Group LLC 5
Windsor Group LTD 5
Sterling Manor Financial, LLC 5
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 5
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 5
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 5
Bainco International Investors 5
APCM Wealth Management for Individuals 5
Weil Company, Inc. 5
Capital Markets Trading UK LLP 5
Brooktree Capital Management 5
HoyleCohen, LLC 5
All Terrain Financial Advisors, LLC 5
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 5
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 5
Portfolio Design Labs, LLC 5
Silverleafe Capital Partners, LLC 5
Cooper/haims Advisors, Llc 5
Birchcreek Wealth Management, LLC 5
Jackson Wealth Management, LLC 5
Fairvoy Private Wealth, LLC 5
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 5
Legacy Financial Group LLC 5
Bell & Brown Wealth Advisors, Llc 5
Stablepoint Partners, LLC 5
Puzo Michael J 5
Khp Capital, Llc 5
Badgley Phelps & Bell Inc 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 5
Nan Shan Life Insurance Co., Ltd. 5
Catherine Avery Investment Management LLC 5
Mjp Associates Inc /adv 5
Vestpro Financial Partners, Inc. Dba Cpf Texas 5
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 5
DeDora Capital, Inc. 5
Arjuna Capital 5
Brown Miller Wealth Management, LLC 5
Loudon Investment Management, LLC 5
Louisbourg Investments Inc. 5
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 5
Keeler THomas Management LLC 5
Crossvault Capital Management LLC 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 5
Sanctuary Wealth Management, L.L.C. 5
American State Bank (Iowa) 5
ULTRA SERIES FUND - Core Bond Fund Class I 5
ULTRA SERIES FUND - High Income Fund Class I 5
New Century Financial Group, LLC 5
Mathes Company, Inc. 5
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 5
Touchstone Investment Trust 5
Biltmore Wealth Management, LLC 5
Crow Point Global Dividend Plus Fund 5
Putnam Fund For Growth & Income 5
Ardevora Asset Management LLP 5
Virtus Total Return Fund 5
Silphium Asset Management Ltd 5
BXM Wealth LLC 5
CFO4Life, L.P. 5
Henderson Global Funds 5
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 5
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 5
O'Neil Global Advisors, Inc. 5
Danda Trouve Investment Management, Inc. 5
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 5
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 5
Hedeker Wealth, LLC 5
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 5
Prescott Group Capital Management, L.l.c. 5
Ardsley Advisory Partners Lp 5
Gries Financial Llc 5
Palumbo Wealth Management LLC 5
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 5
Clarity Financial LLC 5
First Dallas Securities Inc. 5
Stonnington Group, Llc 5
EPIQ Capital Group, LLC 5
Regency Capital Management Inc.\DE 5
LMSFX - FEDERATED MUNICIPAL BOND FUND INC - FEDERATED MUNICIPAL BOND FUND INC Class A Shares 5
MRP Capital Investments, LLC 5
Tempus Wealth Planning, LLC 5
Ruane, Cunniff & Goldfarb Inc 5
Fagan Associates, Inc. 5
Pinnacle Advisory Group, Inc. 5
SeaTown Holdings Pte. Ltd. 5
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 5
VCI Wealth Management LLC 5
Eaton Vance Municipal Bond Fund 5
Portland Global Advisors LLC 5
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 5
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 5
Mechanics Financial Corp 5
Partners Wealth Management, Llc 5
Criterion Capital Advisors, Llc 5
Northeast Investment Management 5
Heartland Bank & Trust Co 5
Midwest Capital Advisors, LLC 5
Ivy High Income Opportunities Fund 5
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 5
SS&H Financial Advisors, Inc. 5
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 5
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 5
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 5
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 5
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 5
Rnc Capital Management Llc 5
AGRPX - Allianz Funds Multi-Strategy Trust - AllianzGI Multi Asset Income Fund P 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 5
Philip James Wealth Mangement, LLC 5
Tevis Investment Management 5
Smith Anglin Financial, LLC 5
Noble Wealth Management PBC 5
Purkiss Capital Advisors LLC 5
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 5
Custom Index Systems, Llc 5
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 5
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 5
Tcw Alternative Funds 5
Northstar Advisory Group, LLC 5
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 5
Gunpowder Capital Management, LLC dba Oliver Wealth Management 5
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 5
OHIO NATIONAL FUND INC - ON International Equity Portfolio 5
Western Asset High Income Fund Ii Inc. 5
Wells Fargo Multi-sector Income Fund 5
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 5
Western Asset Global Corporate Defined Opportunity Fund Inc. 5
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 5
Permanent Capital Management, LP 5
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 5
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 5
Oak Harvest Investment Services 5
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 5
Fragasso Group Inc. 5
Hopwood Financial Services, Inc. 5
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 5
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 5
Westshore Wealth, LLC 5
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 5
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 5
Impact Capital Partners LLC 5
S&co Inc 5
Jet Capital Investors L P 5
Entrust Financial Llc 5
Traveka Wealth, LLC 5
Spotlight Asset Group, Inc. 5
Tritonpoint Wealth, Llc 5
Dnp Select Income Fund Inc 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
LifePro Asset Management 5
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 5
Oppenheimer Equity Income Fund 5
Lewis Asset Management, LLC 5
Insight Inv LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 5
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 5
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 5
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 5
Oppenheimer Global Multi-asset Income Fund 5
Excalibur Management Corp 5
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 5
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 5
Waterway Wealth Management, LLC 5
Sunflower Bank, Na Wealth Management 5
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 5
Koesten, Hirschmann & Crabtree, INC. 5
Nuveen Quality Municipal Income Fund 5
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 5
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 5
Victory Institutional Funds 5
Klein Pavlis & Peasley Financial, Inc. 5
British Airways Pensions Investment Management Ltd 5
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund 5
Hendershot Investments Inc. 5
LongView Wealth Management 5
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 5
Hayek Kallen Investment Management 5
THAYX - TRANSAMERICA FUNDS - Transamerica High Yield Muni A 5
Oppenheimer Series Fund 5
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 5
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 5
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 5
Kennondale Capital Management LLC 5
North Forty Two & Co. 5
FTWO - EA Series Trust - Strive FAANG 2.0 ETF 5
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 5
Affinity Capital Advisors, LLC 5
Oak Harbor Wealth Partners, Llc 5
Investmark Advisory Group LLC 5
TOWER TRUST Co 5
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 5
BlackRock ETF Trust - BlackRock Large Cap Core ETF 5
Platform Technology Partners 5
Sentinel Group Funds Inc 5
Valtura Capital Partners LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Short-Term Municipal Bond Portfolio - Institutional Class 5
Runnymede Capital Advisors, Inc. 5
Argonautica Private Wealth Management, Inc 5
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 5
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 5
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 5
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 5
Guardian Partners Inc. 5
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 5
Western Asset Global High Income Fund Inc. 5
Richwood Investment Advisors, LLC 5
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 5
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 5
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 5
Mountain Hill Investment Partners Corp. 5
Graney & King, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Intermediate-Term Municipal Bond Portfolio Institutional Class Shares 5
Mfs Intermediate High Income Fund 5
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 5
Martin Investment Management, LLC 5
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 5
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 5
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 5
Duff & Phelps Select Energy Mlp Fund Inc. 5
SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A 5
Bristol John W & Co Inc /ny/ 5
Maridea Wealth Management LLC 5
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 5
Claudia M.p. Batlle, Crp (r) Llc 5
OneAscent Family Office, LLC 5
Tortoise Power & Energy Infrastructure Fund Inc 5
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 5
Bryce Point Capital, LLC 5
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 5
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 5
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 5
Garrison Asset Management, LLC 5
Capstone Financial Group, Inc. 5
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 5
RFG - Bristol Wealth Advisors, LLC 5
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 5
Cyrus J. Lawrence, LLC 5
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 5
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 5
Sterneck Capital Management, LLC 5
Verity & Verity, LLC 5
CGMRX - CGM TRUST - CGM Realty Fund 5
Asset Allocation & Management Company, LLC 5
BW Gestao de Investimentos Ltda. 5
Integrated Quantitative Investments LLC 5
Financial Advisory Group 5
Willow Street Advisors LLC 5
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 5
Seneschal Advisors, LLC 5
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 5
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 5
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 5
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 5
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 5
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 5
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 5
Granite Harbor Advisors, Inc. 5
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 5
Inverness Investment Group, LLC 5
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A 5
Cypress Wealth Advisors LLC 5
Threadgill Financial, Llc 5
Five Oceans Advisors 5
Taylor Wealth Management Partners 5
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
Ritter Daniher Financial Advisory LLC / DE 5
RIA Advisory Group LLC 5
AMZA - ETFis Series Trust I - InfraCap MLP ETF 5
Addenda Capital Inc. 5
MSH Capital Advisors LLC 5
Investment Research Partners LLC 5
GKV Capital Management Co., Inc. 5
US Asset Management LLC 5
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 5
Financial Security Advisor, Inc. 5
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 5
Trust For Advisor Solutions 5
Horizon Investment Services, LLC 5
Nearwater Capital Markets, Ltd 5
Payden & Rygel Investment Group 5
Jessup Wealth Management, Inc 5
Pimco California Municipal Income Fund Ii 5
Miller Global Investments, LLC 5
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 5
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 5
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 5
Capital Group Private Client Services, Inc. 5
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 5
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 5
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 5
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 5
Redwood Capital Management, Llc 5
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 5
FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund 5
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 5
Baupost Group Llc/ma 5
Strive Asset Management, LLC 5
Emerson Investment Management, Llc 5
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 5
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 5
Sentry Investments Corp. 5
Berkshire Hathaway Inc 5
My Legacy Advisors, LLC 5
Badgley Phelps Wealth Managers, LLC 5
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 5
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 5
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 5
JB Capital LLC 5
First Western Trust Bank 5
Kure Advisory, LLC 5
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 5
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 5
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 5
ROSS\JOHNSON & Associates LLC 5
Fortress Private Ledger, Llc 5
WFA Asset Management Corp 5
FSM Wealth Advisors, LLC 5
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 5
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 5
Gdl Fund 5
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 5
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 5
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 5
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 5
First National Advisers, LLC 5
Hibernia Wealth Partners, LLC 5
First National Bank of Hutchinson 5
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 5
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 5
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 5
Trutina Financial LLC 5
Castlekeep Investment Advisors Llc 5
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 5
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 5
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 5
Buckingham Capital Management, Inc. 5
Balboa Wealth Partners 5
Brooklands Fund Management Ltd 5
Holloway Wealth Management, LLC 5
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 5
Eaton Vance Floating-rate 2022 Target Term Trust 5
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 5
General Partner, Inc. 5
Clear Street Llc 5
LRT Capital Management, LLC 5
DVY - iSHARES TRUST - iShares Select Dividend ETF 5
BlackRock ETF Trust II - BlackRock Short-Term California Muni Bond ETF 5
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 5
Nuveen Nasdaq 100 Dynamic Overwrite Fund 5
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 5
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 5
IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF 5
Atlantic Private Wealth, LLC 5
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 5
Global Endowment Management, LP 5
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 5
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 5
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 5
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 5
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 5
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 5
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A 5
Bank Of Stockton 5
Legacy Capital Partners, Inc. 5
Alaska Permanent Capital Management 5
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 5
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 5
Olistico Wealth, LLC 5
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 5
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 5
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 5
Blackrock Muniyield California Fund, Inc. 5
Leigh Baldwin & Co., Llc 5
Armistice Capital, Llc 5
Accredited Wealth Management, LLC 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 5
Measured Risk Portfolios, Inc. 5
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 5
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 5
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 5
PTHAX - PUTNAM TAX FREE INCOME TRUST - Putnam Tax-Free High Yield Fund Class C Shares 5
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 5
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 5
Franklin Templeton ETF Trust - Franklin Income Focus ETF 5
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 5
Nuveen Short Duration Credit Opportunities Fund 5
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 5
Nuveen Floating Rate Income Opportunity Fund 5
Nuveen Floating Rate Income Fund 5
Nuveen Senior Income Fund 5
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 5
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 5
DGS Capital Management, LLC 5
Cohen Klingenstein LLC 5
Lbmc Investment Advisors, Llc 5
Mogy Joel R Investment Counsel Inc 5
Braver Wealth Management, LLC 5
Guidance Capital, Inc 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 5
Union Savings Bank 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
Gateway Advisory, LLC 5
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 5
Beacon Investment Advisors Llc 5
Benedict Financial Advisors Inc 5
Novem Group 5
Schrum Private Wealth Management LLC 5
Eaton Vance Tax Advantaged Dividend Income Fund 5
Ignite Planners, LLC 5
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 5
Multi-strategy Growth & Income Fund 5
Orca Investment Management, LLC 5
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 5
New Century Investment Management, Inc 5
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 5
Alleghany Corp /de 5
Voya Prime Rate Trust 5
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 5
PIMCO FUNDS - PIMCO Sector Fund Series - I 5
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 5
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 5
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 5
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 5
PFW Advisors LLC 5
Sweet Financial Partners, LLC 5
Cross Staff Investments Inc 5
Pinnacle Private Wealth, LLC 5
Seven Mile Advisory 5
Elevatus Welath Management 5
SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A 5
Connective Portfolio Management, LLC 5
Sovereign Investment Advisors, LLC 5
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 5
Kingdom Financial Group LLC. 5
PRIHX - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. 5
PharVision Advisers, LLC 5
Private Harbour Investment Management & Counsel, LLC 5
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 5
Wealth Effects Llc 5
Oppenheimer Main Street Funds 5
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 5
Aquire Wealth Advisors, LLC 5
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 5
Ameliora Wealth Management Ltd. 5
MD Financial Management Inc. 5
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 5
Key Client Fiduciary Advisors, LLC 5
Rushmore Investment Advisors, Inc. 5
Quantedge Capital Pte Ltd 5
Evanson Asset Management, LLC 5
Epstein & White Financial LLC 5
UBP Investment Advisors SA 5
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 5
HSBC FUNDS - HSBC High Yield Fund Class A 5
City National Bank Of Florida /msd 5
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 5
Strategies Wealth Advisors, LLC 5
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 5
Capital Group KKR Multi-Sector (plus) 5
Affiance Financial, LLC 5
Stiles Financial Services Inc 5
Knightsbridge Asset Management, Llc 5
Kennedy Investment Group 5
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 5
Ninepoint Partners LP 5
Gs Investments, Inc. 5
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF 5
Beaton Management Co. Inc. 5
Amussen Hunsaker Associates Llc 5
Greenup Street Wealth Management Llc 5
Parr Mcknight Wealth Management Group, Llc 5
Independence Capital Asset Partners, LLC 5
Regal Wealth Group, Inc. 5
Bel Air Investment Advisors Llc 5
Empyrean Capital Partners, LP 5
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 5
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 5
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 5
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 5
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 5
Summit Financial Group, Inc. 5
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 5
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 5
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 5
Fidgeon Timothy F 5
Noked Capital LTD 5
Watermark Asset Management, Inc. 5
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 5
Dimension Capital Management Llc 5
440 Investment Group, Llc 5
New Century Advisors, LLC 5
CCSTX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Short-Term Municipal Fund Share class 5
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 5
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 5
Northstar Wealth Partners LLC 5
Family Legacy, Inc. 5
Findlay Park Partners LLP 5
Schnieders Capital Management, Llc. 5
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 5
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 5
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 5
Southeast Asset Advisors Inc. 5
EagleClaw Capital Managment, LLC 5
Capital World Growth & Income Fund 5
NTB Financial Corp 5
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 5
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 5
Ewa, Llc 5
BERIX - Chartwell Funds - Berwyn Income Fund 5
ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A 5
SBB Research Group LLC 5
ABVAX - AB TRUST - AB Value Fund Class A 5
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 5
Lineweaver Wealth Advisors, LLC 5
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 5
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 5
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 5
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 5
HCR Wealth Advisors 5
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 5
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 5
Bristol Advisors, LLC 5
Camden National Bank 5
Klr Investment Advisors, Llc 5
Sumitomo Mitsui Financial Group, Inc. 5
Fullerton Fund Management Co Ltd 5
