Security And Commodity Brokers, Dealers, Exchanges, And Services - Largest Owners in this Industry

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

Investor Number of Known Investments
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 489
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 428
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 391
UBS Group AG 360
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 344
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 343
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 340
Proequities, Inc. 339
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 337
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 329
Susquehanna International Group, Llp 327
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 327
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 325
Citadel Advisors Llc 324
Morgan Stanley 323
Jane Street Group, Llc 319
Royal Bank Of Canada 317
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 313
Bank Of America Corp /de/ 310
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 308
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 298
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 297
Wells Fargo & Company/mn 291
Tower Research Capital LLC (TRC) 288
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 287
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 274
ABYAX - RBB FUND, INC. - Abbey Capital Futures Strategy Fund Class A Shares 274
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 274
Jpmorgan Chase & Co 273
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 273
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 273
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 265
Advisor Group Holdings, Inc. 264
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 259
Goldman Sachs Group Inc 257
Fmr Llc 254
Citigroup Inc 252
Pnc Financial Services Group, Inc. 252
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 251
IFP Advisors, Inc 250
Bank Of Montreal /can/ 247
LPL Financial LLC 244
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 244
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 242
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 242
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 239
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 239
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 231
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 230
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 227
Deutsche Bank Ag\ 226
Ladenburg Thalmann Financial Services Inc 226
Ameriprise Financial Inc 225
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 224
Barclays Plc 224
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 224
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 222
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 222
Creative Planning 222
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 222
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 221
Envestnet Asset Management Inc 220
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 219
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 217
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 216
Northwestern Mutual Wealth Management Co 213
MAFAX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class A Shares 212
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 211
American International Group, Inc. 211
Virtu Financial LLC 211
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 211
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 211
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 210
Advisor Group, Inc. 206
Parallax Volatility Advisers, L.P. 206
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 205
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 205
Millennium Management Llc 204
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 203
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 203
Credit Suisse Ag/ 202
Ubs Ag 201
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 201
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 200
MASTER BOND LLC - Master Total Return Portfolio 199
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 199
BlackRock, Inc. 195
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 194
Simplex Trading, Llc 192
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 192
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 192
Advisory Services Network, LLC 192
Us Bancorp \de\ 192
QGMIX - AQR Funds - AQR Global Macro Fund Class I 190
Cambridge Investment Research Advisors, Inc. 190
Steward Partners Investment Advisory, Llc 189
Kcg Holdings, Inc. 188
Cwm, Llc 188
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 187
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 186
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 186
Wolverine Trading, Llc 185
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 183
SG Americas Securities, LLC 182
HighTower Advisors, LLC 182
Bank of New York Mellon Corp 182
Six Circles Trust - Six Circles Global Bond Fund 181
Stifel Financial Corp 179
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 178
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 178
Captrust Financial Advisors 178
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 178
Bnp Paribas Arbitrage, Sa 177
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 176
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 176
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 176
Fifth Third Bancorp 175
Manufacturers Life Insurance Company, The 175
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 173
Hrt Financial Lp 173
Sei Investments Co 173
Raymond James & Associates 172
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 171
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 171
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 171
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 171
Northern Trust Corp 170
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 168
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 166
Old Mission Capital Llc 166
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 166
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 165
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 165
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 165
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 164
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 164
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 164
Two Sigma Securities, Llc 164
MetLife Securities, Inc 163
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 163
Invesco Ltd. 163
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 162
Commonwealth Equity Services, Llc 162
Comerica Bank 162
Group One Trading, L.p. 162
Renaissance Technologies Llc 161
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 160
Private Advisor Group, LLC 158
ARCNX - AQR Funds - AQR Risk-Balanced Commodities Strategy Fund Class N 158
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 157
Raymond James Financial Inc 156
Raymond James Financial Services Advisors, Inc. 156
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 155
Allworth Financial LP 153
Cutler Group LP 152
Geneos Wealth Management Inc. 151
GWM Advisors LLC 151
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 150
Prelude Capital Management, Llc 150
Rockefeller Capital Management L.P. 149
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 149
NEXT Financial Group, Inc 148
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 148
Global Retirement Partners, LLC 148
Qube Research & Technologies Ltd 148
National Asset Management, Inc. 148
Geode Capital Management, Llc 148
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 147
Ancora Advisors, LLC 146
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 146
Huntington National Bank 146
Flow Traders U.s. Llc 145
CIBC Private Wealth Group, LLC 145
Bessemer Group Inc 145
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 144
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 144
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 144
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 144
Cetera Investment Advisers 144
Signaturefd, Llc 144
American Portfolios Advisors 143
Thrivent Financial For Lutherans 143
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 143
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 142
Parallel Advisors, LLC 141
Stratos Wealth Partners, LTD. 141
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 141
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 141
Walleye Trading LLC 140
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 140
Marshall Wace, Llp 139
Janney Montgomery Scott LLC 139
State Street Corp 139
Harbour Investments, Inc. 139
Nomura Holdings Inc 138
Cetera Advisor Networks LLC 138
Two Sigma Investments, Lp 138
Glenmede Trust Co Na 137
CLAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi Strategy Alternatives Fund Class A 137
Assetmark, Inc 136
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 135
Vanguard Group Inc 135
Farther Finance Advisors, LLC 135
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 134
Sowell Financial Services LLC 133
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 133
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 132
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 132
D. E. Shaw & Co., Inc. 132
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 132
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 131
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 131
Alliancebernstein L.p. 131
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 131
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 131
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 131
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 131
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 130
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 130
Parametric Portfolio Associates Llc 130
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 130
Federation des caisses Desjardins du Quebec 129
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 129
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 129
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 129
Sonora Investment Management, LLC 129
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 128
Jane Street Holding, LLC 128
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 128
Walleye Capital LLC 128
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 128
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 128
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 127
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 127
Mml Investors Services, Llc 127
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 127
JASVX - James Alpha Funds Trust - James Alpha Structured Credit Value Fund Class A 127
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 127
Belpointe Asset Management LLC 126
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 126
Russell Investments Group, Ltd. 126
National Bank Of Canada /fi/ 125
Verition Fund Management LLC 125
AE Wealth Management LLC 125
Prudential Financial Inc 125
Spire Wealth Management 124
Victory Capital Management Inc 124
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 124
Truist Financial Corp 124
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 123
O'shaughnessy Asset Management, Llc 123
Blair William & Co/il 123
Squarepoint Ops LLC 123
AdvisorNet Financial, Inc 123
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 123
Aqr Capital Management Llc 123
Paloma Partners Management Co 122
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 122
Wellington Management Group Llp 122
Larson Financial Group LLC 122
Jefferies Group LLC 122
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 122
New York State Common Retirement Fund 122
Wolverine Asset Management Llc 121
RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares 121
Benjamin F. Edwards & Company, Inc. 121
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 121
Kestra Advisory Services, LLC 120
Cetera Advisors LLC 119
D.a. Davidson & Co. 119
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 119
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 119
WFG Advisors, LP 119
Neuberger Berman Group LLC 119
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 119
Hsbc Holdings Plc 119
Balyasny Asset Management Llc 118
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 118
Rhumbline Advisers 118
Guggenheim Capital Llc 118
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 117
Two Sigma Advisers, Lp 117
Panagora Asset Management Inc 117
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 117
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 117
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 117
CIBC World Markets Inc. 116
Atria Investments Llc 116
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 116
Mariner, LLC 116
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 116
NOBOX - Northern Funds - Northern Bond Index Fund 116
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 116
Lazard Asset Management Llc 115
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 115
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 115
Charles Schwab Investment Management Inc 115
Principal Securities, Inc. 114
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 114
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 114
Mirae Asset Global Investments Co., Ltd. 114
First Horizon Advisors, Inc. 114
Legal & General Group Plc 114
Franklin Resources Inc 113
First Trust Advisors Lp 113
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 113
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 113
EverSource Wealth Advisors, LLC 113
Ronald Blue Trust, Inc. 113
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 113
Invesco Bond Fund 112
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 112
American Century Companies Inc 112
Dimensional Fund Advisors Lp 112
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 112
Gsa Capital Partners Llp 112
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 112
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 112
International Assets Investment Management, Llc 111
Commonwealth Equity Services, Inc 111
FNY Investment Advisers, LLC 111
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 111
Tudor Investment Corp Et Al 111
Sawtooth Solutions, LLC 111
Acadian Asset Management Llc 111
Ubs Asset Management Americas Inc 111
Allianz Asset Management GmbH 110
California State Teachers Retirement System 110
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 110
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 109
California Public Employees Retirement System 109
CoreCap Advisors, LLC 109
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 109
Federated Hermes, Inc. 109
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 109
Ground Swell Capital, LLC 109
Ameritas Investment Partners, Inc. 108
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 108
Macquarie Group Ltd 108
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 108
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 108
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 108
IHT Wealth Management, LLC 108
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 108
TCI Wealth Advisors, Inc. 108
Brinker Capital Investments, LLC 108
Creative Financial Designs Inc /adv 108
Jones Financial Companies Lllp 108
Oppenheimer & Co Inc 107
MAI Capital Management 107
Sunbelt Securities, Inc. 107
Private Trust Co Na 107
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 107
Great West Life Assurance Co /can/ 107
SRS Capital Advisors, Inc. 107
BlackRock Institutional Trust Company, N.A. 107
Quadrature Capital Ltd 107
Quadrant Capital Group Llc 107
Boothbay Fund Management, Llc 107
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 107
Price T Rowe Associates Inc /md/ 106
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 106
Voya Investment Management Llc 106
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 106
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 106
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 106
Cubist Systematic Strategies, LLC 106
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 105
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 105
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 105
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 105
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 105
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 105
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 105
Nuveen Asset Management, LLC 105
First Allied Advisory Services, Inc. 105
Wealthcare Advisory Partners LLC 105
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 105
Gradient Investments LLC 104
Schonfeld Strategic Advisors LLC 104
Strs Ohio 104
Whittier Trust Co 104
Penserra Capital Management LLC 104
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 104
EBSAX - RBB FUND, INC. - Campbell Systematic Macro Fund Class A Shares 104
Prospera Financial Services Inc 104
Patriot Financial Group Insurance Agency, LLC 104
Orion Portfolio Solutions, LLC 103
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 103
Meeder Asset Management Inc 103
BlackRock Investment Management, LLC 103
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 103
JASVX - SARATOGA ADVANTAGE TRUST - James Alpha Structured Credit Value Portfolio Class A 103
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 103
Brookstone Capital Management 103
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 103
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 103
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 103
Sofos Investments, Inc. 103
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 103
Cerity Partners LLC 102
Parkside Financial Bank & Trust 102
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 102
Wealth Enhancement Advisory Services, Llc 102
Arrowstreet Capital, Limited Partnership 102
Money Concepts Capital Corp 101
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 101
Sterling Capital Management LLC 101
CENTRAL TRUST Co 101
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 101
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 101
Nbc Securities, Inc. 100
Howe & Rusling Inc 100
GPMFX - GPS Funds II - GuidePath(R) Managed Futures Strategy Fund Service Shares 100
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 100
Valeo Financial Advisors, LLC 100
Flagship Harbor Advisors, Llc 99
Avantax Advisory Services, Inc. 99
BlackRock Advisors LLC 99
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 99
M&t Bank Corp 99
Carroll Financial Associates, Inc. 99
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 99
MUFG Americas Holdings Corp 99
Eaton Vance Management 98
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 98
BRACX - Blackrock Allocation Target Shares - Bats Series C 98
HAP Trading, LLC 98
Oxford Asset Management Llp 98
Trexquant Investment LP 98
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 98
Seacrest Wealth Management, Llc 98
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 98
Brown Brothers Harriman & Co 97
Teacher Retirement System Of Texas 97
Hartland & Co., LLC 97
Plante Moran Financial Advisors, LLC 97
Mercer Global Advisors Inc /adv 97
Norges Bank 97
Centaurus Financial, Inc. 97
First Republic Investment Management, Inc. 97
First Manhattan Co 96
State Of Wisconsin Investment Board 96
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 96
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 96
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 96
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 96
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 95
Point72 Asset Management, L.P. 95
Financial Architects, Inc 95
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 95
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 95
Public Employees Retirement System Of Ohio 95
Quantbot Technologies LP 95
Principal Financial Group Inc 94
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 94
BlackRock Fund Advisors 94
Managed Account Advisors Llc 94
Healthcare Of Ontario Pension Plan Trust Fund 94
State Board Of Administration Of Florida Retirement System 94
IMC-Chicago, LLC 94
Toronto Dominion Bank 94
Ameritas Investment Corp 94
Jump Financial, LLC 94
Proficio Capital Partners LLC 94
Regions Financial Corp 94
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 94
Sigma Planning Corp 94
PEAK6 Investments, L.P. 93
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 93
ProShare Advisors LLC 93
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 93
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 93
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 93
Dynamic Technology Lab Private Ltd 93
Ameritas Advisory Services, LLC 93
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 93
Massmutual Trust Co Fsb/adv 93
XTX Topco Ltd 93
National Planning Corp 93
Alberta Investment Management Corp 92
PEAK6 Investments LLC 92
Financial Advocates Investment Management 92
We Are One Seven, LLC 92
Metropolitan Life Insurance Co/ny 92
Lindbrook Capital, Llc 92
Jfs Wealth Advisors, Llc 92
Advanced Series Trust - Ast Advanced Strategies Portfolio 92
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 92
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 91
Engineers Gate Manager LP 91
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 91
Arkadios Wealth Advisors 91
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 91
ExodusPoint Capital Management, LP 91
Cresset Asset Management, LLC 91
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 91
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 91
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 91
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 91
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 91
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 91
Axa S.a. 90
Covestor Ltd 90
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 90
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 90
Baird Financial Group, Inc. 90
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 90
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 90
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 90
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 90
Brown Advisory Inc 90
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 89
Amalgamated Bank 89
Magnetar Financial LLC 89
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 89
Royce & Associates Lp 89
Synovus Financial Corp 89
Rehmann Capital Advisory Group 89
Tiaa Cref Investment Management Llc 89
Janus Henderson Group Plc 89
Zurcher Kantonalbank (Zurich Cantonalbank) 89
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 89
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 89
PDT Partners, LLC 89
TD Waterhouse Canada Inc. 89
Versant Capital Management, Inc 89
Hillsdale Investment Management Inc. 89
Marshall Wace North America L.P. 89
Mackenzie Financial Corp 88
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 88
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 88
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 88
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 88
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 88
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 88
United Capital Financial Advisers, Llc 88
Clear Street Markets Llc 88
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 88
STFBX - Advisers Investment Trust - State Farm Balanced Fund 88
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 88
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 88
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 88
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A 88
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 88
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 88
Smartleaf Asset Management LLC 88
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 88
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 88
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 88
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 87
Los Angeles Capital Management Llc 87
Snowden Capital Advisors LLC 87
Russell Frank Co/ 87
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 87
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 87
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 87
Resources Investment Advisors, LLC. 87
Umb Bank N A/mo 87
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 87
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 87
Teachers Advisors, Llc 87
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 87
Nationwide Fund Advisors 87
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 87
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 86
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 86
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 86
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 86
Cullen/frost Bankers, Inc. 86
CI Private Wealth, LLC 86
Nisa Investment Advisors, Llc 86
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 86
Atria Wealth Solutions, Inc. 86
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 86
Css Llc/il 85
NewSquare Capital LLC 85
Centiva Capital, LP 85
Capstone Investment Advisors, Llc 85
Coldstream Capital Management Inc 85
Kingsview Wealth Management, LLC 85
JNBA Financial Advisors 85
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 85
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 85
Whittier Trust Co Of Nevada Inc 85
Asset Dedication, LLC 84
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 84
Connor, Clark & Lunn Investment Management Ltd. 84
Allspring Global Investments Holdings, LLC 84
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 84
Private Capital Group, LLC 84
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 84
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 84
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 84
Stephens Inc /ar/ 84
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 84
MetLife Investment Management, LLC 84
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 84
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 84
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 84
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 84
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 84
Moors & Cabot, Inc. 83
Golden State Wealth Management, LLC 83
Regal Investment Advisors LLC 83
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 83
Schroder Investment Management Group 83
BlueCrest Capital Management Ltd 83
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 83
Credit Agricole S A 83
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 83
BlackRock Group LTD 83
OMERS ADMINISTRATION Corp 83
Man Group plc 83
IWV - iSHARES TRUST - iShares Russell 3000 ETF 83
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 83
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 83
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 83
New England Securities Corp /MA/ 82
Wealthspire Advisors, L.P. 82
Glassman Wealth Services 82
Eqis Capital Management, Inc. 82
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 82
Landscape Capital Management, L.l.c. 82
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 82
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 82
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 82
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 82
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 82
Toroso Investments, LLC 82
Exchange Traded Concepts, Llc 82
Sanctuary Advisors, LLC 82
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 82
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 82
Putnam Investments Llc 82
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 82
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 81
Principal Funds Inc 81
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 81
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 81
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 81
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 81
Integrated Wealth Concepts LLC 81
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 81
Loomis Sayles & Co L P 81
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 81
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 81
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 81
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 81
Wedbush Securities Inc 81
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 81
Td Asset Management Inc 81
Chicago Partners Investment Group LLC 81
College Retirement Equities Fund 81
Cornerstone Planning Group LLC 81
PIMCO FUNDS - PIMCO Short Asset Portfolio 80
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 80
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 80
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 80
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 80
Wiley Bros.-aintree Capital, Llc 80
Nomura Asset Management Co Ltd 80
FineMark National Bank & Trust 80
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 80
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 80
Bokf, Na 80
Six Circles Trust - Six Circles Credit Opportunities Fund 80
GAMMA Investing LLC 80
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 80
Bb&t Securities, Llc 79
1832 Asset Management L.P. 79
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 79
Headlands Technologies LLC 79
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 79
Dupont Capital Management Corp 79
PineBridge Investments, L.P. 79
Highbridge Capital Management Llc 79
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 79
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 79
Alpine Global Management, LLC 78
Weiss Asset Management LP 78
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 78
Gamco Investors, Inc. Et Al 78
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 78
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 78
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 78
Sandy Spring Bank 78
Canada Pension Plan Investment Board 78
LMR Partners LLP 78
GGBFX - GuideStone Funds - Global Bond Fund Investor 78
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 78
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 78
New York State Teachers Retirement System 78
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 78
SBI Securities Co., Ltd. 78
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 77
Natixis 77
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 77
Suntrust Banks Inc 77
Rothschild Investment Llc 77
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 77
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 77
RCTRX - Advisor Managed Portfolios - Regan Total Return Income Fund Investor Class 77
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 77
FDx Advisors, Inc. 77
Gabelli Funds Llc 77
Advisors Asset Management, Inc. 77
Point72 Hong Kong Ltd 77
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 77
Sound Income Strategies, LLC 77
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 77
Hollencrest Capital Management 77
Weiss Multi-Strategy Advisers LLC 77
Kestra Private Wealth Services, Llc 77
Manchester Capital Management LLC 77
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 77
Perigon Wealth Management, LLC 77
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 77
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 77
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 76
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 76
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 76
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 76
IndexIQ Advisors LLC 76
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 76
Hbk Investments L P 76
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 76
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 76
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 76
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 76
KBC Group NV 76
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 76
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 76
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 76
Public Sector Pension Investment Board 76
Clearbridge Investments, LLC 76
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 76
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 75
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 75
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 75
Venturi Wealth Management, LLC 75
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 75
Acrospire Investment Management LLC 75
Mutual Advisors, LLC 75
Trustcore Financial Services, Llc 75
Swiss National Bank 75
Asset Management One Co., Ltd. 75
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 75
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 75
Tradition Wealth Management, LLC 75
Tiaa-cref Funds 75
Baker Avenue Asset Management, LP 75
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 75
Public Employees Retirement Association Of Colorado 75
Empowered Funds, LLC 75
Pimco Dynamic Income Fund 75
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 75
Aperio Group, LLC 74
Natixis Advisors, L.p. 74
Catalyst Capital Advisors LLC 74
Arizona State Retirement System 74
NOSGX - Northern Funds - Northern Small Cap Value Fund 74
Laurion Capital Management LP 74
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 74
Reilly Financial Advisors, Llc 74
A.R.T. Advisors, LLC 74
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 74
Bridgeway Capital Management Inc 74
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 74
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 74
Pathstone Family Office, Llc 74
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 74
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 74
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 74
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 74
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 74
FinTrust Capital Advisors, LLC 74
North Star Investment Management Corp. 74
Winton Capital Group Ltd 74
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 74
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 74
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 74
Itau Unibanco Holding S.A. 73
Yorktown Management & Research Co Inc 73
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 73
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 73
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 73
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 73
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 73
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 73
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 73
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 73
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 73
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 73
State of Tennessee, Treasury Department 73
Capital Analysts, Inc. 73
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 73
Prudential Plc 73
Zacks Investment Management 73
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 73
Vanguard Index Funds 73
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 73
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 73
Alyeska Investment Group, L.P. 73
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 73
Voloridge Investment Management, Llc 73
Spot Trading L.L.C 73
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 73
Gts Securities Llc 73
Keybank National Association/oh 73
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 73
Susquehanna Fundamental Investments, Llc 73
Smithfield Trust Co 73
Trust Co Of Vermont 72
Capital Advisors, Ltd. LLC 72
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 72
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 72
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 72
Ellevest, Inc. 72
EIXIX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Income Strategy Fund Class I 72
Capital Fund Management S.a. 72
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 72
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 72
Hudson Bay Capital Management LP 72
RMB Capital Management, LLC 72
Colony Group, LLC 72
Mather Group, Llc. 72
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 72
Hm Payson & Co 72
Boston Private Wealth Llc 72
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 72
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 72
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 72
Lord, Abbett & Co. Llc 72
Valley National Advisers Inc 72
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 72
Park Avenue Securities Llc 72
State of Wyoming 72
Fisher Asset Management, LLC 72
Campbell & CO Investment Adviser LLC 72
Bayesian Capital Management, LP 72
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 72
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 72
Quantinno Capital Management LP 71
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 71
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 71
Independent Advisor Alliance 71
Financial Management Professionals, Inc. 71
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 71
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 71
Ci Investments Inc. 71
Townsquare Capital Llc 71
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 71
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 71
Vident Investment Advisory, LLC 71
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 71
Signet Financial Management, Llc 71
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 71
Skopos Labs, Inc. 71
DAVENPORT & Co LLC 71
Tocqueville Asset Management L.p. 71
Alps Advisors Inc 71
QS Investors, LLC 71
Wipfli Financial Advisors Llc, 71
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 71
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 71
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 71
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 70
Evercore Wealth Management, LLC 70
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 70
Optimum Investment Advisors 70
Quarry LP 70
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 70
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 70
SJS Investment Consulting Inc. 70
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 70
Bank Of Nova Scotia 70
JNL SERIES TRUST - JNL Bond Index Fund (I) 70
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 70
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 70
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 70
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 70
Castleview Partners, Llc 70
Picton Mahoney Asset Management 70
Summit Trail Advisors, Llc 70
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 70
VDAFX - VALIC Co I - Dynamic Allocation Fund 70
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 70
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 70
Knight Capital Group, Inc. 70
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 70
Advisor Resource Council 70
Fox Run Management, L.l.c. 70
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 69
Bell Investment Advisors, Inc 69
Martingale Asset Management L P 69
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 69
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 69
State of New Jersey Common Pension Fund D 69
U.S. Capital Wealth Advisors, LLC 69
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 69
Y-Intercept (Hong Kong) Ltd 69
Raymond James Trust N.a. 69
AMP Capital Investors Ltd 69
Farmers & Merchants Investments Inc 69
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 69
WealthPLAN Partners, LLC 69
Harbor Investment Advisory, Llc 69
Winslow, Evans & Crocker, Inc. 69
Lido Advisors, LLC 69
Bartlett & Co. Wealth Management Llc 69
ORG Partners LLC 69
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 69
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 69
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 69
Jefferies Financial Group Inc. 69
Amundi 69
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 69
Colony Group Llc 69
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 69
Pacer Advisors, Inc. 69
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 69
Lee Financial Co 68
Tradewinds Capital Management, LLC 68
Csenge Advisory Group 68
DRW Securities, LLC 68
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 68
Hancock Whitney Corp 68
Gemmer Asset Management LLC 68
FIL Ltd 68
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 68
RCTRX - Trust for Advised Portfolios - Regan Total Return Income Fund Investor Class 68
Virginia Retirement Systems Et Al 68
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 68
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 68
Continuum Advisory, LLC 68
BRYN MAWR TRUST Co 68
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 68
Scotia Capital Inc. 68
Aigen Investment Management, Lp 68
Ergoteles LLC 68
United Services Automobile Association 68
Aviva Plc 68
Rational Advisors Llc 68
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 68
Wunderlich Securities, Inc. 67
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 67
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 67
Skandinaviska Enskilda Banken AB (publ) 67
Berman Capital Advisors, LLC 67
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 67
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 67
Crossmark Global Holdings, Inc. 67
Newbridge Financial Services Group, Inc. 67
First Hawaiian Bank 67
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 67
Capital Investment Advisory Services, LLC 67
APG Asset Management N.V. 67
Philadelphia Financial Management of San Francisco, LLC 67
Shell Asset Management Co 67
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 67
Robeco Institutional Asset Management B.V. 67
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 67
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 67
Oppenheimer Asset Management Inc. 67
SOUTH STATE Corp 67
Bartlett & Co. LLC 67
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 67
Pathstone Holdings, LLC 67
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 67
Aquatic Capital Management LLC 67
Van Eck Associates Corp 66
Evoke Wealth, Llc 66
Macroview Investment Management Llc 66
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 66
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 66
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 66
Vantagepoint Funds 66
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 66
Stevens Capital Management Lp 66
Financial Gravity Companies, Inc. 66
Johnson Financial Group, Inc. 66
Enterprise Financial Services Corp 66
Twin Peaks Wealth Advisors, LLC 66
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 66
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 66
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 66
True Wealth Design, LLC 66
Nuveen, LLC 66
Commerce Bank 66
Teachers Retirement System Of The State Of Kentucky 66
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 66
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 66
Hexagon Capital Partners LLC 66
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 65
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 65
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 65
Grantham, Mayo, Van Otterloo & Co. LLC 65
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 65
Glen Eagle Advisors, LLC 65
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 65
Koshinski Asset Management, Inc. 65
Ubs Oconnor Llc 65
Veritable, L.P. 65
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 65
Mitsubishi UFJ Trust & Banking Corp 65
Equitable Holdings, Inc. 65
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 65
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 65
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 65
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 65
Cornerstone Wealth Management, LLC 65
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 65
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 65
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 65
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF 65
Dark Forest Capital Management Lp 65
BNP Paribas Asset Management Holding S.A. 65
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 65
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 65
Airain ltd 65
Disciplined Investments, LLC 65
Tcw Strategic Income Fund Inc 65
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 65
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 65
Hudock, Inc. 65
CIBC Asset Management Inc 65
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 65
Warren Averett Asset Management, LLC 65
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 65
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 64
BRASX - Blackrock Allocation Target Shares - Bats Series S 64
Tfs Capital Investment Trust 64
Citizens Financial Group Inc/ri 64
Ellington Management Group Llc 64
Globeflex Capital L P 64
Verus Capital Partners, Llc 64
Thompson Davis & Co., Inc. 64
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 64
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 64
Police & Firemen's Retirement System of New Jersey 64
Sequoia Financial Advisors, LLC 64
Caxton Associates Lp 64
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 64
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 64
Ensign Peak Advisors, Inc 64
Highlander Capital Management, LLC 64
Driehaus Capital Management Llc 64
Cary Street Partner Investment Advisory Llc 64
Coastal Investment Advisors, Inc. 64
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 64
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 64
Jacobs Levy Equity Management, Inc 64
Ausdal Financial Partners, Inc. 64
SUPRX - Two Roads Shared Trust - Superfund Managed Futures Strategy Fund Class A 64
J.w. Cole Advisors, Inc. 64
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 64
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 64
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 64
Tompkins Financial Corp 64
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 64
Hantz Financial Services, Inc. 64
C M Bidwell & Associates Ltd 64
Boston Partners 64
Claraphi Advisory Network, LLC 64
Merit Financial Group, LLC 64
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 63
Envestnet Portfolio Solutions, Inc. 63
Cibc World Markets Corp 63
Gotham Asset Management, LLC 63
Apollon Wealth Management, LLC 63
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 63
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 63
Ieq Capital, Llc 63
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 63
Fieldpoint Private Securities, LLC 63
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 63
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 63
Daiwa Securities Group Inc. 63
Mount Yale Investment Advisors, LLC 63
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 63
TRANSAMERICA FUNDS - Transamerica Core Bond I2 63
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 63
Ashton Thomas Private Wealth, LLC 63
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 63
Vestcor Inc 63
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 63
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 63
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 63
Ing Groep Nv 63
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 63
Calamos Advisors LLC 63
GAM Holding AG 63
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 63
Sargent Bickham Lagudis LLC 63
Graham Capital Management, L.P. 63
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 63
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 63
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 63
State Farm Mutual Fund Trust 63
Brandywine Global Investment Management, LLC 63
GPS Wealth Strategies Group, LLC 63
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 63
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 63
Interval Partners, LP 62
GeoWealth Management, LLC 62
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 62
Corebridge Financial, Inc. 62
Fiera Capital Corp 62
Compagnie Lombard Odier SCmA 62
Change Path, LLC 62
Strategic Wealth Partners, Ltd. 62
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 62
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 62
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 62
Crewe Advisors LLC 62
Carolinas Wealth Consulting Llc 62
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 62
Key FInancial Inc 62
Capital Performance Advisors Llp 62
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 62
Sanctuary Wealth Advisors, LLC 62
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 62
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 62
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 62
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 62
Evergreen Capital Management Llc 62
Jaffetilchin Investment Partners, LLC 62
State Farm Variable Product Trust 62
Nordea Investment Management Ab 62
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 62
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 62
Dynamic Advisor Solutions LLC 62
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 62
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 62
Pictet Asset Management Holding SA 62
Lenox Wealth Advisors, LLC 62
Toth Financial Advisory Corp 62
DPFAX - Northern Lights Fund Trust - Deer Park Total Return Credit Fund Class A 62
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 62
Assenagon Asset Management S.A. 62
Almanack Investment Partners, LLC. 62
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 62
Belvedere Trading LLC 62
Societe Generale 62
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 62
Brevan Howard Capital Management LP 62
Pinnacle Wealth Planning Services, Inc. 61
Focused Wealth Management, Inc 61
Quantamental Technologies LLC 61
Placemark Investments, Inc. 61
Harvest Fund Management Co., Ltd 61
Convergence Investment Partners, LLC 61
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 61
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 61
LS Investment Advisors, LLC 61
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 61
Avion Wealth 61
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 61
Mutual Of America Capital Management Llc 61
NumerixS Investment Technologies Inc 61
Integrated Advisors Network LLC 61
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 61
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 61
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 61
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 61
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 61
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 61
Xponance, Inc. 61
Coppell Advisory Solutions LLC 61
New York Life Investment Management Llc 61
AlphaMark Advisors, LLC 61
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 60
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 60
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 60
Quantitative Systematic Strategies LLC 60
Janney Capital Management LLC 60
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 60
Handelsbanken Fonder AB 60
DekaBank Deutsche Girozentrale 60
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 60
JustInvest LLC 60
MCF Advisors LLC 60
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 60
BDO Wealth Advisors, LLC 60
Quest Partners LLC 60
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 60
Jupiter Asset Management Ltd 60
Wilbanks Smith & Thomas Asset Management Llc 60
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 60
StoneX Group Inc. 60
Occudo Quantitative Strategies Lp 60
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 60
Sumitomo Mitsui Trust Holdings, Inc. 60
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 60
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 60
Brewin Dolphin Ltd 60
Algert Global Llc 60
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 60
Emerald Acquisition Ltd. 60
Twin Tree Management, LP 60
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 60
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 59
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 59
Amalgamated Financial Corp. 59
ClariVest Asset Management LLC 59
RidgeWorth Capital Management LLC 59
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 59
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 59
Commerzbank Aktiengesellschaft /fi 59
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 59
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 59
Gupta Wealth Management LLC 59
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 59
Blueshift Asset Management, LLC 59
First Mercantile Trust Co 59
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 59
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 59
Rise Advisors, LLC 59
Capital Asset Advisory Services LLC 59
Quent Capital, LLC 59
Usca Ria Llc 59
Oregon Public Employees Retirement Fund 59
Eagle Bay Advisors LLC 59
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 59
Timber Hill LLC 59
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 59
Bogart Wealth, LLC 59
Salem Investment Counselors Inc 59
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 59
Tortoise Investment Management, LLC 59
Tucker Asset Management Llc 59
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 59
GHP Investment Advisors, Inc. 59
RDMAX - Mutual Fund & Variable Insurance Trust - Rational/ReSolve Adaptive Asset Allocation Fund Class A 59
FORA Capital, LLC 59
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 59
Piedmont Investment Advisors Llc 59
Adage Capital Partners Gp, L.l.c. 59
Intech Investment Management Llc 59
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 58
Kayne Anderson Rudnick Investment Management Llc 58
Wealthfront Inc 58
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 58
Yousif Capital Management, Llc 58
Holocene Advisors, LP 58
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 58
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 58
Klp Kapitalforvaltning As 58
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 58
Guardian Wealth Advisors, LLC 58
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 58
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 58
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 58
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 58
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 58
Horizon Investments, LLC 58
Massachusetts Financial Services Co /ma/ 58
Vanguard World Fund 58
Westport Resources Management Inc 58
Global Financial Private Client, LLC 58
Baldwin Brothers Inc/ma 58
Seven Eight Capital, Lp 58
Pimco Flexible Credit Income Fund 58
Spark Investment Management LLC 58
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 58
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 58
Arete Wealth Advisors, LLC 58
Fortitude Family Office, LLC 58
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 58
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 57
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 57
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 57
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 57
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 57
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 57
Twinbeech Capital Lp 57
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 57
PIMCO FUNDS - PIMCO Sector Fund Series - I 57
Motco 57
Washington Trust Bank 57
Nine Chapters Capital Management LLC 57
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 57
Oppenheimer Funds Inc 57
Calamos Strategic Total Return Fund 57
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 57
Westpac Banking Corp 57
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 57
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 57
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 57
Beacon Pointe Advisors, LLC 57
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 57
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 57
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 57
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 57
Thompson Siegel & Walmsley Llc 57
State of Alaska, Department of Revenue 57
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 57
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 57
Tfs Capital Llc 57
Bridgewater Associates, LP 57
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 57
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 57
Td Private Client Wealth Llc 57
Profund Advisors Llc 57
Maven Securities LTD 56
Joel Isaacson & Co., LLC 56
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 56
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 56
Edge Wealth Management LLC 56
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 56
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 56
Mycio Wealth Partners, Llc 56
UMA Financial Services, Inc. 56
BlackRock Japan Co. Ltd 56
GV Financial Advisors 56
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 56
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 56
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 56
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 56
Activest Wealth Management 56
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 56
Colonial Trust Co / SC 56
Stonebridge Capital Advisors LLC 56
San Francisco Sentry Investment Group (ca) 56
Stephens Consulting, LLC 56
Deere & Co 56
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 56
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 56
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 56
Vident Advisory, LLC 56
Freestone Capital Holdings, LLC 56
Caption Management, LLC 56
Transce3nd, LLC 56
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 56
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 56
Cape Investment Advisory, Inc. 56
Pictet Asset Management Sa 56
PENN SERIES FUNDS INC - International Equity Fund 56
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 55
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 55
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 55
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 55
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 55
Clinton Group Inc 55
Transamerica Financial Advisors, Inc. 55
Institute for Wealth Management, LLC. 55
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 55
Impact Partnership Wealth, LLC 55
Baystate Wealth Management LLC 55
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 55
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 55
Avestar Capital, LLC 55
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 55
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 55
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 55
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 55
Rafferty Asset Management, LLC 55
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 55
First Quadrant L P/ca 55
Beacon Capital Management, LLC 55
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 55
Covington Capital Management 55
Pinnacle Associates Ltd 55
Caisse De Depot Et Placement Du Quebec 55
Concert Wealth Management Inc. 55
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 55
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 55
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 55
Nuveen Preferred & Income Opportunities Fund 55
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 55
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 55
Westside Investment Management, Inc. 55
U S Global Investors Inc 55
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 55
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 55
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 55
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 55
Regentatlantic Capital Llc 55
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 55
Diversified Trust Co 55
Horizon Kinetics Asset Management Llc 55
Versor Investments LP 55
Point72 (DIFC) Ltd 55
Avantax Planning Partners, Inc. 55
Archer Investment Corp 55
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 55
People's United Financial, Inc. 55
Capula Management Ltd 55
Clear Harbor Asset Management, LLC 54
Edgestream Partners, L.P. 54
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 54
Moore Capital Management, Lp 54
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 54
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 54
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 54
WR Wealth Planners, LLC 54
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 54
Caitong International Asset Management Co., Ltd 54
WASHINGTON TRUST Co 54
Louisiana State Employees Retirement System 54
Prestige Wealth Management Group LLC 54
Wealthcare Capital Management Llc 54
Cornerstone Capital Management Holdings Llc. 54
Partnervest Advisory Services LLC 54
PIMCO FUNDS - PIMCO ABS and Short-Term Investments Portfolio 54
FNY Managed Accounts LLC 54
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 54
Advisors Preferred, LLC 54
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 54
Schubert & Co 54
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 54
First Personal Financial Services 54
EP Wealth Advisors, Inc. 54
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 54
Pnc Funds 54
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 54
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 54
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 54
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 54
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 54
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 54
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 54
Amundi Pioneer Asset Management Inc 54
Hilltop Holdings Inc. 54
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 54
Moneta Group Investment Advisors Llc 54
Steward Financial Group LLC 54
Aptus Capital Advisors, LLC 54
Bay Harbor Wealth Management, LLC 54
Petrus Trust Company, LTA 54
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 54
Nebula Research & Development LLC 54
Capstone Asset Management Co 54
CVA Family Office, LLC 54
Advantage Investment Management, Llc 54
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 53
Integrated Wealth Management 53
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 53
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 53
Jacobi Capital Management LLC 53
Simon Quick Advisors, Llc 53
Assured Investment Management LLC 53
FourThought Financial, LLC 53
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 53
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 53
Cornerstone Advisors, Inc. 53
Emerald Investment Partners, Llc 53
Rydex Etf Trust 53
FNY Partners Fund LP 53
CPSIX - Unified Series Trust - Fci Bond Fund 53
Polar Asset Management Partners Inc. 53
Texas Permanent School Fund 53
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 53
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 53
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 53
Bogle Investment Management L P /de/ 53
Stratos Wealth Advisors, LLC 53
Vestmark Advisory Solutions, Inc. 53
Concord Wealth Partners 53
Brookfield Asset Management Inc. 53
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 53
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 53
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 53
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 53
Eagle Asset Management Inc 53
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 53
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 53
Old National Bancorp /in/ 53
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 53
Pictet Asset Management Ltd 53
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 53
Denali Advisors Llc 53
Employees Retirement System of Texas 52
SAC Capital Advisors LP 52
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 52
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 52
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 52
Jump Trading, LLC 52
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 52
Maryland State Retirement & Pension System 52
First Trust Intermediate Duration Preferred & Income Fund 52
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 52
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 52
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 52
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 52
Nwam Llc 52
Benjamin Edwards Inc 52
Mackay Shields Llc 52
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 52
Hemington Wealth Management 52
Gyon Technologies Capital Management, LP 52
WAVEX - NORTHERN LIGHTS FUND TRUST II - Longboard Managed Futures Strategy Fund Class A Shares 52
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 52
Prime Capital Investment Advisors, LLC 52
Arlington Trust Co LLC 52
BerganKDV Wealth Management, LLC 52
EntryPoint Capital, LLC 52
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 52
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 52
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 52
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 52
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 52
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 52
Zions Bancorporation, N.A. 52
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 52
Lincoln National Corp 52
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 52
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 52
Calton & Associates, Inc. 52
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 52
K2 Principal Fund, L.p. 52
Fred Alger Management, Llc 52
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 52
Kore Private Wealth LLC 52
Atom Investors LP 52
Jennison Associates Llc 52
McIlrath & Eck, LLC 52
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 52
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 52
Rsm Us Wealth Management Llc 52
Liberty Wealth Management Llc 52
Element Capital Management Llc 52
Symphony Asset Management Llc 52
Kcm Investment Advisors Llc 52
Fuller & Thaler Asset Management, Inc. 52
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 52
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 51
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 51
Peak6 Llc 51
NN Investment Partners Holdings N.V. 51
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 51
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 51
Kovitz Investment Group Partners, LLC 51
USA Financial Portformulas Corp 51
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 51
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 51
JDJRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Macro Fund Class R6 51
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 51
Wbi Investments, Inc. 51
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 51
Alpine Woods Capital Investors, Llc 51
Rialto Wealth Management, LLC 51
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 51
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 51
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 51
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 51
Aster Capital Management (DIFC) Ltd 51
Alliancebernstein Global High Income Fund Inc 51
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 51
Catalyst Funds Management Pty Ltd 51
CAPROCK Group, Inc. 51
ACG Wealth 51
ETRADE Capital Management LLC 51
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 51
Capital World Investors 51
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 51
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 51
Universal- Beteiligungs- und Servicegesellschaft mbH 51
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 51
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio 51
Duality Advisers, Lp 51
Savant Capital, LLC 51
Vigilant Capital Management, LLC 51
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 51
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 51
SG3 Management, LLC 50
Cipher Capital LP 50
James Investment Research Inc 50
Axq Capital, Lp 50
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 50
Menta Capital Llc 50
Edmond De Rothschild Holding S.a. 50
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 50
Brinker Capital Inc 50
Elite Wealth Management, Inc. 50
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 50
ACSKX - American Century Investment Trust - Short Duration Fund C Class 50
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 50
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 50
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 50
Bluefin Capital Management, Llc 50
First Citizens Bank & Trust Co 50
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 50
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 50
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 50
Axxcess Wealth Management, Llc 50
Financial Counselors Inc 50
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 50
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 50
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 50
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 50
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 50
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 50
Utah Retirement Systems 50
City Holding Co 50
DiNuzzo Private Wealth, Inc. 50
Optiver Holding B.V. 50
Concurrent Investment Advisors, LLC 50
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 50
CX Institutional 50
Stifel Nicolaus & Co Inc \mo\ 50
Voya Prime Rate Trust 50
Fiduciary Trust Co 50
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 50
Weiss Strategic Interval Fund 50
Level Four Advisory Services, Llc 50
Atlantic Trust, LLC 50
Anchor Investment Management, LLC 50
Illinois Municipal Retirement Fund 50
Cordant, Inc. 50
Kovack Advisors, Inc. 50
Ajo, Lp 50
Private Ocean, LLC 50
Sheaff Brock Investment Advisors, LLC 50
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 50
Montag A & Associates Inc 50
Raleigh Capital Management Inc. 50
NewEdge Wealth, LLC 50
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 50
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 50
Archford Capital Strategies, LLC 50
Oppenheimer Etf Trust 50
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 50
Entropy Technologies, LP 49
Quantitative Investment Management, LLC 49
Treasurer of the State of North Carolina 49
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 49
Founders Financial Alliance, LLC 49
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 49
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 49
Parkworth Wealth Management, Inc. 49
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 49
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 49
Summit Global Investments 49
Sei Trust Co 49
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 49
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 49
Numeric Investors Llc 49
Municipal Employees' Retirement System of Michigan 49
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 49
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 49
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 49
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A 49
Pittenger & Anderson Inc 49
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 49
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 49
PSI Advisors, LLC 49
Cohen & Steers Reit & Preferred Income Fund Inc 49
Congress Wealth Management LLC / DE / 49
Point72 Asia (Singapore) Pte. Ltd. 49
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 49
Pensionmark Financial Group, Llc 49
Harel Insurance Investments & Financial Services Ltd. 49
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 49
Vontobel Holding Ltd. 49
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 49
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 49
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 49
Crestline Management, LP 49
FLDFX - Meeder Funds - BALANCED FUND Retail Class 49
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 49
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 49
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 49
Karp Capital Management Corp 49
Humankind Benefit Corp - Humankind US Stock ETF 49
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 49
Gillson Capital LP 49
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 49
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 49
Erste Asset Management GmbH 49
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 49
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 49
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 49
Teza Capital Management LLC 49
Laffer Investments 49
Bridgefront Capital, LLC 48
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 48
American Capital Advisory, LLC 48
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 48
Integral Derivatives, LLC 48
FJ Capital Management LLC 48
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 48
Cribstone Capital Management, LLC 48
Ontario Teachers Pension Plan Board 48
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 48
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 48
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 48
Next Financial Holdings 48
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 48
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 48
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 48
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 48
Argent Trust Co 48
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 48
Pearl River Capital, LLC 48
Soros Fund Management Llc 48
EBI - RBB Fund Trust - Longview Advantage ETF 48
Lsv Asset Management 48
Atlas Capital Advisors Llc 48
Mason Street Advisors, Llc 48
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 48
Thurston, Springer, Miller, Herd & Titak, Inc. 48
Alphacrest Capital Management Llc 48
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 48
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 48
Leuthold Group, Llc 48
Riverview Trust Co 48
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 48
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 48
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 48
Claro Advisors LLC 48
Formidable Asset Management, LLC 48
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 48
Wealthspire Advisors, LLC 48
CenterStar Asset Management, LLC 48
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 48
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 48
Pinnacle Summer Investments, Inc. 48
Diametric Capital, LP 48
AHL Partners LLP 48
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 48
Institutional & Family Asset Management, Llc 48
Mirabella Financial Services Llp 48
V Wealth Advisors LLC 48
Eaton Vance Ltd Duration Income Fund 48
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 48
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 48
Atomi Financial Group, Inc. 48
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 48
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 48
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 48
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 48
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 48
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 47
CWM Advisors, LLC 47
Ledyard National Bank 47
D'Orazio & Associates, Inc. 47
Camarda Financial Advisors, LLC 47
Contravisory Investment Management, Inc. 47
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 47
BlackRock ETF Trust II - BlackRock Flexible Income ETF 47
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 47
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 47
Navellier & Associates Inc 47
Weaver Consulting Group 47
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 47
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 47
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 47
Bluefin Trading, LLC 47
FundVantage Trust - Verplanck Balanced Fund 47
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 47
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 47
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 47
Boston Advisors Llc 47
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 47
Strategic Blueprint, LLC 47
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 47
BlackRock ETF Trust II - BlackRock Total Return ETF 47
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 47
Azora Capital LP 47
Van Hulzen Asset Management, LLC 47
Ritholtz Wealth Management 47
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 47
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 47
Abound Wealth Management 47
Wesbanco Bank Inc 47
Clark Capital Management Group, Inc. 47
Great Lakes Advisors, Llc 47
Maltese Capital Management Llc 47
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 47
Independent Portfolio Consultants, Inc. 47
Cohen & Steers Select Preferred & Income Fund, Inc. 47
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 47
Comerica Securities,inc. 47
Capital Bank & Trust Co 47
Truvestments Capital Llc 47
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 47
Sciencast Management LP 47
Eudaimonia Partners, LLC 47
Nvwm, Llc 47
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 47
Checchi Capital Advisers, LLC 47
Simplicity Wealth,LLC 47
Commonwealth Bank Of Australia 47
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 47
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 47
BI Asset Management Fondsmaeglerselskab A/S 47
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 47
Guggenheim Active Allocation Fund 47
Procyon Private Wealth Partners, LLC 47
Profunds - Profund Vp Oil & Gas 47
Balentine LLC 47
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 47
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 47
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 47
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 47
EQCHX - Investment Managers Series Trust II - AXS Chesapeake Strategy Fund Class I Shares 47
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 47
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 47
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 46
Intellectus Partners, LLC 46
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 46
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 46
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 46
Analytic Investors, LLC 46
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 46
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 46
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 46
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 46
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 46
Harwood Advisory Group, LLC 46
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 46
Cassady Schiller Wealth Management, LLC 46
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 46
Caas Capital Management Lp 46
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 46
Mv Capital Management, Inc. 46
Cadence Capital Management Llc 46
Pitcairn Co 46
Wealthfront Advisers Llc 46
Kestra Investment Management, LLC 46
Householder Group Estate & Retirement Specialist, LLC 46
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 46
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 46
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 46
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 46
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 46
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 46
Everence Capital Management Inc 46
IFG Advisory, LLC 46
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 46
Chevy Chase Trust Holdings, Inc. 46
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 46
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 46
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 46
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 46
Meridian Wealth Partners, LLC 46
Essex Financial Services, Inc. 46
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 46
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 46
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 46
Ionic Capital Management LLC 46
Securian Asset Management, Inc 46
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 46
Claymore Exchange-traded Fund Trust 46
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 46
Exane Derivatives 46
Shelton Capital Management 46
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 46
Agf Investments Inc. 46
Wolff Wiese Magana Llc 46
Maverick Capital Ltd 46
PFG Advisors 46
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 46
K.J. Harrison & Partners Inc 46
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 46
Segall Bryant & Hamill, Llc 46
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 46
Sherbrooke Park Advisers Llc 46
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 46
SpiderRock Advisors, LLC 46
Highland Capital Management, Llc 46
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 46
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 46
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 45
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 45
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 45
Beaird Harris Wealth Management, LLC 45
VCSLX - VALIC Co I - Small Cap Index Fund 45
Horizon Kinetics LLC 45
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 45
Annis Gardner Whiting Capital Advisors, LLC 45
Colonial Trust Advisors 45
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 45
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 45
Bleakley Financial Group, LLC 45
Sutton Wealth Advisors Inc. 45
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 45
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 45
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 45
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 45
World Asset Management Inc 45
Cnh Partners Llc 45
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 45
Invictus RG 45
Candriam Luxembourg S.C.A. 45
Grove Bank & Trust 45
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 45
Heritage Wealth Advisors 45
Paradigm Asset Management Co Llc 45
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 45
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 45
Western Asset Investment Grade Defined Opportunity Trust Inc. 45
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 45
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 45
John Hancock Hedged Equity & Income Fund 45
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 45
Oakworth Capital, Inc. 45
Laurel Wealth Advisors LLC 45
Venture Visionary Partners LLC 45
Prana Capital Management, LP 45
EAM Investors, LLC 45
HFM Investment Advisors, LLC 45
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 45
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 45
Geneva Advisors, LLC 45
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 45
Vantage Investment Advisors, LLC 45
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 45
NSIDX - Northern Funds - Northern Small Cap Index Fund 45
Advisory Alpha, LLC 45
EQ ADVISORS TRUST - EQ/PIMCO Global Real Return Portfolio Class K 45
Buckingham Strategic Partners 45
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 45
Parkwood LLC 45
Kistler-Tiffany Companies, LLC 45
Chicago Equity Partners Llc 45
M Holdings Securities, Inc. 45
Riverhead Capital Management Llc 45
Moisand Fitzgerald Tamayo, LLC 45
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 45
IWM - iSHARES TRUST - iShares Russell 2000 ETF 45
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 45
R Squared Ltd 45
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 45
Altshuler Shaham Ltd 45
Front Row Advisors LLC 45
IWB - iSHARES TRUST - iShares Russell 1000 ETF 45
Visium Asset Management, LP 45
HHM Wealth Advisors, LLC 45
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 45
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 45
Levin Capital Strategies, L.p. 45
