Security Brokers, Dealers, and Flotation Companies - 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
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 245
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 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
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 186
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 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
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 180
QGMIX - AQR Funds - AQR Global Macro Fund Class I 180
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 178
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 175
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 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
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 165
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 165
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 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
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 151
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 151
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 150
Six Circles Trust - Six Circles Global Bond Fund 148
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 146
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income 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
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
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 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
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 127
JASVX - James Alpha Funds Trust - James Alpha Structured Credit Value Fund Class A 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
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 123
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 123
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 122
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 122
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 121
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 120
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 120
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 120
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 120
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 120
RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares 118
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
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
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 105
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
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 103
JASVX - SARATOGA ADVANTAGE TRUST - James Alpha Structured Credit Value Portfolio Class A 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
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 97
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 97
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 97
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 97
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 97
EBSAX - RBB FUND, INC. - Campbell Systematic Macro Fund Class A Shares 97
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 95
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 94
UBS Group AG 94
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 94
NOBOX - Northern Funds - Northern Bond Index Fund 94
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 94
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 93
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 93
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 93
Susquehanna International Group, Llp 91
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 91
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 91
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 91
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 91
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 91
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 90
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 90
Pnc Financial Services Group, Inc. 90
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 89
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 89
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 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
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 89
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 89
GPMFX - GPS Funds II - GuidePath(R) Managed Futures Strategy Fund Service Shares 88
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 88
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 88
BRACX - Blackrock Allocation Target Shares - Bats Series C 88
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 88
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 88
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 87
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 87
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 87
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 86
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 86
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 86
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 86
Proequities, Inc. 86
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 86
Invesco Bond Fund 86
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 86
Bank Of America Corp /de/ 85
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 85
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 85
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 85
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 85
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 85
Citadel Advisors Llc 85
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 85
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 84
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 84
Royal Bank Of Canada 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
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 82
Morgan Stanley 82
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 82
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 82
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 82
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 82
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 82
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 82
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 82
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 82
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 81
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 81
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 81
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 81
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 81
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 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
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 80
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 80
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 79
Sonora Investment Management, LLC 79
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A 79
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 79
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 78
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 78
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 78
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 78
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 78
Wells Fargo & Company/mn 78
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 78
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 78
RCTRX - Advisor Managed Portfolios - Regan Total Return Income Fund Investor Class 77
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 77
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 77
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 77
Goldman Sachs Group Inc 77
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 77
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 77
Jane Street Group, Llc 76
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 76
PIMCO FUNDS - PIMCO Short Asset Portfolio 76
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 76
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 76
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 76
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 76
Tower Research Capital LLC (TRC) 76
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 76
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
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 75
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 75
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 75
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 75
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 75
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 75
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 74
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 74
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 74
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 74
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 74
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 74
GGBFX - GuideStone Funds - Global Bond Fund Investor 74
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 73
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 73
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 73
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 73
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 73
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 72
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 72
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 72
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 72
EIXIX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Income Strategy Fund Class I 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
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 72
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 72
Advanced Series Trust - Ast Advanced Strategies Portfolio 72
Advisor Group Holdings, Inc. 71
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 71
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 71
Ameriprise Financial Inc 71
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 71
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 71
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 70
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 70
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 70
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 70
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 70
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 70
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 70
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 70
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 70
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 69
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 69
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 69
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 69
IFP Advisors, Inc 69
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 69
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 69
Pimco Dynamic Income Fund 69
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 69
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 69
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 69
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 69
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 68
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 68
RCTRX - Trust for Advised Portfolios - Regan Total Return Income Fund Investor Class 68
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 68
Citigroup Inc 68
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 68
Jpmorgan Chase & Co 68
STFBX - Advisers Investment Trust - State Farm Balanced Fund 68
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 68
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 68
Fmr Llc 68
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 68
Six Circles Trust - Six Circles Credit Opportunities Fund 68
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
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 67
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 67
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
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 66
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 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
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 65
Credit Suisse Ag/ 65
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 65
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 64
LPL Financial LLC 64
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 64
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 64
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 64
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 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
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 64
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 63
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 63
Tcw Strategic Income Fund Inc 63
Ladenburg Thalmann Financial Services Inc 63
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 63
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 63
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 63
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 62
Barclays Plc 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
DPFAX - Northern Lights Fund Trust - Deer Park Total Return Credit Fund Class A 62
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 62
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 61
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 61
TRANSAMERICA FUNDS - Transamerica Core Bond I2 61
Ubs Ag 61
BlackRock, Inc. 61
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 61
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 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
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 61
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 60
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 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
Creative Planning 60
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 60
Virtu Financial LLC 60
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 59
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 59
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 59
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 59
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 59
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 59
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 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
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 58
BRASX - Blackrock Allocation Target Shares - Bats Series S 58
Bank Of Montreal /can/ 58
Millennium Management Llc 58
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 58
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 58
American International Group, Inc. 58
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 58
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 58
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 58
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 57
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 57
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 57
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 57
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 57
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 57
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 56
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 56
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 56
Bank of New York Mellon Corp 56
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 56
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 56
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 56
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 56
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 56
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 56
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 56
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 55
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 55
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 55
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 55
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 55
Bnp Paribas Arbitrage, Sa 55
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 55
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 55
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 55
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 55
JNL SERIES TRUST - JNL Bond Index Fund (I) 55
Pimco Flexible Credit Income Fund 55
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 55
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 55
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 55
RDMAX - Mutual Fund & Variable Insurance Trust - Rational/ReSolve Adaptive Asset Allocation Fund Class A 54
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 54
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 54
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 54
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 54
Advisory Services Network, LLC 54
HighTower Advisors, LLC 54
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 54
Northwestern Mutual Wealth Management Co 54
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 54
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 54
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 53
Renaissance Technologies Llc 53
Parallax Volatility Advisers, L.P. 53
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
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 53
Parametric Portfolio Associates Llc 53
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 53
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 53
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 53
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 53
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 53
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 53
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 53
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 53
PIMCO FUNDS - PIMCO ABS and Short-Term Investments Portfolio 53
Envestnet Asset Management Inc 52
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 52
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 52
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 52
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 52
Us Bancorp \de\ 52
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 52
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 52
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 52
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 51
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 51
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 51
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 51
PIMCO FUNDS - PIMCO Sector Fund Series - I 51
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 51
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 51
Advisor Group, Inc. 51
Cwm, Llc 51
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 51
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 50
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 50
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 50
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 50
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 50
SG Americas Securities, LLC 50
Raymond James & Associates 50
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 50
Stifel Financial Corp 50
Invesco Ltd. 49
Glenmede Trust Co Na 49
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 49
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 49
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 49
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 49
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 49
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 49
Sei Investments Co 49
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 49
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 49
Northern Trust Corp 49
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 49
Geode Capital Management, Llc 49
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 48
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 48
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 48
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 48
National Asset Management, Inc. 48
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 48
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 48
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 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
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 48
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 48
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 48
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 48
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 47
Hrt Financial Lp 47
Manufacturers Life Insurance Company, The 47
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 47
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 47
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 47
Nuveen Preferred & Income Opportunities Fund 47
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 47
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 47
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 47
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 47
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 47
Wolverine Trading, Llc 47
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 47
Fifth Third Bancorp 47
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 47
Captrust Financial Advisors 46
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 46
Comerica Bank 46
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 46
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 46
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 46
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 46
Victory Capital Management Inc 46
WAVEX - NORTHERN LIGHTS FUND TRUST II - Longboard Managed Futures Strategy Fund Class A Shares 46
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 46
State Street Corp 46
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 46
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 46
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 45
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 45
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 45
Alliancebernstein Global High Income Fund Inc 45
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 45
Marshall Wace, Llp 45
Bessemer Group Inc 45
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 45
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 45
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 45
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 45
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 45
JDJRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Macro Fund Class R6 45
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 45
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 45
Thrivent Financial For Lutherans 45
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 45
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 45
Two Sigma Investments, Lp 45
Simplex Trading, Llc 44
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 44
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 44
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 44
Rhumbline Advisers 44
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 44
Cambridge Investment Research Advisors, Inc. 44
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 44
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 44
Vanguard Group Inc 44
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 44
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 44
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 44
Nomura Holdings Inc 44
Raymond James Financial Services Advisors, Inc. 44
Two Sigma Securities, Llc 44
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 44
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 44
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 44
Prelude Capital Management, Llc 43
ACSKX - American Century Investment Trust - Short Duration Fund C Class 43
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 43
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 43
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 43
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 43
BlackRock ETF Trust II - BlackRock Total Return ETF 43
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 43
Alliancebernstein L.p. 43
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 43
EQCHX - Investment Managers Series Trust II - AXS Chesapeake Strategy Fund Class I Shares 43
D. E. Shaw & Co., Inc. 43
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 43
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 43
IOFAX - MUTUAL FUND SERIES TRUST - AlphaCentric Income Opportunities Fund Class A 43
Old Mission Capital Llc 43
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 43
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 43
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 43
VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative 43
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 43
GWM Advisors LLC 43
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 43
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 43
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 43
MetLife Securities, Inc 43
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 43
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 42
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 42
Prudential Financial Inc 42
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 42
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 42
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 42
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 42
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 42
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A 42
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 42
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 42
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 42
Rockefeller Capital Management L.P. 42
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 42
Private Advisor Group, LLC 42
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 42
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 42
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 42
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 41
Allworth Financial LP 41
Commonwealth Equity Services, Llc 41
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 41
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 41
Paloma Partners Management Co 41
Russell Investments Group, Ltd. 41
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 41
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 41
First Trust Advisors Lp 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 41
NEXT Financial Group, Inc 41
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 41
Guggenheim Capital Llc 41
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB 41
Walleye Trading LLC 41
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 41
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 41
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 41
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 41
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 41
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 41
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 41
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 40
O'shaughnessy Asset Management, Llc 40
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 40
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 40
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 40
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 40
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 40
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 40
D.a. Davidson & Co. 40
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 40
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 40
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 40
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 40
Walleye Capital LLC 40
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 40
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 40
Truist Financial Corp 40
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 40
Group One Trading, L.p. 40
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 40
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 40
Two Sigma Advisers, Lp 40
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 40
Geneos Wealth Management Inc. 40
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 40
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 40
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 40
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 40
Janney Montgomery Scott LLC 40
New York State Common Retirement Fund 40
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 40
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 40
Signaturefd, Llc 40
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 40
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 40
American Portfolios Advisors 40
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 39
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 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
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 39
Assetmark, Inc 39
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 39
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 39
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 39
EQ ADVISORS TRUST - EQ/PIMCO Global Real Return Portfolio Class K 39
Parallel Advisors, LLC 39
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 39
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 39
California Public Employees Retirement System 39
Raymond James Financial Inc 39
Acadian Asset Management Llc 39
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 39
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 39
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 39
Cornerstone Planning Group LLC 39
Dimensional Fund Advisors Lp 39
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 39
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 39
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 39
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 39
Aqr Capital Management Llc 39
Cetera Advisor Networks LLC 39
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 39
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 39
Gsa Capital Partners Llp 39
Ancora Advisors, LLC 39
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 39
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 38
Lazard Asset Management Llc 38
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 38
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 38
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 38
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 38
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 38
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 38
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 38
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 38
Balyasny Asset Management Llc 38
Quadrant Capital Group Llc 38
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 38
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 38
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 38
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 38
Charles Schwab Investment Management Inc 38
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 38
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 38
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 38
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 38
Advisors Asset Management, Inc. 38
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 38
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 38
Sowell Financial Services LLC 38
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 38
BlackRock ETF Trust II - BlackRock Flexible Income ETF 38
Squarepoint Ops LLC 38
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 37
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 37
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 37
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 37
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 37
FXIRX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series R Series R 37
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 37
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 37
Huntington National Bank 37
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 37
BlackRock Investment Management, LLC 37
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 37
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 37
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 37
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 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
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 37
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 37
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 37
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 37
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 37
Legal & General Group Plc 37
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 37
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 37
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 37
Panagora Asset Management Inc 37
California State Teachers Retirement System 37
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 37
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 37
Federation des caisses Desjardins du Quebec 37
Sofos Investments, Inc. 37
Cetera Investment Advisers 37
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 37
Cohen & Steers Reit & Preferred Income Fund Inc 37
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 37
Verition Fund Management LLC 37
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 37
CIBC Private Wealth Group, LLC 37
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 37
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 37
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 37
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 37
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 37
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 37
Cohen & Steers Select Preferred & Income Fund, Inc. 36
Stratos Wealth Partners, LTD. 36
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 36
Global Retirement Partners, LLC 36
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 36
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 36
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 36
Tudor Investment Corp Et Al 36
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 36
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 36
Ubs Asset Management Americas Inc 36
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 36
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 36
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 36
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 36
First Horizon Advisors, Inc. 36
Wellington Management Group Llp 36
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 36
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 36
Qube Research & Technologies Ltd 36
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 36
Spire Wealth Management 36
BlackRock Fund Advisors 36
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 36
PIMCO FUNDS - PIMCO Low Duration Portfolio 36
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 36
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 35
Cutler Group LP 35
Hsbc Holdings Plc 35
Western Asset Investment Grade Defined Opportunity Trust Inc. 35
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund 35
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 35
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 35
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 35
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 35
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 35
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 35
Jefferies Group LLC 35
Oxford Asset Management Llp 35
REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class 35
Principal Securities, Inc. 35
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 35
Mml Investors Services, Llc 35
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 35
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 35
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 35
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 35
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 35
Voya Investment Management Llc 35
John Hancock Income Securities Trust 35
Pimco Corporate & Income Opportunity Fund 35
Strs Ohio 35
Harbour Investments, Inc. 35
Western Asset Income Fund 35
Ground Swell Capital, LLC 35
Blackrock Corporate High Yield Fund, Inc. 35
Wolverine Asset Management Llc 35
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 35
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 35
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 35
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 35
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 34
CIBC World Markets Inc. 34
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 34
FundVantage Trust - Verplanck Balanced Fund 34
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 34
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 34
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 34
Schonfeld Strategic Advisors LLC 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
First Trust Intermediate Duration Preferred & Income Fund 34
WFG Advisors, LP 34
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 34
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 34
NOCBX - Northern Funds - Northern Core Bond Fund 34
Voya Prime Rate Trust 34
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 34
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 34
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 34
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 34
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 34
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 34
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 34
Federated Hermes, Inc. 34
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 34
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 34
Cubist Systematic Strategies, LLC 34
Sterling Capital Management LLC 34
BlackRock Advisors LLC 34
NOFIX - Northern Funds - Northern Fixed Income Fund 34
Blackrock Core Bond Trust 34
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 34
Blackrock Multi-sector Income Trust 34
Macquarie Group Ltd 34
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 34
Fisher Asset Management, LLC 34
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 34
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 33
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 33
Los Angeles Capital Management Llc 33
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 33
Teacher Retirement System Of Texas 33
Manager Directed Portfolios - Pemberwick Fund Shares 33
College Retirement Equities Fund 33
Price T Rowe Associates Inc /md/ 33
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 33
Jane Street Holding, LLC 33
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 33
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 33
Trexquant Investment LP 33
Allianz Asset Management GmbH 33
American Century Companies Inc 33
Arrowstreet Capital, Limited Partnership 33
Clear Street Markets Llc 33
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 33
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 33
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 33
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 33
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 33
Brookstone Capital Management 33
Ronald Blue Trust, Inc. 33
Mariner, LLC 33
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 33
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 33
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 33
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 33
Nuveen Asset Management, LLC 33
Flow Traders U.s. Llc 33
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 33
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 33
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 33
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 33
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 33
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 33
Farther Finance Advisors, LLC 33
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 33
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 32
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 32
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 32
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 32
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 32
Norges Bank 32
Metropolitan Life Insurance Co/ny 32
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 32
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 32
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 32
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 32
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 32
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 32
Connor, Clark & Lunn Investment Management Ltd. 32
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 32
Boothbay Fund Management, Llc 32
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 32
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 32
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 32
BlackRock Institutional Trust Company, N.A. 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
Russell Frank Co/ 32
Pimco Dynamic Credit & Mortgage Income Fund 32
Blackrock Ltd Duration Income Trust 32
Parkside Financial Bank & Trust 32
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 32
Calamos Strategic Total Return Fund 32
Point72 Asset Management, L.P. 32
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 32
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Aggressive Portfolio 32
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 32
Belpointe Asset Management LLC 32
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 32
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 32
Landscape Capital Management, L.l.c. 32
Meeder Asset Management Inc 32
Private Capital Group, LLC 32
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 31
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 31
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 31
Sawtooth Solutions, LLC 31
Jones Financial Companies Lllp 31
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 31
National Bank Of Canada /fi/ 31
Larson Financial Group LLC 31
Engineers Gate Manager LP 31
Neuberger Berman Group LLC 31
Franklin Resources Inc 31
Ameritas Investment Partners, Inc. 31
Tiaa-cref Funds 31
Plante Moran Financial Advisors, LLC 31
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 31
Nuveen Multi-Asset Income Fund 31
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 31
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 31
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 31
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 31
Eaton Vance Management 31
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 31
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 31
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 31
PDT Partners, LLC 31
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 31
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 31
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 31
Pacer Advisors, Inc. 31
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 31
Nuveen Preferred & Income Securities Fund 31
Highlander Capital Management, LLC 31
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 31
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 31
Public Employees Retirement System Of Ohio 31
MAI Capital Management 31
Nationwide Fund Advisors 31
State Board Of Administration Of Florida Retirement System 31
Carroll Financial Associates, Inc. 31
Penserra Capital Management LLC 31
OMBIX - JPMORGAN TRUST II - JPMorgan Mortgage-Backed Securities Fund Class I 31
Great West Life Assurance Co /can/ 31
First Manhattan Co 31
Kestra Advisory Services, LLC 31
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 31
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 31
Flaherty & Crumrine Preferred Securities Income Fund Inc 30
ORG Partners LLC 30
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 30
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Conservative Portfolio 30
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 30
SRS Capital Advisors, Inc. 30
International Assets Investment Management, Llc 30
Orion Portfolio Solutions, LLC 30
United Capital Financial Advisers, Llc 30
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 30
Principal Financial Group Inc 30
Teachers Advisors, Llc 30
Tiaa Cref Investment Management Llc 30
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 30
Whittier Trust Co 30
EverSource Wealth Advisors, LLC 30
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 30
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 30
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 30
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 30
Gamco Investors, Inc. Et Al 30
Blair William & Co/il 30
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 30
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 30
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 30
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 30
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 30
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 30
Quantbot Technologies LP 30
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 30
Commonwealth Equity Services, Inc 30
PEAK6 Investments, L.P. 30
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 30
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 30
Massmutual Trust Co Fsb/adv 30
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 30
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 30
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 30
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 30
FNY Investment Advisers, LLC 30
Managed Account Advisors Llc 30
Umb Bank N A/mo 30
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 30
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 30
Allspring Global Investments Holdings, LLC 30
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 30
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 29
MUFG Americas Holdings Corp 29
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 29
Blackrock Credit Allocation Income Trust 29
Wealthcare Advisory Partners LLC 29
AdvisorNet Financial, Inc 29
Principal Funds Inc 29
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 29
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 29
ProShare Advisors LLC 29
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 29
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 29
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 29
Bridgeway Capital Management Inc 29
Nuveen Preferred & Income Term Fund 29
Gradient Investments LLC 29
ExodusPoint Capital Management, LP 29
BlackRock Group LTD 29
Money Concepts Capital Corp 29
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 29
Capstone Investment Advisors, Llc 29
Mackenzie Financial Corp 29
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 29
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 29
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 29
Man Group plc 29
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 29
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 29
TCI Wealth Advisors, Inc. 29
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 29
Baird Financial Group, Inc. 29
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 29
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 29
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 29
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 29
Oppenheimer & Co Inc 29
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 29
VCSBX - VALIC Co II - Strategic Bond Fund 29
Brown Brothers Harriman & Co 29
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 29
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 29
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 29
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 29
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 29
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 29
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 29
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 29
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 29
KBC Group NV 29
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 29
Axa S.a. 29
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 29
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 29
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 29
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 29
RMB Capital Management, LLC 29
Sigma Planning Corp 28
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 28
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 28
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 28
Toroso Investments, LLC 28
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 28
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 28
Lindbrook Capital, Llc 28
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 28
NOSGX - Northern Funds - Northern Small Cap Value Fund 28
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 28
Jfs Wealth Advisors, Llc 28
Hillsdale Investment Management Inc. 28
CPSIX - Unified Series Trust - Fci Bond Fund 28
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 28
Hancock Whitney Corp 28
Tocqueville Asset Management L.p. 28
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 28
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 28
Public Employees Retirement Association Of Colorado 28
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 28
MetLife Investment Management, LLC 28
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 28
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 28
Crossmark Global Holdings, Inc. 28
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 28
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 28
Howe & Rusling Inc 28
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 28
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 28
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 28
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 28
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 28
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 28
