Commodity Contracts Brokers and Dealers - Largest Owners in this Industry

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

Investor Number of Known Investments
UBS Group AG 149
Jane Street Group, Llc 147
Proequities, Inc. 138
Susquehanna International Group, Llp 130
Citadel Advisors Llc 129
Morgan Stanley 129
Royal Bank Of Canada 129
Bank Of America Corp /de/ 116
LPL Financial LLC 113
Advisor Group Holdings, Inc. 112
IFP Advisors, Inc 109
Wells Fargo & Company/mn 107
Tower Research Capital LLC (TRC) 105
Jpmorgan Chase & Co 104
Bank Of Montreal /can/ 103
Flow Traders U.s. Llc 100
Ladenburg Thalmann Financial Services Inc 98
Envestnet Asset Management Inc 97
Cambridge Investment Research Advisors, Inc. 95
Northwestern Mutual Wealth Management Co 94
Fmr Llc 93
Advisor Group, Inc. 92
Creative Planning 89
Old Mission Capital Llc 89
Citigroup Inc 86
Goldman Sachs Group Inc 86
Pnc Financial Services Group, Inc. 85
Kcg Holdings, Inc. 83
Parallax Volatility Advisers, L.P. 83
Ubs Ag 82
Virtu Financial LLC 81
Advisory Services Network, LLC 81
Cwm, Llc 79
Steward Partners Investment Advisory, Llc 75
Fifth Third Bancorp 74
Commonwealth Equity Services, Llc 73
Us Bancorp \de\ 73
American International Group, Inc. 73
Cetera Investment Advisers 73
Captrust Financial Advisors 73
Kestra Advisory Services, LLC 73
Private Advisor Group, LLC 72
Harbour Investments, Inc. 72
HighTower Advisors, LLC 71
MetLife Securities, Inc 71
Geneos Wealth Management Inc. 70
Ameriprise Financial Inc 70
Barclays Plc 68
Two Sigma Securities, Llc 67
Deutsche Bank Ag\ 66
Simplex Trading, Llc 64
Wolverine Trading, Llc 64
Stratos Wealth Partners, LTD. 64
Farther Finance Advisors, LLC 64
Raymond James Financial Inc 64
Stifel Financial Corp 64
GWM Advisors LLC 63
Global Retirement Partners, LLC 63
Jane Street Holding, LLC 63
Rockefeller Capital Management L.P. 62
Hrt Financial Lp 62
AE Wealth Management LLC 62
Raymond James & Associates 61
Sowell Financial Services LLC 60
Allworth Financial LP 60
American Portfolios Advisors 59
SG Americas Securities, LLC 59
NEXT Financial Group, Inc 58
Cetera Advisor Networks LLC 57
National Asset Management, Inc. 57
Federation des caisses Desjardins du Quebec 57
Belpointe Asset Management LLC 57
CIBC Private Wealth Group, LLC 57
Signaturefd, Llc 57
Comerica Bank 56
Mml Investors Services, Llc 56
Cutler Group LP 56
Raymond James Financial Services Advisors, Inc. 56
Credit Suisse Ag/ 55
Cetera Advisors LLC 55
Qube Research & Technologies Ltd 55
National Bank Of Canada /fi/ 55
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 55
Huntington National Bank 54
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 54
International Assets Investment Management, Llc 54
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 53
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 53
Sunbelt Securities, Inc. 53
Atria Investments Llc 52
MAI Capital Management 52
AdvisorNet Financial, Inc 52
IMC-Chicago, LLC 52
Mariner, LLC 52
Sei Investments Co 52
Bank of New York Mellon Corp 51
Spire Wealth Management 51
Brinker Capital Investments, LLC 51
Benjamin F. Edwards & Company, Inc. 50
Ronald Blue Trust, Inc. 50
Parallel Advisors, LLC 50
Assetmark, Inc 49
CoreCap Advisors, LLC 49
Ancora Advisors, LLC 49
IHT Wealth Management, LLC 49
Larson Financial Group LLC 49
Sigma Planning Corp 49
Wealthcare Advisory Partners LLC 48
WFG Advisors, LP 48
CIBC World Markets Inc. 48
Prospera Financial Services Inc 48
Group One Trading, L.p. 48
Janney Montgomery Scott LLC 47
Nbc Securities, Inc. 47
Creative Financial Designs Inc /adv 47
BlackRock, Inc. 46
First Allied Advisory Services, Inc. 46
Mutual Advisors, LLC 45
Wealth Enhancement Advisory Services, Llc 45
Money Concepts Capital Corp 45
Private Trust Co Na 45
Patriot Financial Group Insurance Agency, LLC 44
Ameritas Advisory Services, LLC 44
Centaurus Financial, Inc. 44
SRS Capital Advisors, Inc. 44
Commonwealth Equity Services, Inc 44
Flagship Harbor Advisors, Llc 44
Sawtooth Solutions, LLC 43
Millennium Management Llc 43
Bnp Paribas Arbitrage, Sa 43
Arkadios Wealth Advisors 43
Brookstone Capital Management 43
TD Waterhouse Canada Inc. 42
Seacrest Wealth Management, Llc 42
National Planning Corp 42
Mercer Global Advisors Inc /adv 41
Thrivent Financial For Lutherans 41
Financial Advocates Investment Management 41
Principal Securities, Inc. 41
Manufacturers Life Insurance Company, The 41
Bessemer Group Inc 41
Jones Financial Companies Lllp 41
Resources Investment Advisors, LLC. 41
Hartland & Co., LLC 40
Oppenheimer & Co Inc 40
Sound Income Strategies, LLC 40
NewSquare Capital LLC 40
We Are One Seven, LLC 40
Truist Financial Corp 40
Blair William & Co/il 39
Perigon Wealth Management, LLC 39
Northern Trust Corp 38
Integrated Wealth Concepts LLC 38
Scotia Capital Inc. 38
Cerity Partners LLC 38
EverSource Wealth Advisors, LLC 38
Avantax Advisory Services, Inc. 38
FNY Investment Advisers, LLC 38
Ameritas Investment Corp 38
Moors & Cabot, Inc. 37
Western Wealth Management, LLC 37
Equitable Holdings, Inc. 37
Financial Architects, Inc 37
CI Private Wealth, LLC 37
Mather Group, Llc. 37
Colony Group, LLC 37
Tradewinds Capital Management, LLC 37
Atria Wealth Solutions, Inc. 36
Belvedere Trading LLC 36
Mirae Asset Global Investments Co., Ltd. 36
Change Path, LLC 36
D.a. Davidson & Co. 36
Independent Advisor Alliance 36
Kingsview Wealth Management, LLC 35
Capital Investment Advisory Services, LLC 35
Advisor Resource Council 35
CENTRAL TRUST Co 35
Prelude Capital Management, Llc 35
Capital Analysts, Inc. 35
Whittier Trust Co 35
Carroll Financial Associates, Inc. 34
Regal Investment Advisors LLC 34
Aptus Capital Advisors, LLC 34
Gradient Investments LLC 34
StoneX Group Inc. 34
Kestra Private Wealth Services, Llc 34
Empowered Funds, LLC 34
HAP Trading, LLC 34
Orion Portfolio Solutions, LLC 34
Claraphi Advisory Network, LLC 34
Sanctuary Advisors, LLC 34
Ground Swell Capital, LLC 33
Valeo Financial Advisors, LLC 33
Wolverine Asset Management Llc 33
Stratos Wealth Advisors, LLC 33
New England Securities Corp /MA/ 33
Concert Wealth Management Inc. 33
Gts Securities Llc 33
Dynamic Advisor Solutions LLC 32
Beacon Pointe Advisors, LLC 32
J.w. Cole Advisors, Inc. 32
Quadrature Capital Ltd 31
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 31
Smartleaf Asset Management LLC 31
Axxcess Wealth Management, Llc 31
Ausdal Financial Partners, Inc. 31
Asset Dedication, LLC 31
Howe & Rusling Inc 31
Wealthspire Advisors, LLC 31
United Capital Financial Advisers, Llc 31
Foundations Investment Advisors, LLC 31
Chicago Partners Investment Group LLC 31
Transce3nd, LLC 30
JNBA Financial Advisors 30
Regions Financial Corp 30
Glenmede Trust Co Na 30
Wedbush Securities Inc 30
Headlands Technologies LLC 30
Newbridge Financial Services Group, Inc. 30
Golden State Wealth Management, LLC 30
Archer Investment Corp 29
Integrated Advisors Network LLC 29
Synovus Financial Corp 29
Merit Financial Group, LLC 29
Eqis Capital Management, Inc. 29
Ashton Thomas Private Wealth, LLC 29
M Holdings Securities, Inc. 29
U.S. Capital Wealth Advisors, LLC 29
Cresset Asset Management, LLC 29
Plante Moran Financial Advisors, LLC 29
Rehmann Capital Advisory Group 29
Macroview Investment Management Llc 29
Cornerstone Wealth Management, LLC 29
Optimum Investment Advisors 29
Strategic Wealth Partners, Ltd. 28
Jefferies Group LLC 28
Continuum Advisory, LLC 28
Lido Advisors, LLC 28
Almanack Investment Partners, LLC. 28
Invesco Ltd. 28
Nomura Holdings Inc 28
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 28
Coppell Advisory Solutions LLC 28
Sofos Investments, Inc. 28
Reilly Financial Advisors, Llc 28
Tradition Wealth Management, LLC 28
Hollencrest Capital Management 28
Stephens Inc /ar/ 27
Proficio Capital Partners LLC 27
Trustcore Financial Services, Llc 27
Snowden Capital Advisors LLC 27
Transamerica Financial Advisors, Inc. 27
Brown Brothers Harriman & Co 27
First Heartland Consultants, Inc. 27
Hudock, Inc. 27
Wiley Bros.-aintree Capital, Llc 27
Argentus Capital Management, LLC 27
Great Valley Advisor Group, Inc. 27
Whittier Trust Co Of Nevada Inc 27
Neuberger Berman Group LLC 27
O'shaughnessy Asset Management, Llc 27
V Wealth Advisors LLC 27
Managed Account Advisors Llc 27
Walleye Trading LLC 27
Partnervest Advisory Services LLC 27
M&t Bank Corp 27
Jump Financial, LLC 26
PFG Investments, LLC 26
U S Global Investors Inc 26
AlphaMark Advisors, LLC 26
Castleview Partners, Llc 26
Wunderlich Securities, Inc. 26
Old Mission Capital, Llc 26
Warren Averett Asset Management, LLC 26
Signet Financial Management, Llc 26
Pekin Hardy Strauss, Inc. 26
Emerald Investment Partners, Llc 25
GPS Wealth Strategies Group, LLC 25
Nwam Llc 25
Wilbanks Smith & Thomas Asset Management Llc 25
Csenge Advisory Group 25
Pensionmark Financial Group, Llc 25
Gupta Wealth Management LLC 25
Summit Financial, LLC 25
Sandy Spring Bank 25
Jfs Wealth Advisors, Llc 25
First Horizon Advisors, Inc. 25
ACG Wealth 25
Renaissance Technologies Llc 25
Walleye Capital LLC 25
Triumph Capital Management 25
MUFG Americas Holdings Corp 25
Synergy Financial Management, LLC 25
Aqr Capital Management Llc 25
Koshinski Asset Management, Inc. 25
Verus Capital Partners, Llc 24
SageView Advisory Group, LLC 24
Parkside Financial Bank & Trust 24
Toroso Investments, LLC 24
Solstein Capital, LLC 24
Private Ocean, LLC 24
Blue Bell Private Wealth Management, Llc 24
TCI Wealth Advisors, Inc. 24
Toronto Dominion Bank 24
XTX Topco Ltd 24
Arete Wealth Advisors, LLC 24
Insigneo Advisory Services, Llc 24
North Star Investment Management Corp. 24
Financial Management Professionals, Inc. 24
Baird Financial Group, Inc. 24
Park Avenue Securities Llc 24
Key FInancial Inc 24
First Republic Investment Management, Inc. 24
IFG Advisory, LLC 24
Cullen/frost Bankers, Inc. 24
First Manhattan Co 23
Tucker Asset Management Llc 23
Knight Capital Group, Inc. 23
Franklin Resources Inc 23
Sprott Inc. 23
Kovack Advisors, Inc. 23
Root Financial Partners, LLC 23
Kiker Wealth Management, LLC 23
Prime Capital Investment Advisors, LLC 23
Strategic Financial Concepts, LLC 23
Brown Advisory Inc 23
Evoke Wealth, Llc 23
Creekmur Asset Management LLC 23
GHP Investment Advisors, Inc. 23
Brookwood Investment Group LLC 23
BCJ Capital Management, LLC 23
Coastal Investment Advisors, Inc. 22
DAVENPORT & Co LLC 22
Evercore Wealth Management, LLC 22
Apollon Wealth Management, LLC 22
Valley National Advisers Inc 22
Bokf, Na 22
Sequoia Financial Advisors, LLC 22
Evanson Asset Management, LLC 22
Rossby Financial, LCC 22
Brewin Dolphin Ltd 22
RFG Advisory, LLC 22
Baldwin Brothers Inc/ma 22
Buckingham Strategic Partners 22
Vigilant Capital Management, LLC 22
Legacy Wealth Managment, LLC/ID 22
OneAscent Financial Services LLC 22
Institute for Wealth Management, LLC. 22
Retirement Group, LLC 22
Lincoln National Corp 22
Strategic Investment Solutions, Inc. /IL 22
FinTrust Capital Advisors, LLC 22
Level Four Advisory Services, Llc 22
Sargent Bickham Lagudis LLC 22
Horizon Kinetics Asset Management Llc 22
Tompkins Financial Corp 22
Financial Gravity Companies, Inc. 22
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 21
Pathstone Family Office, Llc 21
SHP Wealth Management 21
Glen Eagle Advisors, LLC 21
Jacobi Capital Management LLC 21
Johnson Financial Group, Inc. 21
3EDGE Asset Management, LP 21
Prudential Plc 21
WealthPLAN Partners, LLC 21
Townsquare Capital Llc 21
Kingswood Wealth Advisors, Llc 21
Total Clarity Wealth Management, Inc. 21
MCF Advisors LLC 21
GeoWealth Management, LLC 21
Team Financial Group, LLC 21
Ubs Asset Management Americas Inc 21
IndexIQ Advisors LLC 21
Evolution Wealth Management Inc. 21
Avidian Wealth Solutions, LLC 21
PFG Advisors 21
Harwood Advisory Group, LLC 21
Bb&t Securities, Llc 21
Thompson Davis & Co., Inc. 21
Atomi Financial Group, Inc. 21
Worth Asset Management, LLC 21
SILVER OAK SECURITIES, Inc 21
Simplicity Wealth,LLC 20
XR Securities LLC 20
Gateway Wealth Partners, LLC 20
Lee Financial Co 20
Eaton Vance Management 20
BlackRock Institutional Trust Company, N.A. 20
Hm Payson & Co 20
Placemark Investments, Inc. 20
Cambria Investment Management, L.P. 20
Independent Financial Group, Llc 20
RMR Wealth Builders 20
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 20
Verity Asset Management, Inc. 20
