Security Brokers, Dealers, And Flotation - 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 398
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 359
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 275
ABYAX - RBB FUND, INC. - Abbey Capital Futures Strategy Fund Class A Shares 267
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 264
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 255
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 253
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 253
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 248
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 245
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 245
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 242
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 235
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 233
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 232
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 230
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 220
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 219
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 211
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 210
MAFAX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class A Shares 206
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 203
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 200
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 199
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 198
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 196
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 189
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 188
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 186
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 186
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 184
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 182
QGMIX - AQR Funds - AQR Global Macro Fund Class I 180
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 180
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 178
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 175
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 175
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 174
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 174
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 173
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 173
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 170
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 170
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 170
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 169
MASTER BOND LLC - Master Total Return Portfolio 166
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 165
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 165
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 165
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 164
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 164
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 164
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 163
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 163
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 162
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 161
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 160
ARCNX - AQR Funds - AQR Risk-Balanced Commodities Strategy Fund Class N 157
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 153
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 151
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 151
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 150
Six Circles Trust - Six Circles Global Bond Fund 148
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 146
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 146
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 145
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 144
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 143
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 142
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 140
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 140
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 140
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 138
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 138
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 137
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 136
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 133
CLAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi Strategy Alternatives Fund Class A 132
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 131
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 130
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 129
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 129
JASVX - James Alpha Funds Trust - James Alpha Structured Credit Value Fund Class A 127
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 127
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 126
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 126
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 123
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 123
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 122
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 122
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 121
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 120
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 120
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 120
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 120
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 120
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 118
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 118
RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares 118
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 117
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 113
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 113
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 112
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 110
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 109
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 108
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 106
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 106
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 105
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 105
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 105
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 105
JASVX - SARATOGA ADVANTAGE TRUST - James Alpha Structured Credit Value Portfolio Class A 103
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 103
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 103
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 102
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 102
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 101
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 101
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 100
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 100
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 99
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 98
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 98
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 97
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 97
EBSAX - RBB FUND, INC. - Campbell Systematic Macro Fund Class A Shares 97
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 97
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 97
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 97
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 95
UBS Group AG 94
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 94
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 94
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 94
NOBOX - Northern Funds - Northern Bond Index Fund 94
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 93
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 93
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 93
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 91
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 91
Susquehanna International Group, Llp 91
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 91
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 91
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 91
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 90
Pnc Financial Services Group, Inc. 90
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 90
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 89
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 89
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 89
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 89
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 89
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 89
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 89
BRACX - Blackrock Allocation Target Shares - Bats Series C 88
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 88
GPMFX - GPS Funds II - GuidePath(R) Managed Futures Strategy Fund Service Shares 88
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 88
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 88
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 88
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 87
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 87
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 87
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 86
Invesco Bond Fund 86
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 86
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 86
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 86
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 86
Proequities, Inc. 86
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 86
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 85
Bank Of America Corp /de/ 85
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 85
Citadel Advisors Llc 85
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 85
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 85
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 85
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 85
Royal Bank Of Canada 84
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 84
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 84
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 83
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 83
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 83
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 82
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 82
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 82
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 82
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 82
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 82
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 82
Morgan Stanley 82
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 82
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 82
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 81
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 81
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 81
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 81
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 81
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 80
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 80
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 80
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 80
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 80
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A 79
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 79
Sonora Investment Management, LLC 79
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 79
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 78
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 78
Wells Fargo & Company/mn 78
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 78
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 78
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 78
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 78
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 78
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 77
RCTRX - Advisor Managed Portfolios - Regan Total Return Income Fund Investor Class 77
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 77
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 77
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 77
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 77
Goldman Sachs Group Inc 77
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 76
Jane Street Group, Llc 76
PIMCO FUNDS - PIMCO Short Asset Portfolio 76
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 76
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 76
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 76
Tower Research Capital LLC (TRC) 76
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 76
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 76
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 75
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 75
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 75
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 75
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 75
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 75
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 75
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 75
GGBFX - GuideStone Funds - Global Bond Fund Investor 74
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 74
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 74
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 74
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 74
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 74
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 74
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 73
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 73
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 73
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 73
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 73
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 72
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 72
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 72
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 72
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 72
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 72
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 72
EIXIX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Income Strategy Fund Class I 72
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 72
Advanced Series Trust - Ast Advanced Strategies Portfolio 72
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 71
Ameriprise Financial Inc 71
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 71
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 71
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 71
Advisor Group Holdings, Inc. 71
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 70
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 70
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 70
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 70
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 70
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 70
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 70
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 70
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 70
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 69
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 69
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 69
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 69
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 69
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 69
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 69
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 69
IFP Advisors, Inc 69
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 69
Pimco Dynamic Income Fund 69
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 69
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 68
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 68
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 68
RCTRX - Trust for Advised Portfolios - Regan Total Return Income Fund Investor Class 68
Fmr Llc 68
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 68
Jpmorgan Chase & Co 68
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 68
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 68
STFBX - Advisers Investment Trust - State Farm Balanced Fund 68
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 68
Six Circles Trust - Six Circles Credit Opportunities Fund 68
Citigroup Inc 68
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 67
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 67
Deutsche Bank Ag\ 67
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 67
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 67
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 67
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 67
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 66
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 66
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 66
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 66
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 65
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 65
Credit Suisse Ag/ 65
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 64
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 64
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 64
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 64
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 64
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 64
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 64
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 64
LPL Financial LLC 64
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 64
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 63
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 63
Ladenburg Thalmann Financial Services Inc 63
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 63
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 63
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 63
Tcw Strategic Income Fund Inc 63
DPFAX - Northern Lights Fund Trust - Deer Park Total Return Credit Fund Class A 62
BlackRock, Inc. 62
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 62
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 62
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 62
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 62
Barclays Plc 62
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 61
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 61
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 61
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 61
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 61
TRANSAMERICA FUNDS - Transamerica Core Bond I2 61
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 61
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 61
Ubs Ag 61
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 60
Creative Planning 60
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 60
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 60
Virtu Financial LLC 60
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 60
Steward Partners Investment Advisory, Llc 60
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 60
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 59
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 59
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 59
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 59
SUPRX - Two Roads Shared Trust - Superfund Managed Futures Strategy Fund Class A 59
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 59
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 59
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 59
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 59
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 59
Bank Of Montreal /can/ 58
American International Group, Inc. 58
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 58
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 58
Millennium Management Llc 58
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 58
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 58
BRASX - Blackrock Allocation Target Shares - Bats Series S 58
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 58
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 58
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 57
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 57
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 57
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 57
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 57
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 57
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 56
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 56
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 56
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 56
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 56
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 56
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 56
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 56
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 56
Bank of New York Mellon Corp 56
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 56
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 55
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 55
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 55
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 55
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 55
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 55
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 55
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 55
Bnp Paribas Arbitrage, Sa 55
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 55
JNL SERIES TRUST - JNL Bond Index Fund (I) 55
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 55
Pimco Flexible Credit Income Fund 55
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 55
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 55
RDMAX - Mutual Fund & Variable Insurance Trust - Rational/ReSolve Adaptive Asset Allocation Fund Class A 54
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 54
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 54
Northwestern Mutual Wealth Management Co 54
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 54
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 54
HighTower Advisors, LLC 54
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 54
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 54
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 54
Advisory Services Network, LLC 54
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 53
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 53
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 53
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 53
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 53
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 53
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 53
Renaissance Technologies Llc 53
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 53
Parametric Portfolio Associates Llc 53
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 53
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 53
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 53
PIMCO FUNDS - PIMCO ABS and Short-Term Investments Portfolio 53
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 53
Parallax Volatility Advisers, L.P. 53
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 53
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 52
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 52
Envestnet Asset Management Inc 52
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 52
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 52
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 52
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 52
Us Bancorp \de\ 52
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 52
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 51
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 51
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 51
PIMCO FUNDS - PIMCO Sector Fund Series - I 51
Advisor Group, Inc. 51
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 51
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 51
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 51
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 51
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 50
Raymond James & Associates 50
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 50
Stifel Financial Corp 50
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 50
SG Americas Securities, LLC 50
Cwm, Llc 50
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 50
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 50
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 50
Northern Trust Corp 49
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 49
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 49
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 49
Glenmede Trust Co Na 49
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 49
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 49
Sei Investments Co 49
Geode Capital Management, Llc 49
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 49
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 49
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 49
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 49
Invesco Ltd. 49
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 48
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 48
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 48
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 48
Kcg Holdings, Inc. 48
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 48
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 48
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 48
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 48
National Asset Management, Inc. 48
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 48
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 48
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 48
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 48
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 48
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 47
Nuveen Preferred & Income Opportunities Fund 47
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 47
Wolverine Trading, Llc 47
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 47
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 47
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 47
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 47
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 47
Hrt Financial Lp 47
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 47
Fifth Third Bancorp 47
Manufacturers Life Insurance Company, The 47
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 47
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 47
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 47
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 46
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 46
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 46
WAVEX - NORTHERN LIGHTS FUND TRUST II - Longboard Managed Futures Strategy Fund Class A Shares 46
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 46
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 46
Captrust Financial Advisors 46
State Street Corp 46
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 46
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 46
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 46
Comerica Bank 46
Victory Capital Management Inc 46
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 45
Two Sigma Investments, Lp 45
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 45
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 45
Simplex Trading, Llc 45
Bessemer Group Inc 45
JDJRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Macro Fund Class R6 45
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 45
Marshall Wace, Llp 45
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 45
Vanguard Group Inc 45
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 45
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 45
Thrivent Financial For Lutherans 45
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 45
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 45
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 45
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 45
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 45
Alliancebernstein Global High Income Fund Inc 45
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 45
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 44
Raymond James Financial Services Advisors, Inc. 44
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 44
Nomura Holdings Inc 44
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 44
Cambridge Investment Research Advisors, Inc. 44
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 44
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 44
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 44
Two Sigma Securities, Llc 44
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 44
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 44
Rhumbline Advisers 44
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 44
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 44
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 44
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 44
EQCHX - Investment Managers Series Trust II - AXS Chesapeake Strategy Fund Class I Shares 43
D. E. Shaw & Co., Inc. 43
Prudential Financial Inc 43
GWM Advisors LLC 43
Alliancebernstein L.p. 43
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 43
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 43
VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative 43
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 43
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 43
ACSKX - American Century Investment Trust - Short Duration Fund C Class 43
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 43
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 43
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 43
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 43
IOFAX - MUTUAL FUND SERIES TRUST - AlphaCentric Income Opportunities Fund Class A 43
Prelude Capital Management, Llc 43
MetLife Securities, Inc 43
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 43
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 43
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 43
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 43
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 43
Old Mission Capital Llc 43
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 43
BlackRock ETF Trust II - BlackRock Total Return ETF 43
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 43
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 43
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 42
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 42
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A 42
Rockefeller Capital Management L.P. 42
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 42
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 42
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 42
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 42
Guggenheim Capital Llc 42
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 42
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 42
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 42
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 42
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 42
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 42
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 42
Private Advisor Group, LLC 42
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 42
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 41
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 41
NEXT Financial Group, Inc 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 41
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB 41
Allworth Financial LP 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 41
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 41
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 41
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 41
Paloma Partners Management Co 41
Walleye Trading LLC 41
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 41
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 41
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 41
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 41
First Trust Advisors Lp 41
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 41
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 41
Russell Investments Group, Ltd. 41
Commonwealth Equity Services, Llc 41
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 41
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 41
American Portfolios Advisors 40
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 40
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 40
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 40
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 40
Group One Trading, L.p. 40
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 40
Janney Montgomery Scott LLC 40
D.a. Davidson & Co. 40
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 40
Geneos Wealth Management Inc. 40
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 40
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 40
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 40
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 40
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 40
Truist Financial Corp 40
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 40
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 40
Signaturefd, Llc 40
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 40
Two Sigma Advisers, Lp 40
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 40
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 40
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 40
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 40
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 40
New York State Common Retirement Fund 40
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 40
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 40
O'shaughnessy Asset Management, Llc 40
Walleye Capital LLC 40
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 40
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 40
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 40
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 40
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 39
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 39
Cetera Advisor Networks LLC 39
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 39
Aqr Capital Management Llc 39
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 39
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 39
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 39
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 39
Ancora Advisors, LLC 39
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 39
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 39
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 39
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 39
Cornerstone Planning Group LLC 39
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 39
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 39
Raymond James Financial Inc 39
Acadian Asset Management Llc 39
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 39
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 39
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 39
Gsa Capital Partners Llp 39
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 39
Dimensional Fund Advisors Lp 39
Assetmark, Inc 39
California Public Employees Retirement System 39
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 39
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 39
Parallel Advisors, LLC 39
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 39
EQ ADVISORS TRUST - EQ/PIMCO Global Real Return Portfolio Class K 39
Lazard Asset Management Llc 38
Quadrant Capital Group Llc 38
Charles Schwab Investment Management Inc 38
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 38
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 38
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 38
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 38
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 38
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 38
Balyasny Asset Management Llc 38
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 38
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 38
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 38
BlackRock ETF Trust II - BlackRock Flexible Income ETF 38
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 38
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 38
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 38
Advisors Asset Management, Inc. 38
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 38
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 38
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 38
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 38
Squarepoint Ops LLC 38
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 38
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 38
Sowell Financial Services LLC 38
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 38
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 38
Huntington National Bank 37
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 37
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 37
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 37
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 37
Panagora Asset Management Inc 37
Legal & General Group Plc 37
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 37
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 37
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 37
FXIRX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series R Series R 37
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 37
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 37
Cohen & Steers Reit & Preferred Income Fund Inc 37
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 37
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 37
California State Teachers Retirement System 37
Cetera Investment Advisers 37
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 37
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 37
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 37
Verition Fund Management LLC 37
BlackRock Investment Management, LLC 37
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 37
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 37
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 37
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 37
Federation des caisses Desjardins du Quebec 37
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 37
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 37
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 37
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 37
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 37
CIBC Private Wealth Group, LLC 37
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 37
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 37
Sofos Investments, Inc. 37
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 37
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 37
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 37
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 37
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 37
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 37
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 37
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 37
BlackRock Fund Advisors 36
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 36
Global Retirement Partners, LLC 36
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 36
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 36
First Horizon Advisors, Inc. 36
Spire Wealth Management 36
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 36
PIMCO FUNDS - PIMCO Low Duration Portfolio 36
Ubs Asset Management Americas Inc 36
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 36
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 36
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 36
Tudor Investment Corp Et Al 36
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 36
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 36
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 36
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 36
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 36
Wellington Management Group Llp 36
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 36
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 36
Cohen & Steers Select Preferred & Income Fund, Inc. 36
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 36
Stratos Wealth Partners, LTD. 36
Qube Research & Technologies Ltd 36
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 35
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 35
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 35
Jefferies Group LLC 35
John Hancock Income Securities Trust 35
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 35
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 35
Ground Swell Capital, LLC 35
Western Asset Investment Grade Defined Opportunity Trust Inc. 35
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund 35
Western Asset Income Fund 35
Blackrock Corporate High Yield Fund, Inc. 35
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 35
Harbour Investments, Inc. 35
Strs Ohio 35
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 35
Principal Securities, Inc. 35
Wolverine Asset Management Llc 35
Voya Investment Management Llc 35
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 35
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 35
REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class 35
Mml Investors Services, Llc 35
Cutler Group LP 35
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 35
Hsbc Holdings Plc 35
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 35
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 35
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 35
Pimco Corporate & Income Opportunity Fund 35
Oxford Asset Management Llp 35
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 35
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 35
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 35
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 35
Schonfeld Strategic Advisors LLC 34
Macquarie Group Ltd 34
NOCBX - Northern Funds - Northern Core Bond Fund 34
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 34
Blackrock Multi-sector Income Trust 34
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 34
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 34
CIBC World Markets Inc. 34
Blackrock Core Bond Trust 34
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 34
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 34
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 34
Cubist Systematic Strategies, LLC 34
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 34
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 34
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 34
BlackRock Advisors LLC 34
First Trust Intermediate Duration Preferred & Income Fund 34
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 34
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 34
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 34
Voya Prime Rate Trust 34
NOFIX - Northern Funds - Northern Fixed Income Fund 34
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 34
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 34
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 34
Fisher Asset Management, LLC 34
WFG Advisors, LP 34
Federated Hermes, Inc. 34
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 34
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 34
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 34
FundVantage Trust - Verplanck Balanced Fund 34
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 34
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 34
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 34
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 33
American Century Companies Inc 33
Manager Directed Portfolios - Pemberwick Fund Shares 33
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 33
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 33
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 33
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 33
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 33
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 33
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 33
Price T Rowe Associates Inc /md/ 33
Farther Finance Advisors, LLC 33
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 33
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 33
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 33
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 33
Flow Traders U.s. Llc 33
Los Angeles Capital Management Llc 33
Ronald Blue Trust, Inc. 33
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 33
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 33
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 33
College Retirement Equities Fund 33
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 33
Mariner, LLC 33
Arrowstreet Capital, Limited Partnership 33
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 33
Jane Street Holding, LLC 33
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 33
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 33
Clear Street Markets Llc 33
Trexquant Investment LP 33
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 33
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 33
Teacher Retirement System Of Texas 33
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 33
Allianz Asset Management GmbH 33
Sterling Capital Management LLC 33
Brookstone Capital Management 33
Nuveen Asset Management, LLC 33
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 32
Parkside Financial Bank & Trust 32
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 32
Point72 Asset Management, L.P. 32
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 32
Norges Bank 32
Pimco Dynamic Credit & Mortgage Income Fund 32
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 32
Russell Frank Co/ 32
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 32
Belpointe Asset Management LLC 32
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 32
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 32
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 32
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 32
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 32
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 32
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 32
Blackrock Ltd Duration Income Trust 32
Private Capital Group, LLC 32
Calamos Strategic Total Return Fund 32
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 32
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 32
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 32
Connor, Clark & Lunn Investment Management Ltd. 32
BlackRock Institutional Trust Company, N.A. 32
Landscape Capital Management, L.l.c. 32
Meeder Asset Management Inc 32
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 32
Metropolitan Life Insurance Co/ny 32
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Aggressive Portfolio 32
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 32
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 32
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 32
Boothbay Fund Management, Llc 32
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 32
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 32
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 32
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 31
Franklin Resources Inc 31
Plante Moran Financial Advisors, LLC 31
OMBIX - JPMORGAN TRUST II - JPMorgan Mortgage-Backed Securities Fund Class I 31
PDT Partners, LLC 31
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 31
Penserra Capital Management LLC 31
Public Employees Retirement System Of Ohio 31
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 31
Great West Life Assurance Co /can/ 31
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 31
Carroll Financial Associates, Inc. 31
Jones Financial Companies Lllp 31
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 31
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 31
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 31
Pacer Advisors, Inc. 31
Engineers Gate Manager LP 31
Larson Financial Group LLC 31
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 31
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 31
Ameritas Investment Partners, Inc. 31
Highlander Capital Management, LLC 31
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 31
National Bank Of Canada /fi/ 31
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 31
Eaton Vance Management 31
MAI Capital Management 31
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 31
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 31
Neuberger Berman Group LLC 31
First Manhattan Co 31
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 31
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 31
Sawtooth Solutions, LLC 31
State Board Of Administration Of Florida Retirement System 31
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 31
Nuveen Preferred & Income Securities Fund 31
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 31
Kestra Advisory Services, LLC 31
Nationwide Fund Advisors 31
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 31
Nuveen Multi-Asset Income Fund 31
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 31
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 31
Tiaa-cref Funds 31
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Conservative Portfolio 30
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 30
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 30
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 30
ORG Partners LLC 30
EverSource Wealth Advisors, LLC 30
Quantbot Technologies LP 30
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 30
Massmutual Trust Co Fsb/adv 30
Flaherty & Crumrine Preferred Securities Income Fund Inc 30
Principal Financial Group Inc 30
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 30
Blair William & Co/il 30
Orion Portfolio Solutions, LLC 30
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 30
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 30
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 30
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 30
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 30
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 30
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 30
PEAK6 Investments, L.P. 30
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 30
Whittier Trust Co 30
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 30
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 30
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 30
Tiaa Cref Investment Management Llc 30
Teachers Advisors, Llc 30
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 30
Commonwealth Equity Services, Inc 30
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 30
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 30
Managed Account Advisors Llc 30
United Capital Financial Advisers, Llc 30
Umb Bank N A/mo 30
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 30
International Assets Investment Management, Llc 30
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 30
SRS Capital Advisors, Inc. 30
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 30
Gamco Investors, Inc. Et Al 30
Allspring Global Investments Holdings, LLC 30
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 30
FNY Investment Advisers, LLC 30
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 30
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 29
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 29
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 29
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 29
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 29
Money Concepts Capital Corp 29
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 29
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 29
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 29
RMB Capital Management, LLC 29
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 29
Capstone Investment Advisors, Llc 29
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 29
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 29
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 29
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 29
KBC Group NV 29
Axa S.a. 29
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 29
Bridgeway Capital Management Inc 29
Mackenzie Financial Corp 29
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 29
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 29
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 29
AdvisorNet Financial, Inc 29
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 29
Baird Financial Group, Inc. 29
Brown Brothers Harriman & Co 29
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 29
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 29
ExodusPoint Capital Management, LP 29
Man Group plc 29
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 29
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 29
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 29
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 29
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 29
TCI Wealth Advisors, Inc. 29
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 29
BlackRock Group LTD 29
Principal Funds Inc 29
Nuveen Preferred & Income Term Fund 29
Blackrock Credit Allocation Income Trust 29
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 29
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 29
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 29
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 29
VCSBX - VALIC Co II - Strategic Bond Fund 29
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 29
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 29
ProShare Advisors LLC 29
Gradient Investments LLC 29
Oppenheimer & Co Inc 29
MUFG Americas Holdings Corp 29
Wealthcare Advisory Partners LLC 29
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 29
Zurcher Kantonalbank (Zurich Cantonalbank) 28
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 28
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 28
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 28
Crossmark Global Holdings, Inc. 28
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 28
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 28
Healthcare Of Ontario Pension Plan Trust Fund 28
Lindbrook Capital, Llc 28
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 28
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 28
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 28
Tocqueville Asset Management L.p. 28
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 28
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 28
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 28
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 28
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 28
Public Employees Retirement Association Of Colorado 28
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 28
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 28
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 28
Hancock Whitney Corp 28
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 28
Atria Investments Llc 28
Alpine Global Management, LLC 28
Schroder Investment Management Group 28
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 28
Toroso Investments, LLC 28
Mirae Asset Global Investments Co., Ltd. 28
Alberta Investment Management Corp 28
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 28
Jfs Wealth Advisors, Llc 28
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 28
Highbridge Capital Management Llc 28
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 28
Sigma Planning Corp 28
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 28
Howe & Rusling Inc 28
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 28
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 28
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 28
VCAAX - VALIC Co I - Asset Allocation Fund 28
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 28
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 28
State Of Wisconsin Investment Board 28
MetLife Investment Management, LLC 28
CPSIX - Unified Series Trust - Fci Bond Fund 28
A.R.T. Advisors, LLC 28
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 28
Hillsdale Investment Management Inc. 28
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 28
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 28
M&t Bank Corp 28
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 28
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 28
AE Wealth Management LLC 28
Public Sector Pension Investment Board 28
Laurion Capital Management LP 28
CoreCap Advisors, LLC 28
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 28
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 28
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 28
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 28
Amalgamated Bank 28
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 28
OMERS ADMINISTRATION Corp 28
Snowden Capital Advisors LLC 28
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 28
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 28
IWV - iSHARES TRUST - iShares Russell 3000 ETF 28
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 28
NOSGX - Northern Funds - Northern Small Cap Value Fund 28
Css Llc/il 27
VDAFX - VALIC Co I - Dynamic Allocation Fund 27
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 27
Capital Fund Management S.a. 27
Shell Asset Management Co 27
CENTRAL TRUST Co 27
Flaherty & Crumrine Total Return Fund Inc 27