Public Sector Pension Investment Board 28
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 28
Mirae Asset Global Investments Co., Ltd. 28
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 28
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 28
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 28
Healthcare Of Ontario Pension Plan Trust Fund 28
M&t Bank Corp 28
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 28
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 28
Schroder Investment Management Group 28
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 28
Atria Investments Llc 28
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 28
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 28
AE Wealth Management LLC 28
A.R.T. Advisors, LLC 28
VCAAX - VALIC Co I - Asset Allocation Fund 28
Snowden Capital Advisors LLC 28
Alpine Global Management, LLC 28
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 28
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 28
IWV - iSHARES TRUST - iShares Russell 3000 ETF 28
Alberta Investment Management Corp 28
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 28
CoreCap Advisors, LLC 28
OMERS ADMINISTRATION Corp 28
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 28
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 28
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 28
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 28
Laurion Capital Management LP 28
Highbridge Capital Management Llc 28
Zurcher Kantonalbank (Zurich Cantonalbank) 28
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 28
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 28
State Of Wisconsin Investment Board 28
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 28
Amalgamated Bank 28
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 27
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 27
Vanguard Index Funds 27
Exchange Traded Concepts, Llc 27
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 27
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 27
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 27
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 27
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 27
Dynamic Technology Lab Private Ltd 27
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 27
Core Bond Portfolio - Core Bond Portfolio 27
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 27
Eqis Capital Management, Inc. 27
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 27
Brinker Capital Investments, LLC 27
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 27
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 27
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional 27
Flaherty & Crumrine Total Return Fund Inc 27
Flaherty & Crumrine Preferred Income Fund Inc 27
Wedbush Securities Inc 27
Ellevest, Inc. 27
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 27
Cerity Partners LLC 27
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 27
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 27
Marshall Wace North America L.P. 27
SRDBX - STONE RIDGE TRUST - Stone Ridge Diversified Alternatives Fund Class M 27
Weiss Asset Management LP 27
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 27
Credit Agricole S A 27
Pimco Income Opportunity Fund 27
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 27
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 27
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 27
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 27
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 27
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 27
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 27
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 27
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 27
Jump Financial, LLC 27
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 27
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 27
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 27
Css Llc/il 27
Shell Asset Management Co 27
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 27
Mfs Multimarket Income Trust 27
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 27
Capital Fund Management S.a. 27
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 27
Valeo Financial Advisors, LLC 27
CENTRAL TRUST Co 27
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 27
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 27
VDAFX - VALIC Co I - Dynamic Allocation Fund 27
Rehmann Capital Advisory Group 27
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 27
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 27
Putnam Investments Llc 27
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 27
Cresset Asset Management, LLC 27
Berman Capital Advisors, LLC 27
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 27
Regal Investment Advisors LLC 26
JNBA Financial Advisors 26
Proficio Capital Partners LLC 26
Cetera Advisors LLC 26
HAP Trading, LLC 26
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 26
Private Trust Co Na 26
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 26
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 26
PEAK6 Investments LLC 26
Centiva Capital, LP 26
Mercer Global Advisors Inc /adv 26
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 26
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 26
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 26
Avantax Advisory Services, Inc. 26
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 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
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 26
Regions Financial Corp 26
Susquehanna Fundamental Investments, Llc 26
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 26
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 26
Compagnie Lombard Odier SCmA 26
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 26
Hbk Investments L P 26
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 26
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 26
Toronto Dominion Bank 26
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 26
RidgeWorth Capital Management LLC 26
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 26
Brown Advisory Inc 26
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 26
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 26
Gabelli Funds Llc 26
Smithfield Trust Co 26
Coldstream Capital Management Inc 26
John Hancock Hedged Equity & Income Fund 26
Janus Henderson Group Plc 26
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 26
Versant Capital Management, Inc 26
Cohen & Steers Infrastructure Fund Inc 26
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 26
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 26
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 26
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 26
Stevens Capital Management Lp 26
Prospera Financial Services Inc 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
PIMCO FUNDS - PIMCO International Portfolio 26
Dupont Capital Management Corp 26
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 26
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 26
Nisa Investment Advisors, Llc 26
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 26
Aperio Group, LLC 26
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 26
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 26
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 26
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 26
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 26
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 26
Resources Investment Advisors, LLC. 26
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 26
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 26
CFICX - CALVERT FUND - Calvert Income Fund Class A 26
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 26
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 26
Patriot Financial Group Insurance Agency, LLC 26
Ellington Management Group Llc 26
IHT Wealth Management, LLC 26
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 26
Magnetar Financial LLC 26
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 26
Calamos Long/Short Equity & Dynamic Income Trust 26
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 26
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 26
New York State Teachers Retirement System 26
Wealth Enhancement Advisory Services, Llc 26
Benjamin F. Edwards & Company, Inc. 26
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 26
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 26
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 26
Brandywine Global Investment Management, LLC 26
Jacobs Levy Equity Management, Inc 26
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 26
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 26
Martingale Asset Management L P 26
FDx Advisors, Inc. 26
XTX Topco Ltd 25
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 25
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 25
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 25
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 25
LMR Partners LLP 25
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 25
1832 Asset Management L.P. 25
Zacks Investment Management 25
WealthPLAN Partners, LLC 25
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 25
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 25
Mfs Charter Income Trust 25
Asset Management One Co., Ltd. 25
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 25
First Republic Investment Management, Inc. 25
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 25
Gemmer Asset Management LLC 25
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 25
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 25
C M Bidwell & Associates Ltd 25
Voloridge Investment Management, Llc 25
PFFD - Global X Funds - Global X U.S. Preferred ETF 25
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 25
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 25
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 25
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 25
Teachers Retirement System Of The State Of Kentucky 25
Flagship Harbor Advisors, Llc 25
TD Waterhouse Canada Inc. 25
Fox Run Management, L.l.c. 25
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 25
Campbell & CO Investment Adviser LLC 25
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 25
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 25
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 25
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 25
Park Avenue Securities Llc 25
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 25
Capstone Asset Management Co 25
SBI Securities Co., Ltd. 25
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 25
Emerald Acquisition Ltd. 25
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 25
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 25
Yorktown Management & Research Co Inc 25
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 25
Creative Financial Designs Inc /adv 25
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 25
GAMMA Investing LLC 25
Nbc Securities, Inc. 25
Td Asset Management Inc 25
Trust Co Of Vermont 25
Catalyst Capital Advisors LLC 25
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 25
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 25
Bayesian Capital Management, LP 25
APG Asset Management N.V. 25
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 25
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 25
Nomura Asset Management Co Ltd 25
First Allied Advisory Services, Inc. 25
Quadrature Capital Ltd 25
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 25
Cary Street Partner Investment Advisory Llc 25
Arkadios Wealth Advisors 25
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 25
BlueCrest Capital Management Ltd 25
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 25
Golden State Wealth Management, LLC 25
Point72 Hong Kong Ltd 25
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 25
Loomis Sayles & Co L P 25
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 24
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 24
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 24
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 24
Yousif Capital Management, Llc 24
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 24
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 24
Bokf, Na 24
APSTX - Cavanal Hill Funds - Limited Duration Fund Investor 24
Natixis Advisors, L.p. 24
Tfs Capital Investment Trust 24
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 24
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 24
Pimco Strategic Income Fund, Inc 24
Pinnacle Wealth Planning Services, Inc. 24
Swiss National Bank 24
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 24
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 24
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 24
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 24
Bank Of Nova Scotia 24
Vantagepoint Funds 24
Suntrust Banks Inc 24
Quantamental Technologies LLC 24
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 24
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 24
Profund Advisors Llc 24
LS Investment Advisors, LLC 24
Pimco Income Strategy Fund Ii 24
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 24
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 24
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 24
PineBridge Investments, L.P. 24
Ameritas Advisory Services, LLC 24
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 24
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 24
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 24
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 24
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 24
Weiss Multi-Strategy Advisers LLC 24
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 24
DRW Securities, LLC 24
Vanguard World Fund 24
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 24
Natixis 24
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 24
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 24
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 24
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 24
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 24
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 24
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 24
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 24
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 24
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 24
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 24
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 24
Arizona State Retirement System 24
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 24
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 24
State Farm Mutual Fund Trust 24
Convergence Investment Partners, LLC 24
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 24
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 24
Y-Intercept (Hong Kong) Ltd 24
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 24
State Farm Variable Product Trust 24
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 24
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 24
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 24
Atria Wealth Solutions, Inc. 24
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 24
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 24
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 24
Bb&t Securities, Llc 24
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 24
Aigen Investment Management, Lp 24
AMP Capital Investors Ltd 24
GAM Holding AG 24
Synovus Financial Corp 24
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 24
Hartland & Co., LLC 24
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 24
Robeco Institutional Asset Management B.V. 23
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 23
Farmers & Merchants Investments Inc 23
We Are One Seven, LLC 23
Covestor Ltd 23
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 23
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 23
QS Investors, LLC 23
Virginia Retirement Systems Et Al 23
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 23
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 23
Alyeska Investment Group, L.P. 23
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 23
Sanctuary Wealth Advisors, LLC 23
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 23
State of Tennessee, Treasury Department 23
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 23
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 23
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 23
Prudential Plc 23
Wealthspire Advisors, L.P. 23
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 23
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 23
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 23
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 23
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 23
Vident Investment Advisory, LLC 23
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 23
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 23
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 23
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 23
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 23
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 23
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 23
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 23
Sunbelt Securities, Inc. 23
Seacrest Wealth Management, Llc 23
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 23
BNP Paribas Asset Management Holding S.A. 23
Cullen/frost Bankers, Inc. 23
Winton Capital Group Ltd 23
Interval Partners, LP 23
Globeflex Capital L P 23
Spot Trading L.L.C 23
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 23
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 23
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 23
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 23
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 23
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 23
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 23
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 23
Numeric Investors Llc 23
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 23
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 23
Wiley Bros.-aintree Capital, Llc 23
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 23
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 23
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 23
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 23
Aviva Plc 23
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 23
Financial Gravity Companies, Inc. 23
Calamos Advisors LLC 23
Td Private Client Wealth Llc 23
Canada Pension Plan Investment Board 23
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 23
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 23
Venturi Wealth Management, LLC 23
Summit Trail Advisors, Llc 23
Smartleaf Asset Management LLC 23
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 23
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 23
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 23
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 23
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 23
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 23
Airain ltd 23
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 23
Financial Advocates Investment Management 23
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 23
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 23
Tfs Capital Llc 23
Skopos Labs, Inc. 23
BRYN MAWR TRUST Co 23
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 23
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 23
Glassman Wealth Services 23
First Hawaiian Bank 23
Strategic Wealth Partners, Ltd. 23
Caxton Associates Lp 23
FineMark National Bank & Trust 23
PENN SERIES FUNDS INC - International Equity Fund 23
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 23
Bogart Wealth, LLC 23
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 23
Csenge Advisory Group 23
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 23
Philadelphia Financial Management of San Francisco, LLC 23
Toth Financial Advisory Corp 22
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 22
Salem Investment Counselors Inc 22
Kcm Investment Advisors Llc 22
Quent Capital, LLC 22
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 22
Valley National Advisers Inc 22
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 22
Townsquare Capital Llc 22
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 22
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 22
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 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
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 22
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 22
BlackRock ESG Capital Allocation Trust 22
North Star Investment Management Corp. 22
Sandy Spring Bank 22
Alps Advisors Inc 22
TCW ETF Trust - TCW Flexible Income ETF 22
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 22
Hudson Bay Capital Management LP 22
Eaton Vance Tax Advantaged Dividend Income Fund 22
Nuveen Tax-advantaged Dividend Growth Fund 22
Piedmont Investment Advisors Llc 22
AHIVX - American Century Investment Trust - High Income Fund Investor Class 22
U.S. Capital Wealth Advisors, LLC 22
Enterprise Financial Services Corp 22
Nuveen, LLC 22
Freestone Capital Holdings, LLC 22
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 22
Thompson Davis & Co., Inc. 22
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 22
Diversified Trust Co 22
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 22
ABRZX - Aim Investment Funds (invesco Investment Funds) - Invesco Balanced-risk Allocation Fund Class A 22
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 22
Asset Dedication, LLC 22
Eagle Bay Advisors LLC 22
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 22
Ergoteles LLC 22
New England Securities Corp /MA/ 22
Amundi 22
Knight Capital Group, Inc. 22
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 22
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 22
Jefferies Financial Group Inc. 22
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 22
CI Private Wealth, LLC 22
Mount Yale Investment Advisors, LLC 22
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 22
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 22
Lee Financial Co 22
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 22
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 22
Acrospire Investment Management LLC 22
Sanctuary Advisors, LLC 22
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 22
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 22
Commerzbank Aktiengesellschaft /fi 22
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 22
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 22
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 22
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 22
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 22
Symphony Asset Management Llc 22
Pcm Fund, Inc. 22
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 22
TRANSAMERICA FUNDS - Transamerica Total Return I2 22
Aquatic Capital Management LLC 22
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 22
National Planning Corp 22
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco V.I. Balanced-Risk Allocation Fund Series I 22
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 22
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 22
Societe Generale 22
Envestnet Portfolio Solutions, Inc. 22
State of New Jersey Common Pension Fund D 22
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 22
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 22
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 22
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 22
Municipal Employees' Retirement System of Michigan 22
Hm Payson & Co 22
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 22
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 22
Ensign Peak Advisors, Inc 22
Twin Peaks Wealth Advisors, LLC 22
Centaurus Financial, Inc. 22
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 22
Tompkins Financial Corp 22
Manchester Capital Management LLC 22
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 22
IMC-Chicago, LLC 22
Pimco Income Strategy Fund 22
Deere & Co 22
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 22
Royce & Associates Lp 22
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 22
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 22
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 22
Hollencrest Capital Management 22
Gotham Asset Management, LLC 22
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 22
Boston Partners 22
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 22
FORA Capital, LLC 21
Jaffetilchin Investment Partners, LLC 21
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 21
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 21
ClariVest Asset Management LLC 21
Evergreen Capital Management Llc 21
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 21
United Services Automobile Association 21
Itau Unibanco Holding S.A. 21
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 21
Keybank National Association/oh 21
Ubs Oconnor Llc 21
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 21
BlackRock Japan Co. Ltd 21
Harbor Investment Advisory, Llc 21
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 21
Cornerstone Capital Management Holdings Llc. 21
Financial Management Professionals, Inc. 21
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 21
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 21
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 21
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 21
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 21
GIMFX - GMO TRUST - GMO Implementation Fund 21
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 21
Eaton Vance Ltd Duration Income Fund 21
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 21
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 21
Grantham, Mayo, Van Otterloo & Co. LLC 21
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 21
GV Financial Advisors 21
Daiwa Securities Group Inc. 21
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 21
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 21
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 21
Westpac Banking Corp 21
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 21
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 21
Stonebridge Capital Advisors LLC 21
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 21
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 21
Virtus Global Dividend & Income Fund Inc. 21
State of Wyoming 21
Lord, Abbett & Co. Llc 21
Twinbeech Capital Lp 21
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 21
Tradition Wealth Management, LLC 21
Quantinno Capital Management LP 21
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 21
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 21
SAC Capital Advisors LP 21
Intellectus Partners, LLC 21
Pnc Funds 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 21
Baker Avenue Asset Management, LP 21
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 21
Fieldpoint Private Securities, LLC 21
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 21
Mycio Wealth Partners, Llc 21
Gts Securities Llc 21
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 21
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 21
FIL Ltd 21
Mfs Intermediate Income Trust 21
Citizens Financial Group Inc/ri 21
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 21
Colony Group Llc 21
Vestcor Inc 21
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 21
FNY Managed Accounts LLC 21
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 21
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 21
Wipfli Financial Advisors Llc, 21
Clearbridge Investments, LLC 21
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 21
Skandinaviska Enskilda Banken AB (publ) 21
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 21
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class 21
Quarry LP 21
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 21
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 21
Erste Asset Management GmbH 21
Pictet Asset Management Holding SA 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 21
Alternative Strategies Fund 21
Assured Investment Management LLC 21
Van Eck Associates Corp 21
Pimco Corporate & Income Strategy Fund 21
Ci Investments Inc. 21
Johnson Financial Group, Inc. 21
CIBC Asset Management Inc 21
Nine Chapters Capital Management LLC 21
Caisse De Depot Et Placement Du Quebec 21
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 21
Princeton Alpha Management LP 21
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 21
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 21
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 21
Brinker Capital Inc 21
Handelsbanken Fonder AB 21
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 21
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 21
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 21
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 21
Oppenheimer Asset Management Inc. 21
Bartlett & Co. Wealth Management Llc 21
Blueshift Asset Management, LLC 21
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 21
Pathstone Holdings, LLC 21
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 21
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 21
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 20
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 20
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 20
Pathstone Family Office, Llc 20
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 20
Verus Capital Partners, Llc 20
Rafferty Asset Management, LLC 20
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 20
Bell Investment Advisors, Inc 20
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 20
Colony Group, LLC 20
BLACKROCK FUNDS - BlackRock Total Factor Fund Institutional Shares 20
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 20
Bridgewater Associates, LP 20
Sumitomo Mitsui Trust Holdings, Inc. 20
Kingsview Wealth Management, LLC 20
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 20
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 20
Oregon Public Employees Retirement Fund 20
Harel Insurance Investments & Financial Services Ltd. 20
Rydex Etf Trust 20
Karp Capital Management Corp 20
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 20
Elite Wealth Management, Inc. 20
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 20
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 20
Zions Bancorporation, N.A. 20
Investors Research Corp 20
Nuveen Preferred & Income 2022 Term Fund 20
APBAX - Cavanal Hill Funds - Active Core Fund Investor 20
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 20
Eaton Vance Tax Advantaged Global Dividend Income Fund 20
JustInvest LLC 20
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 20
Glen Eagle Advisors, LLC 20
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 20
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 20
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 20
Ameritas Investment Corp 20
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 20
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 20
Ing Groep Nv 20
Cohen & Steers Real Estate Opportunities & Income Fund 20
Oppenheimer Funds Inc 20
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 20
Atom Investors LP 20
Avantax Planning Partners, Inc. 20
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 20
Timber Hill LLC 20
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 20
Versor Investments LP 20
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 20
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 20
Ajo, Lp 20
GeoWealth Management, LLC 20
Reilly Financial Advisors, Llc 20
Mather Group, Llc. 20
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 20
Wells Fargo Multi-sector Income Fund 20
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 20
Seven Eight Capital, Lp 20
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 20
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 20
Warren Averett Asset Management, LLC 20
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 20
Nordea Investment Management Ab 20
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 20
SJS Investment Consulting Inc. 20
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 20
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 20
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 20
Bartlett & Co. LLC 20
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 20
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 20
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 20
Police & Firemen's Retirement System of New Jersey 20
Quantitative Systematic Strategies LLC 20
Stephens Inc /ar/ 20
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 20
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 20
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 20
Integrated Wealth Management 20
Mitsubishi UFJ Trust & Banking Corp 20
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 20
AHL Partners LLP 20
SECOR Capital Advisors, LP 20
Edgestream Partners, L.P. 20
Headlands Technologies LLC 20
Ontario Teachers Pension Plan Board 20
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 20
Whittier Trust Co Of Nevada Inc 20
Quantitative Investment Management, LLC 20
Massachusetts Financial Services Co /ma/ 20
Chicago Partners Investment Group LLC 20
Boston Private Wealth Llc 20
BlackRock Credit Strategies Fund 20
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 20
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 20
DAVENPORT & Co LLC 20
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 20
Carolinas Wealth Consulting Llc 20
Assenagon Asset Management S.A. 20
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 20
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 20
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 20
Optiver Holding B.V. 20
Evoke Wealth, Llc 20
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares 20
Mason Street Advisors, Llc 20
Klp Kapitalforvaltning As 20
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 20
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 20
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 20
VTL Associates, LLC 20
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 20
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 20
BSBAX - Northern Funds - Northern Short Bond Fund 20
Spark Investment Management LLC 20
Rothschild Investment Llc 20
Integrated Wealth Concepts LLC 20
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 20
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 20
PIMCO Dynamic Income Opportunities Fund 20
Bogle Investment Management L P /de/ 20
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 20
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 20
Securian Asset Management, Inc 19
Western Asset Premier Bond Fund 19
State of Alaska, Department of Revenue 19
NumerixS Investment Technologies Inc 19
Parkwood LLC 19
Tortoise Investment Management, LLC 19
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 19
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 19
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 19
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 19
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 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
Cornerstone Advisors, Inc. 19
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 19
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 19
Occudo Quantitative Strategies Lp 19
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 19
CenterStar Fund, LLC 19
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 19
Stephens Consulting, LLC 19
Hexagon Capital Partners LLC 19
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 19
Xponance, Inc. 19
Navellier & Associates Inc 19
Dynamic Technology Lab Pte Ltd 19
Oppenheimer Etf Trust 19
Sequoia Financial Advisors, LLC 19
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 19
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 19
PIMCO FUNDS - PIMCO Short-Term Portfolio 19
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 19
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 19
True Wealth Design, LLC 19
John Hancock Preferred Income Fund Ii 19
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 19
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 19
John Hancock Preferred Income Fund Iii 19
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 19
CX Institutional 19
Activest Wealth Management 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 19
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 19
Graham Capital Management, L.P. 19
Edge Wealth Management LLC 19
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 19
John Hancock Preferred Income Fund 19
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 19
Tucker Asset Management Llc 19
Nuveen Variable Rate Preferred & Income Fund 19
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 19
Checchi Capital Advisers, LLC 19
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 19
Lenox Wealth Advisors, LLC 19
Elkfork Partners LLC 19
DAAVX - Dunham Funds - Dunham Dynamic Macro Fund Class A 19
Advisors Preferred, LLC 19
Mackay Shields Llc 19
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 19
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 19
Point72 Asia (Singapore) Pte. Ltd. 19
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 19
Brevan Howard Capital Management LP 19
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 19
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 19
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 19
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 19
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 19
First Mercantile Trust Co 19
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 19
Commerce Bank 19
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 19
Denali Advisors Llc 19
Rational Advisors Llc 19
Mutual Of America Capital Management Llc 19
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 19
CAPROCK Group, Inc. 19
Analytic Investors, LLC 19
Focused Wealth Management, Inc 19
Fuller & Thaler Asset Management, Inc. 19
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 19
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 19
Ieq Capital, Llc 19
Thompson Siegel & Walmsley Llc 19
Vestmark Advisory Solutions, Inc. 19
VCCBX - VALIC Co II - Core Bond Fund 19
Greenwich Wealth Management LLC 19
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 19
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 19
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 19
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 19
AGUAX - AMERICAN BEACON FUNDS - American Beacon Frontier Markets Income Fund A Class 19
Twin Tree Management, LP 19
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 19
Picton Mahoney Asset Management 19
San Francisco Sentry Investment Group (ca) 19
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 19
Lombard Odier Asset Management (Switzerland) SA 19
Quinn Opportunity Partners LLC 19
Peak6 Llc 19
Riverhead Capital Management Llc 19
Lsv Asset Management 19
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 19
Capula Management Ltd 19
Western Asset Global Corporate Defined Opportunity Fund Inc. 19
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 19
Invesco Actively Managed Exchange-Traded Commodity Fund Trust - Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF 19
Capital Advisors, Ltd. LLC 19
Algert Global Llc 19
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 19
Louisiana State Employees Retirement System 19
Hantz Financial Services, Inc. 19
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 19
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 19
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 19
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 19
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 19
Dark Forest Capital Management Lp 19
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 19
World Asset Management Inc 19
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 18
First Citizens Bank & Trust Co 18
Koshinski Asset Management, Inc. 18
Sciencast Management LP 18
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 18
Vident Advisory, LLC 18
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 18
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 18
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 18
Westport Resources Management Inc 18
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 18
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 18
Retirement Systems of Alabama 18
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 18
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF 18
Axq Capital, Lp 18
Perigon Wealth Management, LLC 18
Caption Management, LLC 18
Securian Funds Trust - SFT Core Bond Fund Class 1 18
Texas Permanent School Fund 18
Ausdal Financial Partners, Inc. 18
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 18
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 18
Pictet Asset Management Sa 18
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 18
Newbridge Financial Services Group, Inc. 18
Amalgamated Financial Corp. 18
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 18
Crestline Management, LP 18
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 18
Caitong International Asset Management Co., Ltd 18
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 18
NewSquare Capital LLC 18
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 18
Formidable Asset Management, LLC 18
Hilltop Holdings Inc. 18
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 18
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 18
Fortitude Family Office, LLC 18
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 18
Chicago Equity Partners Llc 18
Guardian Wealth Advisors, LLC 18
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 18
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 18
Prestige Wealth Management Group LLC 18
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 18
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 18
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 18
Liberty Wealth Management Llc 18
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 18
GABELLI & Co INVESTMENT ADVISERS, INC. 18
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 18
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 18
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 18
Trustcore Financial Services, Llc 18
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 18
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 18
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 18
Cibc World Markets Corp 18
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 18
Winslow, Evans & Crocker, Inc. 18
RBF Capital, LLC 18
Capital Asset Advisory Services LLC 18
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 18
FinTrust Capital Advisors, LLC 18
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 18
Nuveen Tax Advantaged Total Return Strategy Fund 18
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 18
Intech Investment Management Llc 18
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 18
Everence Capital Management Inc 18
Menta Capital Llc 18
Corebridge Financial, Inc. 18
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 18
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 18
FNY Partners Fund LP 18
Great Lakes Advisors, Llc 18
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 18
Wedge Capital Management L L P/nc 18
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 18
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 18
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 18
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 18
GPS Wealth Strategies Group, LLC 18
Alphacrest Capital Management Llc 18
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 18
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 18
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 18
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 18
Global Financial Private Client, LLC 18
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 18
Placemark Investments, Inc. 18
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 18
DekaBank Deutsche Girozentrale 18
Caas Capital Management Lp 18
Hanseatic Management Services Inc 18
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 18
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 18
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 18
Horizon Investments, LLC 18
Oxbow Advisors, LLC 18
Profunds - Profund Vp Oil & Gas 18
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 18
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 18
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 18
Maverick Capital Ltd 18
Sheaff Brock Investment Advisors, LLC 18
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 18
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 18
Driehaus Capital Management Llc 18
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 18
UMA Financial Services, Inc. 18
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 18
Castleview Partners, Llc 18
Invictus RG 18
Avion Wealth 18
Qrg Capital Management, Inc. 18
Moors & Cabot, Inc. 18
Cassady Schiller Wealth Management, LLC 17
Kestra Private Wealth Services, Llc 17
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 17
Dorsey Wright & Associates 17
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 17
Evercore Wealth Management, LLC 17
Veriti Management LLC 17
Quest Partners LLC 17
J.w. Cole Advisors, Inc. 17
RSBT - Tidal Trust II - Return Stacked(TM) Bonds & Managed Futures ETF 17
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 17
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 17
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 17
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 17
Impact Partnership Wealth, LLC 17
Capital World Investors 17
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 17
Bay Harbor Wealth Management, LLC 17
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 17
Commonwealth Bank Of Australia 17
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 17
Teza Capital Management LLC 17
AlphaMark Advisors, LLC 17
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 17
Korea Investment CORP 17
Mason Street Advisors, Llc 17
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 17
Grove Bank & Trust 17
FAINX - MSS Series Trust - Fallen Angels Income Fund 17
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 17
EntryPoint Capital, LLC 17
Illinois Municipal Retirement Fund 17
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 17
Empowered Funds, LLC 17
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 17
General Motors Investment Management Corp 17
Duality Advisers, Lp 17
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 17
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 17
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio II 17
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 17
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 17
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 17
Motco 17
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 17
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 17
Vontobel Holding Ltd. 17
Gulf International Bank (UK) Ltd 17
Scotia Capital Inc. 17
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 17
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 17
Western Asset Global High Income Fund Inc. 17
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 17
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 17
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 17
Standard Life Aberdeen plc 17
Montag A & Associates Inc 17
Earnest Partners Llc 17
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 17
Oakworth Capital, Inc. 17
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 17
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 17
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 17
Old National Bancorp /in/ 17
Sei Trust Co 17
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 17
Employees Retirement System of Texas 17
Pacitti Group Inc. 17
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 17
Institute for Wealth Management, LLC. 17
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 17
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 17
Arden Investment Series Trust 17
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 17
First Quadrant L P/ca 17
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 17
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 17
Independent Advisor Alliance 17
Banco Santander, S.A. 17
Raymond James Trust N.a. 17
Janney Capital Management LLC 17
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 17
Catalyst Funds Management Pty Ltd 17
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 17
Candriam Luxembourg S.C.A. 17
Treasurer of the State of North Carolina 17
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 17
Maryland State Retirement & Pension System 17
Anchor Investment Management, LLC 17
GHP Investment Advisors, Inc. 17
Petrus Trust Company, LTA 17
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 17
Highline Wealth Partners Llc 17
Avestar Capital, LLC 17
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 17
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 17
Pittenger & Anderson Inc 17
McIlrath & Eck, LLC 17
James Investment Research Inc 17
New York Life Investment Management Llc 17
Merit Financial Group, LLC 17
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 17
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 17
Estabrook Capital Management 17
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 17
Calton & Associates, Inc. 17
Wbi Investments, Inc. 17
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 17
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 17
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 17
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 17
Kayne Anderson Rudnick Investment Management Llc 17
Highland Capital Management, Llc 17
GW&K Investment Management, LLC 17
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 17
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 17
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 17
Columbia Funds Variable Series Trust II - CTIVP - BlackRock Global Inflation-Protected Securities Fund Class 3 17
Ethic Inc. 17
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 17
Tradewinds Capital Management, LLC 17
Ashton Thomas Private Wealth, LLC 17
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 17