Abeille Asset Management Sa 5
Cypress Capital Management Llc 5
Quent Long Short Global Small Cap Fund, LP 5
Hanlon Investment Management, Inc. 5
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 5
Consolidated Portfolio Review Corp 5
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 5
ICENX - ICON FUNDS - ICON Energy Fund Class S 5
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 5
Tandem Investment Advisors, Inc. 5
Barrett & Company, Inc. 5
Legacy Capital Group California, Inc. 5
Perennial Advisors, LLC 5
Robertson Stephens Advisors Llc 5
Forza Wealth Management, LLC 5
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 5
OTA Financial Group L.P. 5
McCarthy Grittinger Financial Group, LLC 5
Forte Capital Llc /adv 5
Value Holdings Management Co. Llc 5
Scoggin Management Lp 5
Marvin & Palmer Associates Inc 5
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 5
Jasper Ridge Partners, L.P. 5
Canoe Financial LP 5
Blue Granite Capital, LLC 5
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 5
VR Advisory Services Ltd 5
AIEQ - ETF Managers Trust - AI Powered Equity ETF 5
Cornerstone National Bank & Trust Co 5
KRMA - Global X Funds - Global X Conscious Companies ETF 5
Harbor Advisors LLC 5
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 5
Teton Westwood Funds 5
CI Global Investments Inc. 5
Robinson Value Management, Ltd. 5
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 5
Etf Managers Group, Llc 5
Pvg Asset Management Corp 5
Connecticut Wealth Management, LLC 5
O'Brien Wealth Partners LLC 5
Guidant Wealth Advisors 5
Arthur Zaske & Associates, LLC 5
Westend Partners Lp 5
FASYX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Conservative Income Municipal Bond Fund 5
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 5
Copia Wealth Management 5
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 5
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 5
Norris Perne & French Llp/mi 5
Scotia Asset Management L.P. 5
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 5
Perryman Financial Advisory Inc /ad 5
Probity Advisors, Inc. 5
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 5
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 5
Security National Bank Of So Dak 5
DSG Capital Advisors, LLC 5
Staley Capital Advisers Inc 5
Archipel Asset Management AB 5
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 5
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 5
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 5
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 5
Harbert Fund Advisors, Inc. 5
Harvey Capital Management Inc 5
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 5
Halcyon Offshore Asset Management Llc 5
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 5
SMLAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Managed Municipal Bond Fund Class A 5
NOTAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Strategic High Yield Tax-Free Fund Class A 5
KAMES CAPITAL management Ltd 5
Wheatland Advisors Inc 5
Wisconsin Capital Management Llc 5
Alpine Partners USVI, LLC 5
Henrickson Nauta Wealth Advisors, Inc. 5
Fiduciary Asset Management Llc 5
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 5
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 5
Cabot Wealth Management Inc 5
Brady Family Wealth, Llc 5
Lau Associates Llc 5
Mcdaniel Terry & Co 5
Harfst & Associates, Inc. 5
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 5
American Beacon Advisors, Inc. 5
Baron Wealth Management LLC 5
Legacy Trust 5
Re Advisers Corp 5
Harbour Investment Management Llc 5
Renaissance Investment Group LLC 5
Next Level Private LLC 5
Pinnbrook Capital Management Lp 5
Primecap Management Co/ca/ 5
Acumen Wealth Advisors, LLC 5
Samlyn Capital, Llc 5
Stillwater Investment Management, LLC 5
NS Partners Ltd 5
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 5
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 5
Fusion Investment Group, LLC 5
Round Table Investment Management Company, Lp 5
Geduld E E 5
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 5
Cortland Advisers Llc 5
Cardinal Capital Management 5
Seneca Capital Investments, L.p. 5
Fft Wealth Management Llc 5
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 5
Investment House Llc 5
LaFleur & Godfrey LLC 5
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 5
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 5
Huber Capital Management LLC 5
Brookwood Investment Group LLC 5
Caliber Wealth Management, LLC / KS 5
Eos Management, L.P. 5
Merriman Wealth Management, LLC 5
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 5
Sitrin Capital Management LLC 5
Mandatum Life Insurance Co Ltd 5
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 5
American Independence Financial Services LLC 5
Werba Rubin Papier Wealth Management 5
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 5
ACSIX - Investment Managers Series Trust II - Arena Strategic Income Fund Class I Shares 5
Bridges Investment Counsel Inc/ 5
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 5
American National Bank & Trust Co /va/ 5
Bath Savings Trust Co 5
Cardinal Capital Management, Inc. 5
Copper Rock Capital Partners, LLC 5
VCSLX - VALIC Co I - Small Cap Index Fund 5
Lakewood Asset Management LLC 5
Connors Investor Services Inc 5
Pioneer Trust Bank N A/or 5
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 5
SEMDX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Emerging Markets Debt Fund Class I 5
Kovitz Investment Group, LLC 5
Cedar Capital, Llc 5
QTR Family Wealth, LLC 5
RBB FUND, INC. - Adara Smaller Companies Fund 5
ARGA Investment Management, LP 5
Community Bank & Trust, Waco, Texas 5
Astenbeck Capital Management LLC 5
TOWER TRUST & INVESTMENT Co 5
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 5
Corient IA LLC 5
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 5
SkyBridge Capital II, LLC 5
Permanens Capital L.P. 5
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 5
Essential Planning, LLC. 5
Twin Focus Capital Partners, Llc 5
AUERX - Unified Series Trust - Auer Growth Fund 5
Hefty Wealth Partners 5
JTFCX - JPMORGAN TRUST II - JPMorgan Tax Free Bond Fund Class C 5
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 5
Northwestern Mutual Investment Services Llc 5
Euclidean Technologies Management, LLC 5
Sapphire Star Partners LP 5
Guardian Wealth Advisors, Llc / Nc 5
Marshwinds Advisory Co 5
Community Trust & Investment Co 5
StrategIQ Financial Group, LLC 5
Coastal Bridge Advisors, LLC 5
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 5
Highland Private Wealth Management 5
Redmond Asset Management, LLC 5
Silicon Valley Capital Partners 5
Tanager Wealth Management LLP 5
Kingdon Capital Management, L.l.c. 5
Praetorian PR LLC 5
VMCVX - VALIC Co II - Mid Cap Value Fund 5
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 5
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 5
Mitchell Sinkler & Starr/pa 5
Estate Counselors, LLC 5
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 5
Valley Forge Asset Management, Llc 5
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 5
Argentiere Capital Ag 5
Rainier Investment Management Llc 5
Davidson Investment Advisors 5
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 5
Peoples Bank /oh 5
Creegan & Nassoura Financial Group, LLC 5
Princeton Portfolio Strategies Group LLC 5
Cresta Advisors, Ltd. 5
Thrive Wealth Management, LLC 5
Woodstock Corp 5
Warther Private Wealth, LLC 5
Wimmer Associates 1, Llc 5
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 5
Lipe & Dalton 5
Cfs, Llc 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 5
Smith & Howard Wealth Management, LLC 5
71 West Capital Partners 5
Edmond de Rothschild (Europe) 5
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 5
Ninety One SA (PTY) Ltd 5
Compass Financial Advisors Llc 5
WHV Investments, Inc. 5
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 5
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 5
SVA Wealth Management, LLC 5
Meridian Investment Counsel Inc. 5
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 5
Bouchey Financial Group Ltd 5
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 5
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 5
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 5
Majedie Asset Management Ltd 5
Avaii Wealth Management, Llc 5
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 5
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 5
Folger Nolan Fleming Douglas Capital Management, Inc 5
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 5
Kapstone Financial Advisors LLC 5
BSBE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 USD Emerging Markets Debt ETF 5
Grassi Investment Management 5
Newman Dignan & Sheerar, Inc. 5
Opal Capital Llc 5
AlphaQ Advisors LLC 5
Marketfield Asset Management LLC 5
DIVD - EA Series Trust - Altrius Global Dividend ETF 5
Rovida Advisors Inc. 5
TFB Advisors LLC 5
Supplemental Annuity Collective Trust of NJ 5
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 5
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 5
Barrington Strategic Wealth Management Group LLC 5
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5
CURCX - MAINSTAY FUNDS TRUST - MainStay Cushing Energy Income Fund Class C 5
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 5
Provident Wealth Management, LLC 5
Adams Hall Wealth Advisors, LLC 5
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 5
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 5
Vivaldi Asset Management, LLC 5
Campbell Newman Asset Management Inc 5
Taylor, Cottrill, Erickson & Associates, Inc. 5
Mill Capital Management, LLC 5
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 5
Torray Llc 5
Cliftonlarsonallen Wealth Advisors, Llc 5
Verde Servicos Internacionais S.A. 5
Confluence Wealth Management LLC 5
Hamlin Capital Management, LLC 5
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 5
Monarch Capital Management Inc/ 5
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 5
Kelman-Lazarov, Inc. 5
Oliver Luxxe Assets LLC 5
Tower Square Investment Management, Llc 5
Evelyn Partners Asset Management Ltd 5
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 5
Jd Capital Management Llc 5
Darrell & King Llc 5
LifeSteps Financial, Inc. 5
Aristeia Capital Llc 5
Meadow Creek Wealth Advisors Llc 5
Rowland & Co Investment Counsel/adv 5
Bridge Creek Capital Management LLC 5
Minot Wealth Management LLC 5
Bivin & Associates, Inc. 5
Wellesley Investment Partners, LLC 5
ICW Investment Advisors LLC 5
LOM Asset Management Ltd 5
Charter Research & Investment Group, Inc. 5
Townsend Asset Management Corp /nc/ /adv 5
Kleinwort Benson Investors Dublin Ltd 5
Stonebridge Financial Planning Group, LLC 5
Newtyn Management, LLC 5
Asset One Wealth Management LLC 5
Nuveen Municipal Credit Opportunities Fund 5
Nuveen High Income 2023 Target Term Fund 5
Highland Global Allocation Fund 5
Lifeworks Advisors, LLC 5
Chicago Capital Management, LLC 5
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 5
Aristotle Capital Management, LLC 5
Pecaut & Co. 5
Single Point Partners, LLC 5
BCS Wealth Management 5
Houlihan Financial Resource Group, Ltd. 5
Qp Wealth Management, Llc 5
Strategic Wealth Designers 5
Watson Rebecca 5
Carl Stuart Investment Advisor, Inc 5
Cascadia Advisory Services, LLC 5
Arbiter Partners Capital Management LLC 5
Marks Group Wealth Management, Inc 5
HAP Trading, LLC 5
Align Financial, LLC 5
HBC Financial Services, PLLC 5
Mattern Wealth Management LLC 5
Pentwater Capital Management LP 5
City Center Advisors, LLC 5
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 5
World Equity Group, Inc. 5
Nair Vinay 5
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 5
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 5
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 5
Sharp Financial Services, LLC 5
Fort Pitt Capital Group Inc 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 5
Buckhead Capital Management Llc 5
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 5
MBL Wealth, LLC 5
Chickasaw Capital Management Llc 5
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 5
Wilkins Investment Counsel Inc 5
Cardiff Park Advisors, Llc 5
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 5
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 5
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A 5
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 5
Ade, Llc 5
Onyx Bridge Wealth Group LLC 5
Woodward Diversified Capital, Llc 5
Keynote Financial Services Llc 5
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 5
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 5
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 5
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 5
Board of Trustees of The Leland Stanford Junior University 5
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 5
SummerHaven Investment Management, LLC 5
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 5
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 5
Amplify ETF Trust - Amplify AI Powered Equity ETF 5
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 5
Finivi Inc. 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
Chris Bulman Inc 5
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 5
Waterfront Wealth Inc. 5
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 5
Sugar Maple Asset Management, LLC 5
WHYDX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Municipal Bond Fund Administrator Class 5
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 5
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 5
Legacy Capital Wealth Partners, LLC 5
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 5
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 5
PACIFIC SELECT FUND - Inflation Strategy Portfolio Class I 5
Condor Capital Management 5
Curated Wealth Partners LLC 5
Wedgewood Investors Inc /pa/ 5
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 5
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 5
Coho Partners, Ltd. 5
Clear Point Advisors Inc. 5
Diversify Wealth Management, Llc 5
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 5
Wealth Dimensions Group, Ltd. 5
ADVANCED SERIES TRUST - AST Western Asset Emerging Markets Debt Portfolio 5
Parsec Financial Management, Inc. 5
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 5
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 5
Watts Gwilliam & Co., LLC 5
New Amsterdam Partners Llc/ny 5
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 5
Harrell Investment Partners, Llc 5
Members Capital Advisors Inc 5
Mosaic Financial Group, Llc 5
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 5
First Niagara Bank 5
D L Carlson Investment Group Inc 5
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 5
InTrack Investment Management Inc 5
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 5
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 5
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 5
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 5
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 5
Callahan Advisors, LLC 5
Summit Street Capital Management, LLC 5
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 5
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 5
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 5
Quadrature Capital LLP 5
New Covenant Trust Company, N.A. 5
Swedbank AB 5
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 5
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 5
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 5
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 5
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 5
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 5
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 5
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 5
NCATX - Northern Funds - Northern California Tax-exempt Fund 5
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 5
NCITX - Northern Funds - Northern California Intermediate Tax-exempt Fund 5
Beaumont Financial Advisors, LLC 5
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 5
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 5
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 5
Sequent Planning LLC 5
Passumpsic Savings Bank 5
Tiff Advisory Services Inc 5
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 5
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 5
Sienna Gestion 5
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 5
Rockport Wealth LLC 5
Brandes Investment Partners, Lp 5
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 5
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 5
Centennial Bank/AR/ 5
Custom Portfolio Group LLC 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 5
Game Plan Financial Advisors, LLC 5
Gratus Wealth Advisors, LLC 5
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 5
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 5
49 Wealth Management, Llc 5
Cambient Family Office, Llc 5
Channing Capital Management, LLC 5
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 5
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 5
General Electric Co 5
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 5
East Coast Asset Management, LLC. 5
Embree Financial Group 5
EHLS - Tidal Trust II - Even Herd Long Short ETF 5
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 5
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 5
West Michigan Advisors, Llc 5
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 5
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 5
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 5
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF 5
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 5
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 5
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 5
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 5
Jnl Series Trust - Jnl/wmc Value Fund (a) 5
Cannon Financial Strategists, Inc. 5
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF 5
Sage Private Wealth Group, Llc 5
Waverton Investment Management Ltd 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 5
Paulson & Co. Inc. 5
Marble Wealth, LLC 5
Spinnaker Trust 5
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 5
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 5
Fairway Wealth LLC 5
Networth Advisors, LLC 5
CQS Cayman LP 5
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 5
Cary Street Partners Asset Management Llc 5
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 5
Cheviot Value Management, LLC 5
LMG Wealth Partners, LLC 5
Lifetime Wealth Management P.C. 5
JBR Co Financial Management Inc 5
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund 5
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 5
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 4
Austin Private Wealth, LLC 4
Gabelli Global Utility & Income Trust 4
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 4
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I 4
First Trust Enhanced Equity Income Fund 4
Muzinich & Co., Inc. 4
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 4
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 4
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 4
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 4
HHG & Company, LLC 4
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 4
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 4
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 4
New Jersey Better Educational Savings Trust 4
Intrepid Capital Management Inc 4
Powers Advisory Group, LLC 4
Hamilton Point Investment Advisors, LLC 4
Iat Reinsurance Co Ltd. 4
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 4
Capital Insight Partners, Llc 4
Elkhorn Partners Limited Partnership 4
Monetary Solutions, Ltd 4
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 4
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 4
State Farm Mutual Automobile Insurance Co 4
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 4
Stock Portfolio - Stock Portfolio 4
Arthur M. Cohen & Associates, Llc 4
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 4
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 4
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 4
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 4
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 4
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 4
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 4
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 4
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 4
Retireful, LLC 4
Oak Hill Wealth Advisors, Llc 4
Alteri Wealth LLC 4
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A 4
Strategic Financial Services, Inc, 4
HMS Capital Management, LLC 4
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 4
Beacon Financial Advisory LLC 4
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 4
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 4
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 4
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 4
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 4
Paladin Advisory Group, LLC 4
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 4
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 4
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 4
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 4
Nuveen California Select Tax Free Income Portfolio 4
Davidson Kempner Capital Management Lp 4
Intrinsic Value Partners, LLC 4
Home Federal Bank Of Tennessee 4
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 4
Strategic Capital Group LLC 4
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 4
Lilley & Co 4
Levitt Capital Management LLC 4
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 4
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 4
Long Wharf Investors, Inc. 4
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 4
Renasant Bank 4