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 45
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 45
GIMFX - GMO TRUST - GMO Implementation Fund 45
American National Bank 45
Westwood Holdings Group Inc 45
HB Wealth Management, LLC 45
VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative 45
PFG Investments, LLC 45
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 45
Accurate Wealth Management, LLC 45
Baird Robert W & Co Inc /wi/ 45
Johnson Investment Counsel Inc 45
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 45
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 44
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 44
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 44
SLPIX - Profunds - Small-cap Profund Investor Class 44
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 44
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 44
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 44
Pekin Hardy Strauss, Inc. 44
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 44
Mckinley Capital Management Llc /delaware 44
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 44
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB 44
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 44
GABELLI & Co INVESTMENT ADVISERS, INC. 44
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 44
Artemis Investment Management LLP 44
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 44
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 44
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 44
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 44
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 44
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 44
Pacitti Group Inc. 44
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 44
Western Wealth Management, LLC 44
Standard Life Aberdeen plc 44
Qrg Capital Management, Inc. 44
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 44
Savior LLC 44
Lighthouse Investment Partners, LLC 44
Profunds - Profund Vp Ultrasmall-cap 44
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 44
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 44
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 44
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 44
Principia Wealth Advisory, LLC 44
Allegis Investment Advisors, LLC 44
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 44
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 44
WealthTrak Capital Management LLC 44
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 44
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 44
Cornercap Investment Counsel Inc 44
Profunds - Profund Vp Small-cap 44
Creekmur Asset Management LLC 44
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 44
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 44
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 44
Foundations Investment Advisors, LLC 44
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 44
Miracle Mile Advisors, LLC 44
TFC Financial Management 44
Dorsey Wright & Associates 44
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 44
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 44
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 44
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 44
Old Mutual Global Investors (UK) Ltd. 44
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 44
CenterStar Fund, LLC 44
Cinctive Capital Management LP 44
Bruce G. Allen Investments, LLC 44
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 44
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 44
LRI Investments, LLC 44
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 44
GFS Advisors, LLC 44
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 43
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 43
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 43
Bailard, Inc. 43
Sumitomo Mitsui DS Asset Management Company, Ltd 43
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 43
Total Clarity Wealth Management, Inc. 43
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 43
Great Valley Advisor Group, Inc. 43
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 43
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 43
QCM Cayman, Ltd. 43
PENN SERIES FUNDS INC - Small Cap Index Fund 43
Princeton Alpha Management LP 43
tru Independence LLC 43
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 43
Investors Research Corp 43
Western Asset Income Fund 43
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 43
Moloney Securities Asset Management, LLC 43
Retirement Group, LLC 43
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 43
Boston Private Bank & Trust Co 43
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 43
Hanseatic Management Services Inc 43
Point72 Middle East FZE 43
Ethic Inc. 43
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 43
Keebeck Alpha, LP 43
SECOR Capital Advisors, LP 43
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 43
Capital One, National Association 43
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 43
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 43
Opal Wealth Advisors, LLC 43
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 43
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 43
JJJ Advisors Inc. 43
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 43
IOFAX - MUTUAL FUND SERIES TRUST - AlphaCentric Income Opportunities Fund Class A 43
Pimco Corporate & Income Opportunity Fund 43
Banque Cantonale Vaudoise 43
Cambridge Trust Co 43
Wetherby Asset Management Inc 43
Stone Ridge Asset Management LLC 43
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 43
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 43
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 43
Leavell Investment Management, Inc. 43
Private Wealth Management Group, LLC 42
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 42
Northern Trust Co Of Connecticut 42
Old Mission Capital, Llc 42
Tfo-tdc, Llc 42
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 42
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 42
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 42
Hartford Mutual Funds Inc/ct 42
Adviser Investments LLC 42
Pinnacle Financial Partners Inc 42
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 42
Full18 Capital LLC 42
Xact Kapitalforvaltning AB 42
Retirement Systems of Alabama 42
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 42
Tarbox Family Office, Inc. 42
Ropes Wealth Advisors Llc 42
Mosaic Family Wealth, LLC 42
PFFD - Global X Funds - Global X U.S. Preferred ETF 42
Inceptionr Llc 42
Smith Asset Management Group Lp 42
Virtus Investment Advisers, Inc. 42
Trilogy Capital Inc. 42
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 42
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 42
Oliver Lagore Vanvalin Investment Group 42
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 42
State Of Michigan Retirement System 42
Addison Advisors LLC 42
Alpine Series Trust 42
UYG - PROSHARES TRUST - ProShares Ultra Financials 42
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 42
TRUE Private Wealth Advisors 42
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 42
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 42
Korea Investment CORP 42
Profunds - Profund Vp Financials 42
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 42
Harbor Capital Advisors, Inc. 42
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 42
Elkfork Partners LLC 42
Heritage Wealth Management, Llc 42
Pinkerton Retirement Specialists, LLC 42
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 42
Tcw Group Inc 42
Janus Capital Management Llc 42
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 42
IYF - iSHARES TRUST - iShares U.S. Financials ETF 42
Argentus Capital Management, LLC 42
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 42
Bare Financial Services, Inc 42
Bb&t Investment Services, Inc. 42
NOCBX - Northern Funds - Northern Core Bond Fund 42
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 42
NOFIX - Northern Funds - Northern Fixed Income Fund 42
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 42
BBVA USA Bancshares, Inc. 42
Apriem Advisors 42
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 42
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 42
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 42
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 42
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 42
Cigna Investments Inc /new 42
Cambria Investment Management, L.P. 42
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 42
Vise Technologies, Inc. 41
Squar Milner Financial Services Llc 41
Wealth Quarterback LLC 41
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 41
Samalin Investment Counsel, LLC 41
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 41
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 41
Highline Wealth Partners Llc 41
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 41
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 41
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 41
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 41
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 41
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 41
First Command Advisory Services, Inc. 41
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 41
Forum Financial Management, LP 41
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 41
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 41
Equitec Proprietary Markets, Llc 41
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 41
Qci Asset Management Inc/ny 41
Burt Wealth Advisors 41
Claybrook Capital, LLC 41
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 41
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 41
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 41
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 41
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 41
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 41
VCAAX - VALIC Co I - Asset Allocation Fund 41
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 41
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 41
Hennion & Walsh Asset Management, Inc. 41
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 41
RBF Capital, LLC 41
Tsfg, Llc 41
Hutchin Hill Capital, LP 41
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 41
Susquehanna Portfolio Strategies, LLC 41
Glenmede Investment Management, LP 41
Banque Pictet & Cie Sa 41
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 41
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 41
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 41
AlphaCore Capital LLC 41
Winch Advisory Services, LLC 41
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 41
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 41
Sageworth Trust Co 41
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 41
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 41
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 41
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 41
Waddell & Reed Financial Inc 41
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 41
Advisory Research Inc 41
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 41
Vantage Consulting Group Inc 41
AGF Investments LLC 41
Cowen Group, Inc. 41
Capital Guardian Trust Co 41
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 41
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 41
Harbour Capital Advisors, LLC 41
Cable Hill Partners, LLC 41
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 41
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 41
VTL Associates, LLC 41
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 41
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 41
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 41
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 41
Cantor Fitzgerald, L. P. 41
Allstate Corp 41
CSat Investment Advisory, L.P. 41
Lombard Odier Asset Management (Switzerland) SA 41
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 41
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 41
NorthRock Partners, LLC 41
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 41
Claris Advisors, Llc / Mo / 40
Zurich Insurance Group Ltd/FI 40
Webster Bank, N. A. 40
Earnest Partners Llc 40
Cromwell Holdings LLC 40
Insigneo Advisory Services, Llc 40
Sit Investment Associates Inc 40
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 40
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 40
Quinn Opportunity Partners LLC 40
IBM Retirement Fund 40
Quaker Wealth Management, LLC 40
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 40
Meridian Wealth Management, LLC 40
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 40
Athanor Capital, Lp 40
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 40
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 40
XR Securities LLC 40
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 40
Hartford Investment Management Co 40
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 40
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 40
Livforsakringsbolaget Skandia, Omsesidigt 40
Greenleaf Trust 40
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 40
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 40
BFOR - ALPS ETF Trust - Barron's 400 ETF 40
GW&K Investment Management, LLC 40
Alexandria Capital, LLC 40
William Blair Investment Management, Llc 40
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 40
Texas Yale Capital Corp. 40
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 40
RMR Wealth Builders 40
Diversify Advisory Services, LLC 40
Atticus Wealth Management, Llc 40
Legacy Financial Advisors, Inc. 40
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 40
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 40
Sachetta, LLC 40
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 40
Tcwp Llc 40
Frazier Financial Advisors, LLC 40
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 40
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 40
Yakira Capital Management, Inc. 40
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 40
First City Capital Management, Inc. 40
Delta Asset Management Llc/tn 40
Verity Asset Management, Inc. 40
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 40
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 40
King Luther Capital Management Corp 40
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 40
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 40
Northern Oak Wealth Management Inc 40
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 40
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 40
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 40
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 40
Point72 Europe (London) LLP 40
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 40
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 40
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 40
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 40
Hughes Financial Services, LLC 40
Jain Global LLC 40
Lloyd Advisory Services, LLC. 40
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 40
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 40
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 40
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 40
Crow Point Partners, LLC 40
Tokio Marine Asset Management Co Ltd 40
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 40
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 40
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 40
Blue Bell Private Wealth Management, Llc 40
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 40
Integrated Investment Consultants, LLC 40
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 40
Manager Directed Portfolios - Pemberwick Fund Shares 40
Column Capital Advisors, LLC 40
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 39
Pine River Capital Management L.P. 39
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 39
REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class 39
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 39
Delpha Capital Management, Llc 39
BNP Paribas Investment Partners S.A. 39
Accel Wealth Management 39
Personal Cfo Solutions, Llc 39
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 39
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 39
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 39
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 39
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 39
BOK Financial Private Wealth, Inc. 39
UniSuper Management Pty Ltd 39
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 39
John Hancock Income Securities Trust 39
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 39
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 39
RFG Advisory, LLC 39
Weld Capital Management Llc 39
Kingswood Wealth Advisors, Llc 39
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 39
Legg Mason Investment Counsel, LLC 39
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 39
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 39
BlueMar Capital Management, LLC 39
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 39
Wealthsource Partners, Llc 39
FXIRX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series R Series R 39
Trust Department Mb Financial Bank N A 39
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 39
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 39
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 39
Moody National Bank Trust Division 39
Buckingham Strategic Wealth, Llc 39
Avidian Wealth Solutions, LLC 39
Riggs Asset Managment Co. Inc. 39
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 39
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 39
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 39
Pinnacle Bancorp, Inc. 39
Northwestern Mutual Investment Management Company, Llc 39
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 39
Private Wealth Asset Management, LLC 39
HBK Sorce Advisory LLC 39
Dakota Wealth Management 39
Meadow Creek Investment Management LLC 39
Paces Ferry Wealth Advisors, Llc 39
Shapiro Robert N 39
Kilter Group LLC 39
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 39
Hl Financial Services Llc 39
Ten Capital Wealth Advisors, LLC 39
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 39
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 39
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 39
First Interstate Bank 39
Scientech Research LLC 39
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 39
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 39
Ashton Thomas Securities, Llc 39
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 39
DAACX - Adviser Managed Trust - Diversified Equity Fund 39
Nuveen Multi-Asset Income Fund 39
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 39
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 39
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 39
Solstein Capital, LLC 39
WPG Advisers, LLC 39
Transcend Wealth Collective, Llc 39
Kings Point Capital Management 39
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 39
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 39
Agf Management Ltd 39
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 39
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 39
Dubuque Bank & Trust Co 39
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 39
VisionPoint Advisory Group, LLC 39
Sheets Smith Wealth Management 39
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 39
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 39
ICA Group Wealth Management, LLC 39
BCJ Capital Management, LLC 39
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 39
Gulf International Bank (UK) Ltd 39
Elequin Capital Lp 39
APBAX - Cavanal Hill Funds - Active Core Fund Investor 39
Quest Capital Management Inc /adv 39
Barometer Capital Management Inc. 39
Barings Llc 39
Krilogy Financial LLC 39
MQS Management LLC 39
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 39
Royce Value Trust Inc 39
Ahrens Investment Partners LLC 38
Edge Advisors, Llc 38
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 38
Global X Management CO LLC 38
Rossby Financial, LCC 38
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 38
M&r Capital Management Inc 38
WealthTrust-Arizona, LLC 38
Bedel Financial Consulting, Inc. 38
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 38
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 38
Caitlin John, LLC 38
Summit Financial, LLC 38
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 38
Core Bond Portfolio - Core Bond Portfolio 38
Center for Financial Planning, Inc. 38
Andra AP-fonden 38
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 38
Mendota Financial Group, LLC 38
Winton Diversified Opportunities Fund 38
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 38
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 38
Oxbow Advisors, LLC 38
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 38
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 38
Gladstone Institutional Advisory LLC 38
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 38
Sugarloaf Wealth Management, LLC 38
City National Bank 38
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 38
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 38
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 38
Caldwell Securities, Inc 38
Confluence Wealth Services, Inc. 38
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 38
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 38
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 38
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 38
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 38
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 38
Blackrock Corporate High Yield Fund, Inc. 38
Neo Ivy Capital Management 38
Sculptor Capital LP 38
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 38
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 38
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 38
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 38
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 38
HighPoint Advisor Group LLC 38
Arden Investment Series Trust 38
Palisade Capital Management Llc/nj 38
Private Advisory Group LLC 38
JT Stratford LLC 38
Calamos Long/Short Equity & Dynamic Income Trust 38
Regent Peak Wealth Advisors LLC 38
Shine Investment Advisory Services Inc 38
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 38
First Capital Advisors Group, LLC. 38
First Horizon Corp 38
Virtue Capital Management, LLC 38
Irish Life Investment Managers Ltd. 38
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 38
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund 38
Wexford Capital Lp 38
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 38
Wagner Wealth Management, Llc 38
Banco Santander, S.A. 38
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 38
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 38
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 38
Ballentine Partners, LLC 38
Evolution Wealth Advisors, LLC 38
Wasatch Advisors Inc 38
One Capital Management, LLC 38
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 38
Spot Trading L.l.c. 38
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 38
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 37
PIMCO FUNDS - PIMCO Low Duration Portfolio 37
Associated Banc-corp 37
Global X Funds 37
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 37
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 37
Machina Capital S.a.s. 37
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 37
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 37
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 37
One Wealth Advisors, LLC 37
Sprott Inc. 37
Bamco Inc /ny/ 37
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 37
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 37
First New York Securities Llc /ny 37
Acorn Wealth Advisors, LLC 37
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 37
Synergy Financial Management, LLC 37
First Financial Corp /in/ 37
361 Capital Llc 37
Horan Securities, Inc. 37
CNB Bank 37
Hotchkis & Wiley Capital Management Llc 37
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 37
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 37
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 37
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 37
Harvest Investment Services, LLC 37
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 37
Monashee Investment Management LLC 37
Nbt Bank N A /ny 37
Modera Wealth Management, LLC 37
Capital International Investors 37
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 37
Twin Capital Management Inc 37
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 37
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 37
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 37
Wedge Capital Management L L P/nc 37
Financial Network Wealth Advisors LLC 37
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 37
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 37
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 37
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 37
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 37
Voya Financial Advisors, Inc. 37
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 37
Dorsey & Whitney Trust CO LLC 37
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 37
Migdal Insurance & Financial Holdings Ltd. 37
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 37
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 37
Stonebridge Financial Group, LLC 37
Crestwood Advisors Group LLC 37
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 37
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 37
Richard Bernstein Advisors LLC 37
Forum Funds 37
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 37
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 37
Blackrock Ltd Duration Income Trust 37
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 37
Liberty Mutual Group Asset Management Inc. 37
Duncker Streett & Co Inc 37
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 37
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 37
Innealta Capital, Llc 37
Meiji Yasuda Asset Management Co Ltd. 37
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 37
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 37
Longfellow Investment Management Co Llc 37
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 37
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 37
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 37
Cordasco Financial Network 37
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 37
Connectus Wealth, LLC 37
Endurance Wealth Management, Inc. 37
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 37
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 37
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 37
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 37
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 37
Eastern Bank 37
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 37
Well Done, LLC 37
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 37
Ibex Wealth Advisors 37
Veriti Management LLC 37
CWA Asset Management Group, LLC 37
Nissay Asset Management Corp /japan/ /adv 37
WealthCollab, LLC 37
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 37
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 37
YorkBridge Wealth Partners, LLC 37
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 37
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 37
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 37
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 37
Pineridge Advisors LLC 37
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 37
New Mexico Educational Retirement Board 37
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 37
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 37
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 37
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 37
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 36
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 36
Conning Inc. 36
Nuveen Preferred & Income Securities Fund 36
Mfs Multimarket Income Trust 36
Blume Capital Management, Inc. 36
Lake Point Wealth Management 36
Redhawk Wealth Advisors, Inc. 36
Emerald Mutual Fund Advisers Trust 36
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 36
General Motors Investment Management Corp 36
Camden Capital, LLC 36
Index Management Solutions, LLC 36
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 36
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 36
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 36
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 36
Harvest Group Wealth Management, Llc 36
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 36
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 36
DnB Asset Management AS 36
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 36
ArrowMark Colorado Holdings LLC 36
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 36
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 36
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 36
Northwest & Ethical Investments L.P. 36
Silvercrest Asset Management Group Llc 36
Gator Capital Management, LLC 36
Bank Julius Baer & Co. Ltd, Zurich 36
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 36
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 36
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 36
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 36
Ellis Investment Partners, LLC 36
Destination Wealth Management 36
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 36
Telemus Capital, Llc 36
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 36
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 36
West Paces Advisors Inc. 36
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 36
Tibra Equities Europe Ltd 36
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 36
Dana Investment Advisors, Inc. 36
Lombard Odier Asset Management (USA) Corp 36
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 36
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 36
Ameriflex Group, Inc. 36
Blackrock Core Bond Trust 36
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 36
Main Street Group, LTD 36
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 36
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 36
Dunhill Financial, LLC 36
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 36
Park Place Capital Corp 36
Rothschild Investment Corp /il 36
MML Series Investment Fund II - MML Equity Rotation Fund Class II 36
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 36
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 36
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 36
Gabelli Equity Trust Inc 36
EPG Wealth Management LLC 36
Romano Brothers And Company 36
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 36
Elo Mutual Pension Insurance Co 36
First Heartland Consultants, Inc. 36
Kanaly Trust Co 36
Inspire Advisors, LLC 36
Glen Harbor Capital Management LLC 36
Executive Wealth Management, LLC 36
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 36
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 36
B. Metzler seel. Sohn & Co. AG 35
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Aggressive Portfolio 35
Mizuho Securities Usa Llc 35
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 35
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 35
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 35
SageView Advisory Group, LLC 35
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 35
Financial Sense Advisors, Inc. 35
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 35
Clarus Wealth Advisors 35
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 35
Park Square Financial Group, LLC 35
VCGAX - VALIC Co I - Growth & Income Fund 35
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 35
REAP Financial Group, LLC 35
Turner Investments, L.p. 35
RWM Asset Management, LLC 35
Royal London Asset Management Ltd 35
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 35
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 35
West Oak Capital, LLC 35
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 35
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 35
Arlington Partners LLC 35
VCBDX - VALIC Co I - Core Bond Fund 35
Norden Group Llc 35
Banco Bilbao Vizcaya Argentaria, S.a. 35
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 35
VCSBX - VALIC Co II - Strategic Bond Fund 35
Calvert Investment Management, Inc. 35
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 35
Capital A Wealth Management, LLC 35
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 35
Fortis Advisors, LLC 35
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 35
Arrow Financial Corp 35
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 35
Fortitude Advisory Group L.L.C. 35
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 35
Oppenheimer Global Multi Strategies Fund 35
Armstrong Advisory Group, Inc 35
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 35
Endeavour Capital Advisors Inc 35
VSR Financial Services, Inc. 35
Thornburg Investment Management Inc 35
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 35
Lake Street Advisors Group, Llc 35
Koch Industries Inc 35
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 35
Flaherty & Crumrine Preferred Securities Income Fund Inc 35
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 35
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 35
Kapitalo Investimentos Ltda 35
Bellwether Investment Group, LLC 35
Cookson Peirce & Co Inc 35
Chilton Capital Management Llc 35
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 35
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 35
Tuttle Tactical Management LLC 35
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 35
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 35
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 35
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 35
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 35
Blackrock Multi-sector Income Trust 35
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 35
Glass Jacobson Investment Advisors llc 35
Artisan Partners Limited Partnership 35
Laurel Wealth Advisors, Inc. 35
Nations Financial Group Inc, /ia/ /adv 35
Cahill Financial Advisors Inc 35
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 35
Kalos Management, Inc. 35
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 35
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 35
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 35
Gerber Kawasaki Wealth & Investment Management 35
SpiderRock Trading LLC 35
Arcadia Investment Management Corp/mi 35
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 35
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 35
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 35
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 35
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 34
Mason Street Advisors, Llc 34
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 34
Brighton Jones Llc 34
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 34
Mariner Investment Group Llc 34
Kiker Wealth Management, LLC 34
Journey Strategic Wealth Llc 34
Ruggie Capital Group 34
McAdam, LLC 34
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 34
Mfs Charter Income Trust 34
Waratah Capital Advisors Ltd. 34
Iat Reinsurance Co Ltd. 34
Atlas Private Wealth Advisors 34
Thomas J. Herzfeld Advisors, Inc. 34
Measured Wealth Private Client Group, LLC 34
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 34
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 34
Princeton Global Asset Management LLC 34
QCVAX - Clearwater Investment Trust - Clearwater International Fund 34
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 34
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 34
Symphony Financial, Ltd. Co. 34
Kohmann Bosshard Financial Services, LLC 34
Guardian Life Insurance Co Of America 34
Vanguard Whitehall Funds 34
Royal Fund Management, LLC 34
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 34
Westfield Capital Management Co Lp 34
Pallas Capital Advisors LLC 34
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 34
Dynamic Technology Lab Pte Ltd 34
Algebris Investments (UK) LLP 34
NSGRX - Northern Funds - Northern Small Cap Core Fund 34
Copeland Capital Management, LLC 34
Fjarde Ap-fonden /fourth Swedish National Pension Fund 34
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 34
Woodmont Investment Counsel Llc 34
Tredje AP-fonden 34
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 34
SOA Wealth Advisors, LLC. 34
Spectrum Management Group, LLC 34
Freestone Grove Partners LP 34
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 34
Cohen & Steers Infrastructure Fund Inc 34
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 34
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 34
EWG Elevate Inc. 34
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 34
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 34
Shay Capital LLC 34
Amplius Wealth Advisors, LLC 34
L & S Advisors Inc 34
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 34
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 34
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 34
Putnam Fl Investment Management Co 34
Lakeview Capital Partners, LLC 34
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 34
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 34
Interchange Capital Partners, LLC 34
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 34
Robertson Stephens Wealth Management, LLC 34
E. Ohman J:or Asset Management AB 34
SevenBridge Financial Group, LLC 34
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 34
LGT Financial Advisors LLC 34
Marino, Stram & Associates Llc 34
Kennedy Capital Management, Inc. 34
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 34
Hilltop National Bank 34
Sandler Capital Management 34
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 34
Fortis Capital Advisors, LLC 34
Modern Wealth Management, LLC 34
Rathbone Brothers plc 34
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 34
Glazer Capital, Llc 34
Dreman Value Management, L L C 34
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 34
Tyler-Stone Wealth Management 34
Total Investment Management Inc 34
Americafirst Capital Management, Llc 34
Kelly Financial Services LLC 34
Coppell Advisory Solutions Corp. 34
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 34
Safeguard Investment Advisory Group, LLC 34
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 34
Carmichael Hill & Associates, Inc. 34
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 34
Oak Thistle LLC 34
Roosevelt Investment Group Llc 34
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 34
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 34
Gen-Wealth Partners Inc 34
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 34
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 34
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 34
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 33
Vivaldi Capital Management, LLC 33
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 33
URTH - iShares, Inc. - iShares MSCI World ETF 33
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 33
GoalVest Advisory LLC 33
Albion Financial Group /ut 33
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 33
Vicus Capital 33
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 33
Certified Advisory Corp 33
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 33
Qs Batterymarch Financial Management, Inc 33
Vectors Research Management, LLC 33
Joseph P. Lucia & Associates, LLC 33
Blackrock Credit Allocation Income Trust 33
TD Capital Management LLC 33
Zeke Capital Advisors, Llc 33
Qsemble Capital Management, LP 33
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 33
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 33
Banque Transatlantique SA 33
Bfsg, Llc 33
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 33
Capital Advisory Group Advisory Services, LLC 33
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 33
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 33
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 33
Capital Research Global Investors 33
Gideon Capital Advisors, Inc. 33
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 33
ISAM Funds (UK) Ltd 33
Mn Services Vermogensbeheer B.V. 33
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 33
Callan Family Office, LLC 33
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 33
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 33
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 33
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 33
55i, Llc 33
Wellington Shields Capital Management, LLC 33
Samlyn Capital, Llc 33
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 33
CBIZ Investment Advisory Services, LLC 33
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 33
St Germain D J Co Inc 33
Advent Capital Management /de/ 33
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 33
Bellwether Advisors, LLC 33
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 33
Bbva Usa 33
Legacy Advisors, LLC 33
Segantii Capital Management Ltd 33
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 33
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 33
Nuveen Core Equity Alpha Fund 33
NatWest Group plc 33
Woodline Partners LP 33
Greenwich Wealth Management LLC 33
Hirtle Callaghan & Co LLC 33
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 33
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 33
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 33
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 33
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 33
Golden State Equity Partners 33
Meritage Portfolio Management 33
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 33
Advanced Series Trust - Ast Small-cap Growth Portfolio 33
Quad-Cities Investment Group, LLC 33
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 33
Alpha Windward Llc 33
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 33
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 33
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 33
Flaherty & Crumrine Preferred Income Fund Inc 33
Absolute Return Capital, LLC 33
Strategic Financial Concepts, LLC 33
Mascoma Wealth Management LLC 33
Guggenheim Strategic Opportunities Fund 33
Centerpoint Advisors, LLC 33
AMG National Trust Bank 33
Kornitzer Capital Management Inc /ks 33
Central Bank & Trust Co 33
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 33
Highland Capital Management Lp 33
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 33
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 33
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 33
Mbb Public Markets I Llc 33
Whitener Capital Management, Inc. 33
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 33
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 33
Inscription Capital, LLC 33
Alera Investment Advisors, LLC 33
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 33
IAG Wealth Partners, LLC 33
Costello Asset Management, INC 33
Gryphon Financial Partners LLC 33
Comerica Securities Inc 33
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 33
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 33
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 33
MARSHALL WACE ASIA Ltd 33
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 33
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 33
Vanguard Horizon Funds 33
SILVER OAK SECURITIES, Inc 33
Oarsman Capital, Inc. 33
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 33
Etf Managers Group, Llc 33
Register Financial Advisors LLC 33
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 32
I.g. Investment Management, Ltd. 32
Loeb Partners Corp 32
Gateway Investment Advisers Llc 32
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Conservative Portfolio 32
Triad Wealth Partners, LLC 32
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 32
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 32
Planning Capital Management Corp 32
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 32
RFP Financial Group LLC 32
Dogwood Wealth Management LLC 32
Resurgent Financial Advisors LLC 32
Trust Co Of Toledo Na /oh/ 32
Washington Trust Advisors, Inc. 32
GLG Partners LP 32
Evanson Asset Management, LLC 32
Fulton Bank, N.a. 32
SkyView Investment Advisors, LLC 32
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 32
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 32
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 32
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 32
SummitTX Capital, L.P. 32
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 32
Jackson Creek Investment Advisors LLC 32
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 32
YHB Investment Advisors, Inc. 32
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 32
Junto Capital Management LP 32
Omnia Family Wealth, LLC 32
Girard Partners Ltd. 32
Confluence Investment Management Llc 32
Scarborough Advisors, LLC 32
Investment Centers Of America Inc 32
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 32
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 32
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 32
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 32
Zions Bancorporation 32
Salomon & Ludwin, LLC 32
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 32
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 32
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 32
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 32
MUFG Securities EMEA plc 32
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 32
Delos Wealth Advisors, LLC 32
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 32
Perennial Investment Advisors, LLC 32
Steel Peak Wealth Management LLC 32
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 32
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 32
Dai-Ichi Life Insurance Company, Ltd 32
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 32
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 32
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 32
Focus Financial Network, Inc. 32
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 32
Wedmont Private Capital 32
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 32
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 32
Burney Co/ 32
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 32
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 32
Natixis Investment Managers International 32
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 32
Choate Investment Advisors 32
ABRZX - Aim Investment Funds (invesco Investment Funds) - Invesco Balanced-risk Allocation Fund Class A 32
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 32
OneAscent Financial Services LLC 32
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 32
Pendal Group Ltd 32
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 32
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 32
Strategic Wealth Advisors Group, LLC 32
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 32
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 32
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 32
TCG Advisory Services, LLC 32
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 32
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 32
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 32
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 32
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 32
Beacon Financial Group 32
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 32
Swedbank AB 32
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 32
Achmea Investment Management B.V. 32
nVerses Capital, LLC 32
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 32
Whipplewood Advisors, LLC 32
WealthTrust Fairport, LLC 32
Kavar Capital Partners, LLC 32
180 Wealth Advisors, Llc 32
RHJ International SA 32
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 32
IPG Investment Advisors LLC 32
Pimco Dynamic Credit & Mortgage Income Fund 32
Retirement Planning Co of New England, Inc. 32
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 32
Community Bank, N.A. 32
MYDA Advisors LLC 32
CFICX - CALVERT FUND - Calvert Income Fund Class A 32
TCTC Holdings, LLC 32
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 32
Spring Creek Capital Llc 32
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 32
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 32
Advisor Partners Ii, Llc 31
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 31
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 31
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 31
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 31
Polaris Wealth Advisory Group, LLC 31
North Capital, Inc. 31
Hilton Capital Management, LLC 31
Sterling Investment Advisors, Ltd. 31
Origin Asset Management LLP 31
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 31
Abich Financial Wealth Management LLC 31
Morse Asset Management, Inc 31
Zweig-DiMenna Associates LLC 31
Alpha DNA Investment Management LLC 31
Grandeur Peak Global Advisors, LLC 31
Roble, Belko & Company, Inc 31
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 31
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 31
Bowling Portfolio Management LLC 31
IFM Investors Pty Ltd 31
ProVise Management Group, LLC 31
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 31
Country Trust Bank 31
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 31
Wade G W & Inc 31
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 31
Aspect Partners, LLC 31
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 31
Pin Oak Investment Advisors Inc 31
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 31
Equitable Trust Co 31
Polianta Ltd 31
Stonehage Fleming Financial Services Holdings Ltd 31
Dfpg Investments, Llc 31
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 31
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 31
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 31
Investors Capital Advisory Services 31
Fiduciary Alliance LLC 31
EJF Capital LLC 31
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 31
Trust Co 31
Flaherty & Crumrine Total Return Fund Inc 31
Founders Financial Securities Llc 31
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 31
Global Wealth Management Investment Advisory, Inc. 31
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 31
Clearwater Capital Advisors, LLC 31
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 31
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 31
Worldquant Millennium Advisors Llc 31
Aviance Capital Partners, LLC 31
Ossiam 31
Empirical Asset Management, LLC 31
M&g Investment Management Ltd 31
IMA Wealth, Inc. 31
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 31
Oakbrook Investments Llc 31
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 31
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 31
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 31
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 31
Gabelli Dividend & Income Trust 31
Echo Street Capital Management LLC 31
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 31
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 31
STXV - EA Series Trust - Strive 1000 Value ETF 31
Mount Lucas Management LP 31
Systematic Financial Management Lp 31
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 31
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 31
Frontier Wealth Management LLC 31
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 31
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 31
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 31
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 31
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 31
Cypress Capital Management LLC (WY) 31
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 31
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 31
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 31
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 31
Clean Yield Group 31
Lenox Wealth Management, Inc. 31
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 31
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 31
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 31
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 31
Wells Fargo Multi-sector Income Fund 31
Trustmark National Bank Trust Department 31
Advocacy Wealth Management Services, LLC 31
Corton Capital Inc. 31
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco V.I. Balanced-Risk Allocation Fund Series I 31
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 31
Water Island Capital Llc 31
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 31
Independence Bank of Kentucky 31
Pacific Capital Wealth Advisors, Inc 31
Glacier Peak Capital LLC 31
Clearview Wealth Advisors LLC 31
Nachman Norwood & Parrott, Inc 31
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 31
Syon Capital Llc 31
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 31
OMBIX - JPMORGAN TRUST II - JPMorgan Mortgage-Backed Securities Fund Class I 31
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 31
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 31
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 31
American Financial Network Advisory Services Llc 31
SRDBX - STONE RIDGE TRUST - Stone Ridge Diversified Alternatives Fund Class M 30
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 30
Cary Street Partners Financial Llc 30
Intersect Capital LLC 30
Deprince Race & Zollo Inc 30
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 30
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 30
New Age Alpha Advisors, LLC 30
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 30
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 30
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 30
Camelot Portfolios, LLC 30
Castleark Management Llc 30
Resona Asset Management Co.,Ltd. 30
Advisors Capital Management, LLC 30
First National Trust Co 30
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 30
HighVista Strategies LLC 30
Great Lakes Retirement, Inc. 30
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 30
Wright Investors Service Inc 30
Rockefeller Financial Services Inc 30
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 30
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 30
Voleon Capital Management Lp 30
Strategic Investment Solutions, Inc. /IL 30
Bourgeon Capital Management Llc 30
NorthCoast Asset Management LLC 30
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 30
Pimco Income Strategy Fund Ii 30
Global Endowment Management, LP 30
Nuveen Preferred & Income Term Fund 30
Ascent Group, LLC 30
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 30
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 30
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 30
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 30
Old Mutual Customised Solutions (proprietary) Ltd 30
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 30
Empirical Finance, LLC 30
MBOVX - M FUND INC - M Large Cap Value Fund 30
Raab & Moskowitz Asset Management LLC 30
CenterBook Partners LP 30
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 30
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 30
Redwood Investment Management, Llc 30
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 30
Obermeyer Wood Investment Counsel, Lllp 30
Zions Bancorporation, National Association /ut/ 30
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 30
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 30
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 30
Donoghue Forlines LLC 30
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 30
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 30
Schechter Investment Advisors, LLC 30
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 30
WMS Partners, LLC 30
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 30
Old Second National Bank Of Aurora 30
Drive Wealth Management, Llc 30
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 30
Tlp Group Llc 30
Rakuten Investment Management, Inc. 30
Rakuten Securities, Inc. 30
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 30
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 30
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 30
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 30
Brookwood Investment Group LLC 30
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 30
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 30
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 30
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 30
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 30
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 30
Zebra Capital Management LLC 30
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 30
Childress Capital Advisors, Llc 30
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 30
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 30
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 30
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 30
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 30
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 30
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 30
Herold Advisors, Inc. 30
Ramsey Quantitative Systems 30
Icon Wealth Partners, LLC 30
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 30
Us Financial Advisors, Llc 30
Alaska Permanent Fund Corp 30
Mendon Capital Advisors Corp 30
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF 30
High Note Wealth, LLC 30
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 30
Anfield Capital Management, LLC 30
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 30
Capitolis Advisors LLC 30
STXG - EA Series Trust - Strive 1000 Growth ETF 30
Psagot Investment House Ltd. 30
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 30
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 30
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 30
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 30
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 30
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 30
Wintrust Investments Llc 30
Evermay Wealth Management Llc 30
Cantab Capital Partners LLP 30
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 30
Global Trust Asset Management, LLC 30
Quest 10 Wealth Builders, Inc. 30
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 30
Accuvest Global Advisors 30
Spears Abacus Advisors LLC 30
Meitav Dash Investments Ltd 30
Ridgewood Investments LLC 30
Fort Washington Investment Advisors Inc /oh/ 30
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 30
Forsta Ap-fonden 30
Bienville Capital Management, LLC 30
Madden Advisory Services, Inc. 30
AXS Investments LLC 30
Aspire Private Capital, LLC 30
Rosenberg Matthew Hamilton 30
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 30
Marathon Trading Investment Management LLC 30
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 30
Peapack Gladstone Financial Corp 30
Epoch Investment Partners, Inc. 30
Emerald Advisers, Llc 30
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 30
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 30
Cyndeo Wealth Partners, LLC 30
Parametrica Management Ltd 30
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 30
DHJJ Financial Advisors, Ltd. 30
HighMark Wealth Management LLC 30
MML Series Investment Fund II - MML Blend Fund Initial Class 30
Mariner Wealth Advisors-NYC, LLC 30
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 30
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 30
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 30
Turtle Creek Wealth Advisors, LLC 29
Algebris (uk) Ltd 29
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 29
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 29
Oppenheimer Variable Account Funds 29
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 29
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 29
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 29
111 Capital 29
BlueCrest Capital Management LLP 29
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 29
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 29
Pimco Income Opportunity Fund 29
Bradley Foster & Sargent Inc/ct 29
Magnus Financial Group LLC 29
Jpmorgan Trust Iii 29
Kentucky Retirement Systems 29
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 29
Ogorek Anthony Joseph /ny/ /adv 29
Meiji Yasuda Life Insurance Co 29
B. Metzler seel. Sohn & Co. Holding AG 29
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 29
Hartford Series Fund Inc 29
HWG Holdings LP 29
Aviance Capital Management, Llc 29
Seeyond 29
Visionary Wealth Advisors 29
New Millennium Group LLC 29
Readystate Asset Management Lp 29
USS Investment Management Ltd 29
Keel Point, LLC 29
Williams Jones Wealth Management, LLC. 29
Hoxton Financial, Inc. 29
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 29
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 29
V-Square Quantitative Management LLC 29
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 29
Barrow Hanley Mewhinney & Strauss Llc 29
Weaver C. Barksdale & Associates, Inc. 29
Kentucky Retirement Systems Insurance Trust Fund 29
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 29
Worth Asset Management, LLC 29
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 29
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 29
Aaron Wealth Advisors LLC 29
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 29
National Pension Service 29
Penn Capital Management Co Inc 29
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 29
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 29
Pennsylvania Trust Co 29
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 29
Avalon Advisors, Llc 29
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 29
AIA Group Ltd 29
Fifth Third Wealth Advisors LLC 29
Tiverton Asset Management Llc 29
First Midwest Bank Trust Division 29
Capital Investment Advisors, LLC 29
Alpha Paradigm Partners, LLC 29
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 29
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 29
Bell Rock Capital Llc 29
Cowen And Company, Llc 29
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 29
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 29
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 29
Charter Oak Capital Management, LLC 29
Schonfeld Group Holdings LLC 29
Verdence Capital Advisors LLC 29
South Dakota Investment Council 29
Symmetry Partners, LLC 29
SYSTM Wealth Solutions LLC 29
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 29
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 29
Invictus RG Pte. Ltd. 29
Atlantic Union Bankshares Corp 29
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 29
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 29
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 29
Chase Investment Counsel Corp 29
Wakefield Asset Management LLLP 29
Insight Advisors, LLC/ PA 29
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 29
Cranbrook Wealth Management, LLC 29
Hazlett, Burt & Watson, Inc. 29
RPG Investment Advisory, LLC 29
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 29
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 29
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 29
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 29
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 29
Calamos Global Dynamic Income Fund 29
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 29
Halbert Hargrove Global Advisors, Llc 29
First Foundation Advisors 29
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 29
Patten Group, Inc. 29
Exencial Wealth Advisors, Llc 29
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 29
Parsons Capital Management Inc/ri 29
Nuveen Tax-advantaged Dividend Growth Fund 29
Wilmington Trust Co 29
Vivaldi Asset Management, LLC 29
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 29
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 29
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 29
Hennessy Advisors Inc 29
Twin Focus Capital Partners, Llc 29
Mountain Capital Investment Advisors, Inc 29
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 29
Cooper Financial Group 29
Kowal Investment Group, LLC 29
Mill Creek Capital Advisors, LLC 29
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 29
Mayflower Financial Advisors, LLC 29
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 29
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 29
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 29
Doyle Wealth Management 29
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 29
Bramshill Investments, LLC 29
Minichmacgregor Wealth Management, Llc 29
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 29
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 29
Nuveen S&p 500 Dynamic Overwrite Fund 29
Essex Savings Bank 29
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 29
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 29
Norinchukin Bank, The 29
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 29
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 29
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 29
Virtus Global Dividend & Income Fund Inc. 29
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 29
Espalier Global Management LLC 29
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 29
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 29
MONECO Advisors, LLC 29
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 29
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 29
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 29
City State Bank 29
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 29
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 29
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 29
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 29
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 29
Metis Global Partners, LLC 29
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 29
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 29
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 29
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 29
FormulaFolio Investments, LLC 29
Security National Trust Co 29
Nemes Rush Group LLC 28
Bray Capital Advisors 28
Continental Advisors Llc 28
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 28
Kepos Capital LP 28
Leo Wealth, LLC 28
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 28
Gables Capital Management Inc. 28
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 28
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 28
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 28
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 28
Lansforsakringar Fondforvaltning AB (publ) 28
Legacy Wealth Managment, LLC/ID 28
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 28
Otter Creek Advisors, LLC 28
Bank Of Hawaii 28
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 28
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 28
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 28
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 28
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 28
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 28
Hanson & Doremus Investment Management 28
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 28
Sagespring Wealth Partners, Llc 28
Mission Wealth Management, Lp 28
CFS Investment Advisory Services, LLC 28
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 28
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 28
Advanced Series Trust - Ast Small-cap Value Portfolio 28
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 28
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 28
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 28
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 28
Paragon Capital Management Ltd 28
Banco de Sabadell, S.A 28
Alpha Cubed Investments, LLC 28
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 28
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 28
Prentiss Smith & Co Inc 28
WFA of San Diego, LLC 28
Glenview Trust Co 28
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 28
Portside Wealth Group, LLC 28
PFG Private Wealth Management, LLC 28
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 28
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 28
Marks Group Wealth Management, Inc 28
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 28
Fidelis Capital Partners, LLC 28
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 28
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 28
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 28
Sepio Capital, LP 28
Hobbs Group Advisors, LLC 28
First Command Financial Services, Inc. 28
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 28
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 28
Mid Atlantic Financial Management Inc/adv 28
Wetzel Investment Advisors, Inc. 28
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 28
Sierra Capital LLC 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 28
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 28
Highstreet Asset Management Inc. 28
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 28
Delaware Enhanced Global Dividend & Income Fund 28
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 28
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 28
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 28
Bremer Bank National Association 28
Northwest Investment Counselors, Llc 28
Mark Sheptoff Financial Planning, Llc 28
Gofen & Glossberg Llc /il/ 28
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 28
Estabrook Capital Management 28
Armis Advisers, LLC 28
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 28
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 28
Baker Tilly Financial, Llc 28
Americana Partners, LLC 28
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 28
Numerai GP LLC 28
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 28
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 28
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 28
Phase 2 Partners, LLC 28
Wealth Preservation Advisors, LLC 28
E Fund Management Co., Ltd. 28
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 28
Cherry Tree Wealth Management, LLC 28
Allred Capital Management, LLC 28
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 28
Axiom Investment Management LLC 28
Wayfinding Financial, LLC 28
Bayforest Capital Ltd 28
Carmel Capital Partners, LLC 28
Brown, Lisle/cummings, Inc. 28
Reynolds Capital Management Llc 28
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 28
First PREMIER Bank 28
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 28
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 28
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 28
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 28
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 28
First Bank & Trust 28
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 28
PIMCO FUNDS - PIMCO International Portfolio 28
Truewealth Llc 28
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 28
West Branch Capital LLC 28
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 28
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 28
Phoenix Holdings Ltd. 28
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 28
Jump Trading, Llc 28
Symmetry Peak Management Llc 28
Lucus Advisors Llc 28
RiverFront Investment Group, LLC 28
Adirondack Trust Co 28
Tidemark, LLC 28
Truadvice, LLC 28
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 28
Amerivest Investment Management LLC 28
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 28
Keebeck Wealth Management, LLC 28
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 28
Cornerstone Advisory, LLC 28
Lecap Asset Management Ltd 28
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 28
BlackRock ESG Capital Allocation Trust 28
Baader Bank INC 28
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 27
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 27
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 27
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 27
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 27
Mangrove Partners 27
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 27
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 27
Investment Management Corp of Ontario 27
Main Street Financial Solutions, LLC 27
Lowe Wealth Advisors, LLC 27
Iron Horse Wealth Management, LLC 27
Curi Wealth Management, LLC 27
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 27
WealthPlan Investment Management, LLC 27
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 27
Stonnington Group, Llc 27
Sawgrass Asset Management Llc 27
Desjardins Global Asset Management Inc. 27
Pacifica Partners Inc. 27
S.A. Mason LLC 27
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 27
Operose Advisors LLC 27
Guardian Wealth Advisors, Llc / Nc 27
Friedenthal Financial 27
Moran Wealth Management, LLC 27
Perpetual Ltd 27
Curian Capital Llc 27
Valmark Advisers, Inc. 27
Private Wealth Partners, LLC 27
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 27
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 27
Guild Investment Management, Inc. 27
Eagle Global Advisors Llc 27
First Eagle Investment Management, LLC 27
Linden Advisors Lp 27
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 27
Denver Investment Advisors Llc 27
DT Investment Partners, LLC 27
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 27
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 27
Perkins Coie Trust Co 27
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 27
Ssi Investment Management Llc 27
Aberdeen Asset Management Plc/uk 27
AllSquare Wealth Management LLC 27
JBF Capital, Inc. 27
Guinness Asset Management LTD 27
Smith, Moore & Co. 27
Capital International Inc /ca/ 27
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 27
Rotella Capital Management, Inc. 27
Prescott Group Capital Management, L.l.c. 27
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 27
Mizuho Trust & Banking Co., Ltd. 27
Bank Of The West 27
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 27
Tradeworx Inc. 27
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 27
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 27
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 27
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 27
Virtus ETF Advisers LLC 27
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 27
First National Bank Of Omaha 27
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 27
Fort Point Capital Partners LLC 27
Millstone Evans Group, LLC 27
Banco BTG Pactual S.A. 27
Kms Financial Services, Inc 27
Planned Solutions, Inc. 27
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 27
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 27
Good Life Advisors, LLC 27
Neuburgh Advisers LLC 27
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 27
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 27
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 27
Intercontinental Wealth Advisors, LLC 27
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 27
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 27
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 27
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 27
Eaton Vance Tax Advantaged Dividend Income Fund 27
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 27
Pimco Corporate & Income Strategy Fund 27
Pimco Income Strategy Fund 27
Cohen & Steers, Inc. 27
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 27
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 27
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 27
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 27
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 27
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 27
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 27
Pimco Strategic Income Fund, Inc 27
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 27
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 27
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 27
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 27
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 27
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 27
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 27
Transamerica Partners Funds Group Ii 27
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 27
Transamerica Partners Funds Group 27
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 27
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 27
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 27
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 27
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional 27
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 27
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 27
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 27
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 27
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 27
ORG Wealth Partners, LLC 27
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 27
Northwest Financial Advisors 27
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 27
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 27
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 27
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 27
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 27
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 27
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 27
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 27
Providence Capital Advisors, LLC 27
Beacon Capital Management, Inc. 27
Selective Wealth Management, Inc. 27
Ostrum Asset Management 27
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 27
Gyl Financial Synergies, Llc 27
Manchester Financial Inc 27
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 27
Vima Llc 27
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 27
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 27
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 27
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 26
Smith Group Asset Management, LLC 26
KAMES CAPITAL plc 26
BSBAX - Northern Funds - Northern Short Bond Fund 26
La Banque Postale Asset Management SA 26
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 26
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 26
Barrett Asset Management, LLC 26
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 26
Nicholas Investment Partners, LP 26
Morningstar Investment Services LLC 26
Clear Creek Financial Management, LLC 26
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 26
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 26
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 26
Basswood Capital Management, L.l.c. 26
HYLD - Exchange Listed Funds Trust - High Yield ETF 26
AQGNX - AQR Funds - AQR Global Equity Fund Class N 26
Lebenthal Global Advisors, LLC 26
Northwestern Mutual Investment Services Llc 26
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 26
Cohen & Steers Real Estate Opportunities & Income Fund 26
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 26
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 26
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 26
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 26
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 26
MERVX - MERGER FUND VL - The Merger Fund VL 26
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 26
Central Pacific Bank - Trust Division 26
Capital Advisors Inc/ok 26
Canton Hathaway, LLC 26
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 26
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 26
Western Pacific Wealth Management, LP 26
Winfield Associates, Inc. 26
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 26
Ziegler Capital Management, LLC 26
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 26
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 26
Maple Securities Usa Inc 26
Cerebellum GP, LLC 26
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 26
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 26
Bellevue Asset Management, Llc 26
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 26
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 26
Great Diamond Partners, LLC 26
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 26
Jackson, Grant Investment Advisers, Inc. 26
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 26
Enlightenment Research, LLC 26
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 26
Indiana Trust & Investment Management CO 26
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 26
Cpwm, Llc 26
Personal Wealth Partners 26
Wells Fargo Global Dividend Opportunity Fund 26
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 26
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 26
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 26
iA Global Asset Management Inc. 26
Mainstay Capital Management Llc /adv 26
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 26
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 26
Brave Asset Management Inc 26
Coastline Trust Co 26
Matarin Capital Management, LLC 26
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 26
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 26
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 26
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 26
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 26
Chiron Investment Management, LLC 26
Kingfisher Capital LLC 26
Westchester Capital Management, LLC 26
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 26
Bremer Trust National Association 26
Kiley Juergens Wealth Management, Llc 26
Carlson Capital L P 26
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 26
Sentry Investment Management Llc 26
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 26
Semmax Financial Advisors Inc. 26
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 26
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 26
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 26
Mizuho Asset Management Co.,Ltd. 26
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 26
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 26
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 26
Red Door Wealth Management, LLC 26
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 26
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 26
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 26
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 26
AlphaStar Capital Management, LLC 26
EFG Asset Management (Americas) Corp. 26
Foundry Partners, LLC 26
Williams Jones & Associates LLC 26
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 26
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 26
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 26
Red Tortoise LLC 26
Redpoint Investment Management Pty Ltd 26
Atwood & Palmer Inc 26
Sii Investments Inc/wi 26
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 26
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 26
Gabelli Equity Series Funds Inc 26
Qtron Investments LLC 26
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 26
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 26