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 17
Irish Life Investment Managers Ltd. 17
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 17
First American Bank 17
Capital Performance Advisors Llp 17
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 17
Sumitomo Mitsui DS Asset Management Company, Ltd 17
Clinton Group Inc 17
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 17
Edmond De Rothschild Holding S.a. 17
Blackrock Allocation Target Shares - Bats Series A 17
Concurrent Investment Advisors, LLC 17
PACIFIC SELECT FUND - Core Income Portfolio Class I 17
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 17
Sargent Bickham Lagudis LLC 17
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 17
Sit Investment Associates Inc 17
CMBS - iSHARES TRUST - iShares CMBS ETF 17
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 17
Pinnacle Associates Ltd 17
Atlas Capital Advisors Llc 17
Kore Private Wealth LLC 17
Beacon Capital Management, LLC 17
New America High Income Fund Inc 17
Jupiter Asset Management Ltd 17
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 17
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 17
Mv Capital Management, Inc. 17
Financial Counselors Inc 17
Wealthcare Capital Management Llc 17
IndexIQ Advisors LLC 17
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 17
Vantage Consulting Group Inc 17
Bridgefront Capital, LLC 17
Pitcairn Co 17
Rsm Us Wealth Management Llc 16
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 16
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 16
Congress Wealth Management LLC / DE / 16
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 16
Advisor Resource Council 16
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 16
Pictet Asset Management Ltd 16
IWB - iSHARES TRUST - iShares Russell 1000 ETF 16
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 16
Visium Asset Management, LP 16
Colonial Trust Advisors 16
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 16
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 16
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 16
Wealthfront Inc 16
HighPoint Advisor Group LLC 16
Pimco High Income Fund 16
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 16
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 16
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 16
AQGNX - AQR Funds - AQR Global Equity Fund Class N 16
Calvert Investment Management, Inc. 16
NewEdge Wealth, LLC 16
VCCCX - VALIC Co I - Capital Conservation Fund 16
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 16
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 16
Universal- Beteiligungs- und Servicegesellschaft mbH 16
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 16
Weiss Strategic Interval Fund 16
Cadence Capital Management Llc 16
Yakira Capital Management, Inc. 16
Barrow Hanley Mewhinney & Strauss Llc 16
Beaird Harris Wealth Management, LLC 16
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 16
Ballentine Partners, LLC 16
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 16
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 16
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 16
Independent Portfolio Consultants, Inc. 16
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 16
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 16
Joel Isaacson & Co., LLC 16
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 16
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 16
Cromwell Holdings LLC 16
Kovack Advisors, Inc. 16
Front Row Advisors LLC 16
SG3 Management, LLC 16
Paradigm Asset Management Co Llc 16
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 16
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 16
Wetherby Asset Management Inc 16
Harvest Group Wealth Management, Llc 16
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 16
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 16
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 16
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 16
Paces Ferry Wealth Advisors, Llc 16
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 16
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 16
Lido Advisors, LLC 16
SpiderRock Advisors, LLC 16
MML Series Investment Fund II - MML Blend Fund Initial Class 16
Veritable, L.P. 16
Guggenheim Strategic Opportunities Fund 16
Moore Capital Management, Lp 16
Liberty Mutual Group Asset Management Inc. 16
Cambridge Trust Co 16
QCM Cayman, Ltd. 16
Cnh Partners Llc 16
Advantage Investment Management, Llc 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
Meadow Creek Investment Management LLC 16
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 16
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 16
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 16
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 16
Harvest Fund Management Co., Ltd 16
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 16
Amundi Pioneer Asset Management Inc 16
Janus Capital Management Llc 16
Global Income Builder Portfolio - Global Income Builder Portfolio 16
Savant Capital, LLC 16
Atomi Financial Group, Inc. 16
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 16
Simon Quick Advisors, Llc 16
Disciplined Investments, LLC 16
Hudock, Inc. 16
StoneX Group Inc. 16
UniSuper Management Pty Ltd 16
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 16
eCIO, Inc. 16
State Of Michigan Retirement System 16
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 16
Cape Investment Advisory, Inc. 16
Arlington Trust Co LLC 16
Tarbox Family Office, Inc. 16
Barings Llc 16
Sutton Wealth Advisors Inc. 16
Altshuler Shaham Ltd 16
Ashton Thomas Securities, Llc 16
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 16
SevenBridge Financial Group, LLC 16
Franklin Templeton ETF Trust - Western Asset Bond ETF 16
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 16
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 16
Agf Investments Inc. 16
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 16
BerganKDV Wealth Management, LLC 16
Hartford Investment Management Co 16
Horizon Kinetics LLC 16
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 16
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 16
Gyon Technologies Capital Management, LP 16
USA Financial Portformulas Corp 16
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 16
DiNuzzo Private Wealth, Inc. 16
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 16
Contravisory Investment Management, Inc. 16
People's United Financial, Inc. 16
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 16
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 16
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 16
Mosaic Family Wealth, LLC 16
Wunderlich Securities, Inc. 16
Winton Diversified Opportunities Fund 16
Azora Capital LP 16
Fred Alger Management, Llc 16
Crow Point Partners, LLC 16
Kovitz Investment Group Partners, LLC 16
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 16
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 16
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 16
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 16
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 16
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 16
Abound Wealth Management 16
Balentine LLC 16
FJ Capital Management LLC 16
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 16
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 16
Leuthold Group, Llc 16
Continental Advisors Llc 16
Signet Financial Management, Llc 16
Diversify Advisory Services, LLC 16
Holocene Advisors, LP 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
Element Capital Management Llc 16
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 16
Cornerstone Wealth Management, LLC 16
MCF Advisors LLC 16
Weld Capital Management Llc 16
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 16
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 16
Wealthfront Advisers Llc 16
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 16
SOUTH STATE Corp 16
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 16
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 16
Lombard Odier Asset Management (USA) Corp 16
Utah Retirement Systems 16
CenterStar Asset Management, LLC 16
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 16
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 16
Comerica Securities,inc. 16
Arete Wealth Advisors, LLC 16
Coastal Investment Advisors, Inc. 16
Macroview Investment Management Llc 16
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 16
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 16
Capital Analysts, Inc. 16
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 16
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 16
Livforsakringsbolaget Skandia, Omsesidigt 16
Tsfg, Llc 16
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 16
Cipher Capital LP 16
Schubert & Co 16
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 16
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 15
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 15
ETRADE Capital Management LLC 15
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 15
Maltese Capital Management Llc 15
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 15
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 15
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 15
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 15
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 15
Pine River Capital Management L.P. 15
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 15
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 15
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 15
IYF - iSHARES TRUST - iShares U.S. Financials ETF 15
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 15
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 15
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 15
Bedel Financial Consulting, Inc. 15
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 15
Shelton Capital Management 15
Sound Income Strategies, LLC 15
Calamos Global Dynamic Income Fund 15
Kilter Group LLC 15
Susquehanna Portfolio Strategies, LLC 15
Baystate Wealth Management LLC 15
Virtus Investment Advisers, Inc. 15
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 15
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 15
First Personal Financial Services 15
Bare Financial Services, Inc 15
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 15
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 15
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 15
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 15
Burney Co/ 15
E. Ohman J:or Asset Management AB 15
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 15
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 15
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 15
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 15
Connectus Wealth, LLC 15
Column Capital Advisors, LLC 15
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 15
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 15
Sageworth Trust Co 15
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 15
City Holding Co 15
Dynamic Advisor Solutions LLC 15
Fiera Capital Corp 15
DnB Asset Management AS 15
Crewe Advisors LLC 15
Mirabella Financial Services Llp 15
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 15
Index Management Solutions, LLC 15
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 15
Archer Investment Corp 15
NorthRock Partners, LLC 15
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 15
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 15
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 15
EBI - RBB Fund Trust - Longview Advantage ETF 15
Migdal Insurance & Financial Holdings Ltd. 15
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 15
Continuum Advisory, LLC 15
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 15
Annis Gardner Whiting Capital Advisors, LLC 15
Covington Capital Management 15
Rise Advisors, LLC 15
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 15
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 15
Capital One, National Association 15
Mutual Advisors, LLC 15
Harbour Capital Advisors, LLC 15
K2 Principal Fund, L.p. 15
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 15
Truvestments Capital Llc 15
Northern Trust Co Of Connecticut 15
Xact Kapitalforvaltning AB 15
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 15
Weaver Consulting Group 15
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 15
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 15
WASHINGTON TRUST Co 15
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 15
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 15
M&r Capital Management Inc 15
Eagle Asset Management Inc 15
Change Path, LLC 15
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 15
Nebula Research & Development LLC 15
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 15
NN Investment Partners Holdings N.V. 15
FLDFX - Meeder Funds - BALANCED FUND Retail Class 15
Clark Capital Management Group, Inc. 15
Ledyard National Bank 15
Hartford Mutual Funds Inc/ct 15
HFM Investment Advisors, LLC 15
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 15
Dai-Ichi Life Insurance Company, Ltd 15
Global X Funds 15
Glen Harbor Capital Management LLC 15
Cigna Investments Inc /new 15
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 15
Aster Capital Management (DIFC) Ltd 15
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 15
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 15
Archford Capital Strategies, LLC 15
Regentatlantic Capital Llc 15
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 15
Almanack Investment Partners, LLC. 15
Zurich Insurance Group Ltd/FI 15
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 15
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 15
First City Capital Management, Inc. 15
Pinnacle Bancorp, Inc. 15
LGT Financial Advisors LLC 15
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 15
Palisade Capital Management Llc/nj 15
Vanguard Horizon Funds 15
Twin Capital Management Inc 15
Parkworth Wealth Management, Inc. 15
Mendota Financial Group, LLC 15
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 15
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 15
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 15
Jump Trading, LLC 15
L & S Advisors Inc 15
Atlantic Trust, LLC 15
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 15
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative 15
Banco Bilbao Vizcaya Argentaria, S.a. 15
BDO Wealth Advisors, LLC 15
Founders Financial Alliance, LLC 15
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 15
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 15
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 15
Cordant, Inc. 15
Bb&t Investment Services, Inc. 15
Old Mutual Global Investors (UK) Ltd. 15
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 15
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 15
Colonial Trust Co / SC 15
CWM Advisors, LLC 15
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 15
APDPX - ARTISAN PARTNERS FUNDS INC - Artisan Global Unconstrained Fund Advisor Shares 15
VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares 15
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 15
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 15
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 15
Hemington Wealth Management 15
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 15
Lighthouse Investment Partners, LLC 15
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 15
QCVAX - Clearwater Investment Trust - Clearwater International Fund 15
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 15
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 15
DAACX - Adviser Managed Trust - Diversified Equity Fund 15
PFG Advisors 15
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 15
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 15
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 15
Heritage Wealth Advisors 15
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 15
Vise Technologies, Inc. 15
Advisory Alpha, LLC 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
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 15
Alpha DNA Investment Management LLC 15
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 15
Wright Investors Service Inc 15
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 15
Baader Bank INC 15
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 15
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 15
Nuveen Multi-market Income Fund 15
South Dakota Investment Council 15
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 15
Wealthspire Advisors, LLC 15
Point72 (DIFC) Ltd 15
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 15
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 15
Alera Investment Advisors, LLC 15
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 15
Polar Asset Management Partners Inc. 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
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 15
Tcw Group Inc 15
Innealta Capital, Llc 15
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 15
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 15
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 15
Lake Point Wealth Management 15
Cohen & Steers Quality Income Realty Fund Inc 15
Northwestern Mutual Investment Management Company, Llc 15
Stone Ridge Asset Management LLC 15
Absolute Return Capital, LLC 15
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 15
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 15
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 15
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 14
Marino, Stram & Associates Llc 14
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 14
Elo Mutual Pension Insurance Co 14
Blackrock Multi-sector Opportunities Trust 14
Personal Cfo Solutions, Llc 14
Minichmacgregor Wealth Management, Llc 14
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 14
Evolution Wealth Advisors, LLC 14
Pensionmark Financial Group, Llc 14
Magnus Financial Group LLC 14
Pearl River Capital, LLC 14
HHM Wealth Advisors, LLC 14
Apollon Wealth Management, LLC 14
Aptus Capital Advisors, LLC 14
Thurston, Springer, Miller, Herd & Titak, Inc. 14
Riverview Trust Co 14
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 14
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 14
Sachetta, LLC 14
Royal London Asset Management Ltd 14
Bruce G. Allen Investments, LLC 14
Albion Financial Group /ut 14
PFG Investments, LLC 14
Readystate Asset Management Lp 14
Longfellow Investment Management Co Llc 14
Sherbrooke Park Advisers Llc 14
Jennison Associates Llc 14
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 14
Hirtle Callaghan & Co LLC 14
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 14
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 14
Geneva Advisors, LLC 14
King Luther Capital Management Corp 14
Tcwp Llc 14
Bourgeon Capital Management Llc 14
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 14
Householder Group Estate & Retirement Specialist, LLC 14
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 14
Banque Pictet & Cie Sa 14
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 14
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 14
Raleigh Capital Management Inc. 14
HB Wealth Management, LLC 14
Westwood Holdings Group Inc 14
Elequin Capital Lp 14
Dorsey & Whitney Trust CO LLC 14
Buckingham Strategic Partners 14
NorthCrest Asset Manangement, LLC 14
Steward Financial Group LLC 14
Greenleaf Trust 14
Guggenheim Active Allocation Fund 14
Zeke Capital Advisors, Llc 14
Studio Investment Management Llc 14
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 14
Equitec Proprietary Markets, Llc 14
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 14
Riggs Asset Managment Co. Inc. 14
Hennion & Walsh Asset Management, Inc. 14
Humankind Benefit Corp - Humankind US Stock ETF 14
Interchange Capital Partners, LLC 14
True Link Financial Advisors, LLC 14
Concord Wealth Partners 14
Advent Capital Management /de/ 14
Addison Advisors LLC 14
Wolff Wiese Magana Llc 14
St Germain D J Co Inc 14
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 14
Boston Advisors Llc 14
TFC Financial Management 14
Agf Management Ltd 14
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 14
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 14
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 14
NorthCoast Asset Management LLC 14
Conning Inc. 14
PPM Funds - PPM High Yield Core Fund (Inst) 14
Intersect Capital LLC 14
BI Asset Management Fondsmaeglerselskab A/S 14
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 14
Blue Bell Private Wealth Management, Llc 14
Meridian Wealth Partners, LLC 14
Cinctive Capital Management LP 14
Banque Cantonale Vaudoise 14
Atticus Wealth Management, 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
Fulton Bank, N.a. 14
EP Wealth Advisors, Inc. 14
Nwam Llc 14
Sugarloaf Wealth Management, LLC 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
Tredje AP-fonden 14
URTH - iShares, Inc. - iShares MSCI World ETF 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
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 14
UYG - PROSHARES TRUST - ProShares Ultra Financials 14
Rialto Wealth Management, LLC 14
Usca Ria Llc 14
VCGAX - VALIC Co I - Growth & Income Fund 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
Meiji Yasuda Asset Management Co Ltd. 14
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 14
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 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
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 14
Meitav Dash Investments Ltd 14
AlphaCore Capital LLC 14
R Squared Ltd 14
Exane Derivatives 14
SpiderRock Trading LLC 14
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 14
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 14
Washington Trust Bank 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
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 14
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 14
Mckinley Capital Management Llc /delaware 14
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 14
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 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
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 14
Bailard, Inc. 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
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 14
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 14
CSat Investment Advisory, L.P. 14
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 14
Stifel Nicolaus & Co Inc \mo\ 14
Dubuque Bank & Trust Co 14
Allegis Investment Advisors, LLC 14
Gator Capital Management, LLC 14
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 14
BNP Paribas Investment Partners S.A. 14
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 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
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 14
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 14
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 14
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 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
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 14
Maven Securities LTD 14
Profunds - Profund Vp Financials 14
Gillson Capital LP 14
Point72 Europe (London) LLP 14
Neuburgh Advisers LLC 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
Westside Investment Management, Inc. 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 14
Spot Trading L.l.c. 14
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 14
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 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
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 14
Blackrock Debt Strategies Fund, Inc. 14
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 14
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 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
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 14
Oppenheimer Variable Account Funds 14
Gabelli Dividend & Income Trust 14
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 14
IWM - iSHARES TRUST - iShares Russell 2000 ETF 14
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 14
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 14
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 14
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 14
Kestra Investment Management, LLC 14
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 14
Pimco Global Stocksplus & Income Fund 14
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 14
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 14
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 14
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 14
MBOVX - M FUND INC - M Large Cap Value Fund 14
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 14
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 14
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 14
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 14
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 14
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 14
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 14
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 14
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 14
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 14
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 14
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 14
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 14
MTGAX - MORGAN STANLEY MORTGAGE SECURITIES TRUST - Morgan Stanley Mortgage Securities Trust A 14
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 14
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 14
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 14
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 14
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 14
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 14
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 14
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 14
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 14
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 14
PGSIX - PUTNAM MORTGAGE SECURITIES FUND - PUTNAM U S GOVERNMENT INCOME TRUST Class A Shares 14
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 14
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 14
WR Wealth Planners, LLC 14
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 14
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 14
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F 14
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 14
Legacy Financial Advisors, Inc. 14
Redwood Investment Management, Llc 14
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 14
Kelly Financial Services LLC 14
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 14
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 14
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 14
Prana Capital Management, LP 14
NSIDX - Northern Funds - Northern Small Cap Index Fund 14
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 14
One Wealth Advisors, LLC 14
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 14
Global X Management CO LLC 14
Johnson Investment Counsel Inc 13
Calamos Global Total Return Fund 13
Wetzel Investment Advisors, Inc. 13
Capital Wealth Planning, LLC 13
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 13
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 13
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 13
WealthCollab, LLC 13
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 13
Old Mutual Customised Solutions (proprietary) Ltd 13
Essex Financial Services, Inc. 13
XR Securities LLC 13
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 13
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 13
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF 13
Worldquant Millennium Advisors Llc 13
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 13
Private Advisory Group LLC 13
Jain Global LLC 13
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 13
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 13
361 Capital Llc 13
Hotchkis & Wiley Capital Management Llc 13
Trilogy Capital Inc. 13
Alpha Paradigm Partners, LLC 13
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 13
SPCAX - Investment Managers Series Trust - SilverPepper Commodity Strategies Global Macro Fund Advisor Class 13
VCSLX - VALIC Co I - Small Cap Index Fund 13
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 13
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 13
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 13
Advisor Partners Llc 13
Arrow Financial Corp 13
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 13
Fortitude Advisory Group L.L.C. 13
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 13
Qs Batterymarch Financial Management, Inc 13
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 13
Kapitalo Investimentos Ltda 13
Shine Investment Advisory Services Inc 13
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 13
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 13
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 13
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 13
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 13
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 13
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 13
Eastern Bank 13
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 13
Pinnacle Financial Partners Inc 13
Copeland Capital Management, LLC 13
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 13
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 13
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 13
Dana Investment Advisors, Inc. 13
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 13
Cribstone Capital Management, LLC 13
IFM Investors Pty Ltd 13
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 13
Eagle Global Advisors Llc 13
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 13
Horizon Kinetics Asset Management Llc 13
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 13
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 13
Cable Hill Partners, LLC 13
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 13
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 13
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 13
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 13
Nissay Asset Management Corp /japan/ /adv 13
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 13
Edge Advisors, Llc 13
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 13
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 13
Syon Capital Llc 13
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 13
Zions Bancorporation, National Association /ut/ 13
Creekmur Asset Management LLC 13
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 13
American National Bank 13
Pinkerton Retirement Specialists, LLC 13
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 13
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 13
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 13
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 13
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 13
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 13
Equitable Holdings, Inc. 13
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 13
ASTMX - Northern Lights Fund Trust - Astor Macro Alternative Fund Class A Shares 13
Matarin Capital Management, LLC 13
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 13
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 13
BFOR - ALPS ETF Trust - Barron's 400 ETF 13
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 13
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 13
I.g. Investment Management, Ltd. 13
EJF Capital LLC 13
Machina Capital S.a.s. 13
Chevy Chase Trust Holdings, Inc. 13
Baldwin Brothers Inc/ma 13
RPG Investment Advisory, LLC 13
Principia Wealth Advisory, LLC 13
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 13
National Pension Service 13
Lombard Odier Asset Management (Europe) Ltd 13
Optimum Investment Advisors 13
Gideon Capital Advisors, Inc. 13
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 13
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 13
FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund 13
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 13
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 13
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 13
Allstate Corp 13
Great Valley Advisor Group, Inc. 13
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 13
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 13
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund 13
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 13
Prentiss Smith & Co Inc 13
Next Financial Holdings 13
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 13
Athanor Capital, Lp 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 13
Aspire Private Capital, LLC 13
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 13
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 13
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 13
Accurate Wealth Management, LLC 13
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 13
Claro Advisors LLC 13
Caxton Associates Llp 13
Private Wealth Management Group, LLC 13
First Horizon Corp 13
Clean Yield Group 13
Sculptor Capital LP 13
Smith Asset Management Group Lp 13
Moneta Group Investment Advisors Llc 13
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 13
Vantage Investment Advisors, LLC 13
CWA Asset Management Group, LLC 13
Thomas J. Herzfeld Advisors, Inc. 13
1ws Credit Income Fund 13
Bluefin Capital Management, Llc 13
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 13
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 13
Trust Department Mb Financial Bank N A 13
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 13
Western Asset High Income Opportunity Fund Inc. 13
Beacon Pointe Advisors, LLC 13
Virtus Global Multi-sector Income Fund 13
Integrated Advisors Network LLC 13
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 13
Strategic Blueprint, LLC 13
CVA Family Office, LLC 13
Qci Asset Management Inc/ny 13
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 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
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 13
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 13
Ten Capital Wealth Advisors, LLC 13
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 13
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 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
Point72 Middle East FZE 13
Hennessy Advisors Inc 13
Transcend Wealth Collective, Llc 13
Hutchin Hill Capital, LP 13
Resona Asset Management Co.,Ltd. 13
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 13
Journey Strategic Wealth Llc 13
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 13
Oppenheimer Global Multi Strategies Fund 13
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 13
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 13
Wells Fargo Global Dividend Opportunity Fund 13
K.J. Harrison & Partners Inc 13
Concert Wealth Management Inc. 13
Inceptionr Llc 13
Park Place Capital Corp 13
Apriem Advisors 13
Accel Wealth Management 13
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 13
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 13
Nvwm, Llc 13
New Mexico Educational Retirement Board 13
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 13
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 13
Jacobi Capital Management LLC 13
Old Mission Capital, Llc 13
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 13
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 13
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 13
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 13
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 13
Transamerica Partners Funds Group Ii 13
Prime Capital Investment Advisors, LLC 13
Entropy Technologies, LP 13
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 13
Systematic Financial Management Lp 13
Sagespring Wealth Partners, Llc 13
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 13
Intrust Bank Na 13
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 13
Clough Global Dividend & Income Fund 13
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 13
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 13
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 13
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 13
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 13
MQS Management LLC 13
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 13
Lansforsakringar Fondforvaltning AB (publ) 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Mozaic Multi-Asset Fund Class II 13
Fjarde Ap-fonden /fourth Swedish National Pension Fund 13
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 13
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 13
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 13
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 13
Taika Capital, LP 13
Advisor Partners Ii, Llc 13
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 13
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 13
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 13
Delpha Capital Management, Llc 13
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 13
LRI Investments, LLC 13
Brookfield Asset Management Inc. 13
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 13
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 13
Keebeck Alpha, LP 13
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 13
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 13
SRTTX - SMA RELATIONSHIP TRUST - Series T 13
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 13
Wealth Alliance 13
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 13
High Net Worth Advisory Group LLC 13
Gladstone Institutional Advisory LLC 13
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 13
AGF Investments LLC 13
Glenmede Investment Management, LP 13
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio 13
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 13
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 13
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 13
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 13
Perritt Capital Management Inc 13
Transamerica Partners Funds Group 13
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 13
PSI Advisors, LLC 13
Brighthouse Funds Trust II - BlackRock Ultra-Short Term Bond Portfolio Class A 13
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 13
Clear Harbor Asset Management, LLC 13
Gen-Wealth Partners Inc 12
Cornercap Investment Counsel Inc 12
Stanley-Laman Group, Ltd. 12
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 12
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 12
Meritage Portfolio Management 12
Jackson Creek Investment Advisors LLC 12
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 12
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 12
Brewin Dolphin Ltd 12
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 12
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 12
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 12
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 12
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 12
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 12
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 12
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 12
Shapiro Robert N 12
Lloyd Advisory Services, LLC. 12
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 12
APDOX - ARTISAN PARTNERS FUNDS INC - Artisan Emerging Markets Debt Opportunities Fund Advisor Shares 12
Capital Investment Advisory Services, LLC 12
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 12
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 12
Moisand Fitzgerald Tamayo, LLC 12
Virtue Capital Management, LLC 12
Transamerica Partners Portfolios 12
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 12
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 12
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 12
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 12
PENN SERIES FUNDS INC - Small Cap Index Fund 12
Banco de Sabadell, S.A 12
Mn Services Vermogensbeheer B.V. 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
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 12
Tiverton Asset Management Llc 12
Argent Trust Co 12
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 12
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 12
SLPIX - Profunds - Small-cap Profund Investor Class 12
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 12
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 12
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 12
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 12
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 12
Cohen & Steers Global Income Builder, Inc 12
American Capital Advisory, LLC 12
Miracle Mile Advisors, LLC 12
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 12
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 12
City State Bank 12
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 12
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 12
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 12
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 12
Level Four Advisory Services, Llc 12
Iat Reinsurance Co Ltd. 12
Center for Financial Planning, Inc. 12
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 12
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 12
USS Investment Management Ltd 12
Simplicity Wealth,LLC 12
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 12
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 12
Invesco High Income Trust Ii 12
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 12
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 12
Gupta Wealth Management LLC 12
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 12
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 12
Forum Financial Management, LP 12
Pineridge Advisors LLC 12
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 12
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 12
Oakbrook Investments Llc 12
D'Orazio & Associates, Inc. 12
Vima Llc 12
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 12
Zweig-DiMenna Associates LLC 12
Cohen & Steers Total Return Realty Fund Inc 12
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 12
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 12
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 12
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 12
Baird Robert W & Co Inc /wi/ 12
Ascend Capital, Llc 12
HWG Holdings LP 12
Sun Life Financial Inc 12
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 12
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 12
Aspect Partners, LLC 12
B. Metzler seel. Sohn & Co. AG 12
BlueMar Capital Management, LLC 12
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 12
Claybrook Capital, LLC 12
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 12
VCTPX - VALIC Co I - Inflation Protected Fund 12
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 12
Emerald Investment Partners, Llc 12
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 12
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 12
Choate Investment Advisors 12
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 12
NSGRX - Northern Funds - Northern Small Cap Core Fund 12
Scientech Research LLC 12
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 12
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 12
Claris Advisors, Llc / Mo / 12
Cookson Peirce & Co Inc 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 12
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 12
HighMark Wealth Management LLC 12
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Short-Term Municipal Bond Portfolio - Institutional Class 12
VGLSX - VALIC Co I - Global Strategy Fund 12
Oak Thistle LLC 12
Duncker Streett & Co Inc 12
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 12
Munder Series Trust 12
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 12
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 12
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 12
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 12
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 12
YorkBridge Wealth Partners, LLC 12
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 12
Cambria Investment Management, L.P. 12
Alpine Series Trust 12
Adviser Investments LLC 12
WealthTrust-Arizona, LLC 12
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 12
Tibra Equities Europe Ltd 12
BW Gestao de Investimentos Ltda. 12
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 12
Eudaimonia Partners, LLC 12
Hartford Series Fund Inc 12
Wesbanco Bank Inc 12
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 12
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 12
Well Done, LLC 12
Zions Bancorporation 12
Parametrica Management Ltd 12
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 12
Clearview Wealth Advisors LLC 12
Mizuho Securities Usa Llc 12
Investment House Llc 12
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 12
Andra AP-fonden 12
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 12
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 12
Forum Funds 12
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 12
tru Independence LLC 12
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 12
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 12
Gateway Investment Advisers Llc 12
Waratah Capital Advisors Ltd. 12
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 12
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 12
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 12
Coppell Advisory Solutions LLC 12
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 12
Childress Capital Advisors, Llc 12
Kohmann Bosshard Financial Services, LLC 12
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 12
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 12
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 12
Atlas Private Wealth Advisors 12
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 12
Pinnacle Summer Investments, Inc. 12
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 12
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 12
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 12
TRUE Private Wealth Advisors 12
Charter Oak Capital Management, LLC 12
Private Ocean, LLC 12
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 12
Squar Milner Financial Services Llc 12
TCG Advisory Services, LLC 12
Lebenthal Global Advisors, LLC 12
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 12
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 12
Van Hulzen Asset Management, LLC 12
EAM Investors, LLC 12
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 12
Kessler Investment Group, LLC 12
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 12
OHIO NATIONAL FUND INC - ON Bond Portfolio 12
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 12
Bank Of Hawaii 12
Full18 Capital LLC 12
First Command Advisory Services, Inc. 12
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 12
Hyman Charles D 12
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 12
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 12
RWM Asset Management, LLC 12
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 12
Soros Fund Management Llc 12
First Financial Corp /in/ 12
IBM Retirement Fund 12
Oppenheimer Equity Income Fund 12
Tlp Group Llc 12
ULTRA SERIES FUND - Diversified Income Fund Class I 12
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 12
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 12
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 12
Levin Capital Strategies, L.p. 12
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 12
Profunds - Profund Vp Ultrasmall-cap 12
Quad-Cities Investment Group, LLC 12
Voleon Capital Management Lp 12
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 12
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 12
Dfpg Investments, Llc 12
Quest Capital Management Inc /adv 12
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 12
Mid Atlantic Financial Management Inc/adv 12
Profunds - Profund Vp Small-cap 12
BlackRock Capital Allocation Trust 12
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 12
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 12
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 12
Roosevelt Investment Group Llc 12
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 12
Modera Wealth Management, LLC 12
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 12
Ellis Investment Partners, LLC 12
Northern Lights Fund Trust - Altegris Crabel Multi-Strategy Fund Class A 12
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 12
Beacon Financial Group 12
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 12
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 12
La Banque Postale Asset Management SA 12
Vermillion Wealth Management, Inc. 12
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 12
Bluefin Trading, LLC 12
Capital Bank & Trust Co 12
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 12
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 12
V-Square Quantitative Management LLC 12
Kistler-Tiffany Companies, LLC 12
STXV - EA Series Trust - Strive 1000 Value ETF 12
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 12
BBVA USA Bancshares, Inc. 12
Western Asset Variable Rate Strategic Fund Inc. 12
Private Wealth Asset Management, LLC 12
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 12
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 12
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 12
JBF Capital, Inc. 12
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 12
WealthTrak Capital Management LLC 12
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 12
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 12
Harvest Investment Services, LLC 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 12
Rakuten Investment Management, Inc. 12
Quaker Wealth Management, LLC 12
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 12
SageView Advisory Group, LLC 12
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12
Heck Capital Advisors, LLC 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 12
Alpine Woods Capital Investors, Llc 12
MML Series Investment Fund II - MML Equity Rotation Fund Class II 12
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 12
LMBS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Low Duration Opportunities ETF 12
ISAM Funds (UK) Ltd 12
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 12
Bleakley Financial Group, LLC 12
Capital Guardian Trust Co 12
Key FInancial Inc 12
Northwest & Ethical Investments L.P. 12
RFP Financial Group LLC 12
Ossiam 12
