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
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 1651
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 1572
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 1558
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 1504
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 1459
UBS Group AG 1455
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 1454
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 1415
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 1402
Proequities, Inc. 1394
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 1392
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 1391
Morgan Stanley 1357
Susquehanna International Group, Llp 1338
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 1327
Royal Bank Of Canada 1318
Citadel Advisors Llc 1311
Jane Street Group, Llc 1299
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 1269
Bank Of America Corp /de/ 1264
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 1261
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 1230
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 1229
Wells Fargo & Company/mn 1204
Advisor Group Holdings, Inc. 1180
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 1170
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 1164
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 1160
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 1151
Jpmorgan Chase & Co 1138
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 1083
Goldman Sachs Group Inc 1076
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 1052
IFP Advisors, Inc 1045
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 1043
LPL Financial LLC 1041
Fmr Llc 1031
Pnc Financial Services Group, Inc. 1021
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 1020
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 1004
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 998
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 985
Tower Research Capital LLC (TRC) 979
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 947
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 947
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 935
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 931
Envestnet Asset Management Inc 929
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 917
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 914
Bank Of Montreal /can/ 908
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 902
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 902
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 894
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 891
Citigroup Inc 889
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 887
Cwm, Llc 885
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 882
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 870
BlackRock, Inc. 859
Ameriprise Financial Inc 841
Ladenburg Thalmann Financial Services Inc 835
Cambridge Investment Research Advisors, Inc. 830
Commonwealth Equity Services, Llc 829
Raymond James Financial Inc 824
Northwestern Mutual Wealth Management Co 824
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 814
Raymond James Financial Services Advisors, Inc. 805
Steward Partners Investment Advisory, Llc 804
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 799
Advisory Services Network, LLC 797
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 789
Stifel Financial Corp 789
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 784
Advisor Group, Inc. 782
Us Bancorp \de\ 781
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 780
Creative Planning 776
Raymond James & Associates 776
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 768
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 764
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 762
Deutsche Bank Ag\ 762
Six Circles Trust - Six Circles Global Bond Fund 760
Farther Finance Advisors, LLC 757
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 755
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 755
GWM Advisors LLC 749
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 749
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 746
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 743
Barclays Plc 741
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 733
Harbour Investments, Inc. 724
Allworth Financial LP 720
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 719
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 714
HighTower Advisors, LLC 709
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 709
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 709
Kestra Advisory Services, LLC 708
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 706
Bank of New York Mellon Corp 702
Rockefeller Capital Management L.P. 701
Cetera Investment Advisers 698
Captrust Financial Advisors 696
Janney Montgomery Scott LLC 691
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 687
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 684
Fifth Third Bancorp 682
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 680
Old Mission Capital Llc 678
American International Group, Inc. 676
Private Advisor Group, LLC 675
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 665
Comerica Bank 658
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 656
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 655
Global Retirement Partners, LLC 653
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 652
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 651
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 650
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 650
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 648
Hrt Financial Lp 642
Geneos Wealth Management Inc. 638
Truist Financial Corp 636
Cetera Advisor Networks LLC 633
Manufacturers Life Insurance Company, The 632
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 628
Mariner, LLC 627
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 624
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 618
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 617
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 617
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 617
Ubs Ag 614
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 610
MASTER BOND LLC - Master Total Return Portfolio 604
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 600
Mml Investors Services, Llc 599
AE Wealth Management LLC 597
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 596
Assetmark, Inc 593
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 592
SG Americas Securities, LLC 592
Flow Traders U.s. Llc 589
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 586
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 585
Northern Trust Corp 576
Renaissance Technologies Llc 575
Parallel Advisors, LLC 572
Kcg Holdings, Inc. 572
Invesco Ltd. 569
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 564
Bnp Paribas Arbitrage, Sa 564
NOBOX - Northern Funds - Northern Bond Index Fund 562
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 561
Stratos Wealth Partners, LTD. 559
American Portfolios Advisors 558
MAI Capital Management 557
Jones Financial Companies Lllp 557
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 554
Principal Securities, Inc. 552
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 550
Vanguard Group Inc 548
Millennium Management Llc 548
Credit Suisse Ag/ 547
Parallax Volatility Advisers, L.P. 546
Huntington National Bank 546
Virtu Financial LLC 544
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 541
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 540
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 539
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 538
Bessemer Group Inc 528
Cetera Advisors LLC 524
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 524
O'shaughnessy Asset Management, Llc 522
Wealth Enhancement Advisory Services, Llc 522
Signaturefd, Llc 518
Sei Investments Co 518
SRS Capital Advisors, Inc. 515
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 513
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 513
Alliancebernstein L.p. 513
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 511
Qube Research & Technologies Ltd 511
Two Sigma Investments, Lp 511
NEXT Financial Group, Inc 510
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 505
Russell Investments Group, Ltd. 503
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 503
Thrivent Financial For Lutherans 503
MetLife Securities, Inc 502
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 500
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 499
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 499
Ameritas Investment Partners, Inc. 497
Belpointe Asset Management LLC 496
EverSource Wealth Advisors, LLC 496
Aqr Capital Management Llc 495
Benjamin F. Edwards & Company, Inc. 494
Private Trust Co Na 494
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 492
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 489
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 489
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 488
CoreCap Advisors, LLC 488
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 488
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 486
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 485
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 483
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 482
Geode Capital Management, Llc 479
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 479
Atria Investments Llc 479
Ameritas Advisory Services, LLC 479
Two Sigma Securities, Llc 478
Sunbelt Securities, Inc. 476
Spire Wealth Management 476
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 474
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 474
State Street Corp 474
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 473
First Trust Advisors Lp 472
AdvisorNet Financial, Inc 472
Ubs Asset Management Americas Inc 472
Simplex Trading, Llc 471
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 471
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 467
Larson Financial Group LLC 467
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 466
Mercer Global Advisors Inc /adv 466
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 462
Sowell Financial Services LLC 461
Charles Schwab Investment Management Inc 460
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 460
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 458
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 456
Dimensional Fund Advisors Lp 454
Money Concepts Capital Corp 454
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 454
Avantax Advisory Services, Inc. 452
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 452
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 452
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 451
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 447
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 446
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 446
CIBC Private Wealth Group, LLC 445
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 444
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 443
Orion Portfolio Solutions, LLC 443
Wolverine Trading, Llc 442
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 439
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 437
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 435
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 435
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 435
STFBX - Advisers Investment Trust - State Farm Balanced Fund 435
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 433
Parametric Portfolio Associates Llc 432
Wellington Management Group Llp 432
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 432
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 431
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 430
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 428
D.a. Davidson & Co. 428
Rhumbline Advisers 427
Brinker Capital Investments, LLC 427
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 426
New York State Common Retirement Fund 425
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 425
National Asset Management, Inc. 424
First Horizon Advisors, Inc. 424
BlackRock Investment Management, LLC 424
Creative Financial Designs Inc /adv 422
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 422
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 421
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 420
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 420
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 420
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 419
International Assets Investment Management, Llc 419
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 418
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 418
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 417
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 417
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 417
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 417
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 416
Smartleaf Asset Management LLC 415
JNL SERIES TRUST - JNL Bond Index Fund (I) 414
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 414
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 413
Sigma Planning Corp 413
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 412
Atria Wealth Solutions, Inc. 410
Hartland & Co., LLC 408
Victory Capital Management Inc 406
Prelude Capital Management, Llc 406
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 405
Acadian Asset Management Llc 405
United Capital Financial Advisers, Llc 404
Gradient Investments LLC 401
Legal & General Group Plc 401
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 401
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 400
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 399
Prospera Financial Services Inc 398
California State Teachers Retirement System 397
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 397
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 396
Glenmede Trust Co Na 395
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 394
BRACX - Blackrock Allocation Target Shares - Bats Series C 394
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 393
Cerity Partners LLC 393
Panagora Asset Management Inc 392
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 392
BlackRock Fund Advisors 391
Prudential Financial Inc 391
Franklin Resources Inc 391
Meeder Asset Management Inc 390
Marshall Wace, Llp 390
Baird Financial Group, Inc. 390
California Public Employees Retirement System 389
GAMMA Investing LLC 389
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 389
Ronald Blue Trust, Inc. 388
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 388
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 386
First Allied Advisory Services, Inc. 386
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 386
Blair William & Co/il 385
Nuveen Asset Management, LLC 385
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 385
Hsbc Holdings Plc 384
Resources Investment Advisors, LLC. 384
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 381
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 381
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 380
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 380
Integrated Wealth Concepts LLC 379
Brookstone Capital Management 378
Sanctuary Advisors, LLC 378
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 377
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 377
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 377
Capital Investment Advisory Services, LLC 377
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 376
Sound Income Strategies, LLC 375
Flagship Harbor Advisors, Llc 374
Patriot Financial Group Insurance Agency, LLC 374
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 373
Nbc Securities, Inc. 373
Capital Analysts, Inc. 373
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 373
Ameritas Investment Corp 372
Bridgeway Capital Management Inc 372
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 371
Root Financial Partners, LLC 371
American Century Companies Inc 371
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 370
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 370
Commonwealth Equity Services, Inc 370
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 370
Wealthcare Advisory Partners LLC 369
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 369
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 369
D. E. Shaw & Co., Inc. 369
Arkadios Wealth Advisors 369
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 368
Two Sigma Advisers, Lp 367
Coldstream Capital Management Inc 366
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 366
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 364
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 364
Federated Hermes, Inc. 363
Snowden Capital Advisors LLC 363
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 362
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 361
Massmutual Trust Co Fsb/adv 359
Squarepoint Ops LLC 358
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 358
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 357
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 357
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 357
We Are One Seven, LLC 357
BlackRock Institutional Trust Company, N.A. 356
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 355
Centaurus Financial, Inc. 354
Strs Ohio 354
Gts Securities Llc 354
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 354
Teachers Advisors, Llc 354
Quadrant Capital Group Llc 353
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 353
Price T Rowe Associates Inc /md/ 353
Western Wealth Management, LLC 353
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 352
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 352
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 352
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 350
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 349
Great West Life Assurance Co /can/ 348
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 348
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 347
Parkside Financial Bank & Trust 347
Aptus Capital Advisors, LLC 345
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 344
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 344
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 344
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 344
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 343
Trexquant Investment LP 343
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 343
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 342
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 342
Tiaa Cref Investment Management Llc 342
Oppenheimer & Co Inc 341
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 341
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 340
Maltese Capital Management Llc 339
Colony Group, LLC 337
Metropolitan Life Insurance Co/ny 337
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 336
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 335
Sterling Capital Management LLC 335
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 335
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 335
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 335
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 334
Stephens Inc /ar/ 334
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 334
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 334
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 334
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 333
Kestra Private Wealth Services, Llc 333
IHT Wealth Management, LLC 333
Nationwide Fund Advisors 333
Arrowstreet Capital, Limited Partnership 331
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 331
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 331
NOSGX - Northern Funds - Northern Small Cap Value Fund 331
Sofos Investments, Inc. 331
Ancora Advisors, LLC 331
Advanced Series Trust - Ast Advanced Strategies Portfolio 331
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 330
Rothschild Investment Llc 330
Sonora Investment Management, LLC 330
Equitable Holdings, Inc. 329
Gsa Capital Partners Llp 329
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 328
Financial Advocates Investment Management 328
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 328
BlackRock Advisors LLC 328
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 327
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 327
Vanguard Index Funds 327
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 326
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 326
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 326
Carroll Financial Associates, Inc. 325
PIMCO FUNDS - PIMCO Short Asset Portfolio 325
Banc Funds Co Llc 325
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 325
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 324
Ground Swell Capital, LLC 323
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 323
Beacon Pointe Advisors, LLC 323
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 323
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 322
Quantinno Capital Management LP 321
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 321
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 320
Invesco Bond Fund 320
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 320
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 318
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 318
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 317
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 317
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 317
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 317
Lazard Asset Management Llc 317
Federation des caisses Desjardins du Quebec 317
Principal Funds Inc 316
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 316
TCI Wealth Advisors, Inc. 316
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 315
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 315
J.w. Cole Advisors, Inc. 315
Brown Brothers Harriman & Co 314
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 314
Cubist Systematic Strategies, LLC 314
MetLife Investment Management, LLC 314
Tudor Investment Corp Et Al 313
Macquarie Group Ltd 313
Covestor Ltd 313
CI Private Wealth, LLC 313
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 313
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 312
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 312
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 312
Quadrature Capital Ltd 311
Guggenheim Capital Llc 311
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 311
Nisa Investment Advisors, Llc 310
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 310
VDAFX - VALIC Co I - Dynamic Allocation Fund 310
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 310
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 310
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 310
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 308
First Manhattan Co 308
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 307
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 307
Proficio Capital Partners LLC 307
Kennedy Capital Management, Inc. 305
MUFG Americas Holdings Corp 305
Public Employees Retirement System Of Ohio 305
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 304
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 304
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 304
CENTRAL TRUST Co 304
Versant Capital Management, Inc 304
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 304
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 304
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 303
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 302
Eaton Vance Management 302
Balyasny Asset Management Llc 302
Independent Advisor Alliance 302
Asset Dedication, LLC 302
Amalgamated Bank 302
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 301
Empowered Funds, LLC 301
ACSKX - American Century Investment Trust - Short Duration Fund C Class 301
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 301
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 300
Sawtooth Solutions, LLC 300
Managed Account Advisors Llc 299
Voya Investment Management Llc 299
Allspring Global Investments Holdings, LLC 298
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 298
Lindbrook Capital, Llc 298
Allianz Asset Management GmbH 298
Cary Street Partner Investment Advisory Llc 298
Synovus Financial Corp 298
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 298
Glassman Wealth Services 298
Verition Fund Management LLC 297
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 297
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 297
Wealthspire Advisors, LLC 297
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 297
Lincoln National Corp 296
Vanguard Capital Management Llc 296
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 296
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 296
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 296
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 296
Kingsview Wealth Management, LLC 296
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 295
Ashton Thomas Private Wealth, LLC 295
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 295
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 294
Principal Financial Group Inc 294
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 294
Brown Advisory Inc 293
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 293
Cresset Asset Management, LLC 293
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 293
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 293
Mutual Advisors, LLC 292
RMB Capital Management, LLC 292
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 292
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 292
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 292
National Bank Of Canada /fi/ 292
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 291
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 291
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 291
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 291
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 291
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 291
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 290
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 290
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 290
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 290
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 289
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 289
Change Path, LLC 289
True Wealth Design, LLC 289
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 289
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 289
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 288
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 287
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 287
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 287
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 287
Connor, Clark & Lunn Investment Management Ltd. 287
Los Angeles Capital Management Llc 287
Martingale Asset Management L P 287
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 286
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 286
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 286
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 286
Merit Financial Group, LLC 286
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 286
Jefferies Group LLC 285
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 285
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 285
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 285
Pinnacle Wealth Planning Services, Inc. 285
Valeo Financial Advisors, LLC 285
Wiley Bros.-aintree Capital, Llc 285
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 285
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 284
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 284
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 284
Boothbay Fund Management, Llc 284
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 284
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 283
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 283
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 283
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 283
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 283
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 283
College Retirement Equities Fund 283
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 283
Koshinski Asset Management, Inc. 283
Zurcher Kantonalbank (Zurich Cantonalbank) 283
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 282
IWV - iSHARES TRUST - iShares Russell 3000 ETF 282
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 281
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 281
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 281
Lsv Asset Management 281
Engineers Gate Manager LP 281
ExodusPoint Capital Management, LP 281
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 280
Tiaa-cref Funds 280
Group One Trading, L.p. 280
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 280
Lido Advisors, LLC 279
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 279
StoneX Group Inc. 279
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 279
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 279
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 279
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 278
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 278
Cutler Group LP 278
Rehmann Capital Advisory Group 278
Umb Bank N A/mo 277
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 277
GeoWealth Management, LLC 277
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 277
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 277
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 277
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 277
NSIDX - Northern Funds - Northern Small Cap Index Fund 276
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio II 276
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 276
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 276
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 276
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 276
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 276
XTX Topco Ltd 276
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 275
Piedmont Investment Advisors Llc 275
IWM - iSHARES TRUST - iShares Russell 2000 ETF 275
Russell Frank Co/ 275
Golden State Wealth Management, LLC 275
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 274
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 274
Csenge Advisory Group 274
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 274
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 274
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 274
EP Wealth Advisors, Inc. 274
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 274
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 274
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 274
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 274
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 273
State Farm Variable Product Trust 273
Seacrest Wealth Management, Llc 273
State Farm Mutual Fund Trust 273
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 272
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 272
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 272
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 272
Paloma Partners Management Co 272
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 271
PENN SERIES FUNDS INC - Small Cap Index Fund 271
Cornerstone Planning Group LLC 271
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 271
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 271
Plante Moran Financial Advisors, LLC 271
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 271
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 271
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 270
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 270
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 270
Profunds - Profund Vp Ultrasmall-cap 270
Keating Financial Advisory Services, Inc. 270
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 270
Regions Financial Corp 270
Optiver Holding B.V. 269
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 269
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 269
Profunds - Profund Vp Small-cap 269
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 269
M&t Bank Corp 269
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 269
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 268
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 268
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 268
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 267
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 267
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 267
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 267
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 267
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 266
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 266
Bb&t Securities, Llc 266
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 266
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 266
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 266
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 266
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 266
SLPIX - Profunds - Small-cap Profund Investor Class 266
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 266
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 266
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 266
Toronto Dominion Bank 266
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 265
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 265
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 265
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 265
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 265
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 264
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 264
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 264
PENN SERIES FUNDS INC - International Equity Fund 263
Oxford Asset Management Llp 263
VCSLX - VALIC Co I - Small Cap Index Fund 263
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 263
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 263
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 263
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 263
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 263
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 262
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 262
Bhz Capital Management, Lp 262
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 262
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 262
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 261
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 261
EJF Capital LLC 261
Acrospire Investment Management LLC 261
Nuveen, LLC 261
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 261
Warren Averett Asset Management, LLC 260
Park Avenue Securities Llc 260
Whittier Trust Co 260
Strategic Blueprint, LLC 260
Basswood Capital Management, L.l.c. 259
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 259
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 259
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 258
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 258
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 258
SBI Securities Co., Ltd. 258
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 258
Brandywine Global Investment Management, LLC 258
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 257
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 257
Jacobs Levy Equity Management, Inc 257
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 257
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 256
SageView Advisory Group, LLC 256
Police & Firemen's Retirement System of New Jersey 256
Capital Performance Advisors Llp 256
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 256
Man Group plc 256
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 255
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 255
Susquehanna Fundamental Investments, Llc 255
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 255
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 255
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 255
Essential Partners LLC 255
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 255
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 255
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 255
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 255
WFG Advisors, LP 255
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 254
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 254
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 254
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 254
Eqis Capital Management, Inc. 254
ORG Partners LLC 254
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 254
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 253
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 253
FinTrust Capital Advisors, LLC 253
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 253
Aperio Group, LLC 253
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 252
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 252
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 252
Vanguard Portfolio Management Llc 252
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 251
Wedbush Securities Inc 251
Envestnet Portfolio Solutions, Inc. 251
Cornerstone Wealth Management, LLC 251
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 251
Cullen/frost Bankers, Inc. 251
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 251
Six Circles Trust - Six Circles Credit Opportunities Fund 250
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 250
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 250
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 250
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 249
Vanguard Fiduciary Trust Co 249
Schonfeld Strategic Advisors LLC 248
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 248
Savant Capital, LLC 248
Wealthspire Advisors, L.P. 248
CIBC World Markets Inc. 248
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 248
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 248
Emerald Mutual Fund Advisers Trust 248
Mirae Asset Global Investments Co., Ltd. 247
Vanguard Global Advisers, LLC 247
Bokf, Na 247
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 247
Dynamic Technology Lab Private Ltd 247
Benjamin Edwards Inc 247
Nomura Holdings Inc 246
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 246
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 246
State Of Wisconsin Investment Board 246
Teacher Retirement System Of Texas 246
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 246
FJ Capital Management LLC 245
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 245
PDT Partners, LLC 245
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 245
Ergoteles LLC 245
Marshall Wace North America L.P. 245
First Republic Investment Management, Inc. 245
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 244
CX Institutional 244
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 244
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 244
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 244
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 244
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 243
Janus Henderson Group Plc 243
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 243
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 243
Foundations Investment Advisors, LLC 243
Farmers & Merchants Investments Inc 243
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 243
Ausdal Financial Partners, Inc. 243
Quantbot Technologies LP 243
Hantz Financial Services, Inc. 242
WealthPLAN Partners, LLC 242
ProShare Advisors LLC 242
Emerald Acquisition Ltd. 242
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 242
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 242
Aquatic Capital Management LLC 242
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 241
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 241
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 241
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 241
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 241
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 240
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 240
Cornerstone Capital Management Holdings Llc. 240
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 240
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 240
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 240
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 239
Howe & Rusling Inc 239
Fisher Asset Management, LLC 239
Vantagepoint Funds 239
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 239
National Planning Corp 239
Suntrust Banks Inc 239
Ellevest, Inc. 239
Newbridge Financial Services Group, Inc. 238
Oppenheimer Etf Trust 238
Pensionmark Financial Group, Llc 238
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 237
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 237
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 237
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 237
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 237
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 236
Apollon Wealth Management, LLC 236
Sequoia Financial Advisors, LLC 236
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 236
FNY Investment Advisers, LLC 236
Hillsdale Investment Management Inc. 236
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 236
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 235
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 235
Private Capital Group, LLC 235
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 235
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 234
FDx Advisors, Inc. 234
RFG Advisory, LLC 234
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 234
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 234
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 234
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 234
Skopos Labs, Inc. 234
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 234
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 234
Swiss National Bank 234
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 234
Jump Financial, LLC 234
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 233
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 233
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 233
DAVENPORT & Co LLC 233
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F 233
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 233
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 233
Brighthouse Funds Trust II - BlackRock Ultra-Short Term Bond Portfolio Class A 232
Janney Capital Management LLC 232
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 231
Point72 Asset Management, L.P. 231
Jfs Wealth Advisors, Llc 231
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 231
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 230
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 230
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 230
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 230
Townsquare Capital Llc 230
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 230
Regal Investment Advisors LLC 230
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 229
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 229
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 229
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 229
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 229
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 229
Walleye Capital LLC 229
State Board Of Administration Of Florida Retirement System 229
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 228
Tucker Asset Management Llc 228
Corebridge Financial, Inc. 228
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 228
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 228
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 227
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 227
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 227
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 227
ClariVest Asset Management LLC 227
John Hancock Financial Opportunities Fund 227
Alps Advisors Inc 227
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 227
Axxcess Wealth Management, Llc 227
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 227
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 226
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 226
A.R.T. Advisors, LLC 226
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 226
Coppell Advisory Solutions LLC 226
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 226
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 225
Canada Pension Plan Investment Board 225
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 225
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 225
Dynamic Advisor Solutions LLC 224
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 224
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 224
Neuberger Berman Group LLC 224
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 224
BRYN MAWR TRUST Co 224
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 224
Winton Capital Group Ltd 223
GPS Wealth Strategies Group, LLC 223
Highlander Capital Management, LLC 223
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 223
Bartlett & Co. Wealth Management Llc 223
RCTRX - Advisor Managed Portfolios - Regan Total Return Income Fund Investor Class 223
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 223
BlackRock Group LTD 223
Tfs Capital Investment Trust 222
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 222
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 222
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 222
Axa S.a. 222
Coastal Investment Advisors, Inc. 222
Capital Advisors, Ltd. LLC 222
State of Alaska, Department of Revenue 222
Sandy Spring Bank 222
Ieq Capital, Llc 221
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 221
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 221
First Heartland Consultants, Inc. 221
Harbor Investment Advisory, Llc 221
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 221
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 221
SJS Investment Consulting Inc. 221
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 220
Mendon Capital Advisors Corp 220
Zacks Investment Management 220
Perigon Wealth Management, LLC 220
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 220
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 220
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 220
Jane Street Holding, LLC 220
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 219
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 219
Walleye Trading LLC 219
Continuum Advisory, LLC 219
Y-Intercept (Hong Kong) Ltd 219
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 219
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 219
Schroder Investment Management Group 219
Cohen & Steers Select Preferred & Income Fund, Inc. 219
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 218
Wbi Investments, Inc. 218
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 218
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 218
SILVER OAK SECURITIES, Inc 218
North Star Investment Management Corp. 217
Bogart Wealth, LLC 217
Calton & Associates, Inc. 217
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 217
Kovack Advisors, Inc. 217
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 217
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 216
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 216
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 216
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 216
IWC - iSHARES TRUST - iShares Micro-Cap ETF 216
Jaffetilchin Investment Partners, LLC 216
Key FInancial Inc 216
TD Waterhouse Canada Inc. 216
Financial Architects, Inc 216
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 216
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 216
Natixis Advisors, L.p. 216
Mather Group, Llc. 216
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 215
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 215
Cohen & Steers Reit & Preferred Income Fund Inc 215
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 215
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 215
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 215
Hotchkis & Wiley Capital Management Llc 215
Chicago Partners Investment Group LLC 215
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 215
Advanced Series Trust - Ast Small-cap Growth Portfolio 215
Rossby Financial, LCC 215
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 214
Avantax Planning Partners, Inc. 214
Winslow, Evans & Crocker, Inc. 214
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 214
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 214
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 214
RSSL - Global X Funds - Global X Russell 2000 ETF 214
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 213
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 213
BlueCrest Capital Management Ltd 213
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 213
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 213
Concurrent Investment Advisors, LLC 213
Berman Capital Advisors, LLC 212
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 212
Transamerica Financial Advisors, Inc. 212
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 212
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 212
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 212
VCBDX - VALIC Co I - Core Bond Fund 212
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 212
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 212
Moors & Cabot, Inc. 212
Advisor Resource Council 212
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 212
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 211
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 211
NewSquare Capital LLC 211
Advisors Preferred, LLC 211
RidgeWorth Capital Management LLC 211
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 211
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 211
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 210
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 210
Capital Asset Advisory Services LLC 210
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 210
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 210
Stephens Consulting, LLC 210
IFG Advisory, LLC 210
State of Tennessee, Treasury Department 210
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 210
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 210
Raymond James Trust N.a. 210
BRASX - Blackrock Allocation Target Shares - Bats Series S 209
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 209
Summit Trail Advisors, Llc 209
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 209
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 209
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 209
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 208
Putnam Investments Llc 208
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 208
Vanguard World Fund 208
Tfs Capital Llc 208
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 207
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 207
QABA - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ ABA Community Bank Index Fund 207
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 207
Cornercap Investment Counsel Inc 207
Triumph Capital Management 207
New York State Teachers Retirement System 207
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 206
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 206
First Command Advisory Services, Inc. 206
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 206
Campbell & CO Investment Adviser LLC 206
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 206
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 206
Guggenheim Active Allocation Fund 206
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 205
Fourthstone LLC 205
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 205
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 205
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 205
Twin Peaks Wealth Advisors, LLC 205
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 205
Royce & Associates Lp 205
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 205
Bartlett & Co. LLC 205
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 204
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 204
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 204
Quarry LP 204
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 203
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 203
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 203
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 203
Clear Street Markets Llc 202
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 202
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 202
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 202
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 202
Colony Group Llc 202
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 202
Emerald Investment Partners, Llc 202
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 202
JNBA Financial Advisors 202
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 201
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 201
VCAAX - VALIC Co I - Asset Allocation Fund 201
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 201
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 201
Bailard, Inc. 201
Amalgamated Financial Corp. 201
Advisors Asset Management, Inc. 201
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 200
Credit Agricole S A 200
Occudo Quantitative Strategies Lp 200
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 200
Pathstone Family Office, Llc 200
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 200
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 200
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 200
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 200
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 200
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 200
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 200
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 200
Picton Mahoney Asset Management 200
Point72 Hong Kong Ltd 199
Penserra Capital Management LLC 199
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 199
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 199
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 198
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 198
Intech Investment Management Llc 198
Prime Capital Investment Advisors, LLC 198
Keybank National Association/oh 198
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 198
Valley National Advisers Inc 198
Core Bond Portfolio - Core Bond Portfolio 197
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 197
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 197
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 197
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 197
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 197
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 197
Archer Investment Corp 197
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 197
Pathstone Holdings, LLC 197
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 197
UMA Financial Services, Inc. 197
Wipfli Financial Advisors Llc, 196
Assenagon Asset Management S.A. 196
AlphaCore Capital LLC 196
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 196
New England Securities Corp /MA/ 196
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 196
Fieldpoint Private Securities, LLC 196
Johnson Financial Group, Inc. 196
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 196
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 196
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 195
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 195
QS Investors, LLC 195
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 195
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio I 195
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 195
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 195
Gladstone Institutional Advisory LLC 195
SOUTH STATE Corp 194
Oppenheimer Global Multi Strategies Fund 194
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 194
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 194
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 194
Claymore Exchange-traded Fund Trust 193
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 193
Css Llc/il 193
Trust Co Of Vermont 193
Denali Advisors Llc 193
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 193
Wolverine Asset Management Llc 193
CPSIX - Unified Series Trust - Fci Bond Fund 193
Jacobi Capital Management LLC 193
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 193
Healthcare Of Ontario Pension Plan Trust Fund 193
Wilbanks Smith & Thomas Asset Management Llc 193
Nuveen Preferred & Income Opportunities Fund 193
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 192
Golden State Equity Partners 192
State of New Jersey Common Pension Fund D 192
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 192
Karp Capital Management Corp 192
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 192
Elizabeth Park Capital Advisors, Ltd. 192
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 192
Arizona State Retirement System 191
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 191
U.S. Capital Wealth Advisors, LLC 191
PEAK6 Investments, L.P. 191
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 191
Householder Group Estate & Retirement Specialist, LLC 191
AlphaMark Advisors, LLC 191
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 191
Centiva Capital, LP 191
IndexIQ Advisors LLC 191
Grantham, Mayo, Van Otterloo & Co. LLC 190
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 190
Trustcore Financial Services, Llc 190
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 190
Venturi Wealth Management, LLC 190
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 190
DHJJ Financial Advisors, Ltd. 190
Rafferty Asset Management, LLC 190
MCF Advisors LLC 190
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 189
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 189
Baker Avenue Asset Management, LP 189
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 189
Chicago Equity Partners Llc 189
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 189
Stratos Wealth Advisors, LLC 189
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 189
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 189
Advanced Series Trust - Ast Small-cap Value Portfolio 189
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 189
Great Valley Advisor Group, Inc. 188
Stieven Capital Advisors, L.P. 188
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 188
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 188
PEAK6 Investments LLC 188
Quantamental Technologies LLC 188
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 188
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 188
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 188
Atlantic Union Bankshares Corp 188
Municipal Employees' Retirement System of Michigan 187
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 187
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 187
TRANSAMERICA FUNDS - Transamerica Core Bond I2 187
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 187
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 187
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 187
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 186
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 186
Rydex Etf Trust 186
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 186
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 186
Hm Payson & Co 186
Signet Financial Management, Llc 186
Advisory Alpha, LLC 186
Whittier Trust Co Of Nevada Inc 186
Gemmer Asset Management LLC 186
Financial Management Professionals, Inc. 185
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 185
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 185
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 185
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 185
Magnetar Financial LLC 185
PIMCO FUNDS - PIMCO Sector Fund Series - I 185
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 184
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 184
United Services Automobile Association 184
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 184
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 183
QCVAX - Clearwater Investment Trust - Clearwater International Fund 183
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 183
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 183
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 183
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 183
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 183
Wealthsource Partners, Llc 183
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 183
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 183
John Hancock Income Securities Trust 183
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 182
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 182
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 182
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 181
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 181
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 181
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 181
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 181
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 181
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 181
GHP Investment Advisors, Inc. 181
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 181
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 181
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 180
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 180
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 180
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 180
Buckingham Strategic Partners 180
Globeflex Capital L P 180
Pimco Dynamic Income Fund 180
Toroso Investments, LLC 180
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 180
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 180
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 179
Virginia Retirement Systems Et Al 179
Norges Bank 179
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 179
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 178
Glen Eagle Advisors, LLC 178
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 178
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 178
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 178
Natixis 178
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 178
Hilltop Holdings Inc. 178
RCTRX - Trust for Advised Portfolios - Regan Total Return Income Fund Investor Class 178
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 178
Elequin Capital Lp 178
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 178
Highbridge Capital Management Llc 177
EntryPoint Capital, LLC 177
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 177
Salem Investment Counselors Inc 177
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 177
Graham Capital Management, L.P. 177
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 177
Enterprise Financial Services Corp 177
NSGRX - Northern Funds - Northern Small Cap Core Fund 177
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 177
PIMCO FUNDS - PIMCO Low Duration Portfolio 177
Great Lakes Advisors, Llc 177
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 176
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 176
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 176
BTIAX - Northern Funds - Northern U.s.treasury Index Fund Northern U.s. Treasury Index Fund 176
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 176
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 176
Wedge Capital Management L L P/nc 176
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 176
Amundi 176
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 176
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 176
Sutton Wealth Advisors Inc. 176
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 176
Segall Bryant & Hamill, Llc 176
Level Four Advisory Services, Llc 175
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 175
Innealta Capital, Llc 175
Exchange Traded Concepts, Llc 175
First Trust Intermediate Duration Preferred & Income Fund 175
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 175
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 175
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 174
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 174
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 174
RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares 174
Stevens Capital Management Lp 174
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 174
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 174
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 174
Menta Capital Llc 174
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 174
Brevan Howard Capital Management LP 174
Tradition Wealth Management, LLC 174
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 174
Aigen Investment Management, Lp 174
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 173
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 173
Vestmark Advisory Solutions, Inc. 173
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 173
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 173
Thurston, Springer, Miller, Herd & Titak, Inc. 173
Strategic Wealth Partners, Ltd. 173
Algert Global Llc 173
LUTAX - COLUMBIA FUNDS SERIES TRUST I - Columbia U.S. Treasury Index Fund Class A 173
Mount Yale Investment Advisors, LLC 173
Bell Investment Advisors, Inc 173
Point72 (DIFC) Ltd 173
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 173
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 172
Cornerstone Advisors, Inc. 172
Pnc Funds 172
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 172
Mackenzie Financial Corp 172
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 172
Nations Financial Group Inc, /ia/ /adv 172
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 172
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 172
Quest Partners LLC 172
Focus Financial Network, Inc. 172
Boston Partners 172
Guardian Wealth Advisors, LLC 172
Optimum Investment Advisors 171
Sargent Bickham Lagudis LLC 171
Fortitude Family Office, LLC 171
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 171
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 171
KBC Group NV 171
JASVX - James Alpha Funds Trust - James Alpha Structured Credit Value Fund Class A 171
Crossmark Global Holdings, Inc. 171
Salomon & Ludwin, LLC 171
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 171
Independent Financial Group, Llc 171
Clark Capital Management Group, Inc. 171
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 170
Summit Financial, LLC 170
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 170
Hancock Whitney Corp 170
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 170
BNP Paribas Asset Management Holding S.A. 170
Nuveen Multi-Asset Income Fund 170
Manchester Capital Management LLC 170
Laurion Capital Management LP 170
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 170
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 170
Cape Investment Advisory, Inc. 169
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 169
Point72 Asia (Singapore) Pte. Ltd. 169
Founders Financial Alliance, LLC 169
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 169
Teachers Retirement System Of The State Of Kentucky 169
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 169
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 169
Alpine Global Management, LLC 169
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 169
Advantage Investment Management, Llc 169
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 169
Smithfield Trust Co 169
New York Life Investment Management Llc 169
Reilly Financial Advisors, Llc 169
Crewe Advisors LLC 169
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 169
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 168
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 168
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 168
Td Asset Management Inc 168
VVSCX - VALIC Co I - Small Cap Value Fund 168
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 168
Anchor Investment Management, LLC 168
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 168
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 168
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 168
PFG Advisors 168
Public Employees Retirement Association Of Colorado 167
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 167
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 167
LS Investment Advisors, LLC 167
Caitong International Asset Management Co., Ltd 167
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF 167
FineMark National Bank & Trust 167
Dunhill Financial, LLC 167
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 166
Financial Gravity Companies, Inc. 166
Voloridge Investment Management, Llc 166
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 166
Dupont Capital Management Corp 166
Oppenheimer Asset Management Inc. 166
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 166
Delpha Capital Management, Llc 166
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 166
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 166
Mackay Shields Llc 165
Systematic Financial Management Lp 165
Abound Wealth Management 165
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 165
HAP Trading, LLC 165
Verus Capital Partners, Llc 165
Numeric Investors Llc 165
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 165
McIlrath & Eck, LLC 165
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 165
Capstone Investment Advisors, Llc 165
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 164
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 164
Krilogy Financial LLC 164
Nomura Asset Management Co Ltd 164
BDO Wealth Advisors, LLC 164
Migdal Insurance & Financial Holdings Ltd. 164
Horizon Investments, LLC 164
Wagner Wealth Management, Llc 164
Westside Investment Management, Inc. 164
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 164
Hennion & Walsh Asset Management, Inc. 164
HCUSX - HC CAPITAL TRUST - The U.S. Government Fixed Income Securities Portfolio HC Strategic Shares 164
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 164
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 164
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 164
Jacobs Asset Management, Llc 164
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 164
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 163
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 163
Global Financial Private Client, LLC 163
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 163
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 163
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 163
Endeavour Capital Advisors Inc 163
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 163
Strategic Wealth Advisors Group, LLC 163
Alberta Investment Management Corp 163
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 163
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 163
Klp Kapitalforvaltning As 163
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 162
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 162
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 162
Rsm Us Wealth Management Llc 162
Arete Wealth Advisors, LLC 162
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 162
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 162
Mutual Of America Capital Management Llc 162
FundVantage Trust - Verplanck Balanced Fund 162
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares 161
GIMFX - GMO TRUST - GMO Implementation Fund 161
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 161
CIBC Bancorp USA Inc. 161
Nuveen Preferred & Income Securities Fund 161
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 161
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 161
Versor Investments LP 161
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 160
Avion Wealth 160
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 160
Kovitz Investment Group Partners, LLC 160
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 160
Salzhauer Michael 160
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF 160
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 160
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 160
Pacer Advisors, Inc. 160
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 159
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 159
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 159
Boston Private Wealth Llc 159
Valmark Advisers, Inc. 159
LMR Partners LLP 159
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 159
HB Wealth Management, LLC 159
Tcwp Llc 159
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 159
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 159
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 159
Lloyd Advisory Services, LLC. 158
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 158
Tortoise Investment Management, LLC 158
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 158
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 158
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 158
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 158
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 158
Wunderlich Securities, Inc. 158
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 158
HHM Wealth Advisors, LLC 157
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 157
PineBridge Investments, L.P. 157
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 157
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 157
Xponance, Inc. 157
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 157
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 157
Yousif Capital Management, Llc 157
Nuveen Preferred & Income Term Fund 157
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 157
Citizens Financial Group Inc/ri 157
Harbor Capital Advisors, Inc. 157
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 157
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 157
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 157
Capital Fund Management S.a. 157
ICA Group Wealth Management, LLC 156
DRW Securities, LLC 156
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 156
Macroview Investment Management Llc 156
Concert Wealth Management Inc. 156
Stonebridge Capital Advisors LLC 156
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 156
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 156
Flaherty & Crumrine Preferred Securities Income Fund Inc 156
First Horizon Corp 156
EBI - RBB Fund Trust - Longview Advantage ETF 156
Profund Advisors Llc 156
Loomis Sayles & Co L P 156
Flaherty & Crumrine Preferred Income Fund Inc 156
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 156
Ameriflex Group, Inc. 155
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 155
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 155
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 155
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 155
Lord, Abbett & Co. Llc 155
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 155
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 155
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 155
Alliancebernstein Global High Income Fund Inc 155
Prestige Wealth Management Group LLC 155
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 154
Meridian Wealth Management, LLC 154
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 154
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 154
Castleview Partners, Llc 154
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 154
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 154
Weaver Consulting Group 154
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 154
Baystate Wealth Management LLC 154
BlackRock ETF Trust II - BlackRock Total Return ETF 154
GGBFX - GuideStone Funds - Global Bond Fund Investor 154
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 154
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 154
State of Wyoming 154
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 153
Certified Advisory Corp 153
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 153
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 153
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 153
Pinnacle Bancorp, Inc. 153
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 153
VANGUARD ASSET MANAGEMENT, Ltd 153
Eudaimonia Partners, LLC 153
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 153
Tocqueville Asset Management L.p. 153
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 153
Concord Wealth Partners 153
BFOR - ALPS ETF Trust - Barron's 400 ETF 153
Simplicity Wealth,LLC 153
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 153
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 152
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 152
Dark Forest Capital Management Lp 152
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 152
Tcw Strategic Income Fund Inc 152
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 152
First Hawaiian Bank 152
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 152
CVA Family Office, LLC 152
Flaherty & Crumrine Total Return Fund Inc 152
Front Row Advisors LLC 152
Deere & Co 151
GV Financial Advisors 151
Societe Generale 151
First Quadrant L P/ca 151
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 151
Raleigh Capital Management Inc. 151
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 151
Transce3nd, LLC 151
Vanguard Investments Australia, Ltd. 151
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 151
Commerce Bank 151
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 151
NorthRock Partners, LLC 151
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 151
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 151
Diversified Trust Co 151
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 151
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 151
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 151
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 151
Avestar Capital, LLC 151
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 151
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 151
Hutchin Hill Capital, LP 150
M Holdings Securities, Inc. 150
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 150
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 150
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 150
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 150
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 150
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 150
Accel Wealth Management 150
Public Sector Pension Investment Board 150
Impact Partnership Wealth, LLC 150
FourThought Financial, LLC 150
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 150
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 149
OMERS ADMINISTRATION Corp 149
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 149
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 149
Ritholtz Wealth Management 149
Bare Financial Services, Inc 149
Mirabella Financial Services Llp 149
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 149
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 149
Signature Estate & Investment Advisors Llc 149
Trust Co 149
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 148
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 148
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 148
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 148
Profunds - Profund Vp Oil & Gas 148
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 148
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 148
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 148
Meridian Wealth Partners, LLC 148
Placemark Investments, Inc. 148
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 148
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 148
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 148
NOCBX - Northern Funds - Northern Core Bond Fund 148
Atomi Financial Group, Inc. 147
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 147
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 147
FUTBX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Treasury Bond Index Fund 147
CWM Advisors, LLC 147
Redhawk Wealth Advisors, Inc. 147
Scotia Capital Inc. 147
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 147
C M Bidwell & Associates Ltd 147
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 147
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 147
Signature Equity Partners, LLC 147
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 147
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 147
Tompkins Financial Corp 147
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 146
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 146
Truvestments Capital Llc 146
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 146
Accurate Wealth Management, LLC 146
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 146
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 146
R Squared Ltd 146
Balentine LLC 146
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 146
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 146
Lenox Wealth Advisors, LLC 146
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 146
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 145
Kestra Investment Management, LLC 145
Addison Advisors LLC 145
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 145
Manager Directed Portfolios - Pemberwick Fund Shares 145
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 145
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 145
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 145
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 145
Quantitative Systematic Strategies LLC 144
Weiss Asset Management LP 144
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 144
Securian Funds Trust - SFT Core Bond Fund Class 1 144
Thoroughbred Financial Services, Llc 144
Employees Retirement System of Texas 144
Schubert & Co 144
Alpine Woods Capital Investors, Llc 144
Sanctuary Wealth Advisors, LLC 144
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 144
Hbk Investments L P 143
PFFD - Global X Funds - Global X U.S. Preferred ETF 143
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 143
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 143
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 143
EA Series Trust 143
Blackrock Core Bond Trust 143
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 143
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 143
Freestone Capital Holdings, LLC 143
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 143
Covington Capital Management 143
Bluefin Trading, LLC 143
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 143
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 143
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 143
Cibc World Markets Corp 143
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 143
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 143
CFICX - CALVERT FUND - Calvert Income Fund Class A 143
Vigilant Capital Management, LLC 143
Spark Investment Management LLC 142
Catalyst Capital Advisors LLC 142
PIMCO FUNDS - PIMCO ABS and Short-Term Investments Portfolio 142
Aster Capital Management (DIFC) Ltd 142
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 142
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 142
WASHINGTON TRUST Co 142
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 142
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 142
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 142
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 142
Airain ltd 142
BLACKROCK FUNDS - iShares U.S. Intermediate Government Bond Index Fund 142
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 142
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 142
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 142
Blue Bell Private Wealth Management, Llc 142
Steward Financial Group LLC 141
NOFIX - Northern Funds - Northern Fixed Income Fund 141
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 141
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 141
Vermillion Wealth Management, Inc. 141
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 141
AlphaStar Capital Management, LLC 141
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 141
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 141
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 141
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 141
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 141
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 140
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 140
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 140
IMC-Chicago, LLC 140
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 140
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 140
Jefferies Financial Group Inc. 140
Rise Advisors, LLC 140
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 140
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 140
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 140
Ellington Management Group Llc 140
Carolinas Wealth Consulting Llc 140
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 140
Ramsey Quantitative Systems 140
GOVT - iSHARES TRUST - iShares U.S. Treasury Bond ETF 140
Disciplined Investments, LLC 140
Ensign Peak Advisors, Inc 140
Handelsbanken Fonder AB 140
BerganKDV Wealth Management, LLC 140
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 140
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 140
Texas Permanent School Fund 139
PSI Advisors, LLC 139
Ajo, Lp 139
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 139
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 139
San Francisco Sentry Investment Group (ca) 139
Clear Creek Financial Management, LLC 139
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 139
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 139
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 139
EIXIX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Income Strategy Fund Class I 139
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 139
Hexagon Capital Partners LLC 139
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 139
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 139
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 139
Boston Advisors Llc 139
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 139
JPL Wealth Management, LLC 139
Angel Oak Financial Strategies Income Term Trust 139
Universal- Beteiligungs- und Servicegesellschaft mbH 138
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 138
Annis Gardner Whiting Capital Advisors, LLC 138
Evergreen Capital Management Llc 138
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 138
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 138
Kistler-Tiffany Companies, LLC 138
Moisand Fitzgerald Tamayo, LLC 138
Venture Visionary Partners LLC 138
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 138
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 138
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 138
Claro Advisors LLC 138
Almanack Investment Partners, LLC. 138
Wealthcare Capital Management Llc 138
Montag A & Associates Inc 138
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 138
Total Clarity Wealth Management, Inc. 138
FLDFX - Meeder Funds - BALANCED FUND Retail Class 138
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 138
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 138
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 138
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 138
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 137
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 137
Usca Ria Llc 137
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 137
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 137
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 137
Fsi Group, Llc 137
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 137
Nordea Investment Management Ab 137
Creekmur Asset Management LLC 137
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 137
Nwam Llc 137
Summit Global Investments 137
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 137
Bank Of Nova Scotia 137
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 137
Hudock, Inc. 136
Johnson Investment Counsel Inc 136
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 136
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 136
Tsfg, Llc 136
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 136
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 136
Next Financial Holdings 136
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 136
EAM Investors, LLC 136
Liberty Wealth Management Llc 136
Private Advisory Group LLC 136
Diversify Advisory Services, LLC 136
Baldwin Brothers Inc/ma 136
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 136
Deprince Race & Zollo Inc 136
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 136
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 136
VFISX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Treasury Fund Investor Shares 136
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 136
Financial Network Wealth Advisors LLC 136
Associated Banc-corp 136
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 136
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 136
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 136
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 136
Princeton Global Asset Management LLC 135
Evoke Wealth, Llc 135
Skandinaviska Enskilda Banken AB (publ) 135
Oregon Public Employees Retirement Fund 135
Private Ocean, LLC 135
Motco 135
Investors Research Corp 135
Capstone Asset Management Co 135
Founders Financial Securities Llc 135
PUTNAM FUNDS TRUST - Putnam Short Term Investment Fund Class P 135
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 135
Moody National Bank Trust Division 135
Visionary Wealth Advisors 135
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 135
Earnest Partners Llc 135
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 135
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 135
IMA Wealth, Inc. 134
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 134
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 134
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 134
Gupta Wealth Management LLC 134
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 134
Itau Unibanco Holding S.A. 134
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 134
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 134
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 134
Catalyst Funds Management Pty Ltd 134
Tarbox Family Office, Inc. 134
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 134
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 134
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 134
Td Private Client Wealth Llc 134
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 134
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 133
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 133
JustInvest LLC 133
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 133
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 133
Moneta Group Investment Advisors Llc 133
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 133
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 133
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 133
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 133
Mv Capital Management, Inc. 133
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 133
Main Street Group, LTD 133
Modern Wealth Management, LLC 133
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 133
Weld Capital Management Llc 133
VCSVX - VALIC Co II - Small Cap Value Fund 133
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 133
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 132
VTL Associates, LLC 132
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 132
Gateway Wealth Partners, LLC 132
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 132
Cnh Partners Llc 132
Sheets Smith Wealth Management 132
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 132
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 132
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 132
BlackRock ETF Trust II - BlackRock Flexible Income ETF 132
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 132
James Investment Research Inc 132
General Motors Investment Management Corp 132
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 131
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 131
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 131
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 131
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 131
Zebra Capital Management LLC 131
Bb&t Investment Services, Inc. 131
Louisiana State Employees Retirement System 131
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 131
Oppenheimer Funds Inc 131
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 131
Hemington Wealth Management 131
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 131
Pictet Asset Management Holding SA 131
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 131
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 131
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 131
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 131
Gabelli Funds Llc 131
Mason Street Advisors, Llc 131
Fortitude Advisory Group L.L.C. 131
Fox Run Management, L.l.c. 130
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 130
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 130
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 130
Eastern Bank 130
Leavell Investment Management, Inc. 130
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 130
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 130
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 130
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 130
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 130
SPTS - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Treasury ETF 130
Lee Financial Co 130
Oakworth Capital, Inc. 130
Blackthorn Investment Group Llc 130
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 130
Nine Chapters Capital Management LLC 130
Atom Investors LP 130
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 130
Cohen & Steers Infrastructure Fund Inc 130
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 130
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 130
Numerai GP LLC 130
Wealthfront Inc 130
Argentus Capital Management, LLC 130
Belvedere Trading LLC 130
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 130
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 129
John W. Rosenthal Capital Management, Inc. 129
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 129
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 129
Castine Capital Management, Llc 129
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 129
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 129
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 129
VCSBX - VALIC Co II - Strategic Bond Fund 129
Washington Trust Bank 129
V Wealth Advisors LLC 129
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 129
Gotham Asset Management, LLC 129
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 129
Retirement Group, LLC 129
Hollencrest Capital Management 129
HBK Sorce Advisory LLC 129
Synergy Financial Management, LLC 129
Shell Asset Management Co 129
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 129
Rational Advisors Llc 128
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 128
Legacy Financial Advisors, Inc. 128
Hazlett, Burt & Watson, Inc. 128
USA Financial Portformulas Corp 128
SCHO - SCHWAB STRATEGIC TRUST - Schwab Short-Term U.S. Treasury ETF 128
Bay Harbor Wealth Management, LLC 128
SOA Wealth Advisors, LLC. 128
Keebeck Alpha, LP 128
Richard Bernstein Advisors LLC 128
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 128
Rialto Wealth Management, LLC 128
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 128
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 128
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 128
Clearbridge Investments, LLC 128
FORA Capital, LLC 127
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 127
NumerixS Investment Technologies Inc 127
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 127
EPG Wealth Management LLC 127
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 127
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 127
Virtue Capital Management, LLC 127
Blackrock Multi-sector Income Trust 127
Kathmere Capital Management, LLC 127
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 127
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 127
Assured Investment Management LLC 127
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 127
Mycio Wealth Partners, Llc 127
Magnus Financial Group LLC 127
Kohmann Bosshard Financial Services, LLC 127
Savvy Advisors, Inc. 127
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 127
Gamco Investors, Inc. Et Al 127
Calamos Strategic Total Return Fund 127
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 127
Eurizon Capital SGR S.p.A. 127
VSBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Treasury Index Fund Admiral Shares 126
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 126
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 126
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 126
Anfield Capital Management, LLC 126
Wealth Quarterback LLC 126
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 126
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 126
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 126
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 126
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 126
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 126
Vise Technologies, Inc. 126
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 126
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 126
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 126
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 125
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 125
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 125
Bowling Portfolio Management LLC 125
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 125
Ironwood Financial, llc 125
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 125
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 125
Institutional & Family Asset Management, Llc 125
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 125
First Personal Financial Services 125
First Mercantile Trust Co 125
Partnervest Advisory Services LLC 125
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 125
Integrated Advisors Network LLC 125
Procyon Private Wealth Partners, LLC 124
Point72 Middle East FZE 124
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 124
Wealthbridge Capital Management, Llc 124
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 124
Atwood & Palmer Inc 124
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 124
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 124
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 124
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 124
Harvest Group Wealth Management, Llc 124
RWM Asset Management, LLC 124
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 124
AMUSX - AMERICAN FUNDS INCOME SERIES - U.S. Government Securities Fund Class A 124
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 124
Stone House Investment Management, LLC 124
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 124
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 124
Vantage Consulting Group Inc 124
Brinker Capital Inc 124
TD Capital Management LLC 124
Kingswood Wealth Advisors, Llc 124
Tradewinds Capital Management, LLC 124
NewEdge Wealth, LLC 124
Diversify Wealth Management, Llc 123
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 123
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 123
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 123
Thompson Siegel & Walmsley Llc 123
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 123
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 123
rhino investment partners, Inc 123
Tyler-Stone Wealth Management 123
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 123
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 123
First Trust Portfolios Lp 123
Headlands Technologies LLC 123
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 123
Baird Robert W & Co Inc /wi/ 123
Dorsey Wright & Associates 123
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 123
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 123
CAPROCK Group, Inc. 123
Toth Financial Advisory Corp 123
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 123
Archford Capital Strategies, LLC 123
SHP Wealth Management 122
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 122
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 122
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 122
WCG Wealth Advisors LLC 122
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 122
Convergence Investment Partners, LLC 122
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 122
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 122
Nuveen Preferred & Income 2022 Term Fund 122
Timber Hill LLC 122
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 122
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 122
Inspire Advisors, LLC 122
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 122
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 122
Pinnacle Holdings, LLC 122
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 122
PFG Investments, LLC 122
Atlas Capital Advisors Llc 122
World Equity Group, Inc. 122
Entropy Technologies, LP 121
SPTB - SPDR SERIES TRUST - SPDR Portfolio Treasury ETF 121
Eagle Bay Advisors LLC 121
Quest Capital Management Inc /adv 121
Mendota Financial Group, LLC 121
HBW Advisory Services LLC 121
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 121
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 121
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 121
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 121
Bedel Financial Consulting, Inc. 121
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 121
Miracle Mile Advisors, LLC 121
Caxton Associates Lp 121
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 121
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 121
Laurel Wealth Advisors LLC 121
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 121
AMP Capital Investors Ltd 121
Integrated Wealth Management 121
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 121
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 121
Mfs Charter Income Trust 120
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 120
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 120
Vanguard Advisers Inc 120
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 120
Park Square Financial Group, LLC 120
Institute for Wealth Management, LLC. 120
Mach-1 Financial Group, Inc. 120
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 120
Twin Tree Management, LP 120
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 120
EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA 120
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 120
Community Bank, N.A. 120
Van Eck Associates Corp 120
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 120
1832 Asset Management L.P. 120
Atlantic Trust, LLC 120
Gardner Lewis Asset Management L P 120
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 120
VestGen Advisors, LLC 120
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 119
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 119
Global Financial Private Capital, LLC 119
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 119
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 119
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 119
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 119
Bryn Mawr Capital Management Inc 119
SFITX - Advisers Investment Trust - State Farm Interim Fund 119
JCSD Capital, LLC 119
Private Wealth Management Group, LLC 119
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 119
Eagle Asset Management Inc 119
Trilogy Capital Inc. 119
Heritage Wealth Management, Llc 119
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 119
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 118
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 118
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 118
Wesbanco Bank Inc 118
Wolff Wiese Magana Llc 118
Glass Jacobson Investment Advisors llc 118
Avidian Wealth Solutions, LLC 118
Colonial Trust Co / SC 118
HighPoint Advisor Group LLC 118
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 118
Fuller & Thaler Asset Management, Inc. 118
Tfo-tdc, Llc 118
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 118
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 118
SHY - iSHARES TRUST - iShares 1-3 Year Treasury Bond ETF 118
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 118
Congress Wealth Management LLC / DE / 118
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 118
Activest Wealth Management 118
Mascoma Wealth Management LLC 118
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 118
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 118
Chicago Capital Management, LLC 118
Wood Tarver Financial Group, LLC 118
Old Mission Capital, Llc 117
Compagnie Lombard Odier SCmA 117
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 117
Inceptionr Llc 117
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 117
Cary Street Partners Financial Llc 117
DekaBank Deutsche Girozentrale 117
GAM Holding AG 117
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 117
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 117
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 117
Eaton Vance Ltd Duration Income Fund 117
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 117
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 117
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 117
Buckingham Strategic Wealth, Llc 117
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 117
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 117
Old National Bancorp /in/ 117
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 117
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 117
Xact Kapitalforvaltning AB 117
CIBC Asset Management Inc 117
LRI Investments, LLC 117
Jain Global LLC 117
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 116
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 116
Delta Asset Management Llc/tn 116
Cable Hill Partners, LLC 116
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 116
Cordant, Inc. 116
Integrity Financial Corp /WA 116
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 116
Carnegie Capital Asset Management, LLC 116
Global Trust Asset Management, LLC 116
MONECO Advisors, LLC 116
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 116
LexAurum Advisors, LLC 116
Financial Advisory Service, Inc. 116
Monarch Partners Asset Management LLC 116
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 116
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 116
OneAscent Financial Services LLC 116
City Holding Co 116
Eidelman Virant Capital 116
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 116
Riverhead Capital Management Llc 116
Guardian Wealth Advisors, Llc / Nc 116
eCIO, Inc. 116
Kilter Group LLC 116
MQS Management LLC 116
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 116
Spot Trading L.L.C 116
Modera Wealth Management, LLC 116
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 116
Torren Management, LLC 116
Wrapmanager Inc 116
Vident Investment Advisory, LLC 115
Sageworth Trust Co 115
Stone Ridge Asset Management LLC 115
FHNFX - FIDELITY INCOME FUND /MA/ - Fidelity Series Government Bond Index Fund 115
Beacon Capital Management, LLC 115
Pinnacle Financial Partners, Inc. 115
Triad Wealth Partners, LLC 115
Executive Wealth Management, LLC 115
REAP Financial Group, LLC 115
TCG Advisory Services, LLC 115
Siena Capital Partners GP, LLC 115
Jupiter Asset Management Ltd 115
Argent Trust Co 115
Comerica Securities,inc. 115
Evolution Wealth Management Inc. 115
Shelton Capital Management 115
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 115
Prudential Plc 115
Sugarloaf Wealth Management, LLC 115
Elevated Capital Advisors, LLC 115
Capital Investment Advisors, LLC 115
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 114
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 114
Well Done, LLC 114
FUMBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Treasury Bond Index Fund 114
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 114
Penn Capital Management Co Inc 114
Holocene Advisors, LP 114
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 114
Focused Wealth Management, Inc 114
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 114
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 114
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 114
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 114
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 114
Glenmede Investment Management, LP 114
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 114
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 114
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 114
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 114
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 114
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 114
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 114
McAdam, LLC 113
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 113
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 113
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 113