Flaherty & Crumrine Preferred Income Fund Inc 27
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 27
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 27
Exchange Traded Concepts, Llc 27
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 27
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 27
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 27
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 27
Vanguard Index Funds 27
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 27
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 27
Valeo Financial Advisors, LLC 27
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 27
Wedbush Securities Inc 27
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 27
Berman Capital Advisors, LLC 27
Marshall Wace North America L.P. 27
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 27
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 27
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 27
Rehmann Capital Advisory Group 27
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 27
SRDBX - STONE RIDGE TRUST - Stone Ridge Diversified Alternatives Fund Class M 27
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 27
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 27
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 27
Cerity Partners LLC 27
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 27
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 27
Brinker Capital Investments, LLC 27
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 27
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional 27
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 27
Core Bond Portfolio - Core Bond Portfolio 27
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 27
Credit Agricole S A 27
Jump Financial, LLC 27
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 27
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 27
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 27
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 27
Pimco Income Opportunity Fund 27
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 27
Ellevest, Inc. 27
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 27
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 27
Cresset Asset Management, LLC 27
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 27
Dynamic Technology Lab Private Ltd 27
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 27
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 27
Eqis Capital Management, Inc. 27
Mfs Multimarket Income Trust 27
Putnam Investments Llc 27
Weiss Asset Management LP 27
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 27
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 27
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 27
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 27
Patriot Financial Group Insurance Agency, LLC 26
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 26
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 26
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 26
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 26
Financial Architects, Inc 26
VCBDX - VALIC Co I - Core Bond Fund 26
Smithfield Trust Co 26
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 26
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 26
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 26
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 26
Martingale Asset Management L P 26
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 26
Ellington Management Group Llc 26
Compagnie Lombard Odier SCmA 26
Brown Advisory Inc 26
Calamos Long/Short Equity & Dynamic Income Trust 26
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 26
Cetera Advisors LLC 26
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 26
Resources Investment Advisors, LLC. 26
Cohen & Steers Infrastructure Fund Inc 26
CFICX - CALVERT FUND - Calvert Income Fund Class A 26
New York State Teachers Retirement System 26
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 26
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 26
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 26
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 26
Benjamin F. Edwards & Company, Inc. 26
PIMCO FUNDS - PIMCO International Portfolio 26
Janus Henderson Group Plc 26
HAP Trading, LLC 26
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 26
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 26
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 26
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 26
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 26
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 26
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 26
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 26
Private Trust Co Na 26
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 26
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 26
Regions Financial Corp 26
PEAK6 Investments LLC 26
Dupont Capital Management Corp 26
Susquehanna Fundamental Investments, Llc 26
Versant Capital Management, Inc 26
Aperio Group, LLC 26
Prospera Financial Services Inc 26
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 26
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 26
Toronto Dominion Bank 26
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 26
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 26
Mercer Global Advisors Inc /adv 26
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 26
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 26
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 26
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 26
FDx Advisors, Inc. 26
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 26
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 26
Stevens Capital Management Lp 26
Gabelli Funds Llc 26
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 26
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 26
Jacobs Levy Equity Management, Inc 26
Proficio Capital Partners LLC 26
Brandywine Global Investment Management, LLC 26
IHT Wealth Management, LLC 26
Hbk Investments L P 26
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 26
Nisa Investment Advisors, Llc 26
Regal Investment Advisors LLC 26
John Hancock Hedged Equity & Income Fund 26
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 26
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 26
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 26
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 26
JNBA Financial Advisors 26
RidgeWorth Capital Management LLC 26
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 26
Centiva Capital, LP 26
Wealth Enhancement Advisory Services, Llc 26
Avantax Advisory Services, Inc. 26
Coldstream Capital Management Inc 26
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 26
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 26
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 26
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 26
Magnetar Financial LLC 26
Campbell & CO Investment Adviser LLC 25
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 25
XTX Topco Ltd 25
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 25
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 25
Golden State Wealth Management, LLC 25
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 25
Nomura Asset Management Co Ltd 25
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 25
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 25
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 25
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 25
Quadrature Capital Ltd 25
Trust Co Of Vermont 25
Yorktown Management & Research Co Inc 25
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 25
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 25
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 25
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 25
C M Bidwell & Associates Ltd 25
First Republic Investment Management, Inc. 25
Teachers Retirement System Of The State Of Kentucky 25
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 25
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 25
Asset Management One Co., Ltd. 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 25
Nbc Securities, Inc. 25
TD Waterhouse Canada Inc. 25
LMR Partners LLP 25
Point72 Hong Kong Ltd 25
Flagship Harbor Advisors, Llc 25
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 25
1832 Asset Management L.P. 25
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 25
Voloridge Investment Management, Llc 25
Cary Street Partner Investment Advisory Llc 25
Gemmer Asset Management LLC 25
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 25
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 25
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 25
Fox Run Management, L.l.c. 25
Capstone Asset Management Co 25
WealthPLAN Partners, LLC 25
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 25
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 25
Creative Financial Designs Inc /adv 25
Arkadios Wealth Advisors 25
Td Asset Management Inc 25
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 25
GAMMA Investing LLC 25
BlueCrest Capital Management Ltd 25
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 25
APG Asset Management N.V. 25
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 25
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 25
Bayesian Capital Management, LP 25
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 25
Mfs Charter Income Trust 25
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 25
PFFD - Global X Funds - Global X U.S. Preferred ETF 25
SBI Securities Co., Ltd. 25
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 25
First Allied Advisory Services, Inc. 25
Loomis Sayles & Co L P 25
Catalyst Capital Advisors LLC 25
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 25
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 25
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 25
Emerald Acquisition Ltd. 25
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 25
Park Avenue Securities Llc 25
Zacks Investment Management 25
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 25
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 25
Quantamental Technologies LLC 24
APSTX - Cavanal Hill Funds - Limited Duration Fund Investor 24
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 24
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 24
GAM Holding AG 24
AMP Capital Investors Ltd 24
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 24
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 24
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 24
Pinnacle Wealth Planning Services, Inc. 24
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 24
Ameritas Advisory Services, LLC 24
Pimco Income Strategy Fund Ii 24
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 24
Suntrust Banks Inc 24
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 24
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 24
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 24
DRW Securities, LLC 24
State Farm Variable Product Trust 24
Profund Advisors Llc 24
State Farm Mutual Fund Trust 24
Weiss Multi-Strategy Advisers LLC 24
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 24
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 24
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 24
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 24
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 24
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 24
Natixis Advisors, L.p. 24
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 24
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 24
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 24
Yousif Capital Management, Llc 24
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 24
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 24
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 24
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 24
Pimco Strategic Income Fund, Inc 24
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 24
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 24
Bb&t Securities, Llc 24
Vanguard World Fund 24
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 24
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 24
Aigen Investment Management, Lp 24
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 24
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 24
Hartland & Co., LLC 24
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 24
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 24
PineBridge Investments, L.P. 24
Natixis 24
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 24
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 24
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 24
Arizona State Retirement System 24
Y-Intercept (Hong Kong) Ltd 24
Bank Of Nova Scotia 24
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 24
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 24
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 24
LS Investment Advisors, LLC 24
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 24
Atria Wealth Solutions, Inc. 24
Vantagepoint Funds 24
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 24
Bokf, Na 24
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 24
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 24
Swiss National Bank 24
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 24
Convergence Investment Partners, LLC 24
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 24
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 24
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 24
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 24
Tfs Capital Investment Trust 24
Synovus Financial Corp 24
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 24
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 24
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 24
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 24
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 23
Robeco Institutional Asset Management B.V. 23
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 23
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 23
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 23
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 23
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 23
Glassman Wealth Services 23
Csenge Advisory Group 23
Bogart Wealth, LLC 23
Caxton Associates Lp 23
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 23
We Are One Seven, LLC 23
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 23
Summit Trail Advisors, Llc 23
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 23
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 23
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 23
BRYN MAWR TRUST Co 23
Calamos Advisors LLC 23
Sanctuary Wealth Advisors, LLC 23
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 23
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 23
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 23
Aviva Plc 23
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 23
Spot Trading L.L.C 23
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 23
Covestor Ltd 23
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 23
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 23
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 23
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 23
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 23
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 23
Wealthspire Advisors, L.P. 23
Prudential Plc 23
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 23
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 23
State of Tennessee, Treasury Department 23
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 23
Venturi Wealth Management, LLC 23
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 23
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 23
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 23
Farmers & Merchants Investments Inc 23
PENN SERIES FUNDS INC - International Equity Fund 23
Tfs Capital Llc 23
Airain ltd 23
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 23
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 23
Interval Partners, LP 23
Globeflex Capital L P 23
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 23
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 23
Skopos Labs, Inc. 23
Smartleaf Asset Management LLC 23
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 23
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 23
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 23
Td Private Client Wealth Llc 23
BNP Paribas Asset Management Holding S.A. 23
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 23
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 23
Cullen/frost Bankers, Inc. 23
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 23
Alyeska Investment Group, L.P. 23
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 23
Philadelphia Financial Management of San Francisco, LLC 23
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 23
QS Investors, LLC 23
Virginia Retirement Systems Et Al 23
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 23
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 23
FineMark National Bank & Trust 23
Wiley Bros.-aintree Capital, Llc 23
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 23
Sunbelt Securities, Inc. 23
Strategic Wealth Partners, Ltd. 23
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 23
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 23
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 23
Vident Investment Advisory, LLC 23
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 23
Financial Advocates Investment Management 23
Seacrest Wealth Management, Llc 23
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 23
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 23
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 23
Winton Capital Group Ltd 23
Financial Gravity Companies, Inc. 23
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 23
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 23
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 23
First Hawaiian Bank 23
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 23
Numeric Investors Llc 23
Canada Pension Plan Investment Board 23
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 23
AHIVX - American Century Investment Trust - High Income Fund Investor Class 22
Acrospire Investment Management LLC 22
Eaton Vance Tax Advantaged Dividend Income Fund 22
National Planning Corp 22
Sandy Spring Bank 22
U.S. Capital Wealth Advisors, LLC 22
Alps Advisors Inc 22
Boston Partners 22
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 22
Enterprise Financial Services Corp 22
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 22
Piedmont Investment Advisors Llc 22
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 22
Kcm Investment Advisors Llc 22
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 22
BlackRock ESG Capital Allocation Trust 22
Symphony Asset Management Llc 22
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 22
IMC-Chicago, LLC 22
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 22
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 22
Royce & Associates Lp 22
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 22
Thompson Davis & Co., Inc. 22
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 22
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco V.I. Balanced-Risk Allocation Fund Series I 22
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 22
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 22
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 22
CI Private Wealth, LLC 22
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 22
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 22
Hudson Bay Capital Management LP 22
State of New Jersey Common Pension Fund D 22
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 22
Manchester Capital Management LLC 22
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 22
Tompkins Financial Corp 22
Deere & Co 22
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 22
Eagle Bay Advisors LLC 22
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 22
Toth Financial Advisory Corp 22
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 22
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 22
Societe Generale 22
Commerzbank Aktiengesellschaft /fi 22
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 22
Twin Peaks Wealth Advisors, LLC 22
Amundi 22
Knight Capital Group, Inc. 22
TCW ETF Trust - TCW Flexible Income ETF 22
Ergoteles LLC 22
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 22
Sanctuary Advisors, LLC 22
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 22
TRANSAMERICA FUNDS - Transamerica Total Return I2 22
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 22
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 22
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 22
Hm Payson & Co 22
Gotham Asset Management, LLC 22
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 22
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 22
Pcm Fund, Inc. 22
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 22
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 22
Salem Investment Counselors Inc 22
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 22
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 22
Pimco Income Strategy Fund 22
Nuveen, LLC 22
Valley National Advisers Inc 22
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 22
Freestone Capital Holdings, LLC 22
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 22
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 22
Jefferies Financial Group Inc. 22
Aquatic Capital Management LLC 22
Asset Dedication, LLC 22
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 22
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 22
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 22
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 22
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 22
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 22
Mount Yale Investment Advisors, LLC 22
Hollencrest Capital Management 22
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 22
Townsquare Capital Llc 22
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 22
Envestnet Portfolio Solutions, Inc. 22
ABRZX - Aim Investment Funds (invesco Investment Funds) - Invesco Balanced-risk Allocation Fund Class A 22
Centaurus Financial, Inc. 22
Diversified Trust Co 22
Lee Financial Co 22
New England Securities Corp /MA/ 22
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 22
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 22
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 22
Quent Capital, LLC 22
Nuveen Tax-advantaged Dividend Growth Fund 22
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 22
Ensign Peak Advisors, Inc 22
Municipal Employees' Retirement System of Michigan 22
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 22
North Star Investment Management Corp. 22
ClariVest Asset Management LLC 21
Alternative Strategies Fund 21
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 21
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 21
Jaffetilchin Investment Partners, LLC 21
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 21
Intellectus Partners, LLC 21
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 21
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 21
Itau Unibanco Holding S.A. 21
Assured Investment Management LLC 21
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 21
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 21
Pimco Corporate & Income Strategy Fund 21
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class 21
Citizens Financial Group Inc/ri 21
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 21
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 21
Keybank National Association/oh 21
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 21
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 21
Fieldpoint Private Securities, LLC 21
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 21
Mycio Wealth Partners, Llc 21
Baker Avenue Asset Management, LP 21
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 21
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 21
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 21
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 21
Nine Chapters Capital Management LLC 21
Ubs Oconnor Llc 21
Virtus Global Dividend & Income Fund Inc. 21
Westpac Banking Corp 21
Johnson Financial Group, Inc. 21
Cornerstone Capital Management Holdings Llc. 21
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 21
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 21
Brinker Capital Inc 21
Van Eck Associates Corp 21
CIBC Asset Management Inc 21
Skandinaviska Enskilda Banken AB (publ) 21
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 21
Vestcor Inc 21
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 21
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 21
Stonebridge Capital Advisors LLC 21
Bartlett & Co. Wealth Management Llc 21
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 21
FORA Capital, LLC 21
Princeton Alpha Management LP 21
Quarry LP 21
Ci Investments Inc. 21
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 21
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 21
Daiwa Securities Group Inc. 21
Twinbeech Capital Lp 21
Lord, Abbett & Co. Llc 21
Eaton Vance Ltd Duration Income Fund 21
Harbor Investment Advisory, Llc 21
Financial Management Professionals, Inc. 21
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 21
Mfs Intermediate Income Trust 21
Caisse De Depot Et Placement Du Quebec 21
FNY Managed Accounts LLC 21
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 21
Handelsbanken Fonder AB 21
FIL Ltd 21
Tradition Wealth Management, LLC 21
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 21
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 21
Evergreen Capital Management Llc 21
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 21
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 21
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 21
Pnc Funds 21
United Services Automobile Association 21
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 21
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 21
GV Financial Advisors 21
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 21
Gts Securities Llc 21
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 21
SAC Capital Advisors LP 21
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 21
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 21
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 21
Oppenheimer Asset Management Inc. 21
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 21
State of Wyoming 21
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 21
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 21
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 21
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 21
Clearbridge Investments, LLC 21
BlackRock Japan Co. Ltd 21
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 21
Quantinno Capital Management LP 21
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 21
Colony Group Llc 21
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 21
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 21
GIMFX - GMO TRUST - GMO Implementation Fund 21
Blueshift Asset Management, LLC 21
Wipfli Financial Advisors Llc, 21
Pictet Asset Management Holding SA 21
Pathstone Holdings, LLC 21
Erste Asset Management GmbH 21
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 21
Grantham, Mayo, Van Otterloo & Co. LLC 21
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 20
Colony Group, LLC 20
Timber Hill LLC 20
BSBAX - Northern Funds - Northern Short Bond Fund 20
Sumitomo Mitsui Trust Holdings, Inc. 20
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 20
Optiver Holding B.V. 20
Rafferty Asset Management, LLC 20
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 20
Harel Insurance Investments & Financial Services Ltd. 20
Spark Investment Management LLC 20
Massachusetts Financial Services Co /ma/ 20
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 20
Eaton Vance Tax Advantaged Global Dividend Income Fund 20
Rydex Etf Trust 20
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 20
Oppenheimer Funds Inc 20
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 20
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 20
PIMCO Dynamic Income Opportunities Fund 20
Pathstone Family Office, Llc 20
Warren Averett Asset Management, LLC 20
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 20
Zions Bancorporation, N.A. 20
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 20
Ontario Teachers Pension Plan Board 20
Ameritas Investment Corp 20
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 20
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 20
Seven Eight Capital, Lp 20
Oregon Public Employees Retirement Fund 20
Edgestream Partners, L.P. 20
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 20
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 20
SECOR Capital Advisors, LP 20
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 20
Atom Investors LP 20
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 20
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 20
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 20
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 20
Wells Fargo Multi-sector Income Fund 20
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 20
Reilly Financial Advisors, Llc 20
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 20
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 20
APBAX - Cavanal Hill Funds - Active Core Fund Investor 20
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 20
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 20
Integrated Wealth Management 20
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 20
Bell Investment Advisors, Inc 20
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 20
AHL Partners LLP 20
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 20
Rothschild Investment Llc 20
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 20
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares 20
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 20
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 20
Boston Private Wealth Llc 20
VTL Associates, LLC 20
Ing Groep Nv 20
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 20
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 20
Chicago Partners Investment Group LLC 20
Ajo, Lp 20
Stephens Inc /ar/ 20
BLACKROCK FUNDS - BlackRock Total Factor Fund Institutional Shares 20
SJS Investment Consulting Inc. 20
Karp Capital Management Corp 20
Bogle Investment Management L P /de/ 20
GeoWealth Management, LLC 20
Elite Wealth Management, Inc. 20
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 20
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 20
Nordea Investment Management Ab 20
Bridgewater Associates, LP 20
Versor Investments LP 20
Avantax Planning Partners, Inc. 20
Evoke Wealth, Llc 20
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 20
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 20
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 20
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 20
Glen Eagle Advisors, LLC 20
Integrated Wealth Concepts LLC 20
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 20
Kingsview Wealth Management, LLC 20
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 20
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 20
Klp Kapitalforvaltning As 20
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 20
Assenagon Asset Management S.A. 20
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 20
Mitsubishi UFJ Trust & Banking Corp 20
Investors Research Corp 20
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 20
Police & Firemen's Retirement System of New Jersey 20
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 20
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 20
Verus Capital Partners, Llc 20
Mason Street Advisors, Llc 20
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 20
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 20
BlackRock Credit Strategies Fund 20
Mather Group, Llc. 20
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 20
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 20
Whittier Trust Co Of Nevada Inc 20
Headlands Technologies LLC 20
Quantitative Systematic Strategies LLC 20
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 20
Nuveen Preferred & Income 2022 Term Fund 20
DAVENPORT & Co LLC 20
Carolinas Wealth Consulting Llc 20
Cohen & Steers Real Estate Opportunities & Income Fund 20
Quantitative Investment Management, LLC 20
Bartlett & Co. LLC 20
JustInvest LLC 20
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 20
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 20
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 20
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 20
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 20
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 20
Securian Asset Management, Inc 19
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 19
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 19
CX Institutional 19
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 19
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 19
Vestmark Advisory Solutions, Inc. 19
Lsv Asset Management 19
Commerce Bank 19
Tucker Asset Management Llc 19
True Wealth Design, LLC 19
Stephens Consulting, LLC 19
State of Alaska, Department of Revenue 19
Hantz Financial Services, Inc. 19
Invesco Actively Managed Exchange-Traded Commodity Fund Trust - Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF 19
Parkwood LLC 19
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 19
Nuveen Variable Rate Preferred & Income Fund 19
Checchi Capital Advisers, LLC 19
Algert Global Llc 19
Fuller & Thaler Asset Management, Inc. 19
Analytic Investors, LLC 19
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 19
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 19
San Francisco Sentry Investment Group (ca) 19
Activest Wealth Management 19
Dark Forest Capital Management Lp 19
Mutual Of America Capital Management Llc 19
Thompson Siegel & Walmsley Llc 19
Rational Advisors Llc 19
Occudo Quantitative Strategies Lp 19
Louisiana State Employees Retirement System 19
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 19
World Asset Management Inc 19
Tortoise Investment Management, LLC 19
Cornerstone Advisors, Inc. 19
CenterStar Fund, LLC 19
Hexagon Capital Partners LLC 19
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 19
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 19
Graham Capital Management, L.P. 19
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 19
First Mercantile Trust Co 19
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 19
Peak6 Llc 19
Edge Wealth Management LLC 19
Lenox Wealth Advisors, LLC 19
Denali Advisors Llc 19
Ieq Capital, Llc 19
Focused Wealth Management, Inc 19
CAPROCK Group, Inc. 19
Greenwich Wealth Management LLC 19
Picton Mahoney Asset Management 19
VCCBX - VALIC Co II - Core Bond Fund 19
Mackay Shields Llc 19
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 19
Xponance, Inc. 19
Capital Advisors, Ltd. LLC 19
Navellier & Associates Inc 19
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 19
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 19
Sequoia Financial Advisors, LLC 19
Dynamic Technology Lab Pte Ltd 19
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 19
NumerixS Investment Technologies Inc 19
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 19
Brevan Howard Capital Management LP 19
DAAVX - Dunham Funds - Dunham Dynamic Macro Fund Class A 19
Advisors Preferred, LLC 19
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 19
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 19
Twin Tree Management, LP 19
Quinn Opportunity Partners LLC 19
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 19
Lombard Odier Asset Management (Switzerland) SA 19
AGUAX - AMERICAN BEACON FUNDS - American Beacon Frontier Markets Income Fund A Class 19
Point72 Asia (Singapore) Pte. Ltd. 19
Capula Management Ltd 19
Riverhead Capital Management Llc 19
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 19
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 19
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 19
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 19
Elkfork Partners LLC 19
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 19
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 19
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 19
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 19
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 19
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 19
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 19
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 19
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 19
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 19
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 19
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 19
John Hancock Preferred Income Fund 19
John Hancock Preferred Income Fund Iii 19
John Hancock Preferred Income Fund Ii 19
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 19
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 19
PIMCO FUNDS - PIMCO Short-Term Portfolio 19
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 19
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 19
Western Asset Premier Bond Fund 19
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 19
Oppenheimer Etf Trust 19
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 19
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 19
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 19
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 19
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 19
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 19
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 19
Western Asset Global Corporate Defined Opportunity Fund Inc. 19
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 19
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 19
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 19
Moors & Cabot, Inc. 18
Oxbow Advisors, LLC 18
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 18
Intech Investment Management Llc 18
Ausdal Financial Partners, Inc. 18
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 18
Amalgamated Financial Corp. 18
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 18
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 18
FinTrust Capital Advisors, LLC 18
Fortitude Family Office, LLC 18
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 18
Corebridge Financial, Inc. 18
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 18
Horizon Investments, LLC 18
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 18
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 18
Nuveen Tax Advantaged Total Return Strategy Fund 18
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 18
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 18
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 18
Cibc World Markets Corp 18
Perigon Wealth Management, LLC 18
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 18
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 18
Guardian Wealth Advisors, LLC 18
Texas Permanent School Fund 18
Hanseatic Management Services Inc 18
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 18
Hilltop Holdings Inc. 18
Castleview Partners, Llc 18
Sheaff Brock Investment Advisors, LLC 18
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 18
RBF Capital, LLC 18
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 18
Profunds - Profund Vp Oil & Gas 18
UMA Financial Services, Inc. 18
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 18
Alphacrest Capital Management Llc 18
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 18
Great Lakes Advisors, Llc 18
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 18
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 18
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 18
Avion Wealth 18
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 18
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 18
Caitong International Asset Management Co., Ltd 18
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 18
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 18
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 18
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 18
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF 18
Caas Capital Management Lp 18
Menta Capital Llc 18
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 18
Global Financial Private Client, LLC 18
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 18
DekaBank Deutsche Girozentrale 18
Axq Capital, Lp 18
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 18
Liberty Wealth Management Llc 18
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 18
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 18
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 18
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 18
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 18
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 18
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 18
Crestline Management, LP 18
Capital Asset Advisory Services LLC 18
Driehaus Capital Management Llc 18
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 18
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 18
Wedge Capital Management L L P/nc 18
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 18
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 18
Everence Capital Management Inc 18
Sciencast Management LP 18
Qrg Capital Management, Inc. 18
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 18
Chicago Equity Partners Llc 18
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 18
Westport Resources Management Inc 18
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 18
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 18
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 18
Vident Advisory, LLC 18
Prestige Wealth Management Group LLC 18
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 18
Formidable Asset Management, LLC 18
Securian Funds Trust - SFT Core Bond Fund Class 1 18
Koshinski Asset Management, Inc. 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 18
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 18
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 18
Newbridge Financial Services Group, Inc. 18
Pictet Asset Management Sa 18
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 18
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 18
Maverick Capital Ltd 18
Placemark Investments, Inc. 18
Invictus RG 18
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 18
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 18
NewSquare Capital LLC 18
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 18
GPS Wealth Strategies Group, LLC 18
Trustcore Financial Services, Llc 18
Caption Management, LLC 18
First Citizens Bank & Trust Co 18
Winslow, Evans & Crocker, Inc. 18
FNY Partners Fund LP 18
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 18
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 18
GABELLI & Co INVESTMENT ADVISERS, INC. 18
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 18
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 18
Retirement Systems of Alabama 18
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 17
Banco Santander, S.A. 17
Independent Advisor Alliance 17
Pacitti Group Inc. 17
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 17
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 17
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 17
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 17
Wealthcare Capital Management Llc 17
Vontobel Holding Ltd. 17
Bridgefront Capital, LLC 17
Empowered Funds, LLC 17
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 17
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 17
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 17
Gulf International Bank (UK) Ltd 17
Old National Bancorp /in/ 17
Mv Capital Management, Inc. 17
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 17
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 17
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 17
Vantage Consulting Group Inc 17
Wbi Investments, Inc. 17
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 17
Mason Street Advisors, Llc 17
Teza Capital Management LLC 17
Janney Capital Management LLC 17
Merit Financial Group, LLC 17
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 17
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 17
Treasurer of the State of North Carolina 17
RSBT - Tidal Trust II - Return Stacked(TM) Bonds & Managed Futures ETF 17
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 17
Anchor Investment Management, LLC 17
Pittenger & Anderson Inc 17
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 17
Commonwealth Bank Of Australia 17
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 17
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 17
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 17
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 17
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 17
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 17
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 17
Avestar Capital, LLC 17
Institute for Wealth Management, LLC. 17
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 17
Highland Capital Management, Llc 17
Kestra Private Wealth Services, Llc 17
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 17
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 17
Sit Investment Associates Inc 17
New York Life Investment Management Llc 17
Montag A & Associates Inc 17
PACIFIC SELECT FUND - Core Income Portfolio Class I 17
Kayne Anderson Rudnick Investment Management Llc 17
Veriti Management LLC 17
Kore Private Wealth LLC 17
Evercore Wealth Management, LLC 17
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 17
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 17
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 17
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 17
Western Asset Global High Income Fund Inc. 17
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 17
Irish Life Investment Managers Ltd. 17
Cassady Schiller Wealth Management, LLC 17
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 17
Pitcairn Co 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 17
Clinton Group Inc 17
Calton & Associates, Inc. 17
Sei Trust Co 17
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 17
Estabrook Capital Management 17
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 17
Impact Partnership Wealth, LLC 17
Arden Investment Series Trust 17
Korea Investment CORP 17
James Investment Research Inc 17
Scotia Capital Inc. 17
Edmond De Rothschild Holding S.a. 17
Capital Performance Advisors Llp 17
New America High Income Fund Inc 17
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 17
Columbia Funds Variable Series Trust II - CTIVP - BlackRock Global Inflation-Protected Securities Fund Class 3 17
Highline Wealth Partners Llc 17
Illinois Municipal Retirement Fund 17
EntryPoint Capital, LLC 17
Atlas Capital Advisors Llc 17
Pinnacle Associates Ltd 17
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 17
IndexIQ Advisors LLC 17
AlphaMark Advisors, LLC 17
Jupiter Asset Management Ltd 17
Quest Partners LLC 17
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 17
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 17
Blackrock Allocation Target Shares - Bats Series A 17
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 17
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio II 17
Tradewinds Capital Management, LLC 17
Raymond James Trust N.a. 17
Sargent Bickham Lagudis LLC 17
Earnest Partners Llc 17
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 17
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 17
Motco 17
GHP Investment Advisors, Inc. 17
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 17
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 17
Grove Bank & Trust 17
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 17
GW&K Investment Management, LLC 17
Beacon Capital Management, LLC 17
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 17
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 17
McIlrath & Eck, LLC 17
J.w. Cole Advisors, Inc. 17
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 17
Dorsey Wright & Associates 17
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 17
Duality Advisers, Lp 17
Employees Retirement System of Texas 17
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 17
Candriam Luxembourg S.C.A. 17
Bay Harbor Wealth Management, LLC 17
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 17
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 17
General Motors Investment Management Corp 17
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 17
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 17
Standard Life Aberdeen plc 17
Ethic Inc. 17
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 17
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 17
First Quadrant L P/ca 17
Ashton Thomas Private Wealth, LLC 17
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 17
Sumitomo Mitsui DS Asset Management Company, Ltd 17
Capital World Investors 17
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 17
Financial Counselors Inc 17
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 17
Petrus Trust Company, LTA 17
Maryland State Retirement & Pension System 17
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 17
First American Bank 17
CMBS - iSHARES TRUST - iShares CMBS ETF 17
FAINX - MSS Series Trust - Fallen Angels Income Fund 17
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 17
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 17
Oakworth Capital, Inc. 17
Concurrent Investment Advisors, LLC 17
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 17
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 17
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 17
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 17
Catalyst Funds Management Pty Ltd 17
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 16
Continental Advisors Llc 16
Holocene Advisors, LP 16
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 16
Weld Capital Management Llc 16
Savant Capital, LLC 16
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 16
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 16
Azora Capital LP 16
Liberty Mutual Group Asset Management Inc. 16
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 16
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 16
Amundi Pioneer Asset Management Inc 16
Abound Wealth Management 16
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 16
Yakira Capital Management, Inc. 16
Moore Capital Management, Lp 16
Ballentine Partners, LLC 16
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 16
Archer Investment Corp 16
Wealthfront Advisers Llc 16
Joel Isaacson & Co., LLC 16
Independent Portfolio Consultants, Inc. 16
Tsfg, Llc 16
Winton Diversified Opportunities Fund 16
Capital Analysts, Inc. 16
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 16
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 16
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 16
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 16
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 16
Wetherby Asset Management Inc 16
Cadence Capital Management Llc 16
UniSuper Management Pty Ltd 16
eCIO, Inc. 16
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 16
Visium Asset Management, LP 16
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 16
Wunderlich Securities, Inc. 16
Lido Advisors, LLC 16
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 16
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 16
Crow Point Partners, LLC 16
SpiderRock Advisors, LLC 16
IWB - iSHARES TRUST - iShares Russell 1000 ETF 16
Cape Investment Advisory, Inc. 16
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 16
AQGNX - AQR Funds - AQR Global Equity Fund Class N 16
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 16
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 16
Arlington Trust Co LLC 16
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 16
Pimco High Income Fund 16
Advantage Investment Management, Llc 16
Atomi Financial Group, Inc. 16
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 16
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 16
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 16
Meadow Creek Investment Management LLC 16
Cromwell Holdings LLC 16
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 16
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 16
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 16
Sutton Wealth Advisors Inc. 16
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 16
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 16
Harvest Fund Management Co., Ltd 16
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 16
Franklin Templeton ETF Trust - Western Asset Bond ETF 16
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 16
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 16
Veritable, L.P. 16
Wealthfront Inc 16
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 16
Agf Investments Inc. 16
Hartford Investment Management Co 16
Altshuler Shaham Ltd 16
Cambridge Trust Co 16
Simon Quick Advisors, Llc 16
StoneX Group Inc. 16
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 16
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 16
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 16
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 16
Cnh Partners Llc 16
Balentine LLC 16
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 16
Pictet Asset Management Ltd 16
FJ Capital Management LLC 16
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 16
Beaird Harris Wealth Management, LLC 16
Contravisory Investment Management, Inc. 16
Barings Llc 16
CenterStar Asset Management, LLC 16
Leuthold Group, Llc 16
SevenBridge Financial Group, LLC 16
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 16
Kovack Advisors, Inc. 16
Congress Wealth Management LLC / DE / 16
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 16
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 16
DiNuzzo Private Wealth, Inc. 16
Front Row Advisors LLC 16
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 16
BerganKDV Wealth Management, LLC 16
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 16
Schubert & Co 16
State Of Michigan Retirement System 16
MML Series Investment Fund II - MML Blend Fund Initial Class 16
Guggenheim Strategic Opportunities Fund 16
Lombard Odier Asset Management (USA) Corp 16
Cipher Capital LP 16
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 16
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 16
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 16
USA Financial Portformulas Corp 16
MCF Advisors LLC 16
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 16
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 16
Tarbox Family Office, Inc. 16
SG3 Management, LLC 16
People's United Financial, Inc. 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 16
Paradigm Asset Management Co Llc 16
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 16
SOUTH STATE Corp 16
Mosaic Family Wealth, LLC 16
Rsm Us Wealth Management Llc 16
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 16
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 16
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 16
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 16
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 16
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 16
Coastal Investment Advisors, Inc. 16
Utah Retirement Systems 16
Weiss Strategic Interval Fund 16
Advisor Resource Council 16
Comerica Securities,inc. 16
Fred Alger Management, Llc 16
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 16
Paces Ferry Wealth Advisors, Llc 16
Horizon Kinetics LLC 16
Kovitz Investment Group Partners, LLC 16
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 16
Hudock, Inc. 16
Disciplined Investments, LLC 16
Gyon Technologies Capital Management, LP 16
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 16
Janus Capital Management Llc 16
Colonial Trust Advisors 16
Macroview Investment Management Llc 16
Signet Financial Management, Llc 16
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 16
Global Income Builder Portfolio - Global Income Builder Portfolio 16
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 16
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 16
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 16
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 16
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 16
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 16
Element Capital Management Llc 16
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 16
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 16
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 16
Barrow Hanley Mewhinney & Strauss Llc 16
Diversify Advisory Services, LLC 16
Cornerstone Wealth Management, LLC 16
Livforsakringsbolaget Skandia, Omsesidigt 16
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 16
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 16
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 16
Calvert Investment Management, Inc. 16
NewEdge Wealth, LLC 16
VCCCX - VALIC Co I - Capital Conservation Fund 16
HighPoint Advisor Group LLC 16
QCM Cayman, Ltd. 16
Harvest Group Wealth Management, Llc 16
Ashton Thomas Securities, Llc 16
Arete Wealth Advisors, LLC 16
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 16
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 16
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 16
Universal- Beteiligungs- und Servicegesellschaft mbH 16
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 16
Xact Kapitalforvaltning AB 15
Change Path, LLC 15
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 15
APDPX - ARTISAN PARTNERS FUNDS INC - Artisan Global Unconstrained Fund Advisor Shares 15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 15
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 15
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 15
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 15
Alera Investment Advisors, LLC 15
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 15
Founders Financial Alliance, LLC 15
Jump Trading, LLC 15
Eagle Asset Management Inc 15
First City Capital Management, Inc. 15
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 15
South Dakota Investment Council 15
Nuveen Multi-market Income Fund 15
Calamos Global Dynamic Income Fund 15
