State Commercial Banks - 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
UBS Group AG 615
Morgan Stanley 581
Bank Of America Corp /de/ 569
Royal Bank Of Canada 567
Proequities, Inc. 567
Susquehanna International Group, Llp 543
Wells Fargo & Company/mn 532
Citadel Advisors Llc 531
Jane Street Group, Llc 524
Advisor Group Holdings, Inc. 489
Jpmorgan Chase & Co 472
Tower Research Capital LLC (TRC) 470
Goldman Sachs Group Inc 459
Fmr Llc 459
Citigroup Inc 440
Pnc Financial Services Group, Inc. 436
Bank Of Montreal /can/ 414
LPL Financial LLC 413
IFP Advisors, Inc 413
Deutsche Bank Ag\ 401
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 383
BlackRock, Inc. 382
Ameriprise Financial Inc 365
Stifel Financial Corp 363
Cwm, Llc 361
Ladenburg Thalmann Financial Services Inc 358
Envestnet Asset Management Inc 354
Bank of New York Mellon Corp 349
Barclays Plc 349
Northwestern Mutual Wealth Management Co 346
Creative Planning 344
Advisor Group, Inc. 343
Us Bancorp \de\ 342
American International Group, Inc. 341
Raymond James Financial Inc 339
Raymond James Financial Services Advisors, Inc. 337
Commonwealth Equity Services, Llc 336
Manufacturers Life Insurance Company, The 333
Renaissance Technologies Llc 330
Captrust Financial Advisors 327
Raymond James & Associates 316
Vanguard Group Inc 315
Northern Trust Corp 310
Ubs Ag 308
Cambridge Investment Research Advisors, Inc. 305
Invesco Ltd. 304
Millennium Management Llc 304
Bnp Paribas Arbitrage, Sa 303
Advisory Services Network, LLC 302
Allworth Financial LP 299
SG Americas Securities, LLC 287
Parallax Volatility Advisers, L.P. 283
Alliancebernstein L.p. 281
Ameritas Investment Partners, Inc. 280
State Street Corp 280
Geode Capital Management, Llc 280
Comerica Bank 278
Steward Partners Investment Advisory, Llc 277
GWM Advisors LLC 276
Qube Research & Technologies Ltd 275
Credit Suisse Ag/ 274
Dimensional Fund Advisors Lp 272
HighTower Advisors, LLC 271
Private Advisor Group, LLC 270
Charles Schwab Investment Management Inc 268
Farther Finance Advisors, LLC 267
O'shaughnessy Asset Management, Llc 266
Hrt Financial Lp 265
Two Sigma Investments, Lp 262
Russell Investments Group, Ltd. 260
Sei Investments Co 258
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 258
Global Retirement Partners, LLC 255
Wellington Management Group Llp 254
California State Teachers Retirement System 253
Parallel Advisors, LLC 252
Geneos Wealth Management Inc. 251
New York State Common Retirement Fund 251
Bessemer Group Inc 250
Harbour Investments, Inc. 249
Janney Montgomery Scott LLC 248
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 245
First Trust Advisors Lp 244
Rhumbline Advisers 243
Truist Financial Corp 242
Huntington National Bank 242
Acadian Asset Management Llc 241
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 240
California Public Employees Retirement System 239
Legal & General Group Plc 239
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 236
Bridgeway Capital Management Inc 236
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 235
Virtu Financial LLC 234
Mariner, LLC 234
BlackRock Investment Management, LLC 234
Rockefeller Capital Management L.P. 234
Cetera Advisor Networks LLC 234
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 234
Nuveen Asset Management, LLC 233
Meeder Asset Management Inc 233
Simplex Trading, Llc 233
Panagora Asset Management Inc 232
Fifth Third Bancorp 230
Prelude Capital Management, Llc 230
BlackRock Fund Advisors 229
Cetera Investment Advisers 229
Banc Funds Co Llc 229
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 228
Kcg Holdings, Inc. 228
Thrivent Financial For Lutherans 226
EverSource Wealth Advisors, LLC 226
Old Mission Capital Llc 224
Flow Traders U.s. Llc 223
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 223
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 222
Assetmark, Inc 222
Mml Investors Services, Llc 222
American Century Companies Inc 222
Signaturefd, Llc 221
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 220
Marshall Wace, Llp 220
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 219
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 219
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 218
Jones Financial Companies Lllp 218
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 218
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 217
Strs Ohio 217
Federated Hermes, Inc. 216
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 216
Teachers Advisors, Llc 216
Two Sigma Advisers, Lp 215
Aqr Capital Management Llc 214
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 214
Stratos Wealth Partners, LTD. 214
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 212
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 212
Metropolitan Life Insurance Co/ny 212
BlackRock Institutional Trust Company, N.A. 211
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 211
Maltese Capital Management Llc 211
Great West Life Assurance Co /can/ 210
Prudential Financial Inc 209
Tiaa Cref Investment Management Llc 209
Vanguard Index Funds 208
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 207
MetLife Securities, Inc 207
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 207
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 207
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 206
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 206
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 206
Kennedy Capital Management, Inc. 205
AE Wealth Management LLC 205
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 205
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 205
Victory Capital Management Inc 204
MetLife Investment Management, LLC 204
American Portfolios Advisors 203
MAI Capital Management 203
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 202
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 202
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 202
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 201
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 200
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 200
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 200
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 200
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 200
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 200
Squarepoint Ops LLC 199
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 199
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 199
Parametric Portfolio Associates Llc 198
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 198
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 198
D. E. Shaw & Co., Inc. 198
Principal Securities, Inc. 197
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 197
NOSGX - Northern Funds - Northern Small Cap Value Fund 196
Kestra Advisory Services, LLC 196
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 196
Hsbc Holdings Plc 196
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 195
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 195
Nationwide Fund Advisors 195
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 195
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 194
NEXT Financial Group, Inc 194
NSIDX - Northern Funds - Northern Small Cap Index Fund 194
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 192
Trexquant Investment LP 192
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 192
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 192
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 192
Sterling Capital Management LLC 192
IWM - iSHARES TRUST - iShares Russell 2000 ETF 192
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 192
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 192
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 192
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 192
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 192
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 191
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 191
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 191
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 191
Amalgamated Bank 190
PENN SERIES FUNDS INC - Small Cap Index Fund 190
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 190
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 190
Covestor Ltd 190
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 190
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 189
Profunds - Profund Vp Ultrasmall-cap 189
Profunds - Profund Vp Small-cap 189
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 189
BlackRock Advisors LLC 189
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 188
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 188
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 188
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 188
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 188
IWV - iSHARES TRUST - iShares Russell 3000 ETF 188
Gsa Capital Partners Llp 188
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 188
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 188
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 188
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 188
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 188
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 187
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 187
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 187
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 187
VCSLX - VALIC Co I - Small Cap Index Fund 187
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 187
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 187
First Horizon Advisors, Inc. 187
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 187
Private Trust Co Na 186
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 186
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 186
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 186
SRS Capital Advisors, Inc. 186
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 186
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 186
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 185
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 185
Principal Funds Inc 185
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 185
Belpointe Asset Management LLC 184
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 184
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 184
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 183
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 183
GAMMA Investing LLC 183
Wolverine Trading, Llc 183
Bhz Capital Management, Lp 183
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 183
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 183
SLPIX - Profunds - Small-cap Profund Investor Class 183
Arrowstreet Capital, Limited Partnership 182
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 182
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 181
Wealth Enhancement Advisory Services, Llc 181
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 181
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 181
Franklin Resources Inc 180
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 180
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 180
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 180
Glenmede Trust Co Na 180
Nisa Investment Advisors, Llc 180
Sowell Financial Services LLC 180
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 179
Piedmont Investment Advisors Llc 179
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 179
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 179
AdvisorNet Financial, Inc 179
Tudor Investment Corp Et Al 178
Price T Rowe Associates Inc /md/ 178
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 178
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 178
Larson Financial Group LLC 177
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 177
CoreCap Advisors, LLC 176
Massmutual Trust Co Fsb/adv 176
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 176
Quadrant Capital Group Llc 176
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 176
Lazard Asset Management Llc 175
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 175
Public Employees Retirement System Of Ohio 175
VDAFX - VALIC Co I - Dynamic Allocation Fund 175
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 175
Orion Portfolio Solutions, LLC 174
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 174
Voya Investment Management Llc 174
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 174
Parkside Financial Bank & Trust 173
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 173
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 173
Cubist Systematic Strategies, LLC 173
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 173
Martingale Asset Management L P 173
Benjamin F. Edwards & Company, Inc. 173
Two Sigma Securities, Llc 172
Macquarie Group Ltd 172
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 172
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 172
TCI Wealth Advisors, Inc. 172
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 172
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 171
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 171
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 171
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 171
Ubs Asset Management Americas Inc 171
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 170
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 170
Cetera Advisors LLC 170
Money Concepts Capital Corp 169
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 169
CIBC Private Wealth Group, LLC 169
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 169
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 168
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 168
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 168
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 168
Ground Swell Capital, LLC 168
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 168
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 168
Coldstream Capital Management Inc 167
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 167
Lsv Asset Management 167
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 167
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 167
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 167
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 167
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 167
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 167
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 167
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 166
EJF Capital LLC 166
Connor, Clark & Lunn Investment Management Ltd. 166
Atria Investments Llc 166
State Farm Variable Product Trust 165
State Farm Mutual Fund Trust 165
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 165
Basswood Capital Management, L.l.c. 165
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 165
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 165
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 165
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 165
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 164
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 164
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 164
College Retirement Equities Fund 164
Emerald Mutual Fund Advisers Trust 164
Gradient Investments LLC 163
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 163
Allspring Global Investments Holdings, LLC 163
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 163
Tiaa-cref Funds 163
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 163
Smartleaf Asset Management LLC 163
Los Angeles Capital Management Llc 163
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 163
Proficio Capital Partners LLC 162
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 162
Spire Wealth Management 162
Commonwealth Equity Services, Inc 162
Quadrature Capital Ltd 162
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 161
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 160
FJ Capital Management LLC 160
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 160
Ameritas Advisory Services, LLC 160
Ronald Blue Trust, Inc. 159
Brandywine Global Investment Management, LLC 159
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 159
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 159
Empowered Funds, LLC 159
Police & Firemen's Retirement System of New Jersey 159
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 158
Versant Capital Management, Inc 158
IWC - iSHARES TRUST - iShares Micro-Cap ETF 158
Jacobs Levy Equity Management, Inc 158
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 158
Baird Financial Group, Inc. 158
Capital Performance Advisors Llp 157
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 157
PENN SERIES FUNDS INC - International Equity Fund 157
Nuveen, LLC 157
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 157
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 157
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 157
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 156
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 156
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 156
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 156
ExodusPoint Capital Management, LP 156
D.a. Davidson & Co. 156
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 156
Hartland & Co., LLC 155
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 155
MUFG Americas Holdings Corp 155
Wealthcare Advisory Partners LLC 155
Avantax Advisory Services, Inc. 154
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 154
Blair William & Co/il 154
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 154
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 154
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 154
RMB Capital Management, LLC 154
Principal Financial Group Inc 154
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 153
Lindbrook Capital, Llc 153
Man Group plc 153
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 153
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 152
Boothbay Fund Management, Llc 152
Oxford Asset Management Llp 152
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 152
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 151
Balyasny Asset Management Llc 151
Russell Frank Co/ 150
Prospera Financial Services Inc 150
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 150
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 150
First Manhattan Co 150
Cornerstone Capital Management Holdings Llc. 150
Creative Financial Designs Inc /adv 150
Acrospire Investment Management LLC 150
Engineers Gate Manager LP 149
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 149
Brinker Capital Investments, LLC 149
Zurcher Kantonalbank (Zurich Cantonalbank) 149
Mercer Global Advisors Inc /adv 148
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 148
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 148
QABA - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ ABA Community Bank Index Fund 148
Swiss National Bank 147
Eaton Vance Management 147
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 147
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 147
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 147
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 147
Corebridge Financial, Inc. 147
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 147
United Capital Financial Advisers, Llc 146
Glassman Wealth Services 146
Ergoteles LLC 146
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 146
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 146
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 145
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 145
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 145
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 145
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 145
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 144
Verition Fund Management LLC 144
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 144
Aptus Capital Advisors, LLC 144
Stephens Inc /ar/ 143
Advanced Series Trust - Ast Small-cap Growth Portfolio 143
Rothschild Investment Llc 143
Toronto Dominion Bank 142
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 142
Cutler Group LP 142
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 142
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 142
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 141
Hillsdale Investment Management Inc. 141
ProShare Advisors LLC 141
Jefferies Group LLC 141
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 141
Guggenheim Capital Llc 141
Teacher Retirement System Of Texas 141
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 141
John Hancock Financial Opportunities Fund 141
Ameritas Investment Corp 140
Brown Advisory Inc 140
True Wealth Design, LLC 140
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 140
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 140
Ancora Advisors, LLC 140
Cerity Partners LLC 139
ClariVest Asset Management LLC 139
National Asset Management, Inc. 139
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 139
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 139
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 139
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 136
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 136
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 136
Synovus Financial Corp 136
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 136
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 136
Paloma Partners Management Co 135
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 135
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 135
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 135
State Of Wisconsin Investment Board 135
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 135
Aperio Group, LLC 135
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 135
First Allied Advisory Services, Inc. 134
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 134
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 134
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 134
Mendon Capital Advisors Corp 134
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 133
State Board Of Administration Of Florida Retirement System 133
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 133
Royce & Associates Lp 133
Allianz Asset Management GmbH 133
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 133
Aquatic Capital Management LLC 132
Atria Wealth Solutions, Inc. 132
Ellevest, Inc. 132
Dynamic Technology Lab Private Ltd 132
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 132
Sofos Investments, Inc. 132
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 132
Cornercap Investment Counsel Inc 131
Patriot Financial Group Insurance Agency, LLC 131
International Assets Investment Management, Llc 131
Tfs Capital Investment Trust 131
Winton Capital Group Ltd 131
Emerald Acquisition Ltd. 131
Advanced Series Trust - Ast Small-cap Value Portfolio 131
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 130
Zacks Investment Management 130
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 130
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 130
Marshall Wace North America L.P. 130
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 130
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 130
RSSL - Global X Funds - Global X Russell 2000 ETF 130
New York State Teachers Retirement System 129
PDT Partners, LLC 129
Vantagepoint Funds 129
Susquehanna Fundamental Investments, Llc 129
Amalgamated Financial Corp. 129
Managed Account Advisors Llc 129
Group One Trading, L.p. 129
Oppenheimer Etf Trust 129
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 129
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 128
Janus Henderson Group Plc 128
Guggenheim Active Allocation Fund 128
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 128
Equitable Holdings, Inc. 128
Schonfeld Strategic Advisors LLC 127
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 127
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 127
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 127
Capital Analysts, Inc. 127
Hotchkis & Wiley Capital Management Llc 127
Fourthstone LLC 127
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 127
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 127
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 126
Snowden Capital Advisors LLC 126
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 126
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 126
Flagship Harbor Advisors, Llc 126
Sigma Planning Corp 125
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 124
Jump Financial, LLC 124
Cresset Asset Management, LLC 124
Denali Advisors Llc 124
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 124
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 124
SBI Securities Co., Ltd. 123
Brown Brothers Harriman & Co 123
Tfs Capital Llc 123
Resources Investment Advisors, LLC. 123
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 123
Quantbot Technologies LP 123
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 122
Valeo Financial Advisors, LLC 122
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 122
IHT Wealth Management, LLC 121
Integrated Wealth Concepts LLC 121
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 121
Oppenheimer Global Multi Strategies Fund 121
Elizabeth Park Capital Advisors, Ltd. 121
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 120
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 120
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 120
Financial Advocates Investment Management 120
Intech Investment Management Llc 120
VVSCX - VALIC Co I - Small Cap Value Fund 120
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 120
Mirae Asset Global Investments Co., Ltd. 120
BlackRock Group LTD 120
Carroll Financial Associates, Inc. 120
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 120
Stieven Capital Advisors, L.P. 119
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 119
Picton Mahoney Asset Management 119
J.w. Cole Advisors, Inc. 119
Alps Advisors Inc 119
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 119
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 119
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 119
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 119
CI Private Wealth, LLC 119
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 118
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 118
Golden State Wealth Management, LLC 118
Quantinno Capital Management LP 118
Oppenheimer & Co Inc 118
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 118
Seacrest Wealth Management, Llc 118
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 118
Federation des caisses Desjardins du Quebec 118
Sunbelt Securities, Inc. 118
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 117
Asset Dedication, LLC 117
Wealthspire Advisors, L.P. 117
We Are One Seven, LLC 117
Globeflex Capital L P 117
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 117
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 117
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 116
A.R.T. Advisors, LLC 116
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 116
Umb Bank N A/mo 116
Howe & Rusling Inc 116
Independent Advisor Alliance 116
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 116
Sawtooth Solutions, LLC 115
Point72 Hong Kong Ltd 115
NSGRX - Northern Funds - Northern Small Cap Core Fund 115
Healthcare Of Ontario Pension Plan Trust Fund 115
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 115
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 115
Rehmann Capital Advisory Group 115
Assenagon Asset Management S.A. 114
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 114
State of Tennessee, Treasury Department 114
Axa S.a. 114
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 114
First Republic Investment Management, Inc. 114
RidgeWorth Capital Management LLC 114
EP Wealth Advisors, Inc. 113
Putnam Investments Llc 113
Campbell & CO Investment Adviser LLC 113
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 113
Claymore Exchange-traded Fund Trust 112
Vanguard World Fund 112
Plante Moran Financial Advisors, LLC 112
Centaurus Financial, Inc. 112
Eqis Capital Management, Inc. 112
IndexIQ Advisors LLC 111
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 111
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 111
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 111
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 111
Capital Advisors, Ltd. LLC 111
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 110
CENTRAL TRUST Co 110
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 110
Walleye Capital LLC 110
Capital Investment Advisory Services, LLC 110
Arizona State Retirement System 109
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 109
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 109
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 109
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 109
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 108
Walleye Trading LLC 108
Fisher Asset Management, LLC 108
Quantamental Technologies LLC 108
M&t Bank Corp 108
Occudo Quantitative Strategies Lp 108
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 108
Innealta Capital, Llc 108
Chicago Equity Partners Llc 108
Sanctuary Advisors, LLC 108
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 107
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 107
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 107
Rydex Etf Trust 107
BlueCrest Capital Management Ltd 107
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 107
Schroder Investment Management Group 107
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 106
Wedge Capital Management L L P/nc 106
New York Life Investment Management Llc 106
Menta Capital Llc 106
Berman Capital Advisors, LLC 106
Rafferty Asset Management, LLC 106
Y-Intercept (Hong Kong) Ltd 106
Jacobs Asset Management, Llc 106
Regions Financial Corp 106
Municipal Employees' Retirement System of Michigan 106
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 105
Brookstone Capital Management 105
Savant Capital, LLC 105
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 104
Whittier Trust Co 104
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 104
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 104
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 104
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 104
XTX Topco Ltd 104
Wbi Investments, Inc. 103
Mackay Shields Llc 103
Advisors Preferred, LLC 103
Point72 Asset Management, L.P. 103
Lido Advisors, LLC 103
Point72 (DIFC) Ltd 103
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 103
QS Investors, LLC 103
Delpha Capital Management, Llc 103
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 103
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares 102
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 102
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF 102
Nomura Holdings Inc 102
State of New Jersey Common Pension Fund D 102
Pinnacle Wealth Planning Services, Inc. 102
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 102
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 102
Suntrust Banks Inc 102
Bokf, Na 102
Wipfli Financial Advisors Llc, 101
Stephens Consulting, LLC 101
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 101
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 101
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 101
Virginia Retirement Systems Et Al 101
Arkadios Wealth Advisors 101
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 101
Newbridge Financial Services Group, Inc. 101
Financial Architects, Inc 100
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 100
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 100
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 100
Numeric Investors Llc 100
Bailard, Inc. 100
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 100
Colony Group, LLC 99
CIBC World Markets Inc. 99
Pathstone Family Office, Llc 99
Klp Kapitalforvaltning As 99
Credit Agricole S A 98
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 98
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 98
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 98
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 98
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 98
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 98
Neuberger Berman Group LLC 98
Cary Street Partner Investment Advisory Llc 98
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 98
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 98
Mutual Of America Capital Management Llc 97
Endeavour Capital Advisors Inc 97
EntryPoint Capital, LLC 97
Point72 Asia (Singapore) Pte. Ltd. 97
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 97
Quest Partners LLC 97
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 97
Hantz Financial Services, Inc. 97
Systematic Financial Management Lp 96
Magnetar Financial LLC 96
Algert Global Llc 96
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 96
Cornerstone Wealth Management, LLC 96
Skopos Labs, Inc. 96
PEAK6 Investments LLC 96
Jfs Wealth Advisors, Llc 96
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 96
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 95
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 95
Sound Income Strategies, LLC 95
EBI - RBB Fund Trust - Longview Advantage ETF 95
Spark Investment Management LLC 95
FinTrust Capital Advisors, LLC 95
Pnc Funds 95
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 95
WFG Advisors, LP 95
GeoWealth Management, LLC 95
Winslow, Evans & Crocker, Inc. 94
FNY Investment Advisers, LLC 94
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 94
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 94
BFOR - ALPS ETF Trust - Barron's 400 ETF 94
Key FInancial Inc 94
Grantham, Mayo, Van Otterloo & Co. LLC 93
QCVAX - Clearwater Investment Trust - Clearwater International Fund 93
Dupont Capital Management Corp 93
Public Employees Retirement Association Of Colorado 93
Clear Street Markets Llc 93
VCSVX - VALIC Co II - Small Cap Value Fund 93
Csenge Advisory Group 93
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 92
EA Series Trust 92
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 92
Nbc Securities, Inc. 92
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 92
First Quadrant L P/ca 92
Norges Bank 92
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 92
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 92
Exchange Traded Concepts, Llc 92
Centiva Capital, LP 91
Harbor Capital Advisors, Inc. 91
Calton & Associates, Inc. 91
Advisor Resource Council 91
Johnson Financial Group, Inc. 91
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 91
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 91
EAM Investors, LLC 91
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 91
Bb&t Securities, Llc 91
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 90
Western Wealth Management, LLC 90
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 90
Ieq Capital, Llc 90
Cullen/frost Bankers, Inc. 90
Farmers & Merchants Investments Inc 90
KBC Group NV 90
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 90
BRYN MAWR TRUST Co 90
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 90
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 90
Quarry LP 90
Janney Capital Management LLC 90
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 90
Versor Investments LP 90
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 90
Css Llc/il 89
John W. Rosenthal Capital Management, Inc. 89
Highbridge Capital Management Llc 89
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 89
Lincoln National Corp 89
BNP Paribas Asset Management Holding S.A. 89
Pathstone Holdings, LLC 89
Merit Financial Group, LLC 89
Summit Trail Advisors, Llc 89
Private Capital Group, LLC 89
Gts Securities Llc 89
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 89
Cornerstone Advisors, Inc. 89
National Bank Of Canada /fi/ 88
Warren Averett Asset Management, LLC 88
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 88
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 88
Hennion & Walsh Asset Management, Inc. 88
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 88
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 88
SJS Investment Consulting Inc. 88
FLDFX - Meeder Funds - BALANCED FUND Retail Class 88
NewSquare Capital LLC 87
Beacon Pointe Advisors, LLC 87
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 87
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 87
CX Institutional 87
Baker Avenue Asset Management, LP 87
Signet Financial Management, Llc 87
Graham Capital Management, L.P. 87
Householder Group Estate & Retirement Specialist, LLC 87
PEAK6 Investments, L.P. 87
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 87
Avantax Planning Partners, Inc. 87
Alberta Investment Management Corp 87
Boston Partners 87
Natixis Advisors, L.p. 87
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 86
Castine Capital Management, Llc 86
Fortitude Family Office, LLC 86
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 86
Zebra Capital Management LLC 86
Keybank National Association/oh 86
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 86
Axxcess Wealth Management, Llc 86
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 86
Salzhauer Michael 86
Alpine Woods Capital Investors, Llc 86
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 85
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 85
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 85
Park Avenue Securities Llc 85
Coppell Advisory Solutions LLC 85
CPSIX - Unified Series Trust - Fci Bond Fund 85
Ramsey Quantitative Systems 85
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 85
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 85
Coastal Investment Advisors, Inc. 85
Continuum Advisory, LLC 85
United Services Automobile Association 85
Bartlett & Co. Wealth Management Llc 84
Chicago Partners Investment Group LLC 84
Canada Pension Plan Investment Board 84
Guardian Wealth Advisors, LLC 84
Kestra Private Wealth Services, Llc 84
Kingsview Wealth Management, LLC 84
Raymond James Trust N.a. 84
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 84
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 84
Great Lakes Advisors, Llc 84
Hutchin Hill Capital, LP 84
Mather Group, Llc. 84
Dark Forest Capital Management Lp 84
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 84
Fieldpoint Private Securities, LLC 83
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 83
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 83
National Planning Corp 83
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 83
Migdal Insurance & Financial Holdings Ltd. 83
Aigen Investment Management, Lp 83
New England Securities Corp /MA/ 83
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 83
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 83
Harbor Investment Advisory, Llc 83
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 83
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 83
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 83
Wiley Bros.-aintree Capital, Llc 83
Blackthorn Investment Group Llc 82
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 82
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 82
FDx Advisors, Inc. 82
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 82
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 82
Twin Peaks Wealth Advisors, LLC 82
Ajo, Lp 82
Ashton Thomas Private Wealth, LLC 81
Wedbush Securities Inc 81
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 81
Sutton Wealth Advisors Inc. 81
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 81
Eidelman Virant Capital 81
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 81
Sandy Spring Bank 81
Avion Wealth 81
Colony Group Llc 80
Boston Private Wealth Llc 80
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 80
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 80
Angel Oak Financial Strategies Income Term Trust 80
LMR Partners LLP 79
Regal Investment Advisors LLC 79
Profunds - Profund Vp Oil & Gas 79
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 79
Fsi Group, Llc 79
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 79
Dynamic Advisor Solutions LLC 79
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 79
Financial Management Professionals, Inc. 79
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 79
Employees Retirement System of Texas 79
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 79
Salem Investment Counselors Inc 79
Wolverine Asset Management Llc 79
Bowling Portfolio Management LLC 79
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 79
Oppenheimer Asset Management Inc. 79
Wilbanks Smith & Thomas Asset Management Llc 79
Mutual Advisors, LLC 79
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 79
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 78
RBB FUND, INC. - Adara Smaller Companies Fund 78
Bartlett & Co. LLC 78
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 78
JNBA Financial Advisors 78
Amundi 78
Global Financial Private Client, LLC 78
Enterprise Financial Services Corp 78
Natixis 78
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 78
North Star Investment Management Corp. 78
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 78
Elequin Capital Lp 78
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 78
Jane Street Holding, LLC 78
DAVENPORT & Co LLC 78
R Squared Ltd 77
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 77
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 77
Manchester Capital Management LLC 77
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 77
CWM Advisors, LLC 77
Loomis Sayles & Co L P 77
Anchor Investment Management, LLC 77
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 77
Karp Capital Management Corp 77
Teachers Retirement System Of The State Of Kentucky 77
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 77
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 77
Catalyst Funds Management Pty Ltd 77
Monarch Partners Asset Management LLC 76
Catalyst Capital Advisors LLC 76
BDO Wealth Advisors, LLC 76
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 76
Smithfield Trust Co 76
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 76
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 76
General Motors Investment Management Corp 76
Mackenzie Financial Corp 76
Stevens Capital Management Lp 76
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 76
Perigon Wealth Management, LLC 76
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 76
Envestnet Portfolio Solutions, Inc. 76
Sonora Investment Management, LLC 76
Segall Bryant & Hamill, Llc 76
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 76
Ausdal Financial Partners, Inc. 76
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 76
Ensign Peak Advisors, Inc 76
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 76
Td Asset Management Inc 75
Glen Eagle Advisors, LLC 75
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 75
Advantage Investment Management, Llc 75
Hancock Whitney Corp 75
Nomura Asset Management Co Ltd 75
ORG Partners LLC 75
Koshinski Asset Management, Inc. 75
Alpine Global Management, LLC 75
PineBridge Investments, L.P. 75
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 75
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 75
SOUTH STATE Corp 75
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 75
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 75
Valley National Advisers Inc 75
TD Waterhouse Canada Inc. 75
Prime Capital Investment Advisors, LLC 75
OMERS ADMINISTRATION Corp 75
Voloridge Investment Management, Llc 75
State of Wyoming 75
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 75
Siena Capital Partners GP, LLC 75
Chicago Capital Management, LLC 75
Gemmer Asset Management LLC 74
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 74
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 74
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 74
Capital Asset Advisory Services LLC 74
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 74
Texas Permanent School Fund 74
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 74
Laurion Capital Management LP 74
Venturi Wealth Management, LLC 74
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 73
Gardner Lewis Asset Management L P 73
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 73
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 73
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 73
Apollon Wealth Management, LLC 73
Deere & Co 73
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 73
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 73
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 73
Summit Global Investments 73
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 73
Strategic Blueprint, LLC 73
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 73
Trust Co Of Vermont 73
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 73
Capstone Investment Advisors, Llc 73
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 73
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 73
Sequoia Financial Advisors, LLC 73
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 73
Private Wealth Management Group, LLC 73
Advisors Asset Management, Inc. 72
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 72
C M Bidwell & Associates Ltd 72
GPS Wealth Strategies Group, LLC 72
Bell Investment Advisors, Inc 72
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 72
Aster Capital Management (DIFC) Ltd 72
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 72
GV Financial Advisors 72
Keebeck Alpha, LP 72
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 72
Strategic Wealth Advisors Group, LLC 71
Advisory Alpha, LLC 71
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 71
Handelsbanken Fonder AB 71
Point72 Middle East FZE 71
Universal- Beteiligungs- und Servicegesellschaft mbH 71
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 71
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 71
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 71
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 71
Public Sector Pension Investment Board 71
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 71
Jacobi Capital Management LLC 71
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 70
Concord Wealth Partners 70
AlphaCore Capital LLC 70
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 70
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 70
State of Alaska, Department of Revenue 70
Skandinaviska Enskilda Banken AB (publ) 70
Foundations Investment Advisors, LLC 70
Quantitative Systematic Strategies LLC 70
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 70
IFG Advisory, LLC 70
Highlander Capital Management, LLC 70
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 70
Moors & Cabot, Inc. 70
Oregon Public Employees Retirement Fund 70
M3F, Inc. 70
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 69
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 69
Optiver Holding B.V. 69
Optimum Investment Advisors 69
LS Investment Advisors, LLC 69
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 69
Cibc World Markets Corp 69
Penn Capital Management Co Inc 69
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 69
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 69
Capital Fund Management S.a. 69
Change Path, LLC 69
Townsquare Capital Llc 69
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 69
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 69
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 69
JCSD Capital, LLC 69
Financial Gravity Companies, Inc. 68
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 68
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 68
River Oaks Capital LLC 68
Thompson Siegel & Walmsley Llc 68
Crossmark Global Holdings, Inc. 68
Emerald Advisers, Llc 68
Lord, Abbett & Co. Llc 68
Emerald Investment Partners, Llc 68
HAP Trading, LLC 68
Sargent Bickham Lagudis LLC 68
USA Financial Portformulas Corp 68
Cornerstone Planning Group LLC 68
Weld Capital Management Llc 68
Tcwp Llc 68
Stone Ridge Asset Management LLC 67
FourThought Financial, LLC 67
Yousif Capital Management, Llc 67
Atlantic Union Bankshares Corp 67
Van Eck Associates Corp 67
Rialto Wealth Management, LLC 67
Meridian Wealth Partners, LLC 67
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 67
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 67
Transamerica Financial Advisors, Inc. 67
Disciplined Investments, LLC 67
Louisiana State Employees Retirement System 67
RMBKX - RMB INVESTORS TRUST - RMB Mendon Financial Services Fund Class A 67
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 66
Wealthsource Partners, Llc 66
Brevan Howard Capital Management LP 66
Dorsey Wright & Associates 66
Sheets Smith Wealth Management 66
Commerce Bank 66
Carolinas Wealth Consulting Llc 66
Earnest Partners Llc 66
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 66
Westside Investment Management, Inc. 66
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 66
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 66
Hm Payson & Co 66
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 66
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 66
Gamco Investors, Inc. Et Al 66
Atom Investors LP 66
ELCO Management Co., LLC 66
Clark Capital Management Group, Inc. 66
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 66
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 66
Shell Asset Management Co 66
Gladstone Institutional Advisory LLC 66
Assured Investment Management LLC 66
Tortoise Investment Management, LLC 66
Addison Advisors LLC 66
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 65
Sanctuary Wealth Advisors, LLC 65
Harvest Group Wealth Management, Llc 65
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 65
Richard Bernstein Advisors LLC 65
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 65
Citizens Financial Group Inc/ri 65
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 65
Ellington Management Group Llc 65
Nine Chapters Capital Management LLC 65
Rise Advisors, LLC 65
FineMark National Bank & Trust 65
Profund Advisors Llc 65
RFG Advisory, LLC 64
Hexagon Capital Partners LLC 64
Fuller & Thaler Asset Management, Inc. 64
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 64
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 64
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 64
Stonebridge Capital Advisors LLC 64
MASTER BOND LLC - Master Total Return Portfolio 64
First Command Advisory Services, Inc. 64
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 64
Jefferies Financial Group Inc. 64
Deprince Race & Zollo Inc 64
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 64
nVerses Capital, LLC 64
Macroview Investment Management Llc 64
Pinnacle Holdings, LLC 64
Crewe Advisors LLC 64
San Francisco Sentry Investment Group (ca) 64
Tarbox Family Office, Inc. 64
Bogart Wealth, LLC 64
MCF Advisors LLC 64
Wealthspire Advisors, LLC 64
Reilly Financial Advisors, Llc 64
Great Valley Advisor Group, Inc. 64
Mason Street Advisors, Llc 64
Rsm Us Wealth Management Llc 64
Matarin Capital Management, LLC 64
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 63
Buckingham Strategic Partners 63
Bryn Mawr Capital Management Inc 63
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 63
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 63
Tsfg, Llc 63
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 63
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 63
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 63
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 63
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 63
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 63
Arete Wealth Advisors, LLC 63
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 63
First Hawaiian Bank 63
Toroso Investments, LLC 63
WealthPLAN Partners, LLC 63
Diversified Trust Co 63
First Heartland Consultants, Inc. 62
HHM Wealth Advisors, LLC 62
Xponance, Inc. 62
Moody National Bank Trust Division 62
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 62
Baird Robert W & Co Inc /wi/ 62
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 62
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 62
Penserra Capital Management LLC 62
Airain ltd 62
Baldwin Brothers Inc/ma 62
Baystate Wealth Management LLC 62
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 62
Trustcore Financial Services, Llc 62
ICA Group Wealth Management, LLC 62
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 62
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 62
UMA Financial Services, Inc. 62
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 62
Jaffetilchin Investment Partners, LLC 62
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 62
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 62
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 62
Meridian Wealth Management, LLC 62
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 62
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 61
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 61
StoneX Group Inc. 61
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 61
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 61
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 61
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 61
Private Ocean, LLC 61
AlphaMark Advisors, LLC 61
Six Circles Trust - Six Circles Global Bond Fund 61
Almanack Investment Partners, LLC. 61
Whittier Trust Co Of Nevada Inc 61
Boston Advisors Llc 61
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 61
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 61
Yakira Capital Management, Inc. 61
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 61
Institute for Wealth Management, LLC. 61
Hilltop Holdings Inc. 60
Founders Financial Alliance, LLC 60
Concert Wealth Management Inc. 60
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 60
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 60
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 60
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 60
Hbk Investments L P 60
Level Four Advisory Services, Llc 60
GIMFX - GMO TRUST - GMO Implementation Fund 60
Horizon Investments, LLC 60
Moisand Fitzgerald Tamayo, LLC 60
Societe Generale 60
Prestige Wealth Management Group LLC 60
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 60
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 60
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 60
Jennison Associates Llc 60
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 60
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 60
Hemington Wealth Management 60
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 60
Xact Kapitalforvaltning AB 60
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 60
Oppenheimer Funds Inc 60
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 60
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 59
Steward Financial Group LLC 59
HB Wealth Management, LLC 59
Wealthfront Inc 59
Benjamin Edwards Inc 59
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 59
Inceptionr Llc 59
rhino investment partners, Inc 59
Certified Advisory Corp 59
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 59
Bay Harbor Wealth Management, LLC 59
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 59
Financial Advisory Service, Inc. 59
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 59
Cnh Partners Llc 59
Schubert & Co 59
FORA Capital, LLC 59
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 59
Pictet Asset Management Holding SA 59
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 59
SECOR Capital Advisors, LP 59
Cordant, Inc. 59
GHP Investment Advisors, Inc. 58
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 58
Hennessy Advisors Inc 58
ANFLX - Angel Oak Funds Trust - Angel Oak Financials Income Fund Class A 58
Holocene Advisors, LP 58
Tradition Wealth Management, LLC 58
VCSMX - VALIC Co I - Small Cap Fund 58
Wealthcare Capital Management Llc 58
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 58
Jupiter Asset Management Ltd 58
Caitong International Asset Management Co., Ltd 58
Bluefin Trading, LLC 58
Gotham Asset Management, LLC 58
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 57
Pacific Ridge Capital Partners, LLC 57
Caxton Associates Lp 57
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 57
Nordea Investment Management Ab 57
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 57
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 57
BerganKDV Wealth Management, LLC 57
Concurrent Investment Advisors, LLC 57
Bank Of Nova Scotia 57
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 57
Vantage Consulting Group Inc 57
Eudaimonia Partners, LLC 57
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 57
First Mercantile Trust Co 57
Fox Run Management, L.l.c. 57
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 57
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 56
Lenox Wealth Advisors, LLC 56
AlphaStar Capital Management, LLC 56
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 56
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 56
Cape Investment Advisory, Inc. 56
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 56
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 56
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 56
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 56
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 56
Strategic Wealth Partners, Ltd. 56
Vigilant Capital Management, LLC 56
Fortitude Advisory Group L.L.C. 56
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 56
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 56
Transce3nd, LLC 56
Tradewinds Capital Management, LLC 56
Atomi Financial Group, Inc. 56
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 56
Brinker Capital Inc 56
Accurate Wealth Management, LLC 56
IMA Wealth, Inc. 55
Belvedere Trading LLC 55
WASHINGTON TRUST Co 55
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 55
Twin Tree Management, LP 55
Tfo-tdc, Llc 55
Jackson Creek Investment Advisors LLC 55
Atwood & Palmer Inc 55
Gabelli Funds Llc 55
Moneta Group Investment Advisors Llc 55
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 55
Washington Trust Bank 55
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 55
Kovack Advisors, Inc. 55
Johnson Investment Counsel Inc 55
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 55
Parkworth Wealth Management, Inc. 54
Modera Wealth Management, LLC 54
Ironwood Financial, llc 54
Humankind Benefit Corp - Humankind US Stock ETF 54
Simplicity Wealth,LLC 54
Gyon Technologies Capital Management, LP 54
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 54
Beese Fulmer Investment Management, Inc. 54
Associated Banc-corp 54
VTL Associates, LLC 54
Carnegie Capital Asset Management, LLC 54
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 54
Maryland State Retirement & Pension System 54
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 54
Covington Capital Management 54
Everence Capital Management Inc 54
Buckingham Strategic Wealth, Llc 54
Archer Investment Corp 54
Eagle Asset Management Inc 54
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 54
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 54
PL Capital Advisors, LLC 54
Riverhead Capital Management Llc 53
Next Financial Holdings 53
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 53
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 53
Foundry Partners, LLC 53
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 53
Nwam Llc 53
PFG Advisors 53
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 53
Venture Visionary Partners LLC 53
Itau Unibanco Holding S.A. 53
Interval Partners, LP 53
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 53
Colonial Trust Co / SC 53
NorthRock Partners, LLC 53
Prudential Plc 53
Heritage Wealth Management, Llc 53
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 53
Driehaus Capital Management Llc 53
Good Life Advisors, LLC 53
Mesirow Financial Investment Management, Inc. 53
Bayesian Capital Management, LP 52
Azora Capital LP 52
Segantii Capital Management Ltd 52
McIlrath & Eck, LLC 52
Castleview Partners, Llc 52
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 52
Alyeska Investment Group, L.P. 52
Trilogy Capital Inc. 52
Kestra Investment Management, LLC 52
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 52
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 52
Montag A & Associates Inc 52
AHL Partners LLP 52
DRW Securities, LLC 52
VCAAX - VALIC Co I - Asset Allocation Fund 52
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 52
Teton Advisors, Inc. 52
Truvestments Capital Llc 52
Congress Wealth Management LLC / DE / 52
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 52
Mirabella Financial Services Llp 52
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 52
Capstone Asset Management Co 52
Robeco Institutional Asset Management B.V. 52
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 52
Tompkins Financial Corp 52
Verus Capital Partners, Llc 52
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 52
Evoke Wealth, Llc 52
U.S. Capital Wealth Advisors, LLC 52
Focus Financial Network, Inc. 52
Petrus Trust Company, LTA 52
Numerai GP LLC 52
Comerica Securities,inc. 51
Glass Jacobson Investment Advisors llc 51
Sherbrooke Park Advisers Llc 51
Mount Yale Investment Advisors, LLC 51
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 51
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 51
Abound Wealth Management 51
Investors Research Corp 51
Alpine Series Trust 51
Pictet Asset Management Sa 51
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 51
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 51
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 51
James Investment Research Inc 51
Cambridge Trust Co 51
Balentine LLC 51
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 51
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 51
ETRADE Capital Management LLC 51
Evergreen Capital Management Llc 51
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 51
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 51
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 51
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 51
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 51
Phocas Financial Corp. 51
NumerixS Investment Technologies Inc 51
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 51
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 51
DiNuzzo Private Wealth, Inc. 51
Clearbridge Investments, LLC 51
Delta Asset Management Llc/tn 50
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 50
Stratos Wealth Advisors, LLC 50
Private Advisory Group LLC 50
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 50
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 50
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 50
Alphacrest Capital Management Llc 50
Signature Estate & Investment Advisors Llc 50
Tibra Equities Europe Ltd 50
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 50
Old National Bancorp /in/ 50
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 50
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 50
Bare Financial Services, Inc 50
Headlands Technologies LLC 50
Kistler-Tiffany Companies, LLC 50
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 50
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 50
Avestar Capital, LLC 50
Teza Capital Management LLC 50
STFBX - Advisers Investment Trust - State Farm Balanced Fund 50
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 50
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 50
Vanguard Horizon Funds 50
Retirement Group, LLC 50
Magnus Financial Group LLC 50
SILVER OAK SECURITIES, Inc 50
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 50
MUFG Securities EMEA plc 50
Wagner Wealth Management, Llc 50
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 50
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 50
361 Capital Llc 50
Scotia Capital Inc. 50
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 49
Pensionmark Financial Group, Llc 49
Mendota Financial Group, LLC 49