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 12
Lincoln National Corp 12
Neo Ivy Capital Management 12
Cahill Financial Advisors Inc 12
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 12
Marks Group Wealth Management, Inc 12
First Capital Advisors Group, LLC. 11
Claraphi Advisory Network, LLC 11
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 11
DCM Advisors, LLC 11
Global Trust Asset Management, LLC 11
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 11
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 11
High Note Wealth, LLC 11
Buckingham Strategic Wealth, Llc 11
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 11
Symmetry Partners, LLC 11
Mid Continent Capital Llc/il 11
Meridian Wealth Management, LLC 11
IFG Advisory, LLC 11
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 11
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 11
Mizuho Trust & Banking Co., Ltd. 11
Banque Transatlantique SA 11
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 11
Marquette Asset Management, LLC 11
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 11
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 11
Empirical Finance, LLC 11
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 11
Wellington Shields Capital Management, LLC 11
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 11
Intercontinental Wealth Advisors, LLC 11
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 11
Freestone Grove Partners LP 11
Vigilant Capital Management, LLC 11
Aua Capital Management, Llc 11
VSCFX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class P 11
Bfsg, Llc 11
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 11
Laffer Investments 11
Tyers Asset Management LLC 11
Cooper Financial Group 11
Achmea Investment Management B.V. 11
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 11
GLG Partners LP 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 11
10Elms LLP 11
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 11
TD Capital Management LLC 11
PQDI - Principal Exchange-Traded Funds - Principal Spectrum Tax-Advantaged Dividend Active ETF 11
Fortis Advisors, LLC 11
Quantedge Capital Pte Ltd 11
JNL SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 11
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 11
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 11
Natixis Investment Managers International 11
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 11
Ab Pooling Portfolios 11
Executive Wealth Management, LLC 11
JAIYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Balanced Portfolio NAV 11
Qtron Investments LLC 11
JAIZX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Growth Portfolio NAV 11
U S Global Investors Inc 11
Turner Investments, L.p. 11
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 11
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 11
JIHDX - John Hancock Funds II - High Yield Fund Class 1 11
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 11
Partnervest Advisory Services LLC 11
VisionPoint Advisory Group, LLC 11
Ninety One UK Ltd 11
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 11
Destination Wealth Management 11
Clear Creek Financial Management, LLC 11
Nbt Bank N A /ny 11
Enlightenment Research, LLC 11
Ostrum Asset Management 11
Seeyond 11
Ionic Capital Management LLC 11
Summit Financial, LLC 11
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 11
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 11
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 11
Robertson Stephens Wealth Management, LLC 11
Next Capital Management LLC 11
Ridgeworth Funds 11
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 11
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 11
Cantor Fitzgerald, L. P. 11
Mint Tower Capital Management B.V. 11
Relative Value Fund 11
Artemis Investment Management LLP 11
Wasatch Advisors Inc 11
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 11
Cornerstone Advisory, LLC 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 11
Integrated Investment Consultants, LLC 11
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 11
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 11
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 11
Alexandria Capital, LLC 11
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 11
Cohen & Steers, Inc. 11
Rs Investment Management Co Llc 11
Invictus RG Pte. Ltd. 11
Origin Asset Management LLP 11
Kennedy Capital Management, Inc. 11
Caitlin John, LLC 11
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 11
Modern Wealth Management, LLC 11
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 11
New Age Alpha Advisors, LLC 11
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 11
RFG Advisory, LLC 11
Scoria Capital Partners LP 11
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 11
Western Asset High Income Fund Ii Inc. 11
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 11
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 11
ArrowMark Colorado Holdings LLC 11
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 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
Crestwood Advisors Group LLC 11
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 11
Rakuten Securities, Inc. 11
American Independence Funds Trust 11
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 11
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 11
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 11
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 11
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 11
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 11
Castleark Management Llc 11
Bamco Inc /ny/ 11
Silvercrest Asset Management Group Llc 11
PDBC - Invesco Actively Managed Exchange-Traded Commodity Fund Trust - Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 11
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 11
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 11
Deprince Race & Zollo Inc 11
Sandler Capital Management 11
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 11
APFBX - Cavanal Hill Funds - Moderate Duration Fund Investor 11
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 11
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 11
Voya Financial Advisors, Inc. 11
Junto Capital Management LP 11
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 11
Gabelli Equity Series Funds Inc 11
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 11
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 11
John Hancock Premium Dividend Fund 11
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 11
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 11
Diametric Capital, LP 11
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 11
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 11
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 11
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 11
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 11
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 11
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 11
STXG - EA Series Trust - Strive 1000 Growth ETF 11
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 11
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 11
Gerber Kawasaki Wealth & Investment Management 11
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 11
WPG Advisers, LLC 11
Artisan Partners Limited Partnership 11
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 11
Steel Peak Wealth Management LLC 11
Fsi Group, Llc 11
Prudential Short Duration High Yield Fund, Inc. 11
Callan Family Office, LLC 11
Indiana Trust & Investment Management CO 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
Delaware Enhanced Global Dividend & Income Fund 11
Dakota Wealth Management 11
Trustmark National Bank Trust Department 11
Aberdeen Asset Management Plc/uk 11
Brave Asset Management Inc 11
Pure Financial Advisors, Inc. 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
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 11
Stonehage Fleming Financial Services Holdings Ltd 11
Transce3nd, LLC 11
Adirondack Trust Co 11
Country Trust Bank 11
Cowen Group, Inc. 11
CBIZ Investment Advisory Services, LLC 11
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 11
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 11
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 11
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 11
Psagot Investment House Ltd. 11
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 11
Romano Brothers And Company 11
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 11
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 11
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 11
GFS Advisors, LLC 11
Axxcess Wealth Management, Llc 11
Webster Bank, N. A. 11
Wexford Capital Lp 11
Tuttle Tactical Management LLC 11
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 11
Glacier Peak Capital LLC 11
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 11
BFIX - Build Funds Trust - Build Bond Innovation ETF 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 11
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 11
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 11
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 11
FEDERATED CORE TRUST - High Yield Bond Portfolio 11
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 11
Hazlett, Burt & Watson, Inc. 11
Barnett & Company, Inc. 11
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 11
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 11
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 11
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 11
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 11
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I 11
Weaver C. Barksdale & Associates, Inc. 11
Segantii Capital Management Ltd 11
Mendon Capital Advisors Corp 11
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 11
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 11
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 11
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 11
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 11
Community Bank, N.A. 11
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 11
Keebeck Wealth Management, LLC 11
Delta Asset Management Llc/tn 11
Ascent Group, LLC 11
Fiduciary Trust Co 11
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 11
Provenance Wealth Advisors, LLC 11
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 11
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 11
Byrne Asset Management LLC 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
Blue Arrow Capital Management Llc 11
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 11
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 11
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 11
Achievement Holdings L.P. 11
Leavell Investment Management, Inc. 11
City National Bank 11
Phase 2 Partners, LLC 11
Mbb Public Markets I Llc 11
Operose Advisors LLC 11
Shinko Asset Management Co., Ltd. 11
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 11
Gdl Fund 11
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 11
Integral Derivatives, LLC 11
Metis Global Partners, LLC 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 11
Nuveen Core Equity Alpha Fund 11
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 11
Red Tortoise LLC 11
Foundations Investment Advisors, LLC 11
Confluence Wealth Services, Inc. 11
HBK Sorce Advisory LLC 11
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 11
Retirement Planning Co of New England, Inc. 11
Paragon Capital Management Ltd 11
Reynolds Capital Management Llc 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 11
Benjamin Edwards Inc 11
Maryland Capital Management 11
Hartford Financial Management Inc. 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 11
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 11
Harwood Advisory Group, LLC 11
Measured Wealth Private Client Group, LLC 11
Gabelli Equity Trust Inc 11
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 11
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 11
Forsta Ap-fonden 11
DT Investment Partners, LLC 11
Lake Street Advisors Group, Llc 11
Tokio Marine Asset Management Co Ltd 11
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 11
Water Island Capital Llc 11
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 11
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 11
Reliance Trust Co Of Delaware 11
PLVLX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS EMG Fund Institutional Class 11
Bbva Usa 11
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 11
Counterpoint Mutual Funds LLC 11
Mark Sheptoff Financial Planning, Llc 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
Ibex Wealth Advisors 11
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 11
Royal Fund Management, LLC 11
Symphony Financial, Ltd. Co. 11
Bank Julius Baer & Co. Ltd, Zurich 11
Gries Financial Llc 11
Pallas Capital Advisors LLC 11
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 11
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 11
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 11
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 11
First Bank & Trust 11
Camarda Financial Advisors, LLC 11
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 11
Argentus Capital Management, LLC 11
Nelson Capital Management, LLC 11
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 11
Friedenthal Financial 11
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 11
Hughes Financial Services, LLC 11
SkyView Investment Advisors, LLC 11
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 11
Perpetual Ltd 11
Investment Management Corp of Ontario 11
MUFG Securities EMEA plc 11
Emerald Advisers, Llc 11
Capital A Wealth Management, LLC 11
AIA Group Ltd 11
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 11
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 11
JT Stratford LLC 11
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 11
Opal Wealth Advisors, LLC 11
CFS Investment Advisory Services, LLC 11
McAdam, LLC 11
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 11
Belvedere Trading LLC 11
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 11
Endurance Wealth Management, Inc. 11
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 10
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 10
Ramsey Quantitative Systems 10
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 10
Savior LLC 10
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 10
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 10
Mariner Investment Group Llc 10
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A 10
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 10
Wrapmanager Inc 10
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 10
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 10
180 Wealth Advisors, Llc 10
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 10
Spring Creek Capital Llc 10
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 10
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 10
EWG Elevate Inc. 10
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 10
Rs Investment Trust 10
Rs Variable Products Trust 10
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 10
Marathon Trading Investment Management LLC 10
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 10
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 10
Essex Investment Management Co Llc 10
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 10
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 10
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 10
Winfield Associates, Inc. 10
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 10
Hartline Investment Corp/ 10
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 10
Espalier Global Management LLC 10
Norinchukin Bank, The 10
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 10
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 10
Price Capital Management, Inc. 10
Truewealth Llc 10
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 10
CTC Alternative Strategies, Ltd. 10
ACG Wealth 10
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 10
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 10
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 10
MYDA Advisors LLC 10
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 10
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 10
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 10
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 10
Tobam 10
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 10
TGLMX - TCW FUNDS INC - TCW Total Return Bond Fund I Class 10
Samalin Investment Counsel, LLC 10
West Oak Capital, LLC 10
Alpenglow Capital LP 10
Perennial Investment Advisors, LLC 10
BlackRock Multi-Sector Opportunities Trust II 10
Associated Banc-corp 10
Camden Capital, LLC 10
Nations Financial Group Inc, /ia/ /adv 10
Quest 10 Wealth Builders, Inc. 10
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 10
PYELX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Local Bond Fund (Investor Class) 10
Advance Capital I Inc 10
Okabena Investment Services Inc 10
Rossby Financial, LCC 10
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 10
Lion Street Advisors, LLC 10
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 10
Woodline Partners LP 10
BLB&B Advisors, LLC 10
Visionary Wealth Advisors 10
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 10
6 Meridian 10
Foundry Partners, LLC 10
Regent Peak Wealth Advisors LLC 10
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 10
MANA Advisors LLC 10
Argent Advisors, Inc. 10
Winch Advisory Services, LLC 10
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 10
Caldwell Securities, Inc 10
BlueCrest Capital Management LLP 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Intermediate-Term Municipal Bond Portfolio Institutional Class Shares 10
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 10
Kms Financial Services, Inc 10
Legg Mason Investment Counsel, LLC 10
Total Clarity Wealth Management, Inc. 10
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 10
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 10
Munder Capital Management 10
Man Investments Ltd 10
Ogorek Anthony Joseph /ny/ /adv 10
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 10
Cordasco Financial Network 10
Wintrust Investments Llc 10
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 10
Bellwether Investment Group, LLC 10
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 10
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R 10
Corient Capital Partners, LLC 10
Rosenberg Matthew Hamilton 10
Mascoma Wealth Management LLC 10
Bayforest Capital Ltd 10
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 10
Financial Sense Advisors, Inc. 10
Denver Investment Advisors Llc 10
Rockefeller Financial Services Inc 10
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 10
PPM Funds - PPM Long Short Credit Fund (Inst) 10
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 10
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 10
INPPX - Collaborative Investment Series Trust - Preferred - Plus Class A 10
Polianta Ltd 10
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 10
Sig Brokerage, Lp 10
Covenant Asset Management, LLC 10
Cpwm, Llc 10
A3 Alternative Credit Fund 10
ProVise Management Group, LLC 10
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 10
Allen Investment Management LLC 10
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 10
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 10
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 10
TradeLink Global Equity LLC 10
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 10
Brighton Jones Llc 10
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 10
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 10
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 10
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 10
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 10
Kanaly Trust Co 10
MARSHALL WACE ASIA Ltd 10
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 10
Allianz Se 10
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 10
Phoenix Holdings Ltd. 10
Barometer Capital Management Inc. 10
Ameriflex Group, Inc. 10
Legacy Advisors, LLC 10
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 10
First Merchants Corp 10
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 10
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 10
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 10
Syverson Strege & Co 10
E Fund Management Co., Ltd. 10
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 10
Baker Tilly Financial, Llc 10
Aaron Wealth Advisors LLC 10
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 10
CBOE Vest Financial, LLC 10
Americafirst Capital Management, Llc 10
IAG Wealth Partners, LLC 10
Polar Capital Holdings Plc 10
Sax Wealth Advisors, Llc 10
Transamerica Financial Advisors, Inc. 10
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 10
Voya Global Equity Dividend & Premium Opportunity Fund 10
Trust Co Of Toledo Na /oh/ 10
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 10
Bp Plc 10
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 10
SOA Wealth Advisors, LLC. 10
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 10
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 10
Legacy Wealth Asset Management, LLC 10
Park Square Financial Group, LLC 10
Texas Yale Capital Corp. 10
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 10
Mayflower Financial Advisors, LLC 10
First New York Securities Llc /ny 10
Capitolis Advisors LLC 10
111 Capital 10
Burt Wealth Advisors 10
Putnam Premier Income Trust 10
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 10
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 10
Siemens Fonds Invest GmbH 10
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 10
EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB 10
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 10
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 10
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 10
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 10
FourThought Financial, LLC 10
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF 10
IPG Investment Advisors LLC 10
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 10
Aviance Capital Partners, LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 10
Mizuho Asset Management Co.,Ltd. 10
Clear Street Llc 10
Arcadia Investment Management Corp/mi 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 10
Carmel Capital Partners, LLC 10
Nuveen Global High Income Fund 10
Woodmont Investment Counsel Llc 10
Harbor Capital Advisors, Inc. 10
Nuveen S&p 500 Dynamic Overwrite Fund 10
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 10
Washington Trust Advisors, Inc. 10
CenterBook Partners LP 10
Thomas White International Ltd 10
First Foundation Advisors 10
Clough Capital Partners L P 10
Nicholas Investment Partners, LP 10
Us Financial Advisors, Llc 10
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 10
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 10
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 10
Tyler-Stone Wealth Management 10
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 10
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 10
North Capital, Inc. 10
Sheets Smith Wealth Management 10
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 10
Advisory Research Inc 10
Oliver Lagore Vanvalin Investment Group 10
Western Asset Mortgage Defined Opportunity Fund Inc. 10
Carnegie Capital Asset Management, LLC 10
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 10
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 10
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 10
SILVER OAK SECURITIES, Inc 10
Resurgent Financial Advisors LLC 10
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 10
WMS Partners, LLC 10
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 10
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 10
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 10
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 10
Investors Capital Advisory Services 10
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 10
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 10
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 10
Mangrove Partners 10
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 10
Schechter Investment Advisors, LLC 10
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 10
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 10
Drive Wealth Management, Llc 10
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 10
Markston International Llc 10
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 10
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 10
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 10
Fidelis Capital Partners, LLC 10
Cyndeo Wealth Partners, LLC 10
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 10
Glass Jacobson Investment Advisors llc 10
Qsemble Capital Management, LP 10
Insigneo Advisory Services, Llc 10
Beverly Hills Private Wealth, LLC 10
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 10
Everett Harris & Co /ca/ 10
Oversea-Chinese Banking CORP Ltd 10
William Blair Investment Management, Llc 10
Atlas Wealth LLC 10
Register Financial Advisors LLC 10
Mill Creek Capital Advisors, LLC 10
HYLD - Exchange Listed Funds Trust - High Yield ETF 10
Wilmington Trust Co 10
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 10
Fort Washington Investment Advisors Inc /oh/ 10
Morningstar Investment Services LLC 10
Budros, Ruhlin & Roe, Inc. 10
Lenox Wealth Management, Inc. 10
Fifth Third Wealth Advisors LLC 10
Legacy Capital Group California, Inc. 10
Snow Capital Management Lp 10
Cohen & Steers Mlp Income & Energy Opportunity Fund 10
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 10
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 10
Mazama Capital Management Inc 10
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2 10
Icon Advisers Inc/co 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
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 10
OAIB - Listed Funds Trust - Teucrium AiLA Long-Short Base Metals Strategy ETF 10
John Hancock Investors Trust 10
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 10
Nemes Rush Group LLC 10
iA Global Asset Management Inc. 10
Dreman Value Management, L L C 10
Peapack Gladstone Financial Corp 10
Dunhill Financial, LLC 10
John Hancock Tax-advantaged Dividend Income Fund 10
Segall Bryant & Hamill, Llc 10
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 10
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 10
Capital Research Global Investors 10
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 10
JPLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF 10
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 10
Norden Group Llc 10
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 10
West Paces Advisors Inc. 10
Kentucky Retirement Systems Insurance Trust Fund 10
M Holdings Securities, Inc. 10
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 10
EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB 10
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 10
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 10
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 10
Turtle Creek Wealth Advisors, LLC 10
Baillie Gifford & Co 10
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 10
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 10
Clough Global Opportunities Fund 10
Acorn Wealth Advisors, LLC 10
Tidemark, LLC 10
Frazier Financial Advisors, LLC 10
Wells Fargo Income Opportunities Fund 10
Abich Financial Wealth Management LLC 10
Financial Network Wealth Advisors LLC 10
Waddell & Reed Financial Inc 10
nVerses Capital, LLC 10
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 10
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 10
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 10
Shepherd Kaplan Krochuk, Llc 10
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 10
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 10
Triad Wealth Partners, LLC 10
Focus Financial Network, Inc. 10
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 10
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 10
Mediolanum International Funds Ltd 10
Paradigm Financial Partners, Llc 10
Oppenheimer Global Strategic Income Fund 10
Swedbank AB 10
Vanguard Morgan Growth Fund 10
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 10
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 10
Laurel Wealth Advisors LLC 10
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 10
Essex Savings Bank 10
Hayden Royal, Llc 10
BRAMX - Blackrock Allocation Target Shares - Bats Series M 10
JAIUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Conservative Portfolio NAV 10
JAIVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Moderate Portfolio NAV 10
Western Wealth Management, LLC 10
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 10
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 10
Redhawk Wealth Advisors, Inc. 10
Bell Rock Capital Llc 10
Abn Amro Investment Solutions 10
Gryphon Financial Partners LLC 10
Bremer Bank National Association 10
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 10
Endeavour Capital Advisors Inc 10
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 10
Inscription Capital, LLC 10
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 10
Brown, Lisle/cummings, Inc. 10
Pflug Koory, LLC 10
Poehling Capital Management, LLC 10
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 10
Stonebridge Financial Group, LLC 10
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 10
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 10
Hoxton Financial, Inc. 10
Boston Private Bank & Trust Co 10
Spectrum Management Group, LLC 10
Vanguard Whitehall Funds 10
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 10
Seawolf Capital, LLC 10
Richard Bernstein Advisors LLC 10
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 10
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 10
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 10
Synergy Investment Management, LLC 10
Matisse Capital 10
Boston Trust Walden Corp 10
V Wealth Advisors LLC 10
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 10
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 10
AXS Investments LLC 9
Portside Wealth Group, LLC 9
Moody National Bank Trust Division 9
Koch Industries Inc 9
Options Solutions, Llc 9
New Republic Capital, LLC 9
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 9
Sentry Investment Management Llc 9
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 9
Kingswood Wealth Advisors, Llc 9
American Funds Insurance Series 9
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 9
Kentucky Retirement Systems 9
1st Source Bank 9
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 9
Sittner & Nelson, Llc 9
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 9
Ruggie Capital Group 9
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 9
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 9
Amplify ETF Trust - Amplify AI Powered Equity ETF 9
Eubel Brady & Suttman Asset Management Inc 9
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 9
Etf Managers Group, Llc 9
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 9
WestEnd Advisors, LLC 9
Cozad Asset Management Inc 9
Malaga Cove Capital, LLC 9
Oppenheimer Quest For Value Funds 9
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 9
Sterling Investment Advisors, Ltd. 9
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 9
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 9
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 9
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 9
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 9
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 9
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 9
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 9
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 9
KAMES CAPITAL plc 9
Frontier Capital Management Co Llc 9
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 9
Williams Jones Wealth Management, LLC. 9
Morse Asset Management, Inc 9
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 9
Alpha Windward Llc 9
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 9
Vinva Investment Management Ltd 9
Traub Capital Management LLC 9
Curian Capital Llc 9
Cypress Wealth Services, LLC 9
Ronald Blue & Co Llc 9
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional 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
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 9
Consolidated Portfolio Review Corp 9
Putnam Funds Trust - Putnam Mortgage Opportunities Fund Class I 9
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 9
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 9
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 9
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 9
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 9
N.E.W. Advisory Services LLC 9
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 9
BIT Capital GmbH 9
Doyle Wealth Management 9
25 Llc 9
Icon Wealth Partners, LLC 9
Symmetry Peak Management Llc 9
Monroe Bank & Trust/mi 9
TriaGen Wealth Management LLC 9
Bray Capital Advisors 9
R&F Capital Advisors LP 9
SkyOak Wealth, LLC 9
Trust Co 9
DC Investments Management, LLC 9
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 9
Aviance Capital Management, Llc 9
SummitTX Capital, L.P. 9
Cowen And Company, Llc 9
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 9
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 9
Acrisure Capital Management, LLC 9
Fulton Breakefield Broenniman Llc 9
Frontier Wealth Management LLC 9
BlackRock Funds V - BlackRock Emerging Markets Flexible Dynamic Bond Portfolio Investor A Shares 9
Farringdon Capital, Ltd. 9
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 9
Roundview Capital LLC 9
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 9
ASR Vermogensbeheer N.V. 9
Penn Capital Management Co Inc 9
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 9
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 9
Livingston Group Asset Management CO (operating as Southport Capital Management) 9
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 9
Americana Partners, LLC 9
Omnia Family Wealth, LLC 9
Parsons Capital Management Inc/ri 9
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 9
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 9
Fidelity Oxford Street Trust II - Fidelity Commodity Strategy Central Fund 9
Western Asset High Yield Defined Opportunity Fund Inc. 9
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 9
Novem Group 9
Samlyn Capital, Llc 9
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 9
Wakefield Asset Management LLLP 9
Cca Investments Trust 9
PXBAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM International Bond Fund Class A 9
Ropes Wealth Advisors Llc 9
PUTNAM VARIABLE TRUST - Putnam VT Mortgage Securities Fund Class IA Shares 9
MERVX - MERGER FUND VL - The Merger Fund VL 9
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 9
WBLNX - WILLIAM BLAIR FUNDS - William Blair Low Duration Fund Class N 9
Coppell Advisory Solutions Corp. 9
Roble, Belko & Company, Inc 9
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 9
Meeder Advisory Services, Inc. 9
Chartwell Investment Partners, Llc 9
Greenwood Capital Associates Llc 9
Otter Creek Advisors, LLC 9
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 9
Balasa Dinverno & Foltz Llc 9
PIMCO Access Income Fund 9
Thompson Investment Management, Inc. 9
First National Bank Of Omaha 9
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 9
Hodges Capital Management Inc. 9
GFG Capital, LLC 9
Price Wealth Management, Inc. 9
Whitnell & Co. 9
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 9
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 9
Whitebox Advisors Llc 9
L2 Asset Management, LLC 9
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 9
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 9
Bollard Group LLC 9
Arlington Partners LLC 9
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 9
First Interstate Bank 9
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 9
ORG Wealth Partners, LLC 9
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 9
Kowal Investment Group, LLC 9
Aspen Grove Capital, LLC 9
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 9
Schonfeld Group Holdings LLC 9
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 9
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 9
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 9
Moran Wealth Management, LLC 9
Valmark Advisers, Inc. 9
D L Carlson Investment Group Inc 9
Advisor OS, LLC 9
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 9
Keel Point, LLC 9
Gardner Lewis Asset Management L P 9
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 9
PIMGMVA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Balanced Allocation Portfolio Administrative 9
WFA of San Diego, LLC 9
Nordwand Advisors, LLC 9
VestGen Advisors, LLC 9
CNB Bank 9
Family Firm, Inc. 9
Icon Wealth Advisors, LLC 9
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 9
Stoneridge Investment Partners Llc 9
First Midwest Bank Trust Division 9
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 9
Redpoint Investment Management Pty Ltd 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 9
Cranbrook Wealth Management, LLC 9
Sageworth Trust Co of South Dakota 9
Herndon Capital Management Llc 9
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 9
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 9
FOINX - Tributary Funds, Inc. - Income Fund Institutional 9
Nachman Norwood & Parrott, Inc 9
Bellwether Advisors, LLC 9
IMA Wealth, Inc. 9
Columbia Partners L L C Investment Management 9
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 9
Nuveen Flexible Investment Income Fund 9
Ziegler Capital Management, LLC 9
Welch Group, LLC 9
Royce Value Trust Inc 9
Cornerstone Advisors, LLC 9
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 9
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 9
AMG National Trust Bank 9
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 9
Clarus Wealth Advisors 9
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 9
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell 9
Zebra Capital Management LLC 9
Sierra Ocean, Llc 9
NatWest Group plc 9
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 9
Cornerstone Strategic Value Fund Inc 9
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 9
Kalos Management, Inc. 9
BOK Financial Private Wealth, Inc. 9
Princeton Global Asset Management LLC 9
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 9
FIFGX - FIDELITY OXFORD STREET TRUST - Fidelity SAI Inflation-Focused Fund 9
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 9
Cavalier Investments, LLC 9
Brasada Capital Management, Lp 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 9
Dreyfus High Yield Strategies Fund 9
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 9
Beacon Harbor Wealth Advisors, Inc. 9
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 9
Institutional & Family Asset Management, Llc 9
First Eagle Investment Management, LLC 9
Parisi Gray Wealth Management 9
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 9
GoalVest Advisory LLC 9
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 9
CMT Capital Markets Trading GmbH 9
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 9
Rothschild Asset Management Inc 9
Wilmington Funds Management Corp 9
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 9
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 9
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 9
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 9
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 9
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 9
Bremer Trust National Association 9
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 9
Allianzgi Diversified Income & Convertible Fund 9
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 9
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 9
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 9
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 9
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 9
Prescott Group Capital Management, L.l.c. 9
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 9
Aureus Asset Management, LLC 9
Howard Hughes Medical Institute 9
VSR Financial Services, Inc. 9
Salomon & Ludwin, LLC 9
WealthTrust Fairport, LLC 9
Kings Point Capital Management 9
MTM Investment Management, LLC 9
GLBNX - Managed Portfolio Series - Great Lakes Bond Fund Institutional Class Shares 9
J. Safra Sarasin Holding AG 9
Bahl & Gaynor Inc 9
Pin Oak Investment Advisors Inc 9
Actinver Wealth Management, Inc. 9
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 9
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 9
Verity Asset Management, Inc. 9
Cim Investment Mangement Inc 9
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 9
Global Wealth Management Investment Advisory, Inc. 9
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 9
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 9
Usaa Etf Trust 9
Personal Wealth Partners 9
Camelot Portfolios, LLC 9
Holistic Financial Partners 9
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 9
PRW Wealth Management LLC 9
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 9
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 9
Insight Select Income Fund 9
Glg Llc 9
SYM FINANCIAL Corp 9
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 9
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 9
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 9
Vanguard Capital Wealth Advisors 9
Haverford Trust Co 9
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 9
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 9
Norris Perne & French Llp/mi 9
Hilltop National Bank 9
Harbor Advisors LLC 9
Jump Trading, Llc 9
Centerpoint Advisors, LLC 9
Arrowgrass Capital Partners (us) Lp 9
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 9
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 9
CCMG - EA Series Trust - CCM Global Equity ETF 9
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 9
Exencial Wealth Advisors, Llc 9
Coastline Trust Co 9
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 9
MPS Loria Financial Planners, LLC 9
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 9
SPX Equities Gestao de Recursos Ltda 9
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 9
Fullerton Fund Management Co Ltd 9
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 9
Alerus Financial Na 9
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 9
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 9
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 9
Oppenheimer Integrity Funds 9
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 9
NINE MASTS CAPITAL Ltd 9
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 9
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 9
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 9
Bramshill Investments, LLC 9
Ssi Investment Management Llc 9
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 9
WESPAC Advisors SoCal, LLC 9
Addison Capital Co 9
Bnc Wealth Management, Llc 9
Dymon Asia Capital (singapore) Pte. Ltd. 9
Commonwealth Financial Services, LLC 9
Amplius Wealth Advisors, LLC 9
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 9
Accuvest Global Advisors 9
JACKSON VARIABLE SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 9
Capital Impact Advisors, LLC 9
Adams Diversified Equity Fund, Inc. 9
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 9
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 9
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 9
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9
Nikko Asset Management Americas, Inc. 9
Wagner Wealth Management, Llc 9
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 9
Highland Capital Management Lp 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 9
BSW Wealth Partners 9
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 9
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 9
Calamos Convertible & High Income Fund 9
Calamos Convertible Opportunities & Income Fund 9
Desjardins Global Asset Management Inc. 9
Campbell Multi-strategy Trust 9
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 9
Planning Capital Management Corp 9
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 9
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 9
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 9
Sage Rhino Capital Llc 9
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 9
Vectors Research Management, LLC 9
Missouri Trust & Investment Co 9
CADTX - Starboard Investment Trust - Cavalier Adaptive Income Fund Institutional Class Shares 9
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 9
Thornburg Investment Management Inc 9
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 9
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 9
PGGM Investments 9
LM Advisors LLC 9
MBEQX - M FUND INC - M International Equity Fund 9
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 9
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 9
Old Second National Bank Of Aurora 9
Rainier Investment Management Llc 9
Millstone Evans Group, LLC 9
Cumberland Partners Ltd 9
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 9
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 9
Dogwood Wealth Management LLC 9
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 9
Pendal Group Ltd 9
One Capital Management, LLC 9
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 9
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 9
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 9
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 9
Solstein Capital, LLC 9
Everpar Advisors Llc 9
SFY - Tidal ETF Trust - SoFi Select 500 ETF 9
Industrial Alliance Investment Management Inc. 9
Bridges Investment Management Inc 9
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 9
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 9
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 9
Ardsley Advisory Partners Lp 9
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 9
Sanders Morris Harris Llc 9
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 9
Morton Brown Family Wealth, LLC 9
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 9
FSA Wealth Management LLC 9
Uncommon Cents Investing LLC 9
LVW Advisors, LLC 9
Dynasty Wealth Management, Llc 9
Hl Financial Services Llc 9
Golden State Equity Partners 9
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 9
Windsor Capital Management, LLC 9
Lecap Asset Management Ltd 9
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 9
Systematic Alpha Investments, LLC 9
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 9
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) 9
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 9
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 9
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 9
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 9
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 9
Shay Capital LLC 9
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 9
IWC - iSHARES TRUST - iShares Micro-Cap ETF 9
Alaska Permanent Fund Corp 9
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 9
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 9
Putnam Fl Investment Management Co 9
Lmcg Investments, Llc 9
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 9
Amica Mutual Insurance Co 9
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 9
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 9
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 9
Meiji Yasuda Life Insurance Co 9
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 9
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 9
Planned Solutions, Inc. 9
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 9
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 9
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 9
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 9
Guardian Wealth Advisors, Llc / Nc 9
Athena Capital Advisors Llc 9
WealthStone, Inc. 9
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 9
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 9
Gordian Capital Singapore Pte Ltd 9
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 9
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 9
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 9
New Millennium Group LLC 9
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 9
Thrive Wealth Management, LLC 9
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 9
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 9
AustralianSuper Pty Ltd 9
Virtus ETF Advisers LLC 9
Precision Wealth Strategies, LLC 9
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 9
River & Mercantile Asset Management Llp 9
TCTC Holdings, LLC 9
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 9
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 9
PLVTX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS International Fund Institutional Class 9
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 9
Glazer Capital, Llc 9
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 9
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 9
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 9
Corton Capital Inc. 9
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 9
Logan Capital Management Inc 9
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 9
Capital Advisors Inc/ok 9
Ramirez Asset Management, Inc. 9
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 9
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 9
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 9
SEMMX - ADVISORS SERIES TRUST - Semper MBS Total Return Fund Institutional Class 9
Jpmorgan Trust Iii 9
Independent Solutions Wealth Management, LLC 9
Avidian Wealth Solutions, LLC 9
Whitener Capital Management, Inc. 9
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 9
Wells Fargo Utilities & High Income Fund 9
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 9
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 9
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 9
Franklin Templeton ETF Trust - Franklin Income Focus ETF 9
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 9
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 9
First United Bank Trust/ 9
Certified Advisory Corp 9
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 9
Emerald Mutual Fund Advisers Trust 9
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 9
Patten Group, Inc. 9
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio I 9
Railway Pension Investments Ltd 9
Rotella Capital Management, Inc. 9
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 9
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 8