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 15
DnB Asset Management AS 15
Crewe Advisors LLC 15
Zurich Insurance Group Ltd/FI 15
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 15
LGT Financial Advisors LLC 15
QCVAX - Clearwater Investment Trust - Clearwater International Fund 15
Migdal Insurance & Financial Holdings Ltd. 15
Annis Gardner Whiting Capital Advisors, LLC 15
Heritage Wealth Advisors 15
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 15
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 15
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 15
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 15
Cordant, Inc. 15
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 15
K2 Principal Fund, L.p. 15
Burney Co/ 15
Palisade Capital Management Llc/nj 15
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 15
Lake Point Wealth Management 15
NN Investment Partners Holdings N.V. 15
Hartford Mutual Funds Inc/ct 15
Sound Income Strategies, LLC 15
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 15
Mirabella Financial Services Llp 15
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 15
Covington Capital Management 15
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 15
Vanguard Horizon Funds 15
Twin Capital Management Inc 15
IYF - iSHARES TRUST - iShares U.S. Financials ETF 15
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 15
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 15
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 15
Baader Bank INC 15
Rise Advisors, LLC 15
Dai-Ichi Life Insurance Company, Ltd 15
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 15
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 15
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 15
Aster Capital Management (DIFC) Ltd 15
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 15
City Holding Co 15
Archford Capital Strategies, LLC 15
Alpha DNA Investment Management LLC 15
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 15
Connectus Wealth, LLC 15
Baystate Wealth Management LLC 15
Glen Harbor Capital Management LLC 15
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 15
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 15
Mendota Financial Group, LLC 15
Capital One, National Association 15
Wright Investors Service Inc 15
Column Capital Advisors, LLC 15
Wealthspire Advisors, LLC 15
Sageworth Trust Co 15
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 15
HFM Investment Advisors, LLC 15
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 15
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 15
Advisory Alpha, LLC 15
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 15
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 15
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 15
Cigna Investments Inc /new 15
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 15
Absolute Return Capital, LLC 15
Point72 (DIFC) Ltd 15
EBI - RBB Fund Trust - Longview Advantage ETF 15
Stone Ridge Asset Management LLC 15
Northwestern Mutual Investment Management Company, Llc 15
NorthRock Partners, LLC 15
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 15
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 15
Dynamic Advisor Solutions LLC 15
Ledyard National Bank 15
WASHINGTON TRUST Co 15
Almanack Investment Partners, LLC. 15
Mutual Advisors, LLC 15
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 15
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 15
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 15
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 15
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 15
Maltese Capital Management Llc 15
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 15
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 15
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 15
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 15
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 15
Hemington Wealth Management 15
M&r Capital Management Inc 15
Pinnacle Bancorp, Inc. 15
Kilter Group LLC 15
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 15
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 15
Regentatlantic Capital Llc 15
Old Mutual Global Investors (UK) Ltd. 15
Tcw Group Inc 15
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 15
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 15
Parkworth Wealth Management, Inc. 15
Innealta Capital, Llc 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 15
Colonial Trust Co / SC 15
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 15
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 15
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 15
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 15
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 15
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 15
Index Management Solutions, LLC 15
VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares 15
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 15
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 15
Atlantic Trust, LLC 15
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 15
Polar Asset Management Partners Inc. 15
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 15
Bare Financial Services, Inc 15
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 15
Shelton Capital Management 15
Susquehanna Portfolio Strategies, LLC 15
Lighthouse Investment Partners, LLC 15
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 15
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 15
Banco Bilbao Vizcaya Argentaria, S.a. 15
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 15
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 15
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 15
BDO Wealth Advisors, LLC 15
E. Ohman J:or Asset Management AB 15
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 15
Weaver Consulting Group 15
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 15
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 15
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 15
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 15
PFG Advisors 15
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 15
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 15
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 15
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 15
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 15
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 15
ETRADE Capital Management LLC 15
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 15
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative 15
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 15
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 15
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 15
Global X Funds 15
DAACX - Adviser Managed Trust - Diversified Equity Fund 15
First Personal Financial Services 15
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 15
Cohen & Steers Quality Income Realty Fund Inc 15
Bedel Financial Consulting, Inc. 15
L & S Advisors Inc 15
Clark Capital Management Group, Inc. 15
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 15
Vise Technologies, Inc. 15
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 15
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 15
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 15
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 15
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 15
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 15
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 15
FLDFX - Meeder Funds - BALANCED FUND Retail Class 15
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 15
Harbour Capital Advisors, LLC 15
Truvestments Capital Llc 15
Continuum Advisory, LLC 15
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 15
Nebula Research & Development LLC 15
Bb&t Investment Services, Inc. 15
Northern Trust Co Of Connecticut 15
Pine River Capital Management L.P. 15
Virtus Investment Advisers, Inc. 15
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 15
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 15
CWM Advisors, LLC 15
Fiera Capital Corp 15
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 14
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 14
Geneva Advisors, LLC 14
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 14
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 14
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 14
Fulton Bank, N.a. 14
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 14
PFG Investments, LLC 14
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 14
Legacy Financial Advisors, Inc. 14
NorthCoast Asset Management LLC 14
Kelly Financial Services LLC 14
Hirtle Callaghan & Co LLC 14
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 14
Blackrock Debt Strategies Fund, Inc. 14
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 14
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 14
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 14
Personal Cfo Solutions, Llc 14
IWM - iSHARES TRUST - iShares Russell 2000 ETF 14
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 14
Jennison Associates Llc 14
Gabelli Dividend & Income Trust 14
Minichmacgregor Wealth Management, Llc 14
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 14
Oppenheimer Variable Account Funds 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 14
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 14
Sherbrooke Park Advisers Llc 14
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 14
Longfellow Investment Management Co Llc 14
Readystate Asset Management Lp 14
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 14
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 14
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 14
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 14
Intersect Capital LLC 14
EP Wealth Advisors, Inc. 14
Nwam Llc 14
Sugarloaf Wealth Management, LLC 14
BI Asset Management Fondsmaeglerselskab A/S 14
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 14
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 14
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 14
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F 14
Tredje AP-fonden 14
URTH - iShares, Inc. - iShares MSCI World ETF 14
Agf Management Ltd 14
Adage Capital Partners Gp, L.l.c. 14
Bowling Portfolio Management LLC 14
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 14
Prana Capital Management, LP 14
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 14
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 14
TFC Financial Management 14
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 14
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 14
PGSIX - PUTNAM MORTGAGE SECURITIES FUND - PUTNAM U S GOVERNMENT INCOME TRUST Class A Shares 14
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 14
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 14
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 14
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 14
Boston Advisors Llc 14
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 14
St Germain D J Co Inc 14
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 14
UYG - PROSHARES TRUST - ProShares Ultra Financials 14
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 14
WR Wealth Planners, LLC 14
Rialto Wealth Management, LLC 14
Wolff Wiese Magana Llc 14
Usca Ria Llc 14
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 14
VCGAX - VALIC Co I - Growth & Income Fund 14
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 14
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 14
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 14
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 14
Addison Advisors LLC 14
Meiji Yasuda Asset Management Co Ltd. 14
Advent Capital Management /de/ 14
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 14
PPM Funds - PPM High Yield Core Fund (Inst) 14
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 14
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 14
Evolution Wealth Advisors, LLC 14
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 14
Tfo-tdc, Llc 14
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 14
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 14
Conning Inc. 14
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 14
Meitav Dash Investments Ltd 14
Concord Wealth Partners 14
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 14
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 14
True Link Financial Advisors, LLC 14
Blue Bell Private Wealth Management, Llc 14
AlphaCore Capital LLC 14
Interchange Capital Partners, LLC 14
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 14
MTGAX - MORGAN STANLEY MORTGAGE SECURITIES TRUST - Morgan Stanley Mortgage Securities Trust A 14
Pensionmark Financial Group, Llc 14
Meridian Wealth Partners, LLC 14
Cinctive Capital Management LP 14
R Squared Ltd 14
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 14
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 14
Exane Derivatives 14
SpiderRock Trading LLC 14
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 14
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 14
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 14
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 14
Magnus Financial Group LLC 14
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 14
Washington Trust Bank 14
Pearl River Capital, LLC 14
HHM Wealth Advisors, LLC 14
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 14
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 14
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 14
Humankind Benefit Corp - Humankind US Stock ETF 14
Apollon Wealth Management, LLC 14
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 14
Thurston, Springer, Miller, Herd & Titak, Inc. 14
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 14
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 14
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 14
Mckinley Capital Management Llc /delaware 14
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 14
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 14
Riggs Asset Managment Co. Inc. 14
Hennion & Walsh Asset Management, Inc. 14
Aptus Capital Advisors, LLC 14
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 14
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 14
Riverview Trust Co 14
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 14
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 14
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 14
Marino, Stram & Associates Llc 14
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 14
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 14
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 14
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 14
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 14
Bailard, Inc. 14
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 14
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 14
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 14
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 14
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 14
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 14
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 14
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 14
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 14
CSat Investment Advisory, L.P. 14
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 14
Equitec Proprietary Markets, Llc 14
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 14
Stifel Nicolaus & Co Inc \mo\ 14
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 14
Dubuque Bank & Trust Co 14
Global X Management CO LLC 14
Studio Investment Management Llc 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 14
Allegis Investment Advisors, LLC 14
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 14
Gator Capital Management, LLC 14
Zeke Capital Advisors, Llc 14
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 14
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 14
Sachetta, LLC 14
BNP Paribas Investment Partners S.A. 14
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 14
Guggenheim Active Allocation Fund 14
Elo Mutual Pension Insurance Co 14
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 14
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 14
Greenleaf Trust 14
Steward Financial Group LLC 14
NorthCrest Asset Manangement, LLC 14
Dorsey & Whitney Trust CO LLC 14
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 14
Buckingham Strategic Partners 14
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 14
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 14
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 14
NSIDX - Northern Funds - Northern Small Cap Index Fund 14
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 14
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 14
MBOVX - M FUND INC - M Large Cap Value Fund 14
Royal London Asset Management Ltd 14
Bruce G. Allen Investments, LLC 14
One Wealth Advisors, LLC 14
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 14
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 14
Banque Cantonale Vaudoise 14
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 14
Westwood Holdings Group Inc 14
Albion Financial Group /ut 14
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 14
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 14
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 14
Elequin Capital Lp 14
HB Wealth Management, LLC 14
Maven Securities LTD 14
Raleigh Capital Management Inc. 14
Profunds - Profund Vp Financials 14
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 14
Gillson Capital LP 14
Point72 Europe (London) LLP 14
Neuburgh Advisers LLC 14
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 14
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 14
Summit Global Investments 14
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 14
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 14
Ritholtz Wealth Management 14
ULTRA SERIES FUND - Core Bond Fund Class I 14
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 14
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 14
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 14
Westside Investment Management, Inc. 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 14
Banque Pictet & Cie Sa 14
Redwood Investment Management, Llc 14
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 14
Householder Group Estate & Retirement Specialist, LLC 14
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 14
Spot Trading L.l.c. 14
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 14
Pimco Global Stocksplus & Income Fund 14
Bourgeon Capital Management Llc 14
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 14
Tcwp Llc 14
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 14
King Luther Capital Management Corp 14
Kestra Investment Management, LLC 14
Blackrock Multi-sector Opportunities Trust 14
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 14
Atticus Wealth Management, Llc 14
Claymore Exchange-traded Fund Trust 14
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 14
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 13
Lansforsakringar Fondforvaltning AB (publ) 13
Virtus Global Multi-sector Income Fund 13
Delpha Capital Management, Llc 13
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 13
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 13
Clough Global Dividend & Income Fund 13
Eagle Global Advisors Llc 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Mozaic Multi-Asset Fund Class II 13
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 13
Strategic Blueprint, LLC 13
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 13
Wealth Alliance 13
ASTMX - Northern Lights Fund Trust - Astor Macro Alternative Fund Class A Shares 13
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 13
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 13
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 13
Oppenheimer Global Multi Strategies Fund 13
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 13
Moneta Group Investment Advisors Llc 13
Fortitude Advisory Group L.L.C. 13
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 13
Keebeck Alpha, LP 13
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 13
CWA Asset Management Group, LLC 13
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 13
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 13
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 13
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 13
Johnson Investment Counsel Inc 13
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 13
Private Advisory Group LLC 13
VCSLX - VALIC Co I - Small Cap Index Fund 13
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio 13
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 13
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 13
Private Wealth Management Group, LLC 13
Alpha Paradigm Partners, LLC 13
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 13
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 13
Baldwin Brothers Inc/ma 13
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 13
Claro Advisors LLC 13
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 13
Zions Bancorporation, National Association /ut/ 13
Edge Advisors, Llc 13
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 13
Aspire Private Capital, LLC 13
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 13
Journey Strategic Wealth Llc 13
Glenmede Investment Management, LP 13
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 13
Systematic Financial Management Lp 13
AGF Investments LLC 13
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 13
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 13
1ws Credit Income Fund 13
Perritt Capital Management Inc 13
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 13
Point72 Middle East FZE 13
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 13
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 13
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 13
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 13
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 13
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 13
SPCAX - Investment Managers Series Trust - SilverPepper Commodity Strategies Global Macro Fund Advisor Class 13
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 13
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 13
Jacobi Capital Management LLC 13
Trust Department Mb Financial Bank N A 13
Wetzel Investment Advisors, Inc. 13
Cribstone Capital Management, LLC 13
Prentiss Smith & Co Inc 13
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 13
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 13
Principia Wealth Advisory, LLC 13
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 13
Fjarde Ap-fonden /fourth Swedish National Pension Fund 13
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 13
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 13
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 13
Qs Batterymarch Financial Management, Inc 13
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 13
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 13
First Horizon Corp 13
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 13
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 13
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 13
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 13
Cable Hill Partners, LLC 13
MQS Management LLC 13
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 13
Taika Capital, LP 13
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 13
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 13
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 13
Sagespring Wealth Partners, Llc 13
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 13
Dana Investment Advisors, Inc. 13
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 13
LRI Investments, LLC 13
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 13
Accel Wealth Management 13
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 13
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 13
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 13
Concert Wealth Management Inc. 13
RPG Investment Advisory, LLC 13
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 13
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 13
K.J. Harrison & Partners Inc 13
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 13
Beacon Pointe Advisors, LLC 13
CVA Family Office, LLC 13
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 13
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 13
Pinkerton Retirement Specialists, LLC 13
Sculptor Capital LP 13
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 13
Advisor Partners Llc 13
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 13
Hennessy Advisors Inc 13
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 13
Apriem Advisors 13
National Pension Service 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 13
Capital Wealth Planning, LLC 13
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 13
Smith Asset Management Group Lp 13
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 13
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 13
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 13
Optimum Investment Advisors 13
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 13
SRTTX - SMA RELATIONSHIP TRUST - Series T 13
Qci Asset Management Inc/ny 13
Advisor Partners Ii, Llc 13
Clean Yield Group 13
Old Mutual Customised Solutions (proprietary) Ltd 13
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 13
Wells Fargo Global Dividend Opportunity Fund 13
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 13
BFOR - ALPS ETF Trust - Barron's 400 ETF 13
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 13
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 13
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 13
Nvwm, Llc 13
Caxton Associates Llp 13
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 13
Integrated Advisors Network LLC 13
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 13
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 13
Intrust Bank Na 13
Chevy Chase Trust Holdings, Inc. 13
361 Capital Llc 13
Essex Financial Services, Inc. 13
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 13
Vantage Investment Advisors, LLC 13
Brookfield Asset Management Inc. 13
Matarin Capital Management, LLC 13
Clear Harbor Asset Management, LLC 13
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 13
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 13
Gideon Capital Advisors, Inc. 13
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 13
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 13
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 13
XR Securities LLC 13
Great Valley Advisor Group, Inc. 13
Copeland Capital Management, LLC 13
Nissay Asset Management Corp /japan/ /adv 13
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF 13
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 13
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 13
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 13
IFM Investors Pty Ltd 13
Shine Investment Advisory Services Inc 13
WealthCollab, LLC 13
American National Bank 13
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 13
Gladstone Institutional Advisory LLC 13
Kapitalo Investimentos Ltda 13
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 13
Lombard Odier Asset Management (Europe) Ltd 13
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 13
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 13
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 13
Prime Capital Investment Advisors, LLC 13
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 13
Allstate Corp 13
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 13
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 13
Hutchin Hill Capital, LP 13
Bluefin Capital Management, Llc 13
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 13
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 13
Ten Capital Wealth Advisors, LLC 13
Creekmur Asset Management LLC 13
Accurate Wealth Management, LLC 13
FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund 13
Next Financial Holdings 13
Equitable Holdings, Inc. 13
Pinnacle Financial Partners Inc 13
Transamerica Partners Funds Group Ii 13
Eastern Bank 13
Horizon Kinetics Asset Management Llc 13
Western Asset High Income Opportunity Fund Inc. 13
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 13
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 13
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 13
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 13
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 13
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 13
Athanor Capital, Lp 13
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 13
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 13
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 13
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 13
High Net Worth Advisory Group LLC 13
Arrow Financial Corp 13
Brighthouse Funds Trust II - BlackRock Ultra-Short Term Bond Portfolio Class A 13
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 13
PSI Advisors, LLC 13
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 13
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 13
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 13
New Mexico Educational Retirement Board 13
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 13
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 13
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 13
Old Mission Capital, Llc 13
Trilogy Capital Inc. 13
Jain Global LLC 13
Resona Asset Management Co.,Ltd. 13
Transcend Wealth Collective, Llc 13
Calamos Global Total Return Fund 13
Machina Capital S.a.s. 13
Syon Capital Llc 13
Entropy Technologies, LP 13
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 13
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund 13
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 13
Worldquant Millennium Advisors Llc 13
Hotchkis & Wiley Capital Management Llc 13
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 13
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 13
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 13
Transamerica Partners Funds Group 13
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 13
Park Place Capital Corp 13
Inceptionr Llc 13
Thomas J. Herzfeld Advisors, Inc. 13
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 13
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 13
I.g. Investment Management, Ltd. 13
EJF Capital LLC 13
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 13
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 12
BlueMar Capital Management, LLC 12
Bluefin Trading, LLC 12
STXV - EA Series Trust - Strive 1000 Value ETF 12
Clearview Wealth Advisors LLC 12
Capital Investment Advisory Services, LLC 12
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 12
Atlas Private Wealth Advisors 12
Heck Capital Advisors, LLC 12
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 12
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 12
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 12
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 12
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 12
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 12
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 12
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 12
Ossiam 12
Moisand Fitzgerald Tamayo, LLC 12
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 12
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 12
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 12
Forum Funds 12
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 12
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 12
Harvest Investment Services, LLC 12
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 12
Tibra Equities Europe Ltd 12
Cambria Investment Management, L.P. 12
Pineridge Advisors LLC 12
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 12
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 12
BBVA USA Bancshares, Inc. 12
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 12
tru Independence LLC 12
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 12
Andra AP-fonden 12
Lincoln National Corp 12
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 12
Wesbanco Bank Inc 12
Van Hulzen Asset Management, LLC 12
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 12
WealthTrak Capital Management LLC 12
Gen-Wealth Partners Inc 12
Gateway Investment Advisers Llc 12
Stanley-Laman Group, Ltd. 12
Alpine Woods Capital Investors, Llc 12
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 12
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 12
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 12
Scientech Research LLC 12
Brewin Dolphin Ltd 12
Childress Capital Advisors, Llc 12
Tiverton Asset Management Llc 12
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 12
Coppell Advisory Solutions LLC 12
Zweig-DiMenna Associates LLC 12
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 12
Zions Bancorporation 12
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 12
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 12
IBM Retirement Fund 12
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 12
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 12
OHIO NATIONAL FUND INC - ON Bond Portfolio 12
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 12
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 12
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 12
Invesco High Income Trust Ii 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 12
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 12
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 12
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 12
Lloyd Advisory Services, LLC. 12
MML Series Investment Fund II - MML Equity Rotation Fund Class II 12
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 12
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 12
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 12
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 12
Cohen & Steers Total Return Realty Fund Inc 12
Meritage Portfolio Management 12
Hyman Charles D 12
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 12
Charter Oak Capital Management, LLC 12
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 12
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12
RWM Asset Management, LLC 12
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 12
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 12
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 12
APDOX - ARTISAN PARTNERS FUNDS INC - Artisan Emerging Markets Debt Opportunities Fund Advisor Shares 12
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 12
Full18 Capital LLC 12
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 12
Forum Financial Management, LP 12
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 12
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 12
Level Four Advisory Services, Llc 12
Oak Thistle LLC 12
La Banque Postale Asset Management SA 12
YorkBridge Wealth Partners, LLC 12
Adviser Investments LLC 12
Private Ocean, LLC 12
SageView Advisory Group, LLC 12
Cornercap Investment Counsel Inc 12
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 12
BlackRock Capital Allocation Trust 12
Private Wealth Asset Management, LLC 12
Gupta Wealth Management LLC 12
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 12
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 12
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 12
Claybrook Capital, LLC 12
Miracle Mile Advisors, LLC 12
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 12
Cahill Financial Advisors Inc 12
D'Orazio & Associates, Inc. 12
Duncker Streett & Co Inc 12
City State Bank 12
Hartford Series Fund Inc 12
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 12
ISAM Funds (UK) Ltd 12
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 12
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 12
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 12
Eudaimonia Partners, LLC 12
Cookson Peirce & Co Inc 12
Neo Ivy Capital Management 12
Claris Advisors, Llc / Mo / 12
NSGRX - Northern Funds - Northern Small Cap Core Fund 12
Kohmann Bosshard Financial Services, LLC 12
VCTPX - VALIC Co I - Inflation Protected Fund 12
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 12
Bank Of Hawaii 12
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 12
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 12
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 12
TCG Advisory Services, LLC 12
Quaker Wealth Management, LLC 12
Modera Wealth Management, LLC 12
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 12
VGLSX - VALIC Co I - Global Strategy Fund 12
Aspect Partners, LLC 12
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 12
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 12
Center for Financial Planning, Inc. 12
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 12
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 12
Baird Robert W & Co Inc /wi/ 12
Iat Reinsurance Co Ltd. 12
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 12
Munder Series Trust 12
Vermillion Wealth Management, Inc. 12
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 12
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 12
Tlp Group Llc 12
Mn Services Vermogensbeheer B.V. 12
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 12
ULTRA SERIES FUND - Diversified Income Fund Class I 12
Sun Life Financial Inc 12
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 12
BW Gestao de Investimentos Ltda. 12
Western Asset Variable Rate Strategic Fund Inc. 12
Voleon Capital Management Lp 12
Beacon Financial Group 12
Levin Capital Strategies, L.p. 12
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 12
Cohen & Steers Global Income Builder, Inc 12
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 12
Jackson Creek Investment Advisors LLC 12
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 12
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 12
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 12
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 12
Northern Lights Fund Trust - Altegris Crabel Multi-Strategy Fund Class A 12
RFP Financial Group LLC 12
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 12
Northwest & Ethical Investments L.P. 12
Oakbrook Investments Llc 12
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 12
Kessler Investment Group, LLC 12
Well Done, LLC 12
Bleakley Financial Group, LLC 12
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 12
TRUE Private Wealth Advisors 12
Simplicity Wealth,LLC 12
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 12
Choate Investment Advisors 12
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 12
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 12
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 12
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 12
Oppenheimer Equity Income Fund 12
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 12
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 12
Alpine Series Trust 12
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 12
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 12
WealthTrust-Arizona, LLC 12
Squar Milner Financial Services Llc 12
Quad-Cities Investment Group, LLC 12
Capital Guardian Trust Co 12
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 12
Rakuten Investment Management, Inc. 12
American Capital Advisory, LLC 12
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 12
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Short-Term Municipal Bond Portfolio - Institutional Class 12
Marks Group Wealth Management, Inc 12
Profunds - Profund Vp Small-cap 12
Roosevelt Investment Group Llc 12
PENN SERIES FUNDS INC - Small Cap Index Fund 12
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 12
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 12
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 12
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 12
HighMark Wealth Management LLC 12
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 12
Key FInancial Inc 12
Emerald Investment Partners, Llc 12
Lebenthal Global Advisors, LLC 12
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 12
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 12
Kistler-Tiffany Companies, LLC 12
Ascend Capital, Llc 12
USS Investment Management Ltd 12
Mizuho Securities Usa Llc 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 12
B. Metzler seel. Sohn & Co. AG 12
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 12
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 12
First Command Advisory Services, Inc. 12
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 12
LMBS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Low Duration Opportunities ETF 12
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 12
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 12
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 12
EAM Investors, LLC 12
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 12
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 12
First Financial Corp /in/ 12
Investment House Llc 12
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 12
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 12
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 12
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 12
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 12
Shapiro Robert N 12
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 12
Parametrica Management Ltd 12
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 12
V-Square Quantitative Management LLC 12
Soros Fund Management Llc 12
Dfpg Investments, Llc 12
Waratah Capital Advisors Ltd. 12
Vima Llc 12
Virtue Capital Management, LLC 12
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 12
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 12
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 12
Banco de Sabadell, S.A 12
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 12
Quest Capital Management Inc /adv 12
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 12
JBF Capital, Inc. 12
HWG Holdings LP 12
Profunds - Profund Vp Ultrasmall-cap 12
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 12
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 12
SLPIX - Profunds - Small-cap Profund Investor Class 12
Transamerica Partners Portfolios 12
Capital Bank & Trust Co 12
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 12
Mid Atlantic Financial Management Inc/adv 12
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 12
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 12
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 12
Argent Trust Co 12
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 12
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 12
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 12
Pinnacle Summer Investments, Inc. 12
Ellis Investment Partners, LLC 12
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 12
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 11
Enlightenment Research, LLC 11
Ostrum Asset Management 11
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 11
Mizuho Trust & Banking Co., Ltd. 11
Integral Derivatives, LLC 11
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 11
American Independence Funds Trust 11
Hazlett, Burt & Watson, Inc. 11
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 11
SkyView Investment Advisors, LLC 11
Seeyond 11
Mint Tower Capital Management B.V. 11
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 11
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 11
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 11
Gerber Kawasaki Wealth & Investment Management 11
Friedenthal Financial 11
Summit Financial, LLC 11
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 11
Endurance Wealth Management, Inc. 11
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 11
Nelson Capital Management, LLC 11
Argentus Capital Management, LLC 11
DCM Advisors, LLC 11
Bank Julius Baer & Co. Ltd, Zurich 11
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 11
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 11
Forsta Ap-fonden 11
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 11
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 11
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 11
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 11
High Note Wealth, LLC 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 11
Symphony Financial, Ltd. Co. 11
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 11
Bamco Inc /ny/ 11
U S Global Investors Inc 11
PDBC - Invesco Actively Managed Exchange-Traded Commodity Fund Trust - Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 11
Turner Investments, L.p. 11
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 11
Ionic Capital Management LLC 11
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 11
Robertson Stephens Wealth Management, LLC 11
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 11
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 11
Silvercrest Asset Management Group Llc 11
Keebeck Wealth Management, LLC 11
Delta Asset Management Llc/tn 11
Marquette Asset Management, LLC 11
Freestone Grove Partners LP 11
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 11
Relative Value Fund 11
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 11
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 11
Pallas Capital Advisors LLC 11
Deprince Race & Zollo Inc 11
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 11
Cowen Group, Inc. 11
Gries Financial Llc 11
Cantor Fitzgerald, L. P. 11
APFBX - Cavanal Hill Funds - Moderate Duration Fund Investor 11
Next Capital Management LLC 11
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 11
MUFG Securities EMEA plc 11
Weaver C. Barksdale & Associates, Inc. 11
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 11
Integrated Investment Consultants, LLC 11
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 11
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 11
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 11
Invictus RG Pte. Ltd. 11
Ridgeworth Funds 11
DT Investment Partners, LLC 11
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 11
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 11
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 11
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 11
GFS Advisors, LLC 11
Scoria Capital Partners LP 11
John Hancock Premium Dividend Fund 11
Hughes Financial Services, LLC 11
Buckingham Strategic Wealth, Llc 11
Measured Wealth Private Client Group, LLC 11
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 11
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 11
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 11
Belvedere Trading LLC 11
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 11
Mark Sheptoff Financial Planning, Llc 11
Mid Continent Capital Llc/il 11
Natixis Investment Managers International 11
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 11
Wellington Shields Capital Management, LLC 11
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 11
Counterpoint Mutual Funds LLC 11
Banque Transatlantique SA 11
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 11
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 11
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 11
AIA Group Ltd 11
Junto Capital Management LP 11
Barnett & Company, Inc. 11
Lake Street Advisors Group, Llc 11
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 11
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 11
JIHDX - John Hancock Funds II - High Yield Fund Class 1 11
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 11
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 11
Axxcess Wealth Management, Llc 11
Partnervest Advisory Services LLC 11
Ninety One UK Ltd 11
Destination Wealth Management 11
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 11
Bbva Usa 11
Nbt Bank N A /ny 11
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 11
Reliance Trust Co Of Delaware 11
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 11
Benjamin Edwards Inc 11
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 11
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 11
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 11
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 11
Paragon Capital Management Ltd 11
Trustmark National Bank Trust Department 11
Laffer Investments 11
Water Island Capital Llc 11
Rs Investment Management Co Llc 11
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 11
Foundations Investment Advisors, LLC 11
Vigilant Capital Management, LLC 11
Artemis Investment Management LLP 11
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 11
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 11
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 11
Wasatch Advisors Inc 11
Royal Fund Management, LLC 11
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 11
Webster Bank, N. A. 11
Kennedy Capital Management, Inc. 11
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 11
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 11
JAIZX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Growth Portfolio NAV 11
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 11
Caitlin John, LLC 11
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 11
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 11
Glacier Peak Capital LLC 11
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 11
Prudential Short Duration High Yield Fund, Inc. 11
Alexandria Capital, LLC 11
GLG Partners LP 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 11
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 11
Diametric Capital, LP 11
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 11
JAIYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Balanced Portfolio NAV 11
Modern Wealth Management, LLC 11
New Age Alpha Advisors, LLC 11
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I 11
Origin Asset Management LLP 11
Clear Creek Financial Management, LLC 11
Delaware Enhanced Global Dividend & Income Fund 11
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 11
Ab Pooling Portfolios 11
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 11
RFG Advisory, LLC 11
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 11
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 11
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 11
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 11
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 11
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 11
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 11
Stonehage Fleming Financial Services Holdings Ltd 11
Blue Arrow Capital Management Llc 11
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 11
10Elms LLP 11
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 11
City National Bank 11
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 11
Maryland Capital Management 11
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 11
IFG Advisory, LLC 11
CBIZ Investment Advisory Services, LLC 11
Reynolds Capital Management Llc 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 11
Rakuten Securities, Inc. 11
Country Trust Bank 11
Claraphi Advisory Network, LLC 11
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 11
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 11
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 11
Retirement Planning Co of New England, Inc. 11
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 11
Wexford Capital Lp 11
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 11
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 11
HBK Sorce Advisory LLC 11
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 11
Hartford Financial Management Inc. 11
Harwood Advisory Group, LLC 11
Confluence Wealth Services, Inc. 11
Transce3nd, LLC 11
Red Tortoise LLC 11
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 11
TD Capital Management LLC 11
Quantedge Capital Pte Ltd 11
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 11
Metis Global Partners, LLC 11
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 11
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 11
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 11
JNL SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 11
Voya Financial Advisors, Inc. 11
Ibex Wealth Advisors 11
Callan Family Office, LLC 11
Operose Advisors LLC 11
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 11
Pure Financial Advisors, Inc. 11
Psagot Investment House Ltd. 11
First Bank & Trust 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 11
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 11
Global Trust Asset Management, LLC 11
Gabelli Equity Trust Inc 11
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 11
Mbb Public Markets I Llc 11
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 11
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 11
Dakota Wealth Management 11
Phase 2 Partners, LLC 11
JT Stratford LLC 11
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 11
Fsi Group, Llc 11
Achievement Holdings L.P. 11
McAdam, LLC 11
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 11
First Capital Advisors Group, LLC. 11
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 11
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 11
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 11
BFIX - Build Funds Trust - Build Bond Innovation ETF 11
Artisan Partners Limited Partnership 11
Symmetry Partners, LLC 11
Meridian Wealth Management, LLC 11
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 11
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 11
Castleark Management Llc 11
WPG Advisers, LLC 11
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 11
Empirical Finance, LLC 11
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 11
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 11
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 11
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 11
Byrne Asset Management LLC 11
PLVLX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS EMG Fund Institutional Class 11
Aberdeen Asset Management Plc/uk 11
VSCFX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class P 11
PQDI - Principal Exchange-Traded Funds - Principal Spectrum Tax-Advantaged Dividend Active ETF 11
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 11
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 11
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 11
Brave Asset Management Inc 11
Tyers Asset Management LLC 11
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 11
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 11
Fortis Advisors, LLC 11
Sandler Capital Management 11
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 11
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 11
Fiduciary Trust Co 11
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 11
Ascent Group, LLC 11
Community Bank, N.A. 11
Nuveen Core Equity Alpha Fund 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 11
Indiana Trust & Investment Management CO 11
STXG - EA Series Trust - Strive 1000 Growth ETF 11
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 11
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 11
Adirondack Trust Co 11
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 11
FEDERATED CORE TRUST - High Yield Bond Portfolio 11
Mendon Capital Advisors Corp 11
Segantii Capital Management Ltd 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 11
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 11
Steel Peak Wealth Management LLC 11
Achmea Investment Management B.V. 11
Camarda Financial Advisors, LLC 11
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 11
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 11
Bfsg, Llc 11
Aua Capital Management, Llc 11
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 11
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 11
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 11
Cohen & Steers, Inc. 11
Tuttle Tactical Management LLC 11
Qtron Investments LLC 11
Tokio Marine Asset Management Co Ltd 11
CFS Investment Advisory Services, LLC 11
Opal Wealth Advisors, LLC 11
Western Wealth Management, LLC 11
Provenance Wealth Advisors, LLC 11
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 11
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 11
Executive Wealth Management, LLC 11
Capital A Wealth Management, LLC 11
Gdl Fund 11
Western Asset High Income Fund Ii Inc. 11
Gabelli Equity Series Funds Inc 11
Romano Brothers And Company 11
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 11
Leavell Investment Management, Inc. 11
Crestwood Advisors Group LLC 11
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 11
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 11
Intercontinental Wealth Advisors, LLC 11
Shinko Asset Management Co., Ltd. 11
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 11
Cornerstone Advisory, LLC 11
ArrowMark Colorado Holdings LLC 11
VisionPoint Advisory Group, LLC 11
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 11
Emerald Advisers, Llc 11
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 11
Investment Management Corp of Ontario 11
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 11
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 11
Perpetual Ltd 11
Cooper Financial Group 11
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 11
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 10
Pflug Koory, LLC 10
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 10
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 10
Polianta Ltd 10
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 10
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 10
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 10
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 10
Budros, Ruhlin & Roe, Inc. 10
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 10
JAIVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Moderate Portfolio NAV 10
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 10
TradeLink Global Equity LLC 10
Waddell & Reed Financial Inc 10
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 10
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 10
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 10
Advance Capital I Inc 10
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 10
Covenant Asset Management, LLC 10
Trust Co Of Toledo Na /oh/ 10
Cpwm, Llc 10
First New York Securities Llc /ny 10
Atlas Wealth LLC 10
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 10
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 10
JAIUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Conservative Portfolio NAV 10
ProVise Management Group, LLC 10
William Blair Investment Management, Llc 10
Hartline Investment Corp/ 10