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 26
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 26
Glg Llc 26
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 26
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 26
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 26
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 26
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 26
Cumberland Partners Ltd 26
Sanders Morris Harris Llc 26
First Pacific Financial 26
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 26
MTM Investment Management, LLC 26
Kb Financial Partners, Llc 26
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 26
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 26
Live Your Vision, LLC 26
PGGM Investments 26
True Link Financial Advisors, LLC 26
Advisor OS, LLC 26
Lombard Odier Asset Management (Europe) Ltd 26
Greenwich Investment Management, Inc. 25
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 25
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 25
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 25
TimesSquare Capital Management, LLC 25
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 25
Shepherd Kaplan Krochuk, Llc 25
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 25
Tyers Asset Management LLC 25
Vanguard Capital Wealth Advisors 25
Ingalls & Snyder Llc 25
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 25
Punch & Associates Investment Management, Inc. 25
Stanley-Laman Group, Ltd. 25
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 25
Ninety One UK Ltd 25
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 25
Beck Mack & Oliver Llc 25
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 25
VCULX - VALIC Co I - Growth Fund 25
VCCBX - VALIC Co II - Core Bond Fund 25
Frank, Rimerman Advisors LLC 25
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 25
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 25
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 25
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 25
Alpha Omega Wealth Management LLC 25
Highland Capital Management Fund Advisors, L.p. 25
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 25
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 25
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 25
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 25
Voisard Asset Management Group, Inc. 25
Vaughan Nelson Investment Management, L.p. 25
Legacy Investment Solutions, LLC 25
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 25
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 25
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 25
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 25
Gardner Lewis Asset Management L P 25
Keeley Asset Management Corp 25
John Hancock Preferred Income Fund Ii 25
John Hancock Preferred Income Fund Iii 25
WestEnd Advisors, LLC 25
Athena Capital Advisors Llc 25
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 25
Boston Trust Walden Corp 25
John Hancock Preferred Income Fund 25
25 Llc 25
Hussman Strategic Advisors, Inc. 25
Advisor Partners Llc 25
Reliance Trust Co Of Delaware 25
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 25
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 25
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 25
Boston Financial Mangement Llc 25
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 25
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 25
Tiedemann Advisors, Llc 25
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 25
Klingman & Associates, LLC 25
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 25
Hartford Financial Management Inc. 25
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 25
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 25
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 25
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 25
F/M Investments LLC 25
Marshall & Sterling Wealth Advisors Inc. 25
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 25
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 25
Wealthbridge Capital Management, Llc 25
Eaton Vance Tax Advantaged Global Dividend Income Fund 25
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 25
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 25
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 25
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 25
Green Square Capital Advisors Llc 25
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 25
American Trust 25
Blue Arrow Capital Management Llc 25
O'Shares Investment Advisers, LLC 25
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 25
Ariel Investments, Llc 25
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 25
Mfs Intermediate Income Trust 25
Moody Aldrich Partners Llc 25
Barnett & Company, Inc. 25
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 25
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 25
Perritt Capital Management Inc 25
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 25
Next Capital Management LLC 25
Carnegie Capital Asset Management, LLC 25
Haverford Trust Co 25
Paradigm Financial Partners, Llc 25
Nova Wealth Management, Inc. 25
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 25
LM Advisors LLC 25
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 25
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 25
Mraz, Amerine & Associates, Inc. 25
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 25
Dixon Hughes Goodman Wealth Advisors LLC 25
Forward Management, LLC 25
Alternative Strategies Fund 25
Coastal Bridge Advisors, LLC 25
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 25
Antonetti Capital Management LLC 25
Stoneridge Investment Partners Llc 25
Price Wealth Management, Inc. 25
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 25
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 25
Counsel Portfolio Services Inc. 25
Heck Capital Advisors, LLC 25
Graves-Light Private Wealth Management, Inc. 25
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 25
Pcm Fund, Inc. 25
Grimes & Company, Inc. 25
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 25
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 25
Icon Advisers Inc/co 25
Thompson Investment Management, Inc. 25
Transform Wealth, LLC 25
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 25
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 25
Relative Value Fund 25
Herndon Capital Management Llc 25
Dividend Asset Capital, Llc 25
Mesirow Financial Investment Management, Inc. 25
Farringdon Capital, Ltd. 25
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 25
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 25
Tiaa, Fsb 25
Corient Capital Partners, LLC 25
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 25
Rivernorth Capital Management, Llc 25
Aj Wealth Strategies, Llc 25
Hoey Investments, Inc 25
Logan Capital Management Inc 25
Clear Street Llc 25
Parcion Private Wealth LLC 25
Greenline Partners, LLC 25
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 25
First Command Bank 25
Counterpoint Mutual Funds LLC 25
BLACKROCK FUNDS - BlackRock Total Factor Fund Institutional Shares 25
N.E.W. Advisory Services LLC 25
Clear Perspective Advisors, LLC 25
Farmers & Merchants Trust Co of Chambersburg PA 25
BSW Wealth Partners 25
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 25
Santa Fe Partners LLC 25
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 25
Clarkston Capital Partners, LLC 25
Stone House Investment Management, LLC 25
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 25
WESPAC Advisors, LLC 24
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 24
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 24
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 24
Scoria Capital Partners LP 24
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 24
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 24
Barrett & Company, Inc. 24
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 24
AHIVX - American Century Investment Trust - High Income Fund Investor Class 24
Caxton Associates Llp 24
Surevest, LLC 24
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 24
Founders Capital Management 24
J.Safra Asset Management Corp 24
Anson Funds Management LP 24
Ardsley Advisory Partners Lp 24
ICONIQ Capital, LLC 24
Financial Enhancement Group LLC 24
Rockbridge Investment Management, LCC 24
Allen Investment Management LLC 24
ASR Vermogensbeheer N.V. 24
Osborn Rohs Williams & Donohoe Ltd 24
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 24
EA Series Trust 24
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 24
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 24
Eaton Vance Senior Floating Rate Trust 24
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 24
Voya Global Equity Dividend & Premium Opportunity Fund 24
Nalls Sherbakoff Group, Llc 24
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 24
Kozak & Associates, Inc. 24
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 24
Actinver Wealth Management, Inc. 24
Basso Capital Management, L.p. 24
Donald L. Hagan, LLC 24
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 24
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 24
Greenwood Capital Associates Llc 24
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 24
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 24
Naples Global Advisors, Llc 24
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 24
Telemetry Investments, L.L.C. 24
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 24
Welch & Forbes Llc 24
Wealth Alliance 24
Gwn Securities Inc. 24
Richard W. Paul & Associates, LLC 24
LBA Wealth Management, LLC 24
Bridges Investment Management Inc 24
Provenance Wealth Advisors, LLC 24
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 24
VGLSX - VALIC Co I - Global Strategy Fund 24
First American Bank 24
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 24
Sierra Ocean, Llc 24
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 24
Hunting Hill Global Capital, LLC 24
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 24
Essex Investment Management Co Llc 24
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 24
Ironwood Financial, llc 24
Bahl & Gaynor Inc 24
St. Johns Investment Management Company, LLC 24
Icon Wealth Advisors, LLC 24
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 24
Talon Private Wealth, LLC 24
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 24
Trellus Management Company, LLC 24
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 24
IWC - iSHARES TRUST - iShares Micro-Cap ETF 24
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 24
TRANSAMERICA FUNDS - Transamerica Total Return I2 24
Winnow Wealth Llc 24
Hodges Capital Management Inc. 24
Painted Porch Advisors LLC 24
Intrust Bank Na 24
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 24
Missouri Trust & Investment Co 24
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 24
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 24
Pure Financial Advisors, Inc. 24
Philadelphia Trust Co 24
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 24
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 24
Us Global Investors Funds 24
Clarius Group, LLC 24
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 24
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 24
Aveo Capital Partners, LLC 24
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 24
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 24
APSTX - Cavanal Hill Funds - Limited Duration Fund Investor 24
Traynor Capital Management, Inc. 24
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 24
Capital Wealth Planning, LLC 24
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 24
Livingston Group Asset Management CO (operating as Southport Capital Management) 24
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 24
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 24
Northwest Wealth Management, Llc 24
Financial Perspectives, Inc 24
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 24
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 24
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 24
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 24
Hayden Royal, Llc 24
Polymer Capital Management (US) LLC 24
DGS Capital Management, LLC 24
Siemens Fonds Invest GmbH 24
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 24
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 24
World Equity Group, Inc. 24
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 24
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 24
J. Goldman & Co LP 24
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 24
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 24
Harbor Advisors LLC 24
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 24
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 24
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 24
Global Financial Private Capital, LLC 24
SeaBridge Investment Advisors LLC 24
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 24
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 24
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 24
River & Mercantile Asset Management Llp 24
BlackRock Credit Strategies Fund 24
Resources Management Corp /ct/ /adv 24
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 24
Fairfield, Bush & Co. 24
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 24
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 24
LifePlan Financial Group, Inc 24
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 24
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 24
VitalStone Financial, LLC 24
Eaton Vance Floating-rate Income Trust 24
FAINX - MSS Series Trust - Fallen Angels Income Fund 24
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 24
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 24
Baltimore-Washington Financial Advisors, Inc. 24
Cannell Peter B & Co Inc 24
NINE MASTS CAPITAL Ltd 24
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 24
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 24
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 24
Paulson Wealth Management Inc. 24
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 24
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 24
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 24
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 24
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 24
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 24
WESPAC Advisors SoCal, LLC 24
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 24
Aspiriant, Llc 24
Fundamentun, Llc 24
BTC Capital Management, Inc. 24
Chartwell Investment Partners, Llc 24
Cornerstone Wealth Group, LLC 24
CTC Alternative Strategies, Ltd. 24
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 24
eCIO, Inc. 24
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 24
Oversea-Chinese Banking CORP Ltd 24
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 24
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 24
Standard Life Investments LTD 24
Munder Series Trust 23
Knollwood Investment Advisory, LLC 23
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 23
Flinton Capital Management LLC 23
Kaizen Advisory, Llc 23
Western Asset Global Corporate Defined Opportunity Fund Inc. 23
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 23
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 23
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 23
McMahon Financial Advisors, LLC 23
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 23
Parisi Gray Wealth Management 23
Western Asset Premier Bond Fund 23
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 23
TAP Consulting, LLC 23
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 23
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 23
Vermillion Wealth Management, Inc. 23
AdvisorShares Investments LLC 23
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 23
ULTRA SERIES FUND - Core Bond Fund Class I 23
RSSL - Global X Funds - Global X Russell 2000 ETF 23
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 23
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 23
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 23
Garde Capital, Inc. 23
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 23
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 23
Saudi Central Bank 23
Doliver Advisors, Lp 23
Man Investments Ltd 23
Centric Wealth Management 23
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 23
Stux Capital Management, LLC 23
Alpenglow Capital LP 23
Gerstein Fisher 23
Ghisallo Capital Management LLC 23
Waterloo Capital, L.P. 23
Phocas Financial Corp. 23
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 23
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 23
Chicago Capital, LLC 23
Fayez Sarofim & Co 23
Sapient Capital Llc 23
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 23
Winton Capital Management Ltd 23
Rothschild Asset Management Inc 23
Oppenheimer Quest For Value Funds 23
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 23
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 23
ARGI Investment Services, LLC 23
Shinko Asset Management Co., Ltd. 23
Morton Brown Family Wealth, LLC 23
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 23
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 23
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 23
Decker Retirement Planning Inc. 23
Boenning & Scattergood, Inc. 23
Poehling Capital Management, LLC 23
Wrapmanager Inc 23
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 23
Alerus Financial Na 23
Meeder Advisory Services, Inc. 23
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 23
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 23
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 23
Professional Financial Advisors, LLC 23
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 23
Evolution Wealth Management Inc. 23
Binnacle Investments Inc 23
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 23
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 23
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 23
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 23
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 23
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 23
Howard Hughes Medical Institute 23
Prosperity Consulting Group, LLC 23
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 23
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 23
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 23
Lehman Financial Resources, Inc. 23
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 23
BancorpSouth Bank 23
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 23
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 23
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 23
Knights of Columbus Asset Advisors LLC 23
CCMG - EA Series Trust - CCM Global Equity ETF 23
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 23
Jamison Private Wealth Management, Inc. 23
Argent Advisors, Inc. 23
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 23
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 23
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 23
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 23
Consolidated Planning Corp 23
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 23
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 23
CHURCHILL MANAGEMENT Corp 23
Byrne Asset Management LLC 23
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 23
Linden Thomas Advisory Services, LLC 23
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 23
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 23
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 23
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 23
Whitebox Advisors Llc 23
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 23
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 23
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 23
Graypoint LLC 23
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 23
Mediolanum International Funds Ltd 23
Carolina Wealth Advisors, LLC 23
Arcus Capital Partners, LLC 23
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares 23
CPI - IndexIQ ETF Trust - IQ Real Return ETF 23
Greenland Capital Management LP 23
Brown Advisory Securities, LLC 23
Lingohr & Partner Asset Management GmbH 23
Palladium Partners Llc 23
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 23
Signature Estate & Investment Advisors Llc 23
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 23
Vanguard Explorer Fund 23
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 23
Credential Qtrade Securities Inc. 23
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 23
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 23
West Family Investments, Inc. 23
Cna Financial Corp 23
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 23
Cavalier Investments, LLC 23
Custom Index Systems, Llc 23
Nicolet Advisory Services, Llc 23
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 23
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 23
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 23
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 23
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 23
DAAVX - Dunham Funds - Dunham Dynamic Macro Fund Class A 23
PRW Wealth Management LLC 23
Wilmington Trust, National Association 23
Quotient Investors, LLC 23
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 23
Bridgecreek Investment Management, LLC 23
Thoroughbred Financial Services, Llc 23
Euclid Advisors LLC 23
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 23
Signature Resources Capital Management, LLC 23
Ascend Capital, Llc 23
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 23
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 23
Chemical Bank 23
MPS Loria Financial Planners, LLC 23
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 23
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 23
Baker Ellis Asset Management LLC 23
Sun Life Financial Inc 23
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 23
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 23
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 23
Trifecta Capital Advisors, LLC 23
High Net Worth Advisory Group LLC 23
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 23
Plato Investment Management Ltd 23
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 23
Caz Investments Lp 23
Richardson Financial Services Inc. 23
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 23
Strategy Asset Managers Llc 23
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 23
683 Capital Management, LLC 23
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 23
Savvy Advisors, Inc. 23
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 23
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 23
Exchange Capital Management, Inc. 23
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 23
Sittner & Nelson, Llc 23
Argent Capital Management Llc 23
Mint Tower Capital Management B.V. 23
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 23
Vinva Investment Management Ltd 23
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 23
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 23
Ab Pooling Portfolios 23
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 23
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 23
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 23
New Wave Wealth Advisors Llc 23
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 23
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 23
Eaton Vance Senior Income Trust 22
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 22
Transamerica Partners Portfolios 22
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 22
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 22
BKM Wealth Management, LLC 22
West Tower Group, LLC 22
Wood Tarver Financial Group, LLC 22
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 22
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 22
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 22
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 22
Rockland Trust Co 22
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 22
Thomasville National Bank 22
Integrity Alliance, Llc. 22
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 22
VBCVX - VALIC Co I - Systematic Value Fund 22
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 22
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 22
Stelac Advisory Services LLC 22
VestGen Advisors, LLC 22
Berger Financial Group, Inc 22
Principle Wealth Partners Llc 22
Annapolis Financial Services, LLC 22
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 22
Perkins Investment Management, LLC 22
Dai-ichi Life Holdings, Inc. 22
Nilsine Partners, LLC 22
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 22
Oliver Luxxe Assets LLC 22
CapWealth Advisors, LLC 22
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 22
Syverson Strege & Co 22
Congress Asset Management Co /ma 22
Bel Air Investment Advisors Llc 22
Mcdonald Partners Llc 22
Murphy & Mullick Capital Management Corp 22
Calamos Wealth Management LLC 22
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 22
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 22
Fft Wealth Management Llc 22
Garrett Wealth Advisory Group, LLC 22
Brandywine Oak Private Wealth Llc 22
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 22
AlTi Global, Inc. 22
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 22
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 22
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 22
SFY - Tidal ETF Trust - SoFi Select 500 ETF 22
Global Assets Advisory, LLC 22
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 22
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 22
Asahi Life Asset Management Co., Ltd. 22
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 22
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 22
Dearborn Partners Llc 22
Systematic Alpha Investments, LLC 22
Old North State Trust, LLC 22
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 22
LVW Advisors, LLC 22
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 22
Capitolis Liquid Global Markets LLC 22
Legacy Bridge, LLC 22
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 22
Delta Investment Management, LLC 22
Wilmington Funds Management Corp 22
Citizens Business Bank 22
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 22
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 22
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 22
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 22
Unigestion Holding SA 22
Chilton Investment Co Llc 22
Kessler Investment Group, LLC 22
Bank of New Hampshire 22
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 22
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 22
STRV - EA Series Trust - Strive 500 ETF 22
Strycker View Capital Llc 22
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 22
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 22
Fusion Family Wealth LLC 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 22
Perennial Advisors, LLC 22
Daiwa Capital Markets America Inc. 22
Clifford Swan Investment Counsel Llc 22
Frontier Capital Management Co Llc 22
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 22
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 22
Ferguson Wellman Capital Management, Inc 22
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 22
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 22
Crabel Capital Management, LLC 22
Eisler Capital Management Ltd. 22
Pine Valley Investments Ltd Liability Co 22
Bollard Group LLC 22
J.P. Turner & Co Capital Mnagement, LLC 22
1620 Investment Advisors, Inc. 22
Beaumont Financial Advisors, LLC 22
Zullo Investment Group, Inc. 22
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 22
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 22
Intrinsic Edge Capital Management LLC 22
R&F Capital Advisors LP 22
Arbiter Partners Capital Management LLC 22
LexAurum Advisors, LLC 22
Hartline Investment Corp/ 22
Northwest Capital Management Inc 22
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 22
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 22
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 22
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 22
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 22
Busey Wealth Management 22
Hurley Capital, LLC 22
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 22
Kathmere Capital Management, LLC 22
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 22
Homrich & Berg 22
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 22
Lion Street Advisors, LLC 22
Pinz Capital Management, LP 22
TCW ETF Trust - TCW Flexible Income ETF 22
Redwood Wealth Management Group, LLC 22
Reuter James Wealth Management, Llc 22
Atlas Private Wealth Management 22
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 22
Midwest Trust Co 22
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 22
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 22
Firestone Capital Management 22
Mazama Capital Management Inc 22
Scoggin Management Lp 22
Calamos Dynamic Convertible & Income Fund 22
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 22
Absolute Capital Management, LLC 22
Merriman Wealth Management, LLC 22
Ballew Advisors, Inc 22
United Community Bank 22
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 22
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 22
Legacy Private Trust Co. 22
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 22
Cfm Wealth Partners Llc 22
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 22
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 22
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 22
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 22
IXG - iSHARES TRUST - iShares Global Financials ETF 22
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 22
NorthCrest Asset Manangement, LLC 22
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 22
RPg Family Wealth Advisory, LLC 22
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 22
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 22
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 22
Voya Global Advantage & Premium Opportunity Fund 22
Tennessee Valley Asset Management Partners 22
Industrial Alliance Investment Management Inc. 22
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 22
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 22
American Research & Management Co. 22
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 22
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 22
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 22
Ironsides Asset Advisors, LLC 22
Fsi Group, Llc 22
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 22
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 22
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 22
Isthmus Partners, Llc 22
Windsor Capital Management, LLC 22
Alpine Bank Wealth Management 22
Linscomb & Williams, Inc. 22
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 22
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 22
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 22
BW Gestao de Investimentos Ltda. 22
Lee Danner & Bass Inc 22
Midas Management Corp 22
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 22
Investment House Llc 22
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 22
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 22
Cim Investment Mangement Inc 22
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 22
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 22
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 22
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 22
Bp Plc 22
Cobiz Investment Management, Llc 22
Nuveen Tax Advantaged Total Return Strategy Fund 22
Visionary Asset Management, Inc. 22
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 22
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 22
CoreFirst Bank & Trust 21
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 21
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 21
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 21
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 21
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 21
Capital Wealth Alliance, LLC 21
Triangle Securities Wealth Management 21
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 21
SYM FINANCIAL Corp 21
Ronald Blue & Co Llc 21
Occidental Asset Management, LLC 21
Miller Value Partners, Llc 21
Clear Point Advisors Inc. 21
Monetary Management Group Inc 21
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 21
New England Research & Management, Inc. 21
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 21
Sage Mountain Advisors LLC 21
Rs Investment Management Co Llc 21
Munder Capital Management 21
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 21
Cohen & Steers Quality Income Realty Fund Inc 21
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 21
Clough Capital Partners L P 21
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 21
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 21
Willingdon Wealth Management 21
Howard Wealth Management, Llc 21
Braun-Bostich & Associates Inc. 21
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 21
Columbia Partners L L C Investment Management 21
Pacific Center for Financial Services 21
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 21
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 21
Columbia Funds Variable Series Trust II - CTIVP - BlackRock Global Inflation-Protected Securities Fund Class 3 21
Degroof Petercam Asset Management 21
Gladius Capital Management LP 21
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 21
Global Income Builder Portfolio - Global Income Builder Portfolio 21
Consolidated Portfolio Review Corp 21
Teton Westwood Funds 21
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 21
Appleton Partners Inc/ma 21
Vermillion & White Wealth Management Group, LLC 21
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 21
Blackrock Debt Strategies Fund, Inc. 21
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 21
McClarren Financial Advisors, Inc. 21
Syntal Capital Partners, LLC 21
Waldron Private Wealth LLC 21
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 21
North Star Asset Management Inc 21
TradeLink Global Equity LLC 21
1st Global Advisors, Inc. 21
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 21
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 21
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 21
IFC Holdings Incorporated/FL 21
Traub Capital Management LLC 21
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 21
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 21
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 21
GM Advisory Group, Inc. 21
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 21
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 21
Capital Directions Investment Advisors, LLC 21
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 21
Relative Value Partners Group, LLC 21
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 21
Seawolf Capital, LLC 21
United Asset Strategies, Inc. 21
Kwmg, Llc 21
Human Investing LLC 21
Blackstone Group Inc 21
Orrstown Financial Services Inc 21
Intrua Financial, LLC 21
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 21
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 21
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 21
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 21
MBM Wealth Consultants, LLC 21
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 21
Cheviot Value Management, LLC 21
Cynosure Management, Llc 21
T. Rowe Price Investment Management, Inc. 21
New America High Income Fund Inc 21
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 21
Studio Investment Management Llc 21
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 21
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 21
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 21
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 21
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 21
Amica Mutual Insurance Co 21
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 21
Adams Diversified Equity Fund, Inc. 21
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 21
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 21
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 21
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 21
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 21
Eisler Capital (UK) Ltd. 21
Cutter & CO Brokerage, Inc. 21
Amplify ETF Trust - Amplify AI Powered Equity ETF 21
Wharton Business Group, LLC 21
Pointe Capital Management LLC 21
Bulldog Investors, LLP 21
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 21
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 21
Meridian Wealth Advisors, LLC 21
Foster Dykema Cabot & Partners, Llc 21
Malaga Cove Capital, LLC 21
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 21
BLB&B Advisors, LLC 21
Generali Asset Management SPA SGR 21
HCR Wealth Advisors 21
O'Dell Group, LLC 21
Campbell Multi-strategy Trust 21
Bragg Financial Advisors, Inc 21
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 21
Dagco, Inc. 21
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 21
Nelson Capital Management, LLC 21
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 21
Insight 2811, Inc. 21
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 21
Invst, LLC 21
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 21
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 21
Family Firm, Inc. 21
Strengthening Families & Communities, LLC 21
Capital International Sarl 21
SCS Capital Management LLC 21
Ridgeworth Funds 21
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 21
American Funds Insurance Series 21
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 21
High Point Bank & Trust Co 21
J. Safra Sarasin Holding AG 21
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 21
HBW Advisory Services LLC 21
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 21
Nikko Asset Management Americas, Inc. 21
E&G Advisors, LP 21
PDS Planning, Inc 21
Jackson Square Capital, Llc 21
Segment Wealth Management, LLC 21
PIMCO Dynamic Income Opportunities Fund 21
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 21
Family Management Corp 21
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 21
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 21
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 21
FSA Wealth Management LLC 21
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 21
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 21
Sterneck Capital Management, LLC 21
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 21
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 21
Tiaa Trust, National Association 21
Li Winifred I 21
Douglass Winthrop Advisors, LLC 21
Tri-continental Corp 21
Beaumont Financial Partners, LLC 21
Platform Technology Partners 21
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 21
Close Asset Management Ltd 21
My Personal CFO, LLC 21
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 21
Bbr Partners, Llc 21
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 21
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 21
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 21
Achievement Holdings L.P. 21
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 21
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 21
Synergy Investment Management, LLC 21
Fieldview Capital Management, LLC 21
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 21
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 21
Arden Trust Co 21
Price Capital Management, Inc. 21
Three Corner Global Investors LP 21
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class 21
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 21
Abn Amro Investment Solutions 21
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 21
First National Corp /ma/ /adv 21
Calamos Convertible & High Income Fund 21
Gluskin Sheff & Assoc Inc 21
Calamos Convertible Opportunities & Income Fund 21
Calamos Global Total Return Fund 21
Advance Capital I Inc 21
Bank Of Nova Scotia Trust Co 21
Allen Capital Group, LLC 21
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 21
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 21
Shikiar Asset Management Inc 21
Aureus Asset Management, LLC 21
Nkcfo Llc 21
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 21
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 21
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 21
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 21
Capital Impact Advisors, LLC 21
Delta Lloyd Nv 21
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 21
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 21
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 21
EHP Funds Inc. 21
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 21
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 21
Tdam Usa Inc. 21
Hexavest Inc. 21
Krane Funds Advisors LLC 21
Arrowgrass Capital Partners (us) Lp 21
Black Swift Group, LLC 21
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 21
Signal Advisors Wealth, LLC 21
Cramer Rosenthal Mcglynn Llc 21
Keystone Financial Group 20
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 20
GenTrust, LLC 20
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 20
Monument Capital Management 20
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 20
Lmcg Investments, Llc 20
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 20
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 20
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 20
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 20
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 20
Pathway Financial Advisors LLC 20
Atlantic Edge Private Wealth Management, LLC 20
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 20
Frontier Investment Mgmt Co 20
Clal Insurance Enterprises Holdings Ltd 20
Rs Investment Trust 20
Radnor Capital Management, LLC 20
Pinnacle Wealth Management Advisory Group, LLC 20
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 20
Aua Capital Management, Llc 20
Berkshire Asset Management Llc/pa 20
GFFIX - Gator Series Trust - Gator Financial Fund 20
Monroe Bank & Trust/mi 20
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 20
Emfo, Llc 20
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 20
Cornerstone Investment Partners, LLC 20
EAM Global Investors LLC 20
Y.D. More Investments Ltd 20
Bnp Paribas 20
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 20
AustralianSuper Pty Ltd 20
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 20
Okabena Investment Services Inc 20
Soltis Investment Advisors LLC 20
Crawford Investment Counsel Inc 20
Noble Wealth Management PBC 20
Steinberg Global Asset Management 20
Lansing Street Advisors 20
Offit Capital Advisors Llc 20
Ferris Capital, Llc 20
Lee Capital Holdings LLC 20
Horizon Bancorp Inc /in/ 20
Cozad Asset Management Inc 20
Brewin Dolphin Wealth Management Ltd 20
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 20
Montecito Bank & Trust 20
Hanlon Investment Management, Inc. 20
Impax Asset Management Group plc 20
Jag Capital Management, Llc 20
GFG Capital, LLC 20
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 20
Safeguard Financial, LLC 20
Bruderman Asset Management, LLC 20
Redmont Wealth Advisors Llc 20
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 20
TrimTabs Asset Management, LLC 20
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 20
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 20
Sterne Agee Group, Inc. 20
Better Money Decisions, LLC 20
Lynx Investment Advisory 20
Cacti Asset Management Llc 20
Crews Bank & Trust 20
CT Financial Advisors LLC 20
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 20
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 20
Secure Asset Management, LLC 20
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 20
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 20
Carnick & Kubik, LLC 20
Rainier Investment Management Llc 20
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 20
Patton Albertson Miller Group, Llc 20
STXK - EA Series Trust - Strive Small-Cap ETF 20
Discovery Capital Management, Llc / Ct 20
Kiwi Wealth Investments Limited Partnership 20
Fielder Capital Group LLC 20
NuWave Investment Management, LLC 20
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 20
My Legacy Advisors, LLC 20
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 20
Horizons Etf Trust I 20
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 20
Tcg Advisors, Lp 20
Banyan Partners, LLC 20
Sfmg, Llc 20
Piscataqua Savings Bank 20
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 20
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 20
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 20
Psagot Value Holdings Ltd. / (Israel) 20
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 20
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 20
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 20
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 20
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 20
Capital Management Associates /ny/ 20
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 20
Ruedi Wealth Management, Inc. 20
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 20
Moody Lynn & Lieberson, Llc 20
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 20
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 20
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 20
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 20
Team Financial Group, LLC 20
Islet Management, LP 20
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 20
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 20
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 20
Quadrant Private Wealth Management, LLC 20
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 20
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 20
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 20
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 20
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 20
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 20
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 20
Compass Wealth Management LLC 20
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 20
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 20
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 20
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 20
Fortem Financial Group, Llc 20
Hoover Financial Advisors, Inc. 20
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 20
Shufro Rose & Co Llc 20
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 20
Urban Wealth Management, LLC 20
Hallmark Capital Management Inc 20
Cedar Wealth Management, LLC 20
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 20
Edge Capital Group, LLC 20
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 20
Boreal Capital Management LLC 20
SLIM - Janus Detroit Street Trust - The Obesity ETF 20
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 20
Accredited Wealth Management, LLC 20
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 20
Alphagen Securities Llc 20
PACIFIC SELECT FUND - Core Income Portfolio Class I 20
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 20
Taika Capital, LP 20
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 20
Nuveen Preferred & Income 2022 Term Fund 20
Exos Asset Management LLC 20
Spectrum Wealth Counsel, LLC 20
InterOcean Capital Group, LLC 20
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 20
Ethos Financial Group, LLC 20
Easterly Investment Partners Llc 20
Sig Brokerage, Lp 20
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 20
Sovereign Financial Group, Inc. 20
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 20
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 20
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 20
Pimco High Income Fund 20
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 20
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 20
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 20
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 20
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 20
Horrell Capital Management, Inc. 20
Patton Fund Management, Inc. 20
Jeppson Wealth Management, Llc 20
Tranquility Partners, LLC 20
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 20
Ofi Invest Asset Management 20
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 20
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 20
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 20
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 20
Altus Wealth Group LLC 20
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 20
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 20
Cca Investments Trust 20
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 20
Columbus Circle Investors 20
Intrepid Capital Management Inc 20
Gdl Fund 20
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 20
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 20
Fiduciary Family Office, Llc 20
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 20
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 20
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 20
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 20
Ambassador Advisors, LLC 20
Advantage Advisers Xanthus Fund, L.l.c. 20
CI Global Investments Inc. 20
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 20
Investors Asset Management Of Georgia Inc /ga/ /adv 20
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 20
Bristlecone Advisors, LLC 20
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 20
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 20
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 20
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 20
Whitnell & Co. 20
Roxbury Financial LLC 20
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 20
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 20
VCCCX - VALIC Co I - Capital Conservation Fund 20
6 Meridian 20
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 20
Angeles Wealth Management, Llc 20
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 20
Orinda Asset Management LLC 20
Aft, Forsyth & Company, Inc. 20
Allianz Se 20
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 20
Daymark Wealth Partners, Llc 20
Partners Capital Investment Group, Llp 20
Fedenia Advisers LLC 20
Power Corp of Canada 20
Silicon Valley Capital Partners 20
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 20
Periscope Capital Inc. 20
Brasada Capital Management, Lp 20
Covenant Asset Management, LLC 20
GlobalBridge, Inc. 20
David R. Rahn & Associates Inc. 20
Santori & Peters, Inc. 20
Ford Financial Group, LLC 20
FUKOKU MUTUAL LIFE INSURANCE Co 20
Cidel Asset Management Inc 20
Flaharty Asset Management, LLC 20
Diversify Wealth Management, Llc 20
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 20
Taylor Hoffman Wealth Management 20
DecisionPoint Financial, LLC 20
Motley Fool Asset Management LLC 20
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 20
Infrastructure Capital Advisors, Llc 20
Abacus Planning Group, Inc. 20
Western Asset Global High Income Fund Inc. 19
PIMCO FUNDS - PIMCO Short-Term Portfolio 19
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 19
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 19
WealthStone, Inc. 19
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 19
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 19
RVRB - ADVISORS SERIES TRUST - Reverb ETF 19
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 19
Principal Street Partners, LLC 19
ASB Consultores, LLC 19
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 19
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 19
Thor Advisors, Llc 19
Commonwealth Financial Services, LLC 19
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 19
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 19
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 19
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 19
BlackRock Capital Allocation Trust 19
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 19
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 19
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 19
PFS Partners, LLC 19
Invesco Actively Managed Exchange-Traded Commodity Fund Trust - Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF 19
Intact Investment Management Inc. 19
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 19
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 19
Tobam 19
Condor Capital Management 19
BLPIX - Profunds - Bull Profund Investor Class 19
Matrix Trust Co 19
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 19
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 19
Dowling & Yahnke Llc 19
Sound View Wealth Advisors Group, LLC 19
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 19
Securian Funds Trust - SFT Core Bond Fund Class 1 19
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 19
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 19
Shamrock Asset Management LLC 19
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 19
D L Carlson Investment Group Inc 19
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 19
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 19
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 19
Resonant Capital Advisors, LLC 19
Ellsworth Advisors, LLC 19
Annex Advisory Services, LLC 19
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 19
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 19
Leap Investments Lp 19
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 19
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 19
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 19
Coatue Management Llc 19
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 19
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 19
Astoria Portfolio Advisors LLC. 19
PWS - Pacer Funds Trust - Pacer WealthShield ETF 19
Wsfs Capital Management, Llc 19
Simmons Bank 19
Eaton Vance Floating-rate Income Plus Fund 19
Pfs Investments Inc. 19
Df Dent & Co Inc 19
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 19
Rs Variable Products Trust 19
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 19
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 19
Allegheny Financial Group LTD 19
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 19
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 19
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 19
Diligent Investors, LLC 19
Fourth Dimension Wealth, LLC 19
Fwl Investment Management, Llc 19
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 19
Strategic Capital Alternatives LLC 19
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 19
Rampart Investment Management Company, LLC 19
Balasa Dinverno & Foltz Llc 19
Seizert Capital Partners, Llc 19
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 19
Guidant Wealth Advisors 19
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 19
Jabre Capital Partners S.A. 19
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 19
Trust Asset Management LLC 19
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 19
Burgundy Asset Management Ltd. 19
Ironwood Investment Counsel, LLC 19
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 19
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 19
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 19
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 19
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 19
Amica Retiree Medical Trust 19
Signition Lp 19
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 19
Lucia Wealth Services, Llc 19
Renaissance Group Llc 19
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 19
Vestor Capital, Llc 19
Lgl Partners, Llc 19
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 19
Private Bank & Trust Co 19
Catalytic Wealth RIA, LLC 19
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 19
Parsec Financial Management, Inc. 19
L2 Asset Management, LLC 19
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 19
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 19
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 19
Empower Advisory Group, LLC 19
Harfst & Associates, Inc. 19
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 19
Mjp Associates Inc /adv 19
Cypress Wealth Services, LLC 19
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 19
SSO - PROSHARES TRUST - ProShares Ultra S&P500 19
Acap Strategic Fund 19
University Of Texas/texas Am Investment Managment Co 19
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 19
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 19
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 19
Aries Wealth Management 19
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 19
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 19
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 19
Courier Capital Llc 19
Creative Capital Management Investments LLC 19
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 19
Valued Wealth Advisors LLC 19
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 19
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 19
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 19
Mascagni Wealth Management, Inc. 19
SWAN Capital LLC 19
Latitude Advisors, LLC 19
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 19
Legacy Financial Group LLC 19
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 19
Royce Micro-cap Trust, Inc /md/ 19
Whalerock Point Partners, Llc 19
SMART Wealth LLC 19
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 19
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 19
Oxford Financial Group Ltd 19
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 19
Fortis Group Advisors, LLC 19
Axiom International Investors Llc /de 19
Hohimer Wealth Management, Llc 19
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 19
Mirador Capital Partners LP 19
Franklin Templeton ETF Trust - Western Asset Bond ETF 19
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 19
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 19
OmniStar Financial Group, Inc. 19
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 19
Pinnacle Holdings, LLC 19
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 19
44 Wealth Management Llc 19
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 19
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 19
Markel Corp 19
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 19
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 19
VCBCX - VALIC Co I - Blue Chip Growth Fund 19
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 19
Old Point Trust & Financial Services N A 19
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 19
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 19
Affinity Investment Advisors, Llc 19
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 19
Laidlaw Wealth Management LLC 19
Silvant Capital Management LLC 19
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 19
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 19
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 19
Aurora Investment Counsel 19
Wcm Investment Management, Llc 19
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 19
AGUAX - AMERICAN BEACON FUNDS - American Beacon Frontier Markets Income Fund A Class 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 19
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 19
Avanza Fonder AB 19
Hyman Charles D 19
First National Bank Sioux Falls 19
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 19
Clarfeld Financial Advisors, Llc 19
Osterweis Capital Management Inc 19
Nuveen Variable Rate Preferred & Income Fund 19
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 19
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 19
Beach Investment Counsel Inc/pa 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 19
Glovista Investments LLC 19
Castle Wealth Management Llc 19
Legacy Wealth Asset Management, LLC 19
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 19
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 19
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 19
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 19
Sargent Investment Group, LLC 19
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 19
Cedar Brook Financial Partners, LLC 19
RE Dickinson Investment Advisors, LLC 19
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 19
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 19
Stonegate Investment Group, LLC 19
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 19
Stancorp Investment Advisers Inc 19
Clough Global Dividend & Income Fund 19
Meristem Family Wealth, LLC 19
Kula Investments, LLC 19
Hc Financial Advisors Inc 19
Legato Capital Management LLC 19
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 19
Lebenthal Asset Management, LLC 19
Ikos Cif Ltd 19
Coe Capital Management, LLC 19
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 19
Cohen & Steers Total Return Realty Fund Inc 19
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 19
ULPIX - Profunds - Ultrabull Profund Investor Class 19
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 19
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 19
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 19
Coston, McIsaac & Partners 19
Prio Wealth Limited Partnership 19
Sumitomo Life Insurance Co 19
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 19
United Advisor Group, LLC 19
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 19
Gw Henssler & Associates Ltd 19
Alliance Wealth Advisors, LLC /UT 19
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 19
MANA Advisors LLC 19
MD Financial Management Inc. 19
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 19
Corbenic Partners LLC 19
Profunds - Profund Vp Bull 19
Sovran Advisors, LLC 19
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 19
Altfest L J & Co Inc 19
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 19
Acrisure Capital Management, LLC 19
Bank of Jackson Hole Trust 19
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 19
DC Investments Management, LLC 19
Profunds - Profund Vp Ultrabull 19
JTC Employer Solutions Trusteee Ltd 19
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 19
Horan Capital Advisors, LLC. 19
Ag2r La Mondiale Gestion D'actifs 19
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 19
Imprint Wealth LLC 19
Coronation Fund Managers Ltd. 19
Westover Capital Advisors, LLC 19
Independent Solutions Wealth Management, LLC 19
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 19
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 19
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 18
Raiffeisen Bank International AG 18
Redwood Park Advisors LLC 18
S&t Bank/pa 18
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 18
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 18
DCM Advisors, LLC 18
Avalon Trust Co 18
DSC Advisors, L.P. 18
PACIFIC SELECT FUND - Equity Index Portfolio Class I 18
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 18
Bryce Point Capital, LLC 18
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 18
Roundview Capital LLC 18
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 18
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 18
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 18
Walter & Keenan Financial Consulting Co /mi/ /adv 18
Virginia Retirement System 18
Cleararc Capital Inc 18
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 18
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 18
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 18
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 18
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 18
IMG Wealth Management, Inc. 18
Fernwood Investment Management, LLC 18
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 18
Novem Group 18
InterOcean Capital, LLC 18
Peregrine Asset Advisers, Inc. 18
Nicholas Hoffman & Company, LLC. 18
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 18
Vision Financial Markets Llc 18
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 18
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 18
HMS Capital Management, LLC 18
Stanford Investment Group, Inc. 18
Beese Fulmer Investment Management, Inc. 18
Asset Planning Services, Ltd. 18
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 18
LVPIX - Profunds - Large-cap Value Profund Investor Class 18
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 18
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 18
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 18
Miles Capital, Inc. 18
Fullerton Fund Management Co Ltd 18
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 18
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 18
Howland Capital Management Llc 18
Channing Capital Management, LLC 18
Northeast Financial Consultants Inc 18
Verity & Verity, LLC 18
Gratus Capital LLC 18
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 18
Gargoyle Investment Advisor L.L.C. 18
Foster & Motley Inc 18
Dimension Capital Management Llc 18
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 18
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 18
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 18
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 18
Longboard Asset Management, LP 18
Marvin & Palmer Associates Inc 18
Beacon Investment Advisory Services, Inc. 18
Park National Corp /oh/ 18
Stock Yards Bank & Trust Co 18
Detwiler Fenton Investment Management LLC 18
Pensionfund DSM Netherlands 18
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 18
Exxonmobil Investment Management Inc /tx 18
Gierl Augustine Investment Management Inc 18
NEOS Investment Management LLC 18
Ramirez Asset Management, Inc. 18
Profunds - Profund Vp Small-cap Value 18
Profunds - Profund Vp Large-cap Value 18
IMS Capital Management 18
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 18
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 18
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 18
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 18
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 18
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 18
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 18
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 18
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 18
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 18
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 18
Moss Adams Wealth Advisors LLC 18
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 18
ULTRA SERIES FUND - Diversified Income Fund Class I 18
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 18
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 18
OTA Financial Group L.P. 18
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 18
Select Equity Group, L.P. 18
Eubel Brady & Suttman Asset Management Inc 18
TIG Advisors, LLC 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 18
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 18
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 18
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 18
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 18
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 18
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 18
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 18
Personal Capital Advisors Corp 18
Genesis Wealth Advisors, LLC 18
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 18
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 18
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 18
TIMOTHY PLAN - Timothy Strategic Variable 18
Copia Wealth Management 18
First Merchants Corp 18
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 18
VSTIX - VALIC Co I - Stock Index Fund 18
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 18
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 18
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 18
Tritonpoint Wealth, Llc 18
Pimco Global Stocksplus & Income Fund 18
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 18
Alta Advisers Ltd 18
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 18
Addison Capital Co 18
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 18
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 18
Phoenix Wealth Advisors 18
Aspen Grove Capital, LLC 18
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 18
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 18
Scout Investments, Inc. 18
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 18
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 18
1st Source Bank 18
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 18
JIHDX - John Hancock Funds II - High Yield Fund Class 1 18
Dividend & Income Fund 18
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 18
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 18
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 18
Connable Office Inc 18
Griffin Asset Management, Inc. 18
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 18
Virtus Global Multi-sector Income Fund 18
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 18
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 18
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 18
Bangor Savings Bank 18
America First Investment Advisors, LLC 18
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 18
BKD Wealth Advisors, LLC 18
True North Advisors, LLC 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 18
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 18
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 18
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 18
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 18
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 18
Cetera Trust Company, N.A 18
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 18
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 18
Tactive Advisors, LLC 18
Gilliland Jeter Wealth Management LLC 18
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 18
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 18
Matrix Private Capital Group Llc 18
Rivernorth Opportunities Fund, Inc. 18
Capital CS Group, LLC 18
Everpar Advisors Llc 18
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 18
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 18
Net Worth Advisory Group 18
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 18
XML Financial, LLC 18
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 18
Leelyn Smith, LLC 18
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 18
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 18
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 18
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 18
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 18
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 18
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 18
Spdr S&p 500 Etf Trust 18
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 18
Owl Creek Asset Management, L.P. 18
TBH Global Asset Management, LLC 18
Islay Capital Management, Llc 18
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 18
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 18
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 18
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 18
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 18
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 18
Quotient Wealth Partners, LLC 18
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 18
Teamwork Financial Advisors, LLC 18
Ovata Capital Management Ltd 18
Financial Engines Advisors L.L.C. 18
Johnson Midwest Financial, LLC 18
Aprio Wealth Management, LLC 18
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 18
STFGX - Advisers Investment Trust - State Farm Growth Fund 18
Cardiff Park Advisors, Llc 18
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 18
PENN SERIES FUNDS INC - Index 500 Fund 18
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 18
PrairieView Partners, LLC 18
Capital Group Private Client Services, Inc. 18
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 18
Securian Funds Trust - SFT Index 500 Fund Class 1 18
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 18
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 18
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 18
Jackson Wealth Management, LLC 18
Manatuck Hill Partners, LLC 18
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 18
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 18
Danda Trouve Investment Management, Inc. 18
Dynasty Wealth Management, Llc 18
F&C Asset Management plc 18
Global Wealth Strategies & Associates 18
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 18
Glg Inc. 18
JDM Financial Group LLC 18
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 18
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 18
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 18
Blackrock Allocation Target Shares - Bats Series A 18
MML Series Investment Fund II - MML Equity Fund Initial Class 18
Wealthgarden F.s. Llc 18
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 18
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 18
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 18
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 18
Pflug Koory, LLC 18
Journey Advisory Group, LLC 18
LFA - Lugano Financial Advisors SA 18
Pictet & Cie (Europe) SA 18
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 18
Regency Capital Management Inc.\DE 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 18
Fermata Advisors, LLC 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 18
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 18
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 18
Nfj Investment Group, Llc 18
Tower Bridge Advisors 18
Fiduciary Financial Group, Llc 18
Core Alternative Capital 18
Cypress Capital Group 18
Guardian Capital Lp 18
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 18
Genesee Capital Advisors, LLC 18
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 18
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 18
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 18
Pathway Financial Advisers, LLC 18
Orion Capital Management LLC 18
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio II 18
Guidance Point Advisors, LLC 18
Freedman Financial Associates, Inc. 18
MorganRosel Wealth Management, LLC 18
Baillie Gifford & Co 18
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 18
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 18
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 18
Standard Family Office LLC 18
Quilter Plc 18
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 18
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 18
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 18
Castellan Group, LLC 18
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 18
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 18
Corrado Advisors, Llc 18
Kmg Fiduciary Partners, Llc 18
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 18
Zhang Financial LLC 18
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 18
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 18
Manning & Napier Advisors Llc 18
Polar Capital Holdings Plc 18
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 18
Mach-1 Financial Group, Inc. 18
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 18
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 18
Reby Advisors, LLC 18
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 18
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 18
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 18
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 18
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 18
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 18
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 18
Groupama Asset Managment 18
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 18
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 18
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 18
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 18
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 18
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 18
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 18
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 18
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 18
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 18
TCF National Bank 18
NOSIX - Northern Funds - Northern Stock Index Fund 18
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 18
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 18
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 18
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 18
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 18
HDV - iSHARES TRUST - iShares Core High Dividend ETF 18
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 18
Prospector Partners Llc 18
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 17
River Wealth Advisors LLC 17
Filbrandt Wealth Management, LLC 17
Lowe Brockenbrough & Co Inc 17
Turner Funds 17
Blackhawk Capital Partners LLC. 17
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 17
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 17
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 17
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 17
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 17
Alphasimplex Group, Llc 17
GQG Partners LLC 17
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 17
Context Capital Management, LLC 17
ClearAlpha Technologies LP 17
Concentric Capital Strategies, LP 17
Covenant Multifamily Offices, LLC 17
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 17
Liontrust Investment Partners LLP 17
Tributary Capital Management, LLC 17
Hcim Trust 17
O'ROURKE & COMPANY, Inc 17
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 17
Hager Investment Management Services, Llc 17
Smallwood Wealth Investment Management, LLC 17
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 17
Kingdon Capital Management, L.l.c. 17
Vanguard Morgan Growth Fund 17
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 17
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 17
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 17
Maryland Capital Management 17
Lloyds Banking Group plc 17
Deseret Mutual Benefit Administrators 17
Chesley Taft & Associates LLC 17
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 17
Heritage Trust Co 17
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 17
American Financial Group Inc 17
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 17
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 17
Core Wealth Advisors, Inc. 17
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 17
Granite Investment Partners, LLC 17
Crescent Grove Advisors, LLC 17
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 17
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 17
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 17
Legacy Capital Group California, Inc. 17
EHLS - Tidal Trust II - Even Herd Long Short ETF 17
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 17
Game Plan Financial Advisors, LLC 17
Chatham Capital Group, Inc. 17
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 17
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 17
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 17
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 17
Mufg Securities Americas Inc. 17
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 17
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 17
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 17
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 17
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 17
Clear Investment Research, Llc 17
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 17
Westend Capital Management LLC 17
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 17
Budros, Ruhlin & Roe, Inc. 17
Opera Trading Capital 17
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 17
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 17
Gilman Hill Asset Management, LLC 17
AMCPX - AMCAP FUND - AMCAP FUND Class A 17
Grey Street Capital, LLC 17
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 17
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 17
Teton Advisors, Inc. 17
SVPIX - Profunds - Small-cap Value Profund Investor Class 17
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 17
Columbia Wanger Asset Management Llc 17
SignalPoint Asset Management, LLC 17
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 17
1ws Credit Income Fund 17
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 17
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 17
Iberiabank Corp 17
Ntv Asset Management Llc 17
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 17
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 17
Onefund, Llc 17
West Chester Capital Advisors, Inc 17
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 17
Mowery & Schoenfeld Wealth Management, LLC 17
Cadent Capital Advisors, LLC 17
Legend Financial Advisors, Inc. 17
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 17
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 17
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 17
FLP Wealth Management, LLC 17
Canada Post Corp Registered Pension Plan 17
BTG Pactual Global Asset Management Ltd 17
RSBT - Tidal Trust II - Return Stacked(TM) Bonds & Managed Futures ETF 17
Sax Wealth Advisors, Llc 17
First United Bank Trust/ 17
Klingenstein Fields & Co Lp 17
Kohlberg Kravis Roberts & Co. L.P. 17
Legacy Capital Wealth Partners, LLC 17
W.G. Shaheen & Associates DBA Whitney & Co 17
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 17
Symmetry Investments LP 17
Oxler Private Wealth LLC 17
Ibex Investors LLC 17
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 17
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 17
Shaolin Capital Management LLC 17
Waddell & Associates, Llc 17
Fort Sheridan Advisors Llc 17
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 17
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 17
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 17
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 17
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 17
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 17
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 17
Integre Asset Management, LLC 17
RVW Wealth, LLC 17
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 17
Aegon Asset Management Uk Plc 17
Quantitative Advantage, LLC 17
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 17
Gordian Capital Singapore Pte Ltd 17
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 17
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 17
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 17
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 17
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 17
EdgeRock Capital LLC 17
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 17
River Road Asset Management, LLC 17
Concorde Asset Management, LLC 17
CMBS - iSHARES TRUST - iShares CMBS ETF 17
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 17
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 17
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 17
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 17