Pimco Corporate & Income Opportunity Fund 113
Lakeview Capital Partners, LLC 113
Blackrock Credit Allocation Income Trust 113
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 113
World Asset Management Inc 113
Hennessy Advisors Inc 113
CNB Bank 113
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 113
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 113
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 113
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 113
Knight Capital Group, Inc. 113
Coppell Advisory Solutions Corp. 113
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 113
Bayesian Capital Management, LP 113
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 113
Laurel Wealth Advisors, Inc. 113
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 113
FNY Managed Accounts LLC 113
Vantage Investment Advisors, LLC 112
OMBIX - JPMORGAN TRUST II - JPMorgan Mortgage-Backed Securities Fund Class I 112
ETRADE Capital Management LLC 112
Savior LLC 112
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 112
Claraphi Advisory Network, LLC 112
AHL Partners LLP 112
Edmond De Rothschild Holding S.a. 112
Princeton Alpha Management LP 112
Silvercrest Asset Management Group Llc 112
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 112
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 112
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 112
Hl Financial Services Llc 112
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 112
Veritable, L.P. 112
Financial Consulate, Inc 112
Horan Securities, Inc. 112
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 112
Massachusetts Financial Services Co /ma/ 112
Landscape Capital Management, L.l.c. 112
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 112
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 112
Aspire Private Capital, LLC 112
WPG Advisers, LLC 112
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 111
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 111
John Hancock Preferred Income Fund 111
Cribstone Capital Management, LLC 111
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 111
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 111
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 111
Dakota Wealth Management 111
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 111
55i, Llc 111
Yakira Capital Management, Inc. 111
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 111
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 111
Vident Advisory, LLC 111
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 111
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 111
L & S Advisors Inc 111
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 111
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 111
Measured Wealth Private Client Group, LLC 111
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 111
Kore Private Wealth LLC 111
Blackrock Ltd Duration Income Trust 111
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 111
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 110
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 110
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 110
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 110
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 110
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 110
John Hancock Preferred Income Fund Iii 110
People's United Financial, Inc. 110
nVerses Capital, LLC 110
Sciencast Management LP 110
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 110
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 110
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 110
Edge Wealth Management LLC 110
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 110
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 110
Pictet Asset Management Sa 110
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 110
RBB FUND, INC. - Adara Smaller Companies Fund 110
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 110
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 110
Simon Quick Advisors, Llc 110
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 110
Oliver Lagore Vanvalin Investment Group 110
First Citizens Bank & Trust Co 109
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 109
Fiduciary Trust Co 109
Veriti Management LLC 109
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 109
Northern Trust Co Of Connecticut 109
Ellis Investment Partners, LLC 109
Blueshift Asset Management, LLC 109
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 109
Alera Investment Advisors, LLC 109
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 109
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 109
Cloud Capital Management, LLC 109
Tidemark, LLC 109
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 109
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 109
JJJ Advisors Inc. 109
Hughes Financial Services, LLC 109
Evercore Wealth Management, LLC 109
SECOR Capital Advisors, LP 109
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 109
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 109
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 109
Betterment LLC 109
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 109
Van Hulzen Asset Management, LLC 109
Amundi Pioneer Asset Management Inc 108
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 108
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 108
Emerald Advisers, Llc 108
Maryland State Retirement & Pension System 108
Caldwell Trust Co 108
Hartford Mutual Funds Inc/ct 108
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 108
Westwood Holdings Group Inc 108
Signal Advisors Wealth, LLC 108
Royal Fund Management, LLC 108
Barings Llc 108
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 108
DPFAX - Northern Lights Fund Trust - Deer Park Total Return Credit Fund Class A 108
Good Life Advisors, LLC 108
Bruce G. Allen Investments, LLC 108
Teza Capital Management LLC 108
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 108
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 108
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 108
Paradigm Asset Management Co Llc 108
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 108
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 108
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 107
TRUE Private Wealth Advisors 107
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 107
Orion Capital Management LLC 107
Highline Wealth Partners Llc 107
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 107
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 107
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 107
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 107
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 107
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 107
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 107
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 107
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 107
Pictet Asset Management Ltd 107
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 107
Harwood Advisory Group, LLC 107
Smith, Moore & Co. 107
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 107
Calamos Long/Short Equity & Dynamic Income Trust 107
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 107
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 106
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 106
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 106
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 106
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 106
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 106
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 106
BWX - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Treasury Bond ETF 106
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 106
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 106
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 106
Coastal Capital Group, Inc. 106
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 106
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 106
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 106
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 106
Edgestream Partners, L.P. 106
John Hancock Preferred Income Fund Ii 106
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 106
Bleakley Financial Group, LLC 106
IAG Wealth Partners, LLC 106
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 106
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 106
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 106
Quent Capital, LLC 106
William Blair Investment Management, Llc 105
Everence Capital Management Inc 105
Cliftonlarsonallen Wealth Advisors, Llc 105
Arlington Partners LLC 105
Main Street Financial Solutions, LLC 105
Ahrens Investment Partners LLC 105
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 105
Quad-Cities Investment Group, LLC 105
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 105
Minichmacgregor Wealth Management, Llc 105
RMBKX - RMB INVESTORS TRUST - RMB Mendon Financial Services Fund Class A 105
Riggs Asset Managment Co. Inc. 105
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 105
Confluence Investment Management Llc 105
Elkfork Partners LLC 105
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 105
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 105
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 105
WR Wealth Planners, LLC 105
Jackson Creek Investment Advisors LLC 105
Jennison Associates Llc 105
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 105
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 105
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 105
ANFLX - Angel Oak Funds Trust - Angel Oak Financials Income Fund Class A 105
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 105
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 105
GW&K Investment Management, LLC 105
361 Capital Llc 105
Cambridge Trust Co 105
Commerzbank Aktiengesellschaft /fi 104
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 104
Independent Portfolio Consultants, Inc. 104
BSBAX - Northern Funds - Northern Short Bond Fund 104
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 104
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 104
Checchi Capital Advisers, LLC 104
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 104
Alphacrest Capital Management Llc 104
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 104
Strategic Financial Concepts, LLC 104
Vanguard Horizon Funds 104
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 104
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 104
Northern Oak Wealth Management Inc 104
ProVise Management Group, LLC 104
High Note Wealth, LLC 104
FormulaFolio Investments, LLC 104
Acorn Wealth Advisors, LLC 104
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 104
M3F, Inc. 104
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 104
VSR Financial Services, Inc. 104
River Oaks Capital LLC 104
WealthPlan Investment Management, LLC 104
Webster Bank, N. A. 104
Humankind Benefit Corp - Humankind US Stock ETF 103
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional 103
King Luther Capital Management Corp 103
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 103
Mfs Multimarket Income Trust 103
Ci Investments Inc. 103
APG Asset Management N.V. 103
Segantii Capital Management Ltd 103
Gerber Kawasaki Wealth & Investment Management 103
Fsb Premier Wealth Management, Inc. 103
ELCO Management Co., LLC 103
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 103
Blackrock Corporate High Yield Fund, Inc. 103
Fiera Capital Corp 102
Thompson Davis & Co., Inc. 102
Nbt Bank N A /ny 102
Phocas Financial Corp. 102
Global Wealth Management Investment Advisory, Inc. 102
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 102
Armis Advisers, LLC 102
Adviser Investments LLC 102
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 102
Eaton Vance Tax Advantaged Global Dividend Income Fund 102
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 102
Camarda Financial Advisors, LLC 102
Robertson Stephens Wealth Management, LLC 102
Kowal Investment Group, LLC 102
Old Mutual Customised Solutions (proprietary) Ltd 102
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 102
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 102
Driehaus Capital Management Llc 102
Patten Group, Inc. 102
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 102
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 102
Nova Wealth Management, Inc. 102
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 102
Robeco Institutional Asset Management B.V. 102
Financial Engines Advisors L.L.C. 102
True Link Financial Advisors, LLC 101
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 101
Clean Yield Group 101
Capital Bank & Trust Co 101
Livingston Group Asset Management CO (operating as Southport Capital Management) 101
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 101
Asset Management One Co., Ltd. 101
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 101
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 101
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 101
Legacy Private Trust Co. 101
Ignite Planners, LLC 101
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 101
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 101
AMFAX - Natixis Funds Trust II - ASG Managed Futures Strategy Fund Class A 101
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 101
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 101
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 101
VisionPoint Advisory Group, LLC 101
Fiduciary Alliance LLC 101
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 101
Sagespring Wealth Partners, Llc 101
Marquette Asset Management, LLC 100
Camelot Portfolios, LLC 100
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 100
Cedar Brook Financial Partners, LLC 100
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 100
Grove Bank & Trust 100
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 100
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 100
Atlas Private Wealth Advisors 100
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 100
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 100
Kayne Anderson Rudnick Investment Management Llc 100
Zions Bancorporation, N.A. 100
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 100
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 100
Advisory Research Inc 100
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 100
Sii Investments Inc/wi 100
Keystone Financial Group 100
Intrua Financial, LLC 100
Petrus Trust Company, LTA 100
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 100
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 100
Cambria Investment Management, L.P. 100
IGOV - iSHARES TRUST - iShares International Treasury Bond ETF 100
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 100
Heritage Wealth Advisors 100
Keel Point, LLC 99
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 99
Mission Wealth Management, Lp 99
Alyeska Investment Group, L.P. 99
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 99
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 99
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 99
Claybrook Capital, LLC 99
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 99
EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB 99
Transcend Wealth Collective, Llc 99
Parkworth Wealth Management, Inc. 99
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 99
Destination Wealth Management 99
Journey Strategic Wealth Llc 99
Dynamic Technology Lab Pte Ltd 99
Legacy Wealth Managment, LLC/ID 99
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 99
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 99
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 99
Dana Investment Advisors, Inc. 99
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 99
Rosenberg Matthew Hamilton 99
DiNuzzo Private Wealth, Inc. 98
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 98
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 98
Gyon Technologies Capital Management, LP 98
Danske Bank A/s 98
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 98
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 98
Clear Point Advisors Inc. 98
Virtus Global Dividend & Income Fund Inc. 98
Cypress Wealth Services, LLC 98
Irish Life Investment Managers Ltd. 98
Ubs Oconnor Llc 98
St Germain D J Co Inc 98
RFP Financial Group LLC 98
XTWO - BondBloxx ETF Trust - BondBloxx Bloomberg Two Year Target Duration US Treasury ETF 98
Rockbridge Investment Management, LCC 98
Interval Partners, LP 98
Ethic Inc. 98
Weiss Multi-Strategy Advisers LLC 98
Symphony Asset Management Llc 98
Ledyard National Bank 98
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 98
Calamos Advisors LLC 98
First Capital Advisors Group, LLC. 98
Connectus Wealth, LLC 98
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 97
Azora Capital LP 97
Dubuque Bank & Trust Co 97
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 97
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 97
SCHR - SCHWAB STRATEGIC TRUST - Schwab Intermediate-Term U.S. Treasury ETF 97
TGLMX - TCW FUNDS INC - TCW Total Return Bond Fund I Class 97
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity 97
First Interstate Bank 97
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 97
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class 97
First Command Financial Services, Inc. 97
One Wealth Advisors, LLC 97
Pearl River Capital, LLC 97
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 97
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 97
Gryphon Financial Partners LLC 97
Pinnacle Associates Ltd 97
Glen Harbor Capital Management LLC 97
BOK Financial Private Wealth, Inc. 97
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 97
Axq Capital, Lp 97
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 97
Cassaday & Co Wealth Management LLC 97
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 97
SPTI - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Treasury ETF 97
VSIGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Treasury Index Fund Admiral Shares 97
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 97
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 97
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 97
Nachman Norwood & Parrott, Inc 97
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 96
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 96
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 96
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 96
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 96
Brighton Jones Llc 96
FIL Ltd 96
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 96
Riverview Trust Co 96
Colonial Trust Advisors 96
Nuveen Variable Rate Preferred & Income Fund 96
Maven Securities LTD 96
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 96
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 96
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 96
Harel Insurance Investments & Financial Services Ltd. 96
Confluence Wealth Services, Inc. 96
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 96
EWG Elevate Inc. 96
Independence Bank of Kentucky 96
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 96
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional 96
Dreman Value Management, L L C 96
Summit Wealth Partners, LLC 96
Vestcor Inc 96
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 96
Ing Groep Nv 96
Essex Financial Services, Inc. 96
Ontario Teachers Pension Plan Board 96
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 95
Arlington Trust Co LLC 95
Susquehanna Portfolio Strategies, LLC 95
Curio Wealth, Llc 95
Fortis Advisors, LLC 95
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 95
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 95
LifePlan Financial Group, Inc 95
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 95
Vectors Research Management, LLC 95
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 95
Westport Resources Management Inc 95
Greenleaf Trust 95
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF 95
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 95
VFITX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Treasury Fund Investor Shares 95
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 95
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 95
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 95
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 95
Stonebridge Financial Group, LLC 95
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 95
Kanaly Trust Co 95
Americana Partners, LLC 95
Mosaic Family Wealth, LLC 95
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 95
GPMFX - GPS Funds II - GuidePath(R) Managed Futures Strategy Fund Service Shares 94
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 94
Seven Eight Capital, Lp 94
Pinnacle Financial Partners Inc 94
Caldwell Securities, Inc 94
Harvest Investment Services, LLC 94
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 94
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 94
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 94
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 94
Mesirow Financial Investment Management, Inc. 94
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 94
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 94
Foundry Partners, LLC 94
JASVX - SARATOGA ADVANTAGE TRUST - James Alpha Structured Credit Value Portfolio Class A 94
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 94
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 94
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 94
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 94
Beese Fulmer Investment Management, Inc. 94
Sei Trust Co 94
TRANSAMERICA FUNDS - Transamerica Total Return I2 94
Prosperity Consulting Group, LLC 94
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 94
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 94
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 94
Mid Atlantic Financial Management Inc/adv 94
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 94
Wedmont Private Capital 94
Park Place Capital Corp 94
Wealthfront Advisers Llc 94
Winfield Associates, Inc. 94
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 93
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 93
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 93
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 93
Verdence Capital Advisors LLC 93
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 93
PL Capital Advisors, LLC 93
HFM Investment Advisors, LLC 93
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 93
Calvert Investment Management, Inc. 93
Truadvice, LLC 93
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 93
Quest 10 Wealth Builders, Inc. 93
American National Bank 93
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 93
Voya Financial Advisors, Inc. 93
ACG Wealth 93
Elyxium Wealth, LLC 93
Pitcairn Co 93
Paulson Wealth Management Inc. 93
Insigneo Advisory Services, Llc 93
SAC Capital Advisors LP 93
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 93
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 93
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 93
BBSB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF 93
Cherry Tree Wealth Management, LLC 93
Eaton Vance Tax Advantaged Dividend Income Fund 93
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 92
Profunds - Profund Vp Banks 92
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 92
Sherbrooke Park Advisers Llc 92
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 92
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 92
Illinois Municipal Retirement Fund 92
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 92
BKPIX - Profunds - Banks Ultrasector Profund Investor Class 92
Dorsey & Whitney Trust CO LLC 92
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 92
LGT Financial Advisors LLC 92
Aveo Capital Partners, LLC 92
Forum Financial Management, LP 92
Merriman Wealth Management, LLC 92
Twinbeech Capital Lp 92
Pine River Capital Management L.P. 92
Private Wealth Asset Management, LLC 92
VCCBX - VALIC Co II - Core Bond Fund 92
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 92
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 92
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 92
BlackRock Japan Co. Ltd 92
Ballentine Partners, LLC 92
GoalVest Advisory LLC 92
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 91
VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative 91
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 91
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 91
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 91
Zeke Capital Advisors, Llc 91
Barrow Hanley Mewhinney & Strauss Llc 91
Rothschild Asset Management Inc 91
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 91
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 91
Transamerica Partners Portfolios 91
Transamerica Partners Funds Group Ii 91
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 91
Transamerica Partners Funds Group 91
Bridgefront Capital, LLC 91
Icon Wealth Partners, LLC 91
CFS Investment Advisory Services, LLC 91
Chris Bulman Inc 91
Capital One, National Association 91
Tibra Equities Europe Ltd 91
Commonwealth Bank Of Australia 91
Squar Milner Financial Services Llc 91
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 91
Hudson Bay Capital Management LP 91
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 91
Alpine Series Trust 91
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 91
Woodmont Investment Counsel Llc 91
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 91
Stifel Nicolaus & Co Inc \mo\ 91
Adage Capital Partners Gp, L.l.c. 90
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 90
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 90
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 90
Doyle Wealth Management 90
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 90
Nemes Rush Group LLC 90
Polar Asset Management Partners Inc. 90
Gilpin Wealth Management, Llc 90
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 90
First Command Bank 90
Great Diamond Partners, LLC 90
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 90
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 90
Pimco Income Opportunity Fund 90
Wintrust Investments Llc 90
Fortis Capital Advisors, LLC 90
Medallion Wealth Advisors, LLC 90
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 90
PRTIX - T. Rowe Price U.S. Treasury Funds, Inc. - U.S. Treasury Intermediate Fund 90
K2 Principal Fund, L.p. 90
One Capital Management, LLC 90
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 90
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 90
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 90
Kcm Investment Advisors Llc 90
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional 90
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 90
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 90
TFC Financial Management 90
RPg Family Wealth Advisory, LLC 90
Carmichael Hill & Associates, Inc. 90
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 90
Ambassador Advisors, LLC 90
Beacon Financial Group 90
Beaird Harris Wealth Management, LLC 90
Garrett Investment Advisors LLC 90
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 90
Duality Advisers, Lp 90
Hanseatic Management Services Inc 90
Childress Capital Advisors, Llc 90
Vanguard Whitehall Funds 90
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 90
Opal Wealth Advisors, LLC 89
Financial Counselors Inc 89
Corient Capital Partners, LLC 89
American Capital Advisory, LLC 89
IEI - iSHARES TRUST - iShares 3-7 Year Treasury Bond ETF 89
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 89
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 89
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 89
Smith Asset Management Group Lp 89
Chevy Chase Trust Holdings, Inc. 89
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 89
Ibex Wealth Advisors 89
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 89
Outlook Wealth Advisors, LLC 89
Eagle Global Advisors Llc 89
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 89
Madden Advisory Services, Inc. 89
XONE - BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF 89
tru Independence LLC 89
Apella Capital, LLC 89
Wetherby Asset Management Inc 89
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 89
Clear Harbor Asset Management, LLC 89
Meadow Creek Investment Management LLC 89
Advisor Partners Llc 89
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 88
Focus Financial Network Inc /adv 88
Brandywine Oak Private Wealth Llc 88
Sachetta, LLC 88
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 88
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 88
XTRE - BondBloxx ETF Trust - BondBloxx Bloomberg Three Year Target Duration US Treasury ETF 88
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 88
Laffer Investments 88
Zions Bancorporation 88
Regentatlantic Capital Llc 88
Mitsubishi UFJ Trust & Banking Corp 88
Insight Select Income Fund 88
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 88
Integrated Investment Consultants, LLC 88
DBLGX - DoubleLine Funds Trust - DoubleLine Global Bond Fund Class I 88
Mason Street Advisors, Llc 88
MUB - iSHARES TRUST - iShares National Muni Bond ETF 88
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 88
Personal Cfo Solutions, Llc 88
Capital World Investors 88
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 88
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 88
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 88
Securian Asset Management, Inc 88
Evermay Wealth Management Llc 88
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 88
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 88
Claris Advisors, Llc / Mo / 88
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 88
Ascent Group, LLC 87
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 87
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 87
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 87
BlackRock Credit Strategies Fund 87
North Reef Capital Management LP 87
Whipplewood Advisors, LLC 87
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 87
Advisor Partners Ii, Llc 87
Matarin Capital Management, LLC 87
Western Asset Investment Grade Defined Opportunity Trust Inc. 87
BCS Wealth Management 87
Longfellow Investment Management Co Llc 87
Center for Financial Planning, Inc. 87
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 87
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 87
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 87
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 87
Atticus Wealth Management, Llc 87
Edge Advisors, Llc 87
Apriem Advisors 87
Commonwealth Financial Services, LLC 87
MUFG Securities EMEA plc 87
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 87
Legato Capital Management LLC 87
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 87
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 87
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 87
Qci Asset Management Inc/ny 87
Zrc Wealth Management, Llc 87
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 87
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 87
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 87
Ogorek Anthony Joseph /ny/ /adv 87
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 87
Ruggie Capital Group 86
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 86
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 86
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 86
Hilton Capital Management, LLC 86
Fifth Third Securities, Inc. 86
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 86
Denver Investment Advisors Llc 86
Selective Wealth Management, Inc. 86
Aaron Wealth Advisors LLC 86
Barometer Capital Management Inc. 86
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 86
Verity Asset Management, Inc. 86
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 86
Paces Ferry Wealth Advisors, Llc 86
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 86
Global Assets Advisory, LLC 86
Tennessee Valley Asset Management Partners 86
Burt Wealth Advisors 86
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 86
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 86
Ropes Wealth Advisors Llc 86
Integrity Alliance, Llc. 86
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 86
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 86
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 86
Amerivest Investment Management LLC 86
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 86
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 86
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 86
Gillson Capital LP 86
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 86
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 86
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 86
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 86
Western Asset Income Fund 85
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 85
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 85
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 85
MBE Wealth Management, LLC 85
Cedar Mountain Advisors, LLC 85
Mill Creek Capital Advisors, LLC 85
Cipher Capital LP 85
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 85
Dixon Hughes Goodman Wealth Advisors LLC 85
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 85
VCCCX - VALIC Co I - Capital Conservation Fund 85
Absolute Return Capital, LLC 85
Country Trust Bank 85
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 85
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 85
Old Second National Bank Of Aurora 85
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 85
Alpha DNA Investment Management LLC 85
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 85
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 85
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 85
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 85
Forum Funds 85
Exchange Capital Management, Inc. 85
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 85
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 85
Zions Bancorporation, National Association /ut/ 85
Intentional Wealth Strategies, LLC 85
M&r Capital Management Inc 85
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 85
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 85
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 85
JHGIX - JOHN HANCOCK BOND TRUST - John Hancock Government Income Fund Class A 85
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 85
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 85
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 85
SevenBridge Financial Group, LLC 85
Godfrey Financial Associates, Inc. 84
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 84
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 84
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 84
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 84
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 84
VCSMX - VALIC Co I - Small Cap Fund 84
Parametrica Management Ltd 84
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 84
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S 84
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 84
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 84
WESPAC Advisors, LLC 84
Gwn Securities Inc. 84
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 84
NorthCrest Asset Manangement, LLC 84
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 84
Readystate Asset Management Lp 84
Sovran Advisors, LLC 84
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 84
Bellwether Advisors, LLC 84
Yorktown Management & Research Co Inc 84
N.E.W. Advisory Services LLC 84
TopTier Wealth Management, LLC 84
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 84
PFG Private Wealth Management, LLC 84
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 84
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 84
Chilton Capital Management Llc 84
BBIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF 84
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 84
Arrow Financial Corp 84
Crews Bank & Trust 84
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 84
Charter Oak Capital Management, LLC 84
Moloney Securities Asset Management, LLC 84
Vontobel Holding Ltd. 84
Resources Management Corp /ct/ /adv 84
Contravisory Investment Management, Inc. 83
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 83
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 83
Caption Management, LLC 83
RVW Wealth, LLC 83
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 83
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 83
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 83
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 83
Algebris (uk) Ltd 83
Weiss Strategic Interval Fund 83
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 83
Teton Advisors, Inc. 83
Naples Global Advisors, Llc 83
Aprio Wealth Management, LLC 83
Column Capital Advisors, LLC 83
Professional Financial Advisors, LLC 83
Analytic Investors, LLC 83
Cooper Financial Group 83
Bridgeworth, LLC 83
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 83
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 82
Northwest & Ethical Investments L.P. 82
City State Bank 82
Northwest Investment Counselors, Llc 82
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 82
BBVA USA Bancshares, Inc. 82
Pimco Dynamic Credit & Mortgage Income Fund 82
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 82
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 82
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 82
My Personal CFO, LLC 82
Arden Trust Co 82
Qrg Capital Management, Inc. 82
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 82
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 82
Integrated Quantitative Investments LLC 82
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB 82
Cordasco Financial Network 82
Advisors Capital Management, LLC 82
Noble Wealth Management PBC 82
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 82
NorthCoast Asset Management LLC 82
Zurich Insurance Group Ltd/FI 82
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 82
Swiss Life Asset Management Ltd 82
BNP Paribas Investment Partners S.A. 82
McKinley Carter Wealth Services, Inc. 82
Vista Private Wealth Partners. LLC 82
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 82
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 82
Harvest Fund Management Co., Ltd 82
Knights of Columbus Asset Advisors LLC 82
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 82
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 82
Banque Pictet & Cie Sa 82
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 82
YHB Investment Advisors, Inc. 82
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 82
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 82
Comprehensive Financial Consultants Institutional, Inc. 81
Mckinley Capital Management Llc /delaware 81
Aviva Plc 81
Financial Enhancement Group LLC 81
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 81
Cohen & Steers Quality Income Realty Fund Inc 81
Lion Street Advisors, LLC 81
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 81
Glenview Trust Co 81
Cookson Peirce & Co Inc 81
Virtus Investment Advisers, Inc. 81
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 81
Beacon Financial Advisory LLC 81
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 81
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 81
Kings Point Capital Management 81
BKD Wealth Advisors, LLC 81
Lenox Wealth Management, Inc. 81
GABELLI & Co INVESTMENT ADVISERS, INC. 81
Ares Financial Consulting, LLC 81
Vicus Capital 81
Capital A Wealth Management, LLC 81
Cutler Capital Management, LLC 81
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 81
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 81
Pfs Investments Inc. 81
Prospector Partners Llc 81
Cohen & Steers Real Estate Opportunities & Income Fund 81
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 81
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund 81
Global Income Builder Portfolio - Global Income Builder Portfolio 81
WealthTrust Fairport, LLC 81
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 80
Liberty Mutual Group Asset Management Inc. 80
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 80
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 80
Operose Advisors LLC 80
YorkBridge Wealth Partners, LLC 80
1st Global Advisors, Inc. 80
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 80
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 80
Paragon Capital Management Ltd 80
Kingdom Financial Group LLC. 80
Visium Asset Management, LP 80
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 80
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 80
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 80
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 80
Albion Financial Group /ut 80
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 80
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 80
Frazier Financial Advisors, LLC 80
Exane Derivatives 80
Duncker Streett & Co Inc 80
Putnam Fl Investment Management Co 80
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 80
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 80
MTM Investment Management, LLC 80
Legg Mason Investment Counsel, LLC 80
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 80
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 80
Royce Value Trust Inc 80
Quantitative Investment Management, LLC 80
Diligent Investors, LLC 80
Clarus Wealth Advisors 80
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 80
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 80
Kelly Financial Services LLC 80
Invictus RG 80
Kemnay Advisory Services Inc. 80
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 80
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 80
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 80
PACIFIC SELECT FUND - Core Income Portfolio Class I 80
IMG Wealth Management, Inc. 80
Allstate Corp 80
TCW ETF Trust - TCW Flexible Income ETF 79
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 79
Exencial Wealth Advisors, Llc 79
Leelyn Smith, LLC 79
Daiwa Securities Group Inc. 79
CWA Asset Management Group, LLC 79
Westpac Banking Corp 79
Alexandria Capital, LLC 79
City National Bank 79
Pacitti Group Inc. 79
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 79
Seizert Capital Partners, Llc 79
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 79
Dogwood Wealth Management LLC 79
Pimco Corporate & Income Strategy Fund 79
Mpwm Advisory Solutions, Llc 79
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 79
Sage Mountain Advisors LLC 79
WFA of San Diego, LLC 79
Caitlin John, LLC 79
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 79
Fort Washington Investment Advisors Inc /oh/ 79
Allegis Investment Advisors, LLC 79
Kessler Investment Group, LLC 79
Ritter Daniher Financial Advisory LLC / DE 79
D'Orazio & Associates, Inc. 79
Hanson & Doremus Investment Management 79
CenterStar Fund, LLC 79
Bellwether Investment Group, LLC 79
Hilton Head Capital Partners, LLC 79
Soros Fund Management Llc 79
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 79
PMC FIG Opportunities LLC 79
Homrich & Berg 79
John Hancock Premium Dividend Fund 78
Ten Capital Wealth Advisors, LLC 78
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 78
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 78
Clinton Group Inc 78
FNY Partners Fund LP 78
Altus Wealth Group LLC 78
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 78
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 78
Onyx Bridge Wealth Group LLC 78
Secure Asset Management, LLC 78
Cigna Investments Inc /new 78
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 78
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 78
Keystone Wealth Services, LLC 78
Pimco Income Strategy Fund Ii 78
Capital Guardian Trust Co 78
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 78
First Foundation Advisors 78
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 78
Register Financial Advisors LLC 78
Park National Corp /oh/ 78
Santori & Peters, Inc. 78
Joseph P. Lucia & Associates, LLC 78
Manchester Financial Inc 78
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 78
Voleon Capital Management Lp 78
Wasatch Advisors Inc 78
Security National Trust Co 78
Spectrum Management Group, LLC 78
Candriam Luxembourg S.C.A. 77
AUERX - Unified Series Trust - Auer Growth Fund 77
Strategic Asset Management, LLC 77
Winton Diversified Opportunities Fund 77
Cahill Financial Advisors Inc 77
Gator Capital Management, LLC 77
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 77
Northwest Wealth Management, Llc 77
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 77
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 77
Brown, Lisle/cummings, Inc. 77
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 77
Millstone Evans Group, LLC 77
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 77
Investors Capital Advisory Services 77
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 77
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 77
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 77
BlackRock Capital Allocation Trust 77
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 77
BCJ Capital Management, LLC 77
Synergy Investment Management, LLC 77
Patriot Investment Management Inc. 77
Investment Centers Of America Inc 77
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 77
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 77
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 77
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 77
Piermont Capital Management LLC 77
John Hancock Tax-advantaged Dividend Income Fund 77
Bbva Usa 77
Heck Capital Advisors, LLC 77
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 77
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 77
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 76
Armstrong Advisory Group, Inc 76
State Of Michigan Retirement System 76
Putnam Premier Income Trust 76
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 76
Leuthold Group, Llc 76
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 76
Koch Industries Inc 76
Hanlon Investment Management, Inc. 76
Northwestern Mutual Investment Management Company, Llc 76
Wealth Watch Advisors, INC 76
Crestwood Advisors Group LLC 76
Syverson Strege & Co 76
Lynx Investment Advisory 76
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 76
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 76
Boston Private Bank & Trust Co 76
TBLL - Invesco Exchange-Traded Fund Trust II - Invesco Treasury Collateral ETF 76
PFS Partners, LLC 76
Worth Asset Management, LLC 76
Absolute Capital Management, LLC 76
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 76
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 76
Klingman & Associates, LLC 76
RMR Wealth Builders 76
I.g. Investment Management, Ltd. 76
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 76
PharVision Advisers, LLC 76
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 76
Ziegler Capital Management, LLC 76
Trustmark National Bank Trust Department 76
Thompson Investment Management, Inc. 76
Fragasso Group Inc. 76
Virtus Global Multi-sector Income Fund 76
Optima Capital Llc 76
InterOcean Capital Group, LLC 76
BSW Wealth Partners 76
ISAM Funds (UK) Ltd 76
Pacific Ridge Capital Partners, LLC 76
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 76
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 76
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 76
Erste Asset Management GmbH 75
Clearwater Capital Advisors, LLC 75
Winch Advisory Services, LLC 75
American Research & Management Co. 75
Western Asset Global Corporate Defined Opportunity Fund Inc. 75
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 75
DEED - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Securitized Plus ETF 75
Inscription Capital, LLC 75
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 75
Retirement Planning Group 75
Resonant Capital Advisors, LLC 75
Cyndeo Wealth Partners, LLC 75
Qs Batterymarch Financial Management, Inc 75
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 75
RiverFront Investment Group, LLC 75
Nvwm, Llc 75
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 75
Dean Investment Associates, Llc 75
Fulcrum Equity Management 75
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 75
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 75
Romano Brothers And Company 75
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 75
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 75
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 75
Steel Peak Wealth Management LLC 75
Philadelphia Financial Management of San Francisco, LLC 75
Hobbs Group Advisors, LLC 75
Carlson Capital L P 75
Key Capital Management, INC 75
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 75
Mayflower Financial Advisors, LLC 75
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 75
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 75
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 75
AllSquare Wealth Management LLC 75
SummerHaven Investment Management, LLC 75
Ashton Thomas Securities, Llc 75
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 75
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 75
Intellectus Partners, LLC 75
Legacy Advisors, LLC 75
CBIZ Investment Advisory Services, LLC 75
Trust Department Mb Financial Bank N A 74
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 74
APSTX - Cavanal Hill Funds - Limited Duration Fund Investor 74
Barrett & Company, Inc. 74
Interchange Capital Partners, LLC 74
Insight Advisors, LLC/ PA 74
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 74
Pittenger & Anderson Inc 74
Lmcg Investments, Llc 74
Hayden Royal, Llc 74
Signature Securities Group Corporation 74
Lake Point Wealth Management 74
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 74
ARGI Investment Services, LLC 74
Pallas Capital Advisors LLC 74
Gateway Advisory, LLC 74
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 74
Mattson Financial Services, LLC 74
Endurance Wealth Management, Inc. 74
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 74
BI Asset Management Fondsmaeglerselskab A/S 74
Heritage Trust Co 74
Hartford Investment Management Co 74
Oxbow Advisors, LLC 74
Personal Wealth Partners 74
Ford Financial Group, LLC 74
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 74
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 74
Wealth Alliance 74
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 74
Water Island Capital Llc 73
FGOVX - FIDELITY INCOME FUND /MA/ - Fidelity Government Income Fund 73
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 73
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 73
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 73
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 73
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 73
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 73
DB Wealth Management Group, LLC 73
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 73
Callan Family Office, LLC 73
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 73
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 73
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 73
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 73
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 73
Tcg Advisors, Lp 73
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 73
Clearview Wealth Advisors LLC 73
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 73
CenterStar Asset Management, LLC 73
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 73
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 73
G&S Capital LLC 73
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 73
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 73
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 73
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 73
Peregrine Capital Management Llc 73
Segment Wealth Management, LLC 73
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 73
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 73
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 73
Herold Advisors, Inc. 73
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 73
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 73
Leo Wealth, LLC 73
Logan Capital Management Inc 73
Opus Capital Group, LLC 73
NOUGX - Northern Funds - Northern U.s. Government Fund 73
Beacon Capital Management, Inc. 72
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 72
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 72
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 72
Zweig-DiMenna Associates LLC 72
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 72
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 72
Adirondack Trust Co 72
Waratah Capital Advisors Ltd. 72
Courier Capital Llc 72
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 72
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 72
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 72
GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional 72
VSGBX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Federal Fund Investor Shares 72
American Trust 72
Sterling Investment Advisors, Ltd. 72
Evolve Private Wealth, Llc 72
AMG National Trust Bank 72
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 72
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 72
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 72
Virtus ETF Advisers LLC 72
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 72
Cadence Capital Management Llc 72
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 72
Quaker Wealth Management, LLC 72
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 72
Tyers Asset Management LLC 72
Novem Group 72
Polymer Capital Management (US) LLC 72
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 71
Beaumont Financial Partners, LLC 71
Tanglewood Legacy Advisors, LLC 71
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 71
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 71
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 71
Capital Research Global Investors 71
BlackRock ESG Capital Allocation Trust 71
Chesley Taft & Associates LLC 71
Gierl Augustine Investment Management Inc 71
Drive Wealth Management, Llc 71
TAP Consulting, LLC 71
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 71
Munder Capital Management 71
River Wealth Advisors LLC 71
IFC Holdings Incorporated/FL 71
Western Asset Premier Bond Fund 71
NN Investment Partners Holdings N.V. 71
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 71
Henshaw Capital LLC 71
Freestone Grove Partners LP 71
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 71
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 71
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 71
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 71
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 71
First National Trust Co 71
Neo Ivy Capital Management 71
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 71
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 71
Tiaa, Fsb 71
Joel Isaacson & Co., LLC 71
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 70
Dfpg Investments, Llc 70
Semanteon Capital Management, LP 70
Laird Norton Trust Company, Llc 70
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 70
Sax Wealth Advisors, Llc 70
VCIFX - VALIC Co I - International Government Bond Fund 70
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 70
Arlington Capital Management, Inc. 70
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 70
Stonebridge Financial Planning Group, LLC 70
PRW Wealth Management LLC 70
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 70
Pimco Strategic Income Fund, Inc 70
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 70
Transform Wealth, LLC 70
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 70
West Paces Advisors Inc. 70
Aviance Capital Management, Llc 70
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 70
Hoxton Financial, Inc. 70
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 70
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 70
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 70
First PREMIER Bank 70
Wellington Grp LLC 70
Formidable Asset Management, LLC 70
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 70
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 70
Halbert Hargrove Global Advisors, Llc 70
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 70
VitalStone Financial, LLC 70
Garrett Wealth Advisory Group, LLC 70
New Mexico Educational Retirement Board 70
Black Maple Capital Management LP 70
Tiaa Trust, National Association 70
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 70
Koss-Olinger Consulting, LLC 70
Sequent Planning LLC 70
Clough Global Dividend & Income Fund 70
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 70
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 70
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 70
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 70
Pineridge Advisors LLC 69
South Dakota Investment Council 69
Allegheny Financial Group LTD 69
Meitav Dash Investments Ltd 69
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 69
Iron Horse Wealth Management, LLC 69
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 69
Winnow Wealth Llc 69
First National Bank Of Omaha 69
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF 69
Capital Financial Planning, LLC 69
Cassady Schiller Wealth Management, LLC 69
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 69
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 69
Psagot Value Holdings Ltd. / (Israel) 69
Thomas White International Ltd 69
SYM FINANCIAL Corp 69
Icon Wealth Advisors, LLC 69
Cornerstone Financial Management LLC 69
Harbour Capital Advisors, LLC 69
Bridgewater Associates, LP 69
Wayfinding Financial, LLC 69
Retirement Systems of Alabama 69
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 69
Flaharty Asset Management, LLC 69
Whitener Capital Management, Inc. 69
Soltis Investment Advisors LLC 69
Evolution Wealth Advisors, LLC 69
Sound View Wealth Advisors Group, LLC 69
Campbell Multi-strategy Trust 69
Brewin Dolphin Ltd 69
Mark Sheptoff Financial Planning, Llc 69
Mcdonald Partners Llc 69
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 69
Ativo Capital Management LLC 69
Samalin Investment Counsel, LLC 69
Standard Life Aberdeen plc 69
SHYD - VanEck Vectors ETF Trust - VanEck Vectors Short High-Yield Municipal Index ETF 69
Bayforest Capital Ltd 69
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 69
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 69
Equitable Trust Co 69
Red Tortoise LLC 69
Cary Street Partners Asset Management Llc 69
Fortis Group Advisors, LLC 69
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 69
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 69
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 69
Northwest Financial Advisors 68
Consolidated Portfolio Review Corp 68
Safeguard Investment Advisory Group, LLC 68
Mainstay Capital Management Llc /adv 68
Peak6 Llc 68
Capstone Series Fund Inc 68
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 68
High Net Worth Advisory Group LLC 68
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 68
Syon Capital Llc 68
Telemus Capital, Llc 68
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 68
Chartwell Investment Partners, Llc 68
Profunds - Profund Vp Small-cap Value 68
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 68
Cohen & Steers Total Return Realty Fund Inc 68
TWUSX - American Century Government Income Trust - Short-term Government Fund Investor Class 68
Bangor Savings Bank 68
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 68
Keeley-Teton Advisors, LLC 68
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 68
SVPIX - Profunds - Small-cap Value Profund Investor Class 68
Symmetry Partners, LLC 68
Voisard Asset Management Group, Inc. 68
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 68
Truewealth Llc 68
PIMCO FUNDS - PIMCO Short-Term Portfolio 68
Providence Capital Advisors, LLC 68
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 68
Pimco Income Strategy Fund 68
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 68
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 68
Axiom Investment Management LLC 68
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 68
MidFirst Bank 68
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 68
WSGIX - WELLS FARGO FUNDS TRUST - Wells Fargo Short Duration Government Bond Fund Institutional Class 68
Capula Management Ltd 68
Banque Cantonale Vaudoise 68
Kalos Management, Inc. 68
Ridgewood Investments LLC 68
Hills Bank & Trust Co 68
Teton Westwood Funds 68
Rothschild Investment Corp /il 68
FSTGX - FIDELITY INCOME FUND /MA/ - Fidelity Intermediate Government Income Fund 68
Greenwood Capital Associates Llc 68
Forest Hill Capital, LLC 68
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 68
Pinnacle Summer Investments, Inc. 68
Bogle Investment Management L P /de/ 68
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 68
Sumitomo Mitsui Trust Holdings, Inc. 68
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 68
Whitnell & Co. 68
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 68
Berger Financial Group, Inc 68
Frontier Wealth Management LLC 68
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 68
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 68
Better Money Decisions, LLC 68
Thb Asset Management 67
Bradley & Co. Private Wealth Management, LLC 67
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 67
Evanson Asset Management, LLC 67
Enlightenment Research, LLC 67
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 67
OTA Financial Group L.P. 67
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 67
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 67
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 67
Delaware Management Holdings, Inc. 67
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 67
Sit Investment Associates Inc 67
Retirement Planning Co of New England, Inc. 67
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 67
Element Capital Management Llc 67
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 67
Mascagni Wealth Management, Inc. 67
Sentinus, LLC 67
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 67
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 67
Choate Investment Advisors 67
Advocacy Wealth Management Services, LLC 67
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 67
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 67
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 67
Parkwood LLC 67
Richardson Financial Services Inc. 67
Index Management Solutions, LLC 67
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 67
Aspect Partners, LLC 67
Turning Point Benefit Group, Inc. 67
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 67
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 67
Maia Wealth LLC 67
XAOHX - NORTH CAROLINA CAPITAL MANAGEMENT TRUST - Term Portfolio 67
Gladius Capital Management LP 67
Cpwm, Llc 67
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 67
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 67
Burney Co/ 67
Garton & Associates Financial Advisors LLC 67
Maverick Capital Ltd 67
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 67
CRAIX - Community Capital Trust - COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND CRA Shares 67
Pure Financial Advisors, Inc. 67
Sheaff Brock Investment Advisors, LLC 66
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 66
Abich Financial Wealth Management LLC 66
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 66
JDM Financial Group LLC 66
Crestline Management, LP 66
Advisor OS, LLC 66
Avalon Advisors, Llc 66
Scarborough Advisors, LLC 66
Elite Wealth Management, Inc. 66
Ankerstar Wealth, LLC 66
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 66
Peapack Gladstone Financial Corp 66
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF 66
Catalytic Wealth RIA, LLC 66
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 66
Bouchey Financial Group Ltd 66
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 66
Agf Investments Inc. 66
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 66
LVZ Advisors, Inc. 66
Estabrook Capital Management 66
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 66
PIMCO FUNDS - PIMCO Mortgage and Short-Term Investments Portfolio 66
Arcadia Investment Management Corp/mi 66
Kavar Capital Partners, LLC 66
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 66
Kms Financial Services, Inc 66
Annapolis Financial Services, LLC 66
Highland Capital Management Lp 66
Waddell & Reed Financial Inc 66
Maltin Wealth Management, Inc. 66
Nuveen Tax Advantaged Total Return Strategy Fund 66
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 66
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 66
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 66
1620 Investment Advisors, Inc. 66
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 66
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 66
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 66
FFXSX - FIDELITY ADVISOR SERIES IV - Fidelity Limited Term Government Fund 66
Mcguire Capital Advisors Inc 66
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 66
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 66
Hilltop National Bank 66
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 66
Byrne Asset Management LLC 66
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 65
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 65
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 65
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 65
DnB Asset Management AS 65
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 65
Roble, Belko & Company, Inc 65
Alpha Windward Llc 65
Wakefield Asset Management LLLP 65
NEFLX - LOOMIS SAYLES FUNDS II - Loomis Sayles Limited Term Government and Agency Fund Class A 65
Authentikos Wealth Advisory, LLC 65
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 65
TCTC Holdings, LLC 65
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 65
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 65
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 65
Godsey & Gibb Associates 65
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 65
Abacus Wealth Partners, LLC 65
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 65
Norden Group Llc 65
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 65
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 65
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 65
Girard Partners Ltd. 65
Putnam Master Intermediate Income Trust 65
Northpointe Capital Llc 65
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 65
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 65
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 65
Regent Peak Wealth Advisors LLC 65
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 65
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 65
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 65
Wealthgarden F.s. Llc 65
First Financial Corp /in/ 65
Bank Julius Baer & Co. Ltd, Zurich 65
Castle Rock Wealth Management, LLC 65
MBOVX - M FUND INC - M Large Cap Value Fund 65
Tiedemann Advisors, Llc 65
Ballew Advisors, Inc 65
Strategic Investment Solutions, Inc. /IL 65
New Millennium Group LLC 65
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 64
Pacifica Partners Inc. 64
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 64
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 64
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 64
Sierra Ocean, Llc 64
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 64
Aurora Private Wealth, Inc. 64
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 64
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 64
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 64
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 64
Bank of New Hampshire 64
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class 64
Clover Partners, L.P. 64
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 64
Meritage Portfolio Management 64
Nalls Sherbakoff Group, Llc 64
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 64
Pimco High Income Fund 64
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 64
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 64
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 64
Moore Capital Management, Lp 64
Oarsman Capital, Inc. 64
BW Gestao de Investimentos Ltda. 64
McMahon Financial Advisors, LLC 64
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 64
TFO USA Ltd 64
Nilsine Partners, LLC 64
Grey Fox Wealth Advisors, LLC 64
Washington Trust Advisors, Inc. 64
SignalPoint Asset Management, LLC 64
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 64
POM Investment Strategies, LLC 64
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 64
Pacific Sun Financial Corp 64
Linscomb & Williams, Inc. 64
Hexavest Inc. 64
Planned Solutions, Inc. 64
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 64
Reuter James Wealth Management, Llc 64
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 64
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 64
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 64
Pinkerton Retirement Specialists, LLC 64
Waldron Private Wealth LLC 64
First Pacific Financial 64
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 64
Caisse De Depot Et Placement Du Quebec 64
Hallmark Capital Management Inc 64
PQDI - Principal Exchange-Traded Funds - Principal Spectrum Tax-Advantaged Dividend Active ETF 64
Capital Advisors Inc/ok 64
Wetzel Investment Advisors, Inc. 64
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 64
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 63
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 63
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 63
Neuburgh Advisers LLC 63
First Bank & Trust 63
Bellevue Asset Management, Llc 63
PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - 63
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 63
Perkins Investment Management, LLC 63
Scientech Research LLC 63
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 63
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 63
Texas Yale Capital Corp. 63
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 63
Waterloo Capital, L.P. 63
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF 63
VGLSX - VALIC Co I - Global Strategy Fund 63
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 63
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 63
Rockefeller Financial Services Inc 63
Valued Wealth Advisors LLC 63
Central Pacific Bank - Trust Division 63
Aspiriant, Llc 63
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 63
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 63
Creative Capital Management Investments LLC 63
MML Series Investment Fund II - MML Blend Fund Initial Class 63
Connable Office Inc 63
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 63
Fidelis Capital Partners, LLC 63
Benson Wealth Management INC 63
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 63
AlphaOne Investment Services, LLC 63
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 63
Walkner Condon Financial Advisors LLC 63
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 63
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 63
Old North State Trust, LLC 63
Clough Global Opportunities Fund 63
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 62
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 62
Daytona Street Capital LLC 62
Boston Trust Walden Corp 62
Highland Capital Management Fund Advisors, L.p. 62
Bell Rock Capital Llc 62
Legacy Capital Wealth Partners, LLC 62
Navellier & Associates Inc 62
Daymark Wealth Partners, Llc 62
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 62
First City Capital Management, Inc. 62
Nfj Investment Group, Llc 62
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 62
NWF Advisory Services Inc. 62
United Community Bank 62
Beacon Investment Advisory Services, Inc. 62
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 62
NatWest Group plc 62
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 62
ULTRA SERIES FUND - Core Bond Fund Class I 62
Investment Partners, Ltd. 62
Ethos Financial Group, LLC 62
Shufro Rose & Co Llc 62
Brookfield Asset Management Inc. 62
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 62
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 62
Delaware Enhanced Global Dividend & Income Fund 62
Vivaldi Capital Management, LLC 62
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 62
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 62
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 62
Fred Alger Management, Llc 62
KCS Wealth Advisory 62
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 62
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 62
CSat Investment Advisory, L.P. 62
Lantz Financial LLC 62
Concorde Asset Management, LLC 62
Hirtle Callaghan & Co LLC 62
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 62
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 62
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 62
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 62
Per Stirling Capital Management, LLC. 62
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 62
Decker Retirement Planning Inc. 62
WELLS FARGO MASTER TRUST - Wells Fargo Strategic Retirement Bond Portfolio 62
Semmax Financial Advisors Inc. 62
Silverlake Wealth Management Llc 62
John Hancock Hedged Equity & Income Fund 62
Pin Oak Investment Advisors Inc 62
Algebris Investments (UK) LLP 62
Sepio Capital, LP 62
Summit Financial Wealth Advisors, LLC 62
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 62
First National Corp /ma/ /adv 62
Windsor Capital Management, LLC 62
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 62
Parcion Private Wealth LLC 62
Artemis Investment Management LLP 62
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 62
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 62
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 62
FIGKX - FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS - FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS Class R Shares 62
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 62
ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF 62
Nuveen Tax-advantaged Dividend Growth Fund 62
ISHG - iSHARES TRUST - iShares 1-3 Year International Treasury Bond ETF 62
Farmers & Merchants Trust Co of Chambersburg PA 62
Evergreen Wealth Solutions, LLC 62
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 61
Barnett & Company, Inc. 61
SUB - iSHARES TRUST - iShares Short-Term National Muni Bond ETF 61
Comerica Securities Inc 61
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 61
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 61
Phillips Financial Management, Llc 61
Virginia Retirement System 61
Old Mutual Global Investors (UK) Ltd. 61
Perennial Investment Advisors, LLC 61
Shine Investment Advisory Services Inc 61
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 61
HighMark Wealth Management LLC 61
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 61
Baker Tilly Financial, Llc 61
Motiv8 Investments LLC 61
Elo Mutual Pension Insurance Co 61
Element Wealth, LLC 61
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 61
Advyzon Investment Management, LLC 61
Great Lakes Retirement, Inc. 61
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 61
Fulton Bank, N.a. 61
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 61
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 61
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 61
Flinton Capital Management LLC 61
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 61
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 61
Utah Retirement Systems 61
Rossmore Private Capital 61
Relative Value Partners Group, LLC 61
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 61
IYF - iSHARES TRUST - iShares U.S. Financials ETF 61
Wealth Enhancement Trust Services, Inc. 61
Astoria Portfolio Advisors LLC. 61
Legacy Investment Solutions, LLC 61
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 61
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 61
Heartland Advisors Inc 61
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 61
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 61
Mountain Capital Investment Advisors, Inc 61
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 61
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 61
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 61
Turner Investments, L.p. 61
Janus Capital Management Llc 60
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 60
Win Advisors, Inc 60
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 60
Profunds - Profund Vp Financials 60
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 60
Nuveen Global High Income Fund 60
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 60
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 60
Centerpoint Advisors, LLC 60
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 60
Tcw Group Inc 60
ULTRA SERIES FUND - Diversified Income Fund Class I 60
Baltimore-Washington Financial Advisors, Inc. 60
Miles Capital, Inc. 60
WealthTrak Capital Management LLC 60
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 60
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 60
BWZ - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Short Term International Treasury Bond ETF 60
Legacy Financial Group LLC 60
Allred Capital Management, LLC 60
1st Source Bank 60
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 60
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 60
Sageworth Trust Co of South Dakota 60
QCM Cayman, Ltd. 60
Sun Life Financial Inc 60
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 60
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 60
Holistic Planning, LLC 60
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 60
O'Dell Group, LLC 60
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 60
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 60
West Tower Group, LLC 60
T. Rowe Price Investment Management, Inc. 60
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 60
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 60
Kapitalo Investimentos Ltda 60
WealthStone, Inc. 60
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 60
Bfsg, Llc 60
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 60
Gill Capital Partners, Llc 60
NSIUX - Northern Funds - Northern Short-intermediate U.s. Government Fund 60
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 60
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 60
Richard W. Paul & Associates, LLC 60
Founders Capital Management 60
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 60
Second Curve Capital Llc 60
First American Bank 60
UYG - PROSHARES TRUST - ProShares Ultra Financials 60
Altium Wealth Management LLC 60
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 60
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 60
Howard Wealth Management, Llc 60
BFIX - Build Funds Trust - Build Bond Innovation ETF 60
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 60
Oberweis Asset Management Inc/ 60
Gendell Jeffrey L 60
Shepherd Kaplan Krochuk, Llc 60
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 60
PDS Planning, Inc 60
Financial Perspectives, Inc 60
MGB Wealth Management, LLC 59
SpiderRock Advisors, LLC 59
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 59
Western Asset Global High Income Fund Inc. 59
Wealth Advisory Solutions, LLC 59
Abel Hall, LLC 59
Lowe Wealth Advisors, LLC 59
Guidance Point Advisors, LLC 59
Omnia Family Wealth, LLC 59
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 59
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 59
Corrado Advisors, Llc 59
Actinver Wealth Management, Inc. 59
Dividend Asset Capital, Llc 59
Owl Creek Wealth Partners LLC 59
Kiley Juergens Wealth Management, Llc 59
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 59
Breakwater Capital Group 59
Angeles Wealth Management, Llc 59
Pekin Hardy Strauss, Inc. 59
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 59
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 59
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 59
Polaris Wealth Advisory Group, LLC 59
Essex Savings Bank 59
FSA Wealth Management LLC 59
Hartford Financial Management Inc. 59
Arden Investment Series Trust 59
Gallagher Fiduciary Advisors, LLC 59
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 59
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 59
Walthausen & Co., LLC 59
Thomas J. Herzfeld Advisors, Inc. 59
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 59
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 59
Dean Capital Management 59
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 59
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 59
Holloway Wealth Management, LLC 59
Corton Capital Inc. 59
Marino, Stram & Associates Llc 59
Point72 Europe (London) LLP 59
683 Capital Management, LLC 59
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 59
Dearborn Partners Llc 59
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 59
Straight Path Wealth Management 59
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 59
Alpenglow Capital LP 59
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 59
CRA Financial Services, LLC 59
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 59
Blackrock Multi-sector Opportunities Trust 59
Patriot Financial Partners Gp, Lp 59
Intercontinental Wealth Advisors, LLC 59
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 59
CETF - DriveWealth ETF Trust - DriveWealth ICE 100 Index ETF 59
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 59
Hoey Investments, Inc 59
Old Port Advisors 59
AGF Investments LLC 59
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 59
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 59
Ballast Advisors Llc 58
Fermata Advisors, LLC 58
Headinvest, Llc 58
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 58
BKM Wealth Management, LLC 58
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 58
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 58
RBF Capital, LLC 58
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 58
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 58
Curi Wealth Management, LLC 58
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 58
Garden State Investment Advisory Services LLC 58
Haverford Trust Co 58
Amplius Wealth Advisors, LLC 58
Banco Santander, S.A. 58
Shapiro Robert N 58
Altfest L J & Co Inc 58
Leonteq Securities AG 58
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 58
Masso Torrence Wealth Management Inc. 58
Capital International Investors 58
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 58
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 58
Vaughan Nelson Investment Management, L.p. 58
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 58
Braun-Bostich & Associates Inc. 58
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 58
DecisionPoint Financial, LLC 58
Signature Resources Capital Management, LLC 58
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 58
Graves-Light Private Wealth Management, Inc. 58
Brookwood Investment Group LLC 58
Manning & Napier Advisors Llc 58
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 58
Cozad Asset Management Inc 58
QALTX - Advisors Preferred Trust - Quantified Alternative Investment Fund Investor Class Shares 58
Fca Corp /tx 58
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 58
Pine Valley Investments Ltd Liability Co 58
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 58
Hartford Series Fund Inc 58
Meridian Wealth Advisors, LLC 58
Zullo Investment Group, Inc. 58
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 58
Biltmore Capital Advisors LLC 58
SGPIX - Profunds - Small-cap Growth Profund Investor Class 58
Fifth Third Wealth Advisors LLC 58
MARSHALL WACE ASIA Ltd 58
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 58
Capital Advisory Group Advisory Services, LLC 58
SLIM - Janus Detroit Street Trust - The Obesity ETF 58
WMG Financial Advisors, LLC 58
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 58
Kiker Wealth Management, LLC 58
Cowen Group, Inc. 58
McElhenny Sheffield Capital Management, LLC 58
SkyView Investment Advisors, LLC 58
DGS Capital Management, LLC 58
EQ ADVISORS TRUST - EQ/PIMCO Global Real Return Portfolio Class K 58
Cohen & Steers, Inc. 58
Oder Investment Management, LLC 58
Valtinson Bruner Financial Planning LLC 58
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 57
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 57
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 57
Morton Brown Family Wealth, LLC 57
Redwood Wealth Management Group, LLC 57
JBF Capital, Inc. 57
Lbmc Investment Advisors, Llc 57
Investment Counselors Of Maryland Llc 57
Carmel Capital Partners, LLC 57
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 57
Profunds - Profund Vp Small-cap Growth 57
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 57
Topsail Wealth Management, LLC 57
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 57
CBOE Vest Financial, LLC 57
Coston, McIsaac & Partners 57
Sage Capital Advisors,llc 57
Premia Global Advisors, Llc 57
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 57
Milestone Asset Management, Llc 57
Friedenthal Financial 57
XFIV - BondBloxx ETF Trust - BondBloxx Bloomberg Five Year Target Duration US Treasury ETF 57
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 57
F3Logic, LLC 57
West Branch Capital LLC 57
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 57
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio 57
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 57
Blackrock Debt Strategies Fund, Inc. 57
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 57
Farringdon Capital, Ltd. 57
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 57
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 57
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 57
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 57
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 57
Cantab Capital Partners LLP 57
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 57
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 57
New Wave Wealth Advisors Llc 57
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 57
Delaware Vip Trust - Delaware Vip Value Series Standard Class 57
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 57
Willingdon Wealth Management 57
WealthTrust-Arizona, LLC 57
Wealth Preservation Advisors, LLC 57
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 57
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 57
Legacy Capital Group California, Inc. 57
Principia Wealth Advisory, LLC 57
Antonetti Capital Management LLC 57
Lake Street Advisors Group, Llc 57
Global Wealth Strategies & Associates 57
Parsons Capital Management Inc/ri 57
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 57
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 57
TWSGX - Northern Lights Fund Trust - TransWestern Institutional Short Duration Government Bond Fund 57
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 57
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 57
Six Circles Trust - Six Circles Tax Aware Bond Fund 56
Bullseye Investment Management, LLC 56
Global X Management CO LLC 56
Rotella Capital Management, Inc. 56
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 56
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 56
Diametric Capital, LP 56
SummitTX Capital, L.P. 56
Mfs Intermediate Income Trust 56
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 56
Biltmore Family Office, LLC 56
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 56
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 56
Sapient Capital Llc 56
Caxton Associates Llp 56
Capital Wealth Alliance, LLC 56
First New York Securities Llc /ny 56
Lansing Street Advisors 56
Retirement Wealth Solutions LLC 56
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 56
DT Investment Partners, LLC 56
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 56
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 56
Binnacle Investments Inc 56
Ronald Blue & Co Llc 56
LVW Advisors, LLC 56
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 56
Fort Point Capital Partners LLC 56
Brand Asset Management Group, Inc. 56
WESPAC Advisors SoCal, LLC 56
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 56
Patton Albertson Miller Group, Llc 56
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 56
TFB Advisors LLC 56
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 56
Roosevelt Investment Group Llc 56
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 56
Kozak & Associates, Inc. 56
Santa Fe Partners LLC 56
10Elms LLP 55
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 55
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 55
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 55
Pendal Group Ltd 55
Tiaa-cref Individual & Institutional Services, Llc 55
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 55
Us Financial Advisors, Llc 55
WealthCollab, LLC 55
Iat Reinsurance Co Ltd. 55
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 55
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 55
McGlone Suttner Wealth Management, Inc. 55
PrairieView Partners, LLC 55
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 55
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 55
GFS Advisors, LLC 55
Sivia Capital Partners, LLC 55
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 55
Montecito Bank & Trust 55
Crabel Capital Management, LLC 55
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 55
Marshall Financial Group LLC 55
Empirical Asset Management, LLC 55
Pimco Flexible Credit Income Fund 55
New Age Alpha Advisors, LLC 55
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 55
Stokes Family Office, LLC 55
Rowland Carmichael Advisors Inc /adv 55
Strive Financial Group ,LLC 55
Laurel Wealth Planning LLC 55
Oxford Financial Group Ltd 55
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 55
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 55
ORG Wealth Partners, LLC 55
Steigerwald, Gordon & Koch Inc. 55
Comprehensive Financial Planning, Inc./PA 55
PCA Investment Advisory Services Inc. 55
West Family Investments, Inc. 55
NFP Retirement, Inc. 55
Conning Inc. 55
Beck Capital Management, Llc 55
American Financial Network Advisory Services Llc 55
Iowa State Bank 55
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 55
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 55
Litman Gregory Asset Management LLC 55
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 55
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 55
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR 55
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 55
Edge Capital Group, LLC 55
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 55
Human Investing LLC 55
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 55
NJ State Employees Deferred Compensation Plan 55
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 54
Fourth Dimension Wealth, LLC 54
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 54
Pimco Global Stocksplus & Income Fund 54
Rockland Trust Co 54
Baldrige Asset Management LLC 54
Intrust Bank Na 54
Crescent Capital Consulting, LLC 54
Clarity Asset Management, Inc. 54
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 54
Perkins Coie Trust Co 54
Pacific Center for Financial Services 54
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 54
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 54
LM Advisors LLC 54
Encompass Wealth Advisors, Llc 54
Genesis Wealth Advisors, LLC 54
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 54
Sumitomo Mitsui DS Asset Management Company, Ltd 54
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 54
Gideon Capital Advisors, Inc. 54
Harvest Capital Strategies LLC 54
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 54
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 54
Arcus Capital Partners, LLC 54
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 54
ZPR Investment Management 54
Safeguard Financial, LLC 54
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 54
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 54
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 54
SRTTX - SMA RELATIONSHIP TRUST - Series T 54
Cornerstone Investment Partners, LLC 54
First Community Trust Na 54
Weaver C. Barksdale & Associates, Inc. 54
Lodestone Wealth Management LLC 54
Castle Wealth Management Llc 54
Solaris Asset Management Llc 54
Foster & Motley Inc 54
Alpha Omega Wealth Management LLC 54
QGMIX - AQR Funds - AQR Global Macro Fund Class I 54
Ulysses Management LLC 54
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 54
FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund 54
AHIVX - American Century Investment Trust - High Income Fund Investor Class 54
Systelligence, LLC 54
Camden Capital, LLC 54
Aventura Private Wealth, LLC 54
Northwest Capital Management Inc 54
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 54
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 54
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 54
Ategra Capital Management, LLC 54
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 54
Geneva Advisors, LLC 54
Palladium Partners Llc 54
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 54
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 54
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 54
Next Capital Management LLC 54
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF 54
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 54
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 54
Calamos Wealth Management LLC 54
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 54
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 54
KBWR - Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF 54
DAACX - Adviser Managed Trust - Diversified Equity Fund 54
Reliance Trust Co Of Delaware 54
Monticello Wealth Management, Llc 54
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 54
Mangrove Partners 54
Able Wealth Management LLC 54
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 54
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 54
BIP Wealth, LLC 54
Ckw Financial Group 54
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 54
Maple Securities Usa Inc 54
Western Asset Variable Rate Strategic Fund Inc. 54
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 53
IBM Retirement Fund 53
XML Financial, LLC 53
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 53
Nuveen S&p 500 Dynamic Overwrite Fund 53
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 53
Carolina Wealth Advisors, LLC 53
STXK - EA Series Trust - Strive Small-Cap ETF 53
Cutter & CO Brokerage, Inc. 53
Cornerstone Wealth Group, LLC 53
Firestone Capital Management 53
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 53
HSFNX - HENNESSY FUNDS TRUST - Hennessy Small Cap Financial Fund Investor Class 53
Elmwood Wealth Management, Inc. 53
Hussman Strategic Advisors, Inc. 53
Signature Wealth Management Group 53
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 53
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 53
Game Plan Financial Advisors, LLC 53
Spot Trading L.l.c. 53
Provenance Wealth Advisors, LLC 53
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 53
Lighthouse Investment Partners, LLC 53
Clarius Group, LLC 53
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 53
McClarren Financial Advisors, Inc. 53
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 53
FTRGX - FEDERATED TOTAL RETURN GOVERNMENT BOND FUND - FEDERATED TOTAL RETURN GOVERNMENT BOND FUND Institutional Shares 53
Cromwell Holdings LLC 53
First Affirmative Financial Network 53
FSSWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Treasury Bond Index Fund 53
Innovative Asset Advisors Group, LLC 53
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 53
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 53
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 53
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 53
Symphony Financial, Ltd. Co. 53
Hoover Financial Advisors, Inc. 53
Allen Capital Group, LLC 53
Maseco Llp 53
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 53
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 53
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 53
Murphy & Mullick Capital Management Corp 53
Integral Derivatives, LLC 53
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 53
Signition Lp 53
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 53
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 53
PLVLX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS EMG Fund Institutional Class 53
SPC Financial, Inc. 53
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 53
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 53
Qtron Investments LLC 53
Guggenheim Strategic Opportunities Fund 53
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 53
Monument Capital Management 53
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 53
Ferris Capital, Llc 53
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 53
Bruderman Asset Management, LLC 53
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 53
Western Asset High Income Fund Ii Inc. 53
IXG - iSHARES TRUST - iShares Global Financials ETF 53
Cramer Rosenthal Mcglynn Llc 53
Oliver Luxxe Assets LLC 53
Calamos Global Dynamic Income Fund 52
Fundamentun, Llc 52
PCG Wealth Advisors, LLC 52
Palisade Asset Management, LLC 52
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 52
Peoples Financial Services Corp. 52
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 52
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 52
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 52
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 52
MBL Wealth, LLC 52
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 52
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 52
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares 52
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 52
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 52
Congress Asset Management Co /ma 52
Treasurer of the State of North Carolina 52
Crow Point Partners, LLC 52
Future Financial Wealth Managment LLC 52
Man Investments Ltd 52
Vima Llc 52
CADTX - Starboard Investment Trust - Cavalier Adaptive Income Fund Institutional Class Shares 52
Alpha Cubed Investments, LLC 52
PLVTX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS International Fund Institutional Class 52
Voya Global Advantage & Premium Opportunity Fund 52
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 52
M&g Investment Management Ltd 52
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF 52
Maridea Wealth Management LLC 52
Principle Wealth Partners Llc 52
Hengehold Capital Management Llc 52
Cardan Capital Partners, LLC 52
RiverTree Advisors, LLC 52
Highland Capital Management, Llc 52
Plancorp, LLC 52
Westover Capital Advisors, LLC 52
Corbenic Partners LLC 52
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 52
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A 52
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 52
Farmers National Bank 52
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 52
Kwmg, Llc 52
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 52
Redwood Investment Management, Llc 52
Columbia Funds Variable Series Trust II - CTIVP - BlackRock Global Inflation-Protected Securities Fund Class 3 52
Davis Capital Management 52
Community Financial Services Group, LLC 52
GSTGX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Government Fund Institutional 52
FXIRX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series R Series R 52
Centennial Wealth Advisory LLC 52
Financial Partners Group, Inc 52
Central Bank & Trust Co 52
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 52
First Midwest Bank Trust Division 52
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 52
Cypress Capital Management LLC (WY) 52
Cim Investment Mangement Inc 52
FUAMX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Treasury Bond Index Fund 52
Estate Counselors, LLC 52
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 52
AssuredPartners Investment Advisors, LLC 52
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 52
Monashee Investment Management LLC 52
Pathway Financial Advisors LLC 52
Busey Wealth Management 52
Oxler Private Wealth LLC 52
WMS Partners, LLC 52
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 52
Folger Hill Asset Management LP 52
Costello Asset Management, INC 52
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 52
Old Point Trust & Financial Services N A 52
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 52
Spinnaker Trust 52
Personal Capital Advisors Corp 52
Mid Continent Capital Llc/il 52
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 52
Fusion Family Wealth LLC 52
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 52
Delta Investment Management, LLC 52
Prentice Wealth Management LLC 52
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 52
Capital Wealth Planning, LLC 52
SYSTM Wealth Solutions LLC 52
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 52
Schmidt P J Investment Management Inc 51
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 51
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 51
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 51
Bridgewater Advisors Inc. 51
IOFAX - MUTUAL FUND SERIES TRUST - AlphaCentric Income Opportunities Fund Class A 51
Financial Connections Group, Inc. 51
Private Capital Management Llc 51
Greenspring Advisors, LLC 51
Legacy CG, LLC 51
Heartwood Wealth Advisors LLC 51
EFG International AG 51
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 51
Nottingham Advisors, Inc. 51
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 51
Independent Wealth Network Inc. 51
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF 51
Octavia Wealth Advisors, LLC 51
JTHIX - James Alpha Funds Trust - James Alpha Total Hedge Portfolio Class I 51
Anchor Capital Advisors Llc 51
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 51
Alaska Permanent Fund Corp 51
OpenArc Corporate Advisory, LLC 51
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 51
1776 Wealth LLC 51
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 51
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 51
EMC Capital Management 51
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 51
Catalina Capital Group, LLC 51
Krane Funds Advisors LLC 51
Portside Wealth Group, LLC 51
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 51
SLDR - Global X Funds - Global X Short-Term Treasury Ladder ETF 51
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 51
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 51
ERn Financial, LLC 51
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 51
Chatham Capital Group, Inc. 51
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 51
Pinnacle Wealth Management Advisory Group, LLC 51
Atlantic Edge Private Wealth Management, LLC 51
Morningstar Investment Services LLC 51
Coastline Trust Co 51
Keebeck Wealth Management, LLC 51
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 51
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 51
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 51
B.O.S.S. Retirement Advisors, LLC 51
Seeds Investor Llc 51
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 51
J.Safra Asset Management Corp 51
Apeiron RIA LLC 51
Trust Point Inc. 51
Woodard & Co Asset Management Group Inc /adv 51
Columbia Partners L L C Investment Management 51
Balboa Wealth Partners 51
Howland Capital Management Llc 51
Oppenheimer Variable Account Funds 51
Munder Series Trust 51
Engrave Wealth Partners LLC 51
Woodley Farra Manion Portfolio Management Inc 51
Lee Danner & Bass Inc 50
Everett Harris & Co /ca/ 50
Summit Wealth Group Llc / Co 50
RMG Wealth Management LLC 50
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 50
Leisure Capital Management 50
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 50
First Commonwealth Financial Corp /pa/ 50
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 50
Norris Perne & French Llp/mi 50
Persistent Asset Partners Ltd 50
StrategIQ Financial Group, LLC 50
Orrstown Financial Services Inc 50
West Oak Capital, LLC 50
Ionic Capital Management LLC 50
Affinity Investment Advisors, Llc 50
Cornerstone Advisory, LLC 50
Fma Advisory Inc 50
CapWealth Advisors, LLC 50
Decade Capital Management Llc 50
Turtle Creek Wealth Advisors, LLC 50
Southland Equity Partners LLC 50
Summit X, LLC 50
SG3 Management, LLC 50
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 50
FSGTX - FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS - FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS Class Y Shares 50
VTES - VANGUARD WELLINGTON FUND - Vanguard Short-Term Tax-Exempt Bond ETF ETF Shares 50
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 50
Titleist Asset Management, Llc 50
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 50
V-Square Quantitative Management LLC 50
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 50
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 50
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 50
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 50
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 50
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 50
Global X Funds 50
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 50
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 50
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 50
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 50
Parisi Gray Wealth Management 50
Occidental Asset Management, LLC 50
Cardiff Park Advisors, Llc 50
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 50
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 50
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 50
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 50
Counterpoint Mutual Funds LLC 50
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 50
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 50
Legacy Wealth Asset Management, LLC 50
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 50
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 50
Cowa, Llc 50
Black Swift Group, LLC 50
Fwl Investment Management, Llc 50
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 50
Bft Financial Group, Llc 50
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 50
PENN SERIES FUNDS INC - Small Cap Value Fund 50
MXGMX - GREAT-WEST FUNDS INC - Great-West U.S. Government Securities Fund Investor Class 50
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 50
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 50
Laidlaw Wealth Management LLC 50
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 50
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 50
Red Door Wealth Management, LLC 50
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 50
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 50
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 50
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 50
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 50
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 50
Columbus Macro, LLC 49
MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A 49
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 49
Empower Advisory Group, LLC 49
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 49
111 Capital 49
Burk Holdings LLC 49
SpiderRock Trading LLC 49
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 49
Schechter Investment Advisors, LLC 49
Whitebox Advisors Llc 49
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 49
FTABX - FIDELITY SALEM STREET TRUST - Fidelity Tax-Free Bond Fund 49
Bollard Group LLC 49
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 49
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 49
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 49
Welch & Forbes Llc 49
Rathbone Brothers plc 49
Cerebellum GP, LLC 49
USS Investment Management Ltd 49
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 49
Nicolet Bankshares Inc 49
Pcm Fund, Inc. 49
Oakbrook Investments Llc 49
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 49
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 49
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative 49
Cca Investments Trust 49
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 49
IGJAX - IVY FUNDS - Ivy Government Securities Fund Class A 49
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 49
Telemetry Investments, L.L.C. 49
Wexford Capital Lp 49
Mizuho Trust & Banking Co., Ltd. 49
Pacific Capital Wealth Advisors, Inc 49
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 49
Sharkey, Howes & Javer 49
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 49
FSC Wealth Advisors, LLC 49
Risk Paradigm Group, LLC 49
Trust Co Of Toledo Na /oh/ 49
Running Point Capital Advisors, LLC 49
Horizons Wealth Management 49
Voya Global Equity Dividend & Premium Opportunity Fund 49
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 49
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 49
Bank Of Hawaii 49
Net Worth Advisory Group 49
Affinity Wealth Management Llc 49
Tredje AP-fonden 49
Philadelphia Trust Co 49
Westfuller Advisors, LLC 49
Bradley Foster & Sargent Inc/ct 49
Discovery Capital Management, Llc / Ct 49
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 49
APBAX - Cavanal Hill Funds - Active Core Fund Investor 49
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 49
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 49
Icon Advisers Inc/co 49
Encompass More Asset Management 49
Calamos Global Total Return Fund 49
SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF 49
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 49
LBA Wealth Management, LLC 49
Live Your Vision, LLC 49
Glovista Investments LLC 49
Spring Creek Capital Llc 49
Prentiss Smith & Co Inc 49
Raab & Moskowitz Asset Management LLC 49
INPPX - Collaborative Investment Series Trust - Preferred - Plus Class A 49
Painted Porch Advisors LLC 49
Entrustpermal Partners Offshore Lp 48
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 48
Core Wealth Advisors, Inc. 48
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 48
Hohimer Wealth Management, Llc 48
PIMGMVA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Balanced Allocation Portfolio Administrative 48
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 48
Milestone Investment Advisors LLC 48
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 48
PRUDENTIAL SERIES FUND - GOVERNMENT INCOME PORTFOLIO Class I 48
Northwestern Mutual Investment Services Llc 48
JDJRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Macro Fund Class R6 48
Etf Managers Group, Llc 48
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 48
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 48
Aspen Investment Management Inc 48
Epoch Investment Partners, Inc. 48
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 48
AlTi Global, Inc. 48
Samlyn Capital, Llc 48
Fs Credit Income Fund 48
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 48
Family Firm, Inc. 48
Strid Group, LLC 48
MBM Wealth Consultants, LLC 48
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 48
Pathway Financial Advisers, LLC 48
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 48
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 48
Curian Capital Llc 48
Cranbrook Wealth Management, LLC 48
Spectrum Wealth Counsel, LLC 48
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 48
Seawolf Capital, LLC 48
Collaborative Wealth Managment Inc. 48
Iams Wealth Management, Llc 48
Bray Capital Advisors 48
Private Client Services, Llc 48
Global Macro Portfolio - Global Macro Portfolio 48
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 48
Lebenthal Global Advisors, LLC 48
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 48
David R. Rahn & Associates Inc. 48
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 48
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 48
Todd Asset Management Llc 48
Banco de Sabadell, S.A 48
VARCOV Co. 48
Callan Capital, LLC 48
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 48
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 48
Crawford Investment Counsel Inc 48
Fieldview Capital Management, LLC 48
6 Meridian 48
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 48
Sfmg, Llc 48
Wealthquest Corp 48
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 48
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 48
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 48
Wade G W & Inc 48
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 48
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 48
Marshall & Sterling Wealth Advisors Inc. 48
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 48
EMB - iSHARES TRUST - iShares J.P. Morgan USD Emerging Markets Bond ETF 48
Grantvest Financial Group LLC 48
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 48
Brown Financial Advisors 48
Ab Pooling Portfolios 47
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 47
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 47
Livforsakringsbolaget Skandia, Omsesidigt 47
Paradigm Financial Partners, Llc 47
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 47
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 47
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 47
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 47
CSM Advisors, LLC 47
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 47
Genesee Capital Advisors, LLC 47
Aviance Capital Partners, LLC 47
VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares 47
Basepoint Wealth LLC 47
Cfm Wealth Partners Llc 47
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 47
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class 47
CenterBook Partners LP 47
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 47
Harbor Advisors LLC 47
DC Investments Management, LLC 47
Franklin Templeton ETF Trust - Western Asset Bond ETF 47
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 47
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 47
Fulton Breakefield Broenniman Llc 47
Atlas Private Wealth Management 47
Retirement Capital Strategies 47
Jackson, Grant Investment Advisers, Inc. 47
L.m. Kohn & Company 47
KWB Wealth 47
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 47
Ferguson Wellman Capital Management, Inc 47
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 47
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 47
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 47
FSMNX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Income Fund 47
Austin Private Wealth, LLC 47
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 47
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 47
Brandes Investment Partners, Lp 47
GLG Partners LP 47
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 47
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 47
Beaumont Financial Advisors, LLC 47
Blume Capital Management, Inc. 47
Indiana Trust & Investment Management CO 47
1 North Wealth Services Llc 47
Newman Dignan & Sheerar, Inc. 47
E. Ohman J:or Asset Management AB 47
Argent Advisors, Inc. 47
Silicon Valley Capital Partners 47
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 47
Quadrant Private Wealth Management, LLC 47
Natixis Investment Managers International 47
Bayview Asset Management, Llc 47
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 47
Gofen & Glossberg Llc /il/ 47
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 47
Sierra Capital LLC 47
IWB - iSHARES TRUST - iShares Russell 1000 ETF 47
New Republic Capital, LLC 47
Retirement Income Solutions, Inc 47
First National Bank of South Miami 47
Athena Capital Advisors Llc 47
Advent Capital Management /de/ 47
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 47
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 47
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 47
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 47
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 47
GenTrust, LLC 47
Eldridge Investment Advisors, Inc. 47
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C 47
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 47
AXA Investment Managers S.A. 47
Annex Advisory Services, LLC 47
Sippican Capital Advisors 47
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 47
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 47
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 47
YANKCOM Partnership 47
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 47
Sentinel Trust Co Lba 47
SMART Wealth LLC 47
Agf Management Ltd 47
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 47
Frec Markets, Inc. 47
Bahl & Gaynor Inc 47
Yahoo Inc 47
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 47
IPPP - Listed Funds Trust - Preferred-Plus ETF 47
Capital Square, LLC 46
Sittner & Nelson, Llc 46
Niemann Capital Management Inc 46
Latitude Advisors, LLC 46
Luken Investment Analytics, LLC 46
RDA Financial Network 46
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 46
OneAscent Wealth Management LLC 46
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 46
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 46
Aft, Forsyth & Company, Inc. 46
FSABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Bond Index Fund 46
Mizuho Securities Usa Llc 46
Gilliland Jeter Wealth Management LLC 46
Collective Family Office Llc 46
Marex Group plc 46
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 46
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 46
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 46
Chesapeake Asset Management Llc 46
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 46
Tuttle Tactical Management LLC 46
Ingalls & Snyder Llc 46
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 46
Marathon Trading Investment Management LLC 46
Financial Advisory Corp /ut/ /adv 46
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 46
Jacobus Wealth Management, Inc. 46
American Funds Insurance Series 46
SWS Partners 46
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 46
Lombard Odier Asset Management (Switzerland) SA 46
Field & Main Bank 46
Investors Asset Management Of Georgia Inc /ga/ /adv 46
Cascadia Advisory Services, LLC 46
Probity Advisors, Inc. 46
Wellington Shields Capital Management, LLC 46
Machina Capital S.a.s. 46
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 46
Bank Hapoalim Bm 46
First United Bank Trust/ 46
Quantum Financial Advisors, LLC 46
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 46
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 46
Gould Asset Management Llc /ca/ 46
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 46
Horan Capital Advisors, LLC. 46
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 46
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 46
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 46
Continental Advisors Llc 46
Armbruster Capital Management, Inc. 46
Palisade Capital Management Llc/nj 46
Cannon Financial Strategists, Inc. 46
Vivaldi Asset Management, LLC 46
Intersect Capital LLC 46
Bright Futures Wealth Management, LLC. 46
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 46
Econ Financial Services Corp 46
Payden & Rygel 46
Grimes & Company, Inc. 46
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 46
Credential Qtrade Securities Inc. 46
Hc Financial Advisors Inc 46
Zwj Investment Counsel Inc 46
Wsfs Capital Management, Llc 46
Penobscot Investment Management Company, Inc. 46
RGT Wealth Advisors, LLC 46
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 46
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 46
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 46
Meeder Advisory Services, Inc. 46
Gw Henssler & Associates Ltd 46
BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund 46
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 46
Kaizen Advisory, Llc 46
Condor Capital Management 46
Strategic Capital Alternatives LLC 46
Nelson Capital Management, LLC 46
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 46
Aj Wealth Strategies, Llc 46
GM Advisory Group, Inc. 46
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 46
Buck Wealth Strategies, LLC 45
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 45
Guidant Wealth Advisors 45
Sentinel Pension Advisors Inc 45
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 45
MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class 45
Siligmueller & Norvid Wealth Advisors LLC 45
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 45
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 45
Copeland Capital Management, LLC 45
Natural Investments, Llc 45
Cohen & Steers Mlp Income & Energy Opportunity Fund 45
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 45
SlateStone Wealth, LLC 45
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 45
Citizens Business Bank 45
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 45
Burns Matteson Capital Management, LLC 45
Winthrop Partners - Wny, Llc 45
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 45
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 45
Clarkston Capital Partners, LLC 45
NinePointTwo Capital 45
Private Portfolio Partners Llc 45
Tdam Usa Inc. 45
Harbor Asset Planning, Inc. 45
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 45
Cantor Fitzgerald, L. P. 45
Missouri Trust & Investment Co 45
R&F Capital Advisors LP 45
Resurgent Financial Advisors LLC 45
Wall Street Access Asset Management, LLC 45
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 45
Koesten, Hirschmann & Crabtree, INC. 45
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 45
Foresters Investment Management Company, Inc. 45
Nicolet Advisory Services, Llc 45
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 45
Banco Bilbao Vizcaya Argentaria, S.a. 45
Kingfisher Capital LLC 45
Abc Arbitrage Sa 45
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 45
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 45
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 45
Azimuth Capital Management LLC 45
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 45
Atlantic Private Wealth, LLC 45
Advantage Alpha Capital Partners LP 45
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 45
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 45
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 45
Pinz Capital Management, LP 45
Redwood Financial Network Corp 45
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 45
Imprint Wealth LLC 45
United Advisor Group, LLC 45
Blueprint Investment Partners LLC 45
Solstein Capital, LLC 45
B. Metzler seel. Sohn & Co. AG 45
AJOVista, LLC 45
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 45
Shinko Asset Management Co., Ltd. 45
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 45
Channing Capital Management, LLC 45
SCS Capital Management LLC 45
Kelman-Lazarov, Inc. 45
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 45
Kmg Fiduciary Partners, Llc 45
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 45
Alerus Financial Na 45
Wright Investors Service Inc 45
URTH - iShares, Inc. - iShares MSCI World ETF 45
Ruedi Wealth Management, Inc. 45
Donald L. Hagan, LLC 45
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 45
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 45
Cohen & Steers Global Income Builder, Inc 45
Adams Diversified Equity Fund, Inc. 44
Price Michael F 44
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 44
Atwater Malick LLC 44
TFG Advisers LLC 44
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 44
Bramshill Investments, LLC 44
Reston Wealth Management Llc 44
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 44
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 44
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 44
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 44
Princeton Capital Management Llc 44
PlanVest Financial, Inc 44
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 44
Centric Wealth Management 44
RHJ International SA 44
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 44
Buckhead Capital Management Llc 44
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 44
Greenwich Wealth Management LLC 44
Pinnacle Advisory Group, Inc. 44
Country Club Bank /gfn 44
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 44
LifeWealth Investments, LLC 44
Colonial River Wealth Management, LLC 44
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 44
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 44
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 44
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 44
Brasada Capital Management, Lp 44
Berkshire Asset Management Llc/pa 44
Gibbs Wealth Management 44
Essex Investment Management Co Llc 44
Portfolio Strategies, Inc. 44
FHIGX - FIDELITY MUNICIPAL TRUST - Fidelity Municipal Income Fund 44
MPS Loria Financial Planners, LLC 44
Tlwm 44
FSA Advisors, Inc. 44
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 44
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 44
Alesco Advisors Llc 44
Alpha Paradigm Partners, LLC 44
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 44
Cedrus LLC 44
Werba Rubin Papier Wealth Management 44
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 44
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 44
Western Asset Mortgage Defined Opportunity Fund Inc. 44
Blackrock Allocation Target Shares - Bats Series A 44
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 44
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 44
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial 44
TruNorth Capital Management, LLC 44
Boyd Watterson Asset Management Llc/oh 44
Truepoint, Inc. 44
Reby Advisors, LLC 44
Stuart Chaussee & Associates, Inc. 44
National Wealth Management Group, LLC 44
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I 44
XR Securities LLC 44
Schneider Capital Management Corp 44
Thomasville National Bank 44
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 44
Hgk Asset Management Inc 44
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 44
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 44
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 44
Bremer Trust National Association 44
Brighthouse Funds Trust I - Brighthouse Balanced Plus Portfolio Class B 44
MML Series Investment Fund II - MML Equity Rotation Fund Class II 44
Banco BTG Pactual S.A. 44
Schafer Cullen Capital Management Inc 44
Level Financial Advisors, Inc. 44
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 44
Nwq Investment Management Company, Llc 44
Provident Wealth Management, LLC 44
Claudia M.p. Batlle, Crp (r) Llc 44
Prosperity Planning, Inc. 44
Retireful, LLC 44
Jpmorgan Trust Iii 44
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 44
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 44
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 44
Private Capital Management, LLC 44
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 44
Merkkuri Wealth Advisors LLC 44
EAM Global Investors LLC 44
Dalton Greiner Hartman Maher & Co 44
Stockman Wealth Management, Inc. 44
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A 44
Odyssean, LLC 44
Wbh Advisory Inc 44
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 44
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 44
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 44
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 44
BlackRock Multi-Sector Opportunities Trust II 44
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 44
FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund 44
Capital Directions Investment Advisors, LLC 44
PIMCO Flexible Municipal Income Fund 44
Networth Advisors, LLC 43
MidWestOne Financial Group, Inc. 43
Surevest, LLC 43
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 43
Peloton Wealth Strategists 43
Gulf International Bank (UK) Ltd 43
IPG Investment Advisors LLC 43
B. Metzler seel. Sohn & Co. Holding AG 43
CoreFirst Bank & Trust 43
Wellington Shields & Co., LLC 43
Hunter Perkins Capital Management, LLC 43
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 43
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 43
Pflug Koory, LLC 43
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 43
Delos Wealth Advisors, LLC 43
Donaldson Capital Management, Llc 43
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 43
Accuvest Global Advisors 43
Midwest Trust Co 43
ShoreHaven Wealth Partners, LLC 43
John W. Brooker & Co., CPAs 43
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 43
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 43
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 43
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 43
Mraz, Amerine & Associates, Inc. 43
Berkley W R Corp 43
Mariner Wealth Advisors-NYC, LLC 43
Unique Wealth Strategies, LLC 43
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 43
Rs Investment Trust 43
Consolidated Planning Corp 43
BTC Capital Management, Inc. 43
BlueCrest Capital Management LLP 43
Colton Groome Financial Advisors, Llc 43
Madrona Financial Services, LLC 43
Covenant Multifamily Offices, LLC 43
Talon Private Wealth, LLC 43
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 43
Palouse Capital Management, Inc. 43
Psagot Investment House Ltd. 43
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 43
Fairfield, Bush & Co. 43
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 43
Phoenix Holdings Ltd. 43
Bayban 43
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 43
VCTPX - VALIC Co I - Inflation Protected Fund 43
Glazer Capital, Llc 43
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 43
Studio Investment Management Llc 43
USAdvisors Wealth Management, LLC 43
Deroy & Devereaux Private Investment Counsel Inc 43
Standard Family Office LLC 43
Keeler THomas Management LLC 43
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 43
Grant Street Asset Management, Inc. 43
IVSBX - IVY FUNDS - Ivy Global Bond Fund Class B 43
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 43
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 43
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 43
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 43
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 43
Country Club Trust Company, n.a. 43
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 43
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 43
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 43
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 43
Evergreen Private Wealth LLC 43
ABYAX - RBB FUND, INC. - Abbey Capital Futures Strategy Fund Class A Shares 43
Capital One Financial Corp 43
Strategy Asset Managers Llc 43
John Hancock Investors Trust 43
Foguth Wealth Management, LLC. 43
Acumen Wealth Advisors, LLC 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 43
DV Trading LLC 43
Quotient Investors, LLC 43
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 43
CLAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi Strategy Alternatives Fund Class A 43
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 43
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 43
Prostatis Group LLC 43
Naviter Wealth, LLC 43
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 43
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 43
Buffington Mohr McNeal 43
Cortina Asset Management, LLC 43
Beverly Hills Private Wealth, LLC 43
Blue Barn Wealth, LLC 43
Cowen And Company, Llc 43
Tokio Marine Asset Management Co Ltd 43
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 43
Cambiar Investors Llc 43
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 43
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 43
Barrett Asset Management, LLC 43
Diamond Hill Capital Management Inc 43
FourThought Financial Partners, LLC 42
Visionary Asset Management, Inc. 42
Mbb Public Markets I Llc 42
TIMOTHY PLAN - Timothy Strategic Variable 42
Silver Grove Financial Group, Inc. 42
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 42
Northwest Bancshares, Inc. 42
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 42
ERTS Wealth Advisors, LLC 42
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 42
Family Management Corp 42
Sullivan, Bruyette, Speros & Blaney, LLC 42
AXS Investments LLC 42
Ironsides Asset Advisors, LLC 42
Summitry Llc 42
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 42
Lake Street Financial Llc 42
Journey Advisory Group, LLC 42
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 42
Cidel Asset Management Inc 42
Korea Investment CORP 42
Davis R M Inc 42
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 42
BEAM Asset Management, LLC 42
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 42
Keeley Asset Management Corp 42
Total Investment Management Inc 42
Stanley-Laman Group, Ltd. 42
Jump Trading, Llc 42
Castleark Management Llc 42
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 42
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 42
Horizon Investment Services, LLC 42
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 42
Berkshire Money Management, Inc. 42
BCGM Wealth Management, LLC 42
Proffitt & Goodson Inc 42
Stock Yards Bank & Trust Co 42
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 42
Brass Tax Wealth Management, Inc 42
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 42
Bbr Partners, Llc 42
Peterson Financial Group, Inc. 42
Jackson Square Capital, Llc 42
TCNBX - FundVantage Trust - Ambrus Tax-Conscious National Bond Fund Institutional Class 42
Timber Creek Capital Management LLC 42
CFO4Life Group, LLC 42
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 42
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 42
4Thought Financial Group Inc. 42
Pennsylvania Trust Co 42
Cabot Wealth Management Inc 42
Acorn Financial Advisory Services Inc /adv 42
Planning Capital Management Corp 42
John Hancock Collateral Trust - John Hancock Collateral Trust 42
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 42
Optas, LLC 42
Little House Capital Llc 42
DCM Advisors, LLC 42
Canton Hathaway, LLC 42
Ariadne Wealth Management, LP 42
Nuveen Municipal Credit Income Fund 42
Private Bank & Trust Co 42
Halpern Financial, Inc. 42
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 42
IFC & Insurance Marketing, Inc. 42
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 42
Clear Perspective Advisors, LLC 42
ArrowMark Colorado Holdings LLC 42
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 42
Balasa Dinverno & Foltz Llc 42
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 42
Holistic Financial Partners 42
Bragg Financial Advisors, Inc 42
Bluefin Capital Management, Llc 42
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 42
J. Safra Sarasin Holding AG 42
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 42
Horizon Financial Services, Llc 42
BLB&B Advisors, LLC 42
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 42
Ackerman Capital Advisors, LLC 41
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 41
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 41
Clough Global Equity Fund 41
Clear Investment Research, Llc 41
Bank of Jackson Hole Trust 41
Cullen Capital Management, LLC 41
Scissortail Wealth Management, LLC 41
Bernard Wealth Management Corp. 41
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 41
APBDX - Cavanal Hill Funds - Bond Fund Investor 41
Consector Capital, LP 41
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 41
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 41
Shamrock Asset Management LLC 41
USVT - Ultimus Managers Trust - US VALUE ETF 41
Advisory Resource Group 41
HoldCo Asset Management, L.P. 41
Zhang Financial LLC 41
Oak Thistle LLC 41
Watershed Asset Management, L.L.C. 41
Empirical Finance, LLC 41
DLD Asset Management, LP 41
SNS Financial Group, LLC 41
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 41
Tru Independence Asset Management 2, Llc 41
Gateway Investment Advisers Llc 41
Intelligence Driven Advisers, LLC 41
Green Square Capital Advisors Llc 41
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 41
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 41
Roman Butler Fullerton & Co 41
Avalon Trust Co 41
Brio Consultants, LLC 41
Pzena Investment Management Llc 41
Align Financial, LLC 41
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 41
Leigh Baldwin & Co., Llc 41
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 41
Welch Group, LLC 41
Cinctive Capital Management LP 41
FLP Wealth Management, LLC 41
Seidman Lawrence B 41
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 41
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 41
Cedar Wealth Management, LLC 41
Eagle Strategies LLC 41
Greykasell Wealth Strategies, Inc. 41
VCGAX - VALIC Co I - Growth & Income Fund 41
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 41
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 41
Lombard Odier Asset Management (USA) Corp 41
Jag Capital Management, Llc 41
FSEC - Fidelity Merrimack Street Trust - Fidelity Investment Grade Securitized ETF 41
Marcum Wealth, LLC 41
LaSalle St. Investment Advisors, LLC 41
Tradeworx Inc. 41
Lumature Wealth Partners, LLC 41
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 41
Polaris Capital Management, LLC 41
Foster Dykema Cabot & Partners, Llc 41
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 41
Perpetual Ltd 41
Ossiam 41
Novare Capital Management Llc 41
Chilton Investment Co Llc 41
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 41
Minerva Advisors LLC 41
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 41
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 41
Carr Financial Group Corp 41
MWERX - METROPOLITAN WEST FUNDS - MetWest ESG Securitized Fund Class M 41
Lebenthal Asset Management, LLC 41
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 41
MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y 41
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 41
Cypress Capital Group 41
Greenline Partners, LLC 41
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 41
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 41
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 41
Goelzer Investment Management, Inc. 41
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 41
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 41
Jump Trading, LLC 41
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 41
PPM Funds - PPM Long Short Credit Fund (Inst) 41
Magnolia Capital Advisors Llc 41
Blackhawk Capital Partners LLC. 41
Bainco International Investors 41
Oppenheimer Quest For Value Funds 41
Royal London Asset Management Ltd 41
W.G. Shaheen & Associates DBA Whitney & Co 41
Lehman Financial Resources, Inc. 41
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 41
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 41
Altshuler Shaham Ltd 41
Price Capital Management, Inc. 41
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 41
Crumly & Associates Inc. 41
Dimension Capital Management Llc 41
Stelac Advisory Services LLC 41
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 40
BlueChip Wealth Advisors LLC 40
Aspire Wealth Management Corp 40
Bremer Bank National Association 40
Indivisible Partners 40
Rice Hall James & Associates, Llc 40
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 40
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 40
Sarver Vrooman Wealth Advisors 40
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 40
Victory Financial Group, Llc 40
SDHAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A 40
Norway Savings Bank 40
Compass Financial Services Inc 40
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 40
Jim Saulnier & Associates, Llc 40
American Financial Group Inc 40
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 40
Revolve Wealth Partners, LLC 40
SOL Capital Management CO 40
WorthPointe, LLC 40
Texas Capital Bank Wealth Management Services Inc 40
CTC Alternative Strategies, Ltd. 40
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 40
Twin Focus Capital Partners, Llc 40
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 40
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 40
WBLNX - WILLIAM BLAIR FUNDS - William Blair Low Duration Fund Class N 40
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 40
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 40
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 40
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 40
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 40
Ninety One UK Ltd 40
Invictus RG Pte. Ltd. 40
Connecticut Wealth Management, LLC 40
San Luis Wealth Advisors LLC 40
Western Asset High Income Opportunity Fund Inc. 40
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 40
Tlp Group Llc 40
Gratus Capital LLC 40
TRANSAMERICA SERIES TRUST - Transamerica AEGON U.S. Government Securities VP Initial 40
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 40
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 40
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 40
Main Management LLC 40
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 40
WJ Wealth Management, LLC 40
Kesler, Norman & Wride, LLC 40
High Falls Advisors, Inc 40
PGSIX - PUTNAM MORTGAGE SECURITIES FUND - PUTNAM U S GOVERNMENT INCOME TRUST Class A Shares 40
FSTQX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Developed Markets Bond Index Fund 40
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 40
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 40
AdvisorShares Investments LLC 40
JT Stratford LLC 40
Sigma Investment Counselors Inc 40
CarsonAllaria Wealth Management, Ltd. 40
First Eagle Investment Management, LLC 40
Diversified, LLC 40
Wolf Group Capital Advisors 40
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 40
True North Advisors, LLC 40
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 40
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 40
Arq Wealth Advisors, Llc 40
S.A. Mason LLC 40
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 40
River & Mercantile Asset Management Llp 40
Forward Management, LLC 40
Miller Howard Investments Inc /ny 40
Roundview Capital LLC 40
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 40
Moody Aldrich Partners Llc 40
Vista Investment Management 40
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 40
TRSY - DBX ETF TRUST - Xtrackers US 0-1 Year Treasury ETF 40
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 40
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 40
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 40
Vermillion & White Wealth Management Group, LLC 40
UniSuper Management Pty Ltd 40
Spirit Of America Management Corp/ny 40
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 39
Groupama Asset Managment 39
Quantum Capital Management 39
Morgan Dempsey Capital Management Llc 39
RBB FUND, INC. - Aquarius International Fund 39
Integre Asset Management, LLC 39
Tradewinds, LLC. 39
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 39
Pictet North America Advisors SA 39
IMS Capital Management 39
Compass Ion Advisors, LLC 39
AGZ - iSHARES TRUST - iShares Agency Bond ETF 39
AA Financial Advisors, LLC 39
Pasadena Private Wealth, LLC 39
Athanor Capital, Lp 39
Smith Affiliated Capital Corp. 39
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 39
Gries Financial Llc 39
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 39
Ifrah Financial Services, Inc. 39
Sovereign Financial Group, Inc. 39
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 39
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 39
Bellecapital International Ltd. 39
Advance Capital Management, Inc. 39
Vertex One Asset Management Inc. 39
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 39
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 39
9258 Wealth Management, LLC 39
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 39
Stancorp Investment Advisers Inc 39
Kiwi Wealth Investments Limited Partnership 39
Mirador Capital Partners LP 39
Everhart Financial Group, Inc. 39
Guerra Advisors Inc 39
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 39
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 39
Gilbert & Cook, Inc. 39
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 39
FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund 39
Stonehage Fleming Financial Services Holdings Ltd 39
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 39
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 39
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 39
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 39
Triangle Securities Wealth Management 39
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 39
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 39
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 39
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 39
Charter Trust Co 39
180 Wealth Advisors, Llc 39
1492 Capital Management LLC 39
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 39
Charles Schwab Investment Advisory, Inc. 39
Canandaigua National Bank & Trust Co 39
Hurley Capital, LLC 39
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 39
EMHC - SPDR SERIES TRUST - SPDR Bloomberg Barclays Emerging Markets USD Bond ETF 39
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 39
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 39
Wingate Wealth Advisors, Inc. 39
Platform Technology Partners 39
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 39
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 39
Boston Common Asset Management, LLC 39
Dowling & Yahnke Llc 39
Royce Micro-cap Trust, Inc /md/ 39
Dynasty Wealth Management, Llc 39
Taylor, Cottrill, Erickson & Associates, Inc. 39
Optivise Advisory Services LLC 39
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 39
New England Private Wealth Advisors LLC 39
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 39
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 39
Barber Financial Group, Inc. 39
Richard P Slaughter Associates Inc 39
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 39
Strengthening Families & Communities, LLC 39
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 39
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 39
Qp Wealth Management, Llc 39
Investment Research & Advisory Group, Inc. 39
De Lisle Partners LLP 39
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 39
Stewardship Advisors, LLC 39
Graticule Asia Macro Advisors LLC 39
USGNX - USAA MUTUAL FUNDS TRUST - Government Securities Fund Shares 39
Jackson Wealth Management, LLC 39
Cabana Llc 39
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 39
FLGV - Franklin Templeton ETF Trust - Franklin Liberty U.S. Treasury Bond ETF 39
Meiji Yasuda Asset Management Co Ltd. 39
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 39
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 39
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 39
Cobblestone Capital Advisors Llc /ny/ 39
U S Global Investors Inc 39
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 39
KPP Advisory Services LLC 39
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 39
Angel Oak Dynamic Financial Strategies Income Term Trust 39
ACTHX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco High Yield Municipal Fund Class A 39
CCMG - EA Series Trust - CCM Global Equity ETF 39
Dixon Hubard Feinour & Brown Inc/va 39
New England Research & Management, Inc. 39
Ceredex Value Advisors LLC 39
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 39
Simmons Bank 39
Strategic Global Advisors, LLC 39
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 39
Israel Discount Bank of New York 39
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 39
Trust Co Of Virginia /va 39
Caas Capital Management Lp 39
Graypoint LLC 39
Garde Capital, Inc. 39
Nicholas Investment Partners, LP 39
Ssi Investment Management Llc 39
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 39
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 39
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 39
Lombard Odier Asset Management (Europe) Ltd 39
Madison Investment Holdings Inc 39
JPMB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan USD Emerging Markets Sovereign Bond ETF 39
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 39
TrinityPoint Wealth, LLC 39
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 39
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 39
Smith, Salley & Associates 38
Pointe Capital Management LLC 38
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 38
Wilmington Trust, National Association 38
Blue Sky Asset Management, LLC 38
SBFAX - Trust for Advised Portfolios - 1919 Financial Services Fund Class A 38
Hnp Capital Llc 38
GSAAX - GOLDMAN SACHS TRUST - Goldman Sachs Municipal Income Completion Fund Separate Account Institutional Shares 38
STXV - EA Series Trust - Strive 1000 Value ETF 38
WT Wealth Management 38
Aua Capital Management, Llc 38
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 38
Nuveen Diversified Dividend & Income Fund 38
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 38
BancorpSouth Bank 38
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 38
Aureus Asset Management, LLC 38
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 38
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 38
Madison Asset Management, LLC 38
Banque Transatlantique SA 38
AQGNX - AQR Funds - AQR Global Equity Fund Class N 38
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 38
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 38
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 38
Clayton Financial Group LLC 38
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class 38
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 38
DFIGX - Dfa Investment Dimensions Group Inc - Dfa Intermediate Government Fixed Income Portfolio - Institutional Class 38
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 38
Sage Rhino Capital Llc 38
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 38
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 38
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 38
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 38
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 38
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 38
Fiduciary Financial Group, Llc 38
Pinnacle Wealth Management Group, Inc. 38
SWAN Capital LLC 38
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 38
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 38
Napa Wealth Management 38
Teachers Insurance & Annuity Association Of America 38
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 38
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 38
Atlas Wealth LLC 38
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 38
Rs Investment Management Co Llc 38
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 38
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 38
Transcendent Capital Group LLC 38
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 38
Rakuten Securities, Inc. 38
Security National Bank 38
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 38
Sterling Manor Financial, LLC 38
Stonecastle Financial Corp. 38
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 38
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 38
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 38
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 38
ICONIQ Capital, LLC 38
Tributary Capital Management, LLC 38
Hobart Private Capital, LLC 38
EFG Asset Management (Americas) Corp. 38
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 38
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 38
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 38
HCR Wealth Advisors 38
Foundry Financial Group, Inc. 38
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 38
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 38
Wells Fargo Global Dividend Opportunity Fund 38
Shilanski & Associates, Inc. 38
Western Asset High Yield Defined Opportunity Fund Inc. 38
Saranac Partners Ltd 38
Kfg Wealth Management, Llc 38
Tiverton Asset Management Llc 38
Abundance Wealth Counselors 38
VIPSX - VANGUARD BOND INDEX FUNDS - Vanguard Inflation-Protected Securities Fund Investor Shares 38
Achievement Holdings L.P. 38
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 38
Key Client Fiduciary Advisors, LLC 38
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 38
PAX Financial Group, LLC 38
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 38
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 38
HWG Holdings LP 38
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 38
Crescent Grove Advisors, LLC 38
Prevail Innovative Wealth Advisors, Llc 38
VMIDX - VALIC Co I - Mid Cap Index Fund 38
VTEI - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Bond ETF ETF Shares 38
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 38
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 38
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 38
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 38
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 38
Sunrise Financial Services, LLC 38
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 38
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 38
Affiance Financial, LLC 38
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 38
Urban Wealth Management, LLC 38
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 38
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 38
MTBAX - MAINSTAY FUNDS - MainStay MacKay Tax Free Bond Fund Class A 38
Global Endowment Management, LP 38
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 38
FEDERATED CORE TRUST - Emerging Markets Core Fund 38
XSVN - BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF 38
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 38
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 38
Andra AP-fonden 38
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 38
Bristlecone Advisors, LLC 38
Bluestein R H & Co 38
Blue Square Asset Management, Llc 38
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 38
BankPlus Trust Department 38
Midwest Professional Planners, LTD. 38
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 38
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 38
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 38
FKTIX - Franklin Federal Tax Free Income Fund - Franklin Federal Tax-free Income Fund Class A1 38
Iberiabank Corp 38
OP Asset Management Ltd 38
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 38
Rebalance, Llc 38
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 38
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 38
Putnam ETF Trust - Putnam ESG Core Bond ETF - 38
VSM Wealth Advisory, LLC 38
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 38
Sunpointe, LLC 37
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 37
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 37
Sculptor Capital LP 37
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 37
TrueWealth Advisors, LLC 37
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 37
Mayfair Advisory Group, LLC 37
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 37
Marshall Investment Management, Llc 37
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 37
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 37
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 37
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 37
Aberdeen Asset Management Plc/uk 37
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Aggressive Portfolio 37
Osborn Rohs Williams & Donohoe Ltd 37
Beacon Pointe Wealth Advisors, Llc 37
Coastwise Capital Group, LLC 37
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R 37
Investors Portfolio Services LLC 37
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 37
PGOVX - PIMCO FUNDS - PIMCO Long-Term U.S. Government Fund Institutional 37
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 37
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 37
Cordatus Wealth Management LLC 37
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 37
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 37
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 37
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 37
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 37
EBSAX - RBB FUND, INC. - Campbell Systematic Macro Fund Class A Shares 37
MML Series Investment Fund II - MML Equity Fund Initial Class 37
PCM Encore, LLC 37
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 37
Gyl Financial Synergies, Llc 37
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 37
D L Carlson Investment Group Inc 37
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 37
Argent Capital Management Llc 37
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 37
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 37
Zimmermann Investment Management & Planning Llc 37
Fcg Advisors, Llc 37
Westfield Capital Management Co Lp 37
TBH Global Asset Management, LLC 37
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 37
Invst, LLC 37
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 37
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 37
DLMOX - DoubleLine Funds Trust - DoubleLine Multi-Asset Trend Fund Class N 37
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 37
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 37
Capitolis Liquid Global Markets LLC 37
Acrisure Capital Management, LLC 37
Linden Thomas Advisory Services, LLC 37
Stilwell Value LLC 37
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 37
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 37
Goldstone Financial Group, LLC 37
Mattern Wealth Management LLC 37
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 37
Strategic Investment Advisors / MI 37
Lourd Capital, LLC 37
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 37
Strategic Value Bank Partners LLC 37
Financial Advantage, Inc. 37
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 37
Spdr S&p Midcap 400 Etf Trust 37
Bourgeon Capital Management Llc 37
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 37
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 37
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 37
Joseph Group Capital Management 37
Winton Capital Management Ltd 37
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 37
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 37
Taylor Hoffman Wealth Management 37
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 37
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 37
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 37
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 37
PIMCO FUNDS - PIMCO U.S. Government and Short-Term Investments Portfolio 37
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 37
Richmond Investment Services, LLC 37
Profunds - Profund Vp Ultramid-cap 37
Parkside Investments, LLC 37
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 37
Insight Wealth Strategies, LLC 37
Artisan Partners Limited Partnership 37
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 37
Westend Capital Management LLC 37
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 37
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 37
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 37
Davis Capital Partners, Llc 37
NOMIX - Northern Funds - Northern Mid Cap Index Fund 37
Diversified Enterprises, LLC 37
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class 37
Kerntke Otto McGlone Wealth Management Group 37
Tcfg Wealth Management, Llc 37
Private Management Group Inc 37
Genesee Valley Trust Co 37
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 37
Traub Capital Management LLC 37
Cornell Pochily Investment Advisors, Inc. 37
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 37
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 37
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 37
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 37
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 37
Wealthstar Advisors, Llc 37
Spears Abacus Advisors LLC 37
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 37
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 37
Dynamic Capital Management Ltd 37
SeaBridge Investment Advisors LLC 37
Cavalier Investments, LLC 37
Ascend Capital, Llc 37
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 37
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 37
ARS Wealth Advisors Group, LLC 37
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 37
Profunds - Profund Vp Mid-cap Value 37
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 37
First American Trust, Fsb 37
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 37
MDPIX - Profunds - Mid-cap Profund Investor Class 37
Stoneridge Investment Partners Llc 37
MLPIX - Profunds - Mid-cap Value Profund Investor Class 37
Guardian Capital Lp 37
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 37
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 37
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 37
UMPIX - Profunds - Ultramid-cap Profund Investor Class 37
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 37
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio III 37
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 37
Frank, Rimerman Advisors LLC 37
IFM Investors Pty Ltd 37
Mitchell Capital Management Co 37
Fortem Financial Group, Llc 37
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 37
HighVista Strategies LLC 37
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 37
Marks Group Wealth Management, Inc 37
Gary Goldberg Planning Services Inc 37
Acima Private Wealth, Llc 37
Infrastructure Capital Advisors, Llc 37
Matthew Goff Investment Advisor, LLC 37
MAFAX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class A Shares 37
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 37
APFBX - Cavanal Hill Funds - Moderate Duration Fund Investor 37
Aris Wealth Services, Inc. 37
Redmont Wealth Advisors Llc 37
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 37
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 37
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 37
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 37
Tobam 36
Monetary Management Group Inc 36
PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z 36
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 36
Advance Capital I Inc 36
Westchester Capital Management, LLC 36
Heritage Financial Services, LLC 36
IEF - iSHARES TRUST - iShares 7-10 Year Treasury Bond ETF 36
Columbia Funds Variable Series Trust II - CTIVP - Wells Fargo Short Duration Government Fund Class 1 36
Mma Asset Management Llc 36
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 36
Precedent Wealth Partners, Llc 36
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 36
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 36
Paladin Advisory Group, LLC 36
NorthAvenue LLC 36
SUPRX - Two Roads Shared Trust - Superfund Managed Futures Strategy Fund Class A 36
Chiron Capital Management, Llc 36
Tranquility Partners, LLC 36
Northeast Financial Consultants Inc 36
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 36
Y.D. More Investments Ltd 36
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 36
La Banque Postale Asset Management SA 36
Mairs & Power Inc 36
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 36
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 36
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 36
BlackDiamond Wealth Management Inc. 36
Nissay Asset Management Corp /japan/ /adv 36
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 36
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 36
Financial Synergies Wealth Advisors, Inc. 36
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 36
Juncture Wealth Strategies, Llc 36
Aries Wealth Management 36
Bp Plc 36
Lifeworks Advisors, LLC 36
West Bancorporation Inc 36
Riversedge Advisors, Llc 36
Asset Allocation Strategies LLC 36
Edmond De Rothschild (suisse) S.a. 36
Cambridge Advisors Inc. 36
Principal Street Partners, LLC 36
K.J. Harrison & Partners Inc 36
Stadion Money Management, LLC 36
Ntv Asset Management Llc 36
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 36
Wealthstreet Investment Advisors, LLC 36
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 36
Griffin Asset Management, Inc. 36
Klaas Financial Asset Advisors, LLC 36
Insight Wealth Partners, LLC 36
Ramiah Investment Group 36
WestEnd Advisors, LLC 36
Mosaic Family Wealth Partners, Llc 36
Ellsworth Advisors, LLC 36
Crusonia Wealth Advisors LLC 36
TIAA Wealth Investment Management LLC 36
NovaPoint Capital, LLC 36
American Institute for Advanced Investment Management, LLP 36
Galvin, Gaustad & Stein, LLC 36
Valley Brook Capital Group, Inc. 36
Addison Capital Co 36
Deltec Asset Management Llc 36
Endeavor Private Wealth, Inc. 36
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 36
Horizon Kinetics LLC 36
Kb Financial Partners, Llc 36
WGSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Government Securities Fund Class C 36
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A 36
Community Bank System, Inc. 36
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 36
DFFGX - Dfa Investment Dimensions Group Inc - Dfa Short-term Government Portfolio - Institutional Class 36
Patten & Patten Inc/tn 36
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 36
Donoghue Forlines LLC 36
Sphinx Trading, Lp 36
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Conservative Portfolio 36
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 36
Tempus Wealth Planning, LLC 36
Boreal Capital Management LLC 36
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 36
Breton Hill Capital Ltd. 36
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 36
TGRNX - TIAA-CREF FUNDS - TIAA-CREF Green Bond Fund Institutional Class 36
PenderFund Capital Management Ltd. 36
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 36
Reyes Financial Architecture, Inc. 36
Piershale Financial Group, Inc. 36
AMJ Financial Wealth Management 36
Lockheed Martin Investment Management Co 36
North Dakota State Investment Board 36
Enterprise Trust & Investment Co 36
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 36
SFE Investment Counsel 36
Hodges Capital Management Inc. 36
BridgePort Financial Solutions, LLC 36
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 36
North Capital, Inc. 36
Coastal Bridge Advisors, LLC 36
Smart Money Group LLC 36
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 36
Frontier Investment Mgmt Co 36
Kodai Capital Management LP 36
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 36
American Independence Funds Trust 36
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 36
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 36
Full18 Capital LLC 36
EdgeRock Capital LLC 36
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 36
Vestor Capital, Llc 36
Vestpro Financial Partners, Inc. Dba Cpf Texas 35
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 35
Farmer Steven Patrick 35
Riverwater Partners LLC 35
Punch & Associates Investment Management, Inc. 35
Twin Capital Management Inc 35
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 35
Range Financial Group LLC 35
Cypress Point Wealth Management, LLC 35
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 35
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 35
Steinberg Global Asset Management 35
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 35
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 35
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A 35
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 35
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 35
Butensky & Cohen Financial Security, Inc 35
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 35
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 35
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 35
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 35
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 35
Flagship Private Wealth, LLC 35
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 35
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 35
Lehman & Derafelo Financial Resources LLC 35
AIEQ - ETF Managers Trust - AI Powered Equity ETF 35
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 35
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 35
Tilia Fiduciary Partners, Inc. 35
Palladiem, Llc 35
Strategic Advisors LLC 35
Nuveen Multi-market Income Fund 35
Sabal Trust CO 35
AT Bancorp 35
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 35
Foster Group, Inc. 35
Goodwin Investment Advisory 35
Cm Wealth Advisors Llc 35
Systematic Alpha Investments, LLC 35
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 35
Legacy Bridge, LLC 35
Gdl Fund 35
Brown Advisory Securities, LLC 35
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 35
Easterly Investment Partners Llc 35
Bienville Capital Management, LLC 35
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 35
High Point Bank & Trust Co 35
Glg Llc 35
Wilkerson Advisory Group LLC 35
Heartland Bank & Trust Co 35
ID Management A/S 35
Trademark Financial Management, LLC 35
Meramec Financial Planners, LLC 35
Wcm Investment Management, Llc 35
Raffles Associates Lp 35
SPX Equities Gestao de Recursos Ltda 35
Perella Weinberg Partners Capital Management LP 35
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 35
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 35
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 35
MERVX - MERGER FUND VL - The Merger Fund VL 35
Alpine Associates Management Inc. 35
Mystic Asset Management, Inc. 35
Lineweaver Wealth Advisors, LLC 35
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 35
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 35
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 35
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 35
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 35
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 35
Pinnacle Family Advisors, LLC 35
XY Planning Network, Inc. 35
Family Wealth Group, LLC 35
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 35
Greenland Capital Management LP 35
Achmea Investment Management B.V. 35
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 35
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 35
Thornburg Investment Management Inc 35
CPI - IndexIQ ETF Trust - IQ Real Return ETF 35
F&C Asset Management plc 35
Walker Asset Management, LLC 35
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 35
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF 35
Hamel Associates, Inc. 35
ABASX - AB TRUST - AB Discovery Value Fund Class A 35
J Arnold Wealth Management Co 35
Fernwood Investment Management, LLC 35
Duncan Williams Asset Management, LLC 35
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 35
New England Capital Financial Advisors LLC 35
Capasso Planning Partners LLC 35
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 35
Arbor Capital Management Inc /adv 35
LifeSteps Financial, Inc. 35
New England Asset Management Inc 35
Gallacher Capital Management LLC 35
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 35
VPVLTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Long-Term U.S. Government Portfolio Administrative 35
Levin Capital Strategies, L.p. 35
M&G Plc 35
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 35
Waddell & Associates, Llc 35
Wealthstream Advisors, Inc. 35
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 35
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 35
Islay Capital Management, Llc 35
Highland Private Wealth Management 35
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 35
TFBYX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Short Term Bond Fund Y Class 35
TradeLink Global Equity LLC 35
Lowe Brockenbrough & Co Inc 35
XEMD - BondBloxx ETF Trust - BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF 35
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 35
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 35
Breakwater Investment Management 35
Jackson Thornton Asset Management, Llc 35
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 35
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 35
PIMCO FUNDS - PIMCO International Portfolio 35
Arlington Financial Advisors, LLC 35
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 35
Stearns Financial Services Group 35
South Texas Money Management Ltd 35
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 35
Fenimore Asset Management Inc 35
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 35
Delphi Management Inc /ma/ 35
Motley Fool Wealth Management, LLC 35
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 35
ARGA Investment Management, LP 35
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 35
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 35
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 35
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 35
S&t Bank/pa 35
Weil Company, Inc. 35
Wilmington Trust Co 35
Curbstone Financial Management Corp 35
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 34
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 34
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 34
Iron Financial, LLC 34
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 34
Amica Mutual Insurance Co 34
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 34
Eubel Brady & Suttman Asset Management Inc 34
Swedbank AB 34
Teamwork Financial Advisors, LLC 34
Vaughan David Investments Inc/il 34
Forsta Ap-fonden 34
PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I 34
Marietta Investment Partners Llc 34
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 34
Sterne Agee Group, Inc. 34
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 34
Paladin Wealth, LLC 34
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 34
S.C. Financial Services, Inc. 34
Cardinal Point Capital Management, ULC 34
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 34
National Pension Service 34
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 34
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 34
qPULA Trading Management LP 34
DAINX - Dunham Funds - Dunham International Stock Fund Class A 34
E Six Thirteen, Llc 34
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 34
Schulz Wealth, LTD. 34
FirstMerit Bank N A Trustee 34
Sagefield Capital LP 34
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 34
OHIO NATIONAL FUND INC - ON Bond Portfolio 34
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 34
Ada Investment Management, LP 34
KIFAX - Forward Funds - Salient Select Income Fund Class A 34
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 34
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 34
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 34
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 34
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 34
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 34
Vanguard Explorer Fund 34
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 34
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 34
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 34
L2 Asset Management, LLC 34
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 34
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 34
Impax Asset Management Group plc 34
Mowery & Schoenfeld Wealth Management, LLC 34
Falcon Wealth Planning 34
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 34
Delphi Private Advisors LLC 34
Sterling Financial Planning, Inc. 34
Searle & Co. 34
American National Insurance Co /tx/ 34
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 34
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 34
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 34
Ranger Investment Management, L.P. 34
Trillium Asset Management, Llc 34
VGUS - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Ultra-Short Treasury ETF ETF Shares 34
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 34
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 34
Advisortrust Partners, Llc 34
Karlinski Andrew C 34
United Financial Planning Group LLC 34
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 34
Strategic Advocates LLC 34
Elevation Series Trust - RiverNorth Patriot ETF 34
Desjardins Global Asset Management Inc. 34
Copia Wealth Management 34
DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z 34
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 34
Qsemble Capital Management, LP 34
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 34
Bank Of The West 34
Hochman Cole Investment Advisors, Inc. 34
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 34
Financiere des Professionnels - Fonds d,investissement inc. 34
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 34
Bravera Wealth 34
Marietta Wealth Management, LLC 34
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 34
VSCFX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class P 34
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 34
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund 34
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 34
Abound Financial, Llc 34
Mason & Associates Inc 34
Roof Eidam & Maycock/adv 34
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 34
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 34
J. Goldman & Co LP 34
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 34
Vanguard National Trust Co 34
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 34
Willis Johnson & Associates, Inc. 34
Tower Bridge Advisors 34
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 34
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 34
Garda Capital Partners Lp 34
Nvest Wealth Strategies, Inc. 34
Fairway Wealth LLC 33
Benchmark Investment Advisors LLC 33
Hoxton Planning & Management, LLC 33
3D/L Capital Management, LLC 33
Nuveen Amt-free Quality Municipal Income Fund 33
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 33
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund 33
Capital International Sarl 33
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 33
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 33
Jessup Wealth Management, Inc 33
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 33
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 33
First Fiduciary Investment Counsel, Inc. 33
PYCRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden California Municipal Income Fund (Investor Class) 33
Howard Capital Management Inc. 33
Saba Capital Management, L.P. 33
Price Wealth Management, Inc. 33
HighTower Trust Services, LTA 33
Schonfeld Group Holdings LLC 33
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 33
Investment House Llc 33
Mfs High Income Municipal Trust 33
Mfs High Yield Municipal Trust 33
United Asset Strategies, Inc. 33
Mn Services Vermogensbeheer B.V. 33
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 33
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 33
Birchbrook, Inc. 33
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 33
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 33
Kassirer Asset Management Corp 33
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 33
MorganRosel Wealth Management, LLC 33
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 33
CT Financial Advisors LLC 33
Redpoint Investment Management Pty Ltd 33
Boenning & Scattergood, Inc. 33
Kula Investments, LLC 33
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 33
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 33
Seeyond 33
Worldquant Millennium Advisors Llc 33
Kraematon Investment Advisors, Inc 33
Citizens National Bank Trust Department 33
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 33
LFA - Lugano Financial Advisors SA 33
PNC Managed Account Solutions, Inc. 33
Adams Wealth Management 33
PEDIX - PIMCO FUNDS - PIMCO Extended Duration Fund Institutional 33
WealthCare Investment Partners, LLC 33
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 33
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 33
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 33
Standard Life Investments LTD 33
Endicott Management Co 33
Daiwa Capital Markets America Inc. 33
Meristem Family Wealth, LLC 33
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 33
D.B. Root & Company, LLC 33
Wilmington Funds Management Corp 33
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 33
Menora Mivtachim Holdings Ltd. 33
Baader Bank INC 33
Centennial Bank/AR/ 33
Wall Street Financial Group, Inc. 33
Tectonic Advisors Llc 33
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 33
Pvg Asset Management Corp 33
Franklin Street Advisors Inc /nc 33
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 33
Caliber Wealth Management, LLC / KS 33
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 33
White Pine Capital Llc 33
Navalign, LLC 33
Rivernorth Capital Management, Llc 33
Strategic Family Wealth Counselors, L.L.C. 33
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 33
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 33
Lavaca Capital Llc 33
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 33
Precision Wealth Strategies, LLC 33
Paragon Wealth Strategies, LLC 33
Monroe Bank & Trust/mi 33
BlueMar Capital Management, LLC 33
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 33
Piscataqua Savings Bank 33
Amica Retiree Medical Trust 33
Snow Capital Management Lp 33
Grey Street Capital, LLC 33
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 33
Bank Of Nova Scotia Trust Co 33
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 33
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 33
Tounjian Advisory Partners, Llc 33
Napier Financial, LLC 33
Security Financial Services, INC. 33
Birchcreek Wealth Management, LLC 33
CHURCHILL MANAGEMENT Corp 33
Firethorn Wealth Partners, Llc 33
PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A 33
City Center Advisors, LLC 33
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 33
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 33
West Michigan Advisors, Llc 33
Fortis Capital Management LLC 33
FLC Capital Advisors 33
Peregrine Asset Advisers, Inc. 33
Ruffer LLP 33
Pinnacle Private Wealth, LLC 33
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 33
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 33
Leap Investments Lp 33
Capital International Inc /ca/ 33
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 33
DFYGX - Dimensional Investment Group Inc - Dfa Two-year Government Portfolio 33
Morris Retirement Advisors, LLC 33
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 33
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 33
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 33
THRIVENT SERIES FUND INC - Thrivent Government Bond Portfolio Class A 33
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 33
Freedman Financial Associates, Inc. 33
Budros, Ruhlin & Roe, Inc. 33
Klingenstein Fields & Co Lp 33
Fort Pitt Capital Group, Llc 33
Dai-Ichi Life Insurance Company, Ltd 33
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 33
Geduld E E 33
Uniting Wealth Partners, LLC 33
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 33
Plotkin Financial Advisors, LLC 33
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 33
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 33
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 33
Chapman Financial Group, Llc 33
Hartline Investment Corp/ 33
QTR Family Wealth, LLC 33
Revisor Wealth Management LLC 33
Diversified Portfolios, Inc. 33
Houlihan Financial Resource Group, Ltd. 33
Clarfeld Financial Advisors, Llc 33
Family Asset Management, LLC 33
Team Financial Group, LLC 33
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 33
Western Financial Corp/CA 33
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 32
B&D White Capital Company, LLC 32
Sugar Maple Asset Management, LLC 32
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 32
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 32
Covington Investment Advisors Inc. 32
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 32
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 32
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 32
Ostrum Asset Management 32
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 32
Prosperity Wealth Management, Inc. 32
Bill Few Associates, Inc. 32
PRIPX - T. Rowe Price Inflation Protected Bond Fund, Inc. - T. Rowe Price Inflation Protected Bond Fund, Inc. 32
Granite Investment Partners, LLC 32
NINE MASTS CAPITAL Ltd 32
First Merchants Corp 32
Cna Financial Corp 32
Focused Alpha, Llc 32
Greenwich Investment Management, Inc. 32
B. Riley Financial, Inc. 32
Vantage Financial Partners, LLC 32
ISWN - Amplify ETF Trust - Amplify BlackSwan ISWN ETF 32
Beirne Wealth Consulting Services, LLC 32
Equitec Proprietary Markets, Llc 32
Tobias Financial Advisors, Inc. 32
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 32
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 32
iA Global Asset Management Inc. 32
Pentwater Capital Management LP 32
FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 32
Rps Advisory Solutions Llc 32
Gables Capital Management Inc. 32
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 32
PARK CIRCLE Co 32
Denver Wealth Management, Inc. 32
Oak Harbor Wealth Partners, Llc 32
Horizon Bancorp Inc /in/ 32
Boston Family Office Llc 32
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 32
Bear Mountain Capital, Inc. 32
WBRRX - WILLIAM BLAIR FUNDS - William Blair Income Fund Class N 32
Team Hewins, LLC 32
Advanced Series Trust - Ast High Yield Portfolio 32
Industrial Alliance Investment Management Inc. 32
Nuveen Quality Municipal Income Fund 32
Mfs Municipal Income Trust 32
Polar Capital Holdings Plc 32
Ferguson Shapiro LLC 32
Beck Bode, LLC 32
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 32
Godshalk Welsh Capital Management, Inc. 32
Compass Wealth Management LLC 32
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 32
Rede Wealth, LLC 32
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 32
Pinnacle Wealth Advisors 32
BFI Wealth Solutions, LLC 32
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 32
Amplify ETF Trust - Amplify BlackSwan Growth & Treasury Core ETF 32
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 32
Kempen Capital Management N.v. 32
Doliver Advisors, Lp 32
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 32
Sankala Group LLC 32
DiMeo Schneider & Associates, L.L.C. 32
PTHAX - PUTNAM TAX FREE INCOME TRUST - Putnam Tax-Free High Yield Fund Class C Shares 32
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 32
Wick Capital Partners, LLC 32
Signator Financial Services, Inc. 32
Dfa Investment Trust Co - The U.s. Large Cap Value Series 32
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 32
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 32
NuWave Investment Management, LLC 32
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 32
Global Strategic Investment Solutions, LLC 32
Douglass Winthrop Advisors, LLC 32
Richardson Capital Management LLC 32
Breiter Capital Management Inc 32
Live Oak Investment Partners 32
St. Johns Investment Management Company, LLC 32
Clear Perspectives Financial Planning, LLC 32
Tableaux Llc 32
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 32
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 32
DeDora Capital, Inc. 32
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 32
BTG Pactual Asset Management US LLC 32
Americafirst Capital Management, Llc 32
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 32
Spotlight Asset Group, Inc. 32
Cobiz Investment Management, Llc 32
Raiffeisen Bank International AG 32
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 32
FEDERATED INSURANCE SERIES - Federated Fund for U.S. Government Securities II 32
Accretive Wealth Partners, LLC 32
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 32
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 32
Acropolis Investment Management, LLC 32
Relative Value Fund 32
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 32
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 32
Swmg, Llc 32
Legend Financial Advisors, Inc. 32
TriaGen Wealth Management LLC 32
LMR Master Fund Ltd 32
Williams Jones Wealth Management, LLC. 32
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 32
PGIJX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Short Duration Multi-Sector Bond Fund C 32
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 32
Green Harvest Asset Management LLC 32
Paragon Private Wealth Management, LLC 32
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 32
Advanced Asset Management Advisors Inc 32
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 32
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 32
Metis Global Partners, LLC 32
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 32
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 32
Clark Asset Management, LLC 32
Integral Investment Advisors, Inc. 32
Somerset Trust Co 32
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 32
F/M Investments LLC 32
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 32
Shakespeare Wealth Management, Inc. 32
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 32
Aberdeen Asia-pacific Income Fund Inc 32
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 32
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 32
Brant Point Investment Management Llc 32
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 32
Aristotle Capital Boston, LLC 32
TILUX - MORGAN STANLEY PATHWAY FUNDS - Inflation-Linked Fixed Income Fund 32
Goodman Advisory Group, LLC 32
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 32
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 32
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 32
EMBD - Global X Funds - Global X Emerging Markets Bond ETF 32
Arbiter Partners Capital Management LLC 32
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 32
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 31
Salient Capital Advisors, LLC 31
Dagco, Inc. 31
Frisch Financial Group, Inc. 31
Full Sail Capital, LLC 31
Autumn Glory Partners, LLC 31
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 31
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 31
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 31
GSB Wealth Management, LLC 31
Capital Management Associates /ny/ 31
FGOAX - FEDERATED GOVERNMENT INCOME SECURITIES INC - FEDERATED GOVERNMENT INCOME SECURITIES INC Class A Shares 31
Usaa Etf Trust 31
Prosperity Financial Group, Inc. 31
Isthmus Partners, Llc 31
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 31
West Financial Advisors, LLC 31
Fullerton Fund Management Co Ltd 31
May Hill Capital, LLC 31
Custom Index Systems, Llc 31
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 31
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 31
Navis Wealth Advisors, LLC 31
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 31
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 31
Baron Silver Stevens Financial Advisors, Llc 31
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 31
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 31
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 31
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares 31
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 31
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 31
Waddell & Reed Advisors Funds 31
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 31
Stanford Investment Group, Inc. 31
HMS Capital Management, LLC 31
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 31
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 31
DBSCX - DoubleLine Funds Trust - Doubleline Selective Credit Fund Class I 31
Mosley Wealth Management 31
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 31
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 31
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 31
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 31
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 31
Founders Bank & Trust 31
Mariner Investment Group Llc 31
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 31
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 31
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 31
Texas Capital Bancshares Inc/tx 31
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 31
Proathlete Wealth Management Llc 31
CMBS - iSHARES TRUST - iShares CMBS ETF 31
Fiduciary Group LLC 31
Northstar Group, Inc. 31
Oversea-Chinese Banking CORP Ltd 31
HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A 31
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 31
Beck Mack & Oliver Llc 31
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND 31
AMF Pensionsforsakring AB 31
Mission Financial Group, LLC 31
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 31
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 31
Guyasuta Investment Advisors Inc 31
FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF 31
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 31
RIA Advisory Group LLC 31
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 31
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 31
Western Asset/claymore Inflation-linked Securities & Income Fund 31
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 31
Vertex Planning Partners, LLC 31
Centurion Wealth Management LLC 31
BRC Investment Management LLC 31
PDHAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Hard Currency Fund Class A 31
Nuveen Amt-free Municipal Credit Income Fund 31
Quantedge Capital Pte Ltd 31
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 31
Rocky Mountain Advisers, Llc 31
Royal Harbor Partners, LLC 31
TCW ETF Trust - TCW Core Plus Bond ETF 31
Wharton Business Group, LLC 31
Trifecta Capital Advisors, LLC 31
Townsend Asset Management Corp /nc/ /adv 31
Ti-trust, Inc 31
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 31
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 31
Cantor Fitzgerald Investment Adviser L.p. 31
Gilman Hill Asset Management, LLC 31
Davidson Investment Advisors 31
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 31
Ashfield Capital Partners, LLC 31
Quinn Opportunity Partners LLC 31
Watson Rebecca 31
Cascade Financial Partners, LLC 31
Smith Group Asset Management, LLC 31
Mesirow Institutional Investment Management, Inc. 31
Gen-Wealth Partners Inc 31
BlackRock Portfolio Management LLC 31
Clearbridge, Llc 31
Scoria Capital Partners LP 31
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 31
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 31
Smith & Howard Wealth Management, LLC 31
Carret Asset Management, Llc 31
Johnson Bixby & Associates, LLC 31
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 31
CFG Wealth Management Services, Inc. 31
VKMGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Quality Income Fund CLASS A 31
GGM Financials LLC 31
Nikulski Financial, Inc. 31
Kickstand Ventures, Llc. 31
Portolan Capital Management, LLC 31
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 31
Aevitas Wealth Management, Inc. 31
Hamilton Capital, LLC 31
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 31
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 31
Liberty Capital Management, Inc. 31
Mb, Levis & Associates, Llc 31
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 31
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 31
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 31
Windsor Group LTD 31
Abn Amro Investment Solutions 31
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 31
OmniStar Financial Group, Inc. 31
Efficient Advisors, LLC 31
Wealth Alliance Advisory Group, LLC 31
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 31
Ameliora Wealth Management Ltd. 31
Filbrandt Wealth Management, LLC 31
Sowa Financial Group, Inc. 31
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 31
ENDW - EA Series Trust - Cambria Endowment Style ETF 31
Mint Tower Capital Management B.V. 31
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 31
Hcim Trust 31
Andesa Financial Management Inc. 31
GSOIX - GOLDMAN SACHS TRUST - Goldman Sachs Government Income Fund Institutional 31
Connor Clark & Lunn Investment Management Ltd 31
Life Planning Partners, Inc 31
AIA Group Ltd 31
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 31
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 31
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 31
Hardy Reed LLC 31
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 31
Alpine Bank Wealth Management 31
Sanders Morris Harris Llc 31
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 31
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 31
Requisite Capital Management, LLC 31
Kades & Cheifetz LLC 30
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 30
BAM Wealth Management, LLC 30
Cornerstone Management, Inc. 30
Aristotle Capital Management, LLC 30
Fortress Private Ledger, Llc 30
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 30
Credit Industriel Et Commercial 30
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 30
Facet Wealth, Inc. 30
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 30
RKL Wealth Management LLC 30
Asset Advisors Corp 30
Canvas Wealth Advisors, LLC 30
Morningstar Investment Management LLC 30
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 30
Wambolt & Associates, LLC 30
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 30
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 30
One + One Wealth Management, Llc 30
Central Valley Advisors, Llc 30
Alliance Wealth Advisors, LLC /UT 30
Anderson Hoagland & Co 30
Fayez Sarofim & Co 30
Fjarde Ap-fonden /fourth Swedish National Pension Fund 30
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 30
Fort Sheridan Advisors Llc 30
Pacific Excel Wealth Advisors, Inc. 30
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 30
Marathon Capital Management 30
4J Wealth Management LLC 30
Accent Capital Management, LLC 30
TBFAX - THRIVENT MUTUAL FUNDS - Thrivent Government Bond Fund Class A 30
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 30
Hedeker Wealth, LLC 30
Asahi Life Asset Management Co., Ltd. 30
Stablepoint Partners, LLC 30
E&G Advisors, LP 30
Ballast, Inc. 30
Asset Planning Services, Ltd. 30
DAAVX - Dunham Funds - Dunham Dynamic Macro Fund Class A 30
Wright Fund Managment, LLC 30
Family Legacy, Inc. 30
Capitolis Advisors LLC 30
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 30
Renasant Bank 30
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 30
Havemeyer Place LP 30
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 30
Smallwood Wealth Investment Management, LLC 30
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 30
Henrickson Nauta Wealth Advisors, Inc. 30
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 30
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 30
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 30
Newfound Research LLC 30
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 30
Blue Arrow Capital Management Llc 30
Piper Sandler & Co. 30
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 30
Ipswich Investment Management Co., Inc. 30
Covenant Partners, LLC 30
MKT Advisors LLC 30
Boston Provident, L.p. 30
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 30
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 30
FSIWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Intermediate Treasury Bond Index Fund 30
Secured Retirement Advisors, Llc 30
Sanibel Captiva Trust Company, Inc. 30
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 30
Staley Capital Advisers Inc 30
Davis Investment Partners, LLC 30
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 30
Sumitomo Life Insurance Co 30
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 30
Whalerock Point Partners, Llc 30
Pacific Wealth Strategies Group, Inc. 30
Silicon Hills Wealth Management, LLC 30
Storebrand Asset Management As 30
COFG Advisors, LLC 30
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 30
Nicholas Hoffman & Company, LLC. 30
Eagle Ridge Investment Management 30
SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A 30
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 30
Moody Lynn & Lieberson, Llc 30
CRSOX - Credit Suisse Commodity Strategy Funds - Credit Suisse Commodity Return Strategy Fund Class I 30
Handelsinvest Investeringsforvaltning 30
Managed Account Series II - BlackRock U.S. Mortgage Portfolio Investor A Shares 30
Lakeridge Wealth Management LLC 30
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 30
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 30
LJI Wealth Management, LLC 30
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 30
Jarislowsky, Fraser Ltd 30
Azimuth Capital Investment Management LLC 30
CGC Financial Services, LLC 30
John G Ullman & Associates Inc 30
Bedel Financial Consulting Inc 30
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 30
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 30
Wells Fargo Multi-sector Income Fund 30
Wagner Wealth Management, Corp 30
Murphy, Middleton, Hinkle & Parker, Inc. 30
Lumbard & Kellner, LLC 30
Shepherd Financial Partners LLC 30
Frontier Capital Management Co Llc 30
Widmann Financial Services, Inc. 30
MFS VARIABLE INSURANCE TRUST II - MFS Global Governments Portfolio Initial Class 30
TrueMark Investments, LLC 30
Spectrum Asset Management, Inc. (NB/CA) 30
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 30
QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 30
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 30
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 30
Meiji Yasuda Life Insurance Co 30
MPSUX - BNY MELLON FUNDS TRUST - BNY Mellon Short-Term U.S. Government Securities Fund Class M Shares 30
JNL SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 30
Stableford Capital Ii Llc 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Inflation Protection Fund Standard Class II 30
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 30
Quantessence Capital LLC 30
LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A 30
Perritt Capital Management Inc 30
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 30
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 30
Highstreet Asset Management Inc. 30
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 30
Triasima Portfolio Management inc. 30
MainStreet Investment Advisors LLC 30
Southside Capital, Llc 30
Mediolanum International Funds Ltd 30
Keudell/Morrison Wealth Management 30
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 30
Reliant Wealth Planning 30
Partners Capital Investment Group, Llp 30
Aberdeen Global Income Fund Inc 30
Robbins Farley Llc 30
Mountain Pacific Investment Advisers Inc/id 30
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 30
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 30
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 30
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 30
Index Fund Advisors, Inc. 30
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 30
Naples Money Management LLC 30
Capstone Triton Financial Group, LLC 30
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 30
Stonebrook Private Inc. 30
Angeles Investment Advisors, LLC 30
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 30
First Allied Asset Management, Inc. 30
TPG Financial Advisors, LLC 30
Penseco Financial Services Corp 30
Haber Trilix Advisors, Lp 30
Bard Financial Services, Inc. 30
Maryland Capital Management 30
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 30
Euclid Advisors LLC 30
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 30
Eaton Vance Tax-managed Global Diversified Equity Income Fund 30
Gabelli Equity Trust Inc 30
Peddock Capital Advisors, Llc 30
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 30
KC Investment Advisors, LLC 30
Ramirez Asset Management, Inc. 30
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 30
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 30
Round Table Services, LLC 30
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 30
Kera Capital Partners, Inc. 30
MeadowBrook Investment Advisors LLC 30
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 30
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 30
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 30
Harris Associates L P 30
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 30
Tillar-Wenstrup Advisors, LLC 30
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 30
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 29
BLACKROCK FUNDS - BlackRock Total Factor Fund Institutional Shares 29
Ironwood Investment Counsel, LLC 29
Meridian Investment Counsel Inc. 29
Sandy Cove Advisors, LLC 29
Woodline Partners LP 29
Asio Capital, LLC 29
Mizuho Asset Management Co.,Ltd. 29
Invenomic Capital Management LP 29
BRAMX - Blackrock Allocation Target Shares - Bats Series M 29
PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional 29
Vigilare Wealth Management 29
Premier Asset Management Llc 29
Detalus Advisors, LLC 29
Holos Integrated Wealth LLC 29
Gluskin Sheff & Assoc Inc 29
Broadview Advisors Llc 29
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 29
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 29
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 29
Intact Investment Management Inc. 29
Oppenheimer Global Strategic Income Fund 29
Chartwell Investment Partners/pa 29
Ridgeworth Funds 29
Lloyds Banking Group plc 29
Lingohr & Partner Asset Management GmbH 29
Brick & Kyle, Associates 29
Northern Capital Management Llc 29
Becker Capital Management Inc 29
First Financial Equity Corporation 29
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 29
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 29
Burleson & Company, LLC 29
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 29
Redmond Asset Management, LLC 29
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 29
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 29
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell 29
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 29
MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A 29
Eisler Capital Management Ltd. 29
Lansforsakringar Fondforvaltning AB (publ) 29
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 29
Arcadia Investment Advisors Llc 29
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 29
Herndon Capital Management Llc 29
Foster Victor Wealth Advisors, LLC 29
Retirement Financial Solutions, Llc 29
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 29
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Global Equity Net Zero ETF 29
Alphagen Securities Llc 29
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 29
Genworth Financial Inc 29
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 29
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 29
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 29
Clough Capital Partners L P 29
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 29
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 29
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 29
Goldstein Advisors, LLC 29
Fdp Series, Inc. 29
Mfs Investment Grade Municipal Trust 29
Vision Retirement, LLC 29
STAR Financial Bank 29
Flynn Zito Capital Management, Llc 29
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 29
Praetorian Wealth Management, Inc. 29
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 29
Purpose Unlimited Inc. 29
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 29
Core Wealth Partners LLC 29
Inr Advisory Services Llc 29
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 29
Financial Freedom, LLC 29
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 29
TIP - iSHARES TRUST - iShares TIPS Bond ETF 29
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 29
Clark Wealth Partners 29
Lokken Investment Group LLC 29
Premier Fund Managers Ltd 29
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 29
Circle Wealth Management, LLC 29
RPG Investment Advisory, LLC 29
Freedom Wealth Alliance, Llc 29
BSMQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF 29
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 29
Quadcap Wealth Management, LLC 29
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 29
Blackrock Enhanced Government Fund, Inc. 29
Osterweis Capital Management Inc 29
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 29
Dv Equities, Llc 29
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 29
Fideuram Asset Management (Ireland) dac 29
Blueline Advisors Llc 29
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 29
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 29
Cascade Investment Advisors, Inc. 29
Tiaa Cref Trust Co Fsb/mo 29
DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I 29
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 29
Tower View Investment Management & Research LLC 29
PGGM Investments 29
NB Crossroads Private Markets Access Fund LLC 29
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 29
Matisse Capital 29
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 29
Baer Investment Advisory LLC 29
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 29
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 29
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 29
SFG Wealth Management, LLC. 29
ARS Wealth Advisors, LLC 29
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 29
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 29
Quantitative Advantage, LLC 29
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 29
GMODX - GMO TRUST - GMO Opportunistic Income Fund Class VI 29
Paradigm, Strategies in Wealth Management, LLC 29
Baron Wealth Management LLC 29
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 29
Murphy Capital Management Inc 29
Gabelli Dividend & Income Trust 29
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 29
Shay Capital LLC 29
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 29
Walled Lake Planning & Wealth Management, Llc 29
FKITX - Franklin Tax Free Trust - Franklin Federal Intermediate-term Tax-free Income Fund Class A1 29
North Square Investments Trust - North Square McKee Bond Fund Class I 29
JIHDX - John Hancock Funds II - High Yield Fund Class 1 29
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 29
Vinva Investment Management Ltd 29
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 29
Matrix Private Capital Group Llc 29
Proactive Wealth Strategies LLC 29
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 29
Steele Capital Management, Inc. 29
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 29
TruWealth Advisors, LLC 29
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 29
Western Pacific Wealth Management, LP 29
Mjp Associates Inc /adv 29
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 29
BUFT - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Buffered Allocation Defensive ETF 29
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 29
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 29
Mathes Company, Inc. 29
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 29
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 29
Campbell Wealth Management 29
Stonehearth Capital Management, LLC 29
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 29
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 29
Argent Financial Group, Inc. 29
Sightline Wealth Advisors, LLC 29
InterOcean Capital, LLC 29
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 29
LKFIX - LKCM Funds - LKCM Fixed Income Fund 29
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 29
Capital Planning Advisors, LLC 29
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 29
TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class 29
Jamison Private Wealth Management, Inc. 29
Investment Management Corp of Ontario 29
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 29
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 29
Moss Adams Wealth Advisors LLC 29
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 29
Accredited Wealth Management, LLC 29
Redwood Park Advisors LLC 29
Richards, Merrill & Peterson, Inc. 29
Fidelity Multi-Strategy Credit Fund 29
Edge Asset Management, Inc 29
Alphasimplex Group, Llc 29
Franklin Templeton ETF Trust - Franklin Income Focus ETF 29
Lucia Wealth Services, Llc 29
Prudent Man Advisors, LLC 29
Carillon Tower Advisers, Inc. 29
Howard Hughes Medical Institute 29
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 29
Brave Asset Management Inc 29
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 29
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 29
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 28
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 28
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 28
Summit Investment Advisory Services, LLC 28
Gabelli Equity Series Funds Inc 28
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 28
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 28
Gerstein Fisher 28
HFG Advisors, Inc. 28
Everpar Advisors Llc 28
Appleton Partners Inc/ma 28
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 28
Grandview Asset Management LLC 28
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 28
Delta Lloyd Nv 28
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 28
IFS Advisors, LLC 28
Landmark Wealth Management, LLC 28
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 28
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 28
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 28
Paragon Capital Management LLC 28
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 28
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 28
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 28
Round Rock Advisors, LLC 28
Greenup Street Wealth Management Llc 28
SmartHarvest Portfolios, LLC 28
Financial Sense Advisors, Inc. 28
Prio Wealth Limited Partnership 28
Briaud Financial Planning, Inc 28
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 28
Financial Insights, Inc. 28
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 28
MidAtlantic Capital Management, Inc. 28
Silvant Capital Management LLC 28
Harbor Financial Services, Llc 28
SEB Asset Management AB 28
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 28
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 28
Oppenheimer Global Multi-asset Income Fund 28
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 28
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 28
NOLVX - Northern Funds - Northern Large Cap Value Fund 28
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 28
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 28
Alliance Wealth Advisors, LLC 28
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 28
Watermark Asset Management, Inc. 28
Northwest Quadrant Wealth Management, LLC 28
Paragon Advisors, LLC 28
Windsor Creek Advisors, Llc 28
Stephenson National Bank & Trust 28
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 28
Deerfield Management Company, L.p. (series C) 28
McMillan Office, Inc. 28
Lyell Wealth Management, Lp 28
Cambridge Financial Group, LLC 28
Tyche Wealth Partners LLC 28
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 28
3 Factor Indexing, Llc 28
Sand Hill Global Advisors, LLC 28
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 28
MJT & Associates Financial Advisory Group, Inc. 28
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 28
Breogan Capital, Lp 28
Sonata Capital Group Inc 28
Centricity Wealth Management, LLC 28
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 28
JEMDX - JPMorgan Trust I - JPMorgan Emerging Markets Debt Fund Class I 28
GFG Capital, LLC 28
Knightsbridge Asset Management, Llc 28
HSBC FUNDS - HSBC Strategic Income Fund Class A 28
Profunds - Profund Vp Mid-cap Growth 28
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF 28
Apexium Financial, Lp 28
TAMUX - TRANSAMERICA FUNDS - Transamerica Intermediate Muni A 28
Beacon Harbor Wealth Advisors, Inc. 28
Western Standard LLC 28
Canandaigua National Corp 28
Axiom International Investors Llc /de 28
Traveka Wealth, LLC 28
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 28
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 28
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 28
Legg Mason Asset Management (Japan) Co., Ltd. 28
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 28
Hemenway Trust Co LLC 28
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 28
Adams Hall Wealth Advisors, LLC 28
Smallcap World Fund Inc 28
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 28
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 28
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 28
Cypress Capital, LLC 28
HORAN Wealth, LLC 28
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 28
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 28
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 28
UMNIX - LAZARD FUNDS INC - Lazard US Short Duration Fixed Income Portfolio Institutional Shares 28
PRFHX - T. Rowe Price Tax-Free High Yield Fund, Inc. - T. Rowe Price Tax-Free High Yield Fund, Inc. 28
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 28
Harfst & Associates, Inc. 28
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 28
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 28
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 28
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 28
Financial Strategy Network, LLC 28
Lionsbridge Wealth Management LLC 28
Causeway Capital Management Llc 28
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 28
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 28
Financial Network Wealth Management LLC 28
Sterneck Capital Management, LLC 28
W.H. Cornerstone Investments Inc. 28
CHICAGO TRUST Co NA 28
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 28
Advocate Investing Services LLC 28
Plato Investment Management Ltd 28
TKG Advisors, LLC 28
Lunt Capital Management, Inc. 28
Endowment Wealth Management, Inc. 28
Re Advisers Corp 28
Elevation Capital Advisory, LLC 28
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 28
Souders Financial Advisors 28
High Pointe Capital Management Llc 28
Offit Capital Advisors Llc 28
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 28
Rs Variable Products Trust 28
Capital World Growth & Income Fund 28
CXHYX - Voyageur Mutual Funds - Delaware National High-yield Municipal Bond Fund Class A 28
Crown Wealth Group, LLC 28
NISPX - Nuveen Managed Accounts Portfolios Trust - Nuveen Preferred Securities and Income Managed Accounts Portfolio Common Shares 28
Ariel Investments, Llc 28
Woodward Diversified Capital, Llc 28
O'Brien Wealth Partners LLC 28
Fifth Lane Capital, Lp 28
Granite Harbor Advisors, Inc. 28
Ironwood Investment Management Llc 28
Runnymede Capital Advisors, Inc. 28
Vanguard Capital Wealth Advisors 28
Fusion Investment Group, LLC 28
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 28
Roxbury Financial LLC 28
VELA Funds - VELA Short Duration Fund - Class A 28
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 28
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 28
New Hampshire Trust 28
Alphadyne Asset Management, LLC 28
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 28
TCFG Investment Advisors, LLC 28
Mine & Arao Wealth Creation & Management, LLC. 28
Fft Wealth Management Llc 28
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 28
Guardian Life Insurance Co Of America 28
ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class 28
Mfs Government Markets Income Trust 28
Landaas & Co /wi /adv 28
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 28
S.E.E.D. Planning Group LLC 28
TradeLink Capital LLC 28
Bridges Investment Management Inc 28
Cynosure Management, Llc 28
Turim 21 Investimentos Ltda. 28
Neville Rodie & Shaw Inc 28
JB Capital LLC 28
Hoese & Co LLP 28
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 28
Retirement Guys Formula Llc 28
Abacus Planning Group, Inc. 28
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 28
Echo Wealth Management, LLC 28
Sage Advisory Services, Ltd.Co. 27
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 27
Mount Lucas Management LP 27
Redwood Investments, LLC 27
Cerro Pacific Wealth Advisors LLC 27
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 27
SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A 27
Moneywise, Inc. 27
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 27
Trueblood Wealth Management, LLC 27
SigFig Wealth Management, LLC 27
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 27
Ullmann Financial Group, Inc. 27
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 27
MGSIX - MFS SERIES TRUST XIII - MFS Government Securities Fund I 27
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 27
MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y 27
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 27
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 27
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 27
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 27
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 27
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 27
JUCY - ETF Series Solutions - Aptus Enhanced Yield ETF 27
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 27
Apollon Financial, LLC 27
American State Bank (Iowa) 27
Pinebridge Investments Llc 27
Rock Creek Group, LP 27
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 27
Stux Capital Management, LLC 27
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 27
Alpha Financial Partners, LLC 27
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 27
AlphaQ Advisors LLC 27
Blackrock 2022 Global Income Opportunity Trust 27
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 27
PointState Capital LP 27
Ballast Rock Private Wealth LLC 27
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 27
55 North Private Wealth, LLC 27
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 27
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 27
FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 27
Fairman Group, LLC 27
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 27