Insight Advisors, LLC/ PA 20
Golden State Equity Partners 20
REAP Financial Group, LLC 20
Focused Wealth Management, Inc 20
Cape Investment Advisory, Inc. 20
Hsbc Holdings Plc 20
D'Orazio & Associates, Inc. 20
HBW Advisory Services LLC 20
Crewe Advisors LLC 20
Jump Trading, LLC 20
FineMark National Bank & Trust 20
Trust Co Of Vermont 20
Modern Wealth Management, LLC 20
Trilogy Capital Inc. 20
Verition Fund Management LLC 20
Caitlin John, LLC 20
Madden Advisory Services, Inc. 20
Beacon Capital Management, LLC 20
Marex Group plc 20
Itau Unibanco Holding S.A. 20
Capital Advisors, Ltd. LLC 20
Strategic Blueprint, LLC 20
Claro Advisors LLC 20
Calton & Associates, Inc. 20
Winch Advisory Services, LLC 19
Adviser Investments LLC 19
Costello Asset Management, INC 19
Heritage Wealth Management, Llc 19
Financial Sense Advisors, Inc. 19
Moneta Group Investment Advisors Llc 19
Barometer Capital Management Inc. 19
Baker Ellis Asset Management LLC 19
Capital Asset Advisory Services LLC 19
WR Wealth Planners, LLC 19
Wealthfront Inc 19
Rothschild Investment Llc 19
Stifel Nicolaus & Co Inc \mo\ 19
Moloney Securities Asset Management, LLC 19
Pinnacle Summer Investments, Inc. 19
Harbor Investment Advisory, Llc 19
Prudential Financial Inc 19
Boothbay Fund Management, Llc 19
One Capital Management, LLC 19
Impact Partnership Wealth, LLC 19
Allegis Investment Advisors, LLC 19
Clearwater Capital Advisors, LLC 19
Householder Group Estate & Retirement Specialist, LLC 19
Wealth Quarterback LLC 19
PSI Advisors, LLC 19
Colony Group Llc 19
Wealthsource Partners, Llc 19
Keybank National Association/oh 19
Manchester Capital Management LLC 19
McIlrath & Eck, LLC 19
Washington Trust Bank 19
AlphaCore Capital LLC 19
Baker Avenue Asset Management, LP 19
Toth Financial Advisory Corp 19
Savior LLC 19
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 19
Lakeview Capital Partners, LLC 18
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 18
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 18
Integral Derivatives, LLC 18
Main Street Group, LTD 18
Stonebridge Capital Advisors LLC 18
Gemmer Asset Management LLC 18
Societe Generale 18
Virtue Capital Management, LLC 18
Meeder Asset Management Inc 18
Fiduciary Trust Co 18
Versant Capital Management, Inc 18
CX Institutional 18
Sanctuary Wealth Advisors, LLC 18
Johnson Investment Counsel Inc 18
Redhawk Wealth Advisors, Inc. 18
Covestor Ltd 18
CIBC Bancorp USA Inc. 18
JT Stratford LLC 18
Clear Harbor Asset Management, LLC 18
Truadvice, LLC 18
Beaird Harris Wealth Management, LLC 18
Krilogy Financial LLC 18
Next Financial Holdings 18
Bluefin Trading, LLC 18
Massmutual Trust Co Fsb/adv 18
Baystate Wealth Management LLC 18
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 18
Fiduciary Alliance LLC 18
tru Independence LLC 18
Evergreen Capital Management Llc 18
Essex Financial Services, Inc. 18
Jaffetilchin Investment Partners, LLC 18
Joel Isaacson & Co., LLC 18
SOUTH STATE Corp 18
Procyon Private Wealth Partners, LLC 18
Winslow, Evans & Crocker, Inc. 18
Two Sigma Investments, Lp 18
Fortis Capital Advisors, LLC 18
EPG Wealth Management LLC 18
NewEdge Wealth, LLC 18
ORG Partners LLC 18
Lloyd Advisory Services, LLC. 18
Citizens Financial Group Inc/ri 18
Integrated Wealth Management 18
Abound Wealth Management 18
Perennial Investment Advisors, LLC 18
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 18
Focus Financial Network, Inc. 18
Concurrent Investment Advisors, LLC 18
Mycio Wealth Partners, Llc 17
Edmond De Rothschild Holding S.a. 17
Advisors Preferred, LLC 17
IAG Wealth Partners, LLC 17
Dunhill Financial, LLC 17
Bartlett & Co. Wealth Management Llc 17
Founders Financial Securities Llc 17
Westside Investment Management, Inc. 17
Veritable, L.P. 17
TopTier Wealth Management, LLC 17
Activest Wealth Management 17
Penserra Capital Management LLC 17
Ieq Capital, Llc 17
Suntrust Banks Inc 17
DV Trading LLC 17
Advisory Alpha, LLC 17
Umb Bank N A/mo 17
Anfield Capital Management, LLC 17
Laffer Investments 17
WealthPlan Investment Management, LLC 17
Tidemark, LLC 17
1832 Asset Management L.P. 17
Motco 17
Lazard Asset Management Llc 17
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 17
GFS Advisors, LLC 17
Janney Capital Management LLC 17
Commerce Bank 17
EP Wealth Advisors, Inc. 17
Westport Resources Management Inc 17
Miracle Mile Advisors, LLC 17
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 17
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 17
BDO Wealth Advisors, LLC 17
Eudaimonia Partners, LLC 17
Betterment LLC 17
Apriem Advisors 17
Van Hulzen Asset Management, LLC 17
ICA Group Wealth Management, LLC 17
Squarepoint Ops LLC 17
DHJJ Financial Advisors, Ltd. 17
Ameritas Investment Partners, Inc. 17
Acorn Wealth Advisors, LLC 17
Wealthcare Capital Management Llc 17
Ameriflex Group, Inc. 17
Optima Capital Llc 17
Safeguard Investment Advisory Group, LLC 17
SJS Investment Consulting Inc. 17
Wealthspire Advisors, L.P. 17
Armis Advisers, LLC 17
Tudor Investment Corp Et Al 17
Ahrens Investment Partners LLC 17
Savant Capital, LLC 17
Inspire Advisors, LLC 17
Armstrong Advisory Group, Inc 17
Private Advisory Group LLC 16
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 16
Private Wealth Advisors, LLC 16
Weiss Multi-Strategy Advisers LLC 16
Nomura Asset Management Co Ltd 16
Bank Of Nova Scotia 16
Quantitative Advantage, LLC 16
Copia Wealth Management 16
Freestone Capital Holdings, LLC 16
Moisand Fitzgerald Tamayo, LLC 16
Edge Wealth Management LLC 16
Kovitz Investment Group Partners, LLC 16
Fermata Advisors, LLC 16
Leo Wealth, LLC 16
Thurston, Springer, Miller, Herd & Titak, Inc. 16
Beacon Financial Group 16
Vestmark Advisory Solutions, Inc. 16
VestGen Advisors, LLC 16
Institutional & Family Asset Management, Llc 16
Meridian Wealth Management, LLC 16
Exane Derivatives 16
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 16
Trust Co 16
Intellectus Partners, LLC 16
Smith, Moore & Co. 16
Well Done, LLC 16
Covington Capital Management 16
Glassman Wealth Services 16
Salem Investment Counselors Inc 16
Aveo Capital Partners, LLC 16
Professional Financial Advisors, LLC 16
Highline Wealth Partners Llc 16
Raymond James Trust N.a. 16
VSR Financial Services, Inc. 16
Hilltop Holdings Inc. 16
Wellington Management Group Llp 16
Princeton Global Asset Management LLC 16
Bartlett & Co. LLC 16
Medallion Wealth Advisors, LLC 16
Antonetti Capital Management LLC 16
Visionary Wealth Advisors 16
Strategic Wealth Advisors Group, LLC 16
Matauro, Llc 16
Certified Advisory Corp 16
Coppell Advisory Solutions Corp. 16
Usca Ria Llc 16
Private Capital Group, LLC 16
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 16
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 16
Mainstay Capital Management Llc /adv 16
Ionic Capital Management LLC 16
DRW Securities, LLC 16
Resurgent Financial Advisors LLC 16
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 16
HB Wealth Management, LLC 16
55i, Llc 16
Laurel Wealth Advisors LLC 16
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 16
BRYN MAWR TRUST Co 16
FDx Advisors, Inc. 16
Quadrant Capital Group Llc 16
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 16
Cary Street Partner Investment Advisory Llc 16
TCG Advisory Services, LLC 15
Oliver Lagore Vanvalin Investment Group 15
Fortis Group Advisors, LLC 15
Guardian Life Insurance Co Of America 15
Clarus Wealth Advisors 15
MONECO Advisors, LLC 15
Raleigh Capital Management Inc. 15
Texas Yale Capital Corp. 15
Venturi Wealth Management, LLC 15
PEAK6 Investments, L.P. 15
Liberty Wealth Management Llc 15
FourThought Financial, LLC 15
Cantor Fitzgerald, L. P. 15
Lindbrook Capital, Llc 15
Joseph P. Lucia & Associates, LLC 15
Hantz Financial Services, Inc. 15
Investment Centers Of America Inc 15
Timber Hill LLC 15
Merriman Wealth Management, LLC 15
Benjamin Edwards Inc 15
Northern Oak Wealth Management Inc 15
Colonial Trust Co / SC 15
Pinnacle Associates Ltd 15
Beacon Capital Management, Inc. 15
Avion Wealth 15
Financial Enhancement Group LLC 15
Carmichael Hill & Associates, Inc. 15
Vantage Investment Advisors, LLC 15
Apella Capital, LLC 15
RWM Asset Management, LLC 15
Mount Yale Investment Advisors, LLC 15
Glass Jacobson Investment Advisors llc 15
Opal Wealth Advisors, LLC 15
WASHINGTON TRUST Co 15
Claybrook Capital, LLC 15
Caldwell Securities, Inc 15
Mcguire Capital Advisors Inc 15
S.A. Mason LLC 15
Nvwm, Llc 15
Cribstone Capital Management, LLC 15
IPG Investment Advisors LLC 15
Mission Wealth Management, Lp 15
St. Johns Investment Management Company, LLC 15
Bogart Wealth, LLC 15
Capital Advisory Group Advisory Services, LLC 15
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 15
Avestar Capital, LLC 15
Vicus Capital 15
Css Llc/il 15
Paloma Partners Management Co 15
Regentatlantic Capital Llc 15
Simon Quick Advisors, Llc 15
Financial Counselors Inc 15
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 15
Tcfg Wealth Management, Llc 15
Pinnacle Wealth Planning Services, Inc. 15
Heritage Wealth Advisors 15
Firestone Capital Management 15
Oarsman Capital, Inc. 15
Atlantic Union Bankshares Corp 15
TRUE Private Wealth Advisors 15
Envestnet Portfolio Solutions, Inc. 15
Halbert Hargrove Global Advisors, Llc 15
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 15
FormulaFolio Investments, LLC 15
Anchor Investment Management, LLC 15
LexAurum Advisors, LLC 15
Samalin Investment Counsel, LLC 15
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 15
Nations Financial Group Inc, /ia/ /adv 15
Buckingham Strategic Wealth, Llc 14
Noble Wealth Management PBC 14
Transcend Wealth Collective, Llc 14
Advantage Investment Management, Llc 14
Colonial Trust Advisors 14
Claudia M.p. Batlle, Crp (r) Llc 14
Integrity Alliance, Llc. 14
Archford Capital Strategies, LLC 14
Carolinas Wealth Consulting Llc 14
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 14
Baird Robert W & Co Inc /wi/ 14
CVA Family Office, LLC 14
Axa S.a. 14
Boston Private Wealth Llc 14
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 14
Ing Groep Nv 14
Vontobel Holding Ltd. 14
Coldstream Capital Management Inc 14
Aviance Capital Management, Llc 14
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 14
Clear Point Advisors Inc. 14
Enterprise Financial Services Corp 14
Tsfg, Llc 14
Atlas Capital Advisors Llc 14
Main Street Financial Solutions, LLC 14
Gladstone Institutional Advisory LLC 14
Hobbs Group Advisors, LLC 14
New Harbor Financial Group, LLC 14
Blume Capital Management, Inc. 14
Cahill Financial Advisors Inc 14
Maripau Wealth Management Llc 14
Rsm Us Wealth Management Llc 14
Journey Strategic Wealth Llc 14
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 14
Allianz Asset Management GmbH 14
Clear Creek Financial Management, LLC 14
Counsel Portfolio Services Inc. 14
Quantinno Capital Management LP 14
SMART Wealth LLC 14
Northwest Wealth Management, Llc 14
Scarborough Advisors, LLC 14
Guild Investment Management, Inc. 14
Ironwood Financial, llc 14
HHM Wealth Advisors, LLC 14
Camarda Financial Advisors, LLC 14
Nbt Bank N A /ny 14
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 14
Pathstone Holdings, LLC 14
Cordasco Financial Network 14
Lenox Wealth Advisors, LLC 14
Summit Trail Advisors, Llc 14
Live Your Vision, LLC 14
Tortoise Investment Management, LLC 14
Alliancebernstein L.p. 14
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 14
Prestige Wealth Management Group LLC 14
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 14
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 14
Confluence Investment Management Llc 14
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 14
Hexagon Capital Partners LLC 14
American Capital Advisory, LLC 14
Cowen Group, Inc. 14
Total Investment Management Inc 14
Accel Wealth Management 14
Wolff Wiese Magana Llc 14
Nalls Sherbakoff Group, Llc 14
Mariner Wealth Advisors-NYC, LLC 14
Laurel Wealth Advisors, Inc. 14
Measured Wealth Private Client Group, LLC 13
QCM Cayman, Ltd. 13
Executive Wealth Management, LLC 13
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 13
Tocqueville Asset Management L.p. 13
Congress Wealth Management LLC / DE / 13
Seamans Capital Management, LLC 13
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 13
Valmark Advisers, Inc. 13