Us Financial Advisors, Llc 10
Foundry Partners, LLC 10
Polar Capital Holdings Plc 10
Lenox Wealth Management, Inc. 10
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 10
BRAMX - Blackrock Allocation Target Shares - Bats Series M 10
Oversea-Chinese Banking CORP Ltd 10
Seawolf Capital, LLC 10
Everett Harris & Co /ca/ 10
Boston Trust Walden Corp 10
Transamerica Financial Advisors, Inc. 10
PYELX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Local Bond Fund (Investor Class) 10
BlackRock Multi-Sector Opportunities Trust II 10
Cordasco Financial Network 10
Mangrove Partners 10
Beverly Hills Private Wealth, LLC 10
Sax Wealth Advisors, Llc 10
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF 10
Tyler-Stone Wealth Management 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 10
180 Wealth Advisors, Llc 10
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 10
Norden Group Llc 10
Okabena Investment Services Inc 10
CBOE Vest Financial, LLC 10
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 10
Clough Global Opportunities Fund 10
Peapack Gladstone Financial Corp 10
Advisory Research Inc 10
Insigneo Advisory Services, Llc 10
FourThought Financial, LLC 10
Nations Financial Group Inc, /ia/ /adv 10
V Wealth Advisors LLC 10
nVerses Capital, LLC 10
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 10
Winfield Associates, Inc. 10
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 10
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 10
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 10
Qsemble Capital Management, LP 10
Rossby Financial, LCC 10
Nuveen Global High Income Fund 10
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 10
Associated Banc-corp 10
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 10
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 10
Snow Capital Management Lp 10
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 10
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 10
PPM Funds - PPM Long Short Credit Fund (Inst) 10
Mayflower Financial Advisors, LLC 10
Inscription Capital, LLC 10
Essex Investment Management Co Llc 10
iA Global Asset Management Inc. 10
Argent Advisors, Inc. 10
Spring Creek Capital Llc 10
Essex Savings Bank 10
Truewealth Llc 10
MYDA Advisors LLC 10
Synergy Investment Management, LLC 10
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 10
Glass Jacobson Investment Advisors llc 10
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 10
Bp Plc 10
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 10
WMS Partners, LLC 10
Lion Street Advisors, LLC 10
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 10
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 10
Alpenglow Capital LP 10
North Capital, Inc. 10
Endeavour Capital Advisors Inc 10
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 10
TGLMX - TCW FUNDS INC - TCW Total Return Bond Fund I Class 10
EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB 10
Sheets Smith Wealth Management 10
Rosenberg Matthew Hamilton 10
JPLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF 10
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 10
Bremer Bank National Association 10
Cohen & Steers Mlp Income & Energy Opportunity Fund 10
Voya Global Equity Dividend & Premium Opportunity Fund 10
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 10
Shepherd Kaplan Krochuk, Llc 10
Cyndeo Wealth Partners, LLC 10
Putnam Premier Income Trust 10
Rs Investment Trust 10
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 10
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 10
Gryphon Financial Partners LLC 10
Total Clarity Wealth Management, Inc. 10
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 10
EWG Elevate Inc. 10
Barometer Capital Management Inc. 10
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 10
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 10
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 10
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 10
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 10
6 Meridian 10
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 10
Resurgent Financial Advisors LLC 10
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 10
Texas Yale Capital Corp. 10
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 10
Fidelis Capital Partners, LLC 10
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 10
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 10
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 10
Vanguard Morgan Growth Fund 10
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 10
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 10
MANA Advisors LLC 10
Savior LLC 10
Bayforest Capital Ltd 10
Park Square Financial Group, LLC 10
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 10
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 10
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2 10
Nuveen S&p 500 Dynamic Overwrite Fund 10
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 10
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 10
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 10
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 10
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 10
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 10
Phoenix Holdings Ltd. 10
Perennial Investment Advisors, LLC 10
Siemens Fonds Invest GmbH 10
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 10
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2 10
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2 10
Ramsey Quantitative Systems 10
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 10
Woodline Partners LP 10
Oliver Lagore Vanvalin Investment Group 10
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 10
Investors Capital Advisory Services 10
Triad Wealth Partners, LLC 10
Swedbank AB 10
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 10
Ogorek Anthony Joseph /ny/ /adv 10
Legacy Wealth Asset Management, LLC 10
INPPX - Collaborative Investment Series Trust - Preferred - Plus Class A 10
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 10
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 10
Wrapmanager Inc 10
Markston International Llc 10
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 10
Icon Advisers Inc/co 10
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 10
John Hancock Investors Trust 10
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 10
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 10
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 10
Ameriflex Group, Inc. 10
MARSHALL WACE ASIA Ltd 10
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 10
Fifth Third Wealth Advisors LLC 10
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 10
Oppenheimer Global Strategic Income Fund 10
Drive Wealth Management, Llc 10
Dreman Value Management, L L C 10
Financial Sense Advisors, Inc. 10
Focus Financial Network, Inc. 10
Carnegie Capital Asset Management, LLC 10
Bell Rock Capital Llc 10
BLB&B Advisors, LLC 10
Syverson Strege & Co 10
Baker Tilly Financial, Llc 10
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 10
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 10
Segall Bryant & Hamill, Llc 10
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 10
Legacy Capital Group California, Inc. 10
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 10
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 10
Regent Peak Wealth Advisors LLC 10
First Merchants Corp 10
Laurel Wealth Advisors LLC 10
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 10
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 10
SILVER OAK SECURITIES, Inc 10
SOA Wealth Advisors, LLC. 10
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 10
Sig Brokerage, Lp 10
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 10
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 10
Schechter Investment Advisors, LLC 10
Nemes Rush Group LLC 10
Matisse Capital 10
Winch Advisory Services, LLC 10
Redhawk Wealth Advisors, Inc. 10
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 10
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 10
EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB 10
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 10
Capital Research Global Investors 10
Aaron Wealth Advisors LLC 10
Spectrum Management Group, LLC 10
Americafirst Capital Management, Llc 10
Mazama Capital Management Inc 10
Mediolanum International Funds Ltd 10
Paradigm Financial Partners, Llc 10
Espalier Global Management LLC 10
Allen Investment Management LLC 10
Denver Investment Advisors Llc 10
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 10
Rockefeller Financial Services Inc 10
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 10
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 10
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 10
Visionary Wealth Advisors 10
John Hancock Tax-advantaged Dividend Income Fund 10
Hayden Royal, Llc 10
Stonebridge Financial Group, LLC 10
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 10
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A 10
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 10
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 10
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 10
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 10
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 10
Mariner Investment Group Llc 10
Legacy Advisors, LLC 10
IAG Wealth Partners, LLC 10
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 10
Washington Trust Advisors, Inc. 10
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 10
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 10
Bellwether Investment Group, LLC 10
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 10
Wintrust Investments Llc 10
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 10
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R 10
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 10
CenterBook Partners LP 10
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 10
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 10
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 10
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 10
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 10
Turtle Creek Wealth Advisors, LLC 10
E Fund Management Co., Ltd. 10
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 10
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 10
Burt Wealth Advisors 10
Baillie Gifford & Co 10
Man Investments Ltd 10
Munder Capital Management 10
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 10
Harbor Capital Advisors, Inc. 10
Woodmont Investment Counsel Llc 10
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 10
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 10
Legg Mason Investment Counsel, LLC 10
Thomas White International Ltd 10
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 10
Kms Financial Services, Inc 10
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 10
Carmel Capital Partners, LLC 10
Rs Variable Products Trust 10
Poehling Capital Management, LLC 10
Corient Capital Partners, LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 10
Abn Amro Investment Solutions 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Intermediate-Term Municipal Bond Portfolio Institutional Class Shares 10
First Foundation Advisors 10
Hoxton Financial, Inc. 10
Brighton Jones Llc 10
Quest 10 Wealth Builders, Inc. 10
Boston Private Bank & Trust Co 10
Samalin Investment Counsel, LLC 10
111 Capital 10
Camden Capital, LLC 10
BlueCrest Capital Management LLP 10
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 10
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 10
Western Asset Mortgage Defined Opportunity Fund Inc. 10
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 10
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 10
Dunhill Financial, LLC 10
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 10
Kanaly Trust Co 10
Marathon Trading Investment Management LLC 10
M Holdings Securities, Inc. 10
Acorn Wealth Advisors, LLC 10
Clough Capital Partners L P 10
Caldwell Securities, Inc 10
Mascoma Wealth Management LLC 10
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 10
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 10
ACG Wealth 10
CTC Alternative Strategies, Ltd. 10
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 10
Arcadia Investment Management Corp/mi 10
West Oak Capital, LLC 10
Kentucky Retirement Systems Insurance Trust Fund 10
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 10
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 10
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 10
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 10
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 10
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 10
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 10
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 10
Capitolis Advisors LLC 10
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 10
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 10
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 10
Wilmington Trust Co 10
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 10
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 10
Price Capital Management, Inc. 10
Tidemark, LLC 10
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 10
Nicholas Investment Partners, LP 10
Mill Creek Capital Advisors, LLC 10
Clear Street Llc 10
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 10
Frazier Financial Advisors, LLC 10
Register Financial Advisors LLC 10
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 10
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 10
Mizuho Asset Management Co.,Ltd. 10
Wells Fargo Income Opportunities Fund 10
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 10
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 10
OAIB - Listed Funds Trust - Teucrium AiLA Long-Short Base Metals Strategy ETF 10
Vanguard Whitehall Funds 10
Norinchukin Bank, The 10
Tobam 10
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 10
Aviance Capital Partners, LLC 10
A3 Alternative Credit Fund 10
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 10
Brown, Lisle/cummings, Inc. 10
Abich Financial Wealth Management LLC 10
Fort Washington Investment Advisors Inc /oh/ 10
Morningstar Investment Services LLC 10
Financial Network Wealth Advisors LLC 10
Richard Bernstein Advisors LLC 10
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 10
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 10
IPG Investment Advisors LLC 10
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 10
Allianz Se 10
HYLD - Exchange Listed Funds Trust - High Yield ETF 10
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 10
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 10
West Paces Advisors Inc. 10
Balasa Dinverno & Foltz Llc 9
Ziegler Capital Management, LLC 9
WealthTrust Fairport, LLC 9
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 9
Cim Investment Mangement Inc 9
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 9
Accuvest Global Advisors 9
Glg Llc 9
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 9
Cumberland Partners Ltd 9
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 9
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 9
FSA Wealth Management LLC 9
Capital Impact Advisors, LLC 9
CADTX - Starboard Investment Trust - Cavalier Adaptive Income Fund Institutional Class Shares 9
SFY - Tidal ETF Trust - SoFi Select 500 ETF 9
Malaga Cove Capital, LLC 9
Alpha Windward Llc 9
N.E.W. Advisory Services LLC 9
Americana Partners, LLC 9
Farringdon Capital, Ltd. 9
L2 Asset Management, LLC 9
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 9
Cornerstone Advisors, LLC 9
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 9
GFG Capital, LLC 9
Livingston Group Asset Management CO (operating as Southport Capital Management) 9
SkyOak Wealth, LLC 9
BIT Capital GmbH 9
WFA of San Diego, LLC 9
Moody National Bank Trust Division 9
Advisor OS, LLC 9
Novem Group 9
SEMMX - ADVISORS SERIES TRUST - Semper MBS Total Return Fund Institutional Class 9
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 9
Logan Capital Management Inc 9
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 9
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 9
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 9
One Capital Management, LLC 9
Millstone Evans Group, LLC 9
BSW Wealth Partners 9
Highland Capital Management Lp 9
Ssi Investment Management Llc 9
River & Mercantile Asset Management Llp 9
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 9
NINE MASTS CAPITAL Ltd 9
Exencial Wealth Advisors, Llc 9
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 9
Planned Solutions, Inc. 9
Putnam Fl Investment Management Co 9
Bridges Investment Management Inc 9
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 9
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 9
Bnc Wealth Management, Llc 9
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 9
Bremer Trust National Association 9
Vanguard Capital Wealth Advisors 9
Welch Group, LLC 9
Frontier Capital Management Co Llc 9
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 9
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 9
Coastline Trust Co 9
Norris Perne & French Llp/mi 9
Camelot Portfolios, LLC 9
Trust Co 9
MTM Investment Management, LLC 9
Koch Industries Inc 9
GoalVest Advisory LLC 9
Rotella Capital Management, Inc. 9
Bellwether Advisors, LLC 9
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 9
TriaGen Wealth Management LLC 9
Monroe Bank & Trust/mi 9
Nikko Asset Management Americas, Inc. 9
Dynasty Wealth Management, Llc 9
Aureus Asset Management, LLC 9
IMA Wealth, Inc. 9
Valmark Advisers, Inc. 9
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 9
Thompson Investment Management, Inc. 9
Golden State Equity Partners 9
LVW Advisors, LLC 9
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 9
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 9
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 9
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 9
Putnam Funds Trust - Putnam Mortgage Opportunities Fund Class I 9
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 9
Zebra Capital Management LLC 9
Athena Capital Advisors Llc 9
Sierra Ocean, Llc 9
WestEnd Advisors, LLC 9
Frontier Wealth Management LLC 9
Addison Capital Co 9
Dymon Asia Capital (singapore) Pte. Ltd. 9
PGGM Investments 9
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 9
Hl Financial Services Llc 9
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 9
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 9
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 9
Sanders Morris Harris Llc 9
Emerald Mutual Fund Advisers Trust 9
WESPAC Advisors SoCal, LLC 9
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 9
Sittner & Nelson, Llc 9
Curian Capital Llc 9
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 9
Kowal Investment Group, LLC 9
CMT Capital Markets Trading GmbH 9
Kalos Management, Inc. 9
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 9
Haverford Trust Co 9
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 9
Old Second National Bank Of Aurora 9
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 9
Commonwealth Financial Services, LLC 9
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 9
Dogwood Wealth Management LLC 9
Systematic Alpha Investments, LLC 9
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 9
Shay Capital LLC 9
Cavalier Investments, LLC 9
Rothschild Asset Management Inc 9
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 9
Precision Wealth Strategies, LLC 9
First United Bank Trust/ 9
Howard Hughes Medical Institute 9
Bahl & Gaynor Inc 9
AXS Investments LLC 9
Verity Asset Management, Inc. 9
1st Source Bank 9
KAMES CAPITAL plc 9
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 9
Adams Diversified Equity Fund, Inc. 9
Fulton Breakefield Broenniman Llc 9
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 9
Rainier Investment Management Llc 9
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 9
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 9
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 9
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 9
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 9
Family Firm, Inc. 9
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 9
Cranbrook Wealth Management, LLC 9
Virtus ETF Advisers LLC 9
TCTC Holdings, LLC 9
Sageworth Trust Co of South Dakota 9
Independent Solutions Wealth Management, LLC 9
Avidian Wealth Solutions, LLC 9
Brasada Capital Management, Lp 9
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 9
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 9
Ruggie Capital Group 9
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 9
Cowen And Company, Llc 9
Symmetry Peak Management Llc 9
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 9
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 9
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 9
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 9
Prescott Group Capital Management, L.l.c. 9
Ropes Wealth Advisors Llc 9
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 9
First National Bank Of Omaha 9
VSR Financial Services, Inc. 9
Kings Point Capital Management 9
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 9
Gardner Lewis Asset Management L P 9
FIFGX - FIDELITY OXFORD STREET TRUST - Fidelity SAI Inflation-Focused Fund 9
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 9
Institutional & Family Asset Management, Llc 9
NatWest Group plc 9
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 9
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 9
Schonfeld Group Holdings LLC 9
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 9
Otter Creek Advisors, LLC 9
PXBAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM International Bond Fund Class A 9
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 9
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 9
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 9
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 9
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 9
Amplius Wealth Advisors, LLC 9
Railway Pension Investments Ltd 9
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 9
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 9
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 9
Desjardins Global Asset Management Inc. 9
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 9
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 9
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 9
Missouri Trust & Investment Co 9
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 9
Alerus Financial Na 9
Industrial Alliance Investment Management Inc. 9
Morton Brown Family Wealth, LLC 9
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 9
Tower Bridge Advisors 9
Wilmington Funds Management Corp 9
Meiji Yasuda Life Insurance Co 9
Guardian Wealth Advisors, Llc / Nc 9
Etf Managers Group, Llc 9
Gordian Capital Singapore Pte Ltd 9
AustralianSuper Pty Ltd 9
New Millennium Group LLC 9
Thrive Wealth Management, LLC 9
Harbor Advisors LLC 9
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 9
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 9
Corton Capital Inc. 9
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 9
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 9
Patten Group, Inc. 9
Fullerton Fund Management Co Ltd 9
Sentry Investment Management Llc 9
Options Solutions, Llc 9
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 9
Kentucky Retirement Systems 9
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 9
R&F Capital Advisors LP 9
WBLNX - WILLIAM BLAIR FUNDS - William Blair Low Duration Fund Class N 9
Samlyn Capital, Llc 9
PUTNAM VARIABLE TRUST - Putnam VT Mortgage Securities Fund Class IA Shares 9
Omnia Family Wealth, LLC 9
Doyle Wealth Management 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 9
Morse Asset Management, Inc 9
Sterling Investment Advisors, Ltd. 9
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 9
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 9
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 9
Pendal Group Ltd 9
ASR Vermogensbeheer N.V. 9
Penn Capital Management Co Inc 9
Bramshill Investments, LLC 9
MPS Loria Financial Planners, LLC 9
Roble, Belko & Company, Inc 9
Arlington Partners LLC 9
Price Wealth Management, Inc. 9
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 9
DC Investments Management, LLC 9
Chartwell Investment Partners, Llc 9
PIMCO Access Income Fund 9
ORG Wealth Partners, LLC 9
Whitnell & Co. 9
Bollard Group LLC 9
Solstein Capital, LLC 9
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 9
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 9
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 9
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 9
Wells Fargo Utilities & High Income Fund 9
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 9
Keel Point, LLC 9
VestGen Advisors, LLC 9
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 9
Stoneridge Investment Partners Llc 9
Centerpoint Advisors, LLC 9
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 9
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 9
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 9
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 9
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 9
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 9
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 9
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 9
Usaa Etf Trust 9
AMG National Trust Bank 9
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 9
BOK Financial Private Wealth, Inc. 9
First Eagle Investment Management, LLC 9
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 9
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 9
PLVTX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS International Fund Institutional Class 9
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell 9
Columbia Partners L L C Investment Management 9
Herndon Capital Management Llc 9
Icon Wealth Advisors, LLC 9
Nordwand Advisors, LLC 9
Fidelity Oxford Street Trust II - Fidelity Commodity Strategy Central Fund 9
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 9
SYM FINANCIAL Corp 9
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 9
D L Carlson Investment Group Inc 9
Moran Wealth Management, LLC 9
Aspen Grove Capital, LLC 9
Allianzgi Diversified Income & Convertible Fund 9
Hodges Capital Management Inc. 9
Pin Oak Investment Advisors Inc 9
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 9
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 9
Greenwood Capital Associates Llc 9
Meeder Advisory Services, Inc. 9
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 9
Coppell Advisory Solutions Corp. 9
Oppenheimer Integrity Funds 9
Parsons Capital Management Inc/ri 9
Roundview Capital LLC 9
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 9
Acrisure Capital Management, LLC 9
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 9
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 9
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 9
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 9
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 9
SummitTX Capital, L.P. 9
Aviance Capital Management, Llc 9
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 9
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 9
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 9
IWC - iSHARES TRUST - iShares Micro-Cap ETF 9
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 9
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 9
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 9
25 Llc 9
Glazer Capital, Llc 9
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 9
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 9
Consolidated Portfolio Review Corp 9
Ronald Blue & Co Llc 9
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 9
Vinva Investment Management Ltd 9
American Funds Insurance Series 9
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 9
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 9
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 9
Eubel Brady & Suttman Asset Management Inc 9
Traub Capital Management LLC 9
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 9
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 9
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A 9
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 9
Kingswood Wealth Advisors, Llc 9
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 9
New Republic Capital, LLC 9
BlackRock Funds V - BlackRock Emerging Markets Flexible Dynamic Bond Portfolio Investor A Shares 9
Portside Wealth Group, LLC 9
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 9
Franklin Templeton ETF Trust - Franklin Income Focus ETF 9
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 9
MERVX - MERGER FUND VL - The Merger Fund VL 9
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 9
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 9
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 9
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 9
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 9
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 9
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 9
Ramirez Asset Management, Inc. 9
Capital Advisors Inc/ok 9
CNB Bank 9
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 9
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 9
Cornerstone Strategic Value Fund Inc 9
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 9
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 9
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 9
Royce Value Trust Inc 9
Amica Mutual Insurance Co 9
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 9
FOINX - Tributary Funds, Inc. - Income Fund Institutional 9
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 9
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 9
Lecap Asset Management Ltd 9
PIMGMVA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Balanced Allocation Portfolio Administrative 9
Wagner Wealth Management, Llc 9
Everpar Advisors Llc 9
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 9
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 9
Cca Investments Trust 9
Western Asset High Yield Defined Opportunity Fund Inc. 9
LM Advisors LLC 9
Thornburg Investment Management Inc 9
Certified Advisory Corp 9
Planning Capital Management Corp 9
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 9
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 9
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 9
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 9
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 9
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 9
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 9
CCMG - EA Series Trust - CCM Global Equity ETF 9
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 9
Oppenheimer Quest For Value Funds 9
Arrowgrass Capital Partners (us) Lp 9
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 9
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 9
Hilltop National Bank 9
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio I 9
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 9
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 9
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 9
Jpmorgan Trust Iii 9
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 9
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 9
Ardsley Advisory Partners Lp 9
PRW Wealth Management LLC 9
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 9
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 9
Personal Wealth Partners 9
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 9
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 9
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 9
Global Wealth Management Investment Advisory, Inc. 9
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 9
Actinver Wealth Management, Inc. 9
Salomon & Ludwin, LLC 9
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 9
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 9
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) 9
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 9
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 9
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 9
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 9
Calamos Convertible Opportunities & Income Fund 9
Calamos Convertible & High Income Fund 9
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 9
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 9
Princeton Global Asset Management LLC 9
Nachman Norwood & Parrott, Inc 9
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 9
JACKSON VARIABLE SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 9
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 9
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 9
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 9
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 9
Sage Rhino Capital Llc 9
Wakefield Asset Management LLLP 9
Vectors Research Management, LLC 9
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 9
Insight Select Income Fund 9
SPX Equities Gestao de Recursos Ltda 9
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 9
WealthStone, Inc. 9
J. Safra Sarasin Holding AG 9
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 9
Cozad Asset Management Inc 9
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 9
Beacon Harbor Wealth Advisors, Inc. 9
Dreyfus High Yield Strategies Fund 9
Redpoint Investment Management Pty Ltd 9
Jump Trading, Llc 9
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 9
Nuveen Flexible Investment Income Fund 9
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 9
Cypress Wealth Services, LLC 9
Clarus Wealth Advisors 9
Campbell Multi-strategy Trust 9
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 9
Williams Jones Wealth Management, LLC. 9
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 9
Holistic Financial Partners 9
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 9
Uncommon Cents Investing LLC 9
Alaska Permanent Fund Corp 9
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 9
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 9
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 9
Lmcg Investments, Llc 9
Parisi Gray Wealth Management 9
Icon Wealth Partners, LLC 9
Amplify ETF Trust - Amplify AI Powered Equity ETF 9
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 9
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 9
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 9
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 9
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 9
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 9
Whitener Capital Management, Inc. 9
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 9
First Interstate Bank 9
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 9
GLBNX - Managed Portfolio Series - Great Lakes Bond Fund Institutional Class Shares 9
MBEQX - M FUND INC - M International Equity Fund 9
Windsor Capital Management, LLC 9
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 9
Bray Capital Advisors 9
Whitebox Advisors Llc 9
First Midwest Bank Trust Division 9
Canandaigua National Bank & Trust Co 8
Busey Wealth Management 8
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 8
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 8
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 8
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 8
Santori & Peters, Inc. 8
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 8
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 8
Saudi Central Bank 8
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 8
Oppenheimer Capital Income Fund 8
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 8
IPPP - Listed Funds Trust - Preferred-Plus ETF 8
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 8
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 8
Stokes Family Office, LLC 8
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 8
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 8
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 8
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 8
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 8
Cerebellum GP, LLC 8
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 8
KCS Wealth Advisory 8
1620 Investment Advisors, Inc. 8
Integrated Quantitative Investments LLC 8
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 8
New Wave Wealth Advisors Llc 8
Advanced Series Trust - Ast Small-cap Growth Portfolio 8
EA Series Trust 8
OTA Financial Group L.P. 8
Perkins Coie Trust Co 8
Cherry Tree Wealth Management, LLC 8
Gamble Jones Investment Counsel 8
Donoghue Forlines LLC 8
Lansing Street Advisors 8
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 8
Pinnacle Family Advisors, LLC 8
Mesirow Financial Investment Management, Inc. 8
Empirical Asset Management, LLC 8
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 8
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 8
My Personal CFO, LLC 8
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 8
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 8
Quest Investment Management Llc 8
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 8
Algebris (uk) Ltd 8
Crescent Grove Advisors, LLC 8
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 8
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 8
Halbert Hargrove Global Advisors, Llc 8
Chilton Capital Management Llc 8
Clear Perspective Advisors, LLC 8
Vivaldi Capital Management, LLC 8
CFO4Life Group, LLC 8
Knights of Columbus Asset Advisors LLC 8
Founders Capital Management 8
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 8
Baltimore-Washington Financial Advisors, Inc. 8
Ridgewood Investments LLC 8
American Trust 8
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 8
Glassy Mountain Advisors, Inc. 8
Wilbanks Smith & Thomas Asset Management Llc 8
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 8
Linden Advisors Lp 8
Flaharty Asset Management, LLC 8
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 8
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 8
Patten & Patten Inc/tn 8
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 8
Intrinsic Edge Capital Management LLC 8
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 8
UMNIX - LAZARD FUNDS INC - Lazard US Short Duration Fixed Income Portfolio Institutional Shares 8
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 8
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 8
Capital Income Builder 8
Winton Capital Management Ltd 8
Oak Harbor Wealth Partners, Llc 8
Security National Trust Co 8
Chilton Investment Co Llc 8
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 8
Good Life Advisors, LLC 8
Flinton Capital Management LLC 8
Silvant Capital Management LLC 8
Financial Advisors Network, Inc. 8
JJJ Advisors Inc. 8
MONTX - MONETTA TRUST - Monetta Fund 8
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 8
Moss Adams Wealth Advisors LLC 8
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 8
Glenview Trust Co 8
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 8
Stone House Investment Management, LLC 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 8
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 8
Teton Westwood Funds 8
Norway Savings Bank 8
Alphagen Securities Llc 8
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 8
Bnp Paribas 8
GHQIX - AMERICAN BEACON FUNDS - American Beacon Garcia Hamilton Quality Bond Fund Institutional Class 8
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 8
AUERX - Unified Series Trust - Auer Growth Fund 8
Telemus Capital, Llc 8
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 8
Axiom International Investors Llc /de 8
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 8
Cornerstone Total Return Fund Inc 8
Stux Capital Management, LLC 8
Westfield Capital Management Co Lp 8
Transform Wealth, LLC 8
Waters Parkerson & Co., Llc 8
Wilmington Trust, National Association 8
Guardian Capital Lp 8
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 8
Chemistry Wealth Management LLC 8
Nuveen Fund Advisors, LLC 8
Advisors Capital Management, LLC 8
Live Oak Private Wealth LLC 8
M&g Investment Management Ltd 8
Santa Fe Partners LLC 8
CarsonAllaria Wealth Management, Ltd. 8
Jackson, Grant Investment Advisers, Inc. 8
Bridgecreek Investment Management, LLC 8
Pathway Financial Advisors LLC 8
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 8
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 8
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 8
West Branch Capital LLC 8
OHSDX - RBB FUND, INC. - Oakhurst Short Duration Bond Fund Institutional Shares 8
Bear Mountain Capital, Inc. 8
Dixon Hughes Goodman Wealth Advisors LLC 8
Cetera Trust Company, N.A 8
Pekin Hardy Strauss, Inc. 8
Saba Capital Management, L.P. 8
Gilliland Jeter Wealth Management LLC 8
Moody Aldrich Partners Llc 8
Highland Capital Management Fund Advisors, L.p. 8
Phocas Financial Corp. 8
Signature Resources Capital Management, LLC 8
Guardian Life Insurance Co Of America 8
Parcion Private Wealth LLC 8
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 8
Savvy Advisors, Inc. 8
Bbr Partners, Llc 8
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 8
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 8
First Trust Portfolios Lp 8
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 8
MML Series Investment Fund II - MML Equity Fund Initial Class 8
Cantab Capital Partners LLP 8
Plato Investment Management Ltd 8
ICONIQ Capital, LLC 8
Amplify ETF Trust - Amplify Digital & Online Trading ETF 8
Banco BTG Pactual S.A. 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 8
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 8
Spears Abacus Advisors LLC 8
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 8
Capitolis Liquid Global Markets LLC 8
Alphadyne Asset Management, LLC 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Conservative Portfolio Class 4 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Aggressive Portfolio Class 2 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderately Aggressive Portfolio Class 2 8
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderately Conservative Portfolio Class 2 8
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderate Portfolio Class 2 8
Aft, Forsyth & Company, Inc. 8
Fort Point Capital Partners LLC 8
CWSDX - Chartwell Funds - Chartwell Short Duration Bond Fund 8
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 8
Kathmere Capital Management, LLC 8
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 8
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 8
GlobalBridge, Inc. 8
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 8
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 8
Ray Gerald L & Associates Ltd 8
Foster Dykema Cabot & Partners, Llc 8
Congress Asset Management Co /ma 8
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 8
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 8
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 8
Capital International Investors 8
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 8
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 8
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 8
Boston Financial Mangement Llc 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 8
Herold Advisors, Inc. 8
Hobbs Group Advisors, LLC 8
Dodge & Cox 8
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 8
Dai-ichi Life Holdings, Inc. 8
Sivia Capital Partners, LLC 8
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 8
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 8
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 8
Fdp Series, Inc. 8
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 8
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 8
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 8
Richardson Financial Services Inc. 8
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 8
Columbus Circle Investors 8
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 8
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 8
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 8
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 8
Rathbone Brothers plc 8
Northwestern Mutual Investment Services Llc 8
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 8
Clear Investment Research, Llc 8
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 8
FYHTX - FIDELITY OXFORD STREET TRUST - Fidelity Commodity Strategy Fund 8
Bank of New Hampshire 8
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 8
Y.D. More Investments Ltd 8
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 8
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 8
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 8
Orbis Allan Gray Ltd 8
PDS Planning, Inc 8
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 8
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 8
Connable Office Inc 8
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 8
Invst, LLC 8
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 8
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 8
Optimal Asset Management, Inc. 8
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 8
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 8
Fairscale Capital, LLC 8
Dynamic Capital Management Ltd 8
Kb Financial Partners, Llc 8
Wealthsource Partners, Llc 8
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 8
Central Pacific Bank - Trust Division 8
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 8
Sierra Capital LLC 8
Bulldog Investors, LLP 8
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 8
Donald L. Hagan, LLC 8
RPg Family Wealth Advisory, LLC 8
Stratos Wealth Advisors, LLC 8
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 8
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 8
TCW ETF Trust - TCW Corporate Bond ETF 8
Koss-Olinger Consulting, LLC 8
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 8
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 8
Pacific Capital Wealth Advisors, Inc 8
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 8
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 8
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 8
Atwood & Palmer Inc 8
Optas, LLC 8
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 8
Central Bank & Trust Co 8
Rivernorth Capital Management, Llc 8
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 8
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 8
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 8
Sepio Capital, LP 8
Clarius Group, LLC 8
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 8
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 8
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 8
J.Safra Asset Management Corp 8
YHB Investment Advisors, Inc. 8
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 8
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 8
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 8
Tradeworx Inc. 8
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 8
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 8
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 8
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 8
Union Bancaire Privee, UBP SA 8
REAP Financial Group, LLC 8
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 8
55i, Llc 8
Rokos Capital Management LLP 8
Deseret Mutual Benefit Administrators 8
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 8
Semmax Financial Advisors Inc. 8
Paulson Wealth Management Inc. 8
PFG Private Wealth Management, LLC 8
Old Point Trust & Financial Services N A 8
Horan Securities, Inc. 8
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 8
Bank Of The West 8
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 8
Lakeview Capital Partners, LLC 8
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 8
Tributary Capital Management, LLC 8
Main Street Financial Solutions, LLC 8
Retirement Group, LLC 8
Trust Asset Management LLC 8
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 8
South Plains Financial, Inc. 8
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 8
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 8
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 8
Safeguard Investment Advisory Group, LLC 8
Cobiz Investment Management, Llc 8
Oliver Luxxe Assets LLC 8
Diversify Wealth Management, Llc 8
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 8
Guidance Point Advisors, LLC 8
Standard Family Office LLC 8
Doliver Advisors, Lp 8
F/M Investments LLC 8
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 8
Atlantic Union Bankshares Corp 8
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 8
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 8
DHJJ Financial Advisors, Ltd. 8
Parsec Financial Management, Inc. 8
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 8
Virginia Retirement System 8
Sovereign Financial Group, Inc. 8
Whalerock Point Partners, Llc 8
Resolute Advisors LLC 8
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 8
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 8
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 8
Cynosure Management, Llc 8
Synergy Financial Management, LLC 8
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 8
Brandywine Oak Private Wealth Llc 8
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 8
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 8
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 8
Kornitzer Capital Management Inc /ks 8
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 8
Blume Capital Management, Inc. 8
First Trust Mortgage Income Fund 8
Nkcfo Llc 8
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 8
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 8
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 8
Affinity Investment Advisors, Llc 8
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 8
Whipplewood Advisors, LLC 8
Legacy Bridge, LLC 8
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 8
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 8
Wealth Quarterback LLC 8
Calamos Dynamic Convertible & Income Fund 8
1492 Capital Management LLC 8
Cary Street Partners Financial Llc 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 8
Symmetry Investments LP 8
Armis Advisers, LLC 8
Sterne Agee Group, Inc. 8
Montecito Bank & Trust 8
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 8
Fairfield, Bush & Co. 8
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 8
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 8
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 8
VCBCX - VALIC Co I - Blue Chip Growth Fund 8
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 8
Kmg Fiduciary Partners, Llc 8
Ikos Cif Ltd 8
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 8
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 8
Raiffeisen Bank International AG 8
Founders Financial Securities Llc 8
Harfst & Associates, Inc. 8
Abacus Planning Group, Inc. 8
Boyd Watterson Asset Management Llc/oh 8
Sage Mountain Advisors LLC 8
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 8
Resources Management Corp /ct/ /adv 8
Procyon Private Wealth Partners, LLC 8
Rothschild Investment Corp /il 8
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 8
Mission Wealth Management, Lp 8
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 8
Lucus Advisors Llc 8
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 8
River Wealth Advisors LLC 8
Daiwa Capital Markets America Inc. 8
Franklin Ltd Duration Income Trust 8
Westchester Capital Management, LLC 8
Joseph P. Lucia & Associates, LLC 8
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 8
Thomasville National Bank 8
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 8
Lingohr & Partner Asset Management GmbH 8
Kavar Capital Partners, LLC 8
McGuire Investment Group, LLC 8
Nicolet Advisory Services, Llc 8
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 8
Rockland Trust Co 8
Bienville Capital Management, LLC 8
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 8
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 8
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 8
GFFIX - Gator Series Trust - Gator Financial Fund 8
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 8
Fieldview Capital Management, LLC 8
Delta Lloyd Nv 8
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 8
Gladius Capital Management LP 8
World Equity Group, Inc. 8
Axiom Investment Management LLC 8
Tennessee Valley Asset Management Partners 8
Boenning & Scattergood, Inc. 8
W.G. Shaheen & Associates DBA Whitney & Co 8
Willingdon Wealth Management 8
Lee Capital Holdings LLC 8
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 8
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 8
Gargoyle Investment Advisor L.L.C. 8
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 8
Hurley Capital, LLC 8
Polaris Wealth Advisory Group, LLC 8
Oarsman Capital, Inc. 8
Callan Capital, LLC 8
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 8
ARGI Investment Services, LLC 8
Vestor Capital, Llc 8
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 8
Gyroscope Capital Management Group, Llc 8
Db-x Exchange-traded Funds Inc. 8
Personal Capital Advisors Corp 8
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 8
Beacon Investment Advisory Services, Inc. 8
Krilogy Financial LLC 8
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 8
Monashee Investment Management LLC 8
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 8
J. Goldman & Co LP 8
Independence Bank of Kentucky 8
Signition Lp 8
Eisler Capital Management Ltd. 8
TrimTabs Asset Management, LLC 8
Quantessence Capital LLC 8
Murphy & Mullick Capital Management Corp 8
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 8
RMR Wealth Builders 8
Talon Private Wealth, LLC 8
Signature Estate & Investment Advisors Llc 8
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 8
Delaware Vip Trust - Delaware Vip Value Series Standard Class 8
Green Square Capital Advisors Llc 8
Cornerstone Advisors Inc 8
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 8
Girard Partners Ltd. 8
Numerai GP LLC 8
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 8
Filbrandt Wealth Management, LLC 8
Strategic Investment Solutions, Inc. /IL 8
Connor Clark & Lunn Investment Management Ltd 8
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 8
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 8
Pacifica Partners Inc. 8
FUKOKU MUTUAL LIFE INSURANCE Co 8
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 8
Putnam ETF Trust - Putnam ESG Core Bond ETF - 8
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 8
SYSTM Wealth Solutions LLC 8
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 8
Hexavest Inc. 8
Ethos Financial Group, LLC 8
Blackstone / Gso Long-short Credit Income Fund 8
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 8
Richard W. Paul & Associates, LLC 8
Prudential Global Short Duration High Yield Fund, Inc. 8
Ingalls & Snyder Llc 8
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 8
Algebris Investments (UK) LLP 8
Venture Visionary Partners LLC 8
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 8
Sumitomo Life Insurance Co 8
FCSSX - FIDELITY OXFORD STREET TRUST - Fidelity Series Commodity Strategy Fund 8
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 8
Fiduciary Alliance LLC 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2024 8
Catalyst Financial Partners Llc 8
Armstrong Advisory Group, Inc 8
Baldwin Investment Management, LLC 8
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 8
Hanson & Doremus Investment Management 8
IXG - iSHARES TRUST - iShares Global Financials ETF 8
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 8
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 8
Brewin Dolphin Wealth Management Ltd 8
Allianzgi Convertible & Income Fund 8
Allianzgi Convertible & Income Fund Ii 8
Davidson Capital Management Inc. 8
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 8
ICA Group Wealth Management, LLC 8
Douglass Winthrop Advisors, LLC 8
New England Research & Management, Inc. 8
Bank Of Nova Scotia Trust Co 8
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 8
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 8
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 8
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF 8
Nilsine Partners, LLC 8
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 8
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 8
Jolley Asset Management, LLC 8
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 8
Miles Capital, Inc. 8
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 8
Aspiriant, Llc 8
Bradley Foster & Sargent Inc/ct 8
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 8
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 8
Braun-Bostich & Associates Inc. 8
Carolina Wealth Advisors, LLC 8
Avalon Advisors, Llc 8
PIMCO Energy & Tactical Credit Opportunities Fund 8
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 8
Evermay Wealth Management Llc 8
Northern Oak Wealth Management Inc 8
Monetary Management Group Inc 8
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 8
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 8
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 8
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 8
Beach Investment Counsel Inc/pa 8
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 8
Insight 2811, Inc. 8
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 8
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 8
Principal Street Partners, LLC 7
Horrell Capital Management, Inc. 7
Strategy Asset Managers Llc 7
Ofi Invest Asset Management 7
Private Bank & Trust Co 7
Capital Advisory Group Advisory Services, LLC 7
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 7
Eagle Ridge Investment Management 7
Advent Claymore Convertible Securities & Income Fund 7
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 7
Fort Pitt Capital Group, Llc 7
Equitable Trust Co 7
Graypoint LLC 7
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 7
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 7
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 7
Stonnington Group, Llc 7
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 7
Fi3 FINANCIAL ADVISORS, LLC 7
Nfj Investment Group, Llc 7
Wellesley Asset Management 7
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 7
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 7
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 7
O'Neil Global Advisors, Inc. 7
Thor Advisors, Llc 7
Patton Albertson Miller Group, Llc 7
Crawford Investment Counsel Inc 7
New England Capital Financial Advisors LLC 7
Wealth Preservation Advisors, LLC 7
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 7
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 7
Holloway Wealth Management, LLC 7
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 7
Sii Investments Inc/wi 7
Investment Centers Of America Inc 7
VSM Wealth Advisory, LLC 7
Ilmarinen Mutual Pension Insurance Co 7
American Independence Financial Services LLC 7