Cardan Capital Partners, LLC 17
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 17
PARK CIRCLE Co 17
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 17
Bft Financial Group, Llc 17
Decade Capital Management Llc 17
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 17
Green Arrow Capital Management Llc 17
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 17
Rocky Mountain Advisers, Llc 17
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 17
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 17
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 17
Cornerstone Advisors Inc 17
Railway Pension Investments Ltd 17
SOL Capital Management CO 17
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 17
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 17
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 17
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 17
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 17
Richard C. Young & CO., LTD. 17
Stamos Capital Partners, L.p. 17
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 17
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 17
Encompass More Asset Management 17
Karlinski Andrew C 17
Raffles Associates Lp 17
SlateStone Wealth, LLC 17
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 17
Tru Independence Asset Management 2, Llc 17
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 17
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 17
Godsey & Gibb Associates 17
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 17
PartnerRe Asset Management CORP 17
Eaton Vance Short Duration Diversified Income Fund 17
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 17
UNIVEST FINANCIAL Corp 17
Dean Investment Associates, Llc 17
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 17
Bard Financial Services, Inc. 17
Apexium Financial, Lp 17
Nadler Financial Group, Inc. 17
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 17
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 17
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 17
Mizuho Securities Usa Llc 17
Coastal Capital Group, Inc. 17
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 17
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 17
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 17
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 17
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 17
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 17
Nuveen Multi-market Income Fund 17
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 17
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 17
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 17
Todd Asset Management Llc 17
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 17
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 17
FourThought Financial Partners, LLC 17
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 17
Spirit Of America Management Corp/ny 17
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 17
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 17
Bnc Wealth Management, Llc 17
Oppenheimer Equity Income Fund 17
Beck Capital Management, Llc 17
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 17
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 17
Goelzer Investment Management, Inc. 17
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 17
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 17
Ameliora Wealth Management Ltd. 17
Corsair Capital Management, L.p. 17
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 17
Fiduciary Group LLC 17
Koss-Olinger Consulting, LLC 17
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 17
Czech National Bank 17
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 17
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 17
Honeywell International Inc 17
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 17
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 17
PPM Funds - PPM High Yield Core Fund (Inst) 17
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 17
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 17
Princeton Capital Management Llc 17
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 17
BFIX - Build Funds Trust - Build Bond Innovation ETF 17
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 17
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 17
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 17
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 17
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 17
B.O.S.S. Retirement Advisors, LLC 17
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 17
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 17
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 17
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 17
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 17
Reinhart Partners, Inc. 17
Ignite Planners, LLC 17
Gould Capital, LLC 17
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 17
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 17
Searle & Co. 17
Altium Wealth Management LLC 17
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 17
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 17
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 17
Sageworth Trust Co of South Dakota 17
Triumph Capital Management 17
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 17
Sentinel Trust Co Lba 17
Woodley Farra Manion Portfolio Management Inc 17
BankPlus Trust Department 17
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 17
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 17
Cvi Holdings, Llc 17
Elmwood Wealth Management, Inc. 17
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 17
Aris Wealth Services, Inc. 17
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 17
Boyd Watterson Asset Management Llc/oh 17
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 17
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 17
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 17
Mattson Financial Services, LLC 17
TD Securities (USA) LLC 17
Baldwin Investment Management, LLC 17
PNC Managed Account Solutions, Inc. 17
Signature Wealth Management Group 17
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 17
Dialectic Capital Management, Lp 17
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 17
QUANTRES ASSET MANAGEMENT Ltd 17
Burleson & Company, LLC 17
Options Solutions, Llc 17
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 17
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 17
Peoples Financial Services Corp. 17
Mystic Asset Management, Inc. 17
Financiere des Professionnels - Fonds d,investissement inc. 17
Embree Financial Group 17
Southeast Asset Advisors Inc. 17
LMR Master Fund Ltd 17
D.B. Root & Company, LLC 17
Mid Continent Capital Llc/il 17
Financial Advisors Network, Inc. 17
Biltmore Family Office, LLC 17
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 17
Canandaigua National Bank & Trust Co 17
Fairview Capital Investment Management, Llc 17
Shanda Payment Holdings Ltd. 17
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 17
Welch Group, LLC 17
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 17
Fortress Investment Group LLC 16
Royce Global Value Trust, Inc. 16
Clarity Financial LLC 16
Invesco High Income Trust Ii 16
AIA Investment Management Private Ltd 16
Oxinas Partners Wealth Management LLC 16
Marquette Asset Management, LLC 16
SPX Equities Gestao de Recursos Ltda 16
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 16
Union Bancaire Privee, UBP SA 16
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 16
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 16
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 16
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 16
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 16
Snow Capital Management Lp 16
Granite FO LLC 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 16
RB Capital Management, LLC 16
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 16
Security National Bank 16
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 16
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 16
ENDW - EA Series Trust - Cambria Endowment Style ETF 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 16
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 16
Proffitt & Goodson Inc 16
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 16
Estate Counselors, LLC 16
Focus Financial Network Inc /adv 16
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 16
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 16
Pax World Management Llc 16
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 16
Investmark Advisory Group LLC 16
West Bancorporation Inc 16
McElhenny Sheffield Capital Management, LLC 16
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 16
Woodard & Co Asset Management Group Inc /adv 16
Walled Lake Planning & Wealth Management, Llc 16
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 16
MADDEN SECURITIES Corp 16
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 16
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 16
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 16
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 16
Relyea Zuckerberg Hanson LLC 16
X-Square Capital, LLC 16
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 16
Halpern Financial, Inc. 16
Carillon Tower Advisers, Inc. 16
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 16
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 16
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 16
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 16
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 16
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 16
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 16
Risk Paradigm Group, LLC 16
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 16
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 16
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 16
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 16
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 16
Atala Financial Inc 16
Holistic Financial Partners 16
Wellington Shields & Co., LLC 16
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 16
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 16
1776 Wealth LLC 16
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 16
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 16
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 16
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 16
Gateway Wealth Partners, LLC 16
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 16
Kayne Anderson Capital Advisors Lp 16
HighTower Trust Services, LTA 16
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 16
VEGN - ETF Series Solutions - US Vegan Climate ETF 16
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 16
Lumature Wealth Partners, LLC 16
Beech Hill Advisors, Inc. 16
Optimal Asset Management, Inc. 16
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 16
Financial Advisory Service, Inc. 16
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 16
Guardian Investor Services Llc 16
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 16
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 16
Blueprint Investment Partners LLC 16
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 16
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 16
Balboa Wealth Partners 16
Fulton Breakefield Broenniman Llc 16
Thrive Wealth Management, LLC 16
Underlying Funds Trust 16
Cohen & Steers Global Income Builder, Inc 16
Avitas Wealth Management LLC 16
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 16
PenderFund Capital Management Ltd. 16
Northeast Investment Management 16
Horizon Financial Services, Llc 16
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 16
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 16
STXM - EA Series Trust - Strive Mid-Cap ETF 16
Live Oak Private Wealth LLC 16
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 16
Marcum Wealth, LLC 16
Jacobus Wealth Management, Inc. 16
First National Bank of South Miami 16
Betterment LLC 16
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 16
ASTMX - Northern Lights Fund Trust - Astor Macro Alternative Fund Class A Shares 16
Profunds - Profund Vp Large-cap Growth 16
Richards, Merrill & Peterson, Inc. 16
Karpus Management, Inc. 16
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 16
Premier Asset Management Llc 16
Perfromance Wealth Partners, LLC 16
TrinityPoint Wealth, LLC 16
Cowa, Llc 16
Blue Sky Asset Management, LLC 16
MDPIX - Profunds - Mid-cap Profund Investor Class 16
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 16
Glassy Mountain Advisors, Inc. 16
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 16
UMPIX - Profunds - Ultramid-cap Profund Investor Class 16
Klr Investment Advisors, Llc 16
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 16
New Republic Capital, LLC 16
Osborne Partners Capital Management, Llc 16
Apella Capital, LLC 16
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 16
Loews Corp 16
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 16
Callan Capital, LLC 16
SPC Financial, Inc. 16
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 16
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 16
Jackson Hole Capital Partners, LLC 16
Cullinan Associates Inc 16
Charter Trust Co 16
Pinnacle Advisory Group, Inc. 16
Reyes Financial Architecture, Inc. 16
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 16
Allianzgi Diversified Income & Convertible Fund 16
Legg Mason Investment Counsel & Trust Co., N.A. 16
MBE Wealth Management, LLC 16
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 16
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 16
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 16
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 16
Oder Investment Management, LLC 16
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 16
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 16
Crescent Capital Consulting, LLC 16
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 16
Horizon Investment Services, LLC 16
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 16
Edmond de Rothschild (Europe) 16
Pentwater Capital Management LP 16
Claudia M.p. Batlle, Crp (r) Llc 16
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 16
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 16
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 16
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 16
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 16
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 16
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 16
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 16
Braun Stacey Associates Inc 16
Walker Asset Management, LLC 16
Piermont Capital Management LLC 16
Authentikos Wealth Advisory, LLC 16
AIEQ - ETF Managers Trust - AI Powered Equity ETF 16
B & T Capital Management DBA Alpha Capital Management 16
Bluestein R H & Co 16
10Elms LLP 16
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 16
Qvr Llc 16
Cubic Asset Management, LLC 16
Timber Creek Capital Management LLC 16
Zwj Investment Counsel Inc 16
Sullivan, Bruyette, Speros & Blaney, LLC 16
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 16
San Luis Wealth Advisors LLC 16
Handelsinvest Investeringsforvaltning 16
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 16
Spinnaker Trust 16
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 16
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 16
Perella Weinberg Partners Capital Management LP 16
Equitec Specialists, Llc 16
Northern Right Capital Management, L.P. 16
Delphi Private Advisors LLC 16
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 16
Clough Global Opportunities Fund 16
Beacon Harbor Wealth Advisors, Inc. 16
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 16
New Harbor Financial Group, LLC 16
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 16
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 16
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 16
KIFAX - Forward Funds - Salient Select Income Fund Class A 16
Cassaday & Co Wealth Management LLC 16
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 16
LGPIX - Profunds - Large-cap Growth Profund Investor Class 16
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 16
Zrc Wealth Management, Llc 16
Cobblestone Capital Advisors Llc /ny/ 16
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 16
Unique Wealth Strategies, LLC 16
Serengeti Asset Management LP 16
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 16
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 16
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 16
Lavaca Capital Llc 16
CrestPoint Capital Management, LLC 16
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 16
NJ State Employees Deferred Compensation Plan 16
JNL SERIES TRUST - JNL/Morningstar PitchBook Listed Private Equity Index Fund (A) 16
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 16
Triasima Portfolio Management inc. 16
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 16
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 16
Ray Gerald L & Associates Ltd 16
LaSalle St. Investment Advisors, LLC 16
Delphia (USA) Inc. 16
Everett Harris & Co /ca/ 16
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 16
Private Capital Advisors, Inc. 16
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 16
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 16
Leverage Partners Absolute Return Fund SPC 16
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 16
Portman Square Capital LLP 16
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 16
Capital International Ltd /ca/ 16
Icc Capital Management Inc/ 16
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 16
Financial Advantage, Inc. 16
MBL Wealth, LLC 16
BigSur Wealth Management LLC 16
Private Wealth Advisors, LLC 16
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 16
State of New Jersey Common Pension Fund A 16
Mpwm Advisory Solutions, Llc 16
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 16
Hara Capital LLC 16
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 16
First Commonwealth Financial Corp /pa/ 16
Profunds - Profund Vp Ultramid-cap 16
Edmond De Rothschild (suisse) S.a. 16
Payden & Rygel 16
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 16
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 16
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 16
Wealth Alliance Advisory Group, LLC 16
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 16
SkyOak Wealth, LLC 16
Lake Street Financial Llc 16
New Amsterdam Partners Llc/ny 16
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 16
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 16
Dodge & Cox 16
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 16
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 16
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 16
Walkner Condon Financial Advisors LLC 16
Dynamic Capital Management Ltd 16
Eschler Asset Management LLP 16
Kendall Capital Management 16
Fma Advisory Inc 16
Becker Capital Management Inc 16
Biltmore Capital Advisors LLC 16
Cypress Capital, LLC 16
Whalen Wealth Management Inc. 16
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 16
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 16
Boston Provident, L.p. 16
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 16
Armbruster Capital Management, Inc. 16
Gries Financial Llc 16
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 16
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 16
Delaware Vip Trust - Delaware Vip Value Series Standard Class 16
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 16
L.m. Kohn & Company 16
Intelligence Driven Advisers, LLC 16
Bridgewater Advisors Inc. 16
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 16
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 16
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 16
Sabal Trust CO 16
Capital Financial Planning, LLC 16
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 16
Kellner Capital, LLC 16
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 16
Summit Partners Public Asset Management, Llc 16
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 16
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 16
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 16
Miller Howard Investments Inc /ny 16
Colonial River Wealth Management, LLC 16
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 16
Naples Money Management LLC 16
MBEQX - M FUND INC - M International Equity Fund 16
SNS Financial Group, LLC 16
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 16
Trust Point Inc. 16
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 16
RBB FUND, INC. - Adara Smaller Companies Fund 16
Valentine Capital Asset Management, Inc. 16
AUERX - Unified Series Trust - Auer Growth Fund 16
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 15
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 15
Garden State Investment Advisory Services LLC 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 15
Northpointe Capital Llc 15
Compton Capital Management Inc /ri 15
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 15
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 15
Lebenthal Holdings,LLC 15
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 15
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 15
Foxby Corp. 15
NOMIX - Northern Funds - Northern Mid Cap Index Fund 15
Freedom Wealth Alliance, Llc 15
Viking Global Investors Lp 15
Your Advocates Ltd., LLP 15
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 15
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 15
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 15
Carret Asset Management, Llc 15
Fairman Group, LLC 15
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 15
Anchor Capital Advisors Llc 15
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 15
Sharkey, Howes & Javer 15
McKinley Carter Wealth Services, Inc. 15
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 15
Chiron Capital Management, Llc 15
Ashfield Capital Partners, LLC 15
Heartland Advisors Inc 15
Roberts Glore & Co Inc /il/ 15
Prudential Short Duration High Yield Fund, Inc. 15
Capital Management Corp /va 15
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 15
Main Management LLC 15
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 15
New Hampshire Trust 15
Fort Pitt Capital Group, Llc 15
Markston International Llc 15
New Jersey Better Educational Savings Trust 15
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 15
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 15
RiverPark Advisors, LLC 15
Jolley Asset Management, LLC 15
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 15
Lmp Capital & Income Fund Inc. 15
Farmers Trust Co 15
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 15
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 15
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 15
Foster Dykema Cabot & Co Inc/ma 15
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 15
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 15
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 15
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 15
Chemistry Wealth Management LLC 15
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 15
John Hancock Premium Dividend Fund 15
Dfa Investment Trust Co - The U.s. Large Cap Value Series 15
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 15
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 15
Fairway Wealth LLC 15
Advent Claymore Convertible Securities & Income Fund 15
Voya Senior Income Fund 15
Cohen Capital Management, Inc. 15
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 15
Acropolis Investment Management, LLC 15
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 15
Uniplan Investment Counsel, Inc. 15
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 15
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 15
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 15
Franklin Street Advisors Inc /nc 15
Skaana Management L.P. 15
Vaughan David Investments Inc/il 15
Columbus Macro, LLC 15
Provident Wealth Management, LLC 15
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 15
HST Ventures, LLC 15
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 15
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 15
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 15
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 15
Scissortail Wealth Management, LLC 15
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 15
American Independence Funds Trust 15
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 15
Ahl Investment Management, Inc. 15
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 15
Financial Synergies Wealth Advisors, Inc. 15
Profunds - Profund Vp Small-cap Growth 15
Cedar Mountain Advisors, LLC 15
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 15
Profunds - Profund Vp Mid-cap Growth 15
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 15
LGT Group Foundation 15
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 15
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 15
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 15
Aurora Private Wealth, Inc. 15
Wells Fargo Income Opportunities Fund 15
Peterson Financial Group, Inc. 15
CHICAGO TRUST Co NA 15
New England Capital Financial Advisors LLC 15
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 15
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 15
Elevated Capital Advisors, LLC 15
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 15
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 15
Townsend & Associates, Inc 15
Compass Ion Advisors, LLC 15
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 15
KCS Wealth Advisory 15
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A 15
Spdr S&p Midcap 400 Etf Trust 15
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 15
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 15
Landaas & Co /wi /adv 15
Wall Street Access Asset Management, LLC 15
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 15
Gyroscope Capital Management Group, Llc 15
Mine & Arao Wealth Creation & Management, LLC. 15
Modus Advisors, LLC 15
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 15
Summit X, LLC 15
Emory University 15
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 15
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 15
OHIO NATIONAL FUND INC - ON Bond Portfolio 15
Demars Financial Group, LLC 15
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 15
Western Asset High Income Opportunity Fund Inc. 15
Edgemoor Investment Advisors, Inc. 15
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 15
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 15
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 15
Holloway Wealth Management, LLC 15
Keeley-Teton Advisors, LLC 15
Xtx Markets Llc 15
CFO4Life Group, LLC 15
Nuveen Flexible Investment Income Fund 15
Usa Mutuals Advisors, Inc. 15
Capstone Series Fund Inc 15
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 15
Wingate Wealth Advisors, Inc. 15
Manning & Napier Group, LLC 15
Senator Investment Group LP 15
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 15
Madison Investment Holdings Inc 15
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 15
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 15
Strategic Asset Management, LLC 15
Prostatis Group LLC 15
Fosun International Ltd 15
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 15
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Mozaic Multi-Asset Fund Class II 15
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 15
Bridgeworth, LLC 15
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 15
Stephenson National Bank & Trust 15
Stansberry Asset Management, Llc 15
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 15
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 15
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 15
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 15
Engle Capital Management, L.P. 15
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 15
Sumitomo Mitsui Financial Group, Inc. 15
Sustainable Insight Capital Management, LLC 15
Beryl Capital Management LLC 15
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 15
Engrave Wealth Partners LLC 15
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 15
Sowa Financial Group, Inc. 15
Smart Money Group LLC 15
Weil Company, Inc. 15
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 15
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 15
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 15
Seelaus Asset Management LLC 15
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 15
BTG Pactual Asset Management US LLC 15
Connor Clark & Lunn Investment Management Ltd 15
Barber Financial Group, Inc. 15
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative 15
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 15
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 15
Vertex One Asset Management Inc. 15
Novare Capital Management Llc 15
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 15
SGPIX - Profunds - Small-cap Growth Profund Investor Class 15
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 15
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 15
Matauro, Llc 15
Varma Mutual Pension Insurance Co 15
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 15
Veracity Capital LLC 15
Summit Financial Wealth Advisors, LLC 15
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 15
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 15
Capital One Financial Corp 15
Blackstone / Gso Floating Rate Enhanced Income Fund 15
VVSCX - VALIC Co I - Small Cap Value Fund 15
Schwartz Investment Counsel Inc 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 15
Investment Partners, Ltd. 15
First American Trust, Fsb 15
Heritage Investors Management Corp 15
Blackrock Multi-sector Opportunities Trust 15
Howard Capital Management Inc. 15
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 15
Norway Savings Bank 15
Artemis Wealth Advisors, LLC 15
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 15
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 15
Piershale Financial Group, Inc. 15
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 15
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 15
AlphaOne Investment Services, LLC 15
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 15
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 15
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 15
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 15
McGuire Investment Group, LLC 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 15
Harvard Management Co Inc 15
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 15
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 15
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 15
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 15
O'Neil Global Advisors, Inc. 15
Promus Capital, LLC 15
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 15
Haven Private, LLC 15
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 15
CBOE Vest Financial, LLC 15
Pettinga Financial Advisors, LLC 15
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 15
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 15
Precision Wealth Strategies, LLC 15
East Coast Asset Management, LLC. 15
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 15
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 15
Windsor Creek Advisors, Llc 15
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 15
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 15
Diamond Hill Capital Management Inc 15
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2 15
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2 15
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2 15
Apex Capital Management 15
APDPX - ARTISAN PARTNERS FUNDS INC - Artisan Global Unconstrained Fund Advisor Shares 15
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 15
Baron Silver Stevens Financial Advisors, Llc 15
Private Portfolio Partners Llc 15
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 15
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 15
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 15
Smith, Salley & Associates 15
First Business Financial Services, Inc. 15
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 15
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 15
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 15
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 15
Zazove Associates Llc 15
Cupps Capital Management, LLC 15
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 15
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 15
ACK Asset Management LLC 15
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 15
ShoreHaven Wealth Partners, LLC 15
Thomas White International Ltd 15
Mark Asset Management Lp 15
Callodine Capital Management, LP 15
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 15
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 15
Waterfront Wealth Inc. 15
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 15
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 15
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 15
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 15
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 15
Sugar Maple Asset Management, LLC 15
EULAV Asset Management 15
Fulcrum Equity Management 15
RENN Fund, Inc. 15
York Capital Management Global Advisors, LLC 15
Runnymede Capital Advisors, Inc. 15
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 15
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 15
Sage Rhino Capital Llc 15
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 15
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 15
TriaGen Wealth Management LLC 15
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 15
PCA Investment Advisory Services Inc. 15
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 15
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 15
Mandatum Life Insurance Co Ltd 15
Sanibel Captiva Trust Company, Inc. 15
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 15
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 15
West Financial Advisors, LLC 15
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 15
Davidson Kempner Capital Management Lp 15
Sivia Capital Partners, LLC 15
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 15
Cannon Global Investment Management, LLC 15
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 15
M&G Plc 15
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 15
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 15
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 15
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 15
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 15
Park Avenue Institutional Advisers LLC 15
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 15
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 15
Aspen Investment Management Inc 15
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 15
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 15
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 15
VMIDX - VALIC Co I - Mid Cap Index Fund 15
Norris Perne & French Llp/mi 15
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 15
Barr E S & Co 15
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 15
Cohen & Steers Closed-end Opportunity Fund, Inc. 15
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 15
WT Wealth Management 15
Field & Main Bank 15
Grey Fox Wealth Advisors, LLC 15
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 15
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 15
Allstate Investment Management Co 15
Premier Path Wealth Partners, LLC 15
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F 15
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 15
Quest Investment Management Llc 15
Garda Capital Partners Lp 15
High Pointe Capital Management Llc 15
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 15
New Century Advisors, LLC 15
City Of London Investment Management Co Ltd 15
SRTTX - SMA RELATIONSHIP TRUST - Series T 15
VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares 15
Oddo Bhf Asset Management Sas 15
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 15
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 15
Nuveen S&p 500 Buywrite Income Fund 15
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 15
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 15
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 15
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 15
Nuveen Global High Income Fund 15
Himco Variable Insurance Trust 15
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 15
Mountain Lake Investment Management LLC 15
Harvest Management Llc 14
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 14
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 14
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 14
SPCAX - Investment Managers Series Trust - SilverPepper Commodity Strategies Global Macro Fund Advisor Class 14
Springhouse Capital Management, LP 14
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 14
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 14
3EDGE Asset Management, LP 14
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 14
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 14
SFG Wealth Management, LLC. 14
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 14
Deltec Asset Management Llc 14
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 14
SVA Wealth Management, LLC 14
Yellowstone Partners, LLC 14
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 14
Revisor Wealth Management LLC 14
Accent Capital Management, LLC 14
Formula Growth Ltd 14
Palo Capital, Inc. 14
Buck Wealth Strategies, LLC 14
Nuveen Fund Advisors, LLC 14
Aevitas Wealth Management, Inc. 14
Sandia Investment Management LP 14
Sierra Summit Advisors Llc 14
Financial Connections Group, Inc. 14
Autumn Glory Partners, LLC 14
Financial Insights, Inc. 14
Ballast Advisors Llc 14
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 14
Waddell & Reed Advisors Funds 14
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 14
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 14
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 14
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 14
Ilmarinen Mutual Pension Insurance Co 14
Stuart Chaussee & Associates, Inc. 14
Madison Asset Management, LLC 14
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 14
Murphy Capital Management Inc 14
Sage Capital Advisors,llc 14
Botty Investors LLC 14
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 14
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 14
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 14
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 14
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 14
Q3 Asset Management 14
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 14
Arlington Capital Management, Inc. 14
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 14
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 14
Cohen & Steers Mlp Income & Energy Opportunity Fund 14
Accordant Advisory Group Inc 14
WP Advisors, LLC 14
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 14
Grandview Asset Management LLC 14
Plancorp, LLC 14
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 14
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 14
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 14
Rossmore Private Capital 14
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 14
Covenant Partners, LLC 14
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 14
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 14
Hengehold Capital Management Llc 14
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 14
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class 14
Florida Financial Advisors, Llc 14
Forty4 Asset Management LLC 14
VSM Wealth Advisory, LLC 14
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 14
Acima Private Wealth, Llc 14
Edge Asset Management, Inc 14
Paradigm Financial Advisors, LLC 14
Jacobs Asset Management, Llc 14
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 14
North Reef Capital Management LP 14
Fulcrum Asset Management LLP 14
Iron Financial, LLC 14
CGC Financial Services, LLC 14
Eagle Rock Investment Company, Llc 14
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 14
Hall Laurie J Trustee 14
Allianzgi Convertible & Income Fund 14
Redmond Asset Management, LLC 14
Tacita Capital Inc 14
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 14
Sumit Capital, Llc 14
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 14
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 14
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 14
Passport Capital, LLC 14
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 14
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 14
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 14
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 14
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 14
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 14
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 14
JB Capital LLC 14
B. Riley Financial, Inc. 14
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 14
Harris Associates L P 14
Fund Management at Engine No. 1 LLC 14
Allianzgi Convertible & Income Fund Ii 14
Graticule Asia Macro Advisors LLC 14
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 14
Dougherty Wealth Advisers LLC 14
Oak Grove Capital LLC 14
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 14
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 14
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 14
Columbia Asset Management 14
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 14
Pzena Investment Management Llc 14
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 14
Spotlight Asset Group, Inc. 14
Cim, Llc 14
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 14
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 14
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 14
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 14
BRC Investment Management LLC 14
Buckhead Capital Management Llc 14
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 14
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 14
Forte Capital Llc /adv 14
Founders Bank & Trust 14
P Schoenfeld Asset Management Lp 14
Impact Capital Partners LLC 14
Temasek Holdings (Private) Ltd 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 14
IronBridge Private Wealth, LLC 14
Round Table Services, LLC 14
John Hancock Tax-advantaged Dividend Income Fund 14
Burling Wealth Partners, Llc 14
Nicolet Bankshares Inc 14
Kera Capital Partners, Inc. 14
Catalyst Financial Partners Llc 14
NWK Group, Inc. 14
Accretive Wealth Partners, LLC 14
SWS Partners 14
Ascent Wealth Partners, LLC 14
Staley Capital Advisers Inc 14
Copley Financial Group, Inc. 14
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 14
PGSIX - PUTNAM MORTGAGE SECURITIES FUND - PUTNAM U S GOVERNMENT INCOME TRUST Class A Shares 14
Bell Bank 14
Beverly Hills Private Wealth, LLC 14
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 14
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 14
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 14
Greykasell Wealth Strategies, Inc. 14
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 14
Waverton Investment Management Ltd 14
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 14
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 14
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 14
Rainier Investment Management Mutual Funds 14
Northern Capital Management Llc 14
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 14
PSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Global Listed Private Equity ETF 14
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 14
Cutler Investment Counsel Llc 14
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 14
one8zero8, LLC 14
Little House Capital Llc 14
Investment Research & Advisory Group, Inc. 14
Kinneret Advisory, LLC 14
Comprehensive Financial Consultants Institutional, Inc. 14
Madison Wealth Management 14
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 14
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 14
Telos Capital Management, Inc. 14
TruNorth Capital Management, LLC 14
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 14
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 14
Opus Capital Group, LLC 14
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 14
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 14
Findlay Park Partners LLP 14
Guardian Capital Advisors Lp 14
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 14
Rokos Capital Management LLP 14
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 14
Gibbs Wealth Management 14
Bmc Fund Inc 14
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 14
Shepherd Financial Partners LLC 14
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 14
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 14
Integrated Wealth Counsel, Llc 14
Western Asset Variable Rate Strategic Fund Inc. 14
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 14
Community Trust & Investment Co 14
Vanguard Windsor Funds 14
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 14
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 14
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 14
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 14
Pier 88 Investment Partners Llc 14
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 14
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 14
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 14
Nicholas Company, Inc. 14
Integrated Quantitative Investments LLC 14
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 14
Saba Capital Management, L.P. 14
Whitebox Mutual Funds 14
Optimize Financial Inc 14
Aristeia Capital Llc 14
Maridea Wealth Management LLC 14
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 14
MRP Capital Investments, LLC 14
Bear Mountain Capital, Inc. 14
Allianzgi Equity & Convertible Income Fund 14
Astrantus Ltd 14
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 14
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 14
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 14
FDO Partners, LLC 14
Mastrapasqua Asset Management Inc 14
Simply Money Advisors 14
MTGAX - MORGAN STANLEY MORTGAGE SECURITIES TRUST - Morgan Stanley Mortgage Securities Trust A 14
Paragon Advisors, LLC 14
Brown Miller Wealth Management, LLC 14
Cape Cod Five Cents Savings Bank 14
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 14
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 14
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 14
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 14
CTC Capital Management, LLC 14
Delaware Investments Dividend & Income Fund, Inc 14
PHH Investments, Ltd. 14
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 14
Smallcap World Fund Inc 14
JTHIX - James Alpha Funds Trust - James Alpha Total Hedge Portfolio Class I 14
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 14
PAX Financial Group, LLC 14
Maseco Llp 14
Liberty Capital Management, Inc. 14
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 14
Signature Securities Group Corporation 14
Geduld E E 14
Goodman Advisory Group, LLC 14
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 14
Patten & Patten Inc/tn 14
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 14
Chesapeake Wealth Management 14
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 14
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 14
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 14
Bank Hapoalim Bm 14
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 14
Ally Financial Inc. 14
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund 14
Cmt Trading Llc 14
Aviso Financial Inc. 14
Tiaa Cref Trust Co Fsb/mo 14
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 14
GFIN - Goldman Sachs ETF Trust - Goldman Sachs Motif Finance Reimagined ETF 14
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 14
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 14
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 14
Titleist Asset Management, Llc 14
De Burlo Group Inc 14
Wealth Management Associates, Inc. 14
CMT Asset Management Ltd 14
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 14
Catalina Capital Group, LLC 14
Belmont Capital, LLC 14
ACVF - ETF Opportunities Trust - American Conservative Values ETF 14
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 14
Castle Rock Wealth Management, LLC 14
Monarch Partners Asset Management LLC 14
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 14
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 14
Naviter Wealth, LLC 14
Gamble Jones Investment Counsel 14
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 14
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 14
Per Stirling Capital Management, LLC. 14
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 14
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 14
Meritage Group LP 14
Cercano Management LLC 14
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class 14
Absolute Gestao de Investimentos Ltda. 14
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 14
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 14
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 14
Angel Oak Financial Strategies Income Term Trust 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 14
Peregrine Capital Management Llc 14
Heartland Bank & Trust Co 14
Iowa State Bank 14
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 14
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 14
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 14
Gunderson Capital Management Inc. 14
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 14
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 14
Berkeley Capital Partners, LLC 14
Bingham Osborn & Scarborough Llc 14
Matisse Capital 14
Enterprise Trust & Investment Co 14
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 14
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 14
Eminence Capital, Lp 14
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 14
Rock Creek Group, LP 14
Stokes Family Office, LLC 14
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 14
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 14
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 14
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 14
RBA Wealth Management, LLC 14
Smh Capital Advisors Inc 14
USVT - Ultimus Managers Trust - US VALUE ETF 14
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 14
Baldrige Asset Management LLC 14
Resolute Advisors LLC 14
Mitsubishi UFJ Securities Holdings Co., Ltd. 14
Deroy & Devereaux Private Investment Counsel Inc 14
Brighthouse Funds Trust II - BlackRock Ultra-Short Term Bond Portfolio Class A 14
Advanced Series Trust - Ast Mid-cap Growth Portfolio 14
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 14
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 14
DXCTX - DIREXION FUNDS - Direxion Indexed Commodity & Income Strategy Fund Investor Class 14
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 14
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 14
Mission Creek Capital Partners, Inc. 14
Financial Freedom, LLC 14
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 14
Rowland Carmichael Advisors Inc /adv 14
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 14
Delphi Management Inc /ma/ 14
Davis R M Inc 14
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 14
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 14
Kingstown Capital Management L.p. 14
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 14
Mork Capital Management, LLC 14
Ckw Financial Group 14
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 14
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 14
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 14
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 14
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 14
Advyzon Investment Management, LLC 14
S. Muoio & Co. Llc 14
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 14
TFG Advisers LLC 14
Berkley W R Corp 14
WIREX - PFS FUNDS - Wireless Fund 14
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R 14
Cornerstone Strategic Value Fund Inc 14
VCSMX - VALIC Co I - Small Cap Fund 14
Means Investment Co., Inc. 14
Dalton Greiner Hartman Maher & Co 14
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 14
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 14
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 14
Galaxy Capital Trading Ltd 14
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 14
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 14
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 14
Quantessence Capital LLC 14
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 14
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 14
Midwest Professional Planners, LTD. 14
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 14
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 13
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 13
Alkeon Capital Management Llc 13
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 13
Hutchens & Kramer Investment Management Group, LLC 13
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 13
Sompo Japan Nipponkoa Asset Management Co.,ltd. 13
Oak Harbor Wealth Partners, Llc 13
Deer Park Road Corp 13
Capital Income Builder 13
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 13
Gold Investment Management Ltd. 13
DLD Asset Management, LP 13
Aristides Capital LLC 13
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 13
Farallon Capital Management Llc 13
All Terrain Financial Advisors, LLC 13
Strategic Wealth Management Inc 13
SRB Corp 13
MainStreet Investment Advisors LLC 13
Lyell Wealth Management, Lp 13
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 13
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 13
EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB 13
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 13
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 13
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 13
Tealwood Asset Management Inc 13
Special Opportunities Fund, Inc. 13
Northwest Quadrant Wealth Management, LLC 13
Fairscale Capital, LLC 13
Putnam ETF Trust - Putnam ESG Core Bond ETF - 13
Game Creek Capital, LP 13
Citizens National Bank Trust Department 13
Richardson Capital Management LLC 13
Inlight Wealth Management, LLC 13
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 13
Stony Point Wealth Management Inc. 13
Kynikos Associates LP 13
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 13
Putney Financial Group LLC 13
Taconic Capital Advisors LP 13
Stock Portfolio - Stock Portfolio 13
Cambiar Investors Llc 13
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 13
Capital Square, LLC 13
Palisade Asset Management, LLC 13
Sterling Ridge Capital Management LP 13
J. W. Coons Advisors, LLC 13
UBP Investment Advisors SA 13
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 13
MLPIX - Profunds - Mid-cap Value Profund Investor Class 13
Wright Managed Equity Trust 13
CLARET ASSET MANAGEMENT Corp 13
First Financial Bank - Trust Division 13
MU Investments Co., Ltd. 13
Elgethun Capital Management 13
Pensionfund Sabic 13
Jarislowsky, Fraser Ltd 13
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 13
Beach Investment Management, LLC. 13
Ativo Capital Management LLC 13
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 13
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 13
Pegasus Partners Ltd. 13
Abbrea Capital, LLC 13
Lakewood Capital Management, Lp 13
Riverwater Partners LLC 13
Skylands Capital, LLC 13
Western Asset High Income Fund Ii Inc. 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 13
Marshall Financial Group LLC 13
Ceredex Value Advisors LLC 13
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 13
CETF - DriveWealth ETF Trust - DriveWealth ICE 100 Index ETF 13
Meadow Creek Wealth Advisors Llc 13
Pinnacle Wealth Advisors 13
Kingstone Capital Partners Texas, LLC 13
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 13
Bouchey Financial Group Ltd 13
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 13
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 13
Liberty All Star Growth Fund Inc. 13
Ohio National Investments, Inc. 13
Vista Wealth Management Group, LLC 13
Cowen Prime Services LLC 13
Knightsbridge Asset Management, Llc 13
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 13
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 13
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 13
DB Wealth Management Group, LLC 13
Clough Global Equity Fund 13
RGT Wealth Advisors, LLC 13
Wells Fargo Utilities & High Income Fund 13
Insight Capital Research & Management Inc 13
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 13
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 13
FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund 13
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 13
RWC Asset Management LLP 13
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 13
Hellman Jordan Management Co Inc /ma/ 13
Portfolio Strategies, Inc. 13
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 13
Sandy Cove Advisors, LLC 13
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 13
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 13
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 13
Exos TFP Holdings LLC 13
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 13
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 13
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 13
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 13
Mercer Capital Advisers, Inc. 13
Solaris Asset Management Llc 13
Primecap Management Co/ca/ 13
Campbell Newman Asset Management Inc 13
Wilmington Trust Investment Management, LLC 13
Fullcircle Wealth Llc 13
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 13
Profunds - Profund Vp Mid-cap Value 13
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 13
BlackDiamond Wealth Management Inc. 13
Fragasso Group Inc. 13
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 13
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 13
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 13
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 13
Smith Affiliated Capital Corp. 13
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 13
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 13
Trust For Advisor Solutions 13
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 13
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 13
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 13
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 13
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 13
Polymer Capital Management (HK) LTD 13
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 13
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 13
PDBC - Invesco Actively Managed Exchange-Traded Commodity Fund Trust - Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 13
Oberweis Asset Management Inc/ 13
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 13
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 13
Merrion Investment Management Co, LLC 13
Roman Butler Fullerton & Co 13
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 13
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 13
Global X Japan Co., Ltd. 13
Park Edge Advisors, LLC 13
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 13
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 13
Clare Market Investments LLC 13
CRA Financial Services, LLC 13
Cai Capital Management, Inc. 13
S-Bank Fund Management Ltd 13
Waters Parkerson & Co., Llc 13
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 13
Hopwood Financial Services, Inc. 13
Lourd Capital, LLC 13
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 13
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 13
Insight Wealth Strategies, LLC 13
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 13
CarsonAllaria Wealth Management, Ltd. 13
First Washington CORP 13
Eagle Ridge Investment Management 13
Abner Herrman & Brock Llc 13
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 13
Ipswich Investment Management Co., Inc. 13
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 13
PENN SERIES FUNDS INC - Small Cap Value Fund 13
VCSVX - VALIC Co II - Small Cap Value Fund 13
New York Life Trust Co 13
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 13
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 13
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 13
9258 Wealth Management, LLC 13
Neville Rodie & Shaw Inc 13
Usaa Etf Trust 13
Northside Capital Management, LLC 13
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 13
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 13
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 13
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 13
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 13
Zuckerman Investment Group, LLC 13
Strategic Global Advisors, LLC 13
SRN Advisors, LLC 13
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 13
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 13
Beacon Financial Advisory LLC 13
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 13
Seamans Capital Management, LLC 13
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 13
WCG Wealth Advisors LLC 13
Saxon Interests, Inc. 13
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 13
Oasis Management Co Ltd. 13
Morningstar Investment Management LLC 13
Next Level Private LLC 13
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 13
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 13
Westmount Partners, LLC 13
Sonora Investment Management Group, LLC 13
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 13
CenturyLink Investment Management Co 13
Maripau Wealth Management Llc 13
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 13
Quadcap Wealth Management, LLC 13
Bulltick Wealth Management, LLC 13
D. Scott Neal, Inc. 13
Institutional Investment Strategy Fund 13
Kelly Lawrence W & Associates Inc/ca 13
Chicago Capital Management, LLC 13
Flagship Wealth Advisors, Llc 13
Ritter Daniher Financial Advisory LLC / DE 13
Life Planning Partners, Inc 13
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 13
New World Advisors LLC 13
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 13
Howard Financial Services, Ltd. 13
LGT Fund Management Co Ltd. 13
NinePointTwo Capital 13
Sand Hill Global Advisors, LLC 13
Strategic Advisors LLC 13
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 13
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 13
Bain Capital Public Equity Management Ii, Llc 13
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 13
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 13
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 13
JAIZX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Growth Portfolio NAV 13
Blackrock Master Llc 13
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 13
Kerrisdale Advisers, LLC 13
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 13
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 13
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 13
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 13
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 13
Sterling Financial Planning, Inc. 13
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 13
Alphadyne Asset Management, LLC 13
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 13
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I 13
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 13
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 13
Litman Gregory Asset Management LLC 13
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 13
Northwest Bancshares, Inc. 13
EverPoint Asset Management, LLC 13
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 13
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 13
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 13
Fir Tree Capital Management Lp 13
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 13
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 13
Patriot Investment Management Inc. 13
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 13
Schnieders Capital Management Llc 13
Woodward Diversified Capital, Llc 13
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 13
National Wealth Management Group, LLC 13
Requisite Capital Management, LLC 13
Burns Matteson Capital Management, LLC 13
RIA Advisory Group LLC 13
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 13
Koesten, Hirschmann & Crabtree, INC. 13
Warberg Asset Management LLC 13
Cornerstone Total Return Fund Inc 13
Eaton Vance Floating-rate 2022 Target Term Trust 13
Dymon Asia Capital (singapore) Pte. Ltd. 13
Breton Hill Capital Ltd. 13
Garrett Investment Advisors LLC 13
Granite Investment Advisors, LLC 13
Genworth Financial Inc 13
American Independence Financial Services LLC 13
Mizuho Markets Americas Llc 13
qPULA Trading Management LP 13
Graybill Bartz & Assoc Ltd 13
Traphagen Investment Advisors Llc 13
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 13
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 13
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 13
NOIEX - Northern Funds - Northern Income Equity Fund 13
Uhlmann Price Securities, Llc 13
Nippon Life Insurance Co 13
Catalyst Private Wealth, Llc 13
AssuredPartners Investment Advisors, LLC 13
Fort, L.p. 13
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 13
Chelsea Counsel Co 13
BIP Wealth, LLC 13
Croft-leominster Inc 13
Td Asset Management Usa Funds Inc. 13
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 13
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 13
SeaTown Holdings Pte. Ltd. 13
Cary Street Partners Asset Management Llc 13
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 13
Ranger International Management, LP 13
Clearbridge, Llc 13
Brown Shipley& Co Ltd 13
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 13
Stonehage Fleming (uk) Ltd 13
Champlain Investment Partners, LLC 13
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 13
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 13
Lockheed Martin Investment Management Co 13
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 13
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 13
Provence Wealth Management Group 13
Silver Capital Management Llc 13
Sterling Global Strategies LLC 13
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 13
McCarthy Asset Management, Inc. 13
Southpoint Capital Advisors LP 13
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 13
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 13
Seeds Investor Llc 13
JAIYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Balanced Portfolio NAV 13
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 13
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 13
Invenomic Capital Management LP 13
Menard Financial Group LLC 13
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 13
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 13
Circle Wealth Management, LLC 13
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 13
Mawer Investment Management Ltd. 13
Israel Discount Bank of New York 13
Hibernia Wealth Partners, LLC 13
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 13
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 13
New Century Financial Group, LLC 13
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 13
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 13
Western Asset Management Company, LLC 13
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 13
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 13
West Michigan Advisors, Llc 13
Sirios Capital Management L P 13
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 13
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 13
Optas, LLC 13
Sterling Manor Financial, LLC 13
Austin Private Wealth, LLC 13
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 13
Regal Wealth Group, Inc. 13
Kolinsky Wealth Management, LLC 13
Bar Harbor Trust Services 13
Douglas Lane & Associates, LLC 13
Buckley Wealth Management, LLC 13
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 13
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 13
South Plains Financial, Inc. 13
Nottingham Advisors, Inc. 13
Garner Asset Management Corp 13
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 13
HBC Financial Services, PLLC 13
Lionsbridge Wealth Management LLC 13
Kamunting Street Capital Management, L.P. 13
Dixon Hubard Feinour & Brown Inc/va 13
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 13
GATEX - Gateway Trust - Gateway Fund Class A Shares 13
Overland Advisors, LLC 13
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 13
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 13
Kimelman & Baird, LLC 13
Third Point LLC 13
Cobalt Capital Management, Inc. 13
Ariadne Wealth Management, LP 13
Tilia Fiduciary Partners, Inc. 13
Arbor Wealth Management, LLC 13
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 13
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 13
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 13
Permanens Capital L.P. 13
Financial Life Planners 13
Stablepoint Partners, LLC 13
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 13
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 13
Ransom Advisory, Ltd 13
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 13
Bristol Advisors, LLC 13
First Community Trust Na 13
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 13
Powell Investment Advisors, LLC 13
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 12
RDA Financial Network 12
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 12
Financial Partners Group, Inc 12
McGlone Suttner Wealth Management, Inc. 12
Dean Capital Management 12
Green Harvest Asset Management LLC 12
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 12
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 12
Angelo Gordon & Co., L.p. 12
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 12
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 12
Redwood Investments, LLC 12
Asset Advisors Investment Management, LLC 12
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 12
AMF Pensionsforsakring AB 12
Gq Asset Management, Llc 12
LBO - EA Series Trust - WHITEWOLF Publicly Listed Private Equity ETF 12
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 12
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 12
Raiff Partners Inc 12
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 12
Element Wealth, LLC 12
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 12
Cliftonlarsonallen Wealth Advisors, Llc 12
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 12
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 12
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 12
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 12
Howard Bailey Securities, Llc 12
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 12
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 12
B, B, H, & B Inc. 12
Morton Capital Management LLC/CA 12
Moser Wealth Advisors, LLC 12
Heritage Financial Services, LLC 12
Oaktree Capital Management Lp 12
Spectrum Asset Management, Inc. (NB/CA) 12
Long Island Wealth Management, Inc. 12
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 12
Atherton Lane Advisers, Llc 12
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 12
Quantedge Capital Pte Ltd 12
Capstone Financial Advisors, Inc. 12
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 12
Cm Wealth Advisors Llc 12
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 12
Dumont & Blake Investment Advisors Llc 12
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 12
Curated Wealth Partners LLC 12
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 12
Gallacher Capital Management LLC 12
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 12
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 12
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 12
GETCO Holding Company, LLC 12
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 12
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 12
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 12
AMJ Financial Wealth Management 12
Revolve Wealth Partners, LLC 12
Prudential Global Short Duration High Yield Fund, Inc. 12
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 12
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 12
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 12
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 12
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 12
Capital City Trust Co/fl 12
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 12
Birinyi Associates Inc 12
Oppenheimer Global Strategic Income Fund 12
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 12
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 12
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 12
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 12
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 12
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 12
Ulysses Management LLC 12
Apollo Management Holdings, L.P. 12
Kernodle & Katon Asset Management Group, LLC 12
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 12
3d Asset Management, Inc 12
South Texas Money Management Ltd 12
University Of Notre Dame Du Lac 12
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 12
Hills Bank & Trust Co 12
Kings Path Partners LLC 12
Partners Group Holding AG 12
Lansdowne Partners (uk) Llp 12
Marietta Wealth Management, LLC 12
S&co Inc 12
Guggenheim Equal Weight Enhanced Equity Income Fund 12
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 12
Pvg Asset Management Corp 12
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 12
Israel Discount Bank Of New York /gfn 12
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 12
Western Asset High Yield Defined Opportunity Fund Inc. 12
Alteri Wealth LLC 12
Partners Group Private Equity (master Fund), Llc 12
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 12
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 12
JAIVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Moderate Portfolio NAV 12
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 12
Vista Private Wealth Partners. LLC 12
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 12
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 12
Meyer Handelman Co 12
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 12
Benchmark Investment Advisors LLC 12
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 12
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF 12
Robinson Value Management, Ltd. 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 12
Deerfield Management Company, L.p. (series C) 12
Davidson Investment Advisors 12
Maia Wealth LLC 12
Thomaspartners, Inc. 12
Rothschild Capital Partners, LLC 12
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 12
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Short-Term Municipal Bond Portfolio - Institutional Class 12
West Coast Financial LLC 12
Nordwand Advisors, LLC 12
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 12
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 12
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 12
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 12
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares 12
First Allied Asset Management, Inc. 12
Tcfg Wealth Management, Llc 12
American National Insurance Co /tx/ 12
Polar Capital LLP 12
Portfolio Design Labs, LLC 12
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 12
Vertex Planning Partners, LLC 12
Davy Global Fund Management Ltd 12
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 12
Atlanta Consulting Group Advisors, LLC 12
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 12
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 12
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio 12
Chemung Canal Trust Co 12
London Co Of Virginia 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 12
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 12
Amica Pension Fund Board Of Trustees 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 12
MGB Wealth Management, LLC 12
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 12
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 12
PointState Capital LP 12
DeDora Capital, Inc. 12
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 12
Custom Portfolio Group LLC 12
Maltin Wealth Management, Inc. 12
MONTX - MONETTA TRUST - Monetta Fund 12
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 12
ARK Investment Management LLC 12
Bank OZK 12
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 12
MASTERINVEST Kapitalanlage GmbH 12
FOINX - Tributary Funds, Inc. - Income Fund Institutional 12
Asset Management Corp /il/ /adv 12
Narwhal Capital Management 12
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 12
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 12
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 12
Lone Pine Capital Llc 12
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 12
Starfire Investment Advisers, Inc. 12
Rainier Group Investment Advisory LLC 12
Bank Of Stockton 12
Arnhold LLC 12
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 12
Mechanics Financial Corp 12
Uncommon Cents Investing LLC 12
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 12
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 12
OneAscent Wealth Management LLC 12
Fore Capital, LLC 12
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 12
MeadowBrook Investment Advisors LLC 12
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 12
TFB Advisors LLC 12
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I 12
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 12
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 12
Able Wealth Management LLC 12
Marble Harbor Investment Counsel, LLC 12
Kiely Wealth Advisory Group, Inc. 12
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 12
Private Capital Management, LLC 12
Hoxton Planning & Management, LLC 12
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 12
King Wealth 12
Cypress Point Wealth Management, LLC 12
Evelyn Partners Investment Management LLP 12
Smart Portfolios, LLC 12
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 12
BEAM Asset Management, LLC 12
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 12
Brown Financial Advisors 12
Milestone Asset Management, Llc 12
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 12
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 12
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 12
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 12
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 12
Retireful, LLC 12
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 12
F3Logic, LLC 12
Otter Creek Management Inc 12
Lifeworks Advisors, LLC 12
GRRSX - James Alpha Funds Trust - James Alpha Macro Fund Class R6 12
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 12
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 12
EFG Asset Management (North America) Corp. 12
Sculati Wealth Management, LLC 12
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 12
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 12
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 12
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 12
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 12
Barry Investment Advisors, LLC 12
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 12
Hunter Perkins Capital Management, LLC 12
Bank of Kentucky, Inc. 12
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 12
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 12
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 12
Navis Wealth Advisors, LLC 12
McNamara Financial Services, Inc. 12
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 12
Blue Square Asset Management, Llc 12
Abel Hall, LLC 12
Granahan Investment Management Inc/ma 12
Alethea Capital Management, Llc 12
Boys Arnold & Co Inc 12
Blue Fin Capital, Inc. 12
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 12
Retirement Wealth Solutions LLC 12
Lifestyle Asset Management, Inc. 12
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 12
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 12
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 12
Robinson Capital Management, Llc 12
VCTPX - VALIC Co I - Inflation Protected Fund 12
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 12
China Universal Asset Management Co., Ltd. 12
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 12
New England Investment & Retirement Group, Inc. 12
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 12
Leisure Capital Management 12
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 12
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 12
Transcendent Capital Group LLC 12
Tradewinds, LLC. 12
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 12
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 12
Seldon Capital Lp 12
Catapult Capital Management Llc 12
Scout Funds 12
Davidson Capital Management Inc. 12
Haberer Registered Investment Advisor Inc 12
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 12
Access Investment Management LLC 12
Northern Lights Fund Trust - Altegris Crabel Multi-Strategy Fund Class A 12
APDOX - ARTISAN PARTNERS FUNDS INC - Artisan Emerging Markets Debt Opportunities Fund Advisor Shares 12
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 12
Iridian Asset Management Llc/ct 12
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 12
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 12
FEDERATED CORE TRUST - High Yield Bond Portfolio 12
Empyrean Capital Partners, LP 12
USAdvisors Wealth Management, LLC 12
FJ Investments, LLC 12
Cohen Klingenstein LLC 12
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 12
Oak Associates Ltd /oh/ 12
Invenio Wealth Partners Llc 12
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 12
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 12
Community Bank System, Inc. 12
Parnassus Investments /ca 12
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 12
Elkhorn Partners Limited Partnership 12
Proathlete Wealth Management Llc 12
Headinvest, Llc 12
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 12
Hamilton Wealth, LLC 12
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 12
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 12
Van Berkom & Associates Inc. 12
Round Rock Advisors, LLC 12
Luminist Capital LLC 12
Beck Bode, LLC 12
Ruffer LLP 12
Masso Torrence Wealth Management Inc. 12
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 12
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 12
Insight Select Income Fund 12
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 12
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 12
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 12
Cloud Capital Management, LLC 12
McAdams Wright Ragen, Inc. 12
Hollow Brook Wealth Management LLC 12
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 12
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 12
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 12
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 12