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 8
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 8
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 8
Stone House Investment Management, LLC 8
Synergy Financial Management, LLC 8
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 8
Resolute Advisors LLC 8
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 8
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 8
Whalerock Point Partners, Llc 8
Sovereign Financial Group, Inc. 8
Parsec Financial Management, Inc. 8
DHJJ Financial Advisors, Ltd. 8
F/M Investments LLC 8
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 8
Resources Management Corp /ct/ /adv 8
Standard Family Office LLC 8
Cobiz Investment Management, Llc 8
Safeguard Investment Advisory Group, LLC 8
Retirement Group, LLC 8
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 8
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 8
Main Street Financial Solutions, LLC 8
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 8
Teton Westwood Funds 8
REAP Financial Group, LLC 8
Norway Savings Bank 8
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 8
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 8
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 8
Mission Wealth Management, Lp 8
YHB Investment Advisors, Inc. 8
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 8
Bnp Paribas 8
Central Bank & Trust Co 8
Allianzgi Convertible & Income Fund Ii 8
Allianzgi Convertible & Income Fund 8
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF 8
GHQIX - AMERICAN BEACON FUNDS - American Beacon Garcia Hamilton Quality Bond Fund Institutional Class 8
Atwood & Palmer Inc 8
Baltimore-Washington Financial Advisors, Inc. 8
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 8
Clarius Group, LLC 8
Koss-Olinger Consulting, LLC 8
TCW ETF Trust - TCW Corporate Bond ETF 8
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 8
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 8
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 8
Optimal Asset Management, Inc. 8
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 8
Bulldog Investors, LLP 8
Independence Bank of Kentucky 8
Sierra Capital LLC 8
FCSSX - FIDELITY OXFORD STREET TRUST - Fidelity Series Commodity Strategy Fund 8
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 8
Kb Financial Partners, Llc 8
Cary Street Partners Financial Llc 8
Invst, LLC 8
Connable Office Inc 8
Stux Capital Management, LLC 8
Prudential Global Short Duration High Yield Fund, Inc. 8
Signition Lp 8
Y.D. More Investments Ltd 8
Bank of New Hampshire 8
Joseph P. Lucia & Associates, LLC 8
Clear Investment Research, Llc 8
Daiwa Capital Markets America Inc. 8
Connor Clark & Lunn Investment Management Ltd 8
Transform Wealth, LLC 8
Rathbone Brothers plc 8
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 8
Columbus Circle Investors 8
Wilmington Trust, National Association 8
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 8
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 8
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 8
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 8
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 8
Herold Advisors, Inc. 8
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 8
Boston Financial Mangement Llc 8
GlobalBridge, Inc. 8
Winton Capital Management Ltd 8
CWSDX - Chartwell Funds - Chartwell Short Duration Bond Fund 8
Delaware Vip Trust - Delaware Vip Value Series Standard Class 8
Jolley Asset Management, LLC 8
Nuveen Fund Advisors, LLC 8
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 8
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 8
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 8
Kavar Capital Partners, LLC 8
McGuire Investment Group, LLC 8
Amplify ETF Trust - Amplify Digital & Online Trading ETF 8
Davidson Capital Management Inc. 8
Fairfield, Bush & Co. 8
Nicolet Advisory Services, Llc 8
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 8
PDS Planning, Inc 8
Bbr Partners, Llc 8
Hexavest Inc. 8
Filbrandt Wealth Management, LLC 8
Quantessence Capital LLC 8
Phocas Financial Corp. 8
RMR Wealth Builders 8
Eisler Capital Management Ltd. 8
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 8
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 8
Dixon Hughes Goodman Wealth Advisors LLC 8
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 8
Blackstone / Gso Long-short Credit Income Fund 8
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 8
Bridgecreek Investment Management, LLC 8
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 8
CarsonAllaria Wealth Management, Ltd. 8
Santa Fe Partners LLC 8
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 8
Advisors Capital Management, LLC 8
Silvant Capital Management LLC 8
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 8
Chemistry Wealth Management LLC 8
IXG - iSHARES TRUST - iShares Global Financials ETF 8
Procyon Private Wealth Partners, LLC 8
Doliver Advisors, Lp 8
Raiffeisen Bank International AG 8
Tower Bridge Advisors 8
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 8
Guardian Capital Lp 8
Waters Parkerson & Co., Llc 8
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 8
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 8
Axiom International Investors Llc /de 8
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 8
Moody Aldrich Partners Llc 8
Alphagen Securities Llc 8
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2024 8
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 8
Wealth Quarterback LLC 8
South Plains Financial, Inc. 8
Boyd Watterson Asset Management Llc/oh 8
Old Point Trust & Financial Services N A 8
Chilton Investment Co Llc 8
Security National Trust Co 8
Oak Harbor Wealth Partners, Llc 8
J.Safra Asset Management Corp 8
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 8
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 8
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 8
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 8
Deseret Mutual Benefit Administrators 8
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 8
Patten & Patten Inc/tn 8
Optas, LLC 8
Pacific Capital Wealth Advisors, Inc 8
Donald L. Hagan, LLC 8
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 8
Pathway Financial Advisors LLC 8
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 8
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 8
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 8
Glassy Mountain Advisors, Inc. 8
American Trust 8
New Wave Wealth Advisors Llc 8
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 8
Santori & Peters, Inc. 8
Cantab Capital Partners LLP 8
ICONIQ Capital, LLC 8
Banco BTG Pactual S.A. 8
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 8
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 8
Halbert Hargrove Global Advisors, Llc 8
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 8
Spears Abacus Advisors LLC 8
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 8
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 8
My Personal CFO, LLC 8
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 8
Empirical Asset Management, LLC 8
Alphadyne Asset Management, LLC 8
Kathmere Capital Management, LLC 8
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 8
Lansing Street Advisors 8
Gamble Jones Investment Counsel 8
Advanced Series Trust - Ast Small-cap Growth Portfolio 8
1620 Investment Advisors, Inc. 8
IPPP - Listed Funds Trust - Preferred-Plus ETF 8
Fort Point Capital Partners LLC 8
Parcion Private Wealth LLC 8
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 8
Saudi Central Bank 8
Live Oak Private Wealth LLC 8
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 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
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 8
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 8
Boenning & Scattergood, Inc. 8
Busey Wealth Management 8
West Branch Capital LLC 8
Insight 2811, Inc. 8
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 8
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 8
Beach Investment Counsel Inc/pa 8
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 8
Ray Gerald L & Associates Ltd 8
MONTX - MONETTA TRUST - Monetta Fund 8
Evermay Wealth Management Llc 8
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 8
Bradley Foster & Sargent Inc/ct 8
Congress Asset Management Co /ma 8
Aspiriant, Llc 8
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 8
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 8
Douglass Winthrop Advisors, LLC 8
Telemus Capital, Llc 8
Lee Capital Holdings LLC 8
ICA Group Wealth Management, LLC 8
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 8
Brewin Dolphin Wealth Management Ltd 8
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 8
Cornerstone Total Return Fund Inc 8
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 8
Kornitzer Capital Management Inc /ks 8
Baldwin Investment Management, LLC 8
Armstrong Advisory Group, Inc 8
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 8
Catalyst Financial Partners Llc 8
Perkins Coie Trust Co 8
Fiduciary Alliance LLC 8
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 8
Tradeworx Inc. 8
Sumitomo Life Insurance Co 8
Dai-ichi Life Holdings, Inc. 8
Ingalls & Snyder Llc 8
Richard W. Paul & Associates, LLC 8
Integrated Quantitative Investments LLC 8
Ethos Financial Group, LLC 8
SYSTM Wealth Solutions LLC 8
FUKOKU MUTUAL LIFE INSURANCE Co 8
Founders Financial Securities Llc 8
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 8
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 8
Oliver Luxxe Assets LLC 8
Blume Capital Management, Inc. 8
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 8
Stokes Family Office, LLC 8
MML Series Investment Fund II - MML Equity Fund Initial Class 8
PIMCO Energy & Tactical Credit Opportunities Fund 8
Strategic Investment Solutions, Inc. /IL 8
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 8
Numerai GP LLC 8
Cornerstone Advisors Inc 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 8
Green Square Capital Advisors Llc 8
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 8
Union Bancaire Privee, UBP SA 8
Carolina Wealth Advisors, 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
Signature Estate & Investment Advisors Llc 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
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 8
New England Research & Management, Inc. 8
Trust Asset Management LLC 8
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 8
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 8
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 8
Affinity Investment Advisors, Llc 8
Girard Partners Ltd. 8
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 8
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 8
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 8
Venture Visionary Partners LLC 8
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 8
Putnam ETF Trust - Putnam ESG Core Bond ETF - 8
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 8
Pacifica Partners Inc. 8
Algebris Investments (UK) LLP 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 8
Hanson & Doremus Investment Management 8
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 8
Bank Of Nova Scotia Trust Co 8
Nilsine Partners, LLC 8
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 8
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 8
Murphy & Mullick Capital Management Corp 8
Miles Capital, Inc. 8
Fdp Series, Inc. 8
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 8
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 8
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 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
Canandaigua National Bank & Trust Co 8
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 8
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 8
TrimTabs Asset Management, LLC 8
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 8
55i, Llc 8
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 8
J. Goldman & Co LP 8
Whipplewood Advisors, LLC 8
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 8
Monashee Investment Management LLC 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
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 8
Krilogy Financial LLC 8
EA Series Trust 8
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 8
Cherry Tree Wealth Management, LLC 8
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 8
Northwestern Mutual Investment Services Llc 8
Fairscale Capital, LLC 8
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 8
Quest Investment Management Llc 8
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 8
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 8
Chilton Capital Management Llc 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 8
Beacon Investment Advisory Services, Inc. 8
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 8
Wilbanks Smith & Thomas Asset Management Llc 8
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 8
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 8
Aft, Forsyth & Company, Inc. 8
Gyroscope Capital Management Group, Llc 8
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 8
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 8
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 8
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 8
Moss Adams Wealth Advisors LLC 8
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 8
Vestor Capital, Llc 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
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 8
ARGI Investment Services, LLC 8
Westfield Capital Management Co Lp 8
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 8
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 8
M&g Investment Management Ltd 8
1492 Capital Management LLC 8
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 8
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 8
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 8
OHSDX - RBB FUND, INC. - Oakhurst Short Duration Bond Fund Institutional Shares 8
Bear Mountain Capital, Inc. 8
FYHTX - FIDELITY OXFORD STREET TRUST - Fidelity Commodity Strategy Fund 8
Callan Capital, LLC 8
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 8
Cetera Trust Company, N.A 8
Pekin Hardy Strauss, Inc. 8
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 8
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 8
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 8
Saba Capital Management, L.P. 8
Gilliland Jeter Wealth Management LLC 8
Oarsman Capital, Inc. 8
Highland Capital Management Fund Advisors, L.p. 8
Signature Resources Capital Management, LLC 8
Polaris Wealth Advisory Group, LLC 8
Guardian Life Insurance Co Of America 8
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 8
Orbis Allan Gray Ltd 8
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 8
Diversify Wealth Management, Llc 8
Savvy Advisors, Inc. 8
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 8
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 8
PFG Private Wealth Management, LLC 8
First Trust Portfolios Lp 8
Hurley Capital, LLC 8
Plato Investment Management Ltd 8
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 8
Gargoyle Investment Advisor L.L.C. 8
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 8
Capitolis Liquid Global Markets LLC 8
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 8
First Trust Mortgage Income Fund 8
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 8
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 8
Foster Dykema Cabot & Partners, Llc 8
Dynamic Capital Management Ltd 8
Capital International Investors 8
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 8
Db-x Exchange-traded Funds Inc. 8
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 8
Calamos Dynamic Convertible & Income Fund 8
Wealthsource Partners, Llc 8
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 8
Hobbs Group Advisors, LLC 8
Dodge & Cox 8
Willingdon Wealth Management 8
Sivia Capital Partners, LLC 8
Richardson Financial Services Inc. 8
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 8
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 8
RPg Family Wealth Advisory, LLC 8
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 8
Horan Securities, Inc. 8
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 8
Gladius Capital Management LP 8
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 8
Virginia Retirement System 8
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 8
Bank Of The West 8
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 8
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 8
Central Pacific Bank - Trust Division 8
Sterne Agee Group, Inc. 8
Stratos Wealth Advisors, LLC 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 8
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 8
Lakeview Capital Partners, LLC 8
Sepio Capital, LP 8
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 8
Tributary Capital Management, LLC 8
Franklin Ltd Duration Income Trust 8
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 8
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 8
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 8
Rokos Capital Management LLP 8
Semmax Financial Advisors Inc. 8
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 8
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 8
Guidance Point Advisors, LLC 8
GFFIX - Gator Series Trust - Gator Financial Fund 8
Lingohr & Partner Asset Management GmbH 8
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 8
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 8
Abacus Planning Group, Inc. 8
Cynosure Management, Llc 8
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 8
Brandywine Oak Private Wealth Llc 8
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 8
VCBCX - VALIC Co I - Blue Chip Growth Fund 8
Atlantic Union Bankshares Corp 8
Nkcfo Llc 8
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 8
Legacy Bridge, LLC 8
River Wealth Advisors LLC 8
World Equity Group, Inc. 8
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 8
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 8
Lucus Advisors Llc 8
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 8
Talon Private Wealth, LLC 8
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 8
Flaharty Asset Management, LLC 8
Personal Capital Advisors Corp 8
Braun-Bostich & Associates Inc. 8
Avalon Advisors, Llc 8
Linden Advisors Lp 8
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 8
Ridgewood Investments LLC 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
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 8
Founders Capital Management 8
Knights of Columbus Asset Advisors LLC 8
CFO4Life Group, LLC 8
Vivaldi Capital Management, LLC 8
AUERX - Unified Series Trust - Auer Growth Fund 8
Clear Perspective Advisors, LLC 8
W.G. Shaheen & Associates DBA Whitney & Co 8
Tennessee Valley Asset Management Partners 8
Axiom Investment Management LLC 8
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 8
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 8
Delta Lloyd Nv 8
Paulson Wealth Management Inc. 8
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 8
Crescent Grove Advisors, LLC 8
Algebris (uk) Ltd 8
Rockland Trust Co 8
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 8
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 8
Thomasville National Bank 8
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 8
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 8
Westchester Capital Management, LLC 8
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 8
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 8
Mesirow Financial Investment Management, Inc. 8
Pinnacle Family Advisors, LLC 8
Donoghue Forlines LLC 8
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 8
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 8
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 8
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 8
Capital Income Builder 8
Rothschild Investment Corp /il 8
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 8
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 8
Sage Mountain Advisors LLC 8
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 8
OTA Financial Group L.P. 8
KCS Wealth Advisory 8
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 8
Cerebellum GP, LLC 8
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 8
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 8
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 8
Ikos Cif Ltd 8
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 8
Good Life Advisors, LLC 8
Flinton Capital Management LLC 8
Fieldview Capital Management, LLC 8
Financial Advisors Network, Inc. 8
Bienville Capital Management, LLC 8
Rivernorth Capital Management, Llc 8
JJJ Advisors Inc. 8
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 8
Kmg Fiduciary Partners, Llc 8
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 8
Harfst & Associates, Inc. 8
Montecito Bank & Trust 8
Glenview Trust Co 8
Oppenheimer Capital Income Fund 8
Armis Advisers, LLC 8
Symmetry Investments LP 8
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 8
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 8
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 8
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 8
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 8
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 8
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 7
Mystic Asset Management, Inc. 7
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 7
Stonnington Group, Llc 7
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 7
LFA - Lugano Financial Advisors SA 7
Alpine Bank Wealth Management 7
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 7
Sand Hill Global Advisors, LLC 7
Advent Claymore Convertible Securities & Income Fund 7
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 7
ADVANCED SERIES TRUST - AST Bond Portfolio 2027 7
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 7
First Community Trust Na 7
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 7
Stanford Investment Group, Inc. 7
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 7
Mraz, Amerine & Associates, Inc. 7
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 7
Private Wealth Partners, LLC 7
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 7
Capital Investment Advisors, LLC 7
Fi3 FINANCIAL ADVISORS, LLC 7
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 7
Scoggin Management Lp 7
Freedman Financial Associates, Inc. 7
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 7
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 7
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 7
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 7
Zullo Investment Group, Inc. 7
O'ROURKE & COMPANY, Inc 7
West Michigan Advisors, Llc 7
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 7
LifePlan Financial Group, Inc 7
Beach Investment Management, LLC. 7
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 7
Tiaa Trust, National Association 7
Leap Investments Lp 7
Ambassador Advisors, LLC 7
Resonant Capital Advisors, LLC 7
Leverage Partners Absolute Return Fund SPC 7
Oxford Financial Group Ltd 7
Mainstream Capital Management LLC 7
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 7
Braun Stacey Associates Inc 7
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 7
Intrepid Capital Management Inc 7
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 7
Orrstown Financial Services Inc 7
Perkins Investment Management, LLC 7
Redmont Wealth Advisors Llc 7
Steinberg Global Asset Management 7
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 7
Greenline Partners, LLC 7
Factory Mutual Insurance Co 7
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 7
Altfest L J & Co Inc 7
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 7
PFS Partners, LLC 7
Silicon Valley Capital Partners 7
Sfmg, Llc 7
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 7
Krane Funds Advisors LLC 7
YieldStreet Prism Fund Inc. 7
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 7
Hall Laurie J Trustee 7
RSST - Tidal Trust II - Return Stacked(R) U.S. Stocks & Managed Futures ETF 7
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 7
Valued Wealth Advisors LLC 7
Traynor Capital Management, Inc. 7
Delphia (USA) Inc. 7
Financial Perspectives, Inc 7
Nearwater Capital Markets, Ltd 7
Aberdeen Global Income Fund Inc 7
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 7
Calamos Wealth Management LLC 7
Fairfield Financial Advisors, LTD 7
EULAV Asset Management 7
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 7
Circle Wealth Management, LLC 7
Meyer Handelman Co 7
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 7
RiverFront Investment Group, LLC 7
Trust Point Inc. 7
Kwmg, Llc 7
Ctc Llc 7
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 7
Financial Advisory Service, Inc. 7
Homrich & Berg 7
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 7
Oppenheimer Corporate Bond Fund 7
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 7
Raab & Moskowitz Asset Management LLC 7
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 7
Nfj Investment Group, Llc 7
RWC Asset Management LLP 7
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 7
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 7
Mariner Wealth Advisors-NYC, LLC 7
American Research & Management Co. 7
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 7
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 7
True North Advisors, LLC 7
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 7
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 7
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 7
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 7
Fortress Investment Group LLC 7
Dearborn Partners Llc 7
Premier Asset Management Llc 7
EHLS - Tidal Trust II - Even Herd Long Short ETF 7
O'Neil Global Advisors, Inc. 7
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 7
Dimension Capital Management Llc 7
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 7
Holloway Wealth Management, LLC 7
Custom Index Systems, Llc 7
Sapient Capital Llc 7
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 7
Epoch Investment Partners, Inc. 7
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 7
AIA Investment Management Private Ltd 7
Annapolis Financial Services, LLC 7
Rivernorth Opportunities Fund, Inc. 7
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 7
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 7
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 7
Sii Investments Inc/wi 7
Investment Centers Of America Inc 7
American Independence Financial Services LLC 7
Vaughan Nelson Investment Management, L.p. 7
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 7
Stonegate Investment Group, LLC 7
Stephenson National Bank & Trust 7
Tactive Advisors, LLC 7
HCR Wealth Advisors 7
Eagle Ridge Investment Management 7
Ag2r La Mondiale Gestion D'actifs 7
Voya Global Advantage & Premium Opportunity Fund 7
Stonebrook Private Inc. 7
Sabal Trust CO 7
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 7
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 7
Horrell Capital Management, Inc. 7
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 7
Nuveen Diversified Dividend & Income Fund 7
Guild Investment Management, Inc. 7
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 7
Moloney Securities Asset Management, LLC 7
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 7
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 7
Nuveen S&p 500 Buywrite Income Fund 7
Northwest Financial Advisors 7
Lehman Financial Resources, Inc. 7
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 7
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 7
First Pacific Financial 7
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 7
Quotient Wealth Partners, LLC 7
Black Swift Group, LLC 7
North Star Asset Management Inc 7
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 7
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 7
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 7
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 7
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 7
Atlantic Edge Private Wealth Management, LLC 7
Biltmore Family Office, LLC 7
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 7
Oasis Management Co Ltd. 7
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 7
Gw Henssler & Associates Ltd 7
Ilmarinen Mutual Pension Insurance Co 7
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 7
Northpointe Capital Llc 7
Catalytic Wealth RIA, LLC 7
Stuart Chaussee & Associates, Inc. 7
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 7
Ameliora Wealth Management Ltd. 7
Signal Advisors Wealth, LLC 7
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 7
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 7
CoreFirst Bank & Trust 7
Decker Retirement Planning Inc. 7
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 7
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 7
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 7
Shapiro Capital Management Llc 7
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 7
Jabre Capital Partners S.A. 7
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 7
West Family Investments, Inc. 7
Waterloo Capital, L.P. 7
Degroof Petercam Asset Management 7
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 7
Capital Management Associates /ny/ 7
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 7
Capstone Series Fund Inc 7
Advanced Series Trust - Ast Small-cap Value Portfolio 7
Williams Jones & Associates LLC 7
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 7
Main Street Group, LTD 7
First Financial Bankshares Inc 7
Maryland Capital Advisors Inc. 7
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 7
Noble Wealth Management PBC 7
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 7
Chase Investment Counsel Corp 7
Waddell & Associates, Llc 7
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 7
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 7
AlTi Global, Inc. 7
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 7
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 7
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 7
Ariel Investments, Llc 7
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 7
Trellus Management Company, LLC 7
DGS Capital Management, LLC 7
Carnick & Kubik, LLC 7
Blackstone / Gso Strategic Credit Fund 7
BigSur Wealth Management LLC 7
Temasek Holdings (Private) Ltd 7
Sunflower Bank, N.A. 7
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 7
Beech Hill Advisors, Inc. 7
Fort Sheridan Advisors Llc 7
Global Endowment Management, LP 7
Rainier Investment Management Mutual Funds 7
Kiwi Wealth Investments Limited Partnership 7
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 7
Ahrens Investment Partners LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 7
683 Capital Management, LLC 7
Pfs Investments Inc. 7
CMF - iSHARES TRUST - iShares California Muni Bond ETF 7
MBL Wealth, LLC 7
Clarkston Capital Partners, LLC 7
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 7
Groupama Asset Managment 7
Welch & Forbes Llc 7
VSM Wealth Advisory, LLC 7
Wayfinding Financial, LLC 7
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 7
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 7
Leo Wealth, LLC 7
NuWave Investment Management, LLC 7
Baron Silver Stevens Financial Advisors, Llc 7
Sustainable Insight Capital Management, LLC 7
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 7
Growth Fund Of America 7
Credential Qtrade Securities Inc. 7
Reuter James Wealth Management, Llc 7
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 7
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 7
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 7
First Command Bank 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 7
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 7
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 7
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 7
First Command Financial Services, Inc. 7
Aries Wealth Management 7
RVW Wealth, LLC 7
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 7
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 7
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 7
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 7
Wedmont Private Capital 7
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 7
Profunds - Profund Vp Small-cap Value 7
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 7
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 7
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 7
Wellesley Asset Management 7
Mainstay Capital Management Llc /adv 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 7
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 7
Jackson, Grant Investment Advisers, Inc. 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 7
Fundamentun, Llc 7
STFGX - Advisers Investment Trust - State Farm Growth Fund 7
AlphaOne Investment Services, LLC 7
ENDW - EA Series Trust - Cambria Endowment Style ETF 7
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 7
Gratus Capital LLC 7
Nicholas Hoffman & Company, LLC. 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 7
Owl Creek Asset Management, L.P. 7
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 7
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 7
Varma Mutual Pension Insurance Co 7
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 7
Fiduciary Group LLC 7
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 7
Embree Financial Group 7
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 7
Discovery Capital Management, Llc / Ct 7
American Financial Network Advisory Services Llc 7
Westend Capital Management LLC 7
Arcus Capital Partners, LLC 7
F&C Asset Management plc 7
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 7
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 7
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 7
Generali Asset Management SPA SGR 7
Monument Capital Management 7
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 7
Accredited Wealth Management, LLC 7
GMODX - GMO TRUST - GMO Opportunistic Income Fund Class VI 7
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 7
Loeb Partners Corp 7
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 7
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 7
Farmers & Merchants Trust Co of Chambersburg PA 7
Unigestion Holding SA 7
Costello Asset Management, INC 7
Marshall & Sterling Wealth Advisors Inc. 7
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 7
Carmichael Hill & Associates, Inc. 7
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 7
Inspire Advisors, LLC 7
Little House Capital Llc 7
PMC FIG Opportunities LLC 7
Easterly Investment Partners Llc 7
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 7
Comerica Securities Inc 7
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 7
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 7
VBCVX - VALIC Co I - Systematic Value Fund 7
Delphi Management Inc /ma/ 7
Greykasell Wealth Strategies, Inc. 7
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 7
Cornerstone Wealth Group, LLC 7
Asahi Life Asset Management Co., Ltd. 7
CHURCHILL MANAGEMENT Corp 7
FSTQX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Developed Markets Bond Index Fund 7
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 7
Sompo Japan Nipponkoa Asset Management Co.,ltd. 7
Angeles Investment Advisors, LLC 7
Smith Group Asset Management, LLC 7
Highstreet Asset Management Inc. 7
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 7
Aj Wealth Strategies, Llc 7
AllSquare Wealth Management LLC 7
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 7
Lowe Brockenbrough & Co Inc 7
Ferguson Wellman Capital Management, Inc 7
Gofen & Glossberg Llc /il/ 7
Strategic Asset Management, LLC 7
Consolidated Planning Corp 7
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 7
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 7
US Asset Management LLC 7
Putnam Master Intermediate Income Trust 7
Frisch Financial Group, Inc. 7
Crawford Investment Counsel Inc 7
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 7
Bangor Savings Bank 7
Seizert Capital Partners, Llc 7
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 7
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 7
Kaizen Advisory, Llc 7
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 7
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 7
First PREMIER Bank 7
Intact Investment Management Inc. 7
Lucia Wealth Services, Llc 7
Patton Fund Management, Inc. 7
Southpoint Capital Advisors LP 7
Sentinel Trust Co Lba 7
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 7
Tairen Capital Ltd 7
Vision Financial Markets Llc 7
Roxbury Financial LLC 7
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 7
B. Metzler seel. Sohn & Co. Holding AG 7
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 7
Anfield Capital Management, LLC 7
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 7
Soltis Investment Advisors LLC 7
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 7
Austin Private Wealth, LLC 7
McMahon Financial Advisors, LLC 7
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 7
Canada Post Corp Registered Pension Plan 7
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 7
Todd Asset Management Llc 7
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 7
Berkshire Asset Management Llc/pa 7
Mine & Arao Wealth Creation & Management, LLC. 7
Exchange Capital Management, Inc. 7
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 7
EAM Global Investors LLC 7
Smith, Moore & Co. 7
Blackstone / Gso Floating Rate Enhanced Income Fund 7
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 7
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 7
DiMeo Schneider & Associates, L.L.C. 7
Pzena Investment Management Llc 7
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 7
STRV - EA Series Trust - Strive 500 ETF 7
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 7
Scarborough Advisors, LLC 7
Balboa Wealth Partners 7
Creative Capital Management Investments LLC 7
Five Oceans Advisors 7
Horizon Bancorp Inc /in/ 7
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 7
Anson Funds Management LP 7
Polymer Capital Management (US) LLC 7
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 7
Fullcircle Wealth Llc 7
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 7
Aegon Asset Management Uk Plc 7
NJ State Employees Deferred Compensation Plan 7
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 7
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 7
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 7
Total Investment Management Inc 7
Icc Capital Management Inc/ 7
44 Wealth Management Llc 7
Edgemoor Investment Advisors, Inc. 7
Davis R M Inc 7
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 7
Daymark Wealth Partners, Llc 7
Wealth Preservation Advisors, LLC 7
Beaumont Financial Advisors, LLC 7
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 7
Shufro Rose & Co Llc 7
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 7
Klingman & Associates, LLC 7
Olistico Wealth, LLC 7
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 7
New England Capital Financial Advisors LLC 7
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 7
PWS - Pacer Funds Trust - Pacer WealthShield ETF 7
Alta Advisers Ltd 7
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 7
FourThought Financial Partners, LLC 7
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 7
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 7
Alliance Wealth Advisors, LLC /UT 7
Cordatus Wealth Management LLC 7
Vanguard Explorer Fund 7
SPC Financial, Inc. 7
Naples Global Advisors, Llc 7
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 7
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 7
Cleararc Capital Inc 7
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 7
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 7
Edge Capital Group, LLC 7
Garden State Investment Advisory Services LLC 7
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 7
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 7
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 7
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 7
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 7
Thor Advisors, Llc 7
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 7
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 7
Main Street Research LLC 7
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 7
PRIPX - T. Rowe Price Inflation Protected Bond Fund, Inc. - T. Rowe Price Inflation Protected Bond Fund, Inc. 7
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 7
NWK Group, Inc. 7
Bragg Financial Advisors, Inc 7
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 7
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 7
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 7
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 7
Greenland Capital Management LP 7
Capital CS Group, LLC 7
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 7
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 7
Graypoint LLC 7
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 7
Human Investing LLC 7
Fortis Capital Advisors, LLC 7
Euclid Advisors LLC 7
VCULX - VALIC Co I - Growth Fund 7
Mjp Associates Inc /adv 7
Rampart Investment Management Company, LLC 7
Gyl Financial Synergies, Llc 7
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 7
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 7
Ckw Financial Group 7
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 7
Nikulski Financial, Inc. 7
HSBC FUNDS - HSBC Strategic Income Fund Class A 7
TFB Advisors LLC 7
Capital Square, LLC 7
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 7
Angeles Wealth Management, Llc 7
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 7
Delaware Investments Dividend & Income Fund, Inc 7
Condor Capital Management 7
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 7
Reinhart Partners, Inc. 7
Stelac Advisory Services LLC 7
Cutter & CO Brokerage, Inc. 7
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 7
Ruedi Wealth Management, Inc. 7
Dividend Asset Capital, Llc 7
PIMCO FUNDS - PIMCO Mortgage and Short-Term Investments Portfolio 7
SeaBridge Investment Advisors LLC 7
Manchester Financial Inc 7
Sculati Wealth Management, LLC 7
Equitable Trust Co 7
Great Diamond Partners, LLC 7
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 7
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 7
Lavaca Capital Llc 7
Bryce Point Capital, LLC 7
Power Corp of Canada 7
Sawgrass Asset Management Llc 7
Courier Capital Llc 7
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 7
Providence Capital Advisors, LLC 7
TCNBX - FundVantage Trust - Ambrus Tax-Conscious National Bond Fund Institutional Class 7
Linscomb & Williams, Inc. 7
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 7
Guinness Asset Management LTD 7
Cubic Asset Management, LLC 7
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 7
Offit Capital Advisors Llc 7
Mirador Capital Partners LP 7
FSC Wealth Advisors, LLC 7
Solaris Asset Management Llc 7
Galaxy Capital Trading Ltd 7
CPI - IndexIQ ETF Trust - IQ Real Return ETF 7
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 7
Grimes & Company, Inc. 7
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 7
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 7
Columbia Wanger Asset Management Llc 7
Three Corner Global Investors LP 7
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 7
Carlson Capital L P 7
Gilman Hill Asset Management, LLC 7
Obermeyer Wood Investment Counsel, Lllp 7
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 7
Patton Albertson Miller Group, Llc 7
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 7
Capital Directions Investment Advisors, LLC 7
Hilton Capital Management, LLC 7
BCJ Capital Management, LLC 7
Howard Wealth Management, Llc 7
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 7
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 7
Fayez Sarofim & Co 7
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 7
Lebenthal Asset Management, LLC 7
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 7
Underlying Funds Trust 7
Pensionfund DSM Netherlands 7
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 7
Delta Investment Management, LLC 7
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 7
XML Financial, LLC 7
Becker Capital Management Inc 7
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 7
Confluence Investment Management Llc 7
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 7
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 7
EPG Wealth Management LLC 7
Vista Wealth Management Group, LLC 7
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 7
Cfm Wealth Partners Llc 7
Klingenstein Fields & Co Lp 7
Frontier Investment Mgmt Co 7
TimesSquare Capital Management, LLC 7
Verdence Capital Advisors LLC 7
IMS Capital Management 7
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 7
Heritage Wealth Management, Llc 7
SCS Capital Management LLC 7
Hager Investment Management Services, Llc 7
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 7
Aprio Wealth Management, LLC 7
Mount Lucas Management LP 7
Standard Life Investments LTD 7
Barrett & Company, Inc. 7
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 7
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 7
Telos Capital Management, Inc. 7
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 7
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 7
Integrity Alliance, Llc. 7
Bellevue Asset Management, Llc 7
Intrua Financial, LLC 7
Avalon Trust Co 7
EFG Asset Management (Americas) Corp. 7
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 7
Core Wealth Advisors, Inc. 7
Ofi Invest Asset Management 7
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 7
Amica Retiree Medical Trust 7
Pine Valley Investments Ltd Liability Co 7
Titleist Asset Management, Llc 7
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 7
Acropolis Investment Management, LLC 7
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 7
White Pine Capital Llc 7
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 7
Shepherd Financial Partners LLC 7
Fort Pitt Capital Group, Llc 7
Wcm Investment Management, Llc 7
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 7
Cornerstone Investment Partners, LLC 7
Principal Street Partners, LLC 7
Twin Focus Capital Partners, Llc 7
Stone Toro Investment Advisers, LP 7
Empower Advisory Group, LLC 7
Jag Capital Management, Llc 7
Jarislowsky, Fraser Ltd 7
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 7
Li Winifred I 7
Patriot Investment Management Inc. 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 7
Vivaldi Asset Management, LLC 7
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 7
Capital Advisory Group Advisory Services, LLC 7
Oppenheimer Global Multi-asset Growth Fund 7
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 7
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 7
PrairieView Partners, LLC 7
Heartland Advisors Inc 7
Griffin Asset Management, Inc. 7
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 7
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 7
CMT Asset Management Ltd 7
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 7
Lee Danner & Bass Inc 7
Psagot Value Holdings Ltd. / (Israel) 7
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 7
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 7
Visionary Asset Management, Inc. 7
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 7
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 7
Core Alternative Capital 7
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 7
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 7
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 7
Oaktree Capital Management Lp 7
Cedar Wealth Management, LLC 7
Cohen Capital Management, Inc. 7
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 7
Strategy Asset Managers Llc 7
Private Bank & Trust Co 7
Dfa Investment Trust Co - The U.s. Large Cap Value Series 7
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 7
Hoey Investments, Inc 7
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 7
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 7
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 7
Skylands Capital, LLC 7
ShoreHaven Wealth Partners, LLC 7
Columbia Asset Management 7
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 7
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 7
Myriad Asset Management Ltd. 7
Deroy & Devereaux Private Investment Counsel Inc 7
Capital International Ltd /ca/ 7
HMS Capital Management, LLC 7
Hc Financial Advisors Inc 7
Tranquility Partners, LLC 7
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 7
Forte Capital Llc /adv 7
Keeley Asset Management Corp 7
Moody Lynn & Lieberson, Llc 7
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 7
Liontrust Investment Partners LLP 7
Capital International Inc /ca/ 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
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
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
STCE - SCHWAB STRATEGIC TRUST - Schwab Crypto Thematic ETF 5
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 5
Hudson Valley Investment Advisors Inc /adv 5
Woodley Farra Manion Portfolio Management Inc 5
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 5
Vaughan David Investments Inc/il 5
Marietta Wealth Management, LLC 5
ARIEX - Allianz Funds Multi-Strategy Trust - AllianzGI Floating Rate Note Fund Institutional Class 5
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 5
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 5
Net Worth Advisory Group 5
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 5
Fort, L.p. 5
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 5
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 5
Crowley Wealth Management, Inc. 5
Mastrapasqua Asset Management Inc 5
Hilltop Park Associates LLC 5
Senator Investment Group LP 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
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 5
Freedom Day Solutions, LLC 5
Royce Global Value Trust, Inc. 5
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 5
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 5
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 5
VELA Funds - VELA Large Cap 130/30 Fund Class I 5
1607 Capital Partners, LLC 5
PointState Capital LP 5
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 5
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 5
ARK Investment Management LLC 5
Smh Capital Advisors Inc 5
Staar Investment Trust 5
High Pointe Capital Management Llc 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2026 5
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 5
Global Wealth Strategies & Associates 5
LOM Asset Management Ltd 5
Investor's Fiduciary Advisor Network, LLC 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
DLD Asset Management, LP 5