Nicholas Company, Inc. 27
Hibernia Wealth Partners, LLC 27
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 27
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 27
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 27
Leicht Financial Planning & Wealth Management, Inc. 27
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 27
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 27
Canal Capital Management, LLC 27
Arbor Wealth Management, LLC 27
Vista Wealth Management Group, LLC 27
SkyOak Wealth, LLC 27
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 27
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 27
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 27
Alhambra Investment Partners LLC 27
Barr E S & Co 27
Duquesne Family Office LLC 27
Strategic Wealth Designers 27
Capital International Ltd /ca/ 27
Essential Planning, LLC. 27
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 27
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 27
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 27
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 27
Second Half Financial Partners, LLC 27
Polar Capital LLP 27
Sterling Financial Group, Inc. 27
Williams Jones & Associates LLC 27
Cheviot Value Management, LLC 27
Guardian Capital Advisors Lp 27
Manning & Napier Group, LLC 27
Seven Springs Wealth Group, LLC 27
Sutton Place Investors Llc 27
Gradient Capital Advisors, LLC 27
MANA Advisors LLC 27
Clifford Swan Investment Counsel Llc 27
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 27
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 27
Syntal Capital Partners, LLC 27
Renaissance Group Llc 27
My Legacy Advisors, LLC 27
JGP Wealth Management, LLC 27
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 27
HYA Advisors, Inc 27
Virginia National Bank 27
Verus Financial Partners, Inc. 27
Boys Arnold & Co Inc 27
Ascent Wealth Partners, LLC 27
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 27
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 27
RDMAX - Mutual Fund & Variable Insurance Trust - Rational/ReSolve Adaptive Asset Allocation Fund Class A 27
Howard Financial Services, Ltd. 27
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 27
Quilter Plc 27
Core Alternative Capital 27
Obermeyer Wood Investment Counsel, Lllp 27
East Coast Asset Management, LLC. 27
Horizon Kinetics Asset Management Llc 27
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 27
Bivin & Associates, Inc. 27
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 27
Telos Capital Management, Inc. 27
Hancock Whitney Investment Services Inc. 27
Hood River Capital Management LLC 27
Avaii Wealth Management, Llc 27
Capital Insight Partners, Llc 27
Gordian Capital Singapore Pte Ltd 27
Ransom Advisory, Ltd 27
Hillcrest Asset Management LLC 27
Carl P. Sherr & Co., LLC 27
Sonen Capital LLC 27
Sentinel Asset Management, Inc. 27
Evolution Advisers, Inc. 27
Financial Life Planners 27
Stegent Equity Advisors, Inc. 27
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 27
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 27
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 27
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 27
Southeast Asset Advisors Inc. 27
Skylands Capital, LLC 27
American Economic Planning Group Inc /adv 27
Keystone Financial Group, Inc. 27
Helen Stephens Group, LLC 27
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 27
Inspirion Wealth Advisors, Llc 27
Amica Pension Fund Board Of Trustees 27
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 27
Boston Financial Mangement Llc 27
Alethea Capital Management, Llc 27
Cornerstone Planning, LLC 27
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 27
Ninety One North America, Inc. 27
Gleason Group, Inc. 27
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 27
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 27
Verity & Verity, LLC 27
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 27
Bank OZK 27
ADVANCED SERIES TRUST - AST Bond Portfolio 2027 27
Threadgill Financial, Llc 27
Norinchukin Bank, The 27
TFR Capital, LLC. 27
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 27
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 27
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 27
Haven Private, LLC 27
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 27
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 27
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 27
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 27
First Financial Bank - Trust Division 27
Carnick & Kubik, LLC 27
Smithbridge Asset Management Inc/de 27
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 27
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 27
Burke & Herbert Bank & Trust Co 27
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 27
Atala Financial Inc 27
Botty Investors LLC 27
PENN SERIES FUNDS INC - Flexibly Managed Fund 27
Parr Mcknight Wealth Management Group, Llc 27
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 27
Parasol Investment Management, LLC 27
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 27
Graney & King, LLC 27
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 27
IronBridge Private Wealth, LLC 27
Riverchase Wealth Management, Llc 27
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 27
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 27
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 27
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 27
Chase Investment Counsel Corp 27
Bridge Advisory, LLC 27
Lombardia Capital Partners Llc 27
Waterfront Wealth Inc. 27
Kavar Capital Partners Group, Llc 27
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 26
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 26
Cumberland Partners Ltd 26
Demars Financial Group, LLC 26
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 26
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 26
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 26
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 26
Liberty All Star Equity Fund 26
Hermes Investment Management Ltd 26
Fairview Capital Investment Management, Llc 26
Olistico Wealth, LLC 26
Edge Financial Advisors LLC 26
PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund 26
MBEQX - M FUND INC - M International Equity Fund 26
PKS Advisory Services, LLC 26
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 26
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 26
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 26
Pitti Group Wealth Management, LLC 26
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 26
Sound View Wealth Advisors, Llc 26
Tri-continental Corp 26
Beach Investment Counsel Inc/pa 26
MXMCX - GREAT-WEST FUNDS INC - Great-West Ariel Mid Cap Value Fund Investor Class 26
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 26
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 26
Orser Capital Management, Llc 26
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 26
Resona Asset Management Co.,Ltd. 26
Harvard Management Co Inc 26
Edmond De Rothschild Asset Management (france) 26
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 26
GEMD - Goldman Sachs ETF Trust - Goldman Sachs Access Emerging Markets USD Bond ETF 26
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 26
MTGAX - MORGAN STANLEY MORTGAGE SECURITIES TRUST - Morgan Stanley Mortgage Securities Trust A 26
Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) 26
Willow Creek Wealth Management Inc. 26
Putnam Funds Trust - Putnam Mortgage Opportunities Fund Class I 26
United Income, Inc. 26
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 26
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 26
Legg Mason Bw Global Income Opportunities Fund Inc. 26
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 26
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 26
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 26
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 26
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 26
Trust Investment Advisors 26
Flagship Wealth Advisors, Llc 26
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 26
REDW Wealth LLC 26
Fairscale Capital, LLC 26
Maripau Wealth Management Llc 26
SMLAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Managed Municipal Bond Fund Class A 26
BLUX - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Dynamic Total Market ETF 26
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares 26
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 26
Armor Investment Advisors, LLC 26
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 26
Citizens & Northern Corp 26
SMI Advisory Services, LLC 26
CI Global Investments Inc. 26
Axis Wealth Partners, LLC 26
Southern Michigan Bank & Trust 26
MSH Capital Advisors LLC 26
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 26
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 26
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 26
LGT Group Foundation 26
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 26
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 26
University Of Texas/texas Am Investment Managment Co 26
Shapiro Capital Management Llc 26
McCarthy & Cox 26
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 26
Scout Investments, Inc. 26
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 26
Barnes Wealth Management Group, Inc 26
DMUSX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Intermediate Fund Class A 26
Wealth Architects, LLC 26
Kentucky Retirement Systems 26
Mirova 26
Cadence Bank Na 26
D. Scott Neal, Inc. 26
Blackstone Group Inc 26
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 26
AIFG Consultants Ltd. 26
Pettyjohn, Wood & White, Inc 26
Legacy Wealth Management, LLC / MS 26
Summit Asset Management, LLC 26
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 26
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 26
Sapience Investments, LLC 26
TGEIX - TCW FUNDS INC - TCW Emerging Markets Income Fund I Class 26
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 26
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 26
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 26
Hefty Wealth Partners 26
Brendel Financial Advisors LLC 26
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 26
SMITH HAYES Advisers, Inc 26
Resolute Advisors LLC 26
Stratton Management Co 26
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 26
Tritonpoint Wealth, Llc 26
WealthTrust Axiom LLC 26
Cape Cod Five Cents Savings Bank 26
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 26
Titleist Asset Management, Ltd. 26
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 26
Third Avenue Management Llc 26
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 26
Catalyst Private Wealth, Llc 26
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 26
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 26
Relyea Zuckerberg Hanson LLC 26
McNamara Financial Services, Inc. 26
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 26
Wealth Management Associates, Inc. 26
Tradition Capital Management Llc 26
Invesco Trust For Investment Grade Municipals 26
Grandeur Peak Global Advisors, LLC 26
Hightower 6M Holding, LLC 26
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 26
Independent Solutions Wealth Management, LLC 26
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 26
CCRSX - CREDIT SUISSE TRUST - Commodity Return Strategy Portfolio Class 1 26
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 26
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 26
Davidson & Garrard Inc 26
Trust Co Of Oklahoma 26
Manulife Financial Corp 26
Peak Asset Management, LLC 26
Schneider Downs Wealth Management Advisors, LP 26
Commons Capital, Llc 26
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 26
BTG Pactual Global Asset Management Ltd 26
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 26
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 26
Silver Lake Advisory, LLC 26
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 26
Capital Income Builder 26
Dfa Investment Trust Co - The Emerging Markets Series 26
Horrell Capital Management, Inc. 26
Legacy Wealth Partners, LLC 26
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 26
Saturna Capital CORP 26
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 26
Horst & Graben Wealth Management LLC 26
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 26
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 26
Traphagen Investment Advisors Llc 26
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 26
Sandler Capital Management 26
Baker Ellis Asset Management LLC 26
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 26
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 26
Brighthouse Funds Trust II - Western Asset Management U.S. Government Portfolio Class A 26
Sumit Capital, Llc 26
Nbw Capital Llc 26
Aviso Financial Inc. 26
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 26
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 26
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 26
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 26
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 26
Adamsbrown Wealth Consultants Llc 26
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 26
MD Financial Management Inc. 26
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 26
Haberer Registered Investment Advisor Inc 26
Prana Capital Management, LP 26
Eisler Capital (UK) Ltd. 26
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 25
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 25
Cleararc Capital Inc 25
Private Asset Management Inc 25
Avanza Fonder AB 25
Smart Portfolios, LLC 25
Columbia Asset Management 25
Accredited Investors Inc. 25
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 25
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 25
Paul Damon & Associates, Inc. 25
WMBDX - WESMARK FUNDS - WesMark Government Bond Fund 25
Sirios Capital Management L P 25
Middleton & Co Inc/ma 25
Evensky & Katz LLC 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 25
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 25
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 25
Mitsubishi UFJ Securities Holdings Co., Ltd. 25
Jabre Capital Partners S.A. 25
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 25
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 25
Innova Wealth Partners 25
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 25
Meridian Financial Partners LLC 25
Slow Capital, Inc. 25
Old Dominion Capital Management Inc 25
First National Bank Sioux Falls 25
Oddo Bhf Asset Management Sas 25
Morling Financial Advisors, LLC 25
State of New Jersey Common Pension Fund A 25
Invesco Municipal Opportunity Trust 25
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 25
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 25
Credential Securities Inc. 25
ESL Trust Services, LLC 25
Next Level Private LLC 25
Nuveen Fund Advisors, LLC 25
Banyan Partners, LLC 25
Phoenix Wealth Advisors 25
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 25
FHMIX - Federated Hermes Adviser Series - Federated Hermes Conservative Municipal Microshort Fund Institutional Shares 25
Western Asset/claymore Inflation-linked Opportunities & Income Fund 25
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 25
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 25
Mattern Capital Management, Llc 25
Nikko Asset Management Americas, Inc. 25
Cooper/haims Advisors, Llc 25
River Road Asset Management, LLC 25
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 25
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 25
Ewa, Llc 25
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R 25
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 25
Rinkey Investments 25
River Street Advisors LLC 25
Thrive Capital Management, LLC 25
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 25
Peoples Bank/KS 25
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 25
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 25
Single Point Partners, LLC 25
Evexia Wealth Llc 25
GUSTX - GMO TRUST - GMO U.S. Treasury Fund 25
IronBridge Capital Management LP 25
DMG Group, LLC 25
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 25
Echo Street Capital Management LLC 25
MSD Partners, L.P. 25
Signature Financial Management, Inc. 25
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 25
Arrowgrass Capital Partners (us) Lp 25
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 25
Hunter Associates Investment Management Llc 25
BigSur Wealth Management LLC 25
FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund 25
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 25
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 25
Vishria Bird Financial Group, LLC 25
Nebula Research & Development LLC 25
Highland Financial Advisors, LLC 25
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 25
Oppenheimer Integrity Funds 25
AlphaCentric Advisors LLC 25
SVA Wealth Management, LLC 25
CenturyLink Investment Management Co 25
McCarthy Grittinger Financial Group, LLC 25
Morris Financial Concepts, Inc. 25
Nair Vinay 25
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 25
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 25
Quattro Advisors LLC 25
Reinhart Partners, Inc. 25
PUTNAM VARIABLE TRUST - Putnam VT Mortgage Securities Fund Class IA Shares 25
Biondo Investment Advisors, LLC 25
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF 25
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 25
Knuff & Co LLC 25
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 25
Johnson Financial Group, LLC 25
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 25
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 25
Grace Capital 25
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 25
New England Investment & Retirement Group, Inc. 25
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 25
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 25
Allianz Se 25
Traynor Capital Management, Inc. 25
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 25
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 25
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 25
LMBS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Low Duration Opportunities ETF 25
Interactive Financial Advisors 25
Gilder Gagnon Howe & Co Llc 25
Loeb Offshore Management LP 25
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 25
Midas Management Corp 25
Allegiance Financial Group Advisory Services LLC 25
Lakewood Asset Management LLC 25
Asset Management Corp /il/ /adv 25
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 25
Whalen Wealth Management Inc. 25
All Season Financial Advisors, Inc. 25
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 25
Nordwand Advisors, LLC 25
Ssga Master Trust 25
Parkway Wealth Management Group, LLC 25
Jeppson Wealth Management, Llc 25
Worth Financial Advisory Group, LLC 25
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 25
North Star Asset Management Inc 25
Owen LaRue, LLC 25
Huber Capital Management LLC 25
Pillar Pacific Capital Management Llc 25
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 25
Capital Group Private Client Services, Inc. 25
AIDAX - BERNSTEIN SANFORD C FUND INC - Diversified Municipal Portfolio AB Intermediate Diversified Municipal Class A 25
PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 25
JTHAX - SARATOGA ADVANTAGE TRUST - James Alpha Total Hedge Portfolio Class A Shares 25
VMAX - Lattice Strategies Trust - Hartford US Value ETF 25
S. Muoio & Co. Llc 25
Veracity Capital LLC 25
Center For Asset Management LLC 25
Calamos Convertible Opportunities & Income Fund 25
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 25
Trutina Financial LLC 25
Calamos Convertible & High Income Fund 25
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 25
Fairhaven Wealth Management, LLC 25
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 25
Calamos Dynamic Convertible & Income Fund 25
Purus Wealth Management, LLC 25
FYAIX - PROFUNDS - Access Flex High Yield ProFund Investor Class 25
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 25
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 25
Eagle Boston Investment Management Inc 25
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 25
Fiduciary Management Associates Llc 25
Blackrock Master Llc 25
Spartan Wealth Advisory Services LLC 25
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 25
TIILX - TIAA-CREF FUNDS - TIAA-CREF Inflation-Linked Bond Fund Institutional Class 25
Crux Wealth Advisors 25
Fractal Investments LLC 25
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 25
NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF 25
Calvert Impact Fund Inc 25
Sykon Capital Llc 25
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 25
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 25
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 25
Mcmillion Capital Management Inc 25
CAMG Solamere Management, LLC 25
Compton Capital Management Inc /ri 25
Cahaba Wealth Management, Inc. 25
Premier Path Wealth Partners, LLC 25
Mercer Capital Advisers, Inc. 25
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 25
Provence Wealth Management Group 25
Aire Advisors, Llc 25
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 25
Tradewinds Global Investors, LLC 25
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 25
Pacific Financial Group Inc 25
National Philanthropic Trust 25
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 25
Seneschal Advisors, LLC 25
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 25
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 25
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 25
INTAX - Columbia Funds Series Trust II - Columbia Strategic Municipal Income Fund Class A 25
NMIEX - Northern Funds - Active M International Equity Fund 25
TCW ETF Trust - TCW Corporate Bond ETF 25
Rhl Group, Llc 25
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 25
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 25
Norwood Financial Corp 25
Chemical Bank 25
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 25
Okabena Investment Services Inc 25
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 25
WNY Asset Management, LLC 25
AustralianSuper Pty Ltd 25
Applied Finance Capital Management, LLC 25
PPM Funds - PPM Floating Rate Income Fund (Inst) 25
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 25
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 25
Rampart Investment Management Company, LLC 24
CrestPoint Capital Management, LLC 24
Verum Partners LLC 24
Cypress Wealth Advisors LLC 24
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 24
Connors Investor Services Inc 24
Putnam Municipal Opportunities Trust 24
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares 24
Kentucky Retirement Systems Insurance Trust Fund 24
Putnam Managed Municipal Income Trust 24
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 24
LITAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Intermediate Municipal Bond Fund Class A 24
VVMCX - VALIC Co I - Mid Cap Value Fund 24
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 24
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 24
Lodestar Private Asset Management Llc 24
Cannell Peter B & Co Inc 24
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 24
Advisors Management Group Inc /adv 24
Cottage Street Advisors LLC 24
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 24
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 24
Champlain Investment Partners, LLC 24
Thor Advisors, Llc 24
Western Asset Managed Municipals Fund Inc. 24
Stonegate Investment Group, LLC 24
Bks Advisors, Llc 24
Montis Financial, LLC 24
Commonwealth Retirement Investments LLC 24
Madison Wealth Partners, Inc 24
Cox Capital Mgt LLC 24
Generali Investments CEE, investicni spolecnost, a.s. 24
KERR FINANCIAL PLANNING Corp 24
HYLD - Exchange Listed Funds Trust - High Yield ETF 24
Western Asset Management Company, LLC 24
Db-x Exchange-traded Funds Inc. 24
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 24
Perbak Capital Partners LLP 24
ATFAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Limited Term Municipal Income Class A 24
Pegasus Partners Ltd. 24
Unigestion Holding SA 24
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 24
Osborne Partners Capital Management, Llc 24
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 24
Austin Wealth Management, LLC 24
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 24
Long Island Wealth Management, Inc. 24
Syntegra Private Wealth Group, LLC 24
Ken Stern & Associates, Inc. 24
Delap Wealth Advisory, Llc 24
Cardinal Capital Management 24
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 24
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 24
ABRZX - Aim Investment Funds (invesco Investment Funds) - Invesco Balanced-risk Allocation Fund Class A 24
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 24
Pensionfund DSM Netherlands 24
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 24
Global View Capital Management LLC 24
Senvest Management, LLC 24
Dodge & Cox 24
Keystone Global Partners, LLC 24
Paradigm Financial Advisors, LLC 24
E Fund Management Co., Ltd. 24
EULAV Asset Management 24
Guidance Capital, Inc 24
Strategic Financial Services, Inc, 24
Sargent Investment Group, LLC 24
Odey Asset Management Group Ltd 24
Sterling Investment Counsel, LLC 24
Kellner Capital, LLC 24
Creekside Partners 24
Eq Wealth Advisors, Llc 24
SFI Advisors, LLC 24
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 24
Loeb Partners Corp 24
Vantage Point Financial LLC 24
Carson Advisory Inc. 24
CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N 24
West Wealth Group, LLC 24
Invesco Municipal Trust 24
Jackson Hole Capital Partners, LLC 24
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 24
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 24
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 24
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 24
Guild Investment Management, Inc. 24
Sweet Financial Partners, LLC 24
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 24
FAINX - MSS Series Trust - Fallen Angels Income Fund 24
Luminist Capital LLC 24
Mid-American Wealth Advisory Group, Inc. 24
Quartz Partners, LLC 24
Summit Wealth & Retirement Planning, Inc. 24
Concentrum Wealth Management 24
Wealthshield, Llc 24
Anson Funds Management LP 24
Osmosis Investment Management UK Ltd 24
Colorado Capital Management, Inc. 24
Harborview Advisors, LLC 24
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 24
Fluent Financial, LLC 24
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 24
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 24
Century Capital Management, LLC 24
Heritage Investors Management Corp 24
Tripletail Wealth Management, LLC 24
Northstar Wealth Partners LLC 24
Bernardo Wealth Planning LLC 24
Astrantus Ltd 24
Greenline Wealth Management LLC 24
Rather & Kittrell, Inc. 24
Valicenti Advisory Services Inc 24
Deseret Mutual Benefit Administrators 24
Financial Futures Ltd Liability Co. 24
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A 24
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 24
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 24
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 24
McLean Asset Management Corp 24
Laurel Oak Wealth Management, Llc 24
Cottonwood Capital Advisors, Llc 24
Karpus Management, Inc. 24
Conrad Siegel Investment Advisors, Inc. 24
Courage Miller Partners, LLC 24
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 24
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 24
Andrew Hill Investment Advisors, Inc. 24
Clarus Group, Inc. 24
Columbia Advisory Partners Llc 24
Eagle Growth & Income Opportunities Fund 24
Eukles Asset Management 24
PartnerRe Asset Management CORP 24
FMOAX - FEDERATED MUNICIPAL SECURITIES INCOME TRUST - Federated Municipal High Yield Advantage Fund Class A Shares 24
Quotient Wealth Partners, LLC 24
WFCMX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series M CoreBuilder Shares Series M 24
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 24
American Assets Investment Management, LLC 24
EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A 24
Invesco High Income Trust Ii 24
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 24
ROSS\JOHNSON & Associates LLC 24
Arbor Investment Advisors, LLC 24
Portfolio Solutions, LLC 24
PTAEX - PUTNAM TAX EXEMPT INCOME FUND - PUTNAM TAX EXEMPT INCOME FUND Class C Shares 24
Strategic Wealth Management Group, LLC 24
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 24
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 24
Bnp Paribas 24
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 24
New Jersey Better Educational Savings Trust 24
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 24
Supplemental Annuity Collective Trust of NJ 24
Smith, Graham & Co., Investment Advisors, LP 24
Loews Corp 24
Lisanti Capital Growth, LLC 24
Fort, L.p. 24
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 24
VCGSX - VALIC Co I - Government Securities Fund 24
RVRB - ADVISORS SERIES TRUST - Reverb ETF 24
Rainier Investment Management Llc 24
Monterey Private Wealth, Inc. 24
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 24
MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A 24
Foster Dykema Cabot & Co Inc/ma 24
CAP Partners, LLC 24
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 24
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 24
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 24
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 24
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 24
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 24
Alta Advisers Ltd 24
NOTAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Strategic High Yield Tax-Free Fund Class A 24
Generali Asset Management SPA SGR 24
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I 24
J.P. Turner & Co Capital Mnagement, LLC 24
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 24
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 24
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 24
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 24
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 24
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 24
Altavista Wealth Management, Inc. 24
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 24
Stonnington Group, Llc 24
Capital Investment Counsel, Inc 24
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 24
1015 Capital Partners, LLC 24
Means Investment Co., Inc. 24
IBTF - iSHARES TRUST - iShares iBonds Dec 2025 Term Treasury ETF 24
Invesco Advantage Municipal Income Trust Ii 24
Morse Asset Management, Inc 24
Angel Oak Capital Advisors, LLC 24
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 24
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 24
VCFAX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class A 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 24
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 24
Rivernorth Opportunities Fund, Inc. 24
Sawgrass Asset Management Llc 24
Rodgers Brothers Inc. 24
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 24
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 24
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 24
Bel Air Investment Advisors Llc 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 24
GSAPX - GOLDMAN SACHS TRUST - Goldman Sachs Inflation Protected Securities Fund Class A 24
Smith Anglin Financial, LLC 24
Banced Corp 24
Five Oceans Advisors 24
Yellowstone Partners, LLC 24
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 24
Clal Insurance Enterprises Holdings Ltd 24
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 24
Sound Stewardship, LLC 24
KAMES CAPITAL plc 23
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 23
Milestones Private Investment Advisors LLC 23
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 23
Orinda Asset Management LLC 23
Schutz Anton Villars 23
Vanguard Windsor Funds 23
EXCRX - MANNING & NAPIER FUND, INC. - Core Bond Series Class S 23
Community Trust & Investment Co 23
Invesco Bldrs Index Funds Trust 23
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 23
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 23
Financial Services Advisory Inc 23
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 23
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 23
Financial Management Network Inc 23
Simply Money Advisors 23
3d Asset Management, Inc 23
NWK Group, Inc. 23
Higgins & Schmidt Wealth Strategies LLC 23
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 23
Midwest Financial Network, LLC 23
49 Wealth Management, Llc 23
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 23
Icapital Wealth Llc 23
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 23
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 23
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 23
Rockwood Wealth Management, LLC 23
ASB Consultores, LLC 23
Capstone Financial Advisors, Inc. 23
Arvest Investments, Inc. 23
Opseu Pension Plan Trust Fund 23
Callahan Advisors, LLC 23
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 23
Capital Market Strategies LLC 23
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 23
VSTIX - VALIC Co I - Stock Index Fund 23
MPNIX - BNY MELLON FUNDS TRUST - BNY Mellon National Intermediate Municipal Bond Fund Class M Shares 23
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 23
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 23
Foresight Capital Management Advisors, Inc. 23
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 23
SA FUNDS INVESTMENT TRUST - SA International Value Fund 23
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 23
Droms Strauss Advisors Inc /mo/ /adv 23
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 23
Farr Miller & Washington Llc/dc 23
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 23
Trask Adam Roland 23
Walsh & Associates, LLC 23
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 23
Profunds - Profund Vp Ultrabull 23
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 23
LVPIX - Profunds - Large-cap Value Profund Investor Class 23
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 23
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 23
Shikiar Asset Management Inc 23
Wealth Effects Llc 23
Excalibur Management Corp 23
Profunds - Profund Vp Bull 23
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 23
Lgl Partners, Llc 23
BKA Wealth Consulting, Inc. 23
Ilmarinen Mutual Pension Insurance Co 23
Pax World Management Llc 23
Knowledge Leaders Capital, LLC 23
Midland Wealth Advisors Llc 23
Walter & Keenan Financial Consulting Co /mi/ /adv 23
Avantra Family Wealth, Inc. 23
Charles Schwab Trust Co 23
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 23
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 23
ULPIX - Profunds - Ultrabull Profund Investor Class 23
HBC Financial Services, PLLC 23
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 23
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 23
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 23
STFGX - Advisers Investment Trust - State Farm Growth Fund 23
BLPIX - Profunds - Bull Profund Investor Class 23
JMN Financial LLC 23
Portland Global Advisors LLC 23
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 23
DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C 23
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 23
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 23
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF 23
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 23
Sage Financial Group Inc 23
Advanced Series Trust - Ast International Growth Portfolio 23
SHV - iSHARES TRUST - iShares Short Treasury Bond ETF 23
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 23
Tegean Capital Management, Llc 23
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 23
Emergent Wealth Advisors, LLC 23
Oppenheimer International Bond Fund 23
Moseley Investment Management Inc 23
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 23
Profunds - Profund Vp Large-cap Value 23
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 23
Stringer Asset Management, Llc 23
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 23
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 23
Anchyra Partners Llc 23
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 23
Financial Advisory Group 23
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 23
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 23
Allstate Investment Management Co 23
JACKSON VARIABLE SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (A) 23
Legacy Edge Advisors, LLC 23
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 23
one8zero8, LLC 23
Western Asset Emerging Markets Debt Fund Inc. 23
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 23
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 23
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 23
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 23
Bmc Fund Inc 23
Brewin Dolphin Wealth Management Ltd 23
Siemens Fonds Invest GmbH 23
Emfo, Llc 23
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 23
Berkeley Capital Partners, LLC 23
JTC Employer Solutions Trusteee Ltd 23
Day & Ennis, LLC 23
Schwallier Wealth Management LLC 23
EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A 23
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 23
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 23
SC&H Financial Advisors, Inc. 23
JAFYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Short Term Government Income Trust NAV 23
WFA Asset Management Corp 23
Horizons Etf Trust I 23
Members Wealth Llc 23
Kraft, Davis & Associates, LLC 23
NLB Skladi, upravljanje premozenja, d.o.o. 23
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 23
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 23
Stevens First Principles Investment Advisors 23
Seed Wealth Management, Inc. 23
Columbia Wanger Asset Management Llc 23
Parsec Financial Management, Inc. 23
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 23
Beta Wealth Group, Inc. 23
Union Bancaire Privee, UBP SA 23
ADVANCED SERIES TRUST - AST Bond Portfolio 2026 23
Findlay Park Partners LLP 23
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 23
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 23
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 23
DMTFX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Fund Class A 23
Verde Servicos Internacionais S.A. 23
Millington Financial Advisors, LLC 23
Opulen Financial Group LLC 23
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 23
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 23
Smith Chas P & Associates Pa Cpas 23
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 23
Portus Wealth Advisors, LLC 23
FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund 23
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 23
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 23
Claris Financial LLC 23
Legacy Solutions, Llc 23
CQS Cayman LP 23
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 23
Firefly Value Partners, LP 23
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 23
Longaeva Partners L.P. 23
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 23
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class 23
Rokos Capital Management LLP 23
Foronjy Financial Llc 23
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 23
Thrive Wealth Management, LLC 23
Aristides Capital LLC 23
ARIEX - Allianz Funds Multi-Strategy Trust - AllianzGI Floating Rate Note Fund Institutional Class 23
Eight 31 Financial Llc 23
Petix & Botte Co 23
ABLE Financial Group, LLC 23
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 23
GDS Wealth Management 23
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 23
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 23
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 23
FXINX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Focused Index Fund 23
Fagan Associates, Inc. 23
Fullcircle Wealth Llc 23
ADVANCED SERIES TRUST - AST Bond Portfolio 2022 23
Kernodle & Katon Asset Management Group, LLC 23
QUANTRES ASSET MANAGEMENT Ltd 23
Navigoe, LLC 23
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 23
First Niagara Bank 23
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 23
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 23
WP Advisors, LLC 23
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 23
Archetype Wealth Partners 23
Whitaker-Myers Wealth Managers, LTD. 23
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 23
Fund Evaluation Group, LLC 23
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 23
Ccm Investment Advisers Llc 23
Mission Creek Capital Partners, Inc. 23
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 23
Kennebec Savings Bank 23
SCIU - Global X Funds - Global X Scientific Beta US ETF 23
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 23
Dfa Investment Trust Co - The Dfa International Value Series 23
Carroll Investors, Inc 23
Twelve Points Wealth Management LLC 23
Unison Advisors LLC 23
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 23
Yoder Wealth Management, Inc. 23
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 23
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 23
Nuveen Core Equity Alpha Fund 23
Goepper Burkhardt LLC 23
Smith Shellnut Wilson Llc /adv 23
Kathleen S. Wright Associates Inc. 23
New Century Financial Group, LLC 23
FHPFX - FIDELITY ADVISOR SERIES II - Fidelity Series Investment Grade Securitized Fund 23
Granite Bay Wealth Management, LLC 23
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 23
Financial Advisors Network, Inc. 23
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 23
Atlas Brown,Inc. 23
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 23
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 23
Criterion Capital Advisors, Llc 23
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 23
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 23
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 23
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 23
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 23
Jolley Asset Management, LLC 23
Crew Capital Management, Ltd. 23
Hudson Valley Investment Advisors Inc /adv 23
APCM Wealth Management for Individuals 23
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 23
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 23
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 23
Trinity Wealth Management, LLC 23
Hager Investment Management Services, Llc 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 23
Winthrop Capital Management, LLC 23
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 23
Longboard Asset Management, LP 23
Seelaus Asset Management LLC 23
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 23
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 22
Main Street Research LLC 22
NORTHWESTERN MUTUAL SERIES FUND INC - Long-Term US Government Bond Portfolio 22
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 22
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 22
Lcnb Corp 22
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 22
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 22
Marble Harbor Investment Counsel, LLC 22
Mawer Investment Management Ltd. 22
Kinneret Advisory, LLC 22
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 22
MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund 22
De Burlo Group Inc 22
Matrix Trust Co 22
Mizuho Securities Co. Ltd. 22
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 22
Phillip James Consulting Co. 22
PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 22
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 22
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 22
Amplify ETF Trust - Amplify BlackSwan Tech & Treasury ETF 22
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 22
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares 22
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 22
Rogco, Lp 22
Maple Capital Management, Inc. 22
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 22
GBIL - Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF 22
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 22
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 22
IBTI - iSHARES TRUST - iShares iBonds Dec 2028 Term Treasury ETF 22
Optimal Asset Management, Inc. 22
Sentry Investment Management Llc 22
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 22
Asset Advisors Investment Management, LLC 22
Glg Inc. 22
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 22
Investment Advisory Group, LLC 22
German American Bancorp, Inc. 22
Seldon Capital Lp 22
GlobalBridge, Inc. 22
Rakuten Investment Management, Inc. 22
Saxon Interests, Inc. 22
J. L. Bainbridge & Co., Inc. 22
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 22
Peak Planning Group, LLC 22
West Chester Capital Advisors, Inc 22
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 22
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 22
Braun Stacey Associates Inc 22
Cynosure Advisors, Llc 22
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 22
Legacy Financial Strategies, LLC 22
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 22
Caerus Investment Advisors, LLC 22
FOINX - Tributary Funds, Inc. - Income Fund Institutional 22
Brightworth 22
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 22
Chicago Capital, LLC 22
TCF National Bank 22
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 22
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 22
Li Winifred I 22
CLARET ASSET MANAGEMENT Corp 22
Ayalon Holdings Ltd. 22
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 22
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 22
ASR Vermogensbeheer N.V. 22
GTCGX - GLENMEDE FUND INC - Core Fixed Income Portfolio 22
GHYMX - GLENMEDE FUND INC - High Yield Municipal Portfolio 22
Lockerman Financial Group, Inc. 22
Stony Point Wealth Management Inc. 22
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 22
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 22
TCUDX - TRUST FOR CREDIT UNIONS - Short Duration Portfolio TCU Shares 22
Castle Creek Arbitrage, LLC 22
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 22
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 22
Meridian Financial, LLC 22
Financial Guidance Group, Inc. 22
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 22
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 22
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 22
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 22
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 22
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 22
American Asset Management Inc. 22
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 22
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 22
Bingham Osborn & Scarborough Llc 22
South Plains Financial, Inc. 22
Arvest Bank Trust Division 22
Prism Advisors, Inc. 22
Birchwood Financial Partners, Inc. 22
THAYX - TRANSAMERICA FUNDS - Transamerica High Yield Muni A 22
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 22
QTPI - Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF 22
Kimelman & Baird, LLC 22
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 22
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 22
Uncommon Cents Investing LLC 22
Harding Loevner Lp 22
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 22
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 22
Ironwood Wealth Management, LLC. 22
Wealth Advisors of Tampa Bay, LLC 22
Xtx Markets Llc 22
Fiduciary Planning LLC 22
American Money Management, LLC 22
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 22
Sprott Inc. 22
Tempo Wealth, LLC 22
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 22
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 22
Coyle Financial Counsel LLC 22
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 22
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 22
Argent Trust Co 22
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 22
Sound Financial Strategies Group, LLC 22
Oppenheimer & Close, LLC 22
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 22
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 22
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 22
Starfire Investment Advisers, Inc. 22
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 22
ACK Asset Management LLC 22
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 22
Ninety One SA (PTY) Ltd 22
Jnl Series Trust - Jnl/jpmorgan Us Government & Quality Bond Fund (a) 22
Inverness Counsel Llc /ny/ 22
Peoples Bank /oh 22
Collier Financial 22
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 22
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 22
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 22
Sensible Money, LLC 22
Sarasin & Partners LLP 22
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 22
NOSIX - Northern Funds - Northern Stock Index Fund 22
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 22
Financial Strategies Group, Inc. 22
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 22
Weaver Capital Management LLC 22
Badgley Phelps Wealth Managers, LLC 22
Hanover Advisors Inc 22
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 22
Czech National Bank 22
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class 22
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 22
Kelly Lawrence W & Associates Inc/ca 22
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 22
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 22
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 22
Robinson Capital Management, Llc 22
Taylor Wealth Management Partners 22
Spirepoint Private Client, Llc 22
Reflection Asset Management 22
Junto Capital Management LP 22
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 22
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 22
City Of London Investment Management Co Ltd 22
Spdr S&p 500 Etf Trust 22
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 22
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 22
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 22
Nuveen Municipal Credit Opportunities Fund 22
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A 22
Catalyst Financial Partners Llc 22
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 22
Glacier Peak Capital LLC 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 22
Symmetry Investments LP 22
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 22
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 22
Delta Wealth Advisors LLC 22
Sterling Global Strategies LLC 22
Bar Harbor Trust Services 22
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 22
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 22
Adell Harriman & Carpenter Inc 22
PACIFIC SELECT FUND - Equity Index Portfolio Class I 22
Schnieders Capital Management Llc 22
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 22
Hickory Point Bank & Trust 22
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 22
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 22
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 22
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 22
Vision Financial Markets Llc 22
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 22
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 22
Deutsche Strategic Municipal Income Trust 22
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 22
Investor's Fiduciary Advisor Network, LLC 22
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 22
Idaho Trust Bank 22
Lebenthal Holdings,LLC 22
FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 22
Quattro Financial Advisors Llc 22
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 22
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 22
Delaware Investments Dividend & Income Fund, Inc 22
SRB Corp 22
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 22
Red Lighthouse Investment Management, Llc 22
Cora Capital Advisors Llc 22
Berkeley, Inc 22
Coordinated Financial Services, Inc. 22
Nuveen Intermediate Duration Municipal Term Fund 22
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 22
Financial Plan, Inc. 22
Moran Wealth Management, LLC 22
New America High Income Fund Inc 22
Harvest Portfolios Group Inc. 22
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 22
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 22
Quent Long Short Global Small Cap Fund, LP 22
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 22
Detwiler Fenton Investment Management LLC 22
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 22
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 22
Bnc Wealth Management, Llc 22
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 22
ACT Advisors, LLC. 22
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 22
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 22
Rnc Capital Management Llc 22
GLOBALT Investments LLC / GA 22
Catamount Wealth Management 22
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 22
Cortina Funds, Inc. 22
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 22
LeClair Wealth Partners LLC 22
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 22
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 22
Daiwa SB Investments Ltd. 22
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 22
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 22
McAdams Wright Ragen, Inc. 22
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 22
Elevate Wealth Advisory, Inc 22
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 22
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 22
Canopy Partners, LLC 22
Degroof Petercam Asset Management 22
Burns J W & Co Inc/ny 22
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 22
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 22
Core Wealth Advisors, Llc 22
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 22
Cullinan Associates Inc 22
Newport Capital Group, LLC 22
Strategic Wealth Partners Group LLC 22
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 22
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 22
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 22
Cascade Investment Group, Inc. 22
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 22
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 22
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 22
Continuum Wealth Advisors, Llc 22
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 22
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 22
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 22
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 22
Charles Schwab Family Of Funds 22
CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares 22
Your Advocates Ltd., LLP 22
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 22
Benin Management CORP 22
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 22
RQSI Ltd 22
Burkett Financial Services, Llc 22
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 22
PENN SERIES FUNDS INC - Mid Cap Value Fund 22
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 22
PENN SERIES FUNDS INC - Developed International Index Fund 22
PENN SERIES FUNDS INC - Index 500 Fund 22
Portfolio Design Labs, LLC 22
Astor Investment Management LLC 22
Oslo Pensjonsforsikring AS 22
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 22
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 22
Delta Lloyd Asset Management N.v. 22
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 22
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 22
Harmony Asset Management Llc 22
Securian Funds Trust - SFT Index 500 Fund Class 1 22
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 22
First National Bank of Hutchinson 22
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 22
Radnor Capital Management, LLC 22
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 22
Ikos Cif Ltd 22
Goodman Financial Corp 22
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 22
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 22
Pier 88 Investment Partners Llc 22
Access Investment Management LLC 22
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 22
Hudson Capital Management LLC 22
New Capital Management LP 22
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 22
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 22
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 22
Murchinson Ltd. 22
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 22
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 22
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 22
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 22
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 22
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 22
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 22
ForthRight Wealth Management, LLC 22
Farmers Trust Co 22
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 22
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 22
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 22
Patron Partners Advisors, Llc 22
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 22
USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A 22
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 22
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 22
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 22
Keener Financial Planning LLC 22
Western Financial Corporation 22
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 22
Sustainable Insight Capital Management, LLC 22
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 22
SSO - PROSHARES TRUST - ProShares Ultra S&P500 22
GQG Partners LLC 22
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 22
Anderson Financial Strategies, LLC 22
Mengis Capital Management, Inc. 22
Williams Financial, LLC 22
Ohio National Investments, Inc. 22
RIMCX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Intermediate Fixed Income Fund Class N 22
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 22
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 22
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 22
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 22
Israel Discount Bank Of New York /gfn 22
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 22
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 22
Voya Prime Rate Trust 22
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 22
Rodgers & Associates, LTD 22
Invesco Value Municipal Income Trust 22
Stewart West Indies Trading Co., Ltd 22
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 22
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 22
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 22
Kornitzer Capital Management Inc /ks 22
Ulland Investment Advisors, LLC 22
FundX Investment Group, LLC 22
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 22
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 22
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 22
CMC Financial Group 22
Roubaix Capital, LLC 22
Oak Associates Ltd /oh/ 22
PWS - Pacer Funds Trust - Pacer WealthShield ETF 22
Aegon Asset Management Uk Plc 22
A3 Alternative Credit Fund 22
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 22
Florida Financial Advisors, Llc 22
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 22
Enterprise Bank & Trust Co 22
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 22
Opes Wealth Management LLC 22
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 22
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 21
Sloy Dahl & Holst, LLC 21
Red Reef Advisors Llc 21
Wescott Financial Advisory Group, LLC 21
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 21
New York Life Trust Co 21
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 21
Point View Wealth Management, Inc. 21
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 21
Winebrenner Capital Management Llc 21
Franklin Templeton International Trust 21
Mechanics Bank Trust Department 21
Powell Investment Advisors, LLC 21
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 21
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 21
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 21
Ehrlich Financial Group 21
PIMCO Dynamic Income Opportunities Fund 21
Summit Wealth Group, LLC 21
Rockport Wealth LLC 21
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 21
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 21
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 21
Wealth & Pension Services Group, Inc. 21
BERIX - Chartwell Funds - Berwyn Income Fund 21
C-J Advisory, Inc. 21
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 21
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R 21
FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares 21
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 21
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 21
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 21
Clarity Financial LLC 21
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 21
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 21
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 21
Spectrum Wealth Advisory Group, LLC 21
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 21
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 21
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 21
Mondrian Investment Partners LTD 21
RiverPoint Capital Management, LLC 21
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A 21
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 21
CWSDX - Chartwell Funds - Chartwell Short Duration Bond Fund 21
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 21
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 21
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 21
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 21
Gitterman Wealth Management, LLC 21
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 21
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 21
Monetary Solutions, Ltd 21
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 21
Holderness Investments Co 21
Axim Planning & Wealth 21
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 21
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 21
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 21
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 21
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 21
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 21
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 21
J. W. Coons Advisors, LLC 21
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 21
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 21
Letko, Brosseau & Associates Inc 21
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 21
United Bank 21
Client 1st Advisory Group, Llc 21
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 21
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 21
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 21
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 21
Groupe la Francaise 21
LifePro Asset Management 21
TAXX - BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Short Duration ETF 21
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 21
Kentucky Trust Co 21
MXEGX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Inflation-Protected Securities Fund Institutional Class 21
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 21
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 21
KLCM Advisors, Inc. 21
GMCDX - GMO TRUST - GMO Emerging Country Debt Fund Class III 21
Alta Wealth Advisors LLC 21
MU Investments Co., Ltd. 21
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 21
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 21
CCMPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Municipal Fund Share class 21
Ergawealth Advisors, Inc. 21
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 21
Fountainhead AM, LLC 21
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 21
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 21
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 21
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 21
Forte Capital Llc /adv 21
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 21
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 21
Lifestyle Asset Management, Inc. 21
Crowley Wealth Management, Inc. 21
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 21
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 21
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 21
Lipe & Dalton 21
Vision Capital Management, Inc. 21
South Shore Capital Advisors 21
WFTAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intermediate Tax/AMT-Free Fund Class A 21
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 21
Bond & Devick Financial Network, Inc. 21
Johnson Midwest Financial, LLC 21
Strycker View Capital Llc 21
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 21
Convergence Financial, LLC 21
TAMBX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Tax-Free Bond Fund Class A 21
J2 Capital Management Inc 21
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 21
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 21
Triton Wealth Management, PLLC 21
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 21
Cubic Asset Management, LLC 21
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 21
Raub Brock Capital Management LP 21
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 21
Capital CS Group, LLC 21
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 21
Fortune Financial Group, Inc. 21
Options Solutions, Llc 21
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 21
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 21
SimpliFi, Inc. 21
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 21
Swaine & Leidel Wealth Services, Llc 21
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 21
Successful Portfolios LLC 21
VCGEX - VALIC Co I - Emerging Economies Fund 21
Opus Investment Management Inc 21
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 21
Reynolds Capital Management Llc 21
Khp Capital, Llc 21
Close Asset Management Ltd 21
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 21
Livet Wealth, LLC 21
Capital Wealth Management, Llc 21
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 21
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 21
Tactive Advisors, LLC 21
Polianta Ltd 21
Cornerstone Advisors Inc 21
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 21
Saudi Central Bank 21
Willner & Heller, Llc 21
Quantum Private Wealth, LLC 21
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 21
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 21
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 21
RHS Financial, LLC 21
Td Asset Management Usa Funds Inc. 21
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 21
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 21
Parvin Asset Management, LLC 21
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 21
Capital Investment Counsel, LLC 21
HTLF Bank 21
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 21
Drucker Wealth 3.0, LLC 21
Covenant Asset Management, LLC 21
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 21
Prudential Global Short Duration High Yield Fund, Inc. 21
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 21
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 21
WAVEX - NORTHERN LIGHTS FUND TRUST II - Longboard Managed Futures Strategy Fund Class A Shares 21
Vontobel Swiss Wealth Advisors AG 21
Mechanics Financial Corp 21
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 21
Everstar Asset Management, LLC 21
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 21
PPNAX - PUTNAM TAX FREE INCOME TRUST - Putnam AMT-Free Municipal Fund Class C Shares 21
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 21
Fund Management at Engine No. 1 LLC 21
New Potomac Partners, LLC 21
LEDIX - LAZARD FUNDS INC - Lazard Emerging Markets Debt Portfolio Institutional Shares 21
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 21
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 21
NCM Capital Management, LLC 21
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 21
Leeward Investments, LLC - MA 21
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 21
Resource Management, LLC 21
Heritage Oak Wealth Advisors Llc 21
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 21
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 21
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 21
KG&L Capital Management,LLC 21
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 21
Sabadell Asset Management, S.A S.G.I.I.C 21
Trinity Legacy Partners, LLC 21
Patton Fund Management, Inc. 21
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 21
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 21
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 21
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 21
TCUUX - TRUST FOR CREDIT UNIONS - Ultra-Short Duration Portfolio TCU Shares 21
PCJ Investment Counsel Ltd. 21
Bull Harbor Capital LLC 21
Carter Financial Group, INC. 21
Regatta Capital Group, Llc 21
Moreno Evelyn V 21
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 21
BARING ASSET MANAGEMENT Ltd 21
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 21
Cardinal Capital Management Llc /ct 21
Brucke Financial, Inc. 21
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 21
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 21
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 21
Aspen Grove Capital, LLC 21
Norris Financial Group, LLC 21
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 21
Shoker Investment Counsel, Inc. 21
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 21
Meriwether Wealth & Planning, LLC 21
Evelyn Partners Investment Management LLP 21
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 21
FOCUS Wealth Advisors, LLC 21
VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A 21
Washington Capital Management Inc 21
Badgley Phelps & Bell Inc 21
FTSD - Franklin ETF Trust - Franklin Liberty Short Duration U.S. Government ETF 21
FF Advisors,LLC 21
Weatherly Asset Management L. P. 21
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 21
PagnatoKarp Partners LLC 21
Blue Chip Partners, Inc. 21
FJ Investments, LLC 21
Gyroscope Capital Management Group, Llc 21
Integrity Advisory Solutions, LLC 21
Bulltick Wealth Management, LLC 21
Legg Mason Investment Counsel & Trust Co., N.A. 21
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 21
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 21
Lifetime Wealth Management P.C. 21
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 21
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 21
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 21
Oppenheimer Small Cap Value Fund 21
Exxonmobil Investment Management Inc /tx 21
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 21
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 21
Davy Global Fund Management Ltd 21
Suffolk Capital Management Llc 21
Dai-ichi Life Holdings, Inc. 21
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 21
Integrated Wealth Counsel, Llc 21
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 21
RESAX - RBC FUNDS TRUST - RBC BlueBay Emerging Market Debt Fund Class A 21
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 21
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 21
Spreng Capital Management, Inc. 21
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 21
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 21
Bowen Hanes & Co Inc 21
Thomaspartners, Inc. 21
PBMares Wealth Management LLC 21
WealthTrust Asset Management, LLC 21
StellarOne CORP 21
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 21
Kingdon Capital Management, L.l.c. 20
Insight 2811, Inc. 20
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 20
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 20
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 20
Red Spruce Capital, LLC 20
Wilmington Trust Investment Management, LLC 20
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 20
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 20
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 20
Vantus Wealth LLC 20
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 20
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 20
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 20
Essex LLC 20
True Vision MN LLC 20
Roaring Blue Lion Capital Management, L.P. 20
Cohen & Steers Capital Management Inc 20
Lam Group, Inc. 20
Cetera Trust Company, N.A 20
HHG & Company, LLC 20
Pt Asset Management, Llc 20
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 20
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 20
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 20
Gamble Jones Investment Counsel 20
Platte River Capital LLC 20
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 20
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 20
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 20
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 20
Ahl Investment Management, Inc. 20
Fortress Wealth Management, Inc. 20
STRV - EA Series Trust - Strive 500 ETF 20
Wealth Management Partners, LLC 20
BLUC - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Core ETF 20
Trust Asset Management LLC 20
Guardian Investor Services Llc 20
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 20
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 20
Strategic Capital Group LLC 20
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 20
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 20
Neuberger Berman Intermediate Municipal Fund Inc 20
King Investment Advisors Inc/tx 20
Blackrock Enhanced Global Dividend Trust 20
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 20
Gs Investments, Inc. 20
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 20
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 20
Origin Asset Management LLP 20
Zions Trust, National Association 20
My Portfolio Guide, LLC 20
LSMSX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series TF Fund 20
American National Bank & Trust Co /va/ 20
Atlanta Consulting Group Advisors, LLC 20
Bensler, LLC 20
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 20
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 20
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 20
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 20
Prosperitas Financial LLC 20
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 20
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 20
Nuveen Core Plus Impact Fund 20
Himco Variable Insurance Trust 20
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 20
TD Securities (USA) LLC 20
TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund 20
Invesco Quality Municipal Income Trust 20
CFO4Life, L.P. 20
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 20
OHFIX - RBB FUND, INC. - Oakhurst Fixed Income Fund Institutional Shares 20
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 20
Lord & Richards Wealth Management, LLC 20
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 20
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 20
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 20
EHP Funds Inc. 20
Parametric Market Neutral Portfolio 20
Entrust Financial Llc 20
Park Avenue Institutional Advisers LLC 20
Puff Wealth Management, Llc 20
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 20
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 20
Levy Wealth Management Group, LLC 20
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 20
71 West Capital Partners 20
waypoint wealth counsel 20
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 20
Hickory Asset Management, Inc. 20
Lecap Asset Management Ltd 20
Philip James Wealth Mangement, LLC 20
Wealth Enhancement & Preservation of GA, LLC 20
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 20
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 20
King Wealth 20
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 20
Comprehensive Money Management Services LLC 20
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 20
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 20
Waypoint Capital Advisors, LLC 20
Deutsche Value Series, Inc 20
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 20
Game Creek Capital, LP 20
Belmont Capital, LLC 20
Compton Wealth Advisory Group, LLC 20
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 20
Asset Planning,Inc 20
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 20
GDAFX - GOLDMAN SACHS TRUST - Goldman Sachs Alternative Premia Fund Class A 20
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 20
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 20
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 20
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 20
DRSK - ETF Series Solutions - Aptus Defined Risk ETF 20
Seros Financial, LLC 20
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C 20
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 20
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 20
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 20
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 20
Exane Asset Management 20
GHQIX - AMERICAN BEACON FUNDS - American Beacon Garcia Hamilton Quality Bond Fund Institutional Class 20
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 20
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 20
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 20
Carrera Capital Advisors 20
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 20
Titus Wealth Management 20
Argent Wealth Management LLC 20
Cito Capital Group, LLC 20
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 20
Alaethes Wealth LLC 20
Stilwell Joseph 20
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 20
Sculati Wealth Management, LLC 20
JCIC Asset Management Inc. 20
TCPAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Impact Bond Fund Class A 20
Gardner Russo & Quinn Llc 20
E Fund Management (Hong Kong) Co., Ltd. 20
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 20
Investors Financial Group, LLC 20
GKV Capital Management Co., Inc. 20
Financial Advisory Corp 20
America First Investment Advisors, LLC 20
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 20
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 20
Chemung Canal Trust Co 20
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 20
Reitz Capital Advisors LLC 20
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 20
BancorpSouth Inc 20
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 20
JAHSX - James Alpha Funds Trust - James Alpha EHS Fund Class R6 20
Wallace Advisory Group, LLC 20
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 20
British Airways Pensions Investment Management Ltd 20
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 20
Summit Financial Strategies, Inc. 20
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 20
Ithan Creek Master Investors (Cayman), L.P. 20
Cvfg Llc 20
Belmont Global Advisors, Inc. 20
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 20
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 20
PYA Waltman Capital, LLC 20
Plan Group Financial, LLC 20
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 20
Abner Herrman & Brock Llc 20
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 20
Asset One Wealth Management LLC 20
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 20
VBCVX - VALIC Co I - Systematic Value Fund 20
Epic Trust Investment Advisors, LLC 20
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 20
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 20
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 20
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 20
Grayhawk Investment Strategies Inc. 20
Capital Advisors Wealth Management, LLC 20
Bank & Trust Co 20
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 20
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 20
Huntleigh Advisors, Inc. 20
Western Asset Intermediate Muni Fund Inc. 20
Cyr Financial Inc. 20
Domani Wealth, LLC 20
Oaktree Capital Management Lp 20
North Ridge Wealth Advisors, Inc. 20
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 20
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 20
Nvest Financial, LLC 20
Accordant Advisory Group Inc 20
SFY - Tidal ETF Trust - SoFi Select 500 ETF 20
TAXF - AMERICAN CENTURY ETF TRUST - American Century Diversified Municipal Bond ETF 20
Northside Capital Management, LLC 20
Dreyfus High Yield Strategies Fund 20
Investmark Advisory Group LLC 20
RTD Financial Advisors, Inc. 20
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 20
Ray Gerald L & Associates Ltd 20
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 20
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 20
Armistice Capital, Llc 20
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 20
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 20
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 20
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 20
Wills Financial Group, Inc. 20
Hopwood Financial Services, Inc. 20
Rainier Group Investment Advisory LLC 20
CXI Advisors 20
Greatmark Investment Partners, Inc. 20
Baron Financial Group, LLC 20
Mcrae Capital Management Inc 20
Advisors' Inner Circle Fund - Loomis Sayles Full Discretion Institutional Securitized Fund Institutional Class Shares 20
Axiom Financial Strategies, LLC 20
Greenfield Savings Bank 20
Battery Global Advisors, LLC 20
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 20
MLDR - Global X Funds - Global X Intermediate-Term Treasury Ladder ETF 20
RE Dickinson Investment Advisors, LLC 20
Blake Schutter Theil Wealth Advisors, LLC 20
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 20
Edgemoor Investment Advisors, Inc. 20
Allen Investment Management LLC 20
Green Arrow Capital Management Llc 20
Corsicana & Co. 20
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 20
LaFleur & Godfrey LLC 20
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 20
Fure Financial Corp 20
Affinity Capital Advisors, LLC 20
Sanctuary Wealth Management, L.L.C. 20
MGVAX - MAINSTAY FUNDS - MainStay MacKay Infrastructure Bond Fund Class A 20
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 20
Cohen Lawrence B 20
Magnolia Private Wealth, LLC 20
Kings Path Partners LLC 20
Aldebaran Financial Inc. 20
Jamison Eaton & Wood Inc /nj 20
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 20
Horizon Wealth Management, LLC 20
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 20
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 20
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 20
Limestone Investment Advisors LP 20
Fosun International Ltd 20
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 20
CacheTech Inc. 20
FBAGX - FIDELITY SALEM STREET TRUST - Fidelity Tactical Bond Fund 20
denkapparat Operations GmbH 20
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 20
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 20
Northcape Wealth Management, Llc 20
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 20
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES 20
Cornerstone Wealth, LLC/TN 20
Del-Sette Capital Management, LLC 20
Vista Investment Partners Ii, Llc 20
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares 20
Delta Financial Group, Inc. 20
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 20
Oppenheimer Capital Income Fund 20
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 20
Elk River Wealth Management, LLC 20
Comprehensive Wealth Management, LLC 20
Jordan Park Group LLC 20
Vivaldi Opportunities Fund 19
Peak Capital Management Llc 19
Lester Murray Antman dba SimplyRich 19
Oppenheimer Limited-term Bond Fund 19
Union Savings Bank 19
MSTI - Madison ETFs Trust - Madison Short-Term Strategic Income ETF 19
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 19
Armstrong, Fleming & Moore, Inc 19
Lincoln Capital Corp 19
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 19
Seven Mile Advisory 19
Brown Wealth Management, Llc 19
Michael S. Ryan, Inc. 19
RB Capital Management, LLC 19
Sumitomo Mitsui Financial Group, Inc. 19
Saxony Capital Management, LLC 19
Newfoundland Capital Management 19
DoubleLine ETF Adviser LP 19
Perennial Advisors, LLC 19
Abbrea Capital, LLC 19
Wildermuth Endowment Strategy Fund 19
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 19
Benson Investment Management Company, Inc. 19
ORBA Wealth Advisors, L.L.C. 19
Kepos Capital LP 19
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 19
Jnl Strategic Income Fund Llc 19
Highwater Wealth Management, LLC 19
Traction Financial Partners, LLC 19
Independence Advisors, LLC 19
SIH Partners, LLLP 19
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 19
Blackrock Enhanced International Dividend Trust 19
Ark & Tlk Investments, Llc 19
NS Partners Ltd 19
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 19
Reliant Investment Management, LLC 19
EverPoint Asset Management, LLC 19
Western Asset Municipal Partners Fund Inc. 19
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 19
HF Advisory Group, LLC 19
WPWealth LLP 19
Advent Claymore Convertible Securities & Income Fund 19
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 19
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 19
Symmetry Peak Management Llc 19
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 19
Fiduciary Family Office, Llc 19
International Private Wealth Advisors LLC 19
Davis Asset Management, L.P. 19
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 19
Nokota Management, LP 19
Prince Street Capital Management LLC 19
STXM - EA Series Trust - Strive Mid-Cap ETF 19
OWSBX - OLD WESTBURY FUNDS INC - Old Westbury Short-Term Bond Fund 19
First National Advisers, LLC 19
Altrius Capital Management Inc 19
Tevis Investment Management 19
SHMDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Debt Fund Class I 19
Arjuna Capital 19
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 19
Divergent Wealth Advisors, Llc 19
Altman Advisors, Inc. 19
Hershey Financial Advisers, LLC 19
FDO Partners, LLC 19
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 19
EHLS - Tidal Trust II - Even Herd Long Short ETF 19
Forefront Analytics, LLC 19
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 19
Hotaling Investment Management, LLC 19
CWC Advisors, LLC. 19
Seacliff Capital, Llc 19
Values First Advisors, Inc. 19
Dougherty Wealth Advisers LLC 19
Cascades Capital Asset Management, LLC 19
Cornerstone Advisors Asset Management, Inc 19
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 19
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 19
London & Capital Asset Management Ltd 19
LWM Advisory Services, LLC 19
Omega Financial Group, LLC 19
Intergy Private Wealth, LLC 19
First Business Financial Services, Inc. 19
CORDA Investment Management, LLC. 19
Westmount Partners, LLC 19
Kepos Capital LP 19
Guardian Wealth Management, Inc. 19
Osbon Capital Management Llc 19
CastleKnight Management LP 19
10-15 Associates, Inc. 19
Destra Investment Trust Ii 19
Manhattan West Asset Management, LLC 19
Curian Series Trust 19
Aspire Capital Advisors LLC 19
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 19
Augustine Asset Management Inc 19
Maryland Capital Advisors Inc. 19
Mitchell Mcleod Pugh & Williams Inc 19
Jnl Series Trust - Jnl/mellon International Index Fund (a) 19
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 19
Power Corp of Canada 19
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 19
Alerus Investment Advisors Corp 19
Jacobson & Schmitt Advisors, Llc 19
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 19
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 19
Atlas Legacy Advisors, LLC 19
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 19
American National Registered Investment Advisor, Inc. 19
Partners Wealth Management, Llc 19
Fortress Investment Group LLC 19
Legacy Capital Partners, Inc. 19
Bedell Frazier Investment Counseling, LLC 19
Df Dent & Co Inc 19
LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A 19
WEDRX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Debt Fund Class R6 19
Copper Rock Capital Partners, LLC 19
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 19
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 19
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 19
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 19
Lvm Capital Management Ltd/mi 19
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 19
ZEGA Investments, LLC 19
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 19
UNIVEST FINANCIAL Corp 19
Prosperity Bancshares Inc 19
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 19
Waverton Investment Management Ltd 19
Anchorage Capital Group, L.L.C. 19
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 19
Tranquilli Financial Advisor LLC 19
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 19
Papp L Roy & Associates 19
Tacita Capital Inc 19
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 19
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 19
West Coast Financial LLC 19
Curated Wealth Partners LLC 19
Massar Capital Management, LP 19
Capital Impact Advisors, LLC 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 19
Bluesphere Advisors, LLC 19
Liontrust Investment Partners LLP 19
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 19
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Bond Fund Class 1 19
Beaumont Capital Management, LLC 19
Three Seasons Wealth, LLC 19
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 19
Dumont & Blake Investment Advisors Llc 19
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 19
Sig Brokerage, Lp 19
Delta Capital Management Llc 19
New Century Advisors, LLC 19
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 19
Kaizen Financial Strategies 19
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 19
Roanoke Asset Management Corp/ Ny 19
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 19
ACVF - ETF Opportunities Trust - American Conservative Values ETF 19
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 19
Selway Asset Management 19
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 19
First Dallas Securities Inc. 19
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 19
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 19
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 19
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 19
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 19
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 19
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 19
REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 19
Columbus Circle Investors 19
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 19
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 19
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 19
Uniplan Investment Counsel, Inc. 19
MFS VARIABLE INSURANCE TRUST II - MFS Government Securities Portfolio Initial Class 19
Am Investment Strategies Llc 19
Cypress Capital Management Llc 19
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 19
JAHAX - SARATOGA ADVANTAGE TRUST - James Alpha EHS Portfolio Class A Shares 19
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 19
Crawford Fund Management, LLC 19
VEGN - ETF Series Solutions - US Vegan Climate ETF 19
Delek Group, Ltd. 19
IBTE - iSHARES TRUST - iShares iBonds Dec 2024 Term Treasury ETF 19
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 19
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 19
SCSSX - STERLING CAPITAL FUNDS - Sterling Capital Securitized Opportunities Fund A Class 19
Schwartz Investment Counsel Inc 19
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 19
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 19
Ag2r La Mondiale Gestion D'actifs 19
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 19
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 19
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 19
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 19
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 19
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 19
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A 19
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 19
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C 19
Bell Bank 19
LTUSX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term U.S. Government Fund - Class A 19
LTMFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Municipal Fund - Class A 19
Noesis Capital Mangement Corp 19
Galaxy Capital Trading Ltd 19
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 19
Liberty One Investment Management, Llc 19
Kahn Brothers Group Inc /de/ 19
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 19
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 19
Carmignac Gestion 19
Afam Capital, Inc. 19
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 19
FUKOKU MUTUAL LIFE INSURANCE Co 19
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 19
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 19
Cowen Prime Services LLC 19
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 19
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 19
Cutler Investment Counsel Llc 19
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 19
Marco Investment Management Llc 19
Live Oak Private Wealth LLC 19
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 19
GRATRY & Co LLC 19
Portland Investment Counsel Inc. 19
Advanced Research Investment Solutions, Llc 19
SMB - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Short Municipal Index ETF 19
BINT - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Global Equity ETF 19
FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund 19
Girard Securities, Inc. 19
Hall Laurie J Trustee 19
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 19
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 19
Bay Pond Partners, L.P. 19
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 19
Thrivent Core Funds - Thrivent Core International Equity Fund 19
High Point Wealth Management, LLC 19
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 19
HDV - iSHARES TRUST - iShares Core High Dividend ETF 19
BSMS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF 19
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 19
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 19
Europacific Growth Fund 19
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 19
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 19
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 19
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 19
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 19
HHMAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A 19
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 19
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 19
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 19
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 19
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 19
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 19
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 19
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 19
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 19
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 19
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 19
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 19
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 19
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 19
Ninepoint Partners LP 19
Geneva Partners, LLC 19
Marvin & Palmer Associates Inc 18
3EDGE Asset Management, LP 18
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 18
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 18
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 18
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 18
Hill Island Financial Llc 18
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 18
Artemis Wealth Advisors, LLC 18
Douglas Lane & Associates, LLC 18
FSM Wealth Advisors, LLC 18
Sunflower Bank, N.A. 18
LINVGR - First Investors Life Series Funds - First Investors Life Series Investment Grade Fund 18
PBU - The Pension Fund of Early Childhood & Youth Educators 18
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock National Municipal Fund Investor A 18
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 18
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 18
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 18
Chessman Wealth Strategies Ria 18
Ovata Capital Management Ltd 18
Tilden Park Management I LLC 18
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 18
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 18
JS Capital Management LLC 18
Barnes Pettey Financial Advisors, Llc 18
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 18
Rice Partnership, LLC 18
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 18
Nuveen Flexible Investment Income Fund 18
Tema Etfs Llc 18
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 18
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 18
Baldwin Investment Management, LLC 18
Cyrus J. Lawrence, LLC 18
Advantage Trust Co 18
Xxi Wealth, Llc 18
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 18
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 18
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 18
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 18
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 18
Danda Trouve Investment Management, Inc. 18
Spectrum Asset Management, Inc. 18
Hyposwiss Advisors SA 18
Elgethun Capital Management 18
Copperwynd Financial, LLC 18
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 18
Investment Management Of Virginia Llc 18
Lombard Odier & Cie (Canada), Limited Partnership 18
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 18
Sollinda Capital Management LLC 18
Pring Turner Capital Group Inc 18
Embree Financial Group 18
Cypress Asset Management Inc/tx 18
BLGR - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Growth ETF 18
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 18
LaSalle Street Capital Management, LLC 18
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 18
Varma Mutual Pension Insurance Co 18
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 18
Asset Allocation & Management Company, LLC 18
APMU - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Intermediate Municipal Bond ETF 18
Q3 Asset Management 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Government Bond Fund Class I 18
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 18
BXM Wealth LLC 18
Oakmont Advisory Group, LLC 18
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 18
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 18
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 18
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 18
Fielder Capital Group LLC 18
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF 18
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 18
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 18
Newgate Capital Management Llc 18
Concentric Wealth Management, Llc 18
Granite FO LLC 18
Smith Thornton Advisors LLC 18
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 18
Towerpoint Wealth, LLC 18
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 18
MADDEN SECURITIES Corp 18
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 18
Yarger Wealth Strategies, Llc 18
Plan A Wealth LLC 18
Community Bank & Trust, Waco, Texas 18
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A 18
Warberg Asset Management LLC 18
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 18
Cassia Capital Partners, LLC 18
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 18
Xcel Wealth Management, LLC 18
Logan Stone Capital, LLC 18
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 18
Carlson Capital Management 18
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 18
First Wilshire Securities Management Inc 18
BluePath Capital Management, LLC 18
Derby & Company, Inc 18
Beryl Capital Management LLC 18
Kaydan Wealth Management, Inc. 18
Eclectic Associates Inc /adv 18
XY Capital Ltd 18
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 18
American Financial & Tax Strategies Inc 18
Narwhal Capital Management 18
Bbjs Financial Advisors, Llc 18
Kenmare Capital Partners, L.L.C. 18
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 18
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 18
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 18
Oxinas Partners Wealth Management LLC 18
EFIX - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Emerging Markets Debt ETF 18
Cohen Capital Management, Inc. 18
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 18
Neuberger Berman High Yield Strategies Fund Inc. 18
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I 18
First Trust High Income Long/short Fund 18
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 18
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 18
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 18
DBLLX - DoubleLine Funds Trust - DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I 18
B & T Capital Management DBA Alpha Capital Management 18
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 18
Madison Investment Advisors, LLC 18
Argyle Capital Partners, LLC 18
Appaloosa Lp 18
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 18
Slagle Financial, LLC 18
MYDA Advisors LLC 18
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 18
DecisionMap Wealth Management, LLC 18
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 18
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 18
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 18
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 18
Ritter Daniher Financial Advisory, Llc 18
IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P 18
Manske Wealth Management 18
Curtis Advisory Group, LLC 18
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 18
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 18
BEMB - iSHARES TRUST - iShares J.P. Morgan Broad USD Emerging Markets Bond ETF 18
Vantage Financial Partners Ltd., Inc. 18
Planwiser Financial, Llc 18
Board of the Pension Protection Fund 18
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 18
Blue Edge Capital, LLC 18
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 18
Narus Financial Partners, LLC 18
Passive Capital Management, LLC. 18
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 18
Waters Parkerson & Co., Llc 18
Summit Financial Group, Inc. 18
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 18
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 18
Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund 18
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 18
Davis Selected Advisers 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 18
Kerrisdale Advisers, LLC 18
ECSQX - Harbor Funds II - Embark Commodity Strategy Fund Retirement Class 18
Shelton Wealth Management, Llc 18
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 18
G2 Capital Management, Llc / Oh 18
Mitsubishi UFJ Asset Management (UK) Ltd. 18
Nippon Life Insurance Co 18
20/20 Capital Management, Inc. 18
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 18
VGMS - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond ETF ETF Shares 18
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 18
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 18
Leading Edge Financial Planning LLC 18
Financial Solutions Advisory Group, Inc. 18
Intesa Sanpaolo Wealth Management 18
Farmers & Merchants Trust Co of Long Beach 18
Trailhead Planners LLC 18
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 18
RAMIX - Advisor Managed Portfolios - Ramirez Core Bond Fund Institutional Class 18
Wright Managed Equity Trust 18
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 18
Siena Capital Llc 18
Voya Emerging Markets High Dividend Equity Fund 18
Wiser Advisor Group LLC 18
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 18
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 18
Truehand, Inc 18
Meridian Management Co 18
LKBAX - LKCM Funds - LKCM Balanced Fund 18
Onefund, Llc 18
Mizuho Securities Usa Llc 18
Coordinated Financial Services, Inc./CO 18
JTFCX - JPMORGAN TRUST II - JPMorgan Tax Free Bond Fund Class C 18
Sienna Gestion 18
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 18
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 18
Dentgroup LLC 18
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 18
Genus Capital Management Inc. 18
Dymon Asia Capital (singapore) Pte. Ltd. 18
Prasad Wealth Partners, LLC 18
Alpine Global Dynamic Dividend Fund 18
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 18
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 18
Ccg Wealth Management, Llc 18
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 18
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 18
Atherton Lane Advisers, Llc 18
ADVANCED SERIES TRUST - AST Western Asset Emerging Markets Debt Portfolio 18
Pictet & Cie (Europe) SA 18
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 18
Hendershot Investments Inc. 18
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 18
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 18
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A 18
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 18
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 18
Chiron Investment Management, LLC 18
Horizon Family Wealth, Inc. 18
New Covenant Trust Company, N.A. 18
DVY - iSHARES TRUST - iShares Select Dividend ETF 18
Emerald Advisors, LLC 18
Palisades Hudson Asset Management, L.P. 18
Concord Asset Management, LLC/VA 18
Mra Associates Usa Llc 18
Francis Financial, Inc. 18
Summit Investment Advisors, Inc. 18
LHIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia High Yield Municipal Fund Class A 18
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 18
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 18
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 18
Orleans Capital Management Corp/la 18
Perfromance Wealth Partners, LLC 18
General Electric Co 18
Strategies Wealth Advisors, LLC 18
Wellspring Financial Advisors, LLC 18
Sun Financial Inc 18
ETF Portfolio Partners, Inc. 18
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class 18
Theory Financial Llc 18
Richard C. Young & CO., LTD. 18
McCarthy Asset Management, Inc. 18
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 18
FPNIX - FPA NEW INCOME INC - FPA New Income, Inc. 18
Oppenheimer Corporate Bond Fund 18
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 18
Mkd Wealth Coaches, Llc 18
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 18
MOTMX - BNY MELLON FUNDS TRUST - BNY Mellon Municipal Opportunities Fund Class M 18
Apollo Management Holdings, L.P. 18
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 18
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 18
Sonora Investment Management Group, LLC 18
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 18
Oppenheimer Global Multi-asset Growth Fund 18
Nuveen Select Maturities Municipal Fund 18
Whitebox Mutual Funds 18
Plimoth Trust Co Llc 18
Liberty Square Wealth Partners Llc 18
BCR Wealth Strategies, LLC 18
Lynch & Associates/in 18
Milestone Advisory Partners 18
Sagewood Asset Management LP 18
IBMK - iSHARES TRUST - iShares iBonds Dec 2022 Term Muni Bond ETF 18
Btr Capital Management Inc 18
Gould Capital, LLC 18
Ironbridge Funds, Inc. 18
Alternative Strategies Fund 18
URTRX - USAA MUTUAL FUNDS TRUST - Target Retirement 2030 Fund 18
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 18
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 18
Scout Funds 18
Fmb Wealth Management 18
Dover Advisors, Llc 18
FC Advisory LLC 18
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 18
Mufg Securities Americas Inc. 18
Factory Mutual Insurance Co 18
TIER - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity Research ETF 18
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 18
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 18
Menard Financial Group LLC 18
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A 18
URFRX - USAA MUTUAL FUNDS TRUST - Target Retirement 2040 Fund 18
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 18
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 18
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 18
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 18
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 18
Capital Advantage, Inc. 18
BSMR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 18
Physicians Financial Services, Inc. 18
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 18
NEOS Investment Management LLC 18
Avitas Wealth Management LLC 18
Harbor Group, Inc. 18
Grand Wealth Management, Llc 18
Bryce Point Capital, LLC 18
RMRKX - Rimrock Funds Trust - Rimrock Core Bond Fund 18
Promus Capital, LLC 18
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 18
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 18
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 18
TOWER TRUST Co 18
Weatherstone Capital Management 18
Teton Advisors, LLC 18
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 18
Arvest Trust Co N A 18
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 18
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 18
Flatrock Wealth Partners LLC 18
BVAL - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Value ETF 18
Brouwer & Janachowski, LLC 18
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 18
Kettle Hill Capital Management, Llc 18
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 17
Schroder Capital Funds (delaware) 17
Counsel Portfolio Services Inc. 17
BUFG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Buffered Allocation Growth ETF 17
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class 17
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 17
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 17
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 17
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 17
Pier Capital, LLC 17
1ws Credit Income Fund 17
Virtus Insight Trust 17
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 17
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 17
Gruss & Co., LLC 17
TFSIX - Franklin Mutual Series Funds - Franklin Mutual Financial Services Fund Class A 17
Taconic Capital Advisors LP 17
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 17
Empire Life Investments Inc. 17
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 17
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 17
Gmt Capital Corp 17
Values Added Financial LLC 17
Chemistry Wealth Management LLC 17
Columbus Hill Capital Management, L.P. 17
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 17
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 17
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 17
Russell Clark Investment Management Ltd 17
Visionary Horizons, LLC 17
Forefront Wealth Partners, LLC 17
Alaska Permanent Capital Management 17
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 17
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 17
Private Wealth Advisors, Inc. 17