TENOR CAPITAL MANAGEMENT Co., L.P. 12
PQDI - Principal Exchange-Traded Funds - Principal Spectrum Tax-Advantaged Dividend Active ETF 12
Acuity Investment Management Inc 12
Angeles Investment Advisors, LLC 12
Pacific Global Investment Management Co 12
SCIU - Global X Funds - Global X Scientific Beta US ETF 12
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 12
Widmann Financial Services, Inc. 12
Keystone Investors Pte Ltd 12
Hunter Associates Investment Management Llc 12
Atlanta Capital Management Co L L C 12
Econ Financial Services Corp 12
Fusion Investment Group, LLC 12
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 12
Alamea Verwaltungs GmbH 12
Kaizen Financial Strategies 12
BOSS - Global X Funds - Global X Founder-Run Companies ETF 12
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 12
Baron Financial Group, LLC 12
Measured Risk Portfolios, Inc. 12
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 12
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 12
Ulland Investment Advisors, LLC 12
Brendel Financial Advisors LLC 12
Knuff & Co LLC 12
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 12
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 12
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 12
Pinnacle Family Advisors, LLC 12
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 12
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 12
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 12
Main Street Research LLC 12
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 12
Turim 21 Investimentos Ltda. 12
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 12
JAIUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Conservative Portfolio NAV 12
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 12
Element Pointe Advisors, Llc 12
GPZ - VanEck ETF Trust - VanEck Alternative Asset Manager ETF 12
American National Registered Investment Advisor, Inc. 12
Penobscot Investment Management Company, Inc. 12
Magnolia Capital Advisors Llc 12
Benedetti & Gucer, Inc. 12
Central Asset Investments & Management Holdings (HK) Ltd 12
Strategic Financial Services, Inc, 12
Minot DeBlois Advisors LLC 12
Juncture Wealth Strategies, Llc 12
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 12
Factory Mutual Insurance Co 12
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 12
John Hancock Financial Opportunities Fund 12
Ctc Llc 12
Foresters Investment Management Company, Inc. 12
Buffington Mohr McNeal 12
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 12
PharVision Advisers, LLC 12
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 12
Cadinha & Co Llc 12
PPM Funds - PPM Long Short Credit Fund (Inst) 12
Harvest Capital Strategies LLC 12
Gmt Capital Corp 12
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 12
Centricity Wealth Management, LLC 12
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 12
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 12
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 12
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 12
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 12
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 12
Dominick & Dominick LLC 12
Landsberg, Bennett, & Dubbaneh LLC 12
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 12
Mkd Wealth Coaches, Llc 12
Olistico Wealth, LLC 12
Milestone Investment Advisors LLC 12
Genesee Valley Trust Co 12
Wafra Inc. 12
Cornerstone Advisors, LLC 12
Hoese & Co LLP 12
Scholtz & Company, Llc 12
PPM Funds - PPM Floating Rate Income Fund (Inst) 12
EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB 12
Select Asset Management & Trust 12
Heron Bay Capital Management 12
Groupe la Francaise 12
Cue Financial Group, Inc. 12
Cabot Wealth Management Inc 12
LMBS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Low Duration Opportunities ETF 12
DoubleLine ETF Adviser LP 12
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 12
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 12
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 12
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 12
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 12
FSC Wealth Advisors, LLC 12
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 12
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 12
Quantum Capital Management 12
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 12
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 12
CSM Advisors, LLC 12
Sentinel Asset Management, Inc. 12
New York Life Investments Alternatives 12
Inspirion Wealth Advisors, Llc 12
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 11
Goodwin Investment Advisory 11
Foster Group, Inc. 11
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 11
Future Financial Wealth Managment LLC 11
Running Point Capital Advisors, LLC 11
Kesler, Norman & Wride, LLC 11
Miura Global Management, LLC 11
Mma Asset Management Llc 11
Zevenbergen Capital Investments Llc 11
Greystone Financial Group, LLC 11
Distillate Capital Partners LLC 11
Onyx Bridge Wealth Group LLC 11
Amitell Capital Pte Ltd 11
Crestone Asset Management LLC 11
Encompass Wealth Advisors, Llc 11
Everhart Financial Group, Inc. 11
Dsm Capital Partners Llc 11
Alaethes Wealth LLC 11
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 11
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 11
NB Crossroads Private Markets Access Fund LLC 11
Saturna Capital CORP 11
AlphaCentric Advisors LLC 11
Newport Capital Group, LLC 11
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 11
Azimuth Capital Management LLC 11
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 11
Western Asset Diversified Income Fund 11
Gruss & Co., LLC 11
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 11
Monolith Advisors 11
Mid-American Wealth Advisory Group, Inc. 11
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF 11
Graham Capital Wealth Management, Llc 11
Badgley Phelps Wealth Managers, LLC 11
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 11
Amplify ETF Trust - Amplify Digital & Online Trading ETF 11
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 11
Guardian Wealth Management, Inc. 11
Bivin & Associates, Inc. 11
LRT Capital Management, LLC 11
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 11
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 11
Vetamer Capital Management, L.p. 11
Horizon Wealth Management, LLC 11
Jmac Enterprises Llc 11
Pinnacle Private Wealth, LLC 11
Viewpoint Capital Management LLC 11
Retirement Planning Group 11
FRG Family Wealth Advisors LLC 11
Flynn Zito Capital Management, Llc 11
Mmbg Investment Advisors Co. 11
Krs Capital Management, Llc 11
Axiom Advisory, LLC 11
Castle Financial & Retirement Planning Associates, Inc. 11
Sather Financial Group Inc 11
Caldwell & Orkin Inc 11
Havens Advisors Llc 11
Benchmark Capital Advisors 11
Truepoint, Inc. 11
Garrison Bradford & Associates Inc 11
Stevens First Principles Investment Advisors 11
Constellation Wealth Advisors, LLC 11
Eii Capital Management, Inc. 11
Lbmc Investment Advisors, Llc 11
Pillar Pacific Capital Management Llc 11
Inr Advisory Services Llc 11
Beacon Trust Co 11
First Dallas Securities Inc. 11
Trust Co Of Virginia /va 11
Cutler Capital Management, LLC 11
Community Financial Services Group, LLC 11
Lombardia Capital Partners Llc 11
Country Club Trust Company, n.a. 11
HHG & Company, LLC 11
TFR Capital, LLC. 11
Wbh Advisory Inc 11
Wunderlich Capital Managemnt 11
Radcliffe Capital Management, L.P. 11
Alesco Advisors Llc 11
American Trust Investment Advisors, LLC 11
Fore Research & Management, LP 11
Maple Capital Management, Inc. 11
Scopus Asset Management, L.p. 11
Johanson Financial Advisors, Inc. 11
Inverness Counsel Llc /ny/ 11
St. James Investment Company, LLC 11
StrategIQ Financial Group, LLC 11
Flossbach Von Storch Ag 11
Glaxis Capital Management, LLC 11
Torch Wealth Management LLC 11
Cambridge Advisors Inc. 11
Cheyne Capital Management (UK) LLP 11
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 11
Profit Investment Management, LLC 11
ID Management A/S 11
Interactive Financial Advisors 11
Burns J W & Co Inc/ny 11
Burke & Herbert Bank & Trust Co 11
Copper Rock Capital Partners, LLC 11
Terra Nova Asset Management LLC 11
Boston Common Asset Management, LLC 11
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 11
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 11
Windhaven Investment Management, Inc. 11
Gallagher Fiduciary Advisors, LLC 11
Wealth Architects, LLC 11
Trust Investment Advisors 11
Wolf Group Capital Advisors 11
Middleton & Co Inc/ma 11
Brick & Kyle, Associates 11
Parametric Risk Advisors LLC 11
Saiers Capital, LLC 11
Harbor Asset Planning, Inc. 11
Van Den Berg Management I, Inc 11
1492 Capital Management LLC 11
Kepos Capital LP 11
Kazazian Asset Management, LLC 11
Stone Toro Investment Advisers, LP 11
Lcnb Corp 11
Price Michael F 11
Kelman-Lazarov, Inc. 11
High Falls Advisors, Inc 11
CMT Capital Markets Trading GmbH 11
Verde Servicos Internacionais S.A. 11
Brightworth 11
RMG Wealth Management LLC 11
Governors Lane LP 11
Orbis Allan Gray Ltd 11
Bardin Hill Management Partners Lp 11
Highland Private Wealth Management 11
Permal Asset Management Llc 11
Zimmer Partners, LP 11
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 11
Farmers National Bank 11
ARS Investment Partners, LLC 11
BIT Capital GmbH 11
Guardian Partners Inc. 11
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 11
SLT Holdings LLC 11
Strategic Capital Group LLC 11
O'Brien Wealth Partners LLC 11
Connecticut Wealth Management, LLC 11
Arthur M. Cohen & Associates, Llc 11
Oribel Capital Management, LP 11
Empire Life Investments Inc. 11
Camden National Bank 11
Silphium Asset Management Ltd 11
Castle Hook Partners LP 11
GSB Wealth Management, LLC 11
Elkhorn Investments, LLC 11
Northstar Wealth Partners LLC 11
Parkside Investments, LLC 11
Comprehensive Financial Planning, Inc./PA 11
Gilbert & Cook, Inc. 11
Geneva Partners, LLC 11
HGC Investment Management Inc. 11
Brown Capital Management Llc 11
Multi-strategy Growth & Income Fund 11
Pines Wealth Management, LLC 11
Putnam Premier Income Trust 11
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 11
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 11
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 11
Nuveen Diversified Dividend & Income Fund 11
First Pacific Advisors, LP 11
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 11
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 11
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 11
Goldentree Asset Management Lp 11
Blackrock Enhanced Equity Dividend Trust 11
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 11
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 11
Diversified Enterprises, LLC 11
Everstar Asset Management, LLC 11
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 11
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 11
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 11
Fdp Series, Inc. 11
Oppenheimer Global Multi-asset Growth Fund 11
John Hancock Investors Trust 11
Mainstream Capital Management LLC 11
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 11
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 11
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 11
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 11
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 11
Paladin Wealth, LLC 11
Alpine Global Dynamic Dividend Fund 11
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 11
Usca All Terrain Fund 11
BRAMX - Blackrock Allocation Target Shares - Bats Series M 11
Dreyfus Manager Funds I 11
Copperwynd Financial, LLC 11
Sanctuary Wealth Management, L.L.C. 11
Centennial Bank/AR/ 11
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 11
Hound Partners, LLC 11
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 11
SCP Investment, LP 11
DiMeo Schneider & Associates, L.L.C. 11
Red Cedar Capital, LLC 11
Premia Global Advisors, Llc 11
G&S Capital LLC 11
HoyleCohen, LLC 11
Slow Capital, Inc. 11
Financial Services Advisory Inc 11
Windsor Group LTD 11
Fairfield Financial Advisors, LTD 11
Winthrop Advisory Group LLC 11
Brand Asset Management Group, Inc. 11
JGP Wealth Management, LLC 11
Tourbillon Capital Partners, L.P. 11
Wealthstar Advisors, Llc 11
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 11
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 11
City Center Advisors, LLC 11
Eukles Asset Management 11
Inlet Private Wealth, LLC 11
Wambolt & Associates, LLC 11
Cordatus Wealth Management LLC 11
Hardy Reed LLC 11
1 North Wealth Services Llc 11
Reston Wealth Management Llc 11
Farmers & Merchants Trust Co of Long Beach 11
Mirova 11
London & Capital Asset Management Ltd 11
Hnp Capital Llc 11
Full Sail Capital, LLC 11
H2o Am Llp 11
Tuscan Ridge Asset Management Llc 11
Foster Victor Wealth Advisors, LLC 11
Lantz Financial LLC 11
POM Investment Strategies, LLC 11
Cascade Financial Partners, LLC 11
Davis Selected Advisers 11
Sienna Gestion 11
Buckingham Capital Management Inc 11
Ramius Advisors Llc 11
Schwarz Dygos Wheeler Investment Advisors Llc 11
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 11
Ashford Capital Management Inc 11
First Trust Portfolios Lp 11
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 11
Stephens Investment Management Group LLC 11
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) 11
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 11
Jnl Series Trust - Jnl/s&p 4 Fund (a) 11
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 11
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 11
NOLCX - Northern Funds - Northern Large Cap Core Fund 11
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 11
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 11
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 11
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 11
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 11
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 11
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 11
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 11
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 11
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 11
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 11
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 11
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 11
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 11
Napa Wealth Management 11
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 11
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 11
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 11
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 11
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 11
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 11
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 11
Midland Wealth Advisors Llc 11
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 11
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 11
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 11
Evernest Financial Advisors, LLC 11
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 11
Williamson Legacy Group, LLC 11
First Trust Investment Solutions L.P. 11
Steward Partners Investment Solutions, Llc 11
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 11
Bach Investment Advisors Ltd 11
Folger Hill Asset Management LP 11
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 11
PIMGMVA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Balanced Allocation Portfolio Administrative 11
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 11
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 11
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 11
Canal Capital Management, LLC 11
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 11
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 11
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 11
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 11
PENN SERIES FUNDS INC - Flexibly Managed Fund 11
PENN SERIES FUNDS INC - Smid Cap Growth Fund 11
Harmony Asset Management Llc 11
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 11
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 11
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 11
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 11
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 11
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 11
New England Asset Management Inc 11
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 11
Fcg Advisors, Llc 11
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 11
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 11
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 11
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 11
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 11
HTLF Bank 11
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 11
Private Client Services, Llc 11
PLVLX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS EMG Fund Institutional Class 11
Tyche Wealth Partners LLC 11
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 11
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 11
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 11
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 11
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 11
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 11
Trueblood Wealth Management, LLC 11
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 11
Marsico Capital Management Llc 11
Southland Equity Partners LLC 11
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 11
Tran Capital Management, L.p. 11
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 11
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 11
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 11
VSCFX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class P 11
Allen Mooney & Barnes Investment Advisors LLC 11
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 11
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 11
BluePath Capital Management, LLC 11
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 11
White Pine Capital Llc 11
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 11
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 11
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 11
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares 11
Franklin Templeton ETF Trust - Franklin Income Focus ETF 11
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 11
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 11
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 11
Union Savings Bank 11
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 11
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 11
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 11
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 11
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 11
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 11
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 11
CQS Cayman LP 11
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 11
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 11
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF 11
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 11
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 11
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 11
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 11
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 11
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 11
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 11
Cypress Asset Management Inc/tx 11
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 11
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 11
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 11
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 11
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 11
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 11
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 11
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares 11
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 11
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 11
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 11
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 11
Whitaker-Myers Wealth Managers, LTD. 11
Empire Financial Management Company, LLC 11
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 11
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 11
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 11
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 11
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 11
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 11
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 11
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 11
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 11
Carmignac Gestion 11
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 11
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 11
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 11
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 11
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 11
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 11
Davis Investment Partners, LLC 11
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 11
Acorn Financial Advisory Services Inc /adv 11
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 11
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 11
APFBX - Cavanal Hill Funds - Moderate Duration Fund Investor 11
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A 11
Atlas Wealth LLC 11
BOS Asset Management, LLC 11
Mosaic Family Wealth Partners, Llc 11
Owen LaRue, LLC 11
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 11
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 11
AM Squared Ltd 11
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 11
Team Hewins, LLC 11
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 11
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 11
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 11
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 11
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 11
Beutel, Goodman & Co Ltd. 11
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 11
Schaper Benz & Wise Investment Counsel Inc/wi 11
Townsend Asset Management Corp /nc/ /adv 11
Stonebridge Financial Planning Group, LLC 11
BlackRock Multi-Sector Opportunities Trust II 11
Strategic Wealth Designers 11
Advanced Research Investment Solutions, Llc 11
JSF Financial, LLC 11
Texas Capital Bank Wealth Management Services Inc 11
Vigilare Wealth Management 11
Fortis Capital Management LLC 11
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 11
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 11
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 11
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 11
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 11
Silver Bridge Capital Management LLC 11
Hedeker Wealth, LLC 11
HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF 11
Davis Capital Management 11
Wellspring Financial Advisors, LLC 11
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 11
Financial & Investment Management Group Ltd 11
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell 11
STCE - SCHWAB STRATEGIC TRUST - Schwab Crypto Thematic ETF 11
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 11
40 North Management LLC 11
Grandfield & Dodd, Llc 11
Arrow Investment Advisors, LLC 11
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 11
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 11
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 11
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 11
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 11
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 11
Crawford Fund Management, LLC 11
Canandaigua National Corp 11
Sunflower Bank, N.A. 11
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 11
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 11
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 11
Pictet North America Advisors SA 11
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 11
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 11
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 11
Azimuth Capital Investment Management LLC 11
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 11
JNL SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 11
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 11
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 11
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 11
IPPP - Listed Funds Trust - Preferred-Plus ETF 11
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 11
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 11
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 11
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 11
Country Club Bank /gfn 11
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 11
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 11
FirstMerit Bank N A Trustee 11
Wealth Advisory Solutions, LLC 11
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 11
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 10
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 10
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 10
Reynders McVeigh Capital Management, LLC 10
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 10
Fifth Lane Capital, Lp 10
Third Avenue Management Llc 10
SummerHaven Investment Management, LLC 10
OAIB - Listed Funds Trust - Teucrium AiLA Long-Short Base Metals Strategy ETF 10
Eagle Strategies LLC 10
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 10
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 10
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 10
Cognios Capital, LLC 10
PUREfi Wealth, LLC 10
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 10
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 10
Bryn Mawr Capital Management Inc 10
Sentinel Group Funds Inc 10
Smith & Howard Wealth Management, LLC 10
Alpine Associates Management Inc. 10
Winthrop Capital Management, LLC 10
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 10
Fpc Investment Advisory, Inc. 10
Diversified, LLC 10
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 10
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 10
Laird Norton Trust Company, Llc 10
Andromeda Capital LLC 10
Curio Wealth, Llc 10
Cadence Bank Na 10
aeris Capital Holding GmbH 10
Groesbeck Investment Management Corp /nj/ 10
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 10
William Harris Investors Inc 10
Hgk Asset Management Inc 10
Mogy Joel R Investment Counsel Inc 10
Financial Management Network Inc 10
Monetta Financial Services Inc 10
CAMG Solamere Management, LLC 10
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 10
Holos Integrated Wealth LLC 10
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 10
Objective Capital Management, LLC 10
Blue Chip Partners, Inc. 10
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 10
Vulcan Value Partners, LLC 10
Nikulski Financial, Inc. 10
American Money Management, LLC 10
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 10
Washington Capital Management Inc 10
Guyasuta Investment Advisors Inc 10
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 10
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 10
VNBTrust, National Association 10
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 10
Wealthstreet Investment Advisors, LLC 10
KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio 10
Oak Ridge Investments Llc 10
Fishman Jay A Ltd/mi 10
Daiwa SB Investments Ltd. 10
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 10
Affiance Financial, LLC 10
Quantum Financial Advisors, LLC 10
Montrusco Bolton Investments Inc. 10
Scott & Selber, Inc. 10
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 10
Lgt Capital Partners Ltd. 10
Rnc Capital Management Llc 10
Aware Super Pty Ltd as trustee of Aware Super 10
Trajan Wealth LLC 10
Aspire Wealth Management Corp 10
Gabelli Convertible & Income Securities Fund Inc 10
Geller Advisors LLC 10
Old Dominion Capital Management Inc 10
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 10
Kempen Capital Management N.v. 10
Primark Private Equity Investments Fund 10
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 10
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 10
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 10
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 10
Catamount Wealth Management 10
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 10
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 10
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 10
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 10
Dreyfus High Yield Strategies Fund 10
Horizon Funds - HORIZON EXPEDITION PLUS ETF 10
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 10
Bpv Family Of Funds 10
BlackRock Funds V - BlackRock Emerging Markets Flexible Dynamic Bond Portfolio Investor A Shares 10
Asset Advisors Corp 10
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 10
Van Cleef Asset Management,Inc 10
WBLNX - WILLIAM BLAIR FUNDS - William Blair Low Duration Fund Class N 10
AT Bancorp 10
Oppenheimer Global Multi-asset Income Fund 10
Mfs Special Value Trust 10
Peddock Capital Advisors, Llc 10
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 10
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 10
ABLE Financial Group, LLC 10
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 10
Nearwater Capital Markets, Ltd 10
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 10
Schmidt P J Investment Management Inc 10
Lodestar Investment Counsel Llc/il 10
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 10
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 10
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 10
Stonebrook Private Inc. 10
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 10
Grassi Investment Management 10
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 10
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 10
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 10
Capital Group Investment Management Pte. Ltd. 10
Knowledge Leaders Capital, LLC 10
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 10
Cowen Investment Management LLC 10
Barnes Wealth Management Group, Inc 10
Regent Investment Management LLC 10
Cannon Financial Strategists, Inc. 10
Octavia Wealth Advisors, LLC 10
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 10
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 10
Phillips Wealth Planners LLC 10
Nepc Llc 10
Collective Family Office Llc 10
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 10
AQINX - AQR Funds - AQR International Equity Fund Class N 10
Parasol Investment Management, LLC 10
Peoples Bank/KS 10
Eidelman Virant Capital 10
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 10
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 10
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 10
Overbrook Management Corp 10
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 10
John W. Brooker & Co., CPAs 10
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 10
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 10
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 10
Cooperman Leon G 10
Coyle Financial Counsel LLC 10
Portfolio Solutions, LLC 10
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 10
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 10
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 10
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 10
Keudell/Morrison Wealth Management 10
Menlo Advisors Llc 10
Firethorn Wealth Partners, Llc 10
Db-x Exchange-traded Funds Inc. 10
ZIG - ETF Series Solutions - The Acquirers Fund 10
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 10
Luxor Capital Group, LP 10
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 10
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 10
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 10
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 10
Jasper Ridge Partners, L.P. 10
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 10
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 10
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 10
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 10
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 10
Oppenheimer Integrity Funds 10
Harbor Financial Services, Llc 10
Myriad Asset Management Ltd. 10
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 10
Birch Capital Management, LLC 10
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 10
Thrive Capital Management, LLC 10
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 10
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 10
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 10
Tcw Alternative Funds 10
Indexiq Trust 10
Crowley Wealth Management, Inc. 10
Newfound Research LLC 10
Nuveen Nasdaq 100 Dynamic Overwrite Fund 10
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 10
Riverpark Capital Management Llc 10
Applied Finance Capital Management, LLC 10
Winslow Capital Management, LLC 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 10
Stableford Capital Ii Llc 10
Nwq Investment Management Company, Llc 10
Moller Financial Services 10
Anb Bank 10
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 10
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 10
Eagle Growth & Income Opportunities Fund 10
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 10
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 10
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 10
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 10
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 10
Hilltop Park Associates LLC 10
ROSS\JOHNSON & Associates LLC 10
TNMAX - 1290 Funds - 1290 Multi-Alternative Strategies Fund Class A 10
Gary Goldberg Planning Services Inc 10
Fortress Private Ledger, Llc 10
EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB 10
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 10
Credit Industriel Et Commercial 10
GLOBALT Investments LLC / GA 10
Willis Johnson & Associates, Inc. 10
Blackstone / Gso Long-short Credit Income Fund 10
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 10
Peak Financial Advisors Llc 10
Opseu Pension Plan Trust Fund 10
Eaton Vance Tax-managed Buy-write Opportunities Fund 10
National Investment Services Inc /wi 10
A3 Alternative Credit Fund 10
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF 10
Bingham Private Wealth, Llc 10
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 10
Bainco International Investors 10
KAMES CAPITAL management Ltd 10
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 10
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 10
Sone Capital Management, LLC 10
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 10
INPPX - Collaborative Investment Series Trust - Preferred - Plus Class A 10
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 10
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 10
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 10
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 10
Mad River Investors 10
Meketa Capital, LLC 10
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 10
Orbitronix, LP 10
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 10
Outlook Wealth Advisors, LLC 10
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 10
PYELX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Local Bond Fund (Investor Class) 10
Lane & Associates LLC 10
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 10
Brant Point Investment Management Llc 10
Militia Capital Partners, LP 10
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 10
Gitterman Wealth Management, LLC 10
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 10
Lester Murray Antman dba SimplyRich 10
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 10
Fi3 FINANCIAL ADVISORS, LLC 10
Tectonic Advisors Llc 10
TrueMark Investments, LLC 10
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 10
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 10
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 10
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 10
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 10
Frisch Financial Group, Inc. 10
Beirne Wealth Consulting Services, LLC 10
JTHAX - SARATOGA ADVANTAGE TRUST - James Alpha Total Hedge Portfolio Class A Shares 10
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 10
Galvin, Gaustad & Stein, LLC 10
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 10
Genesis Private Wealth, Llc 10
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 10
GDAFX - GOLDMAN SACHS TRUST - Goldman Sachs Alternative Premia Fund Class A 10
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 10
Fulcrum Capital LLC 10
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 10
Prentice Wealth Management LLC 10
GLBNX - Managed Portfolio Series - Great Lakes Bond Fund Institutional Class Shares 10
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 10
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 10
Abundance Wealth Counselors 10
Breakwater Investment Management 10
Physicians Financial Services, Inc. 10
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 10
Castle Creek Arbitrage, LLC 10
ERTS Wealth Advisors, LLC 10
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 10
JPLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF 10
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 10
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 10
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 10
Smith Anglin Financial, LLC 10
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 10
Toscafund Asset Management LLP 10
Mizuho Bank, Ltd. 10
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 10
Goodwin Daniel L 10
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 10
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 10
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 10
Aristotle Capital Management, LLC 10
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 10
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I 10
Telluride Asset Management LLC 10
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 10
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 10
WUSAX - WANGER ADVISORS TRUST - Wanger USA 10
Mizuho Securities Co. Ltd. 10
Pasadena Private Wealth, LLC 10
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 10
Auxano Advisors, LLC 10
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 10
Boltwood Capital Management 10
Cascade Investment Advisors, Inc. 10
Western Asset Mortgage Defined Opportunity Fund Inc. 10
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 10
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 10
Steamboat Capital Partners, LLC 10
Farr Miller & Washington Llc/dc 10
Endex Capital Management Llc 10
Meketa Investment Group Inc /adv 10
YANKCOM Partnership 10
Retirement Financial Solutions, Llc 10
KAMES CAPITAL management Ltd 10
Charles Schwab Investment Advisory, Inc. 10
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 10
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 10
Highwater Wealth Management, LLC 10
SMITH HAYES Advisers, Inc 10
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 10
Seacliff Capital, Llc 10
LWM Advisory Services, LLC 10
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 10
Summit Wealth & Retirement Planning, Inc. 10
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 10
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 10
Shulman DeMeo Asset Management LLC 10
Baron Wealth Management LLC 10
Westshore Wealth, LLC 10
Gilder Gagnon Howe & Co Llc 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Intermediate-Term Municipal Bond Portfolio Institutional Class Shares 10
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 10
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 10
Kemnay Advisory Services Inc. 10
Old West Investment Management, LLC 10
Morris Retirement Advisors, LLC 10
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 10
Chickasaw Capital Management Llc 10
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 10
Bank & Trust Co 10
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 10
J Arnold Wealth Management Co 10
Western Financial Corp/CA 10
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 10
Cypress Capital Management Llc 10
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 10
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 10
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 10
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 10
Engine No. 1 Llc 10
Titleist Asset Management, Ltd. 10
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 10
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 10
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 10
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 10
Tairen Capital Ltd 10
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 10
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 10
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 10
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 10
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 10
Algebris (uk) Ltd 10
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 10
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 10
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 10
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 10
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 10
Hemenway Trust Co LLC 10
US Asset Management LLC 10
Independent Wealth Network Inc. 10
Apeiron RIA LLC 10
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 10
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 10
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 10
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 10
Bellecapital International Ltd. 10
Efficient Advisors, LLC 10
Evelyn Partners Asset Management Ltd 10
Haafor (Singapore) Pte. Ltd. 10
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 10
Somerset Trust Co 10
Ssga Master Trust 10
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 10
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 10
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 10
Steigerwald, Gordon & Koch Inc. 10
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 10
CWSDX - Chartwell Funds - Chartwell Short Duration Bond Fund 10
Sendero Wealth Management, LLC 10
General Electric Co 10
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 10
Monaco Asset Management SAM 10
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 10
Piper Sandler & Co. 10
Icapital Wealth Llc 10
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 10
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 10
Putnam Investors Fund 10
MJT & Associates Financial Advisory Group, Inc. 10
Teachers Insurance & Annuity Association Of America 10
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 10
Bordeaux Wealth Advisors LLC 10
Olstein Capital Management, L.P. 10
PYA Waltman Capital, LLC 10
Birchbrook, Inc. 10
Adalta Capital Management LLC 10
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 10
Augustine Asset Management Inc 10
Gleason Group, Inc. 10
First Financial Equity Corporation 10
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderate Portfolio Class 2 10
Jessup Wealth Management, Inc 10
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 10
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderately Aggressive Portfolio Class 2 10
WFA Asset Management Corp 10
Maplelane Capital, Llc 10
Eudaimonia Advisors Llc 10
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 10
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 10
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 10
Columbia Funds Variable Series Trust II - Variable Portfolio - Aggressive Portfolio Class 2 10
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 10
DCF Advisers, LLC 10
Adams Wealth Management 10
Oppenheimer Capital Income Fund 10
Shapiro Capital Management Llc 10
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 10
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 10
One River Asset Management, LLC 10
Evelyn Partners Investment Management Services Ltd 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 10
Indie Asset Partners, LLC 10
Suvretta Capital Management, Llc 10
NOLVX - Northern Funds - Northern Large Cap Value Fund 10
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 10
Breakwater Capital Group 10
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 10
One Charles Private Wealth Services, LLC 10
Trillium Asset Management, Llc 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 10
Liberty All Star Equity Fund 10
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 10
BCS Wealth Management 10
Efficient Market Advisors, LLC 10
Aperture Investors, LLC 10
Riverpoint Wealth Management Holdings, LLC 10
ESL Trust Services, LLC 10
Alhambra Investment Partners LLC 10
Accredited Investors Inc. 10
Dohj, Llc 10
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 10
PayPay Securities Corp 10
Johnson Financial Group, LLC 10
Avondale Wealth Management 10
LOM Asset Management Ltd 10
TGLMX - TCW FUNDS INC - TCW Total Return Bond Fund I Class 10
Nokomis Capital, L.L.C. 10
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 10
Montag & Caldwell, Llc 10
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 10
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 10
Rogco, Lp 10
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 10
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 10
Sentinel Pension Advisors Inc 10
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 10
Minot Wealth Management LLC 10
TAMRO Capital Partners LLC 10
Capital Investment Counsel, Inc 10
Maryland Capital Advisors Inc. 10
Tobias Financial Advisors, Inc. 10
Westbourne Investment Advisors, Inc. 10
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 10
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 10
Kathleen S. Wright Associates Inc. 10
Fsb Premier Wealth Management, Inc. 10
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 10
Zimmermann Investment Management & Planning Llc 10
Seaport Global Asset Management Llc 10
New Potomac Partners, LLC 10
Growth Fund Of America 10
Bessemer Securities Llc 10
Win Advisors, Inc 10
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 10
Safe Harbor Fiduciary, LLC 10
Sender Co & Partners, Inc. 10
Stegent Equity Advisors, Inc. 10
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 10
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 10
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 10
Friess Associates Llc 10
Capital Growth Management Lp 10
Cornerstone Financial Partners, LLC 10
Altman Advisors, Inc. 10
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 10
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 10
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 10
Pembroke Management, LTD 10
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 10
Drucker Wealth 3.0, LLC 10
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 10
LifeWealth Investments, LLC 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 10
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 10
Fluent Financial, LLC 10
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 10
Bedell Frazier Investment Counseling, LLC 10
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 10
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 10
TigerOak Management, L.L.C. 10
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 10
Twelve Points Wealth Management LLC 10
South Georgia Capital, Llc 10
Cooper/haims Advisors, Llc 10
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 10
Belmont Global Advisors, Inc. 10
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 10
Elevation Series Trust - RiverNorth Patriot ETF 10
Camden Asset Management L P /ca 10
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 10
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 10
Kentucky Trust Co 10
Wealth High Governance Capital Ltda 9
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 9
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 9
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund 9
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 9
Adirondack Retirement Specialists, Inc. 9
Amussen Hunsaker Associates Llc 9
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 9
Three Bridge Wealth Advisors, LLC 9
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 9
Ruane, Cunniff & Goldfarb Inc 9
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 9
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 9
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares 9
Private Management Group Inc 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 9
Voss Capital, LLC 9
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 9
Ackerman Capital Advisors, LLC 9
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 9
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 9
Davidson & Garrard Inc 9
Horst & Graben Wealth Management LLC 9
Context Capital Funds 9
Aft, Forsyth & Sober, LLC 9
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 9
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 9
Lummis Asset Management, LP 9
Magellan Asset Management Ltd 9
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 9
Fiduciary Planning LLC 9
Rockport Wealth LLC 9
Pinnbrook Capital Management Lp 9
Symons Capital Management Inc 9
James Hambro & Partners 9
Congress Park Capital LLC 9
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 9
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 9
Caliber Wealth Management, LLC / KS 9
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 9
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 9
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 9
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 9
Dixon Mitchell Investment Counsel Inc. 9
WMKGX - WESMARK FUNDS - WesMark Growth Fund 9
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 9
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 9
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 9
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 9
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 9
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 9
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 9
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 9
Doheny Asset Management /ca 9
Endowment Wealth Management, Inc. 9
Lee Capital Management LP 9
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 9
3Chopt Investment Partners, LLC 9
Blue Rock Advisors, LLC 9
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 9
Templeton Global Income Fund 9
White Lighthouse Investment Management Inc. 9
OPTIMAS CAPITAL Ltd 9
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 9
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 9
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 9
Coordinated Financial Services, Inc. 9
Anderson Financial Strategies, LLC 9
Paragon Wealth Strategies, LLC 9
Locust Wood Capital Advisers, Llc 9
ARGA Investment Management, LP 9
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 9
Investment Partners Asset Management, Inc. 9
IFC Advisors LLC 9
Joule Financial, LLC 9
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 9
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 9
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 9
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 9
Ninety One SA (PTY) Ltd 9
NFP Retirement, Inc. 9
Omega Advisors Inc. 9
Ifrah Financial Services, Inc. 9
Pennsylvania Capital Management Inc /adv 9
Carnegie Lake Advisors LLC 9
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 9
JGP Global Gestao de Recursos Ltda. 9
DMG Group, LLC 9
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 9
Lattice Strategies LLC 9
Forefront Analytics, LLC 9
Indices-Pac Research Corp. 9
PXBAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM International Bond Fund Class A 9
Salient Capital Advisors, LLC 9
Wealthcare Capital Partners, LLC 9
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 9
Sentinus, LLC 9
Karpas Strategies, Llc 9
Garnet Equity Capital Holdings, Inc. 9
SEMMX - ADVISORS SERIES TRUST - Semper MBS Total Return Fund Institutional Class 9
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 9
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 9
First Financial Bankshares Inc 9
Hamilton Capital, LLC 9
Mairs & Power Inc 9
Fidelity Oxford Street Trust II - Fidelity Commodity Strategy Central Fund 9
Capital World Growth & Income Fund 9
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 9
Sphinx Trading, Lp 9
Atalanta Sosnoff Capital, Llc 9
Wills Financial Group, Inc. 9
Forza Wealth Management, LLC 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 9
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 9
Donaldson Capital Management, Llc 9
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 9
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 9
Blue Granite Capital, LLC 9
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 9
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 9
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 9
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 9
IAM Advisory, LLC 9
Berbice Capital Management LLC 9
Delap Wealth Advisory, Llc 9
McGowan Group Asset Management, Inc. 9
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 9
Par Capital Management Inc 9
Winthrop Partners - Wny, Llc 9
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 9
QALTX - Advisors Preferred Trust - Quantified Alternative Investment Fund Investor Class Shares 9
FIFGX - FIDELITY OXFORD STREET TRUST - Fidelity SAI Inflation-Focused Fund 9
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 9
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 9
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 9
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 9
Contrarius Investment Management Ltd 9
Integrity Financial Corp /WA 9
Affinity Wealth Management Llc 9
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 9
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 9
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 9
Tower View Investment Management & Research LLC 9
American Asset Management Inc. 9
MFCPX - M FUND INC - M Capital Appreciation Fund 9
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 9
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 9
Eaton Vance Tax-managed Diversified Equity Income Fund 9
Lomas Capital Management, LLC 9
Bank Pictet & Cie (asia) Ltd 9
Nippon Life Global Investors Americas, Inc. 9
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 9
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 9
Premier Fund Managers Ltd 9
Delta Financial Group, Inc. 9
Advanced Series Trust - Ast High Yield Portfolio 9
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 9
Hudson Valley Investment Advisors Inc /adv 9
Twin Lakes Capital Management, LLC 9
Ironwood Investment Management Llc 9
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 9
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 9
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 9
Graney & King, LLC 9
Seminole Management Co., Inc. 9
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 9
Carr Financial Group Corp 9
Crow Point Global Dividend Plus Fund 9
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 9
Argus Investors' Counsel, Inc. 9
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 9
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 9
Citizens & Northern Corp 9
Weatherly Asset Management L. P. 9
Hall Kathryn A. 9
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 9
Blackston Financial Advisory Group, LLC 9
VVMCX - VALIC Co I - Mid Cap Value Fund 9
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 9
Cannell Capital Llc 9
Fortaleza Asset Management Inc/ 9
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 9
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 9
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 9
Kanawha Capital Management Llc 9
Fractal Investments LLC 9
Schneider Downs Wealth Management Advisors, LP 9
Meru Capital Group, LP 9
Motley Fool Wealth Management, LLC 9
Senvest Management, LLC 9
Connors Investor Services Inc 9
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 9
Point View Wealth Management, Inc. 9
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderately Conservative Portfolio Class 2 9
Mechanics Bank Trust Department 9
Penseco Financial Services Corp 9
Henderson Global Funds 9
Sentinel Variable Products Trust 9
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 9
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 9
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 9
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 9
GKV Capital Management Co., Inc. 9
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 9
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF 9
Summit Financial Group, Inc. 9
Deane Retirement Strategies, Inc. 9
CADTX - Starboard Investment Trust - Cavalier Adaptive Income Fund Institutional Class Shares 9
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 9
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 9
Spouting Rock Asset Management, LLC 9
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 9
JACKSON VARIABLE SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 9
Xcel Wealth Management, LLC 9
Jnl Strategic Income Fund Llc 9
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares 9
Yarbrough Capital, LLC 9
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 9
General Partner, Inc. 9
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 9
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 9
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 9
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 9
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A 9
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 9
Arvest Bank Trust Division 9
Western Asset Corporate Loan Fund Inc. 9
Wall Street Associates 9
Burford Brothers, Inc. 9
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 9
VCIGX - VALIC Co I - Dividend Value Fund 9
Community Capital Management, Inc. 9
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 9
Lewis Asset Management, LLC 9
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 9
Bright Rock Capital Management, Llc 9
Virginia Wealth Management Group, Inc. 9
Davlin Philanthropic Funds 9
Gateway Advisory, LLC 9
Praetorian PR LLC 9
Soros Capital Management Llc 9
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 9
Titus Wealth Management 9
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 9
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 9
Probity Advisors, Inc. 9
Visionary Horizons, LLC 9
BARING ASSET MANAGEMENT Ltd 9
Putnam High Income Securities Fund 9
Theory Financial Llc 9
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 9
Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund 9
Quintet Private Bank (Europe) S.A. 9
EVGBX - Evermore Funds Trust - Evermore Global Value Fund Investor Class 9
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 9
Boussard & Gavaudan Investment Management LLP 9
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 9
Mountain Hill Investment Partners Corp. 9
Clarus Group, Inc. 9
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 9
Berry Wealth Group, LP 9
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 9
Wallace Advisory Group, LLC 9
LifeSteps Financial, Inc. 9
Foresight Wealth Management, LLC 9
Capital Planning Advisors, LLC 9
Columbia Funds Variable Series Trust II - Variable Portfolio - Conservative Portfolio Class 4 9
Cortina Asset Management, LLC 9
Nautilus Advisors LLC 9
Eaton Vance Enhanced Equity Income Fund 9
Chung Wu Investment Group, LLC 9
Guidance Capital, Inc 9
Noesis Capital Mangement Corp 9
Canopy Partners, LLC 9
United Bank 9
PUTNAM VARIABLE TRUST - Putnam VT Mortgage Securities Fund Class IA Shares 9
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 9
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 9
VMAX - Lattice Strategies Trust - Hartford US Value ETF 9
Lvm Capital Management Ltd/mi 9
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 9
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 9
J2 Capital Management Inc 9
Petra Financial Advisors Inc 9
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 9
Victory Financial Group, Llc 9
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 9
RKL Wealth Management LLC 9
Holderness Investments Co 9
Vanguard Specialized Funds 9
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 9
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 9
Mitchell Mcleod Pugh & Williams Inc 9
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 9
Benin Management CORP 9
DSAM Partners (London) Ltd 9
Cape Ann Savings Bank 9
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 9
PLVTX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS International Fund Institutional Class 9
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 9
Sadoff Investment Management Llc 9
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 9
Briaud Financial Planning, Inc 9
Lokken Investment Group LLC 9
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 9
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 9
Strait & Sound Wealth Management LLC 9
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 9
Culbertson A N & Co Inc 9
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 9
Connacht Asset Management LP 9
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 9
Scott Marsh Financial, LLC 9
MIDSX - Midas Series Trust - Midas Fund 9
Pioneer High Income Trust 9
Canyon Capital Advisors Llc 9
RHS Financial, LLC 9
Surience Private Wealth Llc 9
Mayfair Advisory Group, LLC 9
One68 Global Capital, LLC 9
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 9
Centennial Wealth Advisory LLC 9
Seven Post Investment Office LP 9
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 9
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 9
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 9
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 9
Future Fund LLC 9
Mfs Intermediate High Income Fund 9
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 9
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 9
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 9
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 9
Moab Capital Partners LLC 9
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 9
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 9
Spectrum Financial Alliance Ltd LLC 9
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 9
Legg Mason Asset Management (Japan) Co., Ltd. 9
Beacon Pointe Wealth Advisors, Llc 9
Morgan Dempsey Capital Management Llc 9
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 9
Putnam Funds Trust - Putnam Mortgage Opportunities Fund Class I 9
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 9
Renasant Bank 9
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 9
Silverlake Wealth Management Llc 9
Berry Street Capital Management LLP 9
Birch Hill Investment Advisors LLC 9
Auxier Asset Management 9
Blackrock Floating Rate Income Trust 9
DWAT - Arrow Investments Trust - Arrow DWA Tactical ETF 9
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 9
Stance Capital Llc 9
Charles Schwab Trust Co 9
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 9
Boston Family Office Llc 9
Quattro Financial Advisors Llc 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 9
Kodai Capital Management LP 9
KC Investment Advisors, LLC 9
Trivant Custom Portfolio Group, LLC 9
Signet Investment Advisory Group, Inc. 9
Valley Brook Capital Group, Inc. 9
PIMCO Access Income Fund 9
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 9
Marathon Asset Management Llp 9
Keystone Wealth Services, LLC 9
Westerkirk Capital Inc. 9
DORCHESTER WEALTH MANAGEMENT Co 9
Advantage Trust Co 9
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 9
Shilanski & Associates, Inc. 9
Bancroft Fund Ltd 9
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 9
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 9
Brandes Investment Partners, Lp 9
Tempus Wealth Planning, LLC 9
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 9
Green Owl Capital Management, LLC 9
Evanston Investments, Inc., dba Evanston Advisors 9
HITE Hedge Asset Management LLC 9
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 9
Fagan Associates, Inc. 9
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 9
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 9
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 9
Decatur Capital Management, Inc. 9
Wallace Capital Management Inc. 9
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 9
Concorde Financial Corp 9
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 9
Cullen Investment Group, Ltd. 9
Pandora Wealth, Inc. 9
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 9
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 9
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 9
Mathes Company, Inc. 9
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 9
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 9
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 9
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 9
TERIX - Investment Managers Series Trust II - All Terrain Opportunity Fund Institutional Class 9
Breed's Hill Capital LLC 9
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 9
BridgePort Financial Solutions, LLC 9
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 9
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 9
NWF Advisory Services Inc. 9
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 9
JCIC Asset Management Inc. 9
Convergent Wealth Advisors 9
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 9
Sentry Investments Corp. 9
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 9
Plimoth Trust Co Llc 9
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 9
Papp L Roy & Associates 9
Baxter Bros Inc 9
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 9
Willner & Heller, Llc 9
Mengis Capital Management, Inc. 9
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 9
Lakewood Asset Management LLC 9
Five Oceans Advisors 9
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 9
Toews Corp /adv 9
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 9
Odey Asset Management Group Ltd 9
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 9
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 9
Keystone Financial Planning, Inc. 9
Jnl Series Trust - Jnl/wmc Value Fund (a) 9
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 9
Northcape Wealth Management, Llc 9
Granite Bay Wealth Management, LLC 9
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 9
OHSDX - RBB FUND, INC. - Oakhurst Short Duration Bond Fund Institutional Shares 9
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 9
Blackstone / Gso Strategic Credit Fund 9
Pier Capital, LLC 9
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 9
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 9
Entrustpermal Partners Offshore Lp 9
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 9
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 9
Principled Equity Market Fund 9
Ninepoint Partners LP 9
Julex Capital Management, Llc 9
Bernard Wealth Management Corp. 9
Maxi Investments CY Ltd 9
First Affirmative Financial Network 9
Isi Strategy Fund Inc 9
Moseley Investment Management Inc 9
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 9
Exane Asset Management 9
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 9
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 9
Ceros Financial Services Inc. 9
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 9
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 9
CastleKnight Management LP 9
Gould Asset Management Llc /ca/ 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 9
GraniteShares Advisors LLC 9
Cove Private Wealth, LLC 9
Gradient Capital Advisors, LLC 9
Alerus Investment Advisors Corp 9
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 9
Investment Management Corp /va/ /adv 9
Canvas Wealth Advisors, LLC 9
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 9
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class 9
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 9
RiverPoint Capital Management, LLC 9
Blackrock Floating Rate Income Strategies Fund, Inc. 9
Castlekeep Investment Advisors Llc 9
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A 9
KG&L Capital Management,LLC 9
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 9
Norwood Financial Corp 9
Kettle Hill Capital Management, Llc 9
Jackson Square Partners, LLC 9
Quartz Partners, LLC 9
Hutchens Investment Management Inc 9
Cypress Wealth Advisors LLC 9
Marco Investment Management Llc 9
Archetype Wealth Partners 9
American Assets Investment Management, LLC 9
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 9
Cove Street Capital, LLC 9
Fs Credit Income Fund 9
Knott David M Jr 9
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 9
PACIFIC SELECT FUND - Growth Portfolio Class I 9
Menora Mivtachim Holdings Ltd. 9
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 9
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 9
Eaton Vance Risk-managed Diversified Equity Income Fund 9
IFS Advisors, LLC 9
GMEZX - GuideStone Funds - Impact Equity Fund Investor 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 9
Argent Financial Group, Inc. 9
Eq Wealth Advisors, Llc 9
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 9
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 9
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 9
Smith Shellnut Wilson Llc /adv 9
Ayalon Holdings Ltd. 9
One + One Wealth Management, Llc 9
Investor's Fiduciary Advisor Network, LLC 9
Lord Abbett Developing Growth Fund, Inc. 9
Rikoon Group, LLC 9
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 9
Curat Global, LLC 9
Centurion Wealth Management LLC 9
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 9
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 9
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 9
Hartree Partners, LP 9
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 9
JS Capital Management LLC 9
Montis Financial, LLC 9
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 9
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 9
Legacy Wealth Partners, Inc. 9
Hourglass Capital, Llc 9
International Private Wealth Advisors LLC 9
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 9
Black Diamond Financial, LLC 9
YieldStreet Prism Fund Inc. 9
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 9
Bradley & Co. Private Wealth Management, LLC 9
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 9
First Western Trust Bank 9
MCRO - IndexIQ ETF Trust - IQ Hedge Macro Tracker ETF 9
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 9
Jet Capital Investors L P 9
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 9
Rheos Capital Works Inc. 9
United Capital Management of KS, Inc. 9
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I 9
Global View Capital Management LLC 9
Old Port Advisors 9
First National Advisers, LLC 9
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio I 9
Mason & Associates Inc 9
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 9
Factorial Partners, Llc 9
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 9
BCDF - Listed Funds Trust - Horizon Kinetics Blockchain Development ETF 8
Cyrus J. Lawrence, LLC 8
Aegis Financial Corp 8
Drexel Morgan & Co. 8
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 8
PKS Advisory Services, LLC 8
Claymore Exchange-traded Fund Trust 2 8
First County Bank /CT/ 8
Lazari Capital Management, Inc. 8
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 8
Clearline Capital LP 8
Syntax Research, Inc. 8
Intellus Advisors LLC 8
Adirondack Research & Management Inc. 8
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 8
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 8
Port Capital LLC 8
Argent Trust Co 8
Unison Advisors LLC 8
Shoker Investment Counsel, Inc. 8
Spearhead Capital Advisors, Llc 8
WoodTrust Financial Corp 8
Broadleaf Partners, LLC 8
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 8
Grayhawk Investment Strategies Inc. 8
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 8
Winmill & Co. Inc 8
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class 8
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 8
Seven Mile Advisory 8
Money Design Co.,Ltd. 8
Genus Capital Management Inc. 8
Alpine Partners USVI, LLC 8
Portfolio Strategies Inc 8
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 8
Parameter Capital Management LLC 8
Mb, Levis & Associates, Llc 8
FSM Wealth Advisors, LLC 8
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 8
Abbot Financial Management, Inc. 8
GMSAX - GOLDMAN SACHS TRUST - Goldman Sachs Managed Futures Strategy Fund Class A 8
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 8
Delta Lloyd Asset Management N.v. 8
Delta Financial Advisors Llc 8
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 8
Signator Financial Services, Inc. 8
LaSalle Street Capital Management, LLC 8
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 8
Private Capital Management Inc 8
Capital Counsel Llc/ny 8
Long Wharf Investors, Inc. 8
Williams & Novak, LLC 8
Seven Bridges Advisors LLC 8
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 8
Compass Financial Services Inc 8
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 8
Sicart Associates LLC 8
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 8
Abound Financial, Llc 8
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 8
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 8
Fidelity Multi-Strategy Credit Fund 8
Family Legacy, Inc. 8
PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 8
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 8
Dunvegan Associates, Inc. 8
Atlas Legacy Advisors, LLC 8
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 8
Steadfast Capital Management Lp 8
Coastwise Capital Group, LLC 8
Blenheim Capital Management, BV 8
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 8
LeJeune Puetz Investment Counsel LLC 8
Narus Financial Partners, LLC 8
Louisbourg Investments Inc. 8
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 8
Coordinated Financial Services, Inc./CO 8
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 8
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 8
Lincoln Capital Corp 8
Prosperity Wealth Management, Inc. 8
Spirepoint Private Client, Llc 8
GHQIX - AMERICAN BEACON FUNDS - American Beacon Garcia Hamilton Quality Bond Fund Institutional Class 8
Security Asset Management 8
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 8
Calvert Impact Fund Inc 8
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 8
KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio 8
Bridge Advisory, LLC 8
Paragon Private Wealth Management, LLC 8
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares 8
VELA Funds - VELA Large Cap 130/30 Fund Class I 8
Schrum Private Wealth Management LLC 8
Nuveen Quality Preferred Income Fund 8
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 8
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 8
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 8
A. D. Beadell Investment Counsel, Inc. 8
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 8
FNTEX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Finance Fund 8
Robbins Farley Llc 8
New Covenant Trust Company, N.A. 8
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 8
Oppenheimer Equity Fund 8
Patron Partners Advisors, Llc 8
Meixler Investment Management, Ltd. 8
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 8
MidWestOne Financial Group, Inc. 8
Hendershot Investments Inc. 8
PGIM Short Duration High Yield Opportunities Fund 8
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 8
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 8
Vantage Financial Partners, LLC 8
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 8
Perbak Capital Partners LLP 8
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 8
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 8
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 8
Van Leeuwen & Company, LLC 8
Cohanzick Management, Llc 8
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 8
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 8
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 8
Clarity Asset Management, Inc. 8
Fifth Third Securities, Inc. 8
Miramar Capital, LLC 8
Vienna Asset Management LLC 8
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 8
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 8
Axim Planning & Wealth 8
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 8
Littlejohn & Co Llc 8
waypoint wealth counsel 8
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 8
Cadence Wealth Management LLC 8
Palumbo Wealth Management LLC 8
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 8
Essential Planning, LLC. 8
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 8
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 8
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 8
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 8
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 8
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 8
Almitas Capital LLC 8
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 8
Drw Securities, L.l.c. 8
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 8
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 8
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 8
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 8
Annandale Capital, LLC 8
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 8
Richard P Slaughter Associates Inc 8
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 8
WealthTrust Asset Management, LLC 8
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 8
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 8
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 8
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 8
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 8
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 8
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 8
Battery Global Advisors, LLC 8
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF 8
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 8
UVDV - Spinnaker ETF Series - UVA Dividend Value ETF 8
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 8
Souders Financial Advisors 8
Signet Management Usa, Llc 8
Regatta Capital Group, Llc 8
Border to Coast Pensions Partnership Ltd 8
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 8
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 8
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 8
Strategic Investment Advisors / MI 8
Wellington Wealth Strategies, LLC. 8
Lansdowne Partners Limited Partnership 8
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 8
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 8
FOMO - Collaborative Investment Series Trust - FOMO ETF 8
Penbrook Management LLC 8
Syquant Capital Sas 8
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 8
United Income, Inc. 8
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 8
Trivest Advisors Ltd 8
Insight Wealth Partners, LLC 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 8
Signia Capital Management Llc 8
Loudon Investment Management, LLC 8
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 8
Threadgill Financial, Llc 8
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 8
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 8
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 8
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 8
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 8
Kercheville Advisors, LLC 8
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 8
FSTQX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Developed Markets Bond Index Fund 8
Private Wealth Strategies, L.L.C. 8
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 8
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 8
Providence Wealth Advisors, LLC 8
Asio Capital, LLC 8
Chapin Davis, Inc. 8
Aviso Wealth Management 8
Sound Financial Strategies Group, LLC 8
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 8
Aberdeen Wealth Management LLC 8
Golden Green, Inc. 8
Detalus Advisors, LLC 8
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 8
Sagil Capital Llp 8
National Penn Investors Trust Co /pa 8
TrueWealth Advisors, LLC 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2024 8
Paladin Advisory Group, LLC 8
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 8
Blue Zone Wealth Advisors, LLC 8
Nicola Wealth Management Ltd. 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 8
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio 8
Spartan Fund Management Inc. 8
Chris Bulman Inc 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 8
Seaport Global Advisors, LLC 8
Watson Rebecca 8
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 8
Andrew Hill Investment Advisors, Inc. 8
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 8
Mill Capital Management, LLC 8
MML Series Investment Fund II - MML Asset Momentum Fund Class II 8
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 8
PIMCO Energy & Tactical Credit Opportunities Fund 8
Southside Capital, Llc 8
Highview Capital Management LLC/DE/ 8
Tatro Capital, LLC 8
LaFleur & Godfrey LLC 8
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 8
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund 8
AA Financial Advisors, LLC 8
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 8
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 8
Lighthouse Financial Advisors, Inc. 8
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 8
Highline Capital Management, L.p. 8
PBMares Wealth Management LLC 8
Vivaldi Opportunities Fund 8
Ables, Iannone, Moore & Associates, Inc. 8
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 8
Vista Finance, Llc 8
Sweet Financial Partners, LLC 8
Coulter & Justus Financial Services, LLC 8
Cabana Llc 8
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 8
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 8
Carson Advisory Inc. 8
Wealthstream Advisors, Inc. 8
Capital Markets Trading UK LLP 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 8
Alan B. Lancz & Associates, Inc. 8
Pingora Partners LLC 8
Avaii Wealth Management, Llc 8
Silverleafe Capital Partners, LLC 8
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 8
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 8
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 8
Murchinson Ltd. 8
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 8
Boulder Hill Capital Management Lp 8
Mitchell Capital Management Co 8
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 8
Semus Wealth Partners LLC 8
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 8
Henrickson Nauta Wealth Advisors, Inc. 8
Paralel Advisors LLC 8
Delta Accumulation, LLC 8
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 8
Jordan Park Group LLC 8
Paulson & Co. Inc. 8
Ada Investment Management, LP 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 8
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 8
Orleans Capital Management Corp/la 8
MKT Advisors LLC 8
Colony Family Offices, LLC 8
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 8
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 8
Sagefield Capital LP 8