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 5
Longview Financial Advisors LLC 5
Centric Wealth Management 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
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 5
Havens Advisors Llc 5
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 5
Occidental Asset Management, LLC 5
Polar Capital LLP 5
Chesley Taft & Associates LLC 5
PARK CIRCLE Co 5
Coatue Management Llc 5
Profunds - Profund Vp Ultramid-cap 5
Fairman Group, LLC 5
Taylor Hoffman Wealth Management 5
Mfs Government Markets Income Trust 5
Profunds - Profund Vp Mid-cap Growth 5
Northwest Capital Management Inc 5
Profunds - Profund Vp Small-cap Growth 5
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 5
Lloyds Banking Group plc 5
Future Financial Wealth Managment LLC 5
Country Club Trust Company, n.a. 5
Piermont Capital Management LLC 5
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 5
Cypress Point Wealth Management, LLC 5
Northeast Financial Consultants Inc 5
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 5
Select Equity Group, L.P. 5
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 5
Profunds - Profund Vp Large-cap Growth 5
Madison Investment Holdings Inc 5
Profunds - Profund Vp Mid-cap Value 5
Chapin Davis, Inc. 5
Blenheim Capital Management, BV 5
LeJeune Puetz Investment Counsel LLC 5
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 5
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 5
Garrett Wealth Advisory Group, LLC 5
Redwood Wealth Management Group, LLC 5
KG&L Capital Management,LLC 5
Sterling Ridge Capital Management LP 5
Transcendent Capital Group LLC 5
Dialectic Capital Management, Lp 5
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 5
Evelyn Partners Investment Management LLP 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 5
Goldstein Advisors, LLC 5
Oberweis Asset Management Inc/ 5
Maplelane Capital, Llc 5
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 5
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 5
Abel Hall, LLC 5
Independent Investors Inc 5
Verity & Verity, LLC 5
Forza Wealth Management, LLC 5
Weatherly Asset Management L. P. 5
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 5
Philadelphia Trust Co 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 5
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 5
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF 5
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 5
Firethorn Wealth Partners, Llc 5
First Western Trust Bank 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 5
Sunpointe, LLC 5
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 5
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 5
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 5
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 5
Beck Capital Management, Llc 5
Sanibel Captiva Trust Company, Inc. 5
Family Wealth Group, LLC 5
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 5
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 5
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 5
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 5
GQG Partners LLC 5
Spectrum Wealth Counsel, LLC 5
Truadvice, LLC 5
Tru Independence Asset Management 2, Llc 5
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 5
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 5
United Advisor Group, LLC 5
Edmond De Rothschild (suisse) S.a. 5
D. Scott Neal, Inc. 5
BridgePort Financial Solutions, LLC 5
Blackrock 2022 Global Income Opportunity Trust 5
Taylor Wealth Management Partners 5
Alteri Wealth LLC 5
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 5
Xcel Wealth Management, LLC 5
FJ Investments, LLC 5
Channing Capital Management, LLC 5
Quadcap Wealth Management, LLC 5
Peregrine Asset Advisers, Inc. 5
Opseu Pension Plan Trust Fund 5
JACKSON VARIABLE SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (A) 5
SCIU - Global X Funds - Global X Scientific Beta US ETF 5
AMF Pensionsforsakring AB 5
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 5
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 5
Ycg, Llc 5
Wolf Group Capital Advisors 5
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 5
Encompass More Asset Management 5
Optimize Financial Inc 5
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 5
Battery Global Advisors, LLC 5
Punch & Associates Investment Management, Inc. 5
PWREX - PIONEER REAL ESTATE SHARES - Pioneer Real Estate Shares : Class A 5
Team Hewins, LLC 5
Mork Capital Management, LLC 5
Vantis Investment Advisers L.P. 5
Lgl Partners, Llc 5
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 5
Engle Capital Management, L.P. 5
McGlone Suttner Wealth Management, Inc. 5
Koesten, Hirschmann & Crabtree, INC. 5
MRP Capital Investments, LLC 5
Credit Industriel Et Commercial 5
Sather Financial Group Inc 5
Delap Wealth Advisory, Llc 5
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 5
CloudAlpha Capital Management Limited/Hong Kong 5
Crow Point Global Dividend Plus Fund 5
Platinum Investment Management Ltd 5
Viawealth, Llc 5
Harbor Asset Planning, Inc. 5
CAMG Solamere Management, LLC 5
Evernest Financial Advisors, LLC 5
Owen LaRue, LLC 5
Mosaic Family Wealth Partners, Llc 5
Bridgeworth, LLC 5
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 5
Allstate Investment Management Co 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 5
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 5
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 5
Piper Sandler & Co. 5
Reyes Financial Architecture, Inc. 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 5
HoyleCohen, LLC 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 5
Aevitas Wealth Management, Inc. 5
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 5
Kempen Capital Management N.v. 5
Clearbridge, Llc 5
Bingham Osborn & Scarborough Llc 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 5
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 5
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 5
TAP Consulting, LLC 5
Retirement Planning Group 5
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 5
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 5
Diamond Hill Capital Management Inc 5
Fortress Private Ledger, Llc 5
PENN SERIES FUNDS INC - Large Core Value Fund 5
BKD Wealth Advisors, LLC 5
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 5
Davis Investment Partners, LLC 5
Legato Capital Management LLC 5
Buckhead Capital Management Llc 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 5
Bardin Hill Management Partners Lp 5
Inr Advisory Services Llc 5
Reby Advisors, LLC 5
Kolinsky Wealth Management, LLC 5
Morris Retirement Advisors, LLC 5
Gateway Wealth Partners, LLC 5
Richardson Capital Management LLC 5
TAMRO Capital Partners LLC 5
Timber Creek Capital Management LLC 5
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 5
American National Insurance Co /tx/ 5
Shaolin Capital Management LLC 5
LaFleur & Godfrey LLC 5
BOCHK Asset Management Ltd 5
General Money Market Fund Inc 5
Massachusetts Wealth Management 5
Trust For Advisor Solutions 5
Headinvest, Llc 5
Capital Group KKR Multi-Sector (plus) 5
LaSalle St. Investment Advisors, LLC 5
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 5
Wallace Advisory Group, LLC 5
Focus Financial Network Inc /adv 5
Kelly Lawrence W & Associates Inc/ca 5
Robinson Capital Management, Llc 5
ClearAlpha Technologies LP 5
ABASX - AB TRUST - AB Discovery Value Fund Class A 5
Index Fund Advisors, Inc. 5
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 5
Sterling Manor Financial, LLC 5
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF 5
Westover Capital Advisors, LLC 5
Portman Square Capital LLP 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 5
Isi Strategy Fund Inc 5
FDO Partners, LLC 5
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 5
Stablepoint Partners, LLC 5
Breton Hill Capital Ltd. 5
Parkside Investments, LLC 5
USVT - Ultimus Managers Trust - US VALUE ETF 5
Stephens Investment Management Group LLC 5
Masters Capital Management Llc 5
Johnson Financial Group, LLC 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 5
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 5
Henderson Global Funds 5
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 5
Cohen & Steers Closed-end Opportunity Fund, Inc. 5
Keeley-Teton Advisors, LLC 5
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 5
Madden Advisory Services, Inc. 5
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 5
Kingstown Capital Management L.p. 5
Cramer Rosenthal Mcglynn Llc 5
Brandes Investment Partners, Lp 5
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 5
Constitution Capital LLC 5
Curio Wealth, Llc 5
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 5
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 5
Blue Sky Asset Management, LLC 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 5
Leeward Financial Partners, LLC 5
Ulysses Management LLC 5
Legacy Investment Solutions, LLC 5
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 5
New Potomac Partners, LLC 5
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 5
OmniStar Financial Group, Inc. 5
Access Investment Management LLC 5
Milestone Investment Advisors LLC 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
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 5
MeadowBrook Investment Advisors LLC 5
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 5
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
Scout Funds 5
Bard Financial Services, Inc. 5
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 5
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 5
Whitebox Mutual Funds 5
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 5
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 5
Argent Trust Co 5
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 5
Hara Capital LLC 5
Providence First Trust Co 5
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 5
YANKCOM Partnership 5
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 5
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 5
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 5
Regal Wealth Group, Inc. 5
Tiaa, Fsb 5
Summit X, LLC 5
Markel Corp 5
Marshall Financial Group LLC 5
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 5
Gmt Capital Corp 5
Delta Financial Advisors Llc 5
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 5
Opinicus Capital, Inc. 5
Ruffer LLP 5
Nicholas Company, Inc. 5
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 5
American National Registered Investment Advisor, Inc. 5
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 5
Ackerman Capital Advisors, LLC 5
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 5
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 5
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 5
Mountain Capital Investment Advisors, Inc 5
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 5
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 5
Lifestyle Asset Management, Inc. 5
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 5
Wingate Wealth Advisors, Inc. 5
Stonehage Fleming (uk) Ltd 5
Dreyfus Institutional Preferred Money Market Funds 5
Osterweis Capital Management Inc 5
Highview Capital Management LLC/DE/ 5
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 5
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 5
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 5
Cedar Hill Associates, Llc 5
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 5
Tyche Wealth Partners LLC 5
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 5
Davidson Investment Advisors 5
Permanens Capital L.P. 5
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 5
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 5
Zrc Wealth Management, Llc 5
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 5
Lafayette Investments, Inc. 5
JSRAX - JPMorgan Trust I - JPMorgan SmartRetirement Income Fund Class A 5
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 5
Bedell Frazier Investment Counseling, LLC 5
JACSX - JPMorgan Trust I - JPMorgan SmartRetirement Blend 2060 Fund Class I 5
HBW Advisory Services LLC 5
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 5
JMSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2045 Fund Class I 5
BIP Wealth, LLC 5
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 5
SRJAX - JPMorgan Trust I - JPMorgan SmartRetirement 2035 Fund Class A 5
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 5
JAKAX - JPMorgan Trust I - JPMorgan SmartRetirement 2060 Fund Class A 5
JFFAX - JPMorgan Trust I - JPMorgan SmartRetirement 2055 Fund Class A 5
Grey Street Capital, LLC 5
South Texas Money Management Ltd 5
JTTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2020 Fund Class A 5
JNSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2025 Fund Class A 5
Avitas Wealth Management LLC 5
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 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
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 5
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 5
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 5
JOBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2040 Fund Class I 5
ABLE Financial Group, LLC 5
JTSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2050 Fund Class A 5
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 5
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 5
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 5
Burling Wealth Partners, Llc 5
SMTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund Class A 5
SWAN Capital 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
Tourbillon Capital Partners, L.P. 5
Ransom Advisory, Ltd 5
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 5
Ewa, Llc 5
Visionary Horizons, LLC 5
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 5
UBP Investment Advisors SA 5
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 5
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 5
Harvest Investment Advisors, LLC 5
Waterway Wealth Management, LLC 5
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 5
Harvest Management Llc 5
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 5
Ironwood Investment Management Llc 5
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 5
3Chopt Investment Partners, LLC 5
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 5
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 5
Templeton Global Income Fund 5
Fulcrum Capital LLC 5
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 5
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 5
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 5
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 5
Nottingham Advisors, Inc. 5
King Wealth 5
Foster Dykema Cabot & Co Inc/ma 5
Syntax Advisors, Llc 5
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 5
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 5
Walkner Condon Financial Advisors LLC 5
Matrix Trust Co 5
Maseco Llp 5
Claymore Exchange-traded Fund Trust 2 5
Parr Mcknight Wealth Management Group, Llc 5
Franklin Universal Trust 5
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 5
Peterson Wealth Services 5
Thrivent Core Funds - Thrivent Core International Equity Fund 5
Rockbridge Investment Management, LCC 5
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 5
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 5
Ignite Planners, LLC 5
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 5
Perfromance Wealth Partners, LLC 5
Fsb Premier Wealth Management, Inc. 5
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 5
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 5
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I 5
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 5
Relative Value Partners Group, LLC 5
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 5
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 5
Revolve Wealth Partners, LLC 5
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 5
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 5
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 5
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 5
Eaton Vance Risk-managed Diversified Equity Income Fund 5
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 5
Rocky Mountain Advisers, Llc 5
Waddell & Reed Advisors Funds 5
SMITH HAYES Advisers, Inc 5
FLP Wealth Management, LLC 5
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 5
GraniteShares Advisors LLC 5
NOMIX - Northern Funds - Northern Mid Cap Index Fund 5
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 5
HST Ventures, LLC 5
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 5
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 5
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 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
Compton Capital Management Inc /ri 5
Park Avenue Institutional Advisers LLC 5
SLT Holdings LLC 5
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 5
One River Asset Management, LLC 5
Gf Fund Management Co. Ltd. 5
JGP Wealth Management, LLC 5
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 5
FSMIX - FRANKLIN STRATEGIC MORTGAGE PORTFOLIO - FRANKLIN STRATEGIC MORTGAGE PORTFOLIO Class A1 5
Elmwood Wealth Management, Inc. 5
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 5
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 5
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 5
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 5
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 5
Carleon Capital Partners LLC 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 5
Eaton Vance Enhanced Equity Income Fund 5
Morton Capital Management LLC/CA 5
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 5
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 5
Intelligence Driven Advisers, LLC 5
Arbor Wealth Management, LLC 5
Putnam High Income Securities Fund 5
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 5
Fulcrum Asset Management LLP 5
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 5
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 5
Seven Mile Advisory 5
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 5
Marsico Capital Management Llc 5
Bank Of Stockton 5
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 5
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 5
Putnam Voyager Fund 5
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 5
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 5
Invenio Wealth Partners Llc 5
Prevail Innovative Wealth Advisors, Llc 5
Nuveen Quality Preferred Income Fund 3 5
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 5
Nuveen Quality Preferred Income Fund 5
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 5
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 5
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 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
Wealth Alliance Advisory Group, LLC 5
Better Money Decisions, LLC 5
Ironbridge Funds, Inc. 5
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 5
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 5
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 5
Western Asset Managed High Income Fund Inc. 5
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 5
Nuveen High Income November 2021 Target Term Fund 5
Premia Global Advisors, Llc 5
Artal Group S.A. 5
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 5
Reynders McVeigh Capital Management, LLC 5
Beryl Capital Management LLC 5
Runnymede Capital Advisors, Inc. 5
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 5
Legend Financial Advisors, Inc. 5
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 5
Union Savings Bank 5
DCRE - DoubleLine ETF Trust - DoubleLine Commercial Real Estate ETF 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
PGOVX - PIMCO FUNDS - PIMCO Long-Term U.S. Government Fund Institutional 5
Bpv Family Of Funds 5
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 5
Fidelity Multi-Strategy Credit Fund 5
Centennial Bank/AR/ 5
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 5
Mason Capital Management Llc 5
JS Capital Management LLC 5
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 5
Knollwood Investment Advisory, LLC 5
BlackDiamond Wealth Management Inc. 5
VCFAX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class A 5
Dreyfus Government Cash Management Funds 5
Valentine Capital Asset Management, Inc. 5
Wealthstream Advisors, Inc. 5
Dreyfus Cash Management 5
PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 5
OneAscent Financial Services LLC 5
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 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
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 5
New York Life Trust Co 5
Strategic Financial Concepts, LLC 5
Eagle Growth & Income Opportunities Fund 5
Cornerstone Capital, Inc. 5
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 5
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 5
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 5
PEDIX - PIMCO FUNDS - PIMCO Extended Duration Fund Institutional 5
Allianzgi Equity & Convertible Income Fund 5
LexAurum Advisors, LLC 5
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 5
Acap Strategic Fund 5
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 5
Novare Capital Management Llc 5
Large-cap Value Portfolio 5
Deerfield Management Company, L.p. (series C) 5
Successful Portfolios LLC 5
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 5
O'Dell Group, LLC 5
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 5
5T Wealth, LLC 5
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 5
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 5
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 5
BluePath Capital Management, LLC 5
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 5
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 5
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 5
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 5
HighTower Trust Services, LTA 5
Insight Advisors, LLC/ PA 5
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 5
Blackrock Master Llc 5
Bluestein R H & Co 5
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 5
RBB FUND, INC. - Aquarius International Fund 5
Ghe, Llc 5
Masso Torrence Wealth Management Inc. 5
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 5
Scout Investments, Inc. 5
Aris Wealth Services, Inc. 5
InterOcean Capital Group, LLC 5
Knightsbridge Asset Management, Llc 5
Vision Capital Management, Inc. 5
Farmers National Bank 5
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 5
S. Muoio & Co. Llc 5
Investment Management Corp /va/ /adv 5
Pinnbrook Capital Management Lp 5
Lebenthal Holdings,LLC 5
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 5
Sentinel Asset Management, Inc. 5
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 5
BTC Capital Management, Inc. 5
Atlas Legacy Advisors, LLC 5
Seldon Capital Lp 5
UMPIX - Profunds - Ultramid-cap Profund Investor Class 5
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 5
Haberer Registered Investment Advisor Inc 5
St. Louis Trust Co 5
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 5
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 5
Fourth Dimension Wealth, LLC 5
Mandatum Life Insurance Co Ltd 5
ARS Investment Partners, LLC 5
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 5
Capital Markets Trading UK LLP 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 5
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 5
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 5
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 5
PVG Asset Management 5
Horst & Graben Wealth Management LLC 5
SGPIX - Profunds - Small-cap Growth Profund Investor Class 5
MLPIX - Profunds - Mid-cap Value Profund Investor Class 5
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 5
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 5
LGPIX - Profunds - Large-cap Growth Profund Investor Class 5
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 5
Odey Asset Management Group Ltd 5
Axiom Advisory, LLC 5
Pax World Management Llc 5
Eschler Asset Management LLP 5
Hoese & Co LLP 5
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 5
Advyzon Investment Management, LLC 5
Kynikos Associates LP 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
SFG Wealth Management, LLC. 5
MDPIX - Profunds - Mid-cap Profund Investor Class 5
TFR Capital, LLC. 5
Cmt Trading Llc 5
Odey Holdings AG 5
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 5
Aspen Investment Management Inc 5
San Luis Wealth Advisors LLC 5
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 5
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 5
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 5
Fma Advisory Inc 5
Gould Asset Management Llc /ca/ 5
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 5
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 5
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 5
Reston Wealth Management Llc 5
First Financial Bank - Trust Division 5
EverPoint Asset Management, LLC 5
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 5
Stock Yards Bank & Trust Co 5
SGL Investment Advisors, Inc. 5
SWS Partners 5
Exos Asset Management LLC 5
Fft Wealth Management Llc 5
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 5
Marshall & Sullivan Inc /wa/ 5
First Business Financial Services, Inc. 5
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 5
Legacy Wealth Managment, LLC/ID 5
Davidson Kempner Capital Management Lp 5
MBE Wealth Management, LLC 5
Aviso Financial Inc. 5
DEED - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Securitized Plus ETF 5
LifeSteps Financial, Inc. 5
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 5
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 5
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 5
Fore Research & Management, LP 5
Merriman Wealth Management, LLC 5
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 5
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 5
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 5
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 5
Viewpoint Capital Management LLC 5
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 5
Tobias Financial Advisors, Inc. 5
Copper Rock Capital Partners, LLC 5
Gould Capital, LLC 5
PharVision Advisers, LLC 5
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 5
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 5
Brown Capital Management Llc 5
Smith, Salley & Associates 5
Vetamer Capital Management, L.p. 5
Gerstein Fisher 5
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
Mill Capital Management, LLC 5
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares 5
Aurora Private Wealth, Inc. 5
FHPFX - FIDELITY ADVISOR SERIES II - Fidelity Series Investment Grade Securitized Fund 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
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
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 5
Deltec Asset Management Llc 5
Cortina Asset Management, LLC 5
Cadent Capital Advisors, LLC 5
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 5
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 5
Secure Asset Management, LLC 5
Glovista Investments LLC 5
Aft, Forsyth & Sober, LLC 5
Ruane, Cunniff & Goldfarb Inc 5
Menora Mivtachim Holdings Ltd. 5
Pegasus Partners Ltd. 5
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 5
Tilia Fiduciary Partners, Inc. 5
Lansdowne Partners (uk) Llp 5
Pt Asset Management, Llc 5
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 5
Northstar Advisory Group, LLC 5
Deuterium Capital Management, LLC 5
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 5
Roberts Capital Advisors, LLC 5
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 5
Journey Advisory Group, LLC 5
Fosun International Ltd 5
Miura Global Management, LLC 5
Community Trust & Investment Co 5
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 5
SlateStone Wealth, LLC 5
Pacific Global Investment Management Co 5
Montrusco Bolton Investments Inc. 5
AllianzGI Artificial Intelligence & Technology Opportunities Fund 5
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 5
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 5
Ally Financial Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 5
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 5
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 5
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 5
Burke & Herbert Bank & Trust Co 5
Farmers & Merchants Trust Co of Long Beach 5
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 5
Ayalon Holdings Ltd. 5
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 5
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 5
Spdr S&p Midcap 400 Etf Trust 5
Hgk Asset Management Inc 5
PartnerRe Asset Management CORP 5
Dohj, Llc 5
Windsor Creek Advisors, Llc 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
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 5
Cypress Wealth Advisors LLC 5
Friess Associates Llc 5
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 5
Capital Growth Management Lp 5
Strategic Investment Advisors / MI 5
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 5
Powell Investment Advisors, LLC 5
Logan Stone Capital, LLC 5
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF 5
TBH Global Asset Management, LLC 5
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 5
Aperture Investors, LLC 5
Legg Mason Bw Global Income Opportunities Fund Inc. 5
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 5
Decade Capital Management Llc 5
BankPlus Trust Department 5
AlphaCentric Advisors LLC 5
Ford Financial Group, LLC 5
Catapult Capital Management Llc 5
Chelsea Counsel Co 5
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 5
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 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
Eaton Vance Tax-managed Diversified Equity Income Fund 5
CrestPoint Capital Management, LLC 5
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 5
Perpetual Investment Management Ltd 5
Triumph Capital Management 5
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 5
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 5
Corrado Advisors, Llc 5
Siena Capital Llc 5
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 5
Professional Financial Advisors, LLC 5
Fiduciary Financial Group, Llc 5
Genesee Capital Advisors, LLC 5
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 5
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 5
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 5
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 5
VMIDX - VALIC Co I - Mid Cap Index Fund 5
Emfo, Llc 5
Seven Bridges Advisors LLC 5
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 5
Onyx Bridge Wealth Group LLC 5
LBA Wealth Management, LLC 5
Pictet North America Advisors SA 5
Bank OZK 5
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 5
Schrum Private Wealth Management LLC 5
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 5
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 5
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 5
ID Management A/S 5
1776 Wealth LLC 5
united american securities inc. (d/b/a uas asset management) 5
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 5
CRA Financial Services, LLC 5
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 5
Narwhal Capital Management 5
Premier Fund Managers Ltd 5
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 5
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 5
Hills Bank & Trust Co 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
Beese Fulmer Investment Management, Inc. 5
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 5
Findlay Park Partners LLP 5
TIG Advisors, LLC 5
Lynx Investment Advisory 5
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 5
Shaker Financial Services, LLC 5
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 5
Madison Asset Management, LLC 5
Summit Wealth & Retirement Planning, Inc. 5
Econ Financial Services Corp 5
Guardian Investor Services Llc 5
BTG Pactual Global Asset Management Ltd 5
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 5
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 5
Susquehanna International Group Ltd. 5
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 5
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 5
Piershale Financial Group, Inc. 5
Lockheed Martin Investment Management Co 5
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 5
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 5
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 5
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 5
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 5
Roanoke Asset Management Corp/ Ny 5
KAMES CAPITAL management Ltd 5
Dfa Investment Trust Co - The Continental Small Company Series 5
Partners Capital Investment Group, Llp 5
Cai Capital Management, Inc. 5
Ashfield Capital Partners, LLC 5
Objective Capital Management, LLC 5
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 5
O'Shares Investment Advisers, LLC 5
Stevens First Principles Investment Advisors 5
Spinnaker Trust 5
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 5
Granite Investment Partners, LLC 5
Forty4 Asset Management LLC 5
Lcnb Corp 5
Teamwork Financial Advisors, LLC 5
Antonetti Capital Management LLC 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
Cooper/haims Advisors, Llc 5
APBDX - Cavanal Hill Funds - Bond Fund Investor 5
Midas Management Corp 5
Douglas Lane & Associates, LLC 5
Chemical Bank 5
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 5
Donaldson Capital Management, Llc 5
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 5
Guardian Capital Advisors Lp 5
Ovata Capital Management Ltd 5
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 5
Alpha Omega Wealth Management LLC 5
Florida Financial Advisors, Llc 5
Investment Research & Advisory Group, Inc. 5
Capital Management Corp /va 5
STXM - EA Series Trust - Strive Mid-Cap ETF 5
Colonial River Wealth Management, LLC 5
Goldentree Asset Management Lp 5
Dagco, Inc. 5
Coronation Fund Managers Ltd. 5
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 5
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 5
Profit Investment Management, LLC 5
Cape Cod Five Cents Savings Bank 5
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 5
Grandfield & Dodd, Llc 5
Fortem Financial Group, Llc 5
Spirit Of America Management Corp/ny 5
Diligent Investors, LLC 5
First National Trust Co 5
Bmc Fund Inc 5
Grandview Asset Management LLC 5
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 5
Heritage Investors Management Corp 5
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 5
LGT Group Foundation 5
Dreyfus Institutional Liquidity Funds 5
Fiduciary Planning LLC 5
Xtx Markets Llc 5
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 5
Pictet & Cie (Europe) SA 5
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 5
Country Club Bank /gfn 5
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 5
Culbertson A N & Co Inc 5
Chemung Canal Trust Co 5
Chatham Capital Group, Inc. 5
Worth Asset Management, LLC 5
Buckley Wealth Management, LLC 5
Mechanics Financial Corp 5
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 5
EHP Funds Inc. 5
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 5
Smith Chas P & Associates Pa Cpas 5
Pines Wealth Management, LLC 5
Financial & Investment Management Group Ltd 5
Investment Partners, Ltd. 5
Retirement Wealth Solutions LLC 5
Bridgewater Advisors Inc. 5
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 5
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 5
Capital Group KKR Core Plus (plus) 5
Schwartz Investment Counsel Inc 5
Blueprint Investment Partners LLC 5
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 5
Northern Capital Management Llc 5
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 5
Pennsylvania Trust Co 5
Cidel Asset Management Inc 5
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 5
L.m. Kohn & Company 5
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 5
Kera Capital Partners, Inc. 5
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 5
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 5
Abner Herrman & Brock Llc 5
University Of Notre Dame Du Lac 5
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 5
UNIVEST FINANCIAL Corp 5
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 5
New World Advisors LLC 5
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 5
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 5
Rothschild Capital Partners, LLC 5
Advanced Series Trust - Ast High Yield Portfolio 5
Newfound Research LLC 5
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 5
Legacy Capital Wealth Partners, LLC 5
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 5
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 5
MU Investments Co., Ltd. 5
PAX Financial Group, LLC 5
NCP Inc. 5
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 5
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 5
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 5
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 5
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 5
Connective Capital Management, LLC 5
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 5
Institutional Investment Strategy Fund 5
Adams Asset Advisors, LLC 5
Palisade Asset Management, LLC 5
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 5
Strategic Capital Group LLC 5
Appleton Partners Inc/ma 5
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 5
Capital Financial Planning, LLC 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 5
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 5
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF 5
CenturyLink Investment Management Co 5
MML Series Investment Fund II - MML Asset Momentum Fund Class II 5
Astoria Portfolio Advisors LLC. 5
Fagan Associates, Inc. 5
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 5
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 5
Jackson Wealth Management, LLC 5
LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class 5
Cim, Llc 5
Rock Creek Group, LP 5
Prio Wealth Limited Partnership 5
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 5
Kozak & Associates, Inc. 5
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 5
Eminence Capital, Lp 5
Perella Weinberg Partners Capital Management LP 5
WESPAC Advisors, LLC 5
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 5
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 5
Marble Harbor Investment Counsel, LLC 5
Richard P Slaughter Associates Inc 5
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 5
Price Michael F 5
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 5
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 5
Guidant Wealth Advisors 5
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 5
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 5
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 5
Joule Financial, LLC 5
Green Owl Capital Management, LLC 5
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 5
Godsey & Gibb Associates 5
Triasima Portfolio Management inc. 5
Volterra Technologies LP 5
Full Sail Capital, LLC 5
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 5
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 5
Signet Investment Advisory Group, Inc. 5
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 5
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 5
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 5
Glaxis Capital Management, LLC 5
Brendel Financial Advisors LLC 5
Concord Asset Management, LLC/VA 5
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 5
ACK Asset Management LLC 5
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 5
Engrave Wealth Partners LLC 5
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 5
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 5
Botty Investors LLC 5
Mechanics Bank Trust Department 5
JOCEX - Advisers Investment Trust - JOHCM Credit Income Fund Class I Shares 5
Arthur M. Cohen & Associates, Llc 5
Mathes Company, Inc. 5
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 5
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 5
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 5
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 5
Field & Main Bank 5
Farmers Trust Co 5
Boys Arnold & Co Inc 5
Mitchell Capital Management Co 5
Graves-Light Private Wealth Management, Inc. 5
T. Rowe Price Investment Management, Inc. 5
Azimuth Capital Investment Management LLC 5
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A 5
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares 5
Alethea Capital Management, Llc 5
Oder Investment Management, LLC 5
Strycker View Capital Llc 5
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 5
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 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
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 5
Murphy Capital Management Inc 5
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 5
Hixon Zuercher, LLC 5
W Advisors, Llc 5
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 5
Catalyst Private Wealth, Llc 5
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 5
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 5
Morgan Stanley Income Securities Inc 5
Northwest Bancshares, Inc. 5
Sentinel Group Funds Inc 5
VCSVX - VALIC Co II - Small Cap Value Fund 5
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 5
Brown Advisory Securities, LLC 5
Geller Advisors LLC 5
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 5
Cypress Capital, LLC 5
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 5
Orion Capital Management LLC 5
Biltmore Capital Advisors LLC 5
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 5
KAMES CAPITAL management Ltd 5
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 5
Syntal Capital Partners, LLC 5
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 5
Abbrea Capital, LLC 5
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 5
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 5
New Jersey Better Educational Savings Trust 5
Granite Investment Advisors, LLC 5
Annex Advisory Services, LLC 5
Capital One Financial Corp 5
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 5
IronBridge Capital Management LP 5
Central Asset Investments & Management Holdings (HK) Ltd 5
Citizens National Bank Trust Department 5
Fortis Group Advisors, LLC 5
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 5
Davis Capital Management 5
Shamrock Asset Management LLC 5
Noesis Capital Mangement Corp 5
Axim Planning & Wealth 5
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 5
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 5
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 5
LMR Master Fund Ltd 5
New Covenant Trust Company, N.A. 5
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 5
Glg Inc. 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 5
W.H. Cornerstone Investments Inc. 5
GenTrust, LLC 5
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 5
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice 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
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 5
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 5
First Affirmative Financial Network 5
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 5
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 5
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 5
Modus Advisors, LLC 5
Veracity Capital LLC 5
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 5
Kepos Capital LP 5
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 5
Three Bridge Wealth Advisors, LLC 5
Accretive Wealth Partners, LLC 5
Horizon Financial Services, Llc 5
Lombardia Capital Partners Llc 5
GDAFX - GOLDMAN SACHS TRUST - Goldman Sachs Alternative Premia Fund Class A 5
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 5
Militia Capital Partners, LP 5
Advantage Advisers Xanthus Fund, L.l.c. 5
Liberty All Star Growth Fund Inc. 5
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 5
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 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
Warther Private Wealth, LLC 5
Belmont Capital, LLC 5
Seeds Investor Llc 5
Sentinus, LLC 5
Baxter Bros Inc 5
Beacon Financial Advisory LLC 5
Hellman Jordan Management Co Inc /ma/ 4
Octavia Wealth Advisors, LLC 4
Canandaigua National Trust Co of Florida 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
Stansberry Asset Management, Llc 4
Colony Family Offices, LLC 4
Wd Rutherford Llc 4
Aristotle Capital Management, LLC 4
Massachusetts Mutual Life Insurance Co 4
Lumature Wealth Partners, LLC 4
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 4
Alta Wealth Advisors LLC 4
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 4
Woodard & Co Asset Management Group Inc /adv 4
Granger Management LLC 4
Blake Schutter Theil Wealth Advisors, LLC 4
Argus Investors' Counsel, Inc. 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
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 4
Anb Bank 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
Zuckerman Investment Group, LLC 4
Boltwood Capital Management 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2019 4
Bordeaux Wealth Advisors LLC 4
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 4
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 4
Galvin, Gaustad & Stein, LLC 4
Latitude Advisors, LLC 4
Kesler, Norman & Wride, LLC 4
Kazazian Asset Management, LLC 4
Running Point Capital Advisors, LLC 4
Mizuho Markets Americas Llc 4
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 4
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R 4
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 4
West Financial Advisors, LLC 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
East Coast Asset Management, LLC. 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 4
First National Bank of Hutchinson 4
CRAIX - Community Capital Trust - COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND CRA Shares 4
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 4
Saiers Capital, LLC 4
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 4
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 4
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 4
Fiduciary Services Corp/ga 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. Discovery Mid Cap Growth Fund Series II 4
Legacy Financial Group LLC 4
AT Bancorp 4
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 4
Bright Rock Capital Management, Llc 4
Mattson Financial Services, LLC 4
Kingsman Wealth Management, Inc. 4
LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares 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
TrueWealth Advisors, LLC 4
Blue Fin Capital, Inc. 4
Goodwin Investment Advisory 4
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 4
Blue Edge Capital, LLC 4
David J Yvars Group 4
Crescent Capital Consulting, LLC 4
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 4
Oxinas Partners Wealth Management LLC 4
Mirabaud & Cie SA 4
Fwl Investment Management, Llc 4
LSSAX - LOOMIS SAYLES FUNDS I - Loomis Sayles Securitized Asset Fund Institutional Class 4
NITE - Capitol Series Trust - The Nightview Fund 4
ACVF - ETF Opportunities Trust - American Conservative Values ETF 4
Paragon Capital Management Inc 4
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 4
VCIGX - VALIC Co I - Dividend Value Fund 4
Worm Capital, Llc 4
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 4
Somerset Trust Co 4
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 4
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 4
Atalanta Sosnoff Capital, Llc 4
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 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
Cloud Capital Management, LLC 4
Russell Clark Investment Management Ltd 4
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 4
Harding Loevner Lp 4
QUANTRES ASSET MANAGEMENT Ltd 4
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 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
Covalis Capital Llp 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
TAX - EA Series Trust - Cambria Tax Aware ETF 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
Jeppson Wealth Management, Llc 4
VCHYX - VALIC Co II - High Yield Bond Fund 4
Strategic Wealth Management Inc 4
VACVX - VALIC Co II - Large Cap Value Fund 4
Western Asset/claymore Inflation-linked Securities & Income Fund 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 4
Spectrum Asset Management, Inc. (NB/CA) 4
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 4
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 4
S&co Inc 4
Ninety One North America, Inc. 4
Alerus Investment Advisors Corp 4
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 4
Northstar Financial Companies, Inc. 4
Sound Shore Management Inc /ct/ 4
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 4
Douglas C. Lane & Associates, Inc. 4
Osborne Partners Capital Management, Llc 4
Tiemann Investment Advisors, Llc 4
BWDIX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class I Shares 4
Berkshire Bank 4
Bft Financial Group, Llc 4
Montag & Caldwell, Llc 4
J.P. Turner & Co Capital Mnagement, LLC 4
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 4
AMCPX - AMCAP FUND - AMCAP FUND Class A 4
Orca Investment Management, LLC 4
EMBD - Global X Funds - Global X Emerging Markets Bond ETF 4
New England Investment & Retirement Group, Inc. 4
ROPE - EA Series Trust - Coastal Compass 100 ETF 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
Cape Ann Savings Bank 4
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 4
Hartford Funds Management Co LLC 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
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 4
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 4
Cove Street Capital, LLC 4
BKF - iShares, Inc. - iShares MSCI BRIC ETF 4
Diversified Portfolios, Inc. 4
Bel Air Investment Advisors Llc 4
Wunderlich Capital Managemnt 4
Trust Investment Advisors 4
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 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
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 4
Brookside Capital Management Llc 4
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 4
Grant Street Asset Management, Inc. 4
Sterling Global Strategies LLC 4
Custom Portfolio Group LLC 4
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 4
Gallagher Fiduciary Advisors, LLC 4
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 4
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 4
Am Investment Strategies Llc 4
Grandeur Peak Global Advisors, LLC 4
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 4
Adell Harriman & Carpenter Inc 4
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 4
Third Avenue Management Llc 4
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 4
Otter Creek Management Inc 4
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 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
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 4
Beaumont Asset Management, L.L.C. 4