Ameriflex Group, Inc. 49
Glenmede Investment Management, LP 49
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 49
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 49
Twinbeech Capital Lp 49
JustInvest LLC 49
Krilogy Financial LLC 49
Beacon Capital Management, LLC 49
WCG Wealth Advisors LLC 49
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 49
Livingston Group Asset Management CO (operating as Southport Capital Management) 49
First Personal Financial Services 49
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF 49
FNY Managed Accounts LLC 49
AMP Capital Investors Ltd 49
APG Asset Management N.V. 49
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 49
Claris Advisors, Llc / Mo / 49
CIBC Asset Management Inc 49
Prospector Partners Llc 49
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 49
Front Row Advisors LLC 49
Hartford Mutual Funds Inc/ct 49
Quest Capital Management Inc /adv 49
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 49
Legacy Financial Advisors, Inc. 49
Massachusetts Financial Services Co /ma/ 49
Edgestream Partners, L.P. 49
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 49
Pearl River Capital, LLC 48
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 48
Placemark Investments, Inc. 48
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 48
Thurston, Springer, Miller, Herd & Titak, Inc. 48
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity 48
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 48
Rational Advisors Llc 48
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 48
Cable Hill Partners, LLC 48
Usca Ria Llc 48
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 48
Caldwell Securities, Inc 48
Gupta Wealth Management LLC 48
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 48
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 48
Cutler Capital Management, LLC 48
Sageworth Trust Co 48
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class 48
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 48
Weiss Asset Management LP 48
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 48
Vestcor Inc 48
DekaBank Deutsche Girozentrale 48
McAdam, LLC 48
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 48
Barrow Hanley Mewhinney & Strauss Llc 48
Illinois Municipal Retirement Fund 48
Aspire Private Capital, LLC 48
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 48
Barings Llc 48
First Capital Advisors Group, LLC. 48
Royce Value Trust Inc 48
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 48
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 48
Sciencast Management LP 47
Seizert Capital Partners, Llc 47
HFM Investment Advisors, LLC 47
Td Private Client Wealth Llc 47
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 47
Timber Hill LLC 47
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 47
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 47
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 47
Dynamic Technology Lab Pte Ltd 47
Argent Trust Co 47
Executive Wealth Management, LLC 47
Spot Trading L.L.C 47
Raleigh Capital Management Inc. 47
Lee Financial Co 47
Redhawk Wealth Advisors, Inc. 47
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 47
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 47
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 47
Impact Partnership Wealth, LLC 47
AUERX - Unified Series Trust - Auer Growth Fund 47
Irish Life Investment Managers Ltd. 47
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 47
BKPIX - Profunds - Banks Ultrasector Profund Investor Class 47
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 47
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 47
Profunds - Profund Vp Banks 47
Invesco Bond Fund 47
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 47
Strategic Financial Concepts, LLC 47
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 47
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 47
Elkfork Partners LLC 47
Tyler-Stone Wealth Management 47
North Reef Capital Management LP 47
Orion Capital Management LLC 47
Aveo Capital Partners, LLC 47
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 47
Blueshift Asset Management, LLC 46
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 46
GAM Holding AG 46
Gillson Capital LP 46
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 46
V Wealth Advisors LLC 46
Advisory Research Inc 46
Wunderlich Securities, Inc. 46
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 46
TCG Advisory Services, LLC 46
Westwood Holdings Group Inc 46
Riverview Trust Co 46
Mach-1 Financial Group, Inc. 46
WESPAC Advisors, LLC 46
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 46
Argentus Capital Management, LLC 46
HBK Sorce Advisory LLC 46
Oakworth Capital, Inc. 46
Cookson Peirce & Co Inc 46
Community Bank, N.A. 46
Institutional & Family Asset Management, Llc 46
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 46
Liberty Wealth Management Llc 46
Vantage Investment Advisors, LLC 46
Rothschild Asset Management Inc 46
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 46
WPG Advisers, LLC 46
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 46
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 46
Rossby Financial, LCC 45
Motco 45
Transamerica Partners Portfolios 45
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 45
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 45
BlackRock Japan Co. Ltd 45
Minichmacgregor Wealth Management, Llc 45
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 45
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 45
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 45
Glen Harbor Capital Management LLC 45
Atlas Private Wealth Advisors 45
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 45
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 45
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 45
Tidemark, LLC 45
Eastern Bank 45
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 45
Thompson Davis & Co., Inc. 45
Valmark Advisers, Inc. 45
MONECO Advisors, LLC 45
Analytic Investors, LLC 45
Ubs Oconnor Llc 45
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 45
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 45
First Command Financial Services, Inc. 45
Weiss Multi-Strategy Advisers LLC 45
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 45
Transamerica Partners Funds Group Ii 45
Transamerica Partners Funds Group 45
Coppell Advisory Solutions Corp. 45
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 44
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 44
Forum Funds 44
Convergence Investment Partners, LLC 44
Silvercrest Asset Management Group Llc 44
PMC FIG Opportunities LLC 44
Wealthbridge Capital Management, Llc 44
Gerber Kawasaki Wealth & Investment Management 44
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 44
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 44
Global Trust Asset Management, LLC 44
Landscape Capital Management, L.l.c. 44
Clean Yield Group 44
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 44
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 44
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 44
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 44
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 44
People's United Financial, Inc. 44
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 44
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 44
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 44
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 44
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 44
Weiss Strategic Interval Fund 44
Evercore Wealth Management, LLC 44
Capital Bank & Trust Co 44
1832 Asset Management L.P. 44
Freestone Capital Holdings, LLC 44
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 44
Wealth Quarterback LLC 44
Veritable, L.P. 44
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 44
Savior LLC 44
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 44
Mosaic Family Wealth, LLC 44
Lakeview Capital Partners, LLC 44
Veriti Management LLC 44
Annis Gardner Whiting Capital Advisors, LLC 44
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 44
Amundi Pioneer Asset Management Inc 44
Wasatch Advisors Inc 44
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 44
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 44
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 44
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 44
Fiduciary Trust Co 44
JJJ Advisors Inc. 44
PSI Advisors, LLC 44
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 43
Nations Financial Group Inc, /ia/ /adv 43
Kovitz Investment Group Partners, LLC 43
Wesbanco Bank Inc 43
Mason Street Advisors, Llc 43
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 43
Princeton Alpha Management LP 43
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 43
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 43
Salomon & Ludwin, LLC 43
Global Financial Private Capital, LLC 43
Bb&t Investment Services, Inc. 43
Cigna Investments Inc /new 43
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 43
Atlantic Trust, LLC 43
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 43
FormulaFolio Investments, LLC 43
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 43
First Command Bank 43
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 43
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 43
Maven Securities LTD 43
Quent Capital, LLC 43
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 43
Smith Asset Management Group Lp 43
Old Mutual Customised Solutions (proprietary) Ltd 43
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 43
Procyon Private Wealth Partners, LLC 43
Asset Management One Co., Ltd. 43
Beaird Harris Wealth Management, LLC 43
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 43
ACSKX - American Century Investment Trust - Short Duration Fund C Class 43
Gladius Capital Management LP 43
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 43
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 42
First Citizens Bank & Trust Co 42
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 42
Well Done, LLC 42
Webster Bank, N. A. 42
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 42
Thb Asset Management 42
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 42
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 42
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 42
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 42
Ci Investments Inc. 42
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 42
Park Square Financial Group, LLC 42
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 42
Laurel Wealth Advisors LLC 42
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 42
Piermont Capital Management LLC 42
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 42
Harel Insurance Investments & Financial Services Ltd. 42
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 42
Kowal Investment Group, LLC 42
Nuveen Preferred & Income Opportunities Fund 42
IMC-Chicago, LLC 42
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 42
Guardian Wealth Advisors, Llc / Nc 42
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 42
Northern Trust Co Of Connecticut 42
Confluence Wealth Services, Inc. 42
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 42
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 42
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 42
LRI Investments, LLC 42
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 42
Susquehanna Portfolio Strategies, LLC 42
LexAurum Advisors, LLC 42
GW&K Investment Management, LLC 42
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 42
Paulson Wealth Management Inc. 42
Alpha DNA Investment Management LLC 42
Independence Bank of Kentucky 42
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 42
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 42
Duality Advisers, Lp 42
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 41
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 41
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 41
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 41
Hughes Financial Services, LLC 41
Commonwealth Bank Of Australia 41
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 41
Forest Hill Capital, LLC 41
Longfellow Investment Management Co Llc 41
Diversify Advisory Services, LLC 41
Paradigm Asset Management Co Llc 41
Voisard Asset Management Group, Inc. 41
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 41
Entropy Technologies, LP 41
Pictet Asset Management Ltd 41
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 41
Beaumont Financial Partners, LLC 41
Vestmark Advisory Solutions, Inc. 41
SageView Advisory Group, LLC 41
Wealthfront Advisers Llc 41
Merriman Wealth Management, LLC 41
Destination Wealth Management 41
Vident Investment Advisory, LLC 41
Tocqueville Asset Management L.p. 41
Acorn Wealth Advisors, LLC 41
Dean Investment Associates, Llc 41
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 41
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 41
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 41
Claraphi Advisory Network, LLC 41
BRACX - Blackrock Allocation Target Shares - Bats Series C 41
Horan Securities, Inc. 41
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 41
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 41
RPg Family Wealth Advisory, LLC 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 41
Eagle Bay Advisors LLC 41
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 41
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 41
Sugarloaf Wealth Management, LLC 41
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 41
Sei Trust Co 41
Bridgefront Capital, LLC 41
IAG Wealth Partners, LLC 41
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 41
Fortis Advisors, LLC 41
Ritholtz Wealth Management 41
Paces Ferry Wealth Advisors, Llc 41
TFC Financial Management 41
Pinnacle Bancorp, Inc. 41
Vista Private Wealth Partners. LLC 41
Arlington Partners LLC 41
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 41
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 41
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 40
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 40
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 40
Royal Fund Management, LLC 40
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 40
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 40
K2 Principal Fund, L.p. 40
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 40
Profunds - Profund Vp Small-cap Value 40
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 40
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 40
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 40
Dakota Wealth Management 40
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 40
Colonial Trust Advisors 40
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 40
VSR Financial Services, Inc. 40
Private Wealth Asset Management, LLC 40
Northwest Investment Counselors, Llc 40
Teton Westwood Funds 40
Pacific Sun Financial Corp 40
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 40
SVPIX - Profunds - Small-cap Value Profund Investor Class 40
Shelton Capital Management 40
Marquette Asset Management, LLC 40
Adviser Investments LLC 40
Thoroughbred Financial Services, Llc 40
Knights of Columbus Asset Advisors LLC 40
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 40
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 40
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 40
LGT Financial Advisors LLC 40
Hollencrest Capital Management 40
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 40
Nachman Norwood & Parrott, Inc 40
Forum Financial Management, LP 40
55i, Llc 40
Financial Engines Advisors L.L.C. 40
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 40
WFA of San Diego, LLC 40
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 40
Patten Group, Inc. 40
Mycio Wealth Partners, Llc 40
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 40
Clear Harbor Asset Management, LLC 40
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 40
MQS Management LLC 40
Bruce G. Allen Investments, LLC 40
Tucker Asset Management Llc 40
Total Clarity Wealth Management, Inc. 40
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 40
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 40
Vontobel Holding Ltd. 40
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 40
Hudock, Inc. 40
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 40
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 40
DHJJ Financial Advisors, Ltd. 39
Measured Wealth Private Client Group, LLC 39
Financial Counselors Inc 39
SOA Wealth Advisors, LLC. 39
Joseph P. Lucia & Associates, LLC 39
Integrated Wealth Management 39
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 39
Pfs Investments Inc. 39
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 39
WR Wealth Planners, LLC 39
Readystate Asset Management Lp 39
Eagle Global Advisors Llc 39
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 39
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 39
One Capital Management, LLC 39
Pacer Advisors, Inc. 39
LifePlan Financial Group, Inc 39
Intrua Financial, LLC 39
Northpointe Capital Llc 39
Carmichael Hill & Associates, Inc. 39
Squar Milner Financial Services Llc 39
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 39
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 39
Laurel Wealth Advisors, Inc. 39
Archford Capital Strategies, LLC 39
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 39
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 39
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 39
Keeley-Teton Advisors, LLC 39
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 39
Toth Financial Advisory Corp 39
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 39
Atlas Capital Advisors Llc 39
VestGen Advisors, LLC 39
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 39
Activest Wealth Management 39
Edge Advisors, Llc 39
Kayne Anderson Rudnick Investment Management Llc 39
Riggs Asset Managment Co. Inc. 39
Peregrine Capital Management Llc 39
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 39
Garrett Investment Advisors LLC 39
M Holdings Securities, Inc. 39
Cambria Investment Management, L.P. 39
Opus Capital Group, LLC 39
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 39
VisionPoint Advisory Group, LLC 39
YHB Investment Advisors, Inc. 39
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 39
RVW Wealth, LLC 39
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 39
Northern Oak Wealth Management Inc 39
Ontario Teachers Pension Plan Board 39
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 39
Clover Partners, L.P. 39
Meadow Creek Investment Management LLC 39
Atticus Wealth Management, Llc 39
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 39
Dubuque Bank & Trust Co 39
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 39
Bogle Investment Management L P /de/ 39
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 39
Hazlett, Burt & Watson, Inc. 39
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 39
Verdence Capital Advisors LLC 38
Friedenthal Financial 38
Pitcairn Co 38
Synergy Financial Management, LLC 38
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 38
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 38
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 38
Partnervest Advisory Services LLC 38
Cipher Capital LP 38
Wolff Wiese Magana Llc 38
Van Hulzen Asset Management, LLC 38
Walthausen & Co., LLC 38
Adage Capital Partners Gp, L.l.c. 38
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 38
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 38
ProVise Management Group, LLC 38
Heritage Wealth Advisors 38
Advanced Series Trust - Ast Advanced Strategies Portfolio 38
ZPR Investment Management 38
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 38
Mascoma Wealth Management LLC 38
Denver Investment Advisors Llc 38
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 38
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 38
Dana Investment Advisors, Inc. 38
Brighton Jones Llc 38
Ethic Inc. 38
Absolute Return Capital, LLC 38
Checchi Capital Advisers, LLC 38
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 38
Barometer Capital Management Inc. 38
Monashee Investment Management LLC 38
Ziegler Capital Management, LLC 38
Founders Financial Securities Llc 38
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 38
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 38
Kessler Investment Group, LLC 38
Global Wealth Management Investment Advisory, Inc. 38
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 38
Hilton Capital Management, LLC 38
Zeke Capital Advisors, Llc 38
Cassady Schiller Wealth Management, LLC 38
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 38
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 38
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 38
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 38
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 38
Coastal Capital Group, Inc. 38
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 38
RWM Asset Management, LLC 37
Rosenberg Matthew Hamilton 37
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 37
Sachetta, LLC 37
Kanaly Trust Co 37
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 37
Westpac Banking Corp 37
Corton Capital Inc. 37
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 37
First Trust Intermediate Duration Preferred & Income Fund 37
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 37
CBIZ Investment Advisory Services, LLC 37
Dreman Value Management, L L C 37
Hanseatic Management Services Inc 37
BOK Financial Private Wealth, Inc. 37
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 37
Kings Point Capital Management 37
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 37
SAC Capital Advisors LP 37
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 37
Dean Capital Management 37
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 37
Polar Asset Management Partners Inc. 37
Clinton Group Inc 37
Cohen & Steers Reit & Preferred Income Fund Inc 37
Legacy Private Trust Co. 37
Koss-Olinger Consulting, LLC 37
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 37
Old Second National Bank Of Aurora 37
Evermay Wealth Management Llc 37
Independent Portfolio Consultants, Inc. 37
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 37
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 37
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 37
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 37
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 37
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 37
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 37
Essex Financial Services, Inc. 37
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 37
Highland Capital Management Fund Advisors, L.p. 37
PFG Investments, LLC 37
Betterment LLC 37
St Germain D J Co Inc 37
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 37
Accel Wealth Management 37
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 36
Kohmann Bosshard Financial Services, LLC 36
Qs Batterymarch Financial Management, Inc 36
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 36
Virtue Capital Management, LLC 36
Black Maple Capital Management LP 36
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 36
Calvert Investment Management, Inc. 36
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 36
Semanteon Capital Management, LP 36
Lloyd Advisory Services, LLC. 36
Symphony Asset Management Llc 36
Chartwell Investment Partners, Llc 36
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 36
Robertson Stephens Wealth Management, LLC 36
Focused Wealth Management, Inc 36
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 36
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 36
Claro Advisors LLC 36
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 36
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 36
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 36
Cary Street Partners Financial Llc 36
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 36
Pine River Capital Management L.P. 36
I.g. Investment Management, Ltd. 36
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 36
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 36
Claybrook Capital, LLC 36
TFO USA Ltd 36
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 36
GABELLI & Co INVESTMENT ADVISERS, INC. 36
Patriot Financial Partners Gp, Lp 36
Edmond De Rothschild Holding S.a. 36
Camarda Financial Advisors, LLC 36
William Blair Investment Management, Llc 36
Ativo Capital Management LLC 36
Kore Private Wealth LLC 36
Pinnacle Financial Partners Inc 36
683 Capital Management, LLC 36
Harvest Fund Management Co., Ltd 36
Quad-Cities Investment Group, LLC 36
First Horizon Corp 36
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 36
Apriem Advisors 36
Philadelphia Financial Management of San Francisco, LLC 36
Heritage Trust Co 36
Neo Ivy Capital Management 36
Bellwether Investment Group, LLC 36
Calamos Strategic Total Return Fund 36
Park Place Capital Corp 36
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 36
Zions Bancorporation, N.A. 36
King Luther Capital Management Corp 36
Virtus Investment Advisers, Inc. 36
Parametrica Management Ltd 36
Gator Capital Management, LLC 36
Ellis Investment Partners, LLC 36
Tcg Advisors, Lp 36
West Tower Group, LLC 36
Mckinley Capital Management Llc /delaware 35
Apella Capital, LLC 35
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 35
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 35
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 35
Whitener Capital Management, Inc. 35
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 35
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 35
Jain Global LLC 35
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 35
Ibex Wealth Advisors 35
Mitsubishi UFJ Trust & Banking Corp 35
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 35
Aviva Plc 35
Keel Point, LLC 35
NOBOX - Northern Funds - Northern Bond Index Fund 35
Alexandria Capital, LLC 35
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 35
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 35
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 35
SLIM - Janus Detroit Street Trust - The Obesity ETF 35
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 35
Iron Horse Wealth Management, LLC 35
Second Curve Capital Llc 35
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 35
Highline Wealth Partners Llc 35
Clear Creek Financial Management, LLC 35
Oberweis Asset Management Inc/ 35
Golden State Equity Partners 35
Garrett Wealth Advisory Group, LLC 35
Sii Investments Inc/wi 35
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 35
Harwood Advisory Group, LLC 35
1620 Investment Advisors, Inc. 35
Ahrens Investment Partners LLC 35
Modern Wealth Management, LLC 35
CVA Family Office, LLC 35
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 35
Cadence Capital Management Llc 35
Flaherty & Crumrine Preferred Income Fund Inc 35
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 35
Nemes Rush Group LLC 35
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 35
PIMCO FUNDS - PIMCO Short Asset Portfolio 35
Cahill Financial Advisors Inc 35
Tiaa Trust, National Association 35
Vicus Capital 35
Exchange Capital Management, Inc. 35
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 35
World Asset Management Inc 35
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 35
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 35
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 35
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 35
Compagnie Lombard Odier SCmA 35
Rockbridge Investment Management, LCC 35
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 35
YorkBridge Wealth Partners, LLC 35
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 35
Weaver Consulting Group 35
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 35
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 34
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 34
Trust Co 34
Koch Industries Inc 34
GoalVest Advisory LLC 34
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 34
Courier Capital Llc 34
Amerivest Investment Management LLC 34
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 34
Girard Partners Ltd. 34
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 34
Highland Capital Management Lp 34
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 34
Zurich Insurance Group Ltd/FI 34
NorthCoast Asset Management LLC 34
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 34
Connectus Wealth, LLC 34
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 34
Fulcrum Equity Management 34
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 34
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 34
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 34
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 34
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 34
Wedmont Private Capital 34
BNP Paribas Investment Partners S.A. 34
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 34
Nalls Sherbakoff Group, Llc 34
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 34
SGPIX - Profunds - Small-cap Growth Profund Investor Class 34
1st Global Advisors, Inc. 34
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 34
Flaherty & Crumrine Preferred Securities Income Fund Inc 34
Hobbs Group Advisors, LLC 34
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 34
MBE Wealth Management, LLC 34
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 34
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 34
Contravisory Investment Management, Inc. 34
Edge Wealth Management LLC 34
PrairieView Partners, LLC 34
Cribstone Capital Management, LLC 34
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 34
Keystone Financial Group 34
Gryphon Financial Partners LLC 34
Opal Wealth Advisors, LLC 34
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 34
Collective Family Office Llc 34
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 34
Security National Trust Co 34
Mv Capital Management, Inc. 34
Simon Quick Advisors, Llc 34
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 34
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 34
Linscomb & Williams, Inc. 34
EPG Wealth Management LLC 34
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 34
PFFD - Global X Funds - Global X U.S. Preferred ETF 34
BBVA USA Bancshares, Inc. 34
Seven Eight Capital, Lp 34
Tyers Asset Management LLC 34
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 34
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 34
Woodmont Investment Counsel Llc 34
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 34
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 34
Kathmere Capital Management, LLC 33
Zweig-DiMenna Associates LLC 33
OneAscent Financial Services LLC 33
Pinnacle Associates Ltd 33
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 33
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 33
Visium Asset Management, LP 33
ARGI Investment Services, LLC 33
Selective Wealth Management, Inc. 33
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 33
Doyle Wealth Management 33
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 33
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 33
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 33
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 33
Cpwm, Llc 33
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 33
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 33
Wintrust Investments Llc 33
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 33
Erste Asset Management GmbH 33
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 33
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 33
Ropes Wealth Advisors Llc 33
Altus Wealth Group LLC 33
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 33
High Note Wealth, LLC 33
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 33
Wrapmanager Inc 33
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 33
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 33
Cohen & Steers Select Preferred & Income Fund, Inc. 33
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 33
TRUE Private Wealth Advisors 33
Stonebridge Financial Group, LLC 33
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 33
Burney Co/ 33
Hl Financial Services Llc 33
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 33
Flaherty & Crumrine Total Return Fund Inc 33
Confluence Investment Management Llc 33
Sageworth Trust Co of South Dakota 33
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 33
Profunds - Profund Vp Small-cap Growth 33
Annapolis Financial Services, LLC 33
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 33
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 33
Neuburgh Advisers LLC 33
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 33
Tiedemann Advisors, Llc 33
Creekmur Asset Management LLC 33
Dunhill Financial, LLC 33
HSFNX - HENNESSY FUNDS TRUST - Hennessy Small Cap Financial Fund Investor Class 33
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 33
Capital Investment Advisors, LLC 33
STXK - EA Series Trust - Strive Small-Cap ETF 33
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 33
Six Circles Trust - Six Circles Credit Opportunities Fund 33
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 33
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 33
Brandywine Oak Private Wealth Llc 33
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 33
Journey Strategic Wealth Llc 33
Bleakley Financial Group, LLC 33
BI Asset Management Fondsmaeglerselskab A/S 33
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 33
Regentatlantic Capital Llc 33
Charter Oak Capital Management, LLC 33
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 33
Fifth Third Securities, Inc. 33
Visionary Wealth Advisors 33
Harvest Capital Strategies LLC 32
TCTC Holdings, LLC 32
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 32
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 32
Fiduciary Alliance LLC 32
Berger Financial Group, Inc 32
Calamos Long/Short Equity & Dynamic Income Trust 32
Water Island Capital Llc 32
Heartland Advisors Inc 32
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 32
Invictus RG 32
Blue Bell Private Wealth Management, Llc 32
CNB Bank 32
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 32
Capstone Series Fund Inc 32
Cordasco Financial Network 32
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 32
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 32
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 32
Chevy Chase Trust Holdings, Inc. 32
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 32
Nova Wealth Management, Inc. 32
SummerHaven Investment Management, LLC 32
Wakefield Asset Management LLLP 32
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 32
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 32
EAM Global Investors LLC 32
EWG Elevate Inc. 32
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 32
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 32
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 32
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 32
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 32
Column Capital Advisors, LLC 32
Vise Technologies, Inc. 32
Parkwood LLC 32
Astoria Portfolio Advisors LLC. 32
Ing Groep Nv 32
Transcend Wealth Collective, Llc 32
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 32
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 32
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 32
CAPROCK Group, Inc. 32
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 32
Fca Corp /tx 32
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 32
South Dakota Investment Council 32
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 32
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 32
Oliver Lagore Vanvalin Investment Group 32
Lynx Investment Advisory 32
Putnam Fl Investment Management Co 32
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 32
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 32
PENN SERIES FUNDS INC - Small Cap Value Fund 32
N.E.W. Advisory Services LLC 32
Retirement Planning Co of New England, Inc. 32
River Wealth Advisors LLC 32
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 32
Ledyard National Bank 32
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 32
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 32
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 32
CenterStar Fund, LLC 32
Symmetry Partners, LLC 32
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 32
Allegis Investment Advisors, LLC 32
T. Rowe Price Investment Management, Inc. 32
Naples Global Advisors, Llc 32
Securian Asset Management, Inc 32
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 32
Moloney Securities Asset Management, LLC 32
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 32
Tiaa, Fsb 32
Winton Diversified Opportunities Fund 32
Mission Wealth Management, Lp 32
Voya Financial Advisors, Inc. 32
Capula Management Ltd 32
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 32
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 32
Alpenglow Capital LP 32
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 31
Nuveen Preferred & Income Term Fund 31
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 31
Country Trust Bank 31
Ballentine Partners, LLC 31
Legato Capital Management LLC 31
Agf Investments Inc. 31
Sheaff Brock Investment Advisors, LLC 31
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 31
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 31
Standard Life Aberdeen plc 31
RFP Financial Group LLC 31
Personal Wealth Partners 31
Fiera Capital Corp 31
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 31
Red Tortoise LLC 31
Investment Centers Of America Inc 31
Bfsg, Llc 31
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 31
Burt Wealth Advisors 31
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 31
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 31
Integrated Advisors Network LLC 31
Focus Financial Network Inc /adv 31
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 31
CWA Asset Management Group, LLC 31
Frazier Financial Advisors, LLC 31
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 31
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 31
Avidian Wealth Solutions, LLC 31
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 31
Homrich & Berg 31
Planned Solutions, Inc. 31
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 31
Soros Fund Management Llc 31
Axq Capital, Lp 31
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 31
Arden Trust Co 31
Investment Counselors Of Maryland Llc 31
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 31
Ten Capital Wealth Advisors, LLC 31
Caption Management, LLC 31
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 31
Perkins Investment Management, LLC 31
BCS Wealth Management 31
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 31
Crews Bank & Trust 31
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 31
Integrated Investment Consultants, LLC 31
Adams Diversified Equity Fund, Inc. 31
Affinity Investment Advisors, Llc 31
Plancorp, LLC 31
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 31
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 31
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 31
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 31
Millstone Evans Group, LLC 31
Vident Advisory, LLC 31
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 31
DB Wealth Management Group, LLC 31
Shepherd Kaplan Krochuk, Llc 31
Anfield Capital Management, LLC 31
AlphaOne Investment Services, LLC 31
Allstate Corp 31
One Wealth Advisors, LLC 31
Caisse De Depot Et Placement Du Quebec 31
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio 31
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 31
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 31
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 31
Pinnacle Summer Investments, Inc. 31
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 31
Munder Capital Management 31
Kingswood Wealth Advisors, Llc 31
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 30
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 30
Corient Capital Partners, LLC 30
Carlson Capital L P 30
Waratah Capital Advisors Ltd. 30
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 30
Bedel Financial Consulting, Inc. 30
Seidman Lawrence B 30
State Of Michigan Retirement System 30
First National Corp /ma/ /adv 30
Kms Financial Services, Inc 30
Great Diamond Partners, LLC 30
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 30
ISAM Funds (UK) Ltd 30
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 30
Savvy Advisors, Inc. 30
Flaharty Asset Management, LLC 30
Dogwood Wealth Management LLC 30
Advisor Partners Ii, Llc 30
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 30
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 30
Tennessee Valley Asset Management Partners 30
Aaron Wealth Advisors LLC 30
Segment Wealth Management, LLC 30
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 30
Legacy Financial Group LLC 30
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 30
Rotella Capital Management, Inc. 30
Calamos Advisors LLC 30
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 30
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 30
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF 30
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 30
Virginia Retirement System 30
EMC Capital Management 30
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 30
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 30
Quantitative Investment Management, LLC 30
Paragon Capital Management Ltd 30
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 30
Element Capital Management Llc 30
Northwestern Mutual Investment Management Company, Llc 30
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 30
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 30
BKD Wealth Advisors, LLC 30
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 30
Alera Investment Advisors, LLC 30
Boston Trust Walden Corp 30
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 30
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 30
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 30
Old Mission Capital, Llc 30
Crestline Management, LP 30
ACG Wealth 30
Princeton Global Asset Management LLC 30
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 30
Banque Cantonale Vaudoise 30
Vanguard Whitehall Funds 30
World Equity Group, Inc. 30
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 30
Mpwm Advisory Solutions, Llc 30
Capital One, National Association 30
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 30
RMR Wealth Builders 30
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 30
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 30
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 30
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 29
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 29
Duncker Streett & Co Inc 29
Flinton Capital Management LLC 29
Cardiff Park Advisors, Llc 29
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 29
Psagot Value Holdings Ltd. / (Israel) 29
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 29
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 29
KBWR - Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF 29
Evanson Asset Management, LLC 29
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 29
Clearview Wealth Advisors LLC 29
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 29
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 29
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 29
First Interstate Bank 29
Stone House Investment Management, LLC 29
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 29
Oxbow Advisors, LLC 29
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 29
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 29
IYF - iSHARES TRUST - iShares U.S. Financials ETF 29
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 29
Ruggie Capital Group 29
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 29
NewEdge Wealth, LLC 29
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 29
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 29
Creative Capital Management Investments LLC 29
Prentice Wealth Management LLC 29
Profunds - Profund Vp Financials 29
Hartford Investment Management Co 29
Kalos Management, Inc. 29
Worth Asset Management, LLC 29
Entrustpermal Partners Offshore Lp 29
Safeguard Investment Advisory Group, LLC 29
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 29
Madden Advisory Services, Inc. 29
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 29
Investment Partners, Ltd. 29
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 29
Turner Investments, L.p. 29
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 29
Winfield Associates, Inc. 29
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 29
Carmel Capital Partners, LLC 29
Leavell Investment Management, Inc. 29
Curi Wealth Management, LLC 29
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 29
Brookfield Asset Management Inc. 29
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 29
Center for Financial Planning, Inc. 29
Sovran Advisors, LLC 29
Nuveen Preferred & Income Securities Fund 29
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 29
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 29
Triad Wealth Partners, LLC 29
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 29
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 29
Providence Capital Advisors, LLC 29
American Research & Management Co. 29
M&r Capital Management Inc 29
Ascent Group, LLC 29
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 29
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 29
UYG - PROSHARES TRUST - ProShares Ultra Financials 29
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 29
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 29
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 29
Banque Pictet & Cie Sa 29
Bbva Usa 29
American Trust 29
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 29
Beacon Capital Management, Inc. 29
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 29
Better Money Decisions, LLC 29
Miles Capital, Inc. 29
Yorktown Management & Research Co Inc 29
McMahon Financial Advisors, LLC 29
Retirement Capital Strategies 29
Hoxton Financial, Inc. 29
Advisor Partners Llc 29
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 29
Silverlake Wealth Management Llc 29
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 28
Nfj Investment Group, Llc 28
New Mexico Educational Retirement Board 28
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 28
CSM Advisors, LLC 28
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 28
Fred Alger Management, Llc 28
CSat Investment Advisory, L.P. 28
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 28
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 28
Commerzbank Aktiengesellschaft /fi 28
RBF Capital, LLC 28
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 28
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 28
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 28
Polymer Capital Management (US) LLC 28
Endurance Wealth Management, Inc. 28
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 28
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 28
Retirement Systems of Alabama 28
Hallmark Capital Management Inc 28
Shufro Rose & Co Llc 28
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 28
Cherry Tree Wealth Management, LLC 28
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 28
TD Capital Management LLC 28
Sterling Investment Advisors, Ltd. 28
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 28
Leuthold Group, Llc 28
Resources Management Corp /ct/ /adv 28
Oarsman Capital, Inc. 28
Kavar Capital Partners, LLC 28
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 28
Equitable Trust Co 28
Bridgeworth, LLC 28
Advantage Alpha Capital Partners LP 28
Nbt Bank N A /ny 28
JBF Capital, Inc. 28
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 28
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 28
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 28
Whipplewood Advisors, LLC 28
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 28
Cortina Asset Management, LLC 28
USAdvisors Wealth Management, LLC 28
Capital Guardian Trust Co 28
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 28
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 28
Advisors Capital Management, LLC 28
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 28
FNY Partners Fund LP 28
Northwest Financial Advisors 28
First Foundation Advisors 28
Farmers & Merchants Trust Co of Chambersburg PA 28
Spectrum Management Group, LLC 28
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio II 28
Rowland Carmichael Advisors Inc /adv 28
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 28
Financial Enhancement Group LLC 28
CBOE Vest Financial, LLC 28
WMG Financial Advisors, LLC 28
Meitav Dash Investments Ltd 28
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 28
Financial Network Wealth Advisors LLC 28
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 28
Arcus Capital Partners, LLC 28
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 28
NinePointTwo Capital 28
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 28
NN Investment Partners Holdings N.V. 28
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 28
City National Bank 28
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 28
Alliancebernstein Global High Income Fund Inc 28
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 28
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 28
Gendell Jeffrey L 28
Consector Capital, LP 28
Old Mutual Global Investors (UK) Ltd. 28
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 28
McElhenny Sheffield Capital Management, LLC 28
De Lisle Partners LLP 28
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 27
Horizons Wealth Management 27
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF 27
City State Bank 27
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 27
Central Pacific Bank - Trust Division 27
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 27
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 27
Ulysses Management LLC 27
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 27
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 27
Congress Asset Management Co /ma 27
Ashton Thomas Securities, Llc 27
Nottingham Advisors, Inc. 27
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 27
Ategra Capital Management, LLC 27
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 27
Pinkerton Retirement Specialists, LLC 27
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 27
Herold Advisors, Inc. 27
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 27
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 27
tru Independence LLC 27
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 27
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 27
Stilwell Value LLC 27
Capital World Investors 27
SignalPoint Asset Management, LLC 27
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 27
Stonecastle Financial Corp. 27
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 27
Pacitti Group Inc. 27
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 27
Childress Capital Advisors, Llc 27
Mattson Financial Services, LLC 27
QALTX - Advisors Preferred Trust - Quantified Alternative Investment Fund Investor Class Shares 27
Waddell & Reed Financial Inc 27
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 27
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 27
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 27
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 27
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 27
Zions Bancorporation 27
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 27
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 27
Arlington Trust Co LLC 27
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 27
Angeles Wealth Management, Llc 27
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 27
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 27
Estate Counselors, LLC 27
Investors Capital Advisory Services 27
AGF Investments LLC 27
Ballew Advisors, Inc 27
Dorsey & Whitney Trust CO LLC 27
Davis Capital Management 27
VitalStone Financial, LLC 27
Smith, Moore & Co. 27
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 27
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 27
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 27
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 27
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 27
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 27
Livforsakringsbolaget Skandia, Omsesidigt 27
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 27
Pallas Capital Advisors LLC 27
Stifel Nicolaus & Co Inc \mo\ 27
Cornerstone Investment Partners, LLC 27
Boston Private Bank & Trust Co 27
Nuveen Multi-Asset Income Fund 27
Genesee Capital Advisors, LLC 27
Legacy Advisors, LLC 27
Lmcg Investments, Llc 27
Armstrong Advisory Group, Inc 27
First Pacific Financial 27
City Holding Co 27
Bellevue Asset Management, Llc 27
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 27
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 27
Exane Derivatives 27
Barnett & Company, Inc. 27
Alpha Omega Wealth Management LLC 27
Kcm Investment Advisors Llc 27
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 27
Aspect Partners, LLC 27
Hudson Bay Capital Management LP 27
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 27
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 27
Inspire Advisors, LLC 27
Gierl Augustine Investment Management Inc 27
Romano Brothers And Company 27
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 27
Capital Research Global Investors 27
Hoey Investments, Inc 27
Howard Wealth Management, Llc 27
Scarborough Advisors, LLC 27
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 27
Redwood Investment Management, Llc 27
Price Michael F 27
PCG Wealth Advisors, LLC 27
HBW Advisory Services LLC 26
VCBDX - VALIC Co I - Core Bond Fund 26
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 26
Manchester Financial Inc 26
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 26
Nuveen Preferred & Income 2022 Term Fund 26
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 26
Baldrige Asset Management LLC 26
Mirador Capital Partners LP 26
Knight Capital Group, Inc. 26
Arcadia Investment Management Corp/mi 26
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 26
Oliver Luxxe Assets LLC 26
Cliftonlarsonallen Wealth Advisors, Llc 26
First New York Securities Llc /ny 26
Harbour Capital Advisors, LLC 26
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 26
Grove Bank & Trust 26
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 26
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 26
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 26
Daiwa Securities Group Inc. 26
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 26
Vectors Research Management, LLC 26
Thompson Investment Management, Inc. 26
Miracle Mile Advisors, LLC 26
Masso Torrence Wealth Management Inc. 26
Campbell Multi-strategy Trust 26
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 26
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF 26
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 26
Samalin Investment Counsel, LLC 26
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 26
Full18 Capital LLC 26
Denver Wealth Management, Inc. 26
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 26
Mill Creek Capital Advisors, LLC 26
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 26
Gateway Wealth Partners, LLC 26
Resonant Capital Advisors, LLC 26
Quotient Investors, LLC 26
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 26
Nvwm, Llc 26
Navellier & Associates Inc 26
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 26
Interchange Capital Partners, LLC 26
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 26
Omnia Family Wealth, LLC 26
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 26
Trustmark National Bank Trust Department 26
Busey Wealth Management 26
Meritage Portfolio Management 26
Liberty Mutual Group Asset Management Inc. 26
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 26
Rice Hall James & Associates, Llc 26
Legg Mason Investment Counsel, LLC 26
AJOVista, LLC 26
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 26
NFP Retirement, Inc. 26
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 26
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 26
Laffer Investments 26
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 26
Fortis Capital Advisors, LLC 26
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 26
Northwest & Ethical Investments L.P. 26
Greenleaf Trust 26
Hills Bank & Trust Co 26
Camelot Portfolios, LLC 26
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 26
Aspen Investment Management Inc 26
Brewin Dolphin Ltd 26
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 26
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 26
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 26
D'Orazio & Associates, Inc. 26
Essex Investment Management Co Llc 26
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 26
American Capital Advisory, LLC 26
Absolute Capital Management, LLC 26
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 26
Harbor Advisors LLC 26
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 26
Fortis Group Advisors, LLC 26
Mraz, Amerine & Associates, Inc. 26
Professional Financial Advisors, LLC 26
Allegheny Financial Group LTD 25
Tlwm 25
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 25
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 25
Valued Wealth Advisors LLC 25
Krane Funds Advisors LLC 25
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 25
Epoch Investment Partners, Inc. 25
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 25
Fusion Family Wealth LLC 25
Utah Retirement Systems 25
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 25
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 25
Sippican Capital Advisors 25
Aviance Capital Management, Llc 25
Qrg Capital Management, Inc. 25
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 25
Lansing Street Advisors 25
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 25
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 25
BSW Wealth Partners 25
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 25
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 25
Apeiron RIA LLC 25
Sharkey, Howes & Javer 25
Advocacy Wealth Management Services, LLC 25
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 25
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 25
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 25
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 25
Fourth Dimension Wealth, LLC 25
Etf Managers Group, Llc 25
Quaker Wealth Management, LLC 25
Ford Financial Group, LLC 25
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 25
Operose Advisors LLC 25
New Age Alpha Advisors, LLC 25
Secure Asset Management, LLC 25
Oder Investment Management, LLC 25
Beacon Financial Group 25
Regent Peak Wealth Advisors LLC 25
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 25
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 25
Scientech Research LLC 25
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 25
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 25
Nuveen S&p 500 Dynamic Overwrite Fund 25
Monument Capital Management 25
Algebris (uk) Ltd 25
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 25
Capital A Wealth Management, LLC 25
Personal Capital Advisors Corp 25
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 25
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 25
Copeland Capital Management, LLC 25
SevenBridge Financial Group, LLC 25
Shapiro Robert N 25
PRW Wealth Management LLC 25
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 25
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 25
Callan Family Office, LLC 25
Dixon Hughes Goodman Wealth Advisors LLC 25
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 25
Greenwood Capital Associates Llc 25
Cardan Capital Partners, LLC 25
Breakwater Capital Group 25
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 25
MXMCX - GREAT-WEST FUNDS INC - Great-West Ariel Mid Cap Value Fund Investor Class 25
Kelly Financial Services LLC 25
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 25
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 25
Level Financial Advisors, Inc. 25
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 25
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 25
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 25
Peapack Gladstone Financial Corp 25
First Midwest Bank Trust Division 25
Alaska Permanent Fund Corp 25
Verity Asset Management, Inc. 25
Hussman Strategic Advisors, Inc. 25
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 25
Polaris Capital Management, LLC 25
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 25
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 25
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 25
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 25
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 25
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 25
Insight Wealth Partners, LLC 25
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 25
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 25
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 25
SFE Investment Counsel 25
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 25
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 25
Fort Washington Investment Advisors Inc /oh/ 25
Royce Micro-cap Trust, Inc /md/ 25
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 24
Lake Point Wealth Management 24
MARSHALL WACE ASIA Ltd 24
Hengehold Capital Management Llc 24
Main Street Group, LTD 24
Washington Trust Advisors, Inc. 24
Winch Advisory Services, LLC 24
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 24
AA Financial Advisors, LLC 24
Symphony Financial, Ltd. Co. 24
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 24
Beaumont Financial Advisors, LLC 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 24
Candriam Luxembourg S.C.A. 24
WealthTrak Capital Management LLC 24
Zrc Wealth Management, Llc 24
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 24
Trust Department Mb Financial Bank N A 24
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 24
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 24
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 24
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 24
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 24
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 24
Sage Mountain Advisors LLC 24
Glenview Trust Co 24
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 24
Red Door Wealth Management, LLC 24
Norden Group Llc 24
HoldCo Asset Management, L.P. 24
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 24
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 24
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 24
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 24
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 24
Angel Oak Dynamic Financial Strategies Income Term Trust 24
Niemann Capital Management Inc 24
Old Port Advisors 24
WealthTrust Fairport, LLC 24
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 24
Exencial Wealth Advisors, Llc 24
Wayfinding Financial, LLC 24
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 24
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 24
Private Capital Management Llc 24
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 24
Net Worth Advisory Group 24
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 24
Decade Capital Management Llc 24
Northwest Capital Management Inc 24
Sepio Capital, LP 24
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 24
Virtus ETF Advisers LLC 24
Willingdon Wealth Management 24
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 24
Shine Investment Advisory Services Inc 24
Chilton Capital Management Llc 24
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 24
Oxford Financial Group Ltd 24
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 24