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 8
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 8
Girard Securities, Inc. 8
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 8
Egerton Capital (UK) LLP 8
Swift Run Capital Management, LLC 8
GMODX - GMO TRUST - GMO Opportunistic Income Fund Class VI 8
Akre Capital Management Llc 8
Advanced Asset Management Advisors Inc 8
Dalton Investments LLC 8
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 8
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 8
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 8
Rooted Wealth Advisors, Inc. 8
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 8
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 8
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 8
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 8
QVT Financial LP 8
Morgens Waterfall Vintiadis & Co Inc 8
Viawealth, Llc 8
Falcon Point Capital, Llc 8
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 8
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 8
Freedom Day Solutions, LLC 8
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 8
WealthTrust Axiom LLC 8
Brighthouse Funds Trust II - MFS Value Portfolio Class A 8
MRGR - PROSHARES TRUST - ProShares Merger ETF 8
Trust Co Of Oklahoma 8
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 8
300 North Capital, Llc 8
Hershey Trust Co 8
Badgley Phelps & Bell Inc 8
Putnam Fund For Growth & Income 8
Smith Chas P & Associates Pa Cpas 8
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 8
Carrera Capital Advisors 8
Highfields Capital Management Lp 8
Marex Group plc 8
Phillips Financial Management, Llc 8
PENN SERIES FUNDS INC - Large Growth Stock Fund 8
Rand Wealth, Llc 8
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 8
Mondrian Investment Partners LTD 8
Heritage Oak Wealth Advisors Llc 8
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 8
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 8
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 8
Excalibur Management Corp 8
TCW ETF Trust - TCW Corporate Bond ETF 8
Ellsworth Growth & Income Fund Ltd 8
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 8
Lisanti Capital Growth, LLC 8
First National Bank of Hutchinson 8
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 8
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 8
WESCAP Management Group, Inc. 8
Evergreen Private Wealth LLC 8
potrero capital research llc 8
Winslow Asset Management Inc 8
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 8
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 8
IronBridge Capital Management LP 8
Putnam Master Intermediate Income Trust 8
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 8
Greenwood Gearhart Inc 8
Orca Investment Management, LLC 8
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 8
Franklin Ltd Duration Income Trust 8
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 8
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 8
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 8
Carl Domino Inc 8
Mason Capital Management Llc 8
Jd Capital Management Llc 8
Bluesphere Advisors, LLC 8
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 8
Volterra Technologies LP 8
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 8
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 8
Lonestar Capital Management LLC 8
Stadion Money Management, LLC 8
united american securities inc. (d/b/a uas asset management) 8
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 8
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 8
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 8
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 8
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 8
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 8
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 8
Bck Capital Management Lp 8
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 8
CG Asset Management LLC 8
Grisanti Capital Management LLC 8
First Trust Mortgage Income Fund 8
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 8
Messner & Smith Theme Value Investment Management Ltd /ca/ 8
Miller/howard High Income Equity Fund 8
Bks Advisors, Llc 8
Privium Fund Management (UK) Ltd 8
Alta Wealth Advisors LLC 8
CAPTX - Capitol Series Trust - Canterbury Portfolio Thermostat Fund Institutional Shares 8
Stonehearth Capital Management, LLC 8
Legg Mason Bw Global Income Opportunities Fund Inc. 8
Sigma Investment Counselors Inc 8
Taylor Frigon Capital Management LLC 8
Aspetuck Financial Management LLC 8
Satuit Capital Management Trust 8
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 8
Hosking Partners LLP 8
Cumberland Advisors Inc 8
Addenda Capital Inc. 8
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 8
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 8
B&D White Capital Company, LLC 8
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 8
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 8
Nixon Peabody Trust Co 8
Hartwell J M Limited Partnership 8
Cazenove Capital Management Ltd 8
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 8
Banced Corp 8
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 8
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 8
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 8
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 8
Oppenheimer Dividend Opportunity Fund 8
Elk River Wealth Management, LLC 8
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 8
Farmer Steven Patrick 8
Crown Wealth Group, LLC 8
Private Asset Management Inc 8
Eaton Vance Tax-managed Global Diversified Equity Income Fund 8
Carlson Capital Management 8
Violich Capital Management, Inc. 8
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 8
Baltimore-Washington Financial Advisors Inc. 8
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 8
Amarillo National Bank 8
Capstone Triton Financial Group, LLC 8
Verdad Advisers, LP 8
Moreno Evelyn V 8
TCNBX - FundVantage Trust - Ambrus Tax-Conscious National Bond Fund Institutional Class 8
MSD Partners, L.P. 8
Criterion Capital Advisors, Llc 8
Barnes Dennig Private Wealth Management LLC 8
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 8
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 8
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 8
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 8
Ken Stern & Associates, Inc. 8
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 8
Stone Ridge Trust Iii 8
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 8
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 8
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 8
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 8
EagleClaw Capital Managment, LLC 8
Adell Harriman & Carpenter Inc 8
Simplify Asset Management Inc. 8
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 8
Ade, Llc 8
BERIX - Chartwell Funds - Berwyn Income Fund 8
Concord Asset Management, LLC/VA 8
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 8
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 8
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 8
ABASX - AB TRUST - AB Discovery Value Fund Class A 8
Cedar Hill Associates, Llc 8
Deutsche Value Series, Inc 8
Afam Capital, Inc. 8
Consultiva Wealth Management, Corp. 8
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 8
Promethium Advisors,llc 8
First Long Island Investors, LLC 8
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 8
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 8
SGL Investment Advisors, Inc. 8
PRIPX - T. Rowe Price Inflation Protected Bond Fund, Inc. - T. Rowe Price Inflation Protected Bond Fund, Inc. 8
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 8
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 8
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 8
Tiemann Investment Advisors, Llc 8
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 8
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 8
Stonebridge Capital Management Inc 8
Arbor Investment Advisors, LLC 8
Jabodon Pt Co 8
Harding Loevner Lp 8
Curbstone Financial Management Corp 8
GVO Asset Management Ltd 8
Ritter Daniher Financial Advisory, Llc 8
MXMCX - GREAT-WEST FUNDS INC - Great-West Ariel Mid Cap Value Fund Investor Class 8
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 8
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 8
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 8
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 8
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 8
Blackrock Enhanced Capital & Income Fund, Inc. 8
Sandell Asset Management Corp 8
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 8
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 8
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 8
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 8
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 8
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 8
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 8
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 8
Legacy Trust 8
Altavista Wealth Management, Inc. 8
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 8
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 8
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 8
Sandhill Capital Partners LLC 8
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 8
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 8
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 8
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 8
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 8
Skba Capital Management Llc 8
Nair Vinay 8
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 8
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 8
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 8
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 8
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 8
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 8
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 8
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 8
1248 Management, LLC 8
Delek Group, Ltd. 8
Texas Bank & Trust Co 8
Muhlenkamp & Co Inc 8
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 8
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A 8
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 8
Trilogy Global Advisors Lp 8
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 8
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 8
Leigh Baldwin & Co., Llc 8
Channel Wealth Llc 8
Spectrum Planning & Advisory Services Inc. 8
Wellesley Investment Partners, LLC 8
Cerro Pacific Wealth Advisors LLC 8
Chesapeake Asset Management Llc 8
Grant Street Asset Management, Inc. 8
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II 8
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 8
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 8
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 8
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 8
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 8
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 8
Eaton Vance Tax-managed Buy-write Income Fund 8
Saddle Road Partners, LLC 8
Wildcat Capital Management, LLC 8
VGI Partners Ltd 8
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 8
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 8
Blackstone / Gso Senior Floating Rate Term Fund 8
Ironbridge Funds, Inc. 8
Berkshire Bank 8
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 8
Torray Llc 8
First Niagara Bank 8
Adams Hall Wealth Advisors, LLC 8
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 8
Bearing Point Capital, Llc 8
Chartwell Investment Partners/pa 8
Credential Securities Inc. 8
Root Financial Partners, LLC 8
Yahoo Inc 8
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 8
Zions Trust, National Association 8
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 8
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund 8
FYHTX - FIDELITY OXFORD STREET TRUST - Fidelity Commodity Strategy Fund 8
Marshall & Sullivan Inc /wa/ 8
New Vernon Investment Management Llc 8
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 8
Alta Fundamental Advisers LLC 8
WBRRX - WILLIAM BLAIR FUNDS - William Blair Income Fund Class N 8
Stenger Family Office, LLC 8
Pt Asset Management, Llc 8
Gratia Capital, Llc 8
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 8
MSH Capital Advisors LLC 8
Scharf Investments, Llc 8
Kavilco Inc/wa/ 8
LVZ Advisors, Inc. 8
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 8
Pring Turner Capital Group Inc 8
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 8
Lazard Freres Gestion S.A.S. 8
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 8
Quantum Capital Management, LLC / NJ 8
Wellesley Asset Management 8
Dividend Builder Portfolio 8
Platinum Investment Management Ltd 8
Lipe & Dalton 8
New England Private Wealth Advisors LLC 8
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 8
Oppenheimer & Close, LLC 8
Wimmer Associates 1, Llc 8
Large-cap Value Portfolio 8
Ewa, Llc 8
RBB FUND, INC. - Aquarius International Fund 8
Bloom Tree Partners, Llc 8
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 8
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 8
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 8
FCSSX - FIDELITY OXFORD STREET TRUST - Fidelity Series Commodity Strategy Fund 8
Guardian Point Capital, Lp 8
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 8
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 8
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 8
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 8
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 8
UMNIX - LAZARD FUNDS INC - Lazard US Short Duration Fixed Income Portfolio Institutional Shares 8
ZPR Investment Management 8
Oppenheimer Corporate Bond Fund 8
Duquesne Family Office LLC 8
Strategic Investment Management, Llc 8
Bronson Point Management LLC 8
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 8
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 8
GRRIX - SARATOGA ADVANTAGE TRUST - James Alpha Macro Portfolio Class I Shares 8
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 8
Carleon Capital Partners LLC 8
Black Maple Capital Management LP 8
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 8
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 8
denkapparat Operations GmbH 8
Broadway Wealth Solutions, Inc. 8
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 8
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 8
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 8
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 8
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 8
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 8
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 8
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 8
Wisconsin Capital Management Llc 7
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 7
MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A 7
Worth Venture Partners, LLC 7
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 7
RSST - Tidal Trust II - Return Stacked(R) U.S. Stocks & Managed Futures ETF 7
Roof Eidam & Maycock/adv 7
American Fidelity Dual Strategy Fund Inc 7
Autus Asset Management, LLC 7
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares 7
Vantage Investment Partners, LLC 7
Greatmark Investment Partners, Inc. 7
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 7
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 7
Goldstream Capital Management Ltd 7
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 7
Oak Asset Management, LLC 7
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 7
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 7
Nauset Wealth Management. LLC 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 7
MidAtlantic Capital Management, Inc. 7
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 7
Umpqua Bank 7
Braver Wealth Management, LLC 7
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 7
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 7
RiverGlades Family Offices LLC 7
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 7
Nuveen Equity Premium Opportunity Fund 7
Riverview Capital Advisers, LLC 7
Vantis Investment Advisers L.P. 7
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 7
PIMCO FUNDS - PIMCO Mortgage and Short-Term Investments Portfolio 7
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 7
Legacy Capital Partners, Inc. 7
Wealthshield, Llc 7
BOCHK Asset Management Ltd 7
Blue Pool Management Ltd. 7
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 7
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 7
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 7
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 7
Elyxium Wealth, LLC 7
First Houston Capital, Inc. 7
Stiles Financial Services Inc 7
Virtus Total Return Fund Inc. 7
Asset Planning,Inc 7
Commons Capital, Llc 7
Huber Capital Management LLC 7
Buckingham Capital Management, Inc. 7
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 7
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 7
Madison Investment Advisors, LLC 7
Wealth Effects Llc 7
Diversified Portfolios, Inc. 7
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 7
Martin Capital Advisors, LLP 7
Lloyd Park, LLC 7
Ws Management Lllp 7
Primoris Wealth Advisors, Llc 7
Hedges Asset Management LLC 7
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R 7
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 7
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 7
Warren Street Wealth Advisors, LLC 7
Wiser Advisor Group LLC 7
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 7
Prosperity Financial Group, Inc. 7
Heartwood Wealth Advisors LLC 7
Vantage Financial Partners Ltd., Inc. 7
Windsor Financial Group Llc 7
Invictus Private Wealth, Llc 7
B&l Asset Management Llc 7
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 7
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 7
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 7
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 7
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 7
Capital Insight Partners, Llc 7
CastleArk Alternatives, LLC 7
Guggenheim Credit Allocation Fund 7
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 7
Abc Arbitrage Sa 7
Ycg, Llc 7
Balter Liquid Alternatives, LLC 7
Taylor Wealth Management Partners 7
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 7
Euro Pacific Asset Management, LLC 7
Saxony Capital Management, LLC 7
Keystone Financial Services 7
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 7
Inverness Investment Group, LLC 7
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 7
Stratton Management Co 7
Disciplined Equity Management, Inc. 7
Independent Investors Inc 7
Palisades Hudson Asset Management, L.P. 7
Peterson Wealth Services 7
Aurora Financial Advisors, Llc 7
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 7
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 7
TD Ameritrade Trust Co 7
WLTH - NORTHERN LIGHTS FUND TRUST II - LifeGoal Wealth Builder ETF 7
Courage Capital Management Llc 7
Hardin Capital Partners, LLC 7
Duncan Williams Asset Management, LLC 7
TruWealth Advisors, LLC 7
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 7
Yong Rong (HK) Asset Management Ltd 7
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 7
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 7
Werba Rubin Papier Wealth Management 7
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 7
Longview Financial Advisors LLC 7
Mfs Intermarket Income Trust I 7
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 7
Repertoire Partners LP 7
Ninety One North America, Inc. 7
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A 7
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 7
CFVLX - COMMERCE FUNDS - The Value Fund Shares 7
Lodestar Private Asset Management Llc 7
Hall Capital Management Co Inc 7
Madison Covered Call & Equity Strategy Fund 7
Leeward Financial Partners, LLC 7
Family Legacy Financial Solutions, LLC 7
Duff & Phelps Investment Management Co 7
Parker Investment Management, LLC 7
Summit Wealth Group, LLC 7
Crumly & Associates Inc. 7
BKA Wealth Consulting, Inc. 7
Amplify Investments, Llc 7
Outfitter Advisors, Ltd. 7
Cascadia Advisory Services, LLC 7
ADVANCED SERIES TRUST - AST Bond Portfolio 2027 7
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 7
Mattern Wealth Management LLC 7
Chescapmanager LLC 7
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 7
PM CAPITAL Ltd 7
Bank of Marin 7
Atlantic Private Wealth, LLC 7
Heritage Family Offices, LLP 7
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 7
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 7
SMIFX - VALUED ADVISERS TRUST - Sound Mind Investing Fund 7
Masters Capital Management Llc 7
Deuterium Capital Management, LLC 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 7
Staar Investment Trust 7
Monticello Wealth Management, Llc 7
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 7
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 7
Gemsstock Ltd. 7
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 7
Armor Advisors, L.l.c. 7
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 7
Evelyn Partners Investment Management (Europe) Ltd 7
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 7
Swiss Helvetia Fund, Inc. 7
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 7
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF 7
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 7
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 7
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 7
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 7
Thornburg Income Builder Opportunities Trust 7
Fenimore Asset Management Inc 7
Roberts Capital Advisors, LLC 7
Upper Left Wealth Management, LLC 7
Parr Mcknight Wealth Management Group, Llc 7
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 7
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 7
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 7
Christopher J. Hasenberg, Inc 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 7
EMG Holdings, L.P. 7
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 7
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 7
Board of Trustees of The Leland Stanford Junior University 7
Ullmann Financial Group, Inc. 7
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 7
Benchmark Financial Wealth Advisors, LLC 7
Petros Family Wealth, LLC 7
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 7
EMC Capital Management 7
Gf Fund Management Co. Ltd. 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 7
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 7
Century Capital Management, LLC 7
2Xideas AG 7
Hitchwood Capital Management LP 7
Red Rocks Capital LLC 7
New Mountain Vantage Advisers, L.l.c. 7
HSBC FUNDS - HSBC Strategic Income Fund Class A 7
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 7
Kraematon Investment Advisors, Inc 7
Thrivent Core Funds - Thrivent Core International Equity Fund 7
Carderock Capital Management Inc 7
Napatree Capital Llc 7
Innova Wealth Partners 7
ARS Wealth Advisors Group, LLC 7
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 7
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES 7
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 7
5T Wealth, LLC 7
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 7
Polen Capital Management Llc 7
Capital Advantage, Inc. 7
Lafayette Investments, Inc. 7
Compass Planning Associates Inc 7
Essex LLC 7
Corvex Management LP 7
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 7
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 7
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 7
City National Bank Of Florida /msd 7
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 7
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 7
CR Intrinsic Investors, LLC 7
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 7
Fiduciary Services Corp/ga 7
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 7
Tandem Investment Advisors, Inc. 7
PLAT - WisdomTree Trust - WisdomTree Modern Tech Platforms Fund N/A 7
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 7
FrontFour Capital Group LLC 7
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 7
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 7
Strategic Wealth Management Group, LLC 7
Clovis Capital Management Lp 7
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 7
Valiant Capital Management, L.P. 7
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 7
Systelligence, LLC 7
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 7
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 7
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 7
United Bank 7
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 7
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 7
Key Group Holdings (cayman), Ltd. 7
Mosley Wealth Management 7
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 7
BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF 7
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 7
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 7
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 7
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 7
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 7
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 7
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 7
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 7
PMC FIG Opportunities LLC 7
Tiff Advisory Services Inc 7
New Capital Management LP 7
Sarofim Fayez 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 7
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 7
Hillcrest Wealth Advisors - NY, LLC 7
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 7
Arvest Investments, Inc. 7
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 7
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 7
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 7
Franklin, Parlapiano, Turner & Welch, LLC 7
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 7
Ardevora Asset Management LLP 7
Logan Stone Capital, LLC 7
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 7
Traverso Chambers Private Wealth Management, LLC 7
DLK Investment Management, LLC 7
Sharper & Granite LLC 7
Fortress Wealth Group, LLC 7
Knott David M 7
TT International Asset Management LTD 7
Shannon River Fund Management LLC 7
Watermark Asset Management, Inc. 7
Cullen Capital Management, LLC 7
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 7
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 7
PVG Asset Management 7
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 7
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 7
Mitchell & Pahl Private Wealth, Llc 7
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 7
DCRE - DoubleLine ETF Trust - DoubleLine Commercial Real Estate ETF 7
Cloverfields Capital Group, Lp 7
Vision Capital Management, Inc. 7
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 7
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 7
FundX Investment Group, LLC 7
Sterling Investment Counsel, LLC 7
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 7
Torno Capital, Llc 7
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 7
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 7
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 7
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 7
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 7
Gibraltar Capital Management, Inc. 7
Cedrus LLC 7
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 7
Artal Group S.A. 7
Massachusetts Mutual Life Insurance Co 7
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 7
Ascendant Capital Management, LLC 7
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 7
All Season Financial Advisors, Inc. 7
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 7
ANFLX - Angel Oak Funds Trust - Angel Oak Financials Income Fund Class A 7
Benson Investment Management Company, Inc. 7
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 7
Poplar Forest Capital LLC 7
WNY Asset Management, LLC 7
Account Management LLC 7
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 7
Sparta 24 Ltd. 7
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 7
Sawyer & Company, Inc 7
Waterway Wealth Management, LLC 7
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 7
Warther Private Wealth, LLC 7
Evermore Global Advisors, LLC 7
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 7
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 7
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 7
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 7
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 7
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 7
Haverford Financial Services, Inc. 7
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 7
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 7
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 7
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 7
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 7
Wilks Brothers, LLC 7
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 7
GoodHaven Capital Management, LLC 7
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 7
Campbell Wealth Management 7
Crescent Park Management, L.P. 7
Clark Asset Management, LLC 7
BlackRock Private Investments Fund 7
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 7
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class 7
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 7
MDCEX - Starboard Investment Trust - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares 7
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 7
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 7
RUFF - ETF Opportunities Trust - Alpha Dog ETF 7
Schafer Cullen Capital Management Inc 7
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 7
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 7
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 7
Kleinwort Benson Investors Dublin Ltd 7
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares 7
Strategic Advocates LLC 7
Levitt Capital Management LLC 7
Inherent Group, Lp 7
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 7
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 7
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 7
Perpetual Investment Management Ltd 7
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 7
Rain Capital Management, LLC 7
Private Advisors, LLC 7
Campbell Capital Management Inc 7
Paradigm, Strategies in Wealth Management, LLC 7
Stonebridge Wealth Management, LLC 7
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 7
4wealth Advisors, Inc. 7
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 7
Amida Capital Management II, LLC 7
Atika Capital Management LLC 7
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 7
Cornerstone Management, Inc. 7
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 7
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 7
Alpha Family Trust 7
Edgewood Management Llc 7
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 7
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 7
Sava Infond d.o.o. 7
Paragon Capital Management LLC 7
Financial Strategy Network, LLC 7
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 7
Omni Partners Llp 7
Peak Capital Management Llc 7
ERn Financial, LLC 7
O'Brien Greene & Co. Inc 7
Sassicaia Capital Advisers Llc 7
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 7
FourWorld Capital Management LLC 7
Gabelli Global Utility & Income Trust 7
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 7
Eaton Vance Enhanced Equity Income Fund Ii 7
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 7
Cantor Fitzgerald Investment Adviser L.p. 7
Gillespie Robinson & Grimm Inc 7
Provident Investment Management, Inc. 7
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 7
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 7
True Vision MN LLC 7
NovaPoint Capital, LLC 7
Plan Group Financial, LLC 7
Siena Capital Llc 7
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 7
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 7
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 7
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 7
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 7
Argentarii, LLC 7
Am Investment Strategies Llc 7
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 7
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 7
Capital Advisors Wealth Management, LLC 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 7
Agran Libbie 7
Tower Wealth Partners, Inc. 7
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 7
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 7
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 7
KKM Financial LLC 7
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A 7
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 7
Schooner Investment Group, LLC. 7
Ccg Wealth Management, Llc 7
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 7
Key Client Fiduciary Advisors, LLC 7
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 7
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 7
Madison Street Partners, LLC 7
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 7
Summit Asset Management, LLC 7
Providence First Trust Co 7
Geneva Capital Management Llc 7
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 7
British Airways Pensions Investment Management Ltd 7
Family Wealth Group, LLC 7
FS Series Trust - FS Market Neutral Fund Class I 7
Edge Financial Advisors LLC 7
Partner Investment Management, L.P. 7
PACIFIC SELECT FUND - Comstock Portfolio Class I 7
Good Steward Wealth Advisors,LLC 7
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 7
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 7
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 7
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 7
Peak Asset Management, LLC 7
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 7
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 7
Majedie Asset Management Ltd 7
CloudAlpha Capital Management Limited/Hong Kong 7
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 7
TradeLink Capital LLC 7
Vontobel Swiss Wealth Advisors AG 7
Alpine Total Dynamic Dividend Fund 7
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 7
VKMGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Quality Income Fund CLASS A 7
Boyar Asset Management Inc. 7
Finer Wealth Management, Inc. 7
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 7
JRM Investment Counsel, LLC 7
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 7
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 7
Monterey Private Wealth, Inc. 7
WHV Investments, Inc. 7
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 7
Employers Holdings, Inc. 7
Veritas Investment Partners (UK) Ltd. 7
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 7
Jacobsen Capital Management 7
Huntleigh Advisors, Inc. 7
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 7
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 7
Total Wealth Planning & Management, Inc. 7
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 7
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 7
Morgan Stanley Income Securities Inc 7
Barlow Wealth Partners, Inc. 7
Oakwood Capital Management Llc/ca 7
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 7
Live Oak Investment Partners 7
Lorber David A 7
Pioneer Diversified High Income Trust 7
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 7
Berkeley, Inc 7
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 7
Limestone Investment Advisors LP 7
ARS Wealth Advisors, LLC 7
Marest Capital, LLC 7
Northstar Investment Advisors Llc 7
Taurus Asset Management, Llc 7
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 7
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 7
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 7
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 7
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 7
Oppenheimer Discovery Fund 7
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 7
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 7
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 7
Corundum Group, Inc. 7
BancorpSouth Inc 7
Marathon Capital Management 7
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 7
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 7
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 7
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 7
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 7
Alpha Financial Partners, LLC 7
Marietta Investment Partners Llc 7
Cooperatieve Rabobank U.A. 7
Astor Investment Management LLC 7
Bensler, LLC 7
Comprehensive Money Management Services LLC 7
Wallington Asset Management, LLC 7
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 7
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 7
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 7
Laurel Grove Capital, LLC 7
Alliance Wealth Advisors, LLC 7
Fruth Investment Management 7
St. Louis Trust Co 7
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 7
Palladiem, Llc 7
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 7
Quantum Private Wealth, LLC 7
Epiphany Funds 7
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 7
Three Peaks Capital Management, LLC 7
Peachtree Investment Advisors, Inc. 7
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 7
Muzinich & Co., Inc. 7
Geier Asset Management, Inc. 7
Aberdeen Global Income Fund Inc 7
Sage Private Wealth Group, Llc 7
HNASX - HOMESTEAD FUNDS INC - Growth Fund 7
Heritage Wealth Management, Inc. 7
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 7
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 7
JMG Financial Group, Ltd. 7
Mark Morris Et Al 7
Family Capital Trust Co 7
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 7
Left Brain Wealth Management, LLC 7
Financial Consulate, Inc 7
Courage Miller Partners, LLC 7
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 7
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 7
Andina Capital Management, LLC 7
Argentiere Capital Ag 7
Adams Asset Advisors, LLC 7
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 7
OMNI 360 Wealth, Inc. 7
Opinicus Capital, Inc. 7
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 7
Roanoke Asset Management Corp/ Ny 7
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 7
Cushing Capital Partners, LLC 7
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 7
RFG - Bristol Wealth Advisors, LLC 7
Conquis Financial Llc 7
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 7
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 7
Hamilton Lane Advisors Llc 7
NDVR, Inc. 7
Randolph Co Inc 7
Atlas Financial Advisors, Inc. 7
Wealth Dimensions Group, Ltd. 7
Gs Investments, Inc. 7
Lederer & Associates Investment Counsel/ca 7
Selway Asset Management 7
North Dallas Bank & Trust Co 7
Cardinal Point Capital Management, ULC 7
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 7
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 7
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 7
Birchcreek Wealth Management, LLC 7
Dudley Capital Management, Llc 7
Coronation Asset Management (Pty) Ltd. 7
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 7
Vantage Point Financial LLC 7
PENN SERIES FUNDS INC - Large Core Value Fund 7
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 7
Bain Capital Public Equity, LP 7
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 7
Hermes Investment Management Ltd 7
Mitchell Sinkler & Starr/pa 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 7
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 7
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 7
Wynn Capital, LLC 7
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 7
Retirement Income Solutions, Inc 7
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 7
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 7
Keeler THomas Management LLC 7
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 7
Secured Retirement Advisors, Llc 7
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 7
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 7
Godshalk Welsh Capital Management, Inc. 7
Anthracite Investment Company, Inc. 7
Securian Funds Trust - SFT T. Rowe Price Value Fund 7
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 7
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 7
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 7
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 7
First National Bank of Mount Dora, Trust Investment Services 7
Gratus Wealth Advisors, LLC 7
Wealthquest Corp 7
Bigelow Investment Advisors, LLC 7
Goldstein Munger & Associates 7
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 7
Northstar Advisory Group, LLC 7
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 7
Commonwealth Opportunity Capital Gp Llc 7
Bbjs Financial Advisors, Llc 7
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 7
Smithbridge Asset Management Inc/de 7
Values First Advisors, Inc. 7
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 7
Neuberger Berman High Yield Strategies Fund Inc. 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 7
Nuveen Quality Preferred Income Fund 3 7
Centre Asset Management, LLC 7
Quintium Advisors, LLC 7
Horizons Wealth Management 7
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 7
Putnam Voyager Fund 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 7
Folger Nolan Fleming Douglas Capital Management, Inc 7
Portland Investment Counsel Inc. 7
Salvus Wealth Management, LLC 7
Prevail Innovative Wealth Advisors, Llc 7
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 7
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 7
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 7
Engine Capital Management, LP 7
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 7
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 7
Security Financial Services, INC. 7
Oppenheimer Series Fund 7
Kassirer Asset Management Corp 7
Eisler Capital (US) LLC 7
Eton Park Capital Management, L.P. 7
Investment Counselors Of Maryland Llc 7
FolioMetrix LLC 7
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class 7
Oregon Pacific Wealth Management, LLC 7
LSHAX - KINETICS MUTUAL FUNDS INC - Kinetics Spin-Off and Corporate Restructuring Fund Advisor Class A 7
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 7
Sarasin & Partners LLP 7
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 7
Valley Forge Asset Management, Llc 7
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 7
Winchester Group Inc. 7
Kavar Capital Partners Group, Llc 7
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 7
SS&H Financial Advisors, Inc. 7
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 7
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 7
S. R. Schill & Associates 7
Sovarnum Capital L.p. 7
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 7
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 7
Manhattan West Asset Management, LLC 7
Cornerstone Capital, Inc. 7
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 7
Verus Financial Partners, Inc. 7
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 7
PFM Health Sciences, LP 7
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 7
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 7
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 7
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 7
KPP Advisory Services LLC 7
CMF - iSHARES TRUST - iShares California Muni Bond ETF 7
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 7
Sona Asset Management (us) Llc 7
Capricorn Fund Managers Ltd 7
Bard Associates Inc 7
W Advisors, Llc 7
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 7
KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio 7
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 7
Greenlight Capital Inc 7
Caldwell Investment Management Ltd. 7
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 6
LINVGR - First Investors Life Series Funds - First Investors Life Series Investment Grade Fund 6
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 6
Foguth Wealth Management, LLC. 6
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I 6
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 6
HMI Capital Management, L.P. 6
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 6
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 6
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 6
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 6
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 6
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 6
Pullen Investment Management, LLC 6
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 6
49 Wealth Management, Llc 6
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 6
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 6
Novak & Powell Financial Services, Inc. 6
Sunpointe, LLC 6
Curian Series Trust 6
Wealth Group, Ltd. 6
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 6
Destra Investment Trust Ii 6
Bluepoint Investment Series Trust 6
Rothschild & Co Wealth Management UK Ltd 6
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 6
Cornerstone Capital Management Llc 6
III Capital Management 6
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 6
O'Keefe Stevens Advisory, Inc. 6
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 6
Prairie Wealth Advisors, Inc. 6
Private Capital Management Llc 6
Watts Gwilliam & Co., LLC 6
Eagle Boston Investment Management Inc 6
Enterprise Bank & Trust Co 6
Jupiter Wealth Management LLC 6
Weaver Capital Management LLC 6
Trinity Legacy Partners, LLC 6
Peachtree Investment Partners, LLC 6
D1 Capital Partners L.P. 6
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 6
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 6
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 6
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 6
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 6
Keynote Financial Services Llc 6
Great Point Wealth Advisors, LLC 6
Inspire Trust Co, N.a. 6
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 6
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 6
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 6
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 6
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND 6
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 6
MA Private Wealth 6
Concentrum Wealth Management 6
Brooks, Moore & Associates, Inc. 6
Sharp Financial Services, LLC 6
Valtinson Bruner Financial Planning LLC 6
Ocean Capital Management, LLC 6
MACRO Consulting Group 6
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 6
Titan Capital Management, LLC /CA 6
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 6
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 6
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 6
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 6
Dynamic Wealth Strategies, LLC 6
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 6
EnRich Financial Partners LLC 6
German American Bancorp, Inc. 6
Cognios Beta Neutral Large Cap Fund, Lp 6
J. L. Bainbridge & Co., Inc. 6
Brass Tax Wealth Management, Inc 6
Mirae Asset Securities (usa) Inc. 6
Cynosure Advisors, Llc 6
Morton Community Bank 6
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 6
Kerusso Capital Management LLC 6
Ehrlich Financial Group 6
Rice Partnership, LLC 6
Pelham Global Financials Ltd 6
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 6
Cornell Pochily Investment Advisors, Inc. 6
Main Management ETF Advisors, LLC 6
Resource Management, LLC 6
Canal Insurance CO 6
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 6
SCEC - Capitol Series Trust - Sterling Capital Enhanced Core Bond ETF 6
Fort Baker Capital Management LP 6
Divergent Wealth Advisors, Llc 6
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 6
Alphinity Investment Management Pty Ltd 6
Skye Global Management LP 6
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 6
Central Valley Advisors, Llc 6
BayBridge Capital Group, LLC 6
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 6
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 6
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 6
Ballast, Inc. 6
Nan Shan Life Insurance Co., Ltd. 6
ARGFX - ARIEL INVESTMENT TRUST - Ariel Fund Investor Class 6
Discipline Wealth Solutions, LLC 6
Eldridge Investment Advisors, Inc. 6
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 6
Vestpro Financial Partners, Inc. Dba Cpf Texas 6
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 6
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 6
Successful Portfolios LLC 6
AMS Capital Ltda 6
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 6
Wealth Advisors of Tampa Bay, LLC 6
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 6
1607 Capital Partners, LLC 6
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 6
Virtus Total Return Fund 6
PENN SERIES FUNDS INC - Large Cap Value Fund 6
Marketocracy Funds 6
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 6
Accident Compensation Corp 6
BlackRock Funds V - BlackRock U.S. Government Bond Portfolio Investor A Shares 6
BlackRock Variable Series Funds II, Inc. - BlackRock U.S. Government Bond V.I. Fund Class I 6
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 6
NCP Inc. 6
Bowen Hanes & Co Inc 6
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 6
Summit Wealth Partners, LLC 6
DBSCX - DoubleLine Funds Trust - Doubleline Selective Credit Fund Class I 6
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 6
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 6
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 6
Paragon Capital Management Inc 6
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 6
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 6
JSRAX - JPMorgan Trust I - JPMorgan SmartRetirement Income Fund Class A 6
JACSX - JPMorgan Trust I - JPMorgan SmartRetirement Blend 2060 Fund Class I 6
JMSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2045 Fund Class I 6
SRJAX - JPMorgan Trust I - JPMorgan SmartRetirement 2035 Fund Class A 6
DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C 6
JAKAX - JPMorgan Trust I - JPMorgan SmartRetirement 2060 Fund Class A 6
JFFAX - JPMorgan Trust I - JPMorgan SmartRetirement 2055 Fund Class A 6
JTTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2020 Fund Class A 6
JNSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2025 Fund Class A 6
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 6
JPTBX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2055 Fund Class I 6
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 6
JOBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2040 Fund Class I 6
JTSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2050 Fund Class A 6
SMTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund Class A 6
JNEAX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2050 Fund Class I 6
JSMAX - JPMorgan Trust I - JPMorgan SmartRetirement 2030 Fund Class A 6
Dreyfus Institutional Reserves Funds 6
South Street Advisors LLC 6
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 6
Western Asset Middle Market Income Fund Inc. 6
Falcon Edge Capital, LP 6
Code Waechter LLC 6
China Fund Inc 6
MFSB - MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF 6
Patrick M Sweeney & Associates, Inc 6
BluePointe Capital Management, LLC 6
CWC Advisors, LLC. 6
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 6
Goldstone Financial Group, LLC 6
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 6
AJOVista, LLC 6
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 6
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 6
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 6
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 6
Tiger Management L.l.c. 6
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 6
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 6
Tax-managed Global Small-cap Portfolio 6
Oppenheimer Discovery Mid Cap Growth Fund 6
Blake Schutter Theil Wealth Advisors, LLC 6
Beckerman Institutional, LLC 6
VCI Wealth Management LLC 6
Advent/claymore Enhanced Growth & Income Fund 6
EdgePoint Investment Group Inc. 6
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 6
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 6
Para Advisors Llc 6
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 6
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 6
Multisector Income Portfolio 6
Skyline Asset Management Lp 6
Avenue Income Credit Strategies Fund 6
Kennebec Savings Bank 6
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 6
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 6
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A 6
Proactive Wealth Strategies LLC 6
Canandaigua National Trust Co of Florida 6
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 6
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 6
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 6
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 6
GOODX - GoodHaven Funds Trust - GoodHaven Fund 6
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 6
Western Asset/claymore Inflation-linked Securities & Income Fund 6
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 6
Pioneer Floating Rate Trust 6
Elios Financial Group Inc. 6
Mindset Wealth Management, Llc 6
Guggenheim Taxable Municipal Managed Duration Trust 6
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 6
Brophy Wealth Management, LLC 6
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II 6
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 6
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 6
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF 6
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 6
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 6
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 6
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A 6
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 6
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 6
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 6
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 6
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 6
PWREX - PIONEER REAL ESTATE SHARES - Pioneer Real Estate Shares : Class A 6
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 6
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 6
Capital Management Associates, Inc 6
John Hancock Collateral Trust - John Hancock Collateral Trust 6
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 6
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 6
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 6
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 6
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 6
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 6
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 6
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 6
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 6
Glenhill Advisors Llc 6
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 6
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 6
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 6
Hutchens Investment Management Inc 6
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 6
American Funds Fundamental Investors 6
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 6
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 6
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 6
Forbes J M & Co Llp 6
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 6
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 6
Gabelli Go Anywhere Trust 6
GPGCX - Grandeur Peak Global Trust - Grandeur Peak Global Contrarian Fund Institutional Class 6
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 6
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 6
Mcmillion Capital Management Inc 6
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 6
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 6
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 6
Redwood Financial Network Corp 6
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 6
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 6
Dreyfus Treasury & Agency Cash Management 6
Amici Capital, LLC 6
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 6
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 6
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 6
Hightower 6M Holding, LLC 6
Board of the Pension Protection Fund 6
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 6
Sage Investment Advisers LLC 6
Welch Capital Partners Llc/ny 6
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I 6
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 6
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
Endeavor Private Wealth, Inc. 6
MFA Wealth Services 6
Franklin Universal Trust 6
Oppenheimer Capital Appreciation Fund 6
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 6
Arlington Financial Advisors, LLC 6
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 6
Kaufman Rossin Wealth, LLC 6
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 6
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 6
Sylvest Advisors, LLC 6
Avantra Family Wealth, Inc. 6
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 6
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 6
Fintrust Investment Advisory Services, Llc 6
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 6
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I 6
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 6
Mitsubishi UFJ Asset Management (UK) Ltd. 6
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 6
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 6
Conservest Capital Advisors, Inc. 6
KLCM Advisors, Inc. 6
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 6
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 6
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 6
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 6
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 6
Ursa Fund Management, LLC 6
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 6
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 6
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 6
Access Financial Services, Inc. 6
New Perspective Fund 6
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND 6
PagnatoKarp Partners LLC 6
Osmium Partners, LLC 6
Cider Mill Investments LP 6
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 6
Manteio Capital LLC 6
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 6
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 6
Silvia Mccoll Wealth Management, Llc 6
Hudson Way Capital Management LLC 6
Woodson Capital Management, LP 6
Puff Wealth Management, Llc 6
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 6
Grand Jean Capital Management Inc 6
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 6
Greytown Advisors Inc. 6
Gainplan LLC 6
VCFAX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class A 6
Capital & Planning, Llc 6
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares 6
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C 6
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 6
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 6
Midwest Capital Advisors, LLC 6
Rubric Capital Management LP 6
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 6
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 6
Magnolia Private Wealth, LLC 6
Illumine Investment Management, LLC 6
ANTIPODES PARTNERS Ltd 6
Dfa Investment Trust Co - The Continental Small Company Series 6
Bravias Capital Group, LLC 6
Quad Capital Management Advisors LLC 6
Claris Financial LLC 6
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 6
Fund Evaluation Group, LLC 6
Insight Inv LLC 6
Dfa Investment Trust Co - The Emerging Markets Series 6
Generali Investments CEE, investicni spolecnost, a.s. 6
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 6
Ignis Investment Services Ltd 6
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 6
Northeast Financial Group, Inc. 6
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 6
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 6
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 6
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 6
Cobble Hill Financial Services, INC 6
Burkehill Global Management, LP 6
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 6
Stockman Wealth Management, Inc. 6
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares 6
Valley National Bancorp 6
Cohen & Steers Capital Management Inc 6
Elevatus Welath Management 6
Poinciana Advisors Group, Llc 6
Efg Capital International Corp. 6
Md Sass Investors Services Inc 6
NS Partners Ltd 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 6
Dempze Nancy E 6
Rosenblum Silverman Sutton S F Inc /ca 6
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 6
Southport Management, L.l.c. 6
Covalent Partners LLC 6
Reliant Investment Management, LLC 6
Grace Capital 6
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 6
P.a.w. Capital Corp 6
Nuance Investments, Llc 6
Strategies Wealth Advisors, LLC 6
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 6
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 6
Sand Grove Capital Management LLP 6
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 6
Sweeney & Michel, Llc 6
Credit Capital Investments LLC 6
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 6
Consolidated Press International Holdings Ltd 6
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 6
Svenska Handelsbanken AB (publ) 6
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 6
May Hill Capital, LLC 6
Disciplined Investors, L.L.C. 6
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 6
Samson Rock Capital LLP 6
Panning Capital Management, LP 6
Ratan Capital Management LP 6
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 6
Rodgers Brothers Inc. 6
Hefty Wealth Partners 6
Teewinot Capital Advisers, L.L.C. 6
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 6
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 6
Dragoneer Investment Group, LLC 6
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 6
Pilgrim Partners Asia Pte Ltd 6
WorthPointe, LLC 6
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 6
Centaur Capital Partners, L.P. 6
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 6
Generation Capital Management LLC 6
Tegean Capital Management, Llc 6
Crux Wealth Advisors 6
Pomelo Capital LLC 6
Incline Global Management LLC 6
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 6
Entruity Wealth, LLC 6
Advanced Portfolio Management, LLC 6
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 6
Palestra Capital Management LLC 6
Asset Management Group, Inc. 6
Harvest Investment Advisors, LLC 6
Peoples Bank /oh 6
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 6
Cfs, Llc 6
DVY - iSHARES TRUST - iShares Select Dividend ETF 6
Telemark Asset Management, LLC 6
Giverny Capital Inc. 6
Granite Point Capital Management, L.P. 6
Bolton Lp 6
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 6
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 6
Greenspring Advisors, LLC 6
Davis Capital Partners, Llc 6
Marketfield Asset Management LLC 6
Ffg Retirement Advisors Llc 6
Blue Clay Capital Management, LLC 6
Rovida Advisors Inc. 6
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 6
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 6
M. Kulyk & Associates, LLC 6
Blue Capital, Inc. 6
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 6
Taylor, Cottrill, Erickson & Associates, Inc. 6
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 6
XT - iSHARES TRUST - iShares Exponential Technologies ETF 6
Tilden Park Management I LLC 6
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 6
Hefren-Tillotson, Inc. 6
Ashburton (Jersey) Ltd 6
Confluence Wealth Management LLC 6
Fairfax Financial Holdings Ltd/ Can 6
Shellback Capital, LP 6
Kiltearn Partners LLP 6
McCarthy Grittinger Financial Group, LLC 6
Tiger Legatus Capital Management, LLC 6
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 6
Peak Financial Management, Inc. 6
Brooklands Fund Management Ltd 6
Orgel Wealth Management, LLC 6
Sunnymeath Asset Management, Inc. 6
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 6
Edmonds Duncan Registered Investment Advisors, LLC 6
Portolan Capital Management, LLC 6
Flagship Private Wealth, LLC 6
Cura Wealth Advisors, Llc 6
Landmark Investment Partners, L.p. 6
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 6
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 6
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 6
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 6
Persistent Asset Partners Ltd 6
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 6
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 6
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 6
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 6
Portola Group Inc /ca 6
Pennington Partners & Co., Llc 6
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 6
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 6
Trust & Fiduciary Management Services Inc 6
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 6
Parvin Asset Management, LLC 6
Pecaut & Co. 6
Tradition Capital Management Llc 6
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 6
Davidson Kahn Capital Management, LLC 6
Argent Trust Company, N.a. 6
Mason Hill Advisors Llc 6
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 6
Platte River Capital LLC 6
Covey Capital Advisors, LLC 6
Weatherstone Capital Management 6
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class 6
10-15 Associates, Inc. 6
Archon Partners LLC 6
First Trust Bank, Ltd. 6
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 6
Odey Holdings AG 6
Somerville Kurt F 6
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 6
American Capital Management Inc 6
TB Alternative Assets Ltd. 6
Sunbeam Capital Management, LLC 6
Mcrae Capital Management Inc 6
Signature Financial Management, Inc. 6
John G Ullman & Associates Inc 6
Guinness Atkinson Asset Management Inc 6
Btr Capital Management Inc 6
Sound Shore Management Inc /ct/ 6
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 6
Stratford Consulting, LLC 6
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 6
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 6
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A 6
IGDAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Gold & Precious Metals Fund Class A 6
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 6
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 6
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 6
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 6
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 6
NewFocus Financial Group, LLC 6
BBT Capital Management, LLC 6
BRCAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Balanced-Risk Commodity Strategy Fund Class A 6
Private Harbour Investment Management & Counsel, LLC 6
Adirondack Funds 6
Washburn Capital Management, Inc. 6
Silicon Hills Wealth Management, LLC 6
Rebalance, Llc 6
Lineweaver Wealth Advisors, LLC 6
Hamel Associates, Inc. 6
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 6
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 6
First Citizens Financial Corp 6
Rosenbaum Jay D. 6
Nexus Investment Management ULC 6
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 6
Community Bank & Trust, Waco, Texas 6
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 6
Parkside Advisors LLC 6
Tandem Wealth Advisors LLC 6
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 6
Woodstock Corp 6
Newman Dignan & Sheerar, Inc. 6
Norman Fields, Gottscho Capital Management, LLC 6
Lincoln Capital LLC 6
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 6
Hamlin Capital Management, LLC 6
Catawba Capital Management /va 6
FHPFX - FIDELITY ADVISOR SERIES II - Fidelity Series Investment Grade Securitized Fund 6
Consolidated Investment Group LLC 6
Atlas Brown,Inc. 6
Rice Hall James & Associates, Llc 6
Independence Trust CO 6
Kraft, Davis & Associates, LLC 6
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF 6
Summit Financial Strategies, Inc. 6
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 6
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 6
AlphaQ Advisors LLC 6
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 6
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares 6
Greenhaven Associates Inc 6
Colrain Capital Llc 6
Nwi Management Lp 6
BCS Private Wealth Management, Inc. 6
CXI Advisors 6
American Investment Services, Inc. 6
Pettyjohn, Wood & White, Inc 6
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 6
JHL Capital Group LLC 6
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 6
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 6
Paragon Associates & Paragon Associates Ii Joint Venture 6
Lucas Capital Management 6
Pacific Financial Group Inc 6
Murphy Pohlad Asset Management LLC 6
Millie Capital Management, Llc 6
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 6
KM Capital Management Ltd. 6
Dock Street Asset Management Inc 6
Douglas C. Lane & Associates, Inc. 6
Russell Clark Investment Management Ltd 6
Westwood Management Corp /il/ 6
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 6
Northstar Financial Companies, Inc. 6
VSSVX - VALIC Co I - Small Cap Special Values Fund 6
Tableaux Llc 6
VSSGX - VALIC Co I - Small-Mid Growth Fund 6
Goodman Financial Corp 6
Rexford Capital Inc 6
APBDX - Cavanal Hill Funds - Bond Fund Investor 6
DSG Capital Advisors, LLC 6
McLean Asset Management Corp 6
Quadrant Capital Management, LLC 6
Portland Global Advisors LLC 6
M1 Capital Management LLC 6
Callahan Advisors, LLC 6
Flow State Investments, L.P. 6
Locust Wood Capital Advisers, LLC 6
Sonoma Private Wealth LLC 6
Nbw Capital Llc 6
Worth Financial Advisory Group, LLC 6
Hokanson Associates, Inc. 6
Macguire, Cheswick & Tuttle Investment Counsel Llc 6
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 6
VACVX - VALIC Co II - Large Cap Value Fund 6
KFA Private Wealth Group, LLC 6
Lesa Sroufe & Co 6
Cortland Associates Inc/mo 6
Clifford Group, LLC 6
Financial Advisory Corp /ut/ /adv 6
Benedict Financial Advisors Inc 6
Pettee Investors, Inc. 6
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 6
Caxton Corp 6
Pineno Levin & Ford Asset Management, Inc. 6
Red Lighthouse Investment Management, Llc 6
Zevin Asset Management Llc 6
Connective Capital Management, LLC 6
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 6
Argonautica Private Wealth Management, Inc 6
Supplemental Annuity Collective Trust of NJ 6
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 6
Tanaka Capital Management Inc 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 6
Napier Park Global Capital (US) LP 6
Financial & Tax Architects, LLC 6
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 6
Trail Ridge Investment Advisors, LLC 6
Academy Capital Management Inc/tx 6
CPR Investments Inc. 6
Collaborative Wealth Managment Inc. 6
Marion Wealth Management 6
Van Strum & Towne Inc. 6
WMG Financial Advisors, LLC 6
PCG Wealth Advisors, LLC 6
SC&H Financial Advisors, Inc. 6
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 6
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 6
Ghe, Llc 6
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 6
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 6
Evolution Advisers, Inc. 6
Insight Folios Inc 6
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 6
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 6
OLCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term California Municipal Fund Class A 6
Pluribus Labs, LLC 6
NEIRG Wealth Management, LLC 6
Connective Portfolio Management, LLC 6
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 6
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 6
HFG Advisors, Inc. 6
Peloton Wealth Strategists 6
Resource Consulting Group Inc 6
Settian Capital LP 6
Regimen Wealth, Llc 6
VAUGHAN & Co SECURITIES, INC. 6
ICW Investment Advisors LLC 6
HOM - NORTHERN LIGHTS FUND TRUST II - LifeGoal Home Down Payment Investment ETF 6
SAVN - NORTHERN LIGHTS FUND TRUST II - LifeGoal Conservative Wealth Builder ETF 6
Goldstein Advisors, LLC 6
Summit Place Financial Advisors, LLC 6
National Investment Services of America, LLC 6
Nichols & Pratt Advisers Llp /ma 6
Integral Investment Advisors, Inc. 6
Single Point Partners, LLC 6
TAX - EA Series Trust - Cambria Tax Aware ETF 6
Consilium Wealth Advisory, LLC 6
Index Fund Advisors, Inc. 6
Columbia Advisory Partners Llc 6
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 6
Copperleaf Capital, LLC 6
Stewardship Advisors, LLC 6
Harbour Investment Management Llc 6
Wick Capital Partners, LLC 6
Jeereddi Investments, LP 6
Mizuho Markets Cayman LP 6
Independent Family Office, LLC 6
Epic Trust Investment Advisors, LLC 6
HC Advisors, LLC 6
Harrell Investment Partners, Llc 6
Lake Hills Wealth Management, LLC 6
Sage Rock Capital Management LP 6
CWS Financial Advisors, LLC 6
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 6
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 6
Hyperion Capital Advisors LP 6
Fure Financial Corp 6
Tnf Llc 6
Praetorian Capital Management LLC 6
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I 6
Royal Capital Wealth Management, LLC 6
Old Well Partners, LLC 6
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 6
NCM Capital Management, LLC 6
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 6
Fusion Capital, LLC 6
Chicago Wealth Management, Inc. 6
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF 6
Hixon Zuercher, LLC 6
ETF Store, Inc. 6
Mendel Capital Management LLC 6
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 6
Court Place Advisors, LLC 6
Wealth Enhancement & Preservation of GA, LLC 6
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 6
Capasso Planning Partners LLC 6
Rather & Kittrell, Inc. 6
Natural Investments, Llc 6
Wellington Global Multi-Strategy Fund 6
Affinity Capital Advisors, LLC 6
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF 6
C2C Wealth Management, LLC 6
Compass Efficient Model Portfolios, LLC 6
Select Equity Group Inc 6
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 6
Bullseye Investment Management, LLC 6
HYA Advisors, Inc 6
Cherry Creek Investment Advisors, Inc. 6
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 6
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 6
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 6
Cowen Prime Advisors LLC 6
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 6
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class 6
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 6
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 6
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 6
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 6
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 6
David J Yvars Group 6
Wescott Financial Advisory Group, LLC 6
Cooper Investors Pty Ltd 6
Stapp Wealth Management, Pllc 6
Mezzasalma Advisors, LLC 6
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 6
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF 6
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 6
Johnson & White Wealth Management, LLC 6
RMBKX - RMB INVESTORS TRUST - RMB Mendon Financial Services Fund Class A 6
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 6
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 6
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 6
Willis Investment Counsel 6
Investidor Profissional Gestao de Recursos Ltda. 6
USERX - US GLOBAL INVESTORS FUNDS - Gold and Precious Metals Fund 6
W.H. Cornerstone Investments Inc. 6
Echo45 Advisors LLC 6
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 6
Acas, Llc 6
SBFAX - Trust for Advised Portfolios - 1919 Financial Services Fund Class A 6
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 6
Tahithromos, L.L.C. 6
PGIJX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Short Duration Multi-Sector Bond Fund C 6
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 6
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 6
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 6
Darlington Partners Capital Management, Lp 6
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 6
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 6
TRTY - Cambria ETF Trust - Cambria Trinity ETF 6
GMOM - Cambria ETF Trust - Cambria Global Momentum ETF 6
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 6
Shaker Financial Services, LLC 6
PICTET BANK & TRUST Ltd 6
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 6
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 6
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 6
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF 6
apricus wealth, LLC 6
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 6
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 6
Tiger Global Management Llc 6
Draper Asset Management, LLC 6
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 6
Caisse Des Depots Et Consignations 6
Bickling Financial Services, Inc. 6
Grant/GrossMendelsohn, LLC 6
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 6
Oak Harvest Investment Services 6
RCFIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Core Taxable Bond Fund - Institutional Class Shares 6
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 6
DEED - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Securitized Plus ETF 6
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 6
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 6
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 6
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 6
Purus Wealth Management, LLC 6
InTrack Investment Management Inc 6
RBB FUND, INC. - Campbell Advantage Fund 6
Infini Capital Management Ltd 6
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 6
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 6
3D/L Capital Management, LLC 6
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 6
Prudent Man Advisors, LLC 6
Tevis Investment Management 6
HN Saltoro Capital, LP 6
United Maritime Capital Llc 6
Warwick Investment Management, Inc. 6
Credo Capital Management, LLC 6
Myriad Asset Management US LP 6
Missouri Valley Partners, Inc. 6
Tounjian Advisory Partners, Llc 6
Swmg, Llc 6
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 6
Alaska Permanent Capital Management 6
Momentum Advisors, LLC 6
Solidarilty Wealth, LLC 6
Advanced Investment Partners, LLC 6
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 6
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 6
Tamar Securities, LLC 6
Ashmore Group plc 6
LifePro Asset Management 6
AAFMAA Wealth Management & Trust LLC 6
Fountainhead AM, LLC 6
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 6
DALT - Two Roads Shared Trust - Anfield Capital Diversified Alternatives ETF 6
Sutton Place Investors Llc 6
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 6
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 6
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 6
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 6
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2026 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 6
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 6
Wealth Watch Advisors, INC 6
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 6
Jnl Series Trust - Jnl/jpmorgan Us Government & Quality Bond Fund (a) 6
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 6
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 6
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 6
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 6
Gramercy Funds Management LLC 6
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) 6
COMMERCE FUNDS - The MidCap Value Fund Shares 6
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 6
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 6
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 6
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 6
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV 6
BlueChip Wealth Advisors LLC 6
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 6
Equity Investment Corp/ga 5
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class 5
Ameraudi Asset Management, Inc. 5
Crestmont Private Wealth LLC 5
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 5
Luts & Greenleigh Group, Inc 5
iAB Financial Bank 5
PMHIX - PIMCO Equity Series - PIMCO EqS Long/Short Fund Institutional Class 5
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF 5
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF 5
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 5
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 5
Saratoga Research & Investment Management 5
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 5
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 5
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 5
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF 5
Willow Creek Wealth Management Inc. 5
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class 5
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 5
Hillman Capital Management, Inc. 5
AXA PREMIER VIP TRUST - Charter Aggressive Growth Portfolio Class B 5
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 5
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y 5
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 5
Axa Financial Inc 5
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 5
AlpInvest Partners B.V. 5
Tudor Financial Inc. 5
Hidden Lake Asset Management LP 5
Lodge Hill Capital, LLC 5
No Street GP LP 5
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I 5
Cooper Creek Partners Management Llc 5
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 5
LHEAX - LOCORR INVESTMENT TRUST - LoCorr Hedged Core Fund Class A 5
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 5
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 5
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares 5
Institutional Capital Llc 5
Mason Investment Advisory Services, Inc. 5
Metatron Capital SICAV plc 5
Investor Ab 5
1858 Wealth Management, Llc 5
Cyrus Capital Partners, L.p. 5
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 5
Taikang Asset Management (Hong Kong) Co Ltd 5
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 5
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 5
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I 5
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 5
Wright Managed Income Trust 5
Gibson Capital, LLC 5
Outfitter Financial LLC 5
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF 5
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF 5
Trust Co of Kansas 5
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I 5
Kerntke Otto McGlone Wealth Management Group 5
Uniting Wealth Partners, LLC 5
Red Cedar Investment Management, Llc 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 5
Seven Springs Wealth Group, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 5
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 5
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K 5
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 5
Pyrrho Capital Management, LP 5
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 5
Credit Suisse Asset Management Income Fund Inc 5
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 5
Delta Global Management LP 5
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 5
Harber Asset Management Llc 5
Trinity Financial Advisors LLC 5