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 4
Northstar Financial Companies, Inc. 4
Highwater Wealth Management, LLC 4
Carl Domino Inc 4
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 4
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 4
FORH - ETF Opportunities Trust - Formidable ETF 4
CORDA Investment Management, LLC. 4
Cultivar Capital, Inc. 4
Marin Bay Wealth Advisors, LLC 4
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 4
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 4
Cambridge Financial Group, LLC 4
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 4
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 4
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 4
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 4
Dohj, Llc 4
Sl Advisors, Llc 4
Kayne Anderson Mlp Investment Co 4
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 4
Independence Advisors, LLC 4
GSTAX - Managed Portfolio Series - Principal Street High Income Municipal Fund Institutional Class 4
Tred Avon Family Wealth, Llc 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 4
SCTTX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay C Portfolio Class 2 4
BVAL - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Value ETF 4
Bankers Trust Co 4
Portola Group Inc /ca 4
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 4
Beacon Financial Strategies CORP 4
Thomaspartners, Inc. 4
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 4
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 4
Private Capital Management, LLC 4
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 4
Wealthspan Partners, Llc 4
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 4
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 4
Dopkins Wealth Management, Llc 4
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 4
Bay Rivers Group 4
North American Management Corp 4
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 4
Wood Investment Counsel LLC 4
Summit Asset Management, LLC 4
Washington State Investment Board 4
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 4
Boussard & Gavaudan Asset Management LP 4
Montchanin Asset Management, Llc 4
CG Asset Management LLC 4
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 4
Pullen Investment Management, LLC 4
Triton Wealth Management, PLLC 4
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 4
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 4
Northstar Group, Inc. 4
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 4
Nuveen Amt-free Municipal Credit Income Fund 4
Paragon Capital Management Inc 4
WealthTrust Asset Management, LLC 4
Glass Wealth Management Co LLC 4
Rayner & Haynor 4
Kolinsky Wealth Management, LLC 4
Alpine Associates Advisors 4
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 4
RUFF - ETF Opportunities Trust - Alpha Dog ETF 4
Cornerstone Select Advisors, LLC 4
Signature Financial Management, Inc. 4
Vanguard Morgan Growth Fund 4
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 4
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 4
AMJ Financial Wealth Management 4
Federated Core Trust III - Federated Project and Trade Finance Core Fund 4
Spring Capital Management, Llc 4
Madison Asset Management, LLC 4
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 4
Stratford Consulting, LLC 4
Mattern Capital Management, Llc 4
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 4
National Rural Electric Cooperative Association 4
Agate Pass Investment Management, LLC 4
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 4
Terra Nova Asset Management LLC 4
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 4
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 4
Lifestyle Asset Management, Inc. 4
Riverbend Wealth Management, LLC 4
DVYE - iShares, Inc. - iShares Emerging Markets Dividend ETF 4
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 4
Balter Liquid Alternatives, LLC 4
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 4
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 4
Robbins Farley Llc 4
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 4
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 4
Dillon & Associates Inc 4
Okabena Investment Services Inc 4
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 4
J2 Capital Management Inc 4
Prudent Man Investment Management, Inc. 4
Petra Financial Advisors Inc 4
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 4
LHIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia High Yield Municipal Fund Class A 4
Hugh Johnson Advisors LLC 4
Client 1st Advisory Group, Llc 4
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 4
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 4
Harvey Investment Co Llc 4
Oppenheimer Global High Yield Fund 4
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 4
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 4
Nuveen Intermediate Duration Municipal Term Fund 4
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 4
Davis-rea Ltd. 4
STXG - EA Series Trust - Strive 1000 Growth ETF 4
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 4
Moody Aldrich Partners Llc 4
PUTNAM FUNDS TRUST - Putnam Intermediate-Term Municipal Income Fund CLASS Y 4
Freemont Management S.A. 4
Albert D Mason Inc 4
Ken Stern & Associates, Inc. 4
Morris Capital Advisors, LLC 4
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 4
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 4
Lawood & Co 4
BlackRock ETF Trust - BlackRock Large Cap Value ETF 4
Investors Trust Inc 4
Nicolet Bankshares Inc 4
Highmount Capital, LLC 4
Delta Capital Management Llc 4
Karamaan Group, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 4
Disciplined Investors, L.L.C. 4
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund 4
Gallagher Capital Advisors, LLC 4
Moon Capital Management, LLC 4
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 4
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 4
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 4
Columbia Trust Co 01012016 4
Rather & Kittrell, Inc. 4
Surience Private Wealth Llc 4
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 4
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 4
Cherry Creek Investment Advisors, Inc. 4
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 4
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 4
Shayne & Co., Llc 4
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 4
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 4
Jnl Series Trust - Jnl/mellon International Index Fund (a) 4
Messner & Smith Theme Value Investment Management Ltd /ca/ 4
Centre Asset Management, LLC 4
Unified Investment Management 4
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 4
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 4
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 4
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 4
AGH Wealth Advisors, LLC 4
First National Bank & Trust Co Of Newtown 4
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 4
Wellspring Financial Advisors, LLC 4
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 4
BLGR - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Growth ETF 4
Arcus Capital Partners, LLC 4
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 4
Intelligence Driven Advisers, LLC 4
Sumit Capital, Llc 4
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 4
Dow Chemical Co /de/ 4
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 4
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 4
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 4
Sculati Wealth Management, LLC 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
Jnl Series Trust - Jnl/s&p 4 Fund (a) 4
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 4
LifeGoal Wealth Advisors 4
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 4
Good Steward Wealth Advisors,LLC 4
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 4
TAFI - AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF 4
Tributary Capital Management, LLC 4
Fairfield Financial Advisors, LTD 4
Ariadne Wealth Management, LP 4
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 4
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 4
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 4
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 4
Am Investment Strategies Llc 4
Allianzgi Equity & Convertible Income Fund 4
Sarasin & Partners LLP 4
Southport Management, L.l.c. 4
SDIV - Global X Funds - Global X SuperDividend ETF 4
Reliant Investment Management, LLC 4
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 4
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 4
Conquis Financial Llc 4
Post Resch Tallon Group Inc. 4
GURU - Global X Funds - Global X Guru Index ETF 4
DIV - Global X Funds - Global X SuperDividend U.S. ETF 4
Farmer Steven Patrick 4
Te Ahumairangi Investment Management Ltd 4
Crumly & Associates Inc. 4
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 4
Eaton Vance Short Duration Diversified Income Fund 4
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 4
Milestone Asset Management, Llc 4
Straight Path Wealth Management 4
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 4
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 4
Denver Wealth Management, Inc. 4
Nichols Asset Management LLC 4
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 4
EULAV Asset Management 4
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 4
Schulhoff & Co Inc 4
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 4
BWM Planning, LLC 4
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 4
Capital One Financial Corp 4
Bingham Private Wealth, Llc 4
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 4
Federated Project & Trade Finance Tender Fund 4
Legacy Financial Group, Inc. 4
Cura Wealth Advisors, Llc 4
Trajan Wealth LLC 4
Alphagen Securities Llc 4
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 4
DSC Advisors, L.P. 4
Legato Capital Management LLC 4
Sippican Capital Advisors 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
Cottage Street Advisors LLC 4
Texan Capital Management 4
HJEN - Direxion Shares ETF Trust - Direxion Hydrogen ETF 4
Schwerin Boyle Capital Management Inc 4
Acrisure Capital Management, LLC 4
Capstone Financial Advisors, Inc. 4
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 4
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 4
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 4
COLTX - COLUMBIA FUNDS SERIES TRUST I - Columbia Tax-Exempt Fund Class A 4
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 4
Birch Hill Investment Advisors LLC 4
Walter & Keenan Financial Consulting Co /mi/ /adv 4
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 4
Moreno Evelyn V 4
Argus Investors' Counsel, Inc. 4
Thomas Story & Son Llc 4
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 4
Cabot-Wellington, LLC 4
FAINX - MSS Series Trust - Fallen Angels Income Fund 4
Ksa Capital Management, Llc 4
Accretive Wealth Partners, LLC 4
R.m.sincerbeaux Capital Management Llc 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 4
Glenview State Bank Trust Dept. 4
McNamara Financial Services, Inc. 4
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 4
Cinque Partners Llc 4
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 4
D. E. Shaw Kalon Portfolios, L.L.C. 4
Lombard Odier Transatlantic, Limited Partnership 4
Advantage Alpha Capital Partners LP 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 4
Berkeley Capital Partners, LLC 4
Butensky & Cohen Financial Security, Inc 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 4
Sound Financial Strategies Group, LLC 4
5-to-15 Year Laddered Municipal Bond Portfolio - 5-to-15 Year Laddered Municipal Bond Portfolio 4
Walled Lake Planning & Wealth Management, Llc 4
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 4
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 4
von Borstel & Associates, Inc. 4
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 4
Joule Financial, LLC 4
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 4
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 4
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 4
Eaton Vance Tax-managed Diversified Equity Income Fund 4
Vista Cima Wealth Management LLC 4
NUCAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Intermediate Municipal Bond Fund Class A 4
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 4
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 4
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 4
Spinnaker Investment Group, LLC 4
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 4
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 4
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A 4
Indie Asset Partners, LLC 4
Boussard & Gavaudan Investment Management LLP 4
Financial & Tax Architects, LLC 4
SGLSX - Blackrock Funds - Blackrock Energy & Resources Portfolio Institutional 4
BATEX - Blackrock Allocation Target Shares - Bats Series E 4
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 4
Duncan Williams Asset Management, LLC 4
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 4
Edgemoor Investment Advisors, Inc. 4
Apeiron RIA LLC 4
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 4
Sanibel Captiva Investment Advisers, Inc. 4
Anderson Financial Strategies, LLC 4
Insight Advisors, LLC/ PA 4
John Hancock Tax-advantaged Global Shareholder Yield Fund 4
AA Financial Advisors, LLC 4
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 4
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 4
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 4
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 4
Pinpoint Asset Management Ltd 4
Greystone Managed Investments Inc. 4
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 4
FDURX - FIRST EAGLE FUNDS - First Eagle Short Duration High Yield Municipal Fund Class R6 4
Cumberland Partners Ltd 4
Wealth Group, Ltd. 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
Detalus Advisors, LLC 4
Punch & Associates Investment Management, Inc. 4
Convergence Financial, LLC 4
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 4
White Pine Investment CO 4
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 4
FirstPurpose Wealth LLC 4
Birch Financial Group, Llc 4
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 4
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 4
Alley Co LLC 4
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 4
Vertex Planning Partners, LLC 4
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 4
Guild Investment Management, Inc. 4
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 4
Third View Private Wealth, LLC 4
Catawba Capital Management /va 4
Mayfair Advisory Group, LLC 4
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 4
HIMYX - Victory Portfolios IV - Victory Pioneer High Income Municipal Fund Class Y 4
Foxby Corp. 4
Invenomic Capital Management LP 4
Violich Capital Management, Inc. 4
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 4
Center For Asset Management LLC 4
Bank OZK 4
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 4
10-15 Associates, Inc. 4
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 4
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 4
Lynch & Associates/in 4
Oppenheimer Main Street All Cap Fund 4
Advanced Series Trust - Ast Small-cap Value Portfolio 4
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 4
Thrive Capital Management, LLC 4
SLIM - Janus Detroit Street Trust - The Obesity ETF 4
Defined Wealth Management, Llc 4
Investment Advisory Services Inc /tx /adv 4
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 4
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 4
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 4
Steadtrust LLC 4
Ambassador Advisors, LLC 4
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 4
Nexus Investment Management ULC 4
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 4
WIREX - PFS FUNDS - Wireless Fund 4
Blackrock Real Asset Equity Trust 4
Blackrock Dividend Income Trust 4
Crux Wealth Advisors 4
Bull Street Advisors, LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class 4
Gmt Capital Corp 4
Aberdeen Wealth Management LLC 4
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 4
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 4
Gould Asset Management Llc /ca/ 4
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 4
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4
Border to Coast Pensions Partnership Ltd 4
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 4
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 4
Master Basic Value Llc 4
First International Bank & Trust 4
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
United Fire Group Inc 4
Girard Securities, Inc. 4
Gibbs Wealth Management 4
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 4
Cottonwood Capital Advisors, Llc 4
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 4
Matrix Asset Advisors Inc/ny 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 4
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 4
Laurel Grove Capital, LLC 4
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 4
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 4
1248 Management, LLC 4
Horizons Wealth Management 4
Fieldpoint Private Advisors, Inc 4
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 4
VCIEX - VALIC Co I - International Equities Index Fund 4
Fairman Group, LLC 4
Northwest Bank & Trust Co 4
Mainstream Capital Management LLC 4
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 4
Oxinas Partners Wealth Management LLC 4
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A 4
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 4
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 4
Archon Partners LLC 4
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 4
Trevor Stewart Burton & Jacobsen Inc 4
Kennebec Savings Bank 4
Freedom Wealth Alliance, 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
Lee Johnson Capital Management, Llc 4
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 4
Hendley & Co Inc 4
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6 4
MidAtlantic Capital Management, Inc. 4
Altavista Wealth Management, Inc. 4
Nuveen Municipal Value Fund Inc 4
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 4
Liberty One Investment Management, Llc 4
Howard Bailey Securities, Llc 4
TT Capital Management LLC 4
Hikari Power Ltd 4
Cohen Lawrence B 4
Aspen Grove Capital, LLC 4
Adamsbrown Wealth Consultants Llc 4
Accent Capital Management, LLC 4
Alpine Associates Management Inc. 4
First Fiduciary Investment Counsel, Inc. 4
NOINX - Northern Funds - Northern International Equity Index Fund 4
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 4
Arbor Wealth Management, LLC 4
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 4
Staar Investment Trust 4
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 4
Slagle Financial, LLC 4
Alerus Investment Advisors Corp 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 4
Leo Wealth, LLC 4
Chubb Corp 4
Gai Agility Income Fund 4
Silver Bridge Capital Management LLC 4
Gruss Capital Management LP 4
Gardner Lewis Asset Management L P 4
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 4
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 4
Mb, Levis & Associates, Llc 4
Astrantus Ltd 4
Stamina Capital Management Lp 4
Lincoln Capital LLC 4
Alta Capital Management Llc/ 4
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 4
Mindset Wealth Management, Llc 4
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 4
Berwyn Funds 4
A. D. Beadell Investment Counsel, Inc. 4
Davis Investment Partners, LLC 4
Smithbridge Asset Management Inc/de 4
Uniplan Investment Counsel, Inc. 4
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 4
Yarbrough Capital, LLC 4
Turas Capital Management LP 4
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 4
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 4
Pluribus Labs, LLC 4
West Chester Capital Advisors, Inc 4
TSP Capital Management Group, LLC 4
Titleist Asset Management, Ltd. 4
Rydar Equities, Inc. 4
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 4
Professional Advisory Services Inc 4
Hoertkorn Richard Charles 4
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 4
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 4
LIVR - EA Series Trust - Intelligent Livermore ETF 4
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 4
Wills Financial Group LLC 4
55 North Private Wealth, LLC 4
Rfg Holdings, Inc. 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 4
Brighthouse Funds Trust II - MFS Value Portfolio Class A 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 4
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 4
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 4
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 4
Rothschild & Co Wealth Management UK Ltd 4
Zenyatta Capital Management LP 4
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V 4
Cornerstone Capital, Inc. 4
Oneamerica Funds Inc 4
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 4
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 4
PENN SERIES FUNDS INC - Large Cap Value Fund 4
Texas Capital Funds Trust - Texas Capital Texas Oil Index ETF 4
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 4
Royal Capital Wealth Management, LLC 4
Longer Investments Inc. 4
CPA Asset Management LLC 4
Zazove Associates Llc 4
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 4
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 4
TMB Capital Partners, LLC 4
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 4
Core Wealth Partners LLC 4
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 4
Oppenheimer Equity Fund 4
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 4
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 4
Revisor Wealth Management LLC 4
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 4
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 4
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 4