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 13
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 13
Frazier Financial Advisors, LLC 13
K.J. Harrison & Partners Inc 13
Old National Bancorp /in/ 13
AlphaStar Capital Management, LLC 13
United Advisor Group, LLC 13
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 13
Danda Trouve Investment Management, Inc. 13
Alpha Cubed Investments, LLC 13
Advocacy Wealth Management Services, LLC 13
Empirical Asset Management, LLC 13
Fulcrum Equity Management 13
Alexandria Capital, LLC 13
Montag A & Associates Inc 13
Picton Mahoney Asset Management 13
Webster Bank, N. A. 13
Kayne Anderson Rudnick Investment Management Llc 13
EWG Elevate Inc. 13
Truvestments Capital Llc 13
JJJ Advisors Inc. 13
Highlander Capital Management, LLC 13
WT Wealth Management 13
Pacific Capital Wealth Advisors, Inc 13
Fisher Asset Management, LLC 13
Advyzon Investment Management, LLC 13
Financial Consulate, Inc 13
Berger Financial Group, Inc 13
Cornerstone Planning Group LLC 13
LaSalle St. Investment Advisors, LLC 13
Security National Bank 13
Sankala Group LLC 13
Ballew Advisors, Inc 13
Boston Private Bank & Trust Co 13
SG3 Management, LLC 13
Bluefin Capital Management, Llc 13
Walkner Condon Financial Advisors LLC 13
Twin Peaks Wealth Advisors, LLC 13
RMB Capital Management, LLC 13
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 13
Spectrum Wealth Counsel, LLC 13
Modera Wealth Management, LLC 13
Herold Advisors, Inc. 13
VisionPoint Advisory Group, LLC 13
Aspect Partners, LLC 13
Signal Advisors Wealth, LLC 13
Tyler-Stone Wealth Management 13
Clear Street Markets Llc 13
Smithfield Trust Co 13
Rational Advisors Llc 13
Motiv8 Investments LLC 13
Marshall Wace, Llp 13
Richard C. Young & CO., LTD. 13
Pettinga Financial Advisors, LLC 13
UMA Financial Services, Inc. 13
WCG Wealth Advisors LLC 13
Founders Financial Alliance, LLC 13
Keating Financial Advisory Services, Inc. 13
Obermeyer Wood Investment Counsel, Lllp 13
Kohmann Bosshard Financial Services, LLC 13
HBK Sorce Advisory LLC 13
Rathbone Brothers plc 13
World Equity Group, Inc. 13
Fortis Advisors, LLC 13
Camden Capital, LLC 13
Allen Capital Group, LLC 13
Kistler-Tiffany Companies, LLC 13
Stonebridge Financial Group, LLC 13
San Francisco Sentry Investment Group (ca) 13
180 Wealth Advisors, Llc 13
Royal Fund Management, LLC 13
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 13
Spot Trading L.L.C 13
Bleakley Financial Group, LLC 13
Cassaday & Co Wealth Management LLC 13
David R. Rahn & Associates Inc. 13
Lowe Wealth Advisors, LLC 13
Crabel Capital Management, LLC 13
Russell Investments Group, Ltd. 13
Parametric Portfolio Associates Llc 13
Comerica Securities Inc 13
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 13
SOA Wealth Advisors, LLC. 13
VitalStone Financial, LLC 12
Concord Wealth Partners 12
LifePlan Financial Group, Inc 12
Geode Capital Management, Llc 12
Dakota Wealth Management 12
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 12
TAP Consulting, LLC 12
Global Wealth Strategies & Associates 12
Personal Cfo Solutions, Llc 12
Ledyard National Bank 12
Disciplined Investments, LLC 12
Pacitti Group Inc. 12
Beaumont Financial Advisors, LLC 12
Cyndeo Wealth Partners, LLC 12
Grimes & Company, Inc. 12
Evolution Wealth Advisors, LLC 12
Sovereign Financial Group, Inc. 12
Sugarloaf Wealth Management, LLC 12
Signature Resources Capital Management, LLC 12
Horan Securities, Inc. 12
Clarity Financial LLC 12
Fortitude Advisory Group L.L.C. 12
Guerra Advisors Inc 12
Woodmont Investment Counsel Llc 12
Trellus Management Company, LLC 12
Wade G W & Inc 12
Quest 10 Wealth Builders, Inc. 12
Independence Bank of Kentucky 12
Arcadia Investment Management Corp/mi 12
Great West Life Assurance Co /can/ 12
City National Bank 12
BerganKDV Wealth Management, LLC 12
RiverFront Investment Group, LLC 12
Tactive Advisors, LLC 12
Sheets Smith Wealth Management 12
Keel Point, LLC 12
Compagnie Lombard Odier SCmA 12
Hoey Investments, Inc 12
Gwn Securities Inc. 12
Burt Wealth Advisors 12
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 12
Per Stirling Capital Management, LLC. 12
Wipfli Financial Advisors Llc, 12
Boston Advisors Llc 12
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 12
Haven Private, LLC 12
Centric Wealth Management 12
Quent Capital, LLC 12
Ironsides Asset Advisors, LLC 12
Rise Advisors, LLC 12
Wexford Capital Lp 12
Pin Oak Investment Advisors Inc 12
Daiwa Securities Group Inc. 12
Fusion Family Wealth LLC 12
WESPAC Advisors, LLC 12
Traynor Capital Management, Inc. 12
Estate Planners Group, LLC 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 12
SBI Securities Co., Ltd. 12
Guggenheim Capital Llc 12
Pineridge Advisors LLC 12
Capital Wealth Alliance, LLC 12
Harel Insurance Investments & Financial Services Ltd. 12
SWAN Capital LLC 12
Delos Wealth Advisors, LLC 12
Surevest, LLC 12
Smart Money Group LLC 12
Vanguard Capital Wealth Advisors 12
Point72 Asset Management, L.P. 12
First Command Advisory Services, Inc. 12
Natixis 12
Mascoma Wealth Management LLC 12
Polianta Ltd 12
Exit Wealth Advisors, LLC. 12
Guardian Wealth Advisors, Llc / Nc 12
Painted Porch Advisors LLC 12
CETF - DriveWealth ETF Trust - DriveWealth ICE 100 Index ETF 12
Qci Asset Management Inc/ny 12
Clark Capital Management Group, Inc. 12
Salomon & Ludwin, LLC 12
Sonora Investment Management, LLC 12
BlackRock Advisors LLC 12
Leavell Investment Management, Inc. 12
Good Life Advisors, LLC 12
Bienville Capital Management, LLC 12
Commerzbank Aktiengesellschaft /fi 12
Strategic Advocates LLC 12
Oakworth Capital, Inc. 12
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 12
Natixis Advisors, L.p. 12
Exencial Wealth Advisors, Llc 12
Secure Asset Management, LLC 12
Financial Perspectives, Inc 12
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 12
Accuvest Global Advisors 12
Pacifica Partners Inc. 12
Hilltop National Bank 12
Triad Wealth Partners, LLC 12
Latitude Advisors, LLC 12
ETRADE Capital Management LLC 12
Wealth Preservation Advisors, LLC 12
Cooper Financial Group 12
Sii Investments Inc/wi 12
Ritter Daniher Financial Advisory LLC / DE 12
Glovista Investments LLC 12
Savvy Advisors, Inc. 12
Avantax Planning Partners, Inc. 12
Weaver Consulting Group 12
McAdam, LLC 12
BOK Financial Private Wealth, Inc. 12
Romano Brothers And Company 12
Twin Focus Capital Partners, Llc 12
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 11
Financial Services Advisory Inc 11
Bellwether Advisors, LLC 11
First City Capital Management, Inc. 11
Quaker Wealth Management, LLC 11
Endurance Wealth Management, Inc. 11
Roble, Belko & Company, Inc 11
Addison Advisors LLC 11
Fiduciary Financial Group, Llc 11
Kanaly Trust Co 11
American Century Companies Inc 11
My Legacy Advisors, LLC 11
Jefferies Financial Group Inc. 11
Us Financial Advisors, Llc 11
Drive Wealth Management, Llc 11
Cypress Capital Management LLC (WY) 11
Raab & Moskowitz Asset Management LLC 11
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 11
First Interstate Bank 11
New Century Advisors, LLC 11
Global Assets Advisory, LLC 11
O'Dell Group, LLC 11
Legacy Investment Solutions, LLC 11
American National Bank 11
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 11
Beaumont Financial Partners, LLC 11
Strengthening Families & Communities, LLC 11
Kore Private Wealth LLC 11
Retirement Planning Co of New England, Inc. 11
SpiderRock Advisors, LLC 11
Balyasny Asset Management Llc 11
Wealth Watch Advisors, INC 11
Essential Partners LLC 11
Pine Valley Investments Ltd Liability Co 11
Bfsg, Llc 11
Venture Visionary Partners LLC 11
JTHIX - James Alpha Funds Trust - James Alpha Total Hedge Portfolio Class I 11
CT Financial Advisors LLC 11
Richard W. Paul & Associates, LLC 11
Gen-Wealth Partners Inc 11
FNY Managed Accounts LLC 11
Telemus Capital, Llc 11
Northwest Capital Management Inc 11
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 11
Thoroughbred Financial Services, Llc 11
Amplius Wealth Advisors, LLC 11
Crestwood Advisors Group LLC 11
Basso Capital Management, L.p. 11
Hunting Hill Global Capital, LLC 11
Fieldpoint Private Securities, LLC 11
Mariner Investment Group Llc 11
Ten Capital Wealth Advisors, LLC 11
Vise Technologies, Inc. 11
Formidable Asset Management, LLC 11
Exchange Traded Concepts, Llc 11
Pure Financial Advisors, Inc. 11
Ellis Investment Partners, LLC 11
Waterloo Capital, L.P. 11
Flynn Zito Capital Management, Llc 11
Atlantic Edge Private Wealth Management, LLC 11
Main Management LLC 11
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 11
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 11
Caption Management, LLC 11
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 11
BlackRock Investment Management, LLC 11
Financial Network Wealth Advisors LLC 11
Shay Capital LLC 11
Chilton Capital Management Llc 11
Retirement Planning Group 11
D. E. Shaw & Co., Inc. 11
Cardiff Park Advisors, Llc 11
Segall Bryant & Hamill, Llc 11
Capstone Investment Advisors, Llc 11
Fundamentun, Llc 11
Tru Independence Asset Management 2, Llc 11
Frontier Wealth Management LLC 11
Blueprint Investment Partners LLC 11
London & Capital Asset Management Ltd 11
Great Lakes Retirement, Inc. 11
Kms Financial Services, Inc 11
BBVA USA Bancshares, Inc. 11
Rockbridge Investment Management, LCC 11
Legg Mason Investment Counsel, LLC 11
HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF 11
Fielder Capital Group LLC 11
Accurate Wealth Management, LLC 11
Laidlaw Wealth Management LLC 11
Marathon Trading Investment Management LLC 11
Pinkerton Retirement Specialists, LLC 11
Encompass More Asset Management 11
Stone House Investment Management, LLC 11
FNY Partners Fund LP 11
Wakefield Asset Management LLLP 11
Signature Securities Group Corporation 11
First National Trust Co 11
Macquarie Group Ltd 11
AMG National Trust Bank 11
Arlington Trust Co LLC 11
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 11
Aspiriant, Llc 11
NorthRock Partners, LLC 11
Genworth Financial Inc 11
YHB Investment Advisors, Inc. 11
HighPoint Advisor Group LLC 11
Hamilton Wealth, LLC 11
Wilkerson Advisory Group LLC 11
Center for Financial Planning, Inc. 11
Personal Wealth Partners 11
American Financial Network Advisory Services Llc 11
Elite Wealth Management, Inc. 11
AllSquare Wealth Management LLC 11
Geneva Advisors, LLC 11
CapWealth Advisors, LLC 11
LS Investment Advisors, LLC 11
Garde Capital, Inc. 11
Intrua Financial, LLC 11
Ruggie Capital Group 11
Sepio Capital, LP 11
Milestone Asset Management, Llc 11
Bedel Financial Consulting, Inc. 11
Palladium Partners Llc 11
Fiera Capital Corp 11
Mountain Capital Investment Advisors, Inc 11
Hl Financial Services Llc 11
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 11
Brighton Jones Llc 11
Sovran Advisors, LLC 11
State Street Corp 11
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF 11
Capital Bank & Trust Co 11
Schonfeld Strategic Advisors LLC 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 11
Red Door Wealth Management, LLC 10
HCR Wealth Advisors 10
Cheviot Value Management, LLC 10
Wedmont Private Capital 10
WMS Partners, LLC 10
Boenning & Scattergood, Inc. 10
XML Financial, LLC 10
Evermay Wealth Management Llc 10
Wagner Wealth Management, Llc 10
Inspirion Wealth Advisors, Llc 10
Dynamic Technology Lab Private Ltd 10
LGT Financial Advisors LLC 10
Northwestern Mutual Investment Services Llc 10
Midwest Trust Co 10
CNB Bank 10
Stancorp Investment Advisers Inc 10
Gould Capital, LLC 10
BSW Wealth Partners 10
RPg Family Wealth Advisory, LLC 10
Putnam Fl Investment Management Co 10
Signature Estate & Investment Advisors Llc 10
MADDEN SECURITIES Corp 10
GRRSX - James Alpha Funds Trust - James Alpha Macro Fund Class R6 10
Horrell Capital Management, Inc. 10
Advisor OS, LLC 10
N.E.W. Advisory Services LLC 10
Eastern Bank 10
Camelot Portfolios, LLC 10
Private Wealth Partners, LLC 10
Nadler Financial Group, Inc. 10
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF 10
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 10
Pinnacle Financial Partners Inc 10
Optiver Holding B.V. 10
Coston, McIsaac & Partners 10
Credit Agricole S A 10
Spears Abacus Advisors LLC 10
Barrett & Company, Inc. 10
Polar Asset Management Partners Inc. 10
Fore Capital, LLC 10
Americana Partners, LLC 10