Madison Wealth Partners, Inc 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 5
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 5
Carroll Investors, Inc 5
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 5
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 5
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 5
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 5
Adams Chetwood Wealth Management LLC 5
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 5
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 5
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 5
Sippican Capital Advisors 5
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 5
CA Family Wealth, LLC 5
Sessa Capital IM, L.P. 5
Greystone Managed Investments Inc. 5
CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares 5
Rpo Llc 5
Rinkey Investments 5
Hotaling Investment Management, LLC 5
Ar Asset Management Inc 5
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 5
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 5
Dg Capital Management Inc 5
Weatherbie Capital, Llc 5
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 5
Bdf-gestion 5
Rockingstone Advisors LLC 5
American Institute for Advanced Investment Management, LLP 5
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 5
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 5
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class 5
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 5
Infini Master Fund 5
Brio Consultants, LLC 5
Kinloch Capital, LLC 5
Lumbard & Kellner, LLC 5
ADPV - Series Portfolios Trust - Adaptiv Select ETF 5
Valued Retirements, Inc. 5
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 5
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 5
Liberty One Investment Management, Llc 5
Check Capital Management Inc/ca 5
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 5
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 5
TOWER TRUST Co 5
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 5
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 5
Grassi Investment Management Llc 5
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 5
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 5
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 5
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 5
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 5
Pinnacle Wealth Management, LLC 5
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND 5
AGAAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Small & Mid Cap Growth Fund Class A 5
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 5
Blue Barn Wealth, LLC 5
RDST Capital LLC 5
Jnl Series Trust - Jnl/crescent High Income Fund (a) 5
Willow Street Advisors LLC 5
Bornite Capital Management LP 5
Garrison Point Advisors, Llc 5
FLC Capital Advisors 5
CFO4Life, L.P. 5
Bright Futures Wealth Management, LLC. 5
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 5
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 5
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 5
AEGON USA Investment Management, LLC 5
Arabesque Asset Management Ltd 5
Columbus Hill Capital Management, L.P. 5
Gray Wealth Management Inc. 5
Beach Point Capital Management LP 5
Sycale Advisors (NY) LLC 5
VeraBank, N.A. 5
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 5
Yacktman Asset Management Lp 5
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 5
E Fund Management (Hong Kong) Co., Ltd. 5
17 Capital Partners, Llc 5
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 5
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 5
Emerson Investment Management, Llc 5
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I 5
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 5
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 5
Paracle Advisors, LLC 5
Rinet Co LLC 5
Truehand, Inc 5
H&H Retirement Design & Management INC 5
PGOVX - PIMCO FUNDS - PIMCO Long-Term U.S. Government Fund Institutional 5
VVSGX - VALIC Co I - Small Cap Growth Fund 5
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF 5
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 5
Independence Capital Asset Partners, LLC 5
Compton Wealth Advisory Group, LLC 5
Donald Smith & Co., Inc. 5
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 5
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 5
AWM Investment Company, Inc. 5
Armstrong Shaw Associates Inc/ct 5
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 5
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund 5
Conversant Capital LLC 5
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 5
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 5
Griffin Institutional Access Credit Fund 5
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 5
Laurus Investment Counsel Inc. 5
Cottage Street Advisors LLC 5
TANDX - PFS FUNDS - Castle Tandem Fund Institutional 5
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 5
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 5
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 5
QSTAX - Advisors Preferred Trust - Quantified STF Fund Advisor Class Shares 5
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 5
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 5
Berkshire Money Management, Inc. 5
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 5
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 5
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 5
Diker Management Llc 5
Taylor Hoffman Capital Management LLC 5
Schulhoff & Co Inc 5
Corsicana & Co. 5
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 5
One Wealth Capital Management, Llc 5
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 5
Davis-rea Ltd. 5
Granger Management LLC 5
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 5
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 5
Fairhaven Wealth Management, LLC 5
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 5
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 5
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 5
Virtus Family Office LLC 5
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 5
Gagnon Securities Llc 5
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 5
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 5
Yukon Wealth Management, Inc. 5
Transatlantique Private Wealth Llc 5
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 5
Summitry Llc 5
Mfs Government Markets Income Trust 5
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 5
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 5
Integrated Capital Management, Inc. 5
LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class 5
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 5
Susquehanna International Group Ltd. 5
INFL - Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF 5
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 5
Lehman & Derafelo Financial Resources LLC 5
Watershed Asset Management, L.L.C. 5
AXA PREMIER VIP TRUST - Charter Moderate Growth Portfolio Class B 5
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 5
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 5
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C 5
PEDIX - PIMCO FUNDS - PIMCO Extended Duration Fund Institutional 5
Panoramic Investment Advisors, Llc 5
Brookfield Real Assets Income Fund Inc. 5
SFE Investment Counsel 5
Ostrum Asset Management U.s., Llc 5
Parametric Market Neutral Portfolio 5
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 5
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Gold & Special Minerals Fund Class C 5
Livelsberger Financial Advisory 5
PIMCO Flexible Real Estate Income Fund 5
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 5
TOWER TRUST & INVESTMENT Co 5
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 5
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 5
Davis Asset Management, L.P. 5
Aristotle Capital Boston, LLC 5
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 5
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 5
Suffolk Capital Management Llc 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 5
GBTFX - US GLOBAL INVESTORS FUNDS - All American Equity Fund 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 5
Sapphire Star Partners LP 5
Lantern Wealth Advisors, LLC 5
EVFGX - World Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund R4 Class Shares 5
EVFMX - World Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund R4 Class Shares 5
EVGLX - World Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 5
EVFCX - World Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund R4 Class Shares 5
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 5
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund 5
Mesirow Institutional Investment Management, Inc. 5
Cantillon Capital Management Llc 5
James J. Burns & Company, LLC 5
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 5
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 5
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF 5
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 5
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 5
ABVAX - AB TRUST - AB Value Fund Class A 5
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 5
Barrington Strategic Wealth Management Group LLC 5
AMID - EA Series Trust - Argent Mid Cap ETF 5
AGH Wealth Advisors, LLC 5
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 5
General Money Market Fund Inc 5
RAAX - VanEck Vectors ETF Trust - VanEck Vectors Real Asset Allocation ETF 5
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF 5
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 5
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 5
Noked Israel Ltd 5
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 5
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 5
FSA Advisors, Inc. 5
DeepCurrents Investment Group LLC 5
XY Planning Network, Inc. 5
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 5
Howard Capital Management Group, LLC 5
CCRV - iShares U.S. ETF Trust - iShares Commodity Curve Carry Strategy ETF 5
Invesco Senior Income Trust 5
Banc Funds Co Llc 5
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 5
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 5
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 5
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 5
Boston Income Portfolio - Boston Income Portfolio 5
Oppenheimer Small Cap Value Fund 5
Windmill Hill Asset Management Ltd 5
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF 5
BCGM Wealth Management, LLC 5
Atwater Malick LLC 5
WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class 5
Oppenheimer Rising Dividends Fund 5
Mountain Pacific Investment Advisers Inc/id 5
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 5
Vista Investment Partners Llc 5
Tolleson Wealth Management, Inc. 5
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 5
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 5
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 5
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 5
PACIFIC SELECT FUND - Technology Portfolio Class I 5
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 5
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class 5
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 5
EisnerAmper Wealth Management Corporate Benefits, LLC 5
First Trust High Income Long/short Fund 5
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB 5
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 5
Sloy Dahl & Holst, LLC 5
BLCN - Reality Shares ETF Trust - REALITY SHARES NASDAQ NEXGEN ECONOMY ETF 5
Syntax Advisors, Llc 5
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 5
Significant Wealth Partners LLC 5
Facet Wealth, Inc. 5
South Shore Capital Advisors 5
Tradewinds Global Investors, LLC 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 5
North Square Investments Trust - North Square McKee Bond Fund Class I 5
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB 5
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 5
Sunflower Bank, Na Wealth Management 5
Schneider Capital Management Corp 5
Bill Few Associates, Inc. 5
Unisphere Establishment 5
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 5
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 5
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 5
F&V Capital Management, LLC 5
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 5
Bath Savings Trust Co 5
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 5
Scepter Holdings, Inc. 5
Colton Groome Financial Advisors, Llc 5
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 5
Mosaic Financial Group, Llc 5
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 5
VFPAX - FundVantage Trust - Private Capital Management Value Fund Class A 5
CWH Capital Management, Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 5
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 5
Westhampton Capital, LLC 5
Osbon Capital Management Llc 5
DWTFX - Arrow Investments Trust - ARROW DWA TACTICAL FUND CLASS A SHARES 5
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 5
Yeomans Consulting Group, Inc. 5
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 5
Bleichroeder LP 5
Riversedge Advisors, Llc 5
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 5
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 5
Oneamerica Funds Inc 5
Alamar Capital Management, LLC 5
GFGF - EA Series Trust - Guru Favorite Stocks ETF 5
Kirtland Hills Capital Management, Llc 5
Advent Claymore Convertible Securities & Income Fund Ii 5
Leith Wheeler Investment Counsel Ltd. 5
AXA PREMIER VIP TRUST - Charter Moderate Portfolio Class B 5
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 5
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF 5
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 5
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 5
GPIIX - Grandeur Peak Global Trust - Grandeur Peak International Opportunities Fund Institutional Class 5
Fiduciary Management Associates Llc 5
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) 5
JACKSON VARIABLE SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (A) 5
MOOD - EA Series Trust - Relative Sentiment Tactical Allocation ETF 5
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 5
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 5
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 5
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 5
Curran Financial Partners, LLC 5
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 5
Western Asset Managed High Income Fund Inc. 5
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 5
Victory Institutional Funds 5
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 5
Neuberger Berman Real Estate Securities Income Fund Inc 5
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 5
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 5
Investment Management Of Virginia Llc 5
Alliancebernstein Income Fund Inc 5
Columbia Funds Variable Insurance Trust I 5
Avenir Corp 5
Davies Financial Advisors, Inc. 5
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 5
Vontobel Asset Management Inc 5
Price Jennifer C. 5
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 5
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 5
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 5
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 5
Oppenheimer Main Street Small Cap Fund 5
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 5
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 5
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 5
Matrix Asset Advisors Inc/ny 5
CCLA Investment Management Ltd 5
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 5
Palacios Wealth Management, LLC 5
Hsbc Portfolios 5
Crawford Lake Capital Management, LLC 5
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV 5
Bishop Rock Capital, L.P. 5
Consolidated Capital Management, Llc 5
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 5
Littlejohn Financial Services, Inc. 5
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 5
BlackRock ETF Trust - BlackRock Large Cap Value ETF 5
Ariose Capital Management Ltd 5
Jafra Capital Management LP 5
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 5
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 5
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 5
Federated Mdt Large Cap Value Fund 5
Nuveen High Income November 2021 Target Term Fund 5
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 5
SigFig Wealth Management, LLC 5
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 5
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 5
Bond Portfolio Ii 5
Full Value Advisors LLC 5
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 5
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A 5
Conatus Capital Management LP 5
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 5
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 5
Fondren Management LP 5
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 5
Dauntless Investment Group, LLC 5
Lord & Richards Wealth Management, LLC 5
Filament LLC 5
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 5
Arxis Securities Llc 5
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 5
Rock Point Advisors, LLC 5
NavPoint Financial, Inc. 5
Bcm Advisors, Llc 5
Schwerin Boyle Capital Management Inc 5
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF 5
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 5
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A 5
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 5
Newfoundland Capital Management 5
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 5
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class 5
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 5
KRMA - Global X Funds - Global X Conscious Companies ETF 5
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 5
ICICI Prudential Asset Management Co Ltd 5
ALTY - Global X Funds - Global X SuperDividend Alternatives ETF 5
Tranquilli Financial Advisor LLC 5
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 5
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 5
Integrated Core Strategies (us) Llc 5
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 5
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 5
Keyvantage Wealth, Llc 5
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 5
Howard Capital Management 5
Massachusetts Wealth Management 5
Stewart & Patten Co Llc 5
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 5
EMQQ - EXCHANGE TRADED CONCEPTS TRUST - EMQQ The Emerging Markets Internet & Ecommerce ETF 5
Topsail Wealth Management, LLC 5
Bennett Lawrence Management L L C/ny 5
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 5
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 5
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A 5
VanEck Funds 5
Hutchinson Capital Management/ca 5
Managed Account Services Inc 5
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 5
Elevate Capital Advisors, LLC 5
Nuveen Credit Strategies Income Fund 5
New Century Investment Management, Inc 5
One Day In July LLC 5
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 5
First Fiduciary Investment Counsel, Inc. 5
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF 5
PUTNAM FUNDS TRUST - Putnam Short Term Investment Fund Class P 5
Millburn Ridgefield Corp 5
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 5
Medici Capital Llc 5
Brinton Eaton, Llc 5
Etesian Wealth Advisors, Inc. 5
Equity Investment Corp 5
Cobblestone Asset Management LLC 5
Blankinship & Foster, LLC 5
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 5
Slocum, Gordon & Co LLP 5
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 5
Kim, Llc 5
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 5
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 5
Noked Capital LTD 5
Franklin Templeton International Trust 5
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 5
REDW Wealth LLC 5
Philadelphia Investment Partners New Generation Fund 5
Financial Avengers, Inc. 5
Fortress Financial Group, Llc 5
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 5
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 5
Sherman Asset Management, Inc. 5
Walnut Private Equity Partners, Llc 5
Optima Capital Llc 5
Purkiss Capital Advisors LLC 5
Tillar-Wenstrup Advisors, LLC 5
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 5
Stillwater Capital Advisors, LLC 5
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 5
Bastion Asset Management Inc. 5
Advisor Consultant Network Inc 5
Penn Davis Mcfarland Inc 5
Tower Square Investment Management, Llc 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 5
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 5
Palisades Investment Partners, LLC 5
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 5
Ota Llc 5
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 5
Fairvoy Private Wealth, LLC 5
Keystone Financial Group, Inc. 5
Emrys Partners, L.P. 5
Harvest Capital Management Inc 5
Slagle Financial, LLC 5
Aberdeen Global Select Opportunities Fund Inc. 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 5
Pacific Alternative Asset Management Company, Llc 5
4J Wealth Management LLC 5
Permanent Capital Management, LP 5
Trafelet Brokaw Capital Management, L.p. 5
Simmons First Trust Co Na 5
Independence Advisors, LLC 5
Financial Network Wealth Management LLC 5
Salzhauer Michael 5
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 5
Adventist Health System Sunbelt Healthcare Corp 5
King Investment Advisors Inc/tx 5
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 5
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 5
von Borstel & Associates, Inc. 5
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 5
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 5
Cruiser Capital Advisors, Llc 5
Vermillion Asset Management LLC 5
Limestone Value Partners, LLC 5
Alpine Group Usvi, Llc 5
Riverbend Wealth Management, LLC 5
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A 5
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A 5
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 5
Alley Investment Management Company, LLC 5
Miller Financial Services LLC 5
Croban 5
Sandbox Financial Partners, LLC 5
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 5
Alpine Associates Advisors 5
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 5
Eos Management, L.P. 5
Talisman Wealth Advisors LLC 5
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 5
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 5
Invesco, Llc 5
Cahaba Wealth Management, Inc. 5
Rainier Family Wealth Inc 5
Harrington Investments, INC 5
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 5
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 5
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 5
CIC Wealth, LLC 5
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 5
Security National Bank Of Sioux City Iowa /ia/ 5
Northwestern Mutual Life Insurance Co 5
Presidio Capital Management, LLC 5
Loeb Offshore Management LP 5
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 5
Cito Capital Group, LLC 5
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 5
Argyle Capital Partners, LLC 5
Neumann Capital Management, LLC 5
ARIEX - Allianz Funds Multi-Strategy Trust - AllianzGI Floating Rate Note Fund Institutional Class 5
Brown Wealth Management, Llc 5
Cooke & Bieler Lp 5
Q Global Advisors, LLC 5
Perennial Investment Partners LTD 5
Hosking & Co Ltd 5
Gabelli Utility Trust 5
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II 5
Re Advisers Corp 5
Montz Harcus Wealth Management LLC 5
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 5
Highmount Capital, LLC 5
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 5
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 5
Oak Point Wealth Management 5
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 5
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 5
Payden & Rygel Investment Group 5
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 5
Samjo Management, LLC 5
Kennondale Capital Management LLC 5
Brooklyn FI, LLC 5
First International Bank & Trust 5
Resolute Wealth Strategies, LLC 5
Round Table Investment Management Company, Lp 5
Advent International Corp/ma 5
Trellis Advisors, LLC 5
Diversified Investment Strategies, LLC 5
Paul R. Ried Financial Group, LLC 5
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 5
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 5
Cortland Advisers Llc 5
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 5
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 5
M Wealth Management, LLC 5
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 5
Arcataur Capital Management LLC 5
Spence Asset Management 5
Harbor Advisory Corp /ma/ 5
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 5
Credit Suisse High Yield Bond Fund 5
Darrell & King Llc 5
MIG Capital, LLC 5
Aldebaran Financial Inc. 5
Oppenheimer Limited-term Bond Fund 5
Drake & Associates, LLC 5
Invesco High Income 2023 Target Term Fund 5
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 5
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 5
Cathy Pareto & Associates, Inc 5
Snyder Capital Management L P 5
LNGVX - WisdomTree Digital Trust - WisdomTree Siegel Longevity Digital Fund 5
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 5
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 5
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 5
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 5
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 5
Source Financial Advisors LLC 5
JOCEX - Advisers Investment Trust - JOHCM Credit Income Fund Class I Shares 5
FFG Partners, LLC 5
Mirabaud & Cie SA 5
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 5
Partnership Wealth Management, LLC 5
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 5
Novak Financial Planning, LLC 5
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 5
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 5
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 5
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 5
Analyst IMS Investment Management Services Ltd. 5
Boardman Bay Capital Management Llc 5
Robotti Robert 5
REDWX - Aspiration Funds - Aspiration Redwood Fund 5
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 5
Deimos Asset Management LLC 5
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 5
Dover Advisors, Llc 5
Regis Management CO LLC 5
Stephen J. Garry & Associates, Llc 5
Bracebridge Capital, LLC 5
Kovitz Investment Group, LLC 5
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 5
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A 5
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF 5
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND 5
DAINX - Dunham Funds - Dunham International Stock Fund Class A 5
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 5
Metropolitan Capital Advisors Inc 5
Marathon Asset Management Lp 5
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 5
Causeway Capital Management Llc 5
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 5
Brookside Capital Management Llc 5
Ivory Investment Management, Llc 5
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 5
JD Financial Services Inc. 5
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 5
AXA PREMIER VIP TRUST - Charter Growth Portfolio Class B 5
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 5
Lionshead Wealth Management, LLC 5
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 5
Bridges Investment Counsel Inc/ 5
Greylin Investment Mangement Inc 5
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 5
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 5
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 5
North American Management Corp 5
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 5
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 5
Fairpointe Capital LLC 5
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 5
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 5
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 5
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 5
Newtyn Management, LLC 5
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 5
JOGIX - Advisers Investment Trust - JOHCM Global Equity Fund Institutional Shares 5
Oak Family Advisors, Llc 5
Selz Capital LLC 5
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 5
MODRX - WisdomTree Digital Trust - WisdomTree Siegel Moderate Digital Fund 5
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 5
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 5
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 5
FSMIX - FRANKLIN STRATEGIC MORTGAGE PORTFOLIO - FRANKLIN STRATEGIC MORTGAGE PORTFOLIO Class A1 5
Moon Capital Management Lp 5
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 5
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 5
Creekside Partners 5
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 5
Oak Hill Wealth Advisors, Llc 5
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 5
Sterling Investment Management, Inc. 5
Lagoda Investment Management, L.P. 5
TPG Group Holdings (SBS) Advisors, Inc. 5
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 5
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 5
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 5
Valicenti Advisory Services Inc 5
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 5
Edmp, Inc. 5
Brigade Capital Management, Lp 5
QTR Family Wealth, LLC 5
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 5
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares 5
Falcon Wealth Planning 5
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 5
Wealthedge Investment Advisors, Llc 5
Letko, Brosseau & Associates Inc 5
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 5
Longer Investments Inc. 5
BIADX - Brown Advisory Funds - Brown Advisory Equity Income Fund Investor Shares 5
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 5
VLCGX - VALIC Co I - Large Capital Growth Fund 5
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 5
Rockline Wealth Management, LLC 5
Southeastern Asset Management Inc/tn/ 5
Steben Alternative Investment Funds 5
Tufton Capital Management 5
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 5
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 5
Loeb King Trust 5
Indus Capital Partners, Llc 5
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A 5
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 5
TSWFX - Perpetual Americas Funds Trust - TSW CORE PLUS BOND FUND Institutional Shares 5
Dreyfus Institutional Preferred Money Market Funds 5
Templeton & Phillips Capital Management, LLC 5
Windward Capital Management Co /ca 5
Alden Global Capital LLC 5
RQSI Ltd 5
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 5
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 5
Harvest Portfolios Group Inc. 5
LMG Wealth Partners, LLC 5
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 5
Tiedemann Trust Co 5
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 5
Relative Value Partners, LLC 5
General Atlantic Llc 5
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 5
Grand Central Investment Group 5
Bares Capital Management, Inc. 5
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 5
PENN SERIES FUNDS INC - Small Cap Growth Fund 5
Abacus Wealth Partners, LLC 5
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 5
PENN SERIES FUNDS INC - Mid Core Value Fund 5
PENN SERIES FUNDS INC - Developed International Index Fund 5
PENN SERIES FUNDS INC - Large Cap Growth Fund 5
Spartan Planning & Wealth Management 5
Excelsia, Inc. 5
Jensen Investment Management Inc 5
Longbow Finance SA 5
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 5
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 5
Columbia Etf Trust 5
Winton Series Trust 5
Burnham Asset Management Corp /ny/ 5
LQLAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Alternative Strategies Fund Class A 5
Fire Capital Management LLC 5
M.e. Allison & Co., Inc. 5
Jana Partners Llc 5
Cedar Capital, Llc 5
KWB Wealth 5
Chou Associates Management Inc. 5
Dreyfus Government Cash Management Funds 5
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 5
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 5
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 5
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 5
M3 Advisory Group, LLC 5
Mpi Investment Management, Inc. 5
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 5
Guardian Investment Management 5
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A 5
Schwab Charitable Fund 5
Capital Group KKR Multi-Sector (plus) 5
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 5
Wealthspring Capital LLC 5
Tejara Capital Ltd 5
Cambridge Associates Llc /ma/ /adv 5
Asset Allocation & Management Company, LLC 5
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 5
Wood Asset Management Inc 5
Ccm Investment Advisers Llc 5
Blueprint Financial Advisors LLC 5
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 5
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF 5
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 5
Hobart Private Capital, LLC 5
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 5
Global Thematic Partners, LLC 5
Dreyfus Cash Management 5
Bedrijfstakpensioenfonds Voor De Media Pno 5
Covalis Capital Llp 5
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 5
Front Barnett Associates Llc 5
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 5
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 5
Luminus Management Llc 5
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 5
West Wealth Group, LLC 5
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 5
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 5
ACR Alpine Capital Research, LLC 5
OneAscent Family Office, LLC 5
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 5
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 5
Financial Partners Capital Management Llc 5
First Western Capital Management Co 5
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 5
Olstein Funds 5
APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class 5
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 5
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund 5
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 5
ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class 5
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 5
Watershed Private Wealth Llc 5
Silchester International Investors LLP 5
Dow Chemical Co /de/ 5
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 5
MMCAP International Inc. SPC 5
Westbourne Investments, Inc. 5
Prossimo Advisors, LLC 5
Constitution Capital LLC 5
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 5
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 5
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 5
TBG - EA Series Trust - TBG Dividend Focus ETF 5
Lodestone Wealth Management LLC 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 5
Mcglinn Capital Management Inc 5
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 5
Hudson Value Partners, LLC 5
CHGX - EA Series Trust - Stance Sustainable Beta ETF 5
Domani Wealth, LLC 5
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 5
Nuveen Equity Premium Advantage Fund 5
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 5
Riggs Capital Management LLC 5
Allie Family Office LLC 5
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 5
Tenere Capital LLC 5
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 5
XY Capital Ltd 5
BKF - iShares, Inc. - iShares MSCI BRIC ETF 5
Wilson & Boucher Capital Management, LLC 5
STAR Financial Bank 5
Prudent Man Investment Management, Inc. 5
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 5
Afg Fiduciary Services Limited Partnership 5
CORDA Investment Management, LLC. 5
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 5
Horizon Family Wealth, Inc. 5
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 5
Tanager Wealth Management LLP 5
Ithaka Group Llc 5
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 5
Forge First Asset Management Inc. 5
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 5
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 5
Investment Advisory Group, LLC 5
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 5
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 5
MAFIX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class I Shares 5
Kingsman Wealth Management, Inc. 5
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II 5
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 5
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I 5
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 5
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 5
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I 5
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 5
Range Financial Group LLC 5
Bell & Brown Wealth Advisors, Llc 5
River Street Advisors LLC 5
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 5
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 5
Bulwark Capital Corp 5
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A 5
Joseph Group Capital Management 5
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 5
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 5
Intrinsic Value Partners, LLC 5
Sterling Investment Advisors Llc /adv 5
Seven Grand Managers, Llc 5
Paradigm Capital Management, LLC/NV 5
Melqart Asset Management (uk) Ltd 5
Monograph Wealth Advisors, Llc 5
Broyhill Asset Management 5
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 5
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 5
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 5
Cardinal Capital Management, Inc. 5
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 5
Heritage Investment Group, Inc. 5
Commonwealth Retirement Investments LLC 5
Strategic Capital Advisers, Inc. 5
Park West Asset Management LLC 5
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 5
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A 5
Udine Wealth Management, Inc. 5
Smith Thornton Advisors LLC 5
Capital Group KKR Core Plus (plus) 5
Thames Capital Management Llc 5
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 5
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 5
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 5
Beaumont Asset Management, L.L.C. 5
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class 5
Burkett Financial Services, Llc 5
Beaconlight Capital, Llc 5
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 5
AXA PREMIER VIP TRUST - Charter Conservative Portfolio Class B 5
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 5
Adams Natural Resources Fund, Inc. 5
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 5
Timucuan Asset Management Inc/fl 5
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 5
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 5
Frederick Financial Consultants, LLC 5
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 5
APCM Wealth Management for Individuals 5
RMR Capital Management, LLC 5
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 5
HGI Capital Management, LLC 5
One Wealth Management Investment & Advisory Services, LLC 5
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 5
Manikay Partners, LLC 5
Lsp Investment Advisors, Llc 5
Capital Market Strategies LLC 5
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 5
Cross Staff Investments Inc 5
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 5
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 5
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 5
St. James Investment Advisors, LLC 5
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund 5
Clark Estates Inc/ny 5
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 5
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 5
Gladstone Capital Management LLP 5
Phraction Management LLC 5
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 5
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 5
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A 5
Texan Capital Management 5
Blackrock 2022 Global Income Opportunity Trust 5
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 5
Cairn Investment Group, Inc. 5
Halsey Associates Inc/ct 5
WJ Wealth Management, LLC 5
Helios Capital Management Pte. Ltd 5
Tlwm 5
Arbor Trust Wealth Advisors, Llc 5
Grant Private Wealth Management Inc 5
Cherrydale Wealth Management, Llc 5
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6 5
Pacific Sun Financial Corp 5
Websterrogers Financial Advisors, Llc 5
Kaydan Wealth Management, Inc. 5
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 5
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 5
Blue Edge Capital, LLC 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 5
Azzad Asset Management Inc /adv 5
J.P. Marvel Investment Advisors, LLC 5
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 5
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 5
Itau USA Asset Management Inc. 5
PCJ Investment Counsel Ltd. 5
Lee Johnson Capital Management, Llc 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 5
Sitrin Capital Management LLC 5
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 5
Alken Asset Management Ltd. 5
Ti-trust, Inc 5
Cottonwood Capital Advisors, Llc 5
FCG Investment Co 5
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 5
AllianzGI Artificial Intelligence & Technology Opportunities Fund 5
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 5
Epacria Capital Partners, Llc 5
Northstar Asset Management Llc 5
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 5
Dreyfus Institutional Liquidity Funds 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I 5
Hartford Funds Management Co LLC 5
Ferguson Shapiro LLC 5
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 5
20/20 Capital Management, Inc. 5
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 5
Armistice Capital, Llc 5
Value Partners Investments Inc. 5
Anderson Hoagland & Co 5
Shelton Wealth Management, Llc 5
Gifford Fong Associates 5
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 5
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF 5
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 5
Houlihan Financial Resource Group, Ltd. 5
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 5
Heard Capital LLC 5
Verde Capital Management 5
Corbett Road Capital Management, Llc 5
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 5
Up Strategic Wealth Investment Advisors Llc 5
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 5
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 5
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 5
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 5
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 5
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 5
Hardman Johnston Global Advisors LLC 5
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 5
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 5
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 5
Pacific Sage Partners, LLC 5
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 5
Silver Lake Advisory, LLC 5
LJI Wealth Management, LLC 5
NOIGX - Northern Funds - Northern International Equity Fund 5
TKG Advisors, LLC 5
Legacy Wealth Planning, LLC 5
Avenir Tech Ltd 5
Ascension Capital Advisors, Inc. 5
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 5
White Knight Strategic Wealth Advisors, LLC 5
Financial Strategies Group, Inc. 5
Advance Capital Management, Inc. 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 5
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class 5
McAlister, Sweet & Associates, Inc. 5
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 4
VMCVX - VALIC Co II - Mid Cap Value Fund 4
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 4
Financial Guidance Group, Inc. 4
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 4
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 4
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 4
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 4
Snow Park Capital Partners, LP 4
FIIGX - First Investors Income Funds - First Investors Investment Grade Fund Class A 4
FZBAX - FRANKLIN STRATEGIC SERIES - Franklin Flexible Alpha Bond Fund Advisor Class 4
Arista Wealth Management, LLC 4
Blackrock Science & Technology Trust 4
Breiter Capital Management Inc 4
Partners Wealth Management, Llc 4
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 4
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 4
Tanglewood Legacy Advisors, LLC 4
Zenit Asset Management AB 4
Buttonwood Financial Advisors Inc. 4
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial 4
Barton Investment Management 4
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund 4
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 4
Impact Investors, Inc 4
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 4
Ategra Capital Management, LLC 4
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF 4
Global Wealth Management, LLC 4
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3 4
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 4
Rappaport Reiches Capital Management, LLC 4
Fjell Capital, LLC 4
Claar Advisors LLC 4
Ironvine Capital Partners, LLC 4
ABN AMRO Bank N.V. 4
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 4
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 4
Viking Fund Management Llc 4
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund 4
Syntegra Private Wealth Group, LLC 4
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV 4
MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y 4
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF 4
WealthCare Investment Partners, LLC 4
Keystone Global Partners, LLC 4
ELCO Management Co., LLC 4
FCAN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Canada AlphaDEX Fund 4
Sage Investment Counsel LLC 4
IFG Advisors, LLC 4
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class 4
Antipodean Advisors LLC 4
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 4
TRANSAMERICA SERIES TRUST - Transamerica AEGON U.S. Government Securities VP Initial 4
FSZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Switzerland AlphaDEX Fund 4
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 4
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 4
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 4
Templeton Global Opportunities Trust 4
Gamco Natural Resources, Gold & Income Trust 4
Sls Management Llc 4
BRGIX - BRIDGES INVESTMENT FUND INC - Bridges Investment Fund, Inc. 4
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 4
Pergamon Offshore Advisors, L.P. 4
Worm Capital, Llc 4
H. L. Ormond & Company, LLC 4
Northwest Bank & Trust Co 4
Sands Capital Management, Llc 4
Coolidge Francis L 4
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 4
Edmond De Rothschild Private Merchant Banking Llp 4
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 4
Nicholson Wealth Management Group, LLC 4
DJE Kapital AG 4
Lilley & Co 4
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 4
Arvest Trust Co N A 4
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 4
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 4
BTS Asset Management, Inc. 4
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares 4
Barings Funds Trust - Barings Diversified Income Fund Class A Shares 4
Whetstone Capital Advisors, LLC 4
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio 4
Wernau Asset Management Inc. 4
OEF - iSHARES TRUST - iShares S&P 100 ETF 4
Touradji Capital Management, Lp 4
Axecap Investments, LLC 4
RK Asset Management, LLC 4
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 4
Dfa Investment Trust Co - The Japanese Small Company Series 4
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF 4
FS Series Trust - FS Real Asset Fund Class A 4
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 4
Unified Investment Management 4
Ariston Services Group 4
Hansen & Associates Financial Group, Inc. 4
Drill Craig A 4
Pure Portfolios Holdings Llc 4
Darden Wealth Group Inc 4
Kennedy Investment Group 4
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 4
Tandem Financial, LLC 4
Santa Monica Partners Lp 4
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 4
Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A 4
Jackson Financial Management 4
Gamco Global Gold, Natural Resources & Income Trust 4
PACIFIC FUNDS SERIES TRUST - PF Currency Strategies Fund CLASS P 4
Garrison Asset Management, LLC 4
AWH Capital, L.P. 4
Camelot Technology Advisors, Inc. 4
Kearns & Associates LLC 4
Brouwer & Janachowski, LLC 4
Apollon Financial, LLC 4
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 4
Mubadala Investment Co PJSC 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Municipal Real Return Portfolio Institutional Class 4
Bradyco, Inc. 4
MEMBERS Trust Co 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 4
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 4
Global Strategic Investment Solutions, LLC 4
Kensico Capital Management Corp 4
Athos Capital Ltd 4
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 4
Correct Capital Wealth Management 4
Utc North American Fund, Inc. 4
Trian Fund Management, L.p. 4
OHIO NATIONAL FUND INC - ON International Equity Portfolio 4
Morling Financial Advisors, LLC 4
Pegasus Asset Management, Inc. 4
Bankers Trust Co 4
Sulzberger Capital Advisors, Inc. 4
Bayshore Asset Management, Llc 4
Second Line Capital, LLC 4
Deutsche Global High Income Fund, Inc. 4
Colorado Capital Management, Inc. 4
Forefront Wealth Management Inc. 4
NexWave Capital Partners LLC 4
Shaker Investments Llc/oh 4
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 4
PhaseCapital LP 4
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 4
Archipel Asset Management AB 4
Growth Portfolio 4
Ksa Capital Management, Llc 4
Hochman Cole Investment Advisors, Inc. 4
Brighthouse Funds Trust I - Brighthouse Balanced Plus Portfolio Class B 4
Croft Funds Corp 4
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 4
5th Street Advisors, LLC 4
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 4
Spruce Private Investors, LLC 4
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 4
Secrest Blakey & Associates, LLC 4
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 4
Veritas Asset Management LLP 4
Sinecera Capital, Llc 4
Nuveen Real Estate Income Fund 4
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A 4
Bennicas & Associates, Inc. 4
Harbert Fund Advisors, Inc. 4
GLBY - WisdomTree Trust - WisdomTree Yield Enhanced Global Aggregate Bond Fund N/A 4
Newgate Capital Management Llc 4
Grey Owl Capital Management, LLC 4
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 4
Icm Asset Management Inc/wa 4
Alta Capital Management Llc/ 4
Vista Investment Partners Ii, Llc 4
Park Presidio Capital Llc 4
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 4
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class 4
Roffman Miller Associates Inc /pa/ 4
Melone Private Wealth, LLC 4
ROCI - EA Series Trust - ROC ETF 4
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A 4
Mosaic Financial Partners, Inc. 4
Beaton Management Co. Inc. 4
Nichols Asset Management LLC 4
TEXN - iSHARES TRUST - iShares Texas Equity ETF 4
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 4
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 4
Bradley Mark J. 4
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 4
Daniel Devine & Co 4
Abrams Capital Management, L.p. 4
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 4
Accelerate Investment Advisors LLC 4
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 4
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 4
EACAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance California Municipal Opportunities Fund Class A 4
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 4
Perimeter Capital Partners, LLC 4
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 4
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 4
Stony Point Capital LLC 4
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 4
Brentview Investment Management LLC 4
State of New Jersey Common Pension Fund E 4
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 4
Midwest Financial Group LLC 4
Rye Brook Capital LLC 4
LeConte Wealth Management, LLC 4
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 4
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 4
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 4
Villere St Denis J & Co Llc 4
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A 4
TSA Wealth Managment LLC 4
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 4
ROE - EA Series Trust - Astoria US Quality Kings ETF 4
Columbia Capital Llc 4
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 4
PFW Advisors LLC 4
Maj Invest Holding A/S 4
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 4
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 4
Aubrey Capital Management Ltd 4
American Economic Planning Group Inc /adv 4
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 4
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 4
Oppenheimer Rochester California Municipal Fund 4
Ownership Capital B.V. 4
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 4
Retirement Design & Management Inc /adv 4
Level Financial Advisors, Inc. 4
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 4
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 4
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A 4
TigerShark Management, LLC 4
Cassia Capital Partners, LLC 4
Noven Financial Group, Inc. 4
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 4
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 4
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 4
HSBC FUNDS - HSBC High Yield Fund Class A 4
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 4
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 4
Tweedy, Browne Co LLC 4
Blue Whale Capital LLP 4
Mcdaniel Terry & Co 4
Bedel Financial Consulting Inc 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 4
Myecfo, Llc 4
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 4
HawsGoodwin Investment Management LLC 4
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 4
Biltmore Wealth Management, LLC 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2019 4
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 4
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 4
Fidelity D & D Bancorp Inc 4
EVNT - AltShares Trust - AltShares Event-Driven ETF 4
OHSHX - RBB FUND, INC. - Oakhurst Short Duration High Yield Credit Fund Institutional Shares 4
Seed Wealth Management, Inc. 4
Meteora Capital, LLC 4
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 4
Mattern Capital Management, Llc 4
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 4
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 4
Castalian Partners, LLC 4
Investors Trust Inc 4
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 4
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 4
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 4
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 4
Cg Funds Trust 4
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 4
MFOCX - Marsico Investment Fund - Marsico Focus Fund 4
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 4
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 4
Humankind Investments LLC 4
Vishria Bird Financial Group, LLC 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 4
MGRIX - Marsico Investment Fund - Marsico Growth Fund 4
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 4
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund 4
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 4
Raub Brock Capital Management LP 4
Aletheian Wealth Advisors LLC 4
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF 4
Argonaut Capital Management Corp 4
Samson Capital Advisors LLC 4
Petix & Botte Co 4
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF 4
Anson Capital, Inc. 4
Solel Partners LP 4
Berry Group, Llc 4
Northern Financial Advisors Inc 4
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 4
NGAFX - Nuveen Investment Trust V - Nuveen Gresham Managed Futures Strategy Fund Class A 4
Anandar Capital Management LP 4
Boothe Investment Group, Inc. 4
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 4
Winning Points Advisors, LLC 4
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 4
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 4
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 4
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C 4
Rit Capital Partners Plc 4
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF 4
Destra International & Event-driven Credit Fund 4
Straight Path Wealth Management 4
Fiduciary Management Inc /wi/ 4
Khp Capital, Llc 4
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 4
Bernzott Capital Advisors 4
Carl Stuart Investment Advisor, Inc 4
Stamina Capital Management Lp 4
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T 4
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 4
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A 4
Spinnaker Investment Group, LLC 4
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 4
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB 4
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class 4
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 4
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 4
ULTRA SERIES FUND - Large Cap Value Fund Class I 4
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 4
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 4
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF 4
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A 4
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 4
Saiph Capital, LLC 4
Alexis Investment Partners, LLC 4
Financial Security Advisor, Inc. 4
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF 4
Sage Financial Group Inc 4
FreeGulliver LLC 4
CEFS - Exchange Listed Funds Trust - Saba Closed-End Funds ETF 4
CGMRX - CGM TRUST - CGM Realty Fund 4
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 4
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 4
Chesapeake Partners Management Co Inc/md 4
Jb Capital Partners Lp 4
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 4
Andesa Financial Management Inc. 4
North Forty Two & Co. 4
Long Road Investment Counsel, LLC 4
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 4
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 4
Dendur Capital Lp 4
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 4
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 4
Eventide Asset Management, Llc 4
Blue Grotto Capital, LLC 4
Anglepoint Asset Management, Ltd. 4
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF 4
Atlas Principals, LLC 4
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 4
Herbst Group, Llc 4
Wulff, Hansen & Co. 4
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 4
Hudson Capital Management LLC 4
Kays Financial Advisory Corp /adv 4
Davidson Trust Co 4
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 4
Montage Investments, Llc 4
NOPE - Tidal ETF Trust - Noble Absolute Return ETF 4
FEDERATED CORE TRUST - Emerging Markets Core Fund 4
Ion Asset Management Ltd. 4
Marathon Asset Mgmt Ltd 4
Baymount Management LP 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3 4
Bullseye Asset Management LLC 4
Valentine Ventures Llc 4
Peconic Partners Llc 4
AVEAX - SCHWARTZ INVESTMENT TRUST - Ave Maria Focused Fund 4
Lorem Ipsum Management, LLC 4
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 4
SFI Advisors, LLC 4
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 4
Olympus Wealth Management, Llc 4
Generali Investments, Management Co LLC 4
Virginia National Bank 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 4
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 4
PDPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Alternatives Diversifier Fund Class A 4
Henry James International Management Inc. 4
LSSAX - LOOMIS SAYLES FUNDS I - Loomis Sayles Securitized Asset Fund Institutional Class 4
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 4
ONE Advisory Partners, LLC 4
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 4
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 4
Cladis Investment Advisory, LLC 4
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 4
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 4
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 4
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 4
Capstone Wealth Management Group LLC 4
Citadel Investment Advisory, Inc. 4
NISPX - Nuveen Managed Accounts Portfolios Trust - Nuveen Preferred Securities and Income Managed Accounts Portfolio Common Shares 4
Blodgett Wealth Advisors, Llc 4
Black Point Wealth Management 4
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 4
Unique Wealth, Llc 4
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 4
Bond & Devick Financial Network, Inc. 4
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 4
Tabor Asset Management, LP 4
FT Vest Hedged Equity Income Fund: Series A2 4
Verum Partners LLC 4
Flywheel Private Wealth LLC 4
FT Vest Total Return Income Fund: Series A2 4
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 4
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 4
ForthRight Wealth Management, LLC 4
Liberty Square Wealth Partners Llc 4
SAM Advisors, LLC 4
Platte River Wealth Advisors, LLC 4
Epstein & White Financial LLC 4
Regents Of The University Of California 4
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 4
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 4
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF 4
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 4
Lifelong Wealth Advisors, Inc. 4
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 4
Denver Wealth Management, Inc. 4
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 4
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. 4
Quadrature Capital LLP 4
Two Roads Shared Trust - Hypatia Women CEO ETF 4
Kickstand Ventures, Llc. 4
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 4
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 4
LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares 4
Blue Owl Capital Holdings LP 4
ROPE - EA Series Trust - Coastal Compass 100 ETF 4
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 4
JFOIX - SARATOGA ADVANTAGE TRUST - James Alpha Family Office Portfolio Class I 4
Boyle Capital Management, LLC 4
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 4
Emery Howard Portfolio Management, Inc. 4
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 4
SDVAX - SUNAMERICA SERIES, INC. - AIG Select Dividend Growth Fund A Shares 4
Omni Event Management Ltd 4
Semper Trust Co. 4
Cornerstone Planning, LLC 4
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 4
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R 4
Trust CO of the Ozarks 4
Valley Forge Investment Consultants Inc Adv 4
360 Financial, Inc. 4
ZEGA Investments, LLC 4
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 4
Financially Speaking Inc 4
EQACX - Investment Managers Series Trust II - AXS Aspect Core Diversified Strategy Fund Class C Shares 4
EDFAX - SunAmerica Specialty Series - AIG ESG Dividend Fund A Shares 4
Weather Gauge Advisory, LLC 4
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 4
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 4
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A 4
Tandem Capital Management Corp /adv 4
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares 4
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 4
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 4
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 4
Oppenheimer International Bond Fund 4
Summit Capital Management Llc 4
Obsidian Personal Planning Solutions LLC 4
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A 4
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 4
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A 4
FLDKX - FIRST INVESTORS INCOME FUNDS - First Investors Limited Duration Bond Fund Class A 4
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 4
Disciplina Capital Management LLC 4
Forbes Financial Planning, Inc. 4
Pantheon Investment Group, LLC 4
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 4
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF 4
SIH Partners, LLLP 4
Hurlow Wealth Management Group, Inc. 4
Nuveen Credit Opportunities 2022 Target Term Fund 4
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A 4
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 4
Snider Financial Group 4
Golden Gate Private Equity, Inc. 4
Holistic Planning, LLC 4
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 4
Cowbird Capital Lp 4
Swedbank 4
Rail-Splitter Capital Management, LLC 4
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 4
AMFQX - Investment Managers Series Trust - 361 Managed Futures Strategy Fund Investor Class 4
Sollinda Capital Management LLC 4
Advanced Series Trust - Ast International Growth Portfolio 4
New Vernon Capital Holdings II LLC 4
Geo Capital Gestora de Recursos Ltd 4
Blossom Wealth Management 4
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF 4
Triad Investment Management 4
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 4
Gavea Investimentos Ltda 4
Intrepid Family Office Llc 4
Arena Investors LP 4
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 4
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I 4
FORH - ETF Opportunities Trust - Formidable ETF 4
Stolper Co 4
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 4
YOKE - EA Series Trust - Yoke Core ETF 4
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 4
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 4
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 4
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 4
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 4
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 4
Bay Capital Advisors, LLC 4
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 4
VMACX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Core Fund Class A 4
Turn8 Private Wealth Inc. 4
Longaeva Partners L.P. 4
LCR - LEUTHOLD FUNDS INC - Leuthold Core ETF 4
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 4
Lakeridge Wealth Management LLC 4
Family Asset Management, LLC 4
Renaissance Capital LLC 4
Beta Wealth Group, Inc. 4
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 4
National Mutual Insurance Federation of Agricultural Cooperatives 4
Zazove Convertible Securities Fund Inc 4
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 4
Pinnacle Financial Group, LLC / IL 4
JPL Wealth Management, LLC 4
Vance Wealth, Inc. 4
AACFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Greater China Fund Class A 4
Yarra Square Partners LP 4
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares 4
SBK Financial, Inc. 4
ROI Financial Advisors, LLC 4
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I 4
Kinetic Partners Management, LP 4
TAGStone Capital, Inc. 4
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 4
Innovis Asset Management Llc 4
Carlton Hofferkamp & Jenks Wealth Management, LLC 4
EMHC - SPDR SERIES TRUST - SPDR Bloomberg Barclays Emerging Markets USD Bond ETF 4
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6 4
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 4
Okumus Fund Management Ltd. 4
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 4
WEDRX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Debt Fund Class R6 4
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund 4
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 4
Centerstone Investors, LLC 4
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 4
Fisher Funds Management LTD 4
VELA Funds - VELA Short Duration Fund - Class A 4
Keener Financial Planning LLC 4
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 4
Mcmorgan & Co Llc 4
BSJK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 High Yield Corporate Bond ETF 4
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 4
NSI Retail Advisors, LLC 4
Silver Coast Investments LLC 4
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 4
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A 4
Ruane, Cunniff & Goldfarb L.P. 4
Cascades Capital Asset Management, LLC 4
Progeny 3, Inc. 4
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 4
BSJL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 High Yield Corporate Bond ETF 4
Munro Partners 4
S.C. Financial Services, Inc. 4
Pioneer Series Trust I 4
Vista Investment Management 4
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF 4
PDHAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Hard Currency Fund Class A 4
Wilson Asset Management (international) Pty Ltd 4
Lumina Fund Management LLC 4
Emprise Bank 4
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 4
Pacific Capital Partners Ltd 4
VNYTX - VANGUARD NEW YORK TAX-FREE FUNDS - Vanguard New York Long-Term Tax-Exempt Fund Investor Shares 4
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 4
Sebold Capital Management, Inc. 4
Capital Wealth Management, Llc 4
Brian Low Financial Group, Llc 4
Pinnacle Wealth Management Group, Inc. 4
RiverTree Advisors, LLC 4
Makena Capital Management Llc 4
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 4
WILSHIRE VARIABLE INSURANCE TRUST - Wilshire Global Allocation Fund 4
FT Vest Hedged Equity Income Fund: Series B1 4
FT Vest Total Return Income Fund: Series B1 4
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 4
Washington Growth Strategies Llc 4
Sterling Capital Variable Insurance Funds 4
Professional Planning 4
Stenahm Asset Managment Ltd 4
Boyer & Corporon Wealth Management, LLC 4
Sound View Wealth Advisors, Llc 4
Palouse Capital Management, Inc. 4
Semper Augustus Investments Group Llc 4
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 4
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 4
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 4
Aspire Capital Advisors LLC 4
Oppenheimer Global Fund 4
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 4
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares 4
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF 4
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 4
ASIAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Asia Pacific Growth Fund Class A 4
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 4
Integrity Capital Management (HK) Ltd 4
Derbend Asset Management 4
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 4
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A 4
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES 4
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 4
Aragon Global Management, LP 4
Brady Family Wealth, Llc 4
Avos Capital Management, LLC 4
Sensible Financial Planning & Management, LLC. 4
StrongBox Wealth, LLC 4
Victrix Investment Advisors 4
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 4
Compass Financial Advisors Llc 4
ParenteBeard Wealth Management, LLC 4
Public Investment Fund 4
EQTYX - WisdomTree Digital Trust - WisdomTree Siegel Global Equity Digital Fund 4
Rbo & Co Llc 4
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF 4
Blue Investment Partners LLC 4
Lakeshore Capital Group, Inc. 4
Hamilton Point Investment Advisors, LLC 4
EUSM - Strategy Shares - Eventide US Market ETF 4
Gentry Private Wealth, Llc 4
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares 4
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 4
Security Benefit Life Insurance Co /ks/ 4
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A 4
Del-Sette Capital Management, LLC 4
MTCGX - M FUND INC - M Large Cap Growth Fund 4
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 4
Trutina Financial LLC 4
Eaton Financial Holdings Company, LLC 4
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 4
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 4
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 4
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 4
Mango Five Family, Inc. 4
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 4
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 4
Pacific Point Advisors, LLC 4
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 4
Europacific Growth Fund 4
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 4
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 4
Royal Harbor Partners, LLC 4
JAHSX - James Alpha Funds Trust - James Alpha EHS Fund Class R6 4
JFOIX - James Alpha Funds Trust - James Alpha Family Office Fund Class I 4
Deutsche Multi-market Income Trust 4
Audent Global Asset Management, LLC 4
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 4
DHK Financial Advisors, Inc. 4
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 4
Bolthouse Investments, LLC 4
Ares Management Llc 4
NITE - Capitol Series Trust - The Nightview Fund 4
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 4
QGLDX - Advisors Preferred Trust - The Gold Bullion Strategy Fund Investor Class Shares 4
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares 4
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K 4
Soviero Asset Management, LP 4
SDIV - Global X Funds - Global X SuperDividend ETF 4
Enclave Advisors LLC 4
JW Asset Management, LLC 4
TAXX - BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Short Duration ETF 4
Kopernik Global Investors, LLC 4
INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF 4
QRMIX - AQR Funds - AQR Risk Parity II MV Fund Class I 4
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 4
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 4
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 4
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 4
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 4
Bellevue Group AG 4
Retirement Guys Formula Llc 4
Gendell Jeffrey L 4
Financial Consulate Inc. 4
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 4
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 4
Needham Investment Management Llc 4
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 4
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 4
IvyRock Asset Management (HK) Ltd 4
JAHAX - SARATOGA ADVANTAGE TRUST - James Alpha EHS Portfolio Class A Shares 4
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 4
Millington Financial Advisors, LLC 4
Systematic Portfolios LLC 4
Fbl Investment Management Services Inc/ia 4
Letson Investment Management, Inc. 4
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 4
Red Cedar Management, Lp 4
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 4
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 4
Herr Investment Group LLC 4
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 4
WXCIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets ex China Growth Fund Class I 4
Optivise Advisory Services LLC 4
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 4
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 4
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 4
Canoe Financial LP 4
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF 4
MGO Private Wealth, LLC 4
MSTI - Madison ETFs Trust - Madison Short-Term Strategic Income ETF 4
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 4
GURU - Global X Funds - Global X Guru Index ETF 4
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 4
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 4
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 4
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares 4
CRAIX - Community Capital Trust - COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND CRA Shares 4
Cunning Capital Partners, LP 4
PBMIX - FundVantage Trust - Polen U.S. SMID Company Growth Fund Institutional Class 4
Harold Davidson & Associates Inc. 4
Granite Harbor Advisors, Inc. 4
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares 4
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 4
Crake Asset Management LLP 4
Magee Thomson Investment Partners Llc 4
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 4
Redwood Grove Capital, LLC 4
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 4
Newday Solutions, Llc 4
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 4
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 4
FT Vest Total Return Income Fund: Series A4 4
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 4
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 4
ICMAX - Intrepid Capital Management Funds Trust - Intrepid Endurance Fund Investor Class 4
Troluce Capital Advisors LLC 4
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 4
Tiger Eye Capital LLC 4
Point Break Capital Management, LLC 4
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 4
WMBDX - WESMARK FUNDS - WesMark Government Bond Fund 4
Sage Advisors, Llc 4
Plan Investment Fund Inc 4
Deutsche High Income Opportunities Fund, Inc. 4
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 4
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 4
Delta Capital Management Llc 4
Hilltop Partners LLC 4
GAMDX - GOLDMAN SACHS TRUST - Goldman Sachs Local Emerging Markets Debt Fund Class A 4
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 4
McQueen, Ball & Associates Inc. 4
Alley Co LLC 4
BlackRock Innovation & Growth Trust 4
QSV Equity Investors LLC 4
Prepared Retirement Institute LLC 4
Steadfast Advisors Lp 4
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 4
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class 4
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 4
Cardinal Point Wealth Management Partners, LLC 4
BCK Partners, Inc. 4
JFG Wealth Management, LLC 4
Cambrian Capital Limited Partnership 4
Satovsky Asset Management Llc 4
C WorldWide Group Holding A/S 4
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 4
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 4
HRS Investment Holdings, LLC 4
Dakota Community Bank & Trust NA 4
Kellett Schaffner Wealth Advisors LLC 4
Cooksen Wealth, LLC 4
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 4
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 4
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Small Cap Value Fund Class R6 4
Lombard Odier Transatlantic, Limited Partnership 4
Partners Capital Investment Group Llc 4
Jackson Park Capital, Llc 4
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 4
Generate Investment Management Ltd 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Local Debt Fund Class R6 4
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 4
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 4
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 4
Barnes Pettey Financial Advisors, Llc 4
Del Mar Asset Management, LP 4
Gill Capital Partners, Llc 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 4
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 4
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 4
Rahlfs Capital, Llc 4
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 4
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF 4
Waycross Partners, Llc 4
Bennett Selby Investments Lp 4
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 4
Laurel Wealth Planning LLC 4
Maxwell Wealth Strategies Inc. 4
Fox Hill Wealth Management 4
IPDP - Listed Funds Trust - Dividend Performers ETF 4
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 4
Stearns Financial Services Group 4
EVVCX - World Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund R4 Class Shares 4
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 4
Unio Capital LLC 4
Centenus Global Management, Lp 4
Bridgewealth Advisory Group, LLC 4
UNWPX - US GLOBAL INVESTORS FUNDS - World Precious Minerals Fund 4
Jlb & Associates Inc 4
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF 4
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 4
QVOY - Ultimus Managers Trust - Q3 All-Season Active Rotation ETF 4
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares 4
United Bank, Inc. 4
MBA Advisors LLC 4
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 4
Alexander Labrunerie & Co., Inc. 4
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 4
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 4
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 4
Clark Financial Services Group Inc /bd 4
ASFIX - FORUM FUNDS - Absolute Strategies Fund Institutional Shares 4
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 4
CAPOX - FORUM FUNDS - Absolute Capital Opportunities Fund Institutional Shares 4
FT Vest Total Return Income Fund: Series A3 4
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 4
Flat Footed LLC 4
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 4
RQIAX - NORTHERN LIGHTS FUND TRUST III - RESQ Strategic Income Fund Class A Shares 4
RQEAX - NORTHERN LIGHTS FUND TRUST III - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares 4
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 4
TEZIX - MUTUAL FUND SERIES TRUST - Catalyst/Teza Algorithmic Allocation Income Fund Class I 4
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 4
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 4
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 4
SageGuard Financial Group, LLC 4
Meridian Investment Counsel Inc. 4
Lyons Wealth Management, LLC. 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 4
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 4
Samsung Asset Management (New York), Inc. 4
Emerald Advisors, LLC 4
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares 4
FT Vest Hedged Equity Income Fund: Series A3 4
Cambridge Financial Group, LLC 4
Permit Capital Advisors, LLC 4
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares 4
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 4
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 4
AOTG - EA Series Trust - AOT Growth and Innovation ETF 4
Jnl Series Trust - Jnl/s&p Total Yield Fund (a) 4
Patriot Wealth Management, Inc. 4
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 4
Arcadia Investment Advisors Llc 4
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 4
Auto-Owners Insurance Co 4
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 4
Moulton Wealth Management, Inc 4
RIMCX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Intermediate Fixed Income Fund Class N 4
Mount Capital Ltd 4
NCM Capital Advisers, Inc. 4
JHCP - John Hancock Exchange-Traded Fund Trust - John Hancock Core Plus Bond ETF 4
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 4
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 4
IMFD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Defensive Core Fixed Income ETF 4
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 4
Private Wealth Advisors, Inc. 4
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1 4
Weik Capital Management 4
Shore Point Advisors, LLC 4
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class 4
SMI Advisory Services, LLC 4
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 4
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 4
One Fin Capital Management LP 4
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 4
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 4
Advocate Group Llc 4
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 4
Robeco Schweiz AG 4
Albert D Mason Inc 4
Kellogg W K Foundation Trust 4
FAQDX - Fidelity Greenwood Street Trust - Fidelity Macro Opportunities Fund Fidelity Advisor Macro Opportunities Fund: Class M 4
First Trust Specialty Finance & Financial Opportunities Fund 4
HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares 4
Tremblant Capital Group 4
Alpha Quant Advisors, Llc 4
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 4
Bernardo Wealth Planning LLC 4
Sensato Investors LLC 4
Ceera Investments, Llc 4
Coco Enterprises, LLC 4