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 4
Beacon Harbor Wealth Advisors, Inc. 4
Westhampton Capital, LLC 4
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 4
Counterweight Ventures, LLC 4
Solidarilty Wealth, LLC 4
Flat Footed LLC 4
Offit Capital Advisors Llc 4
VSL - ETF Series Solutions - Volshares Large Cap ETF 4
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 4
Krs Capital Management, Llc 4
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A 4
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 4
Cobler Capital Management, LLC 4
Key Capital Management, INC 4
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 4
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 4
Natixis ETF Trust - Natixis Gateway Quality Income ETF 4
TIHCX - TRANSAMERICA FUNDS - Transamerica International Value Class I2 4
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 4
Sherman Porfolios, Llc 4
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF 4
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 4
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 4
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 4
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 4
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 4
Private Capital Management Llc 4
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 4
Ramirez Asset Management, Inc. 4
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 4
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 4
Svenska Handelsbanken AB (publ) 4
Hi-Line Capital Management, LLC 4
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 4
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 4
Peirce Capital Management, LLC 4
Baldrige Asset Management LLC 4
ParenteBeard Wealth Management, LLC 4
ARS Wealth Advisors, LLC 4
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 4
Benchmark Investment Advisors LLC 4
Julex Capital Management, Llc 4
Centurion Wealth Management LLC 4
Karlinski Andrew C 4
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 4
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 4
Gq Asset Management, Llc 4
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 4
apricus wealth, LLC 4
Glassy Mountain Advisors, Inc. 4
Signet Management Usa, Llc 4
Icahn Carl C 4
QV Investors Inc. 4
Avenue 1 Advisors, LLC 4
Viking Global Investors Lp 4
MKT Advisors LLC 4
Brookmont Capital Management 4
Blackrock Enhanced International Dividend Trust 4
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 4
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 4
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 4
Invesco, Llc 4
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 4
Invenio Wealth Partners Llc 4
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 4
Prosperitas Financial LLC 4
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 4
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 4
Bluesphere Advisors, LLC 4
Proathlete Wealth Management Llc 4
Financial Management Network Inc 4
Honeywell International Inc 4
SAM Advisors, LLC 4
Waycross Partners, Llc 4
Global Thematic Partners, LLC 4
Enterprise Bank & Trust Co 4
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 4
Saddle Road Partners, LLC 4
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 4
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 4
Truepoint, Inc. 4
Doliver Advisors, Lp 4
ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF 4
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 4
JBF Capital, Inc. 4
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 4
Cue Financial Group, Inc. 4
Spero-smith Investment Advisers Inc /oh 4
Columbus Macro, LLC 4
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 4
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 4
Shorepoint Capital Partners LLC 4
Napier Park Global Capital (US) LP 4
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 4
Novak & Powell Financial Services, Inc. 4
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 4
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 4
Interactive Financial Advisors 4
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 4
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 4
Tolleson Wealth Management, Inc. 4
Retirement Financial Solutions, Llc 4
Bank Of Edwardsville 4
Oppenheimer Developing Markets Fund 4
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 4
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 4
Syntax Research, Inc. 4
Ratan Capital Management LP 4
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 4
Essex LLC 4
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 4
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 4
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 4
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 4
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 4
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF 4
Pinebridge Investments Llc 4
Stelliam Investment Management, Lp 4
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 4
Montage Investments, Llc 4
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 4
Jackson Thornton Asset Management, Llc 4
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 4
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 4
Broderick Brian C 4
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 4
Capital Advantage, Inc. 4
Colonial River Wealth Management, LLC 4
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 4
Mork Capital Management, LLC 4
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 4
Blue Edge Capital, LLC 4
J.P. Marvel Investment Advisors, LLC 4
Cs Mckee Lp 4
Noesis Capital Mangement Corp 4
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 4
United Bank, Inc. 4
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 4
Capital Market Strategies LLC 4
M. Kraus & Co 4
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 4
USMDX - Columbia Funds Series Trust II - Columbia Ultra Short Municipal Bond Fund Advisor Class 4
Harvest Management Llc 4
Campbell Capital Management Inc 4
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 4
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 4
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 4
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 4
Bernardo Wealth Planning LLC 4
ZynergyRetirementPlanningLLC 4
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 4
Aware Super Pty Ltd as trustee of Aware Super 4
Genworth Financial Inc 4
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares 4
Bard Financial Services, Inc. 4
Vigilare Wealth Management 4
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 4
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 4
Independence Trust CO 4
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 4
Hyman Charles D 4
GraniteShares Advisors LLC 4
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 4
Prentice Wealth Management LLC 4
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 4
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 4
Carlson Capital Management 4
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 4
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 4
Lion Point Capital, LP 4
Marque Millennium Capital Management Lcc 4
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 4
PCB Capital LLC 4
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 4
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 4
S Harris Financial Group, LLC 4
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 4
Moser Wealth Advisors, LLC 4
Oppenheimer Limited-term Bond Fund 4
King Investment Advisors Inc/tx 4
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 4
Artemis Wealth Advisors, LLC 4
Neumann Capital Management, LLC 4
Weik Capital Management 4
Inspirion Wealth Advisors, Llc 4
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 4
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 4
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 4
Capital Counsel Llc/ny 4
Iron Financial, LLC 4
Galvin, Gaustad & Stein, LLC 4
Manhattan West Asset Management, LLC 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 4
Turner Investments, L.p. 4
Caymus Capital Partners, L.P. 4
Wealthstream Advisors, Inc. 4
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 4
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES 4
Paladin Wealth, LLC 4
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 4
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 4
J. Team Financial, Inc. 4
Ostrum Asset Management U.s., Llc 4
MLPPX - Managed Portfolio Series - Tortoise MLP & Energy Infrastructure Fund Institutional Class Shares 4
Lehman & Derafelo Financial Resources LLC 4
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 4
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 4
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 4
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 4
Invesco Municipal Income Opportunities Trust 4
Harvest Capital Management Inc 4
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 4
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 4
Harvey Partners, LLC 4
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 4
Planning Solutions Group Llc 4
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 4
Financial Strategy Network, LLC 4
Agran Libbie 4
SeaBridge Investment Advisors LLC 4
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 4
Globe Life Inc. 4
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 4
Fairhaven Wealth Management, LLC 4
Sterling Wealth Management, Inc. 4
ERTS Wealth Advisors, LLC 4
SOL Capital Management CO 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 4
Genesee Capital Advisors, LLC 4
Lawson Kroeker Investment Management Inc/ne 4
FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A 4
Independent Investors Inc 4
SkyView Investment Advisors, LLC 4
Master's Wealth Management Inc. 4
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 4
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 4
Lumbard & Kellner, LLC 4
Woodburn R Robert Jr 4
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 4
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 4
Merchants' Gate Capital LP 4
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 4
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 4
Allied Investment Advisors, LLC 4
BUYN - USCF ETF Trust - USCF SummerHaven SHPEN Index Fund 4
Oracle Alpha Inc. 4
Apex Capital Management 4
Wafra Inc. 4
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 4
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 4
Independent Wealth Network Inc. 4
Fulcrum Capital LLC 4
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 4
Baltimore-Washington Financial Advisors Inc. 4
Ritter Daniher Financial Advisory, Llc 4
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 4
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 4
Norman Fields, Gottscho Capital Management, LLC 4
Dupree Financial Group, LLC 4
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 4
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 4
Neuberger Berman Mlp Income Fund Inc. 4
Ascent Wealth Partners, LLC 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 4
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 4
DoubleLine Yield Opportunities Fund 4
Viewpoint Investment Partners Corp 4
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 4
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 4
TrinityPoint Wealth, LLC 4
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4
Pasadena Private Wealth, LLC 4
Kuhn & Co Investment Counsel 4
OCTA - Tidal Trust II - Octane All-Cap Value Energy ETF 4
Per Stirling Capital Management, LLC. 4
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 4
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 4
CRZAX - MAINSTAY FUNDS TRUST - MainStay Cushing Renaissance Advantage Fund Class A 4
HTLF Bank 4
Townsend & Associates, Inc 4
Port Capital LLC 4
Arabesque Asset Management Ltd 4
Tower View Investment Management & Research LLC 4
Scott Marsh Financial, LLC 4
Win Advisors, Inc 4
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 4
Clarity Asset Management, Inc. 4
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 4
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 4
Kings Path Partners LLC 4
Bulltick Wealth Management, LLC 4
Objective Capital Management, LLC 4
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 4
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 4
Prairie Sky Financial Group LLC 4
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 4
Eight 31 Financial Llc 4
High Point Wealth Management, LLC 4
Pratt Collard Advisory Partners LLC 4
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 4
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 4
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 4
Sarver Vrooman Wealth Advisors 4
Winchester Group Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 4
LGT Fund Management Co Ltd. 4
Eagle Capital Appreciation Fund 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
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 4
Legacy Wealth Management, LLC / MS 4
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 4
Kesler, Norman & Wride, LLC 4
Aspire Growth Partners LLC 4
Garrison Point Advisors, Llc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 4
Granite Bay Wealth Management, LLC 4
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 4
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 4
SMART Wealth LLC 4
TPG Financial Advisors, LLC 4
Cincinnati Financial Corp 4
Econ Financial Services Corp 4
Shulman DeMeo Asset Management LLC 4
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 4
Spreng Capital Management, Inc. 4
Pimco California Municipal Income Fund 4
Brooks, Moore & Associates, Inc. 4
Gaddis Premier Wealth Advisors LLC 4
SDIVX - Stock Dividend Fund, Inc. - Stock Dividend Fund, Inc. 4
Country Fund Management 4
TDVFX - Investment Managers Series Trust - Towle Deep Value Fund 4
Euro Pacific Asset Management, LLC 4
Klaas Financial Asset Advisors, LLC 4
RM Financial Services, LLC 4
Mcglinn Capital Management Inc 4
Welch Capital Partners Llc/ny 4
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 4
United Income, Inc. 4
Enhancing Capital LLC 4
All Season Financial Advisors, Inc. 4
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 4
Pimco California Municipal Income Fund Iii 4
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 4
Lgl Partners, Llc 4
Broadleaf Partners, LLC 4
Nixon Peabody Trust Co 4
Ocean Capital Management, LLC 4
Arbor Trust Wealth Advisors, Llc 4
Roof Eidam & Maycock/adv 4
Family Legacy Financial Solutions, LLC 4
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 4
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 4
Pomelo Capital LLC 4
Ironwood Investment Counsel, LLC 4
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 4
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 4
Papp L Roy & Associates 4
Financially Speaking Inc 4
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 4
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 4
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 4
Bedel Financial Consulting Inc 4
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 4
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 4
Academy Capital Management Inc/tx 4
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 4
Stokes & Hubbell Capital Management, LLC 4
Turim 21 Investimentos Ltda. 4
Slate Path Capital LP 4
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 4
Fintrust Investment Advisory Services, Llc 4
Spurstone Advisory Services, LLC 4
Graham Capital Wealth Management, Llc 4
Cascade Investment Group, Inc. 4
Leverty Financial Group, LLC 4
Weather Gauge Advisory, LLC 4
KFA Private Wealth Group, LLC 4
Letson Investment Management, Inc. 4
Silver Coast Investments LLC 4
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class 4
Hotaling Investment Management, LLC 4
Altrius Capital Management Inc 4
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 4
Meridian Financial Partners LLC 4
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 4
Montrusco Bolton Investments Inc. 4
Reitz Capital Advisors LLC 4
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 4
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 4
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 4
Plimoth Trust Co Llc 4
RSSL - Global X Funds - Global X Russell 2000 ETF 4
Financial Network Wealth Management LLC 4
JACKSON VARIABLE SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 4
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 4
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 4
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 4
Northern Financial Advisors Inc 4
Pinney & Scofield, Inc. 4
Facet Wealth, Inc. 4
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 4
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 4
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 4
MGB Wealth Management, LLC 4
Security National Bank Of Sioux City Iowa /ia/ 4
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 4
Iridian Asset Management Llc/ct 4
Abbot Financial Management, Inc. 4
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 4
Worth Financial Advisory Group, LLC 4
Sutton Place Investors Llc 4
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
Knott David M 4
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 4
Raiff Partners Inc 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 4
Mizuho Markets Americas Llc 4
American Assets Inc 4
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 4
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 4
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 4
Penn Mutual Asset Management, LLC 4
Westmount Partners, LLC 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 4
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 4
Kays Financial Advisory Corp /adv 4
Pines Wealth Management, LLC 4
Seamount Financial Group Inc 4
Henssler Funds Inc 4
Evernest Financial Advisors, LLC 4
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 4
Asset Advisors Investment Management, LLC 4
Knighthead Capital Management, LLC 4
Incline Global Management LLC 4
Fcg Advisors, Llc 4
Exeter Financial, LLC 4
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 4
1858 Wealth Management, Llc 4
Dynamic Wealth Strategies, LLC 4
Graybill Bartz & Assoc Ltd 4
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 4
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 4
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 4
Kamunting Street Capital Management, L.P. 4
York Capital Management Global Advisors, LLC 4
ArrowMark Colorado Holdings LLC 4
Cypress Capital Advisors, LLC 4
German American Bancorp, Inc. 4
Fidelity National Financial, Inc. 4
Tran Capital Management, L.p. 4
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 4
Mason Investment Advisory Services, Inc. 4
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 4
KEMPER Corp 4
Bryn Mawr Capital Management Inc 4
HF Advisory Group, LLC 4
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 4
Vishria Bird Financial Group, LLC 4
Athos Capital Ltd 4
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 4
Brass Tax Wealth Management, Inc 4
Geneva Partners, LLC 4
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 4
Fiduciary Family Office, Llc 4
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 4
ROE - EA Series Trust - Astoria US Quality Kings ETF 4
TriaGen Wealth Management LLC 4
Cantor Fitzgerald Investment Adviser L.p. 4
Iams Wealth Management, Llc 4
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 4
O'Dell Group, LLC 4
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 4
Century Capital Management, LLC 4
Gray Wealth Management Inc. 4
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 4
Pineno Levin & Ford Asset Management, Inc. 4
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 4
Mitsubishi UFJ Asset Management (UK) Ltd. 4
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
Pictet North America Advisors SA 4
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 4
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 4
Western Financial Corporation 4
JMHI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF 4
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 4
Serengeti Asset Management LP 4
Sls Management Llc 4
Kera Capital Partners, Inc. 4
Allianz Life Insurance Co Of North America 4
Brady Martz Wealth Solutions, LLC 4
First Wilshire Securities Management Inc 4
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 4
Souders Financial Advisors 4
Kingstone Capital Partners Texas, LLC 4
EAM Global Investors LLC 4
Nicola Wealth Management Ltd. 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 4
FHMIX - Federated Hermes Adviser Series - Federated Hermes Conservative Municipal Microshort Fund Institutional Shares 4
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 4
Legacy Financial Strategies, LLC 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 4
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 4
Michels Family Financial, LLC 4
Stadion Money Management, LLC 4
Abacus Wealth Partners, LLC 4
Trivant Custom Portfolio Group, LLC 4
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A 4
Portland Investment Counsel Inc. 4
Aviso Wealth Management 4
Maia Wealth LLC 4
Silver Lake Advisory, LLC 4
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 4
Krane Funds Advisors LLC 4
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 4
Builder Investment Group Inc /adv 4
Black Swift Group, LLC 4
Spectrum Financial Alliance Ltd LLC 4
Peloton Wealth Strategists 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 4
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 4
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 4
Berbice Capital Management LLC 4
Sound Shore Management Inc /ct/ 4
Eagle Rock Investment Company, Llc 4
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C 4
Reaves Utility Income Fund 4
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 4