Decker Retirement Planning Inc. 10
Harvest Investment Services, LLC 10
Gables Capital Management Inc. 10
Klr Investment Advisors, Llc 10
Kathmere Capital Management, LLC 10
First Hawaiian Bank 10
Investmark Advisory Group LLC 10
Portfolio Strategies, Inc. 10
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 10
Ubs Oconnor Llc 10
TCFG Investment Advisors, LLC 10
Vima Llc 10
American Trust 10
Capital Investment Advisors, LLC 10
Game Plan Financial Advisors, LLC 10
Catalyst Capital Advisors LLC 10
Nova Wealth Management, Inc. 10
Columbus Macro, LLC 10
Lodestone Wealth Management LLC 10
Ethos Financial Group, LLC 10
Americafirst Capital Management, Llc 10
Lake Street Advisors Group, Llc 10
Confluence Wealth Services, Inc. 10
Mount Lucas Management LP 10
Caxton Associates Lp 10
Kings Point Capital Management 10
Elequin Capital Lp 10
Cranbrook Wealth Management, LLC 10
Soltis Investment Advisors LLC 10
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 10
Chevy Chase Trust Holdings, Inc. 10
Clear Perspective Advisors, LLC 10
Silvercrest Asset Management Group Llc 10
Black Swift Group, LLC 10
Windhaven Investment Management, Inc. 10
Legacy Private Trust Co. 10
Manchester Financial Inc 10
Nuveen Asset Management, LLC 10
National Philanthropic Trust 10
Hengehold Capital Management Llc 10
Kiley Juergens Wealth Management, Llc 10
Dubuque Bank & Trust Co 10
Fifth Third Securities, Inc. 10
Parsons Capital Management Inc/ri 10
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 10
Squar Milner Financial Services Llc 10
Gotham Asset Management, LLC 10
Oxinas Partners Wealth Management LLC 10
Zacks Investment Management 10
Manatuck Hill Partners, LLC 10
Investors Research Corp 10
Wealthbridge Capital Management, Llc 10
Pinnacle Bancorp, Inc. 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 10
Stonehage Fleming Financial Services Holdings Ltd 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 10
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 10
Associated Banc-corp 10
Argent Trust Co 10
J.P. Turner & Co Capital Mnagement, LLC 10
Skopos Labs, Inc. 10
Guardian Wealth Advisors, LLC 10
Lehman Financial Resources, Inc. 10
Semmax Financial Advisors Inc. 10
BKD Wealth Advisors, LLC 10
ProVise Management Group, LLC 10
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 10
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 10
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 10
Choate Investment Advisors 10
Charter Oak Capital Management, LLC 10
Bft Financial Group, Llc 10
Oxler Private Wealth LLC 10
Farmers & Merchants Investments Inc 10
City Holding Co 10
MBM Wealth Consultants, LLC 10
Ibex Wealth Advisors 10
New York State Common Retirement Fund 10
Southeast Asset Advisors Inc. 10
New York Life Investment Management Llc 10
GAMMA Investing LLC 10
TCTC Holdings, LLC 10
Twin Tree Management, LP 10
China Universal Asset Management Co., Ltd. 10
Loomis Sayles & Co L P 10
Knollwood Investment Advisory, LLC 10
Steel Peak Wealth Management LLC 10
Cpwm, Llc 10
Gill Capital Partners, Llc 10
Mayflower Financial Advisors, LLC 10
Cutter & CO Brokerage, Inc. 10
IFC & Insurance Marketing, Inc. 10
Girard Partners Ltd. 10
Sheaff Brock Investment Advisors, LLC 10
Robinson Value Management, Ltd. 10
Advisors Capital Management, LLC 10
Wealthfront Advisers Llc 10
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 10
Patten Group, Inc. 10
Kalos Management, Inc. 10
Dogwood Wealth Management LLC 10
POM Investment Strategies, LLC 10
Legend Financial Advisors, Inc. 10
SignalPoint Asset Management, LLC 10
Park Square Financial Group, LLC 10
Two Sigma Advisers, Lp 10
Howard Wealth Management, Llc 10
Mackenzie Financial Corp 10
Destination Wealth Management 10
CWA Asset Management Group, LLC 10
Eagle Bay Advisors LLC 10
Global Wealth Management Investment Advisory, Inc. 10
St Germain D J Co Inc 10
Rothschild Investment Corp /il 10
Boreal Capital Management LLC 10
Global View Capital Management LLC 10
Q3 Asset Management 10
Investors Capital Advisory Services 10
Beacon Investment Advisory Services, Inc. 10
Inscription Capital, LLC 9
Barber Financial Group, Inc. 9
First Trust Advisors Lp 9
Mark Sheptoff Financial Planning, Llc 9
CenterStar Asset Management, LLC 9
Alpine Global Management, LLC 9
Indexiq Trust 9
Sterling Investment Advisors, Ltd. 9
Tiaa, Fsb 9
Mesirow Financial Investment Management, Inc. 9
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 9
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 9
Sumitomo Mitsui Trust Holdings, Inc. 9
Us Global Investors Funds 9
Quadrant Private Wealth Management, LLC 9
Genesis Wealth Advisors, LLC 9
Relative Value Partners Group, LLC 9
Theory Financial Llc 9
Gerstein Fisher 9
GoalVest Advisory LLC 9
Kcm Investment Advisors Llc 9
Legacy Financial Group LLC 9
Clearview Wealth Advisors LLC 9
Karlinski Andrew C 9
Platform Technology Partners 9
Loeb Partners Corp 9
Axiom Investment Management LLC 9
Balentine LLC 9
Independent Wealth Network Inc. 9
Angeles Wealth Management, Llc 9
L.m. Kohn & Company 9
Astoria Portfolio Advisors LLC. 9
WFA of San Diego, LLC 9
Intelligence Driven Advisers, LLC 9
InterOcean Capital, LLC 9
Plan Group Financial, LLC 9
West Oak Capital, LLC 9
Roosevelt Investment Group Llc 9
Creative Capital Management Investments LLC 9
Bouchey Financial Group Ltd 9
Mraz, Amerine & Associates, Inc. 9
Psagot Investment House Ltd. 9
Rosenberg Matthew Hamilton 9
State Of Wisconsin Investment Board 9
Alliance Wealth Advisors, LLC /UT 9
First PREMIER Bank 9
Meridian Wealth Partners, LLC 9
Vident Investment Advisory, LLC 9
Consolidated Portfolio Review Corp 9
QS Investors, LLC 9
Sageworth Trust Co 9
Element Wealth, LLC 9
RENN Fund, Inc. 9
Kingdom Financial Group LLC. 9
Nemes Rush Group LLC 9
Cherry Tree Wealth Management, LLC 9
Mayfair Advisory Group, LLC 9
BCS Wealth Management 9
DecisionPoint Financial, LLC 9
Delta Asset Management Llc/tn 9
Banque Cantonale Vaudoise 9
Doliver Advisors, Lp 9
West Paces Advisors Inc. 9
BKM Wealth Management, LLC 9
Aurora Private Wealth, Inc. 9
Cmt Trading Llc 9
Benedetti & Gucer, Inc. 9
RPG Investment Advisory, LLC 9
Peapack Gladstone Financial Corp 9
Arlington Capital Management, Inc. 9
BlueCrest Capital Management Ltd 9
Discipline Wealth Solutions, LLC 9
Bank Of The West 9
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 9
Cambridge Advisors Inc. 9
Concorde Asset Management, LLC 9
Tfo-tdc, Llc 9
Your Advocates Ltd., LLP 9
Gerber Kawasaki Wealth & Investment Management 9
Bristlecone Advisors, LLC 9
Beacon Financial Advisory LLC 9
Planning Capital Management Corp 9
Bulltick Wealth Management, LLC 9
Tarbox Family Office, Inc. 9
WealthTrust Fairport, LLC 9
Cutler Investment Counsel Llc 9
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 9
Oxbow Advisors, LLC 9
Accordant Advisory Group Inc 9
Hbk Investments L P 9
Hussman Strategic Advisors, Inc. 9
Global Financial Private Client, LLC 9
Dixon Hughes Goodman Wealth Advisors LLC 9
MCRO - IndexIQ ETF Trust - IQ Hedge Macro Tracker ETF 9
Ardsley Advisory Partners Lp 9
Wealthgarden F.s. Llc 9
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 9
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 9
ORG Wealth Partners, LLC 9
Principia Wealth Advisory, LLC 9
Howard Bailey Securities, Llc 9
Mountain Lake Investment Management LLC 9
Kozak & Associates, Inc. 9
Ingalls & Snyder Llc 9
Philadelphia Trust Co 9
Albion Financial Group /ut 9
Urban Wealth Management, LLC 9
SNS Financial Group, LLC 9
Cohen & Steers, Inc. 9
Integrated Investment Consultants, LLC 9
Barry Investment Advisors, LLC 9
Wharton Business Group, LLC 9
Primoris Wealth Advisors, Llc 9
Maridea Wealth Management LLC 9
BlackDiamond Wealth Management Inc. 9
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 9
InterOcean Capital Group, LLC 9
Td Asset Management Inc 9
Reyes Financial Architecture, Inc. 9
Diligent Investors, LLC 9
Banque Transatlantique SA 9
Sentinel Trust Co Lba 9
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 9
Interchange Capital Partners, LLC 9
Vermillion Wealth Management, Inc. 9
Capital A Wealth Management, LLC 9
Raffles Associates Lp 9
Trust Co Of Toledo Na /oh/ 9
First National Corp /ma/ /adv 9
Zhang Financial LLC 9
Private Wealth Asset Management, LLC 9
Highbridge Capital Management Llc 9
Haverford Trust Co 9
3d Asset Management, Inc 9
Comerica Securities,inc. 9
FLP Wealth Management, LLC 9
Ropes Wealth Advisors Llc 9
Glenmede Investment Management, LP 9
Caldwell Trust Co 9
Aspire Private Capital, LLC 9
Strategic Capital Alternatives LLC 9
Carnick & Kubik, LLC 9
People's United Financial, Inc. 9
Hoover Financial Advisors, Inc. 9
First Personal Financial Services 9
Genesee Capital Advisors, LLC 9
Cannell Peter B & Co Inc 9
Collaborative Wealth Managment Inc. 9
Charles Schwab Investment Management Inc 9
Pasadena Private Wealth, LLC 9
Anson Funds Management LP 9
Fort Point Capital Partners LLC 9
Godfrey Financial Associates, Inc. 9
Pinnacle Wealth Management Advisory Group, LLC 9
Banco BTG Pactual S.A. 9
Vectors Research Management, LLC 9
Bell Rock Capital Llc 9
Kavar Capital Partners, LLC 9
Federated Hermes, Inc. 9
Selective Wealth Management, Inc. 9
Thompson Siegel & Walmsley Llc 9
Life Planning Partners, Inc 9
Weiss Strategic Interval Fund 9
Pinnacle Financial Partners, Inc. 9
Pathway Financial Advisors LLC 9
Garton & Associates Financial Advisors LLC 9
J Arnold Wealth Management Co 9
Walser Wealth Management Company, A Ltd Liability Co 9
Financial Engines Advisors L.L.C. 9
Bluesphere Advisors, LLC 9
SFG Wealth Management, LLC. 9
Vanguard Advisers Inc 9
MYDA Advisors LLC 9
Victory Capital Management Inc 9
X-Square Capital, LLC 9
K2 Principal Fund, L.p. 9
Wesbanco Bank Inc 9
Asset Planning Services, Ltd. 9
First Command Financial Services, Inc. 9
RE Dickinson Investment Advisors, LLC 9
PineBridge Investments, L.P. 8
Ignite Planners, LLC 8
Strive Financial Group ,LLC 8
Contravisory Investment Management, Inc. 8
GETCO Holding Company, LLC 8
Leuthold Group, Llc 8
Tiedemann Advisors, Llc 8
Sentinel Pension Advisors Inc 8
First Financial Corp /in/ 8
Lgl Partners, Llc 8
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 8
Pittenger & Anderson Inc 8
HWG Holdings LP 8
Fortitude Family Office, LLC 8
One Charles Private Wealth Services, LLC 8
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 8
Roman Butler Fullerton & Co 8
Bray Capital Advisors 8
Arrow Investment Advisors, LLC 8
Grove Bank & Trust 8
Pitcairn Co 8
Hutchens & Kramer Investment Management Group, LLC 8
Northwest Financial Advisors 8
Banque Pictet & Cie Sa 8
Kwmg, Llc 8
Front Row Advisors LLC 8
Napa Wealth Management 8
Capital Directions Investment Advisors, LLC 8
Arcus Capital Partners, LLC 8
Lenox Wealth Management, Inc. 8
ARGI Investment Services, LLC 8
IMA Wealth, Inc. 8
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 8
BEAM Asset Management, LLC 8
Compass Ion Advisors, LLC 8
GV Financial Advisors 8
Voisard Asset Management Group, Inc. 8
Kelly Financial Services LLC 8
Sachetta, LLC 8
Centerpoint Advisors, LLC 8
Verde Servicos Internacionais S.A. 8
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 8
Sowa Financial Group, Inc. 8
Focus Financial Network Inc /adv 8
Clarity Asset Management, Inc. 8
Marino, Stram & Associates Llc 8
Oak Grove Capital LLC 8
Abacus Planning Group, Inc. 8
WealthTrust-Arizona, LLC 8
Paradigm Financial Advisors, LLC 8
TNMAX - 1290 Funds - 1290 Multi-Alternative Strategies Fund Class A 8
AlTi Global, Inc. 8
EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB 8
Capital Performance Advisors Llp 8
New Wave Wealth Advisors Llc 8
Omnia Family Wealth, LLC 8
Clal Insurance Enterprises Holdings Ltd 8
Community Bank, N.A. 8
Fwl Investment Management, Llc 8
Paulson Wealth Management Inc. 8
Symphony Asset Management Llc 8
James Investment Research Inc 8
Syntal Capital Partners, LLC 8
Register Financial Advisors LLC 8
CFS Investment Advisory Services, LLC 8
Horizon Investments, LLC 8
Thomas J. Herzfeld Advisors, Inc. 8
United Services Automobile Association 8
Richardson Capital Management LLC 8
Kmg Fiduciary Partners, Llc 8
Vermillion & White Wealth Management Group, LLC 8
Magnus Financial Group LLC 8
Maia Wealth LLC 8
Global Endowment Management, LP 8
Bell Bank 8
Regency Capital Management Inc.\DE 8