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 4
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 4
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 4
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 4
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 4
Cobalt Capital Management, Inc. 4
EagleClaw Capital Managment, LLC 4
Quantum Capital Management 4
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 4
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 4
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 4
Strategic Wealth Advisors Group, LLC 4
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 4
Terra Nova Asset Management LLC 4
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 4
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 4
Ken Stern & Associates, Inc. 4
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 4
Palo Capital, Inc. 4
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 4
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 4
Virtus Total Return Fund Inc. 4
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 4
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4
Pensionfund Sabic 4
EMQQ - EXCHANGE TRADED CONCEPTS TRUST - EMQQ The Emerging Markets Internet & Ecommerce ETF 4
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 4
Detwiler Fenton Investment Management LLC 4
Kovitz Investment Group, LLC 4
Mountain Lake Investment Management LLC 4
Deutsche Multi-market Income Trust 4
Maple Capital Management, Inc. 4
Asset Management Corp /il/ /adv 4
Eaton Vance Floating-rate Income Trust 4
Coyle Financial Counsel LLC 4
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4
Leelyn Smith, LLC 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 4
Eaton Vance Floating-rate Income Plus Fund 4
MFSB - MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF 4
Crawford Fund Management, LLC 4
Carlson Capital Management 4
Stonebridge Financial Planning Group, LLC 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
Tatro Capital, LLC 4
Legacy Wealth Partners, Inc. 4
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 4
David R. Rahn & Associates Inc. 4
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 4
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 4
PIMCO Flexible Municipal Income Fund 4
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 4
Castle Rock Wealth Management, LLC 4
Avenir Tech Ltd 4
ESL Trust Services, LLC 4
Taurus Asset Management, Llc 4
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 4
Islay Capital Management, Llc 4
Viking Global Investors Lp 4
VNYTX - VANGUARD NEW YORK TAX-FREE FUNDS - Vanguard New York Long-Term Tax-Exempt Fund Investor Shares 4
Van Cleef Asset Management,Inc 4
Interactive Financial Advisors 4
Kamunting Street Capital Management, L.P. 4
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 4
Copperleaf Capital, LLC 4
Hartwell J M Limited Partnership 4
Scopus Asset Management, L.p. 4
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 4
Mizuho Markets Cayman LP 4
Iowa State Bank 4
JSF Financial, LLC 4
Bernard Wealth Management Corp. 4
Capital City Trust Co/fl 4
Global X Japan Co., Ltd. 4
Jasper Ridge Partners, L.P. 4
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 4
NovaPoint Capital, LLC 4
West Coast Financial LLC 4
Harrell Investment Partners, Llc 4
MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y 4
Crake Asset Management LLP 4
Texas Capital Bank Wealth Management Services Inc 4
Three Peaks Capital Management, LLC 4
Johanson Financial Advisors, Inc. 4
Demars Financial Group, LLC 4
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 4
Regent Investment Management LLC 4
Vigilare Wealth Management 4
Raffles Associates Lp 4
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 4
BEAM Asset Management, LLC 4
Carret Asset Management, Llc 4
Anchor Capital Advisors 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
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
Monaco Asset Management SAM 4
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 4
TAXX - BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Short Duration ETF 4
TruNorth Capital Management, LLC 4
Hidden Lake Asset Management LP 4
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 4
Game Creek Capital, LP 4
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 4
Ballast Advisors Llc 4
Addenda Capital Inc. 4
Hohimer Wealth Management, Llc 4
Mission Creek Capital Partners, Inc. 4
Cohen Klingenstein LLC 4
McKinley Carter Wealth Services, Inc. 4
Aristeia Capital Llc 4
JCIC Asset Management Inc. 4
Haafor (Singapore) Pte. Ltd. 4
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 4
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 4
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 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
Northside Capital Management, LLC 4
Stance Capital Llc 4
Neumann Capital Management, LLC 4
Bks Advisors, Llc 4
Smallcap World Fund Inc 4
TradeLink Capital LLC 4
Waverton Investment Management Ltd 4
Fusion Capital, LLC 4
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 4
WMBDX - WESMARK FUNDS - WesMark Government Bond Fund 4
WMKGX - WESMARK FUNDS - WesMark Growth Fund 4
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 4
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 4
Round Table Services, LLC 4
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 4
Hosking Partners LLP 4
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 4
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 4
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 4
Concorde Asset Management, LLC 4
AIEQ - ETF Managers Trust - AI Powered Equity ETF 4
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 4
Advanced Series Trust - Ast Mid-cap Growth Portfolio 4
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 4
Decatur Capital Management, Inc. 4
Danda Trouve Investment Management, Inc. 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 4
Tempus Wealth Planning, LLC 4
TFG Advisers LLC 4
Sowa Financial Group, Inc. 4
Atlas Brown,Inc. 4
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 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
Curat Global, LLC 4
Miller Value Partners, Llc 4
Watts Gwilliam & Co., LLC 4
Stolper Co 4
PFM Health Sciences, LP 4
Nippon Life Insurance Co 4
Hussman Strategic Advisors, Inc. 4
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 4
Alpine Associates Management Inc. 4
Graybill Bartz & Assoc Ltd 4
Jackson Square Capital, Llc 4
Auxano Advisors, LLC 4
Wellspring Financial Advisors, LLC 4
Spouting Rock Asset Management, LLC 4
RiverPark Advisors, LLC 4
Flossbach Von Storch Ag 4
POM Investment Strategies, LLC 4
Boreal Capital Management LLC 4
Mengis Capital Management, Inc. 4
HYA Advisors, Inc 4
Corsair Capital Management, L.p. 4
J. W. Coons Advisors, LLC 4
Altman Advisors, Inc. 4
Umpqua Bank 4
Spirepoint Private Client, Llc 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
CGMRX - CGM TRUST - CGM Realty Fund 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
Alden Global Capital LLC 4
Western Asset Management Company, LLC 4
Liberty All Star Equity Fund 4
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 4
MGB Wealth Management, LLC 4
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 4
Royce Micro-cap Trust, Inc /md/ 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 4
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 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
DLK Investment Management, LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 4
Duncan Williams Asset Management, LLC 4
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 4
PACIFIC SELECT FUND - Currency Strategies Portfolio CLASS I 4
Napatree Capital Llc 4
Park West Asset Management LLC 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
Blackrock Enhanced Equity Dividend Trust 4
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 4
Accent Capital Management, LLC 4
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 4
VELA Funds - VELA Short Duration Fund - Class A 4
Inlight Wealth Management, LLC 4
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 4
VMAX - Lattice Strategies Trust - Hartford US Value ETF 4
Beck Bode, LLC 4
FT Vest Total Return Income Fund: Series B1 4
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 4
Howard Capital Management Inc. 4
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 4
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio 4
Evelyn Partners Asset Management Ltd 4
Novak & Powell Financial Services, Inc. 4
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 4
Charles Schwab Trust Co 4
Able Wealth Management LLC 4
Nepc Llc 4
Copperwynd Financial, LLC 4
Long Island Wealth Management, Inc. 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
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth 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
Gunderson Capital Management Inc. 4
PACIFIC SELECT FUND - Comstock Portfolio Class I 4
Ramius Advisors Llc 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
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 4
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 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
NOIEX - Northern Funds - Northern Income Equity Fund 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
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
Nuveen Equity Premium Opportunity Fund 4
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 4
Nuveen Equity Premium Advantage 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
Aberdeen Global Select Opportunities 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
Pacholder High Yield Fund Inc 4
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 4
Principled Equity Market 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
Stony Point Wealth Management Inc. 4
Signia Capital Management Llc 4
Marest Capital, LLC 4
G&S Capital LLC 4
Flagship Wealth Advisors, Llc 4
Meritage Group LP 4
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 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
Unique Wealth Strategies, LLC 4
Curian Series Trust 4
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 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
Criterion Capital Advisors, Llc 4
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 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
RMG Wealth Management LLC 4
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 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
Wilks Brothers, LLC 4
Uhlmann Price Securities, Llc 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
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 4
Bach Investment Advisors Ltd 4
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 4
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 4
GKV Capital Management Co., Inc. 4
LJI Wealth Management, LLC 4
Bond Portfolio Ii 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
Stenger Family Office, LLC 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
Managed High Yield Plus Fund Inc 4
Burns Matteson Capital Management, LLC 4
WEHIX - WEITZ FUNDS - Hickory Fund 4
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 4
Columbia Funds Variable Insurance Trust I 4
Alliancebernstein Income Fund Inc 4
Virtus Insight Trust 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
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 4
Eaton Vance Tax-advantaged Bond & Option Strategies 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
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 4
Team Financial Group, LLC 4
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 4
KPP Advisory Services LLC 4
Rogco, Lp 4
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 4
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 4
Resource Management, LLC 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
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 4
Coordinated Financial Services, Inc. 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
Deutsche High Income Trust 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 - Growth-Income Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 4
WFA Asset Management Corp 4
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 4
Guggenheim Equal Weight Enhanced Equity Income Fund 4
Oppenheimer Equity Fund 4
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 4
Halpern Financial, Inc. 4
MidWestOne Financial Group, Inc. 4
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 4
Par Capital Management 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
Boothe Investment 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
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
Bainco International Investors 4
Arcataur Capital Management LLC 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
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
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 4
Enterprise Trust & Investment Co 4
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 4
Lazari Capital Management, Inc. 4
Roberts Glore & Co Inc /il/ 4
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 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
Arden Trust Co 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
Private Capital Management Inc 4
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 4
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 4
GMEZX - GuideStone Funds - Impact Equity Fund Investor 4
Advanced Portfolio Management, LLC 4
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 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
WT Asset Management Ltd 4
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 4
Cutler Investment Counsel Llc 4
Trellis Advisors, LLC 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
Ninepoint Partners LP 4
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 4
Whitaker-Myers Wealth Managers, LTD. 4
Park Edge Advisors, LLC 4
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 4
Authentikos Wealth Advisory, LLC 4
Legacy Trust 4
Fir Tree Capital Management Lp 4
Gs Investments, Inc. 4
VKMGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Quality Income Fund CLASS A 4
Private Capital Management Llc 4
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 4
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 4
Luts & Greenleigh Group, Inc 4
RBA Wealth Management, LLC 4
Abbot Financial Management, Inc. 4
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 4
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 4
GAMDX - GOLDMAN SACHS TRUST - Goldman Sachs Local Emerging Markets Debt Fund Class 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
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
CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares 4
ADPV - Series Portfolios Trust - Adaptiv Select ETF 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
Prostatis Group LLC 4
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 4
Watermark Asset Management, Inc. 4
PIMCO Flexible Real Estate Income Fund 4
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 4
INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF 4
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 4
Destra International & Event-driven Credit Fund 4
S&t Bank/pa 4
ROSS\JOHNSON & Associates LLC 4
Julex Capital Management, Llc 4
Bbjs Financial Advisors, Llc 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 4
Dunvegan Associates, Inc. 4
P Schoenfeld Asset Management Lp 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
Moseley Investment Management Inc 4
Elkhorn Investments, LLC 4
Dalton Investments LLC 4
Security Asset Management 4
Kula Investments, LLC 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
Infrastructure Capital Advisors, Llc 4
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 4
Century Capital Management, LLC 4
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 4
Grey Fox Wealth Advisors, LLC 4
Financial Freedom, LLC 4
Crabel Capital Management, LLC 4
PagnatoKarp Partners LLC 4
Oppenheimer Global Fund 4
Guardian Partners Inc. 4
Harvest Portfolios Group Inc. 4
Henry James International Management Inc. 4
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 4
Longbow Finance SA 4
Winthrop Partners - Wny, Llc 4
New Amsterdam Partners Llc/ny 4
Crawford Lake Capital Management, LLC 4
Cercano Management LLC 4
Delta Financial Group, Inc. 4
FIIGX - First Investors Income Funds - First Investors Investment Grade Fund Class A 4
Jupiter Wealth Management LLC 4
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 4
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 4
Red Lighthouse Investment Management, Llc 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
Castle Hook Partners LP 4
Keystone Investors Pte Ltd 4
Keyvantage Wealth, Llc 4
Semus Wealth Partners LLC 4
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 4
Cassaday & Co Wealth Management LLC 4
Topsail Wealth Management, LLC 4
Jafra Capital Management LP 4
B.O.S.S. Retirement Advisors, LLC 4
Chescapmanager LLC 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
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I 4
Camden National Bank 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
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-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
Landsberg, Bennett, & Dubbaneh LLC 4
Financial Insights, Inc. 4
Claris Financial LLC 4
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 4
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 4
Oak Ridge Investments Llc 4
General Partner, Inc. 4
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 4
Matrix Asset Advisors Inc/ny 4
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 4
Gradient Capital Advisors, LLC 4
West Chester Capital Advisors, Inc 4
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 4
Auxier Asset Management 4
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 4
Riverpoint Wealth Management Holdings, LLC 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
Sherman Asset Management, Inc. 4
ERn Financial, LLC 4
Fusion Family Wealth LLC 4
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 4
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 4
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 4
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 4
Groupe la Francaise 4
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 4
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 4
Fluent Financial, LLC 4
Pier 88 Investment Partners Llc 4
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 4
D1 Capital Partners L.P. 4
Leigh Baldwin & Co., Llc 4
Opus Capital Group, LLC 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
Global Assets Advisory, LLC 4
Oppenheimer International Bond Fund 4
Rainier Group Investment Advisory LLC 4
Tradewinds, LLC. 4
Bancroft Fund Ltd 4
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 4
Campbell Capital Management Inc 4
First National Advisers, LLC 4
Kim, Llc 4
Van Berkom & Associates Inc. 4
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 4
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 4
Silverleafe Capital Partners, LLC 4
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 4
Beutel, Goodman & Co Ltd. 4
Paragon Wealth Strategies, LLC 4
Bain Capital Public Equity Management Ii, Llc 4
REDW Wealth LLC 4
Wambolt & Associates, LLC 4
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 4
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 4
Aveo Capital Partners, LLC 4
Asset Planning Services, Ltd. 4
Myriad Asset Management US LP 4
Cobblestone Capital Advisors Llc /ny/ 4
Peloton Wealth Strategists 4
Northstar Asset Management Llc 4
RGT Wealth Advisors, 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
Emory University 4
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 4
Momentum Advisors, LLC 4
Inherent Group, Lp 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 4
Howard Financial Services, Ltd. 4
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 4
Court Place Advisors, LLC 4
Willner & Heller, Llc 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
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 4
Palisades Investment Partners, LLC 4
Hardy Reed LLC 4
PACIFIC FUNDS SERIES TRUST - PF Currency Strategies Fund CLASS P 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2033 4
Nalls Sherbakoff Group, Llc 4
Spartan Planning & Wealth Management 4
Syquant Capital Sas 4
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 4
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 4
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 4
Athena Investment Management 4
SS&H Financial Advisors, Inc. 4
Roman Butler Fullerton & Co 4
Fund Management at Engine No. 1 LLC 4
Proffitt & Goodson Inc 4
Private Management Group Inc 4
Sullivan, Bruyette, Speros & Blaney, LLC 4
LGT Fund Management Co Ltd. 4
Provence Wealth Management Group 4
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 4
Cyrus J. Lawrence, LLC 4
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 4
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 4
Patriot Wealth Management, Inc. 4
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 4
1 North Wealth Services Llc 4
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 4
IFC Advisors LLC 4
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 4
Mad River Investors 4
Legg Mason Investment Counsel & Trust Co., N.A. 4
Luminist Capital LLC 4
HNASX - HOMESTEAD FUNDS INC - Growth Fund 4
Community Bank System, Inc. 4
1248 Management, LLC 4
Point Break Capital Management, LLC 4
Pennington Partners & Co., Llc 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 4
One68 Global Capital, LLC 4
Hamilton Capital, LLC 4
Penobscot Investment Management Company, Inc. 4
LST - Managed Portfolio Series - Leuthold Select Industries ETF 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
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 4
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 4
Bank Pictet & Cie (asia) Ltd 4
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 4
Aspire Wealth Management Corp 4
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A 4
SCEC - Capitol Series Trust - Sterling Capital Enhanced Core Bond ETF 4
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 4
Stamos Capital Partners, L.p. 4
Vantage Financial Partners, LLC 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
MA Private Wealth 4
Manning & Napier Advisors Llc 4
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 4
FT Vest Hedged Equity Income Fund: Series A4 4
Green Arrow Capital Management Llc 4
FT Vest Total Return Income Fund: Series A4 4
Graney & King, LLC 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
Thoroughbred Financial Services, Llc 4
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class 4
Regatta Capital Group, Llc 4
Madison Street Partners, LLC 4
Mark Asset Management Lp 4
Deutsche Global High Income Fund, Inc. 4
Future Fund LLC 4
Horizon Investment Services, LLC 4
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 4
Benchmark Investment Advisors LLC 4
Dempze Nancy E 4
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 4
Ipswich Investment Management Co., Inc. 4
Ulland Investment Advisors, LLC 4
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 4
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 4
FT Vest Hedged Equity Income Fund: Series B1 4
Beacon Capital Management, Inc. 4
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 4
Shoker Investment Counsel, Inc. 4
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 4
Cypress Capital Group 4
Graham Capital Wealth Management, Llc 4
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 4
First National Bank of South Miami 4
Private Portfolio Partners Llc 4
Lifeworks Advisors, LLC 4
Blackston Financial Advisory Group, LLC 4
Zevenbergen Capital Investments Llc 4
Reliant Investment Management, LLC 4
Jackson Hole Capital Partners, LLC 4
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 4
TrinityPoint Wealth, LLC 4
Adirondack Research & Management Inc. 4
CTC Capital Management, LLC 4
Jmac Enterprises Llc 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
Skaana Management L.P. 4
RE Dickinson Investment Advisors, LLC 4
Delta Accumulation, LLC 4
Capricorn Fund Managers Ltd 4
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 4
Trail Ridge Investment Advisors, LLC 4
City National Bank Of Florida /msd 4
Trillium Asset Management, Llc 4
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 4
Compass Planning Associates Inc 4
Schafer Cullen Capital Management Inc 4
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 4
Manhattan West Asset Management, LLC 4
OPTIMAS CAPITAL Ltd 4
Wilson & Boucher Capital Management, LLC 4
Schnieders Capital Management Llc 4
Endowment Wealth Management, Inc. 4
Olstein Capital Management, L.P. 4
Krs Capital Management, 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
Eagle Strategies LLC 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
Fedenia Advisers LLC 4
Berkeley Capital Partners, LLC 4
Blue Rock Advisors, LLC 4
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 4
aeris Capital Holding GmbH 4
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 4
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 4
Saturna Capital CORP 4
Saxon Interests, Inc. 4
Ironwood Investment Counsel, LLC 4
Intrinsic Value Partners, LLC 4
CapWealth Advisors, LLC 4
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 4
Azimuth Capital Management LLC 4
Difesa Capital Management, Lp 4
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 4
Pitti Group Wealth Management, LLC 4
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 4
Alan B. Lancz & Associates, Inc. 4
Connors Investor Services Inc 4
Fractal Investments LLC 4
Wealth Effects Llc 4
Strategic Capital Alternatives LLC 4
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 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
Southeast Asset Advisors Inc. 4
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 4
Advocacy Wealth Management Services, LLC 4
Cna Financial Corp 4
Svenska Handelsbanken AB (publ) 4
Summit Partners Public Asset Management, Llc 4
Norwood Financial Corp 4
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 4
Scissortail Wealth Management, LLC 4
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 4
Zimmermann Investment Management & Planning Llc 4
Yarbrough Capital, LLC 4
Riverwater Partners LLC 4
Poinciana Advisors Group, Llc 4
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 4
PUREfi Wealth, LLC 4
Asset Planning,Inc 4
Kimelman & Baird, LLC 4
Partner Investment Management, L.P. 4
Loews Corp 4
Bronson Point Management LLC 4
Cabot Wealth Management Inc 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 4
Teewinot Capital Advisers, L.L.C. 4
Qvr Llc 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
Dragoneer Investment Group, LLC 4
Maxi Investments CY Ltd 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
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 4
Dentgroup LLC 4
Longboard Asset Management, LP 4
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 4
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF 4
Uniplan Investment Counsel, Inc. 4
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 4
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 4
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 4
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 4
Epiphany Funds 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
Avantra Family Wealth, Inc. 4
ARGA Investment Management, LP 4
Ironsides Asset Advisors, LLC 4
AssuredPartners Investment Advisors, LLC 4
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 4
Badgley Phelps Wealth Managers, LLC 4
denkapparat Operations GmbH 4
Caldwell & Orkin Inc 4
Capital Group Private Client Services, Inc. 4
Gluskin Sheff & Assoc Inc 4
Cooperman Leon G 4
Suvretta Capital Management, Llc 4
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 4
Private Capital Advisors, Inc. 4
Nova Wealth Management, Inc. 4
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 4
Berbice Capital Management LLC 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
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 4
Truepoint, Inc. 4
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 4
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 4
Supplemental Annuity Collective Trust of NJ 4
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 4
McElhenny Sheffield Capital Management, LLC 4
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 4
Maridea Wealth Management LLC 4
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 4
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 4
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 4
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 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
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 4
Red Cedar Management, Lp 4
Endeavor Private Wealth, Inc. 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
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 4
FT Vest Total Return Income Fund: Series A3 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
SNS Financial Group, LLC 4
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 4
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 4
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 4
Jet Capital Investors L P 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
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 4
Smith & Howard Wealth Management, LLC 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
FT Vest Hedged Equity Income Fund: Series A3 4
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 4
Quantum Capital Management, LLC / NJ 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
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 4
FZBAX - FRANKLIN STRATEGIC SERIES - Franklin Flexible Alpha Bond Fund Advisor Class 4
American Money Management, LLC 4
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 4
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 4
SMART Wealth LLC 4
VVSCX - VALIC Co I - Small Cap Value Fund 4
Pring Turner Capital Group Inc 4
Teton Advisors, Inc. 4
Constellation Wealth Advisors, LLC 4
Eaton Vance Senior Floating Rate Trust 4
Copley Financial Group, Inc. 4
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 4
Citizens & Northern Corp 4
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 4
Insight Capital Research & Management Inc 4
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 4
Wafra Inc. 4
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 4
Oak Asset Management, LLC 4
Eaton Vance Short Duration Diversified Income Fund 4
Victory Institutional Funds 4
Sharkey, Howes & Javer 4
WealthTrust Asset Management, LLC 4
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 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
Newport Capital Group, LLC 4
Investment Counselors Of Maryland Llc 4
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 4
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 4
Integrated Wealth Counsel, Llc 4
Bar Harbor Trust Services 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
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 4
Prospector Partners Llc 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
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
LeConte Wealth Management, LLC 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 4
Pinnacle Advisory Group, Inc. 4
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 4
RKL Wealth Management LLC 4
Marex Group plc 4
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 4
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 4
Regency Capital Management Inc.\DE 4
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 4
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 4
Davis Capital Partners, Llc 4
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 4
Lbmc Investment Advisors, Llc 4
CSM Advisors, LLC 4
Clarity Financial LLC 4
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 4
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF 4
Gitterman Wealth Management, LLC 4
Blue Chip Partners, Inc. 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 4
Guyasuta Investment Advisors Inc 4
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 4
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 4
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
Rovida Advisors Inc. 4
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 4
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 4
Peak Asset Management, LLC 4
Congress Park Capital LLC 4
First Trust High Income Long/short Fund 4
Scott & Selber, Inc. 4
North Square Investments Trust - North Square McKee Bond Fund Class I 4
Chou Associates Management Inc. 4
Everhart Financial Group, Inc. 4
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 4
IronBridge Private Wealth, LLC 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
May Hill Capital, LLC 4
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 4
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 4
Valley Brook Capital Group, Inc. 4
Encompass Wealth Advisors, Llc 4
Miller Howard Investments Inc /ny 4
Patron Partners Advisors, Llc 4
Navis Wealth Advisors, LLC 4
Badgley Phelps & Bell Inc 4
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 4
Hermes Investment Management Ltd 4
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 4
BERIX - Chartwell Funds - Berwyn Income Fund 4
Shanda Payment Holdings Ltd. 4
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 4
Washburn Capital Management, Inc. 4
Wells Trecaso Financial Group, LLC 4
Paragon Advisors, LLC 4
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 4
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A 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
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
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I 4
Round Rock Advisors, LLC 4
Silver Capital Management Llc 4
First Citizens Financial Corp 4
Tacita Capital Inc 4
Renaissance Group Llc 4
LHEAX - LOCORR INVESTMENT TRUST - LoCorr Hedged Core Fund Class A 4
United Maritime Capital Llc 4
WNY Asset Management, LLC 4
FT Vest Hedged Equity Income Fund: Series A2 4
X-Square Capital, LLC 4
FT Vest Total Return Income Fund: Series A2 4
Croft-leominster Inc 4
Conquis Financial Llc 4
Engine No. 1 Llc 4
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 4
High Falls Advisors, Inc 4
Old Dominion Capital Management Inc 4
RiverPoint Capital Management, LLC 4
Kanawha Capital Management Llc 4
New York Life Investments Alternatives 4
Oppenheimer Series Fund 4
Gillespie Robinson & Grimm Inc 4
Woodward Diversified Capital, Llc 4
B&l Asset Management Llc 4
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 4
Oxler Private Wealth LLC 4
Mcdonald Partners Llc 4
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 4
Curated Wealth Partners LLC 4
Multisector Income Portfolio 4
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 4
Beacon Trust Co 4
Connacht Asset Management LP 4
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 4
Sunnymeath Asset Management, Inc. 4
MJT & Associates Financial Advisory Group, Inc. 4
Mondrian Investment Partners LTD 4
Harbor Financial Services, Llc 4
Everstar Asset Management, LLC 4
First Dallas Securities Inc. 4
Allegheny Financial Group LTD 4
Cary Street Partners Asset Management Llc 4
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 4
Fragasso Group Inc. 4
Renasant Bank 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
RFG - Bristol Wealth Advisors, LLC 4
GFI Investment Counsel Ltd. 3
GMSAX - GOLDMAN SACHS TRUST - Goldman Sachs Managed Futures Strategy Fund Class A 3
Davis Asset Management, L.P. 3
Wright Managed Income Trust 3
Cascade Financial Partners, LLC 3
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 3
Signet Management Usa, Llc 3
Tandem Investment Advisors, Inc. 3
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 3
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 3
Victrix Investment Advisors 3
Souders Financial Advisors 3
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 3
Majedie Asset Management Ltd 3
Northern Right Capital Management, L.P. 3
Telemark Asset Management, LLC 3
United Bank 3
Key Square Capital Management LLC 3
Silver Bridge Capital Management LLC 3
InTrack Investment Management Inc 3
Armor Investment Advisors, LLC 3
Harold Davidson & Associates Inc. 3
Endex Capital Management Llc 3
Pettyjohn, Wood & White, Inc 3
TT International Asset Management LTD 3
McGowan Group Asset Management, Inc. 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Equitec Specialists, Llc 3
Pinnacle Wealth Management Group, Inc. 3
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 3
Sterling Financial Planning, Inc. 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 3
Granite Point Capital Management, L.P. 3
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 3
RiverTree Advisors, LLC 3
Maiden Cove Capital, LLC 3
Independence Trust CO 3
Mitsubishi UFJ Securities Holdings Co., Ltd. 3
FAQDX - Fidelity Greenwood Street Trust - Fidelity Macro Opportunities Fund Fidelity Advisor Macro Opportunities Fund: Class M 3
AGH Wealth Advisors, LLC 3
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 3
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 3
Financial Advantage, Inc. 3
KC Investment Advisors, LLC 3
Wittenberg Investment Management, Inc. 3
BLACKROCK FUNDS - iShares U.S. Securitized Bond Index Fund 3
Stonehearth Capital Management, LLC 3
Letko, Brosseau & Associates Inc 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 3
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 3
Bolthouse Investments, LLC 3
Beta Wealth Group, Inc. 3
one8zero8, LLC 3
Karpas Strategies, Llc 3
Bolton Lp 3
Managed Account Services Inc 3
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 3
Buffington Mohr McNeal 3
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 3
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 3
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF 3
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class 3
Tiger Global Management Llc 3
GVO Asset Management Ltd 3
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 3
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 3
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II 3
MTCGX - M FUND INC - M Large Cap Growth Fund 3
Affinity Capital Advisors, LLC 3
Mosaic Financial Group, Llc 3
3d Asset Management, Inc 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
Seminole Management Co., Inc. 3
Riverpark Capital Management Llc 3
Eukles Asset Management 3
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class 3
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 3
ACR Alpine Capital Research, LLC 3
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 3
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
Liberty One Investment Management, Llc 3
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 3
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 3
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 3
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 3
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 3
Spotlight Asset Group, Inc. 3
Horizons Wealth Management 3
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 3
NWF Advisory Services Inc. 3
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 3
BT Wealth Management LLC 3
WCG Wealth Advisors LLC 3
17 Capital Partners, Llc 3
Salzhauer Michael 3
Anderson Hoagland & Co 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
Vista Investment Partners Llc 3
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 3
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 3
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 3
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 3
SVA Wealth Management, LLC 3
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 3
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 3
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 3
VAPPX - VALIC Co I - Capital Appreciation Fund 3
Dean Investment Associates, Llc 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 3
Middleton & Co Inc/ma 3
FSM Wealth Advisors, LLC 3
Weaver Capital Management LLC 3
MACRO Consulting Group 3
Orleans Capital Management Corp/la 3
Ritter Daniher Financial Advisory LLC / DE 3
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 3
Cannon Financial Strategists, Inc. 3
Infini Capital Management Ltd 3
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 3
Roof Eidam & Maycock/adv 3
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 3
Palouse Capital Management, Inc. 3
Symons Capital Management Inc 3
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 3
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 3
Miller Wealth Advisors, Llc 3
Blue Granite Capital, LLC 3
EdgeRock Capital LLC 3
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 3
Van Strum & Towne Inc. 3
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 3
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 3
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 3
Brick & Kyle, Associates 3
Clear Point Advisors Inc. 3
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund 3
Bell Bank 3
Transatlantique Private Wealth Llc 3
Sugar Maple Asset Management, LLC 3
Carnegie Lake Advisors LLC 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
Brightworth 3
Lodestar Investment Counsel Llc/il 3
Benson Investment Management Company, Inc. 3
Wealth High Governance Capital Ltda 3
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 3
First Allied Asset Management, Inc. 3
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 3
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 3
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 3
Indus Capital Partners, Llc 3
Ranger International Management, LP 3
Argent Financial Group, Inc. 3
LVZ Advisors, Inc. 3
QSTAX - Advisors Preferred Trust - Quantified STF Fund Advisor Class Shares 3
Tilden Park Management I LLC 3
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 3
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 3
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
Zenit Asset Management AB 3
Knuff & Co LLC 3
Pinnacle Wealth Advisors 3
Tandem Capital Management Corp /adv 3
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 3
Omega Financial Group, LLC 3
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class 3
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 3
Hurlow Wealth Management Group, Inc. 3
Lazard Freres Gestion S.A.S. 3
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF 3
Pvg Asset Management Corp 3
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 3
Urban Wealth Management, LLC 3
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 3
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 3
Consolidated Investment Group LLC 3
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 3
Paradigm Financial Advisors, LLC 3
Berry Street Capital Management LLP 3
FTIIX - FEDERATED INTERNATIONAL SERIES INC - Federated Global Total Return Bond Fund Class A Shares 3
Fore Capital, LLC 3
HITE Hedge Asset Management LLC 3
Torch Wealth Management LLC 3
Skba Capital Management Llc 3
SCP Investment, LP 3
Heritage Financial Services, LLC 3
Advanced Series Trust - Ast Mfs Global Equity Portfolio 3
Papp L Roy & Associates 3
Brooktree Capital Management 3
DORCHESTER WEALTH MANAGEMENT Co 3
Wealth Dimensions Group, Ltd. 3
Folger Nolan Fleming Douglas Capital Management, Inc 3
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 3
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 3
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 3
JAHSX - James Alpha Funds Trust - James Alpha EHS Fund Class R6 3
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 3
Guggenheim Credit Allocation Fund 3
Jnl Series Trust - Jnl/s&p 4 Fund (a) 3
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 3
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 3
JTHIX - James Alpha Funds Trust - James Alpha Total Hedge Portfolio Class I 3
Callodine Capital Management, LP 3
Marathon Asset Management Llp 3
Oakwood Capital Management Llc/ca 3
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 3
FolioMetrix LLC 3
Penn Davis Mcfarland Inc 3
Stancorp Investment Advisers Inc 3
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 3
Stillwater Capital Advisors, LLC 3
Soviero Asset Management, LP 3
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 3
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 3
Select Asset Management & Trust 3
Torray Llc 3
Westwood Management Corp /il/ 3
Forefront Analytics, LLC 3
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 3
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 3
BTS Asset Management, Inc. 3
SignalPoint Asset Management, LLC 3
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 3
Quantum Private Wealth, LLC 3
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 3
Beacon Pointe Wealth Advisors, Llc 3
North Point Portfolio Managers Corp/oh 3
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 3
Sutton Place Investors Llc 3
Long Wharf Investors, Inc. 3
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 3
BARING ASSET MANAGEMENT Ltd 3
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 3
Anglepoint Asset Management, Ltd. 3
Gibbs Wealth Management 3
Miramar Capital, LLC 3
Arlington Capital Management, Inc. 3
New Century Investment Management, Inc 3
Boyar Asset Management Inc. 3
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 3
Noked Israel Ltd 3
Argent Trust Company, N.a. 3
Breakwater Investment Management 3
Outlook Wealth Advisors, LLC 3
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R 3
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 3
Amida Capital Management II, LLC 3
Wilmington Trust Investment Management, LLC 3
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 3
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 3
Nadler Financial Group, Inc. 3
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 3
Ibex Investors LLC 3
Nippon Life Global Investors Americas, Inc. 3
Westerkirk Capital Inc. 3
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 3
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 3
TEZIX - MUTUAL FUND SERIES TRUST - Catalyst/Teza Algorithmic Allocation Income Fund Class I 3
London & Capital Asset Management Ltd 3
Lynrock Lake LP 3
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 3
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 3
Ashburton (Jersey) Ltd 3
Portfolio Solutions, LLC 3
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 3
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 3
Anderson Financial Strategies, LLC 3
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 3
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 3
Yellowstone Partners, LLC 3
Stewart & Patten Co Llc 3
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 3
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 3
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 3
Alpha Family Trust 3
Commons Capital, Llc 3
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares 3
Brooklyn FI, LLC 3
Wealthstreet Investment Advisors, LLC 3
PUTNAM FUNDS TRUST - Putnam Short Term Investment Fund Class P 3
LifePro Asset Management 3
Corsicana & Co. 3
Jackson Square Partners, LLC 3
Cascade Investment Advisors, Inc. 3
Oak Harvest Investment Services 3
Texas Bank & Trust Co 3
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 3
Meridian Management Co 3
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 3
Armor Advisors, L.l.c. 3
Miller/howard High Income Equity Fund 3
Gemsstock Ltd. 3
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 3
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 3
GFGF - EA Series Trust - Guru Favorite Stocks ETF 3
Mountain Hill Investment Partners Corp. 3
Asio Capital, LLC 3
Grant/GrossMendelsohn, LLC 3
Paragon Private Wealth Management, LLC 3
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 3
High Point Bank & Trust Co 3
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 3
Solidarilty Wealth, LLC 3
Benin Management CORP 3
Financial Network Wealth Management LLC 3
Invenomic Capital Management LP 3
Berry Group, Llc 3
Sphinx Trading, Lp 3
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio 3
Telluride Asset Management LLC 3
Aberdeen Wealth Management LLC 3
GENT - Spinnaker ETF Series - Genter Capital Taxable Quality Intermediate ETF 3
Capital Wealth Alliance, LLC 3
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 3
Connors Funds - Connors Hedged Equity Fund Institutional Class 3
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 3
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 3
Manteio Capital LLC 3
Archipel Asset Management AB 3
JHCR - John Hancock Exchange-Traded Fund Trust - John Hancock Core Bond ETF 3
Artemis Wealth Advisors, LLC 3
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 3
CLARET ASSET MANAGEMENT Corp 3
Guggenheim Taxable Municipal Managed Duration Trust 3
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 3
Good Steward Wealth Advisors,LLC 3
JHCP - John Hancock Exchange-Traded Fund Trust - John Hancock Core Plus Bond ETF 3
Wescott Financial Advisory Group, LLC 3
Peachtree Investment Advisors, Inc. 3
SBFAX - Trust for Advised Portfolios - 1919 Financial Services Fund Class A 3
Arrow Investment Advisors, LLC 3
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 3
Davy Global Fund Management Ltd 3
VCIEX - VALIC Co I - International Equities Index Fund 3
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 3
Parameter Capital Management LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 3
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 3
Verde Servicos Internacionais S.A. 3
Greenspring Advisors, LLC 3
Smith, Graham & Co., Investment Advisors, LP 3
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 3
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 3
My Legacy Advisors, LLC 3
Smallwood Wealth Investment Management, LLC 3
VCGSX - VALIC Co I - Government Securities Fund 3
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 3
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 3
Dfa Investment Trust Co - The Dfa International Value Series 3
St. Johns Investment Management Company, LLC 3
Mirova 3
York Capital Management Global Advisors, LLC 3
Shannon River Fund Management LLC 3
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 3
Gary Goldberg Planning Services Inc 3
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 3
USAdvisors Wealth Management, LLC 3
Focused Investors LLC 3
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 3
Founders Bank & Trust 3
Parvin Asset Management, LLC 3
Mezzasalma Advisors, LLC 3
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 3
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 3
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 3
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF 3
WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class 3
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 3
Nan Shan Life Insurance Co., Ltd. 3
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 3
Main Management ETF Advisors, LLC 3
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 3