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 24
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 24
Pacific Wealth Strategies Group, Inc. 24
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 24
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 24
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 24
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 24
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 24
Stonebridge Financial Planning Group, LLC 24
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 24
Alpha Windward Llc 24
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 24
Wetzel Investment Advisors, Inc. 24
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 24
Allred Capital Management, LLC 24
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 24
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 24
Polaris Wealth Advisory Group, LLC 24
Graves-Light Private Wealth Management, Inc. 24
Frontier Wealth Management LLC 24
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 24
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 24
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 24
Quest 10 Wealth Builders, Inc. 24
Dearborn Partners Llc 24
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 24
NJ State Employees Deferred Compensation Plan 24
Evolution Wealth Advisors, LLC 24
Win Advisors, Inc 24
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 24
Abich Financial Wealth Management LLC 24
Enlightenment Research, LLC 24
Westport Resources Management Inc 24
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 24
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 24
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 23
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 23
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 23
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 23
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 23
CenterStar Asset Management, LLC 23
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 23
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 23
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 23
Cedar Brook Financial Partners, LLC 23
BRASX - Blackrock Allocation Target Shares - Bats Series S 23
Allen Capital Group, LLC 23
Minerva Advisors LLC 23
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 23
Axiom Investment Management LLC 23
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 23
Counterpoint Mutual Funds LLC 23
Santori & Peters, Inc. 23
Dalton Greiner Hartman Maher & Co 23
Sax Wealth Advisors, Llc 23
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 23
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 23
Wealthgarden F.s. Llc 23
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 23
Ridgewood Investments LLC 23
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 23
Maseco Llp 23
Clearwater Capital Advisors, LLC 23
Blackrock Credit Allocation Income Trust 23
Revolve Wealth Partners, LLC 23
Bell Rock Capital Llc 23
WMS Partners, LLC 23
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 23
PAX Financial Group, LLC 23
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 23
Vivaldi Asset Management, LLC 23
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 23
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 23
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 23
Mainstay Capital Management Llc /adv 23
Crescent Capital Consulting, LLC 23
Harbor Asset Planning, Inc. 23
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 23
Fidelis Capital Partners, LLC 23
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 23
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 23
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 23
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 23
Cerebellum GP, LLC 23
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 23
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 23
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 23
McClarren Financial Advisors, Inc. 23
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 23
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 23
Pineridge Advisors LLC 23
Continental Advisors Llc 23
Fma Advisory Inc 23
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 23
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 23
Index Management Solutions, LLC 23
Heck Capital Advisors, LLC 23
Painted Porch Advisors LLC 23
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 23
Capital Financial Planning, LLC 23
Inscription Capital, LLC 23
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 23
Arrow Financial Corp 23
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 23
John Hancock Income Securities Trust 23
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 23
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 23
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 23
Mascagni Wealth Management, Inc. 23
Fifth Third Wealth Advisors LLC 23
Mid Atlantic Financial Management Inc/adv 23
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 23
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 23
Aj Wealth Strategies, Llc 23
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 23
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 23
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 23
Thomas White International Ltd 23
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 23
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 23
Cantab Capital Partners LLP 23
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 23
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 23
Crestwood Advisors Group LLC 23
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 23
Gateway Advisory, LLC 23
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 23
Syverson Strege & Co 23
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 23
Adirondack Trust Co 23
Stewardship Advisors, LLC 23
TIMOTHY PLAN - Timothy Strategic Variable 23
Columbia Partners L L C Investment Management 23
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 23
Rothschild Investment Corp /il 23
Northwest Wealth Management, Llc 23
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 23
Bragg Financial Advisors, Inc 23
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 23
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 23
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 23
Americana Partners, LLC 23
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 23
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 23
Rockland Trust Co 23
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 23
Sentinel Pension Advisors Inc 23
Collaborative Wealth Managment Inc. 23
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 23
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 23
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 23
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 23
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 23
Bruderman Asset Management, LLC 23
Portside Wealth Group, LLC 23
Signition Lp 23
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 23
Sterling Financial Group, Inc. 23
Patton Albertson Miller Group, Llc 23
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 23
Dfpg Investments, Llc 23
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 23
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 23
SYM FINANCIAL Corp 23
Ruedi Wealth Management, Inc. 23
Eaton Vance Ltd Duration Income Fund 22
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 22
Novare Capital Management Llc 22
American National Bank 22
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 22
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 22
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 22
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 22
Per Stirling Capital Management, LLC. 22
Comprehensive Financial Consultants Institutional, Inc. 22
Formidable Asset Management, LLC 22
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 22
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 22
Vanguard Explorer Fund 22
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 22
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 22
CFS Investment Advisory Services, LLC 22
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 22
Northwestern Mutual Investment Services Llc 22
Geneva Advisors, LLC 22
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 22
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 22
Chatham Capital Group, Inc. 22
SNS Financial Group, LLC 22
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 22
Marietta Wealth Management, LLC 22
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 22
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 22
My Personal CFO, LLC 22
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 22
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 22
JTHIX - James Alpha Funds Trust - James Alpha Total Hedge Portfolio Class I 22
Sun Life Financial Inc 22
Sittner & Nelson, Llc 22
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 22
Sumitomo Mitsui Trust Holdings, Inc. 22
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 22
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 22
Pekin Hardy Strauss, Inc. 22
Treasurer of the State of North Carolina 22
MGB Wealth Management, LLC 22
Qci Asset Management Inc/ny 22
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 22
SBFAX - Trust for Advised Portfolios - 1919 Financial Services Fund Class A 22
RiverFront Investment Group, LLC 22
NorthCrest Asset Manangement, LLC 22
American Institute for Advanced Investment Management, LLP 22
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 22
SpiderRock Advisors, LLC 22
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 22
Gwn Securities Inc. 22
CRA Financial Services, LLC 22
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 22
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 22
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 22
Whitebox Advisors Llc 22
Summit Financial, LLC 22
West Paces Advisors Inc. 22
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 22
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 22
BKM Wealth Management, LLC 22
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 22
Wingate Wealth Advisors, Inc. 22
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 22
First National Trust Co 22
Maverick Capital Ltd 22
Foresters Investment Management Company, Inc. 22
Weaver C. Barksdale & Associates, Inc. 22
Financial Partners Group, Inc 22
Lighthouse Investment Partners, LLC 22
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 22
Richardson Financial Services Inc. 22
Bellwether Advisors, LLC 22
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 22
Aspiriant, Llc 22
4Thought Financial Group Inc. 22
Claudia M.p. Batlle, Crp (r) Llc 22
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 22
Seawolf Capital, LLC 22
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 22
DT Investment Partners, LLC 22
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 22
Argent Capital Management Llc 22
Berkley W R Corp 22
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 22
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 22
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 22
KWB Wealth 22
Hartford Series Fund Inc 22
Bradley Foster & Sargent Inc/ct 22
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 22
SkyView Investment Advisors, LLC 22
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 22
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 22
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 22
SG3 Management, LLC 22
Princeton Capital Management Llc 22
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 22
Philadelphia Trust Co 22
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 22
Cramer Rosenthal Mcglynn Llc 22
Hc Financial Advisors Inc 22
Cary Street Partners Asset Management Llc 22
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 22
West Branch Capital LLC 22
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 22
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 22
Cypress Capital Management LLC (WY) 22
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 22
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 22
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 22
Vestpro Financial Partners, Inc. Dba Cpf Texas 22
Telemus Capital, Llc 22
First PREMIER Bank 22
Chesley Taft & Associates LLC 22
Keeley Asset Management Corp 22
Kapitalo Investimentos Ltda 22
FIL Ltd 22
Caitlin John, LLC 22
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 22
Reby Advisors, LLC 22
StrategIQ Financial Group, LLC 22
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 22
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 22
Park National Corp /oh/ 22
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 22
Latitude Advisors, LLC 22
Shinko Asset Management Co., Ltd. 22
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 22
Lion Street Advisors, LLC 22
AMG National Trust Bank 21
Arden Investment Series Trust 21
Avalon Advisors, Llc 21
Ranger Investment Management, L.P. 21
Munder Series Trust 21
ERn Financial, LLC 21
SYSTM Wealth Solutions LLC 21
McGlone Suttner Wealth Management, Inc. 21
Human Investing LLC 21
Bray Capital Advisors 21
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 21
Joel Isaacson & Co., LLC 21
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 21
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 21
Lehman & Derafelo Financial Resources LLC 21
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 21
Semmax Financial Advisors Inc. 21
First Financial Corp /in/ 21
Davis R M Inc 21
Haverford Trust Co 21
Mesirow Institutional Investment Management, Inc. 21
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 21
Pure Financial Advisors, Inc. 21
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 21
Econ Financial Services Corp 21
S.E.E.D. Planning Group LLC 21
Mark Sheptoff Financial Planning, Llc 21
Cozad Asset Management Inc 21
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 21
Artemis Investment Management LLP 21
O'Dell Group, LLC 21
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 21
Janus Capital Management Llc 21
Pimco Corporate & Income Opportunity Fund 21
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 21
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 21
Live Your Vision, LLC 21
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 21
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 21
Fenimore Asset Management Inc 21
Welch & Forbes Llc 21
Marino, Stram & Associates Llc 21
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 21
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 21
Unique Wealth Strategies, LLC 21
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 21
Persistent Asset Partners Ltd 21
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 21
Truewealth Llc 21
Horizon Investment Services, LLC 21
Icon Wealth Partners, LLC 21
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 21
New Millennium Group LLC 21
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 21
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 21
B. Metzler seel. Sohn & Co. AG 21
Moore Capital Management, Lp 21
Vermillion & White Wealth Management Group, LLC 21
IFC Holdings Incorporated/FL 21
Kelman-Lazarov, Inc. 21
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 21
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 21
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 21
Gideon Capital Advisors, Inc. 21
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 21
GFS Advisors, LLC 21
Straight Path Wealth Management 21
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 21
Farringdon Capital, Ltd. 21
Wetherby Asset Management Inc 21
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 21
Manulife Financial Corp 21
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 21
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 21
Strategic Asset Management, LLC 21
Intrust Bank Na 21
Motley Fool Wealth Management, LLC 21
Hilltop National Bank 21
Channing Capital Management, LLC 21
Buckhead Capital Management Llc 21
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 21
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 21
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 21
Roundview Capital LLC 21
First National Bank Of Omaha 21
Bridgewater Associates, LP 21
Raffles Associates Lp 21
Fcg Advisors, Llc 21
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 21
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 21
Folger Hill Asset Management LP 21
Pacifica Partners Inc. 21
Transform Wealth, LLC 21
Steel Peak Wealth Management LLC 21
Perennial Investment Advisors, LLC 21
Vaughan Nelson Investment Management, L.p. 21
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 21
First Bank & Trust 21
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 21
Baker Tilly Financial, Llc 21
Pinz Capital Management, LP 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 21
Sierra Ocean, Llc 21
Abound Financial, Llc 21
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 21
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 21
Schneider Capital Management Corp 21
Parcion Private Wealth LLC 21
Prosperity Planning, Inc. 21
Capital International Investors 21
Marshall Financial Group LLC 21
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 21
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 21
Banco Santander, S.A. 21
MBOVX - M FUND INC - M Large Cap Value Fund 21
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 21
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 21
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 21
Capital Advisory Group Advisory Services, LLC 21
Founders Capital Management 21
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 21
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 21
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 21
IWB - iSHARES TRUST - iShares Russell 1000 ETF 21
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 21
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 21
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 21
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 21
Pendal Group Ltd 21
Leicht Financial Planning & Wealth Management, Inc. 21
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 21
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 21
DC Investments Management, LLC 21
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 21
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 21
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 21
John Hancock Preferred Income Fund Ii 21
John Hancock Preferred Income Fund Iii 21
John Hancock Preferred Income Fund 21
Columbus Macro, LLC 21
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 21
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 21
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 21
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 21
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 21
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 21
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 21
Werba Rubin Papier Wealth Management 21
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 21
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 20
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 20
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 20
Telemetry Investments, L.L.C. 20
United Community Bank 20
Waldron Private Wealth LLC 20
AMJ Financial Wealth Management 20
Greenline Partners, LLC 20
PFS Partners, LLC 20
Ariadne Wealth Management, LP 20
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 20
AllSquare Wealth Management LLC 20
Monticello Wealth Management, Llc 20
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 20
NOFIX - Northern Funds - Northern Fixed Income Fund 20
Cantor Fitzgerald, L. P. 20
Provenance Wealth Advisors, LLC 20
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 20
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 20
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 20
Cabana Llc 20
MTM Investment Management, LLC 20
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 20
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 20
Running Point Capital Advisors, LLC 20
1492 Capital Management LLC 20
Diametric Capital, LP 20
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 20
Signature Resources Capital Management, LLC 20
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 20
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 20
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 20
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 20
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 20
Sapient Capital Llc 20
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 20
Caas Capital Management Lp 20
Bill Few Associates, Inc. 20
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 20
Engrave Wealth Partners LLC 20
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 20
Blackrock Core Bond Trust 20
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 20
WealthCollab, LLC 20
Rockefeller Financial Services Inc 20
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 20
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 20
Barrett & Company, Inc. 20
Hunter Perkins Capital Management, LLC 20
Consolidated Portfolio Review Corp 20
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 20
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 20
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 20
Ethos Financial Group, LLC 20
B. Metzler seel. Sohn & Co. Holding AG 20
Dividend Asset Capital, Llc 20
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 20
ORG Wealth Partners, LLC 20
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 20
Ogorek Anthony Joseph /ny/ /adv 20
Condor Capital Management 20
Brighthouse Funds Trust II - BlackRock Ultra-Short Term Bond Portfolio Class A 20
NatWest Group plc 20
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 20
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 20
Concorde Asset Management, LLC 20
Higgins & Schmidt Wealth Strategies LLC 20
Bayforest Capital Ltd 20
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 20
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 20
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 20
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 20
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 20
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 20
Pittenger & Anderson Inc 20
Western Financial Corp/CA 20
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 20
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 20
Palouse Capital Management, Inc. 20
Balboa Wealth Partners 20
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 20
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 20
Curian Capital Llc 20
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 20
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 20
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 20
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 20
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 20
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 20
WealthTrust-Arizona, LLC 20
Legacy Wealth Managment, LLC/ID 20
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 20
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 20
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 20
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 20
Tdam Usa Inc. 20
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 20
Missouri Trust & Investment Co 20
Intercontinental Wealth Advisors, LLC 20
Vima Llc 20
Reston Wealth Management Llc 20
SPC Financial, Inc. 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 20
Albion Financial Group /ut 20
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 20
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 20
Cfm Wealth Partners Llc 20
Perkins Coie Trust Co 20
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 20
SOL Capital Management CO 20
Arlington Capital Management, Inc. 20
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 20
Wbh Advisory Inc 20
WealthPlan Investment Management, LLC 20
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 20
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 20
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 20
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 20
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 20
L & S Advisors Inc 20
Tcw Group Inc 20
Pacific Capital Wealth Advisors, Inc 20
Kassirer Asset Management Corp 20
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 20
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 20
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 20
Pinnacle Advisory Group, Inc. 20
Hanlon Investment Management, Inc. 20
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 20
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 20
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 20
Peak6 Llc 20
Trademark Financial Management, LLC 20
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 20
Logan Capital Management Inc 20
Connable Office Inc 20
Hgk Asset Management Inc 20
Foster & Motley Inc 20
S.A. Mason LLC 20
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 20
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 20
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 20
M&g Investment Management Ltd 20
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 20
Magnolia Capital Advisors Llc 20
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 20
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 20
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 20
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 20
Fort Point Capital Partners LLC 20
Decker Retirement Planning Inc. 20
Carolina Wealth Advisors, LLC 20
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 20
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 20
REAP Financial Group, LLC 20
Kaizen Advisory, Llc 20
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 20
Pacific Center for Financial Services 20
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 20
Cim Investment Mangement Inc 20
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 20
BlackRock Capital Allocation Trust 20
Arbiter Partners Capital Management LLC 20
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 20
Eaton Vance Tax Advantaged Global Dividend Income Fund 20
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 19
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 19
Holloway Wealth Management, LLC 19
Gratus Capital LLC 19
Private Capital Management, LLC 19
Elite Wealth Management, Inc. 19
Essex Savings Bank 19
R&F Capital Advisors LP 19
Mountain Capital Investment Advisors, Inc 19
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 19
Invenomic Capital Management LP 19
BlueCrest Capital Management LLP 19
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio I 19
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 19
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 19
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 19
Kiker Wealth Management, LLC 19
Legacy CG, LLC 19
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 19
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 19
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 19
Wellington Shields Capital Management, LLC 19
Nicholas Investment Partners, LP 19
Elevated Capital Advisors, LLC 19
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 19
Insight Advisors, LLC/ PA 19
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 19
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 19
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 19
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 19
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 19
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 19
Jacobus Wealth Management, Inc. 19
Safeguard Financial, LLC 19
TrinityPoint Wealth, LLC 19
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 19
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 19
First Community Trust Na 19
Teachers Insurance & Annuity Association Of America 19
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 19
Highland Capital Management, Llc 19
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 19
Elo Mutual Pension Insurance Co 19
Ironsides Asset Advisors, LLC 19
Provident Wealth Management, LLC 19
Delta Investment Management, LLC 19
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 19
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 19
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 19
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 19
GLG Partners LP 19
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 19
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 19
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 19
Aviance Capital Partners, LLC 19
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 19
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 19
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 19
Headinvest, Llc 19
Cowen Group, Inc. 19
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 19
Studio Investment Management Llc 19
Machina Capital S.a.s. 19
Cabot Wealth Management Inc 19
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 19
Field & Main Bank 19
Centerpoint Advisors, LLC 19
David R. Rahn & Associates Inc. 19
Prosperity Consulting Group, LLC 19
HighPoint Advisor Group LLC 19
SpiderRock Trading LLC 19
IBM Retirement Fund 19
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 19
Corbenic Partners LLC 19
Klingman & Associates, LLC 19
Farmers National Bank 19
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 19
Aspire Wealth Management Corp 19
Milestone Investment Advisors LLC 19
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 19
Flagship Private Wealth, LLC 19
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 19
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 19
Aurora Private Wealth, Inc. 19
Sagefield Capital LP 19
Antonetti Capital Management LLC 19
LBA Wealth Management, LLC 19
VMIDX - VALIC Co I - Mid Cap Index Fund 19
Advisor OS, LLC 19
Godsey & Gibb Associates 19
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 19
VCGAX - VALIC Co I - Growth & Income Fund 19
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 19
Raab & Moskowitz Asset Management LLC 19
Strategic Investment Solutions, Inc. /IL 19
Clarity Asset Management, Inc. 19
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 19
Ithan Creek Master Investors (Cayman), L.P. 19
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF 19
Cornerstone Advisory, LLC 19
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 19
Redwood Financial Network Corp 19
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 19
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 19
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 19
Ambassador Advisors, LLC 19
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 19
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 19
AIEQ - ETF Managers Trust - AI Powered Equity ETF 19
Edge Capital Group, LLC 19
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 19
JNL SERIES TRUST - JNL Bond Index Fund (I) 19
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 19
Man Investments Ltd 19
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 19
Texas Yale Capital Corp. 19
Lenox Wealth Management, Inc. 19
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 19
STXV - EA Series Trust - Strive 1000 Value ETF 19
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 19
Cm Wealth Advisors Llc 19
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 19
Bank of New Hampshire 19
Hexavest Inc. 19
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 19
Central Bank & Trust Co 19
Old North State Trust, LLC 19
Reuter James Wealth Management, Llc 19
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 19
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 19
River & Mercantile Asset Management Llp 19
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 19
Principia Wealth Advisory, LLC 19
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 19
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 19
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 19
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 19
DecisionPoint Financial, LLC 19
Blackrock Multi-sector Income Trust 19
Ballast, Inc. 19
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 19
FHMIX - Federated Hermes Adviser Series - Federated Hermes Conservative Municipal Microshort Fund Institutional Shares 19
FSA Wealth Management LLC 19
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 19
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 19
Kwmg, Llc 19
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 19
Davis Capital Partners, Llc 19
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 19
Orrstown Financial Services Inc 19
CETF - DriveWealth ETF Trust - DriveWealth ICE 100 Index ETF 19
Price Capital Management, Inc. 19
Moody Aldrich Partners Llc 19
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 19
Aries Wealth Management 19
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 19
Leisure Capital Management 19
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 19
Eaton Vance Tax Advantaged Dividend Income Fund 19
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 19
Hanson & Doremus Investment Management 19
MML Series Investment Fund II - MML Equity Rotation Fund Class II 19
Palisade Capital Management Llc/nj 18
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 18
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 18
Profunds - Profund Vp Mid-cap Value 18
Punch & Associates Investment Management, Inc. 18
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 18
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 18
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 18
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 18
Ronald Blue & Co Llc 18
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 18
Clark Asset Management, LLC 18
AXS Investments LLC 18
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 18
CCMG - EA Series Trust - CCM Global Equity ETF 18
Midwest Trust Co 18
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 18
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 18
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 18
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 18
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 18
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 18
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 18
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 18
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 18
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 18
Leo Wealth, LLC 18
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 18
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 18
Main Street Financial Solutions, LLC 18
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 18
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 18
Spring Creek Capital Llc 18
Amplius Wealth Advisors, LLC 18
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 18
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 18
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 18
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 18
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 18
Perritt Capital Management Inc 18
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 18
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 18
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 18
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 18
Fortress Wealth Management, Inc. 18
Taylor, Cottrill, Erickson & Associates, Inc. 18
True Link Financial Advisors, LLC 18
Mcdonald Partners Llc 18
Armbruster Capital Management, Inc. 18
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 18
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 18
Cypress Wealth Services, LLC 18
Strategic Value Bank Partners LLC 18
Alpha Paradigm Partners, LLC 18
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 18
Wealthstreet Investment Advisors, LLC 18
Signal Advisors Wealth, LLC 18
Westfield Capital Management Co Lp 18
Leelyn Smith, LLC 18
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 18
Stadion Money Management, LLC 18
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 18
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 18
ArrowMark Colorado Holdings LLC 18
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 18
Parisi Gray Wealth Management 18
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 18
Genesis Wealth Advisors, LLC 18
Spdr S&p Midcap 400 Etf Trust 18
Wellington Shields & Co., LLC 18
Atlantic Edge Private Wealth Management, LLC 18
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 18
Zullo Investment Group, Inc. 18
Register Financial Advisors LLC 18
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 18
G&S Capital LLC 18
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 18
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 18
Byrne Asset Management LLC 18
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 18
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 18
Biltmore Family Office, LLC 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 18
Santa Fe Partners LLC 18
S. Muoio & Co. Llc 18
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 18
Endicott Management Co 18
Nuveen Variable Rate Preferred & Income Fund 18
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 18
Retirement Planning Group 18
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 18
Southside Capital, Llc 18
Morgan Dempsey Capital Management Llc 18
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 18
Centennial Wealth Advisory LLC 18
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 18
Ceredex Value Advisors LLC 18
Vista Investment Management 18
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 18
Altshuler Shaham Ltd 18
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 18
NOCBX - Northern Funds - Northern Core Bond Fund 18
NOMIX - Northern Funds - Northern Mid Cap Index Fund 18
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 18
Binnacle Investments Inc 18
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 18
Northeast Financial Consultants Inc 18
Main Management LLC 18
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 18
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 18
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 18
Ashfield Capital Partners, LLC 18
Sound Stewardship, LLC 18
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 18
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 18
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 18
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 18
Pentwater Capital Management LP 18
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 18
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 18
Halpern Financial, Inc. 18
Cooper Financial Group 18
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 18
Castle Wealth Management Llc 18
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 18
Truadvice, LLC 18
Clear Perspective Advisors, LLC 18
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 18
Agf Management Ltd 18
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 18
Fulton Bank, N.a. 18
PIMCO FUNDS - PIMCO Sector Fund Series - I 18
Hohimer Wealth Management, Llc 18
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 18
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 18
Gw Henssler & Associates Ltd 18
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 18
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 18
Costello Asset Management, INC 18
Banco Bilbao Vizcaya Argentaria, S.a. 18
Spot Trading L.l.c. 18
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 18
Wade G W & Inc 18
Advisory Resource Group 18
Relative Value Partners Group, LLC 18
Summit X, LLC 18
Drive Wealth Management, Llc 18
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 18
BLB&B Advisors, LLC 18
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 18
American Financial Network Advisory Services Llc 18
Wood Tarver Financial Group, LLC 18
Global Wealth Strategies & Associates 18
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 18
Palladium Partners Llc 18
Caxton Associates Llp 18
Principle Wealth Partners Llc 18
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 18
PQDI - Principal Exchange-Traded Funds - Principal Spectrum Tax-Advantaged Dividend Active ETF 18
KCS Wealth Advisory 18
FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 18
UMPIX - Profunds - Ultramid-cap Profund Investor Class 18
Pimco Dynamic Income Fund 18
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 18
MLPIX - Profunds - Mid-cap Value Profund Investor Class 18
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 18
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 18
MDPIX - Profunds - Mid-cap Profund Investor Class 18
Litman Gregory Asset Management LLC 18
American Financial Group Inc 18
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 18
Hnp Capital Llc 18
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 18
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 18
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 18
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 18
Tokio Marine Asset Management Co Ltd 18
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 18
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 18
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 18
Woodley Farra Manion Portfolio Management Inc 18
Personal Cfo Solutions, Llc 18
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 18
BCJ Capital Management, LLC 18
Pimco Strategic Income Fund, Inc 18
Legacy Capital Group California, Inc. 18
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 18
Nilsine Partners, LLC 18
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 18
Grey Fox Wealth Advisors, LLC 18
OTA Financial Group L.P. 18
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 18
Dowling & Yahnke Llc 18
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 18
MidWestOne Financial Group, Inc. 18
Integre Asset Management, LLC 18
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 18
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 18
Brandes Investment Partners, Lp 18
Pathway Financial Advisers, LLC 18
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 18
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 18
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 18
Silicon Valley Capital Partners 18
Gdl Fund 18
Profunds - Profund Vp Ultramid-cap 18
Delos Wealth Advisors, LLC 18
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 18
Frontier Investment Mgmt Co 18
Clear Point Advisors Inc. 17
Parsons Capital Management Inc/ri 17
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 17
Henrickson Nauta Wealth Advisors, Inc. 17
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 17
PharVision Advisers, LLC 17
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 17
Sullivan, Bruyette, Speros & Blaney, LLC 17
Morton Brown Family Wealth, LLC 17
Glazer Capital, Llc 17
Mayflower Financial Advisors, LLC 17
B&D White Capital Company, LLC 17
Roble, Belko & Company, Inc 17
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 17
Indiana Trust & Investment Management CO 17
Halbert Hargrove Global Advisors, Llc 17
Simmons Bank 17
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 17
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 17
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 17
Hoover Financial Advisors, Inc. 17
QCM Cayman, Ltd. 17
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 17
Meridian Wealth Advisors, LLC 17
Athena Capital Advisors Llc 17
Lumature Wealth Partners, LLC 17
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 17
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 17
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 17
RDA Financial Network 17
Oak Thistle LLC 17
Patriot Investment Management Inc. 17
Discovery Capital Management, Llc / Ct 17
Mizuho Securities Usa Llc 17
Coastline Trust Co 17
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 17
Alesco Advisors Llc 17
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 17
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 17
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 17
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 17
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 17
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 17
Cromwell Holdings LLC 17
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 17
Vaughan David Investments Inc/il 17
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 17
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 17
Jag Capital Management, Llc 17
National Wealth Management Group, LLC 17
Aristotle Capital Boston, LLC 17
Maple Securities Usa Inc 17
Financial Advisory Group 17
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 17
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 17
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 17
CoreFirst Bank & Trust 17
Blue Barn Wealth, LLC 17
Bridgewater Advisors Inc. 17
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 17
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 17
Intersect Capital LLC 17
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 17
Bradley & Co. Private Wealth Management, LLC 17
SFG Wealth Management, LLC. 17
Tru Independence Asset Management 2, Llc 17
Baltimore-Washington Financial Advisors, Inc. 17
Crawford Investment Counsel Inc 17
Financial Strategy Network, LLC 17
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 17
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 17
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 17
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 17
Iowa State Bank 17
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 17
Zwj Investment Counsel Inc 17
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 17
Prostatis Group LLC 17
Next Capital Management LLC 17
Surevest, LLC 17
Delaware Vip Trust - Delaware Vip Value Series Standard Class 17
WT Wealth Management 17
Capital Advisors Inc/ok 17
Onyx Bridge Wealth Group LLC 17
Red Lighthouse Investment Management, Llc 17
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 17
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 17
HighVista Strategies LLC 17
Choate Investment Advisors 17
Barber Financial Group, Inc. 17
Solaris Asset Management Llc 17
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 17
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 17
Trust Co Of Toledo Na /oh/ 17
Ironwood Wealth Management, LLC. 17
Legacy Investment Solutions, LLC 17
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 17
Armis Advisers, LLC 17
Tlp Group Llc 17
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 17
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 17
Ferris Capital, Llc 17
Perpetual Ltd 17
Westover Capital Advisors, LLC 17
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 17
Laurel Wealth Planning LLC 17
1st Source Bank 17
Bank Of Hawaii 17
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 17
Cobblestone Capital Advisors Llc /ny/ 17
Urban Wealth Management, LLC 17
TAP Consulting, LLC 17
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 17
Reinhart Partners, Inc. 17
Meiji Yasuda Asset Management Co Ltd. 17
XML Financial, LLC 17
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class 17
Geduld E E 17
Butensky & Cohen Financial Security, Inc 17
E. Ohman J:or Asset Management AB 17
Integrity Alliance, Llc. 17
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 17
FundVantage Trust - Verplanck Balanced Fund 17
Mangrove Partners 17
CFICX - CALVERT FUND - Calvert Income Fund Class A 17
Argent Financial Group, Inc. 17
DLD Asset Management, LP 17
TFG Advisers LLC 17
Pimco Income Strategy Fund Ii 17
Global Assets Advisory, LLC 17
Financial Network Wealth Management LLC 17
JDM Financial Group LLC 17
Pennsylvania Trust Co 17
Retirement Income Solutions, Inc 17
Red Spruce Capital, LLC 17
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 17
Pathway Financial Advisors LLC 17
Peoples Financial Services Corp. 17
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 17
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 17
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 17
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 17
Banco de Sabadell, S.A 17
Hodges Capital Management Inc. 17
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 17
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 17
GM Advisory Group, Inc. 17
Sentinel Trust Co Lba 17
Synergy Investment Management, LLC 17
Pimco Corporate & Income Strategy Fund 17
Mid Continent Capital Llc/il 17
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 17
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 17
John G Ullman & Associates Inc 17
Opulen Financial Group LLC 17
Financial Perspectives, Inc 17
Lehman Financial Resources, Inc. 17
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 17
Fermata Advisors, LLC 17
Schafer Cullen Capital Management Inc 17
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 17
Financial Connections Group, Inc. 17
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 17
Sagespring Wealth Partners, Llc 17
Anchor Capital Advisors Llc 17
TFB Advisors LLC 17
Balasa Dinverno & Foltz Llc 17
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 17
Islay Capital Management, Llc 17
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 17
Ckw Financial Group 17
Callan Capital, LLC 17
Fwl Investment Management, Llc 17
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class 17
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 17
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 17
Braun-Bostich & Associates Inc. 17
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 17
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 17
First City Capital Management, Inc. 17
Oakbrook Investments Llc 17
Capital Wealth Alliance, LLC 17
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 17
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 17
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 17
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 17
Northwest Bancshares, Inc. 17
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 17
JTHAX - SARATOGA ADVANTAGE TRUST - James Alpha Total Hedge Portfolio Class A Shares 17
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F 17
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 17
Amica Mutual Insurance Co 17
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 17
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 17
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 17
Empower Advisory Group, LLC 17
S&t Bank/pa 17
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 17
Wealth Advisory Solutions, LLC 17
DAACX - Adviser Managed Trust - Diversified Equity Fund 17
Sage Advisory Services, Ltd.Co. 17
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 17
Achievement Holdings L.P. 17
Integral Derivatives, LLC 17
Crabel Capital Management, LLC 17
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 17
6 Meridian 17
Lee Danner & Bass Inc 17
Harborview Advisors, LLC 17
Kilter Group LLC 17
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 17
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 17
Silicon Hills Wealth Management, LLC 17
Stokes Family Office, LLC 16
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 16
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 16
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 16
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 16
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 16
Affinity Wealth Management Llc 16
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 16
Brand Asset Management Group, Inc. 16
Morris Financial Concepts, Inc. 16
BlackRock Credit Strategies Fund 16
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 16
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 16
WealthStone, Inc. 16
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 16
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 16
Boenning & Scattergood, Inc. 16
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 16
Ti-trust, Inc 16
Occidental Asset Management, LLC 16
Natixis Investment Managers International 16
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 16
Wealthstar Advisors, Llc 16
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 16
BW Gestao de Investimentos Ltda. 16
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 16
Eagle Boston Investment Management Inc 16
Portfolio Strategies, Inc. 16
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 16
Tredje AP-fonden 16
Manager Directed Portfolios - Pemberwick Fund Shares 16
Lebenthal Asset Management, LLC 16
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 16
Redmond Asset Management, LLC 16
Bank Julius Baer & Co. Ltd, Zurich 16
Sphinx Trading, Lp 16
Palladiem, Llc 16
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 16
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 16
WESPAC Advisors SoCal, LLC 16
Valicenti Advisory Services Inc 16
Private Management Group Inc 16
Grandeur Peak Global Advisors, LLC 16
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 16
Acrisure Capital Management, LLC 16
Greenup Street Wealth Management Llc 16
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 16
Evolution Advisers, Inc. 16
Garde Capital, Inc. 16
Handelsinvest Investeringsforvaltning 16
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 16
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 16
Brio Consultants, LLC 16
Clarus Wealth Advisors 16
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 16
Planning Capital Management Corp 16
Stock Yards Bank & Trust Co 16
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 16
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 16
Royal London Asset Management Ltd 16
Swedbank AB 16
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 16
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 16
West Oak Capital, LLC 16
Laidlaw Wealth Management LLC 16
Mizuho Trust & Banking Co., Ltd. 16
Tributary Capital Management, LLC 16
Jackson, Grant Investment Advisers, Inc. 16
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 16
AlTi Global, Inc. 16
Oxler Private Wealth LLC 16
Signature Securities Group Corporation 16
SummitTX Capital, L.P. 16
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 16
Canandaigua National Bank & Trust Co 16
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 16
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 16
Canvas Wealth Advisors, LLC 16
Paradigm Financial Partners, Llc 16
ID Management A/S 16
InterOcean Capital Group, LLC 16
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 16
Colton Groome Financial Advisors, Llc 16
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 16
Sunpointe, LLC 16
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 16
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 16
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 16
Loeb Offshore Management LP 16
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 16
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 16
3D/L Capital Management, LLC 16
MPS Loria Financial Planners, LLC 16
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 16
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 16
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 16
Lam Group, Inc. 16
BlueMar Capital Management, LLC 16
Arq Wealth Advisors, Llc 16
MML Series Investment Fund II - MML Blend Fund Initial Class 16
Sensible Money, LLC 16
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 16
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 16
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 16
New England Asset Management Inc 16
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 16
North Ridge Wealth Advisors, Inc. 16
Blackrock Ltd Duration Income Trust 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 16
Bridge Advisory, LLC 16
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 16
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 16
Kula Investments, LLC 16
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 16
Sierra Capital LLC 16
USVT - Ultimus Managers Trust - US VALUE ETF 16
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 16
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 16
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 16
Madison Investment Holdings Inc 16
Redwood Wealth Management Group, LLC 16
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 16
Blue Arrow Capital Management Llc 16
Summit Investment Advisory Services, LLC 16
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 16
Brown, Lisle/cummings, Inc. 16
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 16
Index Fund Advisors, Inc. 16
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 16
Cavalier Investments, LLC 16
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 16
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 16
Accuvest Global Advisors 16
U S Global Investors Inc 16
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 16
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 16
Samlyn Capital, Llc 16
Algebris Investments (UK) LLP 16
Fragasso Group Inc. 16
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 16
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 16
Scoria Capital Partners LP 16
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 16
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 16
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 16
Greenwich Investment Management, Inc. 16
SMI Advisory Services, LLC 16
Bahl & Gaynor Inc 16
Encompass Wealth Advisors, Llc 16
Korea Investment CORP 16
John Hancock Premium Dividend Fund 16
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 16
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 16
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 16
Citizens & Northern Corp 16
Biltmore Capital Advisors LLC 16
Country Club Trust Company, n.a. 16
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 16
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 16
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 16
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 16
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 16
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 16
Pin Oak Investment Advisors Inc 16
Nwq Investment Management Company, Llc 16
Future Financial Wealth Managment LLC 16
Nicolet Advisory Services, Llc 16
Rebalance, Llc 16
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 16
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 16
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 16
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 16
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 16
Staley Capital Advisers Inc 16
Watershed Asset Management, L.L.C. 16
BankPlus Trust Department 16
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 16
Brant Point Investment Management Llc 16
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 16
Empirical Finance, LLC 16
Cowen And Company, Llc 16
YANKCOM Partnership 16
F3Logic, LLC 16
First Eagle Investment Management, LLC 16
MJT & Associates Financial Advisory Group, Inc. 16
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 16
Diversified, LLC 16
Willow Creek Wealth Management Inc. 16
Westchester Capital Management, LLC 16
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 16
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 16
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 16
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 16
Amica Retiree Medical Trust 16
Stilwell Joseph 16
Walker Asset Management, LLC 16
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 16
Premia Global Advisors, Llc 16
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 16
Bangor Savings Bank 16
High Net Worth Advisory Group LLC 16
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 16
Truepoint, Inc. 16
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 16
Cypress Point Wealth Management, LLC 16
Curio Wealth, Llc 16
Hillcrest Asset Management LLC 16
Austin Wealth Management, LLC 16
Horan Capital Advisors, LLC. 16
Fernwood Investment Management, LLC 16
HWG Holdings LP 16
AVVYX - AMERICAN CENTURY VARIABLE PORTFOLIOS INC - VP Avantis Global Equity Allocation Fund Y Class 16
Paragon Wealth Strategies, LLC 16
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 16
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 15
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 15
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 15
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 15
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 15
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 15
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 15
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 15
Noble Wealth Management PBC 15
Collier Financial 15
Bay Pond Partners, L.P. 15
Ada Investment Management, LP 15
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 15
Cannon Financial Strategists, Inc. 15
Diversify Wealth Management, Llc 15
Chris Bulman Inc 15
Portolan Capital Management, LLC 15
Diamond Hill Capital Management Inc 15
POM Investment Strategies, LLC 15
FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund 15
Hirtle Callaghan & Co LLC 15
Transcendent Capital Group LLC 15
Wexford Capital Lp 15
Able Wealth Management LLC 15
Stoneridge Investment Partners Llc 15
Bollard Group LLC 15
Oceanside Advisors LLC 15
Victory Financial Group, Llc 15
Lowe Wealth Advisors, LLC 15
Kodai Capital Management LP 15
Apollon Financial, LLC 15
Iat Reinsurance Co Ltd. 15
Us Financial Advisors, Llc 15
Evergreen Private Wealth LLC 15
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 15
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 15
Trust Point Inc. 15
Delphi Management Inc /ma/ 15
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 15
AVMA - AMERICAN CENTURY ETF TRUST - Avantis Moderate Allocation ETF 15
Strategy Asset Managers Llc 15
Commonwealth Financial Services, LLC 15
Sit Investment Associates Inc 15
Titleist Asset Management, Llc 15
Goodman Financial Corp 15
Avalon Trust Co 15
BIP Wealth, LLC 15
Sumitomo Mitsui DS Asset Management Company, Ltd 15
Thomasville National Bank 15
V-Square Quantitative Management LLC 15
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 15
Stewart West Indies Trading Co., Ltd 15
Meeder Advisory Services, Inc. 15
Evensky & Katz LLC 15
Conning Inc. 15
McKinley Carter Wealth Services, Inc. 15
Tanglewood Legacy Advisors, LLC 15
Annex Advisory Services, LLC 15
Isthmus Partners, Llc 15
Colorado Capital Management, Inc. 15
Triangle Securities Wealth Management 15
Family Asset Management, LLC 15
Acropolis Investment Management, LLC 15
New England Research & Management, Inc. 15
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 15
Gulf International Bank (UK) Ltd 15
Beacon Investment Advisory Services, Inc. 15
Gallagher Fiduciary Advisors, LLC 15
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 15
Resurgent Financial Advisors LLC 15
Country Club Bank /gfn 15
Covenant Multifamily Offices, LLC 15
Greenwich Wealth Management LLC 15
Bremer Trust National Association 15
Skylands Capital, LLC 15
Curbstone Financial Management Corp 15
Piershale Financial Group, Inc. 15
Ionic Capital Management LLC 15
Karlinski Andrew C 15
Fairfield, Bush & Co. 15
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 15
Kiwi Wealth Investments Limited Partnership 15
Brookwood Investment Group LLC 15
USS Investment Management Ltd 15
Mbb Public Markets I Llc 15
Matrix Private Capital Group Llc 15
Boston Provident, L.p. 15
True North Advisors, LLC 15
CarsonAllaria Wealth Management, Ltd. 15
North Capital, Inc. 15
Granite Investment Partners, LLC 15
Bristlecone Advisors, LLC 15
Riverwater Partners LLC 15
Paladin Advisory Group, LLC 15
Systelligence, LLC 15
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 15
Highland Private Wealth Management 15
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 15
Invst, LLC 15
Kb Financial Partners, Llc 15
Strategic Capital Alternatives LLC 15
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 15
Kozak & Associates, Inc. 15
Colonial River Wealth Management, LLC 15