Barrett Asset Management, LLC 8
Networth Advisors, LLC 8
Dorsey Wright & Associates 8
PenderFund Capital Management Ltd. 8
Global Financial Private Capital, LLC 8
PlanVest Financial, Inc 8
Onyx Bridge Wealth Group LLC 8
Vivaldi Capital Management, LLC 8
Spectrum Planning & Advisory Services Inc. 8
Prosperity Wealth Management, Inc. 8
Fiduciary Family Office, Llc 8
Millstone Evans Group, LLC 8
Capital One, National Association 8
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 8
TD Capital Management LLC 8
Navis Wealth Advisors, LLC 8
GenTrust, LLC 8
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 8
Pacific Center for Financial Services 8
Hudson Bay Capital Management LP 8
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 8
Atwood & Palmer Inc 8
Atticus Wealth Management, Llc 8
Asset Management One Co., Ltd. 8
Tiaa-cref Individual & Institutional Services, Llc 8
SevenBridge Financial Group, LLC 8
SeaBridge Investment Advisors LLC 8
Matrix Private Capital Group Llc 8
IMG Wealth Management, Inc. 8
Truepoint, Inc. 8
Private Capital Advisors, Inc. 8
Atlantic Trust, LLC 8
Financial Freedom, LLC 8
Horizon Financial Services, Llc 8
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 8
Forum Finance Group S.A. 8
BOS Asset Management, LLC 8
Intercontinental Wealth Advisors, LLC 8
McMahon Financial Advisors, LLC 8
Sharkey, Howes & Javer 8
Convergent Wealth Advisors 8
Sterne Agee Group, Inc. 8
Bel Air Investment Advisors Llc 8
Nachman Norwood & Parrott, Inc 8
Delta Investment Management, LLC 8
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 8
Mkd Wealth Coaches, Llc 8
SCS Capital Management LLC 8
Mirador Capital Partners LP 8
Sunrise Financial Services, LLC 8
Ibex Investors LLC 8
Gofen & Glossberg Llc /il/ 8
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 8
Legacy Financial Advisors, Inc. 8
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 8
Polaris Wealth Advisory Group, LLC 8
Imprint Wealth LLC 8
Waldron Private Wealth LLC 8
Brandywine Oak Private Wealth Llc 8
EFG Asset Management (Americas) Corp. 8
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 8
DWAT - Arrow Investments Trust - Arrow DWA Tactical ETF 8
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 8
Klingman & Associates, LLC 8
Wall Street Access Asset Management, LLC 8
Robertson Stephens Wealth Management, LLC 8
Diversify Advisory Services, LLC 8
Bradley Foster & Sargent Inc/ct 8
Monolith Advisors 8
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 8
Dialectic Capital Management, Lp 8
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 8
Permanens Capital L.P. 8
First Command Bank 8
Patton Albertson Miller Group, Llc 8
RBF Capital, LLC 8
CAPROCK Group, Inc. 8
East Coast Asset Management, LLC. 8
Livingston Group Asset Management CO (operating as Southport Capital Management) 8
Trust Department Mb Financial Bank N A 8
Laurel Oak Wealth Management, Llc 8
E&G Advisors, LP 8
Keudell/Morrison Wealth Management 8
Washington Trust Advisors, Inc. 8
JTHAX - SARATOGA ADVANTAGE TRUST - James Alpha Total Hedge Portfolio Class A Shares 8
Garrett Investment Advisors LLC 8
AXS Investments LLC 8
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund 8
Harvest Fund Management Co., Ltd 8
Balboa Wealth Partners 8
Biltmore Capital Advisors LLC 8
Lake Point Wealth Management 8
Altfest L J & Co Inc 8
Heck Capital Advisors, LLC 8
Roxbury Financial LLC 8
DCF Advisers, LLC 8
Brown Miller Wealth Management, LLC 8
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 8
Financial Insights, Inc. 8
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 8
Sfmg, Llc 8
Ambassador Advisors, LLC 8
Fidelis Capital Partners, LLC 8
Efficient Advisors, LLC 8
Equitec Proprietary Markets, Llc 8
Price T Rowe Associates Inc /md/ 8
Covenant Multifamily Offices, LLC 8
Lansing Street Advisors 8
GLG Partners LP 8
Alhambra Investment Partners LLC 8
Public Employees Retirement System Of Ohio 8
Quattro Advisors LLC 8
Crews Bank & Trust 8
Cedar Mountain Advisors, LLC 8
Tcwp Llc 8
Occidental Asset Management, LLC 8
Windsor Creek Advisors, Llc 8
Perennial Advisors, LLC 8
Curian Capital Llc 8
Carolina Wealth Advisors, LLC 8
Highland Capital Management, Llc 8
Aj Wealth Strategies, Llc 8
Cohen & Steers Closed-end Opportunity Fund, Inc. 8
WESPAC Advisors SoCal, LLC 8
Voya Financial Advisors, Inc. 8
Cornerstone Advisory, LLC 8
Cambridge Trust Co 8
Dorsey & Whitney Trust CO LLC 8
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 8
Winnow Wealth Llc 8
Park Edge Advisors, LLC 8
Migdal Insurance & Financial Holdings Ltd. 8
SkyView Investment Advisors, LLC 8
Bank Julius Baer & Co. Ltd, Zurich 8
CBIZ Investment Advisory Services, LLC 8
Luminist Capital LLC 8
LRI Investments, LLC 8
Accredited Wealth Management, LLC 8
Van Eck Associates Corp 8
Investors Asset Management Of Georgia Inc /ga/ /adv 8
Bailard, Inc. 8
Authentikos Wealth Advisory, LLC 8
Coastal Capital Group, Inc. 8
Synergy Investment Management, LLC 8
Marks Group Wealth Management, Inc 8
Prentiss Smith & Co Inc 8
Discovery Capital Management, Llc / Ct 8
Mach-1 Financial Group, Inc. 8
B.O.S.S. Retirement Advisors, LLC 8
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 8
Ritholtz Wealth Management 8
DeDora Capital, Inc. 8
Invenio Wealth Partners Llc 8
Morton Brown Family Wealth, LLC 8
Parker Investment Management, LLC 8
Investor's Fiduciary Advisor Network, LLC 8
Opera Trading Capital 8
Tcg Advisors, Lp 8
First Horizon Corp 8
Concentrum Wealth Management 8
Valentine Capital Asset Management, Inc. 8
Homrich & Berg 8
Holos Integrated Wealth LLC 8
Signature Equity Partners, LLC 8
Central Bank & Trust Co 8
Hc Financial Advisors Inc 8
Missouri Trust & Investment Co 8
EHP Funds Inc. 8
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 8
DB Wealth Management Group, LLC 8
BIP Wealth, LLC 8
Henrickson Nauta Wealth Advisors, Inc. 7
Saxon Interests, Inc. 7
Petra Financial Advisors Inc 7
Berkeley Capital Partners, LLC 7
L & S Advisors Inc 7
Key Capital Management, INC 7
Wealth Enhancement Trust Services, Inc. 7
Forum Financial Management, LP 7
McClarren Financial Advisors, Inc. 7
Private Portfolio Partners Llc 7
Brinker Capital Inc 7
Hurley Capital, LLC 7
J. Safra Sarasin Holding AG 7
New England Private Wealth Advisors LLC 7
Capital Guardian Trust Co 7
Rockland Trust Co 7
Cedar Brook Financial Partners, LLC 7
Mid-American Wealth Advisory Group, Inc. 7
Ferguson Wellman Capital Management, Inc 7
Apeiron RIA LLC 7
Fedenia Advisers LLC 7
Upper Left Wealth Management, LLC 7
Empirical Finance, LLC 7
First New York Securities Llc /ny 7
Regent Peak Wealth Advisors LLC 7
E Fund Management Co., Ltd. 7
Kaizen Financial Strategies 7
Allred Capital Management, LLC 7
Hayden Royal, Llc 7
JTC Employer Solutions Trusteee Ltd 7
Compass Capital Corp /ma/ /adv 7
Sterling Financial Planning, Inc. 7
Meramec Financial Planners, LLC 7
Baker Tilly Financial, Llc 7
Graves-Light Private Wealth Management, Inc. 7
Legacy Bridge, LLC 7
Private Wealth Strategies, L.L.C. 7
First Foundation Advisors 7
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 7
Eudaimonia Advisors Llc 7
Levin Capital Strategies, L.p. 7
Intesa Sanpaolo Wealth Management 7
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 7
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 7
Corbenic Partners LLC 7
Glenview Trust Co 7
Mission Creek Capital Partners, Inc. 7
Cypress Wealth Services, LLC 7
StrategIQ Financial Group, LLC 7
Westwood Holdings Group Inc 7
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 7
Cobblestone Capital Advisors Llc /ny/ 7
Schaper Benz & Wise Investment Counsel Inc/wi 7
Cozad Asset Management Inc 7
Fusion Investment Group, LLC 7
Select Asset Management & Trust 7
Magnolia Private Wealth, LLC 7
Cypress Capital Group 7
Acumen Wealth Advisors, LLC 7
Warren Street Wealth Advisors, LLC 7
Tiaa Trust, National Association 7
Evanston Investments, Inc., dba Evanston Advisors 7
C M Bidwell & Associates Ltd 7
RHJ International SA 7
Brand Asset Management Group, Inc. 7
Hickory Point Bank & Trust 7
Gruss & Co., LLC 7
Greenline Partners, LLC 7
Hara Capital LLC 7
Phoenix Wealth Advisors 7
Better Money Decisions, LLC 7
Welch & Forbes Llc 7
Coastline Trust Co 7
Western Pacific Wealth Management, LP 7
Dowling & Yahnke Llc 7
Silverlake Wealth Management Llc 7
Asset One Wealth Management LLC 7
Pennsylvania Trust Co 7
Juncture Wealth Strategies, Llc 7
Eagle Strategies LLC 7
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 7
True Wealth Design, LLC 7
West Branch Capital LLC 7
EFG International AG 7
Clarkston Capital Partners, LLC 7
F3Logic, LLC 7
Kingfisher Capital LLC 7
Qvr Llc 7
Global Trust Asset Management, LLC 7
Iberiabank Corp 7
Ci Investments Inc. 7
Bayesian Capital Management, LP 7
Ferguson Shapiro LLC 7
Arlington Partners LLC 7
Diversify Wealth Management, Llc 7
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 7
True North Advisors, LLC 7
Landaas & Co /wi /adv 7
Gunpowder Capital Management, LLC dba Oliver Wealth Management 7
Money Design Co.,Ltd. 7
Hartline Investment Corp/ 7
Turim 21 Investimentos Ltda. 7
TBH Global Asset Management, LLC 7
Guidant Wealth Advisors 7
Inlight Wealth Management, LLC 7
Howland Capital Management Llc 7
Bramshill Investments, LLC 7
Bb&t Investment Services, Inc. 7
Biltmore Family Office, LLC 7
American State Bank (Iowa) 7
Boston Financial Mangement Llc 7
Grey Fox Wealth Advisors, LLC 7
Pinnacle Advisory Group, Inc. 7
Diametric Capital, LP 7
Hibernia Wealth Partners, LLC 7
Woodard & Co Asset Management Group Inc /adv 7
Berkshire Asset Management Llc/pa 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 7
Cardan Capital Partners, LLC 7
Vision Retirement, LLC 7
CWM Advisors, LLC 7
Verdence Capital Advisors LLC 7
Jackson, Grant Investment Advisers, Inc. 7
Runnymede Capital Advisors, Inc. 7
LMR Partners LLP 7
Sullivan, Bruyette, Speros & Blaney, LLC 7
Guardian Partners Inc. 7
Ford Financial Group, LLC 7
Providence Capital Advisors, LLC 7
Win Advisors, Inc 7
Founders Capital Management 7
Wintrust Investments Llc 7
Lombard Odier Asset Management (USA) Corp 7
Bellwether Investment Group, LLC 7
Partners Capital Investment Group, Llp 7
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7
Graney & King, LLC 7
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 7
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 7
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 7
Litman Gregory Asset Management LLC 7
John W. Brooker & Co., CPAs 7
Torch Wealth Management LLC 7
Brightworth 7
Acorn Financial Advisory Services Inc /adv 7
Prio Wealth Limited Partnership 7
Brevan Howard Capital Management LP 7
AssuredPartners Investment Advisors, LLC 7
Lattice Strategies LLC 7
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 7
WealthTrak Capital Management LLC 7
Old Second National Bank Of Aurora 7
Stanford Investment Group, Inc. 7
DGS Capital Management, LLC 7
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 7
Welch Group, LLC 7
Horan Capital Advisors, LLC. 7
Foster Dykema Cabot & Partners, Llc 7
Alpha Omega Wealth Management LLC 7
Absolute Capital Management, LLC 7
TFG Advisers LLC 7
American Research & Management Co. 7
Rooted Wealth Advisors, Inc. 7
Shapiro Robert N 7
HighMark Wealth Management LLC 7
Financial Advisory Service, Inc. 7
PFG Private Wealth Management, LLC 7
Nepc Llc 7
Modus Advisors, LLC 7
Pilgrim Partners Asia Pte Ltd 7
Bingham Osborn & Scarborough Llc 7
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 7
Briaud Financial Planning, Inc 7
Laird Norton Trust Company, Llc 7
Generation Capital Management LLC 7
Sagespring Wealth Partners, Llc 7
NFP Retirement, Inc. 7
CMT Asset Management Ltd 7
Maple Securities Usa Inc 7
Mattson Financial Services, LLC 7
Shine Investment Advisory Services Inc 7
Country Trust Bank 7
Carnegie Capital Asset Management, LLC 7
Athena Capital Advisors Llc 7
Net Worth Advisory Group 7
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 7
Exchange Capital Management, Inc. 7
Atlas Private Wealth Management 7
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 7
IFC Holdings Incorporated/FL 7
WESCAP Management Group, Inc. 7
Smith, Salley & Associates 7
Courier Capital Llc 7
Tuttle Tactical Management LLC 7
Vertex Planning Partners, LLC 7
Smart Portfolios, LLC 7