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 7
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 7
Howard Wealth Management, Llc 7
HSBC FUNDS - HSBC Strategic Income Fund Class A 7
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 7
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 7
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 7
Fairfield Financial Advisors, LTD 7
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 7
Three Corner Global Investors LP 7
North Star Asset Management Inc 7
Northpointe Capital Llc 7
Sabal Trust CO 7
CMF - iSHARES TRUST - iShares California Muni Bond ETF 7
Factory Mutual Insurance Co 7
Patton Fund Management, Inc. 7
Myriad Asset Management Ltd. 7
Decker Retirement Planning Inc. 7
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 7
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 7
Gofen & Glossberg Llc /il/ 7
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 7
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 7
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 7
Tranquility Partners, LLC 7
Global Endowment Management, LP 7
Leap Investments Lp 7
Costello Asset Management, INC 7
Little House Capital Llc 7
Temasek Holdings (Private) Ltd 7
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 7
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 7
Great Diamond Partners, LLC 7
Cohen Capital Management, Inc. 7
Aberdeen Global Income Fund Inc 7
Accredited Wealth Management, LLC 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 7
Nuveen S&p 500 Buywrite Income Fund 7
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 7
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 7
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 7
PWS - Pacer Funds Trust - Pacer WealthShield ETF 7
Oasis Management Co Ltd. 7
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 7
Asahi Life Asset Management Co., Ltd. 7
Baron Silver Stevens Financial Advisors, Llc 7
Li Winifred I 7
Carnick & Kubik, LLC 7
Underlying Funds Trust 7
Vivaldi Asset Management, LLC 7
Solaris Asset Management Llc 7
Unigestion Holding SA 7
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 7
Lehman Financial Resources, Inc. 7
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 7
Hoey Investments, Inc 7
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 7
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 7
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 7
SCS Capital Management LLC 7
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 7
Raab & Moskowitz Asset Management LLC 7
Olistico Wealth, LLC 7
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 7
Fiduciary Group LLC 7
Angeles Investment Advisors, LLC 7
Forte Capital Llc /adv 7
Stuart Chaussee & Associates, Inc. 7
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 7
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 7
B. Metzler seel. Sohn & Co. Holding AG 7
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 7
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 7
Capstone Series Fund Inc 7
44 Wealth Management Llc 7
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 7
Anson Funds Management LP 7
Arcus Capital Partners, LLC 7
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 7
Beaumont Financial Advisors, LLC 7
Shufro Rose & Co Llc 7
Homrich & Berg 7
RiverFront Investment Group, LLC 7
Nuveen Diversified Dividend & Income Fund 7
Pine Valley Investments Ltd Liability Co 7
Deroy & Devereaux Private Investment Counsel Inc 7
Rivernorth Opportunities Fund, Inc. 7
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 7
Aries Wealth Management 7
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 7
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 7
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 7
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 7
Monument Capital Management 7
Marshall & Sterling Wealth Advisors Inc. 7
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 7
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 7
Aj Wealth Strategies, Llc 7
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 7
CMT Asset Management Ltd 7
Orrstown Financial Services Inc 7
Frisch Financial Group, Inc. 7
Freedman Financial Associates, Inc. 7
Nearwater Capital Markets, Ltd 7
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 7
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 7
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 7
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 7
Main Street Research LLC 7
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 7
Daymark Wealth Partners, Llc 7
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 7
Visionary Asset Management, Inc. 7
Edgemoor Investment Advisors, Inc. 7
PrairieView Partners, LLC 7
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 7
Galaxy Capital Trading Ltd 7
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 7
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 7
Carmichael Hill & Associates, Inc. 7
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 7
Krane Funds Advisors LLC 7
Scoggin Management Lp 7
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 7
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 7
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 7
Rainier Investment Management Mutual Funds 7
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 7
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 7
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 7
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 7
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 7
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 7
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 7
Barrett & Company, Inc. 7
CoreFirst Bank & Trust 7
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 7
YieldStreet Prism Fund Inc. 7
MBL Wealth, LLC 7
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 7
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 7
Sunflower Bank, N.A. 7
Oppenheimer Corporate Bond Fund 7
Titleist Asset Management, Llc 7
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 7
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 7
Angeles Wealth Management, Llc 7
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 7
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 7
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 7
Empower Advisory Group, LLC 7
Greenline Partners, LLC 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 7
Fortress Investment Group LLC 7
Sompo Japan Nipponkoa Asset Management Co.,ltd. 7
Resonant Capital Advisors, LLC 7
White Pine Capital Llc 7
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 7
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 7
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 7
Capital International Ltd /ca/ 7
Reinhart Partners, Inc. 7
American Financial Network Advisory Services Llc 7
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 7
Cordatus Wealth Management LLC 7
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 7
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 7
Ambassador Advisors, LLC 7
Inspire Advisors, LLC 7
EFG Asset Management (Americas) Corp. 7
Creative Capital Management Investments LLC 7
Keeley Asset Management Corp 7
F&C Asset Management plc 7
Edge Capital Group, LLC 7
Hager Investment Management Services, Llc 7
Ahrens Investment Partners LLC 7
Sawgrass Asset Management Llc 7
Offit Capital Advisors Llc 7
Scarborough Advisors, LLC 7
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 7
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 7
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 7
FSC Wealth Advisors, LLC 7
Nikulski Financial, Inc. 7
Roxbury Financial LLC 7
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 7
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 7
Annapolis Financial Services, LLC 7
Balboa Wealth Partners 7
Polymer Capital Management (US) LLC 7
Horizon Bancorp Inc /in/ 7
Exchange Capital Management, Inc. 7
Heartland Advisors Inc 7
Grimes & Company, Inc. 7
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 7
Sand Hill Global Advisors, LLC 7
Obermeyer Wood Investment Counsel, Lllp 7
Kwmg, Llc 7
Confluence Investment Management Llc 7
Varma Mutual Pension Insurance Co 7
Dimension Capital Management Llc 7
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 7
STRV - EA Series Trust - Strive 500 ETF 7
Canada Post Corp Registered Pension Plan 7
Human Investing LLC 7
Circle Wealth Management, LLC 7
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 7
Lucia Wealth Services, Llc 7
Jag Capital Management, Llc 7
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 7
Gyl Financial Synergies, Llc 7
EAM Global Investors LLC 7
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 7
Telos Capital Management, Inc. 7
Mainstream Capital Management LLC 7
Intrua Financial, LLC 7
Mine & Arao Wealth Creation & Management, LLC. 7
Todd Asset Management Llc 7
Verdence Capital Advisors LLC 7
Integrity Alliance, Llc. 7
Cfm Wealth Partners Llc 7
Kaizen Advisory, Llc 7
Stone Toro Investment Advisers, LP 7
Alta Advisers Ltd 7
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 7
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 7
Becker Capital Management Inc 7
Alpine Bank Wealth Management 7
Psagot Value Holdings Ltd. / (Israel) 7
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 7
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 7
Condor Capital Management 7
Cedar Wealth Management, LLC 7
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 7
Naples Global Advisors, Llc 7
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 7
Shepherd Financial Partners LLC 7
Manchester Financial Inc 7
Lavaca Capital Llc 7
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 7
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 7
Capital Investment Advisors, LLC 7
Columbia Asset Management 7
Liontrust Investment Partners LLP 7
Ruedi Wealth Management, Inc. 7
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 7
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 7
ShoreHaven Wealth Partners, LLC 7
Klingenstein Fields & Co Lp 7
Beach Investment Management, LLC. 7
HCR Wealth Advisors 7
Tiaa Trust, National Association 7
Moloney Securities Asset Management, LLC 7
Moody Lynn & Lieberson, Llc 7
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 7
Mystic Asset Management, Inc. 7
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 7
Sustainable Insight Capital Management, LLC 7
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 7
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 7
Profunds - Profund Vp Small-cap Value 7
Mraz, Amerine & Associates, Inc. 7
Total Investment Management Inc 7
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 7
Sfmg, Llc 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 7
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 7
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 7
First Community Trust Na 7
Financial Advisory Service, Inc. 7
Zullo Investment Group, Inc. 7
O'ROURKE & COMPANY, Inc 7
Vista Wealth Management Group, LLC 7
Anfield Capital Management, LLC 7
TFB Advisors LLC 7
West Michigan Advisors, Llc 7
Leverage Partners Absolute Return Fund SPC 7
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 7
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 7
Altfest L J & Co Inc 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 7
PFS Partners, LLC 7
683 Capital Management, LLC 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 7
American Research & Management Co. 7
BCJ Capital Management, LLC 7
Pzena Investment Management Llc 7
Noble Wealth Management PBC 7
LifePlan Financial Group, Inc 7
Hall Laurie J Trustee 7
Delta Investment Management, LLC 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 7
RSST - Tidal Trust II - Return Stacked(R) U.S. Stocks & Managed Futures ETF 7
Braun Stacey Associates Inc 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 7
Intrepid Capital Management Inc 7
Valued Wealth Advisors LLC 7
Kiwi Wealth Investments Limited Partnership 7
BigSur Wealth Management LLC 7
Capital Square, LLC 7
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 7
Perkins Investment Management, LLC 7
Traynor Capital Management, Inc. 7
Redmont Wealth Advisors Llc 7
Delphia (USA) Inc. 7
Financial Perspectives, Inc 7
Farmers & Merchants Trust Co of Chambersburg PA 7
First PREMIER Bank 7
Mainstay Capital Management Llc /adv 7
Dividend Asset Capital, Llc 7
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 7
Oxford Financial Group Ltd 7
Calamos Wealth Management LLC 7
EULAV Asset Management 7
First Command Financial Services, Inc. 7
First Command Bank 7
Cutter & CO Brokerage, Inc. 7
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 7
Sentinel Trust Co Lba 7
Meyer Handelman Co 7
Icc Capital Management Inc/ 7
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 7
Southpoint Capital Advisors LP 7
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 7
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 7
Trust Point Inc. 7
XML Financial, LLC 7
Courier Capital Llc 7
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 7
Stanford Investment Group, Inc. 7
HMS Capital Management, LLC 7
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 7
Ctc Llc 7
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 7
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 7
True North Advisors, LLC 7
TCNBX - FundVantage Trust - Ambrus Tax-Conscious National Bond Fund Institutional Class 7
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 7
Easterly Investment Partners Llc 7
Black Swift Group, LLC 7
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 7
Steinberg Global Asset Management 7
Aegon Asset Management Uk Plc 7
Dearborn Partners Llc 7
Vision Financial Markets Llc 7
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 7
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 7
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 7
Soltis Investment Advisors LLC 7
Fortis Capital Advisors, LLC 7
SPC Financial, Inc. 7
Epoch Investment Partners, Inc. 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 7
Stonegate Investment Group, LLC 7
Austin Private Wealth, LLC 7
Davis R M Inc 7
Highstreet Asset Management Inc. 7
Nicholas Hoffman & Company, LLC. 7
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 7
Hc Financial Advisors Inc 7
Private Wealth Partners, LLC 7
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 7
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 7
RWC Asset Management LLP 7
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 7
VCULX - VALIC Co I - Growth Fund 7
Seizert Capital Partners, Llc 7
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 7
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 7
NuWave Investment Management, LLC 7
Core Alternative Capital 7
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 7
Ameliora Wealth Management Ltd. 7
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 7
Loeb Partners Corp 7
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 7
Bryce Point Capital, LLC 7
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 7
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 7
AlphaOne Investment Services, LLC 7
Custom Index Systems, Llc 7
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 7
Sapient Capital Llc 7
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 7
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 7
VBCVX - VALIC Co I - Systematic Value Fund 7
Premier Asset Management Llc 7
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 7
Maryland Capital Advisors Inc. 7
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 7
Trellus Management Company, LLC 7
Cubic Asset Management, LLC 7
Capital International Inc /ca/ 7
Growth Fund Of America 7
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 7
Mariner Wealth Advisors-NYC, LLC 7
Vaughan Nelson Investment Management, L.p. 7
Tactive Advisors, LLC 7
Mjp Associates Inc /adv 7
DGS Capital Management, LLC 7
Ag2r La Mondiale Gestion D'actifs 7
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 7
Stonebrook Private Inc. 7
Wayfinding Financial, LLC 7
Beech Hill Advisors, Inc. 7
Greenland Capital Management LP 7
Cornerstone Investment Partners, LLC 7
Pfs Investments Inc. 7
Welch & Forbes Llc 7
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 7
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 7
Voya Global Advantage & Premium Opportunity Fund 7
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 7
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 7
Pensionfund DSM Netherlands 7
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 7
Northwest Financial Advisors 7
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 7
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 7
Quotient Wealth Partners, LLC 7
NWK Group, Inc. 7
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 7
Sculati Wealth Management, LLC 7
Berkshire Asset Management Llc/pa 7
Atlantic Edge Private Wealth Management, LLC 7
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 7
Bragg Financial Advisors, Inc 7
PRIPX - T. Rowe Price Inflation Protected Bond Fund, Inc. - T. Rowe Price Inflation Protected Bond Fund, Inc. 7
Reuter James Wealth Management, Llc 7
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 7
Smith, Moore & Co. 7
Capital CS Group, LLC 7
Wedmont Private Capital 7
Mirador Capital Partners LP 7
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 7
Catalytic Wealth RIA, LLC 7
Skylands Capital, LLC 7
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 7
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 7
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 7
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 7
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 7
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 7
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 7
Clarkston Capital Partners, LLC 7
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 7
Signal Advisors Wealth, LLC 7
Garden State Investment Advisory Services LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 7
Lebenthal Asset Management, LLC 7
Fayez Sarofim & Co 7
Mount Lucas Management LP 7
Shapiro Capital Management Llc 7
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 7
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 7
RVW Wealth, LLC 7
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 7
CHURCHILL MANAGEMENT Corp 7
Delaware Investments Dividend & Income Fund, Inc 7
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 7
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 7
West Family Investments, Inc. 7
STFGX - Advisers Investment Trust - State Farm Growth Fund 7
Stephenson National Bank & Trust 7
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 7
Degroof Petercam Asset Management 7
PIMCO FUNDS - PIMCO Mortgage and Short-Term Investments Portfolio 7
Blackstone / Gso Strategic Credit Fund 7
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 7
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 7
Standard Life Investments LTD 7
Amica Retiree Medical Trust 7
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 7
Guinness Asset Management LTD 7
AIA Investment Management Private Ltd 7
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 7
Wcm Investment Management, Llc 7
Power Corp of Canada 7
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 7
Main Street Group, LTD 7
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 7
Avalon Trust Co 7
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 7
Cleararc Capital Inc 7
Consolidated Planning Corp 7
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 7
First Financial Bankshares Inc 7
Blackstone / Gso Floating Rate Enhanced Income Fund 7
Klingman & Associates, LLC 7
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 7
Hilton Capital Management, LLC 7
Patriot Investment Management Inc. 7
Ckw Financial Group 7
PMC FIG Opportunities LLC 7
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 7
Frontier Investment Mgmt Co 7
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 7
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 7
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 7
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 7
Delphi Management Inc /ma/ 7
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 7
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 7
AlTi Global, Inc. 7
FSTQX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Developed Markets Bond Index Fund 7
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 7
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 7
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 7
Tairen Capital Ltd 7
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 7
Cornerstone Wealth Group, LLC 7
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 7
Ariel Investments, Llc 7
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 7
Smith Group Asset Management, LLC 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 7
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 7
Strategic Asset Management, LLC 7
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 7
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 7
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 7
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 7
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 7
US Asset Management LLC 7
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 7
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 7
Advanced Series Trust - Ast Small-cap Value Portfolio 7
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 7
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 7
Bangor Savings Bank 7
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 7
Fundamentun, Llc 7
Vanguard Explorer Fund 7
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 7
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 7
Intact Investment Management Inc. 7
Five Oceans Advisors 7
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 7
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 7
Groupama Asset Managment 7
Euclid Advisors LLC 7
Rampart Investment Management Company, LLC 7
Waterloo Capital, L.P. 7
NJ State Employees Deferred Compensation Plan 7
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 7
Stelac Advisory Services LLC 7
Ferguson Wellman Capital Management, Inc 7
DiMeo Schneider & Associates, L.L.C. 7
CPI - IndexIQ ETF Trust - IQ Real Return ETF 7
Lowe Brockenbrough & Co Inc 7
AllSquare Wealth Management LLC 7
Providence Capital Advisors, LLC 7
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 7
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 7
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 7
Chase Investment Counsel Corp 7
Fort Sheridan Advisors Llc 7
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 7
Waddell & Associates, Llc 7
Jarislowsky, Fraser Ltd 7
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 7
Twin Focus Capital Partners, Llc 7
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 7
Leo Wealth, LLC 7
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 7
SeaBridge Investment Advisors LLC 7
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 7
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 7
Linscomb & Williams, Inc. 7
Credential Qtrade Securities Inc. 7
Capital Management Associates /ny/ 7
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 7
Oaktree Capital Management Lp 7
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 7
Columbia Wanger Asset Management Llc 7
ADVANCED SERIES TRUST - AST Bond Portfolio 2027 7
Carlson Capital L P 7
McMahon Financial Advisors, LLC 7
Gilman Hill Asset Management, LLC 7
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 7
Putnam Master Intermediate Income Trust 7
Silicon Valley Capital Partners 7
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 7
Heritage Wealth Management, Llc 7
IMS Capital Management 7
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 7
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 7
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 7
Oppenheimer Global Multi-asset Growth Fund 7
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 7
Greykasell Wealth Strategies, Inc. 7
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 7
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 7
Comerica Securities Inc 7
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 7
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 7
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 7
Capital Directions Investment Advisors, LLC 7
EPG Wealth Management LLC 7
Fullcircle Wealth Llc 7
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 7
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 7
Aprio Wealth Management, LLC 7
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 7
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 7
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 7
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 7
Bellevue Asset Management, Llc 7
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 7
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 7
ENDW - EA Series Trust - Cambria Endowment Style ETF 7
Griffin Asset Management, Inc. 7
Biltmore Family Office, LLC 7
Alliance Wealth Advisors, LLC /UT 7
Dfa Investment Trust Co - The U.s. Large Cap Value Series 7
Core Wealth Advisors, Inc. 7
Generali Asset Management SPA SGR 7
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 7
LFA - Lugano Financial Advisors SA 7
GMODX - GMO TRUST - GMO Opportunistic Income Fund Class VI 7
Jabre Capital Partners S.A. 7
Owl Creek Asset Management, L.P. 7
Gw Henssler & Associates Ltd 7
First Pacific Financial 7
FourThought Financial Partners, LLC 7
Lee Danner & Bass Inc 7
EHLS - Tidal Trust II - Even Herd Long Short ETF 7
TimesSquare Capital Management, LLC 7
Williams Jones & Associates LLC 7
Gratus Capital LLC 7
Embree Financial Group 7
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 7
Acropolis Investment Management, LLC 7
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 7
Guild Investment Management, Inc. 7
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 7
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 7
Discovery Capital Management, Llc / Ct 7
Westend Capital Management LLC 7
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 6
Basswood Capital Management, L.l.c. 6
Karpus Management, Inc. 6
B. Riley Financial, Inc. 6
Harvest Capital Strategies LLC 6
Bank Hapoalim Bm 6
Farallon Capital Management Llc 6
Third Point LLC 6
Zazove Associates Llc 6
DSC Advisors, L.P. 6
Pentwater Capital Management LP 6
Arbiter Partners Capital Management LLC 6
Clal Insurance Enterprises Holdings Ltd 6
Aristides Capital LLC 6
Passport Capital, LLC 6
Kingdon Capital Management, L.l.c. 6
Hound Partners, LLC 6
Primecap Management Co/ca/ 6
Parnassus Investments /ca 6
Eidelman Virant Capital 6
Buckingham Capital Management Inc 6
University Of Texas/texas Am Investment Managment Co 6
Burgundy Asset Management Ltd. 6
Harris Associates L P 6
Mairs & Power Inc 6
Dixon Hubard Feinour & Brown Inc/va 6
City Of London Investment Management Co Ltd 6
Barr E S & Co 6
Capital International Sarl 6
Tran Capital Management, L.p. 6
Argent Capital Management Llc 6
Forward Management, LLC 6
American Assets Investment Management, LLC 6
Pinnacle Holdings, LLC 6
Cupps Capital Management, LLC 6
Cheviot Value Management, LLC 6
Amerivest Investment Management LLC 6
Birinyi Associates Inc 6
Vanguard Windsor Funds 6
Holderness Investments Co 6
First National Bank Sioux Falls 6
Tdam Usa Inc. 6
De Burlo Group Inc 6
Context Capital Management, LLC 6
Financial Engines Advisors L.L.C. 6
Hedeker Wealth, LLC 6
Northeast Investment Management 6
Princeton Capital Management Llc 6
British Airways Pensions Investment Management Ltd 6
Lowe Wealth Advisors, LLC 6
Leisure Capital Management 6
Iberiabank Corp 6
Sterneck Capital Management, LLC 6
Apollo Management Holdings, L.P. 6
Financial Enhancement Group LLC 6
Geduld E E 6
First Commonwealth Financial Corp /pa/ 6
America First Investment Advisors, LLC 6
Barrett Asset Management, LLC 6
Ntv Asset Management Llc 6
SeaTown Holdings Pte. Ltd. 6
Pointe Capital Management LLC 6
Monetta Financial Services Inc 6
BRC Investment Management LLC 6
Goelzer Investment Management, Inc. 6
Monarch Partners Asset Management LLC 6
Garde Capital, Inc. 6
Investors Asset Management Of Georgia Inc /ga/ /adv 6
Beck Mack & Oliver Llc 6
Pillar Pacific Capital Management Llc 6
SOL Capital Management CO 6
Beaumont Financial Partners, LLC 6
Northwest Investment Counselors, Llc 6
Lourd Capital, LLC 6
Rnc Capital Management Llc 6
Hallmark Capital Management Inc 6
Shikiar Asset Management Inc 6
Tiaa Cref Trust Co Fsb/mo 6
TD Securities (USA) LLC 6
Point View Wealth Management, Inc. 6
First Heartland Consultants, Inc. 6
Palladium Partners Llc 6
Osborn Rohs Williams & Donohoe Ltd 6
Tiedemann Advisors, Llc 6
Maple Securities Usa Inc 6
Dowling & Yahnke Llc 6
Wellington Shields & Co., LLC 6
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 6
Segment Wealth Management, LLC 6
E&G Advisors, LP 6
Charter Trust Co 6
Dumont & Blake Investment Advisors Llc 6
Vicus Capital 6
Nicolet Bankshares Inc 6
Redwood Investments, LLC 6
HighVista Strategies LLC 6
Jacobs Asset Management, Llc 6
Integre Asset Management, LLC 6
CI Global Investments Inc. 6
Kellner Capital, LLC 6
Waldron Private Wealth LLC 6
Zwj Investment Counsel Inc 6
Cypress Capital Management LLC (WY) 6
Isthmus Partners, Llc 6
Triangle Securities Wealth Management 6
Strategic Advisors LLC 6
Evanson Asset Management, LLC 6
FormulaFolio Investments, LLC 6
1st Global Advisors, Inc. 6
Neville Rodie & Shaw Inc 6
Quotient Investors, LLC 6
Smith Affiliated Capital Corp. 6
Dalton Greiner Hartman Maher & Co 6
Wade G W & Inc 6
Cullinan Associates Inc 6
Legacy Private Trust Co. 6
B & T Capital Management DBA Alpha Capital Management 6
Meristem Family Wealth, LLC 6
Gierl Augustine Investment Management Inc 6
Exxonmobil Investment Management Inc /tx 6
CHICAGO TRUST Co NA 6
Leith Wheeler Investment Counsel Ltd. 6
Moreno Evelyn V 6
CT Financial Advisors LLC 6
Cacti Asset Management Llc 6
Park National Corp /oh/ 6
Marvin & Palmer Associates Inc 6
Df Dent & Co Inc 6
Wall Street Access Asset Management, LLC 6
Hanlon Investment Management, Inc. 6
Basso Capital Management, L.p. 6
Wealth Architects, LLC 6
Pinnacle Wealth Management Advisory Group, LLC 6
Jacobus Wealth Management, Inc. 6
Wharton Business Group, LLC 6
Alpha Cubed Investments, LLC 6
Ironwood Financial, llc 6
Motley Fool Asset Management LLC 6
Risk Paradigm Group, LLC 6
United Asset Strategies, Inc. 6
Kingfisher Capital LLC 6
Horan Capital Advisors, LLC. 6
Accredited Investors Inc. 6
Efficient Market Advisors, LLC 6
Cambiar Investors Llc 6
Peoples Financial Services Corp. 6
First American Trust, Fsb 6
Liberty Capital Management, Inc. 6
Searle & Co. 6
Family Management Corp 6
Parametric Risk Advisors LLC 6
Echo Street Capital Management LLC 6
Counsel Portfolio Services Inc. 6
Sandhill Capital Partners LLC 6
GM Advisory Group, Inc. 6
Oak Associates Ltd /oh/ 6
Fernwood Investment Management, LLC 6
Bank of Kentucky, Inc. 6
McNamara Financial Services, Inc. 6
Telemetry Investments, L.L.C. 6
RHJ International SA 6
Boston Provident, L.p. 6
Foresters Investment Management Company, Inc. 6
Laurel Wealth Advisors, Inc. 6
Springhouse Capital Management, LP 6
Armbruster Capital Management, Inc. 6
Strategic Financial Services, Inc, 6
Blackstone Group Inc 6
Cardan Capital Partners, LLC 6
Simmons Bank 6
Graticule Asia Macro Advisors LLC 6
Coe Capital Management, LLC 6
Plancorp, LLC 6
Highland Private Wealth Management 6
Coastal Bridge Advisors, LLC 6
Kemnay Advisory Services Inc. 6
Duquesne Family Office LLC 6
Walter & Keenan Financial Consulting Co /mi/ /adv 6
Payden & Rygel 6
Kerrisdale Advisers, LLC 6
Aurora Investment Counsel 6
Banyan Partners, LLC 6
Delphi Private Advisors LLC 6
Probity Advisors, Inc. 6
Peregrine Capital Management Llc 6
Kepos Capital LP 6
Clearwater Capital Advisors, LLC 6
Chiron Investment Management, LLC 6
Radnor Capital Management, LLC 6
Northwest Wealth Management, Llc 6
WP Advisors, LLC 6
Hunting Hill Global Capital, LLC 6
Perennial Advisors, LLC 6
Kettle Hill Capital Management, Llc 6
Periscope Capital Inc. 6
Lyell Wealth Management, Lp 6
Sumitomo Mitsui Financial Group, Inc. 6
RB Capital Management, LLC 6
GQG Partners LLC 6
Pacific Center for Financial Services 6
Israel Discount Bank Of New York /gfn 6
Wsfs Capital Management, Llc 6
Heritage Trust Co 6
Israel Discount Bank of New York 6
Global Financial Private Capital, LLC 6
AlphaStar Capital Management, LLC 6
Garner Asset Management Corp 6
Ferris Capital, Llc 6
Turim 21 Investimentos Ltda. 6
Close Asset Management Ltd 6
Ballew Advisors, Inc 6
MD Financial Management Inc. 6
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 6
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 6
Quadrant Private Wealth Management, LLC 6
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 6
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 6
Dreyfus Treasury & Agency Cash Management 6
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 6
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 6
Nuveen Nasdaq 100 Dynamic Overwrite Fund 6
Blackstone / Gso Senior Floating Rate Term Fund 6
Stock Portfolio - Stock Portfolio 6
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 6
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 6
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 6
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 6
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 6
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 6
Tri-continental Corp 6
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 6
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 6
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 6
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 6
Jnl Strategic Income Fund Llc 6
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 6
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 6
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 6
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 6
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 6
Himco Variable Insurance Trust 6
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 6
Ssga Master Trust 6
Special Opportunities Fund, Inc. 6
Wright Managed Equity Trust 6
Mfs Intermediate High Income Fund 6
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 6
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 6
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 6
Avenue Income Credit Strategies Fund 6
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 6
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 6
SLIM - Janus Detroit Street Trust - The Obesity ETF 6
Eaton Vance Tax-managed Global Diversified Equity Income Fund 6
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 6
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 6
Oppenheimer Global Multi-asset Income Fund 6
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 6
Mfs Special Value Trust 6
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 6
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 6
Clough Global Equity Fund 6
Horizons Etf Trust I 6
China Fund Inc 6
Dreyfus Institutional Reserves Funds 6
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 6
DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C 6
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 6
Turner Funds 6
Pioneer High Income Trust 6
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 6
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 6
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 6
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 6
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 6
Usca All Terrain Fund 6
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 6
Dreyfus Manager Funds I 6
Keystone Financial Group 6
Allen Capital Group, LLC 6
Sovarnum Capital L.p. 6
BancorpSouth Bank 6
Midwest Professional Planners, LTD. 6
Alphasimplex Group, Llc 6
Blackhawk Capital Partners LLC. 6
Kiley Juergens Wealth Management, Llc 6
All Terrain Financial Advisors, LLC 6
MainStreet Investment Advisors LLC 6
Weil Company, Inc. 6
Seelaus Asset Management LLC 6
D.B. Root & Company, LLC 6
Rossmore Private Capital 6
Burleson & Company, LLC 6
Signature Wealth Management Group 6
Fs Credit Income Fund 6
Winthrop Advisory Group LLC 6
Chicago Capital, LLC 6
Gables Capital Management Inc. 6
Altium Wealth Management LLC 6
Chesapeake Wealth Management 6
Steigerwald, Gordon & Koch Inc. 6
Canton Hathaway, LLC 6
Selective Wealth Management, Inc. 6
Impax Asset Management Group plc 6
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 6
PPM Funds - PPM Floating Rate Income Fund (Inst) 6
Allred Capital Management, LLC 6
Acima Private Wealth, Llc 6
Old North State Trust, LLC 6
Coastal Capital Group, Inc. 6
Mizuho Securities Usa Llc 6
Cedar Brook Financial Partners, LLC 6
Dougherty Wealth Advisers LLC 6
Insight Wealth Strategies, LLC 6
Sargent Investment Group, LLC 6
Apexium Financial, Lp 6
Mizuho Securities Co. Ltd. 6
Ascent Wealth Partners, LLC 6
MBM Wealth Consultants, LLC 6
9258 Wealth Management, LLC 6
Kinneret Advisory, LLC 6
Islet Management, LP 6
Morningstar Investment Management LLC 6
Beirne Wealth Consulting Services, LLC 6
Hoover Financial Advisors, Inc. 6
Meridian Wealth Advisors, LLC 6
Hnp Capital Llc 6
MorganRosel Wealth Management, LLC 6
MONECO Advisors, LLC 6
Wealthbridge Capital Management, Llc 6
Clarfeld Financial Advisors, Llc 6
Covenant Partners, LLC 6
Tuscan Ridge Asset Management Llc 6
Surevest, LLC 6
Quilter Plc 6
Lake Street Financial Llc 6
Means Investment Co., Inc. 6
Requisite Capital Management, LLC 6
Baldrige Asset Management LLC 6
First National Corp /ma/ /adv 6
Shilanski & Associates, Inc. 6
Sound View Wealth Advisors Group, LLC 6
Davlin Philanthropic Funds 6
Principle Wealth Partners Llc 6
Mfs Intermarket Income Trust I 6
Hcim Trust 6
Blue Square Asset Management, Llc 6
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 6
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 6
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 6
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 6
LINVGR - First Investors Life Series Funds - First Investors Life Series Investment Grade Fund 6
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 6
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 6
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 6
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 6
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 6
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 6
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 6
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 6
Jnl Series Trust - Jnl/jpmorgan Us Government & Quality Bond Fund (a) 6
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 6
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 6
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 6
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 6
NOSIX - Northern Funds - Northern Stock Index Fund 6
NOLCX - Northern Funds - Northern Large Cap Core Fund 6
NOLVX - Northern Funds - Northern Large Cap Value Fund 6
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 6
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 6
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 6
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 6
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 6
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 6
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 6
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 6
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 6
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 6
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 6
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 6
PACIFIC SELECT FUND - Equity Index Portfolio Class I 6
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 6
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 6
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 6
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 6
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 6
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 6
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 6
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 6
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 6
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 6
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 6
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 6
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 6
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 6
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 6
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 6
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 6
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 6
GATEX - Gateway Trust - Gateway Fund Class A Shares 6
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 6
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 6
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 6
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 6
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 6
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 6
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 6
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 6
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 6
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 6
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 6
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 6
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 6
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 6
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 6
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 6
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 6
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 6
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 6
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 6
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 6
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 6
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 6
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 6
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 6
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 6
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 6
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 6
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 6
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 6
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 6
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 6
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 6
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 6
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 6
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 6
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 6
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 6
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 6
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 6
Securian Funds Trust - SFT Index 500 Fund Class 1 6
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 6
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 6
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 6
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 6
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 6
PENN SERIES FUNDS INC - Index 500 Fund 6
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 6
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 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
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 6
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 6
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 6
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 6
DBSCX - DoubleLine Funds Trust - Doubleline Selective Credit Fund Class I 6
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 6
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 6
AQINX - AQR Funds - AQR International Equity Fund Class N 6
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 6
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 6
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 6
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 6
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 6
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 6
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 6
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 6
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 6
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 6
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 6
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 6
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 6
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 6
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 6
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 6
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 6
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 6
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 6
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 6
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 6
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 6
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 6
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 6
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 6
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 6
WBRRX - WILLIAM BLAIR FUNDS - William Blair Income Fund Class N 6
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 6
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 6
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 6
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 6
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 6
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 6
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 6
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 6
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 6
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 6
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 6
Profunds - Profund Vp Large-cap Value 6
Profunds - Profund Vp Bull 6
Profunds - Profund Vp Ultrabull 6
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 6
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 6
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 6
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 6
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 6
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 6
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 6
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 6
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 6
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 6
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 6
MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A 6
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 6
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 6
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 6
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 6
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 6
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 6
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 6
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C 6
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 6
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 6
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 6
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 6
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 6
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 6
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 6
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 6
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 6
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 6
Dfa Investment Trust Co - The Emerging Markets Series 6
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 6
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 6
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 6
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 6
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 6
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 6
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 6
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 6
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 6
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 6
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 6
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 6
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 6
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 6
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 6
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 6
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 6
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 6
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 6
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 6
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 6
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 6
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 6
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 6
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 6
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 6
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 6
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 6
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 6
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund 6
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 6
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 6
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 6
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 6
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 6
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 6
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 6
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 6
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 6
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 6
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 6
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 6
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 6
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 6
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 6
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 6
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 6
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 6
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 6
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 6
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 6
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 6
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 6
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 6
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 6
LVPIX - Profunds - Large-cap Value Profund Investor Class 6
ULPIX - Profunds - Ultrabull Profund Investor Class 6
SVPIX - Profunds - Small-cap Value Profund Investor Class 6
BLPIX - Profunds - Bull Profund Investor Class 6
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 6
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 6
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 6
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 6
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 6
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 6
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 6
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 6
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 6
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 6
Relyea Zuckerberg Hanson LLC 6
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 6
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 6
AdvisorShares Investments LLC 6
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 6
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 6
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 6
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 6
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 6
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 6
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 6
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 6
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 6
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 6
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 6
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 6
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 6
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 6
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 6
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 6
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 6
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 6
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 6
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 6
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 6
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 6
VSTIX - VALIC Co I - Stock Index Fund 6
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 6
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 6
SSO - PROSHARES TRUST - ProShares Ultra S&P500 6
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 6
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 6
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 6
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 6
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 6
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 6
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 6
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 6
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 6
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 6
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 6
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 6
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 6
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 6
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 6
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 6
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 6
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 6
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 6
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 6
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 6
Red Door Wealth Management, LLC 6
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 6
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 6
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 6
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 6
OLCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term California Municipal Fund Class A 6
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 6
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 6
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 6
Cedar Mountain Advisors, LLC 6
Meadow Creek Wealth Advisors Llc 6
Angel Oak Financial Strategies Income Term Trust 6
Spdr S&p 500 Etf Trust 6
Firestone Capital Management 6
West Bancorporation Inc 6
Atlas Private Wealth Management 6
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 6
Pinz Capital Management, LP 6
Bank of Marin 6
Marcum Wealth, LLC 6
Menard Financial Group LLC 6
Game Plan Financial Advisors, LLC 6
Detalus Advisors, LLC 6
Laidlaw Wealth Management LLC 6
Lionsbridge Wealth Management LLC 6
Great Lakes Retirement, Inc. 6
Maltin Wealth Management, Inc. 6
Trivest Advisors Ltd 6
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 6
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 6
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 6
State of New Jersey Common Pension Fund A 6
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 6
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 6
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 6
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 6
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 6
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 6
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 6
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 6
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 6
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 6
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 6
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 6
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 6
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 6
VEGN - ETF Series Solutions - US Vegan Climate ETF 6
Canandaigua National Corp 6
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 6
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 6
RCFIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Core Taxable Bond Fund - Institutional Class Shares 6
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 6
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 6
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 6
RBB FUND, INC. - Adara Smaller Companies Fund 6
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 6
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 6
Gleason Group, Inc. 6
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 6
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 6
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 6
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 6
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 6
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 6
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND 6
Chiron Capital Management, Llc 6
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 6
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 6
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 6
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 6
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 6
Platform Technology Partners 6
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 6
Iron Horse Wealth Management, LLC 6
Foster Group, Inc. 6
Golden Green, Inc. 6
B, B, H, & B Inc. 6
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 6
McClarren Financial Advisors, Inc. 6
McCarthy Asset Management, Inc. 6
Berger Financial Group, Inc 6
Phoenix Wealth Advisors 6
Elk River Wealth Management, LLC 6
Mma Asset Management Llc 6
Greystone Financial Group, LLC 6
Mach-1 Financial Group, Inc. 6
Altus Wealth Group LLC 6
qPULA Trading Management LP 6
Green Harvest Asset Management LLC 6
Ghisallo Capital Management LLC 6
Waterfront Wealth Inc. 6
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 6
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 6
Robbins Farley Llc 6
Alliance Wealth Advisors, LLC 6
PGIM Short Duration High Yield Opportunities Fund 6
Curi Wealth Management, LLC 6
Willis Johnson & Associates, Inc. 6
Piscataqua Savings Bank 6
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 6
Canvas Wealth Advisors, LLC 6
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 6
NB Crossroads Private Markets Access Fund LLC 6