Breiter Capital Management Inc 4
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 4
Columbus Hill Capital Management, L.P. 4
Nokota Management, LP 4
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 4
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 4
BankPlus Wealth Management LLC 4
Benchmark Capital Advisors 4
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 4
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 4
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 4
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 4
Circle Wealth Management, LLC 4
SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF 4
AMG Funds LLC 4
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 4
Murphy Pohlad Asset Management LLC 4
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I 4
Victory Financial Group, Llc 4
NFTY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust India NIFTY 50 Equal Weight ETF 4
De Burlo Group Inc 4
Burns J W & Co Inc/ny 4
Garrison Bradford & Associates Inc 4
united american securities inc. (d/b/a uas asset management) 4
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 4
VAUGHAN & Co SECURITIES, INC. 4
Matthew Goff Investment Advisor, LLC 4
Thornburg Income Builder Opportunities Trust 4
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 4
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 4
Nichols & Pratt Advisers Llp /ma 4
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 4
Blackston Financial Advisory Group, LLC 4
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 4
Prossimo Advisors, LLC 4
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 4
Aurdan Capital Management, LLC 4
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 4
Falcon Wealth Planning 4
Ashfield Capital Partners, LLC 4
D. E. Shaw & Co, L.p. 4
Israel Discount Bank of New York 4
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A 4
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 4
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 4
Stokes Capital Advisors, LLC 4
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 4
Putney Financial Group LLC 4
Heritage Wealth Management, Inc./Texas 4
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 4
Conservest Capital Advisors, Inc. 4
Wilkinson Global Asset Management LLC 4
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 4
Ramsay, Stattman, Vela & Price, Inc. 4
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 4
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 4
B. Riley Financial, Inc. 4
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 4
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 4
Dorato Capital Management 4
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 4
Beto Financial Group, Llc 4
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 4
Richardson Capital Management LLC 4
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 4
FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund 4
Munich Reinsurance Co Stock Corp in Munich 4
Baltimore Capital Management, Inc 4
Tlwm 4
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 4
Davidson & Garrard Inc 4
Signature Wealth Management Partners, LLC 4
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 4
Fairview Capital Investment Management, Llc 4
Aurora Private Wealth, Inc. 4
Keener Financial Planning LLC 4
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 4
D.B. Root & Company, LLC 4
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 4
Garnet Equity Capital Holdings, Inc. 4
Challenger Wealth Management 4
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
Mfs Investment Grade Municipal Trust 4
Grassi Investment Management Llc 4
Israel Discount Bank Of New York /gfn 4
Crew Capital Management, Ltd. 4
Access Financial Services, Inc. 4
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 4
Inlight Wealth Management, LLC 4
EVLU - iSHARES TRUST - iShares MSCI Emerging Markets Value Factor ETF 4
Ellenbecker Investment Group 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 4
Leonard Rickey Investment Advisors P.L.L.C. 4
Darden Wealth Group Inc 4
Kendall Capital Management 4
Provident Investment Management, Inc. 4
Biltmore Family Office, LLC 4
Mawer Investment Management Ltd. 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 4
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 4
Templeton Global Opportunities Trust 4
South Street Advisors LLC 4
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 4
Marble Harbor Investment Counsel, LLC 4
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 4
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 4
McMahon Financial Advisors, LLC 4
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 4
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 4
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 4
HIIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH High Income Fund Class A 4
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 4
Greenspring Advisors, LLC 4
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A 4
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 4
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 4
HOVLX - HOMESTEAD FUNDS INC - Value Fund 4
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 4
Marshall Financial Group LLC 4
CMH Wealth Management LLC 4
Yoder Wealth Management, Inc. 4
Sfam, Llc 4
Burkett Financial Services, Llc 4
Advocate Investing Services LLC 4
Divergent Wealth Advisors, Llc 4
WMG Financial Advisors, LLC 4
Towerpoint Wealth, LLC 4
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 4
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 4
Integre Asset Management, LLC 4
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 4
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 4
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 4
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 4
Financial Partners Group, Inc 4
Eq Wealth Advisors, Llc 4
Hager Investment Management Services, Llc 4
Capstone Triton Financial Group, LLC 4
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 4
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 4
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 4
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 4
Harbour Trust & Investment Management Co 4
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 4
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 4
High Pointe Capital Management Llc 4
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 4
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 4
Pingora Partners LLC 4
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 4
Investors Portfolio Services LLC 4
Hamel Associates, Inc. 4
Aristotle Atlantic Partners, Llc 4
Lincluden Management Ltd 4
Community Bank of Raymore 4
Crawford Lake Capital Management, LLC 4
Crabel Capital Management, LLC 4
Gendell Jeffrey L 4
EXNAX - EATON VANCE INVESTMENT TRUST - Eaton Vance National Limited Maturity Municipal Income Fund Class A 4
Sandhill Capital Partners LLC 4
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 4
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 4
Autumn Glory Partners, LLC 4
Stralem & Co Inc 4
Tiedemann Trust Co 4
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 4
BNB Wealth Management, LLC 4
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 4
Silicon Hills Wealth Management, LLC 4
MYDA Advisors LLC 4
Elliott Investment Management L.P. 4
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 4
Hutchens Investment Management Inc 4
LifeWealth Investments, LLC 4
Modus Advisors, LLC 4
Alphasimplex Group, Llc 4
Abner Herrman & Brock Llc 4
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 4
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 4
Trilogy Global Advisors Lp 4
Northstar Capital Management Llc 4
Diamant Asset Management, Inc. 4
Overland Advisors, LLC 4
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 4
First Bancorp, Inc /ME/ 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 4
Vantage Financial Partners Ltd., Inc. 4
ClearAlpha Technologies LP 4
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 4
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 4
Whelan Financial 4
STFGX - Advisers Investment Trust - State Farm Growth Fund 4
GDS Wealth Management 4
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 4
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 4
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 4
Acorn Creek Capital Llc 4
Oak Grove Capital LLC 4
New England Private Wealth Advisors LLC 4
LCM Capital Management Inc 4
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 4
Laurel Oak Wealth Management, Llc 4
Salient Midstream & Mlp Fund 4
Mondrian Investment Partners LTD 4
Pt Asset Management, Llc 4
Holowesko Partners Ltd. 4
Atlanta Consulting Group Advisors, LLC 4
Ballast, Inc. 4
Hokanson Associates, Inc. 4
Comprehensive Financial Planning, Inc./PA 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 4
Edmonds Duncan Registered Investment Advisors, LLC 4
Roffman Miller Associates Inc /pa/ 4
Murphy, Middleton, Hinkle & Parker, Inc. 4
Sandell Asset Management Corp 4
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 4
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 4
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 4
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 4
Sabadell Asset Management, S.A S.G.I.I.C 4
Empire Life Investments Inc. 4
Bradley & Co. Private Wealth Management, LLC 4
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 4
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 4
RB Capital Management, LLC 4
Hutchens & Kramer Investment Management Group, LLC 4
Boyer & Corporon Wealth Management, LLC 4
Cooper Creek Partners Management Llc 4
Sentinus, LLC 4
Oaktree Diversified Income Fund Inc. 4
Harding Loevner Lp 4
Oakview Capital Management, L.p. 4
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 4
Compass Ion Advisors, LLC 4
Heritage Family Offices, LLP 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
Bigelow Investment Advisors, LLC 4
Sloy Dahl & Holst, LLC 4
Nikulski Financial, Inc. 4
TRH Financial, LLC 4
Saxony Capital Management, LLC 4
CVAR - ETF Opportunities Trust - Cultivar ETF 4
Baugh & Associates, LLC 4
Pyrrho Capital Management, LP 4
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 4
Rainier Family Wealth Inc 4
Brucke Financial, Inc. 4
S.E.E.D. Planning Group LLC 4
BancFirst Trust & Investment Management 4
Gruss & Co., LLC 4
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 4
Freedom Day Solutions, LLC 4
MCCGX - Mirae Asset Discovery Funds - Emerging Markets Great Consumer Fund Class C Shares 4
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 4
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 4
CWAIX - FIRST TRUST SERIES FUND - First Trust Managed Municipal Fund Class I 4
Smh Capital Advisors Inc 4
Masso Torrence Wealth Management Inc. 4
Cfo Capital Management Llc 4
Monograph Wealth Advisors, Llc 4
Cedrus LLC 4
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 4
Cove Street Capital, LLC 4
Goldstein Advisors, LLC 4
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 4
Umpqua Bank 4
ABLE Financial Group, LLC 4
Ofi Invest Asset Management 4
Franklin Square Holdings, L.P. 4
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 4
Cassia Capital Partners, LLC 4
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 4
ULTRA SERIES FUND - Large Cap Value Fund Class I 4
FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 4
Lansdowne Partners (uk) Llp 4
Mader & Shannon Wealth Management, Inc. 4
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 4
Retirement Income Solutions, Inc 4
Slocum, Gordon & Co LLP 4
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 4
Salient Private Client, Llc 4
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 4
Covenant Asset Management, LLC 4
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 4
Copperwynd Financial, LLC 4
Marietta Wealth Management, LLC 4
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 4
USATX - USAA MUTUAL FUNDS TRUST - Tax Exempt Intermediate-Term Fund Shares 4
Efficient Market Advisors, LLC 4
Gould Capital, LLC 4
Aries Wealth Management 4
Stone Toro Investment Advisers, LP 4
Evergreen Private Wealth LLC 4
Vanguard Explorer Fund 4
Goldman Sachs Mlp & Energy Renaissance Fund 4
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund 4
Cambridge Advisors Inc. 4
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 4
Perennial Investment Advisors, LLC 4
Saratoga Research & Investment Management 4
Key Bridge Compliance, LLC 4
Roehl & Yi Investment Advisors, LLC 4
New Harbor Financial Group, LLC 4
LWM Advisory Services, LLC 4
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 4
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 4
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 4
Edgar Lomax Co/va 4
Columbia Etf Trust 4
Barber Financial Group, Inc. 4
Deutsche Municipal Income Trust 4
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 4
Greystone Financial Group, LLC 4
Precedent Wealth Partners, Llc 4
Zuckerman Investment Group, LLC 4
James Alpha Funds Trust - Easterly RocMuni High Income Municipal Bond Fund - Investor Class 4
OP Asset Management Ltd 4
Advantage Trust Co 4
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 4
Summit Wealth Partners, LLC 4
Pioneer Emerging Markets Fund 4
Hidden Cove Wealth Management, LLC 4
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 4
Sand Hill Global Advisors, LLC 4
Stolper Co 4
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund 4
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 4
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 4
Decision Investments, Inc 4
Strait & Sound Wealth Management LLC 4
Deane Retirement Strategies, Inc. 4
Pinnacle West Asset Management, Inc. 4
Allegiance Financial Group Advisory Services LLC 4
Morgan Dempsey Capital Management Llc 4
B.O.S.S. Retirement Advisors, LLC 4
MUIMX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra-Short Municipal Income Portfolio Institutional Class 4
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 4
Koss-Olinger Consulting, LLC 4
PUREfi Wealth, LLC 4
Syntegra Private Wealth Group, LLC 4
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 4
Armor Investment Advisors, LLC 4
General American Investors Co Inc 4
Beddow Capital Management Inc 4
Moment Partners, LLC 4
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 4
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 4
Eaton Vance Risk-managed Diversified Equity Income Fund 4
Sara-Bay Financial 4
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4
BigSur Wealth Management LLC 4
Lagoda Investment Management, L.P. 4
Gabelli Utility Trust 4
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 4
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 4
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 4
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 4
Fusion Family Wealth LLC 4
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 4
bLong Financial, LLC 4
INDA - iSHARES TRUST - iShares MSCI India ETF 4
MOKAN Wealth Management Inc. 4
Sky Investment Group LLC 4
Wittenberg Investment Management, Inc. 4
Atlas Legacy Advisors, LLC 4
Estate Planners Group, LLC 4
JNL SERIES TRUST - JNL International Index Fund (I) 4
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 4
Contrarian Capital Management, L.l.c. 4
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 4
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 4
Loveless Wealth Management LLC 4
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 4
Fi3 FINANCIAL ADVISORS, LLC 4
Bensler, LLC 4
Tectonic Advisors Llc 4
Ab Multi-manager Alternative Fund 4
Tiger Management L.l.c. 4
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4
Ridgecrest Wealth Partners, Llc 4
Corps Capital Advisors, LLC 4
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 4
Capital & Planning, Llc 4
Walthausen & Co., LLC 4
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 4
Insight Wealth Partners, LLC 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 4
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 4
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 4
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 4
Profit Investment Management, LLC 4
RESAX - RBC FUNDS TRUST - RBC BlueBay Emerging Market Debt Fund Class A 4
C2C Wealth Management, LLC 4
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 4
a16z Perennial Management, L.P. 4
Compass Capital Corp /ma/ /adv 4
Berry Wealth Group, LP 4
NovaPoint Capital, LLC 4
Eaton Vance Enhanced Equity Income Fund 4
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 4
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 4
Flippin Bruce & Porter Inc 4
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 4
Truadvice, LLC 4
Stonebrook Private Inc. 4
Coastwise Capital Group, LLC 4
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 4
YOKE - EA Series Trust - Yoke Core ETF 4
Richard P Slaughter Associates Inc 4
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 4
Cm Wealth Advisors Llc 4
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 4
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 4
Granite FO LLC 4
Stillwater Capital Advisors, LLC 4
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 4
Keystone Financial Planning, Inc. 4
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 4
Abound Financial, Llc 4
Tactive Advisors, LLC 4
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 4
RiverTree Advisors, LLC 4
Nuveen Tax Advantaged Total Return Strategy Fund 4
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 4
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 3
Johnson & White Wealth Management, LLC 3
Marion Wealth Management 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
Retirement Design & Management Inc /adv 3
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 3
Titus Wealth Management 3
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 3
Paradigm, Strategies in Wealth Management, LLC 3
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2 3
Wallace Advisory Group, LLC 3
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 3
Linden Advisors Lp 3
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
Waypoint Wealth Partners Inc. 3
Tranquilli Financial Advisor LLC 3
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
New Potomac Partners, LLC 3
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 3
Boulder Wealth Advisors, LLC 3
EQLT - iSHARES TRUST - iShares MSCI Emerging Markets Quality Factor ETF 3
Lsp Investment Advisors, Llc 3
Clear Rock Advisors, LLC 3
Oregon Pacific Wealth Management, LLC 3
KADENSA CAPITAL Ltd 3
ZIG - ETF Series Solutions - The Acquirers Fund 3
Slow Capital, Inc. 3
Probabilities Fund Management, LLC 3
Forbes J M & Co Llp 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 3
Skylands Capital, LLC 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
Altman Advisors, Inc. 3
Smart Money Group LLC 3
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 3
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 3
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 3
Newport Wealth Strategies, Inc. 3
Banta Asset Management Lp 3
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 3
Dash Acquisitions Inc. 3
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 3
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 3
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 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
Safir Wealth Advisors, LLC 3
Elm3 Financial Group, LLC 3
6 Meridian 3
Red Cedar Capital, LLC 3
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 3
Owl Creek Asset Management, L.P. 3
London Co Of Virginia 3
Unio Capital LLC 3
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 3
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 3
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 3
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 3
ION Fund Management Ltd 3
Martin Capital Partners, LLC 3
James Hambro & Partners 3
Aristides Capital LLC 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 3
Lesa Sroufe & Co 3
Life Cycle Investment Partners Ltd 3
Oppenheimer & Close, LLC 3
Oak Asset Management, LLC 3
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 3
Artal Group S.A. 3
Derby & Company, Inc 3
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 3
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 3
FT Vest Total Return Income Fund: Series A4 3
Advanced Asset Management Advisors Inc 3
Wealthcare Capital Partners, LLC 3
BMQIX - BAIRD FUNDS INC - Baird Municipal Bond Fund Institutional 3
McLean Asset Management Corp 3
Timucuan Asset Management Inc/fl 3
Piermont Capital Management LLC 3
Twin Lakes Capital Management, LLC 3
WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares 3
Halsey Associates Inc/ct 3
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 3
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I 3
TIER - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity Research ETF 3
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 3
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 3
Acorn Advisory Capital L.p. 3
DDD Partners, LLC 3
Central Valley Advisors, Llc 3
St. Louis Financial Planners Asset Management, LLC 3
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 3
Castle Rock Wealth Management, LLC 3
Brightline Capital Management, Llc 3
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 3
Sandbox Financial Partners, LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 3
Wealth Advisors of Tampa Bay, LLC 3
Wills Financial Group, Inc. 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
B, B, H, & B Inc. 3
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 3
Barbara Oil Co. 3
Equity Investment Corp/ga 3
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 3
Ark Wealth Advisors LLC 3
Northwest Capital Management Inc 3
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 3
Discipline Wealth Solutions, LLC 3
Nova R Wealth, Inc. 3
FT Vest Hedged Equity Income Fund: Series A4 3