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 17
Roffman Miller Associates Inc /pa/ 17
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 17
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 17
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 17
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 17
Nuveen S&p 500 Buywrite Income Fund 17
Oregon Pacific Wealth Management, LLC 17
Connacht Asset Management LP 17
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 17
Arista Wealth Management, LLC 17
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 17
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 17
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 17
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 17
Baillie Gifford & Co 17
Columbia Trust Co 01012016 17
Dividend & Income Fund 17
Alpine Total Dynamic Dividend Fund 17
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 17
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Debt Fund CLASS P 17
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 17
Western Asset Municipal High Income Fund Inc. 17
Cornerstone Financial Partners, LLC 17
BOS Asset Management, LLC 17
ETHYX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance High Yield Municipal Income Fund Class A 17
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 17
Hyman Charles D 17
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 17
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 17
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 17
Claymore Exchange-traded Fund Trust 2 17
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 17
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 17
Context Capital Funds 17
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 17
Cornerstone Strategic Value Fund Inc 17
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 17
Stokes & Hubbell Capital Management, LLC 17
Sterling Ridge Capital Management LP 17
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 17
Bank of Marin 17
Blue Water Asset Management 17
Western Asset Municipal Defined Opportunity Trust Inc. 17
Darden Wealth Group Inc 17
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A 17
VELA Funds - VELA Income Opportunities Fund Class A 17
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 17
Canada Post Corp Registered Pension Plan 17
STIP - iSHARES TRUST - iShares 0-5 Year TIPS Bond ETF 17
Mezzasalma Advisors, LLC 17
Harvest Capital Management Inc 17
Ardsley Advisory Partners Lp 17
Helium Advisors LLC 17
Sonoma Allocations LLC 17
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 17
Autonomy Capital (Jersey) L.P. 17
W Advisors, Llc 17
Meyer Handelman Co 17
Investment Management Corp /va/ /adv 17
Broadview Funds Trust 17
Arrowroot Family Office, LLC 17
Capitolis Liquid Global Markets Llc 17
Espalier Global Management LLC 17
Intellus Advisors LLC 17
Pacific Alternative Asset Management Company, Llc 17
Amici Capital, LLC 17
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 17
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 17
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 17
Underlying Funds Trust 17
Oceanside Advisors LLC 17
Hamrick Investment Counsel, llc 17
Beacon Financial Planning, Inc 17
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 17
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 17
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 17
NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A 17
COLTX - COLUMBIA FUNDS SERIES TRUST I - Columbia Tax-Exempt Fund Class A 17
Grant/GrossMendelsohn, LLC 17
First International Bank of Israel Ltd. 17
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 17
Bigelow Investment Advisors, LLC 17
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 17
Balanced Rock Investment Advisor 17
Heritage Family Offices, LLP 17
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 17
Financial Avengers, Inc. 17
McNaughton Wealth Management, LLC 17
Gunpowder Capital Management, LLC dba Oliver Wealth Management 17
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 17
Hara Capital LLC 17
Folger Nolan Fleming Douglas Capital Management, Inc 17
Nadler Financial Group, Inc. 17
Sovarnum Capital L.p. 17
Poehling Capital Management, LLC 17
Apex Capital Management 17
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 17
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 17
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 17
Kanawha Capital Management Llc 17
Caz Investments Lp 17
Woodstock Corp 17
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 17
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 17
RiverGlades Family Offices LLC 17
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 17
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 17
Impact Capital Partners LLC 17
a16z Perennial Management, L.P. 17
Johanson Financial Advisors, Inc. 17
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 17
Three Corner Global Investors LP 17
Sandbox Financial Partners, LLC 17
New Generation Advisors, Llc 17
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 17
All Terrain Financial Advisors, LLC 17
John Hancock Tax-advantaged Global Shareholder Yield Fund 17
Ellenbecker Investment Group 17
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 17
Clune & Associates, Ltd. 17
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 17
Cherry Creek Investment Advisors, Inc. 17
LOM Asset Management Ltd 17
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 17
Unique Wealth, Llc 17
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 17
Qvr Llc 17
WoodTrust Financial Corp 17
Storgate, LLC 17
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 17
Centre Asset Management, LLC 17
First Ascent Asset Management, LLC 17
CFSTX - COMMERCE FUNDS - The Short Term Government Fund Shares 17
Planning Directions Inc 17
Matrix Asset Advisors Inc/ny 17
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 17
Riverpoint Wealth Management Holdings, LLC 17
TrimTabs Asset Management, LLC 17
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 17
Westshore Wealth, LLC 17
Chesapeake Wealth Management 17
Nicola Wealth Management Ltd. 17
URFFX - USAA MUTUAL FUNDS TRUST - Target Retirement 2050 Fund 17
SG Trading Solutions, LLC 17
DHNAX - DIAMOND HILL FUNDS - Diamond Hill Core Plus Bond Fund Investor 17
Eaton Vance Short Duration Diversified Income Fund 17
Allen Mooney & Barnes Investment Advisors LLC 17
Sompo Japan Nipponkoa Asset Management Co.,ltd. 17
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 17
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 17
Bank Of Stockton 17
Northstar Investment Advisors Llc 17
BlueStem Wealth Partners, LLC 17
Destra International & Event-driven Credit Fund 17
Miller Global Investments, LLC 17
Meadow Creek Wealth Advisors Llc 17
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 17
IBTD - iSHARES TRUST - iShares iBonds Dec 2023 Term Treasury ETF 17
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 17
IBTG - iSHARES TRUST - iShares iBonds Dec 2026 Term Treasury ETF 17
AG Campbell Advisory, LLC 17
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 17
Henry James International Management Inc. 17
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 17
PGVFX - FORUM FUNDS - Polaris Global Value Fund 17
Geller Advisors LLC 17
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 17
Mlp3, Llc 17
Bridge Creek Capital Management LLC 17
Autus Asset Management, LLC 17
Sentry Investments Corp. 17
URINX - USAA MUTUAL FUNDS TRUST - Target Retirement Income Fund 17
Viking Fund Management Llc 17
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 17
Impact Investors, Inc 17
Wells Financial Advisors INC 17
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 17
Sanders Capital, LLC 17
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 17
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 17
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 17
SHMDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Fund Institutional Class 17
Braver Wealth Management, LLC 17
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 17
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 17
QGLDX - Advisors Preferred Trust - The Gold Bullion Strategy Fund Investor Class Shares 17
Adirondack Retirement Specialists, Inc. 17
Perpetual Investment Management Ltd 17
Foresight Wealth Management, LLC 17
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 17
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 17
AM Squared Ltd 17
Community Capital Management, Inc. 17
Founders Capital Management, Llc 17
Barry Investment Advisors, LLC 17
Wheatland Advisors Inc 17
ADVANCED SERIES TRUST - AST Bond Portfolio 2024 17
Hosking Partners LLP 17
Valued Retirements, Inc. 17
Brown Miller Wealth Management, LLC 17
Buckingham Capital Management, Inc. 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 17
Eventide Asset Management, Llc 17
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 17
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 17
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 17
Hamilton Point Investment Advisors, LLC 17
Annandale Capital, LLC 17
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 17
Compass Capital Corp /ma/ /adv 17
Greenwood Gearhart Inc 17
M3 Partners Lp 17
Westbourne Investments, Inc. 17
Fedenia Advisers LLC 17
Motley Fool Asset Management LLC 17
Pineno Levin & Ford Asset Management, Inc. 17
Franklin Mutual Advisers Llc 17
Westbourne Investment Advisors, Inc. 17
Planning Solutions Group Llc 17
Torch Wealth Management LLC 17
Susquehanna International Group Ltd. 17
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 17
RMBFX - RMB INVESTORS TRUST - RMB Mendon Financial Long/Short Fund Class A 17
Waycross Partners, Llc 17
Black Diamond Financial, LLC 17
HITE Hedge Asset Management LLC 17
Tiemann Investment Advisors, Llc 17
Northeast Planning Associates, Inc. / Nh / 17
Minot Wealth Management LLC 17
Copley Financial Group, Inc. 17
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 17
Pecaut & Co. 17
Financial Partners Capital Management Llc 17
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 17
PPM Funds - PPM High Yield Core Fund (Inst) 17
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 17
NOLCX - Northern Funds - Northern Large Cap Core Fund 17
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 17
Strategic Equity Management 17
Militia Capital Partners, LP 17
YieldStreet Prism Fund Inc. 17
Noven Financial Group, Inc. 17
Northeast Investment Management 17
MBA Advisors LLC 17
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 17
Efficient Market Advisors, LLC 17
Boltwood Capital Management 17
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 17
Wealthcare Capital Partners, LLC 17
Jnl Series Trust - Jnl/s&p 4 Fund (a) 17
Duff & Phelps Investment Management Co 17
SageGuard Financial Group, LLC 17
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 17
Kiely Wealth Advisory Group, Inc. 17
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 17
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 17
SCEC - Capitol Series Trust - Sterling Capital Enhanced Core Bond ETF 17
Martin & Co Inc /tn/ 17
Park Edge Advisors, LLC 17
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 17
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 17
Mizuho Markets Americas Llc 17
Employers Holdings, Inc. 17
44 Wealth Management Llc 17
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 17
Blackston Financial Advisory Group, LLC 17
CMIFX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Founders Class 17
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 17
Rock Point Advisors, LLC 16
Fideuram - Intesa Sanpaolo Private Banking S.p.a. 16
Pwmco Llc 16
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 16
SSIZX - Northern Lights Fund Trust - Sierra Tactical Core Income Fund Class A Shares 16
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 16
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 16
MMPEX - MAINSTAY FUNDS TRUST - MainStay ESG Multi-Asset Allocation Fund SIMPLE Class 16
Ade, Llc 16
Peachtree Investment Advisors, Inc. 16
Pear Tree Advisors Inc 16
Passport Capital, LLC 16
Adroit Compliance, LLC 16
JMUB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 16
Capital City Trust Co/fl 16
Lighthouse Financial Advisors, Inc. 16
KKM Financial LLC 16
OneAscent Family Office, LLC 16
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 16
Cedar Capital, Llc 16
Shaker Investments Llc/oh 16
Bank of Kentucky, Inc. 16
VSSVX - VALIC Co I - Small Cap Special Values Fund 16
Snider Financial Group 16
Senator Investment Group LP 16
Platte River Wealth Advisors, LLC 16
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 16
Compass Efficient Model Portfolios, LLC 16
Consultiva Wealth Management, Corp. 16
Family Capital Trust Co 16
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 16
Blackrock Enhanced Equity Dividend Trust 16
Lane & Associates LLC 16
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP 16
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 16
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 16
Hidden Cove Wealth Management, LLC 16
Phillips Wealth Planners LLC 16
S&co Inc 16
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 16
BT Wealth Management LLC 16
Integrity Wealth Solutions LLC 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 16
Amussen Hunsaker Associates Llc 16
OHIO NATIONAL FUND INC - ON International Equity Portfolio 16
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 16
Fbl Investment Management Services Inc/ia 16
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C 16
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 16
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 16
CMH Wealth Management LLC 16
MRP Capital Investments, LLC 16
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 16
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares 16
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 16
Randolph Co Inc 16
Southern Capital Advisors, Llc 16
American Trust Investment Advisors, LLC 16
Tanager Wealth Management LLP 16
TT International Asset Management LTD 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 16
Kure Advisory, LLC 16
PACIFIC FUNDS SERIES TRUST - PF Inflation Managed Fund CLASS P 16
OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares 16
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 16
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II 16
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 16
Tax-managed Global Small-cap Portfolio 16
Reynders McVeigh Capital Management, LLC 16
Bridgecreek Investment Management, LLC 16
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 16
Orgel Wealth Management, LLC 16
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 16
Cooperatieve Rabobank U.A. 16
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 16
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 16
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 16
NCIRX - Nuveen Managed Accounts Portfolios Trust - Nuveen Core Impact Bond Managed Accounts Portfolio Common Shares 16
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 16
PCY - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF 16
Deuterium Capital Management, LLC 16
Columbia River Financial Group, LLC 16
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 16
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 16
Auxano Advisors, LLC 16
Nkcfo Llc 16
LifeGoal Wealth Advisors 16
Beaumont Asset Management, L.L.C. 16
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 16
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 16
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares 16
GSIB - Themes ETF Trust - Themes Global Systemically Important Banks ETF 16
Indices-Pac Research Corp. 16
Meredith Wealth Planning 16
Lombard Odier Transatlantic, Limited Partnership 16
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 16
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 16
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 16
Catapult Capital Management Llc 16
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 16
Reicon Wealth Advisors, Llc 16
Sfam, Llc 16
HSBC FUNDS - HSBC High Yield Fund Class A 16
OMNI 360 Wealth, Inc. 16
Indie Asset Partners, LLC 16
WIREX - PFS FUNDS - Wireless Fund 16
Brooks, Moore & Associates, Inc. 16
THIMX - THORNBURG INVESTMENT TRUST - Thornburg Intermediate Municipal Fund - Class A 16
Iridian Asset Management Llc/ct 16
First County Bank /CT/ 16
Frontier Asset Management, LLC 16
O'ROURKE & COMPANY, Inc 16
Emerald Investment Advisers, LLC 16
PENN SERIES FUNDS INC - Mid Core Value Fund 16
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 16
IFG Advisors, LLC 16
Tatro Capital, LLC 16
MBDBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Debt Portfolio Class II 16
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 16
AVVYX - AMERICAN CENTURY VARIABLE PORTFOLIOS INC - VP Avantis Global Equity Allocation Fund Y Class 16
TRB Wealth Management, LLC 16
3Chopt Investment Partners, LLC 16
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 16
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 16
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 16
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 16
PENN SERIES FUNDS INC - Quality Bond Fund 16
Fruth Investment Management 16
Kleinwort Benson Investors Dublin Ltd 16
LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS 16
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 16
Caldwell & Orkin Inc 16
Laraway Financial Inc 16
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 16
Eaton Financial Holdings Company, LLC 16
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 16
Advisor Consultant Network Inc 16
Chelsea Counsel Co 16
TCP Asset Management, LLC 16
Avenue Income Credit Strategies Fund 16
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 16
Fidelity D & D Bancorp Inc 16
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 16
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 16
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 16
Grant Private Wealth Management Inc 16
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 16
Midwest Financial Group LLC 16
Stance Capital Llc 16
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 16
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 16
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 16
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) 16
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 16
Clear Street Llc 16
Cue Financial Group, Inc. 16
Ipsen Advisor Group LLC 16
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 16
H. L. Ormond & Company, LLC 16
LDMYX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Bond Fund Class I 16
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 16
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 16
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 16
Gratus Wealth Advisors, LLC 16
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 16
Matauro, Llc 16
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 16
Quest Investment Management Llc 16
EANAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance National Municipal Income Fund Class A 16
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 16
Voya International High Dividend Equity Income Fund 16
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 16
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 16
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 16
Emory University 16
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class 16
Douglas C. Lane & Associates, Inc. 16
PFW Advisors LLC 16
Saiers Capital, LLC 16
RWC Asset Management LLP 16
CogentBlue Wealth Advisors, LLC 16
New Perspective Fund 16
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 16
LongView Wealth Management 16
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 16
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 16
TrueWealth Financial Partners 16
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 16
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 16
Banta Asset Management Lp 16
Echo45 Advisors LLC 16
Ashmore Group plc 16
Keb Asset Management, Llc 16
Gruss Capital Management LP 16
First Opportunity Fund Inc 16
CWSIX - Chartwell Funds - Chartwell Small Cap Value Fund 16
Fpc Investment Advisory, Inc. 16
Castle Creek Capital Partners Iv, Lp 16
Curran Financial Partners, LLC 16
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 16
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 16
Modus Advisors, LLC 16
Hayek Kallen Investment Management 16
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 16
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 16
REBAX - Columbia Funds Series Trust II - Columbia Emerging Markets Bond Fund Class A 16
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 16
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 16
MMIT - IndexIQ Active ETF Trust - IQ MacKay Municipal Intermediate ETF 16
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 16
Vontobel Asset Management Inc 16
VMCVX - VALIC Co II - Mid Cap Value Fund 16
Hardin Capital Partners, LLC 16
Sather Financial Group Inc 16
Swarthmore Group Inc 16
Knott David M Jr 16
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 16
Ally Financial Inc. 16
Chapin Davis, Inc. 16
Permanens Capital L.P. 16
BRCAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Balanced-Risk Commodity Strategy Fund Class A 16
Z3 Capital Partners, LLC 16
Van Diest Capital, LLC 16
Continental Investors Services, Inc. 16
Oak Asset Management, LLC 16
AQINX - AQR Funds - AQR International Equity Fund Class N 16
First Pacific Advisors, LP 16
Vista Capital Partners, Inc. 16
Schwarz Dygos Wheeler Investment Advisors Llc 16
Federated Premier Municipal Income Fund 16
Providence First Trust Co 16
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 16
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 16
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 16
Vanguard Specialized Funds 16
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 16
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 16
Three Peaks Capital Management, LLC 16
FLTN - Collaborative Investment Series Trust - Rareview Inflation/Deflation ETF 16
Legacy Trust 16
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 16
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 16
17 Capital Partners, Llc 16
Cogent Private Wealth, Inc. 16
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 16
Stiles Financial Services Inc 16
Cumberland Advisors Inc 16
Davidson Kempner Capital Management Lp 16
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 16
Jd Capital Management Llc 16
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 16
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock High Yield Municipal Fund Investor A 16
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 16
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 16
Martin Currie Ltd 16
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 16
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 16
Sky Investment Group LLC 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 16
Viking Global Investors Lp 16
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 16
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 16
Correct Capital Wealth Management 16
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 16
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 16
Oppenheimer Main Street Small Cap Fund 16
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 16
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 16
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 16
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 16
Newport Wealth Strategies, Inc. 16
Wafra Inc. 16
Concentric Capital Strategies, LP 16
Deutsche Money Market Trust 16
Henderson Brothers Financial Partners, LLC 16
First National Bank of Mount Dora, Trust Investment Services 16
Growth Fund Of America 16
Trilogy Global Advisors Lp 16
Kendall Capital Management 16
Defined Wealth Management, Llc 16
BlackRock ETF Trust II - iShares Global Government Bond USD Hedged Active ETF 16
Ofi Invest Asset Management 16
AVMU - AMERICAN CENTURY ETF TRUST - Avantis Core Municipal Fixed Income ETF 16
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF 16
Christopher J. Hasenberg, Inc 16
Equitec Specialists, Llc 16
Cooke & Bieler Lp 16
Volterra Technologies LP 16
VCIEX - VALIC Co I - International Equities Index Fund 16
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 16
Brooklyn FI, LLC 16
BIGTX - Monteagle Funds - The Texas Fund Class I 16
LOMMX - CGM TRUST - CGM Mutual Fund 16
WBBNX - WILLIAM BLAIR FUNDS - William Blair Bond Fund Class N 16
Delta Global Management LP 16
Cypress Financial Planning Llc 16
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 16
360 Financial, Inc. 16
FEDERATED CORE TRUST - High Yield Bond Portfolio 16
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 16
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 16
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 16
LGT Fund Management Co Ltd. 16
Lutz Financial Services LLC 16
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 16
Themes Management Co LLC 16
NSI Retail Advisors, LLC 16
Sunburst Financial Group, LLC 16
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 16
USSH - WisdomTree Trust - WisdomTree 1-3 Year Laddered Treasury Fund 16
Fortune Financial Advisors, LLC 16
Morgan Stanley Emerging Markets Debt Fund Inc 16
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 16
Munich Reinsurance Co Stock Corp in Munich 16
Avondale Wealth Management 16
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 16
EVGLX - World Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 16
BlackRock Funds V - BlackRock Emerging Markets Flexible Dynamic Bond Portfolio Investor A Shares 16
Stone Point Wealth LLC 16
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 16
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 16
Source Financial Advisors LLC 16
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 16
LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A 16
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 16
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 16
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 16
Cai Capital Management, Inc. 16
DSIGX - BNY MELLON ULTRA SHORT INCOME FUND - BNY Mellon Ultra Short Income Fund Class Z 16
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 16
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 16
Transatlantique Private Wealth Llc 16
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 16
Adalta Capital Management LLC 16
National Penn Investors Trust Co /pa 16
VANGUARD CMT FUNDS - Vanguard Municipal Low Duration Fund 16
STXT - EA Series Trust - Strive Total Return Bond ETF 16
Parameter Capital Management LLC 16
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 16
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 16
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 16
Spectrum Financial Alliance Ltd LLC 16
Schooner Investment Group, LLC. 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 16
CIC Wealth, LLC 16
Itau USA Asset Management Inc. 16
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 16
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 16
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 16
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 16
Private Wealth Partners, LLC 16
GENT - Spinnaker ETF Series - Genter Capital Taxable Quality Intermediate ETF 16
Mubadala Investment Co PJSC 16
Benedetti & Gucer, Inc. 16
AGOVX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Income Fund Class A 16
First Western Trust Bank 16
Falcon Point Capital, Llc 16
Marble Wealth, LLC 16
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 16
Haverford Financial Services, Inc. 16
Minot DeBlois Advisors LLC 16
IFS Group,LLC 16
Vance Wealth, Inc. 16
NOINX - Northern Funds - Northern International Equity Index Fund 16
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 16
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 16
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 16
Markston International Llc 16
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 16
Hill Investment Group Partners, LLC 16
Malaga Cove Capital, LLC 16
JBJ Investment Partners, LLC 16
Alta Capital Management Llc/ 16
Baxter Bros Inc 16
Dixon Mitchell Investment Counsel Inc. 16
Palisades Investment Partners, LLC 15
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 15
HAP Trading, LLC 15
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 15
Integris Wealth Management, LLC 15
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 15
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 15
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 15
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 15
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 15
Select Equity Group, L.P. 15
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 15
Semus Wealth Partners LLC 15
Danica Pension, Livsforsikringsaktieselskab 15
Larry Mathis Financial Planning, LLC 15
Entrewealth, Llc 15
Fi3 FINANCIAL ADVISORS, LLC 15
Otter Creek Advisors, LLC 15
Argonautica Private Wealth Management, Inc 15
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A 15
True Capital Management 15
Michels Family Financial, LLC 15
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 15
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 15
Third View Private Wealth, LLC 15
Guggenheim Taxable Municipal Managed Duration Trust 15
Point Nemo Capital, LLC 15
Canyon Capital Advisors Llc 15
Rooted Wealth Advisors, Inc. 15
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 15
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 15
Parnassus Investments /ca 15
Walleye Partners, LLC 15
Pacific Global Investment Management Co 15
IBML - iSHARES TRUST - iShares iBonds Dec 2023 Term Muni Bond ETF 15
GenWealth Group, Inc. 15
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 15
New World Fund Inc 15
THCSX - THORNBURG INVESTMENT TRUST - Thornburg Core Plus Bond Fund Class R6 15
KM Capital Management Ltd. 15
Cornerstone Total Return Fund Inc 15
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 15
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 15
Millennium Capital Advisors, LLC 15
Aurora Investment Counsel 15
WUSAX - WANGER ADVISORS TRUST - Wanger USA 15
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 15
Stronghold Wealth Management L.L.C. 15
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 15
Owl Creek Asset Management, L.P. 15
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 15
First Financial Bankshares Inc 15
WHV Investments, Inc. 15
Corsair Capital Management, L.p. 15
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 15
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 15
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 15
Miller Value Partners, Llc 15
Morton Community Bank 15
Dynamic Wealth Strategies, LLC 15
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 15
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 15
National Rural Electric Cooperative Association 15
MEMBERS Trust Co 15
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 15
Hollow Brook Wealth Management LLC 15
Estate Planners Group, LLC 15
EnRich Financial Partners LLC 15
Wilkins Miller Wealth Management, LLC 15
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 15
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 15
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 15
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 15
Lionshead Wealth Management, LLC 15
Colrain Capital Llc 15
Montrusco Bolton Investments Inc. 15
Verdad Advisers, LP 15
Marshwinds Advisory Co 15
Nearwater Capital Markets, Ltd 15
Silver Capital Management Llc 15
McCartney Wealth Management LLC 15
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 15
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 15
Overbrook Management Corp 15
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 15
American Independence Financial Services LLC 15
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 15
Permanent Capital Management, LP 15
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 15
PROFUNDS - ProFund Access VP High Yield 15
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 15
Basso Capital Management, L.p. 15
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 15
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 15
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 15
PACIFIC SELECT FUND - Comstock Portfolio Class I 15
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 15
PACIFIC SELECT FUND - Currency Strategies Portfolio CLASS I 15
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 15
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 15
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 15
Cedar Hill Associates, Llc 15
Midwest Capital Advisors, LLC 15
Frederick Financial Consultants, LLC 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 15
Benedict Financial Advisors Inc 15
Access Financial Services, Inc. 15
Elkhorn Investments, LLC 15
DXCTX - DIREXION FUNDS - Direxion Indexed Commodity & Income Strategy Fund Investor Class 15
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 15
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 15
Twin Lakes Capital Management, LLC 15
Centerpoint Advisory Group 15
Karn, Couzens & Associates, Inc. 15
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 15
NOIGX - Northern Funds - Northern International Equity Fund 15
PIMCO FUNDS - PIMCO Real Return Portfolio 15
Peck Wealth Management, LLC 15
PTRIX - PIMCO FUNDS - PIMCO Mortgage-Backed Securities Fund Institutional 15
Granite Investment Advisors, LLC 15
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 15
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 15
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 15
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 15
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A 15
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 15
Ledgewood Wealth Advisors, LLC 15
Curat Global, LLC 15
Tweedy, Browne Co LLC 15
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 15
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 15
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 15
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 15
Barnes Dennig Private Wealth Management LLC 15
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 15
Sadoff Investment Management Llc 15
Outfitter Advisors, Ltd. 15
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 15
SFBPX - GREAT-WEST FUNDS INC - Great-West SecureFoundation Balanced ETF Fund Class A 15
FLDKX - FIRST INVESTORS INCOME FUNDS - First Investors Limited Duration Bond Fund Class A 15
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 15
BATEX - Blackrock Allocation Target Shares - Bats Series E 15
LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund 15
Bowman & Co S.C. 15
RFG - Bristol Wealth Advisors, LLC 15
Keystone Financial Services 15
Ml & R Wealth Management Llc 15
FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A 15
Atalanta Sosnoff Capital, Llc 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Government Securities Fund Series I 15
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 15
Van Den Berg Management I, Inc 15
Warren Street Wealth Advisors, LLC 15
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 15
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 15
Peak Financial Advisors Llc 15
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 15
Coulter & Justus Financial Services, LLC 15
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 15
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 15
Aquire Wealth Advisors, LLC 15
Simmons First Trust Co Na 15
VELA Investment Management, LLC 15
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 15
American Planning Services, Inc. 15
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 15
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 15
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 15
Pillar Wealth Advisors, LLC 15
Cardinal Point Wealth Management Partners, LLC 15
Isi Strategy Fund Inc 15
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 15
Camden National Bank 15
GSUIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Mortgages Fund Institutional 15
Icc Capital Management Inc/ 15
Pinnacle Financial Group, LLC / IL 15
IVC Wealth Advisors LLC 15
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 15
Stonehage Fleming (uk) Ltd 15
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 15
Brady Martz Wealth Solutions, LLC 15
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF 15
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 15
Capricorn Fund Managers Ltd 15
Nuveen Quality Preferred Income Fund 15
PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. 15
Eudaimonia Advisors Llc 15
Westhampton Capital, LLC 15
PICTET BANK & TRUST Ltd 15
Aull & Monroe Investment Management Corp 15
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 15
LST - Managed Portfolio Series - Leuthold Select Industries ETF 15
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 15
Spinnaker Investment Group, LLC 15
Graham Capital Wealth Management, Llc 15
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 15
Ceros Financial Services Inc. 15
Shorepoint Capital Partners LLC 15
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 15
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 15
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 15
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 15
Peterson Wealth Management 15
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 15
AVMA - AMERICAN CENTURY ETF TRUST - Avantis Moderate Allocation ETF 15
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 15
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 15
EVFMX - World Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund R4 Class Shares 15
EVFGX - World Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund R4 Class Shares 15
Kirr Marbach & Co Llc /in/ 15
Bedrijfstakpensioenfonds Voor De Media Pno 15
ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares 15
Select Asset Management & Trust 15
KRMA - Global X Funds - Global X Conscious Companies ETF 15
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 15
Court Place Advisors, LLC 15
Terril Brothers, Inc. 15
Stamos Capital Partners, L.p. 15
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 15
Total Wealth Planning, Llc 15
Great Point Wealth Advisors, LLC 15
Dreyfus Cash Management 15
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 15
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 15
PDSAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Short Duration Muni High Income Fund Class A 15
Glassy Mountain Advisors, Inc. 15
Grace & White Inc /ny 15
Clark Estates Inc/ny 15
Traverso Chambers Private Wealth Management, LLC 15
Fonville Wealth Management LLC 15
Trivant Custom Portfolio Group, LLC 15
Howard Bailey Securities, Llc 15
Shulman DeMeo Asset Management LLC 15
QSTAX - Advisors Preferred Trust - Quantified STF Fund Advisor Class Shares 15
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 15
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 15
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 15
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 15
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 15
Rowland & Co Investment Counsel/adv 15
Algebris (uk) Ltd 15
Protective Life Corp 15
Private Wealth Group, LLC 15
Hovde Capital Advisors Llc 15
Vawter Financial, Ltd. 15
Red Cedar Investment Management, Llc 15
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 15
Endex Capital Management Llc 15
Elm Advisors, Llc 15
McGuire Investment Group, LLC 15
Tower Square Investment Management, Llc 15
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 15
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I 15
Code Waechter LLC 15
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 15
First Citizens Financial Corp 15
Confluence Wealth Management LLC 15
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 15
Providence Wealth Advisors, LLC 15
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 15
Proquility Private Wealth Partners, LLC 15
Mayport, Llc 15
Lara, May & Associates, Llc 15
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 15
Solitude Financial Services 15
Andina Capital Management, LLC 15
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 15
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 15
EQCHX - Investment Managers Series Trust II - AXS Chesapeake Strategy Fund Class I Shares 15
Ruggaard & Associates LLC 15
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 15
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 15
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 15
Longview Financial Advisors LLC 15
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 15
Insight Inv LLC 15
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 15
Alliance Wealth Management Group 15
Guardian Partners Inc. 15
Securian Funds Trust - SFT T. Rowe Price Value Fund 15
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 15
ParenteBeard Wealth Management, LLC 15
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 15
Spartan Planning & Wealth Management 15
New Vernon Capital Holdings II LLC 15
Equita Financial Network, Inc. 15
MSNCX - MFS MUNICIPAL SERIES TRUST - MFS North Carolina Municipal Bond Fund A 15
SLANX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Latin America Equity Fund Class A 15
Aspen Wealth Strategies, LLC 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 15
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 15
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 15
Kabarec Financial Advisors, Ltd. 15
James Hambro & Partners 15
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 15
Qualcomm Inc/de 15
KFA Private Wealth Group, LLC 15
Haafor (Singapore) Pte. Ltd. 15
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 15
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 15
X-Square Capital, LLC 15
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 15
Sebold Capital Management, Inc. 15
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 15
Managed Account Services Inc 15
Flippin Bruce & Porter Inc 15
BHK Investment Advisors, LLC 15
Swiss Re Ltd 15
MFARX - MFS MUNICIPAL SERIES TRUST - MFS Arkansas Municipal Bond Fund A 15
Sanford Advisory Services, LLC 15
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 15
25 Llc 15
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 15
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 15
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 15
Carderock Capital Management Inc 15
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 15
Harvest Management Llc 15
Governors Lane LP 15
Acas, Llc 15
Canoe Financial LP 15
Channel Wealth Llc 15
GMTEX - GPS Funds I - GuideMark(R) Tax-Exempt Fixed Income Fund Service Shares 15
Etesian Wealth Advisors, Inc. 15
MKP Capital Management, L.L.C. 15
Mazama Capital Management Inc 15
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 15
Strategic Financial Planning, Inc. 15
Cornerstone Advisors, LLC 15
Delaware Investments National Municipal Income Fund 15
JSF Financial, LLC 15
Equity Investment Corp 15
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 15
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 15
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 15
Tran Capital Management, L.p. 15
Epstein & White Financial LLC 15
Institutional Investment Strategy Fund 15
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 15
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 15
Ar Asset Management Inc 15
Morgan Stanley Income Securities Inc 15
Bridgewealth Advisory Group, LLC 15
PACIFIC FUNDS SERIES TRUST - PF Currency Strategies Fund CLASS P 15
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 15
Culbertson A N & Co Inc 15
Exos TFP Holdings LLC 15
Lincluden Management Ltd 15
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 15
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 15
Pioneer Diversified High Income Trust 15
XTEN - BondBloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF 15
Granahan Investment Management Inc/ma 15
Dohj, Llc 15
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 15
CCRV - iShares U.S. ETF Trust - iShares Commodity Curve Carry Strategy ETF 15
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 15
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 15
UBP Investment Advisors SA 15
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 15
WESCAP Management Group, Inc. 15
Townsend & Associates, Inc 15
Family Investment Center, Inc. 15
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 15
STXG - EA Series Trust - Strive 1000 Growth ETF 15
Global Opportunities Portfolio - Global Opportunities Portfolio 15
Port Capital LLC 15
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 15
Robinson Value Management, Ltd. 15
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 15
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 15
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 15
Kestrel Investment Management Corp 15
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 15
PAELX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Local Currency Bond Fund Advisor Class 15
L.K. Benson & Company, P.C. 15
Hourglass Capital, Llc 15
ARS Investment Partners, LLC 15
Birch Hill Investment Advisors LLC 15
Nuance Investments, Llc 15
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 15
Williams & Novak, LLC 15
A4 Wealth Advisors LLC 15
Schnieders Capital Management, Llc. 15
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 14
Master Portfolio Trust 14
Valley National Bancorp 14
GMICX - GMO TRUST - GMO International Equity Fund Class II 14
Nicholson Wealth Management Group, LLC 14
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 14
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 14
Myriad Asset Management Advisors LLC 14
MMGAX - MFS MUNICIPAL SERIES TRUST - MFS Georgia Municipal Bond Fund A 14
Baring International Investment Ltd 14
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 14
MCDWX - MANNING & NAPIER FUND, INC. - Credit Series Class W 14
Lindenwold Advisors 14
RELIANCE TRUST Co 14
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 14
Patriot Wealth Management, Inc. 14
Merrion Investment Management Co, LLC 14
Allegiant Private Advisors, LLC 14
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 14
Fintrust Investment Advisory Services, Llc 14
NOIEX - Northern Funds - Northern Income Equity Fund 14
First Washington CORP 14
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 14
DSC Advisors, L.P. 14
Kaye Capital Management 14
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 14
Sanchez Gaunt Capital Management, LLC 14
Carroll Advisory Group, LLC 14
Intrepid Capital Management Inc 14
Smith Capital Management Inc /ar/adv 14
Boyer & Corporon Wealth Management, LLC 14
USFR - WisdomTree Trust - WisdomTree Floating Rate Treasury Fund N/A 14
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 14
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 14
Henderson Global Funds 14
Tradition Asset Management Llc 14
Long Wharf Investors, Inc. 14
Scott Marsh Financial, LLC 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 14
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 14
Forty4 Asset Management LLC 14
VCI Wealth Management LLC 14
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 14
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 14
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 14
Kinloch Capital, LLC 14
Elevation Series Trust - The Disciplined Growth Investors Fund 14
Monograph Wealth Advisors, Llc 14
Corbyn Investment Management Inc/md 14
Coe Capital Management, LLC 14
Dreyfus Manager Funds I 14
Petros Family Wealth, LLC 14
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 14
First Trust Investment Solutions L.P. 14
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares 14
AFBIX - PROFUNDS - Access Flex Bear High Yield ProFund Investor Class 14
Spectrum Planning & Advisory Services Inc. 14
Orbitronix, LP 14
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 14
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 14
MAS Advisors LLC 14
Northeast Financial Group, Inc. 14
Unified Investment Management 14
Joule Financial, LLC 14
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 14
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 14
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 14
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 14
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 14
Castellan Group, LLC 14
Cassady Wealth & Retirement Planning, LLC 14
Burton Enright Welch 14
Sagil Capital Llp 14
MFSCX - MFS MUNICIPAL SERIES TRUST - MFS South Carolina Municipal Bond Fund A 14
MDFIX - Starboard Investment Trust - Matisse Discounted Bond CEF Strategy Institutional Class 14
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 14
Barlow Wealth Partners, Inc. 14
Virginia Wealth Management Group, Inc. 14
Austin Asset Management Co Inc 14
McCollum Christoferson Group LLC 14
Harvey Capital Management Inc 14
LeJeune Puetz Investment Counsel LLC 14
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 14
Winning Points Advisors, LLC 14
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 14
Waycross Investment Management Co 14
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 14
Rainey & Randall Investment Management Inc. 14
Steinberganna Wealth Management 14
Alan B. Lancz & Associates, Inc. 14
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 14
Congress Park Capital LLC 14
Cadent Capital Advisors, LLC 14
Maimon Wealth Management Ltd. 14
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 14
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 14
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 14
Davidson Trust Co 14
DAEMX - Dunham Funds - Dunham Emerging Markets Stock Fund Class A 14
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 14
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 14
Fortitude Financial, LLC 14
Decker Wealth Management LLC 14
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 14
Atlanta Capital Management Co L L C 14
Martin Capital Partners, LLC 14
BTEIX - Brown Advisory Funds - Brown Advisory Tax-Exempt Bond Fund Institutional Shares 14
Bickling Financial Services, Inc. 14
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y 14
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 14
FirstPurpose Wealth LLC 14
LWOAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - International Opportunities Bond Fund Class A 14
Tower Wealth Partners, Inc. 14
Palo Capital, Inc. 14
Cowen Investment Management LLC 14
John Hancock GA Mortgage Trust 14
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 14
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 14
EisnerAmper Wealth Management Corporate Benefits, LLC 14
PYUSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden U.S. Government Fund (Investor Class) 14
Fore Research & Management, LP 14
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 14
Investment Research Partners LLC 14
Severin Investments, LLC 14
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 14
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 14
Long Run Wealth Advisors, LLC 14
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 14
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 14
Valley Forge Asset Management, Llc 14
Sarofim Fayez 14
Etfidea, Llc 14
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 14
Spurstone Advisory Services, LLC 14
Conquis Financial Llc 14
New Amsterdam Partners Llc/ny 14
Financial Council Asset Management Inc 14
VCULX - VALIC Co I - Growth Fund 14
Fusion Capital, LLC 14
Fortaleza Asset Management Inc/ 14
Mastrapasqua Asset Management Inc 14
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 14
NEIRG Wealth Management, LLC 14
Winthrop Advisory Group LLC 14
Engine No. 1 Llc 14
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 14
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 14
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 14
Prossimo Advisors, LLC 14
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF 14
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 14
Scott & Selber, Inc. 14
Evelyn Partners Investment Management Services Ltd 14
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 14
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 14
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 14
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 14
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class 14
Consilium Wealth Advisory, LLC 14
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 14
OGGYX - JPMORGAN TRUST II - JPMorgan Government Bond Fund Class R6 14
Outfitter Financial LLC 14
Alteri Wealth LLC 14
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 14
Jafra Capital Management LP 14
TPG Advisors LLC 14
VNBTrust, National Association 14
EQACX - Investment Managers Series Trust II - AXS Aspect Core Diversified Strategy Fund Class C Shares 14
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 14
Oak Family Advisors, Llc 14
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 14
HoyleCohen, LLC 14
PXBAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM International Bond Fund Class A 14
Capital Markets Trading UK LLP 14
Heritage Wealth Management, Inc. 14
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 14
Nuveen Municipal High Income Opportunity Fund 14
Castle Hook Partners LP 14
ABN AMRO Bank N.V. 14
Fore Capital, LLC 14
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 14
SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A 14
Tulsa Wealth Advisors, INC 14
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 14
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 14
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 14
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 14
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 14
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 14
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 14
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 14
Websterrogers Financial Advisors, Llc 14
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 14
Financial Life Advisors 14
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 14
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 14
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 14
NMHAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal High Income Fund Class A 14
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 14
Bath Savings Trust Co 14
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 14
Teewinot Capital Advisers, L.L.C. 14
Palogic Value Management, L.P. 14
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 14
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 14
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 14
Fulcrum Asset Management LLP 14
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 14
US Asset Management LLC 14
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 14
PSMM - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Moderately Conservative Multi-Asset Allocation ETF 14
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 14
LifePlan Financial, LLC 14
M.e. Allison & Co., Inc. 14
Ridgeline Wealth, LLC 14
Genesis Private Wealth, Llc 14
Scholtz & Company, Llc 14
Treasure Coast Financial Planning 14
STXAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Municipal High Income Fund Class A 14
Skba Capital Management Llc 14
AEGON USA Investment Management, LLC 14
Islet Management, LP 14
Artal Group S.A. 14
Constellation Wealth Advisors, LLC 14
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 14
LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class 14
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 14
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 14
Empire Financial Management Company, LLC 14
GLBNX - Managed Portfolio Series - Great Lakes Bond Fund Institutional Class Shares 14
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 14
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 14
GSMFX - GMO TRUST - GMO SGM Major Markets Fund Class III 14
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class 14
Johnson & White Wealth Management, LLC 14
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 14
Mainsail Asset Management, Llc 14
Wells Fargo Income Opportunities Fund 14
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 14
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 14
VSDM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short Duration Tax-Exempt Bond ETF ETF Shares 14
Provida Pension Fund Administrator 14
SWNTX - SCHWAB INVESTMENTS - Schwab Tax-Free Bond Fund 14
Valley Forge Investment Consultants Inc Adv 14
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 14
Periscope Capital Inc. 14
Tealwood Asset Management Inc 14
GGIIX - GuideStone Funds - Global Impact Fund Investor 14
Adapt Wealth Advisors, Llc 14
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 14
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 14
Beacon Trust Co 14
Pacific Park Financial, Inc. 14
Axiom Advisory, LLC 14
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 14
EXNAX - EATON VANCE INVESTMENT TRUST - Eaton Vance National Limited Maturity Municipal Income Fund Class A 14
First Trust Mortgage Income Fund 14
One River Asset Management, LLC 14
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 14
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 14
Tred Avon Family Wealth, Llc 14
KeyPoint Capital Management, LLC 14
Absolute Gestao de Investimentos Ltda. 14
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 14
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL 14
TFLO - iSHARES TRUST - iShares Treasury Floating Rate Bond ETF 14
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 14
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 14
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 14
Omega Advisors Inc. 14
Decatur Capital Management, Inc. 14
Balance Wealth, LLC 14
EELV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF 14
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 14
Sentinel Group Funds Inc 14
A. D. Beadell Investment Counsel, Inc. 14
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 14
Hamilton Wealth, LLC 14
apricus wealth, LLC 14
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 14
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 14
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 14
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 14
SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class 14
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 14
GPM Growth Investors, Inc. 14
Schaper Benz & Wise Investment Counsel Inc/wi 14
Roberts Glore & Co Inc /il/ 14
Jacobs Sy 14
Aventus Investment Advisors, Inc. 14
M3 Advisory Group, LLC 14
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 14
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 14
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 14
Schrum Private Wealth Management LLC 14
Beacon Financial Strategies CORP 14
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 14
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 14
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 14
SUNAMERICA SERIES TRUST - SA VCP Dynamic Allocation Portfolio Class 3 14
iAB Financial Bank 14
Clay Northam Wealth Management, LLC 14
PUTNAM VARIABLE TRUST - Putnam VT International Value Fund Class IA Shares 14
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 14
Amplify ETF Trust - Amplify AI Powered Equity ETF 14
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 14
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 14
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 14
Palumbo Wealth Management LLC 14
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 14
PSMB - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Balanced Multi-Asset Allocation ETF 14
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares 14
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 14
Ruane, Cunniff & Goldfarb Inc 14
Everest Financial Group LLC 14
Railway Pension Investments Ltd 14
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 14
Front Barnett Associates Llc 14
Nippon Life Global Investors Americas, Inc. 14
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 14
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 14
Eagle Rock Investment Company, Llc 14
Campbell Newman Asset Management Inc 14
Fir Tree Capital Management Lp 14
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares 14
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 14
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 14
Richwood Investment Advisors, LLC 14
Ctc Llc 14
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 14
Ascension Capital Advisors, Inc. 14
Gainplan LLC 14
Channing Global Advisors, Llc 14
Carnegie Lake Advisors LLC 14
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class 14
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 14
Tandem Financial, LLC 14
Kdi Capital Partners Llc 14
Pioneer High Income Trust 14
Keynote Financial Services Llc 14
Jnl Series Trust - Jnl/causeway International Value Select Fund (a) 14
Manatuck Hill Partners, LLC 14
NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A 14
Acute Investment Advisory, Llc 14
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 14
Blue Zone Wealth Advisors, LLC 14
Foyston, Gordon, & Payne Inc 14
Rand Wealth, Llc 14
SUNAMERICA SERIES TRUST - SA VCP Dynamic Strategy Portfolio Class 3 14
Opal Capital Llc 14
GSG Advisors LLC 14
Tricadia Capital Management, LLC 14
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 14
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 14
Inlet Private Wealth, LLC 14
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF 14
Oakwood Capital Management Llc/ca 14
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I 14
Next Century Growth Investors Llc 14
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 14
FPFIX - FPA FUNDS TRUST - FPA Flexible Fixed Income Fund 14
Spouting Rock Asset Management, LLC 14
Evergreen Advisors, LLC 14
TUG - Listed Funds Trust - STF Tactical Growth ETF 14
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 14
Golden Green, Inc. 14
Vantage Investment Partners, LLC 14
Weather Gauge Advisory, LLC 14
JGP Global Gestao de Recursos Ltda. 14
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 14
Axonic Funds - Axonic Strategic Income Fund Class A Shares 14
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 14
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 14
Carlton Hofferkamp & Jenks Wealth Management, LLC 14
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 14
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares 14
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 14
Pacific Asset Management, LLC 14
BSMO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF 14
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 14
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 14
HFG Wealth Management, LLC 14
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 14
Veridan Wealth LLC 14
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 14
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 14
Acap Strategic Fund 14
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 14
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 14
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 14
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 14
Advanced Portfolio Management, LLC 14
LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares 14
Price Jennifer C. 14
Nwi Management Lp 13
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 13
FENCX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Municipal Income Fund 13
Cardinal Capital Management, Inc. 13
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 13
RBA Wealth Management, LLC 13
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A 13
Northland Capital Management LLC 13
Freedom Financial Partners LLC 13
Blenheim Capital Management, BV 13
Kolinsky Wealth Management, LLC 13
Shaolin Capital Management LLC 13
Missouri Valley Partners, Inc. 13
Thrivent Core Funds - Thrivent Core Emerging Markets Debt Fund 13
Rfg Holdings, Inc. 13
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 13
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 13
Grandfield & Dodd, Llc 13
Shayne & Co., Llc 13
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 13
Forty-three Eighteen Advisors, LLC 13
IMPACTfolio, LLC 13
Gray Wealth Management Inc. 13
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 13
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 13
Jupiter Wealth Management LLC 13
Argent Trust Company, N.a. 13
Macnealy Hoover Investment Management Inc 13
WATPX - WESTERN ASSET FUNDS INC - Western Asset Inflation Indexed Plus Bond Fund Class FI 13
CarVal Investors, LP 13
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 13
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 13
Schulhoff & Co Inc 13
Monolith Advisors 13
Glaxis Capital Management, LLC 13
USATX - USAA MUTUAL FUNDS TRUST - Tax Exempt Intermediate-Term Fund Shares 13
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 13
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 13
BGVIX - BRANDES INVESTMENT TRUST - Brandes Global Equity Fund Class I 13
Sharper & Granite LLC 13
Par Capital Management Inc 13
Knollwood Investment Advisory, LLC 13
American Financial Advisors, LLC 13
Wallington Asset Management, LLC 13
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 13
Kennedy Investment Group 13
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 13
SevenOneSeven Capital Management 13
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 13
Pursuit Wealth Management LLC 13
New World Advisors LLC 13
Diversified Management Inc 13
EVFCX - World Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund R4 Class Shares 13
BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF 13
Invariant Investment Management 13
Wells Fargo Utilities & High Income Fund 13
Tiger Management L.l.c. 13
Mason & Associates, LLC 13
Oppenheimer Ultra-short Duration Fund 13
OHSDX - RBB FUND, INC. - Oakhurst Short Duration Bond Fund Institutional Shares 13
Loudon Investment Management, LLC 13
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 13
Riverbridge Partners Llc 13
Destiny Capital Corp/CO 13
Paulson & Co. Inc. 13
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 13
O'Shares Investment Advisers, LLC 13
Lodestar Investment Counsel Llc/il 13
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 13
Inverness Investment Group, LLC 13
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 13
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 13
Greytown Advisors Inc. 13
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 13
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 13
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 13
Financial Advisors, LLC 13
Retiremitten Financial Llc 13
Oakwell Private Wealth Management, LLC 13
FSPWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Inflation-Protected Bond Index Fund 13
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 13
ODonnell Financial Services, LLC 13
Tudor Financial Inc. 13
Indus Capital Partners, Llc 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 13
ETBOX - E Trade Trust - E*TRADE No Fee U.S. Bond Index Fund 13
DORCHESTER WEALTH MANAGEMENT Co 13
TLDZX - T. Rowe Price Index Trust, Inc. - T. Rowe Price U.S. Limited Duration TIPS Index Fund -Z Class 13
Financial Security Advisor, Inc. 13
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 13
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 13
JM2 Capital Inc. 13
Cambient Family Office, Llc 13
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 13
Pennsylvania Capital Management Inc /adv 13
Safe Harbor Fiduciary, LLC 13
Caisse Des Depots Et Consignations 13
GETCO Holding Company, LLC 13
Advanced Series Trust - Ast International Value Portfolio 13
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 13
HMKAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Income Fund Class A 13
Beutel, Goodman & Co Ltd. 13
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 13
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 13
Sava Infond d.o.o. 13
Beach Investment Management, LLC. 13
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 13
JRM Investment Counsel, LLC 13
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 13
AVGE - AMERICAN CENTURY ETF TRUST - Avantis All Equity Markets ETF 13
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 13
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 13
Retirement Solution Inc. 13
VCIGX - VALIC Co I - Dividend Value Fund 13
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 13
FBPBX - WILLIAMSBURG INVESTMENT TRUST - FBP Appreciation & Income Opportunities Fund 13
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 13
NewFocus Financial Group, LLC 13
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 13
SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 13
Element Pointe Advisors, Llc 13
BBT Capital Management, LLC 13
ArborFi Advisors, LLC 13
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 13
Stenger Family Office, LLC 13
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 13
Moulton Wealth Management, Inc 13
BlueSky Wealth Advisors, LLC 13
AGBPX - Allianz Funds Multi-Strategy Trust - AllianzGI Green Bond Fund Class P 13
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 13
Sunnymeath Asset Management, Inc. 13
Zevin Asset Management Llc 13
Landsberg, Bennett, & Dubbaneh LLC 13
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 13
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 13
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I 13
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 13
Gavea Investimentos Ltda 13
Miller Investment Management, LP 13
Youngs Advisory Group, Inc. 13
National Investment Services Inc /wi 13
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 13
Catawba Capital Management /va 13
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 13
Second Line Capital, LLC 13
Livelsberger Financial Advisory 13
SPIP - SPDR SERIES TRUST - SPDR(R) Portfolio TIPS ETF 13
Cardinal Strategic Wealth Guidance 13
Mfs Special Value Trust 13
Monte Financial Group, LLC 13
Stillwater Capital Advisors, LLC 13
IBTK - iSHARES TRUST - iShares iBonds Dec 2030 Term Treasury ETF 13
Bard Associates Inc 13
Sage Investment Counsel LLC 13
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 13
Shellback Capital, LP 13
TIPX - SPDR SERIES TRUST - SPDR Bloomberg Barclays 1-10 Year TIPS ETF 13
Sherman Asset Management, Inc. 13
FGMNX - FIDELITY INCOME FUND /MA/ - Fidelity GNMA Fund 13
BWM Planning, LLC 13
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 13
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 13
Blue Capital, Inc. 13
MN Wealth Advisors, LLC 13
FIPDX - FIDELITY SALEM STREET TRUST - Fidelity Inflation-Protected Bond Index Fund 13
marrick wealth, LLC 13
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 13
JNL SERIES TRUST - JNL International Index Fund (I) 13
Svenska Handelsbanken AB (publ) 13
Schwab Charitable Fund 13
Objective Capital Management, LLC 13
Groesbeck Investment Management Corp /nj/ 13
URTNX - USAA MUTUAL FUNDS TRUST - Target Retirement 2020 Fund 13
Bck Capital Management Lp 13
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 13
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 13
Guardian Investment Management 13
Accredited Investor Services, Llc 13
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 13
Riverbend Wealth Management, LLC 13
MMEMX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Emerging Markets Bond Fund Class I 13
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 13
Tassel Capital Management, Inc. 13
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 13
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 13
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 13
SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A 13
Friday Financial 13
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 13
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 13
Fishman Jay A Ltd/mi 13
Linden Advisors Lp 13
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 13
American Century Investment Management Inc 13
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 13
Factorial Partners, Llc 13
Carleon Capital Partners LLC 13
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 13
Cove Street Capital, LLC 13
MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 13
Third Point LLC 13
Conservest Capital Advisors, Inc. 13
Triad Financial Advisors, Inc. 13
Securian Funds Trust - SFT International Bond Fund Class 2 13
Amarillo National Bank 13
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 13
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 13
Secrest Blakey & Associates, LLC 13
PMV Capital Advisers, LLC 13
Marketfield Asset Management LLC 13
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 13
WTTAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Municipal Opportunities Fund -Retail Class 13
Crestone Asset Management LLC 13
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 13
Longview Financial Advisors, Inc. 13
Catherine Avery Investment Management LLC 13
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 13
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 13
Hutchens & Kramer Investment Management Group, LLC 13
Farnam Financial LLC 13
VACVX - VALIC Co II - Large Cap Value Fund 13
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 13
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 13
Optimize Financial Inc 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I 13
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 13
FreeGulliver LLC 13
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 13
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 13
Northstar Advisory Group, LLC 13
MISSX - MFS MUNICIPAL SERIES TRUST - MFS Mississippi Municipal Bond Fund A 13
NIFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Inflation-Protected Securities Fund Class A 13
PIMCO Access Income Fund 13
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 13
Burgundy Asset Management Ltd. 13
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 13
Gentry Private Wealth, Llc 13
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 13
Wunderlich Capital Managemnt 13
JACKSON VARIABLE SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 13
PFUMX - PRINCIPAL FUNDS, INC. - Finisterre Emerging Markets Total Return Bond Fund Institutional Class 13
LCOIX - Advisors' Inner Circle Fund III - Legal & General Commodity Strategy Fund Institutional Shares 13
Olstein Capital Management, L.P. 13
Emrys Partners, L.P. 13
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 13
FTIIX - FEDERATED INTERNATIONAL SERIES INC - Federated Global Total Return Bond Fund Class A Shares 13
Paragon Associates & Paragon Associates Ii Joint Venture 13
Mason Investment Advisory Services, Inc. 13
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 13
Stansberry Asset Management, Llc 13
Tillman Hartley LLC 13
Balanced Wealth Group Llc 13
Virtus Total Return Fund Inc. 13
1858 Wealth Management, Llc 13
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 13
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 13
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A 13
Quad Capital Management Advisors LLC 13
Arthur Zaske & Associates, LLC 13
Cravens & Co Advisors, LLC 13
Lansdowne Partners (uk) Llp 13
TrustBank 13
Buckley Wealth Management, LLC 13
Templeton Global Income Fund 13
Forte Asset Management Llc 13
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 13
Monaco Asset Management SAM 13
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 13
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 13
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 13
Granite Point Capital Management, L.P. 13
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 13
Applied Capital LLC 13
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 13
Myriad Asset Management US LP 13
Poplar Forest Capital LLC 13
Quantum Capital Management, LLC / NJ 13
Edmond de Rothschild (Europe) 13
Pathfinder Wealth Consulting, Inc. 13
Monumental Financial Group Inc. 13
Rexford Capital Inc 13
GEM Asset Management, LLC 13
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 13
Dreyfus Institutional Preferred Money Market Funds 13
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 13
Garner Asset Management Corp 13
Shared Vision Wealth Group LLC 13
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 13
TCSGX - SEI DAILY INCOME TRUST /MA/ - SDIT SHORT DURATION GOVERNMENT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 13
TDTF - FlexShares Trust - FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 13
Bach Investment Advisors Ltd 13
TimesSquare Capital Management, LLC 13
GATEX - Gateway Trust - Gateway Fund Class A Shares 13
Lafayette Investments, Inc. 13
Baltimore Capital Management, Inc 13
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 13
Doubleline Opportunistic Credit Fund 13
Central Asset Investments & Management Holdings (HK) Ltd 13
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A 13
Alden Global Capital LLC 13
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 13
FMUN - Fidelity Merrimack Street Trust - Fidelity Systematic Municipal Bond Index ETF 13
BSMT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF 13
Gerald Baker Financial Group LLC 13
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 13
LMSFX - FEDERATED MUNICIPAL BOND FUND INC - FEDERATED MUNICIPAL BOND FUND INC Class A Shares 13
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 13
Truffle Hound Capital, LLC 13
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 13
Highfields Capital Management Lp 13
Lomas Capital Management, LLC 13
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 13
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 13
IDV - iSHARES TRUST - iShares International Select Dividend ETF 13
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 13
HawsGoodwin Investment Management LLC 13
Blue Sky Capital Consultants Group, Inc. 13
Harrell Investment Partners, Llc 13
Clarity Capital Partners LLC 13
Kingstone Capital Partners Texas, LLC 13
True Blue Financial, LLC 13
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 13
Vivid Financial Management, Inc. 13
Moser Wealth Advisors, LLC 13
Susquehanna Trust & Investment Co 13
IBMJ - iSHARES TRUST - iShares iBonds Dec 2021 Term Muni Bond ETF 13
Orbis Allan Gray Ltd 13
Sierra Summit Advisors Llc 13
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 13
Penbrook Management LLC 13
St. Louis Trust Co 13
Turner Funds 13
Regent Investment Management LLC 13
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 13
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 13
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class 13
Trium Capital LLP 13
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 13
Blalock Williams, Llc 13
Steward Partners Investment Solutions, Llc 13
WTSYX - WisdomTree Digital Trust - WisdomTree Short-Term Treasury Digital Fund 13
Auto-Owners Insurance Co 13
Regal Wealth Group, Inc. 13
Pine Harbor Wealth Management, LLC 13
Panoramic Investment Advisors, Llc 13
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 13
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 13
Belleair Asset Management, LLC 13
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 13
EABSX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Short-Term Municipal Bond Fund Class A 13
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 13
IORAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6 13
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 13
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 13
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 13
Corbett Road Capital Management, Llc 13
Harrington Investments, INC 13
Forbes J M & Co Llp 13
Almitas Capital LLC 13
Lazard Global Total Return & Income Fund Inc 13
Cresta Advisors, Ltd. 13
Sbe Llc Dba Cedar Cove Wealth Partners 13
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 13
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 13
ORNCX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester High Yield Municipal Fund Class C 13
Lucas Capital Management 13
Warther Private Wealth, LLC 13
TIPZ - PIMCO ETF Trust - PIMCO Broad U.S. TIPS Index Exchange-Traded Fund 13
ANTIPODES PARTNERS Ltd 13
Eaton Vance Tax-managed Buy-write Opportunities Fund 13
Advantage Advisers Xanthus Fund, L.l.c. 13
Dudley Capital Management, Llc 13
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 13
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 13
Waterford Advisors, LLC 13
Cercano Management LLC 13
Kavi Asset Management, LP 13
New Insight Wealth Advisors 13
Caprin Asset Management Llc /adv 13
Eagle Capital Management, LLC 13
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 13
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 13
Archer Investment Management, LLC 13
HST Ventures, LLC 13
Hedges Asset Management LLC 13
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 13
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 13
Montgomery Investment Management Inc 13
Weik Capital Management 13
Golden Reserve Retirement LLC 13
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 13
Private Wealth Advisors, LLC 13
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 13
PENN SERIES FUNDS INC - Smid Cap Value Fund 13
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 13
Willis Investment Counsel 13
Covea Finance 13
Lewis Asset Management, LLC 13
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 13
Aquila Investment Management LLC 13
Madrona Funds, Llc 13
Fidelity Central Investment Portfolios II LLC - Fidelity Inflation-Protected Bond Index Central Fund 13
Cortland Advisers Llc 13
TMB Capital Partners, LLC 13
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 13
Elevatus Welath Management 13
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 13
LCTIX - Leader Funds Trust - Leader Total Return Fund Institutional Class 13
White Lighthouse Investment Management Inc. 13
CEFS - Exchange Listed Funds Trust - Saba Closed-End Funds ETF 13
SWRSX - SCHWAB INVESTMENTS - Schwab Treasury Inflation Protected Securities Index Fund 13
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 13
Avenir Corp 13
Pitcairn Wealth Advisors LLC 13
GSARX - GOLDMAN SACHS TRUST - Goldman Sachs High Quality Floating Rate Fund Institutional 13
TMD Wealth Management, LLC 13
Cs Mckee Lp 13
Boston Standard Wealth Management, LLC 13
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 13
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 13
IBTH - iSHARES TRUST - iShares iBonds Dec 2027 Term Treasury ETF 13
Aip Series Trust 13
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 13
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 13
Taika Capital, LP 13
Krs Capital Management, Llc 13
Castle Financial & Retirement Planning Associates, Inc. 13
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 13
Hall Capital Management Co Inc 13
TAGStone Capital, Inc. 13
Peterson Wealth Services 13
Sei Liquid Asset Trust 13
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 13
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 13
Nuveen Quality Preferred Income Fund 3 13
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF 13
Lee Johnson Capital Management, Llc 13
Bpv Family Of Funds 13
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 13
Sawyer & Company, Inc 13
GMOM - Cambria ETF Trust - Cambria Global Momentum ETF 13
TRTY - Cambria ETF Trust - Cambria Trinity ETF 13
Pluribus Labs, LLC 13
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 13
Byrne Financial Freedom, Llc 13
Athena Wealth Management, LLC 13
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 13
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 13
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 13
Mill Capital Management, LLC 13
Harbour Investment Management Llc 13
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 13
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 13
Villere St Denis J & Co Llc 13
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 13
Alpha Financial Advisors, LLC 13
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 13
Kamunting Street Capital Management, L.P. 13
Money Design Co.,Ltd. 12
MB Generational Wealth, LLC 12
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 12
CWS Financial Advisors, LLC 12
First Bancorp, Inc /ME/ 12
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 12
Abbot Financial Management, Inc. 12
Pines Wealth Management, LLC 12
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 12
4wealth Advisors, Inc. 12
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 12
rebel Financial LLC 12
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 12
Pergamon Offshore Advisors, L.P. 12
Camden Asset Management L P /ca 12
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 12
Prairiewood Capital, LLC 12
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 12
Instrumental Wealth, Llc 12
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 12
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 12
DGSMX - World Funds Trust - DGHM V2000 SmallCap Value Fund Investor Class 12
Goldenstone Wealth Management LLC 12
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 12
Cape Ann Savings Bank 12
Lantern Wealth Advisors, LLC 12
Perimeter Capital Partners, LLC 12
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 12
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 12
Exchange Bank 12
City National Bank Of Florida /msd 12
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 12
Up Strategic Wealth Investment Advisors Llc 12
Lesa Sroufe & Co 12
First Western Capital Management Co 12
Peak Financial Management, Inc. 12
Flagstone Financial Management 12
SEMMX - ADVISORS SERIES TRUST - Semper MBS Total Return Fund Institutional Class 12
FIIGX - First Investors Income Funds - First Investors Investment Grade Fund Class A 12
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I 12
BUFZ - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Vest Laddered Moderate Buffer ETF 12
Glenview State Bank Trust Dept. 12
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class 12
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 12
BLVD Private Wealth, LLC 12
Us Global Investors Funds 12
Kepler Cheuvreux (Suisse) SA 12
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 12
Egerton Capital (UK) LLP 12
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund 12
Fortress Financial Group, Llc 12
PMOAX - PRINCIPAL FUNDS INC - Opportunistic Municipal Fund Class A 12
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 12
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco V.I. Balanced-Risk Allocation Fund Series I 12
Seascape Capital Management 12
Blackrock Enhanced Capital & Income Fund, Inc. 12
Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF 12
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 12
Sendero Wealth Management, LLC 12
Two Roads Shared Trust - Anfield Enhanced Market ETF 12
Virtus Wealth Solutions LLC 12
Toscafund Asset Management LLP 12
Asset Management Group, Inc. 12
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class 12
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A 12
Sage Private Wealth Group, Llc 12
Philadelphia International Advisors Lp 12
PSMC - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Conservative Multi-Asset Allocation ETF 12
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 12
Innovis Asset Management Llc 12
Mendel Money Management 12
CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class 12
Morey & Quinn Wealth Partners, LLC 12
TAFI - AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF 12
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 12
Blue Granite Capital, LLC 12
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 12
OWNYX - OLD WESTBURY FUNDS INC - Old Westbury New York Municipal Bond Fund 12
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 12
Goodwin Daniel L 12
H&H Retirement Design & Management INC 12
ASTIX - Northern Lights Fund Trust - Astor Dynamic Allocation Fund Class I shares 12
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 12
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 12
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 12
Relative Value Partners, LLC 12
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 12
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 12
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 12
Mfs Intermediate High Income Fund 12
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 12
Cauble & Harre Wealth Management, Inc. 12
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 12
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 12
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund 12
First International Bank & Trust 12
Income Insurance Ltd 12
Sara-Bay Financial 12
Novak & Powell Financial Services, Inc. 12
Pettinga Financial Advisors, LLC 12
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 12
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 12
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 12
Snyder Capital Management L P 12
Dreyfus Strategic Municipal Bond Fund Inc 12
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 12
Ceera Investments, Llc 12
Philadelphia Investment Partners, LLC 12
Rothschild Capital Partners, LLC 12
MASTERINVEST Kapitalanlage GmbH 12
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 12
ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio 12
Archvest Wealth Advisors, Inc. 12
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 12
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 12
Invera Wealth Advisors, LLC 12
Pinnbrook Capital Management Lp 12
Fiduciary Services Corp/ga 12
Town & Country Bank & Trust CO dba First Bankers Trust CO 12
Action Point Financial Planning, Llc 12
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 12
Round Hill Asset Management 12
Bridge Generations Wealth Management Llc 12
Lord Abbett Developing Growth Fund, Inc. 12
Albert D Mason Inc 12
Cane Capital Partners, LLC 12
SMMU - PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 12
Van Strum & Towne Inc. 12
Edgar Lomax Co/va 12
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 12
Ashford Capital Management Inc 12
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 12
Commerce Advisors, LLC 12
Treynor Bancshares, Inc. 12
Melfa Wealth Management, Llc 12
Davis-rea Ltd. 12
Garrison Point Advisors, Llc 12
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 12
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 12
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Markets Bond Portfolio 12
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 12
Bluedoor Private Wealth, Llc 12
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 12
Berbice Capital Management LLC 12
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 12
Spearhead Capital Advisors, Llc 12
PHH Investments, Ltd. 12
SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A 12
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 12
Empyrean Capital Partners, LP 12
Profunds - Profund Vp Large-cap Growth 12
PENN SERIES FUNDS INC - Large Core Value Fund 12
Ivory Investment Management, Llc 12
Plum Street Advisors, LLC 12
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 12
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 12
Hubbell Strickland Wealth Management, LLC 12
Opera Trading Capital 12
VeraBank, N.A. 12
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 12
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 12
PFA Pension, Forsikringsaktieselskab 12
VUSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Treasury Fund Investor Shares 12
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 12
Vista Investment Partners Llc 12
Towercrest Capital Management 12
Madrid Wealth Management, LLC 12
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 12
IRVH - Global X Funds - Global X Interest Rate Volatility & Inflation Hedge ETF 12
Baltimore-Washington Financial Advisors Inc. 12
Mosaic Financial Group, Llc 12
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 12
LWS Wealth Advisors, Inc. 12
Tuscan Ridge Asset Management Llc 12
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 12
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 12
WSCVX - NORTHERN LIGHTS FUND TRUST II - North Star Small Cap Value Fund Investor Class 12
Rezny Wealth Management, Inc. 12
Rachor Investment Advisory Services, LLC 12
Westwood Wealth Management 12
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 12
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 12
Filament LLC 12
TABR Capital Management, LLC 12
USGAX - MORGAN STANLEY US GOVERNMENT SECURITIES TRUST - Morgan Stanley US Government Securities Trust A 12
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 12
Utc North American Fund, Inc. 12
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 12
Wade Financial Advisory, Inc 12
MFA Wealth Services 12
Dakota Community Bank & Trust NA 12
LHEAX - LOCORR INVESTMENT TRUST - LoCorr Hedged Core Fund Class A 12
Lakewood Capital Management, Lp 12
Heritage Wealth Architects, Inc. 12
Mcdaniel Terry & Co 12
FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A 12
LongView Asset Management LLC 12
AEMB - AMERICAN CENTURY ETF TRUST - American Century Emerging Markets Bond ETF 12
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 12
Peachtree Investment Partners, LLC 12
MUISX - BMO FUNDS, INC. - BMO Ultra Short Tax-Free Fund Class I 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 12
Trajan Wealth LLC 12
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 12
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 12
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II 12
Tiff Advisory Services Inc 12
Gendell Jeffrey L Et Al 12
Intelligent Financial Strategies 12
Anson Capital, Inc. 12
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 12
Skyview Financial Group LLC 12
MGO Private Wealth, LLC 12
Madison Covered Call & Equity Strategy Fund 12
PSDIX - PIMCO FUNDS - PIMCO Short Duration Municipal Income Fund Institutional 12
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 12
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 12
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 12
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 12
Highview Capital Management LLC/DE/ 12
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 12
Foxby Corp. 12
Sender Co & Partners, Inc. 12
IAM Advisory, LLC 12
NMUIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Intermediate Bond Fund Investor Class 12
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund 12
North American Management Corp 12
Afl Cio Housing Investment Trust - Afl Cio Housing Investment Trust 12
CA Family Wealth, LLC 12
Rikoon Group, LLC 12
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 12
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 12
VCFVX - VALIC Co I - International Value Fund 12
Warner Financial, Inc 12
Inlight Wealth Management, LLC 12
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 12
Destiny Capital Securities Corporation 12
SeaTown Holdings Pte. Ltd. 12
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 12
Cushing Capital Partners, LLC 12
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 12
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 12
Sentinel Variable Products Trust 12
Louisbourg Investments Inc. 12
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 12
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 12
BMS Financial Advisors, LLC 12
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 12
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 12
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 12
Burnham Asset Management Corp /ny/ 12
Constant Guidance Financial LLC 12
Peterson Wealth Advisors, LLC 12
First Long Island Investors, LLC 12
Franklin Templeton ETF Trust - BrandywineGLOBAL-U.S. Fixed Income ETF 12
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 12
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A 12
Prescott Group Capital Management, L.l.c. 12
RLGAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Growth & Income Investor Shares 12
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 12
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 12
Quintet Private Bank (Europe) S.A. 12
QVT Financial LP 12
Pensionfund Sabic 12
Three Arch Wealth Management LLC 12
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 12
Victory Institutional Funds 12
River's Edge Wealth Management, Llc 12
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF 12
Gruber & Mcbaine Capital Management Llc 12
Syntax Research, Inc. 12
Overland Advisors, LLC 12
Applied Capital LLC/FL 12
TSA Wealth Managment LLC 12
Laurel Grove Capital, LLC 12
Greystone Financial Group, LLC 12
Kempner Capital Management Inc. 12
CWH Capital Management, Inc. 12
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 12
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 12
Ridgecrest Wealth Partners, Llc 12
FT Vest Rising Dividend Achievers Total Return Fund 12
Cdkv Holdings Llc 12
Value Partners Investments Inc. 12
IAFEX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund 12
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 12
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 12
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 12
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 12
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 12
NFC Investments, LLC 12
Allie Family Office LLC 12
Longbow Finance SA 12
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 12
Violich Capital Management, Inc. 12
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 12
Kenfarb & Co. 12
Wealth High Governance Capital Ltda 12
Fearless Solutions, LLC dba Best Invest 12
Clifford Capital Partners Llc 12
Key Square Capital Management LLC 12
GRRSX - James Alpha Funds Trust - James Alpha Macro Fund Class R6 12
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 12
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 12
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 12
Sandhill Capital Partners LLC 12
Millrace Asset Group, Inc. 12
Luxor Capital Group, LP 12
SECR - New York Life Investments Active ETF Trust - NYLI MacKay Securitized Income ETF 12
Harbor Advisory Corp /ma/ 12
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 12
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 12
Marathon Asset Management Lp 12
Fort Vancouver Investment Management, LLC 12
Hardman Johnston Global Advisors LLC 12
Mitchell Sinkler & Starr/pa 12
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 12
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I 12
Align Wealth Management, LLC 12
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 12
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 12
Hunting Hill Global Capital, LLC 12
Awm Capital, Llc 12
Government Cash Management Portfolio 12
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 12
Arnhold LLC 12
Macguire, Cheswick & Tuttle Investment Counsel Llc 12
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 12
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 12
Forza Wealth Management, LLC 12
Semper Trust Co. 12
Venator Management LLC 12
Nuveen Enhanced Municipal Value Fund 12
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 12
Hugh Johnson Advisors LLC 12
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 12
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 12
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 12
BUFR - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Fund of Buffer ETFs 12
DOFAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Strategic Beta Emerging Markets Equity Fund Class A 12
Syntrinsic LLC 12
Beacon Investment Advisors Llc 12
Stewardship Financial Advisors, LLC 12
FIMYX - INTERMEDIATE MUNICIPAL TRUST - Federated Intermediate Municipal Trust Institutional Shares 12
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 12
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 12
GK Wealth Management LLC 12
One Day In July LLC 12
Newday Solutions, Llc 12
Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) 12
Brookfield Real Assets Income Fund Inc. 12
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF 12
FGUAX - FEDERATED INSTITUTIONAL TRUST - Federated Government Ultrashort Duration Fund Class A Shares 12
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 12
Strathmore Capital Advisors, Inc. 12
Chickasaw Capital Management Llc 12
MMUTX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price U.S. Treasury Long-Term Fund Class I 12
Morgens Waterfall Vintiadis & Co Inc 12
Magnolia Wealth Management, LLC 12
Towle & Co 12
Nixon Peabody Trust Co 12
Trail Ridge Investment Advisors, LLC 12
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 12
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 12
Lifelong Wealth Advisors, Inc. 12
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 12
Spectrum Advisory Services Inc 12
Landing Point Financial Group, LLC 12
PSMG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Growth Multi-Asset Allocation ETF 12
SIIIX - MUTUAL FUND SERIES TRUST - AlphaCentric Strategic Income Fund Class I 12
Zazove Associates Llc 12
Aviso Wealth Management 12
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 12
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 12
TLH - iSHARES TRUST - iShares 10-20 Year Treasury Bond ETF 12
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 12
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 12
Tolleson Wealth Management, Inc. 12
Crosspoint Financial, Llc 12
Professional Planning 12
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 12
Stelliam Investment Management, Lp 12
Choice Wealth Advisors, LLC 12
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 12
Goldentree Asset Management Lp 12
Mader & Shannon Wealth Management, Inc. 12
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 12
Semitam Bonam Llc 12
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 12
Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF 12
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 12
Coastline Complete Wealth LLC 12
Brookside Capital Management Llc 12
Strait & Sound Wealth Management LLC 12
Bingham Private Wealth, Llc 12
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 12
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 12
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 12
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 12
Scharf Investments, Llc 12
Cultivar Capital, Inc. 12
EagleClaw Capital Managment, LLC 12
Fortune 45 LLC 12
Trellus Management Company, LLC 12
Manitou Investment Management Ltd. 12
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 12
Kazazian Asset Management, LLC 12
Tnf Llc 12
Evernest Financial Advisors, LLC 12
DDD Partners, LLC 12
PIMCO FUNDS - PIMCO EM Bond and Short-Term Investments Portfolio 12
Soundwatch Capital LLC 12
MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A 12
NBOS - Neuberger Berman ETF Trust - Neuberger Berman Option Strategy ETF 12
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 12
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares 12
Masters Capital Management Llc 12
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 12
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 12
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 12
MFALX - MFS MUNICIPAL SERIES TRUST - MFS Alabama Municipal Bond Fund A 12
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 12
Viawealth, Llc 12
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 12
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 12
EVNT - AltShares Trust - AltShares Event-Driven ETF 12
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 12
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 12
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 12
Parametric Risk Advisors LLC 12
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 12
Wellington Wealth Strategies, LLC. 12
Tt International 12
McGowan Group Asset Management, Inc. 12
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 12
PW Nova Financial Services LLC 12
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 12
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 12
AHTIX - AMERICAN BEACON FUNDS - American Beacon AHL TargetRisk Fund Institutional Class 12
Sicart Associates LLC 12
CMT Capital Markets Trading GmbH 12
Addenda Capital Inc. 12
von Borstel & Associates, Inc. 12
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 12
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class 12
Montage Investments, Llc 12
Cash Reserve Fund Inc 12
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 12
Elm Ridge Management, LLC 12
CMT Asset Management Ltd 12
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 12
Talisman Wealth Advisors LLC 12
LGPIX - Profunds - Large-cap Growth Profund Investor Class 12
Greylin Investment Mangement Inc 12
Oak Harvest Investment Services 12
Lummis Asset Management, LP 12
Beto Financial Group, Llc 12
General Partner, Inc. 12
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 12
SRIFX - FundX Investment Trust - FundX Sustainable Impact Fund 12
Tieton Capital Management, LLC 12
Vulcan Value Partners, LLC 12
Cadinha & Co Llc 12
High Income Opportunities Portfolio - High Income Opportunities Portfolio 12
Dreyfus Strategic Municipals Inc 12
EJMK Ventures LLC 12
January Capital Advisors LLC 12
Shore Point Advisors, LLC 12
Fairholme Capital Management Llc 12
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 12
Delphia (USA) Inc. 12
Gibraltar Capital Management, Inc. 12
Kays Financial Advisory Corp /adv 12
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 12
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 12
Resource Planning Group 12
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 12
Legacy Financial Group, Inc. 12
Strive Asset Management, LLC 12
ELFTX - ELFUN TAX EXEMPT INCOME FUND - ELFUN TAX EXEMPT INCOME FUND Elfun Tax Exempt Income Fund 12
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 11
Avenue 1 Advisors, LLC 11
Corepath Wealth Partners Llc 11
Bridges Investment Counsel Inc/ 11
Leverage Partners Absolute Return Fund SPC 11
Oak Wealth Advisors LLC 11
TT Capital Management LLC 11
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 11
Northwest Bank & Trust Co 11
Murphy Pohlad Asset Management LLC 11
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 11
Vestment Financial LLC 11
Millie Capital Management, Llc 11
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 11
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 11
Taddei, Ludwig & Associates, Inc. 11
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 11
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 11
Parkshore Wealth Management, Inc. 11
Neumann Capital Management, LLC 11
United Bank, Inc. 11
VCSOX - VALIC Co I - International Socially Responsible Fund 11
Sheets Smith Investment Management 11
Ewing Morris & Co. Investment Partners Ltd. 11
Measured Risk Portfolios, Inc. 11
RDFI - Collaborative Investment Series Trust - RAREVIEW DYNAMIC FIXED INCOME ETF 11
New Harbor Financial Group, LLC 11
Flossbach Von Storch Ag 11
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 11
Majedie Asset Management Ltd 11
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 11
Novak Financial Planning, LLC 11
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 11
First National Bank & Trust Co Of Newtown 11
Waypoint Wealth Partners Inc. 11
Consolidated Investment Group LLC 11
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A 11
Headland Capital, LLC 11
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 11
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 11
Blue Fin Capital, Inc. 11
QV Investors Inc. 11
Marathon Asset Management Llp 11
BBH Trust - BBH Partner Fund - Select Short Term Assets 11
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 11
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 11
BUFD - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Fund of Deep Buffer ETFs 11
Cohen Klingenstein LLC 11
Financially Speaking Inc 11
MSVAX - MFS MUNICIPAL SERIES TRUST - MFS Virginia Municipal Bond Fund A 11
MFSSX - MFS MUNICIPAL SERIES TRUST - MFS Massachusetts Municipal Bond Fund A 11
Compass Advisory Group LLC 11
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 11
Brighthouse Funds Trust II - MFS Value Portfolio Class A 11
VFPIX - FundVantage Trust - Private Capital Management Value Fund Class I 11
McMill Wealth Management 11
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 11
Cheyne Capital Management (UK) LLP 11
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 11
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 11
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 11
O'Neil Global Advisors, Inc. 11
Peak Retirement Planning, Inc. 11
DMRE - Transamerica ETF Trust - DeltaShares S&P EM 100 & Managed Risk ETF 11
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 11
Griffith & Werner, Inc. 11
Guardian Variable Products Trust - Guardian International Value VIP Fund 11
Regency Capital Management Inc.\DE 11
Poinciana Advisors Group, Llc 11
Deane Retirement Strategies, Inc. 11
DBLIX - DoubleLine Funds Trust - DoubleLine Income Fund Class I 11
Wedgewood Investors Inc /pa/ 11
Baker Boyer National Bank 11
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 11
Derbend Asset Management 11
QRMIX - AQR Funds - AQR Risk Parity II MV Fund Class I 11
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A 11
Penobscot Wealth Management 11
Parkside Advisors LLC 11
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 11
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 11
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 11
WTSVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Dividend Fund -Retail Class 11
Honeywell International Inc 11
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 11
Planning Alternatives Ltd /adv 11
Nexus Investment Management ULC 11
Border to Coast Pensions Partnership Ltd 11
TWIO - Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF 11
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 11
SWHYX - SCHWAB INVESTMENTS - Schwab High Yield Municipal Bond Fund 11
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 11
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 11
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 11
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 11
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 11
Scoggin Management Lp 11
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 11
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 11
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 11
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 11
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 11
IBTJ - iSHARES TRUST - iShares iBonds Dec 2029 Term Treasury ETF 11
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 11