Heartland Bank & Trust Co 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 6
PNC Managed Account Solutions, Inc. 6
JTC Employer Solutions Trusteee Ltd 6
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 6
Delos Wealth Advisors, LLC 6
Eisler Capital (UK) Ltd. 6
Western Asset Diversified Income Fund 6
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 6
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 6
JB Capital LLC 6
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 6
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 6
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 6
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 6
Widmann Financial Services, Inc. 6
Absolute Capital Management, LLC 6
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 6
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 6
Peterson Financial Group, Inc. 6
Astrantus Ltd 6
Naviter Wealth, LLC 6
Ahl Investment Management, Inc. 6
Prosperity Consulting Group, LLC 6
Next Level Private LLC 6
North Reef Capital Management LP 6
Financial Connections Group, Inc. 6
Mmbg Investment Advisors Co. 6
Matrix Private Capital Group Llc 6
Horizon Wealth Management, LLC 6
Western Pacific Wealth Management, LP 6
Icapital Wealth Llc 6
Cardiff Park Advisors, Llc 6
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 6
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 6
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 6
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 6
Karlinski Andrew C 6
Comprehensive Financial Consultants Institutional, Inc. 6
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 6
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 6
Strengthening Families & Communities, LLC 6
Walker Asset Management, LLC 6
Safeguard Financial, LLC 6
Hightower 6M Holding, LLC 6
Concentric Capital Strategies, LP 6
Castle Wealth Management Llc 6
Coastwise Capital Group, LLC 6
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 6
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 6
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 6
WealthPlan Investment Management, LLC 6
Coston, McIsaac & Partners 6
PGIJX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Short Duration Multi-Sector Bond Fund C 6
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 6
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 6
Czech National Bank 6
Citizens Business Bank 6
Exos TFP Holdings LLC 6
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 6
JDM Financial Group LLC 6
ASB Consultores, LLC 6
Gallacher Capital Management LLC 6
Trifecta Capital Advisors, LLC 6
Western Financial Corp/CA 6
Hoxton Planning & Management, LLC 6
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 6
VitalStone Financial, LLC 6
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 6
PayPay Securities Corp 6
Centurion Wealth Management LLC 6
New Hampshire Trust 6
Garda Capital Partners Lp 6
Phillips Wealth Planners LLC 6
Linden Thomas Advisory Services, LLC 6
Compass Wealth Management LLC 6
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 6
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 6
RVRB - ADVISORS SERIES TRUST - Reverb ETF 6
Baron Wealth Management LLC 6
Sparta 24 Ltd. 6
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 6
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 6
Root Financial Partners, LLC 6
Frank, Rimerman Advisors LLC 6
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 6
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 6
CGC Financial Services, LLC 6
DecisionPoint Financial, LLC 6
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 6
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 6
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 6
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 6
Buck Wealth Strategies, LLC 6
Financiere des Professionnels - Fonds d,investissement inc. 6
United Community Bank 6
NEOS Investment Management LLC 6
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 6
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 6
Jamison Private Wealth Management, Inc. 6
BKM Wealth Management, LLC 6
Premier Path Wealth Partners, LLC 6
Tritonpoint Wealth, Llc 6
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 6
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 6
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 6
Naples Money Management LLC 6
HTLF Bank 6
Kiely Wealth Advisory Group, Inc. 6
Vermillion & White Wealth Management Group, LLC 6
Polymer Capital Management (HK) LTD 6
Canopy Partners, LLC 6
Voisard Asset Management Group, Inc. 6
GLOBALT Investments LLC / GA 6
Proathlete Wealth Management Llc 6
Sierra Summit Advisors Llc 6
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 6
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 6
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 6
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 6
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 6
Financial Synergies Wealth Advisors, Inc. 6
Lane & Associates LLC 6
Fairway Wealth LLC 6
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 6
Catalina Capital Group, LLC 6
Fiduciary Family Office, Llc 6
Fpc Investment Advisory, Inc. 6
Atlanta Consulting Group Advisors, LLC 6
Mowery & Schoenfeld Wealth Management, LLC 6
Traphagen Investment Advisors Llc 6
Absolute Gestao de Investimentos Ltda. 6
Pathway Financial Advisers, LLC 6
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 6
SRN Advisors, LLC 6
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 6
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 6
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 6
Wealthgarden F.s. Llc 6
BTG Pactual Asset Management US LLC 6
Granite FO LLC 6
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 6
Ariadne Wealth Management, LP 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 6
Painted Porch Advisors LLC 6
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 6
Onefund, Llc 6
Diversified Enterprises, LLC 6
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 6
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 6
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 6
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 6
Oddo Bhf Asset Management Sas 6
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 6
Westmount Partners, LLC 6
Avanza Fonder AB 6
Crews Bank & Trust 6
Financial Life Planners 6
Sovran Advisors, LLC 6
Kentucky Trust Co 6
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 6
Silphium Asset Management Ltd 6
Bank of Jackson Hole Trust 6
Chung Wu Investment Group, LLC 6
Generali Investments CEE, investicni spolecnost, a.s. 6
Clare Market Investments LLC 6
Hopwood Financial Services, Inc. 6
Impact Capital Partners LLC 6
Atala Financial Inc 6
Gwn Securities Inc. 6
IMG Wealth Management, Inc. 6
Kiker Wealth Management, LLC 6
PKS Advisory Services, LLC 6
Redwood Park Advisors LLC 6
Aware Super Pty Ltd as trustee of Aware Super 6
Mufg Securities Americas Inc. 6
Minot DeBlois Advisors LLC 6
Persistent Asset Partners Ltd 6
Kingstone Capital Partners Texas, LLC 6
Putney Financial Group LLC 6
Wood Tarver Financial Group, LLC 6
Mascagni Wealth Management, Inc. 6
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 6
Bingham Private Wealth, Llc 6
Brookwood Investment Group LLC 6
Binnacle Investments Inc 6
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 6
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II 6
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 6
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 6
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 6
Evelyn Partners Investment Management Services Ltd 6
Midwest Trust Co 6
Winnow Wealth Llc 6
MASTERINVEST Kapitalanlage GmbH 6
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 6
Evolution Wealth Management Inc. 6
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 5
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 5
Seeds Investor Llc 5
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 5
ARIEX - Allianz Funds Multi-Strategy Trust - AllianzGI Floating Rate Note Fund Institutional Class 5
Militia Capital Partners, LP 5
Marietta Wealth Management, LLC 5
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 5
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 5
Modus Advisors, LLC 5
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 5
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 5
Belmont Capital, LLC 5
Lombardia Capital Partners Llc 5
High Pointe Capital Management Llc 5
Mastrapasqua Asset Management Inc 5
Freedom Day Solutions, LLC 5
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 5
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 5
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 5
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 5
Northwest Quadrant Wealth Management, LLC 5
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 5
Hilltop Park Associates LLC 5
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 5
Royce Global Value Trust, Inc. 5
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 5
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 5
ARK Investment Management LLC 5
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 5
PARK CIRCLE Co 5
Senator Investment Group LP 5
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 5
1607 Capital Partners, LLC 5
PointState Capital LP 5
Smh Capital Advisors Inc 5
Staar Investment Trust 5
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 5
Dreyfus Institutional Liquidity Funds 5
Global Wealth Strategies & Associates 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
Centric Wealth Management 5
Occidental Asset Management, LLC 5
DLD Asset Management, LP 5
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 5
Garrett Wealth Advisory Group, LLC 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 5
LOM Asset Management Ltd 5
Legacy Investment Solutions, LLC 5
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 5
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 5
Oder Investment Management, LLC 5
Longview Financial Advisors LLC 5
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 5
KG&L Capital Management,LLC 5
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 5
VELA Funds - VELA Large Cap 130/30 Fund Class I 5
Fort, L.p. 5
Profunds - Profund Vp Ultramid-cap 5
Northwest Capital Management Inc 5
Profunds - Profund Vp Mid-cap Growth 5
Coatue Management Llc 5
Fairman Group, LLC 5
Piermont Capital Management LLC 5
Profunds - Profund Vp Small-cap Growth 5
Chesley Taft & Associates LLC 5
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 5
Profunds - Profund Vp Large-cap Growth 5
Taylor Hoffman Wealth Management 5
Profunds - Profund Vp Mid-cap Value 5
Havens Advisors Llc 5
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 5
Weatherly Asset Management L. P. 5
Northeast Financial Consultants Inc 5
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 5
Polar Capital LLP 5
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 5
Lloyds Banking Group plc 5
Madison Investment Holdings Inc 5
Mfs Government Markets Income Trust 5
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF 5
Chapin Davis, Inc. 5
Blenheim Capital Management, BV 5
LeJeune Puetz Investment Counsel LLC 5
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 5
Redwood Wealth Management Group, LLC 5
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 5
Opseu Pension Plan Trust Fund 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
Alteri Wealth LLC 5
Transcendent Capital Group LLC 5
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 5
Dialectic Capital Management, Lp 5
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 5
Country Club Trust Company, n.a. 5
Goldstein Advisors, LLC 5
Evelyn Partners Investment Management LLP 5
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 5
Independent Investors Inc 5
Verity & Verity, LLC 5
Forza Wealth Management, LLC 5
Abel Hall, LLC 5
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 5
Sterling Ridge Capital Management LP 5
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 5
Oberweis Asset Management Inc/ 5
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 5
Maplelane Capital, Llc 5
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 5
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 5
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 5
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 5
BridgePort Financial Solutions, LLC 5
First Western Trust Bank 5
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 5
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 5
Sunpointe, LLC 5
Philadelphia Trust Co 5
Beck Capital Management, Llc 5
Sanibel Captiva Trust Company, Inc. 5
Family Wealth Group, LLC 5
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 5
JACKSON VARIABLE SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (A) 5
Channing Capital Management, LLC 5
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 5
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 5
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 5
Firethorn Wealth Partners, Llc 5
Truadvice, LLC 5
Woodley Farra Manion Portfolio Management Inc 5
Spectrum Wealth Counsel, LLC 5
Edmond De Rothschild (suisse) S.a. 5
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 5
D. Scott Neal, Inc. 5
Blackrock 2022 Global Income Opportunity Trust 5
Taylor Wealth Management Partners 5
United Advisor Group, LLC 5
Peregrine Asset Advisers, Inc. 5
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 5
Punch & Associates Investment Management, Inc. 5
FJ Investments, LLC 5
Credit Industriel Et Commercial 5
Quadcap Wealth Management, LLC 5
Team Hewins, LLC 5
Tru Independence Asset Management 2, Llc 5
Vantis Investment Advisers L.P. 5
Engle Capital Management, L.P. 5
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 5
Ycg, Llc 5
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 5
AMF Pensionsforsakring AB 5
McGlone Suttner Wealth Management, Inc. 5
Encompass More Asset Management 5
SCIU - Global X Funds - Global X Scientific Beta US ETF 5
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 5
Battery Global Advisors, LLC 5
Koesten, Hirschmann & Crabtree, INC. 5
PWREX - PIONEER REAL ESTATE SHARES - Pioneer Real Estate Shares : Class A 5
Optimize Financial Inc 5
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 5
Wolf Group Capital Advisors 5
Mork Capital Management, LLC 5
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 5
MRP Capital Investments, LLC 5
Delap Wealth Advisory, Llc 5
Lgl Partners, Llc 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 5
Viawealth, Llc 5
Sather Financial Group Inc 5
CAMG Solamere Management, LLC 5
Crow Point Global Dividend Plus Fund 5
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 5
Reyes Financial Architecture, Inc. 5
Owen LaRue, LLC 5
Bridgeworth, LLC 5
Platinum Investment Management Ltd 5
Harbor Asset Planning, Inc. 5
Mosaic Family Wealth Partners, Llc 5
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 5
Evernest Financial Advisors, LLC 5
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 5
HoyleCohen, LLC 5
Allstate Investment Management Co 5
TAP Consulting, LLC 5
Kempen Capital Management N.v. 5
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 5
OmniStar Financial Group, Inc. 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 5
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 5
Piper Sandler & Co. 5
CloudAlpha Capital Management Limited/Hong Kong 5
Bingham Osborn & Scarborough Llc 5
Morris Retirement Advisors, LLC 5
Xcel Wealth Management, LLC 5
Clearbridge, Llc 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 5
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 5
Retirement Planning Group 5
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 5
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 5
Sterling Manor Financial, LLC 5
Fortress Private Ledger, Llc 5
Shaolin Capital Management LLC 5
PENN SERIES FUNDS INC - Large Core Value Fund 5
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 5
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 5
Legato Capital Management LLC 5
Diamond Hill Capital Management Inc 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 5
Davis Investment Partners, LLC 5
Buckhead Capital Management Llc 5
Cadent Capital Advisors, LLC 5
Timber Creek Capital Management LLC 5
TAMRO Capital Partners LLC 5
YANKCOM Partnership 5
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 5
Richardson Capital Management LLC 5
Gateway Wealth Partners, LLC 5
Bardin Hill Management Partners Lp 5
Massachusetts Wealth Management 5
Inr Advisory Services Llc 5
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 5
American National Insurance Co /tx/ 5
BOCHK Asset Management Ltd 5
General Money Market Fund Inc 5
LaSalle St. Investment Advisors, LLC 5
Trust For Advisor Solutions 5
Capital Group KKR Multi-Sector (plus) 5
Kolinsky Wealth Management, LLC 5
Wallace Advisory Group, LLC 5
Portman Square Capital LLP 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 5
Focus Financial Network Inc /adv 5
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 5
LaFleur & Godfrey LLC 5
Westover Capital Advisors, LLC 5
Headinvest, Llc 5
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF 5
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 5
ABASX - AB TRUST - AB Discovery Value Fund Class A 5
FDO Partners, LLC 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 5
Parkside Investments, LLC 5
Marshall Financial Group LLC 5
Johnson Financial Group, LLC 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 5
Henderson Global Funds 5
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 5
ClearAlpha Technologies LP 5
Stablepoint Partners, LLC 5
Kelly Lawrence W & Associates Inc/ca 5
Robinson Capital Management, Llc 5
Stephens Investment Management Group LLC 5
Masters Capital Management Llc 5
Keeley-Teton Advisors, LLC 5
Brandes Investment Partners, Lp 5
Index Fund Advisors, Inc. 5
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 5
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 5
Cohen & Steers Closed-end Opportunity Fund, Inc. 5
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 5
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 5
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 5
Breton Hill Capital Ltd. 5
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 5
Cramer Rosenthal Mcglynn Llc 5
Isi Strategy Fund Inc 5
Blue Sky Asset Management, LLC 5
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 5
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 5
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 5
Curio Wealth, Llc 5
USVT - Ultimus Managers Trust - US VALUE ETF 5
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 5
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 5
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 5
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 5
Kingstown Capital Management L.p. 5
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 5
Milestone Investment Advisors LLC 5
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 5
Access Investment Management LLC 5
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 5
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 5
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 5
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 5
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 5
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 5
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 5
Madden Advisory Services, Inc. 5
Scout Funds 5
MeadowBrook Investment Advisors LLC 5
Leeward Financial Partners, LLC 5
Argent Trust Co 5
Providence First Trust Co 5
Whitebox Mutual Funds 5
Regal Wealth Group, Inc. 5
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 5
Tiaa, Fsb 5
Summit X, LLC 5
Ruffer LLP 5
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 5
Aevitas Wealth Management, Inc. 5
Hara Capital LLC 5
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 5
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 5
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 5
Ackerman Capital Advisors, LLC 5
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 5
Ulysses Management LLC 5
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 5
Mountain Capital Investment Advisors, Inc 5
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 5
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 5
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 5
Markel Corp 5
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 5
Opinicus Capital, Inc. 5
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 5
Nicholas Company, Inc. 5
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 5
Lcnb Corp 5
Gmt Capital Corp 5
American National Registered Investment Advisor, Inc. 5
Lifestyle Asset Management, Inc. 5
Avitas Wealth Management LLC 5
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 5
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 5
Wealth Alliance Advisory Group, LLC 5
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 5
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 5
Dreyfus Institutional Preferred Money Market Funds 5
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 5
Wingate Wealth Advisors, Inc. 5
BKD Wealth Advisors, LLC 5
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 5
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 5
Cedar Hill Associates, Llc 5
Tyche Wealth Partners LLC 5
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 5
Bedell Frazier Investment Counseling, LLC 5
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 5
Zrc Wealth Management, Llc 5
Lafayette Investments, Inc. 5
NOMIX - Northern Funds - Northern Mid Cap Index Fund 5
Delta Financial Advisors Llc 5
BIP Wealth, LLC 5
JSRAX - JPMorgan Trust I - JPMorgan SmartRetirement Income Fund Class A 5
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 5
Parr Mcknight Wealth Management Group, Llc 5
JACSX - JPMorgan Trust I - JPMorgan SmartRetirement Blend 2060 Fund Class I 5
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 5
Stonehage Fleming (uk) Ltd 5
JMSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2045 Fund Class I 5
Grey Street Capital, LLC 5
South Texas Money Management Ltd 5
SRJAX - JPMorgan Trust I - JPMorgan SmartRetirement 2035 Fund Class A 5
Highview Capital Management LLC/DE/ 5
JAKAX - JPMorgan Trust I - JPMorgan SmartRetirement 2060 Fund Class A 5
JFFAX - JPMorgan Trust I - JPMorgan SmartRetirement 2055 Fund Class A 5
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 5
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 5
JTTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2020 Fund Class A 5
JNSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2025 Fund Class A 5
ABLE Financial Group, LLC 5
Burling Wealth Partners, Llc 5
JPTBX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2055 Fund Class I 5
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 5
Net Worth Advisory Group 5
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 5
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 5
JOBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2040 Fund Class I 5
Bard Financial Services, Inc. 5
JTSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2050 Fund Class A 5
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 5
SWAN Capital LLC 5
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 5
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 5
SMTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund Class A 5
Ewa, Llc 5
JNEAX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2050 Fund Class I 5
JSMAX - JPMorgan Trust I - JPMorgan SmartRetirement 2030 Fund Class A 5
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 5
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 5
Permanens Capital L.P. 5
UBP Investment Advisors SA 5
Harvest Investment Advisors, LLC 5
Visionary Horizons, LLC 5
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 5
Harvest Management Llc 5
Osterweis Capital Management Inc 5
Davidson Investment Advisors 5
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 5
Waterway Wealth Management, LLC 5
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 5
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 5
3Chopt Investment Partners, LLC 5
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 5
Fulcrum Capital LLC 5
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 5
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 5
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 5
Templeton Global Income Fund 5
Nottingham Advisors, Inc. 5
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 5
Walkner Condon Financial Advisors LLC 5
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 5
Foster Dykema Cabot & Co Inc/ma 5
King Wealth 5
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 5
Matrix Trust Co 5
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 5
Tourbillon Capital Partners, L.P. 5
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 5
Claymore Exchange-traded Fund Trust 2 5
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 5
Franklin Universal Trust 5
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 5
Rockbridge Investment Management, LCC 5
Maseco Llp 5
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 5
HBW Advisory Services LLC 5
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 5
Cypress Point Wealth Management, LLC 5
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 5
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 5
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I 5
Gf Fund Management Co. Ltd. 5
Constitution Capital LLC 5
Thrivent Core Funds - Thrivent Core International Equity Fund 5
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 5
Intelligence Driven Advisers, LLC 5
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 5
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 5
Haberer Registered Investment Advisor Inc 5
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 5
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 5
Ransom Advisory, Ltd 5
JGP Wealth Management, LLC 5
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 5
Peterson Wealth Services 5
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 5
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 5
Eaton Vance Risk-managed Diversified Equity Income Fund 5
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 5
Ignite Planners, LLC 5
Waddell & Reed Advisors Funds 5
Ironwood Investment Management Llc 5
FLP Wealth Management, LLC 5
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 5
SLT Holdings LLC 5
Perfromance Wealth Partners, LLC 5
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 5
Fsb Premier Wealth Management, Inc. 5
Compton Capital Management Inc /ri 5
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 5
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 5
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 5
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 5
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 5
Ada Investment Management, LP 5
Runnymede Capital Advisors, Inc. 5
Revolve Wealth Partners, LLC 5
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 5
Legend Financial Advisors, Inc. 5
One River Asset Management, LLC 5
Fulcrum Asset Management LLP 5
Rocky Mountain Advisers, Llc 5
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 5
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 5
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 5
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 5
Relative Value Partners Group, LLC 5
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 5
FSMIX - FRANKLIN STRATEGIC MORTGAGE PORTFOLIO - FRANKLIN STRATEGIC MORTGAGE PORTFOLIO Class A1 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 5
Putnam High Income Securities Fund 5
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 5
Morton Capital Management LLC/CA 5
SMITH HAYES Advisers, Inc 5
Eaton Vance Enhanced Equity Income Fund 5
Syntax Advisors, Llc 5
5T Wealth, LLC 5
Arbor Wealth Management, LLC 5
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 5
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 5
GraniteShares Advisors LLC 5
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 5
Seven Mile Advisory 5
Marsico Capital Management Llc 5
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 5
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 5
Reby Advisors, LLC 5
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 5
Reynders McVeigh Capital Management, LLC 5
HST Ventures, LLC 5
Park Avenue Institutional Advisers LLC 5
Invenio Wealth Partners Llc 5
Prevail Innovative Wealth Advisors, Llc 5
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 5
Putnam Voyager Fund 5
SGL Investment Advisors, Inc. 5
Premia Global Advisors, Llc 5
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 5
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 5
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 5
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 5
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 5
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 5
Carleon Capital Partners LLC 5
Ironbridge Funds, Inc. 5
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 5
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 5
Artal Group S.A. 5
Nuveen Quality Preferred Income Fund 3 5
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 5
Nuveen High Income November 2021 Target Term Fund 5
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 5
Nuveen Quality Preferred Income Fund 5
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 5
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 5
Beryl Capital Management LLC 5
Union Savings Bank 5
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 5
DCRE - DoubleLine ETF Trust - DoubleLine Commercial Real Estate ETF 5
PGOVX - PIMCO FUNDS - PIMCO Long-Term U.S. Government Fund Institutional 5
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 5
Western Asset Managed High Income Fund Inc. 5
Allen Mooney & Barnes Investment Advisors LLC 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 5
Fidelity Multi-Strategy Credit Fund 5
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 5
OneAscent Financial Services LLC 5
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 5
JS Capital Management LLC 5
Bank Of Stockton 5
Mason Capital Management Llc 5
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 5
VCFAX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class A 5
Knollwood Investment Advisory, LLC 5
LexAurum Advisors, LLC 5
Dreyfus Government Cash Management Funds 5
Dreyfus Cash Management 5
PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 5
BlackDiamond Wealth Management Inc. 5
New York Life Trust Co 5
Wealthstream Advisors, Inc. 5
Strategic Financial Concepts, LLC 5
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 5
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 5
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 5
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 5
PEDIX - PIMCO FUNDS - PIMCO Extended Duration Fund Institutional 5
Eagle Growth & Income Opportunities Fund 5
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 5
Allianzgi Equity & Convertible Income Fund 5
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 5
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 5
Acap Strategic Fund 5
Large-cap Value Portfolio 5
Cornerstone Capital, Inc. 5
O'Dell Group, LLC 5
Deerfield Management Company, L.p. (series C) 5
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 5
Centennial Bank/AR/ 5
Successful Portfolios LLC 5
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 5
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 5
Novare Capital Management Llc 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 5
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 5
BluePath Capital Management, LLC 5
Better Money Decisions, LLC 5
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 5
RBB FUND, INC. - Aquarius International Fund 5
Bpv Family Of Funds 5
HighTower Trust Services, LTA 5
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 5
Atlas Legacy Advisors, LLC 5
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 5
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 5
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 5
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 5
Bluestein R H & Co 5
Vision Capital Management, Inc. 5
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 5
Investment Management Corp /va/ /adv 5
Blackrock Master Llc 5
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 5
Ghe, Llc 5
Scout Investments, Inc. 5
Masso Torrence Wealth Management Inc. 5
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 5
Aris Wealth Services, Inc. 5
S. Muoio & Co. Llc 5
Knightsbridge Asset Management, Llc 5
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 5
Farmers National Bank 5
Lebenthal Holdings,LLC 5
Fourth Dimension Wealth, LLC 5
Sentinel Asset Management, Inc. 5
BTC Capital Management, Inc. 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 5
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 5
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 5
Pinnbrook Capital Management Lp 5
PVG Asset Management 5
St. Louis Trust Co 5
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 5
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 5
Mandatum Life Insurance Co Ltd 5
FHPFX - FIDELITY ADVISOR SERIES II - Fidelity Series Investment Grade Securitized Fund 5
UMPIX - Profunds - Ultramid-cap Profund Investor Class 5
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 5
Horst & Graben Wealth Management LLC 5
Capital Markets Trading UK LLP 5
Advyzon Investment Management, LLC 5
Elmwood Wealth Management, Inc. 5
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 5
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 5
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 5
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 5
Seldon Capital Lp 5
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 5
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 5
SGPIX - Profunds - Small-cap Growth Profund Investor Class 5
InterOcean Capital Group, LLC 5
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 5
ARS Investment Partners, LLC 5
Odey Asset Management Group Ltd 5
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 5
Axiom Advisory, LLC 5
Pax World Management Llc 5
Odey Holdings AG 5
First Business Financial Services, Inc. 5
MLPIX - Profunds - Mid-cap Value Profund Investor Class 5
Kynikos Associates LP 5
LGPIX - Profunds - Large-cap Growth Profund Investor Class 5
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 5
Centricity Wealth Management, LLC 5
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 5
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 5
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 5
TFR Capital, LLC. 5
Aspen Investment Management Inc 5
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 5
MDPIX - Profunds - Mid-cap Profund Investor Class 5
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 5
San Luis Wealth Advisors LLC 5
Fma Advisory Inc 5
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 5
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 5
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 5
Reston Wealth Management Llc 5
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 5
Eschler Asset Management LLP 5
SWS Partners 5
SFG Wealth Management, LLC. 5
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 5
First Financial Bank - Trust Division 5
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 5
Gould Asset Management Llc /ca/ 5
Stock Yards Bank & Trust Co 5
Hoese & Co LLP 5
EverPoint Asset Management, LLC 5
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 5
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 5
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 5
Smith, Salley & Associates 5
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 5
DEED - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Securitized Plus ETF 5
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 5
Merriman Wealth Management, LLC 5
Legacy Wealth Managment, LLC/ID 5
MBE Wealth Management, LLC 5
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 5
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 5
LifeSteps Financial, Inc. 5
PharVision Advisers, LLC 5
Lansdowne Partners (uk) Llp 5
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 5
Fore Research & Management, LP 5
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 5
Marshall & Sullivan Inc /wa/ 5
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 5
Fft Wealth Management Llc 5
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 5
Gerstein Fisher 5
Copper Rock Capital Partners, LLC 5
Tobias Financial Advisors, Inc. 5
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 5
Viewpoint Capital Management LLC 5
Aviso Financial Inc. 5
PartnerRe Asset Management CORP 5
Gould Capital, LLC 5
Vetamer Capital Management, L.p. 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 5
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 5
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares 5
Mill Capital Management, LLC 5
Davidson Kempner Capital Management Lp 5
Aurora Private Wealth, Inc. 5
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 5
Perpetual Investment Management Ltd 5
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 5
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 5
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 5
Brown Capital Management Llc 5
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 5
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 5
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 5
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 5
Glovista Investments LLC 5
Deltec Asset Management Llc 5
Secure Asset Management, LLC 5
Pegasus Partners Ltd. 5
Aft, Forsyth & Sober, LLC 5
Cortina Asset Management, LLC 5
Tilia Fiduciary Partners, Inc. 5
Deuterium Capital Management, LLC 5
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 5
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 5
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 5
Fosun International Ltd 5
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 5
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 5
Community Trust & Investment Co 5
Northstar Advisory Group, LLC 5
SlateStone Wealth, LLC 5
Ruane, Cunniff & Goldfarb Inc 5
Cmt Trading Llc 5
Roberts Capital Advisors, LLC 5
Journey Advisory Group, LLC 5
Miura Global Management, LLC 5
Menora Mivtachim Holdings Ltd. 5
Montrusco Bolton Investments Inc. 5
Pt Asset Management, Llc 5
Burke & Herbert Bank & Trust Co 5
AllianzGI Artificial Intelligence & Technology Opportunities Fund 5
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 5
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 5
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 5
Farmers & Merchants Trust Co of Long Beach 5
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 5
Ayalon Holdings Ltd. 5
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 5
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 5
Pacific Global Investment Management Co 5
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 5
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 5
Ally Financial Inc. 5
Windsor Creek Advisors, Llc 5
Spdr S&p Midcap 400 Etf Trust 5
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 5
Dohj, Llc 5
Strategic Investment Advisors / MI 5
Genesis Wealth Advisors, LLC 5
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 5
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 5
Cypress Wealth Advisors LLC 5
Friess Associates Llc 5
Capital Growth Management Lp 5
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 5
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 5
CrestPoint Capital Management, LLC 5
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF 5
Powell Investment Advisors, LLC 5
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 5
Logan Stone Capital, LLC 5
TBH Global Asset Management, LLC 5
Legg Mason Bw Global Income Opportunities Fund Inc. 5
Aperture Investors, LLC 5
BankPlus Trust Department 5
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 5
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 5
Hgk Asset Management Inc 5
AlphaCentric Advisors LLC 5
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 5
Decade Capital Management Llc 5
Catapult Capital Management Llc 5
Chelsea Counsel Co 5
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 5
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 5
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 5
Exos Asset Management LLC 5
Insight Advisors, LLC/ PA 5
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 5
Genesee Capital Advisors, LLC 5
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 5
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 5
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 5
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 5
Corrado Advisors, Llc 5
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 5
Professional Financial Advisors, LLC 5
Siena Capital Llc 5
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 5
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 5
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 5
VMIDX - VALIC Co I - Mid Cap Index Fund 5
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 5
Eaton Vance Tax-managed Diversified Equity Income Fund 5
Diligent Investors, LLC 5
Seven Bridges Advisors LLC 5
CRA Financial Services, LLC 5
LBA Wealth Management, LLC 5
Narwhal Capital Management 5
Fiduciary Financial Group, Llc 5
Hills Bank & Trust Co 5
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 5
Pictet North America Advisors SA 5
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 5
ID Management A/S 5
Schrum Private Wealth Management LLC 5
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 5
1776 Wealth LLC 5
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 5
Summit Wealth & Retirement Planning, Inc. 5
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 5
Triumph Capital Management 5
Beese Fulmer Investment Management, Inc. 5
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 5
united american securities inc. (d/b/a uas asset management) 5
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 5
Premier Fund Managers Ltd 5
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 5
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 5
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 5
Findlay Park Partners LLP 5
TIG Advisors, LLC 5
Bank OZK 5
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 5
Shaker Financial Services, LLC 5
Econ Financial Services Corp 5
Lynx Investment Advisory 5
Madison Asset Management, LLC 5
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 5
Guardian Investor Services Llc 5
Susquehanna International Group Ltd. 5
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 5
Onyx Bridge Wealth Group LLC 5
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2026 5
Piershale Financial Group, Inc. 5
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 5
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 5
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 5
Emfo, Llc 5
Chemical Bank 5
O'Shares Investment Advisers, LLC 5
KAMES CAPITAL management Ltd 5
Dfa Investment Trust Co - The Continental Small Company Series 5
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 5
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 5
Cai Capital Management, Inc. 5
Dagco, Inc. 5
Objective Capital Management, LLC 5
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 5
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 5
Forty4 Asset Management LLC 5
BTG Pactual Global Asset Management Ltd 5
Ashfield Capital Partners, LLC 5
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 5
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 5
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 5
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF 5
Stevens First Principles Investment Advisors 5
Teamwork Financial Advisors, LLC 5
Partners Capital Investment Group, Llp 5
Antonetti Capital Management LLC 5
Midas Management Corp 5
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 5
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 5
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 5
Fortem Financial Group, Llc 5
APBDX - Cavanal Hill Funds - Bond Fund Investor 5
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 5
Spinnaker Trust 5
Grandfield & Dodd, Llc 5
Lockheed Martin Investment Management Co 5
Ovata Capital Management Ltd 5
Roanoke Asset Management Corp/ Ny 5
Granite Investment Partners, LLC 5
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 5
Investment Research & Advisory Group, Inc. 5
Florida Financial Advisors, Llc 5
STXM - EA Series Trust - Strive Mid-Cap ETF 5
Pines Wealth Management, LLC 5
Cape Cod Five Cents Savings Bank 5
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 5
Grandview Asset Management LLC 5
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 5
Profit Investment Management, LLC 5
Coronation Fund Managers Ltd. 5
Donaldson Capital Management, Llc 5
Heritage Investors Management Corp 5
Spirit Of America Management Corp/ny 5
Crowley Wealth Management, Inc. 5
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 5
First National Trust Co 5
Bmc Fund Inc 5
Ford Financial Group, LLC 5
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 5
Douglas Lane & Associates, LLC 5
Goldentree Asset Management Lp 5
LGT Group Foundation 5
Price Michael F 5
Fiduciary Planning LLC 5
Xtx Markets Llc 5
Buckley Wealth Management, LLC 5
Culbertson A N & Co Inc 5
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 5
Pictet & Cie (Europe) SA 5
Guardian Capital Advisors Lp 5
Chemung Canal Trust Co 5
Country Club Bank /gfn 5
Worth Asset Management, LLC 5
Cooper/haims Advisors, Llc 5
New Potomac Partners, LLC 5
Mechanics Financial Corp 5
Financial & Investment Management Group Ltd 5
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 5
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 5
Capital Management Corp /va 5
EHP Funds Inc. 5
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 5
Investment Partners, Ltd. 5
Alpha Omega Wealth Management LLC 5
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 5
Retirement Wealth Solutions LLC 5
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 5
Capital Group KKR Core Plus (plus) 5
Chatham Capital Group, Inc. 5
Blueprint Investment Partners LLC 5
Bridgewater Advisors Inc. 5
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 5
Schwartz Investment Counsel Inc 5
Pennsylvania Trust Co 5
Kera Capital Partners, Inc. 5
Abner Herrman & Brock Llc 5
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 5
Northern Capital Management Llc 5
Cidel Asset Management Inc 5
Smith Chas P & Associates Pa Cpas 5
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 5
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 5
L.m. Kohn & Company 5
UNIVEST FINANCIAL Corp 5
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 5
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 5
University Of Notre Dame Du Lac 5
Colonial River Wealth Management, LLC 5
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 5
New World Advisors LLC 5
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 5
Rothschild Capital Partners, LLC 5
Adams Asset Advisors, LLC 5
Newfound Research LLC 5
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 5
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 5
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 5
PAX Financial Group, LLC 5
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 5
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 5
Capital Financial Planning, LLC 5
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 5
Botty Investors LLC 5
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 5
MU Investments Co., Ltd. 5
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 5
Eminence Capital, Lp 5
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 5
Palisade Asset Management, LLC 5
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 5
Appleton Partners Inc/ma 5
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 5
Connective Capital Management, LLC 5
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 5
LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class 5
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 5
CenturyLink Investment Management Co 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 5
MML Series Investment Fund II - MML Asset Momentum Fund Class II 5
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 5
Fagan Associates, Inc. 5
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 5
Strategic Capital Group LLC 5
Astoria Portfolio Advisors LLC. 5
Cim, Llc 5
Prio Wealth Limited Partnership 5
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 5
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 5
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 5
Jackson Wealth Management, LLC 5
Rock Creek Group, LP 5
WESPAC Advisors, LLC 5
Marble Harbor Investment Counsel, LLC 5
Godsey & Gibb Associates 5
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 5
Richard P Slaughter Associates Inc 5
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 5
Accretive Wealth Partners, LLC 5
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 5
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 5
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 5
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 5
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 5
Kozak & Associates, Inc. 5
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 5
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 5
Green Owl Capital Management, LLC 5
Full Sail Capital, LLC 5
Joule Financial, LLC 5
Sentinel Group Funds Inc 5
Triasima Portfolio Management inc. 5
Beacon Financial Advisory LLC 5
Signet Investment Advisory Group, Inc. 5
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 5
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 5
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 5
Institutional Investment Strategy Fund 5
Glaxis Capital Management, LLC 5
Guidant Wealth Advisors 5
Brendel Financial Advisors LLC 5
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 5
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 5
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 5
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 5
Mathes Company, Inc. 5
Engrave Wealth Partners LLC 5
NCP Inc. 5
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 5
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 5
Hudson Valley Investment Advisors Inc /adv 5
JOCEX - Advisers Investment Trust - JOHCM Credit Income Fund Class I Shares 5
ACK Asset Management LLC 5
Alethea Capital Management, Llc 5
Syntal Capital Partners, LLC 5
Perella Weinberg Partners Capital Management LP 5
Farmers Trust Co 5
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 5
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 5
Graves-Light Private Wealth Management, Inc. 5
Arthur M. Cohen & Associates, Llc 5
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 5
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares 5
Boys Arnold & Co Inc 5
Mitchell Capital Management Co 5
T. Rowe Price Investment Management, Inc. 5
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 5
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 5
Orion Capital Management LLC 5
Azimuth Capital Investment Management LLC 5
Select Equity Group, L.P. 5
Strycker View Capital Llc 5
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 5
Quantum Financial Advisors, LLC 5
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 5
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 5
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 5
W Advisors, Llc 5
Northwest Bancshares, Inc. 5
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 5
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 5
Morgan Stanley Income Securities Inc 5
Catalyst Private Wealth, Llc 5
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 5
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 5
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 5
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A 5
Cypress Capital, LLC 5
Brown Advisory Securities, LLC 5
Valentine Capital Asset Management, Inc. 5
Geller Advisors LLC 5
Biltmore Capital Advisors LLC 5
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 5
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 5
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 5
Field & Main Bank 5
IronBridge Capital Management LP 5
VCSVX - VALIC Co II - Small Cap Value Fund 5
KAMES CAPITAL management Ltd 5
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 5
Legacy Capital Wealth Partners, LLC 5
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 5
Noesis Capital Mangement Corp 5
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 5
Mechanics Bank Trust Department 5
Fortis Group Advisors, LLC 5
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 5
Granite Investment Advisors, LLC 5
Capital One Financial Corp 5
Hixon Zuercher, LLC 5
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 5
Annex Advisory Services, LLC 5
Citizens National Bank Trust Department 5
New Jersey Better Educational Savings Trust 5
Davis Capital Management 5
Abbrea Capital, LLC 5
Axim Planning & Wealth 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 5
Shamrock Asset Management LLC 5
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 5
Murphy Capital Management Inc 5
Central Asset Investments & Management Holdings (HK) Ltd 5
LMR Master Fund Ltd 5
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 5
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 5
Glg Inc. 5
W.H. Cornerstone Investments Inc. 5
GenTrust, LLC 5
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 5
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 5
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 5
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 5
Three Bridge Wealth Advisors, LLC 5
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 5
New Covenant Trust Company, N.A. 5
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 5
Kepos Capital LP 5
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 5
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 5
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 5
GDAFX - GOLDMAN SACHS TRUST - Goldman Sachs Alternative Premia Fund Class A 5
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 5
Veracity Capital LLC 5
Advanced Series Trust - Ast High Yield Portfolio 5
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 5
Volterra Technologies LP 5
First Affirmative Financial Network 5
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 5
Future Financial Wealth Managment LLC 5
Concord Asset Management, LLC/VA 5
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 5
Advantage Advisers Xanthus Fund, L.l.c. 5
Liberty All Star Growth Fund Inc. 5
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 5
Drw Securities, L.l.c. 5
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 5
Investor's Fiduciary Advisor Network, LLC 5
Baxter Bros Inc 5
Warther Private Wealth, LLC 5
Sentinus, LLC 5
STCE - SCHWAB STRATEGIC TRUST - Schwab Crypto Thematic ETF 5
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 5
Vaughan David Investments Inc/il 5
Horizon Financial Services, Llc 5
Decatur Capital Management, Inc. 4
Fragasso Group Inc. 4
Chicago Capital Management, LLC 4
Annandale Capital, LLC 4
Mitchell & Pahl Private Wealth, Llc 4
Infini Master Fund 4
Mercer Capital Advisers, Inc. 4
Colony Family Offices, LLC 4
Wd Rutherford Llc 4
Aristotle Capital Management, LLC 4
Massachusetts Mutual Life Insurance Co 4
Canandaigua National Trust Co of Florida 4
Lumature Wealth Partners, LLC 4
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 4
Alta Wealth Advisors LLC 4
RFG - Bristol Wealth Advisors, LLC 4
Anb Bank 4
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 4
Argus Investors' Counsel, Inc. 4
Granger Management LLC 4
Blake Schutter Theil Wealth Advisors, LLC 4
Monticello Wealth Management, Llc 4
River Road Asset Management, LLC 4
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 4
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R 4
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 4
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 4
Acorn Financial Advisory Services Inc /adv 4
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 4
Nair Vinay 4
Boltwood Capital Management 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2019 4
Bordeaux Wealth Advisors LLC 4
Galvin, Gaustad & Stein, LLC 4
Zuckerman Investment Group, LLC 4
Latitude Advisors, LLC 4
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 4
Kesler, Norman & Wride, LLC 4
Kazazian Asset Management, LLC 4
Running Point Capital Advisors, LLC 4
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 4
Mizuho Markets Americas Llc 4
West Financial Advisors, LLC 4
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 4
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 4
Trust Co Of Virginia /va 4
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 4
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 4
Hunter Associates Investment Management Llc 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 4
East Coast Asset Management, LLC. 4
First National Bank of Hutchinson 4
CRAIX - Community Capital Trust - COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND CRA Shares 4
Saiers Capital, LLC 4
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 4
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 4
Kingsman Wealth Management, Inc. 4
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 4
Fiduciary Services Corp/ga 4
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 4
Legacy Financial Group LLC 4
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 4
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 4
AT Bancorp 4
Bright Rock Capital Management, Llc 4
LSSAX - LOOMIS SAYLES FUNDS I - Loomis Sayles Securitized Asset Fund Institutional Class 4
Mattson Financial Services, LLC 4
TrueWealth Advisors, LLC 4
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 4
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 4
Goodwin Investment Advisory 4
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 4
David J Yvars Group 4
Blue Edge Capital, LLC 4
Blue Fin Capital, Inc. 4
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 4
Crescent Capital Consulting, LLC 4
Oxinas Partners Wealth Management LLC 4
LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 4
Fwl Investment Management, Llc 4
Mirabaud & Cie SA 4
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 4
Game Creek Capital, LP 4
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 4
ACVF - ETF Opportunities Trust - American Conservative Values ETF 4
Worm Capital, Llc 4
NITE - Capitol Series Trust - The Nightview Fund 4
VCIGX - VALIC Co I - Dividend Value Fund 4
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 4
Somerset Trust Co 4
Paragon Capital Management Inc 4
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 4
Atalanta Sosnoff Capital, Llc 4
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 4
Sentinel Variable Products Trust 4