Waterfront Wealth Inc. 15
Standard Family Office LLC 15
Alerus Financial Na 15
Ellsworth Advisors, LLC 15
GenTrust, LLC 15
Black Swift Group, LLC 15
Falcon Wealth Planning 15
Total Investment Management Inc 15
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 15
Western Standard LLC 15
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 15
Sapience Investments, LLC 15
111 Capital 15
Bluefin Capital Management, Llc 15
Wsfs Capital Management, Llc 15
Bft Financial Group, Llc 15
PenderFund Capital Management Ltd. 15
Quantedge Capital Pte Ltd 15
Elevation Series Trust - RiverNorth Patriot ETF 15
Unison Advisors LLC 15
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 15
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 15
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 15
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 15
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 15
Blackrock Corporate High Yield Fund, Inc. 15
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 15
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 15
Virtus Global Dividend & Income Fund Inc. 15
Jackson Square Capital, Llc 15
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 15
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 15
Core Bond Portfolio - Core Bond Portfolio 15
HighMark Wealth Management LLC 15
Maltin Wealth Management, Inc. 15
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 15
Argent Advisors, Inc. 15
MERVX - MERGER FUND VL - The Merger Fund VL 15
Cinctive Capital Management LP 15
Aprio Wealth Management, LLC 15
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 15
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 15
Wealth Alliance 15
Mattern Wealth Management LLC 15
Delaware Enhanced Global Dividend & Income Fund 15
Gill Capital Partners, Llc 15
XY Planning Network, Inc. 15
Global Income Builder Portfolio - Global Income Builder Portfolio 15
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 15
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 15
Calamos Global Total Return Fund 15
Financial Advisory Corp /ut/ /adv 15
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 15
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 15
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 15
Lake Street Advisors Group, Llc 15
Smart Money Group LLC 15
SWS Partners 15
Brasada Capital Management, Lp 15
Solstein Capital, LLC 15
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 15
E Six Thirteen, Llc 15
Accredited Wealth Management, LLC 15
Silvant Capital Management LLC 15
Marshall & Sterling Wealth Advisors Inc. 15
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 15
Pflug Koory, LLC 15
Canton Hathaway, LLC 15
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 15
Strategic Family Wealth Counselors, L.L.C. 15
Lineweaver Wealth Advisors, LLC 15
Pasadena Private Wealth, LLC 15
Abundance Wealth Counselors 15
Ossiam 15
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 15
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 15
Voleon Capital Management Lp 15
Bremer Bank National Association 15
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 15
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 15
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 15
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 15
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 15
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 15
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 15
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 15
Quantessence Capital LLC 15
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 15
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 15
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 15
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 15
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 15
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 15
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 15
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 15
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 15
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 15
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 15
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 15
TRANSAMERICA FUNDS - Transamerica Core Bond I2 15
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 15
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 15
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 15
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 15
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 15
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 15
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 15
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 15
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 15
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 15
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 15
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 15
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 15
Profunds - Profund Vp Mid-cap Growth 15
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 15
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 15
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 15
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 15
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 15
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 15
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 15
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 15
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 15
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 15
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 15
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 15
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 15
SFBPX - GREAT-WEST FUNDS INC - Great-West SecureFoundation Balanced ETF Fund Class A 15
MML Series Investment Fund II - MML Equity Fund Initial Class 15
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 15
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 15
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 15
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 15
Integrated Quantitative Investments LLC 15
Aureus Asset Management, LLC 14
Ingalls & Snyder Llc 14
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 14
Seeds Investor Llc 14
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 14
Schutz Anton Villars 14
Axiom International Investors Llc /de 14
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 14
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 14
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 14
Capital Management Associates /ny/ 14
Duncan Williams Asset Management, LLC 14
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 14
Timber Creek Capital Management LLC 14
Strid Group, LLC 14
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 14
Davidson Investment Advisors 14
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 14
Charles Schwab Investment Advisory, Inc. 14
BTC Capital Management, Inc. 14
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 14
Cypress Capital Group 14
Icon Wealth Advisors, LLC 14
Nuveen Tax-advantaged Dividend Growth Fund 14
Sfmg, Llc 14
Capasso Planning Partners LLC 14
Legend Financial Advisors, Inc. 14
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 14
Affiance Financial, LLC 14
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 14
Waypoint Capital Advisors, LLC 14
Nissay Asset Management Corp /japan/ /adv 14
Advisors Management Group Inc /adv 14
Napa Wealth Management 14
Jump Trading, Llc 14
Core Wealth Advisors, Inc. 14
Athanor Capital, Lp 14
Rs Investment Trust 14
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 14
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 14
Aire Advisors, Llc 14
Goelzer Investment Management, Inc. 14
Castle Rock Wealth Management, LLC 14
FundX Investment Group, LLC 14
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 14
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 14
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 14
SC&H Financial Advisors, Inc. 14
Whitnell & Co. 14
Quadcap Wealth Management, LLC 14
MXGMX - GREAT-WEST FUNDS INC - Great-West U.S. Government Securities Fund Investor Class 14
Freestone Grove Partners LP 14
Kiley Juergens Wealth Management, Llc 14
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 14
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 14
CenterBook Partners LP 14
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 14
Grimes & Company, Inc. 14
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 14
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 14
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 14
Maia Wealth LLC 14
Cloud Capital Management, LLC 14
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 14
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 14
XR Securities LLC 14
Redmont Wealth Advisors Llc 14
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 14
Breogan Capital, Lp 14
Lucia Wealth Services, Llc 14
Tilia Fiduciary Partners, Inc. 14
Alphasimplex Group, Llc 14
RHJ International SA 14
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 14
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 14
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 14
Prentiss Smith & Co Inc 14
K.J. Harrison & Partners Inc 14
Charter Trust Co 14
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 14
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 14
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 14
Prosperity Financial Group, Inc. 14
Orser Capital Management, Llc 14
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 14
TPG Financial Advisors, LLC 14
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 14
Old Point Trust & Financial Services N A 14
Gyl Financial Synergies, Llc 14
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 14
Calvert Impact Fund Inc 14
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 14
Shepherd Financial Partners LLC 14
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 14
Cortina Funds, Inc. 14
River Street Advisors LLC 14
1 North Wealth Services Llc 14
Investment Research & Advisory Group, Inc. 14
Qtron Investments LLC 14
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 14
Windsor Capital Management, LLC 14
Roman Butler Fullerton & Co 14
Dai-Ichi Life Insurance Company, Ltd 14
Point72 Europe (London) LLP 14
Harvest Investment Services, LLC 14
BlackRock ETF Trust II - BlackRock Flexible Income ETF 14
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 14
IFS Advisors, LLC 14
ERTS Wealth Advisors, LLC 14
Richards, Merrill & Peterson, Inc. 14
Crow Point Partners, LLC 14
Atala Financial Inc 14
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 14
L2 Asset Management, LLC 14
DnB Asset Management AS 14
J. Goldman & Co LP 14
Clear Perspectives Financial Planning, LLC 14
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 14
Pacific Asset Management, LLC 14
Soltis Investment Advisors LLC 14
Western Financial Corporation 14
Psagot Investment House Ltd. 14
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 14
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 14
Rs Investment Management Co Llc 14
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 14
Ritter Daniher Financial Advisory LLC / DE 14
Tobam 14
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 14
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 14
Kavar Capital Partners Group, Llc 14
Cantor Fitzgerald Investment Adviser L.p. 14
Columbia Wanger Asset Management Llc 14
Camden Capital, LLC 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 14
Crescent Grove Advisors, LLC 14
Pine Valley Investments Ltd Liability Co 14
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 14
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 14
Levy Wealth Management Group, LLC 14
Ntv Asset Management Llc 14
Insigneo Advisory Services, Llc 14
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 14
Comprehensive Financial Planning, Inc./PA 14
Hager Investment Management Services, Llc 14
Topsail Wealth Management, LLC 14
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 14
Oppenheimer Variable Account Funds 14
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 14
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 14
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 14
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 14
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 14
Lisanti Capital Growth, LLC 14
Legacy Wealth Management, LLC / MS 14
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 14
Ballast Advisors Llc 14
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 14
Harfst & Associates, Inc. 14
IPPP - Listed Funds Trust - Preferred-Plus ETF 14
Legacy Capital Wealth Partners, LLC 14
Altfest L J & Co Inc 14
Signator Financial Services, Inc. 14
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 14
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 14
Blackrock Master Llc 14
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 14
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 14
Pimco Income Strategy Fund 14
Reliance Trust Co Of Delaware 14
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 14
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 14
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 14
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 14
Castleark Management Llc 14
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 14
Barrett Asset Management, LLC 14
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 14
Oppenheimer Small Cap Value Fund 14
NOLVX - Northern Funds - Northern Large Cap Value Fund 14
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 14
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 14
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 14
Deerfield Management Company, L.p. (series C) 14
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 14
Shakespeare Wealth Management, Inc. 14
Valley Brook Capital Group, Inc. 14
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 14
Dixon Hubard Feinour & Brown Inc/va 14
Lake Street Financial Llc 14
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 14
Glovista Investments LLC 14
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 14
Everhart Financial Group, Inc. 14
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 14
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 14
John Hancock Tax-advantaged Dividend Income Fund 14
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 14
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 14
Tax-managed Global Small-cap Portfolio 14
Vertex Planning Partners, LLC 14
Trillium Asset Management, Llc 14
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 14
Roosevelt Investment Group Llc 14
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 14
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 14
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 14
Jpmorgan Trust Iii 14
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 14
Retireful, LLC 14
Comerica Securities Inc 14
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 14
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 14
Foundry Financial Group, Inc. 14
Sarver Vrooman Wealth Advisors 14
Icon Advisers Inc/co 14
Cna Financial Corp 14
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 14
MBM Wealth Consultants, LLC 14
Lantz Financial LLC 14
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 14
Ferguson Wellman Capital Management, Inc 14
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 14
Ninety One UK Ltd 14
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 14
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 14
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 14
Welch Group, LLC 14
WorthPointe, LLC 14
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 14
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 14
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 14
Stonehearth Capital Management, LLC 14
Lombard Odier Asset Management (Switzerland) SA 14
Cohen & Steers Infrastructure Fund Inc 14
Kings Path Partners LLC 14
Amica Pension Fund Board Of Trustees 14
Copia Wealth Management 14
Summit Financial Wealth Advisors, LLC 14
UniSuper Management Pty Ltd 14
Consolidated Planning Corp 14
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 14
Berkshire Asset Management Llc/pa 14
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 14
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 14
Artisan Partners Limited Partnership 14
Fort, L.p. 14
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 14
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 14
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 14
Fort Sheridan Advisors Llc 14
CHURCHILL MANAGEMENT Corp 14
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 14
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 14
Natural Investments, Llc 14
Donoghue Forlines LLC 14
Century Capital Management, LLC 14
PIMCO FUNDS - PIMCO Low Duration Portfolio 14
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 14
AHIVX - American Century Investment Trust - High Income Fund Investor Class 14
Efficient Advisors, LLC 14
Gateway Investment Advisers Llc 14
eCIO, Inc. 14
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 14
CFO4Life Group, LLC 14
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 14
Walkner Condon Financial Advisors LLC 14
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 14
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 14
Winnow Wealth Llc 14
B.O.S.S. Retirement Advisors, LLC 14
Linden Thomas Advisory Services, LLC 14
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 14
Aberdeen Asset Management Plc/uk 14
Monetary Management Group Inc 13
Cascade Financial Partners, LLC 13
White Pine Capital Llc 13
Wcm Investment Management, Llc 13
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 13
Y.D. More Investments Ltd 13
Team Hewins, LLC 13
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 13
SigFig Wealth Management, LLC 13
Relyea Zuckerberg Hanson LLC 13
Keystone Global Partners, LLC 13
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 13
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 13
JAHSX - James Alpha Funds Trust - James Alpha EHS Fund Class R6 13
Private Portfolio Partners Llc 13
Graney & King, LLC 13
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES 13
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 13
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 13
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 13
Zhang Financial LLC 13
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 13
Detalus Advisors, LLC 13
AVGE - AMERICAN CENTURY ETF TRUST - Avantis All Equity Markets ETF 13
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 13
Teamwork Financial Advisors, LLC 13
Winton Capital Management Ltd 13
Beacon Pointe Wealth Advisors, Llc 13
Elmwood Wealth Management, Inc. 13
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 13
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 13
IMS Capital Management 13
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 13
Huber Capital Management LLC 13
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 13
Tiaa Cref Trust Co Fsb/mo 13
Northwest Quadrant Wealth Management, LLC 13
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 13
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 13
First United Bank Trust/ 13
Tradewinds, LLC. 13
Haven Private, LLC 13
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 13
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 13
Madison Asset Management, LLC 13
Appleton Partners Inc/ma 13
Broadview Advisors Llc 13
AT Bancorp 13
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 13
VVMCX - VALIC Co I - Mid Cap Value Fund 13
Prevail Innovative Wealth Advisors, Llc 13
Cardinal Capital Management Llc /ct 13
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 13
Wambolt & Associates, LLC 13
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 13
Kades & Cheifetz LLC 13
Cranbrook Wealth Management, LLC 13
Americafirst Capital Management, Llc 13
Cowa, Llc 13
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 13
Banta Asset Management Lp 13
Stancorp Investment Advisers Inc 13
Firestone Capital Management 13
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 13
M&G Plc 13
Alhambra Investment Partners LLC 13
Guggenheim Strategic Opportunities Fund 13
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 13
Horizon Kinetics LLC 13
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 13
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 13
Abc Arbitrage Sa 13
Turtle Creek Wealth Advisors, LLC 13
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 13
Gilder Gagnon Howe & Co Llc 13
Mma Asset Management Llc 13
Cutter & CO Brokerage, Inc. 13
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional 13
Compass Ion Advisors, LLC 13
Miller Howard Investments Inc /ny 13
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 13
Meridian Financial Partners LLC 13
Stockman Wealth Management, Inc. 13
Hartford Financial Management Inc. 13
Financial Insights, Inc. 13
Virtus Global Multi-sector Income Fund 13
Connecticut Wealth Management, LLC 13
PFG Private Wealth Management, LLC 13
Townsend Asset Management Corp /nc/ /adv 13
Redwood Park Advisors LLC 13
FC Advisory LLC 13
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares 13
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 13
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 13
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 13
Endeavor Private Wealth, Inc. 13
Equitec Proprietary Markets, Llc 13
Monterey Private Wealth, Inc. 13
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 13
Carr Financial Group Corp 13
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 13
Champlain Investment Partners, LLC 13
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 13
Lebenthal Global Advisors, LLC 13
Evexia Wealth Llc 13
Iron Financial, LLC 13
Davis Investment Partners, LLC 13
Fundamentun, Llc 13
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 13
Capital Directions Investment Advisors, LLC 13
Global X Management CO LLC 13
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 13
Heartwood Wealth Advisors LLC 13
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 13
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 13
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 13
Aua Capital Management, Llc 13
Kickstand Ventures, Llc. 13
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 13
First American Trust, Fsb 13
Steinberg Global Asset Management 13
Arlington Financial Advisors, LLC 13
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 13
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 13
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 13
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 13
Freedman Financial Associates, Inc. 13
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 13
Global Endowment Management, LP 13
Capital Impact Advisors, LLC 13
Peddock Capital Advisors, Llc 13
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 13
Pimco High Income Fund 13
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 13
Rainier Investment Management Llc 13
Phoenix Holdings Ltd. 13
Kellner Capital, LLC 13
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 13
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 13
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 13
Actinver Wealth Management, Inc. 13
Howard Financial Services, Ltd. 13
Wealth Alliance Advisory Group, LLC 13
Goldstone Financial Group, LLC 13
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 13
Burns Matteson Capital Management, LLC 13
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 13
Mairs & Power Inc 13
Ironwood Investment Management Llc 13
Cox Capital Mgt LLC 13
Matthew Goff Investment Advisor, LLC 13
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 13
Courage Miller Partners, LLC 13
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF 13
Bard Financial Services, Inc. 13
Risk Paradigm Group, LLC 13
Keebeck Wealth Management, LLC 13
Spears Abacus Advisors LLC 13
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 13
Financial Consulate, Inc 13
Lockerman Financial Group, Inc. 13
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 13
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 13
Citizens Business Bank 13
New Potomac Partners, LLC 13
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 13
Idaho Trust Bank 13
First Fiduciary Investment Counsel, Inc. 13
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 13
Parkside Investments, LLC 13
Tiverton Asset Management Llc 13
S.C. Financial Services, Inc. 13
Bainco International Investors 13
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 13
Mountain Pacific Investment Advisers Inc/id 13
RKL Wealth Management LLC 13
Desjardins Global Asset Management Inc. 13
Clarius Group, LLC 13
Milestone Asset Management, Llc 13
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 13
Jump Trading, LLC 13
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 13
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 13
Mystic Asset Management, Inc. 13
Tradeworx Inc. 13
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 13
LVW Advisors, LLC 13
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 13
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 13
Quantitative Advantage, LLC 13
Brown Advisory Securities, LLC 13
Enterprise Trust & Investment Co 13
Gs Investments, Inc. 13
Eubel Brady & Suttman Asset Management Inc 13
Shay Capital LLC 13
Prio Wealth Limited Partnership 13
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 13
Coordinated Financial Services, Inc./CO 13
Calamos Global Dynamic Income Fund 13
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 13
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 13
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 13
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 13
Precision Wealth Strategies, LLC 13
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 13
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 13
Bank Hapoalim Bm 13
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 13
Windsor Group LTD 13
Castle Creek Capital Partners Iv, Lp 13
Richard W. Paul & Associates, LLC 13
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 13
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 13
PUTNAM FUNDS TRUST - Putnam Short Term Investment Fund Class P 13
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 13
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 13
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 13
IPG Investment Advisors LLC 13
Family Management Corp 13
MorganRosel Wealth Management, LLC 13
Caliber Wealth Management, LLC / KS 13
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 13
Ameliora Wealth Management Ltd. 13
Burleson & Company, LLC 13
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 13
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 13
Beryl Capital Management LLC 13
Sonen Capital LLC 13
Jackson Wealth Management, LLC 13
Sterneck Capital Management, LLC 13
Empirical Asset Management, LLC 13
Authentikos Wealth Advisory, LLC 13
CapWealth Advisors, LLC 13
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 13
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 13
Joseph Group Capital Management 13
McNamara Financial Services, Inc. 13
Visionary Asset Management, Inc. 13
Stonehage Fleming Financial Services Holdings Ltd 13
J.P. Turner & Co Capital Mnagement, LLC 13
Cidel Asset Management Inc 13
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 13
Taylor Hoffman Wealth Management 13
Franklin Street Advisors Inc /nc 13
Metis Global Partners, LLC 13
Traphagen Investment Advisors Llc 13
Life Planning Partners, Inc 13
Precedent Wealth Partners, Llc 13
Sawgrass Asset Management Llc 13
Sanders Morris Harris Llc 13
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 13
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 13
Gabelli Equity Series Funds Inc 13
Aft, Forsyth & Company, Inc. 13
M3 Partners Lp 13
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 13
Stephenson National Bank & Trust 13
Carillon Tower Advisers, Inc. 13
Stanley-Laman Group, Ltd. 13
Cullen Capital Management, LLC 13
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 13
Winthrop Partners - Wny, Llc 13
Mfs Multimarket Income Trust 13
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 13
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 13
Howard Capital Management Inc. 13
CAP Partners, LLC 13
FEDERATED CORE TRUST - Emerging Markets Core Fund 13
Oppenheimer & Close, LLC 13
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 13
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 13
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 13
Vivaldi Capital Management, LLC 13
Rocky Mountain Advisers, Llc 13
Beacon Financial Advisory LLC 13
CHICAGO TRUST Co NA 13
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 13
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 13
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 13
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 13
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 13
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 13
Omega Financial Group, LLC 13
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 12
Oppenheimer Quest For Value Funds 12
Leap Investments Lp 12
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 12
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 12
Stegent Equity Advisors, Inc. 12
Advance Capital I Inc 12
Vermillion Wealth Management, Inc. 12
Morningstar Investment Services LLC 12
Evolution Wealth Management Inc. 12
Ulland Investment Advisors, LLC 12
G2 Capital Management, Llc / Oh 12
Fmb Wealth Management 12
Manning & Napier Advisors Llc 12
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 12
Summit Wealth Partners, LLC 12
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 12
CMH Wealth Management LLC 12
Legacy Wealth Asset Management, LLC 12
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 12
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 12
Grand Wealth Management, Llc 12
TruNorth Capital Management, LLC 12
Paragon Advisors, LLC 12
St. Johns Investment Management Company, LLC 12
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 12
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C 12
Intellectus Partners, LLC 12
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 12
Smith Group Asset Management, LLC 12
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 12
Clifford Swan Investment Counsel Llc 12
Voya Global Advantage & Premium Opportunity Fund 12
Sivia Capital Partners, LLC 12
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 12
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 12
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 12
Relative Value Fund 12
Blue Sky Asset Management, LLC 12
Haber Trilix Advisors, Lp 12
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 12
BTG Pactual Global Asset Management Ltd 12
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 12
Foster Dykema Cabot & Co Inc/ma 12
Capitolis Advisors LLC 12
Smith & Howard Wealth Management, LLC 12
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 12
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 12
Marathon Trading Investment Management LLC 12
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 12
Vigilare Wealth Management 12
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 12
MMPEX - MAINSTAY FUNDS TRUST - MainStay ESG Multi-Asset Allocation Fund SIMPLE Class 12
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 12
Howard Hughes Medical Institute 12
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 12
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 12
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 12
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 12
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 12
Demars Financial Group, LLC 12
Clarfeld Financial Advisors, Llc 12
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 12
Fairway Wealth LLC 12
CT Financial Advisors LLC 12
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 12
Connor Clark & Lunn Investment Management Ltd 12
Nuveen Tax Advantaged Total Return Strategy Fund 12
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 12
NWK Group, Inc. 12
Birchcreek Wealth Management, LLC 12
Herndon Capital Management Llc 12
Richmond Investment Services, LLC 12
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 12
Pinnacle Wealth Advisors 12
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 12
Bp Plc 12
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 12
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 12
Twin Focus Capital Partners, Llc 12
HYA Advisors, Inc 12
Capital Planning Advisors, LLC 12
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 12
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 12
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 12
Meriwether Wealth & Planning, LLC 12
MSH Capital Advisors LLC 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 12
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 12
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 12
Gofen & Glossberg Llc /il/ 12
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 12
Clear Investment Research, Llc 12
Waterloo Capital, L.P. 12
Sage Rhino Capital Llc 12
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 12
Ackerman Capital Advisors, LLC 12
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 12
Western Pacific Wealth Management, LP 12
Element Wealth, LLC 12
Hibernia Wealth Partners, LLC 12
WestEnd Advisors, LLC 12
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 12
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 12
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 12
DCM Advisors, LLC 12
Flynn Zito Capital Management, Llc 12
Beck Capital Management, Llc 12
Financial Services Advisory Inc 12
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 12
Horizon Financial Services, Llc 12
Firefly Value Partners, LP 12
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 12
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 12
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 12
Siligmueller & Norvid Wealth Advisors LLC 12
Kaizen Financial Strategies 12
Mine & Arao Wealth Creation & Management, LLC. 12
Zions Bancorporation, National Association /ut/ 12
Family Firm, Inc. 12
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 12
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 12
Edmond De Rothschild (suisse) S.a. 12
Frontier Capital Management Co Llc 12
Marshall Investment Management, Llc 12
Acima Private Wealth, Llc 12
Perella Weinberg Partners Capital Management LP 12
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 12
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 12
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 12
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 12
Strategic Wealth Designers 12
Crumly & Associates Inc. 12
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 12
GGBFX - GuideStone Funds - Global Bond Fund Investor 12
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 12
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 12
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 12
Williams Jones Wealth Management, LLC. 12
Forward Management, LLC 12
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 12
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 12
Rathbone Brothers plc 12
Goepper Burkhardt LLC 12
Clough Global Dividend & Income Fund 12
Regatta Capital Group, Llc 12
Stearns Financial Services Group 12
Voya Global Equity Dividend & Premium Opportunity Fund 12
Ostrum Asset Management 12
Pettyjohn, Wood & White, Inc 12
Outlook Wealth Advisors, LLC 12
Cambiar Investors Llc 12
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 12
Angel Oak Capital Advisors, LLC 12
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 12
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 12
EFG Asset Management (Americas) Corp. 12
Wealth Preservation Advisors, LLC 12
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 12
Legg Mason Asset Management (Japan) Co., Ltd. 12
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 12
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 12
Allegiance Financial Group Advisory Services LLC 12
Juncture Wealth Strategies, Llc 12
DiMeo Schneider & Associates, L.L.C. 12
Financial Sense Advisors, Inc. 12
RGT Wealth Advisors, LLC 12
Estabrook Capital Management 12
Aevitas Wealth Management, Inc. 12
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 12
Smallcap World Fund Inc 12
ShoreHaven Wealth Partners, LLC 12
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 12
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 12
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 12
Compass Financial Services Inc 12
Eagle Ridge Investment Management 12
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 12
Cca Investments Trust 12
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 12
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 12
Wright Fund Managment, LLC 12
JAHAX - SARATOGA ADVANTAGE TRUST - James Alpha EHS Portfolio Class A Shares 12
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 12
Davis Asset Management, L.P. 12
Sterling Financial Planning, Inc. 12
Strategic Wealth Management Group, LLC 12
Price Wealth Management, Inc. 12
Fsb Premier Wealth Management, Inc. 12
Gradient Capital Advisors, LLC 12
Elevation Capital Advisory, LLC 12
Guidant Wealth Advisors 12
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 12
Woodard & Co Asset Management Group Inc /adv 12
Shilanski & Associates, Inc. 12
Octavia Wealth Advisors, LLC 12
3d Asset Management, Inc 12
New England Private Wealth Advisors LLC 12
Lowe Brockenbrough & Co Inc 12
BIGTX - Monteagle Funds - The Texas Fund Class I 12
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 12
Renasant Bank 12
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 12
Heritage Financial Services, LLC 12
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 12
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 12
VGLSX - VALIC Co I - Global Strategy Fund 12
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 12
Midland Wealth Advisors Llc 12
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 12
Farmer Steven Patrick 12
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 12
Beverly Hills Private Wealth, LLC 12
Jacobs Sy 12
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 12
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 12
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 12
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 12
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 12
Fiduciary Management Associates Llc 12
Connors Investor Services Inc 12
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 12
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 12
SFI Advisors, LLC 12
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 12
Osborn Rohs Williams & Donohoe Ltd 12
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 12
Harris Associates L P 12
AIA Group Ltd 12
Private Wealth Group, LLC 12
Achmea Investment Management B.V. 12
Connacht Asset Management LP 12
Little House Capital Llc 12
Polar Capital Holdings Plc 12
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 12
Bright Futures Wealth Management, LLC. 12
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 12
LaSalle Street Capital Management, LLC 12
National Pension Service 12
Acorn Financial Advisory Services Inc /adv 12
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 12
Syon Capital Llc 12
BlackRock ESG Capital Allocation Trust 12
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 12
Private Client Services, Llc 12
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 12
Citizens National Bank Trust Department 12
Cyndeo Wealth Partners, LLC 12
AdvisorShares Investments LLC 12
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL 12
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 12
Coston, McIsaac & Partners 12
McAdams Wright Ragen, Inc. 12
Nuveen Global High Income Fund 12
Morling Financial Advisors, LLC 12
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 12
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 12
New Wave Wealth Advisors Llc 12
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 12
Tuttle Tactical Management LLC 12
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 12
Community Bank System, Inc. 12
Proffitt & Goodson Inc 12
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 12
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 12
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 12
Usaa Etf Trust 12
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 12
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 12
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 12
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 12
Prana Capital Management, LP 12
Berkshire Money Management, Inc. 12
Compass Wealth Management LLC 12
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 12
Rodgers & Associates, LTD 12
Alpha Cubed Investments, LLC 12
New England Capital Financial Advisors LLC 12
Glacier Peak Capital LLC 12
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 12
Graypoint LLC 12
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 12
Murphy Capital Management Inc 12
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 12
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 12
Diversified Portfolios, Inc. 12
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 12
Lockheed Martin Investment Management Co 12
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 12
Green Square Capital Advisors Llc 12
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 12
Abacus Planning Group, Inc. 12
Sculptor Capital LP 12
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 12
CI Global Investments Inc. 12
BRC Investment Management LLC 12
Twelve Points Wealth Management LLC 12
Integrity Financial Corp /WA 12
Centennial Bank/AR/ 12
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 11
Sabal Trust CO 11
KIFAX - Forward Funds - Salient Select Income Fund Class A 11
Kempen Capital Management N.v. 11
PGGM Investments 11
Osterweis Capital Management Inc 11
Watermark Asset Management, Inc. 11
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 11
Diligent Investors, LLC 11
Highstreet Asset Management Inc. 11
Bernardo Wealth Planning LLC 11
Klingenstein Fields & Co Lp 11
Fort Pitt Capital Group, Llc 11
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 11
Qsemble Capital Management, LP 11
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 11
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 11
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 11
Cypress Capital, LLC 11
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 11
Optas, LLC 11
Hobart Private Capital, LLC 11
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 11
Advent Capital Management /de/ 11
Dimension Capital Management Llc 11
Garden State Investment Advisory Services LLC 11
Quattro Financial Advisors Llc 11
Asset Advisors Corp 11
Garda Capital Partners Lp 11
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 11
Reyes Financial Architecture, Inc. 11
Financial Freedom, LLC 11
Frank, Rimerman Advisors LLC 11
Kmg Fiduciary Partners, Llc 11
Greenland Capital Management LP 11
Glg Llc 11
Cubic Asset Management, LLC 11
Cornerstone Wealth Group, LLC 11
Ceros Financial Services Inc. 11
Smart Portfolios, LLC 11
TradeLink Global Equity LLC 11
Quantum Capital Management 11
Live Oak Investment Partners 11
Hcim Trust 11
TCNBX - FundVantage Trust - Ambrus Tax-Conscious National Bond Fund Institutional Class 11
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 11
Beacon Harbor Wealth Advisors, Inc. 11
Global Strategic Investment Solutions, LLC 11
Tranquility Partners, LLC 11
Leading Edge Financial Planning LLC 11
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 11
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 11
Pacific Financial Group Inc 11
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 11
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 11
W.G. Shaheen & Associates DBA Whitney & Co 11
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 11
Catalyst Private Wealth, Llc 11
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 11
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 11
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 11
IFM Investors Pty Ltd 11
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 11
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 11
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 11
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 11
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 11
BEAM Asset Management, LLC 11
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 11
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 11
VSM Wealth Advisory, LLC 11
Sculati Wealth Management, LLC 11
TruWealth Advisors, LLC 11
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 11
Entrewealth, Llc 11
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 11
Sterling Manor Financial, LLC 11
Tassel Capital Management, Inc. 11
Souders Financial Advisors 11
Austin Private Wealth, LLC 11
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 11
West Financial Advisors, LLC 11
Magnolia Private Wealth, LLC 11
JT Stratford LLC 11
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 11
San Luis Wealth Advisors LLC 11
Horizon Bancorp Inc /in/ 11
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 11
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 11
Financial Management Network Inc 11
Quadrant Private Wealth Management, LLC 11
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 11
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 11
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 11
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 11
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A 11
Tempus Wealth Planning, LLC 11
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 11
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 11
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 11
Eq Wealth Advisors, Llc 11
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 11
Royal Harbor Partners, LLC 11
Roaring Blue Lion Capital Management, L.P. 11
ABASX - AB TRUST - AB Discovery Value Fund Class A 11
Arcadia Investment Advisors Llc 11
Wilmington Trust, National Association 11
Sandbox Financial Partners, LLC 11
Mfs Charter Income Trust 11
qPULA Trading Management LP 11
SkyOak Wealth, LLC 11
Cascade Investment Advisors, Inc. 11
Delphi Private Advisors LLC 11
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 11
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 11
Green Harvest Asset Management LLC 11
Rede Wealth, LLC 11
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 11
F/M Investments LLC 11
Founders Bank & Trust 11
Diversified Enterprises, LLC 11
Premier Fund Managers Ltd 11
Re Advisers Corp 11
FOCUS Wealth Advisors, LLC 11
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 11
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 11
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 11
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 11
John Hancock Investors Trust 11
Levin Capital Strategies, L.p. 11
Barr E S & Co 11
Capital International Sarl 11
Creekside Partners 11
Brown Financial Advisors 11
Systematic Alpha Investments, LLC 11
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 11
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 11
Payden & Rygel 11
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 11
Bluestein R H & Co 11
Mazama Capital Management Inc 11
Meridian Financial, LLC 11
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 11
Aberdeen Global Income Fund Inc 11
PIMCO Dynamic Income Opportunities Fund 11
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 11
Newport Capital Group, LLC 11
Triumph Capital Management 11
American Independence Funds Trust 11
Lombard Odier Asset Management (Europe) Ltd 11
South Texas Money Management Ltd 11
SCS Capital Management LLC 11
Coastal Bridge Advisors, LLC 11
PNC Managed Account Solutions, Inc. 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 11
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 11
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 11
Clearbridge, Llc 11
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 11
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 11
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 11
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 11
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 11
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 11
Wilmington Trust Co 11
Dynamic Capital Management Ltd 11
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 11
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 11
Hanover Advisors Inc 11
Invictus RG Pte. Ltd. 11
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 11
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 11
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 11
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 11
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 11
New Amsterdam Partners Llc/ny 11
MD Financial Management Inc. 11
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 11
D L Carlson Investment Group Inc 11
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 11
Edge Asset Management, Inc 11
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 11
First Allied Asset Management, Inc. 11
Meridian Investment Counsel Inc. 11
49 Wealth Management, Llc 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 11
Lombard Odier Asset Management (USA) Corp 11
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 11
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 11
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 11
Todd Asset Management Llc 11
Northland Capital Management LLC 11
Millrace Asset Group, Inc. 11
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 11
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 11
Harrison & Co Wealth Management, LLC 11
Peterson Financial Group, Inc. 11
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 11
Buffington Mohr McNeal 11
Goodman Advisory Group, LLC 11
Ml & R Wealth Management Llc 11
True Vision MN LLC 11
APBAX - Cavanal Hill Funds - Active Core Fund Investor 11
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 11
Syntal Capital Partners, LLC 11
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 11
Andra AP-fonden 11
VSSVX - VALIC Co I - Small Cap Special Values Fund 11
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 11
Milestone Advisory Partners 11
Mn Services Vermogensbeheer B.V. 11
First National Bank Sioux Falls 11
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 11
Copperwynd Financial, LLC 11
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 11
High Falls Advisors, Inc 11
Clark Estates Inc/ny 11
Tower View Investment Management & Research LLC 11
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 11
Nikulski Financial, Inc. 11
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 11
DeDora Capital, Inc. 11
Alpine Associates Management Inc. 11
Eagle Strategies LLC 11
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 11
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 11
Thomas J. Herzfeld Advisors, Inc. 11
BancorpSouth Bank 11
Franklin Mutual Advisers Llc 11
XAOHX - NORTH CAROLINA CAPITAL MANAGEMENT TRUST - Term Portfolio 11
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 11
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 11
Plato Investment Management Ltd 11
Guardian Wealth Management, Inc. 11
Cedar Wealth Management, LLC 11
180 Wealth Advisors, Llc 11
Hamilton Capital, LLC 11
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 11
Catalytic Wealth RIA, LLC 11
Corrado Advisors, Llc 11
Intelligence Driven Advisers, LLC 11
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 11
Kraematon Investment Advisors, Inc 11
PDS Planning, Inc 11
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 11
Central Valley Advisors, Llc 11
Moody Lynn & Lieberson, Llc 11
Blume Capital Management, Inc. 11
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 11
Financial Futures Ltd Liability Co. 11
FirstMerit Bank N A Trustee 11
Smith, Salley & Associates 11
Landaas & Co /wi /adv 11
Oak Harbor Wealth Partners, Llc 11
MainStreet Investment Advisors LLC 11
Chilton Investment Co Llc 11
Ipswich Investment Management Co., Inc. 11
Titleist Asset Management, Ltd. 11
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 11
Oak Associates Ltd /oh/ 11
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 11
Weil Company, Inc. 11
Slow Capital, Inc. 11
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 11
Security National Bank 11
Calamos Wealth Management LLC 11
Peregrine Asset Advisers, Inc. 11
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 11
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 11
FLP Wealth Management, LLC 11
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 11
Ascend Capital, Llc 11
MeadowBrook Investment Advisors LLC 11
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 11
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 11
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 11
Retirement Solution Inc. 11
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 11
SRTTX - SMA RELATIONSHIP TRUST - Series T 11
Capital International Inc /ca/ 11
Searle & Co. 11
Naples Money Management LLC 11
Silver Lake Advisory, LLC 11
Rakuten Securities, Inc. 11
Pier Capital, LLC 11
Fs Credit Income Fund 11
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 11
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 11
Raub Brock Capital Management LP 11
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 11
My Legacy Advisors, LLC 11
Tritonpoint Wealth, Llc 11
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 11
Bbr Partners, Llc 11
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 11
Great Lakes Retirement, Inc. 11
Lingohr & Partner Asset Management GmbH 11
FSC Wealth Advisors, LLC 11
Lionsbridge Wealth Management LLC 11
Provence Wealth Management Group 11
Kingfisher Capital LLC 11
Trueblood Wealth Management, LLC 11
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 11
Capital Investment Counsel, Inc 11
Lumbard & Kellner, LLC 11
Wolf Group Capital Advisors 11
LJI Wealth Management, LLC 11
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 11
Worldquant Millennium Advisors Llc 11
BSBAX - Northern Funds - Northern Short Bond Fund 11
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 11
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 11
Team Financial Group, LLC 11
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 11
KPP Advisory Services LLC 11
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 11
L.m. Kohn & Company 11
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 11
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 11
Hurley Capital, LLC 11
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 11
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 11
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 11
Spinnaker Trust 11
Columbus Circle Investors 11
Reitz Capital Advisors LLC 11
GPM Growth Investors, Inc. 11
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 11
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 11
SeaBridge Investment Advisors LLC 11
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 11
Legacy Bridge, LLC 11
Gilman Hill Asset Management, LLC 11
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 11
Hayden Royal, Llc 11
Cordatus Wealth Management LLC 11
Quantum Financial Advisors, LLC 11
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 11
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 11
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 11
Copper Rock Capital Partners, LLC 11
CGC Financial Services, LLC 11
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 11
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 11
Strategic Investment Advisors / MI 11
Fieldview Capital Management, LLC 11
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 11
Schechter Investment Advisors, LLC 11
Apexium Financial, Lp 11
Genworth Financial Inc 11
W.H. Cornerstone Investments Inc. 11
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative 11
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 11
North Star Asset Management Inc 11
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 11
First American Bank 11
Nelson Capital Management, LLC 11
Bayview Asset Management, Llc 11
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 11
Donald L. Hagan, LLC 11
Blueprint Investment Partners LLC 11
Asahi Life Asset Management Co., Ltd. 11
Trifecta Capital Advisors, LLC 11
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 11
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 11
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 11
Kaye Capital Management 11
Seeyond 11
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 11
Wright Investors Service Inc 11
Values First Advisors, Inc. 10
First Opportunity Fund Inc 10
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 10
Cassaday & Co Wealth Management LLC 10
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 10
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 10
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 10
Mount Lucas Management LP 10
Donaldson Capital Management, Llc 10
VCSBX - VALIC Co II - Strategic Bond Fund 10
Bellecapital International Ltd. 10
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 10
Mowery & Schoenfeld Wealth Management, LLC 10
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 10
OmniStar Financial Group, Inc. 10
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 10
First Wilshire Securities Management Inc 10
Ironwood Investment Counsel, LLC 10
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 10
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 10
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 10
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 10
Td Asset Management Usa Funds Inc. 10
Anderson Hoagland & Co 10
ACK Asset Management LLC 10
Neville Rodie & Shaw Inc 10
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 10
Fonville Wealth Management LLC 10
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 10
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 10
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 10
Threadgill Financial, Llc 10
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 10
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 10
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 10
SMITH HAYES Advisers, Inc 10
Budros, Ruhlin & Roe, Inc. 10
Polar Capital LLP 10
Farnam Financial LLC 10
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 10
Scout Investments, Inc. 10
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 10
Cape Cod Five Cents Savings Bank 10
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 10
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 10
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 10
HF Advisory Group, LLC 10
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares 10
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 10
Strategies Wealth Advisors, LLC 10
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 10
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 10
Clarkston Capital Partners, LLC 10
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 10
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 10
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 10
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 10
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 10
AlphaQ Advisors LLC 10
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 10
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 10
Keener Financial Planning LLC 10
Cardinal Capital Management 10
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 10
ETF Portfolio Partners, Inc. 10
Clough Global Opportunities Fund 10
URTH - iShares, Inc. - iShares MSCI World ETF 10
Financial Advantage, Inc. 10
Quinn Opportunity Partners LLC 10
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 10
Summit Investment Advisors, Inc. 10
B. Riley Financial, Inc. 10
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 10
J. Safra Sarasin Holding AG 10
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 10
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 10
All Season Financial Advisors, Inc. 10
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 10
JASVX - James Alpha Funds Trust - James Alpha Structured Credit Value Fund Class A 10
Genesee Valley Trust Co 10
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 10
Alethea Capital Management, Llc 10
Siemens Fonds Invest GmbH 10
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 10
Cornerstone Management, Inc. 10
Norris Perne & French Llp/mi 10
Schmidt P J Investment Management Inc 10
Pillar Pacific Capital Management Llc 10
Hardin Capital Partners, LLC 10
RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I 10
John Hancock Collateral Trust - John Hancock Collateral Trust 10
First Merchants Corp 10
Ninety One North America, Inc. 10
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 10
Smith Affiliated Capital Corp. 10
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 10
Bryce Point Capital, LLC 10
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 10
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 10
Tieton Capital Management, LLC 10
Stelac Advisory Services LLC 10
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 10
Ledgewood Wealth Advisors, LLC 10
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 10
Stonnington Group, Llc 10
Freedom Wealth Alliance, Llc 10
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 10
Altium Wealth Management LLC 10
Israel Discount Bank of New York 10
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 10
Tectonic Advisors Llc 10
Community Financial Services Group, LLC 10
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 10
Foronjy Financial Llc 10
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 10
Premier Path Wealth Partners, LLC 10
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 10
Dover Advisors, Llc 10
Kestrel Investment Management Corp 10
Suffolk Capital Management Llc 10
Verity & Verity, LLC 10
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 10
Pwmco Llc 10
Kernodle & Katon Asset Management Group, LLC 10
Cannell Peter B & Co Inc 10
Meredith Wealth Planning 10
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 10
ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares 10
Benedetti & Gucer, Inc. 10
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 10
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 10
Willis Johnson & Associates, Inc. 10
Fayez Sarofim & Co 10
Jamison Private Wealth Management, Inc. 10
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 10
Enterprise Bank & Trust Co 10
ABLE Financial Group, LLC 10
LMR Master Fund Ltd 10
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 10
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 10
ICONIQ Capital, LLC 10
Banque Transatlantique SA 10
Convergence Financial, LLC 10
Nebula Research & Development LLC 10
Oak Wealth Advisors LLC 10
Dfa Investment Trust Co - The U.s. Large Cap Value Series 10
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 10
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 10
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 10
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 10
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 10
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 10
Intact Investment Management Inc. 10
Nbw Capital Llc 10
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 10
Sandler Capital Management 10
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 10
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 10
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 10
Mariner Wealth Advisors-NYC, LLC 10
Atlas Brown,Inc. 10
Schwarz Dygos Wheeler Investment Advisors Llc 10
Opseu Pension Plan Trust Fund 10
MidAtlantic Capital Management, Inc. 10
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 10