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 11
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 11
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 11
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 11
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 11
Fenimore Asset Management Trust 11
Winchester Group Inc. 11
Trinity Financial Advisors LLC 11
PZINX - ADVISORS SERIES TRUST - Pzena International Value Fund Institutional 11
Wealth Management Nebraska 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 11
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 11
Wealthedge Investment Advisors, Llc 11
Capital & Planning, Llc 11
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 11
5T Wealth, LLC 11
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 11
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 11
Whelan Financial 11
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 11
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 11
PRIHX - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. 11
Envision Financial Transparency, LLC 11
Littlejohn Financial Services, Inc. 11
Spruce Private Investors, LLC 11
GTIP - Goldman Sachs ETF Trust - Goldman Sachs Access Inflation Protected USD Bond ETF 11
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 11
Strategic Wealth Management Inc 11
Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) 11
JHCP - John Hancock Exchange-Traded Fund Trust - John Hancock Core Plus Bond ETF 11
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 11
AGH Wealth Advisors, LLC 11
KEMPER Corp 11
Keystone Financial Planning, Inc. 11
S. R. Schill & Associates 11
Dopkins Wealth Management, Llc 11
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 11
Scotia Asset Management L.P. 11
Melone Private Wealth, LLC 11
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 11
TAMRO Capital Partners LLC 11
Progressive Investment Management Corp 11
Capstone Wealth Management Group LLC 11
Harrison & Co Wealth Management, LLC 11
Santa Barbara Asset Management, Llc 11
PZVSX - ADVISORS SERIES TRUST - Pzena Small Cap Value Fund Investor Class 11
FLLA - Franklin Templeton ETF Trust - Franklin FTSE Latin America ETF 11
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 11
FLMI - Franklin Templeton ETF Trust - Franklin Liberty Intermediate Municipal Opportunities ETF 11
Bayshore Asset Management, Llc 11
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 11
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 11
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 11
Zenit Asset Management AB 11
Pandora Wealth, Inc. 11
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 11
Tetrem Capital Management Ltd. 11
Sylvest Advisors, LLC 11
Ramius Advisors Llc 11
Leverty Financial Group, LLC 11
Orcam Financial Group 11
Corient IA LLC 11
Mount Capital Ltd 11
Ami Investment Management Inc 11
DGMMX - World Funds Trust - DGHM MicroCap Value Fund Investor Class 11
Safe Harbor Wealth Advisors, LLC 11
Kaufman Rossin Wealth, LLC 11
Verus Wealth Management, Llc 11
Wealth Management Resources, Inc. 11
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 11
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 11
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 11
Cook Wealth Management Group Llc 11
Robeco Schweiz AG 11
Stratton Funds, Inc. 11
Winmill & Co. Inc 11
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I 11
Afg Fiduciary Services Limited Partnership 11
EXDVX - MANNING & NAPIER FUND, INC. - Diversified Tax Exempt Series Class A 11
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 11
Mmbg Investment Advisors Co. 11
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 11
Bank Pictet & Cie (asia) Ltd 11
MSTBX - Morningstar Funds Trust - Morningstar Defensive Bond Fund 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 11
Hiddenite Capital Partners LP 11
Jacobsen Capital Management 11
Sunflower Bank, Na Wealth Management 11
Flywheel Private Wealth LLC 11
Ellington Income Opportunities Fund 11
Hi-Line Capital Management, LLC 11
Arrow Investment Advisors, LLC 11
HSHYX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders China A Fund Class Y 11
Resolute Financial, Llc 11
BSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class N 11
MALGX - Mirae Asset Discovery Funds - Emerging Markets Fund Class A Shares 11
Fdp Series Ii, Inc. 11
InvesTrust 11
Stone Toro Investment Advisers, LP 11
Van Leeuwen & Company, LLC 11
PPM Funds - PPM Small Cap Value Fund (Inst) 11
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 11
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 11
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 11
PVG Asset Management 11
Ardevora Asset Management LLP 11
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 11
EVVCX - World Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund R4 Class Shares 11
Miramar Capital, LLC 11
Noked Israel Ltd 11
Massachusetts Mutual Life Insurance Co 11
RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I 11
Ostrum Asset Management U.s., Llc 11
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 11
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 11
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 11
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 11
Wolff Financial Management Llc 11
Rainier Investment Management Mutual Funds 11
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 11
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 11
SGL Investment Advisors, Inc. 11
B&l Asset Management Llc 11
Promethium Advisors,llc 11
Arabesque Asset Management Ltd 11
Market Street Wealth Management Advisors Llc 11
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 11
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 11
Integrated Capital Management, LLC 11
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 11
Symons Capital Management Inc 11
Edmonds Duncan Registered Investment Advisors, LLC 11
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 11
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 11
Waller Financial Planning Group, Inc 11
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 11
Kohlberg Kravis Roberts & Co. L.P. 11
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 11
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 11
AGF Investments Trust - AGF Emerging Markets Equity Fund Class I 11
Wellesley Investment Partners, LLC 11
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 11
AIA Investment Management Private Ltd 11
Gillespie Robinson & Grimm Inc 11
OHIO NATIONAL FUND INC - ON Foreign Portfolio 11
Penn Mutual Asset Management, LLC 11
Monarch Capital Management Inc/ 11
United Capital Management of KS, Inc. 11
Accelerate Investment Advisors LLC 11
SP Asset Management 11
Wealth Advisors of Iowa, LLC 11
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 11
Ashburton (Jersey) Ltd 11
Auxier Asset Management 11
SIRAX - Northern Lights Fund Trust - Sierra Tactical All Asset Fund Class A 11
Oak Point Wealth Management 11
Arena Investors LP 11
Blue Chip Wealth Management, Inc. 11
Peninsula Wealth, LLC 11
SAFEX - WEITZ FUNDS - Ultra Short Government Fund - Institutional Class 11
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 11
Evelyn Partners Asset Management Ltd 11
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 11
TSWFX - Perpetual Americas Funds Trust - TSW CORE PLUS BOND FUND Institutional Shares 11
Powers Advisory Group, LLC 11
RTRE - Collaborative Investment Series Trust - Rareview Total Return Bond ETF 11
Custom Portfolio Group LLC 11
William B. Walkup & Associates, Inc. 11
Corundum Group, Inc. 11
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 11
Avant Capital LLC 11
London Co Of Virginia 11
Reynolds Investment Management, Inc. 11
Deer Park Road Corp 11
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 11
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 11
New Vernon Investment Management Llc 11
Chicago Wealth Management, Inc. 11
Spindletop Capital, LLC 11
Red Cedar Capital, LLC 11
Key Bridge Compliance, LLC 11
Symphony Financial Services, Inc. 11
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 11
Westerkirk Capital Inc. 11
Sanchez Levi Garrett 11
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 11
Institutional Capital Llc 11
Oak Grove Capital LLC 11
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 11
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF 11
Zuckerman Investment Group, LLC 11
Obsidian Personal Planning Solutions LLC 11
USIN - WisdomTree Trust - WisdomTree 7-10 Year Laddered Treasury Fund 11
Gemsstock Ltd. 11
Lehman Kenneth R 11
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 11
MVFG - Northern Lights Fund Trust IV - Monarch Volume Factor Global Unconstrained Index ETF 11
Premier Financial Group 11
Sage Capital Management, LLC 11
American Family Insurance Mutual Holding Co 11
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF 11
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 11
Navigation Group, LLC 11
Mills Wealth Advisors LLC 11
Intrepid Financial Planning Group LLC 11
GFFIX - Gator Series Trust - Gator Financial Fund 11
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 11
Ab Multi-manager Alternative Fund 11
Boston Research & Management Inc 11
Buska Wealth Management, LLC 11
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 11
Private Capital Management Inc 11
UDI - USCF ETF Trust - USCF Dividend Income Fund 11
ALLSPRING MASTER TRUST - Allspring Macro Strategies Portfolio 11
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 11
Agran Libbie 11
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 11
Nautilus Advisors LLC 11
SRN Advisors, LLC 11
Neumeier Poma Investment Counsel Llc 11
TEXN - iSHARES TRUST - iShares Texas Equity ETF 11
Alexander Labrunerie & Co., Inc. 11
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 11
Beaton Management Co. Inc. 11
John Hancock Asset-Based Lending Fund 11
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 11
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 11
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 11
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 11
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 11
Watts Gwilliam & Co., LLC 11
James J. Burns & Company, LLC 11
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 11
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 11
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class 11
Black Cypress Capital Management, LLC 11
Madison Wealth Management 11
One Charles Private Wealth Services, LLC 11
Mason Capital Fund Trust - Fundamentals First ETF 11
Steamboat Capital Partners, LLC 11
Renaissance Investment Consultants Holding Company, Llc 11
Blackrock Floating Rate Income Trust 11
PIMCO Energy & Tactical Credit Opportunities Fund 11
Blackrock Muniholdings Fund, Inc. 11
Lord Abbett Credit Opportunities Fund 11
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I 11
RiverNorth Managed Duration Municipal Income Fund, Inc. 11
Epiphany Funds 11
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 11
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 11
Claar Advisors LLC 11
Aft, Forsyth & Sober, LLC 11
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 11
MLN - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Long Municipal Index ETF 11
BSMN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Municipal Bond ETF 11
Bessemer Securities Llc 11
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 11
Hellman Jordan Management Co Inc /ma/ 11
Credit Capital Investments LLC 11
Pacific Sage Partners, LLC 11
Strategic Planning Group, Llc 11
Stirlingshire Investments, Inc. 11
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 11
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 11
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 11
Berman McAleer LLC 11
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund 11
Deimos Asset Management LLC 11
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 11
Brainard Capital Management LLC 11
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 11
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 11
Napatree Capital Llc 11
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 11
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 11
Deutsche Municipal Income Trust 11
Virtue Asset Management Llc 11
Patriot Financial Partners GP II, L.P. 11
Eaton Vance Municipal Income Trust 11
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 11
FMHI - First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF 11
Bawa N Mallick Trust 11
Financial Partners Group, LLC 11
Stephens Investment Management Group LLC 11
VNYTX - VANGUARD NEW YORK TAX-FREE FUNDS - Vanguard New York Long-Term Tax-Exempt Fund Investor Shares 11
Quarry Hill Advisors, Llc 11
Beacon Bridge Wealth Partners, LLC 11
Cooksen Wealth, LLC 11
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 11
J.M. Arbour, LLC 11
BAB - Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF 11
Guggenheim Credit Allocation Fund 11
Breachway Investments LLC 11
Ables, Iannone, Moore & Associates, Inc. 11
Cove Private Wealth, LLC 11
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A 11
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 11
AGUAX - AMERICAN BEACON FUNDS - American Beacon Frontier Markets Income Fund A Class 11
Rosenblum Silverman Sutton S F Inc /ca 11
Wealth Science Advisors LLC 11
Approach Retirement Advisors, LLC 11
Lazard World Dividend & Income Fund, Inc. 11
Capital Growth Management Lp 11
Primecap Management Co/ca/ 11
40 North Management LLC 11
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 11
Jackson Credit Opportunities Fund 11
Ibex Investors LLC 11
Dialectic Capital Management, Lp 11
Merited Wealth, LLC 11
Strategic Wealth Advisors LLC 11
Plan Investment Fund Inc 11
Hilltop Partners LLC 11
Stonebridge Financial Group, LLC / MO 11
BLACKROCK FUNDS - BlackRock Total Emerging Markets Fund Institutional Shares 11
Eton Park Capital Management, L.P. 11
1607 Capital Partners, LLC 11
Fidelity National Financial, Inc. 11
AllGen Financial Advisors, Inc. 11
IBMM - iSHARES TRUST - iShares iBonds Dec 2024 Term Muni Bond ETF 11
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 11
Silver Point Capital L.P. 11
Skyline Asset Management Lp 11
Advisory Advocates, LLC 11
Polymer Capital Management (HK) LTD 11
PQTSX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM TIPS Fund Class R6 11
Alessandra Capital Management, LLC 11
Pimco Municipal Income Fund Ii 11
CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class 11
Gallagher Benefit Services, Inc. 11
Steadfast Capital Management Lp 11
FCG Investment Co 11
Pfc Capital Group, Inc. 11
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 11
Sprinkle Financial Consultants LLC 11
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 11
Gold Investment Management Ltd. 11
BOCHK Asset Management Ltd 11
ClearAlpha Technologies LP 11
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 11
Petra Financial Advisors Inc 11
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 11
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 11
Eaton Vance Tax-managed Buy-write Income Fund 11
JPLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF 11
PNVAX - PUTNAM INVESTMENT FUNDS - Putnam International Capital Opportunities Fund Class A Shares 11
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 11
Tortuga Wealth Management, Inc 11
CDCDX - Community Development Fund - THE COMMUNITY DEVELOPMENT FUND Class A Shares 11
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 11
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 11
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 11
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A 11
Bamco Inc /ny/ 11
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 11
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 11
Journey Retirement Planning & Investment Management Llc 11
Klr Investment Advisors, Llc 11
FMGAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Mortgage Securities Fund Class A 11
SCVEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Stock Fund Class A 11
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 11
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 11
Dalton Investments LLC 11
Tandem Investment Advisors, Inc. 11
Eagle Wealth Strategies Llc 11
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 11
SUNAMERICA SERIES TRUST - SA Putnam International Growth and Income Portfolio Class 1 11
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 11
Allianzgi Equity & Convertible Income Fund 11
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A 11
GMOIX - GMO TRUST - GMO International Equity Fund Class III 11
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 11
5-to-15 Year Laddered Municipal Bond Portfolio - 5-to-15 Year Laddered Municipal Bond Portfolio 11
WTTSX - WisdomTree Digital Trust - WisdomTree 3-7 Year Treasury Digital Fund N/A 11
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 11
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 11
Harbour Trust & Investment Management Co 11
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 11
One Wealth Management Investment & Advisory Services, LLC 11
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 11
Precept Management LLC 11
Auour Investments LLC 11
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 11
PCGTX - PACE SELECT ADVISORS TRUST - PACE Mortgage-Backed Securities Fixed Income Investments Class P 11
Bristol Advisors, LLC 11
Avid Wealth Partners LLC 11
FSMOX - FIDELITY SALEM STREET TRUST - Fidelity SAI Investment Grade Securitized Fund 11
Blackrock Municipal Income Trust Ii 11
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 11
Arcataur Capital Management LLC 11
Trust Co of the South 11
City Financial Investment Co Ltd 11
Fischer Investment Strategies, Llc 11
Putnam High Income Securities Fund 11
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 11
ANTUX - American Century World Mutual Funds Inc - Non-u.s. Intrinsic Value Fund Investor Class 11
Voya Asia Pacific High Dividend Equity Income Fund 11
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 11
FLDBX - Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 11
Legg Mason Partners Money Market Trust 11
Legg Mason Partners Premium Money Market Trust 11
Orin Green Financial, LLC 11
Mountain Lake Investment Management LLC 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 11
Tang Capital Management Llc 11
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 11
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 11
Divergent Planning, LLC 11
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 11
Analyst IMS Investment Management Services Ltd. 11
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 11
Navigation Wealth Management, Inc. 11
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 11
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 11
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 11
Financial Planning & Information Services, Inc. 11
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 11
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 11
SBHVX - Investment Managers Series Trust - Segall Bryant & Hamill Small Cap Value Fund 11
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 11
Lincoln Capital LLC 10
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 10
Zweig Advisers Llc 10
La Financiere De L'echiquier 10
Gilbert Capital Group, Inc. 10
Accident Compensation Corp 10
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 10
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 10
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 10
Discipline Wealth Solutions, LLC 10
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 10
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 10
Good Harbor Advisors, Inc. 10
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 10
HOLA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Hedged Equity Laddered Overlay ETF 10
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II 10
Epiq Partners, Llc 10
Henssler Funds Inc 10
O'Connor Financial Group LLC 10
RiverNorth Opportunistic Municipal Income Fund, Inc. 10
August Group Capital Ltd 10
Employees Provident Fund Board 10
Satovsky Asset Management Llc 10
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 10
AIMZ Investment Advisors, LLC 10
Duff & Phelps Utility & Corporate Bond Trust Inc 10
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 10
Cloverfields Capital Group, Lp 10
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 10
Marsico Capital Management Llc 10
Virtus Family Office LLC 10
Umpqua Bank 10
Drw Securities, L.l.c. 10
Cfo Capital Management Llc 10
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 10
AMCPX - AMCAP FUND - AMCAP FUND Class A 10
Provident Investment Management, Inc. 10
Three Bridge Wealth Advisors, LLC 10
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 10
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 10
Citizensselect Funds 10
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 10
Brooklands Fund Management Ltd 10
Copperleaf Capital, LLC 10
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF 10
Bull Oak Capital, LLC 10
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 10
Maplelane Capital, Llc 10
Scion Asset Management, LLC 10
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 10
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 10
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 10
SG Capital Management LLC 10
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 10
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 10
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 10
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 10
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 10
APDPX - ARTISAN PARTNERS FUNDS INC - Artisan Global Unconstrained Fund Advisor Shares 10
440 Investment Group, Llc 10
Rivernorth Marketplace Lending Corp 10
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 10
PFUEX - PRINCIPAL FUNDS INC - Finisterre Unconstrained Emerging Markets Bond Fund Class A 10
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 10
Lederer & Associates Investment Counsel/ca 10
FTBI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Balanced Income ETF 10
Nuveen Dynamic Municipal Opportunities Fund 10
Lfs Asset Management 10
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 10
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 10
Netols Asset Management, Inc. 10
Schaller Investment Group Inc 10
Roehl & Yi Investment Advisors, LLC 10
Strategic Financial Partners, Ltd. 10
KerberRose Wealth Management, LLC 10
Drake & Associates, LLC 10
Cfs, Llc 10
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 10
Dreyfus Municipal Income Inc 10
Note Advisors, LLC 10
united american securities inc. (d/b/a uas asset management) 10
Resolute Wealth Strategies, LLC 10
ZynergyRetirementPlanningLLC 10
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 10
Warwick Investment Management, Inc. 10
Diversified Investment Strategies, LLC 10
Fic Capital Inc 10
Winton Series Trust 10
FS Series Trust - FS Market Neutral Fund Class I 10
HLREX - HARDING LOEVNER FUNDS INC - Emerging Markets Research Portfolio Institutional Class 10
MML SERIES INVESTMENT FUND - MML International Equity Fund Class II 10
Squire Investment Management Company, LLC 10
Cypress Funds Llc 10
Relaxing Retirement Coach 10
Sequoia Wealth Management, Llc 10
Solano Wealth Investment Advisors LLC 10
Muhlenkamp & Co Inc 10
BCS Private Wealth Management, Inc. 10
Jackson Financial Management 10
Sanchez Wealth Management Group 10
Elevation Wealth Management LLC 10
Kentucky Farm Bureau Mutual Insurance Co 10
Everest Capital Llc 10
Presidio Capital Management, LLC 10
Wilkins Investment Counsel Inc 10
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 10
Trust Co of Kansas 10
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A 10
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 10
Wittenberg Investment Management, Inc. 10
United Fire Group Inc 10
Independent Wealth Advisors LLC 10
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Ultra-Short Duration Fund Class A 10
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 10
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 10
Independent Investors Inc 10
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 10
Windsor Financial Group Llc 10
Leonard Rickey Investment Advisors P.L.L.C. 10
Brown Shipley& Co Ltd 10
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 10
MSTNX - MFS MUNICIPAL SERIES TRUST - MFS Tennessee Municipal Bond Fund A 10
Riversville Capital, Inc. 10
Caliber Wealth Management, Llc 10
Hansberger Global Investors Inc/fl 10
VIDI - ETF Series Solutions - Vident International Equity Fund 10
Lee Financial Group Hawaii, Inc. 10
PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y 10
Stokes Capital Advisors, LLC 10
White Pine Investment CO 10
Libra Wealth Llc 10
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 10
JADE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Developing Markets Equity ETF 10
Oak Hill Advisors Lp 10
Tufton Capital Management 10
CFVLX - COMMERCE FUNDS - The Value Fund Shares 10
Hartford Funds Management Co LLC 10
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 10
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 10
Gifford Fong Associates 10
Huber Financial Advisors, Llc 10
Bay Capital Advisors, LLC 10
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 10
Lathrop Investment Management Corp 10
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 10
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 10
TGIAX - TIMOTHY PLAN - Timothy Plan Growth & Income Fund Class A 10
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 10
Manteio Capital LLC 10
Foothills Asset Management, Ltd. 10
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 10
Capital Financial Group Inc\co\ /adv 10
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 10
ANIAX - BERNSTEIN SANFORD C FUND INC - New York Municipal Portfolio AB Intermediate New York Municipal Class A 10
Keeler & Nadler Financial Planning & Wealth Management 10
Springhouse Capital Management, LP 10
Aletheian Wealth Advisors LLC 10
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 10
CVAR - ETF Opportunities Trust - Cultivar ETF 10
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 10
Vickerman & Driscoll Financial Advisors Inc 10
Signet Management Usa, Llc 10
MRGR - PROSHARES TRUST - ProShares Merger ETF 10
Axecap Investments, LLC 10
Darrell & King Llc 10
VVIQX - Voya Separate Portfolios Trust - Voya VACS Series EMHCD Fund 10
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 10
Leo H. Evart, Inc. 10
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 10
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 10
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 10
Walser Wealth Management Company, A Ltd Liability Co 10
MFCPX - M FUND INC - M Capital Appreciation Fund 10
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 10
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 10
Montz Harcus Wealth Management LLC 10
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 10
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 10
Allianzgi Diversified Income & Convertible Fund 10
One68 Global Capital, LLC 10
Parkwoods Wealth Partners, LLC 10
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 10
QFITX - Advisors Preferred Trust - Quantified Tactical Fixed Income Fund Investor Class Shares 10
Elwood & Goetz Wealth Advisory Group, LLC 10
Triglav Skladi, D.o.o. 10
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 10
High Probability Advisors, LLC 10
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 10
Envision Financial Planning, LLC 10
DIAVX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Inflation Adjusted Securities Fund Investor Shares 10
Allied Investment Advisors, LLC 10
Elios Financial Group Inc. 10
Profunds - Profund Vp Emerging Markets 10
Brophy Wealth Management, LLC 10
Northstar Asset Management Llc 10
ROBAX - Investment Managers Series Trust - Robinson Tax Advantaged Income Fund Class A Shares 10
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 10
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 10
Deutsche Money Funds 10
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 10
Alvarez & Marsal Private Wealth Partners, LLC 10
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 10
Opes Advisors Inc 10
IOECX - ICON FUNDS - ICON Equity Income Fund Class C 10
Money Market Obligations Trust 10
AMFNX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Managed Futures Strategy Fund Class R6 10
Stonehaven Wealth & Tax Solutions, Llc 10
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 10
JFG Wealth Management, LLC 10
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 10
PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund 10
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 10
Collaborative Fund Advisors, LLC 10
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 10
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C 10
TSG Advice Partners, LLC 10
BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Intermediate Duration ETF 10
BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents 10
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 10
Riggs Capital Management LLC 10
ARSQX - Investment Managers Series Trust - Aristotle Value Equity Fund Class I Shares 10
OxenFree Capital LLC 10
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 10
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 10
SBK Financial, Inc. 10
One Fin Capital Management LP 10
EFG Asset Management (North America) Corp. 10
BTSAX - Northern Lights Fund Trust - BTS Managed Income Fund Class A Shares 10
BSMU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF 10
Partners in Financial Planning 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 10
Sweeney & Michel, Llc 10
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 10
Windsor Advisory Group, LLC 10
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 10
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 10
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 10
Mitchell & Pahl Private Wealth, Llc 10
Arxis Securities Llc 10
JEMB - Janus Detroit Street Trust - Janus Henderson Emerging Markets Debt Hard Currency ETF 10
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y 10
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 10
ETF Store, Inc. 10
Heron Bay Capital Management 10
SK Wealth Management, LLC 10
Pacific Edge Advisors, LLC 10
Perryman Financial Advisory Inc /ad 10
One Wealth Capital Management, Llc 10
Acuity Investment Management Inc 10
Eagle Bluffs Wealth Management LLC 10
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 10
Noked Capital LTD 10
Founders Grove Wealth Partners, Llc 10
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 10
Yoffe Investment Management, LLC 10
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 10
Dravo Bay Llc 10
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 10
James Reed Financial Services, Inc. 10
Veritas Investment Management (UK) Ltd 10
HUSIX - ADVISORS SERIES TRUST - Huber Capital Small Cap Value Fund Investor Class 10
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 10
Tenzing Financial LLC 10
Adams Asset Advisors, LLC 10
Rothschild & Co Wealth Management UK Ltd 10
Marion Wealth Management 10
Delta Accumulation, LLC 10
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 10
626 Financial, LLC 10
Consilio Wealth Advisors, Llc 10
Astra Wealth Partners LLC 10
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 10
KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares 10
Lazari Capital Management, Inc. 10
MEMKX - BNY MELLON FUNDS TRUST - BNY Mellon Emerging Markets Fund Class M Shares 10
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 10
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF 10
ZIG - ETF Series Solutions - The Acquirers Fund 10
Legacy Advisory Services, LLC 10
First American Funds Inc 10
Short Term Investments Trust 10
Members Advisory Group LLC 10
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 10
Bofa Funds Series Trust 10
PRTAX - T. Rowe Price Tax-Free Income Fund, Inc. - T. Rowe Price Tax-Free Income Fund, Inc. 10
Madison Street Partners, LLC 10
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 10
Berkshire Hathaway Inc 10
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund 10
MPPIX - BNY MELLON FUNDS TRUST - BNY Mellon Pennsylvania Intermediate Municipal Bond Fund Class M Shares 10
Nauset Wealth Management. LLC 10
Dreyfus Basic Money Market Fund, Inc 10
Bridgewater Wealth & Financial Management, LLC 10
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 10
Aberdeen Global Select Opportunities Fund Inc. 10
Loeb King Trust 10
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 10
Udine Wealth Management, Inc. 10
Argentiere Capital Ag 10
WealthPoint Financial, LLC 10
TOWER TRUST & INVESTMENT Co 10
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 10
Blueprint Financial Advisors LLC 10
Opus Financial Solutions LLC 10
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 10
Mogy Joel R Investment Counsel Inc 10
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 10
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 10
Kidder Stephen W 10
CLFLX - ADVISORONE FUNDS - CLS Flexible Income Fund Class N Shares 10
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 10
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C 10
RCFIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Core Taxable Bond Fund - Institutional Class Shares 10
GraniteShares Advisors LLC 10
Connective Portfolio Management, LLC 10
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 10
Flavin Financial Services, Inc. 10
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 10
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 10
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 10
Vista Finance, Llc 10
Perspective Wealth Advisors Llc 10
Barden Capital Management, Inc. 10
RBB FUND, INC. - Campbell Advantage Fund 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 10
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 10
UUPIX - Profunds - Ultraemerging Markets Profund Investor Class 10
St. James Investment Advisors, LLC 10
JRVAX - SARATOGA ADVANTAGE TRUST - James Alpha Relative Value Portfolio Class A Shares 10
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 10
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 10
Check Capital Management Inc/ca 10
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 10
SAVN - NORTHERN LIGHTS FUND TRUST II - LifeGoal Conservative Wealth Builder ETF 10
FEUGX - FEDERATED ADJUSTABLE RATE SECURITIES FUND - FEDERATED ADJUSTABLE RATE SECURITIES FUND Service Shares 10
Landmark Financial Advisors, LLC 10
Fairvoy Private Wealth, LLC 10
Kastel Capital Advisors, LLC 10
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C 10
Heritage Way Advisors, LLC 10
Tri-Star Advisors Inc. 10
Markel Corp 10
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 10
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 10
Maxi Investments CY Ltd 10
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 10
Texan Capital Management 10
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A 10
Heirloom Wealth Management 10
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class 10
Mork Capital Management, LLC 10
Jnl Series Trust - Jnl/scout Unconstrained Bond Fund (a) 10
Crestmont Private Wealth LLC 10
Prepared Retirement Institute LLC 10
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 10
Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs 10
BGIAX - BRANDES INVESTMENT TRUST - Brandes Global Equity Income Fund Class A 10
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 10
Lattice Strategies LLC 10
Forum Finance Group S.A. 10
Nestegg Advisors, Inc. 10
PXLVX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS Fund Class A 10
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 10
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I 10
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 10
Karpas Strategies, Llc 10
Piedmont Capital Management, LLC/NC 10
Kercheville Advisors, LLC 10
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 10
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 10
ACLLX - American Century Capital Portfolios Inc - Nt Large Company Value Fund G Class 10
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 10
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 10
Arcadia Wealth Management, Inc. 10
MML Series Investment Fund II - MML Asset Momentum Fund Class II 10
Clear Wave Wealth Management Llc 10
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 10
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 10
FolioMetrix LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 10
FGFIX - FEDERATED TOTAL RETURN SERIES INC - Federated Mortgage Fund Institutional Shares 10
Post Resch Tallon Group Inc. 10
Bordeaux Wealth Advisors LLC 10
Allodium Investment Consultants, LLC 10
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 10
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 10
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 10
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 10
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 10
SEMDX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Emerging Markets Debt Fund Class I 10
Rushmore Investment Advisors, Inc. 10
Advanced Investment Partners, LLC 10
Templeton Emerging Markets Fund 10
Private Capital Management 10
Coolidge Francis L 10
Gargoyle Investment Advisor L.L.C. 10
Blue Sparrow, LLC /DE 10
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 10
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 10
South Georgia Capital, Llc 10
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 10
LDRS - Innovator ETFs Trust - Innovator IBD(R) ETF Leaders ETF 10
Orbis Holdings Ltd 10
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 10
GUNN & Co INVESTMENT MANAGEMENT, INC. 10
Red Wave Investments LLC 10
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 10
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 10
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 10
ADG Wealth Management Group, LLC 10
AOIIX - Angel Oak Funds Trust - Angel Oak Core Impact Fund Institutional Class 10
PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D 10
PACIFIC SELECT FUND - International Value Portfolio Class I 10
Bravias Capital Group, LLC 10
Doheny Asset Management /ca 10
IEV - iSHARES TRUST - iShares Europe ETF 10
ONE Advisory Partners, LLC 10
Argentarii, LLC 10
SLT Holdings LLC 10
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I 10
MIUCX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Intermediate Fund Class C 10
TIXRX - TIAA-CREF FUNDS - TIAA-CREF 5-15 Year Laddered Tax-Exempt Bond Fund Retail Class 10
Clare Market Investments LLC 10
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 10
Sequent Asset Management, LLC 10
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 10
Baskin Financial Services Inc. 10
Berkshire Bank 10
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares 10
Croban 10
AAFMAA Wealth Management & Trust LLC 10
Fortress Wealth Group, LLC 10
Te Ahumairangi Investment Management Ltd 10
Alpha Family Trust 10
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 10
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 10
Dunvegan Associates, Inc. 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 10
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 10
Aware Super Pty Ltd as trustee of Aware Super 10
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 10
EUFN - iSHARES TRUST - iShares MSCI Europe Financials ETF 10
Portman Square Capital LLP 10
Boulder Wealth Advisors, LLC 10
Foundation Wealth Management, LLC 10
Aristeia Capital Llc 10
Expressive Wealth LLC 10
Coronation Fund Managers Ltd. 10
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 10
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 10
Massachusetts Wealth Management 10
Archipel Asset Management AB 10
Clearview Wealth Management LLC 10
Torno Capital, Llc 10
SCID - Global X Funds - Global X Scientific Beta Europe ETF 10
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 10
Northwest Wealth Advisors, LLC 10
Daviman Financial, LLC 10
Argyle Capital Management Inc. 10
Knott David M 10
Northbridge Financial Group, Llc 10
KAMES CAPITAL management Ltd 10
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A 10
Heritage Wealth Management, Inc. /CA/ 10
Kuhn & Co Investment Counsel 10
Mhi Funds, Llc 10
Miller Capital Partners, Inc. 10
Alpine Partners USVI, LLC 10
Investors Trust Inc 10
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 10
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 10
Coatue Management Llc 10
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 10
Arbejdsmarkedets Tillaegspension 10
Ponta Wealth Partners, LLC 10
Liberty Atlantic Advisors LLC 10
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 10
Fiduciary Management Inc /wi/ 10
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares 10
BELSX - RBB FUND, INC. - Boston Partners Emerging Markets Long/Short Fund Institutional Class 10
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 10
Coquina Private Wealth LLC 10
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 10
Cornerstone National Bank & Trust Co 10
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 10
Round Table Investment Management Company, Lp 10
Eisler Capital (US) LLC 10
AAMBX - THRIVENT MUTUAL FUNDS - Thrivent Municipal Bond Fund Class A 10
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 10
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A 10
Northland Securities, Inc. 10
Centennial Advisors, LLC 10
Lane Brothers & Co Inc 10
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 10
Stewardship Concepts Financial Services Llc 10
NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class 10
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 10
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class 10
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 10
ASL Financial, LLC 10
HSCVX - Two Roads Shared Trust - Hunter Small Cap Value Fund Class I 10
Dorato Capital Management 10
Westview Management dba Westview Investment Advisors 10
Pacific Life Fund Advisors LLC 10
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 10
Equity Wealth Partners, LLC 10
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 10
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 10
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 10
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 10
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 10
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 10
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares 10
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 10
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 10
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 10
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 10
Drexel Morgan & Co. 10
PRLAX - T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund 10
Emprise Bank 10
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 10
Broadwater Capital Management Llc 10
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A 10
Blue Rock Advisors, LLC 10
Pingora Partners LLC 10
ACTIX - NEIMAN FUNDS - Advisors Capital Tactical Fixed Income Fund 10
Mandatum Life Insurance Co Ltd 10
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 10
RCS Financial Planning, LLC 10
Invested Advisors 10
APS Management Group, Inc. 10
ETFis Series Trust I - Virtus Glovista Emerging Markets ETF 10
Cornerstone Capital, Inc. 10
Professional Advisory Services Inc 9
Bulldog Investors, LLP 9
Greenlight Capital Inc 9
Patriot Financial Partners Lp 9
PL Capital, LLC 9
Fairfax Financial Holdings Ltd/ Can 9
Eminence Capital, Lp 9
Moab Capital Partners LLC 9
York Capital Management Global Advisors, LLC 9
Trafelet Brokaw Capital Management, L.p. 9
Integrated Core Strategies (us) Llc 9
Southpoint Capital Advisors LP 9
Eagle Capital Management Llc 9
EdgePoint Investment Group Inc. 9
Brave Warrior Advisors, LLC 9
Peconic Partners Llc 9
Paradigm Capital Management Inc/ny 9
Signia Capital Management Llc 9
King Street Capital Management, L.p. 9
Polen Capital Management Llc 9
Hutchinson Capital Management/ca 9
Raiff Partners Inc 9
Matthews International Capital Management Llc 9
Welch Capital Partners Llc/ny 9
Stack Financial Management, Inc 9
P Schoenfeld Asset Management Lp 9
Mrj Capital Inc 9
Coho Partners, Ltd. 9
Cincinnati Insurance Co 9
Sloane Robinson LLP 9
Financial & Investment Management Group Ltd 9
Parthenon Llc 9
Greystone Investment Management Llc 9
Veritas Investment Management LLP 9
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 9
Independence Capital Asset Partners, LLC 9
Beech Hill Advisors, Inc. 9
Security National Bank Of So Dak 9
Mcglinn Capital Management Inc 9
Benchmark Capital Advisors 9
Somerset Group LLC 9
Capital Management Corp /va 9
Pettee Investors, Inc. 9
Monetta Financial Services Inc 9
Hokanson Associates, Inc. 9
Lgt Capital Partners Ltd. 9
North Point Portfolio Managers Corp/oh 9
Heathbridge Capital Management Ltd. 9
Orca Investment Management, LLC 9
Altrinsic Global Advisors Llc 9
Flaherty & Crumrine Inc 9
Kovitz Investment Group, LLC 9
American Investment Services, Inc. 9
PacWest Financial Management Inc 9
TIG Advisors, LLC 9
Evanston Investments, Inc., dba Evanston Advisors 9
Myriad Asset Management Ltd. 9
Rit Capital Partners Plc 9
Security National Bank Of Sioux City Iowa /ia/ 9
Graybill Bartz & Assoc Ltd 9
Independence Trust CO 9
Arkansas Financial Group, Inc. 9
Menlo Advisors Llc 9
Hoertkorn Richard Charles 9
Stewart & Patten Co Llc 9
Grassi Investment Management 9
Rosenbaum Jay D. 9
Kynikos Associates LP 9
Cobalt Capital Management, Inc. 9
DSAM Partners (London) Ltd 9
Boussard & Gavaudan Investment Management LLP 9
Windham Capital Management, LLC 9
Paracle Advisors, LLC 9
Kinsight, LLC 9
Trust CO of the Ozarks 9
Stratford Consulting, LLC 9
Sound Shore Management Inc /ct/ 9
Gibson Capital, LLC 9
Saratoga Research & Investment Management 9
Capital Investment Services of America, Inc. 9
Broderick Brian C 9
Manikay Partners, LLC 9
Argus Investors' Counsel, Inc. 9
MDE Group 9
Valentine Capital Asset Management, Inc. 9
Newtyn Management, LLC 9
Magnolia Group, Llc 9
Schwerin Boyle Capital Management Inc 9
NF Trinity Capital (Hong Kong) Ltd 9
Dominick & Dominick LLC 9
Cognios Capital, LLC 9
Waterstone Capital Management, L.P. 9
Palestra Capital Management LLC 9
Moon Capital Management Lp 9
Arrowgrass Capital Partners Llp 9
Bronson Point Management LLC 9
Sessa Capital IM, L.P. 9
Zimmer Partners, LP 9
Ratan Capital Management LP 9
Chubb Corp 9
Md Sass Investors Services Inc 9
Lombard Odier & Cie (Bahamas) Ltd 9
Hosking & Co Ltd 9
First Citizens Bancorporation Inc 9
Blenheim Capital Management, L.L.C. 9
Ignis Investment Services Ltd 9
Telluride Asset Management LLC 9
Formula Growth Ltd 9
BTS Asset Management, Inc. 9
VanEck Funds 9
Robertson Stephens Advisors Llc 9
United Bank 9
Bcm Advisors, Llc 9
Consolidated Capital Management, Llc 9
Bridge City Capital, LLC 9
Long Focus Capital Management, Llc 9
Ascension Asset Management LLC 9
Spence Asset Management 9
Fulcrum Capital LLC 9
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 9
Vanguard Money Market Reserves 9
Amcap Fund 9
Gabelli Convertible & Income Securities Fund Inc 9
Nuveen High Income 2020 Target Term Fund 9
Gabelli Global Utility & Income Trust 9
American Funds Fundamental Investors 9
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 9
Templeton Global Opportunities Trust 9
Aberdeen Chile Fund, Inc. 9
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 9
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 9
Cohen & Steers Closed-end Opportunity Fund, Inc. 9
Pimco Municipal Income Fund Iii 9
Pimco California Municipal Income Fund Ii 9
Trust For Advisor Solutions 9
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 9
First Trust/aberdeen Global Opportunity Income Fund 9
Staar Investment Trust 9
PRGMX - T. Rowe Price GNMA Fund, Inc. - T. Rowe Price GNMA Fund 9
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 9
JHTFX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock High Yield Municipal Bond Fund Class A 9
Oppenheimer International Equity Fund 9
Prudential Short Duration High Yield Fund, Inc. 9
SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A 9
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 9
Northern Institutional Funds 9
Mainstay Definedterm Municipal Opportunities Fund 9
Lmp Capital & Income Fund Inc. 9
General New York Amt-free Municipal Money Market Fund 9
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 9
General Money Market Fund Inc 9
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 9
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 9
International Income Portfolio - International Income Portfolio 9
Oppenheimer Dividend Opportunity Fund 9
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 9
BLACKROCK LATIN AMERICA FUND, INC. - BLACKROCK LATIN AMERICA FUND, INC. Investor A 9
Blackrock Muni Intermediate Duration Fund, Inc. 9
Alliancebernstein National Municipal Income Fund 9
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 9
Blackrock Muniyield Quality Fund, Inc. 9
Ares Dynamic Credit Allocation Fund, Inc. 9
Miller/howard High Income Equity Fund 9
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 9
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 9
Touchstone Investment Trust 9
Nova R Wealth, Inc. 9
Freedom Day Solutions, LLC 9
Stordahl Capital Management, Inc. 9
Nan Shan Life Insurance Co., Ltd. 9
Aurora Financial Advisors, Llc 9
Pelham Global Financials Ltd 9
AdvicePeriod, LLC 9
Allianz Life Insurance Co Of North America 9
Benchmark Financial Wealth Advisors, LLC 9
Signet Investment Advisory Group, Inc. 9
Shoals Capital Management Lp 9
Viewpoint Investment Partners Corp 9
Unified Trust Company, N.A. 9
Vilas Fund, Lp 9
Susquehanna International Securities, Ltd. 9
Fs Multi-alternative Income Fund 9
Bank Of Edwardsville 9
Delta Financial Advisors Llc 9
Montgomery Street Income Securities, Inc 9
Nuveen Global Income Opportunities Fund 9
AUNAX - AB BOND FUND, INC. - AB Municipal Bond Inflation Strategy Class A 9
LTNYX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term New York Municipal Fund Class A 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 9
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 9
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2055 Fund Class A 9
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 9
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 9
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 9
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 9
BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A 9
BLACKROCK FUNDS - iShares Municipal Bond Index Fund Investor A 9
ADVANCED SERIES TRUST - AST Bond Portfolio 2019 9
ADVANCED SERIES TRUST - AST AQR Emerging Markets Equity Portfolio 9
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 9
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 9
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 9
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 9
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R 9
WHYDX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Municipal Bond Fund Administrator Class 9
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 9
WIP - SPDR SERIES TRUST - SPDR(R) FTSE International Government Inflation-Protected Bond ETF 9
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 9
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 9
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 9
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 9
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 9
TPYAX - Touchstone Funds Group Trust - Touchstone International Esg Equity Fund Class A 9
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 9
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 9
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 9
DEUTSCHE DWS VARIABLE SERIES I - DWS CROCI International VIP Class A 9
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 9
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I 9
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 9
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 9
STPZ - PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund 9
MUNI - PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 9
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A 9
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 9
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 9
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 9
GUBGX - VICTORY PORTFOLIOS - Victory RS International Fund Class A 9
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 9
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 9
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class 9
BlackRock Funds V - BlackRock U.S. Government Bond Portfolio Investor A Shares 9
QEELX - AQR Funds - AQR Emerging Multi-Style Fund Class I 9
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 9
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 9
IOO - iSHARES TRUST - iShares Global 100 ETF 9
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 9
VICTORY VARIABLE INSURANCE FUNDS - Victory RS International VIP Series Class I 9
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 9
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 9
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 9
PMNTX - PIMCO FUNDS - PIMCO National Intermediate Municipal Bond Fund Class A 9
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 9
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 9
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 9
FLIA - Franklin Templeton ETF Trust - Franklin Liberty International Aggregate Bond ETF 9
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 9
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 9
MFS VARIABLE INSURANCE TRUST III - MFS Inflation-Adjusted Bond Portfolio Initial Class 9
IYVAX - IVY FUNDS - Ivy Value Fund Class A 9
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 9
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 9
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 9
Barings Funds Trust - Barings Diversified Income Fund Class A Shares 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - International Emerging Markets Account Class 1 9
MSCFX - Mairs & Power Funds Trust - Mairs & Power Small Cap Fund Investor Class 9
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 9
ECEIX - LAZARD FUNDS INC - Lazard Emerging Markets Core Equity Portfolio Institutional Shares 9
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 9
REEAX - RBC FUNDS TRUST - RBC Emerging Markets Equity Fund Class A 9
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 9
RAAX - VanEck Vectors ETF Trust - VanEck Vectors Real Asset Allocation ETF 9
TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A 9
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 9
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 9
STMYX - Northern Lights Fund Trust - Sierra Tactical Municipal Fund Class Special Shares 9
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 9
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 9
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A 9
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 9
TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A 9
HLEMX - HARDING LOEVNER FUNDS INC - Harding Loevner Emerging Markets Portfolio Advisor 9
HLMEX - HARDING LOEVNER FUNDS INC - Harding Loevner Institutional Emerging Markets Portfolio Institutional 9
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 9
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 9
Dfa Investment Dimensions Group Inc - Dfa Ny Municipal Bond Portfolio Institutional Class 9
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 9
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 9
ESFIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Fund INSTITUTIONAL CLASS SHARES 9
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional 9
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 9
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A 9
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 9
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 9
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 9
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 9
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 9
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 9
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 9
HAEMX - HARBOR FUNDS - Harbor Emerging Markets Equity Fund Institutional Class 9
JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV 9
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A 9
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 9
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 9
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund 9
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund 9
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 9
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 9
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 9
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 9
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 9
IBMO - iSHARES TRUST - iShares iBonds Dec 2026 Term Muni Bond ETF 9
IBMQ - iSHARES TRUST - iShares iBonds Dec 2028 Term Muni Bond ETF 9
IBDK - iSHARES TRUST - iShares iBonds Dec 2019 Term Corporate ETF 9
TDTT - FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 9
SDEM - Global X Funds - Global X MSCI SuperDividend Emerging Markets ETF 9
GURU - Global X Funds - Global X Guru Index ETF 9
AAEMX - ALGER FUNDS II - Alger Emerging Markets Fund Class A 9
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I 9
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 9
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 9
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 9
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 9
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 9
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 9
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 9
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 9
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 9
FZBAX - FRANKLIN STRATEGIC SERIES - Franklin Flexible Alpha Bond Fund Advisor Class 9
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 9
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 9
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 9
UBPIX - Profunds - Ultralatin America Profund Investor Class 9
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 9
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 9
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 9
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 9
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 9
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 9
Arkfeld Wealth Strategies, L.L.C. 9
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 9
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class 9
MNYMX - BNY MELLON FUNDS TRUST - BNY Mellon New York Intermediate Tax-Exempt Bond Fund Class M 9
MPSTX - BNY MELLON FUNDS TRUST - BNY Mellon National Short-Term Municipal Bond Fund Class M Shares 9
Loveless Wealth Management LLC 9
MNWAX - MFS SERIES TRUST X - MFS Managed Wealth Fund A 9
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A 9
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 9
POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A 9
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio 9
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 9
SUIAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS CROCI International Fund Class A 9
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A 9
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 9
COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A 9
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 9
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 9
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class 9
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 9
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 9
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 9
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 9
JTISX - JPMorgan Trust I - JPMorgan High Yield Municipal Fund Class I 9
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 9
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 9
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 9
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 9
Oldfather Financial Services, LLC 9
Euro Pacific Asset Management, LLC 9
Arbor Trust Wealth Advisors, Llc 9
Marotta Asset Management 9
AllianzGI Artificial Intelligence & Technology Opportunities Fund 9
Absher Wealth Management, Llc 9
Watchman Group, Inc. 9
Essex Private Wealth Management, LLC 9
Magnolia Capital Management Ltd 9
Ameraudi Asset Management, Inc. 9
Heron Financial Group, Llc 9
DWM Financial Group, Inc. 9
Adams Chetwood Wealth Management LLC 9
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 9
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 9
Davidson Capital Management Inc. 9
KAMES CAPITAL management Ltd 9
Capstone Financial Group, Inc. 9
Silver Bridge Capital Management LLC 9
StrongBox Wealth, LLC 9
Advisors Preferred Trust - The Gold Bullion Strategy Portfolio 9
Cunning Capital Partners, LP 9
WMKGX - WESMARK FUNDS - WesMark Growth Fund 9
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 9
IOBCX - ICON FUNDS - ICON Flexible Bond Fund Class C 9
ADHVX - Advisors' Inner Circle Fund III - Aegon Short Duration High Yield Fund Investor Shares 9
MDCEX - Starboard Investment Trust - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares 9
ABEQ - Unified Series Trust - Absolute Core Strategy Etf 9
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class 9
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 9
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class 9
RiverNorth Flexible Municipal Income Fund, Inc. 9
MCCGX - Mirae Asset Discovery Funds - Emerging Markets Great Consumer Fund Class C Shares 9
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 9
OASDX - Series Portfolios Trust - Oakhurst Strategic Defined Risk Fund Institutional Class 9
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares 9
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF 9
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 9
JAEAX - SARATOGA ADVANTAGE TRUST - James Alpha Event Driven Portfolio Class A Shares 9
Brinton Eaton, Llc 9
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 9
LEND - Amplify ETF Trust - Amplify CrowdBureau(R) Peer-to-Peer Lending & Crowdfunding ETF 9
Fisher Funds Management LTD 9
IGIEX - Ashmore Funds - Ashmore Emerging Markets Investment Grade Income Fund Institutional Class 9
Blossom Wealth Management 9
CM Management, LLC 9
Wd Rutherford Llc 9
Veritas Investment Partners (UK) Ltd. 9
JD Financial Services Inc. 9
Signature Wealth Management Partners, LLC 9
140 Summer Partners LP 9
United Maritime Capital Llc 9
Freemont Management S.A. 9
Weitzel Financial Services, Inc. 9
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 9
VELA Funds - VELA Small Cap Fund Class I 9
HOMPX - Series Portfolios Trust - HW Opportunities MP Fund 9
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 9
Investment Advisory Services Inc /tx /adv 9
Lorne Steinberg Wealth Management Inc. 9
NSIVX - North Square Investments Trust - North Square Altrinsic International Equity Fund Class I 9
PIONEER CORE TRUST I - Pioneer High Income Municipal Portfolio 9
Orchard Capital Managment, LLC 9
Clark Financial Services Group Inc /bd 9
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I 9
RiverNorth Flexible Municipal Income Fund II, Inc. 9
JRVIX - James Alpha Funds Trust - James Alpha Relative Value Fund Class I 9
JAESX - James Alpha Funds Trust - James Alpha Event Driven Fund Class R6 9
ARMIX - Advisors' Inner Circle Fund III - ARGA EMERGING MARKETS VALUE FUND Institutional Shares 9
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 9
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 9
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 9
EMG Holdings, L.P. 9
ASTMX - Northern Lights Fund Trust - Astor Macro Alternative Fund Class A Shares 9
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 9
Ardent Capital Management, Inc. 9
Agate Pass Investment Management, LLC 9
Surience Private Wealth Llc 9
Scott Capital Advisors, LLC 9
Leeward Financial Partners, LLC 9
Wealth Management Solutions, LLC 9
Lauterbach Financial Advisors, LLC 9
Primoris Wealth Advisors, Llc 9
Pine Haven Investment Counsel, Inc 9
Dixon Fnancial Services, Inc. 9
Abeille Asset Management Sa 9
Phase 2 Partners, LLC 9
Fingerlakes Wealth Management, Inc. 9
Topel & Distasi Wealth Management, LLC 9
Compass Financial Advisors Llc 9
First Farmers & Merchants Bank / Trust 9
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 9
BetterWealth, LLC 9
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 9
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF 9
Capstone Wealth Management Group, Llc 9
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 9
CGXU - Capital Group International Focus Equity ETF - Capital Group International Focus Equity ETF Share Class 9
Buttonwood Financial Group, LLC 9
ICDAX - IVY FUNDS - Delaware Ivy International Value Fund Class A 9
RiverNorth Managed Duration Municipal Income Fund II, Inc. 9
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF 9
SHCDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Corporate Debt Fund Class I 9
Coombe, Bender & Co LLC 9
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 9
Seaside Wealth Management, Inc. 9
HFSSX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Contrarian Value Fund Class SDR 9
Integrity Wealth Advisors, Inc. 9
WXCIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets ex China Growth Fund Class I 9
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 9
TCUGX - TRUST FOR CREDIT UNIONS - Enhanced Income Intermediate Duration Credit Portfolio - Investor Shares 9
Northern Financial Advisors Inc 9
SP Asset Management LLC 9
PayPay Securities Corp 9
Palo Alto Wealth Advisors, Llc 9
Financial & Tax Architects, LLC 9
First Citizens Asset Management, Inc. 9
Dominguez Wealth Management Solutions, Inc. 9
Kapstone Financial Advisors LLC 9
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 9
DDFG, Inc 9
Brady Family Wealth, Llc 9
KilterHowling LLC 9
EMDM - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Emerging Market Democracies ETF 9
RAM Investment Partners, LLC 9
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 9
Corrigan Financial, Inc. 9
Payden & Rygel Investment Group 9
Disciplina Capital Management LLC 9
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 9
ACEFX - Unified Series Trust - Absolute Strategies Fund Institutional Shares 9
Shotwell Rutter Baer Inc 9
StoneCrest Wealth Management, Inc. 9
Capital Management Associates, Inc 9
Efficient Frontier Advisors LLC 9
Acorn Creek Capital Llc 9
Robinson Smith Wealth Advisors Llc 9
Maxwell Wealth Strategies Inc. 9
Eaton-Cambridge Inc. 9
QSV Equity Investors LLC 9
Urban Financial Advisory Corp 9
Prospect Financial Services LLC 9
Wealth Forward, LLC 9
TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF 9
Muirfield Wealth Advisors Llc 9
VanderPol Investments L.L.C. 9
Skyline Advisors, Inc. 9
Ariston Services Group 9
Granite Group Advisors, LLC 9
JBR Co Financial Management Inc 9
Horizon Advisory Services, Inc. 9
Wealth Group, Ltd. 9
Perissos Private Wealth Management, LLC 9
Twin City Private Wealth, Llc 9
Raelipskie Partnership 9
CCSB - Tidal Trust II - Carbon Collective Short Duration Green Bond ETF 9
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 9
Global X Japan Co., Ltd. 9
Investment Planning Advisors, Inc. 9
Ping Capital Management, Inc. 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 9
Carrhae Capital LLP 9
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF 9
Pure Portfolios Holdings Llc 9
Old North State Wealth Management, LLC 9
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class 9
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 9
Mainstream Capital Management LLC 9
American Alpha Advisors, LLC 9
Mindset Wealth Management, Llc 9
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF 9
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A 9
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 9
BTRIX - Perpetual Americas Funds Trust - Barrow Hanley Total Return Bond Fund Institutional Shares 9
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 9
CAFX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Intermediate Bond ETF 9
Tallon Kerry Patrick 9
Jacksonville Wealth Management, LLC 9
MYCI - SSGA Active Trust - SPDR SSGA My2029 Corporate Bond ETF 9
CFC Planning Co LLC 9
Silphium Asset Management Ltd 9
Wolfstich Capital, LLC 9
Chung Wu Investment Group, LLC 9
Postrock Partners Llc 9
Mountain Hill Investment Partners Corp. 9
BIT Capital GmbH 9
Moment Partners, LLC 9
Broadway Wealth Solutions, Inc. 9
Rahlfs Capital, Llc 9
Family Office Research LLC 9
Tme Financial, Inc. 9
Kintayl Capital LP 9
Burling Wealth Partners, Llc 9
Vista Cima Wealth Management LLC 9
Cornerstone Financial Group, LLC /NE/ 9
1248 Management, LLC 9
Blue Rock Wealth Management LLC 9
Three Cord True Wealth Management, LLC 9
Sunbeam Capital Management, LLC 9
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 9
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 9
IronOak Wealth LLC. 9
Avant Financial Advisors LLC 9
VCRM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Core Tax-Exempt Bond ETF ETF Shares 9
FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF 9
LODI - ETF Series Solutions - AAM SLC Low Duration Income ETF 9
Cooper Capital Advisors LLC 9
Good Steward Wealth Advisors,LLC 9
MFSI - MFS Active Exchange Traded Funds Trust - MFS Active International ETF 9
Anb Bank 9
S-Bank Fund Management Ltd 9
LeConte Wealth Management, LLC 9
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C 9
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 9
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C 9
Family Legacy Financial Solutions, LLC 9
Wealth Advisory Team LLC 9
Evelyn Partners Investment Management (Europe) Ltd 9
Cherokee Insurance Co 9
INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF 9
Horizon Funds - Centre American Select Equity Fund Investor Class 9
Maxele Advisors, LLC 9
Sherman Wealth Management LLC 9
Shrier Wealth Management, Llc 9
Financial Planning Hawaii, Inc. 9
Sensenig Capital Advisors, Inc 9
Frankly Finances, LLC 9
Elevated Financial Group LLC 9
Englebert Financial Advisers, LLC 9
Argos Wealth Advisors, LLC 9
Lawood & Co 9
Gambit Capital Management, LLC 9
Ferguson Johnson Wealth Management Inc 9
Gaddis Premier Wealth Advisors LLC 9
Daybright Advisory Services, Inc. 9
Portfolio Resources Advisor Group, Inc. 9
Excelsior Advisor Network LLC 9
Wiregrass Investment Management Llc 9
Cornerstone Wealth Partners, LLC 9
Vines Capital Management, LLC 9
BCV Asset Management Inc. 9
CrossGen Wealth, LLC 9
ATX Financial Planning, LLC 9
Meadowbrook Advisors Group, LLC 9
Oasis Advisors, LLC 9
PCB Capital LLC 9
Pursuit Wealth Strategies, Llc 9
Summit Portfolio Management, LTD. 9
Summitpoint Capital Management 9
Elevation Advisory Partners LLC 9
Avail Investment Partners, LLC 9
Rhodes Investment Advisors Inc /adv 9
First Nebraska Trust Co 9
OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A 8
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund 8
Seminole Management Co., Inc. 8
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 8
Stock Portfolio - Stock Portfolio 8
Uhlmann Price Securities, Llc 8
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 8
Invenio Wealth Partners Llc 8
Rockshelter Capital Management Llc 8
Hummer Financial Advisory Services Inc 8
Wimmer Associates 1, Llc 8
Alliance Private Wealth, LLC 8
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 8
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 8
Jentner Corp 8
Cash Account Trust 8
Millburn Ridgefield Corp 8
Blue Ridge Capital, L.L.C. 8
Retirement Series Trust 8
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 8
Princeton Portfolio Strategies Group LLC 8
MUST - Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF 8
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 8
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 8
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares 8
Ready Assets Government Liquidity Fund 8
NTB Financial Corp 8
Aubrey Capital Management Ltd 8
ATLas Financial Planning LLC 8
Blackrock Liquidity Funds 8
Finivi Inc. 8
SRDBX - STONE RIDGE TRUST - Stone Ridge Diversified Alternatives Fund Class M 8
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 8
Power Wealth Management Llc 8
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A 8
MEMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets ex China Active ETF 8
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 8
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 8
Courant Investment Management LLC 8
MGGAX - Natixis Funds Trust I - Mirova Global Green Bond Fund Class A 8
Welch Financial Planning, LLC 8
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 8
OEF - iSHARES TRUST - iShares S&P 100 ETF 8
Lone Pine Capital Llc 8
Rappaport Reiches Capital Management, LLC 8
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A 8
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 8
BHR Capital LLC 8
Madison Park Capital Advisors, LLC 8
Meritage Group LP 8
WTABX - WILMINGTON FUNDS - Wilmington Municipal Bond Fund Class A Shares 8
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 8
Daruma Capital Management Llc 8
ICICI Prudential Asset Management Co Ltd 8
RRPAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Real Return Fund - Class A 8
Keating Investment Counselors Inc 8
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A 8
SRAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Real Return Fund Class F 8
BAFQX - Brown Advisory Funds - Brown Advisory Emerging Markets Select Fund Institutional Shares 8
Redstone Wealth Management, Llc 8
Peirce Capital Management, LLC 8
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 8
Suvretta Capital Management, Llc 8
ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A 8
M. Kulyk & Associates, LLC 8
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 8
Rs Crum Inc. 8
VELA Funds - VELA Large Cap 130/30 Fund Class I 8
Melqart Asset Management (uk) Ltd 8
IRBA - LITMAN GREGORY FUNDS TRUST - iMGP RBA Responsible Global Allocation ETF 8
Investidor Profissional Gestao de Recursos Ltda. 8
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 8
Priebe Wealth Holdings LLC 8
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 8
Cmt Trading Llc 8
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 8
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 8
Ptm Wealth Management, Llc 8
Farallon Capital Management Llc 8
Silverleafe Capital Partners, LLC 8
Strategic Capital Advisers, Inc. 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2033 8
IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV 8
Gibson Wealth Advisors LLC 8
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 8
Intrinsic Edge Capital Management LLC 8
Carlyle Group Inc. 8
Nichols & Pratt Advisers Llp /ma 8
Crawford Lake Capital Management, LLC 8
Worth Venture Partners, LLC 8
Dreyfus Tax Exempt Cash Management Funds 8
Petersen Hastings Wealth Advisors Inc. 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA World ex U.S. Government Fixed Income Portfolio Institutional Class 8
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 8
Allium Financial Advisors, Llc 8
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF 8
Hefren-Tillotson, Inc. 8
Capital Counsel Llc/ny 8
Citadel Investment Advisory, Inc. 8
Scepter Holdings, Inc. 8
Mendel Capital Management LLC 8
Mfs Intermarket Income Trust I 8
Funds For Institutions Series 8
Dfa Investment Trust Co - The Continental Small Company Series 8
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund 8
Probabilities Fund Management, LLC 8
Purisima Funds 8
PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares 8
Temasek Holdings (Private) Ltd 8
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 8
JHCR - John Hancock Exchange-Traded Fund Trust - John Hancock Core Bond ETF 8
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 8
Trellis Wealth Advisors LLC 8
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 8
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 8
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 8
PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P 8
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 8
Aberdeen Wealth Management LLC 8
RSHMX - VICTORY PORTFOLIOS - Victory High Income Municipal Bond Fund Class A 8
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 8
Defiance ETFs, LLC 8
GTAWX - GLENMEDE FUND INC - Short Term Tax Aware Fixed Income Portfolio 8
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 8
Shaker Financial Services, LLC 8
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class 8
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A 8
Camden National Corp 8
Short Duration Inflation-Protected Income Portfolio - Short Duration Inflation-Protected Income Portfolio 8
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 8
Ledge Wealth Management, Inc. 8
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 8
Riverstone Advisors, LLC 8
Hudson Portfolio Management LLC 8
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 8
MUNIX - MUTUAL FUND SERIES TRUST - AlphaCentric Municipal Opportunities Fund Class I 8
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 8
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 8
Rheos Capital Works Inc. 8
Wells Trecaso Financial Group, LLC 8
PEASX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-2 8
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class 8
Dow Chemical Co /de/ 8
Main Line Retirement Advisors, LLC 8
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 8
Solidarilty Wealth, LLC 8
Catalyst Wealth Management, LLC 8
Prosiris Capital Management LP 8
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 8
TIIV - ETF Series Solutions - AAM Todd International Intrinsic Value ETF 8
Granite Islands Private Wealth, Llc 8
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 8
RW Investment Management LLC 8
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 8
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 8
North Berkeley Wealth Management, LLC 8
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 8
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 8
MOR Wealth Management, LLC 8
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 8
Dreyfus Municipal Bond Infrastructure Fund, Inc. 8
Master Institutional Money Market Llc 8
Angel Oak Strategic Credit Fund 8
Entelevest, LLC 8
Horizon Funds - HORIZON EXPEDITION PLUS ETF 8
GAA - Cambria ETF Trust - Cambria Global Asset Allocation ETF 8
O'Keefe Stevens Advisory, Inc. 8
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 8
MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 8
Landmark Bank 8
SLTMX - VIRTUS ASSET TRUST - Virtus Seix U.S. Mortgage Fund Class A 8
SIEYX - SARATOGA ADVANTAGE TRUST - International Equity Portfolio Class A 8
Myecfo, Llc 8
Global Thematic Partners, LLC 8
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 8
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 8
Wealth Dimensions Group, Ltd. 8
Lexington Hill Partners, LLC 8
Passumpsic Savings Bank 8
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class 8
JHGEX - John Hancock Funds II - Global Equity Fund Class A 8
Exeter Financial, LLC 8
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 8
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 8
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF 8
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 8
Pimco California Municipal Income Fund Iii 8
Investors Cash Trust 8
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 8
BSN Capital Partners Ltd 8
Tandem Wealth Advisors LLC 8
FLN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Latin America AlphaDEX Fund 8
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 8
Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares 8
Ocean Capital Management, LLC 8
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 8
Brooktree Capital Management 8
Hurlow Wealth Management Group, Inc. 8
JFOIX - James Alpha Funds Trust - James Alpha Family Office Fund Class I 8
Gray Financial Group /ga /adv /adv 8
Birinyi Associates Inc 8
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 8
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 8
SNWAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Small Cap Value Fund - Class A Shares 8
MPIFX - Gallery Trust - MONDRIAN INTERNATIONAL GOVERNMENT FIXED INCOME FUND 8
Pimco California Municipal Income Fund 8
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 8
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 8
Hillcrest Wealth Advisors - NY, LLC 8
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 8
Sapphire Star Partners LP 8
JFOIX - SARATOGA ADVANTAGE TRUST - James Alpha Family Office Portfolio Class I 8
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 8
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 8
Rubicon Advisors, GP 8
Marshall Financial Group Inc /adv 8
Liberty Street Advisors, Inc. 8
Hall Kathryn A. 8
Ark Wealth Advisors LLC 8
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 8
POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares 8
Infinity Wealth Counsel, LLC 8
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 8
Morton Capital Management LLC/CA 8
Oaktree Diversified Income Fund Inc. 8
Galibier Capital Management Ltd. 8
ABIAX - AB TRUST - AB International Value Fund Class A 8
DHMBX - BNY MELLON MUNICIPAL FUNDS, INC. - BNY Mellon High Yield Municipal Bond Fund Class Z 8
Omnitrust Wealth Management, Inc 8
Fiduciary Advisors, Inc. 8
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 8
EMAG - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets Aggregate Bond ETF 8
Usa Mutuals Advisors, Inc. 8
VCBCX - VALIC Co I - Blue Chip Growth Fund 8
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 8
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 8
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF 8
HMOP - Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF 8
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares 8
Total Wealth Planning & Management, Inc. 8
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A 8
BRANDES INVESTMENT TRUST - Brandes U.S. Value Fund Class A 8
Bernzott Capital Advisors 8
Cross Staff Investments Inc 8
Integrated Capital Management, Inc. 8
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 8
SBIEX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge International Value Fund Class A 8
CFIMX - Clipper Funds Trust - Clipper Funds Trust 8
Security Asset Management 8
OAIE - Series Portfolios Trust - Optimize AI Smart Sentiment Event-Driven ETF 8
GPICX - GPS Funds II - GuidePath(R) Conservative Income Fund 8
Stellar Capital Management, LLC 8
Chou Associates Management Inc. 8
Financial Consulate Inc. 8
MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. 8
Birmingham Capital Management Co Inc/al 8
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 8
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 8
Colter Lewis Investment Partners LLC 8
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 8
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 8
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 8
Horan Capital Management 8
Newport Trust Co 8
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 8
Locust Wood Capital Advisers, LLC 8
Concorde Financial Corp 8
Elefante Michael B 8
Ridgepath Capital Management LLC 8
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 8
Tandem Capital Management Corp /adv 8
VAUGHAN & Co SECURITIES, INC. 8
Brighthouse Funds Trust I - MFS Research International Portfolio Class A 8
Tenon Financial LLC 8
RedJay Asset Management Inc. 8
Alight Series Trust 8
Ubs Rma Money Fund Inc 8
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 8
Vanguard Morgan Growth Fund 8
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 8
Tiedemann Trust Co 8
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 8
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 8
Global Trust Wealth Management LLC 8
Wealth Management Strategies, Inc. 8
Eachwin Capital, Lp 8
Pioneer Family Office, LLC 8
Quadrant Capital Management, LLC 8
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund 8
Davies Financial Advisors, Inc. 8
Aston Asset Management, LLC 8
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 8
DLLDX - DoubleLine Funds Trust - DoubleLine Long Duration Total Return Bond Fund Class N 8
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 8
Pinney & Scofield, Inc. 8
Sagard Holdings Management Inc. 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 8
Franklin Templeton Variable Insurance Products Trust - Templeton Foreign Vip Fund Class 1 8
Franklin Templeton Variable Insurance Products Trust - Templeton Developing Markets Vip Fund Class 1 8
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 8
Summit Partners Public Asset Management, Llc 8
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 8
Global Frontier Investments LLC 8
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 8
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 8
HMJAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Short Duration Fund Class A 8
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 8
BKF - iShares, Inc. - iShares MSCI BRIC ETF 8
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 8
ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A 8
GSAKX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Income Fund Class A 8
Helios Capital Management Pte. Ltd 8
Edmp, Inc. 8
Breithorn Capital Management 8
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 8
Wise Wealth Partners 8
Dillon & Associates Inc 8
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 8
Client First Investment Management LLC 8
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 8
Eos Management, L.P. 8
Blackrock Muniassets Fund, Inc. 8
Slocum, Gordon & Co LLP 8
Hudson Value Partners, LLC 8
Eastover Investment Advisors LLC 8
Tourbillon Capital Partners, L.P. 8
Promethos Capital, LLC 8
AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A 8
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 8
Benchmark Wealth Management, LLC 8
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 8
Chancellor Financial Group WB LP 8
Milestone Asset Management Group, LLC 8
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 8
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class 8
ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A 8
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 8
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 8
TASCX - THIRD AVENUE TRUST - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class 8
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class 8
Future Fund LLC 8
Reframe Wealth, Llc 8
Cordoba Advisory Partners LLC 8
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 8
Lansdowne Partners Limited Partnership 8
Trace Wealth Advisors, LLC 8
FSTDX - FIDELITY SALEM STREET TRUST - Fidelity Series 5+ Year Inflation-Protected Bond Index Fund 8
Tyrus Capital S.A.M. 8
Mount Vernon Securities Lending Trust 8
DIVD - EA Series Trust - Altrius Global Dividend ETF 8
Brookmont Capital Management 8
Muzinich & Co., Inc. 8
C WorldWide Group Holding A/S 8
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 8
SDBNX - SCHRODER SERIES TRUST - Schroder Short Duration Bond Fund Investor Shares 8
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 8
IAUF - iShares U.S. ETF Trust - iShares Gold Strategy ETF 8
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 8
Investment Management Associates Inc /adv 8
Hillman Capital Management, Inc. 8
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 8
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 8
Virginia Estate & Retirement Planning Advisors Inc. 8
CLACX - ADVISORONE FUNDS - CLS Global Aggressive Equity Fund Class N Shares 8
Family Wealth Partners, Llc 8
Castlekeep Investment Advisors Llc 8
Unionview, Llc 8
Invesco High Income 2023 Target Term Fund 8
Radcliffe Capital Management, L.P. 8
Tech Square Trading Lp 8
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 8
Ares Management Llc 8
Elk Creek Partners, LLC 8
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 8
Bearing Point Capital, Llc 8
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 8
ADAPT Investment Managers SA 8
Thryve Wealth Management Llc 8
Regis Management CO LLC 8
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 8
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 8
Westco Advisory Services Inc /adv 8
Dreyfus Liquid Assets, Inc 8
Allianzgi Convertible & Income Fund Ii 8
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 8
GMBZX - GuideStone Funds - Impact Bond Fund Investor 8
Cushing Asset Management, Lp 8
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 8
Militia Capital Management LLC 8
Charlemagne Capital Ltd 8
LGRUX - LORD ABBETT TRUST I - Lord Abbett Investment Grade Floating Rate Fund Class R6 8
Yeomans Consulting Group, Inc. 8
Putnam Money Market Fund 8
Willow Street Advisors LLC 8
Kane Investment Management, Inc. 8
Agp Franklin, Llc 8
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 8
Kayne Anderson Capital Advisors Lp 8
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 8
Capital Group Investment Management Pte. Ltd. 8
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A 8
Guggenheim Equal Weight Enhanced Equity Income Fund 8
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 8
Rwc Asset Advisors (us) Llc 8
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 8
Entruity Wealth, LLC 8
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 8
Silver Oak Wealth Advisors Services, Llc 8
DCF Advisers, LLC 8
Marshall & Sullivan Inc /wa/ 8
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 8
HC Advisors, LLC 8
Allianzgi Convertible & Income Fund 8
Mark Asset Management Lp 8
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund 8
Midwest Wealth Management Inc. 8
Cleary Gull Holdings Inc. 8
Rbo & Co Llc 8
Arrow Investments Trust - Arrow Dogs of the World ETF 8
Black Point Wealth Management 8
ETMBX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance AMT-Free Municipal Income Fund Class A 8
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 8
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A 8
DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF 8
LMG Wealth Partners, LLC 8
PRULX - T. Rowe Price U.S. Treasury Funds, Inc. - U.S. Treasury Long-Term Fund 8
Cadia Private Client LLC 8
Fairfield Financial Advisors, LTD 8
TPINX - TEMPLETON INCOME TRUST - Templeton Global Bond Fund Class A 8
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 8
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 8
Noble Family Wealth, LLC 8
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 8
Rainier Family Wealth Inc 8
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 8
Prudent Man Investment Management, Inc. 8
Potomac Fund Management Inc /adv 8
GEBAX - GOLDMAN SACHS TRUST - Goldman Sachs ESG Emerging Markets Equity Fund Class A Shares 8
EXITX - MANNING & NAPIER FUND, INC. - International Series Class S 8
FIAX - Tidal Trust II - Nicholas Fixed Income Alternative ETF 8
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 8
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF 8
Silvia Mccoll Wealth Management, Llc 8
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 8
Garrison Asset Management, LLC 8
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 8
Landmark Wealth Management, Inc. 8
Cim, Llc 8
HFEAX - JANUS INVESTMENT FUND - Janus Henderson European Focus Fund Class A 8
Vinland Capital Management Gestora de Recursos LTDA. 8
PRTBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Short-Term Treasury Portfolio Class I 8
Cannon Wealth Management Services, LLC 8
TEMFX - TEMPLETON FUNDS - Templeton Foreign Fund Class A 8
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 8
Midwest Heritage Bank, FSB 8
B, B, H, & B Inc. 8
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 8
Oppenheimer Equity Income Fund 8
Sonoma Private Wealth LLC 8
Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF 8
Prospect Financial Group LLC 8
SBI Okasan Asset Management Co.Ltd. 8
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 8
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 8
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 8
Bain Capital Public Equity Management Ii, Llc 8
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I 8
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 8
Salem Capital Management Inc 8
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 8
InTrack Investment Management Inc 8
Taylor Financial Group, Inc. 8
GatePass Capital, LLC 8
MMBMX - BNY MELLON FUNDS TRUST - BNY Mellon Massachusetts Intermediate Municipal Bond Fund Class M Shares 8
SageOak Financial, LLC 8
MFPAX - MFS MUNICIPAL SERIES TRUST - MFS Pennsylvania Municipal Bond Fund A 8
Vahanian & Associates Financial Planning Inc. 8
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 8
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF 8
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I 8
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 8
Wulff, Hansen & Co. 8
Arctis Global LLC 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2065 Fund Class A 8
Gyrus Investment Management Inc. 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2050 Fund Class A 8
Oak Ridge Investments Llc 8
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2060 Fund Class A 8
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares 8
TGVAX - THORNBURG INVESTMENT TRUST - Thornburg International Value Fund - Class A 8
Pratt Collard Advisory Partners LLC 8
Legacy Wealth Partners, Inc. 8
Mutual of America Variable Insurance Portfolios, Inc. - International Portfolio Class 8
Wakefield Alternative Series Trust 8
Wisconsin Capital Management Llc 8
Clarity Wealth Development LLC 8
Alpine Associates Advisors 8
AMG Funds LLC 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2045 Fund Class A 8
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 8
Soros Capital Management Llc 8
First Financial Group Corp 8
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class 8
Norman Fields, Gottscho Capital Management, LLC 8
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 8
MGEMX - Morgan Stanley Institutional Fund Inc - Emerging Markets Portfolio Class I 8
Vetamer Capital Management, L.p. 8
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 8
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A 8
BlackRock Variable Series Funds II, Inc. - BlackRock U.S. Government Bond V.I. Fund Class I 8
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 8
Ambs Investment Counsel Llc 8
Charter Research & Investment Group, Inc. 8
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 8
Bay Rivers Group 8
May Barnhard Investments LLC 8
Alchemi Wealth, LLC 8
Alpine Group Usvi, Llc 8
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 8
Sprucegrove Investment Management Ltd 8
Shira Ridge Wealth Management 8
Jnl Series Trust - Jnl/wmc Value Fund (a) 8
Stillwater Investment Management, LLC 8
Beckerman Institutional, LLC 8
Harbert Fund Advisors, Inc. 8
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 8
FIBPX - Federated Managed Pool Series - Federated International Bond Strategy Portfolio 8
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares 8
SNUG - Alpha Architect ETF Trust - Merlyn.AI Tactical Growth and Income ETF 8
WIZ - Alpha Architect ETF Trust - Merlyn.AI Bull-Rider Bear-Fighter ETF 8
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 8
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 8
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 8
Zega Financial, LLC 8
David J Yvars Group 8
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 8
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 8
Wilson, Kemp & Associates, Inc. 8
Bankers Trust Co 8
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 8
Heritage Wealth Partners, LLC 8
Strata Wealth Advisors, LLC 8
GAMDX - GOLDMAN SACHS TRUST - Goldman Sachs Local Emerging Markets Debt Fund Class A 8
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 8
DJE Kapital AG 8
Otter Creek Management Inc 8
FADVX - Frost Family of Funds - FROST VALUE EQUITY FUND Investor Class Shares 8
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 8
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8
AEMTX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Equity A 8
Virtus Total Return Fund 8
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 8
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 8
Invesco Municipal Income Opportunities Trust 8
Watershed Private Wealth Llc 8
Aim Treasurers Series Trust (invesco Treasurer's Series Trust) 8
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 8
DBK Financial Counsel, LLC 8
Brueske Advisory Services, LLC 8
MINCX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA STRATEGIC INCOME FUND Institutional Class Shares 8
Morgan Stanley Institutional Liquidity Funds 8
WIEFX - BOSTON TRUST WALDEN FUNDS - Walden International Equity Fund 8
Magellan Asset Management Ltd 8
Satuit Capital Management Trust 8
Williamson Legacy Group, LLC 8
Front Street Capital Management, Inc. 8
MOTI - VanEck Vectors ETF Trust - VanEck Vectors Morningstar International Moat ETF 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 8
R. G. Niederhoffer Capital Management Inc 8
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 8
Strategic Value Investors LP 8
Crow Point Global Dividend Plus Fund 8
PENN SERIES FUNDS INC - Emerging Markets Equity Fund 8
Verde Capital Management 8
FSVQX - World Funds Trust - Clifford Capital Focused Small Cap Value Fund Super Institutional Class 8
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I 8
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 8
Jmac Enterprises Llc 8
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 8
Rollins Financial Advisors, LLC 8
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 8
MSMBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Equity Portfolio Class II 8
Five Oceans Asset Management LTD 8
RFIMX - Ranger Funds Investment Trust - Ranger Micro Cap Fund Institutional Class 8
Nuveen High Income November 2021 Target Term Fund 8
Keystone Investors Pte Ltd 8
Salient Private Client, Llc 8
SCCR - SCHWAB STRATEGIC TRUST - Schwab Core Bond ETF 8
Emerson Investment Management, Llc 8
OWCAX - OLD WESTBURY FUNDS INC - Old Westbury California Municipal Bond Fund 8
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 8
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 8
American Assets Inc 8
Blue Jean Financial Llc 8
Yacktman Asset Management Lp 8
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 8
FJ Capital Long/Short Equity Fund 8
Midwestern Financial, LLC /IA 8
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 8
INCA Investments LLC 8
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 8
Bolton Lp 8
AMS Capital Ltda 8
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 8
Greystone Managed Investments Inc. 8
CPA Asset Management LLC 8
Montag & Caldwell, Llc 8
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 8
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 8
Mosaic Financial Partners, Inc. 8
Dreyfus Amt-free Municipal Cash Management Plus 8
AMVAX - Columbia Funds Series Trust II - Columbia Small/Mid Cap Value Fund Class A 8
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 8
General Municipal Money Market Funds Inc 8
Vector Wealth Management, Llc 8
DELAWARE VIP TRUST - Delaware VIP International Series Standard 8
Giverny Capital Inc. 8
Stonebridge Capital Management Inc 8
Telemark Asset Management, LLC 8
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 8
PFM Health Sciences, LP 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I 8
SMARX - BRANDES INVESTMENT TRUST - Brandes Separately Managed Account Reserve Trust 8
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 8
Invesco, Llc 8
Dale Q Rice Investment Management Ltd 8
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class 8
Gabelli Go Anywhere Trust 8
Somerville Kurt F 8
Blue Investment Partners LLC 8
BostonPremier Wealth LLC 8
Puzo Michael J 8
Dreyfus Amt-free New York Municipal Cash Management 8
Insight Folios Inc 8
NorthStar Asset Management LLC /NJ/ 8
Bannerman Wealth Management Group, Llc 8
Blueport Capital, L.P. 8
Hutchens Investment Management Inc 8
TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I 8
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 8
Hudson Oak Wealth Advisory LLC 8
Share Andrew L. 8
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 8
AJ Advisors, LLC 8
CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class 8
Bdf-gestion 8
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 8
Objectivity Squared, LLC 8
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 8
DORVAL Corp 8
Arthur M. Cohen & Associates, Llc 8
HT Partners LLC 8
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF 7
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 7
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 7
Platinum Management (NY) LLC 7
Pillar Financial Advisors, LLC 7
Novus Advisors, Llc 7
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 7
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 7
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 7
Sensato Investors LLC 7
Kelly Financial Group Llc 7
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 7
Purkiss Capital Advisors LLC 7
Nuveen Credit Strategies Income Fund 7
ABEMX - Aberdeen Funds - Aberdeen Emerging Markets Fund Institutional Class 7
JMKAX - John Hancock Funds II - Emerging Markets Debt Fund Class A 7
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 7
My Purposeful Wealth Corp. 7
DMKC Advisory Services, LLC 7
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A 7
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 7
Red Crane Wealth Management, Llc 7
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 7
FLTTX - WisdomTree Digital Trust - WisdomTree Floating Rate Treasury Digital Fund N/A 7
RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares 7
Portland Financial Advisors Inc 7
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 7
Seven Bridges Advisors LLC 7
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 7
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 7
SNGVX - Sit U S Government Securities Fund Inc - Sit U S Government Securities Fund Inc 7
Clg Llc 7
McAlister, Sweet & Associates, Inc. 7
Lighthouse Financial Services Inc /adv 7
Central Securities Corp 7
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II 7
Ws Management Lllp 7
BICK - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust BICK Index Fund 7
PMG Wealth Management, Inc. 7
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 7
Herr Investment Group LLC 7
FDD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust STOXX European Select Dividend Index Fund 7
Legg Mason Global Asset Management Variable Trust 7
Joel Adams & Associates, Inc. 7
VTAPX - VANGUARD MALVERN FUNDS - Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares 7
Ycg, Llc 7
Swedbank 7
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 7
ICFSX - ICON FUNDS - ICON Financial Fund Class S 7
Jnl Series Trust - Jnl/ppm America Value Equity Fund (a) 7
Carl Stuart Investment Advisor, Inc 7
Bristol Gate Capital Partners Inc. 7
Compass Financial Group, INC/SD 7
Dreyfus Government Cash Management Funds 7
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I 7
Ridgeline Wealth Planning, LLC 7
Shade Tree Advisors LLC 7
Tilson Financial Group, Inc. 7
Campbell Capital Management Inc 7
BSCE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 USD Emerging Markets Debt ETF 7
VALUX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Investor Class 7
Platinum Investment Management Ltd 7
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A 7
No Street GP LP 7
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 7
Briggs Wealth Management, Inc 7
FRDM - Alpha Architect ETF Trust - Freedom 100 Emerging Markets ETF 7
Independent Family Office, LLC 7
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 7
Bristol John W & Co Inc /ny/ 7
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 7
General American Investors Co Inc 7
Reliant Investment Partners, LLC 7
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I 7
Elm3 Financial Group, LLC 7
Arwa Llc 7
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A 7
Stralem & Co Inc 7
MCFTX - MFS MUNICIPAL SERIES TRUST - MFS California Municipal Bond Fund A 7
MUIMX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra-Short Municipal Income Portfolio Institutional Class 7
EFFIX - UNIFIED SERIES TRUST - Efficient Enhanced Multi-Asset Fund - Class I Shares 7
MFSMX - MFS MUNICIPAL SERIES TRUST - MFS Maryland Municipal Bond Fund A 7
Wendell David Associates Inc 7
AKFAX - Aberdeen Funds - Aberdeen Emerging Markets Debt Fund Class A 7
GEN Financial Management, INC. 7
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 7
HXIIX - ADVISORS' INNER CIRCLE FUND - Harvest Asian Bond Fund Institutional Shares 7
Alight Capital Management LP 7
Mainsail Financial Group, LLC 7
Five Pine Wealth Management 7
UGSDX - US GLOBAL INVESTORS FUNDS - U.S. Government Securities Ultra-Short Bond Fund 7
Harbour Wealth Management Group, Inc. 7
M Wealth Management, LLC 7
Greenberg Financial Group 7
Orca Wealth Management, LLC 7
BankPlus Wealth Management LLC 7
EMBIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Blend Portfolio Institutional Shares 7
Viewpoint Capital Management LLC 7
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund 7
INKM - SSGA Active Trust - SPDR SSGA Income Allocation ETF 7
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 7
IBMP - iSHARES TRUST - iShares iBonds Dec 2027 Term Muni Bond ETF 7
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 7
Arsenal Capital Advisors LLC 7
Archon Partners LLC 7
Capstone Wealth Management, LLC 7
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 7
First Growth Capital LLC 7
CPATX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Income Fund Class A Shares 7
TINAX - Investment Managers Series Trust II - AXS Tactical Income Fund Class A Shares 7
Lyons Wealth Management, LLC. 7
Kensington Investment Counsel, LLC 7
BLACKROCK FUNDS - iShares Short-Term TIPS Bond Index Fund Investor A 7
New York Life Investments Alternatives 7
TEZIX - MUTUAL FUND SERIES TRUST - Catalyst/Teza Algorithmic Allocation Income Fund Class I 7
Veratis Advisors, Inc. 7
SVOL - Simplify Exchange Traded Funds - Simplify Volatility Premium ETF 7
IMFD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Defensive Core Fixed Income ETF 7
Quadrature Capital LLP 7
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 7
HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional 7
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 7
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 7
Gramercy Funds Management LLC 7
Athos Capital Ltd 7
Compton Financial Group, LLC 7
Asempa Wealth Advisors 7
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 7
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 7
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class 7
Wellington Global Multi-Strategy Fund 7
Laidlaw Group, LLC 7
Wood Asset Management Inc 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 7
Jones Road Capital Management, L.p. 7
Western Asset Global Partners Income Fund Inc. 7
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 7
Hyundai Investments Co., Ltd. 7
Western Asset Managed High Income Fund Inc. 7
VCCEX - VALIC Co I - Core Equity Fund 7
Avise Financial Cooperative, Inc. 7
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 7
Master Trust 7
Exit Wealth Advisors, LLC. 7
Fullerton Advisors, LLC 7
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB 7
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 7
State Farm Mutual Automobile Insurance Co 7
ULTRA SERIES FUND - International Stock Fund Class I 7
Alua Capital Management LP 7
Long Pond Capital, LP 7
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 7
Ghisallo Capital Management LLC 7
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 7
Resolute Wealth Advisor, Inc. 7
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 7
FPA FUNDS TRUST - FPA International Value Fund 7
PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class 7
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 7
JMAEX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Securitized Debt Portfolio 7
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 7
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 7
Federated Mdt Large Cap Value Fund 7
Warner Group LLC 7
Private Wealth Strategies, L.L.C. 7
Eggemeyer John M Iii 7
Cannon Advisors, Inc. 7
Amitell Capital Pte Ltd 7
Edgewood Management Llc 7
ALM First Financial Advisors, LLC 7
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 7
Rain Capital Management, LLC 7
NORTHWESTERN MUTUAL SERIES FUND INC - Emerging Markets Equity Portfolio 7
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 7
Pelham Capital Ltd. 7
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 7
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio 7
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 7
Hixon Zuercher, LLC 7
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I 7
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 7
Castle Creek Capital Partners VI, LP 7
BLCN - Reality Shares ETF Trust - REALITY SHARES NASDAQ NEXGEN ECONOMY ETF 7
Fund Advisors of America Inc/FL 7
Hutchens Investment Management Inc 7
Herbst Group, Llc 7
CHB Investment Group, LLC 7
Canal Insurance CO 7
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I 7
TRANSAMERICA SERIES TRUST - Transamerica TS&W International Equity VP Initial 7
BlackRock ETF Trust II - BlackRock Intermediate Muni Income Bond ETF 7
GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares 7
Croft-leominster Inc 7
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 7
Rydar Equities, Inc. 7
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 7
Cogent Strategic Wealth Llc 7
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class 7
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class 7
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class 7
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 7
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 7
Delphi Financial Group, Inc. 7
Home Federal Bank Of Tennessee 7
GVAL - Cambria ETF Trust - Cambria Global Value ETF 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 7
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Comstock Contrarian Equity ETF 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Balanced Index Strategy Fund 7
JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares 7