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 4
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 4
Horizon Funds - HORIZON EXPEDITION PLUS ETF 4
Arvest Bank Trust Division 4
Covalis Capital Llp 4
Cloud Capital Management, LLC 4
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 4
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 4
Harding Loevner Lp 4
QUANTRES ASSET MANAGEMENT Ltd 4
Russell Clark Investment Management Ltd 4
JPICX - JPMorgan Trust I - JPMorgan California Tax Free Bond Fund Class I 4
JEMDX - JPMorgan Trust I - JPMorgan Emerging Markets Debt Fund Class I 4
TAX - EA Series Trust - Cambria Tax Aware ETF 4
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 4
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 4
Amica Pension Fund Board Of Trustees 4
Duff & Phelps Investment Management Co 4
Starfire Investment Advisers, Inc. 4
Ohio National Investments, Inc. 4
Argentiere Capital Ag 4
ROPE - EA Series Trust - Coastal Compass 100 ETF 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
Jeppson Wealth Management, Llc 4
Strategic Wealth Management Inc 4
VCHYX - VALIC Co II - High Yield Bond Fund 4
VACVX - VALIC Co II - Large Cap Value Fund 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 4
Western Asset/claymore Inflation-linked Securities & Income Fund 4
Spectrum Asset Management, Inc. (NB/CA) 4
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 4
S&co Inc 4
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 4
Ninety One North America, Inc. 4
Alerus Investment Advisors Corp 4
Sound Shore Management Inc /ct/ 4
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 4
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 4
Douglas C. Lane & Associates, Inc. 4
Berkshire Bank 4
Tiemann Investment Advisors, Llc 4
Northstar Financial Companies, Inc. 4
Osborne Partners Capital Management, Llc 4
Bft Financial Group, Llc 4
Montag & Caldwell, Llc 4
J.P. Turner & Co Capital Mnagement, LLC 4
AMCPX - AMCAP FUND - AMCAP FUND Class A 4
EMBD - Global X Funds - Global X Emerging Markets Bond ETF 4
Orca Investment Management, LLC 4
New England Investment & Retirement Group, Inc. 4
New Century Advisors, LLC 4
GLBY - WisdomTree Trust - WisdomTree Yield Enhanced Global Aggregate Bond Fund N/A 4
Covenant Multifamily Offices, LLC 4
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 4
BWDIX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class I Shares 4
Cape Ann Savings Bank 4
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 4
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 4
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 4
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 4
Yacktman Asset Management Lp 4
Wbh Advisory Inc 4
Cove Street Capital, LLC 4
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 4
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 4
Diversified Portfolios, Inc. 4
Bel Air Investment Advisors Llc 4
BKF - iShares, Inc. - iShares MSCI BRIC ETF 4
Wunderlich Capital Managemnt 4
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 4
Trust Investment Advisors 4
Buckingham Capital Management, Inc. 4
Cooperatieve Rabobank U.A. 4
Marietta Investment Partners Llc 4
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 4
Foster & Motley Inc 4
Betterment LLC 4
Brookside Capital Management Llc 4
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 4
Hartford Funds Management Co LLC 4
Grant Street Asset Management, Inc. 4
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 4
Sterling Global Strategies LLC 4
Gallagher Fiduciary Advisors, LLC 4
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 4
Am Investment Strategies Llc 4
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 4
Custom Portfolio Group LLC 4
Adell Harriman & Carpenter Inc 4
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 4
Third Avenue Management Llc 4
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 4
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 4
Otter Creek Management Inc 4
Grandeur Peak Global Advisors, LLC 4
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 4
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 4
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 4
RBB FUND, INC. - Campbell Advantage Fund 4
CEFS - Exchange Listed Funds Trust - Saba Closed-End Funds ETF 4
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 4
Beaumont Asset Management, L.L.C. 4
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 4
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 4
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 4
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 4
Cobalt Capital Management, Inc. 4
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 4
EagleClaw Capital Managment, LLC 4
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 4
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 4
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 4
Strategic Wealth Advisors Group, LLC 4
Quantum Capital Management 4
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 4
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 4
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 4
Terra Nova Asset Management LLC 4
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 4
Ken Stern & Associates, Inc. 4
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 4
Palo Capital, Inc. 4
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 4
EMQQ - EXCHANGE TRADED CONCEPTS TRUST - EMQQ The Emerging Markets Internet & Ecommerce ETF 4
Virtus Total Return Fund Inc. 4
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4
Pensionfund Sabic 4
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 4
Detwiler Fenton Investment Management LLC 4
Kovitz Investment Group, LLC 4
Deutsche Multi-market Income Trust 4
Mountain Lake Investment Management LLC 4
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 4
Maple Capital Management, Inc. 4
Asset Management Corp /il/ /adv 4
Eaton Vance Floating-rate Income Trust 4
MFSB - MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF 4
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4
Coyle Financial Counsel LLC 4
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 4
Leelyn Smith, LLC 4
Eaton Vance Floating-rate Income Plus Fund 4
Crawford Fund Management, LLC 4
Carlson Capital Management 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
Stonebridge Financial Planning Group, LLC 4
Tatro Capital, LLC 4
Legacy Wealth Partners, Inc. 4
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 4
Castle Rock Wealth Management, LLC 4
David R. Rahn & Associates Inc. 4
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 4
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 4
PIMCO Flexible Municipal Income Fund 4
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 4
ESL Trust Services, LLC 4
Avenir Tech Ltd 4
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
Islay Capital Management, Llc 4
Van Cleef Asset Management,Inc 4
VNYTX - VANGUARD NEW YORK TAX-FREE FUNDS - Vanguard New York Long-Term Tax-Exempt Fund Investor Shares 4
Interactive Financial Advisors 4
Taurus Asset Management, Llc 4
Viking Global Investors Lp 4
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 4
Kamunting Street Capital Management, L.P. 4
Hartwell J M Limited Partnership 4
Copperleaf Capital, LLC 4
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 4
Scopus Asset Management, L.p. 4
Iowa State Bank 4
Mizuho Markets Cayman LP 4
JSF Financial, LLC 4
Capital City Trust Co/fl 4
Global X Japan Co., Ltd. 4
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 4
Jasper Ridge Partners, L.P. 4
NovaPoint Capital, LLC 4
West Coast Financial LLC 4
Harrell Investment Partners, Llc 4
Crake Asset Management LLP 4
Texas Capital Bank Wealth Management Services Inc 4
Three Peaks Capital Management, LLC 4
Regent Investment Management LLC 4
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 4
Demars Financial Group, LLC 4
Johanson Financial Advisors, Inc. 4
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 4
Vigilare Wealth Management 4
Carret Asset Management, Llc 4
BEAM Asset Management, LLC 4
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 4
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 4
Anchor Capital Advisors Llc 4
Stance Capital Llc 4
Raffles Associates Lp 4
Greenhaven Associates Inc 4
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 4
Hillman Capital Management, Inc. 4
Hyperion Capital Advisors LP 4
Franklin Street Advisors Inc /nc 4
Gemsstock Ltd. 4
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 4
Monaco Asset Management SAM 4
Bernard Wealth Management Corp. 4
Hidden Lake Asset Management LP 4
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 4
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 4
Addenda Capital Inc. 4
Ballast Advisors Llc 4
Hohimer Wealth Management, Llc 4
TAXX - BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Short Duration ETF 4
Mission Creek Capital Partners, Inc. 4
Cohen Klingenstein LLC 4
McKinley Carter Wealth Services, Inc. 4
TruNorth Capital Management, LLC 4
JCIC Asset Management Inc. 4
Haafor (Singapore) Pte. Ltd. 4
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 4
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 4
Northside Capital Management, LLC 4
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 4
MDCEX - Starboard Investment Trust - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares 4
RMBKX - RMB INVESTORS TRUST - RMB Mendon Financial Services Fund Class A 4
Neumann Capital Management, LLC 4
Bks Advisors, Llc 4
Aristeia Capital Llc 4
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 4
Waverton Investment Management Ltd 4
Fusion Capital, LLC 4
WMBDX - WESMARK FUNDS - WesMark Government Bond Fund 4
WMKGX - WESMARK FUNDS - WesMark Growth Fund 4
Altman Advisors, Inc. 4
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 4
Round Table Services, LLC 4
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 4
TradeLink Capital LLC 4
Hosking Partners LLP 4
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 4
Smallcap World Fund Inc 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 4
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 4
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 4
AIEQ - ETF Managers Trust - AI Powered Equity ETF 4
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 4
Concorde Asset Management, LLC 4
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 4
Advanced Series Trust - Ast Mid-cap Growth Portfolio 4
MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y 4
Curat Global, LLC 4
Danda Trouve Investment Management, Inc. 4
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 4
Tempus Wealth Planning, LLC 4
TFG Advisers LLC 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 4
Atlas Brown,Inc. 4
Sowa Financial Group, Inc. 4
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 4
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 4
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 4
Westshore Wealth, LLC 4
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 4
Stolper Co 4
Miller Value Partners, Llc 4
Watts Gwilliam & Co., LLC 4
Nippon Life Insurance Co 4
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 4
Hussman Strategic Advisors, Inc. 4
PFM Health Sciences, LP 4
Jackson Square Capital, Llc 4
Graybill Bartz & Assoc Ltd 4
RiverPark Advisors, LLC 4
Auxano Advisors, LLC 4
Wellspring Financial Advisors, LLC 4
Spouting Rock Asset Management, LLC 4
Alpine Associates Management Inc. 4
POM Investment Strategies, LLC 4
Flossbach Von Storch Ag 4
Boreal Capital Management LLC 4
HYA Advisors, Inc 4
J. W. Coons Advisors, LLC 4
Mengis Capital Management, Inc. 4
Corsair Capital Management, L.p. 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
CGMRX - CGM TRUST - CGM Realty Fund 4
Umpqua Bank 4
Spirepoint Private Client, Llc 4
Sienna Gestion 4
49 Wealth Management, Llc 4
WHV Investments, Inc. 4
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares 4
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 4
Liberty All Star Equity Fund 4
Alden Global Capital LLC 4
Western Asset Management Company, LLC 4
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 4
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 4
Royce Micro-cap Trust, Inc /md/ 4
MGB Wealth Management, LLC 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 4
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 4
PACIFIC SELECT FUND - Currency Strategies Portfolio CLASS I 4
DLK Investment Management, LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 4
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 4
Duncan Williams Asset Management, LLC 4
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 4
Napatree Capital Llc 4
Park West Asset Management LLC 4
Blackrock Enhanced Equity Dividend Trust 4
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 4
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 4
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 4
Accent Capital Management, LLC 4
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 4
VELA Funds - VELA Short Duration Fund - Class A 4
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 4
NOIEX - Northern Funds - Northern Income Equity Fund 4
VMAX - Lattice Strategies Trust - Hartford US Value ETF 4
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 4
FT Vest Total Return Income Fund: Series B1 4
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 4
Beck Bode, LLC 4
Howard Capital Management Inc. 4
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 4
Evelyn Partners Asset Management Ltd 4
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 4
Novak & Powell Financial Services, Inc. 4
Able Wealth Management LLC 4
Nepc Llc 4
Copperwynd Financial, LLC 4
Long Island Wealth Management, Inc. 4
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 4
TRANSAMERICA SERIES TRUST - Transamerica AEGON U.S. Government Securities VP Initial 4
Blackrock Enhanced Capital & Income Fund, Inc. 4
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 4
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 4
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio 4
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 4
Us Global Investors Funds 4
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial 4
Charles Schwab Trust Co 4
PACIFIC SELECT FUND - Comstock Portfolio Class I 4
Gunderson Capital Management Inc. 4
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 4
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 4
Richards, Merrill & Peterson, Inc. 4
Nwq Investment Management Company, Llc 4
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 4
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 4
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 4
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 4
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 4
Williamson Legacy Group, LLC 4
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 4
PENN SERIES FUNDS INC - Flexibly Managed Fund 4
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 4
PENN SERIES FUNDS INC - Developed International Index Fund 4
Morton Community Bank 4
KIFAX - Forward Funds - Salient Select Income Fund Class A 4
Ramius Advisors Llc 4
Gilder Gagnon Howe & Co Llc 4
First Trust Investment Solutions L.P. 4
PENN SERIES FUNDS INC - Large Growth Stock Fund 4
Petros Family Wealth, LLC 4
Victory Financial Group, Llc 4
Up Strategic Wealth Investment Advisors Llc 4
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 4
Kodai Capital Management LP 4
Whalen Wealth Management Inc. 4
John Hancock Collateral Trust - John Hancock Collateral Trust 4
FCG Investment Co 4
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 4
Putnam Fund For Growth & Income 4
Gold Investment Management Ltd. 4
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 4
Virtus Total Return Fund 4
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 4
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 4
Portfolio Design Labs, LLC 4
Nuveen Equity Premium Opportunity Fund 4
Pacholder High Yield Fund Inc 4
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 4
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 4
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 4
Nuveen Equity Premium Advantage Fund 4
SRB Corp 4
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 4
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 4
New Century Financial Group, LLC 4
Gramercy Funds Management LLC 4
G&S Capital LLC 4
Aberdeen Global Select Opportunities Fund Inc. 4
Signia Capital Management Llc 4
Marest Capital, LLC 4
Principled Equity Market Fund 4
Meritage Group LP 4
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 4
Flagship Wealth Advisors, Llc 4
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 4
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 4
Patrick M Sweeney & Associates, Inc 4
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 4
Private Capital Management, LLC 4
Berry Wealth Group, LP 4
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 4
Unique Wealth Strategies, LLC 4
Wynn Capital, LLC 4
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 4
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 4
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 4
Criterion Capital Advisors, Llc 4
Curian Series Trust 4
Templeton Global Opportunities Trust 4
Private Client Services, Llc 4
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 4
Cullen Investment Group, Ltd. 4
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 4
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 4
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 4
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 4
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 4
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 4
RMG Wealth Management LLC 4
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 4
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 4
Donald Smith & Co., Inc. 4
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 4
Lewis Asset Management, LLC 4
Trueblood Wealth Management, LLC 4
Hellman Jordan Management Co Inc /ma/ 4
Uhlmann Price Securities, Llc 4
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 4
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 4
Brighthouse Funds Trust I - Brighthouse Balanced Plus Portfolio Class B 4
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 4
Bach Investment Advisors Ltd 4
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 4
GKV Capital Management Co., Inc. 4
LJI Wealth Management, LLC 4
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 4
Southland Equity Partners LLC 4
WILSHIRE VARIABLE INSURANCE TRUST - Wilshire Global Allocation Fund 4
OEF - iSHARES TRUST - iShares S&P 100 ETF 4
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 4
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 4
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 4
Eaton Vance Senior Income Trust 4
Gabelli Utility Trust 4
Bond Portfolio Ii 4
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 4
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 4
Canal Capital Management, LLC 4
Inlight Wealth Management, LLC 4
WEHIX - WEITZ FUNDS - Hickory Fund 4
Burns Matteson Capital Management, LLC 4
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 4
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 4
Managed High Yield Plus Fund Inc 4
Columbia Funds Variable Insurance Trust I 4
Alliancebernstein Income Fund Inc 4
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 4
Eaton Vance Tax-managed Buy-write Opportunities Fund 4
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 4
Virtus Insight Trust 4
Stenger Family Office, LLC 4
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 4
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 4
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 4
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 4
Team Financial Group, LLC 4
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 4
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 4
KPP Advisory Services LLC 4
Rogco, Lp 4
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 4
Coordinated Financial Services, Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 4
FS Series Trust - FS Market Neutral Fund Class I 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 4
Peoples Bank/KS 4
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 4
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 4
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 4
Resource Management, LLC 4
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 4
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 4
Nuveen Credit Opportunities 2022 Target Term Fund 4
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 4
Gabelli Convertible & Income Securities Fund Inc 4
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 4
WFA Asset Management Corp 4
Deutsche High Income Trust 4
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 4
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 4
Halpern Financial, Inc. 4
Guggenheim Equal Weight Enhanced Equity Income Fund 4
Oppenheimer Equity Fund 4
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 4
Par Capital Management Inc 4
MidWestOne Financial Group, Inc. 4
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 4
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 4
Brand Asset Management Group, Inc. 4
Atlanta Capital Management Co L L C 4
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 4
Nuveen Credit Strategies Income Fund 4
Boothe Investment Group, Inc. 4
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 4
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 4
Hutchens Investment Management Inc 4
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 4
Bainco International Investors 4
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 4
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 4
Arcataur Capital Management LLC 4
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A 4
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 4
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 4
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 4
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 4
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 4
Lazari Capital Management, Inc. 4
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 4
Roberts Glore & Co Inc /il/ 4
Enterprise Trust & Investment Co 4
Jacobsen Capital Management 4
Invictus Private Wealth, Llc 4
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 4
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 4
Marco Investment Management Llc 4
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 4
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 4
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 4
Private Capital Management Inc 4
GMEZX - GuideStone Funds - Impact Equity Fund Investor 4
Advanced Portfolio Management, LLC 4
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 4
Arden Trust Co 4
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 4
PCA Investment Advisory Services Inc. 4
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 4
Genesee Valley Trust Co 4
Deutsche High Income Opportunities Fund, Inc. 4
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 4
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 4
DoubleLine ETF Adviser LP 4
Tower View Investment Management & Research LLC 4
KLCM Advisors, Inc. 4
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 4
Cutler Investment Counsel Llc 4
Trellis Advisors, LLC 4
WT Asset Management Ltd 4
Broadleaf Partners, LLC 4
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 4
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 4
Channel Wealth Llc 4
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 4
Vista Private Wealth Partners. LLC 4
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 4
Landaas & Co /wi /adv 4
Cito Capital Group, LLC 4
Whitaker-Myers Wealth Managers, LTD. 4
Ninepoint Partners LP 4
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 4
Park Edge Advisors, LLC 4
Authentikos Wealth Advisory, LLC 4
Legacy Trust 4
Fir Tree Capital Management Lp 4
Gs Investments, Inc. 4
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 4
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 4
Luts & Greenleigh Group, Inc 4
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 4
Abbot Financial Management, Inc. 4
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 4
GAMDX - GOLDMAN SACHS TRUST - Goldman Sachs Local Emerging Markets Debt Fund Class A 4
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 4
Grace Capital 4
Valiant Capital Management, L.P. 4
Poplar Forest Capital LLC 4
NISPX - Nuveen Managed Accounts Portfolios Trust - Nuveen Preferred Securities and Income Managed Accounts Portfolio Common Shares 4
CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares 4
Stony Point Wealth Management Inc. 4
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 4
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 4
Mitsubishi UFJ Asset Management (UK) Ltd. 4
ADPV - Series Portfolios Trust - Adaptiv Select ETF 4
Prostatis Group LLC 4
EACAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance California Municipal Opportunities Fund Class A 4
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 4
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 4
Watermark Asset Management, Inc. 4
VKMGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Quality Income Fund CLASS A 4
PIMCO Flexible Real Estate Income Fund 4
Private Capital Management Llc 4
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 4
Crabel Capital Management, LLC 4
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 4
INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF 4
RBA Wealth Management, LLC 4
S&t Bank/pa 4
Destra International & Event-driven Credit Fund 4
Bbjs Financial Advisors, Llc 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 4
Julex Capital Management, Llc 4
ROSS\JOHNSON & Associates LLC 4
P Schoenfeld Asset Management Lp 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 4
Dunvegan Associates, Inc. 4
Strait & Sound Wealth Management LLC 4
Opus Investment Management Inc 4
Talisman Wealth Advisors LLC 4
Applied Finance Capital Management, LLC 4
Apex Capital Management 4
Elkhorn Investments, LLC 4
Kula Investments, LLC 4
Security Asset Management 4
Capital Group Investment Management Pte. Ltd. 4
New Perspective Fund 4
Capital World Growth & Income Fund 4
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 4
Century Capital Management, LLC 4
Infrastructure Capital Advisors, Llc 4
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 4
Moseley Investment Management Inc 4
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 4
Grey Fox Wealth Advisors, LLC 4
Financial Freedom, LLC 4
PagnatoKarp Partners LLC 4
Dalton Investments LLC 4
Oppenheimer Global Fund 4
Harvest Portfolios Group Inc. 4
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 4
Longbow Finance SA 4
New Amsterdam Partners Llc/ny 4
Henry James International Management Inc. 4
Cercano Management LLC 4
Crawford Lake Capital Management, LLC 4
Delta Financial Group, Inc. 4
Winthrop Partners - Wny, Llc 4
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 4
Red Lighthouse Investment Management, Llc 4
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 4
Clifford Swan Investment Counsel Llc 4
London Co Of Virginia 4
AM Squared Ltd 4
Edge Asset Management, Inc 4
XY Capital Ltd 4
STAR Financial Bank 4
Keystone Investors Pte Ltd 4
Castle Hook Partners LP 4
Howland Capital Management Llc 4
Semus Wealth Partners LLC 4
Cassaday & Co Wealth Management LLC 4
Jupiter Wealth Management LLC 4
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 4
Keyvantage Wealth, Llc 4
Topsail Wealth Management, LLC 4
Jafra Capital Management LP 4
B.O.S.S. Retirement Advisors, LLC 4
Chescapmanager LLC 4
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 4
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 4
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 4
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 4
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 4
Breakwater Capital Group 4
Camden National Bank 4
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I 4
Guardian Partners Inc. 4
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 4
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 4
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 4
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 4
Northern Financial Advisors Inc 4
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 4
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 4
Claris Financial LLC 4
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 4
Oak Ridge Investments Llc 4
General Partner, Inc. 4
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 4
Sherman Asset Management, Inc. 4
Matrix Asset Advisors Inc/ny 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 4
Landsberg, Bennett, & Dubbaneh LLC 4
Gradient Capital Advisors, LLC 4
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 4
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 4
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 4
Riverpoint Wealth Management Holdings, LLC 4
West Chester Capital Advisors, Inc 4
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 4
Auxier Asset Management 4
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 4
Investidor Profissional Gestao de Recursos Ltda. 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
Elgethun Capital Management 4
Cadinha & Co Llc 4
Financial Insights, Inc. 4
Fusion Family Wealth LLC 4
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 4
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 4
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 4
ERn Financial, LLC 4
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 4
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 4
Fluent Financial, LLC 4
Pier 88 Investment Partners Llc 4
FIIGX - First Investors Income Funds - First Investors Investment Grade Fund Class A 4
Groupe la Francaise 4
Opus Capital Group, LLC 4
D1 Capital Partners L.P. 4
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 4
Leigh Baldwin & Co., Llc 4
Global Assets Advisory, LLC 4
Oppenheimer International Bond Fund 4
Rainier Group Investment Advisory LLC 4
Bancroft Fund Ltd 4
Tradewinds, LLC. 4
First National Advisers, LLC 4
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 4
Kim, Llc 4
Campbell Capital Management Inc 4
Van Berkom & Associates Inc. 4
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 4
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 4
Silverleafe Capital Partners, LLC 4
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 4
Paragon Wealth Strategies, LLC 4
REDW Wealth LLC 4
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 4
Aveo Capital Partners, LLC 4
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 4
Myriad Asset Management US LP 4
Asset Planning Services, Ltd. 4
Beutel, Goodman & Co Ltd. 4
Cobblestone Capital Advisors Llc /ny/ 4
Bain Capital Public Equity Management Ii, Llc 4
Peloton Wealth Strategists 4
RGT Wealth Advisors, LLC 4
Wambolt & Associates, LLC 4
Northstar Asset Management Llc 4
Nichols & Pratt Advisers Llp /ma 4
Tealwood Asset Management Inc 4
Connecticut Wealth Management, LLC 4
O'Brien Wealth Partners LLC 4
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares 4
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 4
Momentum Advisors, LLC 4
Emory University 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 4
Inherent Group, Lp 4
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 4
Court Place Advisors, LLC 4
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 4
Willner & Heller, Llc 4
Howard Financial Services, Ltd. 4
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 4
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 4
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 4
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 4
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 4
Palisades Investment Partners, LLC 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2033 4
PACIFIC FUNDS SERIES TRUST - PF Currency Strategies Fund CLASS P 4
Spartan Planning & Wealth Management 4
Hardy Reed LLC 4
Nalls Sherbakoff Group, Llc 4
Syquant Capital Sas 4
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 4
Athena Investment Management 4
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 4
SS&H Financial Advisors, Inc. 4
Fund Management at Engine No. 1 LLC 4
Proffitt & Goodson Inc 4
LGT Fund Management Co Ltd. 4
Provence Wealth Management Group 4
Sullivan, Bruyette, Speros & Blaney, LLC 4
Private Management Group Inc 4
Roman Butler Fullerton & Co 4
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 4
Cyrus J. Lawrence, LLC 4
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 4
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 4
Patriot Wealth Management, Inc. 4
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 4
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 4
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 4
HNASX - HOMESTEAD FUNDS INC - Growth Fund 4
Legg Mason Investment Counsel & Trust Co., N.A. 4
LST - Managed Portfolio Series - Leuthold Select Industries ETF 4
1 North Wealth Services Llc 4
IFC Advisors LLC 4
Community Bank System, Inc. 4
Luminist Capital LLC 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 4
Mad River Investors 4
Hamilton Capital, LLC 4
1248 Management, LLC 4
Pennington Partners & Co., Llc 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 4
Point Break Capital Management, LLC 4
Penobscot Investment Management Company, Inc. 4
One68 Global Capital, LLC 4
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Municipal Real Return Portfolio Institutional Class 4
IFC Holdings Incorporated/FL 4
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
SCEC - Capitol Series Trust - Sterling Capital Enhanced Core Bond ETF 4
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 4
Aspire Wealth Management Corp 4
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 4
Bank Pictet & Cie (asia) Ltd 4
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A 4
Vantage Financial Partners, LLC 4
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 4
Stamos Capital Partners, L.p. 4
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 4
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 4
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 4
Vienna Asset Management LLC 4
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 4
FT Vest Hedged Equity Income Fund: Series A4 4
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 4
Manning & Napier Advisors Llc 4
FT Vest Total Return Income Fund: Series A4 4
Green Arrow Capital Management Llc 4
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 4
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 4
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 4
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 4
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 4
MA Private Wealth 4
Regatta Capital Group, Llc 4
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class 4
Madison Street Partners, LLC 4
Mark Asset Management Lp 4
Thoroughbred Financial Services, Llc 4
Future Fund LLC 4
Deutsche Global High Income Fund, Inc. 4
Dempze Nancy E 4
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 4
Benchmark Investment Advisors LLC 4
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 4
Horizon Investment Services, LLC 4
Ulland Investment Advisors, LLC 4
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 4
Ipswich Investment Management Co., Inc. 4
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 4
Graney & King, LLC 4
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 4
Shoker Investment Counsel, Inc. 4
Beacon Capital Management, Inc. 4
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 4
Graham Capital Wealth Management, Llc 4
FT Vest Hedged Equity Income Fund: Series B1 4
Cypress Capital Group 4
Lifeworks Advisors, LLC 4
Blackston Financial Advisory Group, LLC 4
First National Bank of South Miami 4
Reliant Investment Management, LLC 4
Private Portfolio Partners Llc 4
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 4
Zevenbergen Capital Investments Llc 4
Adirondack Research & Management Inc. 4
CTC Capital Management, LLC 4
Jackson Hole Capital Partners, LLC 4
Jmac Enterprises Llc 4
Skaana Management L.P. 4
PDHAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Hard Currency Fund Class A 4
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 4
RE Dickinson Investment Advisors, LLC 4
Delta Accumulation, LLC 4
TrinityPoint Wealth, LLC 4
Capricorn Fund Managers Ltd 4
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 4
Trail Ridge Investment Advisors, LLC 4
Schafer Cullen Capital Management Inc 4
Trillium Asset Management, Llc 4
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 4
Manhattan West Asset Management, LLC 4
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 4
OPTIMAS CAPITAL Ltd 4
Wilson & Boucher Capital Management, LLC 4
Schnieders Capital Management Llc 4
Compass Planning Associates Inc 4
Endowment Wealth Management, Inc. 4
Olstein Capital Management, L.P. 4
Krs Capital Management, Llc 4
Eagle Strategies LLC 4
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 4
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 4
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 4
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 4
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 4
Berkeley Capital Partners, LLC 4
Blue Rock Advisors, LLC 4
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 4
City National Bank Of Florida /msd 4
aeris Capital Holding GmbH 4
Saxon Interests, Inc. 4
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 4
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 4
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 4
Saturna Capital CORP 4
Intrinsic Value Partners, LLC 4
Ironwood Investment Counsel, LLC 4
CapWealth Advisors, LLC 4
Azimuth Capital Management LLC 4
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 4
Fedenia Advisers LLC 4
Difesa Capital Management, Lp 4
Pitti Group Wealth Management, LLC 4
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 4
Connors Investor Services Inc 4
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 4
Alan B. Lancz & Associates, Inc. 4
Fractal Investments LLC 4
Strategic Capital Alternatives LLC 4
Wealth Effects Llc 4
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 4
Southeast Asset Advisors Inc. 4
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 4
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 4
Advocacy Wealth Management Services, LLC 4
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 4
Cna Financial Corp 4
Svenska Handelsbanken AB (publ) 4
Norwood Financial Corp 4
Summit Partners Public Asset Management, Llc 4
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 4
Scissortail Wealth Management, LLC 4
Zimmermann Investment Management & Planning Llc 4
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 4
Yarbrough Capital, LLC 4
Riverwater Partners LLC 4
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 4
PUREfi Wealth, LLC 4
Partner Investment Management, L.P. 4
Kimelman & Baird, LLC 4
Asset Planning,Inc 4
Bronson Point Management LLC 4
Cabot Wealth Management Inc 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
Loews Corp 4
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 4
Teewinot Capital Advisers, L.L.C. 4
Maxi Investments CY Ltd 4
Dragoneer Investment Group, LLC 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 4
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 4
Sprott Inc. 4
Atika Capital Management LLC 4
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 4
Surience Private Wealth Llc 4
Redmond Asset Management, LLC 4
Dentgroup LLC 4
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 4
Longboard Asset Management, LP 4
Uniplan Investment Counsel, Inc. 4
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 4
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 4
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF 4
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 4
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 4
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 4
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 4
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 4
Epiphany Funds 4
ARGA Investment Management, LP 4
Ironsides Asset Advisors, LLC 4
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 4
Nova Wealth Management, Inc. 4
Badgley Phelps Wealth Managers, LLC 4
AssuredPartners Investment Advisors, LLC 4
Avantra Family Wealth, Inc. 4
Caldwell & Orkin Inc 4
Capital Group Private Client Services, Inc. 4
Qvr Llc 4
Gluskin Sheff & Assoc Inc 4
Suvretta Capital Management, Llc 4
denkapparat Operations GmbH 4
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 4
Cooperman Leon G 4
Private Capital Advisors, Inc. 4
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 4
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 4
Hitchwood Capital Management LP 4
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 4
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 4
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 4
Poinciana Advisors Group, Llc 4
Truepoint, Inc. 4
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 4
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 4
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 4
McElhenny Sheffield Capital Management, LLC 4
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 4
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 4
Supplemental Annuity Collective Trust of NJ 4
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 4
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 4
Berbice Capital Management LLC 4
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 4
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 4
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 4
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 4
Nichols Asset Management LLC 4
Red Cedar Management, Lp 4
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 4
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 4
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 4
RIMCX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Intermediate Fixed Income Fund Class N 4
Lipe & Dalton 4
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 4
SNS Financial Group, LLC 4
Endeavor Private Wealth, Inc. 4
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 4
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 4
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 4
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 4
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 4
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 4
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 4
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares 4
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 4
Smith & Howard Wealth Management, LLC 4
Jet Capital Investors L P 4
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 4
EMHC - SPDR SERIES TRUST - SPDR Bloomberg Barclays Emerging Markets USD Bond ETF 4
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 4
FT Vest Total Return Income Fund: Series A3 4
Quantum Capital Management, LLC / NJ 4
FT Vest Hedged Equity Income Fund: Series A3 4
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 4
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 4
ANFLX - Angel Oak Funds Trust - Angel Oak Financials Income Fund Class A 4
American Money Management, LLC 4
FZBAX - FRANKLIN STRATEGIC SERIES - Franklin Flexible Alpha Bond Fund Advisor Class 4
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 4
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 4
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 4
Pring Turner Capital Group Inc 4
VVSCX - VALIC Co I - Small Cap Value Fund 4
Teton Advisors, Inc. 4
Constellation Wealth Advisors, LLC 4
Eaton Vance Senior Floating Rate Trust 4
SMART Wealth LLC 4
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 4
Citizens & Northern Corp 4
Oak Asset Management, LLC 4
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 4
Insight Capital Research & Management Inc 4
Wafra Inc. 4
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 4
Eaton Vance Short Duration Diversified Income Fund 4
Maridea Wealth Management LLC 4
Victory Institutional Funds 4
WealthTrust Asset Management, LLC 4
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 4
Newport Capital Group, LLC 4
Sharkey, Howes & Javer 4
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 4
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 4
Investment Counselors Of Maryland Llc 4
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 4
Copley Financial Group, Inc. 4
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 4
Integrated Wealth Counsel, Llc 4
Prentice Wealth Management LLC 4
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 4
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 4
LeConte Wealth Management, LLC 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 4
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 4
Bar Harbor Trust Services 4
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 4
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 4
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 4
BlackRock Private Investments Fund 4
HSBC FUNDS - HSBC High Yield Fund Class A 4
Prospector Partners Llc 4
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 4
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 4
RKL Wealth Management LLC 4
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 4
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 4
Regency Capital Management Inc.\DE 4
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 4
Pinnacle Advisory Group, Inc. 4
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 4
Davis Capital Partners, Llc 4
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 4
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 4
CSM Advisors, LLC 4
Clarity Financial LLC 4
Marex Group plc 4
Lbmc Investment Advisors, Llc 4
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 4
Gitterman Wealth Management, LLC 4
Blue Chip Partners, Inc. 4
Guyasuta Investment Advisors Inc 4
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 4
Congress Park Capital LLC 4
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 4
Rovida Advisors Inc. 4
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 4
Peak Asset Management, LLC 4
First Trust High Income Long/short Fund 4
North Square Investments Trust - North Square McKee Bond Fund Class I 4
Scott & Selber, Inc. 4
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 4
Everhart Financial Group, Inc. 4
Chou Associates Management Inc. 4
IronBridge Private Wealth, LLC 4
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 4
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 4
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 4
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 4
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 4
Valley Brook Capital Group, Inc. 4
Encompass Wealth Advisors, Llc 4
Patron Partners Advisors, Llc 4
Navis Wealth Advisors, LLC 4
Miller Howard Investments Inc /ny 4
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 4
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 4
Badgley Phelps & Bell Inc 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 4
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 4
Hermes Investment Management Ltd 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 4
Shanda Payment Holdings Ltd. 4
BERIX - Chartwell Funds - Berwyn Income Fund 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 4
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 4
Washburn Capital Management, Inc. 4
Paragon Advisors, LLC 4
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 4
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 4
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 4
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 4
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 4
Exane Asset Management 4
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A 4
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 4
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
Woodard & Co Asset Management Group Inc /adv 4
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I 4
Round Rock Advisors, LLC 4
X-Square Capital, LLC 4
First Citizens Financial Corp 4
Tacita Capital Inc 4
Silver Capital Management Llc 4
Renaissance Group Llc 4
United Maritime Capital Llc 4
WNY Asset Management, LLC 4
LHEAX - LOCORR INVESTMENT TRUST - LoCorr Hedged Core Fund Class A 4
Wells Trecaso Financial Group, LLC 4
FT Vest Hedged Equity Income Fund: Series A2 4
FT Vest Total Return Income Fund: Series A2 4
May Hill Capital, LLC 4
Croft-leominster Inc 4
High Falls Advisors, Inc 4
Engine No. 1 Llc 4
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 4
RiverPoint Capital Management, LLC 4
Old Dominion Capital Management Inc 4
Kanawha Capital Management Llc 4
New York Life Investments Alternatives 4
Gillespie Robinson & Grimm Inc 4
Oppenheimer Series Fund 4
Woodward Diversified Capital, Llc 4
WealthBridge Investment Counsel Inc. 4
Oxler Private Wealth LLC 4
Mcdonald Partners Llc 4
Curated Wealth Partners LLC 4
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 4
Multisector Income Portfolio 4
Beacon Trust Co 4
Connacht Asset Management LP 4
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 4
B&l Asset Management Llc 4
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 4
Sunnymeath Asset Management, Inc. 4
MJT & Associates Financial Advisory Group, Inc. 4
Harbor Financial Services, Llc 4
Mondrian Investment Partners LTD 4
Allegheny Financial Group LTD 4
First Dallas Securities Inc. 4
Cary Street Partners Asset Management Llc 4
Renasant Bank 4
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 4
Stansberry Asset Management, Llc 4
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
Everstar Asset Management, LLC 4
Octavia Wealth Advisors, LLC 4
Conquis Financial Llc 4
Wilks Brothers, LLC 4
Davis Asset Management, L.P. 3
Cascade Financial Partners, LLC 3
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 3
Signet Management Usa, Llc 3
Souders Financial Advisors 3
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 3
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 3
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 3
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 3
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3
Silver Bridge Capital Management LLC 3
United Bank 3
Victrix Investment Advisors 3
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 3
Key Square Capital Management LLC 3
Endex Capital Management Llc 3
Armor Investment Advisors, LLC 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
TT International Asset Management LTD 3
Cadence Bank Na 3
Independence Trust CO 3
Pettyjohn, Wood & White, Inc 3
McGowan Group Asset Management, Inc. 3
ARS Wealth Advisors, LLC 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Mitsubishi UFJ Securities Holdings Co., Ltd. 3
Fulcrum Equity Management 3
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 3
Pinnacle Wealth Management Group, Inc. 3
RiverTree Advisors, LLC 3
AGH Wealth Advisors, LLC 3
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 3
Mosaic Financial Group, Llc 3
Lokken Investment Group LLC 3
FAQDX - Fidelity Greenwood Street Trust - Fidelity Macro Opportunities Fund Fidelity Advisor Macro Opportunities Fund: Class M 3
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 3
Financial Advantage, Inc. 3
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 3
Beta Wealth Group, Inc. 3
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 3
BLACKROCK FUNDS - iShares U.S. Securitized Bond Index Fund 3
Wittenberg Investment Management, Inc. 3
Granite Point Capital Management, L.P. 3
Letko, Brosseau & Associates Inc 3
Bolton Lp 3
Buffington Mohr McNeal 3
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class 3
NWF Advisory Services Inc. 3
Northern Right Capital Management, L.P. 3
Short Duration High Income Portfolio - Short Duration High Income Portfolio 3
Bolthouse Investments, LLC 3
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 3
Managed Account Services Inc 3
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 3
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II 3
Equitec Specialists, Llc 3
Karpas Strategies, Llc 3
Stonehearth Capital Management, LLC 3
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 3
Affinity Capital Advisors, LLC 3
FLDKX - FIRST INVESTORS INCOME FUNDS - First Investors Limited Duration Bond Fund Class A 3
MTCGX - M FUND INC - M Large Cap Growth Fund 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 3
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF 3
OAIE - Series Portfolios Trust - Optimize AI Smart Sentiment Event-Driven ETF 3
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6 3
3d Asset Management, Inc 3
Seminole Management Co., Inc. 3
Wealth Advisory Solutions, LLC 3
Riverpark Capital Management Llc 3
ACR Alpine Capital Research, LLC 3
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 3
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class 3
17 Capital Partners, Llc 3
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 3
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 3
Liberty One Investment Management, Llc 3
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 3
Spotlight Asset Group, Inc. 3
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 3
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 3
Vista Investment Partners Llc 3
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 3
Horizons Wealth Management 3
Papp L Roy & Associates 3
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 3
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF 3
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 3
Eukles Asset Management 3
WCG Wealth Advisors LLC 3
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 3
one8zero8, LLC 3
Salzhauer Michael 3
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 3
CFSTX - COMMERCE FUNDS - The Short Term Government Fund Shares 3
CFVLX - COMMERCE FUNDS - The Value Fund Shares 3
Weaver Capital Management LLC 3
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 3
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 3
Tiger Global Management Llc 3
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 3
Clear Point Advisors Inc. 3
SVA Wealth Management, LLC 3
VAPPX - VALIC Co I - Capital Appreciation Fund 3
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 3
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 3
BT Wealth Management LLC 3
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 3
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 3
FSM Wealth Advisors, LLC 3
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 3
Ritter Daniher Financial Advisory LLC / DE 3
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 3
Orleans Capital Management Corp/la 3
Infini Capital Management Ltd 3
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 3
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
Roof Eidam & Maycock/adv 3
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 3
Palouse Capital Management, Inc. 3
Miller Wealth Advisors, Llc 3
Blue Granite Capital, LLC 3
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 3
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 3
EdgeRock Capital LLC 3
Symons Capital Management Inc 3
Van Strum & Towne Inc. 3
Sugar Maple Asset Management, LLC 3
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 3
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 3
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 3
MACRO Consulting Group 3
GVO Asset Management Ltd 3
Transatlantique Private Wealth Llc 3
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 3
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 3
Bell Bank 3
Anderson Hoagland & Co 3
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
Benson Investment Management Company, Inc. 3
SCP Investment, LP 3
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund 3
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 3
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 3
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class 3
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 3
Lodestar Investment Counsel Llc/il 3
Kaizen Financial Strategies 3
First Allied Asset Management, Inc. 3
Smith, Graham & Co., Investment Advisors, LP 3
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 3
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 3
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 3
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 3
Ranger International Management, LP 3
LVZ Advisors, Inc. 3
Tandem Capital Management Corp /adv 3
QSTAX - Advisors Preferred Trust - Quantified STF Fund Advisor Class Shares 3
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 3
Lazard Freres Gestion S.A.S. 3
Tilden Park Management I LLC 3
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 3
Knuff & Co LLC 3
Pinnacle Wealth Advisors 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 3
Omega Financial Group, LLC 3
Pvg Asset Management Corp 3
Middleton & Co Inc/ma 3
Berry Street Capital Management LLP 3
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 3
Urban Wealth Management, LLC 3
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 3
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 3
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 3
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 3
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 3
Hurlow Wealth Management Group, Inc. 3
CXI Advisors 3
Sterling Financial Planning, Inc. 3
Consolidated Investment Group LLC 3
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 3
HITE Hedge Asset Management LLC 3
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 3
Heritage Financial Services, LLC 3
Torch Wealth Management LLC 3
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 3
Brooktree Capital Management 3
Guggenheim Credit Allocation Fund 3
North Point Portfolio Managers Corp/oh 3
Wealth High Governance Capital Ltda 3
Brick & Kyle, Associates 3
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 3
Paradigm Financial Advisors, LLC 3
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 3
DORCHESTER WEALTH MANAGEMENT Co 3
Folger Nolan Fleming Douglas Capital Management, Inc 3
Avondale Wealth Management 3
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 3
JAHSX - James Alpha Funds Trust - James Alpha EHS Fund Class R6 3
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 3
Wealth Dimensions Group, Ltd. 3
Advanced Series Trust - Ast Mfs Global Equity Portfolio 3
Marathon Asset Management Llp 3
Callodine Capital Management, LP 3
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 3
Oakwood Capital Management Llc/ca 3
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 3
Penn Davis Mcfarland Inc 3
Stancorp Investment Advisers Inc 3
JTHIX - James Alpha Funds Trust - James Alpha Total Hedge Portfolio Class I 3
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 3
Soviero Asset Management, LP 3
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 3