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 3
Kiely Wealth Advisory Group, Inc. 3
Pathfinder Wealth Consulting, Inc. 3
Mpi Investment Management, Inc. 3
American Money Management, LLC 3
Harmony Asset Management Llc 3
Adirondack Retirement Specialists, Inc. 3
Granite Point Capital Management, L.P. 3
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class 3
Greenberg Financial Group 3
Bolton Lp 3
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund 3
OMNI 360 Wealth, Inc. 3
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund 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
Dreyfus Manager Funds I 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
Sonata Capital Group Inc 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
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 3
LCNIX - LAZARD FUNDS INC - Lazard International Equity Concentrated Portfolio Institutional Shares 3
Partnership Wealth Management, LLC 3
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 3
Summa Corp. 3
Thompson Rubinstein Investment Management Inc /or/ 3
Breed's Hill Capital LLC 3
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 3
Financial Planners of Cleveland, Inc. 3
IFS Advisors, LLC 3
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 3
Linden Thomas Advisory Services, LLC 3
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 3
SURFX - LEE FINANCIAL MUTUAL FUND, INC. - Hawaii Municipal Fund Investor Class 3
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 3
Appaloosa Management Lp 3
Massachusetts Wealth Management 3
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 3
August Group Capital Ltd 3
Cora Capital Advisors Llc 3
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 3
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 3
Raub Brock Capital Management LP 3
Balanced Wealth Group Llc 3
Mcrae Capital Management Inc 3
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 3
Cleary Gull Holdings Inc. 3
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 3
Smith Thornton Advisors LLC 3
Disciplined Growth Investors Inc /mn 3
Clark Financial Services Group Inc /bd 3
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 3
Fermata Advisors, LLC 3
Advyzon Investment Management, LLC 3
Centricity Wealth Management, LLC 3
Compass Planning Associates Inc 3
Solutions 4 Wealth, Ltd 3
Alpha Financial Partners, LLC 3
CSM Advisors, LLC 3
CNRGX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Short Term Emerging Markets Debt Fund Class Y 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 3
Marshall Investment Management, Llc 3
Daytona Street Capital LLC 3
Talbot Financial, LLC 3
Fidelity Colchester Street Trust 3
Karras Company, Inc. 3
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 3
Profunds - Profund Vp Europe 30 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 3
Madison Park Capital Advisors, LLC 3
Worthington Financial Partners, LLC 3
Citizens & Northern Corp 3
Deerfield Management Company, L.p. (series C) 3
Magnolia Capital Management Ltd 3
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 3
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 3
Gimbal Financial 3
Mezzasalma Advisors, LLC 3
Anandar Capital Management LP 3
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 3
Scharf Investments, Llc 3
Claris Financial LLC 3
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 3
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF 3
Martin & Co Inc /tn/ 3
Daner Wealth Management, LLC 3
Parthenon Llc 3
LTUSX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term U.S. Government Fund - Class A 3
Arbor Investment Advisors, LLC 3
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 3
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 3
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 3
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 3
Private Client Services, Llc 3
Emergent Wealth Advisors, LLC 3
Generali Investments Towarzystwo Funduszy Inwestycyjnych 3
Gateway Wealth Partners, LLC 3
Morgan Stanley Income Securities Inc 3
BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 3
Planning Alternatives Ltd /adv 3
Sankala Group LLC 3
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 3
Mh & Associates Securities Management Corp /adv 3
Sage Investment Counsel LLC 3
JADE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Developing Markets Equity ETF 3
P Schoenfeld Asset Management Lp 3
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 3
Pictet & Cie (Europe) SA 3
Eclectic Associates Inc /adv 3
Refined Wealth Management 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
Credit Suisse High Yield Bond Fund 3
Alpha Square Group S, LLC 3
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 3
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 3
First Trust New Opportunities Mlp & Energy Fund 3
Soviero Asset Management, LP 3
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 3
Sageworth Trust Co of South Dakota 3
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3
GTCMX - GLENMEDE PORTFOLIOS - Muni Intermediate Portfolio 3
Qualcomm Inc/de 3
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 3
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 3
Fs Energy Total Return Fund 3
Promus Capital, LLC 3
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class 3
OHIO NATIONAL FUND INC - ON Foreign Portfolio 3
Wells Fargo Income Opportunities Fund 3
Bridgewater Wealth & Financial Management, LLC 3
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 3
Oaktree Funds 3
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 3
Croft Funds Corp 3
Ag2r La Mondiale Gestion D'actifs 3
Wells Fargo Global Dividend Opportunity Fund 3
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 3
Monolith Advisors 3
New Vernon Investment Management Llc 3
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 3
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 3
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 3
Kkr Income Opportunities Fund 3
Lgt Capital Partners Ltd. 3
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 3
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 3
Axis Wealth Partners, LLC 3
Thornmark Asset Management Inc. 3
Meriwether Wealth & Planning, LLC 3
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 3
White Wing Wealth Management 3
G2 Capital Management, Llc / Oh 3
Cambridge Financial Group, Inc. 3
Intesa Sanpaolo Wealth Management 3
Hightower 6M Holding, LLC 3
Clare Market Investments LLC 3
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 3
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 3
Vista Investment Partners Ii, Llc 3
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 3
Concord Asset Management Llc 3
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 3
Northbridge Financial Group, Llc 3
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 3
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 3
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund 3
Fideuram - Intesa Sanpaolo Private Banking S.p.a. 3
Heritage Wealth Partners, LLC 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
IMFD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Defensive Core Fixed Income ETF 3
Fcm Investments/tx 3
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 3
CFVLX - COMMERCE FUNDS - The Value Fund Shares 3
Corecam AG 3
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 3
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 3
HFG Advisors, Inc. 3
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 3
Corundum Group, Inc. 3
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 3
Matrix Private Capital Group Llc 3
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF 3
Taylor, Cottrill LLC 3
Dalton Investments LLC 3
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 3
Madison Investment Advisors, LLC 3
Twin City Private Wealth, Llc 3
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 3
HMV Wealth Advisors, LLC 3
Avid Wealth Partners LLC 3
Oaktree Capital Management Lp 3
MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 3
VVSCX - VALIC Co I - Small Cap Value Fund 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
Epiphany Funds 3
RQSI Ltd 3
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 3
Nuveen Dynamic Municipal Opportunities Fund 3
Alley Investment Management Company, LLC 3
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 3
Lockerman Financial Group, Inc. 3
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 3
Fidelity Newbury Street Trust 3
Jmac Enterprises Llc 3
Vontobel Swiss Wealth Advisors AG 3
Horizon Wealth Management, LLC 3
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 3
PBFDX - FORUM FUNDS - Payson Total Return Fund 3
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 3
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 3
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 3
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 3
First Trust Mlp & Energy Income Fund 3
Brooklyn FI, LLC 3
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 3
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 3
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 3
Trust Co of the South 3
BlackRock ETF Trust II - BlackRock High Yield ETF 3
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 3
Stonebridge Capital Management Inc 3
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 3
Nuveen Municipal Credit Income Fund 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
Towneley Capital Management, Inc / DE 3
Disciplined Equity Management, Inc. 3
Dixon Mitchell Investment Counsel Inc. 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
Nuveen Amt-free Quality Municipal Income Fund 3
AAFMAA Wealth Management & Trust LLC 3
Advent/claymore Enhanced Growth & Income Fund 3
Retirement Investment Advisors, Inc. 3
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 3
PICTET BANK & TRUST Ltd 3
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 3
Boit C F David 3
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 3
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 3
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A 3
Advent Claymore Convertible Securities & Income Fund Ii 3
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 3
Fortress Wealth Group, LLC 3
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 3
Peak Asset Management, LLC 3
Curio Wealth, Llc 3
Cannon Global Investment Management, LLC 3
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares 3
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 3
Foresight Capital Management Advisors, Inc. 3
FXINX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Focused Index Fund 3
Putnam Managed Municipal Income Trust 3
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 3
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 3
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 3
Stearns Financial Services Group 3
RD Lewis Holdings, Inc. 3
Sunflower Bank, N.A. 3
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 3
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 3
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 3
Lederer & Associates Investment Counsel/ca 3
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 3
Moller Financial Services 3
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 3
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 3
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 3
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
True Capital Management 3
Noroian Steven A & Associates Inc/ca 3
Millennium Capital Advisors, LLC 3
Insight Folios Inc 3
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 3
Chartwell Investment Partners/pa 3
Hancock Whitney Investment Services Inc. 3
Blue Barn Wealth, LLC 3
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 3
CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I 3
THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF 3
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 3
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 3
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P 3
Bank Pictet & Cie (asia) Ltd 3
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 3
Riversville Capital, Inc. 3
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 3
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 3
Intellus Advisors LLC 3
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 3
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 3
PFM Health Sciences, LP 3
Rbo & Co Llc 3
Sentinel Variable Products Trust 3
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 3
Dfa Investment Trust Co - The Continental Small Company Series 3
FIMYX - INTERMEDIATE MUNICIPAL TRUST - Federated Intermediate Municipal Trust Institutional Shares 3
First Trust Energy Infrastructure Fund 3
Mainstay Definedterm Municipal Opportunities Fund 3
Sterling Investment Counsel, LLC 3
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 3
NWK Group, Inc. 3
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 3
Gruber & Mcbaine Capital Management Llc 3
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 3
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 3
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 3
First Trust Energy Income & Growth Fund 3
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 3
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
EMFIX - Ashmore Funds - Ashmore Emerging Markets Equity Fund INSTITUTIONAL CLASS 3
AFS Financial Group, LLC 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 - U.S. Small Cap Growth Portfolio Institutional Class 3
VVMIX - Managed Portfolio Series - Securian AM Dynamic Managed Volatility Fund Institutional Class Shares 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 3
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND 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
PKS Advisory Services, LLC 3
Seed Wealth Management, Inc. 3
GVAL - Cambria ETF Trust - Cambria Global Value ETF 3
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 3
Bessemer Securities Llc 3
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 3
Western Asset High Yield Defined Opportunity Fund Inc. 3
Seven Bridges Advisors LLC 3
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 3
Broadway Wealth Solutions, Inc. 3
Goldman Sachs Mlp Income Opportunities Fund 3
Morton Capital Management LLC/CA 3
Austin Wealth Management, LLC 3
Fidelity Revere Street Trust 3
Paragon Private Wealth Management, LLC 3
Forteris Wealth Management Inc. 3
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 3
Drake & Associates, LLC 3
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF 3
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 3
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 3
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 3
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 3
Resolute Capital Asset Partners LLC 3
Oppenheimer Emerging Markets Local Debt Fund 3
Guggenheim Taxable Municipal Managed Duration Trust 3
Delphi Financial Group, Inc. 3
Tortoise Pipeline & Energy Fund, Inc. 3
Nuveen Intermediate Duration Quality Municipal Term Fund 3
Capital Investment Management, Inc. 3
EUROX - US GLOBAL INVESTORS FUNDS - Emerging Europe Fund 3
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 3
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I 3
Integris Wealth Management, LLC 3
Wealth Advisors of Iowa, LLC 3
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund 3
Partners in Financial Planning 3
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 3
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 3
JHL Capital Group LLC 3
Future Fund LLC 3
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 3
Yoffe Investment Management, LLC 3
Montag & Caldwell, Llc 3
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 3
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 3
Diversified Investment Strategies, LLC 3
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund 3
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares 3
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 3
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 3
Innovis Asset Management Llc 3
Grant Private Wealth Management Inc 3
Regents Of The University Of California 3
Credit Suisse Asset Management Income Fund Inc 3
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 3
American Wealth Advisors, LLC 3
Croft-leominster Inc 3
blooom, inc. 3
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 3
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 3
Strongvest Etf Trust 3
Advisors Management Group Inc /adv 3
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 3
James Reed Financial Services, Inc. 3
Seaport Global Advisors, LLC 3
Bernard Wealth Management Corp. 3
Redwood Park Advisors LLC 3
Capasso Planning Partners LLC 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
Glazer Capital, Llc 3
Axiom Financial Strategies, LLC 3
Berkshire Bank 3
Miller Capital Partners, Inc. 3
Brookfield BHS Advisors LLC 3
NOMIX - Northern Funds - Northern Mid Cap Index Fund 3
Coign Capital Advisors LLC 3
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 3
Kopp Investment Advisors Llc 3
NFP Retirement, Inc. 3
NOIGX - Northern Funds - Northern International Equity Fund 3
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF 3
Petros Family Wealth, LLC 3
Crawford Fund Management, LLC 3
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 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
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 3
Context Capital Funds 3
GVDSX - FEDERATED EQUITY FUNDS - Federated Global Strategic Value Dividend Fund Class A Shares 3
Finward Bancorp 3
Dover Advisors, Llc 3
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 3
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 3
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 3
Savoie Capital LLC 3
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C 3
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 3
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 3
Madison Scottsdale, LC 3
Bft Financial Group, Llc 3
Exchange Bank 3
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 3
EJMK Ventures LLC 3
Pennant Capital Management, LLC 3
Madison Street Partners, LLC 3
Oakland Financial Corp 3
NSGRX - Northern Funds - Northern Small Cap Core Fund 3
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 3
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 3
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 3
Knollwood Investment Advisory, LLC 3
Smith, Graham & Co., Investment Advisors, LP 3
Hixon Zuercher, LLC 3
Lathrop Investment Management Corp 3
Agp Franklin, Llc 3
Evelyn Partners Investment Management Services Ltd 3
Youngs Advisory Group, Inc. 3
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares 3
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 3
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 3
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 3
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 3
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 3
Bullseye Investment Management, LLC 3
Ayrshire Capital Management LLC 3
JGP Global Gestao de Recursos Ltda. 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
KerberRose Wealth Management, LLC 3
Tufton Capital Management 3
Sunburst Financial Group, LLC 3
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 3
Ycg, Llc 3
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 3
Edmond De Rothschild Asset Management (luxembourg) 3
Fulton Breakefield Broenniman Llc 3
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 3
LEPIX - Advisors' Inner Circle Fund III - LEVIN EASTERLY VALUE OPPORTUNITIES FUND Institutional Shares 3
Cairn Investment Group, Inc. 3
Knott David M Jr 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
Stenger Family Office, LLC 3
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 3
Matisse Capital 3
Kintayl Capital LP 3
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 3
Dock Street Asset Management Inc 3
Vista Wealth Management Group, LLC 3
Massar Capital Management, LP 3
FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A 3
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 3
Theory Financial Llc 3
Charles Schwab Investment Advisory, Inc. 3
Pimco Global Stocksplus & Income Fund 3
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 3
Eudaimonia Advisors Llc 3
Pacific Sage Partners, LLC 3
Stonebridge Financial Group, LLC / MO 3
Burling Wealth Partners, Llc 3
Marotta Asset Management 3
Benson Wealth Management INC 3
Beach Point Capital Management LP 3
Yacktman Asset Management Lp 3
DPEGX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio II DPT CLASS 3
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I 3
FT Vest Hedged Equity Income Fund: Series B1 3
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF 3
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 3
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 3
Morgan Stanley Asia-pacific Fund, Inc. 3
Carlton Hofferkamp & Jenks Wealth Management, LLC 3
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 3
Asset Management Corp /il/ /adv 3
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 3
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 3
First Trust Dynamic Europe Equity Income Fund 3
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 3
Investment Counsel Inc. 3
BlackRock ESG Capital Allocation Trust 3
PBMares Wealth Management LLC 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
VUB Generali dochodkova spravcovska spolocnost, a.s. 3
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 3
Aletheian Wealth Advisors LLC 3
Capital Group Investment Management Pte. Ltd. 3
Lighthouse Financial Services Inc /adv 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
Longview Financial Advisors LLC 3
Left Brain Wealth Management, LLC 3
Royal Harbor Partners, LLC 3
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 3
Lighthouse Financial Advisors, Inc. 3
MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 3