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 10
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 10
DRSK - ETF Series Solutions - Aptus Defined Risk ETF 10
Norinchukin Bank, The 10
Origin Asset Management LLP 10
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 10
SlateStone Wealth, LLC 10
Mathes Company, Inc. 10
Easterly Investment Partners Llc 10
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 10
Roubaix Capital, LLC 10
Inr Advisory Services Llc 10
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 10
Bienville Capital Management, LLC 10
Briaud Financial Planning, Inc 10
Mosaic Family Wealth Partners, Llc 10
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 10
SPX Equities Gestao de Recursos Ltda 10
Smith, Graham & Co., Investment Advisors, LP 10
PIMCO Access Income Fund 10
Arbor Wealth Management, LLC 10
CTC Alternative Strategies, Ltd. 10
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 10
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 10
Capital Advantage, Inc. 10
Nicholas Hoffman & Company, LLC. 10
Highwater Wealth Management, LLC 10
Impax Asset Management Group plc 10
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 10
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 10
Peoples Bank/KS 10
Virginia National Bank 10
Bck Capital Management Lp 10
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 10
Wilmington Funds Management Corp 10
Ridgeline Wealth, LLC 10
Global X Funds 10
Center For Asset Management LLC 10
Retirement Wealth Solutions LLC 10
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 10
Rock Creek Group, LP 10
Fountainhead AM, LLC 10
Vestor Capital, Llc 10
La Banque Postale Asset Management SA 10
Iams Wealth Management, Llc 10
Financial Life Planners 10
Becker Capital Management Inc 10
Websterrogers Financial Advisors, Llc 10
Deutsche Value Series, Inc 10
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 10
Montecito Bank & Trust 10
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 10
Stephens Investment Management Group LLC 10
First Trust Portfolios Lp 10
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 10
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 10
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 10
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 10
Norway Savings Bank 10
West Family Investments, Inc. 10
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 10
OneAscent Wealth Management LLC 10
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 10
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 10
EdgeRock Capital LLC 10
Advyzon Investment Management, LLC 10
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 10
Qp Wealth Management, Llc 10
Great Point Wealth Advisors, LLC 10
Atlas Private Wealth Management 10
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 10
LongView Asset Management LLC 10
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 10
AMF Pensionsforsakring AB 10
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 10
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 10
Mirova 10
Promus Capital, LLC 10
Total Wealth Planning, Llc 10
Smith Shellnut Wilson Llc /adv 10
Coordinated Financial Services, Inc. 10
Capstone Triton Financial Group, LLC 10
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 10
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 10
Quarry Hill Advisors, Llc 10
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 10
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 10
Murchinson Ltd. 10
Pointe Capital Management LLC 10
CPI - IndexIQ ETF Trust - IQ Real Return ETF 10
Context Capital Funds 10
Clune & Associates, Ltd. 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 10
Friday Financial 10
Ullmann Financial Group, Inc. 10
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 10
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 10
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 10
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 10
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 10
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 10
Pacific Life Fund Advisors LLC 10
Cumberland Partners Ltd 10
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 10
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund 10
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 10
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 10
MSD Partners, L.P. 10
Asio Capital, LLC 10
GSB Wealth Management, LLC 10
Infrastructure Capital Advisors, Llc 10
Schneider Downs Wealth Management Advisors, LP 10
Fure Financial Corp 10
Cohen & Steers, Inc. 10
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 10
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 10
Pictet North America Advisors SA 10
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 10
Raiffeisen Bank International AG 10
iA Global Asset Management Inc. 10
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 10
D. Scott Neal, Inc. 10
Fjarde Ap-fonden /fourth Swedish National Pension Fund 10
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 10
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 10
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 10
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 10
Hood River Capital Management LLC 10
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 10
MYDA Advisors LLC 10
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 10
Forte Capital Llc /adv 10
Penobscot Investment Management Company, Inc. 10
Credential Qtrade Securities Inc. 10
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 10
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 10
IXG - iSHARES TRUST - iShares Global Financials ETF 10
Fluent Financial, LLC 10
Advanced Asset Management Advisors Inc 10
Encompass More Asset Management 10
Elevate Wealth Advisory, Inc 10
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 10
PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D 10
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 10
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class 10
Arjuna Capital 10
Saxon Interests, Inc. 10
Stablepoint Partners, LLC 10
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 10
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 10
Menora Mivtachim Holdings Ltd. 10
United Advisor Group, LLC 10
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 10
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 10
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 10
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 10
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 10
Groupama Asset Managment 10
River Road Asset Management, LLC 10
Deroy & Devereaux Private Investment Counsel Inc 10
Boston Family Office Llc 10
GLOBALT Investments LLC / GA 10
John Hancock Hedged Equity & Income Fund 10
WealthCare Investment Partners, LLC 10
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 10
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 10
Navigoe, LLC 10
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 10
Proathlete Wealth Management Llc 10
Horrell Capital Management, Inc. 10
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 10
Winthrop Capital Management, LLC 10
Delta Lloyd Nv 10
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 10
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 10
Hill Investment Group Partners, LLC 10
Alliance Wealth Advisors, LLC /UT 10
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 10
Sandy Cove Advisors, LLC 10
Windsor Creek Advisors, Llc 10
Penseco Financial Services Corp 10
Chemical Bank 10
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 10
Breton Hill Capital Ltd. 10
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 10
Scissortail Wealth Management, LLC 10
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 10
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 10
SRIFX - FundX Investment Trust - FundX Sustainable Impact Fund 10
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 10
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 10
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 10
APCM Wealth Management for Individuals 10
VMAX - Lattice Strategies Trust - Hartford US Value ETF 10
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 10
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 10
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 10
Blackstone Group Inc 10
Thomaspartners, Inc. 10
Investment House Llc 10
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 10
Family Legacy, Inc. 10
Kathleen S. Wright Associates Inc. 10
Ignite Planners, LLC 10
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 10
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 10
IronBridge Capital Management LP 10
Broadview Funds Trust 10
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 10
Integrity Wealth Solutions LLC 10
Meristem Family Wealth, LLC 10
Patton Fund Management, Inc. 10
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 10
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 10
Gerstein Fisher 10
Bridges Investment Management Inc 10
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 10
Forsta Ap-fonden 10
Peak Asset Management, LLC 10
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 10
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 10
Financial Synergies Wealth Advisors, Inc. 10
Wealthquest Corp 10
Austin Asset Management Co Inc 10
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 10
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 10
Meiji Yasuda Life Insurance Co 10
Investors Asset Management Of Georgia Inc /ga/ /adv 10
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 10
Graticule Asia Macro Advisors LLC 10
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 10
LVZ Advisors, Inc. 10
Howland Capital Management Llc 10
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 10
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 10
Echo Street Capital Management LLC 10
Guardian Capital Lp 10
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 10
American Funds Insurance Series 10
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 10
Sentinel Asset Management, Inc. 10
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 10
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 10
Badgley Phelps Wealth Managers, LLC 10
Clal Insurance Enterprises Holdings Ltd 10
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 10
State of New Jersey Common Pension Fund A 9
Nuveen Core Equity Alpha Fund 9
Waddell & Reed Advisors Funds 9
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 9
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 9
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 9
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 9
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 9
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 9
Berkeley, Inc 9
Crawford Fund Management, LLC 9
DXCTX - DIREXION FUNDS - Direxion Indexed Commodity & Income Strategy Fund Investor Class 9
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 9
Carl P. Sherr & Co., LLC 9
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 9
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 9
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 9
WUSAX - WANGER ADVISORS TRUST - Wanger USA 9
Prudent Man Advisors, LLC 9
Close Asset Management Ltd 9
Seven Springs Wealth Group, LLC 9
Pimco Global Stocksplus & Income Fund 9
Cohen & Steers Quality Income Realty Fund Inc 9
Pinnacle Family Advisors, LLC 9
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 9
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 9
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 9
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 9
Gleason Group, Inc. 9
Delta Lloyd Asset Management N.v. 9
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 9
Bel Air Investment Advisors Llc 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 9
Deseret Mutual Benefit Administrators 9
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 9
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 9
First Financial Equity Corporation 9
Lincoln Capital Corp 9
Bnc Wealth Management, Llc 9
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 9
Ovata Capital Management Ltd 9
Solitude Financial Services 9
Harbor Group, Inc. 9
TrueWealth Advisors, LLC 9
Morris Retirement Advisors, LLC 9
Financial Strategies Group, Inc. 9
Polianta Ltd 9
Adams Wealth Management 9
HBC Financial Services, PLLC 9
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 9
Financial Avengers, Inc. 9
Alta Wealth Advisors LLC 9
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 9
Curtis Advisory Group, LLC 9
Pvg Asset Management Corp 9
Tatro Capital, LLC 9
HYLD - Exchange Listed Funds Trust - High Yield ETF 9
Kepos Capital LP 9
Stanford Investment Group, Inc. 9
Cedar Mountain Advisors, LLC 9
NuWave Investment Management, LLC 9
Woodward Diversified Capital, Llc 9
Investment Management Corp of Ontario 9
Gary Goldberg Planning Services Inc 9
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 9
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 9
Aurora Investment Counsel 9
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 9
Wilkins Miller Wealth Management, LLC 9
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 9
Robbins Farley Llc 9
Sumit Capital, Llc 9
Baron Silver Stevens Financial Advisors, Llc 9
Banco BTG Pactual S.A. 9
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 9
Otter Creek Advisors, LLC 9
Capital Advisors Wealth Management, LLC 9
Schonfeld Group Holdings LLC 9
Capstone Financial Advisors, Inc. 9
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 9
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 9
Wescott Financial Advisory Group, LLC 9
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF 9
Emfo, Llc 9
Hefty Wealth Partners 9
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 9
Horizons Etf Trust I 9
Eisler Capital (UK) Ltd. 9
Piper Sandler & Co. 9
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 9
J Arnold Wealth Management Co 9
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 9
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 9
Williams Jones & Associates LLC 9
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 9
First Affirmative Financial Network 9
Innova Wealth Partners 9
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 9
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 9
Capital Group Private Client Services, Inc. 9
Turner Funds 9
VCCBX - VALIC Co II - Core Bond Fund 9
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 9
STFGX - Advisers Investment Trust - State Farm Growth Fund 9
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 9
10Elms LLP 9
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 9
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 9
Widmann Financial Services, Inc. 9
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 9
J.Safra Asset Management Corp 9
DMG Group, LLC 9
Perfromance Wealth Partners, LLC 9
Zimmermann Investment Management & Planning Llc 9
Bayshore Asset Management, Llc 9
VBCVX - VALIC Co I - Systematic Value Fund 9
Ab Pooling Portfolios 9
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 9
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 9
Mint Tower Capital Management B.V. 9
Pinnacle Private Wealth, LLC 9
Keb Asset Management, Llc 9
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 9
Fractal Investments LLC 9
Doliver Advisors, Lp 9
Industrial Alliance Investment Management Inc. 9
Holistic Financial Partners 9
Eldridge Investment Advisors, Inc. 9
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 9
Investment Advisory Group, LLC 9
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 9
Pinnacle Financial Group, LLC / IL 9
Laraway Financial Inc 9
Fifth Lane Capital, Lp 9
Avaii Wealth Management, Llc 9
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 9
Jordan Park Group LLC 9
PARK CIRCLE Co 9
Bivin & Associates, Inc. 9
Hill Island Financial Llc 9
Lifeworks Advisors, LLC 9
West Michigan Advisors, Llc 9
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 9
Blackhawk Capital Partners LLC. 9
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 9
NCM Capital Management, LLC 9
Noven Financial Group, Inc. 9
Nair Vinay 9
Sage Financial Group Inc 9
Columbia Asset Management 9
East Coast Asset Management, LLC. 9
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 9
KeyPoint Capital Management, LLC 9
Seelaus Asset Management LLC 9
Capital Wealth Planning, LLC 9
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 9
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 9
D.B. Root & Company, LLC 9
Harvard Management Co Inc 9
Barnes Wealth Management Group, Inc 9
Ayalon Holdings Ltd. 9
Brick & Kyle, Associates 9
Premier Asset Management Llc 9
Rossmore Private Capital 9
Mason & Associates Inc 9
Liberty Capital Management, Inc. 9
Heritage Investors Management Corp 9
American Economic Planning Group Inc /adv 9
QUANTRES ASSET MANAGEMENT Ltd 9
Chicago Capital, LLC 9
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 9
Efficient Market Advisors, LLC 9
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 9
Gables Capital Management Inc. 9
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 9
United Asset Strategies, Inc. 9
Unigestion Holding SA 9
Redpoint Investment Management Pty Ltd 9
Fund Management at Engine No. 1 LLC 9
Ssi Investment Management Llc 9
Trust Investment Advisors 9
Wharton Business Group, LLC 9
Rakuten Investment Management, Inc. 9
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 9
Wealth Architects, LLC 9
Cohen & Steers Real Estate Opportunities & Income Fund 9
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 9
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 9
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 9
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 9
Resona Asset Management Co.,Ltd. 9
Lavaca Capital Llc 9
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 9
Highland Financial Advisors, LLC 9
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 9
Cohen Lawrence B 9
Pensionfund DSM Netherlands 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 9
Carlson Capital Management 9
Seacliff Capital, Llc 9
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 9
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9
Bouchey Financial Group Ltd 9
Insight Wealth Strategies, LLC 9
Newman Dignan & Sheerar, Inc. 9
Knowledge Leaders Capital, LLC 9
Three Peaks Capital Management, LLC 9
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 9
9258 Wealth Management, LLC 9
STRV - EA Series Trust - Strive 500 ETF 9
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 9
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 9
Parasol Investment Management, LLC 9
Portfolio Solutions, LLC 9
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 9
Daymark Wealth Partners, Llc 9
Fortem Financial Group, Llc 9
Strategic Advisors LLC 9
Guidance Point Advisors, LLC 9
King Investment Advisors Inc/tx 9
Goldstein Advisors, LLC 9
Jolley Asset Management, LLC 9
Hochman Cole Investment Advisors, Inc. 9
Cynosure Management, Llc 9
FourThought Financial Partners, LLC 9
Waycross Investment Management Co 9
Shamrock Asset Management LLC 9
Koesten, Hirschmann & Crabtree, INC. 9
Newfound Research LLC 9
Delta Financial Group, Inc. 9
Cercano Management LLC 9
Moran Wealth Management, LLC 9
Carret Asset Management, Llc 9
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 9
Allstate Investment Management Co 9
West Coast Financial LLC 9
Westend Capital Management LLC 9
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 9
Applied Finance Capital Management, LLC 9
Horizon Kinetics Asset Management Llc 9
Tillman Hartley LLC 9
Thor Advisors, Llc 9
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 9
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 9
Marietta Investment Partners Llc 9
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 9
Lakewood Asset Management LLC 9
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 9
Cambridge Financial Group, LLC 9
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 9
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 9
Kirr Marbach & Co Llc /in/ 9
E&G Advisors, LP 9
New Century Advisors, LLC 9
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 9
STXG - EA Series Trust - Strive 1000 Growth ETF 9
Eaton Financial Holdings Company, LLC 9
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 9
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 9
Vinva Investment Management Ltd 9
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 9
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 9
Charles Schwab Trust Co 9
SWAN Capital LLC 9
RQSI Ltd 9
Vawter Financial, Ltd. 9
Abacus Wealth Partners, LLC 9
High Pointe Capital Management Llc 9
High Point Bank & Trust Co 9
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 9
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 9
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 9
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I 9
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 9
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 9
Rockwood Wealth Management, LLC 9
WSCVX - NORTHERN LIGHTS FUND TRUST II - North Star Small Cap Value Fund Investor Class 9
Cobiz Investment Management, Llc 9
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 9
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 9
FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A 9
Fiduciary Group LLC 9
Slagle Financial, LLC 9
LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund 9
Beck Mack & Oliver Llc 9
WealthTrust Axiom LLC 9
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 9
Blue Chip Partners, Inc. 9
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 9
Lbmc Investment Advisors, Llc 9
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A 9
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 9
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 9
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 9
PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - 9
Benedict Financial Advisors Inc 9
Bank OZK 9
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 9
Stevens First Principles Investment Advisors 9
Equita Financial Network, Inc. 9
Financiere des Professionnels - Fonds d,investissement inc. 9
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 9
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 9
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 9
Revisor Wealth Management LLC 9
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 9
Ninety One SA (PTY) Ltd 9
Boston Financial Mangement Llc 9
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 9
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 9
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 9
ARGA Investment Management, LP 9
Cedrus LLC 9
Visionary Horizons, LLC 9
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 9
Shaker Investments Llc/oh 9
Bear Mountain Capital, Inc. 9
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 9
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 9
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 9
HTLF Bank 9
Vertex One Asset Management Inc. 9
Gilliland Jeter Wealth Management LLC 9
Aris Wealth Services, Inc. 9
Steele Capital Management, Inc. 9
Balanced Wealth Group Llc 9
Everpar Advisors Llc 9
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 9
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 9
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 9
Sentry Investment Management Llc 9
Kentucky Retirement Systems 9
Patten & Patten Inc/tn 9
Iberiabank Corp 9
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 9
Ehrlich Financial Group 9
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 9
RMG Wealth Management LLC 9
Northern Capital Management Llc 9
Foster Dykema Cabot & Partners, Llc 9
Hedeker Wealth, LLC 9
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 9
Spectrum Wealth Counsel, LLC 9
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 9
Grace & White Inc /ny 9
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 9
Boys Arnold & Co Inc 9
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 9
Verus Financial Partners, Inc. 9
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 9
Accent Capital Management, LLC 9
Sigma Investment Counselors Inc 9
Abn Amro Investment Solutions 9
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 9
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 9
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 9
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 9
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 9
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 9
Sequent Planning LLC 9
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 9
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 9
Bingham Osborn & Scarborough Llc 9
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 9
Tradition Capital Management Llc 9
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 9
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 9
Burk Holdings LLC 9
STXM - EA Series Trust - Strive Mid-Cap ETF 9
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 9
Rps Advisory Solutions Llc 9
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 9
Fairscale Capital, LLC 9
Capital Investment Counsel, LLC 9
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 9
Capital International Ltd /ca/ 9
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 9
Sand Hill Global Advisors, LLC 9
CWC Advisors, LLC. 9
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 9
Kennebec Savings Bank 9
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 9
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 9
Canal Capital Management, LLC 9
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 9
Kentucky Retirement Systems Insurance Trust Fund 9
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 9
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 9
ULTRA SERIES FUND - Core Bond Fund Class I 9
Strathmore Capital Advisors, Inc. 9
Avanza Fonder AB 9
Luxor Capital Group, LP 9
Vantage Point Financial LLC 9
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 9
Next Century Growth Investors Llc 9
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 9
Roxbury Financial LLC 9
University Of Texas/texas Am Investment Managment Co 9
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 9
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 9
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 9
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 9
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 9
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 9
L.K. Benson & Company, P.C. 9
Crowley Wealth Management, Inc. 9
BLVD Private Wealth, LLC 9
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 9
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 9
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 9
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 9
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 9
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 9
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 9
RFG - Bristol Wealth Advisors, LLC 9
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 9
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 9
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 9
PENN SERIES FUNDS INC - Mid Cap Value Fund 9
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 9
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 9
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 9
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 9
Gabelli Equity Trust Inc 9
BridgePort Financial Solutions, LLC 9
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 9
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 9
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 9
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 9
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 9
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 9
Compass Efficient Model Portfolios, LLC 9
Galaxy Capital Trading Ltd 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 9
Capital Wealth Management, Llc 8
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 8
Corsicana & Co. 8
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 8
Telos Capital Management, Inc. 8
Fort Vancouver Investment Management, LLC 8
Harvest Capital Management Inc 8
Morton Community Bank 8
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 8
British Airways Pensions Investment Management Ltd 8
Sirios Capital Management L P 8
Nkcfo Llc 8
Mfs Intermediate Income Trust 8
Anchorage Capital Group, L.L.C. 8
EVGLX - World Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 8
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 8
Lehman Kenneth R 8
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 8
Clarity Financial LLC 8
Horizon Wealth Management, LLC 8
Rampart Investment Management Company, LLC 8
Euclid Advisors LLC 8
Offit Capital Advisors Llc 8
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 8
HFG Advisors, Inc. 8
Gries Financial Llc 8
Rainey & Randall Investment Management Inc. 8
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 8
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 8
Mizuho Asset Management Co.,Ltd. 8
Christopher J. Hasenberg, Inc 8
Prudential Global Short Duration High Yield Fund, Inc. 8
Cornerstone Planning, LLC 8
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 8
Columbia River Financial Group, LLC 8
Capitolis Liquid Global Markets LLC 8
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 8
Ray Gerald L & Associates Ltd 8
Investmark Advisory Group LLC 8
Custom Portfolio Group LLC 8
NWF Advisory Services Inc. 8
Cleararc Capital Inc 8
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 8
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 8
RTD Financial Advisors, Inc. 8
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 8
Gordian Capital Singapore Pte Ltd 8
Compton Capital Management Inc /ri 8
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 8
Piscataqua Savings Bank 8
Degroof Petercam Asset Management 8
Manhattan West Asset Management, LLC 8
Benin Management CORP 8
South Shore Capital Advisors 8
Ironbridge Funds, Inc. 8
Bourgeon Capital Management Llc 8
Filbrandt Wealth Management, LLC 8
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 8
First Trust High Income Long/short Fund 8
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 8
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 8
LM Advisors LLC 8
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 8
Uncommon Cents Investing LLC 8
Vestment Financial LLC 8
Paladin Wealth, LLC 8
Granahan Investment Management Inc/ma 8
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 8
Shoker Investment Counsel, Inc. 8
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 8
Global Macro Portfolio - Global Macro Portfolio 8
VEGN - ETF Series Solutions - US Vegan Climate ETF 8
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 8
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 8
Fusion Investment Group, LLC 8
Firethorn Wealth Partners, Llc 8
Boston Common Asset Management, LLC 8
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 8
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 8
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 8
Martin & Co Inc /tn/ 8
Green Arrow Capital Management Llc 8
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 8
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 8
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 8
JASVX - SARATOGA ADVANTAGE TRUST - James Alpha Structured Credit Value Portfolio Class A 8
Baker Ellis Asset Management LLC 8
Spurstone Advisory Services, LLC 8
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 8
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 8
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 8
Echo Wealth Management, LLC 8
Sprott Inc. 8
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 8
TOWER TRUST Co 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 8
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 8
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 8
Semitam Bonam Llc 8
Greenspring Advisors, LLC 8
Safe Harbor Fiduciary, LLC 8
Stone Point Wealth LLC 8
McCollum Christoferson Group LLC 8
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 8
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 8
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 8
Swmg, Llc 8
Smallwood Wealth Investment Management, LLC 8
MBL Wealth, LLC 8
Parkshore Wealth Management, Inc. 8
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 8
Resolute Advisors LLC 8
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 8
LifeSteps Financial, Inc. 8
KAMES CAPITAL plc 8
Hermes Investment Management Ltd 8
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 8
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 8
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 8
Northcape Wealth Management, Llc 8
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 8
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 8
Aquila Investment Management LLC 8
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 8
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 8
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 8
Wealthstream Advisors, Inc. 8
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 8
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 8
Independence Advisors, LLC 8
Infinity Wealth Counsel, LLC 8
FJ Capital Long/Short Equity Fund 8
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 8
Probity Advisors, Inc. 8
Tobias Financial Advisors, Inc. 8
Sykon Capital Llc 8
Oddo Bhf Asset Management Sas 8
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 8
Passive Capital Management, LLC. 8
Keeler THomas Management LLC 8
Palisade Asset Management, LLC 8
Independent Solutions Wealth Management, LLC 8
Money Design Co.,Ltd. 8
Sowa Financial Group, Inc. 8
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 8
Asset Management Corp /il/ /adv 8
Trust Co Of Oklahoma 8
Beach Investment Counsel Inc/pa 8
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 8
Custom Index Systems, Llc 8
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 8
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 8
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 8
Gabelli Dividend & Income Trust 8
Avondale Wealth Management 8
Eisler Capital Management Ltd. 8
Capital Market Strategies LLC 8
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 8
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 8
Nicholas Company, Inc. 8
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 8
Trust Asset Management LLC 8
Brady Martz Wealth Solutions, LLC 8
Fairview Capital Investment Management, Llc 8
Third Avenue Management Llc 8
Woodstock Corp 8
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 8
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 8
Oakwell Private Wealth Management, LLC 8
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 8
Bank Of The West 8
Renaissance Group Llc 8
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 8
F&C Asset Management plc 8
Montis Financial, LLC 8
Joule Financial, LLC 8
Capital Square, LLC 8
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 8
Spotlight Asset Group, Inc. 8
SRB Corp 8
PGVFX - FORUM FUNDS - Polaris Global Value Fund 8
Navigation Wealth Management, Inc. 8
TRANSAMERICA FUNDS - Transamerica Total Return I2 8
Rfg Holdings, Inc. 8
Cahaba Wealth Management, Inc. 8
Iridian Asset Management Llc/ct 8
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 8
Stuart Chaussee & Associates, Inc. 8
AustralianSuper Pty Ltd 8
Boyd Watterson Asset Management Llc/oh 8
Asset Planning Services, Ltd. 8
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 8
BXM Wealth LLC 8
VSTIX - VALIC Co I - Stock Index Fund 8
Pzena Investment Management Llc 8
Marathon Capital Management 8
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 8
VCCCX - VALIC Co I - Capital Conservation Fund 8
IAM Advisory, LLC 8
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 8
ArborFi Advisors, LLC 8
Lokken Investment Group LLC 8
Comprehensive Money Management Services LLC 8
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class 8
Lutz Financial Services LLC 8
Beta Wealth Group, Inc. 8
Signature Wealth Management Group 8
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 8
Port Capital LLC 8
West Bancorporation Inc 8
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 8
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 8
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 8
Buck Wealth Strategies, LLC 8
Southeast Asset Advisors Inc. 8
Matauro, Llc 8
Watson Rebecca 8
Saudi Central Bank 8
Pinnacle Wealth Management Advisory Group, LLC 8
Tradewinds Global Investors, LLC 8
Silver Capital Management Llc 8
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 8
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 8
BFIX - Build Funds Trust - Build Bond Innovation ETF 8
Allodium Investment Consultants, LLC 8
Mayfair Advisory Group, LLC 8
Marks Group Wealth Management, Inc 8
E Fund Management Co., Ltd. 8
Mizuho Markets Americas Llc 8
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 8
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 8
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 8
Wealth Advisors of Iowa, LLC 8
Douglass Winthrop Advisors, LLC 8
Western Asset Variable Rate Strategic Fund Inc. 8
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 8
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 8
BigSur Wealth Management LLC 8
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 8
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 8
Criterion Capital Advisors, Llc 8
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 8
Sightline Wealth Advisors, LLC 8
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 8
Prosperitas Financial LLC 8
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 8
3EDGE Asset Management, LP 8
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 8
Alliance Wealth Management Group 8
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 8
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 8
Kettle Hill Capital Management, Llc 8
Liberty One Investment Management, Llc 8
WIREX - PFS FUNDS - Wireless Fund 8
Knightsbridge Asset Management, Llc 8
Global View Capital Management LLC 8
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 8
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 8
Private Bank & Trust Co 8
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 8
Bernard Wealth Management Corp. 8
Chicago Wealth Management, Inc. 8
Milestones Private Investment Advisors LLC 8
Shoals Capital Management Lp 8
Covenant Asset Management, LLC 8
Security Financial Services, INC. 8
Greykasell Wealth Strategies, Inc. 8
Summit Wealth & Retirement Planning, Inc. 8
J2 Capital Management Inc 8
Vivaldi Opportunities Fund 8
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 8
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 8
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 8
IMG Wealth Management, Inc. 8
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 8
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 8
Mjp Associates Inc /adv 8
Blue Capital, Inc. 8
Verum Partners LLC 8
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 8
INPPX - Collaborative Investment Series Trust - Preferred - Plus Class A 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 8
Trutina Financial LLC 8
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 8
Angeles Investment Advisors, LLC 8
Loews Corp 8
Pegasus Partners Ltd. 8
Advance Capital Management, Inc. 8
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 8
AlphaCentric Advisors LLC 8
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 8
Access Investment Management LLC 8
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 8
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 8
Novem Group 8
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 8
Pax World Management Llc 8
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 8
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 8
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 8
Advantage Trust Co 8
Stringer Asset Management, Llc 8
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 8
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 8
Arcadia Wealth Management, Inc. 8
SBHVX - Investment Managers Series Trust - Segall Bryant & Hamill Small Cap Value Fund 8
Murphy & Mullick Capital Management Corp 8
Gould Asset Management Llc /ca/ 8
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 8
Fortis Capital Management LLC 8
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 8
Vanguard Windsor Funds 8
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 8
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 8
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 8
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 8
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 8
Hamilton Point Investment Advisors, LLC 8
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 8
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 8
Platform Technology Partners 8
Fiduciary Family Office, Llc 8
SFY - Tidal ETF Trust - SoFi Select 500 ETF 8
Game Creek Capital, LP 8
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 8
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 8
Davidson & Garrard Inc 8
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 8
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 8
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 8
Sarasin & Partners LLP 8
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 8
PSMM - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Moderately Conservative Multi-Asset Allocation ETF 8
Ridgeworth Funds 8
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 8
Chiron Capital Management, Llc 8
PSMB - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Balanced Multi-Asset Allocation ETF 8
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 8
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 8
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 8
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 8
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 8
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 8
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 8
Twin Capital Management Inc 8
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 8
AQGNX - AQR Funds - AQR Global Equity Fund Class N 8
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 8
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 8
Traub Capital Management LLC 8
Your Advocates Ltd., LLP 8
SVA Wealth Management, LLC 8
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 8
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 8
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 8
Avant Capital LLC 8
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 8
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 8
Fiduciary Planning LLC 8
CWSIX - Chartwell Funds - Chartwell Small Cap Value Fund 8
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 8
RMBFX - RMB INVESTORS TRUST - RMB Mendon Financial Long/Short Fund Class A 8
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 8
Northstar Wealth Partners LLC 8
Members Wealth Llc 8
Gallacher Capital Management LLC 8
Options Solutions, Llc 8
TEXN - iSHARES TRUST - iShares Texas Equity ETF 8
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 8
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 8
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund 8
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 8
Hartline Investment Corp/ 8
Braun Stacey Associates Inc 8
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 8
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 8
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 8
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 8
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 8
Vance Wealth, Inc. 8
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 8
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 8
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 8
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 8
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 8
Peak Capital Management Llc 8
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 8
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 8
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 8
Kepos Capital LP 8
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 8
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 8
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 8
HSCVX - Two Roads Shared Trust - Hunter Small Cap Value Fund Class I 8
Dumont & Blake Investment Advisors Llc 8
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 8
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 8
Vanguard Capital Wealth Advisors 8
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 8
RVRB - ADVISORS SERIES TRUST - Reverb ETF 8
Campbell Wealth Management 8
Moss Adams Wealth Advisors LLC 8
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 8
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 8
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund 8
PSMC - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Conservative Multi-Asset Allocation ETF 8
Independent Wealth Network Inc. 8
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 8
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 8
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 8
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 8
ARS Wealth Advisors Group, LLC 8
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 8
Osborne Partners Capital Management, Llc 8
Calamos Dynamic Convertible & Income Fund 8
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 8
Lombardia Capital Partners Llc 8
Gluskin Sheff & Assoc Inc 8
Gen-Wealth Partners Inc 8
Calamos Convertible & High Income Fund 8
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 8
Whitebox Mutual Funds 8
Calamos Convertible Opportunities & Income Fund 8
Carnick & Kubik, LLC 8
Ohio National Investments, Inc. 8
First Business Financial Services, Inc. 8
Militia Capital Partners, LP 8
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 8
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 8
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 8
Belmont Global Advisors, Inc. 8
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 8
Redwood Investments, LLC 8
Isi Strategy Fund Inc 8
Waddell & Associates, Llc 8
Capital One Financial Corp 8
ETF Store, Inc. 8
Southland Equity Partners LLC 8
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 8
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 8
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 8
Tri-continental Corp 8
Peoples Bank /oh 8
360 Financial, Inc. 8
Opes Wealth Management LLC 8
First Niagara Bank 8
Kinneret Advisory, LLC 8
SCIU - Global X Funds - Global X Scientific Beta US ETF 8
Breakwater Investment Management 8
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 8
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 8
Jabre Capital Partners S.A. 8
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 8
JPL Wealth Management, LLC 8
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 8
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 8
Sebold Capital Management, Inc. 8
TCF National Bank 8
QGLDX - Advisors Preferred Trust - The Gold Bullion Strategy Fund Investor Class Shares 8
Findlay Park Partners LLP 8
Hightower 6M Holding, LLC 8
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 8
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 8
Means Investment Co., Inc. 8
Cohen & Steers Total Return Realty Fund Inc 8
Atlas Wealth LLC 8
Trust Co Of Virginia /va 8
Jamison Eaton & Wood Inc /nj 8
Harvest Portfolios Group Inc. 8
Grace Capital 8
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 8
Advisors Preferred Trust - The Gold Bullion Strategy Portfolio 8
O'ROURKE & COMPANY, Inc 8
JRM Investment Counsel, LLC 8
Omega Advisors Inc. 8
Wealth Management Associates, Inc. 8
Beck Bode, LLC 8
Grandview Asset Management LLC 8
Centric Wealth Management 8
Oversea-Chinese Banking CORP Ltd 8
First Financial Bank - Trust Division 8
MANA Advisors LLC 8
UNIVEST FINANCIAL Corp 8
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 8
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 8
Gibbs Wealth Management 8
Delap Wealth Advisory, Llc 8
Archetype Wealth Partners 8
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 8
Excalibur Management Corp 8
PCA Investment Advisory Services Inc. 8
Lansforsakringar Fondforvaltning AB (publ) 8
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 8
Brouwer & Janachowski, LLC 8
Alta Advisers Ltd 8
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 8
Syntegra Private Wealth Group, LLC 8
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 8
Triad Financial Advisors, Inc. 8
TradeLink Capital LLC 8
Wells Fargo Global Dividend Opportunity Fund 8
Washington Capital Management Inc 8
Hardy Reed LLC 8
Bank & Trust Co 8
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 8
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 8
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 8
Bannerman Wealth Management Group, Llc 8
Icapital Wealth Llc 8
Credit Industriel Et Commercial 8
New Hampshire Trust 8
RIA Advisory Group LLC 8
Brendel Financial Advisors LLC 8
Brainard Capital Management LLC 8
Summit Financial Strategies, Inc. 8
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 8
Moab Capital Partners LLC 8
Mitsubishi UFJ Securities Holdings Co., Ltd. 8
Stratton Management Co 8
Kaydan Wealth Management, Inc. 8
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 8
Farmers Trust Co 8
Vista Capital Partners, Inc. 8
Penobscot Wealth Management 8
City Center Advisors, LLC 8
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 8
FAINX - MSS Series Trust - Fallen Angels Income Fund 8
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 8
Leeward Investments, LLC - MA 8
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 8
Kabarec Financial Advisors, Ltd. 8
Callahan Advisors, LLC 8
Olistico Wealth, LLC 8
Spirit Of America Management Corp/ny 8
Junto Capital Management LP 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 8
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 8
Dagco, Inc. 8
Balance Wealth, LLC 8
Darden Wealth Group Inc 8
Ransom Advisory, Ltd 8
Snow Capital Management Lp 8
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 8
Seed Wealth Management, Inc. 8
Old Dominion Capital Management Inc 8
CenturyLink Investment Management Co 8
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 8
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 8
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 8
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 8
American Financial & Tax Strategies Inc 8
Turim 21 Investimentos Ltda. 8
RAAX - VanEck Vectors ETF Trust - VanEck Vectors Real Asset Allocation ETF 8
Morningstar Investment Management LLC 8
Salient Capital Advisors, LLC 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 8
Missouri Valley Partners, Inc. 8
Nordwand Advisors, LLC 8
Ken Stern & Associates, Inc. 8
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 8
Midwest Professional Planners, LTD. 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 8
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 8
Smith Anglin Financial, LLC 8
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 8
Marcum Wealth, LLC 7
Texas Capital Bank Wealth Management Services Inc 7
Dialectic Capital Management, Lp 7
Waypoint Wealth Partners Inc. 7
Poinciana Advisors Group, Llc 7
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 7
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 7
McLean Asset Management Corp 7
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 7
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 7
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 7
Brown Miller Wealth Management, LLC 7
Clarity Wealth Development LLC 7
Golden Green, Inc. 7
Blossom Wealth Management 7
Truffle Hound Capital, LLC 7
Foster Group, Inc. 7
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 7
Intellus Advisors LLC 7
Highfields Capital Management Lp 7
Daiwa Capital Markets America Inc. 7
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 7
Johnson Midwest Financial, LLC 7
Goodwin Investment Advisory 7
LifePro Asset Management 7
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 7
ACVF - ETF Opportunities Trust - American Conservative Values ETF 7
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 7
HCR Wealth Advisors 7
Aristides Capital LLC 7
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 7
Ssga Master Trust 7
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 7
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 7
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 7
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 7
RFIMX - Ranger Funds Investment Trust - Ranger Micro Cap Fund Institutional Class 7
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 7
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 7
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 7
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 7
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 7
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 7
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 7
PagnatoKarp Partners LLC 7
Arena Investors LP 7
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 7
Jeppson Wealth Management, Llc 7
Baron Financial Group, LLC 7
Axiom Financial Strategies, LLC 7
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 7
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 7
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 7
Maridea Wealth Management LLC 7
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 7
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 7
Moneywise, Inc. 7
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 7
Glg Inc. 7
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 7
Xtx Markets Llc 7
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 7
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 7
Allianz Se 7
Gilbert & Cook, Inc. 7
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 7
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 7
Uniting Wealth Partners, LLC 7
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 7
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 7
Private Capital Management 7
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 7
Delta Capital Management Llc 7
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 7
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 7
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 7
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 7
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 7
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 7
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 7
DWM Financial Group, Inc. 7
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 7
Riversedge Advisors, Llc 7
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 7
ROSS\JOHNSON & Associates LLC 7
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 7
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 7
Flagstone Financial Management 7
Sound View Wealth Advisors Group, LLC 7
Matrix Trust Co 7
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 7
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 7
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 7
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 7
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 7
Causeway Capital Management Llc 7
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 7
Spectrum Wealth Advisory Group, LLC 7
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 7
Wallace Advisory Group, LLC 7
Bensler, LLC 7
Legacy Financial Group, Inc. 7
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 7
Requisite Capital Management, LLC 7
BancorpSouth Inc 7
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 7
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 7
Moseley Investment Management Inc 7
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 7
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 7
Kenmare Capital Partners, L.L.C. 7
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 7
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 7
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 7
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 7
Root Financial Partners, LLC 7
Biondo Investment Advisors, LLC 7
Atherton Lane Advisers, Llc 7
C-J Advisory, Inc. 7
Blue Square Asset Management, Llc 7
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 7
Ikos Cif Ltd 7
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 7
Shorepoint Capital Partners LLC 7
Aegon Asset Management Uk Plc 7
Imprint Wealth LLC 7
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 7
Patriot Financial Partners Lp 7
MU Investments Co., Ltd. 7
Atwater Malick LLC 7
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 7
Chemung Canal Trust Co 7
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 7
DoubleLine ETF Adviser LP 7
Fenimore Asset Management Trust 7
Yoder Wealth Management, Inc. 7
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 7
Arista Wealth Management, LLC 7
South Plains Financial, Inc. 7
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 7
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 7
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 7
First Dallas Securities Inc. 7
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 7
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 7
AM Squared Ltd 7
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 7
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 7
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 7
Full Sail Capital, LLC 7
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 7
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 7
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 7
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 7
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 7
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 7
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 7
Mechanics Bank Trust Department 7
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 7
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 7
Lodestar Private Asset Management Llc 7
LVPIX - Profunds - Large-cap Value Profund Investor Class 7
Beirne Wealth Consulting Services, LLC 7
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 7
Parsec Financial Management, Inc. 7
Kanawha Capital Management Llc 7
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 7
GEM Asset Management, LLC 7
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 7
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 7
Fortaleza Asset Management Inc/ 7
VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative 7
ULPIX - Profunds - Ultrabull Profund Investor Class 7
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 7
Etfidea, Llc 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 7
Core Alternative Capital 7
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 7
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 7
BLPIX - Profunds - Bull Profund Investor Class 7
Hoxton Planning & Management, LLC 7
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 7
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 7
Trellis Wealth Advisors LLC 7
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 7
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 7
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 7
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 7
Fairhaven Wealth Management, LLC 7
Cohen Capital Management, Inc. 7
Astor Investment Management LLC 7
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 7
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 7
New Republic Capital, LLC 7
LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS 7
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 7
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 7
Eagle Capital Management, LLC 7
Cue Financial Group, Inc. 7
PENN SERIES FUNDS INC - Smid Cap Value Fund 7
Guidance Capital, Inc 7
Brewin Dolphin Wealth Management Ltd 7
Falcon Point Capital, Llc 7
Lvm Capital Management Ltd/mi 7
Essential Planning, LLC. 7
Sargent Investment Group, LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 7
Community Capital Management, Inc. 7
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 7
Guyasuta Investment Advisors Inc 7
Interactive Financial Advisors 7
B & T Capital Management DBA Alpha Capital Management 7
Czech National Bank 7
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 7
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 7
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 7
PWS - Pacer Funds Trust - Pacer WealthShield ETF 7
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 7
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 7
PENN SERIES FUNDS INC - Mid Core Value Fund 7
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 7
Mizuho Securities Usa Llc 7
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 7
PENN SERIES FUNDS INC - Index 500 Fund 7
Exxonmobil Investment Management Inc /tx 7
Community Trust & Investment Co 7
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 7
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 7
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 7
Pimco Income Opportunity Fund 7
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 7
Fulton Breakefield Broenniman Llc 7
Concentrum Wealth Management 7
Seaside Wealth Management, Inc. 7
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 7
Amarillo National Bank 7
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 7
Texas Capital Bancshares Inc/tx 7
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund 7
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 7
VELA Funds - VELA Income Opportunities Fund Class A 7
BHR Capital LLC 7
Griffin Asset Management, Inc. 7
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 7
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 7
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A 7
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 7
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 7
United Income, Inc. 7
Valtinson Bruner Financial Planning LLC 7
Grayhawk Investment Strategies Inc. 7
Altrius Capital Management Inc 7
WFA Asset Management Corp 7
Etesian Wealth Advisors, Inc. 7
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 7
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 7
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 7
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 7
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 7
Gyroscope Capital Management Group, Llc 7
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 7
Hotaling Investment Management, LLC 7
HighTower Trust Services, LTA 7
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 7
Triasima Portfolio Management inc. 7
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 7
Retirement Guys Formula Llc 7
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 7
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 7
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 7
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 7
NEOS Investment Management LLC 7
Jarislowsky, Fraser Ltd 7
Hudson Capital Management LLC 7
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 7
Legacy Capital Partners, Inc. 7
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 7
Range Financial Group LLC 7
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 7
Hutchens & Kramer Investment Management Group, LLC 7
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 7
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 7
NOSIX - Northern Funds - Northern Stock Index Fund 7
NOLCX - Northern Funds - Northern Large Cap Core Fund 7
German American Bancorp, Inc. 7
New Jersey Better Educational Savings Trust 7
Paracle Advisors, LLC 7
Ifrah Financial Services, Inc. 7
Providence Wealth Advisors, LLC 7
Caldwell & Orkin Inc 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 7
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 7