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 3
RHS Financial, LLC 3
Cloverfields Capital Group, Lp 3
Investment Partners Asset Management, Inc. 3
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Balter Liquid Alternatives, LLC 3
Catamount Wealth Management 3
Shulman DeMeo Asset Management LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 3
Campbell Newman Asset Management Inc 3
Colrain Capital Llc 3
Excalibur Management Corp 3
Bank & Trust Co 3
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 3
Nwi Management Lp 3
SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class 3
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 3
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 3
PICTET BANK & TRUST Ltd 3
Perennial Investment Partners LTD 3
Hosking & Co Ltd 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 3
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 3
Element Wealth, LLC 3
Jetstream Capital LLC 3
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 3
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 3
Hendershot Investments Inc. 3
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 3
Moser Wealth Advisors, LLC 3
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 3
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 3
Knowledge Leaders Capital, LLC 3
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 3
Adams Wealth Management 3
A. D. Beadell Investment Counsel, Inc. 3
Newman Dignan & Sheerar, Inc. 3
Fortaleza Asset Management Inc/ 3
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 3
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 3
AGGS - Harbor ETF Trust - Harbor Disciplined Bond ETF 3
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 3
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 3
Grassi Investment Management 3
Nixon Peabody Trust Co 3
Rockingstone Advisors LLC 3
Investors Trust Inc 3
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 3
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 3
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 3
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 3
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A 3
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 3
Highmount Capital, LLC 3
Turn8 Private Wealth Inc. 3
Peddock Capital Advisors, Llc 3
ERTS Wealth Advisors, LLC 3
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 3
Mb, Levis & Associates, Llc 3
HBC Financial Services, PLLC 3
Advanced Research Investment Solutions, Llc 3
Schneider Downs Wealth Management Advisors, LP 3
Lisanti Capital Growth, LLC 3
Lakewood Capital Management, Lp 3
Sands Capital Management, Llc 3
Oaktree Diversified Income Fund Inc. 3
Disciplined Investors, L.L.C. 3
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 3
Europacific Growth Fund 3
Tcg Advisors, Lp 3
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 3
Indie Asset Partners, LLC 3
New Vernon Investment Management Llc 3
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 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
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 3
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 3
Echo45 Advisors LLC 3
RUFF - ETF Opportunities Trust - Alpha Dog ETF 3
Hall Capital Management Co Inc 3
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 3
Slow Capital, Inc. 3
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 3
Somerville Kurt F 3
Schwerin Boyle Capital Management Inc 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
PCGTX - PACE SELECT ADVISORS TRUST - PACE Mortgage-Backed Securities Fixed Income Investments Class P 3
Andromeda Capital LLC 3
Voce Capital Management LLC 3
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 3
Strategic Wealth Designers 3
Crumly & Associates Inc. 3
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 3
CastleArk Alternatives, LLC 3
Houlihan Financial Resource Group, Ltd. 3
Kings Path Partners LLC 3
Rice Partnership, LLC 3
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund 3
Zions Trust, National Association 3
Summit Wealth Group, LLC 3
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 3
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 3
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 3
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 3
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 3
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 3
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 3
Delek Group, Ltd. 3
Kidder Stephen W 3
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I 3
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB 3
Aubrey Capital Management Ltd 3
Cornerstone Financial Partners, LLC 3
Titus Wealth Management 3
FirstMerit Bank N A Trustee 3
Leslie Global Wealth, LLC 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 3
Hemenway Trust Co LLC 3
Bullseye Investment Management, LLC 3
C2C Wealth Management, LLC 3
Fountainhead AM, LLC 3
Bouchey Financial Group Ltd 3
ZIG - ETF Series Solutions - The Acquirers Fund 3
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 3
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 3
Deane Retirement Strategies, Inc. 3
Generate Investment Management Ltd 3
LWM Advisory Services, LLC 3
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 3
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 3
Rather & Kittrell, Inc. 3
Gentry Private Wealth, Llc 3
Concorde Financial Corp 3
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 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
Strategic Global Advisors, LLC 3
NS Partners Ltd 3
Empyrean Capital Partners, LP 3
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 3
Prudent Man Investment Management, Inc. 3
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 3
Principal Diversified Select Real Asset Fund 3
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 3
Elyxium Wealth, LLC 3
Burns J W & Co Inc/ny 3
Amici Capital, LLC 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 3
Cowa, Llc 3
Legg Mason Asset Management (Japan) Co., Ltd. 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
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 3
Fusion Investment Group, LLC 3
Arnhold LLC 3
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 3
Carroll Investors, Inc 3
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 3
Private Asset Management Inc 3
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 3
Aspetuck Financial Management LLC 3
Granite Bay Wealth Management, LLC 3
National Investment Services of America, LLC 3
Mid-American Wealth Advisory Group, Inc. 3
Hansberger Growth Investors, Lp 3
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 3
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 3
Kraematon Investment Advisors, Inc 3
SFI Advisors, LLC 3
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 3
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3
Johnson Midwest Financial, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Inflation Protection Fund Standard Class II 3
Midwest Capital Advisors, LLC 3
Duff & Phelps Utility & Corporate Bond Trust Inc 3
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 3
EMFQ - Amplify ETF Trust - Amplify International Online Retail ETF 3
Allium Financial Advisors, Llc 3
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 3
Sendero Wealth Management, LLC 3
Goldstone Financial Group, LLC 3
Humankind Investments LLC 3
Wealth Management Associates, Inc. 3
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3
Community Financial Services Group, LLC 3
Daiwa SB Investments Ltd. 3
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 3
FLC Capital Advisors 3
CMIFX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Founders Class 3
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 3
Parkside Advisors LLC 3
Correct Capital Wealth Management 3
Analyst IMS Investment Management Services Ltd. 3
RMR Capital Management, LLC 3
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 3
Covalent Partners LLC 3
Seaport Global Advisors, LLC 3
AMFQX - Investment Managers Series Trust - 361 Managed Futures Strategy Fund Investor Class 3
Corundum Group, Inc. 3
Boardman Bay Capital Management Llc 3
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 3
First National Bank of Mount Dora, Trust Investment Services 3
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 3
Cornell Pochily Investment Advisors, Inc. 3
Minot Wealth Management LLC 3
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF 3
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 3
Crystal Rock Capital Management 3
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A 3
Bridger Management, 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
TruWealth Advisors, LLC 3
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 3
RSSL - Global X Funds - Global X Russell 2000 ETF 3
Audent Global Asset Management, LLC 3
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class 3
Fermata Advisors, LLC 3
Eagle Capital Management Llc 3
Pasadena Private Wealth, LLC 3
Smithbridge Asset Management Inc/de 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
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 3
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 3
Avondale Wealth Management 3
Bath Savings Trust Co 3
Drucker Wealth 3.0, LLC 3
Diversified, LLC 3
Commonwealth Opportunity Capital Gp Llc 3
Sender Co & Partners, Inc. 3
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 3
Mountain Pacific Investment Advisers Inc/id 3
Arbor Trust Wealth Advisors, Llc 3
Keystone Wealth Services, LLC 3
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 3
Marion Wealth Management 3
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 3
Hamilton Wealth, LLC 3
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 3
Palumbo Wealth Management LLC 3
Consilio Wealth Advisors, Llc 3
Platte River Wealth Advisors, LLC 3
Harvard Management Co Inc 3
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 3
Heartwood Wealth Advisors LLC 3
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 3
Cadence Wealth Management LLC 3
Fifth Lane Capital, Lp 3
Tanager Wealth Management LLP 3
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 3
Seaport Global Asset Management Llc 3
Clearline Capital LP 3
Mpwm Advisory Solutions, Llc 3
Community Capital Management, Inc. 3
Edmonds Duncan Registered Investment Advisors, LLC 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
Caz Investments Lp 3
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 3
Wealthquest Corp 3
Hershey Financial Advisers, LLC 3
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 3
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 3
Ami Investment Management Inc 3
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 3
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 3
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 3
Mogy Joel R Investment Counsel Inc 3
Clarus Group, Inc. 3
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 3
Tenere Capital LLC 3
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 3
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 3
Kassirer Asset Management Corp 3
Physicians Financial Services, Inc. 3
American Trust Investment Advisors, LLC 3
QDIBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans 3
Morgens Waterfall Vintiadis & Co Inc 3
CogentBlue Wealth Advisors, LLC 3
Bruderman Asset Management, LLC 3
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 3
Garrett Investment Advisors LLC 3
MKT Advisors LLC 3
Navalign, LLC 3
Boston Common Asset Management, LLC 3
P.a.w. Capital Corp 3
McLean Asset Management Corp 3
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 3
Hahn Capital Management Llc 3
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 3
Kelman-Lazarov, Inc. 3
Capstone Financial Advisors, Inc. 3
Yahoo Inc 3
Horizon Family Wealth, Inc. 3
Pioneer Diversified High Income Trust 3
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 3
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 3
Nuance Investments, Llc 3
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 3
Dsm Capital Partners Llc 3
Sona Asset Management (us) Llc 3
Weik Capital Management 3
Groesbeck Investment Management Corp /nj/ 3
Birch Hill Investment Advisors LLC 3
QDVBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans 3
Sonora Investment Management Group, LLC 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
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 3
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 3
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 3
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 3
Cannell Peter B & Co Inc 3
Thrive Capital Management, LLC 3
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 3
Sitrin Capital Management LLC 3
Citadel Investment Advisory, Inc. 3
Doheny Asset Management /ca 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
Sandell Asset Management Corp 3
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 3
Provident Wealth Management, LLC 3
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 3
S.A. Mason LLC 3
Willis Investment Counsel 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
40 North Management LLC 3
Alaethes Wealth LLC 3
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 3
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 3
Credit Capital Investments LLC 3
General Electric Co 3
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 3
Kernodle & Katon Asset Management Group, LLC 3
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 3
Paladin Wealth, LLC 3
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 3
Lord Abbett Developing Growth Fund, Inc. 3
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 3
BGIAX - BRANDES INVESTMENT TRUST - Brandes Global Equity Income Fund Class A 3
Marathon Asset Management Lp 3
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 3
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 3
Nautilus Advisors LLC 3
Cullen Capital Management, LLC 3
Sand Grove Capital Management LLP 3
MAFIX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class I Shares 3
Accelerate Investment Advisors LLC 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 3
Limestone Investment Advisors LP 3
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 3
Columbus Hill Capital Management, L.P. 3
Trust Co Of Oklahoma 3
Northcape Wealth Management, Llc 3
Udine Wealth Management, Inc. 3
Greenup Street Wealth Management Llc 3
Stiles Financial Services Inc 3
S-Bank Fund Management Ltd 3
Handelsinvest Investeringsforvaltning 3
Consultiva Wealth Management, Corp. 3
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
Overbrook Management Corp 3
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 3
Sava Infond d.o.o. 3
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 3
Black Maple Capital Management LP 3
Jd Capital Management Llc 3
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 3
South Shore Capital Advisors 3
Salient Capital Advisors, LLC 3
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 3
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 3
Adirondack Funds 3
Locust Wood Capital Advisers, LLC 3
AAFMAA Wealth Management & Trust LLC 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 3
Taconic Capital Advisors LP 3
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 3
Goodman Financial Corp 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
Miller Investment Management, LP 3
Prudent Man Advisors, LLC 3
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF 3
Autus Asset Management, LLC 3
Windsor Group LTD 3
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 3
M1 Capital Management LLC 3
Vantage Investment Partners, LLC 3
Carson Advisory Inc. 3
Lloyd Park, LLC 3
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 3
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 3
Radcliffe Capital Management, L.P. 3
Magellan Asset Management Ltd 3
Coulter & Justus Financial Services, LLC 3
Orbitronix, LP 3
Van Den Berg Management I, Inc 3
Nbw Capital Llc 3
Carrera Capital Advisors 3
Pinnacle Private Wealth, LLC 3
Kearns & Associates LLC 3
RTRE - Collaborative Investment Series Trust - Rareview Total Return Bond ETF 3
Check Capital Management Inc/ca 3
Morling Financial Advisors, LLC 3
WealthBridge Investment Counsel Inc. 3
Selway Asset Management 3
DSAM Partners (London) Ltd 3
Cutler Capital Management, LLC 3
Cypress Capital Management Llc 3
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 3
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 3
Heritage Oak Wealth Advisors Llc 3
Kathleen S. Wright Associates Inc. 3
BSMS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF 3
Goodman Advisory Group, LLC 3
Keystone Financial Services 3
Waycross Partners, Llc 3
Clovis Capital Management Lp 3
Panning Capital Management, LP 3
bLong Financial, LLC 3
TigerOak Management, L.L.C. 3
SCCR - SCHWAB STRATEGIC TRUST - Schwab Core Bond ETF 3
Causeway Capital Management Llc 3
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 3
Prosperity Planning, Inc. 3
Abc Arbitrage Sa 3
DMG Group, LLC 3
Kiltearn Partners LLP 3
Ceredex Value Advisors LLC 3
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 3
Tcfg Wealth Management, Llc 3
Falcon Wealth Planning 3
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 3
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 3
Merrion Investment Management Co, LLC 3
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 3
South Georgia Capital, Llc 3
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 3
Lee Johnson Capital Management, Llc 3
Palacios Wealth Management, LLC 3
Boussard & Gavaudan Investment Management LLP 3
SummerHaven Investment Management, LLC 3
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 3
CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF 3
Sessa Capital IM, L.P. 3
Boston Income Portfolio - Boston Income Portfolio 3
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 3
Staley Capital Advisers Inc 3
SMARX - BRANDES INVESTMENT TRUST - Brandes Separately Managed Account Reserve Trust 3
Davis-rea Ltd. 3
Flagship Private Wealth, LLC 3
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 3
DSG Capital Advisors, LLC 3
Vahanian & Associates Financial Planning Inc. 3
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 3
Yukon Wealth Management, Inc. 3
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 3
Outfitter Advisors, Ltd. 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
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 3
Caliber Wealth Management, LLC / KS 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 3
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 3
Hall Kathryn A. 3
TSWFX - Perpetual Americas Funds Trust - TSW CORE PLUS BOND FUND Institutional Shares 3
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 3
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 3
Spectrum Planning & Advisory Services Inc. 3
National Investment Services Inc /wi 3
MUB - iSHARES TRUST - iShares National Muni Bond ETF 3
Honeywell International Inc 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
Steamboat Capital Partners, LLC 3
Penseco Financial Services Corp 3
GETCO Holding Company, LLC 3
Shelton Wealth Management, Llc 3
Cazenove Capital Management Ltd 3
Carl Domino Inc 3
InterOcean Capital, LLC 3
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 3
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 3
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 3
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF 3
Quadrant Capital Management, LLC 3
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 3
Wallace Capital Management Inc. 3
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 3
Ws Management Lllp 3
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 3
Bck Capital Management Lp 3
Pandora Wealth, Inc. 3
Palisades Hudson Asset Management, L.P. 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
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 3
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 3
Atlantic Private Wealth, LLC 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
Absoluto Partners Gestao de Recursos Ltda 3
LRT Capital Management, LLC 3
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 3
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 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
Dow Chemical Co /de/ 3
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 3
Oregon Pacific Wealth Management, LLC 3
Virginia Wealth Management Group, Inc. 3
Sadoff Investment Management Llc 3
Pilgrim Partners Asia Pte Ltd 3
Paladin Advisory Group, LLC 3
Hershey Trust Co 3
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 3
Vestpro Financial Partners, Inc. Dba Cpf Texas 3
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 3
Brouwer & Janachowski, LLC 3
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 3
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 3
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 3
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 3
Broadway Wealth Solutions, Inc. 3
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 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
Delta Capital Management Llc 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 3
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 3
Jordan Park Group LLC 3
Hansberger Global Investors Inc/fl 3
Tegean Capital Management, Llc 3
Oppenheimer Global Value Fund 3
Birmingham Capital Management Co Inc/al 3
Fairview Capital Investment Management, Llc 3
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3
James Hambro & Partners 3
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 3
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 3
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 3
Pomelo Capital LLC 3
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 3
Old West Investment Management, LLC 3
S. R. Schill & Associates 3
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 3
Pennsylvania Capital Management Inc /adv 3
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 3
Palladiem, Llc 3
Williams & Novak, LLC 3
Schroder Capital Funds (delaware) 3
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 3
Tradewinds Global Investors, LLC 3
Lumbard & Kellner, LLC 3
Westbourne Investment Advisors, Inc. 3
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 3
New England Asset Management Inc 3
Mcglinn Capital Management Inc 3
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 3
Slocum, Gordon & Co LLP 3
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 3
Inverness Investment Group, LLC 3
Etesian Wealth Advisors, Inc. 3
Jnl Series Trust - Jnl/wmc Value Fund (a) 3
Argentarii, LLC 3
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 3
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 3
Tweedy, Browne Co LLC 3
Hibernia Wealth Partners, LLC 3
South Street Advisors LLC 3
Oneamerica Funds Inc 3
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 3
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 3
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 3
Dividend Builder Portfolio 3
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 3
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 3
Goodwin Daniel L 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 3
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 3
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 3
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 3
Pegasus Asset Management, Inc. 3
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 3
Stratton Management Co 3
Prosperity Wealth Management, Inc. 3
Gabelli Multimedia Trust Inc. 3
J. L. Bainbridge & Co., Inc. 3
Keudell/Morrison Wealth Management 3
Blackstone Real Estate Income Master Fund 3
PXLVX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS Fund Class A 3
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y 3
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 3
Kickstand Ventures, Llc. 3
Syntax Research, Inc. 3
Disciplina Capital Management LLC 3
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 3
Lakeshore Financial Planning, Inc. 3
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 3
Td Asset Management Usa Funds Inc. 3
Eaton Vance Floating-rate 2022 Target Term Trust 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 3
Capital Investment Counsel, Inc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class 3
Destra Investment Trust Ii 3
Madison Investment Advisors, LLC 3
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 3
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 3
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 3
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 3
Lsp Investment Advisors, Llc 3
Edgar Lomax Co/va 3
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class 3
GMCDX - GMO TRUST - GMO Emerging Country Debt Fund Class III 3
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 3
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 3
Family Legacy Financial Solutions, LLC 3
Valley Forge Asset Management, Llc 3
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 3
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 3
Putnam Investors Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
Kercheville Advisors, LLC 3
Revisor Wealth Management LLC 3
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 3
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 3
Granite Harbor Advisors, Inc. 3
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
MSTI - Madison ETFs Trust - Madison Short-Term Strategic Income ETF 3
Locust Wood Capital Advisers, Llc 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 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
Timucuan Asset Management Inc/fl 3
Western Asset Global Partners Income Fund Inc. 3
Jana Partners Llc 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
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 3
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 3
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 3
Nuveen High Income 2020 Target Term Fund 3
Gabelli Go Anywhere Trust 3
Allianzgi Convertible & Income 2024 Target Term Fund 3
CVRD - Madison ETFs Trust - Madison Covered Call ETF 3
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 3
North Dallas Bank & Trust Co 3
Nuveen Mortgage Opportunity Term Fund 3
Bell & Brown Wealth Advisors, Llc 3
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 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
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 3
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 3
PIMCO FUNDS - PIMCO U.S. Government and Short-Term Investments Portfolio 3
ACEFX - Unified Series Trust - Absolute Strategies Fund Institutional Shares 3
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 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
Ninety One SA (PTY) Ltd 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 3
Michael S. Ryan, Inc. 3
Fidelity D & D Bancorp Inc 3
Eaton Vance Tax-managed Buy-write Income Fund 3
Steben Alternative Investment Funds 3
HHG & Company, LLC 3
Pelham Global Financials Ltd 3
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 3
Voya Senior Income Fund 3
Gibraltar Capital Management, Inc. 3
First Trust Enhanced Equity Income Fund 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 3
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 3
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 3
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 3
Gabelli Global Utility & Income Trust 3
SA FUNDS INVESTMENT TRUST - SA International Value Fund 3
FSMOX - FIDELITY SALEM STREET TRUST - Fidelity SAI Investment Grade Securitized Fund 3
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 3
Mcmillion Capital Management Inc 3
Hengehold Capital Management Llc 3
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 3
Voya International High Dividend Equity Income Fund 3
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 3
Strategic Global Income Fund Inc 3
Voya Emerging Markets High Dividend Equity Fund 3
Intellus Advisors LLC 3
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 3
Gabelli Healthcare & Wellnessrx Trust 3
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 3
Westhampton Capital, LLC 3
Knott David M Jr 3
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 3
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 3
Portland Investment Counsel Inc. 3
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
Nokota Management, LP 3
Hsbc Portfolios 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 3
United Bank 3
Financial Advisory Corp /ut/ /adv 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 3
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 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
First County Bank /CT/ 3
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 3
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 3
IOO - iSHARES TRUST - iShares Global 100 ETF 3
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. 3
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 3
Signature Securities Group Corporation 3
Bessemer Securities Llc 3
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 3
Raiff Partners Inc 3
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 3
General Atlantic Llc 3
Bravias Capital Group, LLC 3
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 3
GRATRY & Co LLC 3
Columbus Macro, LLC 3
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 3
Benchmark Capital Advisors 3
Fidelity Colchester Street Trust 3
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 3
Strategies Wealth Advisors, LLC 3
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 3
Cardinal Point Capital Management, ULC 3
Folger Hill Asset Management LP 3
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 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
Kennedy Investment Group 3
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 3
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 3
Monterey Private Wealth, Inc. 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 3
TrueMark Investments, LLC 3
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 3
Arlington Financial Advisors, LLC 3
MSF Capital, LLC 3
Colton Groome Financial Advisors, Llc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 3
Strong Tower Advisory Services 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
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
Agran Libbie 3
Baron Financial Group, LLC 3
American Funds Fundamental Investors 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 3
Palestra Capital Management LLC 3
Rockline Wealth Management, LLC 3
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 3
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 3
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 3
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 3
Federated Mdt Large Cap Value Fund 3
Harbor Advisory Corp /ma/ 3
Stonebridge Capital Management Inc 3
Morgan Stanley India Investment Fund, Inc. 3
Trivant Custom Portfolio Group, LLC 3
Asset Allocation & Management Company, LLC 3
TIMOTHY PLAN - Timothy Strategic Variable 3
Ifrah Financial Services, Inc. 3
O'Keefe Stevens Advisory, Inc. 3
Dixon Mitchell Investment Counsel Inc. 3
Lomas Capital Management, LLC 3
Ellsworth Growth & Income Fund Ltd 3
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 3
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 3
Adams Hall Wealth Advisors, LLC 3
National Wealth Management Group, LLC 3
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 3
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 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
Capital Advantage, Inc. 3
Credential Securities Inc. 3
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 3
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 3
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 3
Asset Management Group, Inc. 3
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
MSH Capital Advisors LLC 3
BRCAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Balanced-Risk Commodity Strategy Fund Class A 3
Overland Advisors, LLC 3
Townsend & Associates, Inc 3
One Wealth Management Investment & Advisory Services, LLC 3
Port Capital LLC 3
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 3
Spence Asset Management 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 3
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 3
Imprint Wealth LLC 3
Elkhorn Partners Limited Partnership 3
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 3
Philadelphia Investment Partners New Generation Fund 3
Bloom Tree Partners, Llc 3
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 3
WoodTrust Financial Corp 3
Brown Shipley& Co Ltd 3
Quintet Private Bank (Europe) S.A. 3
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 3
Toews Corp /adv 3
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 3
Leonard Green & Partners, L.P. 3
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 3
Veritas Investment Partners (UK) Ltd. 3
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 3
Blue Pool Management Ltd. 3
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 3
Hourglass Capital, Llc 3
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 3
Vivid Wealth Management, LLC 3
McCarthy Grittinger Financial Group, LLC 3
Bedrijfstakpensioenfonds Voor De Media Pno 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
Financial Partners Group, Inc 3
Eagle Boston Investment Management Inc 3
Sentry Investments Corp. 3
Cm Wealth Advisors Llc 3
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 3
ARS Wealth Advisors Group, LLC 3
Ellington Income Opportunities Fund 3
Orinda Asset Management LLC 3
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 3
Capital Planning Advisors, LLC 3
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 3
HOMPX - Series Portfolios Trust - HW Opportunities MP Fund 3
Haverford Financial Services, Inc. 3
Eldridge Investment Advisors, Inc. 3
Security National Bank 3
Saxony Capital Management, LLC 3
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 3
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 3
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 3
Platte River Capital LLC 3
Harrington Investments, INC 3
Empire Financial Management Company, LLC 3
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 3
Luxor Capital Group, LP 3
Cahaba Wealth Management, Inc. 3
KFA Private Wealth Group, LLC 3
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 3
VMCVX - VALIC Co II - Mid Cap Value Fund 3
Pacific Alternative Asset Management Company, Llc 3
STXK - EA Series Trust - Strive Small-Cap ETF 3
Trinity Financial Advisors LLC 3
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 3
Lakeshore Capital Group, Inc. 3
JUCY - ETF Series Solutions - Aptus Enhanced Yield ETF 3
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF 3
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 3
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 3
Oak Grove Capital LLC 3
Champlain Investment Partners, LLC 3
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
QRMIX - AQR Funds - AQR Risk Parity II MV Fund Class I 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 3
Alpine Group Usvi, Llc 3
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 3
Carillon Tower Advisers, Inc. 3
Guinness Atkinson Asset Management Inc 3
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 3
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 3
USGAX - MORGAN STANLEY US GOVERNMENT SECURITIES TRUST - Morgan Stanley US Government Securities Trust A 3
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 3
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 3
RPTC Inc. 3
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 3
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 3
Diversified Investment Strategies, LLC 3
Global Strategic Investment Solutions, LLC 3
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 3
Delta Lloyd Asset Management N.v. 3
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 3
Twin Lakes Capital Management, LLC 3
MFA Wealth Services 3
Sage Capital Advisors,llc 3
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 3
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 3
AJOVista, LLC 3
Acuity Investment Management Inc 3
Power Wealth Management Llc 3
Yong Rong (HK) Asset Management Ltd 3
Montgomery Street Income Securities, Inc 3
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 3
Cantor Fitzgerald Investment Adviser L.p. 3
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 3
ARS Wealth Advisors, LLC 3
Werba Rubin Papier Wealth Management 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 3
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 3
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 3
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A 3
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 3
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 3
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 3
Santa Monica Partners Lp 3
Charles Schwab Investment Advisory, Inc. 3
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 3
Liberty Street Advisors, Inc. 3
Barlow Wealth Partners, Inc. 3
Fielder Capital Group LLC 3
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 3
Rand Wealth, Llc 3
Noked Capital LTD 3
Breed's Hill Capital LLC 3
Peak Financial Advisors Llc 3
Sarasin & Partners LLP 3
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 3
German American Bancorp, Inc. 3
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 3
Barings Funds Trust - Barings Diversified Income Fund Class A Shares 3
Laird Norton Trust Company, Llc 3
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF 3
Arbor Investment Advisors, LLC 3
Oppenheimer Dividend Opportunity Fund 3
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 3
First Interstate Bancsystem Inc 3
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 3
Transamerica Income Shares, Inc. 3
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 3
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 3
Promus Capital, LLC 3
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 3
MRGR - PROSHARES TRUST - ProShares Merger ETF 3
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 3
Old Port Advisors 3
Rebalance, Llc 3
Corbenic Partners LLC 3
Rpo Llc 3
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 3
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 3
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF 3
Sterling Capital Variable Insurance Funds 3
Cypress Asset Management Inc/tx 3
TSA Wealth Managment LLC 3
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 3
Matthew Goff Investment Advisor, LLC 3
Winthrop Capital Management, LLC 3
BayBridge Capital Group, LLC 3
Zhang Financial LLC 3
Paragon Associates & Paragon Associates Ii Joint Venture 3
PenderFund Capital Management Ltd. 3
Northstar Wealth Partners LLC 3
BOSS - Global X Funds - Global X Founder-Run Companies ETF 3
United Capital Management of KS, Inc. 3
Family Legacy, Inc. 3
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 3
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 3
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) 3
Signature Financial Management, Inc. 3
Estate Counselors, LLC 3
Morangie Management LLC 3
JGP Global Gestao de Recursos Ltda. 3
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 3
PhiloSmith Capital Corp 3
Graphene Investments SAS 3
Maj Invest Holding A/S 3
Portolan Capital Management, LLC 3
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 3
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 3
ETBOX - E Trade Trust - E*TRADE No Fee U.S. Bond Index Fund 3
Oppenheimer Discovery Mid Cap Growth Fund 3
John Hancock Financial Opportunities Fund 3
Talbot Financial, LLC 3
Next Century Growth Investors Llc 3
Silverlake Wealth Management Llc 3
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 3
Fairpointe Capital LLC 3
MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. 3
Bristlecone Advisors, LLC 3
Lincoln Capital Corp 3
Asset Advisors Investment Management, LLC 3
Wimmer Associates 1, Llc 3
Sterling Investment Management, Inc. 3
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 3
Per Stirling Capital Management, LLC. 3
Trilogy Global Advisors Lp 3
Steward Partners Investment Solutions, Llc 3
Freedom Wealth Alliance, Llc 3
Ashford Capital Management Inc 3
Columbia Etf Trust 3
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 3
American Fidelity Dual Strategy Fund Inc 3
Live Your Vision, LLC 3
Lineweaver Wealth Advisors, LLC 3
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A 3
KM Capital Management Ltd. 3
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 3
West Tower Group, LLC 3
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 3
TCF National Bank 3
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 3
PENN SERIES FUNDS INC - Smid Cap Growth Fund 3
DAINX - Dunham Funds - Dunham International Stock Fund Class A 3
Left Brain Wealth Management, LLC 3
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 3
HGI Capital Management, LLC 3
Chickasaw Capital Management Llc 3
Auto-Owners Insurance Co 3
Morgan Dempsey Capital Management Llc 3
Oak Hill Wealth Advisors, Llc 3
Cynosure Advisors, Llc 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
PENN SERIES FUNDS INC - Large Cap Value Fund 3
Egerton Capital (UK) LLP 3
Ccg Wealth Management, Llc 3
Maia Wealth LLC 3
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 3
Herring Creek Capital Management, LLC 3
Board of Trustees of The Leland Stanford Junior University 3
FOMO - Collaborative Investment Series Trust - FOMO ETF 3
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 3
PHH Investments, Ltd. 3
BluePointe Capital Management, LLC 3
GSB Wealth Management, LLC 3
BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF 3
Winton Series Trust 3
Genesis Private Wealth, Llc 3
Calvert Impact Fund Inc 3
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 3
American Capital Management Inc 3
RDA Financial Network 3
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class 3
Aviso Wealth Management 3
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 3
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 3
Enterprise Bank & Trust Co 3
Main Management LLC 3
EnRich Financial Partners LLC 3
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 3
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 3
1858 Wealth Management, Llc 3
Hardman Johnston Global Advisors LLC 3
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 3
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 3
Lantz Financial LLC 3
Flow State Investments, L.P. 3
Cowen Prime Services LLC 3
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 3
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 3
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 3
Sls Management Llc 3
SCSSX - STERLING CAPITAL FUNDS - Sterling Capital Securitized Opportunities Fund A Class 3
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 3
Hutchens Investment Management Inc 3
Mitchell Mcleod Pugh & Williams Inc 3
Tranquilli Financial Advisor LLC 3
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 3
Grant Private Wealth Management Inc 3
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 3
Brighthouse Funds Trust II - MFS Value Portfolio Class A 3
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 3
Arista Wealth Management, LLC 3
Clifford Group, LLC 3
Eisler Capital (US) LLC 3
FLDKX - FIRST INVESTORS INCOME FUNDS - First Investors Limited Duration Bond Fund Class A 3
LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares 3
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 3
MML SERIES INVESTMENT FUND - MML Global Fund Class I 3
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 3
M.e. Allison & Co., Inc. 3
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 3
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 3
Touchstone Investment Trust 3
TB Alternative Assets Ltd. 3
Argonautica Private Wealth Management, Inc 3
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 3
RIA Advisory Group LLC 3
Mosley Wealth Management 3
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 3
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 3
Cognios Capital, LLC 3
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 3
Canyon Capital Advisors Llc 3
Davis Selected Advisers 3
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 3
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 3
Howland Capital Management Llc 3
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 3
Aragon Global Management, LP 3
Collective Family Office Llc 3
Riverview Capital Advisers, LLC 3
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 3
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 3
Plimoth Trust Co Llc 3
Copia Wealth Management 3
Stableford Capital Ii Llc 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
Blackrock Enhanced Government Fund, Inc. 3
Lummis Asset Management, LP 3
Ellsworth Advisors, LLC 3
Davidson & Garrard Inc 3
Vantage Financial Partners Ltd., Inc. 3
Securian Funds Trust - SFT T. Rowe Price Value Fund 3
Bulltick Wealth Management, LLC 3
Palo Alto Wealth Advisors, Llc 3
Asset Advisors Corp 3
SigFig Wealth Management, LLC 3
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 3
Urban Financial Advisory Corp 3
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 3
Kuhn & Co Investment Counsel 3
KKM Financial LLC 3
Unisphere Establishment 3
Prospect Financial Services LLC 3
Kaizen Financial Strategies 3
Manning & Napier Group, LLC 3
Advent International Corp/ma 3
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 3
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 3
Private Wealth Advisors, LLC 3
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 3
Evelyn Partners Investment Management (Europe) Ltd 3
Ullmann Financial Group, Inc. 3
Teachers Insurance & Annuity Association Of America 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
Factorial Partners, Llc 3
Schooner Investment Group, LLC. 3
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 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
Trinity Legacy Partners, LLC 3
Bristol Advisors, LLC 3
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 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
QTPI - Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF 3
Fs Multi-alternative Income Fund 3
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 3
RAMIX - Advisor Managed Portfolios - Ramirez Core Bond Fund Institutional Class 3
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 3
Empire Life Investments Inc. 3
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 3
Itau USA Asset Management Inc. 3
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 3
PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I 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
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 3
Jessup Wealth Management, Inc 3
Seed Wealth Management, Inc. 3
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 3
True Vision MN LLC 3
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 3
WEDRX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Debt Fund Class R6 3
Hartree Partners, LP 3
CXI Advisors 3
Oppenheimer Discovery Fund 3
Sonic Fund II, L.P. 3
Ables, Iannone, Moore & Associates, Inc. 3
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 3
NODE - VanEck Funds - Onchain Economy ETF 3
Blackrock Enhanced Global Dividend Trust 3
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 3
Unique Wealth, Llc 3
Huber Capital Management LLC 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 3
Afam Capital, Inc. 3
AA Financial Advisors, LLC 3
Edmond de Rothschild (Europe) 3
Pembroke Management, LTD 3
Pine Harbor Wealth Management, LLC 3
Sassicaia Capital Advisers Llc 3
AFS Financial Group, LLC 3
Schear Investment Advisers, LLC 3
Riverbend Wealth Management, LLC 3
Pcg Asset Management, Llc 3
Lokken Investment Group LLC 3
Lee Capital Management LP 3
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 3
Bornite Capital Management LP 3
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 3
TCUGX - TRUST FOR CREDIT UNIONS - Enhanced Income Intermediate Duration Credit Portfolio - Investor Shares 3
Carmignac Gestion 3
Swiss Helvetia Fund, Inc. 3
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 3
Plan Investment Fund Inc 3
Family Asset Management, LLC 3
Brown Financial Advisors 3
Retirement Financial Solutions, Llc 3
Context Capital Funds 3
Eton Park Capital Management, L.P. 3
Strategic Planning Group, Llc 3
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 3
Birchbrook, Inc. 3
Violich Capital Management, Inc. 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
Border to Coast Pensions Partnership Ltd 3
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 3
Short Duration High Income Portfolio - Short Duration High Income Portfolio 3
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 3
Creekside Partners 3
Fishman Jay A Ltd/mi 3
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 3
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 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
Spectrum Financial Alliance Ltd LLC 3
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF 3
FONPX - Tributary Funds, Inc. - Tributary Nebraska Tax-Free Fund Institutional Plus Class 3
Highfields Capital Management Lp 3
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 3
Wealth Advisory Solutions, LLC 3
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 3
Cadence Bank Na 3
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 3
QVT Financial LP 3
Red Cedar Capital, LLC 3
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 3
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 3
Fulcrum Equity Management 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
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 3
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 3
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 3
Fortress Wealth Group, LLC 3
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 3
KARB - ETF Series Solutions - Carbon Strategy ETF 3
WIREX - PFS FUNDS - Wireless Fund 3
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 3
First Fiduciary Investment Counsel, Inc. 3
Sigma Investment Counselors Inc 3
Cvi Holdings, Llc 3
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 3
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 3
Madison Covered Call & Equity Strategy Fund 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
Haven Private, LLC 3
Holos Integrated Wealth LLC 3
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 3
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 3
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 3
Grisanti Capital Management LLC 3
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 3
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 3
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF 3
Foxby Corp. 3
Dividend & Income Fund 3
Johnson & White Wealth Management, LLC 3
Gratus Wealth Advisors, LLC 3
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 3
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 3
M&G Plc 3
Wealth Group, Ltd. 3
Coordinated Financial Services, Inc./CO 3