Cassady Schiller Wealth Management, LLC 7
St. James Investment Company, LLC 7
New England Capital Financial Advisors LLC 7
MBL Wealth, LLC 7
Chemical Bank 7
First Eagle Investment Management, LLC 7
Mpwm Advisory Solutions, Llc 7
Healthcare Of Ontario Pension Plan Trust Fund 7
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 7
Brave Asset Management Inc 7
Landscape Capital Management, L.l.c. 7
Montis Financial, LLC 7
GM Advisory Group, Inc. 7
Daymark Wealth Partners, Llc 7
Sanders Morris Harris Llc 7
Coastal Bridge Advisors, LLC 7
Capital Advisors Inc/ok 7
BlackRock Group LTD 7
Kilter Group LLC 7
Wood Tarver Financial Group, LLC 7
Charles Schwab Investment Advisory, Inc. 7
QALTX - Advisors Preferred Trust - Quantified Alternative Investment Fund Investor Class Shares 7
Alesco Advisors Llc 7
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 7
Austin Private Wealth, LLC 7
Elevated Capital Advisors, LLC 7
Wetherby Asset Management Inc 7
Cobiz Investment Management, Llc 7
Stapp Wealth Management, Pllc 7
Brookfield Asset Management Inc. 7
FSA Advisors, Inc. 7
Empower Advisory Group, LLC 7
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 7
Stansberry Asset Management, Llc 7
Capital Wealth Planning, LLC 7
Jump Trading, Llc 7
Sound View Wealth Advisors Group, LLC 7
Eagle Global Advisors Llc 7
TERIX - Investment Managers Series Trust II - All Terrain Opportunity Fund Institutional Class 7
Sandler Capital Management 7
Matrix Trust Co 7
Symmetry Peak Management Llc 7
National Wealth Management Group, LLC 7
Barnes Wealth Management Group, Inc 7
Teamwork Financial Advisors, LLC 7
Schroder Investment Management Group 7
Blueprint Financial Advisors LLC 7
Prosperity Consulting Group, LLC 7
Atlas Private Wealth Advisors 7
Peregrine Asset Advisers, Inc. 7
BlueChip Wealth Advisors LLC 7
MASTER BOND LLC - Master Total Return Portfolio 7
Six Circles Trust - Six Circles Global Bond Fund 7
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 7
Morton Capital Management LLC/CA 7
J. Goldman & Co LP 7
Investment Partners, Ltd. 7
PYA Waltman Capital, LLC 7
Crown Wealth Group, LLC 7
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 7
Cornerstone Wealth Group, LLC 7
RVW Wealth, LLC 7
Vigilare Wealth Management 7
Bulwark Capital Corp 7
Euro Pacific Asset Management, LLC 7
Visionary Asset Management, Inc. 7
Kera Capital Partners, Inc. 7
Revisor Wealth Management LLC 7
Lake Street Financial Llc 7
Bell Investment Advisors, Inc 7
Kowal Investment Group, LLC 7
Grey Street Capital, LLC 7
Revolve Wealth Partners, LLC 7
Chatham Capital Group, Inc. 7
Duncker Streett & Co Inc 7
Mosaic Family Wealth, LLC 7
Scoggin Management Lp 7
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 7
Sapient Capital Llc 7
Hazlett, Burt & Watson, Inc. 7
Tennessee Valley Asset Management Partners 7
Viewpoint Capital Management LLC 7
Hemenway Trust Co LLC 7
High Net Worth Advisory Group LLC 7
Quest Capital Management Inc /adv 7
Mid Atlantic Financial Management Inc/adv 7
Artemis Wealth Advisors, LLC 7
Sterling Capital Management LLC 7
Basepoint Wealth LLC 7
Trustmark National Bank Trust Department 7
Vident Advisory, LLC 7
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 7
Howard Financial Services, Ltd. 7
Jeppson Wealth Management, Llc 7
Vantage Point Financial LLC 7
Mason & Associates Inc 7
Integrity Financial Corp /WA 7
Archer Investment Management, LLC 7
Guidance Point Advisors, LLC 7
HAP Trading, LLC 7
Altus Wealth Group LLC 7
Iron Horse Wealth Management, LLC 7
Black Diamond Financial, LLC 7
Waratah Capital Advisors Ltd. 7
Condor Capital Management 7
ExodusPoint Capital Management, LP 7
Column Capital Advisors, LLC 7
Whitaker-Myers Wealth Managers, LTD. 7
Amundi 7
Transform Wealth, LLC 7
IFS Advisors, LLC 7
Aprio Wealth Management, LLC 7
Bay Harbor Wealth Management, LLC 7
MTM Investment Management, LLC 7
Menlo Advisors Llc 6
Chelsea Counsel Co 6
Rain Capital Management, LLC 6
Gabelli Funds Llc 6
Koesten, Hirschmann & Crabtree, INC. 6
Cidel Asset Management Inc 6
Rialto Wealth Management, LLC 6
Hillsdale Investment Management Inc. 6
Connecticut Wealth Management, LLC 6
RIA Advisory Group LLC 6
One + One Wealth Management, Llc 6
Insight 2811, Inc. 6
Compass Efficient Model Portfolios, LLC 6
Financial & Tax Architects, LLC 6
Sterneck Capital Management, LLC 6
Empyrean Capital Partners, LP 6
Peak6 Llc 6
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 6
Whitener Capital Management, Inc. 6
Cfm Wealth Partners Llc 6
Chesapeake Asset Management Llc 6
Greenwich Wealth Management LLC 6
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 6
WestEnd Advisors, LLC 6
Johnson Midwest Financial, LLC 6
Bcm Advisors, Llc 6
First Business Financial Services, Inc. 6
Foresight Wealth Management, LLC 6
High Point Bank & Trust Co 6
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 6
Stevens Capital Management Lp 6
Avondale Wealth Management 6
Blue Capital, Inc. 6
Cascade Financial Partners, LLC 6
Cauble & Harre Wealth Management, Inc. 6
Kraft, Davis & Associates, LLC 6
Indie Asset Partners, LLC 6
Keebeck Wealth Management, LLC 6
Chicago Capital, LLC 6
Flaharty Asset Management, LLC 6
Prostatis Group LLC 6
PHH Investments, Ltd. 6
Ntv Asset Management Llc 6
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 6
4wealth Advisors, Inc. 6
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 6
Summit Wealth Group Llc / Co 6
Veracity Capital LLC 6
Avos Capital Management, LLC 6
Dana Investment Advisors, Inc. 6
West Chester Capital Advisors, Inc 6
Sig Brokerage, Lp 6
Shamrock Asset Management LLC 6
Ritter Daniher Financial Advisory, Llc 6
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 6
Argyle Capital Partners, LLC 6
Elmwood Wealth Management, Inc. 6
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 6
Promus Capital, LLC 6
Altshuler Shaham Ltd 6
Quad-Cities Investment Group, LLC 6
GFG Capital, LLC 6
Andromeda Capital LLC 6
Praetorian Capital Management LLC 6
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 6
Mjp Associates Inc /adv 6
Sassicaia Capital Advisers Llc 6
Oppenheimer Asset Management Inc. 6
Interactive Financial Advisors 6
Townsend Asset Management Corp /nc/ /adv 6
Greenleaf Trust 6
Voya Prime Rate Trust 6
Jackson Hole Capital Partners, LLC 6
BigSur Wealth Management LLC 6
Cavalier Investments, LLC 6
Strait & Sound Wealth Management LLC 6
Shepherd Kaplan Krochuk, Llc 6
Journey Advisory Group, LLC 6
Centurion Wealth Management LLC 6
Traphagen Investment Advisors Llc 6
Capital Management Associates, Inc 6
Triton Wealth Management, PLLC 6
Teacher Retirement System Of Texas 6
Talon Private Wealth, LLC 6
Silicon Valley Capital Partners 6
EVGBX - Evermore Funds Trust - Evermore Global Value Fund Investor Class 6
Ciovacco Capital Management LLC 6
Whalerock Point Partners, Llc 6
Ronald Blue & Co Llc 6
Invst, LLC 6
Ballentine Partners, LLC 6
Fourth Dimension Wealth, LLC 6
MBE Wealth Management, LLC 6
Kings Path Partners LLC 6
Moore Capital Management, Lp 6
Kelman-Lazarov, Inc. 6
Aris Wealth Services, Inc. 6
Westfuller Advisors, LLC 6
Wellspring Financial Advisors, LLC 6
Pallas Capital Advisors LLC 6
Auxano Advisors, LLC 6
Baltimore-Washington Financial Advisors, Inc. 6
S. Muoio & Co. Llc 6
Ball & Co Wealth Management Inc. 6
Panagora Asset Management Inc 6
First National Bank of South Miami 6
Titleist Asset Management, Ltd. 6
Gsa Capital Partners Llp 6
Ade, Llc 6
Oxford Asset Management Llp 6
Lumature Wealth Partners, LLC 6
Clifford Swan Investment Counsel Llc 6
Pacific Sage Partners, LLC 6
McKinley Carter Wealth Services, Inc. 6
Palumbo Wealth Management LLC 6
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 6
Augustine Asset Management Inc 6
BLB&B Advisors, LLC 6
Walled Lake Planning & Wealth Management, Llc 6
ARS Wealth Advisors Group, LLC 6
Allegheny Financial Group LTD 6
Archetype Wealth Partners 6
XY Planning Network, Inc. 6
SOL Capital Management CO 6
Ironwood Investment Counsel, LLC 6
Pitcairn Wealth Advisors LLC 6
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 6
Courage Miller Partners, LLC 6
RFP Financial Group LLC 6
Providence Wealth Advisors, LLC 6
FRG Family Wealth Advisors LLC 6
Tacita Capital Inc 6
Equitable Trust Co 6
Newport Capital Group, LLC 6
Bank Hapoalim Bm 6
Woodward Diversified Capital, Llc 6
Perritt Capital Management Inc 6
Family Management Corp 6
Strategic Asset Management, LLC 6
Sutton Wealth Advisors Inc. 6
Cornerstone Advisors, Inc. 6
TCF National Bank 6
Arrow Financial Corp 6
Mitsubishi UFJ Trust & Banking Corp 6
Safe Harbor Fiduciary, LLC 6
Wealthcare Capital Partners, LLC 6
Southland Equity Partners LLC 6
Deane Retirement Strategies, Inc. 6
Steward Financial Group LLC 6
Fure Financial Corp 6
Bristol Advisors, LLC 6
Cliftonlarsonallen Wealth Advisors, Llc 6
JDM Financial Group LLC 6
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class 6
GRRIX - SARATOGA ADVANTAGE TRUST - James Alpha Macro Portfolio Class I Shares 6
Callan Family Office, LLC 6
USERX - US GLOBAL INVESTORS FUNDS - Gold and Precious Metals Fund 6
Simplify Asset Management Inc. 6
Intrepid Capital Management Inc 6
Alchemi Wealth, LLC 6
Cypress Capital, LLC 6
ShoreHaven Wealth Partners, LLC 6
United Asset Strategies, Inc. 6
Sentinus, LLC 6
CQS Cayman LP 6
Clark Asset Management, LLC 6
Manager Directed Portfolios - Pemberwick Fund Shares 6
Nicolet Bankshares Inc 6
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 6
Nikulski Financial, Inc. 6
Windsor Capital Management, LLC 6
Parcion Private Wealth LLC 6
Clg Llc 6
Apexium Financial, Lp 6
Canal Capital Management, LLC 6
Fma Advisory Inc 6
Nokomis Capital, L.L.C. 6
United Capital Management of KS, Inc. 6
Badgley Phelps Wealth Managers, LLC 6
Schechter Investment Advisors, LLC 6
Portfolio Solutions, LLC 6
Canton Hathaway, LLC 6
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 6
Thomaspartners, Inc. 6
Meridian Wealth Advisors, LLC 6
Barnett & Company, Inc. 6
Tobias Financial Advisors, Inc. 6
Sax Wealth Advisors, Llc 6
Annex Advisory Services, LLC 6
Gyl Financial Synergies, Llc 6
Werba Rubin Papier Wealth Management 6
Benson Wealth Management INC 6
TRTY - Cambria ETF Trust - Cambria Trinity ETF 6
Osbon Capital Management Llc 6
GMOM - Cambria ETF Trust - Cambria Global Momentum ETF 6
Aries Wealth Management 6
Sandy Cove Advisors, LLC 6
Banco Santander, S.A. 6
Benchmark Financial Wealth Advisors, LLC 6
Abacus Wealth Partners, LLC 6
First National Bank Of Omaha 6
Pathway Financial Advisers, LLC 6
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 6
Castle Rock Wealth Management, LLC 6
Man Group plc 6
Atlas Financial Advisors, Inc. 6
Titleist Asset Management, Llc 6
PCA Investment Advisory Services Inc. 6
Safeguard Financial, LLC 6
Thor Advisors, Llc 6
Emfo, Llc 6
Hunter Perkins Capital Management, LLC 6
New England Investment & Retirement Group, Inc. 6
Hanlon Investment Management, Inc. 6
D. Scott Neal, Inc. 6
Ares Financial Consulting, LLC 6
Sterling Global Strategies LLC 6
Smallwood Wealth Investment Management, LLC 6
BTG Pactual Global Asset Management Ltd 6
Horst & Graben Wealth Management LLC 6
Field & Main Bank 6
Flagship Wealth Advisors, Llc 6
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 6
Aspen Investment Management Inc 6
Crescent Grove Advisors, LLC 6
My Portfolio Guide, LLC 6
Bangor Savings Bank 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 6
Cabana Llc 6
Geneva Partners, LLC 6
Octavia Wealth Advisors, LLC 6
Baron Financial Group, LLC 6
Td Private Client Wealth Llc 6
Regal Wealth Group, Inc. 6
King Luther Capital Management Corp 6
Cable Hill Partners, LLC 6
Castle Wealth Management Llc 6
Community Financial Services Group, LLC 6
IAM Advisory, LLC 6
One Wealth Advisors, LLC 6
Proffitt & Goodson Inc 6
Vanguard National Trust Co 6
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 6
Telemetry Investments, L.L.C. 6
Aventura Private Wealth, LLC 6
NWF Advisory Services Inc. 6
Quintium Advisors, LLC 6
Clearbridge Investments, LLC 6
Oxford Financial Group Ltd 6
Alerus Financial Na 6
Financial Partners Group, Inc 6
Florida Financial Advisors, Llc 6
Innovative Asset Advisors Group, LLC 6
Clean Yield Group 6
Gainplan LLC 6
Checchi Capital Advisers, LLC 6
Gluskin Sheff & Assoc Inc 6
Lbmc Investment Advisors, Llc 6
Integrated Wealth Counsel, Llc 6