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 7
First Commonwealth Financial Corp /pa/ 7
Physician Wealth Solutions Inc. 7
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 7
Domani Wealth, LLC 7
Comprehensive Wealth Management, LLC 7
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 7
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 7
West Wealth Group, LLC 7
Greatmark Investment Partners, Inc. 7
Foresight Capital Management Advisors, Inc. 7
Shotwell Rutter Baer Inc 7
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 7
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 7
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 7
Palisades Hudson Asset Management, L.P. 7
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 7
Sterling Investment Counsel, LLC 7
Legacy Financial Strategies, LLC 7
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 7
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 7
Accredited Investors Inc. 7
Orinda Asset Management LLC 7
Mayport, Llc 7
KC Investment Advisors, LLC 7
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 7
Harbour Investment Management Llc 7
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 7
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 7
Fagan Associates, Inc. 7
Mcrae Capital Management Inc 7
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 7
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 7
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 7
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 7
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 7
Reynolds Capital Management Llc 7
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 7
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 7
Tyche Wealth Partners LLC 7
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 7
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 7
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 7
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 7
Cornell Pochily Investment Advisors, Inc. 7
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 7
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 7
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 7
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 7
Middleton & Co Inc/ma 7
Somerset Trust Co 7
Securian Funds Trust - SFT Index 500 Fund Class 1 7
Loeb Partners Corp 7
Saturna Capital CORP 7
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 7
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 7
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 7
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 7
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 7
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 7
Financial Life Advisors 7
ASR Vermogensbeheer N.V. 7
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 7
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 7
QFITX - Advisors Preferred Trust - Quantified Tactical Fixed Income Fund Investor Class Shares 7
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 7
Sterne Agee Group, Inc. 7
MB Generational Wealth, LLC 7
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 7
Quotient Wealth Partners, LLC 7
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 7
EULAV Asset Management 7
10-15 Associates, Inc. 7
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 7
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 7
Alaska Permanent Capital Management 7
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 7
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 7
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 7
LWM Advisory Services, LLC 7
Harmony Asset Management Llc 7
Fingerlakes Wealth Management, Inc. 7
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 7
Kiely Wealth Advisory Group, Inc. 7
Efficient Frontier Advisors LLC 7
Second Line Capital, LLC 7
PartnerRe Asset Management CORP 7
Strategic Global Advisors, LLC 7
Carroll Investors, Inc 7
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 7
CXI Advisors 7
Wealthshield, Llc 7
Clifford Capital Partners Llc 7
PACIFIC SELECT FUND - Equity Index Portfolio Class I 7
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 7
John W. Brooker & Co., CPAs 7
Pecaut & Co. 7
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 7
Parvin Asset Management, LLC 7
ORBA Wealth Advisors, L.L.C. 7
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 7
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 7
Sprinkle Financial Consultants LLC 7
Awm Capital, Llc 7
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 7
MN Wealth Advisors, LLC 7
Richardson Capital Management LLC 7
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 7
Hancock Whitney Investment Services Inc. 7
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 7
X-Square Capital, LLC 7
Eaton-Cambridge Inc. 7
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 7
Keystone Wealth Services, LLC 7
Derby & Company, Inc 7
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 7
Lindenwold Advisors 7
Lakeridge Wealth Management LLC 7
Kleinwort Benson Investors Dublin Ltd 7
Northeast Investment Management 7
rebel Financial LLC 7
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 7
Select Equity Group, L.P. 7
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 7
QSV Equity Investors LLC 7
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 7
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 7
CFO4Life, L.P. 7
Aspire Capital Advisors LLC 7
Relaxing Retirement Coach 7
BCR Wealth Strategies, LLC 7
Next Level Private LLC 7
Urban Financial Advisory Corp 7
Wealth Management Resources, Inc. 7
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 7
American Planning Services, Inc. 7
Successful Portfolios LLC 7
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 7
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 7
KKM Financial LLC 7
Sanibel Captiva Trust Company, Inc. 7
Insight 2811, Inc. 7
Talon Private Wealth, LLC 7
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 7
Wealth Advisors of Tampa Bay, LLC 7
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 7
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 7
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 7
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 7
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 7
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 7
Peloton Wealth Strategists 7
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 7
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 7
BlackDiamond Wealth Management Inc. 7
Carson Advisory Inc. 7
Norwood Financial Corp 7
Jackson Thornton Asset Management, Llc 7
Vista Finance, Llc 7
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 7
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 7
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 7
Underlying Funds Trust 7
Tilden Park Management I LLC 7
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 7
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 7
AMFAX - Natixis Funds Trust II - ASG Managed Futures Strategy Fund Class A 7
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 7
Strategic Financial Services, Inc, 7
Invesco High Income Trust Ii 7
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 7
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 7
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 7
Li Winifred I 7
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 7
Adams Hall Wealth Advisors, LLC 7
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 7
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 7
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 7
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 7
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 7
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 7
Astrantus Ltd 7
WTSVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Dividend Fund -Retail Class 7
Peterson Wealth Services 7
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 7
Chartwell Investment Partners/pa 7
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 7
SSO - PROSHARES TRUST - ProShares Ultra S&P500 7
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 7
Yahoo Inc 7
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 7
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 7
Landmark Wealth Management, LLC 7
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 7
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 7
Warberg Asset Management LLC 7
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 7
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 7
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 7
Davidson Kempner Capital Management Lp 7
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 7
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 7
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 7
DBK Financial Counsel, LLC 7
Atlantic Private Wealth, LLC 7
Dopkins Wealth Management, Llc 7
ENDW - EA Series Trust - Cambria Endowment Style ETF 7
First Pacific Advisors, LP 7
Clear Street Llc 7
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 7
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 7
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 7
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 7
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 7
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 7
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 7
Lloyds Banking Group plc 7
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 7
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 7
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 7
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 7
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 7
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 7
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 7
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 7
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 7
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 7
JB Capital LLC 7
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 7
International Private Wealth Advisors LLC 7
Pring Turner Capital Group Inc 7
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 7
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 7
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 7
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 7
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 7
Canada Post Corp Registered Pension Plan 7
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 7
VMCVX - VALIC Co II - Mid Cap Value Fund 7
Everett Harris & Co /ca/ 7
Quantum Capital Management, LLC / NJ 7
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF 7
Boyer & Corporon Wealth Management, LLC 7
Walled Lake Planning & Wealth Management, Llc 7
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 7
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 7
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 7
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 7
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 7
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 7
DGMMX - World Funds Trust - DGHM MicroCap Value Fund Investor Class 7
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 7
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 7
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 7
Opus Investment Management Inc 7
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 7
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 7
Governors Lane LP 7
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 7
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 7
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 7
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 7
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 7
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 7
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 7
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 7
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 7
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 7
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 7
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 7
Tegean Capital Management, Llc 7
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 7
NSI Retail Advisors, LLC 7
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 7
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 7
Pinnacle Wealth Management Group, Inc. 7
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 7
EVFGX - World Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund R4 Class Shares 7
Profunds - Profund Vp Ultrabull 7
RiverTree Advisors, LLC 7
JTC Employer Solutions Trusteee Ltd 7
Profunds - Profund Vp Bull 7
Kemnay Advisory Services Inc. 7
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 7
Bank Of Nova Scotia Trust Co 7
EVFMX - World Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund R4 Class Shares 7
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 7
Profunds - Profund Vp Large-cap Value 7
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 7
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 7
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 7
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 7
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 7
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 7
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 7
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 7
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 7
Standard Life Investments LTD 7
Regency Capital Management Inc.\DE 7
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 7
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 7
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 7
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 7
WFTAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intermediate Tax/AMT-Free Fund Class A 7
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 7
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 7
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 7
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 7
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 7
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 7
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 7
Dai-ichi Life Holdings, Inc. 7
Nuance Investments, Llc 7
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 7
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 7
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 7
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 7
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 7
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 7
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 7
EHLS - Tidal Trust II - Even Herd Long Short ETF 7
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 7
Neuberger Berman High Yield Strategies Fund Inc. 7
Spouting Rock Asset Management, LLC 7
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 7
NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF 7
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 7
BWM Planning, LLC 7
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 7
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 7
IronBridge Private Wealth, LLC 7
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 7
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 7
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 7
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 7
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 7
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 7
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 7
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 7
Bickling Financial Services, Inc. 7
Concord Asset Management, LLC/VA 7
Catamount Wealth Management 7
Alpine Bank Wealth Management 7
Round Rock Advisors, LLC 7
Taddei, Ludwig & Associates, Inc. 7
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 7
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 7
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 7
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 7
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 7
WNY Asset Management, LLC 7
Perimeter Capital Partners, LLC 7
JD Financial Services Inc. 7
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 7
WJ Wealth Management, LLC 7
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 7
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 7
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 7
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 7
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 7
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 7
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 7
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 7
Spreng Capital Management, Inc. 7
Vista Wealth Management Group, LLC 7
Yellowstone Partners, LLC 7
MSCFX - Mairs & Power Funds Trust - Mairs & Power Small Cap Fund Investor Class 7
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 7
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 7
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 7
Harbor Financial Services, Llc 7
SK Wealth Management, LLC 7
PBMares Wealth Management LLC 7
Gendell Jeffrey L Et Al 7
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 7
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 7
NovaPoint Capital, LLC 7
FT Vest Rising Dividend Achievers Total Return Fund 7
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 7
Stux Capital Management, LLC 7
Kera Capital Partners, Inc. 7
Corsair Capital Management, L.p. 7
Lighthouse Financial Advisors, Inc. 7
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 7
Guardian Life Insurance Co Of America 7
Advisor Consultant Network Inc 7
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 7
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 7
O'Brien Wealth Partners LLC 7
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 7
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 7
Annandale Capital, LLC 7
Kentucky Trust Co 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 7
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 7
FCTFX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Municipal Income Fund 7
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 7
Bnp Paribas 7
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 7
Beaumont Capital Management, LLC 7
BlackRock Portfolio Management LLC 7
Spdr S&p 500 Etf Trust 7
ARS Wealth Advisors, LLC 7
REDW Wealth LLC 7
TBH Global Asset Management, LLC 7
J. W. Coons Advisors, LLC 7
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 7
Bank of Jackson Hole Trust 7
Symmetry Investments LP 7
Strycker View Capital Llc 7
Van Den Berg Management I, Inc 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 7
Centricity Wealth Management, LLC 7
Indie Asset Partners, LLC 7
Thornburg Investment Management Inc 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 7
Avant Financial Advisors LLC 7
Bond & Devick Financial Network, Inc. 7
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 7
Bridgewealth Advisory Group, LLC 7
Abbrea Capital, LLC 7
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 7
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 7
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 7
Ariel Investments, Llc 7
Concentric Wealth Management, Llc 7
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I 7
Armor Investment Advisors, LLC 7
WP Advisors, LLC 7
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 7
Okabena Investment Services Inc 7
Vision Financial Markets Llc 7
Essex Private Wealth Management, LLC 7
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 7
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 7
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 7
Financial Advisors Network, Inc. 7
Client 1st Advisory Group, Llc 7
Live Oak Private Wealth LLC 7
Ramiah Investment Group 7
Madison Investment Advisors, LLC 7
Rivernorth Capital Management, Llc 6
Cove Street Capital, LLC 6
PL Capital, LLC 6
Villere St Denis J & Co Llc 6
Fortress Investment Group LLC 6
Oaktree Capital Management Lp 6
Ardsley Advisory Partners Lp 6
Amici Capital, LLC 6
Elm Ridge Management, LLC 6
Arrowgrass Capital Partners (us) Lp 6
Kingdon Capital Management, L.l.c. 6
Senvest Management, LLC 6
Davis Selected Advisers 6
American Century Investment Management Inc 6
Penbrook Management LLC 6
Girard Securities, Inc. 6
Caprin Asset Management Llc /adv 6
Mcmillion Capital Management Inc 6
Roberts Glore & Co Inc /il/ 6
Neumeier Poma Investment Counsel Llc 6
Rock Point Advisors, LLC 6
TimesSquare Capital Management, LLC 6
Pergamon Offshore Advisors, L.P. 6
American Assets Investment Management, LLC 6
First Washington CORP 6
Cheviot Value Management, LLC 6
CQS Cayman LP 6
Cooke & Bieler Lp 6
Wilkins Investment Counsel Inc 6
Vanguard Specialized Funds 6
FUKOKU MUTUAL LIFE INSURANCE Co 6
London Co Of Virginia 6
White Pine Investment CO 6
Baldwin Investment Management, LLC 6
Mastrapasqua Asset Management Inc 6
Cadinha & Co Llc 6
Orleans Capital Management Corp/la 6
De Burlo Group Inc 6
Mawer Investment Management Ltd. 6
Loudon Investment Management, LLC 6
BARING ASSET MANAGEMENT Ltd 6
Nippon Life Global Investors Americas, Inc. 6
Gamble Jones Investment Counsel 6
Obermeyer Wood Investment Counsel, Lllp 6
Arrow Investment Advisors, LLC 6
Paragon Capital Management LLC 6
PICTET BANK & TRUST Ltd 6
Delek Group, Ltd. 6
Alphagen Securities Llc 6
Simmons First Trust Co Na 6
Willis Investment Counsel 6
Outfitter Advisors, Ltd. 6
TAMRO Capital Partners LLC 6
S. R. Schill & Associates 6
Inspirion Wealth Advisors, Llc 6
Meridian Management Co 6
Deltec Asset Management Llc 6
Madrona Financial Services, LLC 6
Lourd Capital, LLC 6
Badgley Phelps & Bell Inc 6
TD Securities (USA) LLC 6
Phillips Financial Management, Llc 6
Beacon Trust Co 6
Nikko Asset Management Americas, Inc. 6
Monroe Bank & Trust/mi 6
Barry Investment Advisors, LLC 6
Albert D Mason Inc 6
Private Wealth Advisors, Inc. 6
United Bank 6
New England Investment & Retirement Group, Inc. 6
Wallington Asset Management, LLC 6
Nicolet Bankshares Inc 6
Mountain Lake Investment Management LLC 6
Evanston Investments, Inc., dba Evanston Advisors 6
Midas Management Corp 6
Bks Advisors, Llc 6
Decatur Capital Management, Inc. 6
Garrison Asset Management, LLC 6
Foothills Asset Management, Ltd. 6
Cumberland Advisors Inc 6
Cullinan Associates Inc 6
CrestPoint Capital Management, LLC 6
Burns J W & Co Inc/ny 6
Daiwa SB Investments Ltd. 6
EisnerAmper Wealth Management Corporate Benefits, LLC 6
Palo Capital, Inc. 6
Df Dent & Co Inc 6
Mader & Shannon Wealth Management, Inc. 6
Cedar Hill Associates, Llc 6
Motley Fool Asset Management LLC 6
Westbourne Investment Advisors, Inc. 6
Stratford Consulting, LLC 6
Tiemann Investment Advisors, Llc 6
Jacobson & Schmitt Advisors, Llc 6
S&co Inc 6
Arbor Investment Advisors, LLC 6
Signature Financial Management, Inc. 6
Harding Loevner Lp 6
Arvest Bank Trust Division 6
Boston Standard Wealth Management, LLC 6
Blue Edge Capital, LLC 6
Odey Asset Management Group Ltd 6
Ami Investment Management Inc 6
Altavista Wealth Management, Inc. 6
Weatherstone Capital Management 6
Hunter Associates Investment Management Llc 6
Kornitzer Capital Management Inc /ks 6
Pear Tree Advisors Inc 6
Hudson Valley Investment Advisors Inc /adv 6
Gibraltar Capital Management, Inc. 6
Perpetual Investment Management Ltd 6
Lord Abbett Developing Growth Fund, Inc. 6
Matisse Capital 6
Confluence Wealth Management LLC 6
Verde Servicos Internacionais S.A. 6
Exane Asset Management 6
Gruber & Mcbaine Capital Management Llc 6
FDO Partners, LLC 6
Vontobel Swiss Wealth Advisors AG 6
Zions Trust, National Association 6
Granite Point Capital Management, L.P. 6
Prince Street Capital Management LLC 6
Lgl Partners, Llc 6
Towercrest Capital Management 6
Duquesne Family Office LLC 6
Zimmer Partners, LP 6
Park Avenue Institutional Advisers LLC 6
JS Capital Management LLC 6
ARS Investment Partners, LLC 6
Birch Hill Investment Advisors LLC 6
Olstein Capital Management, L.P. 6
Md Sass Investors Services Inc 6
Wall Street Associates 6
Indices-Pac Research Corp. 6
Railway Pension Investments Ltd 6
Legg Mason Investment Counsel & Trust Co., N.A. 6
Banyan Partners, LLC 6
Quad Capital Management Advisors LLC 6
Arvest Trust Co N A 6
Strategic Capital Group LLC 6
HMS Capital Management, LLC 6
Robinson Value Management, Ltd. 6
Radnor Capital Management, LLC 6
Rainier Group Investment Advisory LLC 6
Managed Account Services Inc 6
Riverpoint Wealth Management Holdings, LLC 6
Precept Management LLC 6
PHH Investments, Ltd. 6
Circle Wealth Management, LLC 6
Mubadala Investment Co PJSC 6
Summit Financial Group, Inc. 6
Sage Capital Advisors,llc 6
Amussen Hunsaker Associates Llc 6
Harrington Investments, INC 6
Fintrust Investment Advisory Services, Llc 6
Cito Capital Group, LLC 6
Sompo Japan Nipponkoa Asset Management Co.,ltd. 6
White Lighthouse Investment Management Inc. 6
Spence Asset Management 6
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 6
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 6
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 6
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 6
Putnam Premier Income Trust 6
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 6
Wildermuth Endowment Strategy Fund 6
Eagle Growth & Income Opportunities Fund 6
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 6
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 6
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 6
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 6
Scout Funds 6
Pimco Flexible Credit Income Fund 6
Western Asset Premier Bond Fund 6
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 6
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 6
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 6
Delaware Investments Dividend & Income Fund, Inc 6
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 6
Western Asset Investment Grade Defined Opportunity Trust Inc. 6
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 6
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 6
Sentinel Group Funds Inc 6
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 6
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 6
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 6
Victory Institutional Funds 6
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 6
Oppenheimer Main Street Small Cap Fund 6
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 6
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 6
Satuit Capital Management Trust 6
Western Asset Global Corporate Defined Opportunity Fund Inc. 6
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 6
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 6
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 6
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 6
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 6
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 6
Manning & Napier Group, LLC 6
Sanctuary Wealth Management, L.L.C. 6
SimpliFi, Inc. 6
Sequoia Wealth Management, Llc 6
Prism Advisors, Inc. 6
Martin Capital Partners, LLC 6
Partners Capital Investment Group, Llp 6
Cooper/haims Advisors, Llc 6
Dynasty Wealth Management, Llc 6
Q3 Asset Management 6
Forefront Analytics, LLC 6
Factorial Partners, Llc 6
Planning Directions Inc 6
Rice Partnership, LLC 6
Blackrock Multi-sector Opportunities Trust 6
JGP Wealth Management, LLC 6
Avitas Wealth Management LLC 6
LFA - Lugano Financial Advisors SA 6
Penn Mutual Asset Management, LLC 6
Vickerman & Driscoll Financial Advisors Inc 6
Plimoth Trust Co Llc 6
Eukles Asset Management 6
Shulman DeMeo Asset Management LLC 6
Foresight Wealth Management, LLC 6
Truehand, Inc 6
Mizuho Securities Co. Ltd. 6
Ascent Wealth Partners, LLC 6
Islet Management, LP 6
JFG Wealth Management, LLC 6
Black Diamond Financial, LLC 6
Covenant Partners, LLC 6
Foster Victor Wealth Advisors, LLC 6
Quilter Plc 6
CMC Financial Group 6
Trinity Legacy Partners, LLC 6
Tolleson Wealth Management, Inc. 6
RBA Wealth Management, LLC 6
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 6
Rs Variable Products Trust 6
Aip Series Trust 6
Db-x Exchange-traded Funds Inc. 6
Loeb King Trust 6
Ilmarinen Mutual Pension Insurance Co 6
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 6
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 6
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 6
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 6
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 6
Jnl Series Trust - Jnl/s&p 4 Fund (a) 6
Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 6
NOIEX - Northern Funds - Northern Income Equity Fund 6
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 6
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 6
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 6
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 6
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 6
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 6
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 6
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 6
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 6
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 6
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 6
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 6
PACIFIC SELECT FUND - Comstock Portfolio Class I 6
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 6
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 6
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 6
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 6
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 6
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 6
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 6
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 6
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 6
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 6
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 6
GPMFX - GPS Funds II - GuidePath(R) Managed Futures Strategy Fund Service Shares 6
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 6
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 6
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 6
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 6
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 6
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 6
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 6
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 6
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 6
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 6
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 6
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 6
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 6
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 6
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 6
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 6
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 6
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 6
Blackrock Allocation Target Shares - Bats Series A 6
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 6
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 6
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 6
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 6
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 6
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 6
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 6
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 6
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 6
DBLLX - DoubleLine Funds Trust - DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I 6
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 6
DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I 6
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 6
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 6
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 6
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 6
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 6
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 6
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 6
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 6
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 6
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 6
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 6
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 6
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 6
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 6
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 6
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 6
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 6
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 6
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 6
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 6
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 6
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 6
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 6
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 6
BSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class N 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 6
ULTRA SERIES FUND - Diversified Income Fund Class I 6
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 6
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 6
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares 6
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 6
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 6
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 6
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 6
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 6
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 6
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 6
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 6
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 6
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 6
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 6
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 6
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 6
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares 6
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 6
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 6
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 6
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 6
ESFIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Fund INSTITUTIONAL CLASS SHARES 6
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 6
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 6
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 6
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 6
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 6
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 6
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 6
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 6
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 6
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 6
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 6
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 6
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 6
HDV - iSHARES TRUST - iShares Core High Dividend ETF 6
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 6
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 6
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 6
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 6
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 6
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 6
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 6
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 6
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 6
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 6
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 6
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 6
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 6
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 6
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 6
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 6
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 6
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 6
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 6
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 6
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 6
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 6
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 6
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 6
PSMG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Growth Multi-Asset Allocation ETF 6
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 6
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 6
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 6
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 6
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 6
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 6
Peterson Wealth Management 6
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 6
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 6
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 6
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 6
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 6
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 6
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A 6
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 6
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 6
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 6
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 6
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 6
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 6
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 6
VCULX - VALIC Co I - Growth Fund 6
VCBCX - VALIC Co I - Blue Chip Growth Fund 6
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 6
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 6
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 6
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 6
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 6
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 6
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 6
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 6
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 6
Pennsylvania Capital Management Inc /adv 6
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 6
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 6
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 6
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 6
Euro Pacific Asset Management, LLC 6
Meadow Creek Wealth Advisors Llc 6
BlackRock Multi-Sector Opportunities Trust II 6
Dohj, Llc 6
GFG Capital, LLC 6
ESL Trust Services, LLC 6
Ferguson Shapiro LLC 6
Cascadia Advisory Services, LLC 6
HawsGoodwin Investment Management LLC 6
Argent Wealth Management LLC 6
Menard Financial Group LLC 6
Woodline Partners LP 6
McNaughton Wealth Management, LLC 6
Haafor (Singapore) Pte. Ltd. 6
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 6
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 6
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 6
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 6
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 6
Wealth Enhancement & Preservation of GA, LLC 6
Danda Trouve Investment Management, Inc. 6
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 6
Affinity Capital Advisors, LLC 6
Optimal Asset Management, Inc. 6
Veracity Capital LLC 6
H&H Retirement Design & Management INC 6
MFCPX - M FUND INC - M Capital Appreciation Fund 6
QSTAX - Advisors Preferred Trust - Quantified STF Fund Advisor Class Shares 6
Richard P Slaughter Associates Inc 6
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 6
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares 6
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 6
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class 6
PPM Funds - PPM Small Cap Value Fund (Inst) 6
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 6
A3 Alternative Credit Fund 6
EPIQ Capital Group, LLC 6
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 6
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 6
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 6
OASDX - Series Portfolios Trust - Oakhurst Strategic Defined Risk Fund Institutional Class 6
HUSIX - ADVISORS SERIES TRUST - Huber Capital Small Cap Value Fund Investor Class 6
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 6
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I 6
Canandaigua National Corp 6
RPMAX - Managed Portfolio Series - Reinhart Genesis PMV Fund Investor Class 6
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares 6
DGSMX - World Funds Trust - DGHM V2000 SmallCap Value Fund Investor Class 6
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 6
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 6
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 6
Horst & Graben Wealth Management LLC 6
JRVAX - SARATOGA ADVANTAGE TRUST - James Alpha Relative Value Portfolio Class A Shares 6
JFOIX - SARATOGA ADVANTAGE TRUST - James Alpha Family Office Portfolio Class I 6
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 6
StellarOne CORP 6
Baltimore-Washington Financial Advisors Inc. 6
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 6
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 6
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 6
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 6
One Day In July LLC 6
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 6
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 6
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 6
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 6
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 6
Grant/GrossMendelsohn, LLC 6
Eclectic Associates Inc /adv 6
Peak Financial Advisors Llc 6
Stableford Capital Ii Llc 6
Wealth Management Partners, LLC 6
Phoenix Wealth Advisors 6
Leverage Partners Absolute Return Fund SPC 6
Johnson Bixby & Associates, LLC 6
Cerro Pacific Wealth Advisors LLC 6
Thrive Capital Management, LLC 6
Verdad Advisers, LP 6
Clarus Group, Inc. 6
Ritter Daniher Financial Advisory, Llc 6
Heron Bay Capital Management 6
Tranquilli Financial Advisor LLC 6
Twin Lakes Capital Management, LLC 6
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 6
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 6
Mezzasalma Advisors, LLC 6
Heartland Bank & Trust Co 6
Applied Capital LLC 6
JFOIX - James Alpha Funds Trust - James Alpha Family Office Fund Class I 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 6
Essex LLC 6
Knott David M Jr 6
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 6
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 6
EVNT - AltShares Trust - AltShares Event-Driven ETF 6
IMPACTfolio, LLC 6
TKG Advisors, LLC 6
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 6
Andrew Hill Investment Advisors, Inc. 6
Midwest Heritage Bank, FSB 6
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 6
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 6
Anson Capital, Inc. 6
Naviter Wealth, LLC 6
VELA Investment Management, LLC 6
Orcam Financial Group 6
Dixon Fnancial Services, Inc. 6
Mount Capital Ltd 6
Cook Wealth Management Group Llc 6
RE Dickinson Investment Advisors, LLC 6
Thrive Wealth Management, LLC 6
Pluribus Labs, LLC 6
Phase 2 Partners, LLC 6
Delphia (USA) Inc. 6
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 6
Theory Financial Llc 6
Intelligent Financial Strategies 6
Graham Capital Wealth Management, Llc 6
Treasure Coast Financial Planning 6
Mid-American Wealth Advisory Group, Inc. 6
Benchmark Investment Advisors LLC 6
Rinkey Investments 6
Rather & Kittrell, Inc. 6
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 6
FirstPurpose Wealth LLC 6
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 6
Montz Harcus Wealth Management LLC 6
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 6
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 6
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 6
Strengthening Families & Communities, LLC 6
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 6
Libra Wealth Llc 6
EHP Funds Inc. 6
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 6
IRBA - LITMAN GREGORY FUNDS TRUST - iMGP RBA Responsible Global Allocation ETF 6
Transatlantique Private Wealth Llc 6
Coombe, Bender & Co LLC 6
FSM Wealth Advisors, LLC 6
Coastwise Capital Group, LLC 6
Price Jennifer C. 6
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 6
Sharper & Granite LLC 6
Centurion Wealth Management LLC 6
Millington Financial Advisors, LLC 6
Lodestone Wealth Management LLC 6
Cora Capital Advisors Llc 6
Rooted Wealth Advisors, Inc. 6
Worth Financial Advisory Group, LLC 6
Owen LaRue, LLC 6
Innovis Asset Management Llc 6
Kraft, Davis & Associates, LLC 6
Asset Allocation Strategies LLC 6
LaSalle St. Investment Advisors, LLC 6
Bbjs Financial Advisors, Llc 6
Continuum Wealth Advisors, Llc 6
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 6
Whitaker-Myers Wealth Managers, LTD. 6
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 6
Grey Street Capital, LLC 6
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 6
Cardinal Point Capital Management, ULC 6
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 6
Values Added Financial LLC 6
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 6
Fortune Financial Advisors, LLC 6
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 6
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 6
Lunt Capital Management, Inc. 6
Prosperity Wealth Management, Inc. 6
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 6
AVGV - AMERICAN CENTURY ETF TRUST - Avantis All Equity Markets Value ETF 6
Strategic Advocates LLC 6
Ramirez Asset Management, Inc. 6
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 6
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 6
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 6
Fidelity D & D Bancorp Inc 6
TrueMark Investments, LLC 6
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 6
Lecap Asset Management Ltd 6
Cetera Trust Company, N.A 6
Fielder Capital Group LLC 6
ClearAlpha Technologies LP 6
Pfc Capital Group, Inc. 6
EnRich Financial Partners LLC 6
Traction Financial Partners, LLC 6
FJ Investments, LLC 6
FF Advisors,LLC 6
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 6
Ark & Tlk Investments, Llc 6
Cooksen Wealth, LLC 6
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 6
Emprise Bank 6
Mainsail Asset Management, Llc 6
Lane & Associates LLC 6
Accordant Advisory Group Inc 6
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 6
Tenon Financial LLC 6
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 6
Catalina Capital Group, LLC 6
McCarthy & Cox 6
Mason Capital Fund Trust - Fundamentals First ETF 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 6
Vista Investment Partners Llc 6
Sugar Maple Asset Management, LLC 6
Institutional Investment Strategy Fund 6
Oak Root LLC 6
Investment Planning Advisors, Inc. 6
Sage Capital Management, LLC 6
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 6
Brass Tax Wealth Management, Inc 6
Squire Investment Management Company, LLC 6
Correct Capital Wealth Management 6
Drucker Wealth 3.0, LLC 6
Aviso Financial Inc. 6
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 6
Code Waechter LLC 6
Pure Portfolios Holdings Llc 6
Axecap Investments, LLC 6
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 6
Quartz Partners, LLC 6
Everstar Asset Management, LLC 6
Onefund, Llc 6
Cornerstone Advisors Asset Management, Inc 6
Valued Retirements, Inc. 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
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 6
Board of the Pension Protection Fund 6
Wealthcare Capital Partners, LLC 6
Puff Wealth Management, Llc 6
Wealth Management Nebraska 6
Winebrenner Capital Management Llc 6
Post Resch Tallon Group Inc. 6
Unified Investment Management 6
Hopwood Financial Services, Inc. 6
one8zero8, LLC 6
Flagship Wealth Advisors, Llc 6
Runnymede Capital Advisors, Inc. 6
Broadway Wealth Solutions, Inc. 6
AssuredPartners Investment Advisors, LLC 6
Crux Wealth Advisors 6
Petros Family Wealth, LLC 6
Family Office Research LLC 6
Holcombe Financial, Inc. 6
Bridge Generations Wealth Management Llc 6
Mufg Securities Americas Inc. 6
Minot DeBlois Advisors LLC 6
Headland Capital, LLC 6
Westbourne Investments, Inc. 6
McMill Wealth Management 6
Parr Mcknight Wealth Management Group, Llc 6
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 6
TFR Capital, LLC. 6
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 6
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares 6
Forefront Wealth Partners, LLC 6
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 6
Plum Street Advisors, LLC 6
Porter White Investment Advisors, Inc. 6
Optima Capital Llc 6
Claris Financial LLC 6
Ag2r La Mondiale Gestion D'actifs 6
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 6
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 6
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 6
Boreal Capital Management LLC 6
Summit Wealth Group Llc / Co 6
Argyle Capital Partners, LLC 6
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 6
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 6
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 6
Midwestern Financial, LLC /IA 6
HSOVX - HARBOR FUNDS - Harbor Small Cap Value Opportunities Fund Institutional Class 5
Brightworth 5
IVC Wealth Advisors LLC 5
Bridge Creek Capital Management LLC 5
American Family Insurance Mutual Holding Co 5
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 5
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 5
Blackrock Enhanced Equity Dividend Trust 5
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 5
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 5
Sound Financial Strategies Group, LLC 5
Empyrean Capital Partners, LP 5
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 5
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 5
CVAR - ETF Opportunities Trust - Cultivar ETF 5
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 5
Shellback Capital, LP 5
Himco Variable Insurance Trust 5
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 5
ZIG - ETF Series Solutions - The Acquirers Fund 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 5
Rnc Capital Management Llc 5
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 5
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 5
Gainplan LLC 5
Filament LLC 5
iAB Financial Bank 5
Mitchell Mcleod Pugh & Williams Inc 5
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 5
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 5
MGO Private Wealth, LLC 5
James Hambro & Partners 5
TriaGen Wealth Management LLC 5
Cutler Investment Counsel Llc 5
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 5
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 5
ANTIPODES PARTNERS Ltd 5
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 5
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 5
Hunting Hill Global Capital, LLC 5
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 5
Leigh Baldwin & Co., Llc 5
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 5
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 5
Soundwatch Capital LLC 5
Elios Financial Group Inc. 5
NEIRG Wealth Management, LLC 5
WoodTrust Financial Corp 5
Robinson Capital Management, Llc 5
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 5
Cushing Capital Partners, LLC 5
Summitry Llc 5
Poehling Capital Management, LLC 5
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 5
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 5
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 5
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 5
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 5
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 5
Mission Creek Capital Partners, Inc. 5
Financial Planning & Information Services, Inc. 5
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 5
Perennial Advisors, LLC 5
RPG Investment Advisory, LLC 5
MVFG - Northern Lights Fund Trust IV - Monarch Volume Factor Global Unconstrained Index ETF 5
Exos TFP Holdings LLC 5
Sara-Bay Financial 5
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 5
PCJ Investment Counsel Ltd. 5
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 5
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 5
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 5
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 5
Greenwood Gearhart Inc 5
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 5
Sovarnum Capital L.p. 5
Nokota Management, LP 5
Mra Associates Usa Llc 5
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 5
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 5
Hemenway Trust Co LLC 5
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 5
Keeler & Nadler Financial Planning & Wealth Management 5
Vantage Financial Partners, LLC 5
Lifelong Wealth Advisors, Inc. 5
Seldon Capital Lp 5
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 5
Addison Capital Co 5
WELLINGTON TRUST Co N A 5
Kerntke Otto McGlone Wealth Management Group 5
Pimco Dynamic Credit & Mortgage Income Fund 5
PFW Advisors LLC 5
Eggemeyer John M Iii 5
Nan Shan Life Insurance Co., Ltd. 5
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 5
Prescott Group Capital Management, L.l.c. 5
Siena Capital Llc 5
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 5
SG Capital Management LLC 5
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 5
Edge Financial Advisors LLC 5
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 5
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 5
Mitchell Sinkler & Starr/pa 5
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 5
JBR Co Financial Management Inc 5
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 5
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 5
Foguth Wealth Management, LLC. 5
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 5
Axim Planning & Wealth 5
M Wealth Management, LLC 5
ACT Advisors, LLC. 5
Am Investment Strategies Llc 5
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 5
Round Hill Asset Management 5
Scholtz & Company, Llc 5
Wheatland Advisors Inc 5
Davy Global Fund Management Ltd 5
Mondrian Investment Partners LTD 5
MADDEN SECURITIES Corp 5
Chase Investment Counsel Corp 5
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 5
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 5
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 5
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF 5
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 5
Schooner Investment Group, LLC. 5
QTPI - Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF 5
Jackson Financial Management 5
Rodgers Brothers Inc. 5
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 5
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 5
Burke & Herbert Bank & Trust Co 5
Arrowroot Family Office, LLC 5
Trinity Wealth Management, LLC 5
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 5
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 5
SSIZX - Northern Lights Fund Trust - Sierra Tactical Core Income Fund Class A Shares 5
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 5
Ruffer LLP 5
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 5
Clare Market Investments LLC 5
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 5
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 5
Bull Oak Capital, LLC 5
Matrix Asset Advisors Inc/ny 5
Kahn Brothers Group Inc /de/ 5
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 5
Midwest Financial Group LLC 5
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 5
FSVQX - World Funds Trust - Clifford Capital Focused Small Cap Value Fund Super Institutional Class 5
Markston International Llc 5
Sumitomo Life Insurance Co 5
Grant Street Asset Management, Inc. 5
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 5
WESCAP Management Group, Inc. 5
Alta Capital Management Llc/ 5
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 5
Wilmington Trust Investment Management, LLC 5
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 5
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 5
Fir Tree Capital Management Lp 5
Pcm Fund, Inc. 5
Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund 5
First Ascent Asset Management, LLC 5
High Probability Advisors, LLC 5
West Chester Capital Advisors, Inc 5
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 5
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 5
Cs Mckee Lp 5
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 5
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 5
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 5
Resource Management, LLC 5
Sunnymeath Asset Management, Inc. 5
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 5
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 5
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 5
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 5
Sky Investment Group LLC 5
Sunflower Bank, N.A. 5
Sessa Capital IM, L.P. 5
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 5
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 5
National Rural Electric Cooperative Association 5
Toscafund Asset Management LLP 5
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 5
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 5
Clough Global Equity Fund 5
Vantage Financial Partners Ltd., Inc. 5
Stordahl Capital Management, Inc. 5
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 5
JAESX - James Alpha Funds Trust - James Alpha Event Driven Fund Class R6 5
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 5
Autumn Glory Partners, LLC 5
RELIANCE TRUST Co 5
JRVIX - James Alpha Funds Trust - James Alpha Relative Value Fund Class I 5
Heritage Oak Wealth Advisors Llc 5
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 5
Second Half Financial Partners, LLC 5
Baron Wealth Management LLC 5
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 5
Poplar Forest Capital LLC 5
Tandem Financial, LLC 5
Financial Consulate Inc. 5
First National Bank of Mount Dora, Trust Investment Services 5
Noesis Capital Mangement Corp 5
Lynch & Associates/in 5
AGUAX - AMERICAN BEACON FUNDS - American Beacon Frontier Markets Income Fund A Class 5
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 5
Nuveen Diversified Dividend & Income Fund 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 5
Family Capital Trust Co 5
HORAN Wealth, LLC 5
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 5
Pillar Financial Advisors, LLC 5
Titus Wealth Management 5
Bedrijfstakpensioenfonds Voor De Media Pno 5
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 5
Orgel Wealth Management, LLC 5
WealthTrust Asset Management, LLC 5
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 5
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 5
Massachusetts Mutual Life Insurance Co 5
DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I 5
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 5
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 5
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 5
Treynor Bancshares, Inc. 5
Advanced Series Trust - Ast High Yield Portfolio 5
Legacy Trust 5
Haberer Registered Investment Advisor Inc 5
Newtyn Management, LLC 5
Rothschild Capital Partners, LLC 5
MRP Capital Investments, LLC 5
Aristotle Capital Management, LLC 5
BlueChip Wealth Advisors LLC 5
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 5
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 5
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 5
Dravo Bay Llc 5
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 5
Claar Advisors LLC 5
Nuveen High Income 2020 Target Term Fund 5
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 5
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 5
Geller Advisors LLC 5
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 5
Henssler Funds Inc 5
Hiddenite Capital Partners LP 5
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 5
WHV Investments, Inc. 5
Eudaimonia Advisors Llc 5
Mariner Investment Group Llc 5
Destiny Capital Corp/CO 5
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 5
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 5
Beacon Bridge Wealth Partners, LLC 5
Detwiler Fenton Investment Management LLC 5
Richard C. Young & CO., LTD. 5
Formula Growth Ltd 5
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 5
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 5
Chemistry Wealth Management LLC 5
RAM Investment Partners, LLC 5
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 5
Palogic Value Management, L.P. 5
Moreno Evelyn V 5
Arctis Global LLC 5
Union Bancaire Privee, UBP SA 5
Gould Capital, LLC 5
Carrera Capital Advisors 5
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 5
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 5
UDI - USCF ETF Trust - USCF Dividend Income Fund 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 5
Lcnb Corp 5
Guild Investment Management, Inc. 5
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 5
Reframe Wealth, Llc 5
Westfuller Advisors, LLC 5
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 5
Aberdeen Asia-pacific Income Fund Inc 5
Sig Brokerage, Lp 5
Bluesphere Advisors, LLC 5
AACQX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2035 Portfolio R6 Class 5
Portland Global Advisors LLC 5
American Money Management, LLC 5
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 5
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 5
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 5
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 5
Trail Ridge Investment Advisors, LLC 5
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 5
Wulff, Hansen & Co. 5
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 5
May Hill Capital, LLC 5
Triton Wealth Management, PLLC 5
W Advisors, Llc 5
Kenfarb & Co. 5
TrimTabs Asset Management, LLC 5
Brown Wealth Management, Llc 5
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 5
Nippon Life Insurance Co 5
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 5
Oppenheimer Integrity Funds 5
Roof Eidam & Maycock/adv 5
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 5
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 5
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares 5
Granite Investment Advisors, LLC 5
Bowman & Co S.C. 5
North American Management Corp 5
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 5
First National Advisers, LLC 5
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 5
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 5
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 5
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 5
Anson Funds Management LP 5
Van Strum & Towne Inc. 5
Trace Wealth Advisors, LLC 5
Bramshill Investments, LLC 5
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 5
PDHAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Hard Currency Fund Class A 5
INC - VanEck ETF Trust - VanEck Dynamic High Income ETF 5
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 5
Oppenheimer Global Multi-asset Income Fund 5
Mitchell Capital Management Co 5
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 5
Landmark Wealth Management, Inc. 5
Del-Sette Capital Management, LLC 5
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 5
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 5
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 5
Paulson & Co. Inc. 5
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 5
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 5
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 5
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 5
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 5
EMB - iSHARES TRUST - iShares J.P. Morgan USD Emerging Markets Bond ETF 5
New Harbor Financial Group, LLC 5
Azimuth Capital Investment Management LLC 5
Schaper Benz & Wise Investment Counsel Inc/wi 5
AAEWX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2030 Portfolio I Class 5
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 5
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 5