VCMDX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Commodity Strategy Fund Admiral Shares 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP T. Rowe Price Capital Appreciation Plus Fund 7
BlackRock ETF Trust II - BlackRock High Yield ETF 7
EFFE - Harbor ETF Trust - Harbor Osmosis Emerging Markets Resource Efficient ETF 7
United States Steel & Carnegie Pension Fund 7
OneAscent Investment Solutions LLC 7
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 7
Greater Midwest Financial Group, LLC 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Fidelity Institutional Asset Management Multi-Strategy Fund 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Moderate Index Strategy Fund 7
FIRS - Tidal Trust III - FIRE Funds(TM) Wealth Builder ETF 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP DFA Multi-Strategy Fund 7
NCP Inc. 7
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF 7
Calvert Sage Fund 7
Ab Government Exchange Reserves 7
Ted Buchan & Co 7
SHTIX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Duration Inflation Protected Fund Class A2 7
Steadfast Advisors Lp 7
OPTIMAS CAPITAL Ltd 7
Old Peak Finance LLC 7
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 7
Hofer & Associates. Inc 7
Sandro Wealth Management LLC 7
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 7
Ducere Wealth Management LLC 7
Arrow Investments Trust - Arrow DWA Country Rotation ETF 7
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 7
C2C Wealth Management, LLC 7
Elliott Management Corporation 7
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 7
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II 7
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 7
VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares 7
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 7
Eschler Asset Management LLP 7
TUSI - Touchstone ETF Trust - Touchstone Ultra Short Income ETF 7
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 7
Vann Equity Management LLC 7
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 7
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares 7
Managed High Yield Plus Fund Inc 7
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 7
Vistica Wealth Advisors, LLC 7
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 7
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 7
WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares 7
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class 7
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 7
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 7
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 7
Wela Strategies, Inc. 7
PBTP - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta 0-5 Yr US TIPS ETF 7
Tannin Capital LLC 7
HM Capital Management, LLC 7
Aft, Forsyth & Sober, LLC 7
Bernicke Wealth Management, Ltd. 7
Sagace Wealth Management LLC 7
Elser Financial Planning, Inc 7
Triveni Capital Investments LP 7
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class 7
EITAX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Intermediate-Term Municipal Bond Fund Class A 7
Point Break Capital Management, LLC 7
Enzi Wealth 7
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 7
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 7
Stapp Wealth Management, Pllc 7
Nuveen Mortgage Opportunity Term Fund 7
CVMAX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Equity Fund Class A 7
Cardinal Point Wealth Management LLC 7
NorthLanding Financial Partners, LLC 7
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 7
JEMAX - JPMorgan Trust I - JPMorgan Emerging Markets Corporate Debt Fund Class A 7
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares 7
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 7
Pathlight Investors Llc 7
Bauman Advisory Group, LLC 7
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 7
WAYEX - Ultimus Managers Trust - Waycross Long/Short Equity Fund 7
Macro Advisors, Inc. 7
David Kennon Inc 7
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class 7
IMNAX - TRANSAMERICA FUNDS - Transamerica Global Equity A 7
Timmons Wealth Management, LLC 7
Summit Capital Management Llc 7
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 7
CPR Investments Inc. 7
Investment Security Group Inc /co/ /adv 7
Fire Capital Management LLC 7
HEDJ - WisdomTree Trust - WisdomTree Europe Hedged Equity Fund N/A 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Inflation Managed Fund Class I 7
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 7
TRH Financial, LLC 7
Cairn Investment Group, Inc. 7
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 7
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 7
VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio 7
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares 7
Lumina Fund Management LLC 7
Southern Farm Bureau Life Insurance 7
Cash Trust Series Inc 7
First Trust Enhanced Equity Income Fund 7
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 7
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF 7
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 7
Yale University 7
Foresight Global Investors, Inc. 7
Boston Mountain Money Management Inc 7
Bardin Hill Management Partners Lp 7
Two Creeks Capital Management, LP 7
Nokomis Capital, L.L.C. 7
Navigate Wealth Management, LLC 7
MLIMX - BNY MELLON FUNDS TRUST - BNY Mellon International Equity Income Fund Class M 7
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 7
ABVAX - AB TRUST - AB Value Fund Class A 7
FASYX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Conservative Income Municipal Bond Fund 7
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 7
FVC - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Dynamic Focus 5 ETF 7
Atika Capital Management LLC 7
FOCIX - FAIRHOLME FUNDS INC - The Fairholme Focused Income Fund 7
Alpha Quant Advisors, Llc 7
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 7
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF 7
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 7
QFR Capital Management, L.P. 7
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF 7
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 7
MAFIX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class I Shares 7
TCW ETF Trust - TCW Multisector Credit Income ETF 7
Franklin Templeton ETF Trust - Franklin Liberty International Opportunities ETF 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I 7
Glenhill Advisors Llc 7
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Mozaic Multi-Asset Fund Class II 7
PZVEX - ADVISORS SERIES TRUST - Pzena Emerging Markets Value Fund Investor Class 7
APDOX - ARTISAN PARTNERS FUNDS INC - Artisan Emerging Markets Debt Opportunities Fund Advisor Shares 7
Eaton Vance Municipal Bond Fund 7
Hyperion Partners, LLC 7
VAVAX - VALIC Co I - Value Fund 7
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund 7
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 7
Franklin Ltd Duration Income Trust 7
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 7
Tmd & Associates, Inc 7
Capital Developers, LLC 7
Jackson Park Capital, Llc 7
EQ ADVISORS TRUST - 1290 VT Low Volatility Global Equity Portfolio Class IB 7
Smead Capital Management, Inc. 7
GEMHX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity ex. China Fund Class A Shares 7
MIG Capital, LLC 7
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 7
Hall Private Wealth Advisors 7
Timelo Investment Management Inc. 7
John Hancock Current Interest 7
Doubleline Income Solutions Fund 7
Covalent Partners LLC 7
Hart & Patterson Financial Group Llc 7
QWVQX - CLEARWATER INVESTMENT TRUST - Clearwater Tax-Exempt Bond Fund 7
WJ Interests, LLC 7
Bmt Investment Advisors 7
Processus Wealth & Capital Management, LLC 7
Friess Associates Llc 7
FCTFX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Municipal Income Fund 7
Wall Street Associates 7
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 7
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 7
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares 7
PNYIX - PIMCO FUNDS - PIMCO New York Municipal Bond Fund Institutional 7
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 7
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 7
PXAIX - PIMCO FUNDS - PIMCO Multi-Strategy Alternative Fund Institutional 7
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 7
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I 7
CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald International Equity Fund Institutional Class 7
PACIFIC SELECT FUND - International Large-Cap Portfolio Class I 7
DeepCurrents Investment Group LLC 7
Good Harbor Financial, LLC 7
Atlantic Family Wealth, Llc 7
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 7
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 7
Cyrus Capital Partners, L.p. 7
Capital Investment Management, Inc. 7
Highmount Capital, LLC 7
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 7
Mullooly Asset Management, Inc. 7
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 7
Corvex Management LP 7
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 7
Summit Place Financial Advisors, LLC 7
SIMA Wealth Partners, LLC 7
Burford Brothers, Inc. 7
AMFQX - Investment Managers Series Trust - 361 Managed Futures Strategy Fund Investor Class 7
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 7
Bennett Associates Wealth Management 7
SilverOak Wealth Management LLC 7
Kellett Schaffner Wealth Advisors LLC 7
Connecticut Capital Management Group, LLC 7
RMIAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Moderate Investor Shares 7
Keyes, Stange & Wooten Wealth Management, LLC 7
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 7
Inspire Trust Co, N.a. 7
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 7
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 7
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 7
Telemus Investment Management, LLC 7
Cazenove Capital Management Ltd 7
Seamount Financial Group Inc 7
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 7
Marathon Capital Management 7
IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A 7
Grisanti Capital Management LLC 7
Putnam Fund For Growth & Income 7
Center for Wealth Management Advisory 7
Campbell Deegan Wealth Management, LLC 7
Blackrock Cori Funds 7
JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I 7
Winslow Asset Management Inc 7
ESDIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Select Fund Institutional Class 7
MSIQX - Morgan Stanley Institutional Fund Inc - International Equity Portfolio Class I 7
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 7
NEMDX - Nuveen Managed Accounts Portfolios Trust - Nuveen Emerging Markets Debt Managed Accounts Portfolio Common Shares 7
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 7
CMG Global Holdings, LLC 7
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A 7
Highland Global Allocation Fund 7
Templeton Emerging Markets Income Fund 7
Hawkins Capital L.P. 7
VLCCX - VALIC Co I - Large Cap Core Fund 7
S Harris Financial Group, LLC 7
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 7
HSOVX - HARBOR FUNDS - Harbor Small Cap Value Opportunities Fund Institutional Class 7
Alpha Omega Group, Inc. 7
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 7
DWAW - AdvisorShares Trust - AdvisorShares Dorsey Wright FSM All Cap World ETF 7
MSCFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Small Cap Fund 7
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 7
Edmond De Rothschild (monaco) 7
EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A 7
JMCRX - James Advantage Funds - James Micro Cap Fund 7
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 7
HIAVX - Hartford Series Fund Inc - Hartford Value Hls Fund Ia 7
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 7
Hrc Wealth Management, Llc 7
Ndwm Llc 7
Hc Financial Advisors, Inc. 7
Anthracite Investment Company, Inc. 7
Wechter Feldman Wealth Management, Inc. 7
Farrow Financial Inc. 7
SMIFX - VALUED ADVISERS TRUST - Sound Mind Investing Fund 7
WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A 7
Rubric Capital Management LP 7
Wealth Group Ltd 7
Partnership Wealth Management, LLC 7
Clarity Wealth Advisors, LLC 7
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 7
Two Roads Shared Trust - Hypatia Women CEO ETF 7
Asset Planning Services Inc /la/ /adv 7
Barton Investment Management 7
Rpo Llc 7
Patrick M Sweeney & Associates, Inc 7
Solutions 4 Wealth, Ltd 7
Ratio Wealth Group 7
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 7
Capitol Family Office, Inc. 7
PACIFIC SELECT FUND - International Growth Portfolio Class P 7
ILF - iSHARES TRUST - iShares Latin America 40 ETF 7
Blockhouse Capital Management Lp 7
Opinicus Capital, Inc. 7
Hapanowicz & Associates Financial Services, Inc 7
MayTech Global Investments, LLC 7
Wynn Capital, LLC 7
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 7
Sentry LLC 7
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I 7
Bell & Brown Wealth Advisors, Llc 7
Northstar Capital Management Llc 7
Cedar Point Capital Partners, LLC 7
TFADX - Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class A 7
RCGE - EA Series Trust - RockCreek Global Equality ETF 7
Aperture Investors, LLC 7
Granville Capital, Inc. 7
Unio Capital LLC 7
EMIPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Breakout Nations Portfolio Class I 7
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 7
FRG Family Wealth Advisors LLC 7
Independence Financial Advisors, LLC 7
SCP Investment, LP 7
Sherrill & Hutchins Financial Advisory, Inc 7
Towneley Capital Management, Inc / DE 7
Biegel & Waller Llc 7
Physician Wealth Solutions Inc. 7
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 7
Spartan Fund Management Inc. 7
OFS Enterprise LLC 7
Guerra Pan Advisors, Llc 7
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 7
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 7
Genoa Capital Gestora de Recursos Ltda. 7
Compass Group Llc 7
TWOEX - TCW FUNDS INC - TCW White Oak Emerging Markets Equity Fund Class I 7
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 7
Howard Capital Management Group, LLC 7
Aspen Capital Management, LLC 7
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 7
Coco Enterprises, LLC 7
Soapstone Management L.p. 7
Westchester Capital Management, Inc. 7
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 7
FTSAX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares 7
Pacific View Asset Management, Llc 7
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 7
Ironvine Capital Partners, LLC 7
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 7
Cladis Investment Advisory, LLC 7
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 7
Alley Investment Management Company, LLC 7
CastleArk Alternatives, LLC 7
Clearshares LLC 7
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 7
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 7
MMIN - IndexIQ Active ETF Trust - IQ MacKay Municipal Insured ETF 7
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 7
TradeWell Securities, LLC. 7
Acuitas Investments, LLC 7
Joseph R. Weiss, Llc 7
Amplify Investments, Llc 7
Cvi Holdings, Llc 7
Lakeshore Financial Planning, Inc. 7
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 7
BMBIX - BAIRD FUNDS INC - Baird Quality Intermediate Municipal Bond Fund Institutional 7
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 7
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class 7
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 7
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 7
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 7
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 7
MY Wealth Management Inc. 7
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 7
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 7
FMF - FIRST TRUST EXCHANGE-TRADED FUND V - First Trust Managed Futures Strategy Fund 7
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 7
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 7
Patriot Financial Partners Iii, L.p. 7
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 7
FTGC - FIRST TRUST EXCHANGE-TRADED FUND VII - First Trust Global Tactical Commodity Strategy Fund 7
TWMIX - American Century World Mutual Funds Inc - Emerging Markets Fund Investor Class 7
MACRO Consulting Group 7
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 7
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 7
Questar Asset Management, Inc. 7
JIEIX - abrdn Funds - abrdn International Sustainable Leaders Fund Institutional Class 7
Sage Financial Management Group, Inc. 7
CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A 7
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class 7
CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 7
Efg Capital International Corp. 7
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 7
Searcy Financial Services Inc /adv 7
MA Private Wealth 7
SPRNX - Advisors' Inner Circle Fund II - Sprucegrove International Equity Master Fund 7
WELLS FARGO VARIABLE TRUST - Wells Fargo VT International Equity Fund Class 2 7
MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A 7
Centerstone Investors, LLC 7
Premier Private Wealth Management LLC 7
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 7
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 7
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 7
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 7
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 7
Pimco Municipal Income Fund 7
Brigade Capital Management, Lp 7
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF 7
NUPAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman U.S. Equity Index PutWrite Strategy Fund Class A 7
BancFirst Trust & Investment Management 7
Gts Financial, Llc 7
MFUL - Collaborative Investment Series Trust - Mindful Conservative ETF 7
FPNIX - FPA FUNDS TRUST - FPA New Income Fund 7
BMQIX - BAIRD FUNDS INC - Baird Municipal Bond Fund Institutional 7
NUBAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Unconstrained Bond Fund Class A 7
St. Louis Financial Planners Asset Management, LLC 7
Mfs Institutional Money Market Portfolio, A Series Of The Mfs Series Trust Xiv 7
Brighthouse Funds Trust I - Western Asset Management Government Income Portfolio Class B 7
Banyan Capital Management, Inc. 7
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund 7
Eads & Heald Wealth Management 7
Fort Pitt Capital Group Inc 7
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Diversified Fixed Income Portfolio Institutional Class 7
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 7
TGESX - TEMPLETON INSTITUTIONAL FUNDS - Global Equity Series Advisor Class 7
Blackrock Income Trust, Inc. 7
Moneda S.A. Administradora General de Fondos 7
Putnam High Yield Trust 7
BBIP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. TIPS 0-5 Year ETF 7
First Trust/aberdeen Emerging Opportunity Fund 7
SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1 7
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 7
Resource Consulting Group Inc 7
ROPE - EA Series Trust - Coastal Compass 100 ETF 7
Herzfeld Caribbean Basin Fund Inc 7
BLACKROCK MULTI STATE MUNICIPAL SERIES TRUST - BlackRock New York Municipal Opportunities Fund Investor A1 7
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 7
QLVE - FlexShares Trust - FlexShares Emerging Markets Quality Low Volatility Index Fund 7
Breakthru Advisory Services, Llc 7
Nuveen Global Equity Income Fund 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 7
Longer Investments Inc. 7
River & Mercantile Llc 7
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 7
Lau Associates Llc 7
FSTZX - FIDELITY SALEM STREET TRUST - Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund 7
TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A 7
Dickmeyer Boyce Financial Management, Inc. 7
IFC Advisors LLC 7
Cincinnati Specialty Underwriters Insurance CO 7
Stolper Co 7
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 7
Texas Bank & Trust Co 7
Blackrock Floating Rate Income Strategies Fund, Inc. 7
Juno Financial Group LLC 7
Closed-End Fund Advisors, Inc. 7
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 7
HITYX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Securitized Income Fund Class Y 7
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund 7
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 7
Yarbrough Capital, LLC 7
New Perspectives, Inc 7
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 7
BSBE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 USD Emerging Markets Debt ETF 7
Bolthouse Investments, LLC 7
HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES 7
Train Babcock Advisors Llc 7
Magee Thomson Investment Partners Llc 7
Carl Domino Inc 7
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A 7
Cornerstone Select Advisors, LLC 7
Collar Capital Management, LLC 7
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 7
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 7
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 7
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 7
CGMFX - CGM TRUST - CGM Focus Fund 7
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 7
LLDHQ - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Limited Duration Bond Fund 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs High Quality Floating Rate Fund Service 7
Master's Wealth Management Inc. 7
Midwest Investment Management Llc 7
Hyperion Capital Advisors LP 7
Holcombe Financial, Inc. 7
Boit C F David 7
SRCMX - PRINCIPAL FUNDS INC - California Municipal Fund Class A 7
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 7
Royal Capital Wealth Management, LLC 7
Templeton & Phillips Capital Management, LLC 7
Legacy Wealth Planning, LLC 7
WLTH - NORTHERN LIGHTS FUND TRUST II - LifeGoal Wealth Builder ETF 7
Klk Capital Management Llc 7
Matterhorn Capital Management, LLC 7
Madison Strategic Sector Premium Fund 7
GMSAX - GOLDMAN SACHS TRUST - Goldman Sachs Managed Futures Strategy Fund Class A 7
Certior Financial Group, Llc 7
Capital Advisor Network LLC 7
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 7
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 7
SJIM - Northern Lights Fund Trust IV - Inverse Cramer Tracker ETF 7
JGVAX - JANUS INVESTMENT FUND - Janus Henderson Global Value Fund Class T 7
Cohen Investment Advisors LLC 7
Brickley Wealth Management 7
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 7
Limestone Value Partners, LLC 7
Flow State Investments, L.P. 7
ZCAN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Canada ETF 7
Taylor Frigon Capital Management LLC 7
Wooster Corthell Wealth Management, Inc. 7
Concourse Capital Management, LLC 7
JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T 7
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 7
HEMAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Fund Class A 7
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 7
Stillwater Private Wealth, LLC 7
AADAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Growth Allocation Fund Class A 7
Brown Financial Advisory 7
HFOAX - JANUS INVESTMENT FUND - Janus Henderson International Opportunities Fund Class A 7
Potentia Wealth 7
Alecta Pensionsforsakring, Omsesidigt 7
CMAIX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Conservative Allocation Fund CLASS R5 7
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2030 Fund Class A 7
New Century Investment Management, Inc 7
Howard Capital Management 7
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 7
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 7
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 7
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 7
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2040 Fund Class A 7
Northern Capital Management, Inc. 7
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A 7
TLMAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Municipal Fund Class A 7
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 7
Tejara Capital Ltd 7
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 7
Putnam Funds Trust - Putnam Emerging Markets Equity Fund Class A 7
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 7
HTG Investment Advisors, Inc. 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2035 Fund Class A 7
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 7
Van Cleef Asset Management,Inc 7
Disciplined Equity Management, Inc. 7
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 7
Lawson Kroeker Investment Management Inc/ne 7
NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares 7
Privium Fund Management (UK) Ltd 7
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I 7
Solano Wealth Management, Inc. 7
Terra Nova Asset Management LLC 7
Humankind Investments LLC 7
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 7
MSFO - Tidal Trust II - YieldMax MSFT Option Income Strategy ETF 6
XOMO - Tidal Trust II - YieldMax XOM Option Income Strategy ETF 6
PYPY - Tidal Trust II - YieldMax PYPL Option Income Strategy ETF 6
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF 6
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 6
Context Capital Management, LLC 6
Minneapolis Portfolio Management Group, LLC 6
Franklin, Parlapiano, Turner & Welch, LLC 6
Santa Monica Partners Lp 6
MWA Asset Management 6
Timpani Capital Management LLC 6
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 6
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 6
AVGV - AMERICAN CENTURY ETF TRUST - Avantis All Equity Markets Value ETF 6
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 6
Cobblestone Asset Management LLC 6
Cowen Prime Advisors LLC 6
Custos Family Office, LLC 6
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I 6
TL Private Wealth 6
GOOY - Tidal Trust II - YieldMax GOOGL Option Income Strategy ETF 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 6
NVDY - Tidal Trust II - YieldMax NVDA Option Income Strategy ETF 6
FBY - Tidal Trust II - YieldMax META Option Income Strategy ETF 6
AMZY - Tidal Trust II - YieldMax AMZN Option Income Strategy ETF 6
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 6
FAMKX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Markets Fund Class A 6
GRRIX - SARATOGA ADVANTAGE TRUST - James Alpha Macro Portfolio Class I Shares 6
Kondo Wealth Advisors, Inc. 6
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 6
FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund 6
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund 6
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 6
S&G Foundation 6
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y 6
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I 6
Selby Wealth Management, LLC 6
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II 6
Bull Street Advisors, LLC 6
Enhancing Capital LLC 6
Porter White Investment Advisors, Inc. 6
Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio 6
Tahithromos, L.L.C. 6
DCRE - DoubleLine ETF Trust - DoubleLine Commercial Real Estate ETF 6
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund 6
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 6
Julex Capital Management, Llc 6
FRORX - Franklin Tax Free Trust - Franklin Oregon Tax-free Income Fund Class A1 6
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 6
Multi-strategy Growth & Income Fund 6
Investment Partners Asset Management, Inc. 6
Mizuho Markets Cayman LP 6
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 6
EMSQX - SCM Trust - Shelton Emerging Markets Fund Institutional Shares 6
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 6
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class 6
BILDX - DoubleLine Funds Trust - DoubleLine Infrastructure Income Fund Class I 6
GMUN - Goldman Sachs ETF Trust - Goldman Sachs Community Municipal Bond ETF 6
Blackrock Muniholdings Investment Quality Fund 6
Blackrock Municipal Income Investment Quality Trust 6
Midway Capital Research & Management 6
FUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Floating Income ETF 6
Altiora Financial Group, LLC 6
Prairie Sky Financial Group LLC 6
APLY - Tidal Trust II - YieldMax AAPL Option Income Strategy ETF 6
CLERX - ADVISORONE FUNDS - CLS Growth and Income Fund Class N 6
Nuveen Short Duration Credit Opportunities Fund 6
NMTRX - Nuveen Managed Accounts Portfolios Trust - Municipal Total Return Managed Accounts Portfolio Common Shares 6
Asset Management Advisors, LLC 6
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class 6
EALBX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS 1-to-10 Year Laddered Municipal Bond Fund Class A 6
Putnam Investors Fund 6
WTSTX - WisdomTree Digital Trust - WisdomTree 7-10 Year Treasury Digital Fund N/A 6
Eaton Vance Municipal Income 2028 Term Trust 6
Prudential Government Money Market Fund, Inc. 6
Blackrock Municipal Income Investment Trust 6
Full Value Advisors LLC 6
MFWVX - MFS MUNICIPAL SERIES TRUST - MFS West Virginia Municipal Bond Fund A 6
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 6
Blackrock Muniyield Quality Fund Iii, Inc. 6
GMEZX - GuideStone Funds - Impact Equity Fund Investor 6
CLSAX - ADVISORONE FUNDS - CLS Global Diversified Equity Fund Class N 6
Alamea Verwaltungs GmbH 6
Blackrock Muniyield Investment Quality Fund 6
Integrity Wealth Partners, LLC 6
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 6
Sensible Financial Planning & Management, LLC. 6
Source Capital Inc /de/ 6
Dividend Builder Portfolio 6
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 6
CALFX - CUTLER TRUST - Cutler Fixed Income Fund 6
Parsonex Advisory Services, Inc. 6
Miura Global Management, LLC 6
Griffin Institutional Access Credit Fund 6
ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio 6
Members Capital Advisors Inc 6
Pinnacle West Asset Management, Inc. 6
BTCR - Volt ETF Trust - Volt Crypto Industry Revolution and Tech ETF 6
Burkett Asset Management Ltd 6
Nuveen High Income December 2018 Target Term Fund 6
Directional Asset Management 6
FFRSX - FEDERATED INCOME SECURITIES TRUST - Federated Floating Rate Strategic Income Fund Institutional Shares 6
Soundmark Wealth Management, Llc 6
NexWave Capital Partners LLC 6
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I 6
JHL Capital Group LLC 6
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 6
Hays Advisory Llc 6
Tilt Investment Management Holdings, PBC 6
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 6
Oppenheimer Main Street Mid Cap Fund 6
Dsm Capital Partners Llc 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 6
TSLY - Tidal Trust II - YieldMax TSLA Option Income Strategy ETF 6
OARK - Tidal Trust II - YieldMax Innovation Option Income Strategy ETF 6
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 6
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Inflation-Protected Securities Portfolio - Institutional Class 6
Ssa Swiss Advisors Ag 6
EMFIX - Ashmore Funds - Ashmore Emerging Markets Equity Fund INSTITUTIONAL CLASS 6
Socha Financial Group, LLC 6
DFSMX - Dfa Investment Dimensions Group Inc - Dfa Short-term Municipal Bond Portfolio 6
Integrity Investment Advisors, LLC 6
Putnam Europe Equity Fund 6
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 6
ALGAX - ALGER FUNDS - Alger International Focus Fund Class A 6
Samson Rock Capital LLP 6
First Trust Dynamic Europe Equity Income Fund 6
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 6
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y 6
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 6
MSDMX - MORGAN STANLEY INSTITUTIONAL FUND INC - Sustainable Emerging Markets Portfolio Class R6 6
Toews Corp /adv 6
Pimco New York Municipal Income Fund Ii 6
Taylor Asset Management Inc 6
Signet Private Wealth LLC 6
Pimco New York Municipal Income Fund 6
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 6
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 6
Sterling Group Wealth Management, LLC 6
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 6
Talbot Financial, LLC 6
Treybourne Wealth Planners, Inc. 6
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 6
Uptown Financial Advisors LLC 6
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 6
APG Asset Management US Inc. 6
Berry Group, Llc 6
DB&C Advisors, LLC 6
Sovereign Investment Advisors, LLC 6
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 6
Wiser Wealth Management, Inc 6
DFA INVESTMENT DIMENSIONS GROUP INC - VIT Inflation-Protected Securities Portfolio Institutional Class 6
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Overseas Core Fund Class 3 6
Oak Hill Wealth Advisors, Llc 6
Royce Global Value Trust, Inc. 6
Yukon Wealth Management, Inc. 6
Irving Magee Investment Management 6
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 6
Varde Management, L.P. 6
Liberty All Star Growth Fund Inc. 6
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 6
ZEMRX - AMERICAN BEACON FUNDS - American Beacon Ninety One Emerging Markets Equity Fund R6 Class 6
TPLS - Thornburg ETF Trust - Thornburg Core Plus Bond ETF 6
Voss Capital, LLC 6
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 6
Cannon Global Investment Management, LLC 6
FBUIX - FIDELITY SALEM STREET TRUST - Fidelity Flex Inflation-Protected Bond Index Fund 6
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 6
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 6
Hicks Capital Management Llc 6
FSIPX - FIDELITY SALEM STREET TRUST - Fidelity Series Inflation-Protected Bond Index Fund 6
MFSB - MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF 6
Aspetuck Financial Management LLC 6
XNAV - FundX Investment Trust - FundX Aggressive ETF 6
Clifford Group, LLC 6
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A 6
Oppenheimer Emerging Markets Local Debt Fund 6
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 6
McGinn Investment Management, Inc. 6
AAHMX - Aberdeen Funds - Aberdeen Short Duration High Yield Municipal Fund (formerly Aberdeen High Yield Managed Duration Municipal Fund) Class A 6
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 6
Fidelity Revere Street Trust 6
MML SERIES INVESTMENT FUND - MML Global Fund Class I 6
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 6
Deutsche Strategic Income Trust 6
Sfm, Llc 6
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 6
FNYTX - Franklin New York Tax Free Income Fund - Franklin New York Tax-free Income Fund Class A1 6
Cincinnati Financial Corp 6
Deutsche Multi-market Income Trust 6
Forge First Asset Management Inc. 6
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 6
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 6
BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 6
Regimen Wealth, Llc 6
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares 6
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 6
Epacria Capital Partners, Llc 6
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 6
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 6
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 6
Platform Wealth Management, LLC 6
Vancity Investment Management Ltd 6
GIGAX - Aberdeen Funds - Aberdeen International Equity Fund Class A 6
Titan Global Capital Management Usa Llc 6
Oppenheimer Rising Dividends Fund 6
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 6
Kirkoswald Asset Management LLC 6
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 6
Crocodile Capital Partners GmbH 6
Nuveen Municipal Value Fund Inc 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 6
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 6
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 6
Oppenheimer Master International Value Fund, Llc 6
VARIABLE INSURANCE PRODUCTS FUND II - Emerging Markets Portfolio Initial Class 6
Eaton Vance Tax-managed Diversified Equity Income Fund 6
AFS Financial Group, LLC 6
Worthington Financial Partners, LLC 6
TIHCX - TRANSAMERICA FUNDS - Transamerica International Value Class I2 6
Capital Squared Financial LLC 6
FHQFX - FIDELITY HEREFORD STREET TRUST - Fidelity Series Treasury Bill Index Fund 6
Blackrock Financial Institutions Series Trust 6
FFDI - FIDELITY COVINGTON TRUST - Fidelity Fundamental Developed International ETF 6
Blackrock Municipal Income Trust 6
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 6
Havens Advisors Llc 6
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I 6
ESUM - Strategy Shares - Eventide US Market ETF 6
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 6
EFFI - Harbor ETF Trust - Harbor Osmosis International Resource Efficient ETF 6
Blackrock Muniyield Fund, Inc. 6
HLXCX - HARDING LOEVNER FUNDS INC - Emerging Markets ex China Portfolio Institutional Class 6
Blackrock Investment Quality Municipal Trust Inc. 6
Elevation Series Trust - The Opal International Dividend Income ETF 6
LDRI - iSHARES TRUST - iShares iBonds 1-5 Year TIPS Ladder ETF 6
LDRT - iSHARES TRUST - iShares iBonds 1-5 Year Treasury Ladder ETF 6
LDRH - iSHARES TRUST - iShares iBonds 1-5 Year High Yield and Income Ladder ETF 6
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 6
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 6
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 6
Aspireon Wealth Advisors 6
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 6
Nichols Asset Management LLC 6
Kkr Income Opportunities Fund 6
Walsky Investment Management, Inc. 6
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 6
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 6
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 6
Roan Capital Partners 6
Troluce Capital Advisors LLC 6
Swift Run Capital Management, LLC 6
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares 6
Rench Wealth Management, Inc. 6
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 6
RTAI - Collaborative Investment Series Trust - RAREVIEW TAX ADVANTAGED INCOME ETF 6
UTWO - RBB FUND, INC. - US Treasury 2 Year Note ETF 6
UTEN - RBB FUND, INC. - US Treasury 10 Year Note ETF 6
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 6
Eaton Vance High Income 2021 Target Term Trust 6
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 6
CGBAX - City National Rochdale Funds - City National Rochdale Government Bond Fund - Class N 6
Oppenheimer Discovery Fund 6
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 6
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF 6
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 6
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A 6
Alamar Capital Management, LLC 6
WTSDX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Smid Cap Value Dividend Fund -Retail Class 6
Geier Asset Management, Inc. 6
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I 6
NewCorp Financial Services, Inc. 6
BDAQX - BMO FUNDS, INC. - BMO Disciplined International Equity Fund Class A 6
Aureum Wealth Management, LLC 6
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 6
Eurizon SLJ Capital Ltd 6
Fidelity Colchester Street Trust 6
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 6
Appleton Group, Llc 6
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 6
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 6
Master Money Llc 6
Marks Wealth, LLC 6
Usca All Terrain Fund 6
Bbif Money Fund 6
Bif Money Fund 6
FITAX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Income Fund Class A 6
Rollins Financial 6
PKO Investment Management Joint-Stock Co 6
Psg Capital Management Trust 6
IF Advisors, LLC 6
Pacholder High Yield Fund Inc 6
Prudential Variable Contract Account 11 6
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 6
WWTCX - WELLS FARGO FUNDS TRUST - Wells Fargo Wisconsin Tax-Free Fund Class C 6
M3 Wealth Management, LLC 6
CBMAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Mid Cap Value Fund Class A 6
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 6
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND 6
Ttp Investments, Inc. 6
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 6
EIINX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Opportunities Fund Class R6 6
FXED - Tidal ETF Trust - Sound Enhanced Fixed Income ETF 6
FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund 6
FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M 6
FIRST TRUST EXCHANGE-TRADED FUND IV - (AW-NOT OFFERED) First Trust High Income Strategic Focus ETF 6
FHCOX - Federated Hermes Adviser Series - Federated Hermes Conservative Microshort Fund Institutional Shares 6
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares 6
Marathon Asset Mgmt Ltd 6
Green Ridge Wealth Planning LLC 6
Campion Asset Management LLC 6
Alleghany Corp /de 6
Eii Capital Management, Inc. 6
Wilkinson Global Asset Management LLC 6
New Age Alpha Trust - AVDR US LargeCap Leading ETF 6
New Age Alpha Trust - AVDR US LargeCap ESG ETF 6
Aristotle Atlantic Partners, Llc 6
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 6
Kingsbury Capital Investment Advisors LLC 6
Forefront Wealth Management Inc. 6
Life Cycle Investment Partners Ltd 6
Fourth Sail Capital LP 6
Sofi Wealth, Llc 6
SS&H Financial Advisors, Inc. 6
SJA Financial Advisory, LLC 6
KADENSA CAPITAL Ltd 6
Lanham O'Dell & Company, Inc. 6
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 6
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 6
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 6
Lowery Thomas, Llc 6
Sage Investment Advisers LLC 6
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Fund CLASS P 6
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 6
Antara Capital LP 6
KDRN - ETF Opportunities Trust - Kingsbarn Tactical Bond ETF 6
Wilian Securities, LLC 6
Tikehau Investment Management 6
USMDX - Columbia Funds Series Trust II - Columbia Ultra Short Municipal Bond Fund Advisor Class 6
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 6
BMVSX - BAIRD FUNDS INC - Baird Small/Mid Cap Value Fund Investor Class 6
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 6
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 6
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 6
Kennicott Capital Management Llc 6
Richelieu Gestion PLC 6
DHK Financial Advisors, Inc. 6
Sunesis Advisors, LLC 6
Boothe Investment Group, Inc. 6
Clientfirst Wealth Management, LLC 6
Grosvenor Holdings, L.l.c. 6
EARRX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Short Duration Inflation-Protected Income Fund Class A 6
3G Capital Partners LP 6
Taikang Asset Management (Hong Kong) Co Ltd 6
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 6
Titan Capital Management, LLC /CA 6
VERITY Wealth Advisors 6
BlackRock Private Investments Fund 6
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 6
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 6
Cambridge Associates Llc /ma/ /adv 6
Mcdonald Capital Investors Inc/ca 6
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 6
Wealthsimple Inc. 6
Lakeside Advisors, INC. 6
Equity Investment Corp/ga 6
Bronte Capital Management Pty Ltd. 6
Chapman Investment Management, LLC 6
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 6
Black River Asset Management LLC 6
Kane Co Wealth Management, Inc. 6
Compass Capital Management, Inc 6
Phraction Management LLC 6
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 6
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A 6
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 6
BITEX - Brown Advisory Funds - Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares 6
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 6
Weybosset Research & Management Llc 6
AMG Asset Management Group, Inc. 6
Challenger Wealth Management 6
Putney Financial Group LLC 6
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 6
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 6
Wealth Advisors, Inc. 6
Provident Trust Co 6
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 6
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF 6
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 6
USCCX - USAA MUTUAL FUNDS TRUST - Cornerstone Conservative Fund 6
Retirement Planning Group, Llc / Ny 6
RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6 6
Tactical Allocation Group LLC 6
Rayburn West Financial Services LLC 6
Davidson Kahn Capital Management, LLC 6
Trustco Bank Corp N Y 6
TFIAX - TIMOTHY PLAN - Timothy Fixed Income Fund Class A 6
Sand Grove Capital Management LLP 6
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 6
Cache Advisors, LLC 6
AIHAX - Horizon Funds - Horizon Active Income Fund Advisor Class 6
RELAX - FundX Investment Trust - FundX Conservative Upgrader Fund 6
Sterling Investment Management, Inc. 6
FengHe Fund Management Pte. Ltd. 6
Mount Vernon Associates Inc /md/ 6
HMXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Premium Opportunity Fund Class A 6
Cura Wealth Advisors, Llc 6
Reik & Co., Llc 6
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF 6
Keyvantage Wealth, Llc 6
Cigogne Management Sa 6
Thornburg Income Builder Opportunities Trust 6
Taurus Asset Management, Llc 6
Lonestar Capital Management LLC 6
Jasper Ridge Partners, L.P. 6
HOM - NORTHERN LIGHTS FUND TRUST II - LifeGoal Home Down Payment Investment ETF 6
Messner & Smith Theme Value Investment Management Ltd /ca/ 6
Greenhaven Associates Inc 6
Madison Scottsdale, LC 6
Boyar Asset Management Inc. 6
KDK Private Wealth Management, LLC 6
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I 6
Generation Capital Management LLC 6
Highlander Partners, L.P. 6
Tandem Investment Partners LLC 6
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 6
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 6
HHDTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INTERNATIONAL FUND INSTITUTIONAL CLASS SHARES 6
Adelphi Trust Co 6
Martin Worley Group 6
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 6
Winslow Capital Management, LLC 6
Icm Asset Management Inc/wa 6
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 6
Climber Capital SA 6
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares 6
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 6
NBZ Investment Advisors LLC 6
GFIN - Goldman Sachs ETF Trust - Goldman Sachs Motif Finance Reimagined ETF 6
AMMAX - Allianz Funds Multi-Strategy Trust - AllianzGI Emerging Markets Consumer Fund Class A 6
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 6
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 6
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 6
Stevard, LLC 6
Diesslin Group, Inc. 6
Boulegeris Investments, Inc. 6
Jacobs & Co/ca 6
Oaktree Fund Advisors, LLC 6
PFCFX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Class A 6
Saiph Capital, LLC 6
Kennondale Capital Management LLC 6
ShankerValleau Wealth Advisors, Inc. 6
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A 6
Moon Capital Management, LLC 6
Briggs Advisory Group, Inc. 6
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 6
Twele Capital Management, Inc. 6
Buttonwood Financial Advisors Inc. 6
PUTNAM FUNDS TRUST - Putnam Intermediate-Term Municipal Income Fund CLASS Y 6
BDFS Capital LLC 6
VAMGX - VALIC Co II - Mid Cap Growth Fund 6
HMV Wealth Advisors, LLC 6
Thompson Rubinstein Investment Management Inc /or/ 6
Vickerman Investment Advisors, Inc. 6
Motive Wealth Advisors 6
F&V Capital Management, LLC 6
Cacti Asset Management Llc 6
Charles Carroll Financial Partners, LLC 6
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 6
K2 Financial Inc. 6
VPR Management LLC 6
Fidgeon Timothy F 6
Taylor & Morgan Wealth Management, LLC 6
COSAX - Columbia Funds Series Trust II - Columbia Overseas Core Fund Class A 6
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 6
Generali Investments Towarzystwo Funduszy Inwestycyjnych 6
Hikari Tsushin, Inc. 6
BDKAX - Investment Managers Series Trust - Braddock Multi-Strategy Income Fund Class A Shares 6
Guardian Financial Partners, LLC 6
New England Professional Planning Group Inc. 6
CTC Capital Management, LLC 6
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 6
Bromfield Sneider Wealth Advisors 6
Weinberger Asset Management, Inc 6
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 6
First Houston Capital, Inc. 6
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 6
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 6
Birch Capital Management, LLC 6
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 6
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 6
OakTrust Wealth Advisors, LLC 6
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 6
Progeny 3, Inc. 6
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 6
Regents Of The University Of California 6
PUREfi Wealth, LLC 6
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 6
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 6
ACSI - ETF Series Solutions - American Customer Satisfaction ETF 6
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF 6
GDVD - Principal Exchange-Traded Funds - Principal Active Global Dividend Income ETF 6
DeLarme Wealth Management, Inc. 6
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I 6
FSR Wealth Management Ltd. 6
Split Rock Private Trading & Wealth Management, LLC 6
IBMN - iSHARES TRUST - iShares iBonds Dec 2025 Term Muni Bond ETF 6
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class 6
Evansbrook LLC 6
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C 6
Rik Saylor Financial, Inc. 6
McHugh Group, LLC 6
PM CAPITAL Ltd 6
Inman Jager Wealth Management, LLC 6
Rare Wolf Capital LLC 6
GVO Asset Management Ltd 6
FTSIX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares 6
Oneamerica Funds Inc 6
Integrated Wealthcare, Llc 6
Orographic Financial Advisors, LLC 6
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 6
Jefferson Bridge Capital, LLC 6
Motley Fool Funds Trust 6
LifePlan Investment Advisors, Inc. 6
BLACKROCK FUNDS - BlackRock Global Equity Absolute Return Fund Class K 6
Chatterton & Associates Inc. 6
Patient Capital Management, LLC 6
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares 6
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 6
Old West Investment Management, LLC 6
RQIAX - NORTHERN LIGHTS FUND TRUST III - RESQ Strategic Income Fund Class A Shares 6
Andrews Advisory Associates, LLC 6
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A 6
Clear Trail Advisors, LLC 6
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 6
Corecam Pte. Ltd. 6
Ally Invest Advisors Inc. 6
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 6
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF 6
Sidoxia Capital Management, LLC 6
Glenview Capital Management, Llc 6
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 6
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund 6
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 6
Sherman Porfolios, Llc 6
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 6
Putnam Voyager Fund 6
USSTX - USAA MUTUAL FUNDS TRUST - Tax Exempt Short-Term Fund Shares 6
PPM Funds - PPM Large Cap Value Fund (Inst) 6
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 6
Payne Capital Management, LLC 6
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 6
JHVIX - John Hancock Funds II - International Value Fund Class NAV 6
O'Domhnaill Enterprises, Inc. 6
ULTRA SERIES FUND - Large Cap Value Fund Class I 6
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 6
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 6
GreatBanc Trust CO 6
CPRFX - MUTUAL FUND SERIES TRUST - Camelot Premium Return Fund Class A 6
FT Vest Hedged Equity Income Fund: Series A2 6
FT Vest Total Return Income Fund: Series A2 6
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 6
NerdWallet Wealth Partners, LLC 6
Oskie Capital Management, Llc 6
Killen Group Inc 6
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 6
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 6
Taylor Hoffman Capital Management LLC 6
EPIQ Capital Group, LLC 6
Yardley Wealth Management LLC 6
Canandaigua National Trust Co of Florida 6
Redwood Capital Management, Llc 6
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 6
Donald Smith & Co., Inc. 6
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 6
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 6
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 6
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 6
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 6
Saddle Road Partners, LLC 6
Old Republic International Corp 6
Stone Point Capital Llc 6
Cander Asset Management LP 6
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund 6
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 6
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 6
Gw Capital Inc 6
PIMAX - Pioneer Series Trust V - Pioneer High Income Municipal Fund : Class A 6
AGGS - Harbor ETF Trust - Harbor Disciplined Bond ETF 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Government & High Quality Bond Account f/k/a Mortgage Securities Account Government & High Quality Bond Account Class 1 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 6
BlackRock ETF Trust - BlackRock Enhanced Short-Term Bond ETF 6
RKEMX - Gallery Trust - ROTHKO EMERGING MARKETS EQUITY FUND Rothko Emerging Markets Equity Fund 6
ZEMIX - Advisors' Inner Circle Fund III - Ninety One Emerging Markets Equity Fund I Shares 6
FIFGX - FIDELITY OXFORD STREET TRUST - Fidelity SAI Inflation-Focused Fund 6
MPEMX - Gallery Trust - MONDRIAN EMERGING MARKETS VALUE EQUITY FUND 6
Davis Wealth Advisors, LLC 6
Hilltop Park Associates LLC 6
Western Asset Diversified Income Fund 6
EPSV - Harbor ETF Trust - Harbor SMID Cap Value ETF 6
CCMSX - Advisors' Inner Circle Fund II - Cardinal Small Cap Value Fund Institutional Class Shares 6
AAAA - EA Series Trust - Amplius Aggressive Asset Allocation ETF 6
Barrington Strategic Wealth Management Group LLC 6
Samsung Asset Management (New York), Inc. 6
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 6
Barings Funds Trust - Barings Emerging Markets Debt Blended Total Return Fund Class C Shares 6
Fieldpoint Private Advisors, Inc 6
Hoplite Capital Management, L.p. 6
VTEL - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Bond ETF ETF Shares 6
Thornmark Asset Management Inc. 6
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 6
Simonbaker & Partners Llc 6
Junk Investment Group, LLC 6
Gratia Capital, Llc 6
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 6
Foundry Financial LLC 6
Serengeti Asset Management LP 6
Bandera Partners LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II 6
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 6
Mirabaud Asset Management Ltd 6
Crossmark ETF Trust - Crossmark Large Cap Value ETF 6
Disciplined Growth Investors Inc /mn 6
Insight Capital Research & Management Inc 6
Mirae Asset Securities (usa) Inc. 6
FNTEX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Finance Fund 6
Leslie Global Wealth, LLC 6
Ancient Art, L.P. 6
VHYLX - VALIC Co I - High Yield Bond Fund 6
Wheels Up Wealth, Inc. 6
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class 6
Federated Core Trust Ii 6
RPMAX - Managed Portfolio Series - Reinhart Genesis PMV Fund Investor Class 6
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 6
EEIDX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Emerging Markets Debt Fund Class I 6
IPOYX - IVY FUNDS - Ivy Emerging Markets Equity Fund Class Y 6
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class 6
Timucuan Asset Management Inc/fl 6
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF 6
Sharp Financial Services, LLC 6
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 6
STBFX - SATURNA INVESTMENT TRUST - Sextant Short-Term Bond Fund 6
Beaconlight Capital, Llc 6
Rudman Errol M 6
Creegan & Nassoura Financial Group, LLC 6
D1 Capital Partners L.P. 6
Bloom Tree Partners, Llc 6
Matters Capital Llc 6
Hitchwood Capital Management LP 6
Oak Root LLC 6
Antipodean Advisors LLC 6
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 6
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 6
Seneca Financial Advisors LLC 6
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C 6
Sona Asset Management (us) Llc 6
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 6
Synergy Financial Group, LTD 6
MSF Capital, LLC 6
EMCG - WisdomTree Trust - WisdomTree Emerging Markets Consumer Growth Fund N/A 6
GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class 6
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A 6
Lpwm Llc 6
EMDAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Local Currency Fund Class A 6
Slate Path Capital LP 6
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II 6
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 6
North Dallas Bank & Trust Co 6
QDIBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans 6
GMOBX - GMO TRUST - GMO Asset Allocation Bond Fund Class III 6
QDVBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans 6
Guardian Point Capital, Lp 6
Decision Investments, Inc 6
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 6
VVSGX - VALIC Co I - Small Cap Growth Fund 6
DKRT Investments Corp. 6
SPWM Advisors LLC 6
Nierenberg Investment Management Company, Inc. 6
LFG Wealth Partners, LLC 6
Trust & Fiduciary Management Services Inc 6
FV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Focus 5 ETF 6
FAAR - FIRST TRUST EXCHANGE-TRADED FUND VII - First Trust Alternative Absolute Return Strategy ETF 6
Sycomore Asset Management 6
Councilmark Asset Management, LLC 6
V2 Financial group LLC 6
Strategic Investment Management, Llc 6
WPLCX - WP Trust - WP Large Cap Income Plus Fund Class A Shares 6
Mittelman Wealth Management 6
Transamerica Income Shares, Inc. 6
Guardian Asset Advisors, LLC 6
Claren Road Asset Management, LLC 6
Glass Wealth Management Co LLC 6
FLBR - Franklin Templeton ETF Trust - Franklin FTSE Brazil ETF 6
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 6
Partner Investment Management, L.P. 6
Board of Trustees of The Leland Stanford Junior University 6
TLEVX - AMG FUNDS - AMG GW&K Trilogy Emerging Markets Equity Fund Class N 6
JHBMX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Bond Completion Portfolio 6
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 6
Lountzis Asset Management, Llc 6
L1 Capital Pty Ltd 6
Compass Financial Group, Inc. 6
THTA - Tidal ETF Trust - SoFi Enhanced Yield ETF 6
Westport Asset Management Inc 6
Trevor Stewart Burton & Jacobsen Inc 6
Sitrin Capital Management LLC 6
Genesis Asset Managers, LLP 6
Altus Wealth Management, LLC 6
FS Series Trust - FS Real Asset Fund Class A 6
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 6
McQueen, Ball & Associates Inc. 6
Dg Capital Management Inc 6
Clearline Capital LP 6
Wisconsin Wealth Advisors, LLC 6
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares 6
Adirondack Research & Management Inc. 6
JDSTX - John Hancock Funds II - Diversified Strategies Fund Class A 6
Theleme Partners LLP 6
COMMERCE FUNDS - The MidCap Value Fund Shares 6
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 6
Southport Management, L.l.c. 6
Omni Partners Llp 6
TAM Capital Management Inc. 6
Quaker Capital Investments, LLC 6
Fiduciary Wealth Partners, LLC 6
USTVX - Series Portfolios Trust - Verity U.S. Treasury Fund Investor Class 6
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares 6
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 6
Andromeda Capital LLC 6
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 6
Northroad Capital Management Llc 6
EFGIX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class I 6
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 6
INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I 6
Elessar Funds Investment Trust 6
Freestate Advisors LLC 6
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 6
Nepc Llc 6
Chubb Ltd 6
Cincinnati Casualty Co 6
Sterling Wealth Management, Inc. 6
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 6
Alden Global Capital Ltd 6
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 6
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 6
National Investment Services of America, LLC 6
Patriot Financial Partners II, L.P. 6
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 6
Intrinsic Value Partners, LLC 6
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A 6
Seven Grand Managers, Llc 6
Edmunds White Partners Llc 6
RLTAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Aggressive Investor Shares 6
Paradigm Capital Management, LLC/NV 6
Boulder Hill Capital Management Lp 6
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 6
PEAPX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-3 6
MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares 6
Foresters Asset Management Inc. 6
Swisher Financial Concepts, Inc. 6
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 6
Aster Investment Management Co Inc 6
Difesa Capital Management, Lp 6
ROI Financial Advisors, LLC 6
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 6
Levitt Capital Management LLC 6
JPMORGAN TRUST IV - JPMorgan International Equity Plus Fund Class I 6
VETS - Pacer Funds Trust - Pacer Military Times Best Employers ETF 6
MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3 6
MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A 6
Lilley & Co 6
Susquehanna Advisors Group, Inc. 6
YYY - Amplify ETF Trust - Amplify High Income ETF 6
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF 6
VSL - ETF Series Solutions - Volshares Large Cap ETF 6
Cooperman Leon G 6
GTDDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Developing Markets Fund Class A 6
Clear Rock Advisors, LLC 6
Valpey Financial Services, LLC 6
NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF 6
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund 6
Hutner Capital Management Inc 6
Legacy Financial Independent Advisors Llc 6
Dodds Wealth, LLC 6
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 6
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 6
Bristlecone Value Partners, LLC 6
DALT - Two Roads Shared Trust - Anfield Capital Diversified Alternatives ETF 6
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 6
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 6
Heritage Investment Group, Inc. 6
One Degree Advisors Inc 6
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund 6
Charter Capital Management, LLC\DE 6
ABS Direct Equity Fund LLC 6
21 West Wealth Management LLC 6
Fullen Financial Group 6
HM Treasury 6
Gimbal Financial 6
Monument Group Wealth Advisors, LLC 6
Significant Wealth Partners LLC 6
DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I 6
Bowie Capital Management, LLC 6
Cullen Investment Group, Ltd. 6
Steel Canyon Capital, LLC 6
Financial Architects, LLC 6
XFIX - RBB FUND, INC. - F/m Opportunistic Income ETF 6
WDTE - Tidal Trust II - Defiance S&P 500 Enhanced Options Income ETF 6
IWMY - Tidal Trust II - Defiance R2000 Enhanced Options Income ETF 6
QQQY - Tidal Trust II - Defiance Nasdaq 100 Enhanced Options Income ETF 6
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 6
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A 6
Altium Investment Strategies LLC 6
Optifour Integrated Wealth Management, Llc 6
Chescapmanager LLC 6
Vantis Investment Advisers L.P. 6
Engle Capital Management, L.P. 6
PMYRX - Victory Portfolios IV - Victory Pioneer Equity Premium Income Fund Class Y 6
Frontier Capital Management Co Llc 6
Waterway Wealth Management, LLC 6
JPMO - Tidal Trust II - YieldMax JPM Option Income Strategy ETF 6
AMDY - Tidal Trust II - YieldMax AMD Option Income Strategy ETF 6
CONY - Tidal Trust II - YieldMax COIN Option Income Strategy ETF 6
DISO - Tidal Trust II - YieldMax DIS Option Income Strategy ETF 6
NFLY - Tidal Trust II - YieldMax NFLX Option Income Strategy ETF 6
XYZY - Tidal Trust II - YieldMax SQ Option Income Strategy ETF 6
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 5
PFM Asset Management LLC 5
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 5
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 5
Refined Wealth Management 5
Soviero Asset Management, LP 5
BGEZX - BAILLIE GIFFORD FUNDS - Baillie Gifford Emerging Markets ex China Fund Class K 5
Rainsberger Wealth Advisors, Inc. 5
Inherent Group, Lp 5
Elliott Investment Management L.P. 5
KHYB - Krane Shares Trust - KraneShares CCBS China Corporate High Yield Bond USD Index ETF 5
Private Advisors, LLC 5
H2o Am Llp 5
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 5
Evergreen Wealth Partners LLC 5
Carmel Capital Management L.L.C. 5
EWU - iSHARES TRUST - iShares MSCI United Kingdom ETF 5
Putnam ETF Trust - Putnam Sustainable Leaders ETF - 5
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 5
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 5
SCHY - SCHWAB STRATEGIC TRUST - Schwab International Dividend Equity ETF 5
Requisite Energy Fund I Lp 5
VIOPX - VALIC Co I - International Opportunities Fund 5
Cohanzick Management, Llc 5
Sassicaia Capital Advisers Llc 5
Saber Capital Managment, LLC 5
Roberts Capital Advisors, LLC 5
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock Short-Term Municipal Fund Investor A1 5
Wealthspan Partners, Llc 5
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 5
Transparent Wealth Partners LLC 5
III Capital Management 5
New England Guild Wealth Advisors, Inc. 5
Stonegate Management LLC 5
Karani Asset Management LLC 5
Seaport Global Advisors, LLC 5
5th Street Advisors, LLC 5
Silver Oak Advisory Group, Inc. 5
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 5
Oppenheimer Equity Fund 5
Peak Wealth Management LLC 5
Union Investments & Development Ltd. 5
Alterity Financial Group, LLC 5
Claremont Financial Group, Inc. 5
Pearl Planning LLC 5
William Allan, Llc 5
Sandia Investment Management LP 5
SAL Trading, LLC 5
PIE - Invesco Exchange-Traded Fund Trust II - Invesco DWA Emerging Markets Momentum ETF 5
ARP Global Capital Ltd 5
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 5
Wilson & Boucher Capital Management, LLC 5
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 5
Strategic Global Income Fund Inc 5
Fort Dearborn Income Securities Inc 5
Tax-exempt California Money Market Fund 5
CALIFORNIA FIRST LEASING Corp 5
Caldwell Investment Management Ltd. 5
RCW Management, LLC 5
FOMO - Collaborative Investment Series Trust - FOMO ETF 5
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 5
China Universal Asset Management Co., Ltd. 5
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF 5
Daily Income Fund 5
Sterling Capital Variable Insurance Funds 5
COLO - Global X Funds - Global X MSCI Colombia ETF 5
Genesis Investment Management, LLP 5
IDUB - ETF Series Solutions - International Drawdown Managed Equity ETF 5
Privium Fund Management B.V. 5
FFSYX - AB CAP FUND, INC. - AB FlexFee International Strategic Core Portfolio Advisor Class 5
John A. Wolfe & Associates, Inc. 5
GOLY - Strategy Shares - Strategy Shares Gold-Hedged Bond ETF 5
Brindle & Bay Financial Advisors, LLC 5
Nuveen Equity Premium Opportunity Fund 5
Impala Asset Management LLC 5
Martin Currie Business Trust 5
Gunderson Capital Management Inc. 5
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 5
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 5
IPSAX - WP Trust - IPS Strategic Capital Absolute Return Fund Institutional Class Shares 5
Boyd Wealth Management, LLC 5
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 5
Strong Tower Advisory Services 5
Kearns & Associates LLC 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 5
Von Berge Wealth Management Group, LLC 5
HOVLX - HOMESTEAD FUNDS INC - Value Fund 5
Absolute Investment Advisers Llc 5
Andrews, Lucia Wealth Management Llc 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 5
StoryOne LLC 5
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund 5
Morgan Jess S & Co Inc 5
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A 5
FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A 5
DB Fitzpatrick & Co, Inc 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 5
LifeGuide Financial Advisors, LLC 5
Darrow Company, Inc. 5
Kraft Asset Management, Llc 5
Cherrydale Wealth Management, Llc 5
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H 5
Trevian Wealth Management LLC 5
FAMFX - FENIMORE ASSET MANAGEMENT TRUST - FAM Small Cap Fund Investor 5
Ticino Wealth 5
Buckingham Capital Management Inc 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF 5
AMAX - Starboard Investment Trust - RH Hedged Multi-Asset Income ETF 5
ALAAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Income Allocation Fund Class A 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2025 Fund Class A 5
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 5
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 5
FTRAX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart Retirement Income Fund CLASS A 5
J. Derek Lewis & Associates Inc. 5
LRT Capital Management, LLC 5
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 5
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 5
Jnl Series Trust - Jnl/ppm America Mid Cap Value Fund (a) 5
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 5
Kelsey Financial, LLC 5
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 5
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 5
ProCore Advisors, LLC 5
Ethos Capital Management, Inc. 5
Buffalo Business & Estate Services Ltd 5
Madrid Financial Services 5
PCEF - Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF 5
Paller Financial Services Inc 5
Cassilly Financial Group LLC 5
Cerity Partners Retirement Plan Advisors LLC 5
Aquamarine Financial (Cayman) Ltd 5
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 5
TSP Capital Management Group, LLC 5
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 5
FHSRX - Federated Adviser Series - Federated Hermes Global Small Cap Fund Class C Shares 5
PMG Family Office LLC 5
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 5
Greenfield Seitz Capital Management, LLC 5
William Mack & Associates, Inc. 5
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 5
WELLINGTON TRUST Co N A 5
WJ Financial Advisors LLC 5
Payne Capital LLC 5
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 5
RFAP - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Asia Pacific ETF 5
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 5
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 5
Gladstone Capital Management LLP 5
Vestwell Advisors, LLC 5
Matthew 25 Management Corp 5
EPIN - Harbor ETF Trust - Harbor International Equity ETF 5
QMN - IndexIQ ETF Trust - IQ Hedge Market Neutral Tracker ETF 5
EPEM - Harbor ETF Trust - Harbor Emerging Markets Equity ETF 5
TRCEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Core Equity Fund 5
Cambridge Financial Group, Inc. 5
South Street Advisors LLC 5
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund 5
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 5
DPEGX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio II DPT CLASS 5
TNKIX - 1290 Funds - 1290 Retirement 2030 Fund Class I 5
V. M. Manning & Co., Inc. 5
TNOIX - 1290 Funds - 1290 Retirement 2045 Fund Class I 5
FTSFX - Capitol Series Trust - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares 5
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6 5
Stark Wealth Management LLC 5
Halsey Associates Inc/ct 5
Stonebridge Wealth Management, LLC 5
PACA - DBX ETF TRUST - Xtrackers MSCI Latin America Pacific Alliance ETF 5
PRIJX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Discovery Stock Fund 5
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 5
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF 5
Fiduciary Financial Services Of The Southwest Inc /tx 5
FT Vest Total Return Income Fund: Series B1 5
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 5
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 5
FT Vest Hedged Equity Income Fund: Series B1 5
Westport Advisers Llc 5
EXUS - Macquarie ETF Trust - Macquarie Focused International Core ETF 5
Starr International Co Inc 5
Ayrshire Capital Management LLC 5
George Kaiser Family Foundation 5
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 5
Cupps Capital Management, LLC 5
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES 5
Holowesko Partners Ltd. 5
EMLC - VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF 5
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 5
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 5
Paradice Investment Management LLC 5
Chronos Wealth Management, LLC 5
ICW Investment Advisors LLC 5
TNWIX - 1290 Funds - 1290 Retirement 2050 Fund Class I 5
Goldman Sachs Asset Management, L.p. 5
TNNIX - 1290 Funds - 1290 Retirement 2040 Fund Class I 5
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 5
TNLIX - 1290 Funds - 1290 Retirement 2035 Fund Class I 5
TNJIX - 1290 Funds - 1290 Retirement 2025 Fund Class I 5
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 5
TNQIX - 1290 Funds - 1290 Retirement 2055 Fund Class I 5
TNIIX - 1290 Funds - 1290 Retirement 2020 Fund Class I 5
XMPT - VanEck Vectors ETF Trust - VanEck Vectors CEF Municipal Income ETF 5
Hutchinson Financial Advisors, INC 5
Brian Low Financial Group, Llc 5
CAUSX - SHELTON FUNDS - U.S. Government Securities Fund Direct Shares 5
Wealth CMT 5
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A 5
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A 5
JEMQX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Emerging Markets Equity Fund Class A 5
Bruni J V & Co /co 5
TXRIX - JPMorgan Trust I - JPMorgan Tax Aware Real Return Fund Class I 5
ACLNX - American Century World Mutual Funds Inc - Nt International Growth Fund G Class 5
Signal Tree Financial Partners Llc 5
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 5
Bulwark Capital Corp 5
GVDSX - FEDERATED EQUITY FUNDS - Federated Global Strategic Value Dividend Fund Class A Shares 5
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 5
Academy Capital Management Inc/tx 5
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF 5
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF 5
AdviceOne Advisory Services, LLC 5
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 5
Boyle Capital Management, LLC 5
RK Capital Management, LLC/FL 5
Crossvault Capital Management LLC 5
University Of Notre Dame Du Lac 5
ASIAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Asia Pacific Growth Fund Class A 5
abrdn Funds - abrdn Emerging Markets Dividend Active ETF 5
abrdn Funds - abrdn Focused U.S. Small Cap Active ETF 5
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 5
Blue Oak Capital, LLC 5
SNTH - Tidal Trust III - MRP SynthEquity ETF 5
MAVF - EA Series Trust - Matrix Advisors Value ETF 5
Jdc-jsc L.p. 5
Westwood Global Investments, LLC 5
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 5
FT Vest Hedged Equity Income Fund: Series A4 5
FT Vest Total Return Income Fund: Series A4 5
AFCNX - American Century World Mutual Funds Inc - Focused International Growth Fund Investor Class 5
EWEAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic World Equity Fund Class A 5
Nolet Wealth Management, LLC 5
Aquamarine Capital Management, LLC 5
Thiel Macro LLC 5
Armstrong Shaw Associates Inc/ct 5
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES 5
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 5
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 5
Wills Financial Group LLC 5
Lakeshore Capital, LLC 5
Kingsman Wealth Management, Inc. 5
J Hagan Capital, Inc. 5
PSPPX - PRINCIPAL FUNDS INC - International Fund I R-2 5
Key Colony Management, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Municipal Bond Portfolio Institutional Class 5
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 5
Aberdeen Funds - Aberdeen Income Builder Fund Class A 5
Perkins Capital Management Inc 5
Kagan Cocozza Asset Management 5
Ncm Capital Management Group Inc 5
Phil A. Younker & Associates, Ltd. 5
Retirement Design & Management Inc /adv 5
BHF RG Capital Inc. 5
FFEM - FIDELITY COVINGTON TRUST - Fidelity Fundamental Emerging Markets ETF 5
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor 5
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 5
Private Capital Advisors, Inc. 5
MPITX - BNY MELLON FUNDS TRUST - BNY Mellon International Fund Class M Shares 5
LDRC - iSHARES TRUST - iShares iBonds 1-5 Year Corporate Ladder ETF 5
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 5
Connective Capital Management, LLC 5
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF 5
Hikari Power Ltd 5
Fairtree Asset Management (Pty) Ltd 5
NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 5
Garrison Bradford & Associates Inc 5
SZEAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Emerging Markets Fixed Income Fund Class A 5
DSG Capital Advisors, LLC 5
WWEMX - ADVISORS' INNER CIRCLE FUND - Westwood Emerging Markets Fund Institutional Class Shares 5
Northstar Financial Companies, Inc. 5
Aegis Wealth Management LLC 5
Ranger International Management, LP 5
CAMAX - Advisors' Inner Circle Fund - Cambiar Global Ultra Focus Fund Investor Class Shares 5
PARUS FINANCE (UK) Ltd 5
Cortland Associates Inc/mo 5
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 5
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 5
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A 5
AWWIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS INTERNATIONAL GROWTH FUND Institutional Class Shares 5
UST - PROSHARES TRUST - ProShares Ultra 7-10 Year Treasury 5
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 5
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares 5
Dinsmore Capital Management Co/nj 5
Sigma Investment Management Co 5
FT Vest Hedged Equity Income Fund: Series A3 5
FT Vest Total Return Income Fund: Series A3 5
Cinque Partners Llc 5
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 5
Coronation Asset Management (Pty) Ltd. 5
LGSAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Select Equity Fund Class A 5
HWNIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis and Wiley International Value Fund Class I 5
Pantheon Investment Group, LLC 5
HRMEX - HARBOR FUNDS - Harbor Robeco Emerging Markets Active Equities Fund Retirement Class 5
Pacific Point Advisors, LLC 5
BIP Alliance, LLC 5
Shelter Mutual Insurance Co 5
KOKUSAI Asset Management Co., Ltd. 5
TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities I2 5
Westwood Management Corp /il/ 5
Pennington Partners & Co., Llc 5
LCR - LEUTHOLD FUNDS INC - Leuthold Core ETF 5
Dock Street Asset Management Inc 5
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 5
JMG Financial Group, Ltd. 5
Grassi Investment Management Llc 5
Charles Stewart Mott Foundation 5
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 5
Dauntless Investment Group, LLC 5
Mason Capital Management Llc 5
Edinburgh Partners Ltd 5
Cpwa, Llc 5
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 5
Sanibel Captiva Investment Advisers, Inc. 5
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 5
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 5
Transmarket Holdings LP 5
Defined Financial Planning LLC 5
Investment Counsel Co Of Nevada 5
Graham & Dodd Fund, Llc 5
Tygh Capital Management, Inc. 5
GBFAX - VanEck Funds - Emerging Markets Fund Class A 5
VanEck VIP Trust - VanEck VIP Emerging Markets Fund Initial Class 5
Straightline Group Llc 5
Blackhill Capital Inc 5
Forge Financial Services LLC 5
Disciplined Investors, L.L.C. 5
RiverPark Advisors, LLC 5
Michael A. Dubis Financial Planning, LLC 5
Northern Lights Variable Trust - 7Twelve Balanced Portfolio Class 4 5
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 5
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio 5
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 5
Ami Asset Management Corp 5
Community Bank of Raymore 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 5
Pioneer Trust Bank N A/or 5
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 5
North Forty Two & Co. 5
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 5
RD Lewis Holdings, Inc. 5
TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I 5
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 5
PUTNAM FUNDS TRUST - Putnam Short-Term Municipal Income Fund CLASS A 5
THDAX - THORNBURG INVESTMENT TRUST - Thornburg Developing World Fund Class A 5
Arrien Investments, Inc. 5
Vantagepoint Investment Advisers Llc 5
Ascent Capital Management, LLC 5
Mallini Complete Financial Planning LLC 5
Hartwell J M Limited Partnership 5
QSPMX - Advisors Preferred Trust - Quantified Pattern Recognition Fund Investor Class Shares 5
QEVOX - Advisors Preferred Trust - Quantified Evolution Plus Fund Investor Class Shares 5
HEMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Emerging Markets Opportunities Fund Class A 5
Burkehill Global Management, LP 5
Leith Wheeler Investment Counsel Ltd. 5
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 5
Renaissance Investment Group LLC 5
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 5
Columbia Pacific Advisors, LLC 5
Stadium Capital Management Llc 5
LKEQX - LKCM Funds - LKCM Equity Fund 5
Christian Investment Advisors, Inc. 5
Private Harbour Investment Management & Counsel, LLC 5
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A 5
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 5
Sincerus Advisory, LLC 5
FXTAX - Northern Lights Fund Trust - PSI Tactical Growth Fund Class A Shares 5
Daner Wealth Management, LLC 5
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 5
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 5
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A 5
Golden Bell Financial Planning LLC 5
Rinet Co LLC 5
CALEX - CUTLER TRUST - Cutler Equity Fund 5
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 5
Financial Harvest, LLC 5
Makena Capital Management Llc 5
Financially in Tune, LLC 5
Pyrrho Capital Management, LP 5
Mfg Wealth Management, Inc. 5
MACEX - Legg Mason Global Asset Management Trust - Martin Currie Emerging Markets Fund Class A 5
Fortress Financial Solutions, LLC 5
Guinness Atkinson Asset Management Inc 5
Lucus Advisors Llc 5
ICCIX - NORTHERN LIGHTS FUND TRUST II - Dynamic International Opportunity Fund Class I 5
Bonfire Financial 5
Elevate Capital Advisors, LLC 5
Serenus Wealth Advisors, LLC 5
Aurelius Family Office LLC 5
Centerline Wealth Advisors, LLC 5
Samson Capital Advisors LLC 5
SNTIX - SIT MUTUAL FUNDS II INC - Sit Tax-Free Income Fund 5
Dudley & Shanley, Inc. 5
J.P. Marvel Investment Advisors, LLC 5
Southern Capital Services Inc /adv 5
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF 5
Forester Capital Management, LTD 5
Paul R. Ried Financial Group, LLC 5
LDMIX - LAZARD FUNDS INC - Lazard Developing Markets Equity Portfolio Institutional Shares 5
FSGVX - Federated Hermes Short-Term Government Trust - Federated Hermes Short-Term Government Fund Institutional Shares 5
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares 5
Lighthouse Wealth Management Inc. 5
Cathy Pareto & Associates, Inc 5
CR Intrinsic Investors, LLC 5
Clarendon Private LLC 5
Cleary Gull Inc. 5
PPM Funds - PPM Mid Cap Value Fund (Inst) 5
First Trust Bank, Ltd. 5
CAPOX - FORUM FUNDS - Absolute Capital Opportunities Fund Institutional Shares 5
Ramsay, Stattman, Vela & Price, Inc. 5
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 5
BBGVX - Sterling Capital Funds - Sterling Capital Intermediate Us Government Fund Institutional Class 5
Kieckhefer Group Llc 5
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 5
Tidal Trust II - YieldMax(TM) BABA Option Income Strategy ETF 5
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 5
Tidal Trust II - YieldMax(TM) PLTR Option Income Strategy ETF 5
Tidal Trust II - YieldMax(TM) TSM Option Income Strategy ETF 5
YQQQ - Tidal Trust II - YieldMaxTM Short N100 Option Income Strategy ETF 5
Tidal Trust II - YieldMax(TM) SMCI Option Income Strategy ETF 5
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A 5
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares 5
Potomac Capital Management, Inc. 5
DoubleLine Yield Opportunities Fund 5
ELCV - Strategy Shares - Eventide High Dividend ETF 5
Harvey Investment Co Llc 5
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A 5
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 5
MMKT - Texas Capital Funds Trust - Texas Capital Government Money Market ETF 5
BloombergSen Inc. 5
Amicus Financial Advisors, LLC 5
STONE RIDGE TRUST - Stone Ridge 2053 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2049 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2052 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2054 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2056 Inflation-Protected Longevity Income ETF 5
Troutman Wealth Management, LLC 5
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A 5
TBHDX - Tweedy, Browne Fund Inc. - Tweedy, Browne Worldwide High Dividend Yield Value Fund 5
STONE RIDGE TRUST - Stone Ridge 2060 Inflation-Protected Longevity Income ETF 5
USTEX - USAA MUTUAL FUNDS TRUST - Tax Exempt Long-Term Fund Shares 5
Oak Hill Capital Management, Llc 5
STONE RIDGE TRUST - Stone Ridge 2048 Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2048 Inflation-Protected Longevity Income ETF 5
BGEHX - BAILLIE GIFFORD FUNDS - Baillie Gifford Emerging Markets Equities Fund Class 2 5
STONE RIDGE TRUST - Stone Ridge 2050 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2055 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2058 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2057 Inflation-Protected Longevity Income ETF 5
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF 5
HCVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CONSERVATIVE ALLOCATION FUND Class A 5
EMEQ - Macquarie ETF Trust - Macquarie Focused Emerging Markets Equity ETF 5
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 5
BEMCX - Datum One Series Trust - BRANDES EMERGING MARKETS VALUE FUND Class C 5
BCPAX - Datum One Series Trust - BRANDES CORE PLUS FIXED INCOME FUND Class A 5
Siena Capital Partners I, L.P. 5
AAIFX - 360 Funds - Timber Point Alternative Income Fund Investor Class Shares 5
Washington Growth Strategies Llc 5
Shum Financial Group, Inc. 5
Rareview Capital LLC 5
Enclave Advisors LLC 5
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio 5
Maiden Cove Capital, LLC 5
Triune Financial Partners, LLC 5
NAVAX - Northern Lights Fund Trust - Navigator Equity Hedged Fund Class A Shares 5
Appalachian Capital Management Ltd 5
Blue Line Capital, LLC / IL 5
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 5
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 5
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 5
Edmond De Rothschild Asset Management (luxembourg) 5
Kiltearn Partners LLP 5
Jet Capital Investors L P 5
Wildcat Capital Management, LLC 5
EEB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BRIC ETF 5
VGI Partners Ltd 5
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 5
Torray Llc 5
Tidal Trust II - YieldMax ABNB Option Income Strategy ETF 5
MSTY - Tidal Trust II - YieldMaxTM MSTR Option Income Strategy ETF 5
GDXY - Tidal Trust II - YieldMax Gold Miners Option Income Strategy ETF 5
SNOY - Tidal Trust II - YieldMax SNOW Option Income Strategy ETF 5
AFADX - World Funds Trust - Applied Finance Dividend Fund Investor Class 5
CRSH - Tidal Trust II - YieldMaxTM Short TSLA Option Income Strategy ETF 5
DIPS - Tidal Trust II - YieldMaxTM Short NVDA Option Income Strategy ETF 5
FIAT - Tidal Trust II - YieldMaxTM Short COIN Option Income Strategy ETF 5
STXI - EA Series Trust - Strive International Developed Markets ETF 5
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF 5
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 5
John Hancock Multi Asset Credit Fund 5
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund 5
Brightwater Advisory LLC 5
BWDIX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class I Shares 5
Geneva Capital Management Llc 5
EPIBX - Investment Managers Series Trust - EuroPac International Bond Fund Class A 5
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 5
Moller Financial Services 5
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 5
VFPAX - FundVantage Trust - Private Capital Management Value Fund Class A 5
CGIB - Capital Group Fixed Income ETF Trust - Capital Group International Bond ETF (USD-Hedged) Share class 5
CGHM - Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF Share class 5
GG Group Ventures, LLC 5
RMR Capital Management, LLC 5
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 5
Springowl Associates Llc 5
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 5
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 5
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 5
Pw Advisors, Llc \ Fl 5
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 5
Emerging Sovereign Group Llc 5
EXFLX - EATON VANCE INVESTMENT TRUST - Eaton Vance Floating-Rate Municipal Income Fund Class A 5
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II 5
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 5
Meru Capital Group, LP 5
Two West Capital Advisors LLC 5
Chesapeake Partners Management Co Inc/md 5
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 5
Leonetti & Associates, LLC 5
Generate Investment Management Ltd 5
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A 5
USOY - Tidal Trust II - Defiance Oil Enhanced Options Income ETF 5
RK Capital Management, LLC 5
STBF - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Short Term Bond ETF 5
Farley Capital L.p. 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 5
Swan Global Investments, LLC 5
Wellesley Asset Management 5
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 5
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 5
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 5
YBIT - Tidal Trust II - YieldMaxTM Bitcoin Option Income Strategy ETF 5
truNorth Financial Services, Inc. 5
HCIMX - HC CAPITAL TRUST - The Intermediate Term Municipal Bond Portfolio HC Strategic Shares 5
TEMSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Fund Retirement Class 5
MPYIX - Capitol Series Trust - Meritage Yield-Focus Equity Fund Institutional Shares 5
LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Mid Cap Value Fund Class A 5
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 5
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF 5
STONE RIDGE TRUST - LIFEX Income Fund 1952F 5
STONE RIDGE TRUST - LIFEX Income Fund 1948F 5
STONE RIDGE TRUST - LIFEX Income Fund 1956F 5
STONE RIDGE TRUST - LIFEX Income Fund 1950F 5
STONE RIDGE TRUST - LIFEX Income Fund 1953F 5
STONE RIDGE TRUST - LIFEX Income Fund 1949F 5
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 5
STONE RIDGE TRUST - LIFEX Income Fund 1954F 5
STONE RIDGE TRUST - LIFEX Income Fund 1951F 5
STONE RIDGE TRUST - LIFEX Income Fund 1955F 5
STONE RIDGE TRUST - LIFEX Income Fund 1957F 5
STONE RIDGE TRUST - LIFEX Income Fund 1959F 5
MOWNX - Northern Lights Fund Trust IV - Moerus Worldwide Value Fund Class N 5
STONE RIDGE TRUST - LIFEX Income Fund 1958F 5
AB CarVal Credit Opportunities Fund 5
OCIO - ETF Series Solutions - ClearShares OCIO ETF 5
HRS Investment Holdings, LLC 5
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 5
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 5
Oxford Wealth Group, LLC 5
Vernier Capital Partners, Lp 5
National Mutual Insurance Federation of Agricultural Cooperatives 5
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 5
Prairie Wealth Advisors, Inc. 5
Yost Capital Management, L.L.C. 5
Adi Capital Management LLC 5
Oak Barrel Wealth Advisory LLC 5
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A 5
OCSIX - NORTHERN LIGHTS FUND TRUST II - Orchard Small Cap Value Fund Class I Shares 5
Athena Global Investors LLC 5
Kingstown Capital Management L.p. 5
FLMB - Franklin Templeton ETF Trust - Franklin Liberty Municipal Bond ETF 5
BNB Wealth Management, LLC 5
Lion Point Capital, LP 5
EWC - iShares, Inc. - iShares MSCI Canada ETF 5
WPINX - WP Trust - WP Income Plus Fund Institutional Class Shares 5
FLUK - Franklin Templeton ETF Trust - Franklin FTSE United Kingdom ETF 5
Marshfield Associates 5
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class 5
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF 5
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares 5
Panning Capital Management, LP 5
AF Advisors, Inc. 5
Bontempo Ohly Capital Mgmt Llc 5
Alley Co LLC 5
TrustWell Financial Advisors, LLC 5
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class 5
Rex Capital Advisors, LLC 5
Summer Road Llc 5
JDVI - John Hancock Exchange-Traded Fund Trust - John Hancock Disciplined Value International Select ETF 5
AIYY - Tidal Trust II - YieldMax AI Option Income Strategy ETF 5
NexPoint Credit Strategies Fund 5
Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF 5
Quaker Capital Management Corp 5
Crystal Rock Capital Management 5
Wilkinson Ogrady & Co Inc /ny 5
Raging Capital Management, LLC 5
Hovde Eric D 5
Gerber, Llc 5
Dempze Nancy E 5
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares 5
PGIM Credit Income Fund 5
Altrafin AG 5
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 5
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 5
FTHF - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Emerging Markets Human Flourishing ETF 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 5
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 5
Bodri Capital Management, LLC 5
Morris Capital Advisors, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 5
Parker Investment Management, LLC 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 5
Q Global Advisors, LLC 5
PANTHERA INVESTMENT GmbH 5
American Beacon Advisors, Inc. 5
Balter Liquid Alternatives, LLC 5
Unisphere Establishment 5
Columbia Capital Llc 5
Country Fund Management 5
InView Investment Management LLC 5
S.a.c. Global Investors, Llp 5
Conscious Wealth Investments, Llc 5
Silver Coast Investments LLC 5
MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares 5
Wood Investment Counsel LLC 5
MAPTX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS PACIFIC TIGER FUND Investor Class Shares 5
TritonPoint Partners, LLC 5
Fogel Capital Management, Inc. 5
MAPIX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA DIVIDEND FUND Investor Class Shares 5
Mustard Seed Financial, LLC 5
Tamar Securities, LLC 5
XRLX - FundX Investment Trust - FundX Conservative ETF 5
Ota Llc 5
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 5
Targeted Financial Services LLC 5
CAPTX - Capitol Series Trust - Canterbury Portfolio Thermostat Fund Institutional Shares 5
Delta Dental Plan of Michigan, Inc. 5
MDNRX - MAINSTAY FUNDS TRUST - MainStay Defensive ETF Allocation Fund Class R3 5
MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C 5
Astoria Strategic Wealth, Inc. 5
IAFPX - Voya VARIABLE PORTFOLIOS INC - Voya FTSE 100 Index(R) Portfolio Class ADV 5
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 5
PFTSX - Northern Lights Fund Trust - PFG Tactical Income Strategy Fund Class R Shares 5
Sar Wealth Management Group, Llc 5
Boomfish Wealth Group, LLC 5
Hoge Financial Services, Llc 5
ELD - WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund N/A 5
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares 5
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 5
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 5
Marest Capital, LLC 5
IBTB - iSHARES TRUST - iShares iBonds Dec 2022 Term Treasury ETF 5
YACKX - AMG FUNDS - AMG Yacktman Fund Class I 5
Breed's Hill Capital LLC 5
Snowwater Investment Partners, Llc 5
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N 5
WCMEX - Investment Managers Series Trust - WCM Focused Emerging Markets Fund Institutional Class 5
Welch Investments, LLC 5
GFI Investment Counsel Ltd. 5
MontVue Capital Management, Inc. 5
Financial Symmetry Inc 5
Lewis Capital Management, Llc 5
Oribel Capital Management, LP 5
Lee Capital Management LP 5
NUPIX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman U.S. Equity Index PutWrite Strategy Fund Institutional Class 5
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class 5
Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF 5
Hartree Partners, LP 5
6th Street Advisors, LLC 5
Cider Mill Investments LP 5
Rockline Wealth Management, LLC 5
Holding Frank B Jr 5
MRNY - Tidal Trust II - YieldMax MRNA Option Income Strategy ETF 5
Wall Capital Group, Inc. 5
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 5
NORTHERN LIGHTS FUND TRUST II - Hodges Small Cap Fund Retail Class Shares 5
ASIA - MATTHEWS INTERNATIONAL FUNDS - Matthews Pacific Tiger Active ETF 5
Acorns Advisers, LLC 5
P-Solve Investments Ltd 5
Clarity Capital KCPS Ltd. 5
ROE - EA Series Trust - Astoria US Quality Kings ETF 5
Aldebaran Capital, Llc 5
AVNM - AMERICAN CENTURY ETF TRUST - Avantis All International Markets Equity ETF 5
Borer Denton & Associates, Inc. 5
Cruiser Capital Advisors, Llc 5
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 5
Financial Advisory Partners, Llc 5
Intesa Sanpaolo S.p.a. 5
IBMR - iSHARES TRUST - iShares iBonds Dec 2029 Term Muni Bond ETF 5
BlackRock ETF Trust - BlackRock Large Cap Value ETF 5
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 5
Putnam ETF Trust - Putnam Emerging Markets ex-China ETF - 5
CJM Wealth Advisers, Ltd. 5
Trellis Advisors, LLC 5
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 5
Invesco Senior Loan Fund 5
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI 5
SMTFX - SIT MUTUAL FUNDS II INC - Sit Minnesota Tax-Free Income Fund 5
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 5
JSMAX - JPMorgan Trust I - JPMorgan SmartRetirement 2030 Fund Class A 5
JNEAX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2050 Fund Class I 5
SMTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund Class A 5
JTSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2050 Fund Class A 5
JOBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2040 Fund Class I 5
JPTBX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2055 Fund Class I 5
JNSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2025 Fund Class A 5
Invesco Dynamic Credit Opportunities Fund 5
JTTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2020 Fund Class A 5
Nuveen New York Amt-free Quality Municipal Income Fund 5
JFFAX - JPMorgan Trust I - JPMorgan SmartRetirement 2055 Fund Class A 5
JAKAX - JPMorgan Trust I - JPMorgan SmartRetirement 2060 Fund Class A 5
SRJAX - JPMorgan Trust I - JPMorgan SmartRetirement 2035 Fund Class A 5
JMSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2045 Fund Class I 5
Retirement Management Systems Inc. 5
JACSX - JPMorgan Trust I - JPMorgan SmartRetirement Blend 2060 Fund Class I 5
JSRAX - JPMorgan Trust I - JPMorgan SmartRetirement Income Fund Class A 5
DRIPX - MP63 FUND INC - MP63 Fund 5
CRDT - Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF 5
Invesco Senior Income Trust 5
Franklin Universal Trust 5
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 5
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 5
Regis Acquisition Inc. 5
Certus Wealth Management, LLC 5
Planning Project LLC 5
Corundum Trust Company, INC 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Corporate Multi-Sector Account Portfolio 5
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 5
DSSMX - DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selective State Municipal Bond Portfolio Institutional Class 5
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 5
Oppenheimer Rochester California Municipal Fund 5
TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6 5
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 5
FMBHX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Core Plus Bond Fund Fidelity Advisor Municipal Core Plus Bond Fund : Class Z 5
BLACKROCK FUNDS - BlackRock Emerging Markets ex-China Fund Investor A 5
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 5
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 5
Invictus Private Wealth, Llc 5
PENN SERIES FUNDS INC - Large Cap Value Fund 5
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 5
Asset Advisory Group, Inc. 5
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 5
MSNYX - MFS MUNICIPAL SERIES TRUST - MFS New York Municipal Bond Fund A 5
Blackrock Muniyield Investment Fund 5
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 5
Bennett Selby Investments Lp 5
Large-cap Value Portfolio 5
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 5
Henson-Edgewater Management, LLC 5
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 5
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 5
Lauer Wealth, LLC 5
Blackstone Real Estate Income Master Fund 5
Ffg Retirement Advisors Llc 5
European Equity Fund, Inc / Md 5
TRANSAMERICA SERIES TRUST - Transamerica Greystone International Growth VP Initial 5
Eley Financial Management, Inc 5
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 5
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 5
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 5
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 5
BRGIX - BRIDGES INVESTMENT FUND INC - Bridges Investment Fund, Inc. 5
Legal Advantage Investments, Inc. 5
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class 5
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 5
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 5
Eaton Vance Risk-managed Diversified Equity Income Fund 5
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 5
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 5
Luts & Greenleigh Group, Inc 5
HLCTX - HARDING LOEVNER FUNDS INC - International Carbon Transition Equity Portfolio Institutional Class 5
Signify Wealth 5
INC - VanEck ETF Trust - VanEck Dynamic High Income ETF 5
Access One Trust - ACCESS VP HIGH YIELD FUND 5
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I 5
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 5
ADPV - Series Portfolios Trust - Adaptiv Select ETF 5
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 5
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 5
Bouvel Investment Partners, LLC 5
Olstein Funds 5
RIERX - RBC FUNDS TRUST - RBC International Equity Fund Class R6 5
Tandemgrowth Financial Advisors Llc 5
RECAX - RBC FUNDS TRUST - RBC Emerging Markets ex-China Equity Fund Class A 5
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 5
Rye Brook Capital LLC 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Government Portfolio Initial Class 5
Vertrix Wealth Management, LLC 5
Act Wealth Management, Llc 5
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Oct (I) Class 3 5
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Oct (I) Class 3 5
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 5
Morgan Stanley Asia-pacific Fund, Inc. 5
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 5
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund 5
Builder Investment Group Inc /adv 5
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund 5
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 5
Voya Government Money Market Portfolio 5
Colony Family Offices, LLC 5
Ausbil Investment Management Ltd 5
Hassell Wealth Management, LLC 5
NewGen Asset Management Ltd 5
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 5
MONTX - MONETTA TRUST - Monetta Fund 5
Retirement Investment Advisors, Inc. 5
Blackrock Health Sciences Trust 5
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 5
Pacific Asset Management LLC 5
Special Opportunities Fund, Inc. 5
Terrapin Asset Management, LLC 5
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 5
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 5
Evergreen Wealth Management, LLC 5
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T 5
JAQAX - JANUS INVESTMENT FUND - Janus Henderson Asia Equity Fund Class A 5
Bain Capital Public Equity, LP 5
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 5
Bmt Investment Funds 5
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 5
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 5
Oppenheimer Global High Yield Fund 5
Oppenheimer Institutional Government Money Market Fund 5
Nuveen Intermediate Duration Quality Municipal Term Fund 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 5
Bridger Management, Llc 5
Fidelity Phillips Street Trust 5
Berry Street Capital Management LLP 5
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A 5
Northstar Asset Management Inc 5
Pioneer Emerging Markets Fund 5
Arcadia Wealth Management, LLC 5
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 5
Great Waters Wealth Management 5
Asset Planning Corporation 5
Boston Income Portfolio - Boston Income Portfolio 5
Avenue Mutual Funds Trust 5
Stone Ridge Trust Iii 5
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A 5
Constitution Capital LLC 5
Oppenheimer Series Fund 5
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Diversified Absolute Return Fund Class 1 5
EWZ - iShares, Inc. - iShares MSCI Brazil ETF 5
Curtis Wealth Management Llc 5
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 5
Advent/claymore Enhanced Growth & Income Fund 5
Schear Investment Advisers, LLC 5
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 5
Fidelity Newbury Street Trust 5
Blackrock Muniyield Quality Fund Ii, Inc. 5
Nantahala Capital Management, LLC 5
Taylor Securities Services, Inc. 5
Blackrock Strategic Municipal Trust 5
EMWIX - Investment Managers Series Trust II - The Diplomat Fund 5
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF 5
Emerge ETF Trust - Emerge EMPWR Sustainable Emerging Markets Equity ETF 5
Emerge ETF Trust - Emerge EMPWR Sustainable Dividend Equity ETF 5
UPWD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Social Advancement ETF 5
Arizona PSPRS Trust 5
Blackrock Long-term Municipal Advantage Trust 5
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 5
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 5
Lazard Freres Gestion S.A.S. 5
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares 5
Tabor Asset Management, LP 5
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jul (I) Class 3 5
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Jul (I) Class 3 5
Blackrock Munienhanced Fund, Inc. 5
JSMFX - JANUS INVESTMENT FUND - Janus Henderson Sustainable Multi-Asset Allocation Fund Class D 5
MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF 5
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 5
DUDE - Alpha Architect ETF Trust - Merlyn.AI SectorSurfer Momentum ETF 5
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf 5
Principal Real Estate Income Fund 5
Deutsche Global High Income Fund, Inc. 5
VCAR - Simplify Exchange Traded Funds - Simplify Volt RoboCar Disruption and Tech ETF 5
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares 5
APHEX - ARTISAN PARTNERS FUNDS INC - Artisan Sustainable Emerging Markets Fund Institutional Shares 5
Redwood Family Wealth LLC 5
Dreyfus Institutional Reserves Funds 5
VTRN - Victory Portfolios II - VictoryShares Top Veteran Employers ETF 5
Bizma Investimentos Ltda 5
Jana Partners Llc 5
EQ ADVISORS TRUST - 1290 VT Energy Portfolio Class K 5
Oppenheimer Global Fund 5
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 5
Ivy High Income Opportunities Fund 5
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 5
Cannell Capital Llc 5
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 5
Eaton Vance National Municipal Opportunities Trust 5
TYPHX - Starboard Investment Trust - Typhon Tactical Managed Futures Strategy Fund 5
EZU - iShares, Inc. - iShares MSCI Eurozone ETF 5
RWQ Financial Management Services, Inc. 5
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Apr (I) Class 3 5
Western Reserve Capital Management, LLC 5
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Apr (I) Class 3 5
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 5
Eaton Vance Enhanced Equity Income Fund 5
PeakShares LLC 5
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 5
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 5
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 5
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 5
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity 5
Forum Private Client Group LLC 5
Fidelity Money Market Trust 5
Marketocracy Funds 5
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 5
DWFI - SPDR SERIES TRUST - SPDR Dorsey Wright Fixed Income Allocation ETF 5
Waystone Advisors Llc 5
Advocate Group Llc 5
Nicollet Investment Management, Inc. 5
Momentum Advisors, LLC 5
WMTCX - WELLS FARGO FUNDS TRUST - Wells Fargo Minnesota Tax-Free Fund Class C 5
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 5
Granby Capital Management, LLC 5
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 5
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio 5
AVMUX - AMERICAN CENTURY ETF TRUST - Avantis Core Municipal Fixed Income Fund Institutional Class 5
Pegasus Asset Management, Inc. 5
DIVY - Tidal ETF Trust - Sound Equity Income ETF 5
Mosaic Advisors LLC 5
ESG Planning 5
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 5
PIMCO Flexible Emerging Markets Income Fund 5
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Jan (I) Class 3 5
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (I) Class 3 5
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I 5
Permit Capital Advisors, LLC 5
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 5
Asset Management Resources, LLC 5
Client First Capital LLC 5
Main Management ETF Advisors, LLC 5
Performa Ltd (US), LLC 5
EFGAX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class A 5
DUTCH ASSET Corp 5
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 5
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 5
Maj Invest Holding A/S 5
Cognios Beta Neutral Large Cap Fund, Lp 5
Platt Wealth Management LLC 5
Locust Wood Capital Advisers, Llc 5
Causeway Etmf Trust 5
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 5
Midwest Financial Partners Investments, Inc. 5
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 5
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 5
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 5
Gantzert Investment Co Llc /adv 5
Emerson Wealth Management, LLC 5
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 5
Mirsky Financial Management Corp. 5
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF 5
Birch Run Capital Advisors, LP 5
jvl associates llc 5
Horiko Capital Management Llc 5
Public Investment Fund 5
VBB - Valkyrie ETF Trust II - Valkyrie Balance Sheet Opportunities ETF 5
AAAOX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2020 Portfolio I Class 5
AABKX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2025 Portfolio I Class 5
AAEWX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2030 Portfolio I Class 5
AACQX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2035 Portfolio R6 Class 5
Palmer Knight Co 5
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 5
Act Two Investors Llc 5
GPIFX - GPS Funds II - GuidePath(R) Flexible Income Allocation Fund Service Shares 5
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares 5
GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 5
Nishkama Capital, LLC 5
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 5
JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 4
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 4
IEMAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Emerging Markets Select Equity Fund Class A 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 4
IAOPX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Opportunities Fund Class A 4
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 4
FRN - Invesco Exchange-Traded Fund Trust II - Invesco Frontier Markets ETF 4
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 4
LVL - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Dividend Opportunities Index ETF 4
UEPIX - Profunds - Europe 30 Profund Investor Class 4
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF 4
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares 4
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 4
WFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Asia Pacific Fund Class A 4