HHG & Company, LLC 6
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 6
Deer Park Road Corp 6
SYM FINANCIAL Corp 6
Inverness Counsel Llc /ny/ 6
Moller Financial Services 6
Nicholas Hoffman & Company, LLC. 6
Annis Gardner Whiting Capital Advisors, LLC 6
Prosperity Financial Group, Inc. 6
Arrowgrass Capital Partners (us) Lp 6
Eschler Asset Management LLP 6
Cibc World Markets Corp 6
McAlvany Wealth Management LLC 6
Actinver Wealth Management, Inc. 6
Aft, Forsyth & Company, Inc. 6
Fortem Financial Group, Llc 6
OTA Financial Group L.P. 6
First Citizens Bank & Trust Co 6
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 6
Aristides Capital LLC 6
Garden State Investment Advisory Services LLC 6
Gordian Capital Singapore Pte Ltd 6
Nicolet Advisory Services, Llc 6
Capital Financial Planning, LLC 6
PCG Wealth Advisors, LLC 6
Operose Advisors LLC 6
MPS Loria Financial Planners, LLC 6
LBA Wealth Management, LLC 6
Wealth Management Associates, Inc. 6
PFS Partners, LLC 6
YorkBridge Wealth Partners, LLC 6
Legacy Advisors, LLC 6
Keystone Wealth Services, LLC 6
Norris Financial Group, LLC 6
New World Advisors LLC 6
HITE Hedge Asset Management LLC 6
D.B. Root & Company, LLC 6
Highland Capital Management Lp 6
Eq Wealth Advisors, Llc 6
Smith Anglin Financial, LLC 6
Hohimer Wealth Management, Llc 6
Russell Frank Co/ 6
Saxony Capital Management, LLC 6
Strategic Financial Services, Inc, 6
Orbitronix, LP 6
Tempus Wealth Planning, LLC 6
Hoxton Financial, Inc. 6
Apollon Financial, LLC 6
SVA Wealth Management, LLC 6
Risk Paradigm Group, LLC 6
Compass Financial Services Inc 6
Birch Capital Management, LLC 6
Murphy Capital Management Inc 6
Mizuho Bank, Ltd. 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 6
Wayfinding Financial, LLC 6
Personal Capital Advisors Corp 6
Alpine Woods Capital Investors, Llc 6
Ridgewood Investments LLC 6
Busey Wealth Management 6
Timber Creek Capital Management LLC 6
SlateStone Wealth, LLC 6
Hilton Head Capital Partners, LLC 6
Sierra Capital LLC 6
LM Advisors LLC 6
Gamco Investors, Inc. Et Al 6
Hartford Financial Management Inc. 6
Terra Nova Asset Management LLC 6
Lucia Wealth Services, Llc 6
Freedom Wealth Alliance, Llc 6
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 6
Vanguard Group Inc 6
Columbia Advisory Partners Llc 6
White Lighthouse Investment Management Inc. 6
Cubist Systematic Strategies, LLC 6
Windsor Group LTD 6
Aspire Wealth Management Corp 6
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 6
Bard Financial Services, Inc. 6
Cushing Capital Partners, LLC 6
Retirement Income Solutions, Inc 6
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 6
Titan Capital Management, LLC /CA 6
Ogorek Anthony Joseph /ny/ /adv 6
Resonant Capital Advisors, LLC 6
NatWest Group plc 6
Bourgeon Capital Management Llc 6
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 6
Systelligence, LLC 6
Mill Creek Capital Advisors, LLC 6
Thrive Capital Management, LLC 6
Haberer Registered Investment Advisor Inc 6
Riggs Asset Managment Co. Inc. 6
JPL Wealth Management, LLC 6
Karp Capital Management Corp 6
Dfpg Investments, Llc 6
OmniStar Financial Group, Inc. 6
DT Investment Partners, LLC 6
Lifeworks Advisors, LLC 6
Spectrum Asset Management, Inc. (NB/CA) 6
MidFirst Bank 6
Nkcfo Llc 6
Tokio Marine Asset Management Co Ltd 6
Willis Johnson & Associates, Inc. 6
Mbb Public Markets I Llc 6
Armbruster Capital Management, Inc. 6
Hager Investment Management Services, Llc 6
New Millennium Group LLC 6
First Capital Advisors Group, LLC. 6
Anthracite Investment Company, Inc. 6
Bridge Advisory, LLC 6
Portfolio Strategies Inc 6
M&r Capital Management Inc 6
Able Wealth Management LLC 6
Clare Market Investments LLC 6
Headinvest, Llc 6
USAdvisors Wealth Management, LLC 6
SLT Holdings LLC 6
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 6
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 6
Curi Wealth Management, LLC 6
Assured Investment Management LLC 6
North Star Asset Management Inc 6
Intrinsic Edge Capital Management LLC 6
Quotient Wealth Partners, LLC 6
Pointe Capital Management LLC 6
DSC Advisors, L.P. 6
MRP Capital Investments, LLC 6
Wealth Alliance Advisory Group, LLC 6
Essex Savings Bank 6
Curran Financial Partners, LLC 6
Dagco, Inc. 6
Rockport Wealth LLC 6
Innova Wealth Partners 6
Strategic Wealth Management Inc 6
Zrc Wealth Management, Llc 6
Alberta Investment Management Corp 6
NavPoint Financial, Inc. 6
Green Square Capital Advisors Llc 6
Panoramic Investment Advisors, Llc 6
Norden Group Llc 6
Redwood Park Advisors LLC 6
BlueCrest Capital Management LLP 6
Stephen J. Garry & Associates, Llc 6
Emory University 6
Hancock Whitney Corp 6
Capstone Asset Management Co 6
Richards, Merrill & Peterson, Inc. 6
Fairman Group, LLC 6
Spotlight Asset Group, Inc. 6
Altavista Wealth Management, Inc. 6
Rhl Group, Llc 6
Cabot Wealth Management Inc 6
Stonnington Group, Llc 6
Ballast Advisors Llc 6
Artemis Investment Management LLP 5
Bare Financial Services, Inc 5
Wrapmanager Inc 5
Klingenstein Fields & Co Lp 5
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 5
Andina Capital Management, LLC 5
waypoint wealth counsel 5
Gilliland Jeter Wealth Management LLC 5
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 5
Isthmus Partners, Llc 5
TD Ameritrade Trust Co 5
Intersect Capital LLC 5
Summit Financial Strategies, Inc. 5
Rakuten Securities, Inc. 5
Connectus Wealth, LLC 5
Foguth Wealth Management, LLC. 5
GSB Wealth Management, LLC 5
Custom Index Systems, Llc 5
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 5
Fairway Wealth LLC 5
Encompass Wealth Advisors, Llc 5
Patron Partners Advisors, Llc 5
Seeds Investor Llc 5
International Private Wealth Advisors LLC 5
PBMares Wealth Management LLC 5
Towneley Capital Management, Inc / DE 5
Draper Asset Management, LLC 5
Vontobel Swiss Wealth Advisors AG 5
Bruce G. Allen Investments, LLC 5
Leelyn Smith, LLC 5
Yahoo Inc 5
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 5
Jamison Private Wealth Management, Inc. 5
Oliver Luxxe Assets LLC 5
Sage Private Wealth Group, Llc 5
Lighthouse Financial Advisors, Inc. 5
Prairie Wealth Advisors, Inc. 5
BancorpSouth Bank 5
Sugar Maple Asset Management, LLC 5
Alexander Labrunerie & Co., Inc. 5
Burns Matteson Capital Management, LLC 5
Wildcat Capital Management, LLC 5
Astor Investment Management LLC 5
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 5
Bright Futures Wealth Management, LLC. 5
Brown, Lisle/cummings, Inc. 5
Pictet Asset Management Holding SA 5
Rockefeller Financial Services Inc 5
Lynx Investment Advisory 5
Sharp Financial Services, LLC 5
United Community Bank 5
City Center Advisors, LLC 5
Harfst & Associates, Inc. 5
Warberg Asset Management LLC 5
Engineers Gate Manager LP 5
Simmons Bank 5
Rowland Carmichael Advisors Inc /adv 5
Buck Wealth Strategies, LLC 5
Surience Private Wealth Llc 5
Wall Street Financial Group, Inc. 5
Peak Financial Management, Inc. 5
Williams & Novak, LLC 5
Cobblestone Asset Management LLC 5
WFA Asset Management Corp 5
Ashton Thomas Securities, Llc 5
BTG Pactual Asset Management US LLC 5
Longview Financial Advisors, Inc. 5
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 5
West Bancorporation Inc 5
Aviso Financial Inc. 5
Crumly & Associates Inc. 5
Centennial Bank/AR/ 5
Custom Portfolio Group LLC 5
Carrera Capital Advisors 5
Orgel Wealth Management, LLC 5
Strategic Wealth Designers 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 5
J2 Capital Management Inc 5
Atherton Lane Advisers, Llc 5
Davidson & Garrard Inc 5
Acropolis Investment Management, LLC 5
Verde Capital Management 5
Wick Capital Partners, LLC 5
Scopus Asset Management, L.p. 5
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 5
Horizon Bancorp Inc /in/ 5
Guidance Capital, Inc 5
Northeast Financial Group, Inc. 5
Global Wealth Management, LLC 5
New Republic Capital, LLC 5
Advanced Research Investment Solutions, Llc 5
Beckerman Institutional, LLC 5
American Investment Services, Inc. 5
HBC Financial Services, PLLC 5
Myecfo, Llc 5
Fore Research & Management, LP 5
Quartz Partners, LLC 5
Strategic Capital Group LLC 5
Stewardship Advisors, LLC 5
Optivise Advisory Services LLC 5
Orion Capital Management LLC 5
Alpine Bank Wealth Management 5
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 5
Strategies Wealth Advisors, LLC 5
RAAX - VanEck Vectors ETF Trust - VanEck Vectors Real Asset Allocation ETF 5
Cardinal Point Capital Management, ULC 5
Ascension Capital Advisors, Inc. 5
Live Oak Private Wealth LLC 5
First Allied Asset Management, Inc. 5
Lion Street Advisors, LLC 5
Meitav Dash Investments Ltd 5
Demars Financial Group, LLC 5
Copley Financial Group, Inc. 5
Spinnaker Trust 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 5
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 5
Founders Grove Wealth Partners, Llc 5
Bradley & Co. Private Wealth Management, LLC 5
Mizuho Securities Usa Llc 5
Ffg Retirement Advisors Llc 5
3D/L Capital Management, LLC 5
River Wealth Advisors LLC 5
Summit Global Investments 5
M Wealth Management, LLC 5
Fortis Capital Management LLC 5
Ovata Capital Management Ltd 5
Paul R. Ried Financial Group, LLC 5
Cornerstone Management, Inc. 5
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 5
Investment Research & Advisory Group, Inc. 5
Oregon Pacific Wealth Management, LLC 5
Financial Life Planners 5
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 5
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 5
Petix & Botte Co 5
Edmond de Rothschild (Europe) 5
Wingate Wealth Advisors, Inc. 5
Smith Affiliated Capital Corp. 5
Advanced Asset Management Advisors Inc 5
Bellevue Asset Management, Llc 5
Smith & Howard Wealth Management, LLC 5
Core Wealth Advisors, Inc. 5
Evermore Global Advisors, LLC 5
JMG Financial Group, Ltd. 5
Salient Capital Advisors, LLC 5
TigerOak Management, L.L.C. 5
Meritage Portfolio Management 5
Chase Investment Counsel Corp 5
Oppenheimer & Close, LLC 5
Portola Group Inc /ca 5
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 5
Abound Financial, Llc 5
Glazer Capital, Llc 5
Thomasville National Bank 5
Estate Counselors, LLC 5
Advance Capital Management, Inc. 5
Plancorp, LLC 5
Hellman Jordan Management Co Inc /ma/ 5
Wellington Shields Capital Management, LLC 5
Cue Financial Group, Inc. 5
Pinnacle Private Wealth, LLC 5
Sumitomo Mitsui DS Asset Management Company, Ltd 5
Alpha Financial Partners, LLC 5
Asset Allocation Strategies LLC 5
Visium Asset Management, LP 5
Investment Partners Asset Management, Inc. 5
WNY Asset Management, LLC 5
Linscomb & Williams, Inc. 5
Coulter & Justus Financial Services, LLC 5
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 5
Amitell Capital Pte Ltd 5
Capital Advantage, Inc. 5
Ckw Financial Group 5
Stegent Equity Advisors, Inc. 5
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 5
Greykasell Wealth Strategies, Inc. 5
Hedges Asset Management LLC 5
Wilmington Trust Co 5
Curio Wealth, Llc 5
Jain Global LLC 5
Violich Capital Management, Inc. 5
North Forty Two & Co. 5
VSM Wealth Advisory, LLC 5
Acadian Asset Management Llc 5
Orinda Asset Management LLC 5
Intellus Advisors LLC 5
Quarry LP 5
Owen LaRue, LLC 5
Maltin Wealth Management, Inc. 5
Oversea-Chinese Banking CORP Ltd 5
Castellan Group, LLC 5
Murphy & Mullick Capital Management Corp 5
Accredited Investors Inc. 5
Woodley Farra Manion Portfolio Management Inc 5
Broadway Wealth Solutions, Inc. 5
Hourglass Capital, Llc 5
Riggs Capital Management LLC 5
Adirondack Trust Co 5
Bbva Usa 5
Iowa State Bank 5
Knowledge Leaders Capital, LLC 5
Hoese & Co LLP 5
Magnolia Capital Advisors Llc 5
AXA PREMIER VIP TRUST - Charter Moderate Growth Portfolio Class B 5
AXA PREMIER VIP TRUST - Charter Moderate Portfolio Class B 5
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 5
AXA PREMIER VIP TRUST - Charter Growth Portfolio Class B 5
AXA PREMIER VIP TRUST - Charter Conservative Portfolio Class B 5
Seneschal Advisors, LLC 5
AXA PREMIER VIP TRUST - Charter Aggressive Growth Portfolio Class B 5
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 5
Thompson Investment Management, Inc. 5
JD Financial Services Inc. 5
Advent Capital Management /de/ 5
TOWER TRUST Co 5
FundX Investment Group, LLC 5
Fragasso Group Inc. 5
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 5