Wildermuth Endowment Strategy Fund 4
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 4
Lau Associates Llc 4
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 4
PACIFIC SELECT FUND - Currency Strategies Portfolio CLASS I 4
NOINX - Northern Funds - Northern International Equity Index Fund 4
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 4
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF 4
Optimist Retirement Group LLC 4
Omega Financial Group, LLC 4
Crew Capital Management, Ltd. 4
Harvey Capital Management Inc 4
Value Partners Ltd /adv 4
Rede Wealth, LLC 4
Kylin Management LLC 4
Difesa Capital Management, Lp 4
Eagle Capital Growth Fund, Inc. 4
Fortune 45 LLC 4
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 4
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 4
Short Duration High Income Portfolio - Short Duration High Income Portfolio 4
Invesco Securities Trust - Invesco Balanced-Risk Aggressive Allocation Fund 4
Kcl Capital, L.p. 4
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 4
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 4
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 4
BBR ALO Fund, LLC 4
Arbor Capital Management Llc 4
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class 4
CIMDX - ALPS Series Trust - Clarkston Founders Fund Institutional Class 4
Cooper Capital Advisors LLC 4
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 4
CFSMX - ALPS Series Trust - Clarkston Partners Fund Founders Class 4
Axel Capital Management, LLC 4
Managed Asset Portfolios, Llc 4
Lara, May & Associates, Llc 4
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 4
BWDIX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class I Shares 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 4
Wilkinson Global Asset Management LLC 4
Sonic Fund II, L.P. 4
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 4
Fs Multi-alternative Income Fund 4
Opus Investment Management Inc 4
Managed Account Series II - BlackRock U.S. Mortgage Portfolio Investor A Shares 4
Eq Llc 4
EPIQ Capital Group, LLC 4
FT Vest Hedged Equity Income Fund: Series A4 4
Epiq Partners, Llc 4
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares 4
Riversville Capital, Inc. 4
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 4
Oskie Capital Management, Llc 4
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 4
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 4
Investors Financial Group, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 4
Ssa Swiss Advisors Ag 4
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 4
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 4
Wd Rutherford Llc 4
Global Macro Portfolio - Global Macro Portfolio 4
VCIEX - VALIC Co I - International Equities Index Fund 4
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 4
High Income Opportunities Portfolio - High Income Opportunities Portfolio 4
Hawkins Capital L.P. 4
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 4
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 4
CAP Partners, LLC 4
Philosophy Capital Management LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II 4
Cascade Investment Group, Inc. 4
Envision Financial LLC 4
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 4
Renaissance Investment Group LLC 4
WECCX - WELLS FARGO FUNDS TRUST - Wells Fargo Endeavor Select Fund Class C 4
Pelham Capital Ltd. 4
Granby Capital Management, LLC 4
Pitti Group Wealth Management, LLC 4
Second Half Financial Partners, LLC 4
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 4
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 4
Nuveen Real Asset Income & Growth Fund 4
Fdp Series Ii, Inc. 4
CLERX - ADVISORONE FUNDS - CLS Growth and Income Fund Class N 4
Kieckhefer Group Llc 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 4
GRATRY & Co LLC 4
C-J Advisory, Inc. 4
Stillwater Investment Management, LLC 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 4
Arkfeld Wealth Strategies, L.L.C. 4
Clg Llc 4
EQ ADVISORS TRUST - All Asset Growth-Alt 20 Portfolio Class IA 4
CLSAX - ADVISORONE FUNDS - CLS Global Diversified Equity Fund Class N 4
Biondo Investment Advisors, LLC 4
LST - Managed Portfolio Series - Leuthold Select Industries ETF 4
Fairway Private Equity & Venture Capital Opportunities Fund 4
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 4
Allegiant Private Advisors, LLC 4
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 4
Altus Capital Inc. 4
Kempner Capital Management Inc. 4
jvl associates llc 4
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 4
Wells Trecaso Financial Group, LLC 4
Hi-Line Capital Management, LLC 4
Braeside Investments, LLC 4
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 4
Aquila Investment Management LLC 4
LBJ Family Wealth Advisors, Ltd. 4
WEHIX - WEITZ FUNDS - Hickory Fund 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 4
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 4
Blackthorn Investment Group Llc 4
RoundAngle Advisors LLC 4
Three Bays Capital Lp 4
International Value Advisers, LLC 4
Guardian Asset Advisors, LLC 4
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF 4
Smith, Graham & Co., Investment Advisors, LP 4
Gruber & Mcbaine Capital Management Llc 4
Oracle Alpha Inc. 4
Next Century Growth Investors Llc 4
Act Wealth Management, Llc 4
Global Opportunities Portfolio - Global Opportunities Portfolio 4
WT Asset Management Ltd 4
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 4
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 4
Stark Wealth Management LLC 4
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 4
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 4
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 4
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I 4
Johnson Bixby & Associates, LLC 4
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 4
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 4
FPCGX - ADVISORS SERIES TRUST - Fort Pitt Capital Total Return Fund 4
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 4
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 4
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 4
Tradition Asset Management Llc 4
Jones Road Capital Management, L.p. 4
Shelter Mutual Insurance Co 4
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 4
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 4
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 4
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 4
CVRD - Madison ETFs Trust - Madison Covered Call ETF 4
Timelo Investment Management Inc. 4
Investment Management Associates Inc /adv 4
Investment Advisory Services Inc /tx /adv 4
CCOR - Listed Funds Trust - Core Alternative ETF 4
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 4
LCAIX - LAZARD FUNDS INC - Lazard Opportunistic Strategies Portfolio Institutional Shares 4
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 4
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 4
Defined Financial Planning LLC 4
RW Investment Management LLC 4
Dentgroup LLC 4
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 4
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 4
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2033 4
Harvest Volatility Management Llc 4
Muirfield Wealth Advisors Llc 4
MEFOX - Ultimus Managers Trust - Meehan Focus Fund 4
CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF 4
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 4
Athena Investment Management 4
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 4
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 4
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 4
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 4
Deutsche High Income Trust 4
Private Capital Management 4
Alcosta Capital Management, Inc. 4
EMFQ - Amplify ETF Trust - Amplify International Online Retail ETF 4
Absoluto Partners Gestao de Recursos Ltda 4
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF 4
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 4
Wells Financial Advisors INC 4
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 4
TDSC - Exchange Listed Funds Trust - Cabana Target Drawdown 10 ETF 4
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 4
Psg Capital Management Trust 4
Legacy Wealth Management, LLC / MS 4
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 4
Motley Fool Funds Trust 4
JBR Co Financial Management Inc 4
Privium Fund Management B.V. 4
Haber Trilix Advisors, Lp 4
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 4
Metavasi Capital LP 4
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A 4
Philip James Wealth Mangement, LLC 4
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 4
Top Ace Asset Management Ltd 4
Orser Capital Management, Llc 4
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 4
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 4
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 4
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 4
Rezny Wealth Management, Inc. 4
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 4
Center For Asset Management LLC 4
Kestrel Investment Management Corp 4
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 4
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 4
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 4
MAS Advisors LLC 4
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 4
CATOX - Starboard Investment Trust - Cavalier Tactical Rotation Fund Class C Shares 4
Priebe Wealth Holdings LLC 4
TT Capital Management LLC 4
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 4
AMAX - Starboard Investment Trust - RH Hedged Multi-Asset Income ETF 4
Cassaday & Co Inc. 4
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 4
BIGTX - Monteagle Funds - The Texas Fund Class I 4
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 4
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 4
Strathmore Capital Advisors, Inc. 4
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 4
Gruss Capital Management LP 4
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 4
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 4
Concourse Capital Management, LLC 4
North Point Portfolio Managers Corp/oh 4
Kades & Cheifetz LLC 4
Lawson Kroeker Investment Management Inc/ne 4
NorthStar Asset Management LLC /NJ/ 4
Corient IA LLC 4
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 4
HOMPX - Series Portfolios Trust - HW Opportunities MP Fund 4
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 4
Brown University 4
Virtus Insight Trust 4
Clay Northam Wealth Management, LLC 4
Fairtree Asset Management (Pty) Ltd 4
OV Management LLC 4
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 4
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 4
Towneley Capital Management, Inc / DE 4
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 4
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 4
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 4
Swarthmore Group Inc 4
Rudman Errol M 4
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 4
PENN SERIES FUNDS INC - Smid Cap Value Fund 4
Maiden Cove Capital, LLC 4
Atlas Wealth Partners, LLC 4
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 4
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class 4
Pacholder High Yield Fund Inc 4
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 4
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 4
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 4
Cohen Investment Advisors LLC 4
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 4
Managed High Yield Plus Fund Inc 4
Hawk Ridge Capital Management Lp 4
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 4
Horan Capital Management 4
Arbor Capital Management Inc /adv 4
PENN SERIES FUNDS INC - Mid Cap Growth Fund 4
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 4
Bourne Lent Asset Management Inc 4
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 4
Round Hill Asset Management 4
Capital Investment Counsel, LLC 4
SCSSX - STERLING CAPITAL FUNDS - Sterling Capital Securitized Opportunities Fund A Class 4
LGRUX - LORD ABBETT TRUST I - Lord Abbett Investment Grade Floating Rate Fund Class R6 4
Breithorn Capital Management 4
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 4
Peak Retirement Planning, Inc. 4
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 4
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 4
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 4
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 4
IVC Wealth Advisors LLC 4
Florence Capital Advisors, LLC 4
City Financial Investment Co Ltd 4
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI 4
JPICX - JPMorgan Trust I - JPMorgan California Tax Free Bond Fund Class I 4
PENN SERIES FUNDS INC - High Yield Bond Fund 4
JEMDX - JPMorgan Trust I - JPMorgan Emerging Markets Debt Fund Class I 4
PRNT - Ark ETF Trust - The 3D Printing ETF 4
Bridge Generations Wealth Management Llc 4
Sapience Investments, LLC 4
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 4
Eagle Wealth Strategies Llc 4
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 4
EMBD - Global X Funds - Global X Emerging Markets Bond ETF 4
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 4
Certior Financial Group, Llc 4
Ramsey Asset Management 4
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares 4
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 4
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 4
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 4
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 4
Broad Run Investment Management, LLC 4
22nw, Lp 4
Birmingham Capital Management Co Inc/al 4
VELA Investment Management, LLC 4
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 4
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 4
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 4
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 4
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 4
FPA FUNDS TRUST - FPA International Value Fund 4
Triad Financial Advisors, Inc. 4
Penn Mutual Life Insurance Co 4
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 4
Moment Partners, LLC 4
AMG Funds LLC 4
Boston Research & Management Inc 4
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 4
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 4
RYSEX - ROYCE FUND - Royce Special Equity Fund Investment Class 4
Tikvah Management LLC 4
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 4
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 4
Ewing Morris & Co. Investment Partners Ltd. 4
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares 4
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 4
Stringer Asset Management, Llc 4
WealthBridge Investment Counsel Inc. 4
Western Standard LLC 4
Financial Advisory Group 4
Signature Wealth Management Partners, LLC 4
Freemont Management S.A. 4
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 4
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 4
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 4
Kahn Brothers Group Inc /de/ 4
Aquire Wealth Advisors, LLC 4
Touchstone Investment Trust 4
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 4
Note Advisors, LLC 4
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 4
Oppenheimer Global Value Fund 4
Baskin Financial Services Inc. 4
January Capital Advisors LLC 4
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 4
Highland Global Allocation Fund 4
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 4
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 4
Robinson Smith Wealth Advisors Llc 4
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 4
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 4
Moon Capital Management, LLC 4
PhiloSmith Capital Corp 4
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 4
MOKAN Wealth Management Inc. 4
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 4
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 4
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 4
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 4
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF 4
Taube Brook 4
Spectrum Advisory Services Inc 4
Aire Advisors, Llc 4
Salient Private Client, Llc 4
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 4
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 4
Baltimore Capital Management, Inc 4
Nuveen High Income 2020 Target Term Fund 4
Steel Canyon Capital, LLC 4
Profunds - Profund Vp Asia 30 4
Rivermont Capital Management LP 4
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 4
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 4
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
Towerpoint Wealth, LLC 4
Unison Asset Management LLC 4
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 4
Ciovacco Capital Management LLC 4
PIMCO Flexible Municipal Income Fund 4
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 4
IATAX - IVY FUNDS - Ivy Accumulative Fund Class A 4
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF 4
P.R. Herzig & Co. Inc. 4
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 4
Corps Capital Advisors, LLC 4
Weber Alan W 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 4
Blackrock Enhanced Global Dividend Trust 4
First Interstate Bancsystem Inc 4
Tribune Investment Group LP 4
Pacific Grove Capital LP 4
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 4
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 4
Pine Haven Investment Counsel, Inc 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
Matthew Goff Investment Advisor, LLC 4
Hillhouse Capital Management, Ltd. 4
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 4
Nokota Management, LP 4
Key Bridge Compliance, LLC 4
SUBS - EXCHANGE TRADED CONCEPTS TRUST - Fount Subscription Economy ETF 4
Compass Capital Corp /ma/ /adv 4
TQEZX - AMG FUNDS - AMG TimesSquare Emerging Markets Small Cap Fund Class Z 4
Biechele Royce Advisors 4
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 4
Hahn Capital Management Llc 4
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 4
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 4
BHK Investment Advisors, LLC 4
Key Square Capital Management LLC 4
Armor Investment Advisors, LLC 4
NODE - VanEck Funds - Onchain Economy ETF 4
Marshall Investment Management, Llc 4
VCHYX - VALIC Co II - High Yield Bond Fund 4
Power Wealth Management Llc 4
Prince Street Capital Management LLC 4
Hoertkorn Richard Charles 4
Wittenberg Investment Management, Inc. 4
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 4
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 4
Summit Equities Inc 4
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 4
Invesco Dynamic Credit Opportunities Fund 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
LifePlan Investment Advisors, Inc. 3
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF 3
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 3
Rex Capital Advisors, LLC 3
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6 3
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 3
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 3
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares 3
Voya Emerging Markets High Dividend Equity Fund 3
Altrius Capital Management Inc 3
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares 3
MSF Capital, LLC 3
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 3
Savoie Capital LLC 3
Kampmann Melissa S. 3
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 3
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 3
Voya International High Dividend Equity Income Fund 3
GUNN & Co INVESTMENT MANAGEMENT, INC. 3
Windsor Advisory Group, LLC 3
American National Bank & Trust Co /va/ 3
Westport Asset Management Inc 3
Tepp RIA, LLC 3
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 3
Amcap Fund 3
Tallon Kerry Patrick 3
Gardner Russo & Quinn Llc 3
BFI Infinity Ltd. 3
Lombard Odier & Cie (Canada), Limited Partnership 3
Genoa Capital Gestora de Recursos Ltda. 3
Allianzgi Convertible & Income 2024 Target Term Fund 3
Zweig Advisers Llc 3
La Financiere De L'echiquier 3
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 3
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund 3
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 3
Eachwin Capital, Lp 3
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 3
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 3
TRGSX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Focused Growth Equity Fund 3
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 3
Oppenheimer Main Street All Cap Fund 3
Nuveen Senior Income Fund 3
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A 3
SEG Partners Long/Short Equity Fund 3
Transamerica Income Shares, Inc. 3
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 3
Tensile Capital Management LP 3
Spahn Wealth & Retirement LLC 3
PSGAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Growth Fund Class A 3
Numina Capital Management, LLC 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
VKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Core Fund Class A 3
PKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Core Fund Class A 3
Cs Mckee Lp 3
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 3
Nuveen Floating Rate Income Fund 3
Nuveen Floating Rate Income Opportunity Fund 3
Nantahala Capital Management, LLC 3
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class 3
Coombe, Bender & Co LLC 3
Pamalican Asset Management Ltd 3
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 3
Nuveen Short Duration Credit Opportunities Fund 3
Hatteras Funds, LLC 3
Miller Wealth Advisors, Llc 3
RMRKX - Rimrock Funds Trust - Rimrock Core Bond Fund 3
Palmer Square Opportunistic Income Fund 3
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 3
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 3
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares 3
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares 3
Lynwood Price Capital Management Lp 3
Pine Ridge Advisers LLC 3
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 3
Healthcare Value Capital, LLC 3
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares 3
Wedgewood Partners Inc 3
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 3
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 3
ACEFX - Unified Series Trust - Absolute Strategies Fund Institutional Shares 3
Arrow Capital Pty Ltd 3
Tide Point Capital Management, Lp 3
Landing Point Financial Group, LLC 3
Yost Capital Management, L.L.C. 3
LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares 3
Legg Mason, Inc. 3
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares 3
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 3
Austin Wealth Management, LLC 3
GDS Wealth Management 3
Arrowgrass Capital Partners Llp 3
Coign Capital Advisors LLC 3
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 3
Himension Fund 3
Lountzis Asset Management, Llc 3
Arrow Capital Management, LLC 3
Tyrian Investments, L.P. 3
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class 3
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 3
Lyrical Asset Management Lp 3
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 3
Vawter Financial, Ltd. 3
Clarity Capital Partners LLC 3
SMLL - Harbor ETF Trust - Harbor Active Small Cap ETF 3
Threshold Group LLC 3
Global Frontier Investments LLC 3
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 3
DIAVX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Inflation Adjusted Securities Fund Investor Shares 3
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares 3
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 3
Arlington Value Capital, LLC 3
MAPP - Harbor ETF Trust - Harbor Multi-Asset Explorer ETF 3
Calamos ETF Trust - Calamos Convertible Equity Alternative ETF 3
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 3
BlackRock ETF Trust - BlackRock Large Cap Core ETF 3
AILG - Listed Funds Trust - Alpha Intelligent - Large Cap Growth ETF 3
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class 3
Princeton Portfolio Strategies Group LLC 3
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF 3
VEGA - AdvisorShares Trust - AdvisorShares STAR Global Buy-Write ETF 3
Manulife Financial Corp 3
Evexia Wealth Llc 3
Herring Creek Capital Management, LLC 3
Gabelli Multimedia Trust Inc. 3
IAUF - iShares U.S. ETF Trust - iShares Gold Strategy ETF 3
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 3
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 3
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 3
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 3
CSMD - PROFESSIONALLY MANAGED PORTFOLIOS - Congress SMid Growth ETF 3
De Lisle Partners LLP 3
STXT - EA Series Trust - Strive Total Return Bond ETF 3
Blue Water Life Science Advisors, LLC 3
Swan Global Investments, LLC 3
BMS Financial Advisors, LLC 3
Peninsula Asset Management Inc 3
Kalmar Investments Inc /de/ 3
GPMCX - Grandeur Peak Global Trust - Grandeur Peak Global Micro Cap Fund Institutional Class 3
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 3
Qualcomm Inc/de 3
GPEOX - Grandeur Peak Global Trust - Grandeur Peak Emerging Markets Opportunities Fund Investor Class 3
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 3
Newbrook Capital Advisors LP 3
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 3
EMB - iSHARES TRUST - iShares J.P. Morgan USD Emerging Markets Bond ETF 3
GISYX - Grandeur Peak Global Trust - Grandeur Peak International Stalwarts Fund Institutional Class 3
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I 3
Bow Street, Llc 3
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 3
Touchstone Capital, Inc. 3
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 3
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 3
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 3
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 3
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 3
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 3
Massar Capital Management, LP 3
Enstar Group LTD 3
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 3
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 3
Bouvel Investment Partners, LLC 3
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 3
Sovereign's Capital Management, LLC 3
Salus Financial Advisors, LLC 3
Concord Asset Management Llc 3
Hansberger Growth Investors, Lp 3
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I 3
Apex Wealth Management, LLC 3
Valinor Management, Llc 3
Gamco Mathers Fund 3
Invesco Exchange Fund - INVESCO EXCHANGE FUND 3
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 3
Emmett Investment Management, LP 3
BLI - Banque de Luxembourg Investments 3
Nuveen Dow 30sm Dynamic Overwrite Fund 3
THCSX - THORNBURG INVESTMENT TRUST - Thornburg Core Plus Bond Fund Class R6 3
Blackstone Real Estate Income Master Fund 3
Verger Capital Management LLC 3
Strid Group, LLC 3
Alta Park Capital, LP 3
Aston Asset Management, LLC 3
ADAPT Investment Managers SA 3
Fiduciary Financial Services Of The Southwest Inc /tx 3
Gabelli Global Small & Mid Cap Value Trust 3
Strive Asset Management, LLC 3
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 3
Hansberger Global Investors Inc/fl 3
Elefante Michael B 3
Trustees of Dartmouth College 3
Barings Global Short Duration High Yield Fund 3
BTCR - Volt ETF Trust - Volt Crypto Industry Revolution and Tech ETF 3
Yorkville Capital Management, Llc 3
Koa Wealth Management, LLC 3
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 3
Vinland Capital Management Gestora de Recursos LTDA. 3
Morangie Management LLC 3
CRIT - EXCHANGE TRADED CONCEPTS TRUST - Optica Rare Earths & Critical Materials ETF 3
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF 3
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 3
ESMAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO European Small Company Fund Class A 3
Wilkinson Ogrady & Co Inc /ny 3
SevenOneSeven Capital Management 3
BHR Capital LLC 3
Scotia Institutional Investments US, LP 3
Rivernorth Marketplace Lending Corp 3
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 3
Sanford Advisory Services, LLC 3
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 3
Nuveen Mortgage Opportunity Term Fund 3
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 3
First Trust Enhanced Equity Income Fund 3
Convector Capital Management, LP 3
Gabelli Healthcare & Wellnessrx Trust 3
Edmond De Rothschild Asset Management (luxembourg) 3
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 3
Oppenheimer Main Street Mid Cap Fund 3
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 3
ALMAX - ALGER FUNDS - Alger Weatherbie Specialized Growth Fund Class A 3
Westend Partners Lp 3
Chai Trust Co Llc 3
Mittelman Wealth Management 3
Cypress Funds Llc 3
Rowland & Co Investment Counsel/adv 3
North Ridge Wealth Advisors, Inc. 3
LLDHQ - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Limited Duration Bond Fund 3
Sab Capital Management Lp 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 3
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 3
Three Seasons Wealth, LLC 3
Lincluden Management Ltd 3
Sprott Focus Trust Inc. 3
KDT Advisors, LLC 3
Reliant Investment Partners, LLC 3
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund 3
Banque de Luxembourg S.A. 3
TPINX - TEMPLETON INCOME TRUST - Templeton Global Bond Fund Class A 3
St. Clair Advisors, LLC 3
Goodnow Investment Group, Llc 3
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF 3
Financial Designs Corp 3
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 3
Global Strategic Management Inc 3
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 3
Forest Hill Capital, LLC 3
AVGB - AMERICAN CENTURY ETF TRUST - Avantis Credit ETF 3
Goldman Sachs Real Estate Diversified Income Fund 3
Trace Wealth Advisors, LLC 3
Morgan Stanley India Investment Fund, Inc. 3
Tema Etfs Llc 3
Hayman Capital Management, L.p. 3
GISOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Stalwarts Fund Investor Class 3
Trust Co of the South 3
Terril Brothers, Inc. 3
EVR Research LP 3
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF 3
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 3
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A 3
IYVAX - IVY FUNDS - Ivy Value Fund Class A 3
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 3
MSVX - ETF Series Solutions - LHA Market State Alpha Seeker ETF 3
Precedent Wealth Partners, Llc 3
Blue Rock Wealth Management LLC 3
Puzo Michael J 3
Summit Creek Advisors LLC 3
Mrj Capital Inc 3
CIOAX - CALVERT WORLD VALUES FUND INC - Calvert International Opportunities Fund Class A 3
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 3
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 3
AVALX - AEGIS FUNDS - Aegis Value Fund Class I 3
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 3
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR 3
Kensington Investment Counsel, LLC 3
First Wilshire Securities Management Inc 3
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 3
Glenview State Bank Trust Dept. 3
Putnam Europe Equity Fund 3
USGAX - MORGAN STANLEY US GOVERNMENT SECURITIES TRUST - Morgan Stanley US Government Securities Trust A 3
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB 3
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 3
Avid Wealth Partners LLC 3
Navigoe, LLC 3
Waterfront Capital Partners, LLC 3
Osher Van de Voorde Investment Management 3
Blue Harbour Group, L.P. 3
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 3
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A 3
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 3
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares 3
Horizon Advisory Services, Inc. 3
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF 3
EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A 3
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 3
Ramsay, Stattman, Vela & Price, Inc. 3
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 3
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 3
Future You Wealth Llc 3
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 3
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 3
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 3
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 3
Baupost Group Llc/ma 3
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 3
MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. 3
GMBVX - GMO TRUST - GMO Small Cap Quality Fund Class R6 3
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 3
Foyston, Gordon, & Payne Inc 3
ALIL - EA Series Trust - Argent Focused Small Cap ETF 3
Bill & Melinda Gates Foundation Trust 3
Ami Investment Management Inc 3
Andalusian Capital Partners, Lp 3
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF 3
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 3
Lanham O'Dell & Company, Inc. 3
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 3
Vancity Investment Management Ltd 3
Blackrock Enhanced Government Fund, Inc. 3
Caprin Asset Management Llc /adv 3
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class 3
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class 3
Harbour Trust & Investment Management Co 3
Prosperity Planning, Inc. 3
Helium Advisors LLC 3
Kidder Stephen W 3
PCGTX - PACE SELECT ADVISORS TRUST - PACE Mortgage-Backed Securities Fixed Income Investments Class P 3
Vivid Wealth Management, LLC 3
Gyrus Investment Management Inc. 3
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II 3
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 3
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 3
Polaris Capital Management, LLC 3
LB Partners LLC 3
JUCY - ETF Series Solutions - Aptus Enhanced Yield ETF 3
GPARX - GPS Funds II - GuidePath(R) Absolute Return Allocation Fund Service Shares 3
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF 3
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 3
Hugh Johnson Advisors LLC 3
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund 3
Sims Total Return Fund, Inc. 3
Columbia River Financial Group, LLC 3
Richmond Investment Services, LLC 3
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 3
HT Partners LLC 3
Rmr Real Estate Income Fund 3
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc 3
Davidson Kempner Partners 3
Tmd & Associates, Inc 3
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 3
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF 3
Michels Family Financial, LLC 3
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 3
Sage Financial Management Group, Inc. 3
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 3
HORAN Wealth, LLC 3
StellarOne CORP 3
Putnam ETF Trust - Putnam ESG High Yield ETF - 3
Lazard Global Total Return & Income Fund Inc 3
Forte Asset Management Llc 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2035 Fund Class A 3
Gresham Partners, LLC 3
Underhill Investment Management Llc 3
EELV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF 3
PCY - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF 3
PIE - Invesco Exchange-Traded Fund Trust II - Invesco DWA Emerging Markets Momentum ETF 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
HAO - Invesco Exchange-Traded Fund Trust II - Invesco China Small Cap ETF 3
Strongvest Etf Trust 3
Gems Management Ltd 3
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 3
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 3
OIOIX - Investment Managers Series Trust II - AXS Income Opportunities Fund Class I 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 3
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A 3
Covington Investment Advisors Inc. 3
Manitou Investment Management Ltd. 3
GTDDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Developing Markets Fund Class A 3
IZSIX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Select Opportunities Fund CLASS R5 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco International Select Equity Fund Class A 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 3
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A 3
BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund 3
TGRAX - Aim Investment Funds (invesco Investment Funds) - Invesco Pacific Growth Fund Class A 3
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 3
LIVR - EA Series Trust - Intelligent Livermore ETF 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 3
Endicott Management Co 3
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 3
Capstone Wealth Management Group, Llc 3
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares 3
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 3
PIMCO FUNDS - PIMCO U.S. Government and Short-Term Investments Portfolio 3
Bmt Investment Funds 3
IFOCX - Aim Sector Funds (invesco Sector Funds) - Invesco Technology Sector Fund Class C 3
IAOPX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Opportunities Fund Class A 3
Oppenheimer Global High Yield Fund 3
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund 3
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A 3
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A 3
Alpha Square Group S, LLC 3
Clear Street Derivatives LLC 3
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 3
Legacy Wealth Management, Inc 3
IEMAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Emerging Markets Select Equity Fund Class A 3
Holland Capital Management Llc 3
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y 3
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 3
Shum Financial Group, Inc. 3
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 3
Bosman Wealth Management, LLC 3
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 3
American Assets Capital Advisers, LLC 3
Lyon Street Capital, LLC 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 3
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 3
AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A 3
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
Bull Street Advisors, LLC 3
Leading Edge Financial Planning LLC 3
DDFG, Inc 3
Windham Capital Management, LLC 3
Western Asset/claymore Inflation-linked Opportunities & Income Fund 3
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 3
Edgar Lomax Co/va 3
Raging Capital Management, LLC 3
Pacific Ridge Capital Partners, LLC 3
LVLAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Low Volatility Emerging Markets Fund Class A 3
Fine Capital Partners, L.P. 3
PXLVX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS Fund Class A 3
New England Professional Planning Group Inc. 3
Amara Financial, Llc. 3
FTIIX - FEDERATED INTERNATIONAL SERIES INC - Federated Global Total Return Bond Fund Class A Shares 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6 3
Westfuller Advisors, LLC 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C 3
Reservoir Operations, L.P. 3
Wills Financial Group LLC 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 3
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 3
Miller Investment Management, LP 3
Blackrock Dividend Income Trust 3
BGEIX - American Century Quantitative Equity Funds, Inc. - Global Gold Fund Investor Class 3
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 3
FT Vest Rising Dividend Achievers Total Return Fund 3
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares 3
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 3
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 3
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 3
Columbia Pacific Advisors, LLC 3
Mader & Shannon Wealth Management, Inc. 3
GeoSphere Capital Management 3
Fonville Wealth Management LLC 3
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 3
Stephenson & Company, Inc. 3
Matlinpatterson Global Advisers Llc 3
Pacific Heights Asset Management Llc 3
Chapwood Capital Investment Management, LLC 3
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 3
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2045 Fund Class A 3
Hillcrest Asset Management LLC 3
Mohican Financial Management, LLC 3
Cohen Lawrence B 3
Texas Capital Bancshares Inc/tx 3
Osprey Private Wealth LLC 3
John Hancock Tax-advantaged Global Shareholder Yield Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 3
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class 3
Emerging Markets Local Income Portfolio - Emerging Markets Local Income Portfolio 3
SHMDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Fund Institutional Class 3
Gimbal Financial 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2060 Fund Class A 3
Telemus Investment Management, LLC 3
Disciplined Growth Investors Inc /mn 3
Sentry LLC 3
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 3
Goepper Burkhardt LLC 3
Elliott Management Corporation 3
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class 3
Baker Boyer National Bank 3
Graphene Investments SAS 3
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 3
Elevation Etf Trust 3
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 3
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 3
Loveless Wealth Management LLC 3
Foundation Wealth Management, LLC 3
Eagle Capital Management, LLC 3
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 3
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 3
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 3
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 3
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 3
Twele Capital Management, Inc. 3
Stone Point Capital Llc 3
Sofi Wealth, Llc 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
SA FUNDS INVESTMENT TRUST - SA International Value Fund 3
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 3
FINX - Global X Funds - Global X FinTech ETF 3
Foundation Resource Management Inc 3
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 3
RKSAX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller US Small Cap Core Fund Class A 3
Henssler Funds Inc 3
Talbot Financial, LLC 3
Bruni J V & Co /co 3
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 3
Convergence Financial, LLC 3
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional 3
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 3
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 3
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 3
Elm Advisors, Llc 3
IOO - iSHARES TRUST - iShares Global 100 ETF 3
Merkkuri Wealth Advisors LLC 3
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF 3
Duff & Phelps Utility & Corporate Bond Trust Inc 3
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 3
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 3
Elm Ridge Management, LLC 3
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF 3
Wit, Llc 3
Alpine Global Premier Properties Fund 3
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2050 Fund Class A 3
Niemann Capital Management Inc 3
Aster Investment Management Co Inc 3
Alpine Equity Trust 3
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio 3
Life Line Wealth Management Llc 3
Kapstone Financial Advisors LLC 3
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2065 Fund Class A 3
Matterhorn Capital Management, LLC 3
Tygh Capital Management, Inc. 3
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 3
EDGH - Advisors' Inner Circle Fund II - 3EDGE Dynamic Hard Assets ETF 3
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF 3
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 3
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I 3
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 3
Cion Ares Diversified Credit Fund 3
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund 3
Tripletail Wealth Management, LLC 3
Litespeed Management, L.L.C. 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2040 Fund Class A 3
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 3
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF 3
Evensky & Katz LLC 3
Jetstream Capital LLC 3
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 3
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP 3
Kenmare Capital Partners, L.L.C. 3
Eaton Vance High Income 2021 Target Term Trust 3
Newton One Investments LLC 3
Knoll Capital Management, LLC 3
PWRAX - Northern Lights Fund Trust - Power Income Fund Class A 3
Ranger Investment Management, L.P. 3
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 3
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 3
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 3
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C 3
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 3
NFC Investments, LLC 3
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 3
AGGS - Harbor ETF Trust - Harbor Disciplined Bond ETF 3
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 3
Northern Lights Variable Trust - Power Income VIT Fund Class 1 Shares 3
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 3
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares 3
Edinburgh Partners Ltd 3
Premier Financial Group 3
Compass Wealth Management, LLC/GA 3
GENT - Spinnaker ETF Series - Genter Capital Taxable Quality Intermediate ETF 3
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 3
F/M Funds Trust - F/m Investments Large Cap Focused Fund Institutional Class Shares 3
MB Generational Wealth, LLC 3
Ivy High Income Opportunities Fund 3
Wynnefield Capital Inc 3
Shared Vision Wealth Group LLC 3
Harbourvest Partners Llc 3
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 3
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF 3
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 3
Wellington Capital Management, Inc. 3
Reik & Co., Llc 3
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 3
Angel Oak Dynamic Financial Strategies Income Term Trust 3
Riverbridge Partners Llc 3
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 3
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 3
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
Train Babcock Advisors Llc 3
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 3
Kirr Marbach & Co Llc /in/ 3
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 3
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 3
Smid-cap Portfolio 3
Fidelity Colchester Street Trust 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2025 Fund Class A 3
Fieldpoint Private Advisors, Inc 3
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 3
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares 3
Marque Millennium Capital Management Lcc 3
RELIANCE TRUST Co 3
Mount Vernon Associates Inc /md/ 3
Butensky & Cohen Financial Security, Inc 3
Ironsides Partners LLC 3
Doubleline Income Solutions Fund 3
Doubleline Opportunistic Credit Fund 3
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
Elite Financial, Inc. 3
Arena Capital Advisors, LLC- CA 3
IronOak Wealth LLC. 3
Ab Multi-manager Alternative Fund 3
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 3
Arctis Global LLC 3
VFPIX - FundVantage Trust - Private Capital Management Value Fund Class I 3
Alpha Wealth Funds, LLC 3
Financial Planning & Information Services, Inc. 3
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 3
Bannerman Wealth Management Group, Llc 3
GCRIX - GOLDMAN SACHS TRUST - Goldman Sachs Concentrated Growth Fund Institutional 3
VCGSX - VALIC Co I - Government Securities Fund 3
AAFCPAs Wealth Management, LLC 3
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 3
VCCEX - VALIC Co I - Core Equity Fund 3
VCSOX - VALIC Co I - International Socially Responsible Fund 3
Phoenix Investment Adviser LLC 3
Thoma Capital Management LLC 3
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A 3
KOKUSAI Asset Management Co., Ltd. 3
Shelter Ins Retirement Plan 3
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 3
Focused Investors LLC 3
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 3
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 3
Tactical Allocation Group LLC 3
TCM Advisors, LLC 3
Mizuho Financial Group Inc 3
Susquehanna Trust & Investment Co 3
PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund 3
Sky Investment Group LLC 3
Nvest Financial, LLC 3
Provident Trust Co 3
Applied Capital LLC/FL 3
RTRE - Collaborative Investment Series Trust - Rareview Total Return Bond ETF 3
Wakefield Alternative Series Trust 3
PENN SERIES FUNDS INC - Mid Cap Value Fund 3
Connors Funds - Connors Hedged Equity Fund Institutional Class 3
Ark & Tlk Investments, Llc 3
Kingsbury Capital Investment Advisors LLC 3
Fort Pitt Capital Group Inc 3
Wedgewood Investors Inc /pa/ 3
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF 3
Eads & Heald Wealth Management 3
Blackrock Cori Funds 3
Deschaine & Company, Llc 3
Northstar Group, Inc. 3
CVAR - ETF Opportunities Trust - Cultivar ETF 3
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 3
Morgan Creek Series Trust 3
JSMVX - Managed Portfolio Series - Jackson Square SMID-Cap Growth Fund Investor Class 3
Stellar Capital Management, LLC 3
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 3
Compass Capital Management, Inc 3
Newlands Management Operations LLC 3
NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A 3
Cardinal Capital Management 3
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 3
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF 3
Nicollet Investment Management, Inc. 3
Midwest Wealth Management Inc. 3
VIDI - ETF Series Solutions - Vident International Equity Fund 3
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 3
Schf (gpe), Llc 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - March Series I 3
JISOX - John Hancock Funds II - New Opportunities Fund Class 1 3
DDD Partners, LLC 3
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV 3
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 3
Madrona Financial Services, LLC 3
Acorn Advisory Capital L.p. 3
Hoge Financial Services, Llc 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - March Series I 3
Carlyle Group Inc. 3
Ttp Investments, Inc. 3
ALTTX - FS Series Trust - FS Global Macro Fund Class A 3
Meridian Management Co 3
Hc Financial Advisors, Inc. 3
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 3
GEFAX - Northern Lights Fund Trust - CMG Mauldin Core Fund Class A Shares 3
CMGQX - Northern Lights Fund Trust - CMG Tactical All Asset Strategy Fund Class A Shares 3
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF 3
Boomfish Wealth Group, LLC 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2055 Fund Class A 3
swisspartners Ltd. 3
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 3
GMCDX - GMO TRUST - GMO Emerging Country Debt Fund Class III 3
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 3
Destiny Capital Corp/CO 3
Sanchez Wealth Management Group 3
Somerset Group LLC 3
ECNS - iSHARES TRUST - iShares MSCI China Small-Cap ETF 3
Beacon Bridge Wealth Partners, LLC 3
Heritage Wealth Partners, LLC 3
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 3
Liberty Street Advisors, Inc. 3
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 3
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares 3
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2030 Fund Class A 3
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 3
Sonata Capital Group Inc 3
Caledonia (Private) Investments Pty Ltd 3
Glynn Capital Management Llc 3
SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class 3
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A 3
Cincinnati Financial Corp 3
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 3
Ellerson Group Inc /adv 3
Derby & Company, Inc 3
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A 3
Voce Capital Management LLC 3
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 3
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 3
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 3
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 3
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 3
EWUS - iSHARES TRUST - iShares MSCI United Kingdom Small-Cap ETF 3
Pb Investment Partners, L.p. 3
MUB - iSHARES TRUST - iShares National Muni Bond ETF 3
BCU Wealth Advisors, LLC 3
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 3
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 3
Beacon Investment Advisors Llc 3
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I 3
Members Advisory Group LLC 3
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 3
Frontier Asset Management, LLC 3
MayTech Global Investments, LLC 3
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 3
Prism Advisors, Inc. 3
MIGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Advantage Portfolio Class I 3
AnglePoint Asset Management Ltd 3
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 3
Ndwm Llc 3
Consilio Wealth Advisors, Llc 3
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS 3
BCR Wealth Strategies, LLC 3
626 Financial, LLC 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
Acorn Creek Capital Llc 3
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF 3
Buttonwood Financial Group, LLC 3
BSMS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF 3
Martin Capital Partners, LLC 3
Diamant Asset Management, Inc. 3
Unionview, Llc 3
Pillar Wealth Advisors, LLC 3
Stone Point Wealth LLC 3
Hershey Financial Advisers, LLC 3
Nekton Capital Ltd. 3
PCEF - Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF 3
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 3
Lindenwold Advisors 3
Paragon Financial Partners, Inc. 3
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF 3
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 3
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 3
BAB - Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF 3
Windle Wealth, LLC 3
NTB Financial Corp 3
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 3
Arcadia Wealth Management, LLC 3
HF Advisory Group, LLC 3
Greenup Street Wealth Management Llc 3
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class 3
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 3
Compass Financial Group, INC/SD 3
Palo Alto Wealth Advisors, Llc 3
Elephas Investment Management Ltd 3
Westwood Wealth Management 3
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A 3
IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A 3
Covea Finance 3
New Perspectives, Inc 3
Newport Wealth Strategies, Inc. 3
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A 3
AGOVX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Income Fund Class A 3
Compass Group Llc 3
AINAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO International Allocation Fund Class A 3
Thomas Story & Son Llc 3
SHTIX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Duration Inflation Protected Fund Class A2 3
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class 3
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 3
FONPX - Tributary Funds, Inc. - Tributary Nebraska Tax-Free Fund Institutional Plus Class 3
Hna Capital Group Co., Ltd. 3
KADENSA CAPITAL Ltd 3
Ervin Investment Management, LLC 3
Plum Street Advisors, LLC 3
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 3
Boyd Wealth Management, LLC 3
Kids Capital Management, L.p. 3
Lane Generational LLC 3
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 3
ALAAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Income Allocation Fund Class A 3
Southern Capital Advisors, Llc 3
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF 3
QTPI - Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF 3
First Sabrepoint Capital Management Lp 3
G2 Capital Management, Llc / Oh 3
Union Investments & Development Ltd. 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 3
Wealth Management Solutions, LLC 3
Gouws Capital LLC 3
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 3
Ayrshire Capital Management LLC 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II 3
Financial Life Advisors 3
Spreng Capital Management, Inc. 3
Sturgeon Ventures LLP 3
Carrhae Capital LLP 3
Cqs (us), Llc 3
Exor Capital LLP 3
Cardinal Strategic Wealth Guidance 3
Integer Wealth Advisors Group LLC 3
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund 3
Bowman & Co S.C. 3
Christensen, King & Associates Investment Services, Inc. 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Inflation Protection Fund Standard Class II 3
CHLD - NORTHERN LIGHTS FUND TRUST II - LifeGoal Children Investment ETF 3
Brave Warrior Advisors, LLC 3
SUNY - NORTHERN LIGHTS FUND TRUST II - LifeGoal Vacation Investment ETF 3
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class 3
Heritage Wealth Architects, Inc. 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 3
Performa Ltd (US), LLC 3
Hancock Whitney Investment Services Inc. 3
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund 3
RHTX - Starboard Investment Trust - RH Tactical Outlook ETF 3
RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF 3
RiverNorth Managed Duration Municipal Income Fund, Inc. 3
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund 3
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 3
Vahanian & Associates Financial Planning Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 3
Principal Diversified Select Real Asset Fund 3
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 3
Acuitas Investments, LLC 3
Landmark Wealth Management, LLC 3
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 3
MML Series Investment Fund II - MML High Yield Fund Class II 3
Absher Wealth Management, Llc 3
Rfg Holdings, Inc. 3
Planning Directions Inc 3
Alta Fox Capital Management, Llc 3
Two West Capital Advisors LLC 3
MML Series Investment Fund II - MML Special Situations Fund Class II 3
Columbia Trust Co 01012016 3
CMAIX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Conservative Allocation Fund CLASS R5 3
Summit Investment Advisory Services, LLC 3
FNI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Chindia ETF 3
Promethos Capital, LLC 3
Allegiance Financial Group Advisory Services LLC 3
Peninsula Wealth, LLC 3
Wade Financial Advisory, Inc 3
Mirabaud Asset Management Ltd 3
Blue Chip Wealth Management, Inc. 3
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 3
Mhr Fund Management Llc 3
CMIFX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Founders Class 3
Jdc-jsc L.p. 3
LDR Capital Management LLC 3
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 3
Charles Carroll Financial Partners, LLC 3
Taylor & Morgan Wealth Management, LLC 3
Ardent Capital Management, Inc. 3
Greenhaven Road Investment Management, L.P. 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I 3
Vivid Financial Management, Inc. 3
Guardian Financial Partners, LLC 3
Watchman Group, Inc. 3
Dopkins Wealth Management, Llc 3
Legacy Financial Strategies, LLC 3
NMIEX - Northern Funds - Active M International Equity Fund 3
Pinpoint Asset Management Ltd 3
Dundas Partners LLP 3
GK Wealth Management LLC 3
Argent Wealth Management LLC 3
Altium Capital Management LP 3
Leslie Global Wealth, LLC 3
Seascape Capital Management 3
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 3
Invesco High Income 2024 Target Term Fund 3
AMKAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Moderate Allocation Fund Class A 3
Landmark Bank 3
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 3
Sloane Robinson LLP 3
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF 3
RCS Financial Planning, LLC 3
Intelligent Financial Strategies 3
Wealthspan Partners, Llc 3
Balanced Rock Investment Advisor 3
Trademark Financial Management, LLC 3
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 3
Resolute Financial, Llc 3
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3
AADAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Growth Allocation Fund Class A 3
Mic Capital Partners (public) (us) Im, Llc 3
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 3
RAMIX - Advisor Managed Portfolios - Ramirez Core Bond Fund Institutional Class 3
Lakehouse Capital Pty Ltd 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 3
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I 3
Parsifal Capital Management, LP 3
MIZAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Multi-Asset Inflation Fund Class A 3
Soundwatch Capital LLC 3
Pine Harbor Wealth Management, LLC 3
Heron Financial Group, Llc 3
Swisher Financial Concepts, Inc. 3
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 3
KONG - ETF Opportunities Trust - Formidable Fortress ETF 3
Old Republic International Corp 3
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 3
Dnca Finance 3
Monte Financial Group, LLC 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - September Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - September Series II 3
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 3
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3
Context Partners Fund, L.p. 3
Magnolia Wealth Management, LLC 3
Progressive Investment Management Corp 3
Advanced Series Trust - Ast International Value Portfolio 3
Penn Mutual Asset Management, LLC 3
VR Advisory Services Ltd 3
NSITX - Northern Funds - Northern Short-intermediate Tax-exempt Fund 3
Strong Tower Advisory Services 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I 3
Sage Capital Management, LLC 3
Rps Advisory Solutions Llc 3
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 3
Farrell Financial LLC 3
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 3
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A 3
MML SERIES INVESTMENT FUND - MML Global Fund Class I 3
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 3
TMD Wealth Management, LLC 3
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF 3
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 3
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 3
JHCR - John Hancock Exchange-Traded Fund Trust - John Hancock Core Bond ETF 3
SMARX - BRANDES INVESTMENT TRUST - Brandes Separately Managed Account Reserve Trust 3
Personal Financial Consultants Inc /adv 3
AFS Financial Group, LLC 3
Hillhouse Capital Advisors, Ltd. 3
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 3
BGIAX - BRANDES INVESTMENT TRUST - Brandes Global Equity Income Fund Class A 3
Meridian Financial Partners LLC 3
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 3
Trinity Wealth Management, LLC 3
Brooktree Capital Management 3
Schear Investment Advisers, LLC 3
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 3
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund 3
AltraVue Capital, LLC 3
Richwood Investment Advisors, LLC 3
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class 3
TCP Asset Management, LLC 3
Channing Global Advisors, Llc 3
LENS - EA Series Trust - Sarmaya Thematic ETF 3
TCUGX - TRUST FOR CREDIT UNIONS - Enhanced Income Intermediate Duration Credit Portfolio - Investor Shares 3
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 3
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 3
Alternative Investment Advisors, LLC. 3
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 3
TSEMX - TOUCHSTONE STRATEGIC TRUST - Touchstone Sands Capital Emerging Markets Growth Fund Class Y 3
First Ascent Asset Management, LLC 3
Papamarkou Wellner Asset Management inc. 3
Fairholme Capital Management Llc 3
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 3
Ilex Capital Partners (UK) LLP 3
SVB Wealth Advisory, Inc. 3
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 3
Scopia Capital Management Lp 3
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2010 Fund Class R6 3
Mills Wealth Advisors LLC 3
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund 3
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 3
Elwood & Goetz Wealth Advisory Group, LLC 3
TPG Financial Advisors, LLC 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Growth Series Class A 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A 3
Kfg Wealth Management, Llc 3
JNL SERIES TRUST - JNL International Index Fund (I) 3
Velanne Asset Management Ltd 3
Lee Capital Asset Management Llc 3
Navigation Wealth Management, Inc. 3
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND 3
Wealth Advisors of Iowa, LLC 3
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 3
ADKSX - Adirondack Funds - Adirondack Small Cap Fund 3
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND 3
Capstone Financial Group, Inc. 3
Arrowroot Family Office, LLC 3
Newman & Schimel, LLC 3
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 3
Shira Ridge Wealth Management 3
Delaware Vip Trust - Delaware Vip U.s. Growth Series Standard Class 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 3
Market Street Wealth Management Advisors Llc 3
Graham & Dodd Fund, Llc 3
Align Wealth Management, LLC 3
BlackRock ETF Trust - BlackRock Future Innovators ETF 3
Mainsail Asset Management, Llc 3
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 3
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 3
DFDSX - FORUM FUNDS - DF Dent Small Cap Growth Fund Investor Shares 3
IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF 3
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 3
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 3
Advisory Resource Group 3
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 3
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares 3
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 3
Shoals Capital Management Lp 3
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 3
Triton Wealth Management, PLLC 3
HFG Wealth Management, LLC 3
Harbor Group, Inc. 3
Stevard, LLC 3
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class 3
Atalaya Capital Management LP 3
VAPPX - VALIC Co I - Capital Appreciation Fund 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL 3
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class 3
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class 3
Samjo Capital LLC 3
Putnam ETF Trust - Putnam Sustainable Leaders ETF - 3
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A 3
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 3
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 3
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund 3
JRVIX - James Alpha Funds Trust - James Alpha Relative Value Fund Class I 3
Advanced Series Trust - Ast Mfs Growth Portfolio 3
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class 3
KARB - ETF Series Solutions - Carbon Strategy ETF 3
Advisors Preferred Trust - The Gold Bullion Strategy Portfolio 3
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares 3
Vilas Fund, Lp 3
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 3
Mangrove Partners Master Fund, Ltd. 3
Advanced Series Trust - Ast Mfs Global Equity Portfolio 3
Lapides Asset Management, LLC 3
Cardinal Point Wealth Management LLC 3
TSFAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Small Cap Fund Class A 3
Total Wealth Planning, Llc 3
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 3
Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) 3
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 3
OneAscent Investment Solutions LLC 3
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 3
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund 3
North Peak Capital Management, LLC 3
Planning Solutions Group Llc 3
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 3
MMAAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Growth Opportunities Fund Class A 3
Moerus Capital Management LLC 3
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 3
JCP Investment Management, LLC 3
Nishkama Capital, LLC 3
WMKTX - WESMARK FUNDS - WesMark Tactical Opportunity Fund 3
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - December Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - December Series I 3
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I 3
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 3
Cardinal Capital Management Llc /ct 3
Motiv8 Investments LLC 3
CASIX - MUTUAL FUND SERIES TRUST - Catalyst/Aspect Enhanced Multi-Asset Fund Class I 3
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A 3
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund 3
TSWHX - JOHCM Funds Trust - TSW High Yield Bond Fund Class Z Shares 3
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C 3
Greystone Investment Management Llc 3
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 3
TWOAX - NORTHERN LIGHTS FUND TRUST II - Two Oaks Diversified Growth and Income Fund Class A Shares 3
NAVFX - Starboard Investment Trust - The Sector Rotation Fund No Load Shares 3
Durante & Waters, Llc 3
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 3
WATWX - WANGER ADVISORS TRUST - Wanger Select 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 3
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF 3
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund 3
New South Capital Management Inc 3
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares 3
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 3
Antara Capital LP 3
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 3
Ridgecrest Wealth Partners, Llc 3
Lynrock Lake LP 3
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 3
Cornerstone Wealth Advisors, Inc. 3
Union Heritage Capital, LLC 3
Urban Financial Advisory Corp 3
Stieven Capital Advisors, L.P. 3
Valueworks Llc 3
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 3
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 3
Hudson Portfolio Management LLC 3
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 3
PVCMX - Series Portfolios Trust - Palm Valley Capital Fund Investor Class 3
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF 3
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 3
Quantitative Value Technologies, Llc 3
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 3
Parplus Partners 3
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF 3
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 3
MISEX - Midas Series Trust - Midas Magic 3
RULRX - World Funds Trust - Rule One Fund 3
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A 3
OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares 3
First Bancorp, Inc /ME/ 3
Yaupon Capital Management LP 3
Navalign, LLC 3
PPM Funds - PPM Small Cap Value Fund (Inst) 3
Hatton Consulting, Inc. 3
INDPX - Collaborative Investment Series Trust - Dividend Performers Class A 3
Strategic Planning Group, Llc 3
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 3
BT Wealth Management LLC 3
Alight Capital Management LP 3
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 3
Bull Oak Capital, LLC 3
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 3
Aull & Monroe Investment Management Corp 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 3
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 3
Aequim Alternative Investments LP 3
Albar Capital Ltd 3
CMC Financial Group 3
PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class 3
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 3
WIGTX - ALPS Series Trust - Seven Canyons World Innovators Fund Institutional Class 3
EASAX - 360 Funds - Timber Point Alternatives Fund Investor Class Shares 3
BLACKROCK FUNDS - iShares U.S. Securitized Bond Index Fund 3
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF 3
Bmt Investment Advisors 3
Kuhn & Co Investment Counsel 3
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 3
RFTDX - Ranger Funds Investment Trust - Ranger Quest For Income And Growth Fund Investor Class 3
Sabby Management, Llc 3
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 3
DFND - Reality Shares ETF Trust - REALITY SHARES DIVCON DIVIDEND DEFENDER ETF 3
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 3
Orrell Capital Management Inc 3
Oaktree Diversified Income Fund Inc. 3
PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I 3
Shorepoint Capital Partners LLC 3
Mosaic Advisors LLC 3
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 3
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 3
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 3
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 3
CMG Global Holdings, LLC 3
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Master Event-Linked Bond Fund Class R6 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF 3
Opes Wealth Management LLC 3
Wesleyan Assurance Society 3
Stillwater Wealth Management Group 3
VELA Funds - VELA Income Opportunities Fund Class A 3
OAIE - Series Portfolios Trust - Optimize AI Smart Sentiment Event-Driven ETF 3
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 3
Latigo Investments, LLC 3
Wealthsimple Inc. 3
Swp Financial Llc 3
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 3
Ellington Income Opportunities Fund 3
Belvedere Advisors Llc 3
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 3
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF 3
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF 3
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 3
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 3
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 3
TPI Fund Managers Ltd 3
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I) 3
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 3
UDI - USCF ETF Trust - USCF Dividend Income Fund 3
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 3
WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class 3
Schroder Capital Funds (delaware) 3
Profit Funds Investment Trust 3
Sara-Bay Financial 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y 3
Evergreen Quality Fund GP, Ltd. 3
Envoi LLC 3
Perissos Private Wealth Management, LLC 3
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 3
Western Asset Global Partners Income Fund Inc. 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - June Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - June Series II 3
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 3
Veritas Investment Management (UK) Ltd 3
RAMSX - Starboard Investment Trust - Roumell Opportunistic Value Fund Institutional Class 3
CPG Cooper Square International Equity, LLC 3
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 3
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A 3
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 3
Carl P. Sherr & Co., LLC 3
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 3
SFYF - Tidal ETF Trust - SoFi 50 ETF 3
WJ Interests, LLC 3
MPYIX - Capitol Series Trust - Meritage Yield-Focus Equity Fund Institutional Shares 3
Oppenheimer Commodity Strategy Total Return Fund 3
Calvert Sage Fund 3
Passumpsic Savings Bank 3
WAYEX - Ultimus Managers Trust - Waycross Long/Short Equity Fund 3
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 3
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 3
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares 3
SGHIX - SATURNA INVESTMENT TRUST - Sextant Global High Income Fund 3
Strategic Global Income Fund Inc 3
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 3
MAWNX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. All Cap Fund Investor Class 3
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 3
Biegel & Waller Llc 3
Resource Real Estate Diversified Income Fund 3
Caldera Capital, LLC 3
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 3
Honeycomb Asset Management LP 3
Figure 8 Investment Strategies Llc 3
ATAFX - ADVISORS SERIES TRUST - American Trust Allegiance Fund Investor Class 3
Hsbc Advisor Funds Trust 3
CFC Planning Co LLC 3
Leonard Green & Partners, L.P. 3
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 3
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C 3
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 3
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 3
Park Capital Management, LLC / WI 3
Linden Capital L.P. 3
Fortress Financial Solutions, LLC 3
GOWLX - VALUED ADVISERS TRUST - Green Owl Intrinsic Value Fund 3
CFSTX - COMMERCE FUNDS - The Short Term Government Fund Shares 3
Sylebra Capital Ltd 3
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 3
CAMAX - Advisors' Inner Circle Fund - Cambiar Global Ultra Focus Fund Investor Class Shares 3
Corrigan Financial, Inc. 3
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 3
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 3
bLong Financial, LLC 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I 3
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 3
Alexander Randolph Advisory Inc 3
Precept Management LLC 3
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 3
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 3
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 3
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund 3
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 3
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 3
George Kaiser Family Foundation 3
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I 3
Boulder Growth & Income Fund 3
BostonPremier Wealth LLC 3
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I 3
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 3
White Square Capital Llp 3
Financial Advisory Partners, Llc 3
Legacy Solutions, Llc 3
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class 3
CogentBlue Wealth Advisors, LLC 3
Constant Guidance Financial LLC 3
AIFG Consultants Ltd. 3
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 3
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 3
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund 3
Aip Series Trust 3
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 3
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 3
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R 3
GFI Investment Counsel Ltd. 3
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 3
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 3
440 Investment Group, Llc 3
Suncoast Equity Management 3
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 3
Clarity Capital KCPS Ltd. 3
Concentric Wealth Management, Llc 3
AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A 3
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 3
Perkins Capital Management Inc 3
ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class 3
HNA Group Co., Ltd. 3
Post Resch Tallon Group Inc. 3
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 3
SCCR - SCHWAB STRATEGIC TRUST - Schwab Core Bond ETF 3
Sincerus Advisory, LLC 3
Prospect Financial Services LLC 3
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 3
Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund Class A 3
Trent Capital Management Inc /nc/ 3
Serenus Wealth Advisors, LLC 3
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 3
RKSYX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller US Small Cap Core Fund Class Y 3
Kondo Wealth Advisors, Inc. 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 3
DFA INVESTMENT TRUST CO - The Canadian Small Company Series 3
Pcg Asset Management, Llc 3
Hickory Point Bank & Trust 3
Arthur Zaske & Associates, LLC 3
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 3
BlueStem Wealth Partners, LLC 3
GIC Private Ltd 3
Vector Wealth Management, Llc 3
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 3
Tesco Pension Investment Ltd 3
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares 3
Susquehanna Advisors Group, Inc. 3
Wilmar Advisors LLC 3
Dfa Investment Trust Co - The United Kingdom Small Company Series 3
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 3
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 3
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 3
Baring International Investment Ltd 3
WAIOX - WASATCH FUNDS TRUST - Wasatch International Opportunities Fund Investor Class shares 3
Dfa Investment Trust Co - The Dfa International Value Series 3
QDIBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans 3
Allium Financial Advisors, Llc 3
Lockerman Financial Group, Inc. 3
Rik Saylor Financial, Inc. 3
QDVBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans 3
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 3
McHugh Group, LLC 3
Strategic Wealth Partners Group LLC 3
Day & Ennis, LLC 3
Foresters Asset Management Inc. 3
Pillar Financial Advisors, LLC 3
Montgomery Street Income Securities, Inc 3
Bridge City Capital, LLC 3
INIVX - VanEck Funds - International Investors Gold Fund Class A 3
Axis Wealth Partners, LLC 3
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 3
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional 3
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 3
Eagle Capital Management Llc 3
CRDT - Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF 3
Bright Financial Advisors, Inc. 3
VanEck VIP Trust - VanEck VIP Global Gold Fund Class S 3
Marcuard Family Office Ltd 3
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 3
RPTC Inc. 3
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I 3
V2 Financial group LLC 3
Boussard & Gavaudan Asset Management LP 3
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 3
Gallagher Capital Advisors, LLC 3
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 3
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 3
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A 3
New Insight Wealth Advisors 3
Sound Stewardship, LLC 3
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P 3
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 3
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 3
RIVSX - Oak Associates Funds - River Oak Discovery Fund 3
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 3
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund 3
Armstrong, Fleming & Moore, Inc 3
Ramiah Investment Group 3
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 3
Wealth Management Partners, LLC 3
Weitzel Financial Services, Inc. 3
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
Edenbrook Capital, LLC 3
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF 3
Iams Wealth Management, Llc 3
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 3
MWA Asset Management 3
Postrock Partners Llc 3
Equita Financial Network, Inc. 3
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 3
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 3
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 3
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund 3
PBGIX - FundVantage Trust - Polen Global SMID Company Growth Fund Institutional Class 3
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 3
Silicon Valley Community Foundation 3
Fortune Financial Advisors, LLC 3
Silver Rock Financial LP 3
Morris Capital Advisors, LLC 3
Hudson Canyon Capital Management 3
Bridger Management, Llc 3
MYCN - SSGA Active Trust - SPDR SSGA My2034 Corporate Bond ETF 3
Cascabel Management LP 3
Entrewealth, Llc 3
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 3
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 3
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class 3
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 3
OAKWX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Select Fund Investor Class 3
Arrien Investments, Inc. 3
Latimer Light Capital, L.P. 3
Philo Smith Capital Corp 3
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class 3
Bestgate Wealth Advisors, LLC 3
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 3
Kingdom Financial Group LLC. 3
Brickley Wealth Management 3
Blue Oak Capital, LLC 3
Maestria Partners LLC 3
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 3
Michael S. Ryan, Inc. 3
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class 3
Spinnaker ETF Series - Parabla Innovation ETF 3
Crystal Rock Capital Management 3
Lone Star Value Management LLC 3
Destiny Capital Securities Corporation 3
FSMOX - FIDELITY SALEM STREET TRUST - Fidelity SAI Investment Grade Securitized Fund 3
BankPlus Wealth Management LLC 3
Allied Investment Advisors, LLC 3
Cat Rock Capital Management Lp 3
Tema ETF Trust - Tema Monopolies and Oligopolies ETF 3
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A 3
Lakeshore Financial Planning, Inc. 3
ETBOX - E Trade Trust - E*TRADE No Fee U.S. Bond Index Fund 3
Friday Financial 3
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 3
Accredited Investor Services, Llc 3
Values Added Financial LLC 3