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class 5
Brown Financial Advisory 5
Tallon Kerry Patrick 5
AABKX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2025 Portfolio I Class 5
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 5
Private Wealth Advisors, LLC 5
Platinum Management (NY) LLC 5
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 5
Rainier Investment Management Mutual Funds 5
Xcel Wealth Management, LLC 5
Tealwood Asset Management Inc 5
Ramius Advisors Llc 5
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 5
Sadoff Investment Management Llc 5
GenWealth Group, Inc. 5
Emory University 5
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 5
Rezny Wealth Management, Inc. 5
Schwallier Wealth Management LLC 5
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 5
January Capital Advisors LLC 5
Long Island Wealth Management, Inc. 5
Tevis Investment Management 5
SGL Investment Advisors, Inc. 5
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 5
Jentner Corp 5
AAAOX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2020 Portfolio I Class 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 5
Freedom Financial Partners LLC 5
Bridge City Capital, LLC 5
Stonegate Investment Group, LLC 5
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 5
Timpani Capital Management LLC 5
Court Place Advisors, LLC 5
Frederick Financial Consultants, LLC 5
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 5
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 5
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 5
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 5
Allied Investment Advisors, LLC 5
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 5
Waycross Partners, Llc 5
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 5
DGS Capital Management, LLC 5
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 5
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 5
Mitsubishi UFJ Asset Management (UK) Ltd. 5
AMVAX - Columbia Funds Series Trust II - Columbia Small/Mid Cap Value Fund Class A 5
First Financial Bankshares Inc 5
CWH Capital Management, Inc. 5
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 5
Chiron Investment Management, LLC 5
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 5
Battery Global Advisors, LLC 5
Riverchase Wealth Management, Llc 5
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 5
LDMYX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Bond Fund Class I 5
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 5
Wellington Wealth Strategies, LLC. 5
Pictet & Cie (Europe) SA 5
NISPX - Nuveen Managed Accounts Portfolios Trust - Nuveen Preferred Securities and Income Managed Accounts Portfolio Common Shares 5
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 5
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 5
BlueStem Wealth Partners, LLC 5
Otter Creek Management Inc 5
Orbitronix, LP 5
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 5
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 5
Heritage Wealth Architects, Inc. 5
Basso Capital Management, L.p. 5
QSPMX - Advisors Preferred Trust - Quantified Pattern Recognition Fund Investor Class Shares 5
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 5
Bard Associates Inc 5
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 5
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 5
Investors Financial Group, LLC 5
denkapparat Operations GmbH 5
Hendershot Investments Inc. 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 5
LST - Managed Portfolio Series - Leuthold Select Industries ETF 5
Stratton Funds, Inc. 5
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 5
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 5
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 5
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 5
Adell Harriman & Carpenter Inc 5
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 5
Equity Investment Corp 5
IFG Advisors, LLC 5
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 5
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 5
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 5
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5
Svenska Handelsbanken AB (publ) 5
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 5
Atlanta Capital Management Co L L C 5
Capital Insight Partners, Llc 5
Burkett Financial Services, Llc 5
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 5
Trafelet Brokaw Capital Management, L.p. 5
Miller Investment Management, LP 5
Hall Capital Management Co Inc 5
Angel Oak Strategic Credit Fund 5
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 5
Snyder Capital Management L P 5
MSCFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Small Cap Fund 5
Chelsea Counsel Co 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 5
Folger Nolan Fleming Douglas Capital Management, Inc 5
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 5
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 5
WBLNX - WILLIAM BLAIR FUNDS - William Blair Low Duration Fund Class N 5
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 5
Apollo Management Holdings, L.P. 5
Anthracite Investment Company, Inc. 5
Dreyfus High Yield Strategies Fund 5
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 5
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 5
New Century Financial Group, LLC 5
Jacksonville Wealth Management, LLC 5
Avenue Income Credit Strategies Fund 5
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 5
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 5
Marco Investment Management Llc 5
Reynders McVeigh Capital Management, LLC 5
VCGEX - VALIC Co I - Emerging Economies Fund 5
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 5
Clough Capital Partners L P 5
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 5
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 5
DORCHESTER WEALTH MANAGEMENT Co 5
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 5
Professional Planning 5
QEVOX - Advisors Preferred Trust - Quantified Evolution Plus Fund Investor Class Shares 5
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 5
Trium Capital LLP 5
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 5
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 5
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 5
Blackrock Debt Strategies Fund, Inc. 5
VCIGX - VALIC Co I - Dividend Value Fund 5
Fdp Series, Inc. 5
VFPIX - FundVantage Trust - Private Capital Management Value Fund Class I 5
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I 5
DAINX - Dunham Funds - Dunham International Stock Fund Class A 5
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 5
Galvin, Gaustad & Stein, LLC 5
Cornerstone Capital, Inc. 5
Securian Funds Trust - SFT T. Rowe Price Value Fund 5
Tower Bridge Advisors 5
Solutions 4 Wealth, Ltd 5
Gardner Russo & Quinn Llc 5
Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) 5
Round Table Services, LLC 5
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 5
LDRS - Innovator ETFs Trust - Innovator IBD(R) ETF Leaders ETF 5
Emrys Partners, L.P. 5
CM Management, LLC 5
Stonebrook Private Inc. 5
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 5
Aldebaran Financial Inc. 5
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 5
SNUG - Alpha Architect ETF Trust - Merlyn.AI Tactical Growth and Income ETF 5
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 5
Castle Creek Arbitrage, LLC 5
Independence Capital Asset Partners, LLC 5
Azimuth Capital Management LLC 5
Markel Corp 5
Liontrust Investment Partners LLP 5
Sentinel Variable Products Trust 5
Gitterman Wealth Management, LLC 5
VCI Wealth Management LLC 5
ASTIX - Northern Lights Fund Trust - Astor Dynamic Allocation Fund Class I shares 5
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 5
Willner & Heller, Llc 5
Divergent Wealth Advisors, Llc 5
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 5
Bridgecreek Investment Management, LLC 5
Mb, Levis & Associates, Llc 5
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 5
Monument Group Wealth Advisors, LLC 5
American National Bank & Trust Co /va/ 5
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 5
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 5
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 5
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 5
Soundmark Wealth Management, Llc 5
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 5
Hudson Portfolio Management LLC 5
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 5
Catawba Capital Management /va 5
Columbus Hill Capital Management, L.P. 5
Coho Partners, Ltd. 5
HRAAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD GROWTH ALLOCATION FUND Class A 5
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 5
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 5
Financial Symmetry Inc 5
Blue Rock Advisors, LLC 5
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 5
Trajan Wealth LLC 5
Cowen Prime Services LLC 5
First National Bank of Hutchinson 5
Cypress Capital Management Llc 5
HBAAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD MODERATE ALLOCATION FUND Class A 5
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 5
HCVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CONSERVATIVE ALLOCATION FUND Class A 5
Walter & Keenan Financial Consulting Co /mi/ /adv 5
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 5
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 5
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 5
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 5
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 5
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 5
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 5
Philip James Wealth Mangement, LLC 5
Trellus Management Company, LLC 5
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 5
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 5
Navalign, LLC 5
Karpus Management, Inc. 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 5
Private Wealth Partners, LLC 5
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 5
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 5
Gmt Capital Corp 5
Kimelman & Baird, LLC 5
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 5
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 5
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 5
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 5
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 5
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 5
Keudell/Morrison Wealth Management 5
Acas, Llc 5
APG Asset Management US Inc. 5
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 5
Aft, Forsyth & Sober, LLC 5
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 5
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 5
Brophy Wealth Management, LLC 5
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 5
One + One Wealth Management, Llc 5
Crew Capital Management, Ltd. 5
Tradition Asset Management Llc 5
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 5
Employers Holdings, Inc. 5
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 5
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 5
Accredited Investor Services, Llc 5
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 5
Fbl Investment Management Services Inc/ia 5
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 5
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR 5
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 5
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 5
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 5
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 5
Hall Laurie J Trustee 5
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 5
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 5
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 5
National Penn Investors Trust Co /pa 5
Midwest Capital Advisors, LLC 5
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 5
JBJ Investment Partners, LLC 5
Dfa Investment Trust Co - The Emerging Markets Series 5
Baader Bank INC 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 5
Spartan Planning & Wealth Management 5
LaFleur & Godfrey LLC 5
TCUUX - TRUST FOR CREDIT UNIONS - Ultra-Short Duration Portfolio TCU Shares 5
Physicians Financial Services, Inc. 5
Pettinga Financial Advisors, LLC 5
New York Life Trust Co 5
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 5
Deimos Asset Management LLC 5
Douglas Lane & Associates, LLC 5
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 5
Three Corner Global Investors LP 5
Capitol Family Office, Inc. 5
Ccg Wealth Management, Llc 5
Uniplan Investment Counsel, Inc. 5
BDKAX - Investment Managers Series Trust - Braddock Multi-Strategy Income Fund Class A Shares 5
Tounjian Advisory Partners, Llc 5
Concentric Capital Strategies, LP 5
Facet Wealth, Inc. 5
EverPoint Asset Management, LLC 5
American National Insurance Co /tx/ 5
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 5
Mechanics Financial Corp 5
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 5
Managed Account Series II - BlackRock U.S. Mortgage Portfolio Investor A Shares 5
Modus Advisors, LLC 5
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF 5
Helen Stephens Group, LLC 5
Commons Capital, Llc 5
Waverton Investment Management Ltd 5
Overland Advisors, LLC 5
Orin Green Financial, LLC 5
Paradigm Financial Advisors, LLC 5
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 5
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 5
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 5
Godshalk Welsh Capital Management, Inc. 5
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 5
FTSAX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares 5
Lowery Thomas, Llc 5
Irving Magee Investment Management 5
INKM - SSGA Active Trust - SPDR SSGA Income Allocation ETF 5
Ledge Wealth Management, Inc. 5
LongView Wealth Management 5
Pacific Edge Advisors, LLC 5
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 5
Golden Bell Financial Planning LLC 5
Goldman Sachs Asset Management, L.p. 5
Chessman Wealth Strategies Ria 5
Lakewood Capital Management, Lp 5
Swaine & Leidel Wealth Services, Llc 5
RiverPoint Capital Management, LLC 5
Alliance Wealth Advisors, LLC 5
MGVAX - MAINSTAY FUNDS - MainStay MacKay Infrastructure Bond Fund Class A 5
Kesler, Norman & Wride, LLC 5
Valley Forge Asset Management, Llc 5
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 5
44 Wealth Management Llc 5
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 5
Journey Advisory Group, LLC 5
AIA Investment Management Private Ltd 5
New Insight Wealth Advisors 5
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 5
Stone Point Capital Llc 5
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 5
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 5
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 5
Northside Capital Management, LLC 5
Navis Wealth Advisors, LLC 5
Family Investment Center, Inc. 5
Powell Investment Advisors, LLC 5
DWFI - SPDR SERIES TRUST - SPDR Dorsey Wright Fixed Income Allocation ETF 5
Cornerstone Financial Partners, LLC 5
LGT Fund Management Co Ltd. 5
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 5
TCP Asset Management, LLC 5
Kaufman Rossin Wealth, LLC 5
BKA Wealth Consulting, Inc. 5
Brave Asset Management Inc 5
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C 5
Menlo Advisors Llc 5
HSBC FUNDS - HSBC Strategic Income Fund Class A 5
Summit Wealth Group, LLC 5
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 5
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 5
Strait & Sound Wealth Management LLC 5
SRCMX - PRINCIPAL FUNDS INC - California Municipal Fund Class A 5
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 5
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 5
Long Run Wealth Advisors, LLC 5
Single Point Partners, LLC 5
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 5
HOMPX - Series Portfolios Trust - HW Opportunities MP Fund 5
Johnson Financial Group, LLC 5
Renaissance Investment Consultants Holding Company, Llc 5
Houlihan Financial Resource Group, Ltd. 5
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 5
NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares 5
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 5
Knuff & Co LLC 5
Northstar Advisory Group, LLC 5
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 5
Stiles Financial Services Inc 5
Yardley Wealth Management LLC 5
Mediolanum International Funds Ltd 5
Planwiser Financial, Llc 5
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 5
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 5
Laird Norton Trust Company, Llc 5
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 5
Corbett Road Capital Management, Llc 5
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 5
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 5
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 5
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 5
Oxinas Partners Wealth Management LLC 5
Vanguard Morgan Growth Fund 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 5
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 5
Retirement Financial Solutions, Llc 5
Greenlight Capital Inc 5
PACIFIC SELECT FUND - Core Income Portfolio Class I 5
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 5
Lattice Strategies LLC 5
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 5
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 5
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 5
Oppenheimer Global Strategic Income Fund 5
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 5
Guardian Investor Services Llc 5
O'Shares Investment Advisers, LLC 5
Senator Investment Group LP 5
Outfitter Financial LLC 5
Advanced Research Investment Solutions, Llc 5
Breiter Capital Management Inc 5
PFM Asset Management LLC 5
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 5
Horizon Family Wealth, Inc. 5
Crestone Asset Management LLC 5
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 5
MRGR - PROSHARES TRUST - ProShares Merger ETF 5
Melone Private Wealth, LLC 5
PointState Capital LP 5
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 5
Destiny Capital Securities Corporation 5
Financial Security Advisor, Inc. 5
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 5
Cadence Bank Na 5
UBP Investment Advisors SA 5
Andesa Financial Management Inc. 5
Bedel Financial Consulting Inc 5
Equitec Specialists, Llc 5
Ardent Capital Management, Inc. 5
Pt Asset Management, Llc 5
Rokos Capital Management LLP 5
Empire Life Investments Inc. 5
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 5
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 5
Valley National Bancorp 5
Satovsky Asset Management Llc 5
Artemis Wealth Advisors, LLC 5
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 5
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 5
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 5
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 5
Vickerman Investment Advisors, Inc. 5
Nicholson Wealth Management Group, LLC 5
AVNM - AMERICAN CENTURY ETF TRUST - Avantis All International Markets Equity ETF 5
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 5
Turning Point Benefit Group, Inc. 5
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 5
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 5
Manatuck Hill Partners, LLC 5
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 5
Coatue Management Llc 5
ASB Consultores, LLC 5
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 5
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 5
Strategic Value Investors LP 5
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 5
Align Wealth Management, LLC 5
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 5
SeaTown Holdings Pte. Ltd. 5
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 5
HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES 5
Baltimore Capital Management, Inc 5
CIC Wealth, LLC 5
Compton Wealth Advisory Group, LLC 5
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 5
Lyell Wealth Management, Lp 5
Kelly Lawrence W & Associates Inc/ca 5
Source Financial Advisors LLC 5
Strategic Wealth Management Inc 5
Generali Asset Management SPA SGR 5
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 5
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 5
Credential Securities Inc. 5
Maple Capital Management, Inc. 5
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 5
Milestone Asset Management Group, LLC 5
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 5
Ally Financial Inc. 5
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 5
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 5
Foxby Corp. 5
Lomas Capital Management, LLC 5
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 5
Madison Covered Call & Equity Strategy Fund 5
Parameter Capital Management LLC 5
Wall Capital Group, Inc. 5
Whalerock Point Partners, Llc 5
Hamilton Wealth, LLC 5
Strategic Financial Planning, Inc. 5
Hedges Asset Management LLC 5
Liberty All Star Equity Fund 5
Dougherty Wealth Advisers LLC 5
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 5
Utc North American Fund, Inc. 5
Bar Harbor Trust Services 5
Legacy Advisory Services, LLC 5
Viking Fund Management Llc 5
Axiom Advisory, LLC 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 5
VACVX - VALIC Co II - Large Cap Value Fund 5
FLC Capital Advisors 5
Garrison Point Advisors, Llc 5
Capstone Wealth Management Group, Llc 5
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 5
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 5
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 5
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 5
Simply Money Advisors 5
VAMGX - VALIC Co II - Mid Cap Growth Fund 5
Point View Wealth Management, Inc. 5
AIFG Consultants Ltd. 5
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 5
Tcfg Wealth Management, Llc 5
McCarthy Grittinger Financial Group, LLC 5
Sovereign Financial Group, Inc. 5
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 5
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 5
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 5
Starfire Investment Advisers, Inc. 5
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 5
Israel Discount Bank Of New York /gfn 5
Cascades Capital Asset Management, LLC 5
Access Financial Services, Inc. 5
Luminist Capital LLC 5
WIZ - Alpha Architect ETF Trust - Merlyn.AI Bull-Rider Bear-Fighter ETF 5
Ameraudi Asset Management, Inc. 5
Oak Family Advisors, Llc 5
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 5
Aristeia Capital Llc 5
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 5
BCGM Wealth Management, LLC 5
BERIX - Chartwell Funds - Berwyn Income Fund 5
Game Plan Financial Advisors, LLC 5
AllGen Financial Advisors, Inc. 5
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 5
Mattern Capital Management, Llc 5
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 5
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 5
Coyle Financial Counsel LLC 5
CacheTech Inc. 5
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 5
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 5
May Barnhard Investments LLC 5
Element Pointe Advisors, Llc 5
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 5
Belmont Capital, LLC 5
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 5
Tiger Management L.l.c. 4
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 4
Financial Architects, LLC 4
SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund 4
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 4
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A 4
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 4
Priebe Wealth Holdings LLC 4
Gladstone Capital Management LLP 4
SMIFX - VALUED ADVISERS TRUST - Sound Mind Investing Fund 4
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 4
Progressive Investment Management Corp 4
Alaethes Wealth LLC 4
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 4
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 4
PQSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Value Fund Class A 4
Drexel Morgan & Co. 4
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 4
Schnieders Capital Management Llc 4
Maryland Capital Management 4
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C 4
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 4
QRSVX - BRAGG CAPITAL TRUST - FPA Queens Road Small Cap Value Fund Investor Class 4
Hi-Line Capital Management, LLC 4
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 4
Principal Street Partners, LLC 4
Hovde Eric D 4
Smith Capital Management Inc /ar/adv 4
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 4
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 4
Tyrus Capital S.A.M. 4
PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I 4
Fft Wealth Management Llc 4
440 Investment Group, Llc 4
Alphadyne Asset Management, LLC 4
Sherrill & Hutchins Financial Advisory, Inc 4
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 4
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 4
Cortland Advisers Llc 4
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 4
Kerrisdale Advisers, LLC 4
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 4
Invera Wealth Advisors, LLC 4
Droms Strauss Advisors Inc /mo/ /adv 4
Taika Capital, LP 4
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 4
Pacific Global Investment Management Co 4
Rosenblum Silverman Sutton S F Inc /ca 4
Sylvest Advisors, LLC 4
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 4
Patriot Financial Partners II, L.P. 4
Defined Wealth Management, Llc 4
Tweedy, Browne Co LLC 4
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 4
America First Investment Advisors, LLC 4
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 4
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 4
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 4
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 4
IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P 4
Youngs Advisory Group, Inc. 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
Columbia Advisory Partners Llc 4
Spindletop Capital, LLC 4
Capital Growth Management Lp 4
RCTRX - Trust for Advised Portfolios - Regan Total Return Income Fund Investor Class 4
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 4
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 4
Curran Financial Partners, LLC 4
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 4
HSBC FUNDS - HSBC High Yield Fund Class A 4
Tuscan Ridge Asset Management Llc 4
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 4
Supplemental Annuity Collective Trust of NJ 4
FTSFX - Capitol Series Trust - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares 4
BT Wealth Management LLC 4
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 4
Kingstone Capital Partners Texas, LLC 4
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 4
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 4
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 4
NORTHERN LIGHTS FUND TRUST II - Hodges Small Cap Fund Retail Class Shares 4
Luken Investment Analytics, LLC 4
Alan B. Lancz & Associates, Inc. 4
VELA Funds - VELA Small Cap Fund Class I 4
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 4
Appaloosa Lp 4
Allen Mooney & Barnes Investment Advisors LLC 4
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 4
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 4
London & Capital Asset Management Ltd 4
JGP Global Gestao de Recursos Ltda. 4
RESAX - RBC FUNDS TRUST - RBC BlueBay Emerging Market Debt Fund Class A 4
Investment Management Corp /va/ /adv 4
Exchange Bank 4
Purus Wealth Management, LLC 4
Frisch Financial Group, Inc. 4
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 4
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 4
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 4
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 4
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 4
CBMAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Mid Cap Value Fund Class A 4
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 4
City National Bank Of Florida /msd 4
PCY - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF 4
Egerton Capital (UK) LLP 4
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 4
Integrated Capital Management, Inc. 4
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 4
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 4
Pineno Levin & Ford Asset Management, Inc. 4
Kolinsky Wealth Management, LLC 4
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 4
Par Capital Management Inc 4
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 4
Appleton Group, Llc 4
Financial Advisors, LLC 4
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 4
140 Summer Partners LP 4
Gratia Capital, Llc 4
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 4
Frontier Asset Management, LLC 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
Constellation Wealth Advisors, LLC 4
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 4
Farmers & Merchants Trust Co of Long Beach 4
Covea Finance 4
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 4
First National Bank of South Miami 4
Ghisallo Capital Management LLC 4
Key Bridge Compliance, LLC 4
Dentgroup LLC 4
Bronte Capital Management Pty Ltd. 4
Cardinal Point Wealth Management Partners, LLC 4
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 4
Engine No. 1 Llc 4
Hoese & Co LLP 4
Traverso Chambers Private Wealth Management, LLC 4
Cai Capital Management, Inc. 4
Front Barnett Associates Llc 4
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 4
Verus Wealth Management, Llc 4
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class 4
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 4
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 4
TRTY - Cambria ETF Trust - Cambria Trinity ETF 4
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 4
AMFNX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Managed Futures Strategy Fund Class R6 4
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 4
Lebenthal Holdings,LLC 4
Consultiva Wealth Management, Corp. 4
Ade, Llc 4
Aquire Wealth Advisors, LLC 4
Asset Allocation & Management Company, LLC 4
American Independence Financial Services LLC 4
Wealth Effects Llc 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 4
First International Bank of Israel Ltd. 4
Elkhorn Investments, LLC 4
RHS Financial, LLC 4
Northwest Bank & Trust Co 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 4
Dymon Asia Capital (singapore) Pte. Ltd. 4
GMOM - Cambria ETF Trust - Cambria Global Momentum ETF 4
Anderson Financial Strategies, LLC 4
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 4
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 4
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 4
Moulton Wealth Management, Inc 4
One68 Global Capital, LLC 4
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 4
Northeast Financial Group, Inc. 4
Measured Risk Portfolios, Inc. 4
KG&L Capital Management,LLC 4
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 4
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 4
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 4
Armstrong, Fleming & Moore, Inc 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
Waller Financial Planning Group, Inc 4
Ccm Investment Advisers Llc 4
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 4
Nuveen Fund Advisors, LLC 4
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 4
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 4
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 4
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 4
Lionshead Wealth Management, LLC 4
Genus Capital Management Inc. 4
Groupe la Francaise 4
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 4
Mkd Wealth Coaches, Llc 4
Eminence Capital, Lp 4
Elevatus Welath Management 4
SMART Wealth LLC 4
Investor's Fiduciary Advisor Network, LLC 4
PPM Funds - PPM Floating Rate Income Fund (Inst) 4
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 4
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 4
Weatherly Asset Management L. P. 4
Algebris (uk) Ltd 4
Baillie Gifford & Co 4
4wealth Advisors, Inc. 4
Smith Chas P & Associates Pa Cpas 4
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 4
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 4
McGuire Investment Group, LLC 4
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 4
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 4
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 4
Northern Capital Management, Inc. 4
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 4
Asset Advisors Investment Management, LLC 4
Auour Investments LLC 4
Shikiar Asset Management Inc 4
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 4
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 4
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 4
City Financial Investment Co Ltd 4
Intrinsic Edge Capital Management LLC 4
Copley Financial Group, Inc. 4
Caz Investments Lp 4
Integrated Core Strategies (us) Llc 4
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 4
Locust Wood Capital Advisers, LLC 4
Tower Square Investment Management, Llc 4
Botty Investors LLC 4
Wealth & Pension Services Group, Inc. 4
Insight Capital Research & Management Inc 4
Alteri Wealth LLC 4
Baring International Investment Ltd 4
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 4
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 4
FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund 4
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 4
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 4
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 4
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 4
BTS Asset Management, Inc. 4
Castlekeep Investment Advisors Llc 4
Scharf Investments, Llc 4
3Chopt Investment Partners, LLC 4
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 4
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 4
Trivant Custom Portfolio Group, LLC 4
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 4
GK Wealth Management LLC 4
Mercer Capital Advisers, Inc. 4
GQG Partners LLC 4
Knott David M 4
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 4
Hyman Charles D 4
Susquehanna Trust & Investment Co 4
Ruggaard & Associates LLC 4
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Debt Fund CLASS P 4
Divergent Planning, LLC 4
Monarch Capital Management Inc/ 4
Prairiewood Capital, LLC 4
Rikoon Group, LLC 4
Peninsula Wealth, LLC 4
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 4
Proquility Private Wealth Partners, LLC 4
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 4
Hartford Funds Management Co LLC 4
Acuitas Investments, LLC 4
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 4
Blue Fin Capital, Inc. 4
Narus Financial Partners, LLC 4
Lodestar Investment Counsel Llc/il 4
Macnealy Hoover Investment Management Inc 4
Tnf Llc 4
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 4
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 4
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 4
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 4
Vanderbilt University 4
Channel Wealth Llc 4
Varma Mutual Pension Insurance Co 4
Adams Asset Advisors, LLC 4
Peterson Wealth Advisors, LLC 4
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 4
Spectrum Asset Management, Inc. (NB/CA) 4
Lifestyle Asset Management, Inc. 4
Alpha Financial Advisors, LLC 4
Arthur M. Cohen & Associates, Llc 4
Petra Financial Advisors Inc 4
Hourglass Capital, Llc 4
United Bank, Inc. 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 4
HHG & Company, LLC 4
Farley Capital L.p. 4
Stony Point Wealth Management Inc. 4
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 4
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A 4
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 4
Leonard Rickey Investment Advisors P.L.L.C. 4
Millie Capital Management, Llc 4
Elk River Wealth Management, LLC 4
Murphy Pohlad Asset Management LLC 4
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I 4
Avenue 1 Advisors, LLC 4
Pacific View Asset Management, Llc 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 4
KADENSA CAPITAL Ltd 4
Riverbridge Partners Llc 4
SJA Financial Advisory, LLC 4
Ratio Wealth Group 4
CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares 4
Probabilities Fund Management, LLC 4
Rubric Capital Management LP 4
Fore Capital, LLC 4
Millburn Ridgefield Corp 4
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A 4
COIDX - IDX Funds - IDX Commodity Opportunities Fund Institutional Class Shares 4
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 4
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 4
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 4
Capital Markets Trading UK LLP 4
Paragon Associates & Paragon Associates Ii Joint Venture 4
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 4
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 4
Cooperatieve Rabobank U.A. 4
City Of London Investment Management Co Ltd 4
Tandem Wealth Advisors LLC 4
Mason Capital Management Llc 4
Boulder Wealth Advisors, LLC 4
LOMMX - CGM TRUST - CGM Mutual Fund 4
Jd Capital Management Llc 4
Samson Rock Capital LLP 4
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 4
Klaas Financial Asset Advisors, LLC 4
All Terrain Financial Advisors, LLC 4
Sarofim Fayez 4
Tang Capital Management Llc 4
Alpha Financial Partners, LLC 4
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 4
Guardian Capital Advisors Lp 4
B&l Asset Management Llc 4
Wills Financial Group, Inc. 4
Lauterbach Financial Advisors, LLC 4
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class 4
HST Ventures, LLC 4
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 4
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 4
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 4
Deer Park Road Corp 4
ForthRight Wealth Management, LLC 4
FTSIX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares 4
Periscope Capital Inc. 4
RiverGlades Family Offices LLC 4
Ibex Investors LLC 4
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 4
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial 4
Barnes Pettey Financial Advisors, Llc 4
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 4
Financial Council Asset Management Inc 4
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A 4
ICICI Prudential Asset Management Co Ltd 4
KM Capital Management Ltd. 4
Paul R. Ried Financial Group, LLC 4
Oak Asset Management, LLC 4
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 4
AGH Wealth Advisors, LLC 4
Coulter & Justus Financial Services, LLC 4
Stansberry Asset Management, Llc 4
Auto-Owners Insurance Co 4
Quest Investment Management Llc 4
BCS Private Wealth Management, Inc. 4
Nwi Management Lp 4
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 4
BOS Asset Management, LLC 4
Tricadia Capital Management, LLC 4
Johanson Financial Advisors, Inc. 4
Promethium Advisors,llc 4
Artal Group S.A. 4
Longbow Finance SA 4
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 4
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 4
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 4
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 4
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 4
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 4
Heritage Wealth Management, Inc. 4
HTG Investment Advisors, Inc. 4
WTSDX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Smid Cap Value Dividend Fund -Retail Class 4
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 4
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 4
Bigelow Investment Advisors, LLC 4
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 4
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 4
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 4
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 4
Neumann Capital Management, LLC 4
EVVCX - World Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund R4 Class Shares 4
NSMVX - NORTHERN LIGHTS FUND TRUST II - North Star Micro Cap Fund Class I Shares 4
Silver Point Capital L.P. 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 4
Nova R Wealth, Inc. 4
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 4
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 4
Farr Miller & Washington Llc/dc 4
Astra Wealth Partners LLC 4
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 4
Praetorian Wealth Management, Inc. 4
My Purposeful Wealth Corp. 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 4
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 4
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 4
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 4
Prossimo Advisors, LLC 4
Hershey Financial Advisers, LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 4
Crosspoint Financial, Llc 4
Granite FO LLC 4
Mengis Capital Management, Inc. 4
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 4
Commonwealth Retirement Investments LLC 4
Bridgewater Wealth & Financial Management, LLC 4
Roffman Miller Associates Inc /pa/ 4
EVFCX - World Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund R4 Class Shares 4
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 4
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 4
Newgate Capital Management Llc 4
Nuveen Flexible Investment Income Fund 4
Espalier Global Management LLC 4
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 4
Blue Investment Partners LLC 4
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 4
Arkansas Financial Group, Inc. 4
Hayek Kallen Investment Management 4
Glaxis Capital Management, LLC 4
Consolidated Investment Group LLC 4
Kdi Capital Partners Llc 4
VCIFX - VALIC Co I - International Government Bond Fund 4
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 4
Cambridge Advisors Inc. 4
Cim, Llc 4
Central Asset Investments & Management Holdings (HK) Ltd 4
BTG Pactual Asset Management US LLC 4
Morey & Quinn Wealth Partners, LLC 4
PKS Advisory Services, LLC 4
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 4
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 4
BRAMX - Blackrock Allocation Target Shares - Bats Series M 4
RCS Financial Planning, LLC 4
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 4
Oakwood Capital Management Llc/ca 4
Stance Capital Llc 4
Prospect Financial Group LLC 4
QTR Family Wealth, LLC 4
Barden Capital Management, Inc. 4
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 4
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 4
GFFIX - Gator Series Trust - Gator Financial Fund 4
Western Asset High Income Opportunity Fund Inc. 4
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 4
Catalyst Wealth Management, LLC 4
Bowen Hanes & Co Inc 4
Unique Wealth, Llc 4
Acap Strategic Fund 4
JPMB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan USD Emerging Markets Sovereign Bond ETF 4
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 4
Elm Advisors, Llc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 4
JEMDX - JPMorgan Trust I - JPMorgan Emerging Markets Debt Fund Class I 4
Harvest Management Llc 4
Insight Select Income Fund 4
Passport Capital, LLC 4
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 4
Tillar-Wenstrup Advisors, LLC 4
New Century Investment Management, Inc 4
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 4
Alden Global Capital LLC 4
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 4
KLCM Advisors, Inc. 4
Fidelity National Financial, Inc. 4
Catalyst Financial Partners Llc 4
Nadler Financial Group, Inc. 4
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 4
Asset Management Group, Inc. 4
Malaga Cove Capital, LLC 4
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF 4
Syntrinsic LLC 4
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 4
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 4
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 4
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 4
Gray Wealth Management Inc. 4
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 4
Culbertson A N & Co Inc 4
KFA Private Wealth Group, LLC 4
Boston Research & Management Inc 4
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF 4
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 4
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 4
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 4
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 4
Palestra Capital Management LLC 4
Heritage Family Offices, LLP 4
HMV Wealth Advisors, LLC 4
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 4
Fruth Investment Management 4
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 4
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 4
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 4
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 4
SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares 4
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 4
Leslie Global Wealth, LLC 4
Sentinus, LLC 4
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 4
Enzi Wealth 4
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 4
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 4
Lafayette Investments, Inc. 4
Blueprint Financial Advisors LLC 4
Stack Financial Management, Inc 4
Netols Asset Management, Inc. 4
Peachtree Investment Advisors, Inc. 4
Schaller Investment Group Inc 4
Johnson & White Wealth Management, LLC 4
MKP Capital Management, L.L.C. 4
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 4
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 4
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 4
Nixon Peabody Trust Co 4
Banced Corp 4
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 4
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 4
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 4
Wealth High Governance Capital Ltda 4
Deane Retirement Strategies, Inc. 4
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 4
Vontobel Asset Management Inc 4
Fund Evaluation Group, LLC 4
Bmc Fund Inc 4
Fiduciary Financial Group, Llc 4
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 4
Oppenheimer Capital Income Fund 4
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 4
Pacific Alternative Asset Management Company, Llc 4
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 4
AOIIX - Angel Oak Funds Trust - Angel Oak Core Impact Fund Institutional Class 4
Cupps Capital Management, LLC 4
STMYX - Northern Lights Fund Trust - Sierra Tactical Municipal Fund Class Special Shares 4
Mills Wealth Advisors LLC 4
Boulder Hill Capital Management Lp 4
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 4
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 4
Legg Mason Bw Global Income Opportunities Fund Inc. 4
Argent Trust Co 4
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 4
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 4
Parkside Advisors LLC 4
TASCX - THIRD AVENUE TRUST - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class 4
Ares Dynamic Credit Allocation Fund, Inc. 4
XEMD - BondBloxx ETF Trust - BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF 4
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 4
Axis Wealth Partners, LLC 4
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 4
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 4
CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A 4
Acute Investment Advisory, Llc 4
BTSAX - Northern Lights Fund Trust - BTS Managed Income Fund Class A Shares 4
Smithbridge Asset Management Inc/de 4
Tt International 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Value Series Class A 4
Franklin Templeton International Trust 4
Investment Management Of Virginia Llc 4
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 4
Slate Path Capital LP 4
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 4
FLLA - Franklin Templeton ETF Trust - Franklin FTSE Latin America ETF 4
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 4
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 4
BSBE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 USD Emerging Markets Debt ETF 4
BSCE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 USD Emerging Markets Debt ETF 4
SRN Advisors, LLC 4
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 4
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 4
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 4
Monograph Wealth Advisors, Llc 4
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 4
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 4
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 4
Rosenbaum Jay D. 4
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 4
MAAX - VanEck Vectors ETF Trust - VanEck Vectors Municipal Allocation ETF 4
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 4
P Schoenfeld Asset Management Lp 4
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 4
Gray Financial Group /ga /adv /adv 4
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 4
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 4
PENN SERIES FUNDS INC - Flexibly Managed Fund 4
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 4
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 4
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 4
Intrepid Financial Planning Group LLC 4
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 4
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 4
Phraction Management LLC 4
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 4
Novus Advisors, Llc 4
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 4
K2 Financial Inc. 4
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 4
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 4
Alexander Labrunerie & Co., Inc. 4
GDS Wealth Management 4
Amplify ETF Trust - Amplify AI Powered Equity ETF 4
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 4
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 4
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 4
Hamel Associates, Inc. 4
Horizon Funds - Centre American Select Equity Fund Investor Class 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 4
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 4
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 4
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 4
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 4
Advent Claymore Convertible Securities & Income Fund 4
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 4
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 4
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 4
Eaton Vance Tax-managed Global Diversified Equity Income Fund 4
Forte Asset Management Llc 4
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 4
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 4
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 4
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 4
Muhlenkamp & Co Inc 4
PENN SERIES FUNDS INC - Large Core Value Fund 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
Lester Murray Antman dba SimplyRich 4
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 4
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I 4
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 4
GATEX - Gateway Trust - Gateway Fund Class A Shares 4
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 4
Weaver Capital Management LLC 4
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 4
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 4
Crown Wealth Group, LLC 4
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 4
Lee Financial Group Hawaii, Inc. 4
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 4
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 4
Cohen & Steers Mlp Income & Energy Opportunity Fund 4
Integrated Capital Management, LLC 4
Veridan Wealth LLC 4
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 4
WEDRX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Debt Fund Class R6 4
Cornerstone Advisors Inc 4
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 4
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 4
Frontier Capital Management Co Llc 4
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 4
LifeGoal Wealth Advisors 4
Apex Capital Management 4
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 4
Western Asset Global High Income Fund Inc. 4
Continental Investors Services, Inc. 4
Chickasaw Capital Management Llc 4
Sterling Global Strategies LLC 4
Braver Wealth Management, LLC 4
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 4
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 4
Ccm Investment Group, Llc 4
NewFocus Financial Group, LLC 4
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 4
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 4
Atlanta Consulting Group Advisors, LLC 4
Cherry Creek Investment Advisors, Inc. 4
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 4
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 4
Sutton Place Investors Llc 4
Bedell Frazier Investment Counseling, LLC 4
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 4
QGITX - Advisors Preferred Trust - Quantified Government Income Tactical Fund Investor Class Shares 4
Financial Guidance Group, Inc. 4
LWS Wealth Advisors, Inc. 4
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 4
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 4
Ws Management Lllp 4
Oakhurst Advisors,LLC 4
Wealth CMT 4
Yacktman Asset Management Lp 4
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 4
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 4
Tmd & Associates, Inc 4
Lanham O'Dell & Company, Inc. 4
JMCRX - James Advantage Funds - James Micro Cap Fund 4
Wealthedge Investment Advisors, Llc 4
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class 4
Epstein & White Financial LLC 4
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 4
Afg Fiduciary Services Limited Partnership 4
Brooklyn FI, LLC 4
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 4
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 4
LGT Group Foundation 4
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 4
Fpc Investment Advisory, Inc. 4
Covington Investment Advisors Inc. 4
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 4
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 4
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 4
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 4
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 4
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 4
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 4
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 4
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 4
Ahl Investment Management, Inc. 4
Stonebridge Capital Management Inc 4
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 4
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 4
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 4
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 4
MML Series Investment Fund II - MML Asset Momentum Fund Class II 4
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 4
Francis Financial, Inc. 4
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 4
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 4
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 4
Kayne Anderson Capital Advisors Lp 4
Voss Capital, LLC 4
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 4
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 4
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 4
Wright Managed Equity Trust 4
1776 Wealth LLC 4
Objective Capital Management, LLC 4
Power Corp of Canada 4
Embree Financial Group 4
Moser Wealth Advisors, LLC 4
Vivid Financial Management, Inc. 4
Liberty All Star Growth Fund Inc. 4
PMG Wealth Management, Inc. 4
Carlyle Group Inc. 4
Bank of Marin 4
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 4
Ascension Capital Advisors, Inc. 4
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2035 Fund Class A 4
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 4
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 4
DHK Financial Advisors, Inc. 4
Harrell Investment Partners, Llc 4
NMUIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Intermediate Bond Fund Investor Class 4
Speece Thorson Capital Group Inc 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2045 Fund Class A 4
Silver Oak Wealth Advisors Services, Llc 4
Capital & Planning, Llc 4
Rainier Family Wealth Inc 4
Geneva Capital Management Llc 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 4
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 4
Staar Investment Trust 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2060 Fund Class A 4
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 4
Paradigm Capital Management Inc/ny 4
CogentBlue Wealth Advisors, LLC 4
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 4
Relative Value Partners, LLC 4
CWS Financial Advisors, LLC 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2050 Fund Class A 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2065 Fund Class A 4
Duff & Phelps Investment Management Co 4
Shayne & Co., Llc 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2040 Fund Class A 4
Petix & Botte Co 4
Pratt Collard Advisory Partners LLC 4
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 4
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 4
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF 4
Platinum Investment Management Ltd 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2055 Fund Class A 4
Blackrock 2022 Global Income Opportunity Trust 4
Scott Marsh Financial, LLC 4
Castle Creek Capital Partners V, LP 4
Monaco Asset Management SAM 4
Herzfeld Caribbean Basin Fund Inc 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2030 Fund Class A 4
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 4
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 4
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 4
Davies Financial Advisors, Inc. 4
Maripau Wealth Management Llc 4
Burgundy Asset Management Ltd. 4
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 4
Sonora Investment Management Group, LLC 4
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 4
FXTAX - Northern Lights Fund Trust - PSI Tactical Growth Fund Class A Shares 4
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 4
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 4
TGRNX - TIAA-CREF FUNDS - TIAA-CREF Green Bond Fund Institutional Class 4
Shapiro Capital Management Llc 4
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 4
Violich Capital Management, Inc. 4
Corbyn Investment Management Inc/md 4
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 4
Kingstown Capital Management L.p. 4
Oak Ridge Investments Llc 4
Atlas Principals, LLC 4
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF 4
Lord & Richards Wealth Management, LLC 4
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 4
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 4
Schrum Private Wealth Management LLC 4
Trust For Advisor Solutions 4
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 4
BetterWealth, LLC 4
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 4
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 4
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 4
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 4
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 4
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 4
Fusion Capital, LLC 4
Centerpoint Advisory Group 4
Asset Planning,Inc 4
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 4
FLBR - Franklin Templeton ETF Trust - Franklin FTSE Brazil ETF 4
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF 4
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 4
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 4
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 4
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 4
Icc Capital Management Inc/ 4
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 4
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 4
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 4
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 4
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 4
TFSIX - Franklin Mutual Series Funds - Franklin Mutual Financial Services Fund Class A 4
Breithorn Capital Management 4
Counsel Portfolio Services Inc. 4
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 4
Lombard Odier Transatlantic, Limited Partnership 4
InterOcean Capital, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 4
Charles Schwab Family Of Funds 4
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 4
Strategic Investment Management, Llc 4
PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y 4
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 4
Tri-Star Advisors Inc. 4
Shore Point Advisors, LLC 4
EFG Asset Management (North America) Corp. 4
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 4
Eventide Asset Management, Llc 4
Birchbrook, Inc. 4
Argent Trust Company, N.a. 4
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 4
Northstar Investment Advisors Llc 4
Permanens Capital L.P. 4
North Run Capital, Lp 4
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 4
Intergy Private Wealth, LLC 4
Greylin Investment Mangement Inc 4
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 4
Stone Toro Investment Advisers, LP 4
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 4
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 4
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 4
Monolith Advisors 4
Laidlaw Group, LLC 4
Davidson Capital Management Inc. 4
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A 4
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 4
Keystone Financial Group, Inc. 4
Granite Bay Wealth Management, LLC 4
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 4
Glenview State Bank Trust Dept. 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 4
LCR - LEUTHOLD FUNDS INC - Leuthold Core ETF 4
Gabelli Global Utility & Income Trust 4
Cyrus Capital Partners, L.p. 4
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 4
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 4
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 4
Spinnaker Investment Group, LLC 4
Eaton Vance Tax-managed Buy-write Opportunities Fund 4
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 4
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 4
Resolute Financial, Llc 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 4
Capstone Financial Group, Inc. 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 4
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 4
Yeomans Consulting Group, Inc. 4
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 4
Yarger Wealth Strategies, Llc 4
Blackston Financial Advisory Group, LLC 4
Nuveen High Income November 2021 Target Term Fund 4
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 4
Endex Capital Management Llc 4
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 4
DVY - iSHARES TRUST - iShares Select Dividend ETF 4
Mill Capital Management, LLC 4
Meritage Group LP 4
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 4
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I 4
Hovde Capital Advisors Llc 4
Tcg Financial Series Trust I 4
Vetamer Capital Management, L.p. 4
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 4
Oregon Pacific Wealth Management, LLC 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 4
Capstone Wealth Management Group LLC 4
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 4
H. L. Ormond & Company, LLC 4
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y 4
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 4
PRAE - NORTHERN LIGHTS FUND TRUST III - PlanRock Alternative Growth ETF 4
626 Financial, LLC 4
TT International Asset Management LTD 4
Indus Capital Partners, Llc 4
Tanager Wealth Management LLP 4
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 4
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 4
Siena Capital Partners I, L.P. 4
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 4
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 4
Trevian Wealth Management LLC 4
Auxano Advisors, LLC 4
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 4
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 4
SLANX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Latin America Equity Fund Class A 4
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 4
AAAFX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2015 Portfolio Investor Class 4
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 4