FolioMetrix LLC 3
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 3
BTS Asset Management, Inc. 3
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 3
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 3
Quantum Private Wealth, LLC 3
FTIIX - FEDERATED INTERNATIONAL SERIES INC - Federated Global Total Return Bond Fund Class A Shares 3
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 3
Select Asset Management & Trust 3
Long Wharf Investors, Inc. 3
Stillwater Capital Advisors, LLC 3
SignalPoint Asset Management, LLC 3
Sutton Place Investors Llc 3
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 3
Gibbs Wealth Management 3
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 3
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 3
Beacon Pointe Wealth Advisors, Llc 3
Alpha Family Trust 3
BARING ASSET MANAGEMENT Ltd 3
Forefront Analytics, LLC 3
Breakwater Investment Management 3
Anglepoint Asset Management, Ltd. 3
Torray Llc 3
Mb, Levis & Associates, Llc 3
Miramar Capital, LLC 3
Amida Capital Management II, LLC 3
Noked Israel Ltd 3
Arlington Capital Management, Inc. 3
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R 3
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 3
Wilmington Trust Investment Management, LLC 3
Westerkirk Capital Inc. 3
New Century Investment Management, Inc 3
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 3
Boyar Asset Management Inc. 3
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 3
JHCR - John Hancock Exchange-Traded Fund Trust - John Hancock Core Bond ETF 3
Nippon Life Global Investors Americas, Inc. 3
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 3
Outlook Wealth Advisors, LLC 3
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 3
Nadler Financial Group, Inc. 3
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 3
Portfolio Solutions, LLC 3
London & Capital Asset Management Ltd 3
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 3
Dean Investment Associates, Llc 3
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 3
Zenit Asset Management AB 3
Rice Partnership, LLC 3
Ashburton (Jersey) Ltd 3
Stewart & Patten Co Llc 3
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 3
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 3
Yellowstone Partners, LLC 3
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 3
TEZIX - MUTUAL FUND SERIES TRUST - Catalyst/Teza Algorithmic Allocation Income Fund Class I 3
Corsicana & Co. 3
Lynrock Lake LP 3
Commons Capital, Llc 3
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 3
Brooklyn FI, LLC 3
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares 3
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 3
Jackson Square Partners, LLC 3
PUTNAM FUNDS TRUST - Putnam Short Term Investment Fund Class P 3
Factorial Partners, Llc 3
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 3
Cascade Investment Advisors, Inc. 3
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 3
Westwood Management Corp /il/ 3
Anderson Financial Strategies, LLC 3
Texas Bank & Trust Co 3
GFGF - EA Series Trust - Guru Favorite Stocks ETF 3
Armor Advisors, L.l.c. 3
Verde Servicos Internacionais S.A. 3
Miller/howard High Income Equity Fund 3
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 3
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 3
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 3
Paragon Private Wealth Management, LLC 3
Asio Capital, LLC 3
Mountain Hill Investment Partners Corp. 3
GENT - Spinnaker ETF Series - Genter Capital Taxable Quality Intermediate ETF 3
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 3
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 3
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 3
Solidarilty Wealth, LLC 3
Meridian Management Co 3
Benin Management CORP 3
LifePro Asset Management 3
Invenomic Capital Management LP 3
Berry Group, Llc 3
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio 3
Telluride Asset Management LLC 3
Aberdeen Wealth Management LLC 3
Capital Wealth Alliance, LLC 3
Connors Funds - Connors Hedged Equity Fund Institutional Class 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 3
Shannon River Fund Management LLC 3
Manteio Capital LLC 3
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 3
Archipel Asset Management AB 3
Wealthstreet Investment Advisors, LLC 3
Artemis Wealth Advisors, LLC 3
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 3
JHCP - John Hancock Exchange-Traded Fund Trust - John Hancock Core Plus Bond ETF 3
Guggenheim Taxable Municipal Managed Duration Trust 3
SBFAX - Trust for Advised Portfolios - 1919 Financial Services Fund Class A 3
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 3
Peachtree Investment Advisors, Inc. 3
Sphinx Trading, Lp 3
Davy Global Fund Management Ltd 3
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 3
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 3
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 3
Parameter Capital Management LLC 3
Arrow Investment Advisors, LLC 3
AGGS - Harbor ETF Trust - Harbor Disciplined Bond ETF 3
Wescott Financial Advisory Group, LLC 3
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 3
Greenspring Advisors, LLC 3
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 3
My Legacy Advisors, LLC 3
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 3
Smallwood Wealth Investment Management, LLC 3
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 3
Oak Harvest Investment Services 3
Grant/GrossMendelsohn, LLC 3
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 3
Indus Capital Partners, Llc 3
SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class 3
Dfa Investment Trust Co - The Dfa International Value Series 3
Arnhold LLC 3
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 3
VCIEX - VALIC Co I - International Equities Index Fund 3
Goldstone Financial Group, LLC 3
Gary Goldberg Planning Services Inc 3
Ibex Investors LLC 3
Founders Bank & Trust 3
Mezzasalma Advisors, LLC 3
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF 3
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 3
Mirova 3
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 3
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 3
WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class 3
VCGSX - VALIC Co I - Government Securities Fund 3
St. Johns Investment Management Company, LLC 3
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 3
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 3
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 3
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 3
CLARET ASSET MANAGEMENT Corp 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 3
Skba Capital Management Llc 3
Bank & Trust Co 3
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 3
Balter Liquid Alternatives, LLC 3
Parvin Asset Management, LLC 3
Financial Network Wealth Management LLC 3
Catamount Wealth Management 3
Colrain Capital Llc 3
Investment Partners Asset Management, Inc. 3
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 3
Campbell Newman Asset Management Inc 3
RHS Financial, LLC 3
Shulman DeMeo Asset Management LLC 3
Nwi Management Lp 3
Rockingstone Advisors LLC 3
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 3
Sands Capital Management, Llc 3
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 3
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 3
Perennial Investment Partners LTD 3
Hosking & Co Ltd 3
PICTET BANK & TRUST Ltd 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 3
Jetstream Capital LLC 3
Element Wealth, LLC 3
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 3
Cloverfields Capital Group, Lp 3
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 3
Moser Wealth Advisors, LLC 3
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 3
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 3
Hendershot Investments Inc. 3
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 3
Argent Trust Company, N.a. 3
Riverbend Wealth Management, LLC 3
Adams Wealth Management 3
A. D. Beadell Investment Counsel, Inc. 3
Knowledge Leaders Capital, LLC 3
Newman Dignan & Sheerar, Inc. 3
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 3
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 3
Investors Trust Inc 3
Fortaleza Asset Management Inc/ 3
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 3
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 3
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Turn8 Private Wealth Inc. 3
Grassi Investment Management 3
High Point Bank & Trust Co 3
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 3
Highmount Capital, LLC 3
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 3
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A 3
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 3
Fore Capital, LLC 3
Nixon Peabody Trust Co 3
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 3
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 3
HBC Financial Services, PLLC 3
Schneider Downs Wealth Management Advisors, LP 3
Oaktree Diversified Income Fund Inc. 3
Advanced Research Investment Solutions, Llc 3
Schwerin Boyle Capital Management Inc 3
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 3
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 3
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 3
Europacific Growth Fund 3
Focused Investors LLC 3
ERTS Wealth Advisors, LLC 3
New Vernon Investment Management Llc 3
Argent Financial Group, Inc. 3
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 3
Echo45 Advisors LLC 3
RUFF - ETF Opportunities Trust - Alpha Dog ETF 3
Kings Path Partners LLC 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 3
Indie Asset Partners, LLC 3
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 3
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 3
Hall Capital Management Co Inc 3
Leslie Global Wealth, LLC 3
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 3
Excalibur Management Corp 3
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 3
Andromeda Capital LLC 3
RSSL - Global X Funds - Global X Russell 2000 ETF 3
Full Value Advisors LLC 3
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 3
Madison Wealth Management 3
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 3
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 3
Peddock Capital Advisors, Llc 3
Tcg Advisors, Lp 3
Good Steward Wealth Advisors,LLC 3
USAdvisors Wealth Management, LLC 3
Strategic Wealth Designers 3
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 3
Crumly & Associates Inc. 3
Houlihan Financial Resource Group, Ltd. 3
Generate Investment Management Ltd 3
Voce Capital Management LLC 3
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund 3
Summit Wealth Group, LLC 3
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 3
Lakewood Capital Management, Lp 3
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 3
Jnl Series Trust - Jnl/s&p 4 Fund (a) 3
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 3
PCGTX - PACE SELECT ADVISORS TRUST - PACE Mortgage-Backed Securities Fixed Income Investments Class P 3
Cornerstone Financial Partners, LLC 3
Zions Trust, National Association 3
Delek Group, Ltd. 3
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 3
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I 3
Allium Financial Advisors, Llc 3
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 3
Somerville Kurt F 3
Main Management ETF Advisors, LLC 3
Empyrean Capital Partners, LP 3
Grant Private Wealth Management Inc 3
Kidder Stephen W 3
FirstMerit Bank N A Trustee 3
Bullseye Investment Management, LLC 3
C2C Wealth Management, LLC 3
CastleArk Alternatives, LLC 3
Bouchey Financial Group Ltd 3
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 3
Gentry Private Wealth, Llc 3
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 3
Deane Retirement Strategies, Inc. 3
LWM Advisory Services, LLC 3
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 3
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 3
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB 3
Rather & Kittrell, Inc. 3
Amici Capital, LLC 3
Concorde Financial Corp 3
ZIG - ETF Series Solutions - The Acquirers Fund 3
Eagle Rock Investment Company, Llc 3
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 3
Rowland Carmichael Advisors Inc /adv 3
NS Partners Ltd 3
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 3
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 3
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 3
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 3
Principal Diversified Select Real Asset Fund 3
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 3
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 3
Disciplined Investors, L.L.C. 3
Legg Mason Asset Management (Japan) Co., Ltd. 3
Burns J W & Co Inc/ny 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 3
Pilgrim Partners Asia Pte Ltd 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 3
Autumn Glory Partners, LLC 3
RiverNorth Managed Duration Municipal Income Fund, Inc. 3
Mendel Capital Management LLC 3
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 3
FEDERATED CORE TRUST - Emerging Markets Core Fund 3
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 3
Fusion Investment Group, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Inflation Protection Fund Standard Class II 3
Carroll Investors, Inc 3
Lisanti Capital Growth, LLC 3
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 3
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 3
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 3
Private Asset Management Inc 3
York Capital Management Global Advisors, LLC 3
Granite Bay Wealth Management, LLC 3
Mid-American Wealth Advisory Group, Inc. 3
Hansberger Growth Investors, Lp 3
Kraematon Investment Advisors, Inc 3
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 3
SFI Advisors, LLC 3
Caliber Wealth Management, LLC / KS 3
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 3
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3
National Investment Services of America, LLC 3
Analyst IMS Investment Management Services Ltd. 3
EMFQ - Amplify ETF Trust - Amplify International Online Retail ETF 3
Duff & Phelps Utility & Corporate Bond Trust Inc 3
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 3
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 3
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 3
Sendero Wealth Management, LLC 3
Wealth Management Associates, Inc. 3
Daiwa SB Investments Ltd. 3
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF 3
Hemenway Trust Co LLC 3
Midwest Capital Advisors, LLC 3
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 3
Parkside Advisors LLC 3
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 3
Corundum Group, Inc. 3
CMIFX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Founders Class 3
Correct Capital Wealth Management 3
Aspetuck Financial Management LLC 3
Covalent Partners LLC 3
RMR Capital Management, LLC 3
Nautilus Advisors LLC 3
Bridger Management, Llc 3
Nan Shan Life Insurance Co., Ltd. 3
Seaport Global Advisors, LLC 3
AMFQX - Investment Managers Series Trust - 361 Managed Futures Strategy Fund Investor Class 3
Johnson Midwest Financial, LLC 3
Boardman Bay Capital Management Llc 3
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 3
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 3
Community Financial Services Group, LLC 3
Minot Wealth Management LLC 3
Crystal Rock Capital Management 3
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 3
First National Bank of Mount Dora, Trust Investment Services 3
Humankind Investments LLC 3
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A 3
Cowa, Llc 3
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 3
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 3
FLC Capital Advisors 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 3
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 3
Audent Global Asset Management, LLC 3
Eagle Capital Management Llc 3
Edmonds Duncan Registered Investment Advisors, LLC 3
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3
Drucker Wealth 3.0, LLC 3
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 3
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 3
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 3
Smithbridge Asset Management Inc/de 3
Sender Co & Partners, Inc. 3
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 3
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class 3
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 3
Paladin Wealth, LLC 3
Fermata Advisors, LLC 3
Keystone Wealth Services, LLC 3
Mountain Pacific Investment Advisers Inc/id 3
Palumbo Wealth Management LLC 3
Arbor Trust Wealth Advisors, Llc 3
Marion Wealth Management 3
Platte River Wealth Advisors, LLC 3
TruWealth Advisors, LLC 3
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 3
Commonwealth Opportunity Capital Gp Llc 3
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 3
Consilio Wealth Advisors, Llc 3
Thrive Capital Management, LLC 3
Bath Savings Trust Co 3
Heartwood Wealth Advisors LLC 3
Hershey Financial Advisers, LLC 3
American Trust Investment Advisors, LLC 3
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 3
Yahoo Inc 3
Fifth Lane Capital, Lp 3
Tanager Wealth Management LLP 3
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 3
Diversified, LLC 3
Clearline Capital LP 3
BGIAX - BRANDES INVESTMENT TRUST - Brandes Global Equity Income Fund Class A 3
Pasadena Private Wealth, LLC 3
Cadence Wealth Management LLC 3
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
Mpwm Advisory Solutions, Llc 3
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 3
Hamilton Wealth, LLC 3
Seaport Global Asset Management Llc 3
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 3
Harvard Management Co Inc 3
Community Capital Management, Inc. 3
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 3
Wealthquest Corp 3
Tenere Capital LLC 3
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 3
40 North Management LLC 3
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 3
Ami Investment Management Inc 3
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 3
Physicians Financial Services, Inc. 3
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 3
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 3
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 3
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 3
MKT Advisors LLC 3
Kassirer Asset Management Corp 3
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 3
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 3
Mogy Joel R Investment Counsel Inc 3
Bruderman Asset Management, LLC 3
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 3
P.a.w. Capital Corp 3
Strategic Global Advisors, LLC 3
Morgens Waterfall Vintiadis & Co Inc 3
Garrett Investment Advisors LLC 3
Capstone Financial Advisors, Inc. 3
Navalign, LLC 3
Accelerate Investment Advisors LLC 3
Horizon Family Wealth, Inc. 3
Sona Asset Management (us) Llc 3
Pioneer Diversified High Income Trust 3
Nuance Investments, Llc 3
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 3
Hahn Capital Management Llc 3
Birch Hill Investment Advisors LLC 3
Clarus Group, Inc. 3
Dsm Capital Partners Llc 3
Weik Capital Management 3
Sonora Investment Management Group, LLC 3
Boston Common Asset Management, LLC 3
Groesbeck Investment Management Corp /nj/ 3
QDIBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans 3
QDVBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans 3
Acas, Llc 3
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 3
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 3
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 3
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 3
Doheny Asset Management /ca 3
Cannell Peter B & Co Inc 3
McLean Asset Management Corp 3
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 3
Sitrin Capital Management LLC 3
Provident Wealth Management, LLC 3
Caz Investments Lp 3
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 3
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 3
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 3
Alaethes Wealth LLC 3
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 3
S.A. Mason LLC 3
Willis Investment Counsel 3
CogentBlue Wealth Advisors, LLC 3
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 3
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 3
Watershed Asset Management, L.L.C. 3
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 3
Kelman-Lazarov, Inc. 3
Limestone Investment Advisors LP 3
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 3
Credit Capital Investments LLC 3
Kernodle & Katon Asset Management Group, LLC 3
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 3
Prudent Man Investment Management, Inc. 3
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 3
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 3
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 3
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 3
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 3
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 3
Marathon Asset Management Lp 3
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 3
AAFMAA Wealth Management & Trust LLC 3
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 3
Citadel Investment Advisory, Inc. 3
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 3
S-Bank Fund Management Ltd 3
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 3
Overbrook Management Corp 3
Cullen Capital Management, LLC 3
Tcfg Wealth Management, Llc 3
Northcape Wealth Management, Llc 3
Handelsinvest Investeringsforvaltning 3
Udine Wealth Management, Inc. 3
Greenup Street Wealth Management Llc 3
Columbus Hill Capital Management, L.P. 3
Stiles Financial Services Inc 3
MAFIX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class I Shares 3
Trust Co Of Oklahoma 3
General Electric Co 3
Yong Rong (HK) Asset Management Ltd 3
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 3
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 3
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 3
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 3
Sand Grove Capital Management LLP 3
Black Maple Capital Management LP 3
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 3
Jd Capital Management Llc 3
Lord Abbett Developing Growth Fund, Inc. 3
South Shore Capital Advisors 3
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF 3
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 3
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 3
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 3
Goodman Financial Corp 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
Carson Advisory Inc. 3
Adirondack Funds 3
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 3
SMARX - BRANDES INVESTMENT TRUST - Brandes Separately Managed Account Reserve Trust 3
Miller Investment Management, LP 3
Sandell Asset Management Corp 3
Radcliffe Capital Management, L.P. 3
Cornell Pochily Investment Advisors, Inc. 3
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 3
Ceredex Value Advisors LLC 3
Lloyd Park, LLC 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
Windsor Group LTD 3
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 3
Prudent Man Advisors, LLC 3
Coulter & Justus Financial Services, LLC 3
Taconic Capital Advisors LP 3
Orbitronix, LP 3
Pinnacle Private Wealth, LLC 3
Kearns & Associates LLC 3
Autus Asset Management, LLC 3
Consultiva Wealth Management, Corp. 3
M1 Capital Management LLC 3
Vantage Investment Partners, LLC 3
Morling Financial Advisors, LLC 3
Quadrant Capital Management, LLC 3
Carrera Capital Advisors 3
Check Capital Management Inc/ca 3
Fountainhead AM, LLC 3
Nbw Capital Llc 3
Magellan Asset Management Ltd 3
SCCR - SCHWAB STRATEGIC TRUST - Schwab Core Bond ETF 3
RTRE - Collaborative Investment Series Trust - Rareview Total Return Bond ETF 3
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 3
Kathleen S. Wright Associates Inc. 3
Cypress Capital Management Llc 3
DSG Capital Advisors, LLC 3
Goodman Advisory Group, LLC 3
Keystone Financial Services 3
Panning Capital Management, LP 3
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 3
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 3
Van Den Berg Management I, Inc 3
bLong Financial, LLC 3
Heritage Oak Wealth Advisors Llc 3
TigerOak Management, L.L.C. 3
BSMS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF 3
Clovis Capital Management Lp 3
Cutler Capital Management, LLC 3
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 3
DMG Group, LLC 3
Lee Johnson Capital Management, Llc 3
Causeway Capital Management Llc 3
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 3
Locust Wood Capital Advisers, LLC 3
Abc Arbitrage Sa 3
Kiltearn Partners LLP 3
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 3
DSAM Partners (London) Ltd 3
South Georgia Capital, Llc 3
BluePointe Capital Management, LLC 3
Prosperity Planning, Inc. 3
Boston Income Portfolio - Boston Income Portfolio 3
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 3
Palacios Wealth Management, LLC 3
CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF 3
Staley Capital Advisers Inc 3
Sessa Capital IM, L.P. 3
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 3
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 3
Salient Capital Advisors, LLC 3
Sava Infond d.o.o. 3
Boussard & Gavaudan Investment Management LLP 3
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 3
Vahanian & Associates Financial Planning Inc. 3
Jordan Park Group LLC 3
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 3
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 3
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 3
Davis-rea Ltd. 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 3
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 3
TSWFX - Perpetual Americas Funds Trust - TSW CORE PLUS BOND FUND Institutional Shares 3
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 3
Falcon Wealth Planning 3
Hall Kathryn A. 3
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 3
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
Yukon Wealth Management, Inc. 3
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF 3
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 3
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 3
Shelton Wealth Management, Llc 3
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 3
MUB - iSHARES TRUST - iShares National Muni Bond ETF 3
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 3
Steamboat Capital Partners, LLC 3
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 3
Penseco Financial Services Corp 3
GETCO Holding Company, LLC 3
Outfitter Advisors, Ltd. 3
Cazenove Capital Management Ltd 3
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 3
InterOcean Capital, LLC 3
Pandora Wealth, Inc. 3
Carl Domino Inc 3
Wallace Capital Management Inc. 3
Honeywell International Inc 3
Fairview Capital Investment Management, Llc 3
National Investment Services Inc /wi 3
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 3
Palisades Hudson Asset Management, L.P. 3
Haven Private, LLC 3
SummerHaven Investment Management, LLC 3
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 3
Ws Management Lllp 3
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 3
Atlantic Private Wealth, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 3
LRT Capital Management, LLC 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 3
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 3
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 3
Virginia Wealth Management Group, Inc. 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
Absoluto Partners Gestao de Recursos Ltda 3
Dow Chemical Co /de/ 3
Titus Wealth Management 3
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 3
Paladin Advisory Group, LLC 3
Sadoff Investment Management Llc 3
Selway Asset Management 3
Vestpro Financial Partners, Inc. Dba Cpf Texas 3
Oregon Pacific Wealth Management, LLC 3
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 3
Hershey Trust Co 3
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 3
Merrion Investment Management Co, LLC 3
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 3
Slow Capital, Inc. 3
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 3
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 3
James Hambro & Partners 3
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 3
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 3
Tegean Capital Management, Llc 3
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 3
Old West Investment Management, LLC 3
Advent International Corp/ma 3
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 3
Aubrey Capital Management Ltd 3
Oppenheimer Global Value Fund 3
Delta Capital Management Llc 3
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 3
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 3
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 3
Hansberger Global Investors Inc/fl 3
Pennsylvania Capital Management Inc /adv 3
Pomelo Capital LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 3
Bell & Brown Wealth Advisors, Llc 3
Broadway Wealth Solutions, Inc. 3
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 3
Destra Investment Trust Ii 3
South Street Advisors LLC 3
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 3
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 3
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 3
S. R. Schill & Associates 3
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 3
Williams & Novak, LLC 3
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 3
Palladiem, Llc 3
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 3
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 3
New England Asset Management Inc 3
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 3
Argentarii, LLC 3
Slocum, Gordon & Co LLP 3
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 3
Jnl Series Trust - Jnl/wmc Value Fund (a) 3
Carillon Tower Advisers, Inc. 3
Schroder Capital Funds (delaware) 3
Etesian Wealth Advisors, Inc. 3
Lumbard & Kellner, LLC 3
Hibernia Wealth Partners, LLC 3
Westbourne Investment Advisors, Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 3
Blackstone Real Estate Income Master Fund 3
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 3
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 3
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 3
Dividend Builder Portfolio 3
Inverness Investment Group, LLC 3
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 3
Oneamerica Funds Inc 3
Kickstand Ventures, Llc. 3
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 3
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 3
Syntax Research, Inc. 3
Stratton Management Co 3
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 3
Mcglinn Capital Management Inc 3
Prosperity Wealth Management, Inc. 3
Gabelli Multimedia Trust Inc. 3
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 3
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 3
Disciplina Capital Management LLC 3
PXLVX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS Fund Class A 3
J. L. Bainbridge & Co., Inc. 3
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 3
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 3
Lakeshore Financial Planning, Inc. 3
Eaton Vance Floating-rate 2022 Target Term Trust 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
Keudell/Morrison Wealth Management 3
Td Asset Management Usa Funds Inc. 3
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 3
Jana Partners Llc 3
Tweedy, Browne Co LLC 3
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 3
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 3
Lsp Investment Advisors, Llc 3
Capital Investment Counsel, Inc 3
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 3
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class 3
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 3
Madison Investment Advisors, LLC 3
Edgar Lomax Co/va 3
Family Legacy Financial Solutions, LLC 3
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 3
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 3
Revisor Wealth Management LLC 3
Western Asset Global Partners Income Fund Inc. 3
Goodwin Daniel L 3
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 3
Granite Harbor Advisors, Inc. 3
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 3
Putnam Investors Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 3
MSTI - Madison ETFs Trust - Madison Short-Term Strategic Income ETF 3
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 3
GMCDX - GMO TRUST - GMO Emerging Country Debt Fund Class III 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 3
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 3
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 3
Birmingham Capital Management Co Inc/al 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 3
Locust Wood Capital Advisers, Llc 3
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) 3
Timucuan Asset Management Inc/fl 3
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 3
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 3
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 3
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 3
Oppenheimer Rochester California Municipal Fund 3
Tradewinds Global Investors, LLC 3
Nuveen High Income 2020 Target Term Fund 3
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 3
Gabelli Go Anywhere Trust 3
CVRD - Madison ETFs Trust - Madison Covered Call ETF 3
Allianzgi Convertible & Income 2024 Target Term Fund 3
Nuveen Mortgage Opportunity Term Fund 3
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 3
Kercheville Advisors, LLC 3
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 3
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 3
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 3
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 3
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 3
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 3
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 3
ACEFX - Unified Series Trust - Absolute Strategies Fund Institutional Shares 3
PIMCO FUNDS - PIMCO U.S. Government and Short-Term Investments Portfolio 3
Fidelity D & D Bancorp Inc 3
Valley Forge Asset Management, Llc 3
Elevatus Welath Management 3
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 3
Brown Wealth Management, Llc 3
Hudson Canyon Capital Management 3
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 3
Eaton Vance Tax-managed Buy-write Income Fund 3
First Trust Enhanced Equity Income Fund 3
Steben Alternative Investment Funds 3
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class 3
Michael S. Ryan, Inc. 3
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 3
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 3
Voya Senior Income Fund 3
Pegasus Asset Management, Inc. 3
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 3
Bck Capital Management Lp 3
Gabelli Global Utility & Income Trust 3
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 3
SA FUNDS INVESTMENT TRUST - SA International Value Fund 3
Strategic Global Income Fund Inc 3
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 3
Hsbc Portfolios 3
FSMOX - FIDELITY SALEM STREET TRUST - Fidelity SAI Investment Grade Securitized Fund 3
Ninety One SA (PTY) Ltd 3
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 3
Voya International High Dividend Equity Income Fund 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
Mcmillion Capital Management Inc 3
Voya Emerging Markets High Dividend Equity Fund 3
Intellus Advisors LLC 3
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 3
Gabelli Healthcare & Wellnessrx Trust 3
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 3
Bravias Capital Group, LLC 3
HHG & Company, LLC 3
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 3
Portland Investment Counsel Inc. 3
Philadelphia Investment Partners New Generation Fund 3
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 3
General Atlantic Llc 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 3
Nokota Management, LP 3
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 3
IOO - iSHARES TRUST - iShares Global 100 ETF 3
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 3
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 3
PENN SERIES FUNDS INC - Small Cap Value Fund 3
Knott David M Jr 3
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. 3
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 3
Bessemer Securities Llc 3
First County Bank /CT/ 3
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 3
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 3
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 3
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 3
United Bank 3
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 3
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 3
Westhampton Capital, LLC 3
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 3
Raiff Partners Inc 3
Columbus Macro, LLC 3
Folger Hill Asset Management LP 3
Fidelity Colchester Street Trust 3
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 3
Signature Securities Group Corporation 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
TrueMark Investments, LLC 3
GRATRY & Co LLC 3
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 3
Strategies Wealth Advisors, LLC 3
Waycross Partners, Llc 3
Cardinal Point Capital Management, ULC 3
TPINX - TEMPLETON INCOME TRUST - Templeton Global Bond Fund Class A 3
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 3
Oppenheimer Limited-term Bond Fund 3
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 3
Adams Hall Wealth Advisors, LLC 3
Kennedy Investment Group 3
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 3
Financial Advisory Corp /ut/ /adv 3
Rockline Wealth Management, LLC 3
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 3
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 3
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 3
Arlington Financial Advisors, LLC 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
American Funds Fundamental Investors 3
MSF Capital, LLC 3
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 3
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 3
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 3
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 3
Strong Tower Advisory Services 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
Agran Libbie 3
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 3
Morgan Stanley India Investment Fund, Inc. 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 3
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 3
Dixon Mitchell Investment Counsel Inc. 3
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 3
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 3
Harbor Advisory Corp /ma/ 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 3
TIMOTHY PLAN - Timothy Strategic Variable 3
Trivant Custom Portfolio Group, LLC 3
Palestra Capital Management LLC 3
MSH Capital Advisors LLC 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 3
Benchmark Capital Advisors 3
Capital Advantage, Inc. 3
Federated Mdt Large Cap Value Fund 3
Credential Securities Inc. 3
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y 3
Baron Financial Group, LLC 3
Lomas Capital Management, LLC 3
National Wealth Management Group, LLC 3
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 3
Blue Pool Management Ltd. 3
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 3
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 3
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 3
Elkhorn Partners Limited Partnership 3
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 3
North Dallas Bank & Trust Co 3
One Wealth Management Investment & Advisory Services, LLC 3
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 3
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 3
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 3
Asset Management Group, Inc. 3
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 3
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 3
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 3
Townsend & Associates, Inc 3
Ellsworth Growth & Income Fund Ltd 3
Port Capital LLC 3
Hourglass Capital, Llc 3
Spence Asset Management 3
Brouwer & Janachowski, LLC 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
Imprint Wealth LLC 3
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 3
Brown Shipley& Co Ltd 3
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 3
Colton Groome Financial Advisors, Llc 3
WoodTrust Financial Corp 3
Quintet Private Bank (Europe) S.A. 3
Leonard Green & Partners, L.P. 3
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 3
O'Keefe Stevens Advisory, Inc. 3
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 3
Vivid Wealth Management, LLC 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 3
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 3
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 3
Ifrah Financial Services, Inc. 3
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 3
Bloom Tree Partners, Llc 3
Eagle Boston Investment Management Inc 3
Sentry Investments Corp. 3
McCarthy Grittinger Financial Group, LLC 3
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 3
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 3
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 3
Saxony Capital Management, LLC 3
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 3
Cm Wealth Advisors Llc 3
Stonebridge Capital Management Inc 3
ARS Wealth Advisors Group, LLC 3
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 3
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 3
Overland Advisors, LLC 3
BRCAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Balanced-Risk Commodity Strategy Fund Class A 3
Haverford Financial Services, Inc. 3
Luxor Capital Group, LP 3
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 3
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 3
Asset Allocation & Management Company, LLC 3
Security National Bank 3
Collective Family Office Llc 3
Eldridge Investment Advisors, Inc. 3
Trinity Financial Advisors LLC 3
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 3
Empire Financial Management Company, LLC 3
Harrington Investments, INC 3
Champlain Investment Partners, LLC 3
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 3
Capital Planning Advisors, LLC 3
Cahaba Wealth Management, Inc. 3
Orinda Asset Management LLC 3
QRMIX - AQR Funds - AQR Risk Parity II MV Fund Class I 3
Pacific Alternative Asset Management Company, Llc 3
STXK - EA Series Trust - Strive Small-Cap ETF 3
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 3
Hengehold Capital Management Llc 3
JUCY - ETF Series Solutions - Aptus Enhanced Yield ETF 3
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF 3
USGAX - MORGAN STANLEY US GOVERNMENT SECURITIES TRUST - Morgan Stanley US Government Securities Trust A 3
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 3
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 3
Global Strategic Investment Solutions, LLC 3
Montgomery Street Income Securities, Inc 3
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
Toews Corp /adv 3
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 3
Alpine Group Usvi, Llc 3
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 3
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 3
KFA Private Wealth Group, LLC 3
VMCVX - VALIC Co II - Mid Cap Value Fund 3
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 3
Diversified Investment Strategies, LLC 3
HOMPX - Series Portfolios Trust - HW Opportunities MP Fund 3
AJOVista, LLC 3
RPTC Inc. 3
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 3
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 3
Power Wealth Management Llc 3
Barlow Wealth Partners, Inc. 3
Ellington Income Opportunities Fund 3
Delta Lloyd Asset Management N.v. 3
First Interstate Bancsystem Inc 3
Flagship Private Wealth, LLC 3
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 3
Sage Capital Advisors,llc 3
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 3
Twin Lakes Capital Management, LLC 3
Oak Grove Capital LLC 3
Lakeshore Capital Group, Inc. 3
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 3
Elyxium Wealth, LLC 3
Transamerica Income Shares, Inc. 3
Financial Partners Group, Inc 3
Cantor Fitzgerald Investment Adviser L.p. 3
Fielder Capital Group LLC 3
Werba Rubin Papier Wealth Management 3
Liberty Street Advisors, Inc. 3
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 3
Rand Wealth, Llc 3
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 3
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 3
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 3
Laird Norton Trust Company, Llc 3
Platte River Capital LLC 3
Bristlecone Advisors, LLC 3
Santa Monica Partners Lp 3
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 3
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A 3
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 3
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 3
Breed's Hill Capital LLC 3
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 3
Sterling Capital Variable Insurance Funds 3
Noked Capital LTD 3
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 3
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 3
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 3
Sarasin & Partners LLP 3
Barings Funds Trust - Barings Diversified Income Fund Class A Shares 3
Guinness Atkinson Asset Management Inc 3
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF 3
Gibraltar Capital Management, Inc. 3
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 3
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 3
Paragon Associates & Paragon Associates Ii Joint Venture 3
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 3
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 3
MRGR - PROSHARES TRUST - ProShares Merger ETF 3
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 3
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 3
Rebalance, Llc 3
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 3
Rpo Llc 3
Arbor Investment Advisors, LLC 3
TSA Wealth Managment LLC 3
German American Bancorp, Inc. 3
Oppenheimer Dividend Opportunity Fund 3
Winthrop Capital Management, LLC 3
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF 3
Cypress Asset Management Inc/tx 3
Corbenic Partners LLC 3
BayBridge Capital Group, LLC 3
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 3
Matthew Goff Investment Advisor, LLC 3
Maj Invest Holding A/S 3
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 3
Old Port Advisors 3
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 3
PenderFund Capital Management Ltd. 3
Northstar Wealth Partners LLC 3
Acuity Investment Management Inc 3
Bedrijfstakpensioenfonds Voor De Media Pno 3
Family Legacy, Inc. 3
Pelham Global Financials Ltd 3
Spectrum Planning & Advisory Services Inc. 3
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 3
Wimmer Associates 1, Llc 3
Copia Wealth Management 3
American Fidelity Dual Strategy Fund Inc 3
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 3
Graphene Investments SAS 3
PhiloSmith Capital Corp 3
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 3
Portolan Capital Management, LLC 3
John Hancock Financial Opportunities Fund 3
Next Century Growth Investors Llc 3
ETBOX - E Trade Trust - E*TRADE No Fee U.S. Bond Index Fund 3
Signature Financial Management, Inc. 3
TCF National Bank 3
Talbot Financial, LLC 3
Silverlake Wealth Management Llc 3
Zhang Financial LLC 3
Promus Capital, LLC 3
Fairpointe Capital LLC 3
JGP Global Gestao de Recursos Ltda. 3
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 3
Oppenheimer Discovery Mid Cap Growth Fund 3
Lincoln Capital Corp 3
United Capital Management of KS, Inc. 3
MFA Wealth Services 3
Per Stirling Capital Management, LLC. 3
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 3
Trilogy Global Advisors Lp 3
MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. 3
Freedom Wealth Alliance, Llc 3
Steward Partners Investment Solutions, Llc 3
Estate Counselors, LLC 3
Morangie Management LLC 3
Ashford Capital Management Inc 3
KM Capital Management Ltd. 3
Columbia Etf Trust 3
Brown Financial Advisors 3
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A 3
West Tower Group, LLC 3
Cynosure Advisors, Llc 3
Sterling Investment Management, Inc. 3
Monterey Private Wealth, Inc. 3
Asset Advisors Investment Management, LLC 3
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 3
PENN SERIES FUNDS INC - Smid Cap Growth Fund 3
Left Brain Wealth Management, LLC 3
Chickasaw Capital Management Llc 3
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 3
HGI Capital Management, LLC 3
Auto-Owners Insurance Co 3
Oak Hill Wealth Advisors, Llc 3
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 3
Maia Wealth LLC 3
DAINX - Dunham Funds - Dunham International Stock Fund Class A 3
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 3
PENN SERIES FUNDS INC - Large Cap Value Fund 3
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 3
Tranquilli Financial Advisor LLC 3
Aviso Wealth Management 3
Board of Trustees of The Leland Stanford Junior University 3
Herring Creek Capital Management, LLC 3
FOMO - Collaborative Investment Series Trust - FOMO ETF 3
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 3
American Capital Management Inc 3
PHH Investments, Ltd. 3
Winton Series Trust 3
GSB Wealth Management, LLC 3
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 3
BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF 3
Egerton Capital (UK) LLP 3
Calvert Impact Fund Inc 3
EnRich Financial Partners LLC 3
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 3
Ccg Wealth Management, Llc 3
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class 3
1858 Wealth Management, Llc 3
Lineweaver Wealth Advisors, LLC 3
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 3
RDA Financial Network 3
Sls Management Llc 3
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 3
Enterprise Bank & Trust Co 3
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 3
Hardman Johnston Global Advisors LLC 3
Mosley Wealth Management 3
Flow State Investments, L.P. 3
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 3
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 3
Cowen Prime Services LLC 3
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 3
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 3
Main Management LLC 3
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 3
Brighthouse Funds Trust II - MFS Value Portfolio Class A 3
SCSSX - STERLING CAPITAL FUNDS - Sterling Capital Securitized Opportunities Fund A Class 3
Live Your Vision, LLC 3
Morgan Dempsey Capital Management Llc 3
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 3
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 3
Creekside Partners 3
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 3
Canyon Capital Advisors Llc 3
Lantz Financial LLC 3
Arista Wealth Management, LLC 3
Clifford Group, LLC 3
Eisler Capital (US) LLC 3
Davis Selected Advisers 3
Aragon Global Management, LP 3
LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares 3
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 3
Charles Schwab Investment Advisory, Inc. 3
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 3
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 3
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 3
Touchstone Investment Trust 3
Peak Financial Advisors Llc 3
Argonautica Private Wealth Management, Inc 3
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 3
RIA Advisory Group LLC 3
Blackrock Enhanced Government Fund, Inc. 3
Cognios Capital, LLC 3
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 3
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 3
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 3
Genesis Private Wealth, Llc 3
Lummis Asset Management, LP 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 3
M.e. Allison & Co., Inc. 3
Securian Funds Trust - SFT T. Rowe Price Value Fund 3
Bulltick Wealth Management, LLC 3
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 3
Riverview Capital Advisers, LLC 3
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 3
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 3
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 3
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 3
Urban Financial Advisory Corp 3
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 3
Davidson & Garrard Inc 3
Kuhn & Co Investment Counsel 3
Maiden Cove Capital, LLC 3
Mitchell Mcleod Pugh & Williams Inc 3
KKM Financial LLC 3
Vantage Financial Partners Ltd., Inc. 3
Unisphere Establishment 3
Palo Alto Wealth Advisors, Llc 3
MML SERIES INVESTMENT FUND - MML Global Fund Class I 3
Prospect Financial Services LLC 3
SigFig Wealth Management, LLC 3
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 3
Plimoth Trust Co Llc 3
TB Alternative Assets Ltd. 3
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 3
Ullmann Financial Group, Inc. 3
Manning & Napier Group, LLC 3
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 3
BOSS - Global X Funds - Global X Founder-Run Companies ETF 3
Private Wealth Advisors, LLC 3
Stableford Capital Ii Llc 3
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 3
Evelyn Partners Investment Management (Europe) Ltd 3
Teachers Insurance & Annuity Association Of America 3
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
Bristol Advisors, LLC 3
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 3
RAMIX - Advisor Managed Portfolios - Ramirez Core Bond Fund Institutional Class 3
Asset Advisors Corp 3
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
Dg Capital Management Inc 3
Epacria Capital Partners, Llc 3
Lodestar Private Asset Management Llc 3
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 3
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 3
Pcg Asset Management, Llc 3
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 3
Hutchens Investment Management Inc 3
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 3
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 3
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 3
Trinity Legacy Partners, LLC 3
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 3
Empire Life Investments Inc. 3
Itau USA Asset Management Inc. 3
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 3
InTrack Investment Management Inc 3
WEDRX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Debt Fund Class R6 3
True Vision MN LLC 3
Jessup Wealth Management, Inc 3
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 3
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 3
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 3
Seed Wealth Management, Inc. 3
Edmond de Rothschild (Europe) 3
PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I 3
Ables, Iannone, Moore & Associates, Inc. 3
Hartree Partners, LP 3
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 3
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 3
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 3
Spectrum Financial Alliance Ltd LLC 3
Oppenheimer Discovery Fund 3
Huber Capital Management LLC 3
Unique Wealth, Llc 3
Blackrock Enhanced Global Dividend Trust 3
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 3
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 3
Afam Capital, Inc. 3
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 3
AA Financial Advisors, LLC 3
Pine Harbor Wealth Management, LLC 3
Pembroke Management, LTD 3
Fs Multi-alternative Income Fund 3
Veritas Investment Partners (UK) Ltd. 3
AFS Financial Group, LLC 3
Eton Park Capital Management, L.P. 3
Schear Investment Advisers, LLC 3
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 3
Swiss Helvetia Fund, Inc. 3
Sonic Fund II, L.P. 3
Plan Investment Fund Inc 3
Lee Capital Management LP 3
Strategic Planning Group, Llc 3
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 3
TCUGX - TRUST FOR CREDIT UNIONS - Enhanced Income Intermediate Duration Credit Portfolio - Investor Shares 3
Carmignac Gestion 3
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 3
Family Asset Management, LLC 3
Context Capital Funds 3
Retirement Financial Solutions, Llc 3
Sassicaia Capital Advisers Llc 3
Bornite Capital Management LP 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
Birchbrook, Inc. 3
Cvi Holdings, Llc 3
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 3
NODE - VanEck Funds - Onchain Economy ETF 3
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 3
Violich Capital Management, Inc. 3
Border to Coast Pensions Partnership Ltd 3
Red Cedar Capital, LLC 3
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 3
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 3
Schooner Investment Group, LLC. 3
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 3
Fishman Jay A Ltd/mi 3
Highfields Capital Management Lp 3
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 3
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 3
FONPX - Tributary Funds, Inc. - Tributary Nebraska Tax-Free Fund Institutional Plus Class 3
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF 3
QVT Financial LP 3
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 3
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 3
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 3
Fortress Wealth Group, LLC 3
QTPI - Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF 3
KC Investment Advisors, LLC 3
Carnegie Lake Advisors LLC 3
WIREX - PFS FUNDS - Wireless Fund 3
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 3
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 3
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 3
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 3
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 3
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 3
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 3
Brightworth 3
KARB - ETF Series Solutions - Carbon Strategy ETF 3
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 3
Telemark Asset Management, LLC 3
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 3
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 3
Madison Covered Call & Equity Strategy Fund 3
First Fiduciary Investment Counsel, Inc. 3
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 3
Holos Integrated Wealth LLC 3
Sigma Investment Counselors Inc 3
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 3
Gratus Wealth Advisors, LLC 3
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 3
M&G Plc 3
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 3
Foxby Corp. 3
Cannon Financial Strategists, Inc. 3
Ellsworth Advisors, LLC 3
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF 3
Dividend & Income Fund 3
Grisanti Capital Management LLC 3
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 3
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 3
Wealth Group, Ltd. 3
Johnson & White Wealth Management, LLC 3
Coordinated Financial Services, Inc./CO 3
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 3
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 3
GFI Investment Counsel Ltd. 3
Wright Managed Income Trust 3
Majedie Asset Management Ltd 3
Tandem Investment Advisors, Inc. 3
GMSAX - GOLDMAN SACHS TRUST - Goldman Sachs Managed Futures Strategy Fund Class A 3
Harold Davidson & Associates Inc. 3