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 4
SSEMX - SSGA FUNDS - State Street Defensive Emerging Markets Equity Fund Class N 4
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 4
STFGX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Growth Fund 4
VISEX - VALIC Co II - International Opportunities Fund 4
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 4
JTRAX - John Hancock Funds II - Disciplined Alternative Yield Fund Class NAV 4
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 4
HBAAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD MODERATE ALLOCATION FUND Class A 4
Larch Capital Partners Llc 4
HRAAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD GROWTH ALLOCATION FUND Class A 4
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 4
MFLX - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Municipal CEF Income Opportunity ETF 4
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF 4
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 4
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class 4
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 4
GQETX - GMO TRUST - GMO Quality Fund Class III 4
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 4
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 4
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 4
NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Large Cap Fund Class I 4
AGT - iSHARES TRUST - iShares MSCI Argentina and Global Exposure ETF 4
GLBY - WisdomTree Trust - WisdomTree Yield Enhanced Global Aggregate Bond Fund N/A 4
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF 4
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 4
NUIAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara International Dividend Growth Fund Class A 4
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 4
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 4
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 4
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 4
EWP - iShares, Inc. - iShares MSCI Spain ETF 4
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 4
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 4
APSAX - Columbia Funds Series Trust II - Columbia Inflation Protected Securities Fund Class A 4
EFAS - Global X Funds - Global X MSCI SuperDividend EAFE ETF 4
EMFM - Global X Funds - Global X MSCI Next Emerging & Frontier ETF 4
ARGT - Global X Funds - Global X MSCI Argentina ETF 4
BSAE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 USD Emerging Markets Debt ETF 4
SFLAX - SunAmerica Specialty Series - AIG Focused Alpha Large-Cap Fund Class A 4
DVYE - iShares, Inc. - iShares Emerging Markets Dividend ETF 4
LEMB - iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF 4
DVYA - iShares, Inc. - iShares Asia/Pacific Dividend ETF 4
GOVI - Invesco Exchange-Traded Fund Trust II - Invesco 1-30 Laddered Treasury ETF 4
THMBX - THRIVENT MUTUAL FUNDS - Thrivent High Income Municipal Bond Fund Class S 4
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class 4
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 4
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 4
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 4
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares 4
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 4
RPICX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Disciplined Equity Fund 4
DPEMX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio DPT CLASS 4
DPDEX - DELAWARE POOLED TRUST - Macquarie Large Cap Value Portfolio DPT CLASS 4
PRESX - T. Rowe Price International Funds, Inc. - T. Rowe Price European Stock Fund 4
Prudent Investors Network 4
Pavion Blue Capital, LLC 4
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES 4
Stone Wealth Partners 4
MAAX - VanEck Vectors ETF Trust - VanEck Vectors Municipal Allocation ETF 4
Truefg, Llc 4
TNXIX - 1290 Funds - 1290 Retirement 2060 Fund Class I 4
Avalon Advisory Group 4
Nationwide Asset Management LLC 4
JTQAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG International Equity Fund Class A 4
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 4
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 4
HAIGX - HARBOR FUNDS - Harbor International Growth Fund Institutional Class 4
HASOX - HARBOR FUNDS - Harbor Small Cap Growth Opportunities Fund Institutional Class 4
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 4
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 4
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A 4
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 4
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund 4
FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund 4
POGSX - Oak Associates Funds - Pin Oak Equity Fund 4
Jeereddi Investments, LP 4
WOGSX - Oak Associates Funds - White Oak Select Growth Fund 4
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 4
Affinia Financial Group, Llc 4
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 4
Crake Asset Management LLP 4
WLTH Capital Management, LLC 4
GSIEX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity ESG Fund Institutional 4
PBSAX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-2 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 4
Tarsadia Capital, LLC 4
TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2 4
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 4
Atlas Principals, LLC 4
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 4
DGEAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Global Emerging Markets Fund Class A 4
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund 4
NWLEX - NATIONWIDE MUTUAL FUNDS - Nationwide Long/Short Equity Fund Class A 4
NWXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Emerging Markets Debt Fund Class A 4
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 4
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard 4
CAMGX - Advisors' Inner Circle Fund - Cambiar Global Equity Fund Investor Class Shares 4
FIOBX - DELAWARE GROUP EQUITY FUNDS IV - Delaware International Opportunities Bond Fund Class A 4
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A 4
FIISX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Global Equity Fund Class A 4
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 4
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 4
Putnam Funds Trust - Putnam Equity Spectrum Fund Class M 4
Putnam Funds Trust - Putnam Capital Spectrum Fund Class A 4
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 4
NMLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Style Premia Fund Class A 4
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 4
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 4
Putnam Funds Trust - Putnam Equity Spectrum Fund Class R 4
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 4
HOTFX - FundX Investment Trust - FundX Aggressive Upgrader Fund 4
SDDMX - BERNSTEIN SANFORD C FUND INC - Short Duration Diversified Municipal Portfolio 4
FUNDX - FundX Investment Trust - FundX Upgrader Fund 4
SCTTX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay C Portfolio Class 2 4
SNTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay N Portfolio Class 1 4
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 4
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares 4
BNY MELLON VARIABLE INVESTMENT FUND - International Value Portfolio - Initial Shares 4
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class 4
SIESX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional International Equity Fund Service Class 4
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 4
Wealthsimple US, Ltd. 4
ZGBR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive United Kingdom ETF 4
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 4
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 4
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 4
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 4
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A 4
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A 4
OAKWX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Select Fund Investor Class 4
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class 4
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 4
HXBIX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Tax-Exempt Bond Fund Class I 4
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 4
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 4
WBIE - Absolute Shares Trust - WBI BullBear Rising Income 3000 ETF 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement Emerging Markets Equity Portfolio Service Shares 4
CSFOX - FORUM FUNDS II - Caravan Frontier Markets Opportunities Fund Supra Institutional Shares 4
Profunds - Profund Vp Europe 30 4
LKINX - LKCM Funds - LKCM INTERNATIONAL EQUITY FUND LKCM International Equity Fund 4
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 4
BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International 4
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares 4
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I 4
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets VIT Fund Class I Shares 4
RIOIX - RBC FUNDS TRUST - RBC International Opportunities Fund Class I 4
GLLIX - Managed Portfolio Series - Great Lakes Large Cap Value Fund Institutional Class Shares 4
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 4
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 4
MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio 4
ICNCX - ICON FUNDS - ICON Fund Class C 4
IOCCX - ICON FUNDS - ICON Risk-Managed Balanced Fund Class C 4
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 4
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 4
PQSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Value Fund Class A 4
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A 4
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 4
NEARX - US GLOBAL INVESTORS FUNDS - Near-Term Tax Free Fund 4
LZOEX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Portfolio Open Shares 4
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares 4
IEVIX - LAZARD FUNDS INC - Lazard International Equity Value Portfolio Institutional Shares 4
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares 4
RQEAX - NORTHERN LIGHTS FUND TRUST III - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares 4
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 4
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class 4
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares 4
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 4
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 4
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund 4
TBGVX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund 4
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund 4
BGICF2 - BAILLIE GIFFORD FUNDS - Baillie Gifford International All Cap Fund Class 2 4
BGITX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Alpha Fund Class 2 4
AMFIX - ASSET MANAGEMENT FUND - AAMA Income Fund 4
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund 4
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 4
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 4
ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I 4
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund 4
DCMEX - FundVantage Trust - DuPont Capital Emerging Markets Fund Class I 4
EICVX - FundVantage Trust - EIC Value Fund Class A 4
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class 4
WBELX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Leaders Fund Class I 4
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 4
SDMGX - SIT MUTUAL FUNDS INC - Sit Developing Markets Growth Fund 4
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 4
Axonic Funds - Axonic Strategic Income Fund Class I Shares 4
EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A 4
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A 4
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 4
CCOR - Listed Funds Trust - Core Alternative ETF 4
EXNTX - MANNING & NAPIER FUND, INC. - New York Tax Exempt Series Class A 4
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares 4
MEFOX - Ultimus Managers Trust - Meehan Focus Fund 4
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 4
VVMIX - Managed Portfolio Series - Securian AM Dynamic Managed Volatility Fund Institutional Class Shares 4
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 4
Koenig Investment Advisory, LLC 4
NSMVX - NORTHERN LIGHTS FUND TRUST II - North Star Micro Cap Fund Class I Shares 4
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 4
ICDBX - IVY FUNDS - Ivy Pzena International Value Fund Class B 4
QAWSX - Ultimus Managers Trust - Q3 ALL-WEATHER SECTOR ROTATION FUND Investor Class 4
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 4
CWVGX - CALVERT WORLD VALUES FUND INC - Calvert International Equity Fund Class A 4
HCBSX - Hc Capital Trust - The Intermediate Term Municipal Bond Ii Portfolio Hc Strategic Shares 4
SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares 4
HCASX - HC CAPITAL TRUST - The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio HC Strategic Shares 4
HCPBX - HC CAPITAL TRUST - The Inflation Protected Securities Portfolio HC Strategic Shares 4
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class 4
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2 4
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class 4
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 4
DXGE - WisdomTree Trust - WisdomTree Germany Hedged Equity Fund N/A 4
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A 4
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 4
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A 4
FKU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust United Kingdom AlphaDEX Fund 4
FPA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Asia Pacific ex-Japan AlphaDEX Fund 4
FBZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Brazil AlphaDEX Fund 4
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 4
Oasis Management Co Ltd. 4
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 4
DALI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright DALI 1 ETF 4
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares 4
WMS Group LLC 4
FOOLX - RBB FUND, INC. - MFAM Global Opportunities Fund Investor Shares 4
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
Timberline Asset Management LLC 4
PDMIX - PIMCO FUNDS - PIMCO GNMA and Government Securities Fund Institutional 4
PIMCO FUNDS - PIMCO Municipal Portfolio 4
Echo Point Investment Management, LLC 4
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 4
Woodburn R Robert Jr 4
MCRDX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA CREDIT OPPORTUNITIES FUND Investor Class Shares 4
Wright Private Asset Management 4
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF 4
MWFQX - MAINSTAY FUNDS TRUST - MainStay Equity ETF Allocation Fund Class R3 4
IDJAX - Voya VARIABLE PORTFOLIOS INC - Voya Euro STOXX 50(R) Index Portfolio Class ADV 4
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 4
GEFAX - Northern Lights Fund Trust - CMG Mauldin Core Fund Class A Shares 4
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund 4
SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund 4
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 4
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N 4
WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares 4
Brighthouse Funds Trust I - Harris Oakmark International Portfolio Class A 4
CCLA Investment Management Ltd 4
Daniels&Tansey,LLP 4
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 4
CRTBX - PFS FUNDS - Conquer Risk Tactical Rotation Fund 4
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 4
Northern Lights Fund Trust - Power Dividend Mid-Cap Index Fund Class A 4
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 4
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 4
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class 4
QERIX - AQR Funds - AQR Emerging Relaxed Constraint Equity Fund Class I 4
Codex Capital, L.L.C. 4
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 4
TDSB - Exchange Listed Funds Trust - Cabana Target Drawdown 7 ETF 4
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares 4
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 4
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 4
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 4
RCEMX - Rimrock Funds Trust - Rimrock Emerging Markets Corporate Credit Fund 4
Windward Private Wealth Management Inc. 4
ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class 4
IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay International Equity Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 4
Unison Asset Management LLC 4
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 4
GWMEX - AMG FUNDS - AMG GW&K Municipal Enhanced Yield Fund Class I 4
Greenhouse Wealth Management, LLC 4
Connolly Sarah T. 4
Ironwood Wealth Management, Inc. 4
Infini Master Fund 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3 4
Rempart Asset Management Inc. 4
AAFCPAs Wealth Management, LLC 4
Flat Footed LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 4
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 4
Simplify Asset Management Inc. 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Value Series Class A 4
BCK Partners, Inc. 4
WEAIX - Teton Westwood Funds - Teton Westwood Intermediate Bond Fund Class A 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2 4
Wealthgate Family Office, LLC 4
Ascendant Capital Management, LLC 4
Socorro Asset Management LP 4
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 4
Brighton Securities Corp. 4
WATWX - WANGER ADVISORS TRUST - Wanger Select 4
ARTKX - ARTISAN PARTNERS FUNDS INC - Artisan International Value Fund Investor Shares 4
EQ ADVISORS TRUST - EQ/Invesco International Growth Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Lazard Emerging Markets Equity Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 4
Mufg Securities (canada), Ltd. 4
EQ ADVISORS TRUST - All Asset Growth-Alt 20 Portfolio Class IA 4
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 4
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 4
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco US Large Cap Core ESG ETF 4
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 4
EKVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Pennsylvania Tax-Free Fund Class A 4
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 4
Syntax Advisors, Llc 4
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 4
QRSVX - BRAGG CAPITAL TRUST - FPA Queens Road Small Cap Value Fund Investor Class 4
SIVSX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - STATE STREET INTERNATIONAL VALUE SPOTLIGHT FUND Class K 4
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P 4
SRTGX - SMA RELATIONSHIP TRUST - Series G 4
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund 4
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 4
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 4
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 4
EEMGX - MFS SERIES TRUST VII - MFS Emerging Markets Equity Research Fund R4 4
AAAFX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2015 Portfolio Investor Class 4
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 4
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 4
Laurus Investment Counsel Inc. 4
Whitcomb & Hess, Inc. 4
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 4
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 4
KAIBX - Ultimus Managers Trust - KARNER BLUE BIODIVERSITY IMPACT FUND Butterfly Class 4
BIADX - Brown Advisory Funds - Brown Advisory Equity Income Fund Investor Shares 4
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 4
WTMCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Mid Cap Value Dividend Fund -Retail Class 4
WTCOX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Colorado Tax Free Fund -Retail Class 4
Oakhurst Advisors,LLC 4
QGITX - Advisors Preferred Trust - Quantified Government Income Tactical Fund Investor Class Shares 4
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 4
Atw Spac Management Llc 4
Sante Capital Fund, LP 4
QFVOX - Pear Tree Funds - Pear Tree Polaris Foreign Value Fund Ordinary Shares 4
OEQIX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class I 4
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 4
JAIUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Conservative Portfolio NAV 4
JAIVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Moderate Portfolio NAV 4
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 4
JAIZX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Growth Portfolio NAV 4
JAIYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Balanced Portfolio NAV 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB 4
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 4
SHDIX - AMERICAN BEACON FUNDS - American Beacon Shapiro SMID Cap Equity Fund Institutional Class 4
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class 4
blooom, inc. 4
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 4
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 4
IBTL - iSHARES TRUST - iShares iBonds Dec 2031 Term Treasury ETF 4
BTCFX - PROFUNDS - Bitcoin Strategy ProFund Investor Class 4
Advanced Series Trust - Ast Mid-cap Growth Portfolio 4
Advanced Series Trust - Ast Mfs Global Equity Portfolio 4
Roberts Wealth Advisors, LLC 4
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 4
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A 4
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 4
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 4
UEMPX - UBS FUNDS - UBS Emerging Markets Equity Opportunity Fund CLASS P 4
BCEMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact Emerging Markets Fund 4
CNRYX - Investment Managers Series Trust II - Sunbridge Capital Emerging Markets Fund Institutional Class 4
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 4
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 4
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 4
JOHIX - JOHCM Funds Trust - JOHCM International Select Fund Institutional Shares 4
BIIEX - BRANDES INVESTMENT TRUST - Brandes International Equity Fund Class I 4
BSCAX - BRANDES INVESTMENT TRUST - Brandes Small Cap Value Fund Class A 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 4
JHMB - John Hancock Exchange-Traded Fund Trust - John Hancock Mortgage-Backed Securities ETF 4
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 4
Jnl Series Trust - Jnl/crescent High Income Fund (a) 4
Lake Hills Wealth Management, LLC 4
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) 4
JNL SERIES TRUST - JNL/Oppenheimer Emerging Markets Innovator Fund (A) 4
FGTZX - Franklin Fund Allocator Series - Franklin Growth Allocation Fund Advisor Class 4
Linker Capital Management Inc. 4
FTRTX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2025 Retirement Target Fund CLASS A 4
FLRZX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class 4
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 4
FLRMX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2020 Retirement Target Fund Class A 4
FTCZX - Franklin Fund Allocator Series - Franklin Conservative Allocation Fund Advisor Class 4
FTRCX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2035 Retirement Target Fund CLASS C 4
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 4
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2015 Fund Class A 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2020 Fund Class Y 4
AMKAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Moderate Allocation Fund Class A 4
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 4
OLIO Financial Planning 4
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund 4
Keene & Associates, Inc. 4
Blodgett Wealth Advisors, Llc 4
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 4
Gouws Capital LLC 4
Flower City Capital 4
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A 4
BRLIX - BRIDGEWAY FUNDS INC - Blue Chip Fund Class N 4
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio 4
Fell Capital Management /adv 4
Lloyd Park, LLC 4
CLSHX - ADVISORONE FUNDS - CLS Shelter Fund Class N 4
Master Basic Value Llc 4
Ghe, Llc 4
SWM Advisors 4
Union Square Park Capital Management, LLC 4
First Interstate Bancsystem Inc 4
Franklin Mutual Recovery Fund 4
Dreyfus Municipal Money Market Fund, Inc. 4
Cottonwood Mutual Funds 4
McBroom & Associates, LLC 4
Davlin Philanthropic Funds 4
SIG North Trading, ULC 4
Western Asset Emerging Markets Income Fund Inc. 4
Deutsche High Income Trust 4
Western Asset Worldwide Income Fund Inc. 4
Kimberlite Investment Trust 4
CV Advisors LLC 4
Carronade Capital Management, LP 4
Bleichroeder LP 4
Planning Center, Inc. 4
Wesleyan Assurance Society 4
Gq Asset Management, Llc 4
Metatron Capital SICAV plc 4
Upper Left Wealth Management, LLC 4
FourWorld Capital Management LLC 4
Perry Creek Capital Lp 4
O'Brien Greene & Co. Inc 4
Forbes Financial Planning, Inc. 4
Callodine Capital Management, LP 4
Parian Global Management LP 4
Capital Asset Managemnet, LLC 4
BXEIX - MassMutual Advantage Funds - MassMutual Emerging Markets Debt Blended Total Return Fund Class I 4
RP Investment Advisors LP 4
Pactiv General Employee Benefit Trust 4
Meteora Capital, LLC 4
Northern Lights Fund Trust - PFG Janus Henderson(R) Balanced Strategy Class R Shares 4
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 4
AltraVue Capital, LLC 4
Elm Partners Management LLC 4
Personal Financial Consultants Inc /adv 4
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares 4
DFNM - Dimensional ETF Trust - Dimensional National Municipal Bond ETF 4
DFIP - Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF 4
Coury Firm Asset Management LLC 4
Atlas Financial Advisors, Inc. 4
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class 4
Connors Funds - Connors Hedged Equity Fund Institutional Class 4
Ruane, Cunniff & Goldfarb L.P. 4
SVXFX - Smead Funds Trust - Smead International Value Fund Class I1 4
Roof Advisory Group, Inc. 4
Walter Public Investments Inc. 4
Exor Capital LLP 4
Integrity Advisory, LLC 4
Adamcapital Gestao De Recursos Ltda. 4
Sarissa Consulting Llc 4
Athena Investment Management 4
Elkhorn Partners Limited Partnership 4
Thames Capital Management Llc 4
AGGH - Simplify Exchange Traded Funds - Simplify Aggregate Bond PLUS Credit Hedge ETF 4
Alphinity Investment Management Pty Ltd 4
Mokosak Advisory Group, LLC 4
ROCI - EA Series Trust - ROC ETF 4
Ai Financial Services Llc 4
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 4
Worm Capital, Llc 4
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund 4
Baugh & Associates, LLC 4
Biechele Royce Advisors 4
Smh Capital Advisors Inc 4
Morgan Creek Series Trust 4
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF 4
PSTEX - Managed Portfolio Series - Principal Street Short Term Municipal Fund Investor Class 4
FMIJX - FMI FUNDS INC - International Fund Investor Class 4
Miller Wealth Advisors, Llc 4
Ellsworth Growth & Income Fund Ltd 4
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 4
WEHIX - WEITZ FUNDS - Hickory Fund 4
Infini Capital Management Ltd 4
Steben Alternative Investment Funds 4
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 4
TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged 4
Versus Capital Multi-manager Real Estate Income Fund Llc 4
Montchanin Asset Management, Llc 4
Deutsche High Income Opportunities Fund, Inc. 4
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6 4
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 4
HCMAX - HILLMAN CAPITAL MANAGEMENT INVESTMENT TRUST - Hillman Value Fund No Load Shares 4
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 4
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 4
IBTM - iSHARES TRUST - iShares iBonds Dec 2032 Term Treasury ETF 4
Nuveen Build America Bond Fund 4
AHOY - Tidal ETF Trust - Newday Ocean Health ETF 4
HSIDX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable International Core Fund Class SDR 4
BUFQ - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs 4
Bancroft Fund Ltd 4
Century Capital Management Trust 4
Cg Funds Trust 4
Tcw Alternative Funds 4
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell 4
HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class 4
Blackrock Munivest Fund Ii, Inc. 4
Ab Fixed Income Shares Inc 4
HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF 4
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 4
Blackrock Muniholdings Quality Fund, Inc. 4
Crescent Sterling, Ltd. 4
FinDec Wealth Services, Inc. 4
Advent Claymore Convertible Securities & Income Fund Ii 4
Systrade AG 4
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 4
Multisector Income Portfolio 4
Short Duration High Income Portfolio - Short Duration High Income Portfolio 4
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares 4
General Government Securities Money Market Funds Inc 4
General New Jersey Municipal Money Market Fund, Inc 4
SDIVX - Stock Dividend Fund, Inc. - Stock Dividend Fund, Inc. 4
GOODX - GoodHaven Funds Trust - GoodHaven Fund 4
Riverview Capital Advisers, LLC 4
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 4
TARKX - Clark Fork Trust - Tarkio Fund 4
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund 4
WealthSpring Partners, LLC 4
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 4
Ellerson Group Inc /adv 4
Marmo Financial Group, LLC 4
Pioneer Floating Rate Trust 4
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares 4
Lwmg, Llc 4
Pnc Advantage Funds 4
WS Portfolio Advisory, LLC 4
Wealth Care LLC 4
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 4
Compass Rose Asset Management, LP 4
Parker Financial LLC 4
CGMRX - CGM TRUST - CGM Realty Fund 4
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 4
Korea Fund Inc 4
Stonebridge Advisors Llc 4
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 4
Pfm Funds 4
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 4
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 4
WCMWX - Investment Managers Series Trust - WCM Focused Emerging Markets ex China Fund Institutional Class 4
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares 4
Zazove Convertible Securities Fund Inc 4
Heritage Wealth Management, Inc./Texas 4
Pimco New York Municipal Income Fund Iii 4
Popular Income Plus Fund, Inc. - Popular Income Plus Fund Class C Shares 4
PIMCO Flexible Real Estate Income Fund 4
COIDX - IDX Funds - IDX Commodity Opportunities Fund Institutional Class Shares 4
Crystalline Management Inc. 4
Morgan Stanley Emerging Markets Fund Inc 4
STXE - EA Series Trust - Strive Emerging Markets Ex-China ETF 4
Eaton Vance Enhanced Equity Income Fund Ii 4
Gamco Global Gold, Natural Resources & Income Trust 4
Pioneer Wealth Management Group 4
LALT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Strategy Alternative ETF 4
Gamco Natural Resources, Gold & Income Trust 4
CENTAUR MUTUAL FUNDS TRUST - Copley Fund 4
Financial Designs Corp 4
Vanderbilt University 4
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 4
Tcg Financial Series Trust I 4
Walker Financial Services, Inc. 4
Tcg Financial Series Trust Vii 4
Eaton Vance Floating-rate 2022 Target Term Trust 4
Gabelli Global Small & Mid Cap Value Trust 4
Nuveen Nasdaq 100 Dynamic Overwrite Fund 4
Nuveen Credit Opportunities 2022 Target Term Fund 4
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 4
Harvest Investment Advisors, LLC 4
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 4
Dreyfus Treasury & Agency Cash Management 4
Blackrock Muniyield New York Quality Fund, Inc. 4
Blackrock New York Municipal Income Trust 4
Blackrock Muniholdings Quality Fund Ii, Inc. 4
Blackrock Taxable Municipal Bond Trust 4
Blackrock Municipal 2030 Target Term Trust 4
BIGB - Listed Funds Trust - Roundhill Big Bank ETF Roundhill BIG Bank ETF 4
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 4
Oppenheimer Main Street All Cap Fund 4
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 4
Oppenheimer Government Cash Reserves 4
Oppenheimer Government Money Market Fund 4
Blackrock Municipal Income Quality Trust 4
EMM - Global X Funds - Global X Emerging Markets ETF 4
Blackrock Muniholdings New York Quality Fund, Inc. 4
UFIV - RBB FUND, INC. - US Treasury 5 Year Note ETF 4
Hudson Canyon Capital Management 4
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 4
Putnam Global Utilities Fund 4
Putnam Global Natural Resources Fund 4
Voya Senior Income Fund 4
Bmo Lgm Frontier Markets Equity Fund 4
FTNYX - Voyageur Mutual Funds - Delaware Tax-free New York Fund Class A 4
Cosner Financial Group, LLC 4
Calvert Management Series - Calvert Emerging Markets Focused Growth Fund Class R6 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Local Multi-Sector Account Portfolio 4
WPSMX - WP Trust - WP Smaller Companies Income Plus Fund Institutional Class Shares 4
Gfs Private Wealth, Llc 4
Bredin Investment Llc 4
Meritas Wealth Management, LLC 4
Dechtman Wealth Management, LLC 4
Broadleaf Partners, LLC 4
IBTO - iSHARES TRUST - iShares iBonds Dec 2033 Term Treasury ETF 4
Schoolcraft Capital LLC 4
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 4
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 4
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF 4
Woodbridge CO LTD 4
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 4
Blankinship & Foster, LLC 4
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class 4
Hazelview Securities Inc. 4
Savoie Capital LLC 4
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 4
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 4
Alexander Randolph Advisory Inc 4
CGSM - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF Share Class 4
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 4
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class 4
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares 4
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF 4
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF 4
Ursa Fund Management, LLC 4
MGOV - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Government Opportunities ETF 4
Eldred Rock Partners, LLC 4
Florence Capital Advisors, LLC 4
Capstone Capital Wealth Advisors 4
Fondren Management LP 4
Boulder Growth & Income Fund 4
Vivid Wealth Management, LLC 4
Dumac, Inc. 4
Sanoor Capital Management LP 4
Seafarer Capital Partners, LLC 4
Dupree Financial Group, LLC 4
Stephenson & Company, Inc. 4
Berry Wealth Group, LP 4
Summa Corp. 4
Glen Point Capital LLP 4
Prairieview Wealth Partners, Llc 4
Clarity Capital Advisors, LLC 4
Pachira Investments Inc. 4
FMA Wealth Management, LLC 4
Chesapeake Capital Corp /il/ 4
CNO Financial Group, Inc. 4
Hansen & Associates Financial Group, Inc. 4
CGOV Asset Management 4
Avanda Investment Management Pte. Ltd. 4
Amida Capital Management II, LLC 4
Hatteras Alternative Mutual Funds, LLC 4
Lebenthal Wealth Advisors, LLC 4
Artha Capital Management, Inc. 4
Bankers Trust Co Of South Dakota 4
Allen Wealth Management, Llc 4
Chaney Capital Management, Inc. 4
Slotnik Capital, LLC 4
University of Illinois Foundation 4
ADAR Investment Management LP 4
Qs Legg Mason Global Asset Allocation, Llc 4
White River Investment Partners, LLC 4
Optimist Retirement Group LLC 4
Northwestern Mutual Life Insurance Co 4
Fiduciary Asset Management Llc 4
JPB Foundation 4
Cascabel Management LP 4
BINV - 2023 ETF Series Trust - Brandes International ETF 4
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 4
Forthright Family Wealth Advisory LLC 4
Raptor Capital Management Lp 4
PRAE - NORTHERN LIGHTS FUND TRUST III - PlanRock Alternative Growth ETF 4
Swp Financial Llc 4
Axa Financial Inc 4
Global Alpha Capital Management Ltd. 4
Seneca Capital Investments, L.p. 4
Smithwood Advisers, L.P. 4
Eliot Finkel Investment Counsel, LLC 4
Billings Capital Management, Llc 4
DLK Investment Management, LLC 4
Tairen Capital Ltd 4
Cascade Wealth Advisors, Inc 4
Tidal Trust II - Defiance Treasury Alternative Yield ETF 4
Edmond De Rothschild Private Merchant Banking Llp 4
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 4
SkyTop Capital Management LLC 4
Thrax Management, LLC 4
Emerging Global Advisors, LLC 4
Sandell Asset Management Corp 4
EMS Capital LP 4
Summerhill Capital Management lnc. 4
Bright Financial Advisors, Inc. 4
Wedgewood Partners Inc 4
Envoi LLC 4
Conatus Capital Management LP 4
Kirtland Hills Capital Management, Llc 4
12th Street Asset Management Company, LLC 4
Bellevue Group AG 4
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1959F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1960F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1956F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1958F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1953M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1957F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1954F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1953F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1954M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1952M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1952F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1948M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1950F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1951M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1948F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1949F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1950M 4
STONE RIDGE TRUST - LIFEX Income Fund 1963M 4
STONE RIDGE TRUST - LIFEX Income Fund 1960F 4
STONE RIDGE TRUST - LIFEX Income Fund 1963F 4
STONE RIDGE TRUST - LIFEX Income Fund 1961F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1961F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1955M 4
STONE RIDGE TRUST - LIFEX Income Fund 1962F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1955F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1949M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1951F 4
Rockingstone Advisors LLC 4
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF 4
HGI Capital Management, LLC 4
Prudence Asset Management Ltd 4
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF 4
MSSS - Northern Lights Fund Trust IV - Monarch Select Subsector Index ETF 4
Town Capital LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century International Fund Service Class 4
Alta Fundamental Advisers LLC 4
Hansberger Growth Investors, Lp 4
Rovida Advisors Inc. 4
ISRYX - AB CAP FUND, INC. - AB International Low Volatility Equity Portfolio Advisor Class 4
Parus Finance SA 4
Shanda Payment Holdings Ltd. 4
Ariose Capital Management Ltd 4
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 4
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z 4
IBMS - iSHARES TRUST - iShares iBonds Dec 2030 Term Muni Bond ETF 4
Martel Wealth Advisors Inc 4
BluePointe Capital Management, LLC 4
Investment Counsel Inc. 4
ILOW - AB Active ETFs, Inc. - AB International Low Volatility Equity ETF 4
Causey Wealth LLC 4
Talkot Capital, LLC 4
Bracebridge Capital, LLC 4
Mission Hills Financial Advisory, LLC 4
Global Strategic Management Inc 4
Weitz Investment Management, Inc. 4
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB 4
STONE RIDGE TRUST - Stone Ridge 2059 Inflation-Protected Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2051 Inflation-Protected Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2061 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2056 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2055 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2050 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2057 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2052 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2049 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2060 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2054 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2053 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2059 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2051 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2061 Inflation-Protected Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2058 Longevity Income ETF 4
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 4
FFG Partners, LLC 4
Tirschwell & Loewy Inc 4
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 4
Peg Capital Management Inc /nh/ 4
DFA INVESTMENT TRUST CO - The DFA Short Term Investment Fund 4
Acadia Trust Na 4
RGEF - Tidal Trust III - Rockefeller Global Equity ETF 4
Envision Financial LLC 4
Floyd Financial Group Llc 4
Define Financial, Llc 4
BFI Infinity Ltd. 4
Convergent Wealth Advisors 4
JBGlobal.com LLC 4
Finley Financial, LLC 4
JDH Wealth Management, LLC 4
Hahn Capital Management Llc 4
Baring Financial LLC 4
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 4
MYCM - SSGA Active Trust - SPDR SSGA My2033 Corporate Bond ETF 4
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 4
BlackRock ETF Trust - BlackRock International Dividend ETF 4
BUFY - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Vest Laddered International Moderate Buffer ETF 4
TB Alternative Assets Ltd. 4
Jabodon Pt Co 4
Panoramic Capital Partners, LLC 4
Guinness Asset Management LTD 4
David Wealth Management LLC 4
Park Capital Management, LLC / WI 4
Palacios Wealth Management, LLC 4
Garcia Hamilton & Associates Lp/de 4
Next Level Wealth Planning, LLC 4
TigerOak Management, L.L.C. 4
TD Ameritrade Trust Co 4
Emery Howard Portfolio Management, Inc. 4
Stanich Group LLC 4
Prime Buchholz LLC 4
Legacy Wealth Management, Inc 4
Fairway Financial, LLC 4
Compass Planning Associates Inc 4
Tiger Eye Capital LLC 4
Windhaven Investment Management, Inc. 4
Think Investments LP 4
Bradyco, Inc. 4
GeoSphere Capital Management 4
William Harris Investors Inc 4
Stanley Capital Management, LLC 4
Gallagher Capital Advisors, LLC 4
Miller Financial Services LLC 4
M. Kraus & Co 4
Trinity Street Asset Management LLP 4
Integras Partners LLC 4
Profit Investment Management, LLC 4
Birnam Oak Advisors, LP 4
Generali Investments, Management Co LLC 4
Foundation Resource Management Inc 4
Garland Capital Management Inc 4
Bonness Enterprises Inc 4
Packer & Co Ltd 4
Foundation Wealth Management, LLC\PA 4
Hamlin Capital Management, LLC 4
Penn Davis Mcfarland Inc 4
SwitchPoint Financial Planning, LLC 4
Fcm Investments/tx 4
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv 4
Bennicas & Associates, Inc. 4
Daniel Devine & Co 4
DKM Wealth Management, Inc. 4
Arrow Capital Pty Ltd 4
St. James Investment Company, LLC 4
Strategic Point Investment Advisors, LLC 4
Long Road Investment Counsel, LLC 4
FT Options LLC 4
Finward Bancorp 4
Aspire Growth Partners LLC 4
Somerset Capital Management LLP 4
Metropolitan Capital Advisors Inc 4
Bastion Asset Management Inc. 4
Invesco Private Capital, Inc. 4
Broadmark Asset Management Llc 4
Victrix Investment Advisors 4
KDT Advisors, LLC 4
Banque de Luxembourg S.A. 4
Selz Capital LLC 4
Huntington Steele LLC 4
Bright Rock Capital Management, Llc 4
Ames National Corp 4
Shelter Ins Retirement Plan 4
Vega Investment Solutions 4
Focused Investors LLC 4
Gf Fund Management Co. Ltd. 4
Comgest Global Investors S.a.s. 4
Aurdan Capital Management, LLC 4
FEMR - FIDELITY COVINGTON TRUST - Fidelity Enhanced Emerging Markets ETF 4
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 4
Bourne Lent Asset Management Inc 4
Canerector Inc 4
Excelsia, Inc. 4
Rhenman & Partners Asset Management AB 4
Gross & Hartman Investments LLC 4
Commonwealth Opportunity Capital Gp Llc 4
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 4
New Age Alpha Funds Trust - NAA Allocation Fund Class C 4
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 4
Elite Financial, Inc. 4
Lighthouse Financial LLC 4
Keystone Financial Services, LLC 4
Garnet Equity Capital Holdings, Inc. 4
Hendley & Co Inc 4
M1 Capital Management LLC 4
Glendon Capital Management LP 4
Veritas Asset Management LLP 4
PINRX - PRINCIPAL FUNDS, INC. - Diversified International Fund R-3 4
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF 4
GENW - Spinnaker ETF Series - Genter Capital International Dividend ETF 4
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 4
FIRI - Tidal Trust III - FIRE Funds(TM) Income Target ETF 4
FINT - Advisors' Inner Circle Fund II - Frontier Asset Total International Equity ETF 4
FGSM - Advisors' Inner Circle Fund II - Frontier Asset Global Small Cap Equity ETF 4
Taylor, Cottrill LLC 4
Luminus Management Llc 4
MARO - Tidal Trust II - YieldMax(TM) MARA Option Income Strategy ETF 4
Tidal Trust II - YieldMax(TM) CVNA Option Income Strategy ETF 4
GGUIX - abrdn Funds - abrdn Focused U.S. Small Cap Equity Fund Institutional Class 4
Dynamic Financial Group 4
Sentinel Advisory Group, LLC 4
FORM Wealth Advisors, LLC 4
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 4
Innovative Wealth Building LLC 4
CSU Producer Resources, Inc. 4
Income Research & Management 4
Future You Wealth Llc 4
Woodside Wealth Management LLC 4
Ccm Investment Group, Llc 4
Papamarkou Wellner Asset Management inc. 4
Seek First Inc. 4
Zevenbergen Capital Investments Llc 4
STONE RIDGE TRUST - LifeX 2035 Term Income ETF 4
Mad River Investors 4
Turn8 Private Wealth Inc. 4
LCR - Managed Portfolio Series - Leuthold Core ETF 4
Cabot-Wellington, LLC 4
IEMSX - NORTHERN LIGHTS FUND TRUST III - ABS Insights Emerging Markets Fund Super Institutional Class Shares 4
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 4
Barbara Oil Co. 4
Gabalex Capital Management LLC 4
CPII - AMERICAN BEACON SELECT FUNDS - American Beacon Ionic Inflation Protection ETF 4
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF 4
Strategic Planning, Inc. 4
ACR Alpine Capital Research, LLC 4
Presper Financial Architects, LLC 4
Tortoise Capital Advisors, L.l.c. 4
Stuyvesant Capital Management 4
Pembroke Management, LTD 4
Pinpoint Asset Management (Singapore) Pte. Ltd. 4
Northern Cross, LLC 4
Fairpointe Capital LLC 4
Wellington Capital Management, Inc. 4
Scheer, Rowlett & Associates Investment Management Ltd. 4
Kemper Corp Master Retirement Trust 4
Grand Jean Capital Management Inc 4
Ramsey Asset Management 4
Tribridge Partners Financial LLC 4
Cypress Capital Advisors, LLC 4
Saybrook Capital /nc 4
Valentine Ventures Llc 4
Appaloosa Management Lp 4
Para Advisors Llc 4
Base Wealth Management LLC 4
Contrarian Capital Management, L.l.c. 4
DADIX - DFA INVESTMENT DIMENSIONS GROUP INC - Dimensional World ex U.S. Sustainability Targeted Value Portfolio Institutional Class 4
DLCIX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Institutional Class Shares 4
BDBT - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Core Bond ETF 4
Hawkeye Capital Management, LLC 4
Valtura Capital Partners LLC 4
AGF Investments America Inc. 4
Kw Wealth Management Llc 4
Birch Financial Group, Llc 4
Piper Jaffray Companies 4
Providence Financial Advisors, LLC 4
Alpha Zero LLC 4
American Wealth Advisors, LLC 4
Steadtrust LLC 4
North Run Capital, Lp 4
HBE Wealth Management, LLC 4
Sabby Management, Llc 4
Robinhood Asset Management, LLC 4
Ak Global Asset Management, Llc 4
Mh & Associates Securities Management Corp /adv 4
Flagship Capital Management Inc. 4
Abrams Capital Management, L.p. 4
PRB Advisors LLC 4
Ares Systematic Credit Ltd 4
Emissary Wealth LLC 4
New South Capital Management Inc 4
Hegarty Advisors, LLC 4
New Mountain Vantage Advisers, L.l.c. 4
Longview Partners (Guernsey) LTD 4
Route One Investment Company, L.P. 4
Black Creek Investment Management Inc. 4
Fulcrum Wealth Advisors, Llc 4
Bluebird Wealth Management LLC 4
Highline Capital Management, L.p. 4
Angelo Gordon & Co., L.p. 4
Encore Global Management, LP 4
Plus Group Wealth Advisors LLC 4
Odyssey Capital Advisors, Inc. 4
Quantify Chaos Advisors, Llc 4
Force Capital Management LLC 4
Falcon Edge Capital, LP 4
Churchill Financial Advisors, LLC 4
Royal Palms Capital LLC 4
Pennant Capital Management, LLC 4
Eurizon Asset Management Slovakia, sprav. spol., a.s. 4
GoodHaven Capital Management, LLC 4
Shepherd Street Advisors LLC 4
Generation Investment Management Llp 4
VVR Holdings LLC 4
RM Financial Services, LLC 4
Graetz Wealth LLC 4
Oath Planning, LLC 4
Hardworking Capital Advisors, LLC 4
Index Technologies Group LLC 4
Kensico Capital Management Corp 4
Ascent Advisors, LLC 4
VUB Generali dochodkova spravcovska spolocnost, a.s. 4
Milford Funds Ltd 4
Generations Wealth, LLC 4
J.E. Simmons & Co., P.C. 4
RH Tailwind Management, LLC 4
Smith Partners Wealth Management, LLC 4
Wright Wealth Llc 4
Castle Creek Capital Partners V, LP 4
Bitterroot Capital Advisors Llc 4
URS Advisory LLC 4
Eddie Patel Inc 4
Marin Bay Wealth Advisors, LLC 4
Karl Kapital LLC 4
Ballast Financial Advisors LLC 4
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A 4
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 4
Professional Financial Solutions Llc /adv 4
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 4
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 4
FRTIX - FRANKLIN MUNICIPAL SECURITIES TRUST - FRANKLIN TENNESSEE MUNICIPAL BOND FUND Class A1 4
FPONX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2022 Fund Class R6 4
FXNCX - Franklin Tax Free Trust - Franklin North Carolina Tax-free Income Fund Class A1 4
FMISX - Franklin Tax Free Trust - Franklin Massachusetts Tax-free Income Fund Class A1 4
FTOIX - Franklin Tax Free Trust - Franklin Ohio Tax-free Income Fund Class A1 4
EICGX - EATON VANCE GROWTH TRUST - Eaton Vance Greater China Growth Fund Class I 4
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 4
Fidelity Central Investment Portfolios II LLC - Fidelity Mortgage Backed Securities Central Fund 4
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 4
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 4
PICAX - PRINCIPAL FUNDS INC - International Small Company Fund Class A 4
UCEQX - USAA MUTUAL FUNDS TRUST - Cornerstone Equity Fund 4
BOSS - Global X Funds - Global X Founder-Run Companies ETF 4
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 4
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 4
MTFIX - BMO FUNDS, INC. - BMO Short Tax-Free Fund Class I 4
EDOG - ALPS ETF Trust - ALPS Emerging Sector Dividend Dogs ETF 4
R. W. Roge & Company, Inc. 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 4
AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A 4
Capstone Wealth Management, Inc. 4
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 4
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Fusion Dynamic Conservative Fund 3
FOURPOINTS Investment Managers, S.A.S. 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Fusion Dynamic Moderate Fnd AZL MVP Fusion Dynamic Moderate Fund 3
SP Funds Trust - SP Funds 2030 Target Date Fund Investor Shares 3
SP Funds Trust - SP Funds 2040 Target Date Fund Investor Shares 3
Blackstone / Gso Strategic Credit Fund 3
Georgetown University 3
Tcg Financial Series Trust Ii 3
SP Funds Trust - SP Funds 2050 Target Date Fund Institutional Shares 3
Stolz & Associates, Ps 3
Tcg Financial Series Trust Iii 3
Tcg Financial Series Trust Iv 3
SSBWX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2030 Fund Class I 3
Baupost Group Llc/ma 3
LGOV - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Long Duration Opportunities ETF 3
Sage Advisors, Llc 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Fusion Dynamic Balanced Fnd AZL MVP Fusion Dynamic Balanced Fund 3
Three Bays Capital Lp 3
Ics Opportunities, Ltd. 3
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 3
First Citizens Investor Services, Inc. 3
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 3
Nuveen Emerging Markets Debt 2022 Target Term Fund 3
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Asset Allocation - Moderate VP Initial 3
FSIKX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Intermediate Municipal Income Fund 3
AADWX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2055 Portfolio I Class 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Asset Allocation - Moderate Growth VP Initial 3
Libra Advisors Llc 3
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF 3
GFEMX - Investment Managers Series Trust - Gramercy Emerging Markets Debt Fund Institutional Class Shares 3
FCAL - First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF 3
WESGX - Investment Managers Series Trust - WCM Focused ESG International Fund Investor Class Shares 3
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF 3
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 3
Nia Impact Advisors, Llc 3
Nuveen High Income December 2019 Target Term Fund 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Asset Allocation - Growth VP Initial 3
DIDEX - DRIEHAUS MUTUAL FUNDS - Driehaus International Developed Equity Fund 3
FEMB - First Trust Exchange-Traded Fund III - First Trust Emerging Markets Local Currency Bond ETF 3
Richmond Hill Investments, LLC 3
WCMUX - Investment Managers Series Trust - WCM Focused ESG Emerging Markets Fund Investor Class Shares 3
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares 3
American Family Investments, Inc. 3
Kavilco Inc/wa/ 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan International Moderate Growth VP Initial 3
Pine Brook Road Advisors, L.P. 3
North of South Capital LLP 3
Newman & Schimel, LLC 3
Greater India Portfolio - Greater India Portfolio 3
Serenity Investment Advisors 3
Yg Partners, Llc 3
ASFFX - Arrow Investments Trust - ARROW DYNAMIC INCOME FUND CLASS A SHARES 3
Ruggiero Investments, Inc. 3
Vestia Personal Wealth Advisors 3
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A 3
Bassett Hargrove Investment Counsel, Llc 3
American Funds Global High-income Opportunities Fund 3
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF 3
DWAT - Arrow Investments Trust - Arrow DWA Tactical ETF 3
Bow Street, Llc 3
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A 3
JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1 3
SURI - Simplify Exchange Traded Funds - Simplify Propel Opportunities ETF 3
Morgan Stanley Liquid Asset Fund Inc 3
Lowell Blake & Associates Inc. 3
Permit Capital, LLC 3
Cooper Creek Partners Management Llc 3
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 3
Kalmar Investments Inc /de/ 3
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 3
Meadowbrook Wealth Management, LLC 3
Salvus Wealth Management, LLC 3
FFTG - Northern Lights Fund Trust IV - FormulaFolios Tactical Growth ETF 3
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A 3
Resolute Capital Asset Partners LLC 3
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 3
Gunma Bank,Ltd. 3
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 3
SMDFX - Monteagle Funds - Smart Diversification Fund Class I 3
Element Squared LLC 3
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class 3
Vienna Asset Management LLC 3
JRLDX - John Hancock Funds II - Multi-Index 2010 Lifetime Portfolio Class 1 3
JRLOX - John Hancock Funds II - Multi-Index 2020 Lifetime Portfolio Class 1 3
PRNT - Ark ETF Trust - The 3D Printing ETF 3
FLTGX - FIDELITY ADVISOR SERIES II - Fidelity Limited Term Securitized Completion Fund 3
PIALX - PIONEER ASSET ALLOCATION TRUST - Pioneer Solutions - Balanced Fund : Class A 3
MIMAX - Natixis Funds Trust II - Loomis Sayles Intermediate Municipal Bond Fund Class A 3
CATEX - Starboard Investment Trust - Cavalier Growth Opportunities Fund Institutional Class Shares 3
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Jan (II) Class 3 3
Farrell Financial LLC 3
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (II) Class 3 3
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z 3
ADFI - Two Roads Shared Trust - Anfield Dynamic Fixed Income ETF 3
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A 3
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 3
Adams Natural Resources Fund, Inc. 3
SBIFX - SATURNA INVESTMENT TRUST - Sextant Bond Income Fund 3
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 3
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares 3
Hudson Executive Capital LP 3
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 3
PENN SERIES FUNDS INC - High Yield Bond Fund 3
SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 3
TIPSX - WisdomTree Digital Trust - WisdomTree TIPS Digital Fund N/A 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Core Fixed Income ETF 3
HECA - ETF Opportunities Trust - Hedgeye Capital Allocation ETF 3
Dnca Finance 3
Audent Global Asset Management, LLC 3
IECAX - IVY FUNDS - Ivy Pictet Emerging Markets Local Currency Debt Fund Class A 3
HGRO - ETF Opportunities Trust - Hedgeye Quality Growth ETF 3
WHI TRUST Co LLC 3
EPSB - Harbor ETF Trust - Harbor SMID Cap Core ETF 3
GDVD - Northern Lights Fund Trust IV - R3 Global Dividend Growth ETF 3
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 3
Thunderbird Partners Llp 3
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 3
Hawk Ridge Capital Management Lp 3
Tyrian Investments, L.P. 3
MMDAX - MADISON FUNDS - Madison Moderate Allocation Fund Moderate Allocation Fund Class A 3
MCNAX - MADISON FUNDS - Madison Conservative Allocation Fund Conservative Allocation Fund Class A 3
MAGSX - MADISON FUNDS - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A 3
Kensington Asset Management, LLC 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1957M 3
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1956M 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1963M 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1961M 3
EPMV - Harbor ETF Trust - Harbor Mid Cap Value ETF 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1958M 3
Ern Llc 3
CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1962M 3
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares 3
SGHIX - SATURNA INVESTMENT TRUST - Sextant Global High Income Fund 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 3
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 3
SPSK - Tidal ETF Trust - SP Funds Dow Jones Global Sukuk ETF 3
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 3
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A 3
RNIN - EA Series Trust - Bushido Capital US SMID Cap Equity ETF 3
AAEGX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2060 Portfolio I Class 3
Buckland Partners Management Co LLC 3
Roumell Asset Management, LLC 3
Hovde Steven D 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1959M 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1960M 3
TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF 3
TBFC - ETF Series Solutions - The Brinsmere Fund - Conservative ETF 3
New Legacy Group, LLC 3
QED - IndexIQ ETF Trust - IQ Hedge Event-Driven Tracker ETF 3
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 3
SFCIX - WELLS FARGO FUNDS TRUST - Wells Fargo California Limited-Term Tax-Free fund Class A 3
LITMAN GREGORY FUNDS TRUST - Polen Capital International Growth ETF 3
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund 3
WAMIX - WST Investment Trust - WSTCM Credit Select Risk-Managed Fund Institutional Shares 3
Arbor Capital Management Llc 3
Farmstead Capital Management, LLC 3
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 3
CEY - Victory Portfolios II - VictoryShares Emerging Market High Div Volatility Wtd ETF 3
True Bearing Asset Management LP 3
JODIX - Advisers Investment Trust - JOHCM US Small Mid Cap Equity Fund Class I 3
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 3
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 3
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 3
SBALX - VICTORY PORTFOLIOS - Victory Strategic Allocation Fund Class A 3
PIMCO FUNDS - PIMCO Sector Fund Series - H 3
Triad Investment Management 3
Blackrock New York Municipal Income Trust Ii 3
Legend Capital Advisors LLC 3
EMC - Global X Funds - Global X Emerging Markets Great Consumer ETF 3
VCINX - VALIC Co I - International Growth Fund 3
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF 3
LTG Capital LLC 3
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 3
PRFEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Growth Equity Fund 3
Elevated Private Wealth, LLC 3
UTRE - RBB FUND, INC. - US Treasury 3 Year Note ETF 3
Nitorum Capital, L.P. 3
USVN - RBB FUND, INC. - US Treasury 7 Year Note ETF 3
VLGSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Treasury Index Fund Admiral Shares 3
PRASX - T. Rowe Price International Funds, Inc. - T. Rowe Price New Asia Fund 3
Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares 3
PYELX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Local Bond Fund (Investor Class) 3
SCTAX - WELLS FARGO FUNDS TRUST - Wells Fargo California Tax-Free Fund Class A 3
Legg Mason, Inc. 3
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P 3
TSWMX - JOHCM Funds Trust - TSW Emerging Markets Fund Advisor Shares 3
Bennett Lawrence Management L L C/ny 3
Tiger Pacific Capital LP 3
ALRG - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Core ETF 3
TRAOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Asia Opportunities Fund 3
Park Presidio Capital Llc 3
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 3
Centaur Capital Partners, L.P. 3
FKO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust South Korea AlphaDEX Fund 3
Momentum Wealth Planning, LLC 3
McLaughlin Asset Management, Inc. 3
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 3
Touchstone Tax Free Trust 3
IDOG - ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF 3
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 3
Investor Ab 3
FYAIX - Access One Trust - ACCESS FLEX HIGH YIELD FUND INVESTOR CLASS 3
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 3
Wallace Capital Management Inc. 3
Permal Asset Management Llc 3
Prospera Capital Management, LLC 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
Wrenne Financial Planning LLC 3
Odey Asset Management LLP 3
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 3
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 3
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 3
Verus Advisory, Inc. 3
Employees' Retirement Fund of the City of Fort Worth 3
SCMVX - Rbb Fund, Inc. - Schneider Small Cap Value Fund 3
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A 3
FLKR - Franklin Templeton ETF Trust - Franklin FTSE South Korea ETF 3
White Elm Capital, LLC 3
Columbia Etf Trust 3
Concord Investment Counsel Inc. 3
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 3
LPF Advisors LLC 3
AMVIX - American Century Mutual Funds, Inc. - Adaptive Equity Fund Investor Class 3
WPITX - WP Trust - WP International Companies Income Plus Fund Institutional Class Shares 3
Pullen Investment Management, LLC 3
Punch Card Management L.P. 3
IORUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Municipals Fund Class R6 3
Legacy Wealth Advisors, LLC 3
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 3
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 3
Oppenheimer Developing Markets Fund 3
Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares 3
PWRAX - Northern Lights Fund Trust - Power Income Fund Class A 3
Bluestem Financial Advisors, Llc 3
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 3
Nuveen New York Quality Municipal Income Fund 3
Michael & Susan Dell Foundation 3
Burren Capital Advisors Ltd 3
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 3
NWAIX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Small Cap Fund Class A 3
Elevation Series Trust - TrueShares Active Yield ETF 3
Maple Rock Capital Partners Inc. 3
Catalyst Investment Management LLC 3
JPFAX - JPMorgan Trust I - JPMorgan Equity Focus Fund Class A 3
Parrish Capital LLC 3
CRMVX - PFS FUNDS - Conquer Risk Managed Volatility Fund 3
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 3
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Apr (II) Class 3 3
Dreyfus Institutional Cash Advantage Funds 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class 3
Shah Capital Management 3
SPQQ - Siren ETF Trust - Siren Large Cap Blend Index ETF 3
Silicon Valley Community Foundation 3
Gray Private Wealth, LLC 3
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 3
MFS VARIABLE INSURANCE TRUST II - MFS International Growth Portfolio Initial Class 3
Morgan Stanley Select Dimensions Investment Series 3
Oakmont Corp 3
QISRX - Pear Tree Funds - Pear Tree Polaris International Opportunities Fund R6 Shares 3
Fox Hill Wealth Management 3
Partners Capital Investment Group Llc 3
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3
Azzad Asset Management Inc /adv 3
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 3
POLCX - Datum One Series Trust - Polar Capital Emerging Market Ex-China Stars Fund 3
AMAPX - AMANA MUTUAL FUNDS TRUST - Amana Participation Fund Investor Shares 3
Hutner Daniel Ellsworth 3
THMMX - THORNBURG INVESTMENT TRUST - Thornburg Municipal Managed Account Fund Class I 3
Emerging Variant Capital Management LP 3
Golden Gate Private Equity, Inc. 3
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 3
EBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Emerging Markets Local Bond ETF 3
RBB FUND, INC. - SGI Enhanced Market Leaders ETF 3
PFIX - Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF 3
VPC - ETFis Series Trust I - Virtus Private Credit Strategy ETF 3
BankChampaign, National Association 3
Mizuho Bank, Ltd. 3
JSI - Janus Detroit Street Trust - Janus Henderson Securitized Income ETF 3
Bucket List Wealth Management, LLC 3
Allied Irish Banks Plc 3
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF 3
Scotia Institutional Investments US, LP 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
Integrated Wealth Management 3
Clarion Wealth Managment Partners, LLC 3
Toms Capital Investment Management Lp 3
Legg Mason International Equities 3
Golden Road Advisors Llc 3
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 3
Blackrock Defined Opportunity Credit Trust 3
Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 3
JPY - Lazard Active ETF Trust - Lazard Japanese Equity ETF 3
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 3
WCMIX - Investment Managers Series Trust - WCM Focused International Growth Fund Institutional Class 3
Moerus Capital Management LLC 3
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class 3
TBP Investments Management, LLC 3
CFCV - ActiveShares ETF Trust - CLEARBRIDGE FOCUS VALUE ETF 3
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 3
PCTIX - PIMCO FUNDS - PIMCO California Municipal Bond Fund Institutional Class 3
R.m.sincerbeaux Capital Management Llc 3
AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I 3
EVIM - Morgan Stanley ETF Trust - Eaton Vance Intermediate Municipal Income ETF 3
Bristol County Savings Bank 3
Counterweight Ventures, LLC 3
GHEE - Collaborative Investment Series Trust - Goose Hollow Enhanced Equity ETF 3
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 3
Great Oak Capital Partners, Llc 3
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund 3
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I 3
Harborfront Financial Group LLC 3
JNL SERIES TRUST - JNL/WCM Focused International Equity Fund (I) 3
SHCDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Corporate Debt Fund Institutional 3
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class 3
Sentinel Wealth Management, Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS International Growth Fund Standard Class 3
Spectrum Strategic Capital Management, LLC 3
Oracle Alpha Inc. 3
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 3
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 3
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 3
Letson Investment Management, Inc. 3
BlackBarn Capital Partners LP 3
Portfolio Strategies Inc 3
Keel Point Advisors, LLC 3
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 3
Carlyle Group Management L.L.C. 3
Halcyon Offshore Asset Management Llc 3
Crestwood Capital Management, L.P. 3
Rayner & Haynor 3
Breakout Capital Partners, LP 3
Hilltop Wealth Advisors, Llc 3
Mainstream Investment Advisers LLC 3
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class 3
Kendall Square Capital, LLC 3
IBVAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Core Equity Fund Class A 3
Davidson Kempner Capital Management LLC 3
Boussard & Gavaudan Asset Management LP 3
HGC Investment Management Inc. 3
Sagus Financial Fund, L.P. 3
Winter & Associates, Inc. 3
14B Captial Management LP 3
English Capital Management Llc 3
Marcuard Family Office Ltd 3
INDAX - FINANCIAL INVESTORS TRUST - ALPS/Kotak India Growth Fund Investor Shares 3
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares 3
Financial Planners of Cleveland, Inc. 3
MINDX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS INDIA FUND Investor Class Shares 3
Alternative Investment Advisors, LLC. 3
TYWIX - AMG FUNDS - AMG GW&K Trilogy Emerging Wealth Equity Fund Class Z 3
Egerton Capital Ltd 3
Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares 3
Shariaportfolio, Inc. 3
Valley Financial Group, Inc. 3
MMAFX - AMG Funds I - AMG FQ Global Risk-Balanced Fund Class Z 3
Mustico Financial Group, Inc. 3
Wela Strategies, Inc. 3
Fairbanks Capital Management, Inc. 3
Roc Capital Management, L.P. 3
AVNV - AMERICAN CENTURY ETF TRUST - Avantis All International Markets Value ETF 3
Oppenheimer & Close, Inc. 3
JPMorgan Chase Bank, N.A. 3
JMHI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF 3
Opus Trading Fund LLC 3
AWH Capital, L.P. 3
Sky Investment Counsel Inc 3
XFLX - FundX Investment Trust - FundX Flexible ETF 3
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 3
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 3
Touradji Capital Management, Lp 3
Stage Harbor Financial, Llc 3
Vannoy Advisory Group, Inc. 3
Erickson Financial Group, LLC 3
Woodbine Capital Advisors LP 3
BankCap Equity Fund, LLC 3
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund 3
Bush Odonnell Investment Advisors Inc 3
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 3
BRAZ - Global X Funds - Global X Brazil Active ETF 3
NDIA - Global X Funds - Global X India Active ETF 3
Zinnia Wealth Advisory, LLC 3
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 3
Gridiron Partners, LLC 3
GBLMX - Northern Lights Fund Trust - Astor Macro Alternative Fund Class I Shares 3
Bush Investment Group, Llc 3
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I 3
Halter Ferguson Financial Inc. 3
CHYAX - Northern Lights Fund Trust - CMG Tactical Bond Fund Class A Shares 3
BayBridge Capital Group, LLC 3
BCU Wealth Advisors, LLC 3
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 3
Firetrail Investments Pty Ltd 3
Bey-Douglas LLC 3
GOWLX - VALUED ADVISERS TRUST - Green Owl Intrinsic Value Fund 3
NDVR, Inc. 3
Everett Capital Advisors UK LLP 3
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund 3
CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund 3
Spectrum Investment Advisors, Inc. 3
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A 3
Ksa Capital Management, Llc 3
EWY - iShares, Inc. - iShares MSCI South Korea ETF 3
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 3
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 3
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 3
October Effect Ltd 3
Nipun Capital, L.P. 3
Ulrich Consultants & Investment Group, LLC 3
KKR Credit Opportunities Portfolio 3
Glenorchy Capital Ltd 3
Arbor Wealth Advisors LLC 3
Stembrook Asset Management, LLC 3
ARK Investment Management LLC 3
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 3
Ion Asset Management Ltd. 3
Wheelhouse Advisory Group LLC 3
Twin Cities Retirement Group LLC 3
TPG-AXON Management LP 3
OHSHX - RBB FUND, INC. - Oakhurst Short Duration High Yield Credit Fund Institutional Shares 3
Aufman Associates Inc 3
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 3
Fox Financial, Inc 3
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF 3
White Wing Wealth Management 3
Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF 3
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF 3
Northern Lights Fund Trust IV - Brookstone Value Stock ETF 3
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 3
Oakview Capital Management, L.p. 3
H7 Holdings, LLC 3
Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares 3
Pacific Heights Asset Management Llc 3
22nw, Lp 3
Bishop Rock Capital, L.P. 3
Pacific Wealth Management 3
Dala Group, LLC 3
TGRAX - Aim Investment Funds (invesco Investment Funds) - Invesco Pacific Growth Fund Class A 3
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jul (II) Class 3 3
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class 3
Klein Pavlis & Peasley Financial, Inc. 3
Paragon Financial Partners, Inc. 3
INDE - MATTHEWS INTERNATIONAL FUNDS - Matthews India Active ETF 3
Intercapital, Llc 3
DME Capital Management, LP 3
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares 3
Carpenter Community BancFund-A, L.P. 3
GPGCX - Grandeur Peak Global Trust - Grandeur Peak Global Contrarian Fund Institutional Class 3
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF 3
TMET - iShares U.S. ETF Trust - iShares Transition-Enabling Metals ETF 3
RMHSX - RUSSELL INVESTMENT CO - Long Duration Bond Fund Class S 3
PCITX - Victory Portfolios IV - Victory Pioneer International Equity Fund Class C 3
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF 3
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 3
Tidal Trust II - Defiance Gold Enhanced Options Income ETF 3
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 3
Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares 3
Corsair Opportunity Fund 3
PGIM Short Duration High Yield Opportunities Fund 3
AVGB - AMERICAN CENTURY ETF TRUST - Avantis Credit ETF 3
Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio 3
CapGen Capital Group VI LP 3
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 3
Spero-smith Investment Advisers Inc /oh 3
Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares 3
SYE - SSGA Active Trust - SPDR MFS Systematic Core Equity ETF 3
Bif Multi State Municipal Series Trust 3
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3
CTF Capital Management, LP 3
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 3
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares 3
Unify Financial Advisors 3
Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares 3
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 3
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 3
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares 3
Alliancebernstein Income Fund Inc 3
Appleton Funds 3
Columbia Funds Variable Insurance Trust I 3
Evercore Trust Company, N.A. 3
REVAX - RBC FUNDS TRUST - RBC Emerging Markets Value Equity Fund Class A 3
Active Assets Money Trust 3
Tenere Capital LLC 3
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 3
AADHX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2045 Portfolio Investor Class 3
AAEVX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2065 Portfolio R6 Class 3
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 3
Berwyn Funds 3
Tidal Trust II - YieldMaxTM MSTR Short Option Income Strategy ETF 3
Womack Financial LLC 3
JALMX - John Hancock Funds II - Multimanager Lifestyle Moderate Portfolio Class A 3
Tidal Trust II - YieldMax(TM) S&P 500 0DTE Covered Call Strategy ETF 3
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 3
JALRX - John Hancock Funds II - Multimanager Lifestyle Conservative Portfolio Class A 3
FMUB - Fidelity Merrimack Street Trust - Fidelity Municipal Bond Opportunities ETF 3
Unconventional Investor, LLC 3
ALLW - SSGA Active Trust - SPDR Bridgewater All Weather ETF 3
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF 3
Cape Ann Asset Management Ltd 3
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF 3
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 3
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 3
Coltrane Asset Management L.P. 3
HJPIX - HENNESSY FUNDS TRUST - Hennessy Japan Fund Institutional Class 3
FHKCX - FIDELITY INVESTMENT TRUST - Fidelity China Region Fund 3
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund 3
Sachem Head Capital Management LP 3
JALGX - John Hancock Funds II - Multimanager Lifestyle Growth Portfolio Class A 3
MEAG MUNICH ERGO AssetManagement GmbH 3
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 3
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 3
Legacy Capital Wealth Management, Llc 3
Harold Davidson & Associates Inc. 3
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IA 3
Pb Investment Partners, L.p. 3
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A 3
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II 3
FJPNX - FIDELITY INVESTMENT TRUST - Fidelity Japan Fund 3
Silverhawk Asset Management, Llc 3
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund 3
FLATX - FIDELITY INVESTMENT TRUST - Fidelity Latin America Fund 3
NYF - iSHARES TRUST - iShares New York Muni Bond ETF 3
Impact Asset Management GmbH 3
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF 3
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 3
CPII - Tidal ETF Trust - Ionic Inflation Protection ETF 3
Global High Income Fund Inc 3
NOIAX - Natixis Funds Trust I - Natixis Oakmark International Fund Class A 3
Ashler Capital Llc 3
RIVSX - Oak Associates Funds - River Oak Discovery Fund 3
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2050 FUND K SHARES 3
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2025 FUND K SHARES 3
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 3
Federated Core Trust III - Federated Project and Trade Finance Core Fund 3
Cornerstone Wealth Advisors, Inc. 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2055 FUND Investor A Shares 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2040 FUND K SHARES 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA RETIREMENT FUND K SHARES 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2020 FUND INVESTOR A SHARES 3
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I 3
Archon Capital Management LLC 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2060 FUND INVESTOR A SHARES 3
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 3
Oppenheimer Global Multi-alternatives Fund. 3
BERCX - Chartwell Funds - Chartwell Mid Cap Value Fund 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2045 FUND K SHARES 3
SHEH - Precidian ETFs Trust - Shell plc ADRhedged 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2035 FUND K SHARES 3
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 3
Energy Opportunities Capital Management, LLC 3
TENOR CAPITAL MANAGEMENT Co., L.P. 3
DPM Capital LLC 3
Philadelphia Investment Partners New Generation Fund 3
Stratton Mid Cap Value Fund, Inc. 3
Nuveen Select Tax Free Income Portfolio 3
Altmfx Trust 3
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 3
JHP Wealth Management, LLC 3
FPPTX - FPA CAPITAL FUND INC - FPA Capital Fund, Inc. 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2030 FUND K SHARES 3
SSXU - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector International ETF 3
BITIX - ProFunds - Short Bitcoin Strategy ProFund Investor Class 3
Hartford Alternative Strategies Fund 3
FISR - SSGA Active Trust - SPDR SSGA Fixed Income Sector Rotation ETF 3
CPG Cooper Square International Equity, LLC 3
Dreyfus Worldwide Dollar Money Market Fund Inc 3
Amia Capital LLP 3
Courage Capital Management Llc 3
Macco Financial Group, Inc. 3
Actiam N.v. 3
Stewart Asset Management, LLC 3
Silverback Asset Management Llc 3
EXNYX - EATON VANCE INVESTMENT TRUST - Eaton Vance New York Municipal Opportunities Fund Class A 3
BEOIX - Advisors' Inner Circle Fund III - BARROW HANLEY CONCENTRATED EMERGING MARKETS ESG OPPORTUNITIES FUND I Shares 3
Fox Point Capital Management LLC 3
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 3
Broussard Financial Group LLC 3
EFEAX - Ashmore Funds - Ashmore Emerging Markets Frontier Equity Fund Class A 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Municipal Bond Portfolio Institutional Class 3
REDWX - Aspiration Funds - Aspiration Redwood Fund 3
CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Concentrated Equity Fund Institutional Class 3
Ensemble Capital Management, LLC 3
Safe Harbor Family Capital, LLC 3
Crane Advisory, LLC 3
Cadence Wealth Management LLC 3
Kopp Investment Advisors Llc 3
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 3
Delta Partners Llc 3
MVIN - Natixis ETF Trust - Natixis Seeyond International Minimum Volatility ETF 3
Goldstream Capital Management Ltd 3
SRTMX - SMA RELATIONSHIP TRUST - Series M 3
SFGIX - FINANCIAL INVESTORS TRUST - Seafarer Overseas Growth and Income Fund Investor 3
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A 3
CMPGX - PRINCIPAL FUNDS INC - Government & High Quality Bond Fund f/k/a Mortgage Securities Fund Class A 3
Paralel Advisors LLC 3
Fine Capital Partners, L.P. 3
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF 3
Arch Global Advisors, LLC 3
Beddow Capital Management Inc 3
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF 3
Summit Financial Consulting LLC 3
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 3
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A 3
Cornerstone Progressive Return Fund 3
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 3
TAX - EA Series Trust - Cambria Tax Aware ETF 3
FEGE - RBB Fund Trust - First Eagle Global Equity ETF 3
XT - iSHARES TRUST - iShares Exponential Technologies ETF 3
Western Asset Middle Market Income Fund Inc. 3
Davis Partnership, LP 3
Demming Financial Services Corp /adv 3
BWNYX - BULLFINCH FUND INC - Greater Western New York Series 3
Principled Equity Market Fund 3
Eagle Growth & Income Fund 3
Oaktree Funds 3
BG Investment Services, Inc. 3
Localshares Investment Trust 3
AFOEX - Advisors' Inner Circle Fund III - Aperture International Equity Fund Class X Shares 3
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 3
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 3
Blackstone / Gso Floating Rate Enhanced Income Fund 3
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P 3
Thomas Story & Son Llc 3
Dreyfus Institutional Liquidity Funds 3
Croft Funds Corp 3
Rochester Wealth Strategies, LLC 3
Wishbone Management, LP 3
Nekton Capital Ltd. 3
Geometric Wealth Advisors 3
EUGAX - MORGAN STANLEY EUROPEAN EQUITY FUND INC. - Morgan Stanley European Equity Fund Inc. A 3
Teramo Advisors, LLC 3
STCE - SCHWAB STRATEGIC TRUST - Schwab Crypto Thematic ETF 3
Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund Class A 3
Armor Advisors, L.l.c. 3
Starfox Financial Services, LLC 3
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 3
Napier Park Global Capital (US) LP 3
GFGF - EA Series Trust - Guru Favorite Stocks ETF 3
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 3
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I 3
FM - iShares, Inc. - iShares MSCI Frontier 100 ETF 3
Edmond De Rothschild (italia) Sgr Spa 3
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. 3
POLEX - Datum One Series Trust - Polar Capital Emerging Market Stars Fund Institutional Class Shares 3
SCW Capital Management, LP 3
Aberdeen Funds - Aberdeen Asia Pacific (ex-Japan) Equity Fund Institutional Class 3
Daily Journal Corp 3
Cedarwood Wealth LLC 3
Fischer Financial Services, Inc. 3
MIEMX - BMO FUNDS, INC. - BMO LGM Emerging Markets Equity Fund Class I 3
FFCYX - AB CAP FUND, INC. - AB FlexFee Core Opportunities Portfolio Advisor Class 3
Chico Wealth RIA 3
Cooper Investors Pty Ltd 3
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF 3
WealthBridge Investment Counsel Inc. 3
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 3
BMATX - BMO FUNDS, INC. - BMO Alternative Strategies Fund Class A 3
Nuveen Diversified Currency Opportunities Fund 3
Sphera Funds Management Ltd. 3
Blue Grotto Capital, LLC 3
NCHAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California High Yield Municipal Bond Fund - Class A 3
MGRAX - MFS SERIES TRUST X - MFS International Growth Fund A 3
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES 3
Nuveen Equity Premium Advantage Fund 3
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 3
F-Squared Investment Management, LLC 3
NWGHX - NATIONWIDE MUTUAL FUNDS - Nationwide Diamond Hill Large Cap Concentrated Fund Class A 3
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y 3
FSEDX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Local Currency Fund 3
CIGYX - AB CAP FUND, INC. - AB Concentrated International Growth Portfolio Advisor Class 3
Bradley Mark J. 3
Dtf Tax-free Income Inc 3
Anchor Pointe Wealth Management, LLC 3
SpringVest Wealth Management LLC 3
JACKSON VARIABLE SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 3
FJNK - Pacific Global ETF Trust - Pacific Global Focused High Yield ETF 3
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 3
Trees Investment Counsel Llc 3
McKinney Capital Management, LLC 3
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 3
Pinnacle Wealth Management, LLC 3
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 3
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class 3
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 3
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 3
Martin Investment Management, LLC 3
HN Saltoro Capital, LP 3
Kite Lake Capital Management (uk) Llp 3
Fidato Wealth LLC 3
Goldstein Munger & Associates 3
EALDX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration Government Income Fund Class A 3
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF 3
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares 3
Maxim Capital Management Llc 3
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 3
MSEAX - MAINSTAY FUNDS - MainStay MacKay International Equity Fund Class A 3
Truxt Investmentos Ltda. 3
Family CFO Inc 3
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 3
HCMAX - ALPS Series Trust - Hillman Value Fund 3
EWJ - iShares, Inc. - iShares MSCI Japan ETF 3
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 3
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 3
Ciovacco Capital Management LLC 3
Advanced Series Trust - Ast Wedge Capital Mid-cap Value Portfolio 3
Roger Wittlin Investment Advisory, LLC 3
ICELX - MAINSTAY FUNDS TRUST - MainStay Epoch International Choice Fund Investor Class 3
Nevsky Capital LLP 3
MMDRX - MADISON FUNDS - Madison Moderate Allocation Fund Moderate Allocation Fund Class B 3
AADNX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2050 Portfolio Investor Class 3
Capital Planning LLC 3
Lakeshore Capital Group, Inc. 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
WCME - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM Developing World Equity ETF 3
Praetorian PR LLC 3
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares 3
Lavelle Capital Lp 3
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF 3
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares 3
Asia Tigers Fund Inc 3
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 3
Sander Capital Advisors Inc 3
MERAX - MADISON FUNDS - Madison Mid Cap Fund Mid Cap Fund Class A 3
Aberdeen Australia Equity Fund Inc 3
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 3
Sturgeon Ventures LLP 3
Small Cap Value Fund, Inc. 3
Versus Capital Real Assets Fund Llc 3
MAGBX - MADISON FUNDS - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class B 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 3
Ball & Co Wealth Management Inc. 3
Windward Capital Management Co /ca 3
BISIX - Blackrock Funds - Blackrock International Dividend Fund Institutional 3
HRETX - HARBOR FUNDS - Harbor Robeco Emerging Markets Conservative Equities Fund Institutional Class 3
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 3
Quantitative Value Technologies, Llc 3
WAIVX - WASATCH FUNDS TRUST - Wasatch International Value Fund Investor Class 3
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 3
BlackRock Funds II - BlackRock LifePath Smart Beta 2065 Fund Class K Shares 3
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 3
TARRX - AB CORPORATE SHARES - AB Tax-Aware Real Return Income Shares 3
MCNBX - MADISON FUNDS - Madison Conservative Allocation Fund Conservative Allocation Fund Class B 3
SDITX - BNY Mellon Investment Funds I - BNY Mellon Tax Sensitive Total Return Bond Fund Class I 3
Sourcerock Group LLC 3
Neuberger Berman California Intermediate Municipal Fund Inc 3
Cornerstone Retirement Group, Inc. 3
Eaton Vance Senior Floating Rate Trust 3
JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF 3
Storen Legacy Partners, LLC 3
St. Clair Advisors, LLC 3
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares 3
Emerging Markets Local Income Portfolio - Emerging Markets Local Income Portfolio 3
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class 3
Oaktree Capital Group Holdings GP, LLC 3
Wilsey Asset Management Inc 3
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Growth Portfolio Class A 3
BNY MELLON VARIABLE INVESTMENT FUND - International Equity Portfolio - Initial Shares 3
Vigil Wealth Management, LLC 3
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 3
Nuveen Amt-free Municipal Value Fund 3
Morangie Management LLC 3
Expect Equity LLC 3
Shone Asset Management LLC 3
AACSX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2040 Portfolio Investor Class 3
Caxton Corp 3
White Oak Capital Partners Pte. Ltd. 3
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 3
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio 3
Apex Wealth Management, LLC 3
Nuveen Municipal Income Fund Inc 3
Salus Financial Advisors, LLC 3
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Global Trends Allocation Fund Service Shares 3
Guardcap Asset Management Ltd 3
Scopus Asset Management, L.p. 3
Abrams Bison Investments, Llc 3
Ktf Investments, Llc 3
BEMYX - Advisors' Inner Circle Fund III - BARROW HANLEY EMERGING MARKETS VALUE FUND Y Shares 3
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 3
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A 3
Everest Management Corp. 3
Lorber David A 3
Coleford Investment Management Ltd. 3
ALPS ETF Trust - ALPS Hillman Active Value ETF 3
Invesco Securities Trust - Invesco Balanced-Risk Aggressive Allocation Fund 3
IOMUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Municipal Fund Class R6 3
RCRIX - RIVERPARK FUNDS TRUST - RiverPark Floating Rate CMBS Fund Institutional Class Shares 3
Hartz Capital, Inc. 3
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 3
BSJK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 High Yield Corporate Bond ETF 3
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class 3
Alexis Investment Partners, LLC 3
GLR Partners, LLC 3
Intermede Investment Partners Ltd 3
VAPPX - VALIC Co I - Capital Appreciation Fund 3
Eagle Capital Growth Fund, Inc. 3
Kr Capital Advisors Inc 3
Research Affiliates, LLC 3
Heffernan Advisory, Inc 3
Fee-Only Financial Planning, L.C. 3
Coerente Capital Management 3
Hobbs Wealth Management, LLC 3
Coign Capital Advisors LLC 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II 3
Petredis Investment Advisors Llc 3
Merit Investment Management, LLC 3
Leonard Capital Management, Inc 3
FBR & Co. 3
SEMBX - ADVISORS SERIES TRUST - Semper Brentview Dividend Growth Equity Fund Institutional Class 3
DRNYX - BNY Mellon New York Tax Exempt Bond Fund, Inc. - BNY Mellon New York Tax Exempt Bond Fund, Inc. 3
Atlanta Financial Associates Llc /adv 3
Ranmore Fund Management Ltd 3
Spahn Wealth & Retirement LLC 3
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3
AtlasMark Financial, Inc 3
BEEHX - FORUM FUNDS - The BeeHive Fund 3
FRPAX - Franklin Tax Free Trust - Franklin Pennsylvania Tax-free Income Fund Class A1 3
SWRLX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Equity Fund Class A 3
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 3
General California Municipal Money Market Fund 3
GIJAX - GUGGENHEIM FUNDS TRUST - Guggenheim Municipal Income Fund A-Class 3
EDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Emerging Markets Dividend ETF 3
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 3
Merrithew & Thorsten Inc 3
Hatton Consulting, Inc. 3
Inkwell Capital Llc 3
FEZ - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) EURO STOXX 50(R) ETF 3
GMWZX - GuideStone Funds - MyDestination 2025 Fund Investor 3
Southern Wealth Management, LLP 3
Tepp RIA, LLC 3
Momentous Wealth Management, Inc. 3
Sellwood Investment Partners LLC 3
Fiera Capital Series Trust - FIERA CAPITAL EMERGING MARKETS FUND Investor Class 3
Rovida Investment Management Ltd 3
Mueller Wealth, LLC 3
FPOGX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2020 Fund Class R6 3
Professional Financial Management, Inc. 3
GUDAX - GUGGENHEIM FUNDS TRUST - Guggenheim Diversified Income Fund Class A 3
Kora Management LP 3
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 3
Pincus Capital Management, Lp 3
P.R. Herzig & Co. Inc. 3
Antonelli Financial Advisors, LLC 3
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A 3
Aegis Wealth Management, Inc. 3
FRVAX - Franklin Tax Free Trust - Franklin Virginia Tax-free Income Fund Class A1 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
Conestoga Capital Advisors, LLC 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I 3
Tipp Hill Capital Management LLC 3
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 3
Peavine Capital, Llc 3
Eaton Vance Floating-rate Income Trust 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C 3
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund 3
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 3
Eagle Wealth Advisors LLC 3
OAKIX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Fund Investor Class 3
Feis Lawrence Michael 3
GMTZX - GuideStone Funds - MyDestination 2015 Fund Investor 3
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 3
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 3
JVIAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Foreign Opportunities Fund Class A 3
Nepsis, Inc. 3
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 3
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3
Needelman Asset Management Inc 3
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 3
Warburton Capital Management, LLC 3
KLS Professional Advisors Group, LLC 3
Oppenheimer International Growth Fund 3
VPAIX - VANGUARD PENNSYLVANIA TAX-FREE FUNDS - Vanguard Pennsylvania Long-Term Tax-Exempt Fund Investor Shares 3
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 3
NWWOX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Global Opportunities Fund Class A 3
Tmfs Holdings Llc 3
Hamilton Capital Partners, Llc 3
TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A 3
Stone Harbor Emerging Markets Income Fund 3
WBII - Absolute Shares Trust - WBI BullBear Global Income ETF 3
Xulu, Inc. 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Equity Select Portfolio Service Shares 3
LNOAX - Northern Lights Fund Trust - LADENBURG INCOME & GROWTH FUND Class A Shares 3
J. Team Financial, Inc. 3
LOWAX - Northern Lights Fund Trust - LADENBURG GROWTH & INCOME FUND Class A Shares 3
Brandywine Trust Co 3
Ring Mountain Capital, LLC 3
Scratch Capital Llc 3
Nuveen Municipal 2021 Target Term Fund 3
LNCAX - Northern Lights Fund Trust - LADENBURG INCOME FUND Class A Shares 3
Kellogg W K Foundation Trust 3
APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares 3
Pcg Asset Management, Llc 3
XCOR - FundX Investment Trust - FundX ETF 3
Afton Capital Management Llc 3
BRTNX - PFS FUNDS - Bretton Fund 3
Ivy Lane Capital Management, Llc 3
Illumine Investment Management, LLC 3
Stone Harbor Emerging Markets Total Income Fund 3
Profunds - Profund Vp Asia 30 3
RobecoSam USA, Inc. 3
BGCWX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Choice Fund Class 2 3
BXQIX - MassMutual Advantage Funds - MassMutual Global Emerging Markets Equity Fund Class I 3
Driver Management Co LLC 3
Circle Road Advisors Lp 3
McGrath & Associates, Inc. 3
Raymond James Trust Co. Of Nh 3
MXXVX - Matthew 25 Fund - Matthew 25 Fund 3
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 3
Fjell Capital, LLC 3
Diameter Capital Partners LP 3
MINO - PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund 3
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 3
Reservoir Operations, L.P. 3
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 3
CHLD - NORTHERN LIGHTS FUND TRUST II - LifeGoal Children Investment ETF 3
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 3
VSPY - Spinnaker ETF Series - VectorShares Min Vol ETF 3
SUNY - NORTHERN LIGHTS FUND TRUST II - LifeGoal Vacation Investment ETF 3
Bank of Finland 3
Park West Asset Management LLC 3
RBNAX - Investment Managers Series Trust - Robinson Opportunistic Income Fund Class A Shares 3
Empirical Capital Management, LLC 3
46 Peaks LLC 3
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 3
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 3
Lyon Street Capital, LLC 3
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 3
Drum Hill Capital, LLC 3
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 3
Dahring | Cusmano Llc 3
Timonier Family Office, LTD. 3
CIPDX - Advisors' Inner Circle Fund II - CHAMPLAIN EMERGING MARKETS FUND Advisor Shares 3
WMKTX - WESMARK FUNDS - WesMark Tactical Opportunity Fund 3
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 3
Beach Point Capital Management LP 3
MEME - Listed Funds Trust - Roundhill MEME ETF 3
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund 3
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 3
JOMEX - JOHCM Funds Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Class Z Shares 3
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 3
Cdm Financial Counseling Services, Inc. 3
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A 3
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 3
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 3
Weatherbie Capital, Llc 3
JOCEX - JOHCM Funds Trust - JOHCM Credit Income Fund Class Z Shares 3
FRALX - Franklin Tax Free Trust - Franklin Alabama Tax-free Income Fund Class A1 3
MOKAN Wealth Management Inc. 3
RHTX - Starboard Investment Trust - RH Tactical Outlook ETF 3
RMDFX - Aspiriant Trust - Aspiriant Defensive Allocation Fund 3
JLMOX - John Hancock Funds II - Multi-Index Lifestyle Moderate Portfolio Class 1 3
Dreyfus Funds Inc 3
JLFAX - John Hancock Funds II - Multimanager 2030 Lifetime Portfolio Class A 3
Castle Creek Capital Partners VIII, LP 3
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 3
BVAL - ETF Series Solutions - Brand Value ETF 3
Swiss Helvetia Fund, Inc. 3
JREPX - John Hancock Funds II - Multi-Index 2025 Preservation Portfolio Class R4 3
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 3
JRFPX - John Hancock Funds II - Multi-Index Income Preservation Portfolio Class R4 3
JRHPX - John Hancock Funds II - Multi-Index 2030 Preservation Portfolio Class R4 3
AINAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO International Allocation Fund Class A 3
RYHDX - RYDEX SERIES FUNDS - High Yield Strategy Fund Class A 3
Figure 8 Investment Strategies Llc 3
NIIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select International Equity Fund Class A 3
Blackrock Resources & Commodities Strategy Trust 3
ILCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Local Currency Debt Fund Class P 3
TFAQX - Tactical Investment Series Trust - TFA Quantitative Fund Class I 3
SUBS - EXCHANGE TRADED CONCEPTS TRUST - Fount Subscription Economy ETF 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Term Municipal Fund Class Y 3
Underhill Investment Management Llc 3
Caspian Capital Lp 3
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 3
AMMVX - Advisors' Inner Circle Fund III - Aegon Emerging Markets Debt Fund Investor Shares 3
Southernsun Asset Management, Llc 3
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6 3
Brown Capital Management Llc 3
Speece Thorson Capital Group Inc 3
Blackrock Energy & Resources Trust 3
CLMAX - Columbia Funds Series Trust II - Columbia Mortgage Opportunities Fund Class A 3
ICSIX - NORTHERN LIGHTS FUND TRUST II - Dynamic U.S. Opportunity Fund Class I 3
BSMM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Municipal Bond ETF 3
FLADX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2040 Retirement Target Fund Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 3
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A 3
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 3
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class 3
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF 3
Brewster Financial Planning LLC 3
TWOAX - NORTHERN LIGHTS FUND TRUST II - Two Oaks Diversified Growth and Income Fund Class A Shares 3
SAPEX - Advisors Preferred Trust - Spectrum Advisors Preferred Fund Investor Class Shares 3
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund 3
ARSOX - Investment Managers Series Trust - Aristotle/Saul Global Equity Fund Class I 3
Cassaday & Co Inc. 3
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 3
BSDE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 USD Emerging Markets Debt ETF 3
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF 3
LEPIX - Advisors' Inner Circle Fund III - LEVIN EASTERLY VALUE OPPORTUNITIES FUND Institutional Shares 3
Jnl Series Trust - Jnl/invesco China-india Fund (a) 3
Prospect Hill Management, LLC 3
ARSLX - Investment Managers Series Trust - Aristotle Core Equity Fund Class I Shares 3
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 3
Pacific Grove Capital LP 3
Brentview Investment Management LLC 3
White Knight Strategic Wealth Advisors, LLC 3
Jnl Series Trust - Jnl/s&p Dividend Income & Growth Fund (a) 3
Jnl Series Trust - Jnl/s&p Total Yield Fund (a) 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
GBTFX - US GLOBAL INVESTORS FUNDS - All American Equity Fund 3
NOITX - Northern Funds - Northern Intermediate Tax-exempt Fund 3
John Hancock Funds II - Asia Pacific Total Return Bond Fund Class NAV 3
JISOX - John Hancock Funds II - New Opportunities Fund Class 1 3
India Fund Inc 3
Fort Henry Capital, LLC 3
Kilner Capital Advisors, Llc 3
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 3
Notis-McConarty Edward 3
Odey Holdings AG 3
Haven Global Partners, LLC 3
NHYMX - Northern Funds - Northern High Yield Municipal Fund 3
Clarity Retirement & Wealth, LLC 3
Manuka Financial, LLC 3
Active Assets Prime Trust 3
EAMBX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Taxable Municipal Bond Fund Class A 3
International Value Advisers, LLC 3
Ofc Financial Planning, Llc 3
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 3
FSA Investment Group, LLC 3
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF 3
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF 3
LZSMX - LAZARD FUNDS INC - Lazard International Small Cap Equity Portfolio Open Shares 3
Alydar Partners Llc 3
TBND - Collaborative Investment Series Trust - Tactical Income ETF 3
OCMPX - LAZARD FUNDS INC - Lazard International Quality Growth Portfolio Open Shares 3
Fundamenta Capital S.A. 3
Arnold Financial Planning LLC 3
Carlyle Financial Services, Ltd. 3
SSFI - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF 3
Cygnus Capital Advisors, LLC 3
IVFAX - FEDERATED EQUITY FUNDS - Federated International Strategic Value Dividend Fund Class A Shares 3
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 3
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 3
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 3
Aspiring Ventures, LLC 3
ASFIX - FORUM FUNDS - Absolute Strategies Fund Institutional Shares 3
LCMAX - DRIEHAUS MUTUAL FUNDS - Driehaus Active Income Fund 3
JLCGX - John Hancock Funds II - Multi-Index Lifestyle Conservative Portfolio Class 1 3
BSML - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Municipal Bond ETF 3
Centerbridge Partners, L.P. 3
Benefit Street Partners LLC 3
Franklin Templeton Money Fund Trust 3
R.H. Investment Group, LLC 3
Mullaney, Keating & Wright, Inc. 3
Trident IV LP 3
Forteris Wealth Management Inc. 3
JLBAX - John Hancock Funds II - Multimanager 2015 Lifetime Portfolio Class A 3
Aegis Financial Corp 3
FRIEX - Federated Adviser Series - Federated Emerging Markets Equity Fund Class C Shares 3
Persium Advisors, LLC 3
Clark & Stuart, Inc 3
Osher Van de Voorde Investment Management 3
Globe Life Inc. 3
JIBOX - John Hancock Funds II - Multi-Index Lifestyle Balanced Portfolio Class 1 3
JLAAX - John Hancock Funds II - Multimanager 2010 Lifetime Portfolio Class A 3
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 3
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 3
V2 Capital, LLC 3
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class 3
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 3
Penney Financial, LLC 3
SMDPX - STERLING CAPITAL FUNDS - STERLING CAPITAL SMID OPPORTUNITIES FUND A Shares 3
MISEX - Midas Series Trust - Midas Magic 3
Provident Living Financial Services, Inc. 3
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 3
Summit Creek Advisors LLC 3
Tbp Advisors Ltd 3
Clearwave Capital, LLC 3
BEOIX - Perpetual Americas Funds Trust - Barrow Hanley Concentrated Emerging Markets ESG Opportunities Fund Institutional Shares 3
RIMIX - Investment Managers Series Trust II - Sunbridge Capital Emerging Markets Fund Institutional Class 3
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares 3
Artesa Financial Group, LLC 3
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 3
BEMVX - Perpetual Americas Funds Trust - Barrow Hanley Emerging Markets Value Fund Institutional Shares 3
TINIX - NORTHERN LIGHTS FUND TRUST III - ACM Tactical Income Fund Class I 3
RULRX - World Funds Trust - Rule One Fund 3
JLEAX - John Hancock Funds II - Multimanager 2025 Lifetime Portfolio Class A 3
Drill Craig A 3
FrontFour Capital Group LLC 3
STONE RIDGE TRUST - Stone Ridge 2063 Longevity Income ETF 3
JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1 3
JRTBX - John Hancock Funds II - Multi-Index 2025 Lifetime Portfolio Class 1 3
JRLKX - John Hancock Funds II - Multi-Index 2015 Lifetime Portfolio Class R4 3
Lightyear Fund Ii, L.p. 3
Touchstone Capital, Inc. 3
JLDAX - John Hancock Funds II - Multimanager 2020 Lifetime Portfolio Class A 3
TORYX - Torray Fund - The Torray Fund Torray Fund 3
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF 3
STONE RIDGE TRUST - Stone Ridge 2062 Longevity Income ETF 3
BlackRock Health Sciences Trust II 3
Financial Alternatives, Inc 3
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 3
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 3
Portola Group Inc /ca 3
Wl Ross & Co Llc 3
ULTRA SERIES FUND - Aggressive Allocation Fund Class I 3
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB 3
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A 3
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 3
Arta Finance Wealth Management LLC 3
Polygon Management Ltd. 3
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. 3
Powerhouse Assets LLC 3
Sjbenen Advisory, Llc 3
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I 3
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 3
ULTRA SERIES FUND - Moderate Allocation Fund Class I 3
ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I 3
Auctus Advisors Llc 3
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class 3
Institutional Fiduciary Trust 3
BIECX - Datum One Series Trust - BRANDES INTERNATIONAL EQUITY FUND Class C 3
Johnson Wealth Management, LLC 3
Centenus Global Management, Lp 3
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 3
NNSDX - Nuveen Managed Accounts Portfolios Trust - Nuveen Securitized Credit Managed Accounts Portfolio Common Shares 3
Thayer Financial, L.L.C. 3
SMARX - Datum One Series Trust - BRANDES SEPARATELY MANAGED ACCOUNT RESERVE TRUST 3
DDJCX - ALPS Series Trust - DDJ Opportunistic High Yield Fund Class I 3
LIVR - EA Series Trust - Intelligent Livermore ETF 3
Money Market Portfolios 3
NIXT - EA Series Trust - Research Affiliates Deletions ETF 3
Forager Funds Management Pty Ltd 3
WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class 3
Independence Wealth Advisors, LLC 3
Salient MF Trust 3
Morgan Stanley India Investment Fund, Inc. 3
Destrier Capital Management Llc 3
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 3
Castle Creek Capital Partners VII, LP 3
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 3
Daxor Corp 3
Franklin U.s. Government Money Fund 3
ULTRA SERIES FUND - Mid Cap Fund Class I 3
Avory & Company, LLC 3
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 3
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 3
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 3
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 3
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 3
ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I 3
ULTRA SERIES FUND - Conservative Allocation Fund Class I 3
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 3
Amara Financial, Llc. 3
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares 3
Siguler Guff Advisers, Llc 3
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 3
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 3
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 3
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 3
ESIGX - Ashmore Funds - Ashmore Emerging Markets Equity ESG Fund Institutional Class 3
Sherry Group, Inc. 3
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 3
Osprey Private Wealth LLC 3
Value Investment Professionals, LLC 3
Krane Financial Solutions LLC 3
MALAX - Mirae Asset Discovery Funds - Asia Fund Class A Shares 3
Barings Participation Investors 3
RSMSX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Small Cap Fund Class A 3
Eaton Vance Senior Income Trust 3
GUMI - Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Municipal Income ETF 3
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class 3
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF 3
Eq Llc 3
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 3
Defender Capital, LLC. 3
Sab Capital Management Lp 3
Growth Portfolio 3
Durante & Waters, Llc 3
MCRO - IndexIQ ETF Trust - IQ Hedge Macro Tracker ETF 3
SSBRX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2025 Fund Class I 3
Finer Wealth Management, Inc. 3
McNamara Financial Services, Inc. 3
Consulta Ltd 3
Financial Planning Fort Collins, LLC 3
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 3
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor 3
Skye Global Management LP 3
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 3
Newton One Investments LLC 3
Convector Capital Management, LP 3
Torrey Growth & Income Advisors 3
Galaxy Group Investments LLC 3
Rutabaga Capital Management Llc/ma 3
Nuveen Mortgage Opportunity Term Fund 2 3
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 3
Blackstone / Gso Senior Floating Rate Term Fund 3
Blackstone / Gso Long-short Credit Income Fund 3
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 3
Kropog Financial Group, LLC 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Asset Allocation - Conservative VP Initial 3
QVOY - Ultimus Managers Trust - Q3 All-Season Active Rotation ETF 3
Roth Financial Partners LLC 3
RWTIX - Two Roads Shared Trust - Redwood AlphaFactor Tactical Core Fund Class I 3
Fiscal Wisdom Wealth Management, LLC 3
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 3
TSWEX - Advisors' Inner Circle Fund - Ts&w Equity Portfolio Institutional Class Shares 3
Banco BTG Pactual SA 3
Heartwood Wealth Management Ltd 3
ADVGX - Investment Managers Series Trust - Advisory Research All Cap Value Fund 3
Villanova Investment Management Co LLC 3
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF 3
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 3
MKIEX - Advisors' Inner Circle Fund - Mckee International Equity Portfolio Institutional Class Shares 3