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 4
Beaton Management Co. Inc. 4
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 4
MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y 4
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 4
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 4
Sierra Summit Advisors Llc 4
Northeast Planning Associates, Inc. / Nh / 4
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 4
Clarity Capital Partners LLC 4
Garner Asset Management Corp 4
Nepc Llc 4
CLACX - ADVISORONE FUNDS - CLS Global Aggressive Equity Fund Class N Shares 4
Hoplite Capital Management, L.p. 4
Abbot Financial Management, Inc. 4
Proactive Wealth Strategies LLC 4
S-Bank Fund Management Ltd 4
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 4
Parametric Market Neutral Portfolio 4
Marble Harbor Investment Counsel, LLC 4
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 4
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 4
Providence First Trust Co 4
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 4
GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 4
Heritage Wealth Management, Inc. /CA/ 4
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 4
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 4
Highlander Partners, L.P. 4
Marketfield Asset Management LLC 4
Bulltick Wealth Management, LLC 4
Lantern Wealth Advisors, LLC 4
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 4
Ardevora Asset Management LLP 4
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 4
Keyes, Stange & Wooten Wealth Management, LLC 4
Canal Insurance CO 4
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 4
Schwartz Investment Counsel Inc 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 4
Carnegie Lake Advisors LLC 4
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 4
Grandfield & Dodd, Llc 4
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 4
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 4
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 4
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 4
TOWER TRUST & INVESTMENT Co 4
Dale Q Rice Investment Management Ltd 4
Dynamic Wealth Strategies, LLC 4
Aviso Wealth Management 4
Balanced Rock Investment Advisor 4
Advanced Investment Partners, LLC 4
Florida Financial Advisors, Llc 4
Winmill & Co. Inc 4
Steward Partners Investment Solutions, Llc 4
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 4
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 4
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 4
Whalen Wealth Management Inc. 4
Santa Monica Partners Lp 4
Wiser Advisor Group LLC 4
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 4
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 4
Coolidge Francis L 4
Provida Pension Fund Administrator 4
Objectivity Squared, LLC 4
Ashmore Group plc 4
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 4
Edmonds Duncan Registered Investment Advisors, LLC 4
Sensible Financial Planning & Management, LLC. 4
DORVAL Corp 4
LCR - Managed Portfolio Series - Leuthold Core ETF 4
ParenteBeard Wealth Management, LLC 4
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 4
PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class 4
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 4
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 4
Ridgecrest Wealth Partners, Llc 4
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 4
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 4
OMNI 360 Wealth, Inc. 4
Adroit Compliance, LLC 4
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 4
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I 4
Highview Capital Management LLC/DE/ 4
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund 4
Gruss Capital Management LP 4
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 4
Waters Parkerson & Co., Llc 4
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 4
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 4
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 4
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A 4
Barlow Wealth Partners, Inc. 4
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 4
Clark Financial Services Group Inc /bd 4
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 4
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 4
Andina Capital Management, LLC 4
Spectrum Advisory Services Inc 4
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 4
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 4
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 4
Tactive Advisors, LLC 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 4
ShankerValleau Wealth Advisors, Inc. 4
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF 4
Westport Asset Management Inc 4
Monumental Financial Group Inc. 4
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 4
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 4
Schroder Capital Funds (delaware) 4
Credit Capital Investments LLC 4
Orchard Capital Managment, LLC 4
Briggs Advisory Group, Inc. 4
St. Louis Trust Co 4
Berkeley Capital Partners, LLC 4
WMKGX - WESMARK FUNDS - WesMark Growth Fund 4
Gruss & Co., LLC 4
Peirce Capital Management, LLC 4
Saxony Capital Management, LLC 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 3
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 3
PFCFX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Class A 3
Woodside Wealth Management LLC 3
Avantra Family Wealth, Inc. 3
Long Pond Capital, LP 3
Gabelli Convertible & Income Securities Fund Inc 3
Fiduciary Advisors, Inc. 3
Pinnbrook Capital Management Lp 3
Charter Research & Investment Group, Inc. 3
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 3
Nauset Wealth Management. LLC 3
Magnolia Group, Llc 3
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 3
DOFAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Strategic Beta Emerging Markets Equity Fund Class A 3
Castle Creek Capital Partners VI, LP 3
Orca Wealth Management, LLC 3
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 3
EXITX - MANNING & NAPIER FUND, INC. - International Series Class S 3
Carlton Hofferkamp & Jenks Wealth Management, LLC 3
MFA Wealth Services 3
Seros Financial, LLC 3
ROBAX - Investment Managers Series Trust - Robinson Tax Advantaged Income Fund Class A Shares 3
Aspen Capital Management, LLC 3
Saba Capital Management, L.P. 3
Cvfg Llc 3
Cunning Capital Partners, LP 3
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class 3
GLBNX - Managed Portfolio Series - Great Lakes Bond Fund Institutional Class Shares 3
Gavea Investimentos Ltda 3
Peak Financial Management, Inc. 3
Define Financial, Llc 3
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 3
Starfox Financial Services, LLC 3
Piper Jaffray Companies 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
WMBDX - WESMARK FUNDS - WesMark Government Bond Fund 3
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 3
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 3
Custos Family Office, LLC 3
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 3
National Investment Services Inc /wi 3
ADHVX - Advisors' Inner Circle Fund III - Aegon Short Duration High Yield Fund Investor Shares 3
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 3
Sentry Investments Corp. 3
ICSIX - NORTHERN LIGHTS FUND TRUST II - Dynamic U.S. Opportunity Fund Class I 3
JEMB - Janus Detroit Street Trust - Janus Henderson Emerging Markets Debt Hard Currency ETF 3
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I 3
FRDM - Alpha Architect ETF Trust - Freedom 100 Emerging Markets ETF 3
Gillespie Robinson & Grimm Inc 3
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 3
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 3
MDCEX - Starboard Investment Trust - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares 3
SAPEX - Advisors Preferred Trust - Spectrum Advisors Preferred Fund Investor Class Shares 3
Donald Smith & Co., Inc. 3
King Street Capital Management, L.p. 3
Croft-leominster Inc 3
MUNIX - MUTUAL FUND SERIES TRUST - AlphaCentric Municipal Opportunities Fund Class I 3
Schwerin Boyle Capital Management Inc 3
Cross Staff Investments Inc 3
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 3
Hellman Jordan Management Co Inc /ma/ 3
St. James Investment Advisors, LLC 3
MY Wealth Management Inc. 3
Meyer Handelman Co 3
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 3
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 3
RQIAX - NORTHERN LIGHTS FUND TRUST III - RESQ Strategic Income Fund Class A Shares 3
Traynor Capital Management, Inc. 3
Wealth Management Solutions, LLC 3
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 3
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 3
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class 3
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 3
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 3
Elefante Michael B 3
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 3
Hansberger Global Investors Inc/fl 3
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 3
Oppenheimer Corporate Bond Fund 3
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 3
Darrow Company, Inc. 3
Kraft Asset Management, Llc 3
JHL Capital Group LLC 3
Keystone Financial Services 3
Maryland Capital Advisors Inc. 3
TAGStone Capital, Inc. 3
Lee Johnson Capital Management, Llc 3
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 3
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 3
HLREX - HARDING LOEVNER FUNDS INC - Emerging Markets Research Portfolio Institutional Class 3
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 3
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 3
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A 3
Corundum Group, Inc. 3
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 3
Vahanian & Associates Financial Planning Inc. 3
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 3
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 3
Marshall & Sullivan Inc /wa/ 3
Marex Group plc 3
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund 3
Gw Capital Inc 3
Independence Financial Advisors, LLC 3
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 3
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 3
Ssa Swiss Advisors Ag 3
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 3
Amcap Fund 3
Agate Pass Investment Management, LLC 3
Wick Capital Partners, LLC 3
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 3
Taylor & Morgan Wealth Management, LLC 3
Evergreen Wealth Solutions, LLC 3
Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund Class A 3
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 3
Epic Trust Investment Advisors, LLC 3
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 3
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 3
Lake Hills Wealth Management, LLC 3
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 3
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 3
Institutional Capital Llc 3
Cooper Creek Partners Management Llc 3
SSFI - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF 3
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 3
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 3
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 3
CCMSX - Advisors' Inner Circle Fund II - Cardinal Small Cap Value Fund Institutional Class Shares 3
EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A 3
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 3
Wafra Inc. 3
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 3
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 3
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 3
Kalmar Investments Inc /de/ 3
VPR Management LLC 3
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A 3
DWAT - Arrow Investments Trust - Arrow DWA Tactical ETF 3
RK Capital Management, LLC 3
Telemark Asset Management, LLC 3
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 3
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 3
Plotkin Financial Advisors, LLC 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 3
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 3
Cognios Capital, LLC 3
JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class 3
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 3
FNTEX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Finance Fund 3
Marathon Asset Mgmt Ltd 3
Bernicke Wealth Management, Ltd. 3
Lipe & Dalton 3
Arbor Capital Management Llc 3
Waterstone Capital Management, L.P. 3
Cannell Capital Llc 3
ODonnell Financial Services, LLC 3
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 3
Beaconlight Capital, Llc 3
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class 3
IPSAX - WP Trust - IPS Strategic Capital Absolute Return Fund Institutional Class Shares 3
CATEX - Starboard Investment Trust - Cavalier Growth Opportunities Fund Institutional Class Shares 3
Mindset Wealth Management, Llc 3
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 3
Autonomy Capital (Jersey) L.P. 3
Hitchwood Capital Management LP 3
QAWSX - Ultimus Managers Trust - Q3 ALL-WEATHER SECTOR ROTATION FUND Investor Class 3
American Alpha Advisors, LLC 3
Antipodean Advisors LLC 3
Jim Saulnier & Associates, Llc 3
Sterling Ridge Capital Management LP 3
Oppenheimer Limited-term Bond Fund 3
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 3
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 3
Cannon Wealth Management Services, LLC 3
Moon Capital Management Lp 3
Bellevue Group AG 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 3
OCIO - ETF Series Solutions - ClearShares OCIO ETF 3
ARMIX - Advisors' Inner Circle Fund III - ARGA EMERGING MARKETS VALUE FUND Institutional Shares 3
Opera Trading Capital 3
EMHC - SPDR SERIES TRUST - SPDR Bloomberg Barclays Emerging Markets USD Bond ETF 3
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares 3
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 3
Klk Capital Management Llc 3
Optivise Advisory Services LLC 3
Harbor Advisory Corp /ma/ 3
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A 3
Howard Bailey Securities, Llc 3
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 3
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 3
Townsend & Associates, Inc 3
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 3
JAEAX - SARATOGA ADVANTAGE TRUST - James Alpha Event Driven Portfolio Class A Shares 3
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 3
RBB FUND, INC. - Aquarius International Fund 3
Brickley Wealth Management 3
17 Capital Partners, Llc 3
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 3
GRRSX - James Alpha Funds Trust - James Alpha Macro Fund Class R6 3
PZVSX - ADVISORS SERIES TRUST - Pzena Small Cap Value Fund Investor Class 3
Derbend Asset Management 3
VVSGX - VALIC Co I - Small Cap Growth Fund 3
Sawyer & Company, Inc 3
Oak Point Wealth Management 3
Bluestem Financial Advisors, Llc 3
AIMZ Investment Advisors, LLC 3
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 3
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 3
Newport Trust Co 3
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 3
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 3
Caisse Des Depots Et Consignations 3
Ninepoint Partners LP 3
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 3
Cardinal Point Wealth Management LLC 3
AACSX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2040 Portfolio Investor Class 3
Jacob Asset Management Of New York Llc 3
Timberline Asset Management LLC 3
AADNX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2050 Portfolio Investor Class 3
Parkwoods Wealth Partners, LLC 3
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 3
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 3
AAEVX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2065 Portfolio R6 Class 3
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 3
Regal Wealth Group, Inc. 3
AADHX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2045 Portfolio Investor Class 3
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 3
AAEGX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2060 Portfolio I Class 3
Reliant Wealth Planning 3
AADWX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2055 Portfolio I Class 3
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 3
Winchester Group Inc. 3
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 3
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class 3
Summit Partners Public Asset Management, Llc 3
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 3
Triune Financial Partners, LLC 3
Mainstream Capital Management LLC 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 3
Oppenheimer & Close, Inc. 3
Cedar Capital, Llc 3
Compass Financial Group, Inc. 3
Aster Investment Management Co Inc 3
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 3
Zweig Advisers Llc 3
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 3
CAPTX - Capitol Series Trust - Canterbury Portfolio Thermostat Fund Institutional Shares 3
Lombard Odier & Cie (Canada), Limited Partnership 3
Blake Schutter Theil Wealth Advisors, LLC 3
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 3
IronOak Wealth LLC. 3
MBA Advisors LLC 3
Palumbo Wealth Management LLC 3
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 3
O'Neil Global Advisors, Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 3
Beach Investment Management, LLC. 3
DALT - Two Roads Shared Trust - Anfield Capital Diversified Alternatives ETF 3
Ceera Investments, Llc 3
Coco Enterprises, LLC 3
Howard Capital Management Group, LLC 3
Paradigm, Strategies in Wealth Management, LLC 3
Dalton Investments LLC 3
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 3
Seek First Inc. 3
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 3
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 3
Summer Road Llc 3
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 3
NexPoint Credit Strategies Fund 3
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 3
Adirondack Research & Management Inc. 3
Omni Partners Llp 3
Marks Wealth, LLC 3
Kavi Asset Management, LP 3
NS Partners Ltd 3
Friess Associates Llc 3
Patron Partners Advisors, Llc 3
Holding Frank B Jr 3
Geier Asset Management, Inc. 3
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF 3
Williams Financial, LLC 3
Catapult Capital Management Llc 3
Good Harbor Financial, LLC 3
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 3
Lombard Odier & Cie (Bahamas) Ltd 3
Highmount Capital, LLC 3
Davis Partnership, LP 3
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf 3
Hosking & Co Ltd 3
Tabor Asset Management, LP 3
Hudson Value Partners, LLC 3
Alpine Partners USVI, LLC 3
Tacita Capital Inc 3
Wealth Dimensions Group, Ltd. 3
Freemont Management S.A. 3
Amitell Capital Pte Ltd 3
Morse Asset Management, Inc 3
SevenOneSeven Capital Management 3
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 3
Merkkuri Wealth Advisors LLC 3
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P 3
GRRIX - SARATOGA ADVANTAGE TRUST - James Alpha Macro Portfolio Class I Shares 3
Castellan Group, LLC 3
Compton Financial Group, LLC 3
Volterra Technologies LP 3
New York Life Investments Alternatives 3
Kensington Investment Counsel, LLC 3
Forty4 Asset Management LLC 3
Edmunds White Partners Llc 3
Madison Wealth Partners, Inc 3
CRTBX - PFS FUNDS - Conquer Risk Tactical Rotation Fund 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 3
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional 3
Coronation Fund Managers Ltd. 3
Cadent Capital Advisors, LLC 3
MEMBERS Trust Co 3
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 3
Day & Ennis, LLC 3
Heritage Way Advisors, LLC 3
Cassia Capital Partners, LLC 3
Greystone Financial Group, LLC 3
Privium Fund Management (UK) Ltd 3
Venator Management LLC 3
CAMG Solamere Management, LLC 3
Allegiant Private Advisors, LLC 3
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 3
Consolidated Capital Management, Llc 3
Touradji Capital Management, Lp 3
Long Wharf Investors, Inc. 3
Engle Capital Management, L.P. 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 3
Cannon Global Investment Management, LLC 3
Castle Hook Partners LP 3
Palisades Investment Partners, LLC 3
TDSB - Exchange Listed Funds Trust - Cabana Target Drawdown 7 ETF 3
Jafra Capital Management LP 3
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 3
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 3
Midwest Wealth Management Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 3
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 3
BankCap Equity Fund, LLC 3
Timucuan Asset Management Inc/fl 3
4J Wealth Management LLC 3
Strategic Equity Management 3
Caliber Wealth Management, Llc 3
Fosun International Ltd 3
RB Capital Management, LLC 3
Merrion Investment Management Co, LLC 3
David J Yvars Group 3
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 3
Sumitomo Mitsui Financial Group, Inc. 3
Blenheim Capital Management, BV 3
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class 3
Kinloch Capital, LLC 3
Benson Investment Management Company, Inc. 3
Capital CS Group, LLC 3
Arxis Securities Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 3
Alamea Verwaltungs GmbH 3
Sicart Associates LLC 3
Pier 88 Investment Partners Llc 3
Bordeaux Wealth Advisors LLC 3
Wealth Watch Advisors, INC 3
Martel Wealth Advisors Inc 3
VanEck Funds 3
Oribel Capital Management, LP 3
Southern Farm Bureau Life Insurance 3
Elgethun Capital Management 3
Farallon Capital Management Llc 3
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 3
Novak Financial Planning, LLC 3
Key Square Capital Management LLC 3
Opes Advisors Inc 3
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 3
Advanced Series Trust - Ast Mid-cap Growth Portfolio 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 3
Newfoundland Capital Management 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 3
Signify Wealth 3
Spectrum Planning & Advisory Services Inc. 3
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 3
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 3
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 3
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 3
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 3
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 3
Puzo Michael J 3
Forbes J M & Co Llp 3
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 3
Securian Funds Trust - SFT Core Bond Fund Class 1 3
Portland Investment Counsel Inc. 3
Tran Capital Management, L.p. 3
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 3
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 3
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 3
William B. Walkup & Associates, Inc. 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 3
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 3
Smith Thornton Advisors LLC 3
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 3
Longview Financial Advisors, Inc. 3
Westport Advisers Llc 3
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 3
Symphony Financial Services, Inc. 3
Fairfield Financial Advisors, LTD 3
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 3
Capital Counsel Llc/ny 3
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 3
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 3
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 3
Carderock Capital Management Inc 3
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 3
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 3
Starr International Co Inc 3
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 3
HAEMX - HARBOR FUNDS - Harbor Emerging Markets Equity Fund Institutional Class 3
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 3
WATWX - WANGER ADVISORS TRUST - Wanger Select 3
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 3
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 3
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A 3
MSSS - Northern Lights Fund Trust IV - Monarch Select Subsector Index ETF 3
ZynergyRetirementPlanningLLC 3
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A 3
Haverford Financial Services, Inc. 3
Elser Financial Planning, Inc 3
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 3
Rockingstone Advisors LLC 3
Strategic Financial Partners, Ltd. 3
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 3
Global X Japan Co., Ltd. 3
Diversified Investment Strategies, LLC 3
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 3
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 3
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 3
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 3
TAXX - BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Short Duration ETF 3
Cypress Asset Management Inc/tx 3
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 3
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 3
Motiv8 Investments LLC 3
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 3
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 3
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 3
WBBNX - WILLIAM BLAIR FUNDS - William Blair Bond Fund Class N 3
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 3
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 3
Trilogy Global Advisors Lp 3
FSA Advisors, Inc. 3
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 3
Stelliam Investment Management, Lp 3
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 3
Watts Gwilliam & Co., LLC 3
Mosaic Financial Group, Llc 3
RW Investment Management LLC 3
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund 3
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund 3
New Covenant Trust Company, N.A. 3
Boston Mountain Money Management Inc 3
Hugh Johnson Advisors LLC 3
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 3
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 3
Umpqua Bank 3
Tourbillon Capital Partners, L.P. 3
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 3
Campbell Deegan Wealth Management, LLC 3
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 3
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 3
Spirepoint Private Client, Llc 3
Sienna Gestion 3
Rockport Wealth LLC 3
V2 Financial group LLC 3
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 3
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 3
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 3
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF 3
LPF Advisors LLC 3
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 3
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 3
Adapt Wealth Advisors, Llc 3
Rbo & Co Llc 3
Ridgepath Capital Management LLC 3
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 3
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 3
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 3
Afam Capital, Inc. 3
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 3
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2025 Fund Class A 3
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 3
AINAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO International Allocation Fund Class A 3
Holos Integrated Wealth LLC 3
CMAIX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Conservative Allocation Fund CLASS R5 3
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I 3
AADAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Growth Allocation Fund Class A 3
Edgemoor Investment Advisors, Inc. 3
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 3
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 3
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 3
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 3
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 3
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 3
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund 3
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 3
FAMFX - FENIMORE ASSET MANAGEMENT TRUST - FAM Small Cap Fund Investor 3
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 3
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 3
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 3
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 3
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 3
Strategic Planning Group, Llc 3
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 3
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 3
Pine Harbor Wealth Management, LLC 3
TGEIX - TCW FUNDS INC - TCW Emerging Markets Income Fund I Class 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 3
Granite Group Advisors, LLC 3
ECSQX - Harbor Funds II - Embark Commodity Strategy Fund Retirement Class 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 3
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 3
SA FUNDS INVESTMENT TRUST - SA International Value Fund 3
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 3
Holderness Investments Co 3
Fairman Group, LLC 3
Napatree Capital Llc 3
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A 3
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 3
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund 3
Hart & Patterson Financial Group Llc 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 3
Letko, Brosseau & Associates Inc 3
EQ ADVISORS TRUST - 1290 VT Energy Portfolio Class K 3
VELA Funds - VELA Short Duration Fund - Class A 3
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 3
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 3
Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 3
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 3
YACKX - AMG FUNDS - AMG Yacktman Fund Class I 3
Symons Capital Management Inc 3
Abel Hall, LLC 3
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 3
GHEE - Collaborative Investment Series Trust - Goose Hollow Enhanced Equity ETF 3
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 3
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 3
Bell Bank 3
Vinland Capital Management Gestora de Recursos LTDA. 3
Novak & Powell Financial Services, Inc. 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
Beutel, Goodman & Co Ltd. 3
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A 3
Nestegg Advisors, Inc. 3
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N 3
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 3
Northstar Asset Management Llc 3
Nichols & Pratt Advisers Llp /ma 3
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N 3
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 3
Endurance Services Ltd 3
Oracle Alpha Inc. 3
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 3
Perbak Capital Partners LLP 3
Sloane Robinson LLP 3
Kuhn & Co Investment Counsel 3
BlackBarn Capital Partners LP 3
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 3
Main Street Research LLC 3
SilverOak Wealth Management LLC 3
Evelyn Partners Investment Management LLP 3
University Of Notre Dame Du Lac 3
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 3
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 3
Lummis Asset Management, LP 3
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 3
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 3
JODIX - Advisers Investment Trust - JOHCM US Small Mid Cap Equity Fund Class I 3
Sollinda Capital Management LLC 3
Holistic Planning, LLC 3
Cabot-Wellington, LLC 3
Delta Global Management LP 3
Evernest Financial Advisors, LLC 3
1858 Wealth Management, Llc 3
Aull & Monroe Investment Management Corp 3
Mason Investment Advisory Services, Inc. 3
Smead Capital Management, Inc. 3
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF 3
Wooster Corthell Wealth Management, Inc. 3
Hubbell Strickland Wealth Management, LLC 3
Veritas Investment Management LLP 3
Vannoy Advisory Group, Inc. 3
Veritas Investment Management (UK) Ltd 3
Asset Management Advisors, LLC 3
Bank Pictet & Cie (asia) Ltd 3
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 3
Stonehage Fleming (uk) Ltd 3
Pingora Partners LLC 3
Usa Mutuals Advisors, Inc. 3
Robeco Schweiz AG 3
Stadium Capital Management Llc 3
Clarity Capital Advisors, LLC 3
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 3
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 3
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3
Intrepid Capital Management Inc 3
United States Steel & Carnegie Pension Fund 3
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 3
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 3
Partnership Wealth Management, LLC 3
Virtus Insight Trust 3
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 3
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 3
Scepter Holdings, Inc. 3
LifeWealth Investments, LLC 3
Nuveen Quality Preferred Income Fund 3
QEELX - AQR Funds - AQR Emerging Multi-Style Fund Class I 3
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 3
Hara Capital LLC 3
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 3
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 3
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 3
Destra Investment Trust Ii 3
Eagle Wealth Strategies Llc 3
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 3
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 3
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 3
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 3
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 3
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 3
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 3
Madison Park Capital Advisors, LLC 3
Sentry LLC 3
Rothschild & Co Wealth Management UK Ltd 3
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 3
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 3
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares 3
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 3
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 3
Stephenson & Company, Inc. 3
Guggenheim Equal Weight Enhanced Equity Income Fund 3
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 3
Oppenheimer Equity Fund 3
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 3
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 3
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 3
MML SERIES INVESTMENT FUND - MML Global Fund Class I 3
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 3
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 3
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 3
Harbour Trust & Investment Management Co 3
New England Guild Wealth Advisors, Inc. 3
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 3
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 3
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 3
Nierenberg Investment Management Company, Inc. 3
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 3
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 3
One Wealth Management Investment & Advisory Services, LLC 3
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 3
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 3
Wealth Advisory Team LLC 3
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 3
Capital Management Associates, Inc 3
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 3
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 3
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 3
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 3
Traveka Wealth, LLC 3
Julex Capital Management, Llc 3
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 3
Avid Wealth Partners LLC 3
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 3
Sabadell Asset Management, S.A S.G.I.I.C 3
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 3
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 3
PIMGMVA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Balanced Allocation Portfolio Administrative 3
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 3
Trust Co of the South 3
Freestate Advisors LLC 3
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
Cultivar Capital, Inc. 3
Towneley Capital Management, Inc / DE 3
Dixon Mitchell Investment Counsel Inc. 3
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 3
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 3
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 3
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 3
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 3
Sather Financial Group Inc 3
FourWorld Capital Management LLC 3
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 3
Van Leeuwen & Company, LLC 3
Edmond De Rothschild Asset Management (france) 3
DME Capital Management, LP 3
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 3
Retirement Design & Management Inc /adv 3
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF 3
Peachtree Investment Partners, LLC 3
Liberty Square Wealth Partners Llc 3
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 3
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 3
Benchmark Capital Advisors 3
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 3
One River Asset Management, LLC 3
Morton Capital Management LLC/CA 3
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 3
RedJay Asset Management Inc. 3
Sunbeam Capital Management, LLC 3
Michels Family Financial, LLC 3
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 3
Campbell Capital Management Inc 3
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 3
Private Advisors, LLC 3
Alpha Quant Advisors, Llc 3
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 3
Nichols Asset Management LLC 3
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 3
Three Cord True Wealth Management, LLC 3
New World Advisors LLC 3
Tech Square Trading Lp 3
LGPIX - Profunds - Large-cap Growth Profund Investor Class 3
Knollwood Investment Advisory, LLC 3
UBPIX - Profunds - Ultralatin America Profund Investor Class 3
Lakeshore Financial Planning, Inc. 3
UUPIX - Profunds - Ultraemerging Markets Profund Investor Class 3
Disciplina Capital Management LLC 3
Berkshire Hathaway Inc 3
Syntax Research, Inc. 3
Somerset Group LLC 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
Planning Solutions Group Llc 3
GSG Advisors LLC 3
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 3
AVNV - AMERICAN CENTURY ETF TRUST - Avantis All International Markets Value ETF 3
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 3
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 3
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 3
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 3
BluePath Capital Management, LLC 3
Williams & Novak, LLC 3
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 3
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 3
Wolff Financial Management Llc 3
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 3
Pettee Investors, Inc. 3
Note Advisors, LLC 3
Constant Guidance Financial LLC 3
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 3
Monetta Financial Services Inc 3
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 3
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 3
Eii Capital Management, Inc. 3
Market Street Wealth Management Advisors Llc 3
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 3
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund 3
Integrated Wealth Counsel, Llc 3
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 3
SSBWX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2030 Fund Class I 3
Lesa Sroufe & Co 3
Jackson Hole Capital Partners, LLC 3
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 3
Meritas Wealth Management, LLC 3
Fidelity Multi-Strategy Credit Fund 3
Cambridge Associates Llc /ma/ /adv 3
Elwood & Goetz Wealth Advisory Group, LLC 3
Morgens Waterfall Vintiadis & Co Inc 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 3
Zuckerman Investment Group, LLC 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 3
Rappaport Reiches Capital Management, LLC 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 3
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 3
SSBRX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2025 Fund Class I 3
Macguire, Cheswick & Tuttle Investment Counsel Llc 3
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 3
Hokanson Associates, Inc. 3
CRDT - Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF 3
Cornerstone Financial Group, LLC /NE/ 3
Vista Cima Wealth Management LLC 3
Signal Tree Financial Partners Llc 3
Scott & Selber, Inc. 3
Profunds - Profund Vp Large-cap Growth 3
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 3
Invesco, Llc 3
Regis Acquisition Inc. 3
Inlet Private Wealth, LLC 3
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 3
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 3
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 3
Profunds - Profund Vp Emerging Markets 3
Cura Wealth Advisors, Llc 3
Bolthouse Investments, LLC 3
Burnham Asset Management Corp /ny/ 3
Myecfo, Llc 3
Kingdom Financial Group LLC. 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 3
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 3
Red Cedar Investment Management, Llc 3
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 3
Michael S. Ryan, Inc. 3
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 3
Resource Planning Group 3
Brooklands Fund Management Ltd 3
Excelsia, Inc. 3
Altiora Financial Group, LLC 3
First County Bank /CT/ 3
Narwhal Capital Management 3
Prairie Sky Financial Group LLC 3
Taikang Asset Management (Hong Kong) Co Ltd 3
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 3
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 3
United Capital Management of KS, Inc. 3
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 3
BEMB - iSHARES TRUST - iShares J.P. Morgan Broad USD Emerging Markets Bond ETF 3
FMBHX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Core Plus Bond Fund Fidelity Advisor Municipal Core Plus Bond Fund : Class Z 3
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 3
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 3
Kennedy Investment Group 3
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 3
Patriot Financial Partners Iii, L.p. 3
Loveless Wealth Management LLC 3
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 3
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 3
Rand Wealth, Llc 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 3
Vishria Bird Financial Group, LLC 3
Bastion Asset Management Inc. 3
Cognios Beta Neutral Large Cap Fund, Lp 3
IVSBX - IVY FUNDS - Ivy Global Bond Fund Class B 3
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 3
Steadfast Capital Management Lp 3
Vulcan Value Partners, LLC 3
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 3
KRMA - Global X Funds - Global X Conscious Companies ETF 3
GGUIX - abrdn Funds - abrdn Focused U.S. Small Cap Equity Fund Institutional Class 3
Sagil Capital Llp 3
Selway Asset Management 3
Chapman Investment Management, LLC 3
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A 3
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 3
Southpoint Capital Advisors LP 3
Ewa, Llc 3
Nicola Wealth Management Ltd. 3
Chesapeake Wealth Management 3
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 3
AdvicePeriod, LLC 3
PMOAX - PRINCIPAL FUNDS INC - Opportunistic Municipal Fund Class A 3
Bank Of Stockton 3
Ofi Invest Asset Management 3
Lara, May & Associates, Llc 3
Lauer Wealth, LLC 3
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class 3
Arnhold LLC 3
Randolph Co Inc 3
Longer Investments Inc. 3
Winthrop Advisory Group LLC 3
Ruane, Cunniff & Goldfarb Inc 3
Nantahala Capital Management, LLC 3
SCW Capital Management, LP 3
Resolute Wealth Strategies, LLC 3
Qvr Llc 3
KilterHowling LLC 3
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 3
Russell Clark Investment Management Ltd 3
Canoe Financial LP 3
Main Management ETF Advisors, LLC 3
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 3
Viking Global Investors Lp 3
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio 3
Ergawealth Advisors, Inc. 3
Hyperion Partners, LLC 3
JMG Financial Group, Ltd. 3
Inlight Wealth Management, LLC 3
Kendall Capital Management 3
Orca Investment Management, LLC 3
Train Babcock Advisors Llc 3
Putnam ETF Trust - Putnam ESG Core Bond ETF - 3
Magee Thomson Investment Partners Llc 3
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 3
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
Two Roads Shared Trust - Hypatia Women CEO ETF 3
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 3
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 3
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 3
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 3
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 3
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 3
Goldentree Asset Management Lp 3
Founders Capital Management, Llc 3
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 3
Martin Currie Ltd 3
Tme Financial, Inc. 3
AGBPX - Allianz Funds Multi-Strategy Trust - AllianzGI Green Bond Fund Class P 3
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A 3
Panoramic Investment Advisors, Llc 3
TT Capital Management LLC 3
Ivory Investment Management, Llc 3
Brookside Capital Management Llc 3
Sterling Group Wealth Management, LLC 3
Oaktree Capital Group Holdings GP, LLC 3
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 3
Newport Wealth Strategies, Inc. 3
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 3
St. Louis Financial Planners Asset Management, LLC 3
TILUX - MORGAN STANLEY PATHWAY FUNDS - Inflation-Linked Fixed Income Fund 3
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 3
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 3
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C 3
Overbrook Management Corp 3
Marathon Asset Management Lp 3
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 3
Ausbil Investment Management Ltd 3
Kovitz Investment Group, LLC 3
Solano Wealth Investment Advisors LLC 3
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 3
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 3
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 3
Regis Management CO LLC 3
Silverleafe Capital Partners, LLC 3
Retirement Investment Advisors, Inc. 3
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 3
Analyst IMS Investment Management Services Ltd. 3
NFC Investments, LLC 3
Kamunting Street Capital Management, L.P. 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
Allen Investment Management LLC 3
Phillips Wealth Planners LLC 3
Hilltop Partners LLC 3
KDK Private Wealth Management, LLC 3
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 3
Tandem Investment Partners LLC 3
Mokosak Advisory Group, LLC 3
Miller Value Partners, Llc 3
Terrapin Asset Management, LLC 3
PFM Health Sciences, LP 3
united american securities inc. (d/b/a uas asset management) 3
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 3
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 3
Aubrey Capital Management Ltd 3
Sanchez Wealth Management Group 3
Colrain Capital Llc 3
Applied Capital LLC/FL 3
Flow State Investments, L.P. 3
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 3
Certior Financial Group, Llc 3
Sonoma Private Wealth LLC 3
Inverness Counsel Llc /ny/ 3
Strategic Point Investment Advisors, LLC 3
Tygh Capital Management, Inc. 3
Viawealth, Llc 3
Tejara Capital Ltd 3
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 3
Rahlfs Capital, Llc 3
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 3
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 3
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 3
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 3
DDD Partners, LLC 3
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 3
BHK Investment Advisors, LLC 3
Matterhorn Capital Management, LLC 3
Skyline Asset Management Lp 3
XNAV - FundX Investment Trust - FundX Aggressive ETF 3
Ipsen Advisor Group LLC 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
Buckley Wealth Management, LLC 3
Freedom Day Solutions, LLC 3
BELSX - RBB FUND, INC. - Boston Partners Emerging Markets Long/Short Fund Institutional Class 3
WS Portfolio Advisory, LLC 3
Salient Private Client, Llc 3
Papp L Roy & Associates 3
Argonautica Private Wealth Management, Inc 3
Touchstone Investment Trust 3
Yoffe Investment Management, LLC 3
Blackrock Cori Funds 3
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares 3
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 3
Putnam Fund For Growth & Income 3
Prudent Man Investment Management, Inc. 3
Marmo Financial Group, LLC 3
Herr Investment Group LLC 3
Partners in Financial Planning 3
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 3
Paul Damon & Associates, Inc. 3
Integris Wealth Management, LLC 3
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Palo Alto Wealth Advisors, Llc 3
Tilson Financial Group, Inc. 3
Cooper Capital Advisors LLC 3
Taylor Frigon Capital Management LLC 3
Petredis Investment Advisors Llc 3
Forza Wealth Management, LLC 3
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 3
Sava Infond d.o.o. 3
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 3
Torch Wealth Management LLC 3
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 3
Pacific Sage Partners, LLC 3
BIT Capital GmbH 3
Jessup Wealth Management, Inc 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 3
Marathon Asset Management Llp 3
Fcm Investments/tx 3
Chapin Davis, Inc. 3
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 3
BMVSX - BAIRD FUNDS INC - Baird Small/Mid Cap Value Fund Investor Class 3
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 3
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 3
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 3
Brigade Capital Management, Lp 3
Putnam Master Intermediate Income Trust 3
Lathrop Investment Management Corp 3
Doubleline Income Solutions Fund 3
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 3
Stillwater Capital Advisors, LLC 3
JEMAX - JPMorgan Trust I - JPMorgan Emerging Markets Corporate Debt Fund Class A 3
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 3
Sfm, Llc 3
Guardian Partners Inc. 3
Addenda Capital Inc. 3
Hoertkorn Richard Charles 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Stokes & Hubbell Capital Management, LLC 3
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 3
Lightyear Fund Ii, L.p. 3
Ancient Art, L.P. 3
General Partner, Inc. 3
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 3
40 North Management LLC 3
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 3
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 3
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 3
FPPTX - FPA CAPITAL FUND INC - FPA Capital Fund, Inc. 3
Laurel Grove Capital, LLC 3
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 3
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 3
Hofer & Associates. Inc 3
Twele Capital Management, Inc. 3
Oppenheimer Discovery Fund 3
QVT Financial LP 3
block.one 3
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 3
Eaton Vance High Income 2021 Target Term Trust 3
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 3
DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
Stapp Wealth Management, Pllc 3
Cresta Advisors, Ltd. 3
AMCPX - AMCAP FUND - AMCAP FUND Class A 3
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II 3
Aspetuck Financial Management LLC 3
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 3
Campbell Newman Asset Management Inc 3
NorthLanding Financial Partners, LLC 3
Dakota Community Bank & Trust NA 3
Norman Fields, Gottscho Capital Management, LLC 3
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 3
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 3
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 3
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A 3
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 3
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 3
Miller/howard High Income Equity Fund 3
Vista Investment Partners Ii, Llc 3
Baker Boyer National Bank 3
Wells Fargo Income Opportunities Fund 3
Western Asset High Income Fund Ii Inc. 3
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 3
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 3
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 3
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 3
SIRAX - Northern Lights Fund Trust - Sierra Tactical All Asset Fund Class A 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 3
Montrusco Bolton Investments Inc. 3
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 3
Riverbend Wealth Management, LLC 3
Marshwinds Advisory Co 3
EWZ - iShares, Inc. - iShares MSCI Brazil ETF 3
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 3
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 3
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 3
BKF - iShares, Inc. - iShares MSCI BRIC ETF 3
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 3
Fiduciary Management Inc /wi/ 3
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 3
Community Bank & Trust, Waco, Texas 3
Rivernorth Opportunities Fund, Inc. 3
BSJK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 High Yield Corporate Bond ETF 3
Bath Savings Trust Co 3
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 3
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 3
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 3
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 3
Nexus Investment Management ULC 3
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 3
APDPX - ARTISAN PARTNERS FUNDS INC - Artisan Global Unconstrained Fund Advisor Shares 3
Epiphany Funds 3
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 3
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 3
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 3
Pensionfund Sabic 3
Centre Asset Management, LLC 3
KLS Professional Advisors Group, LLC 3
Permanent Capital Management, LP 3
WJ Interests, LLC 3
Generali Investments CEE, investicni spolecnost, a.s. 3
Federated Mdt Large Cap Value Fund 3
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 3
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 3
Plan Group Financial, LLC 3
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 3
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A 3
Kynikos Associates LP 3
Scoggin Management Lp 3
Chung Wu Investment Group, LLC 3
Groesbeck Investment Management Corp /nj/ 3
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 3
Beaumont Asset Management, L.L.C. 3
Warwick Investment Management, Inc. 3
Peconic Partners Llc 3
Wall Street Access Asset Management, LLC 3
Xulu, Inc. 3
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 3
New Mountain Vantage Advisers, L.l.c. 3
Sanford Advisory Services, LLC 3
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 3
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 3
Eaton Vance Short Duration Diversified Income Fund 3
LTG Capital LLC 3
John Hancock Tax-advantaged Global Shareholder Yield Fund 3
Cypress Financial Planning Llc 3
High Income Opportunities Portfolio - High Income Opportunities Portfolio 3
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 3
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 3
Obsidian Personal Planning Solutions LLC 3
Oppenheimer Rising Dividends Fund 3
Sherman Asset Management, Inc. 3
Hikari Tsushin, Inc. 3
RCRIX - RIVERPARK FUNDS TRUST - RiverPark Floating Rate CMBS Fund Institutional Class Shares 3
Private Harbour Investment Management & Counsel, LLC 3
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares 3
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 3
Vantage Investment Partners, LLC 3
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund 3
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 3
Sunburst Financial Group, LLC 3
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 3
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 3
Dodge & Cox 3
PFUMX - PRINCIPAL FUNDS, INC. - Finisterre Emerging Markets Total Return Bond Fund Institutional Class 3
Impact Investors, Inc 3
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 3
BBT Capital Management, LLC 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 3
King Wealth 3
ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class 3
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 3
Sincerus Advisory, LLC 3
Minot Wealth Management LLC 3
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 3
Altus Wealth Management, LLC 3
South Georgia Capital, Llc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 3
Boussard & Gavaudan Investment Management LLP 3
Parnassus Investments /ca 3
Portland Financial Advisors Inc 3
ICW Investment Advisors LLC 3
Empirical Capital Management, LLC 3
Castle Creek Capital Partners VIII, LP 3
American National Registered Investment Advisor, Inc. 3
Buckingham Capital Management, Inc. 3
Western Asset High Yield Defined Opportunity Fund Inc. 3
Legacy Wealth Partners, Inc. 3
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 3
Permit Capital Advisors, LLC 3
Nuveen Municipal Credit Opportunities Fund 3
Invesco Bldrs Index Funds Trust 3
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF 3
Asset Management Resources, LLC 3
Inverness Investment Group, LLC 3
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 3
Barnes Dennig Private Wealth Management LLC 3
Powers Advisory Group, LLC 3
Canyon Capital Advisors Llc 3
Integrity Advisory, LLC 3
Carter Financial Group, INC. 3
Lansdowne Partners (uk) Llp 3
20/20 Capital Management, Inc. 3
Sound Shore Management Inc /ct/ 3
Gibson Capital, LLC 3
Paragon Private Wealth Management, LLC 3
Alerus Investment Advisors Corp 3
Columbia Trust Co 01012016 3
Bmt Investment Funds 3
Cyrus J. Lawrence, LLC 3
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 3
One Charles Private Wealth Services, LLC 3
Madison Wealth Management 3
Verde Capital Management 3
Solidarilty Wealth, LLC 3
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 3
Trident IV LP 3
Wade Financial Advisory, Inc 3
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 3
MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A 3
Nvest Financial, LLC 3
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 3
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 3
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II 3
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 3
Mizuho Markets Cayman LP 3
Advantage Advisers Xanthus Fund, L.l.c. 3
JSF Financial, LLC 3
Madison Strategic Sector Premium Fund 3
KHYB - Krane Shares Trust - KraneShares CCBS China Corporate High Yield Bond USD Index ETF 3
Watchman Group, Inc. 3
Btr Capital Management Inc 3
Compass Capital Corp /ma/ /adv 3
Independent Family Office, LLC 3
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 3
PRB Advisors LLC 3
Professional Advisory Services Inc 3
Fortune 45 LLC 3
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 3
Clientfirst Wealth Management, LLC 3
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 3
Cornerstone Total Return Fund Inc 3
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 3
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 3
Blackrock Enhanced Global Dividend Trust 3
Fedenia Advisers LLC 3
BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Intermediate Duration ETF 3
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 3
Atlas Legacy Advisors, LLC 3
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 3
Western Asset Income Fund 3
Hillman Capital Management, Inc. 3
Us Global Investors Funds 3
Saratoga Research & Investment Management 3
Gemsstock Ltd. 3
Armor Advisors, L.l.c. 3
BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents 3
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 3
American Asset Management Inc. 3
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 3
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 3
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 3
BHF RG Capital Inc. 3
Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares 3
First International Bank & Trust 3
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 3
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 3
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class 3
CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 3
Morgan Stanley Emerging Markets Debt Fund Inc 3
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 3
Zenit Asset Management AB 3
CFIMX - Clipper Funds Trust - Clipper Funds Trust 3
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 3
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 3
jvl associates llc 3
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 3
Manikay Partners, LLC 3
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 3
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 3
Cohen & Steers Global Income Builder, Inc 3
Jnl Strategic Income Fund Llc 3
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 3
Ridgeline Wealth Planning, LLC 3
VBB - Valkyrie ETF Trust II - Valkyrie Balance Sheet Opportunities ETF 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 3
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 3
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
Foyston, Gordon, & Payne Inc 3
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 3
Fiduciary Services Corp/ga 3
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 3
Olstein Funds 3
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 3
Saiers Capital, LLC 3
Ashford Capital Management Inc 3
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 3
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 3
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 3
Brooktree Capital Management 3
BLACKROCK FUNDS - BlackRock Global Equity Absolute Return Fund Class K 3
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 3
TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund 3
Old West Investment Management, LLC 3
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 3
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 3
Logan Stone Capital, LLC 3
Louisbourg Investments Inc. 3
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 3
abrdn Funds - abrdn Focused U.S. Small Cap Active ETF 3
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 3
Bullseye Investment Management, LLC 3
Topel & Distasi Wealth Management, LLC 3
Rainsberger Wealth Advisors, Inc. 3
Rs Crum Inc. 3
Tandem Capital Management Corp /adv 3
Acuity Investment Management Inc 3
Quadrature Capital LLP 3
Kondo Wealth Advisors, Inc. 3
Skba Capital Management Llc 3
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 3
BostonPremier Wealth LLC 3
Serenus Wealth Advisors, LLC 3
Richwood Investment Advisors, LLC 3
Eagle Rock Investment Company, Llc 3
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 3
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF 3
Adamsbrown Wealth Consultants Llc 3
Aurelius Family Office LLC 3
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 3
Gibson Wealth Advisors LLC 3
Fairvoy Private Wealth, LLC 3
Vision Capital Management, Inc. 3
RELAX - FundX Investment Trust - FundX Conservative Upgrader Fund 3
Bank of Kentucky, Inc. 3
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 3
Argus Investors' Counsel, Inc. 3
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 3
Elk Creek Partners, LLC 3
Nuveen S&p 500 Buywrite Income Fund 3
Summit Creek Advisors LLC 3
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 3
Sendero Wealth Management, LLC 3
Eaton Vance Tax-managed Buy-write Income Fund 3
Gamco Global Gold, Natural Resources & Income Trust 3
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 3
Carl Stuart Investment Advisor, Inc 3
Longboard Asset Management, LP 3
Gamco Natural Resources, Gold & Income Trust 3
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 3
Shone Asset Management LLC 3
Archer Investment Management, LLC 3
Gabelli Go Anywhere Trust 3
Valentine Capital Asset Management, Inc. 3
Terril Brothers, Inc. 3
Transparent Wealth Partners LLC 3
CMIFX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Founders Class 3
GEN Financial Management, INC. 3
Silver Oak Advisory Group, Inc. 3
CastleKnight Management LP 3
Madison Scottsdale, LC 3
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 3
Jmac Enterprises Llc 3
Union Investments & Development Ltd. 3
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C 3
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 3
Tcg Financial Series Trust Vii 3
Archvest Wealth Advisors, Inc. 3
Mmbg Investment Advisors Co. 3
FS Series Trust - FS Market Neutral Fund Class I 3
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 3
Northern Lights Variable Trust - 7Twelve Balanced Portfolio Class 4 3
Brookfield Real Assets Income Fund Inc. 3
Castle Financial & Retirement Planning Associates, Inc. 3
Wellspring Financial Advisors, LLC 3
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 3
Eschler Asset Management LLP 3
MKT Advisors LLC 3