Morgan Stanley Emerging Markets Fund Inc 3
Price Michael F 3
Pimco Strategic Income Fund, Inc 3
Tnf Llc 3
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 3
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 3
Champlain Investment Partners, LLC 3
WTABX - WILMINGTON FUNDS - Wilmington Municipal Bond Fund Class A Shares 3
VPR Management LLC 3
Grayhawk Investment Strategies Inc. 3
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 3
Aufman Associates Inc 3
Aft, Forsyth & Sober, LLC 3
Eagle Capital Management, LLC 3
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 3
Etesian Wealth Advisors, Inc. 3
SP Asset Management LLC 3
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 3
Dauntless Investment Group, LLC 3
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 3
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 3
Summit Place Financial Advisors, LLC 3
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 3
Conestoga Capital Advisors, LLC 3
Adelphi Trust Co 3
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF 3
Livet Wealth, LLC 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
ABN AMRO Bank N.V. 3
FT Vest Total Return Income Fund: Series B1 3
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 3
Continental Investors Services, Inc. 3
Saba Capital Management, L.P. 3
Somerset Group LLC 3
Rangeley Capital, LLC 3
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 3
Constant Guidance Financial LLC 3
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 3
Burgundy Asset Management Ltd. 3
W Advisors, Llc 3
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 3
Invesco Bldrs Index Funds Trust 3
EVNT - AltShares Trust - AltShares Event-Driven ETF 3
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 3
WJ Interests, LLC 3
Lake Hills Wealth Management, LLC 3
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 3
Awm Capital, Llc 3
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 3
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 3
Advance Capital Management, Inc. 3
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 3
Bromfield Sneider Wealth Advisors 3
Nicholas Company, Inc. 3
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 3
Goldentree Asset Management Lp 3
Dravo Bay Llc 3
First Houston Capital, Inc. 3
Lfs Asset Management 3
Socratic Fund Management, L.P. 3
Terril Brothers, Inc. 3
Virginia Wealth Management Group, Inc. 3
Storgate, LLC 3
KKR Credit Opportunities Portfolio 3
Nadler Financial Group, Inc. 3
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 3
Brookfield Real Assets Income Fund Inc. 3
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 3
Alhambra Investment Partners LLC 3
Massachusetts Mutual Life Insurance Co 3
Invesco Exchange Fund - INVESCO EXCHANGE FUND 3
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 3
Guardian Financial Partners, LLC 3
Pope Asset Management, Llc 3
MDE Group 3
Deutsche Money Market Trust 3
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 3
4wealth Advisors, Inc. 3
20/20 Capital Management, Inc. 3
Powell Investment Advisors, LLC 3
Lodestar Private Asset Management Llc 3
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 3
Wick Capital Partners, LLC 3
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 3
Value Partners Investments Inc. 3
Rench Wealth Management, Inc. 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 3
Long Run Wealth Advisors, LLC 3
Strategic Wealth Advisors LLC 3
IDV - iSHARES TRUST - iShares International Select Dividend ETF 3
Gabelli Convertible & Income Securities Fund Inc 3
LeClair Wealth Partners LLC 3
Avos Capital Management, LLC 3
SFLAX - SunAmerica Specialty Series - AIG Focused Alpha Large-Cap Fund Class A 3
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 3
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 3
Ellerson Group Inc /adv 3
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 3
Renaissance Investment Consultants Holding Company, Llc 3
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund 3
Dividend Builder Portfolio 3
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 3
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A 3
Relative Value Partners, LLC 3
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
Blue Sparrow, LLC /DE 3
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 3
SDEM - Global X Funds - Global X MSCI SuperDividend Emerging Markets ETF 3
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 3
Helen Stephens Group, LLC 3
KDT Advisors, LLC 3
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 3
Index Fund Advisors, Inc. 3
Consilium Wealth Advisory, LLC 3
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 3
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 3
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF 3
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 3
Shelton Wealth Management, Llc 3
Wealthquest Corp 3
Prosperity Wealth Management, Inc. 3
Parkshore Wealth Management, Inc. 3
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 3
First Western Capital Management Co 3
Madison Wealth Management 3
LITAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Intermediate Municipal Bond Fund Class A 3
Cedar Hill Associates, Llc 3
Ponta Wealth Partners, LLC 3
McAlvany Wealth Management LLC 3
Philadelphia International Advisors Lp 3
Bedell Frazier Investment Counseling, LLC 3
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 3
Capital Group KKR Core Plus (plus) 3
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF 3
JMG Financial Group, Ltd. 3
Integral Investment Advisors, Inc. 3
Pimco High Income Fund 3
Peak Planning Group, LLC 3
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 3
Texas Bank & Trust Co 3
Stonehearth Capital Management, LLC 3
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 3
IFC Advisors LLC 3
Highview Capital Management LLC/DE/ 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 3
Pimco Corporate & Income Opportunity Fund 3
Pimco Corporate & Income Strategy Fund 3
Emerald Advisors, LLC 3
NewFocus Financial Group, LLC 3
AIFG Consultants Ltd. 3
Heathbridge Capital Management Ltd. 3
Diesslin Group, Inc. 3
THMMX - THORNBURG INVESTMENT TRUST - Thornburg Municipal Managed Account Fund Class I 3
Luminist Capital LLC 3
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 3
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 3
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund 3
FolioMetrix LLC 3
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 3
TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I 3
Oppenheimer Rochester California Municipal Fund 3
Cortland Associates Inc/mo 3
BOS Asset Management, LLC 3
Absolute Capital Management, LLC 3
Seascape Capital Management 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 3
Laidlaw Group, LLC 3
Blue Rock Wealth Management LLC 3
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 3
Blackrock Munivest Fund, Inc. 3
Juncture Wealth Strategies, Llc 3
GDMA - ETF Series Solutions - Gadsden Dynamic Multi-Asset ETF 3
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 3
DMG Group, LLC 3
Epacria Capital Partners, Llc 3
Riverwater Partners LLC 3
Bowman & Co S.C. 3
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 3
Bright Rock Capital Management, Llc 3
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 3
Financial Partners Capital Management Llc 3
Vision Capital Management, Inc. 3
Cdkv Holdings Llc 3
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 3
Markel Corp 3
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A 3
Reservoir Operations, L.P. 3
Keystone Financial Services 3
PVG Asset Management 3
Lynch Asset Management, Inc. 3
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 3
V2 Capital, LLC 3
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 3
Alchemi Wealth, LLC 3
Doman Group, LLC 3
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 3
Northern Capital Management, Inc. 3
Alliance Wealth Advisors, LLC /UT 3
Voya Senior Income Fund 3
Gallagher Fiduciary Advisors, LLC 3
Polygon Management Ltd. 3
Carrera Capital Advisors 3
Resource Consulting Group Inc 3
Kathleen S. Wright Associates Inc. 3
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 3
Ern Llc 3
Values First Advisors, Inc. 3
International Private Wealth Advisors LLC 3
Sandro Wealth Management LLC 3
Potomac Capital Management, Inc. 3
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 3
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 3
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 3
HHMAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A 3
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 3
Revolve Wealth Partners, LLC 3
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 3
Westerkirk Capital Inc. 3
Forefront Wealth Management Inc. 3
Beaumont Financial Partners, LLC 3
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 3
Meridian Management Co 3
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 3
Mizuho Markets Cayman LP 3
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 3
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 3
Lane Brothers & Co Inc 3
Barden Capital Management, Inc. 3
Eventide Asset Management, Llc 3
Fidelity Union Street Trust Ii 3
Investment Management Of Virginia Llc 3
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 3
Invesco Senior Income Trust 3
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 3
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 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
Fortune Financial Advisors, LLC 3
Vantage Financial Partners, LLC 3
Sphinx Trading, Lp 3
Coulter & Justus Financial Services, LLC 3
NEIRG Wealth Management, LLC 3
Fiduciary Financial Group, Llc 3
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 3
Wells Fargo Utilities & High Income Fund 3
Evansbrook LLC 3
Stegent Equity Advisors, Inc. 3
Hedges Asset Management LLC 3
Invesco Dynamic Credit Opportunities Fund 3
Westwood Management Corp /il/ 3
River Street Advisors LLC 3
Sage Capital Management, LLC 3
BlackDiamond Wealth Management Inc. 3
Telemus Investment Management, LLC 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 3
SMTFX - SIT MUTUAL FUNDS II INC - Sit Minnesota Tax-Free Income Fund 3
NJTFX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price New Jersey Tax-Free Bond Fund 3
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
Valueworks Llc 3
FS Series Trust - FS Real Asset Fund Class A 3
Hikari Tsushin, Inc. 3
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 3
Schear Investment Advisers, LLC 3
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 3
WPSMX - WP Trust - WP Smaller Companies Income Plus Fund Institutional Class Shares 3
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 3
Mirabaud & Cie SA 3
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 3
Riverview Capital Advisers, LLC 3
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 3
Miller Investment Management, LP 3
Vivid Financial Management, Inc. 3
Huber Financial Advisors, Llc 3
Ames National Corp 3
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 3
Stellar Capital Management, LLC 3
Sabby Management, Llc 3
Stumpf Capital Management LLC 3
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 3
Kensington Investment Counsel, LLC 3
Solus Alternative Asset Management LP 3
First County Bank /CT/ 3
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short 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
Councilmark Asset Management, LLC 3
Mhi Funds, Llc 3
FMBHX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Core Plus Bond Fund Fidelity Advisor Municipal Core Plus Bond Fund : Class Z 3
Hudson Capital Management LLC 3
Second Half Financial Partners, LLC 3
Ambs Investment Counsel Llc 3
Spearhead Capital Advisors, Llc 3
BLACKROCK FUNDS - BlackRock Emerging Markets ex-China Fund Investor A 3
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 3
Diamond Hill Capital Management Inc 3
Element Wealth, LLC 3
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund 3
WoodTrust Financial Corp 3
Align Wealth Management, LLC 3
CGMFX - CGM TRUST - CGM Focus Fund 3
Wealth Science Advisors LLC 3
McCollum Christoferson Group LLC 3
Oak Point Wealth Management 3
LOMMX - CGM TRUST - CGM Mutual Fund 3
Castle Creek Arbitrage, LLC 3
David R. Rahn & Associates Inc. 3
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 3
Red Granite Advisors LLC 3
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 3
Global X Japan Co., Ltd. 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
Investment Management Corp /va/ /adv 3
Arbor Capital Management Inc /adv 3
Pacific Point Advisors, LLC 3
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 3
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF 3
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 3
Fpc Investment Advisory, Inc. 3
Appalachian Capital Management Ltd 3
Eagle Capital Management Llc 3
GenWealth Group, Inc. 3
Bingham Osborn & Scarborough Llc 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 3
GGM Financials LLC 3
Taurus Asset Management, Llc 3
Bright Futures Wealth Management, LLC. 3
Providence First Trust Co 3
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 3
Windsor Financial Group Llc 3
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A 3
Algebris (uk) Ltd 3
Consultiva Wealth Management, Corp. 3
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 3
MAS Advisors LLC 3
Aldebaran Capital, Llc 3
Snowwater Investment Partners, Llc 3
Retirement Planning Group, Llc / Ny 3
Grand Central Investment Group 3
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 3
Adalta Capital Management LLC 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3
Peak Retirement Planning, Inc. 3
Perkins Capital Management Inc 3
Castellan Group, LLC 3
Udine Wealth Management, Inc. 3
Unify Financial Advisors 3
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 3
Quattro Financial Advisors Llc 3
Brandywine Trust Co 3
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 3
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 3
Ensemble Capital Management, LLC 3
Source Financial Advisors LLC 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
Johnson Financial Group, LLC 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
HFG Wealth Management, LLC 3
IFS Group,LLC 3
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 3
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 3
AOHY - Angel Oak Funds Trust - Angel Oak High Yield Opportunities ETF 3
Acorns Advisers, LLC 3
Wela Strategies, Inc. 3
ACT Capital Management, LLLP 3
Titan Global Capital Management Usa Llc 3
LAEMX - LORD ABBETT TRUST I - Lord Abbett Diversification Shares: Enhanced Municipal Yield Completion Fund LADS: Enhanced Municipal Yield Completion Fund 3
Liberty Square Wealth Partners Llc 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 3
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 3
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 3
Aquila Investment Management LLC 3
Sensato Investors LLC 3
Northcape Wealth Management, Llc 3
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 3
PagnatoKarp Partners LLC 3
Heritage Way Advisors, LLC 3
Summerhill Capital Management lnc. 3
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 3
Florence Capital Advisors, LLC 3
Washburn Capital Management, Inc. 3
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 3
Reflection Asset Management 3
Heritage Investment Group, Inc. 3
SRN Advisors, LLC 3
FT Vest Total Return Income Fund: Series A3 3
Pursuit Wealth Strategies, Llc 3
FT Vest Hedged Equity Income Fund: Series A3 3
CacheTech Inc. 3
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 3
Ullmann Financial Group, Inc. 3
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 3
Dixon Fnancial Services, Inc. 3
BMBIX - BAIRD FUNDS INC - Baird Quality Intermediate Municipal Bond Fund Institutional 3
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 3
XY Planning Network, Inc. 3
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 3
Avenir Corp 3
Old Mission Capital, Llc 3
Severin Investments, LLC 3
Davis Selected Advisers 3
Caerus Investment Advisors, LLC 3
First Citizens Financial Corp 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 3
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 3
Greytown Advisors Inc. 3
Lorber David A 3
Lyell Wealth Management, Lp 3
Nwi Management Lp 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
Brown Shipley& Co Ltd 3
Aspen Wealth Strategies, LLC 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
Smith Shellnut Wilson Llc /adv 3
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 3
Gentry Private Wealth, Llc 3
Verum Partners LLC 3
Blockhouse Capital Management Lp 3
Income Insurance Ltd 3
GenTrust, LLC 3
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares 3
Capital Management Corp /va 3
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 3
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 3
Focused Alpha, Llc 3
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 3
Vantus Wealth LLC 3
Roanoke Asset Management Corp/ Ny 3
Monterey Private Wealth, Inc. 3
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 3
Concentric Wealth Management, Llc 3
MFOMX - BNY MELLON FUNDS TRUST - BNY Mellon Focused Equity Opportunities Fund Class M Shares 3
Reynolds Capital Management Llc 3
Abbrea Capital, LLC 3
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 3
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 3
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 3
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 3
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 3
Resolute Wealth Strategies, LLC 3
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF 3
Sicart Associates LLC 3
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 3
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 3
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 3
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 3
WealthBridge Investment Counsel Inc. 3
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 3
Strata Wealth Advisors, LLC 3
Tricadia Capital Management, LLC 3
Rubric Capital Management LP 3
Argyle Capital Partners, LLC 3
New Age Alpha Funds Trust - NAA Allocation Fund Class C 3
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A 3
MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A 3
Hoxton Planning & Management, LLC 3
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 3
Allegiant Private Advisors, LLC 3
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 3
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 3
Petredis Investment Advisors Llc 3
WNY Asset Management, LLC 3
Watchman Group, Inc. 3
WBII - Absolute Shares Trust - WBI BullBear Global Income ETF 3
Benson Investment Management Company, Inc. 3
Kirr Marbach & Co Llc /in/ 3
REDW Wealth LLC 3
Barnes Pettey Financial Advisors, Llc 3
TFR Capital, LLC. 3
BCONX - Advisors' Inner Circle Fund III - BARROW HANLEY CREDIT OPPORTUNITIES FUND I Shares 3
Polaris Capital Management, LLC 3
Edmond De Rothschild (monaco) 3
Evergreen Wealth Management, LLC 3
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 3
POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A 3
Myriad Asset Management Ltd. 3
CENTAUR MUTUAL FUNDS TRUST - Copley Fund 3
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 3
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 3
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 3
Walkner Condon Financial Advisors LLC 3
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 3
PAXWX - PAX WORLD FUNDS SERIES TRUST I - PAX Balanced Fund Investor Class 3
Peregrine Capital Management Llc 3
New South Capital Management Inc 3
CGOV Asset Management 3
Vector Wealth Management, Llc 3
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 3
TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A 3
Brinton Eaton, Llc 3
Kynikos Associates LP 3
Palisades Investment Partners, LLC 3
SpringVest Wealth Management LLC 3
Amida Capital Management II, LLC 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 3
INDH - WisdomTree Trust - WisdomTree India Hedged Equity Fund 3
FMIAX - Franklin Mutual Series Funds - Franklin Mutual International Fund Class A 3
AQCIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Core Fund Institutional Class 3
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF 3
EVSM - Morgan Stanley ETF Trust - Eaton Vance Short Duration Municipal Income ETF 3
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 3
Fairbanks Capital Management, Inc. 3
Tableaux Llc 3
Macnealy Hoover Investment Management Inc 3
Fearless Solutions, LLC dba Best Invest 3
DIP - ETF Series Solutions - BTD Capital Fund 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 3
PCG Wealth Advisors, LLC 3
Glenhill Advisors Llc 3
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio 3
FrontFour Capital Group LLC 3
Compass Capital Management, Inc 3
Ignis Investment Services Ltd 3
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 3
Raelipskie Partnership 3
AQVVX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Value Fund Institutional Class 3
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 3
Wilson, Kemp & Associates, Inc. 3
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 3
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 3
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 3
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 3
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 3
Astoria Portfolio Advisors LLC. 3
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 3
Fire Capital Management LLC 3
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 3
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 3
Bmi Capital Corp 3
Heritage Oak Wealth Advisors Llc 3
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 3
Nixon Capital, LLC 3
S.a.c. Global Investors, Llp 3
PACIFIC SELECT FUND - International Value Portfolio Class I 3
Madison Wealth Partners, Inc 3
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 3
Founders Capital Management, Llc 3
WFCMX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series M CoreBuilder Shares Series M 3
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 3
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 3
Perimeter Capital Partners, LLC 3
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 3
Birch Capital Management, LLC 3
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 3
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 3
Kassirer Asset Management Corp 3
Columbia Capital Llc 3
Long Road Investment Counsel, LLC 3
LionEye Capital Management LLC 3
Marathon Strategic Advisors, LLC 3
Midwest Financial Group LLC 3
Foresight Global Investors, Inc. 3
Davy Global Fund Management Ltd 3
Independent Family Office, LLC 3
Acadia Trust Na 3
Finer Wealth Management, Inc. 3
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A 3
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 3
PANTHERA INVESTMENT GmbH 3
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 3
Acorn Financial Advisory Services Inc /adv 3
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 3
Axim Planning & Wealth 3
Seamans Capital Management, LLC 3
Johanson Financial Advisors, Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 3
Outfitter Advisors, Ltd. 3
Collaborative Wealth Managment Inc. 3
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 3
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 3
Amiya Capital LLP 3
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A 3
Milestones Private Investment Advisors LLC 3
Andromeda Capital LLC 3
Eagle Bluffs Wealth Management LLC 3
NinePointTwo Capital 3
John W. Brooker & Co., CPAs 3
Luts & Greenleigh Group, Inc 3
Redwood Investments, LLC 3
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 3
Clark Asset Management, LLC 3
WMKGX - WESMARK FUNDS - WesMark Growth Fund 3
Tounjian Advisory Partners, Llc 3
Delaney Dennis R 3
Financial Strategies Group, Inc. 3
Stembrook Asset Management, LLC 3
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 3
Kempner Capital Management Inc. 3
Cooke & Bieler Lp 3
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 3
Pensionfund Sabic 3
Sandell Investment Services LLC 3
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 3
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 3
Regis Management CO LLC 3
Aspetuck Financial Management LLC 3
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 3
Omni Partners Llp 3
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF 3
Kerrisdale Advisers, LLC 3
Jnl Series Trust - Jnl/s&p Dividend Income & Growth Fund (a) 3
Live Oak Private Wealth LLC 3
Glovista Investments LLC 3
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 3
Gator Capital Management, LLC 3
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 3
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3
Alpha Family Trust 3
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 3
Ticino Wealth 3
Otter Creek Advisors, LLC 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
Life Planning Partners, Inc 3
IDOG - ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF 3
Walser Wealth Management Company, A Ltd Liability Co 3
Blue Ridge Capital, L.L.C. 3
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 3
LENS - EA Series Trust - Sarmaya Thematic ETF 3
Zinnia Wealth Advisory, LLC 3
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 3
Palisades Hudson Asset Management, L.P. 3
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 3
Drexel Morgan & Co. 3
WPLCX - WP Trust - WP Large Cap Income Plus Fund Class A Shares 3
Rex Capital Advisors, LLC 3
P.a.w. Capital Corp 3
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 3
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 3
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 3
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 3
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 3
Urban Wealth Management, LLC 3
A4 Wealth Advisors LLC 3
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 3
TSWHX - JOHCM Funds Trust - TSW High Yield Bond Fund Class Z Shares 3
Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF 3
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class 3
Lazard Freres Gestion S.A.S. 3
Flagship Capital Management Inc. 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3 3
Shepherd Street Advisors LLC 3
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 3
Fountainhead AM, LLC 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 3
Hancock Prospecting Pty Ltd 3
Accelerate Investment Advisors LLC 3
IOMUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Municipal Fund Class R6 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
Tcfg Wealth Management, Llc 3
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class 3
Collective Family Office Llc 3
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 3
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 3
Berman McAleer LLC 3
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 3
Fir Tree Capital Management Lp 3
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 3
GWMEX - AMG FUNDS - AMG GW&K Municipal Enhanced Yield Fund Class I 3
St. Louis Trust Co 3
Symphony Financial Services, Inc. 3
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 3
Websterrogers Financial Advisors, Llc 3
Obsidian Personal Planning Solutions LLC 3
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 3
Oakwell Private Wealth Management, LLC 3
Axecap Investments, LLC 3
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 3
Nicholson Wealth Management Group, LLC 3
CWC Advisors, LLC. 3
Dudley Capital Management, Llc 3
aeris Capital Holding GmbH 3
Alliance Wealth Advisors, LLC 3
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 3
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 3
Firethorn Wealth Partners, Llc 3
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 3
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 3
Milestone Advisory Partners 3
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 3
Cooperman Leon G 3
Laraway Financial Inc 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
Systrade AG 3
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 3
Rempart Asset Management Inc. 3
Excelsia, Inc. 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 3
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 3
MassMutual Access Pine Point Fund 3
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 3
Guardian Investment Management 3
Oak Associates Ltd /oh/ 3
Xcel Wealth Management, LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 3
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 3
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 3
Bonness Enterprises Inc 3
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
Mosaic Family Wealth Partners, Llc 3
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 3
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 3
Hyperion Capital Advisors LP 3
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 3
CBOE Vest Financial, LLC 3
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 3
Breithorn Capital Management 3
GCAL - Goldman Sachs ETF Trust - Goldman Sachs Dynamic California Municipal Income ETF 3
Piedmont Capital Management, LLC/NC 3
Aberdeen Global Select Opportunities Fund Inc. 3
Blake Schutter Theil Wealth Advisors, LLC 3
Principled Equity Market 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
Kahn Brothers Group Inc /de/ 3
Maiden Cove Capital, LLC 3
C.V. Starr & Co., Inc. Trust 3
Salem Capital Management Inc 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
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 3
Cooksen Wealth, LLC 3
Ariston Services Group 3
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 3
Mfs Intermarket Income Trust I 3
ATLANTIC INVESTMENT Co 3
VCCEX - VALIC Co I - Core Equity Fund 3
Connecticut Capital Management Group, LLC 3
Global Strategic Investment Solutions, LLC 3
Hubbell Strickland Wealth Management, LLC 3
M3 Advisory Group, LLC 3
BlueChip Wealth Advisors LLC 3
Afg Fiduciary Services Limited Partnership 3
Stuyvesant Capital Management 3
VCSOX - VALIC Co I - International Socially Responsible Fund 3
IFG Advisors, LLC 3
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 3
Cleary Gull Inc. 3
Enclave Advisors LLC 3
Managed High Yield Plus Fund Inc 3
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 3
Safe Harbor Fiduciary, LLC 3
Promethium Advisors,llc 3
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 3
PAXWX - IMPAX FUNDS SERIES TRUST I - Impax Sustainable Allocation Fund PAX WORLD BALANCED FUND 3
Chimera Capital Management LLC 3
Xtx Markets Llc 3
Franklin Templeton Variable Insurance Products Trust - Franklin U.s. Government Securities Vip Fund Class 1 3
VLCCX - VALIC Co I - Large Cap Core Fund 3
Haverford Financial Services, Inc. 3
Pergamon Offshore Advisors, L.P. 3
FT Vest Total Return Income Fund: Series A2 3
Ark & Tlk Investments, Llc 3
FT Vest Hedged Equity Income Fund: Series A2 3
Corsair Opportunity Fund 3
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 3
Foyston, Gordon, & Payne Inc 3
Connolly Sarah T. 3
PENN SERIES FUNDS INC - High Yield Bond Fund 3
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 3
Soundwatch Capital LLC 3
Purpose Unlimited Inc. 3
PENN SERIES FUNDS INC - Mid Core Value Fund 3
BCS Private Wealth Management, Inc. 3
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 3
PENN SERIES FUNDS INC - Mid Cap Value Fund 3
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 3
Bill & Melinda Gates Foundation Trust 3
Northstar Investment Advisors Llc 3
Tudor Financial Inc. 3
Putnam High Yield Trust 3
Petersen Hastings Wealth Advisors Inc. 3
Elevation Series Trust - The Disciplined Growth Investors Fund 3
Stack Financial Management, Inc 3
NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares 3
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 3
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 3
S. Muoio & Co. Llc 3
Family Investment Center, Inc. 3
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF 3
Laurel Wealth Planning LLC 3
ACT Advisors, LLC. 3
James J. Burns & Company, LLC 3
Lumature Wealth Partners, LLC 3
Lombardia Capital Partners Llc 3
VCTPX - VALIC Co I - Inflation Protected Fund 3
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 3
Carleon Capital Partners LLC 3
Guardian Variable Products Trust - Guardian International Value VIP Fund 3
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 3
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 3
SkyTop Capital Management LLC 3
IronBridge Private Wealth, LLC 3
Alta Wealth Advisors LLC 3
Goepper Burkhardt LLC 3
Hudson Value Partners, LLC 3
Rock Point Advisors, LLC 3
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 3
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3
Moseley Investment Management Inc 3
Endowment Wealth Management, Inc. 3
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 3
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 3
CEY - Victory Portfolios II - VictoryShares Emerging Market High Div Volatility Wtd ETF 3
Locust Wood Capital Advisers, LLC 3
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 3
Round Rock Advisors, LLC 3
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 3
Vega Energy Gp, Llc 3
SMAPX - Salient MF Trust - Salient MLP & Energy Infrastructure Fund Class A 3
Papamarkou Wellner Asset Management inc. 3
C-J Advisory, Inc. 3
Horst & Graben Wealth Management LLC 3
PHYSX - ADVISORS SERIES TRUST - PIA High Yield Fund Institutional Class 3
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class 3
Rs Crum Inc. 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
Lantz Financial LLC 3
Private Wealth Strategies, L.L.C. 3
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 3
KGHG - Krane Shares Trust - KraneShares Global Carbon Transformation ETF 3
AQINX - AQR Funds - AQR International Equity Fund Class N 3
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 3
PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares 3
Longbow Finance SA 3
Claar Advisors LLC 3
GLOBALT Investments LLC / GA 3
Panning Capital Management, LP 3
Boston Research & Management Inc 3
Mission Creek Capital Partners, Inc. 3
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 3
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 3
Madrona Financial Services, LLC 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2022 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 3
RW Investment Management LLC 3
Partner Investment Management, L.P. 3
J. Derek Lewis & Associates Inc. 3
AtlasMark Financial, Inc 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 3
JDM Financial Group LLC 3
S. R. Schill & Associates 3
Castle Financial & Retirement Planning Associates, Inc. 3
Peachtree Investment Partners, LLC 3
Redwood Family Wealth LLC 3
BT Wealth Management LLC 3
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 3
FSIKX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Intermediate Municipal Income Fund 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 3
Financial Avengers, Inc. 3
Winslow Asset Management Inc 3
Hawkins Capital L.P. 3
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 3
NCP Inc. 3
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 3
Prospect Financial Services LLC 3
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 3
Strategic Investment Management, Llc 3
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 3
Inherent Group, Lp 3
Foothills Asset Management, Ltd. 3
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 3
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 3
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 3
Riverstone Advisors, LLC 3
Sterling Investment Management, Inc. 3
New World Advisors LLC 3
Phillips Financial Management, Llc 3
Brighthouse Funds Trust I - MFS Research International Portfolio Class A 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
Guidance Point Advisors, LLC 3
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 3
Bordeaux Wealth Advisors LLC 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Comstock Contrarian Equity ETF 3
AIMZ Investment Advisors, LLC 3
Ulysses Management LLC 3
Frisch Financial Group, Inc. 3
TCP Asset Management, LLC 3
OEF - iSHARES TRUST - iShares S&P 100 ETF 3
Vance Wealth, Inc. 3
Scholtz & Company, Llc 3
Advanced Series Trust - Ast Small-cap Growth Portfolio 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
IOO - iSHARES TRUST - iShares Global 100 ETF 3
IWC - iSHARES TRUST - iShares Micro-Cap ETF 3
O'ROURKE & COMPANY, Inc 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 3
INDY - iSHARES TRUST - iShares India 50 ETF 3
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 3
Banyan Capital Management, Inc. 3
Newday Solutions, Llc 3
Toms Capital Investment Management Lp 3
Domani Wealth, LLC 3
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N 3
Purus Wealth Management, LLC 3
Innealta Capital, Llc 3
Athena Global Investors LLC 3
Unified Trust Company, N.A. 3
ACR Alpine Capital Research, LLC 3
Kerntke Otto McGlone Wealth Management Group 3
Gordian Capital Singapore Pte Ltd 3
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 3
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 3
Rice Hall James & Associates, Llc 3
Spectrum Strategic Capital Management, LLC 3
Riverbridge Partners Llc 3
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 3
Wealth Management Partners, LLC 3
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 3
Bennett Associates Wealth Management 3
Wolff Financial Management Llc 3
Perbak Capital Partners LLP 3
Rebalance, Llc 3
Fairfax Financial Holdings Ltd/ Can 3
Pacific Wealth Strategies Group, Inc. 3
Eton Park Capital Management, L.P. 3
Compton Wealth Advisory Group, LLC 3
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 3
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 3
Bond & Devick Financial Network, Inc. 3
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 3
KKM Financial LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 3
Wulff, Hansen & Co. 3
Seven Springs Wealth Group, LLC 3
Samson Rock Capital LLP 3
M3 Wealth Management, LLC 3
Tide Point Capital Management, Lp 3
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 3
Apexium Financial, Lp 3
Foronjy Financial Llc 3
Sargent Investment Group, LLC 3
Insight Wealth Strategies, LLC 3
Traverso Chambers Private Wealth Management, LLC 3
Trail Ridge Investment Advisors, LLC 3
JMUB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 3
EMC Capital Management 3
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 3
Fifth Lane Capital, Lp 3
Copley Financial Group, Inc. 3
Tower Wealth Partners, Inc. 3
Dougherty Wealth Advisers LLC 3
Fusion Capital, LLC 3
Opera Trading Capital 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 3
Piper Sandler & Co. 3
FLC Capital Advisors 3
Middleton & Co Inc/ma 3
Summit Wealth & Retirement Planning, Inc. 3
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 3
Quantum Private Wealth, LLC 3
Systematic Portfolios LLC 3
Penney Financial, LLC 3
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 3
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 3
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 3
Beacon Pointe Wealth Advisors, Llc 3
Fenimore Asset Management Inc 3
FICJX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Free California II Fund Institutional Class 3
Touchstone Capital, Inc. 3
Pettinga Financial Advisors, LLC 3
Gantzert Investment Co Llc /adv 3
VIDI - ETF Series Solutions - Vident International Equity Fund 3
Anderson Hoagland & Co 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
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 3
Omega Advisors Inc. 3
VCSVX - VALIC Co II - Small Cap Value Fund 3
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF 3
VCHYX - VALIC Co II - High Yield Bond Fund 3
Strathmore Capital Advisors, Inc. 3
Encompass More Asset Management 3
Arrowgrass Capital Partners Llp 3
Eukles Asset Management 3
InvesTrust 3
Fox Hill Wealth Management 3
Battery Global Advisors, LLC 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
Tweedy, Browne Co LLC 3
Mkd Wealth Coaches, Llc 3
Wellington Wealth Strategies, LLC. 3
Mendel Capital Management LLC 3
HRS Investment Holdings, LLC 3
Signet Private Wealth LLC 3
Mosley Wealth Management 3
Sollinda Capital Management LLC 3
PW Nova Financial Services LLC 3
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 3
American Asset Management Inc. 3
Virginia National Bank 3
Baker Boyer National Bank 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
Impax Asset Management Group plc 3
Garden State Investment Advisory Services LLC 3
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 3
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 3
Elm Advisors, Llc 3
Persium Advisors, LLC 3
Benchmark Financial Wealth Advisors, LLC 3
Fogel Capital Management, Inc. 3
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 3
Benchmark Financial, LLC 3
Founders Grove Wealth Partners, Llc 3
Ncm Capital Management Group Inc 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 3
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 3
Mustard Seed Financial, LLC 3
Reliant Investment Partners, LLC 3
Cercano Management LLC 3
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 3
Flywheel Private Wealth LLC 3
SIG North Trading, ULC 3
Landmark Bank 3
Cognios Beta Neutral Large Cap Fund, Lp 3
Peak Financial Advisors Llc 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
J. L. Bainbridge & Co., Inc. 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
Charles Stewart Mott Foundation 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 3
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 3
Reynolds Investment Management, Inc. 3
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 3
PENN SERIES FUNDS INC - Small Cap Value Fund 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
Tallon Kerry Patrick 3
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 3
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 3
Canvas Wealth Advisors, LLC 3
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 3
Scoria Capital Partners LP 3
Financial Advisory Corp /ut/ /adv 3
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 3
Schaper Benz & Wise Investment Counsel Inc/wi 3
Flagship Private Wealth, LLC 3
SeaStone Capital Management, L.P. 3
Genesis Private Wealth, Llc 3
Ategra Capital Management, LLC 3
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 3
Blue Chip Wealth Management, Inc. 3
Stewardship Financial Advisors, LLC 3
Grace & White Inc /ny 3
Endeavor Private Wealth, Inc. 3
Rice Partnership, LLC 3
Gifford Fong Associates 3
Clarendon Private LLC 3
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 3
Morton Community Bank 3
Hartford Funds Management Co LLC 3
Winthrop Advisory Group LLC 3
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 3
Orca Wealth Management, LLC 3
Howard Capital Management 3
Fiduciary Advisors, Inc. 3
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 3
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 3
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 3
ROI Financial Advisors, LLC 3
Northstar Asset Management Llc 3
FCAN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Canada AlphaDEX Fund 3
Alden Global Capital LLC 3
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A 3
Wells Trecaso Financial Group, LLC 3
Rheos Capital Works Inc. 3
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 3
Qvr Llc 3
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 3
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI 3
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 3
Governors Lane LP 3
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 3
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 3
Blue Zone Wealth Advisors, LLC 3
PTIMX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Municipal Bond Fund - Institutional Class 3
Brigade Capital Management, Lp 3
Swarthmore Group Inc 3
EYLD - Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF 3
Q3 Asset Management 3
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 3