Naples Global Advisors, Llc 5
Cadence Wealth Management LLC 5
Spectrum Management Group, LLC 5
Principal Financial Group Inc 5
Chapman Financial Group, Llc 5
Osborn Rohs Williams & Donohoe Ltd 5
Cary Street Partners Financial Llc 5
Fortress Private Ledger, Llc 5
Stevens First Principles Investment Advisors 5
Addison Capital Co 5
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 5
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 5
Legacy Capital Partners, Inc. 5
361 Capital Llc 5
Leigh Baldwin & Co., Llc 5
Marshall & Sterling Wealth Advisors Inc. 5
Measured Risk Portfolios, Inc. 5
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 5
Souders Financial Advisors 5
JustInvest LLC 5
B & T Capital Management DBA Alpha Capital Management 5
NOBOX - Northern Funds - Northern Bond Index Fund 5
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 5
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 5
Novem Group 5
Avaii Wealth Management, Llc 5
Investment Management Corp /va/ /adv 5
Lodestar Private Asset Management Llc 5
Breakwater Capital Group 5
Phillips Financial Management, Llc 5
Redwood Wealth Management Group, LLC 5
Kingstone Capital Partners Texas, LLC 5
Peak Retirement Planning, Inc. 5
Green Harvest Asset Management LLC 5
Caz Investments Lp 5
Fort Washington Investment Advisors Inc /oh/ 5
Permal Asset Management Llc 5
Capital One Financial Corp 5
Robinson Capital Management, Llc 5
Peoples Financial Services Corp. 5
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 5
Richard Bernstein Advisors LLC 5
Cowen Investment Management LLC 5
Gunderson Capital Management Inc. 5
Williams Jones Wealth Management, LLC. 5
Total Wealth Planning & Management, Inc. 5
Stephens Consulting, LLC 5
Retirement Financial Solutions, Llc 5
Praetorian PR LLC 5
Sharper & Granite LLC 5
Scholtz & Company, Llc 5
Tiaa Cref Trust Co Fsb/mo 5
Tableaux Llc 5
Narwhal Capital Management 5
Mascagni Wealth Management, Inc. 5
Indiana Trust & Investment Management CO 5
Principle Wealth Partners Llc 5
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 5
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 5
Roberts Glore & Co Inc /il/ 5
Nationwide Fund Advisors 5
MBA Advisors LLC 5
Hunter Associates Investment Management Llc 5
Mcdonald Partners Llc 5
Hartmann Taylor Wealth Management, LLC 5
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 5
Wescott Financial Advisory Group, LLC 5
North Capital, Inc. 5
Holistic Financial Partners 5
Beacon Harbor Wealth Advisors, Inc. 5
MOOD - EA Series Trust - Relative Sentiment Tactical Allocation ETF 5
Horizons Wealth Management 5
Caliber Wealth Management, LLC / KS 5
Frontier Investment Mgmt Co 5
Airain ltd 5
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 5
Zions Bancorporation, National Association /ut/ 5
Pandora Wealth, Inc. 5
Key Group Holdings (cayman), Ltd. 5
January Capital Advisors LLC 5
Waddell & Associates, Llc 5
WPG Advisers, LLC 5
Alamea Verwaltungs GmbH 5
Hirtle Callaghan & Co LLC 5
Arbiter Partners Capital Management LLC 5
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 5
Rocky Mountain Advisers, Llc 5
Ceros Financial Services Inc. 5
Patriot Investment Management Inc. 5
Finer Wealth Management, Inc. 5
Point72 Hong Kong Ltd 5
Family Legacy Financial Solutions, LLC 5
Means Investment Co., Inc. 5
B&D White Capital Company, LLC 5
Capital Group Private Client Services, Inc. 5
Brown Advisory Securities, LLC 5
Uhlmann Price Securities, Llc 5
Credential Qtrade Securities Inc. 5
RMG Wealth Management LLC 5
Keystone Financial Group 5
Red Tortoise LLC 5
Cadent Capital Advisors, LLC 5
Evelyn Partners Investment Management Services Ltd 5
1620 Investment Advisors, Inc. 5
Tamar Securities, LLC 5
Garrett Wealth Advisory Group, LLC 5
Sage Investment Advisers LLC 5
Gibbs Wealth Management 5
CMC Financial Group 5
DALT - Two Roads Shared Trust - Anfield Capital Diversified Alternatives ETF 5
Prescott Group Capital Management, L.l.c. 5
Fairfield, Bush & Co. 5
Foster Victor Wealth Advisors, LLC 5
Harvard Management Co Inc 5
Provence Wealth Management Group 5
Iron Financial, LLC 5
Euclid Advisors LLC 5
Knuff & Co LLC 5
Human Investing LLC 5
First Pacific Financial 5
Quantitative Investment Management, LLC 5
Cynosure Management, Llc 5
Bluestein R H & Co 5
Gardner Lewis Asset Management L P 5
Chiron Capital Management, Llc 5
City State Bank 5
Comprehensive Financial Consultants Institutional, Inc. 5
Integrity Advisory Solutions, LLC 5
Meixler Investment Management, Ltd. 5
Outlook Wealth Advisors, LLC 5
Vantage Financial Partners, LLC 5
Psagot Value Holdings Ltd. / (Israel) 5
Key Client Fiduciary Advisors, LLC 5
Crescent Capital Consulting, LLC 5
Verus Financial Partners, Inc. 5
Bellecapital International Ltd. 5
Nottingham Advisors, Inc. 5
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 5
Genesis Financial Group, LLC 5
Kernodle & Katon Asset Management Group, LLC 5
Beese Fulmer Investment Management, Inc. 5
Capital CS Group, LLC 5
Sandbox Financial Partners, LLC 5
Alera Investment Advisors, LLC 5
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 5
B, B, H, & B Inc. 5
Goldstream Capital Management Ltd 5
ERTS Wealth Advisors, LLC 5
Northwest Investment Counselors, Llc 5
Piershale Financial Group, Inc. 5
LWM Advisory Services, LLC 5
Bard Associates Inc 5
Zions Bancorporation, N.A. 5
Summit Financial Wealth Advisors, LLC 5
Rinkey Investments 5
Private Harbour Investment Management & Counsel, LLC 5
Denver Wealth Management, Inc. 5
Ray Gerald L & Associates Ltd 5
Benchmark Investment Advisors LLC 5
First Community Trust Na 5
Ulland Investment Advisors, LLC 5
Schonfeld Group Holdings LLC 5
Sargent Investment Group, LLC 5
Insight Wealth Strategies, LLC 5
ETF Store, Inc. 5
Zullo Investment Group, Inc. 5
Harbor Financial Services, Llc 5
Dougherty Wealth Advisers LLC 5
Argos Wealth Advisors, LLC 5
Hillcrest Wealth Advisors - NY, LLC 5
Granite Bay Wealth Management, LLC 5
Searle & Co. 5
CRA Financial Services, LLC 5
Rye Brook Capital LLC 5
RHS Financial, LLC 5
Ellsworth Advisors, LLC 5
Beacon Pointe Wealth Advisors, Llc 5
Fft Wealth Management Llc 5
Alphadyne Asset Management, LLC 5
Core Wealth Advisors, Llc 5
Reby Advisors, LLC 5
First National Bank Sioux Falls 5
Ellevest, Inc. 5
Janus Henderson Group Plc 5
Eukles Asset Management 5
Bivin & Associates, Inc. 5
American Independence Financial Services LLC 5
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 5
Courage Capital Management Llc 5
Pax World Management Llc 5
Wealthstreet Investment Advisors, LLC 5
Mma Asset Management Llc 5
McMillan Office, Inc. 5
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 5
PEAK6 Investments LLC 5
Alaska Permanent Capital Management 5
Ankerstar Wealth, LLC 5
CPR Investments Inc. 5
Weiss Asset Management LP 5
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 5
Beck Capital Management, Llc 5
Annapolis Financial Services, LLC 5
Wealthstar Advisors, Llc 5
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 5
Periscope Capital Inc. 5
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 5
Cowa, Llc 5
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 5
Security National Trust Co 5
Driehaus Capital Management Llc 5
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 5
Horizon Kinetics LLC 5
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 5
Boston Partners 5
Xponance, Inc. 5
SAC Capital Advisors LP 5
Teucrium Investment Advisors, LLC 5
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 5
Kavar Capital Partners Group, Llc 5
Cypress Point Wealth Management, LLC 5
1st Source Bank 5
Arnhold LLC 5
Elgethun Capital Management 5
Staley Capital Advisers Inc 5
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 5
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 5
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 5
Princeton Capital Management Llc 5
Copperwynd Financial, LLC 5
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 5
Wells Financial Advisors INC 5
Patten & Patten Inc/tn 5
MD Financial Management Inc. 5
Signature Wealth Management Group 5
Thornburg Investment Management Inc 5
Forefront Analytics, LLC 5
Centiva Capital, LP 5
Founders Bank & Trust 5
Marble Harbor Investment Counsel, LLC 5
Cedar Wealth Management, LLC 5
Aviance Capital Partners, LLC 5
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 5
Goldstein Munger & Associates 5
Investment House Llc 5
Grand Central Investment Group 5
AG Campbell Advisory, LLC 5
Oder Investment Management, LLC 5
McAdams Wright Ragen, Inc. 5
Titus Wealth Management 5
Banyan Partners, LLC 5
Edge Advisors, Llc 5
Purpose Unlimited Inc. 5
Mission Financial Group, LLC 5
Pinnacle Family Advisors, LLC 5
Edmond De Rothschild (suisse) S.a. 5
First Commonwealth Financial Corp /pa/ 5
Oasis Advisors, LLC 5
Kendall Capital Management 5
Titiun Yejiel 5
Jmac Enterprises Llc 5
Bravera Wealth 5
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 5
Southern Michigan Bank & Trust 5
Cowen And Company, Llc 5
Adventist Health System Sunbelt Healthcare Corp 5
Sage Capital Advisors,llc 5
Pine River Capital Management L.P. 5
Castle Financial & Retirement Planning Associates, Inc. 5
Heritage Investors Management Corp 5
TrustWell Financial Advisors, LLC 5
Banco Bilbao Vizcaya Argentaria, S.a. 5
Peak Capital Management Llc 5
South Georgia Capital, Llc 5
All Terrain Financial Advisors, LLC 5
G&S Capital LLC 5
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 5
Blue Sky Asset Management, LLC 5
Berman Capital Advisors, LLC 5
Dimension Capital Management Llc 5
Wealthshield, Llc 5
Quattro Financial Advisors Llc 5
Militia Capital Management LLC 5
PDS Planning, Inc 5
Circle Wealth Management, LLC 5
Gradient Capital Advisors, LLC 5
Cooper/haims Advisors, Llc 5
Yellowstone Partners, LLC 5
Hamilton Capital, LLC 5
Heritage Trust Co 5
Harbour Capital Advisors, LLC 5
Hanson & Doremus Investment Management 5
WMG Financial Advisors, LLC 5
Glaxis Capital Management, LLC 5
Abich Financial Wealth Management LLC 5
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 5
Arbor Investment Advisors, LLC 5
Holistic Planning, LLC 5
Bragg Financial Advisors, Inc 5
South Shore Capital Advisors 5
Doyle Wealth Management 5
Midland Wealth Advisors Llc 5
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 5
Round Table Services, LLC 5
Van Den Berg Management I, Inc 5
Jordan Park Group LLC 5
Bank of New Hampshire 5
IronBridge Private Wealth, LLC 5
Stonehearth Capital Management, LLC 5
Financial Advantage, Inc. 5
Hefren-Tillotson, Inc. 5
Sanibel Captiva Trust Company, Inc. 5
Sloy Dahl & Holst, LLC 5
Zurcher Kantonalbank (Zurich Cantonalbank) 5
Relyea Zuckerberg Hanson LLC 5
Capital Advisors Wealth Management, LLC 5
Advantage Trust Co 5
Paragon Advisors, LLC 5
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 5
Belmont Capital, LLC 5
Transcendent Capital Group LLC 5
Provident Wealth Management, LLC 5
Moulton Wealth Management, Inc 5
683 Capital Management, LLC 5
Portus Wealth Advisors, LLC 4
Penobscot Wealth Management 4
17 Capital Partners, Llc 4
Bank Of Nova Scotia Trust Co 4
Stratford Consulting, LLC 4
Eisler Capital (UK) Ltd. 4
Lowe Brockenbrough & Co Inc 4
McElhenny Sheffield Capital Management, LLC 4
Threadgill Financial, Llc 4
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 4
JBF Capital, Inc. 4
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I 4
S&co Inc 4
Lake Hills Wealth Management, LLC 4
Paladin Advisory Group, LLC 4
Clear Street Llc 4
White Knight Strategic Wealth Advisors, LLC 4
Virginia Wealth Management Group, Inc. 4
Dopkins Wealth Management, Llc 4
Ardent Capital Management, Inc. 4
Melone Private Wealth, LLC 4
Reuter James Wealth Management, Llc 4
Fund Evaluation Group, LLC 4
Integral Investment Advisors, Inc. 4
Starfire Investment Advisers, Inc. 4
WLTH - NORTHERN LIGHTS FUND TRUST II - LifeGoal Wealth Builder ETF 4
HOM - NORTHERN LIGHTS FUND TRUST II - LifeGoal Home Down Payment Investment ETF 4
Goodman Advisory Group, LLC 4
John G Ullman & Associates Inc 4
Kathleen S. Wright Associates Inc. 4
Perfromance Wealth Partners, LLC 4
Keystone Financial Planning, Inc. 4
Zimmermann Investment Management & Planning Llc 4
Vista Finance, Llc 4
Palisade Asset Management, LLC 4
Ameliora Wealth Management Ltd. 4
NorthCrest Asset Manangement, LLC 4
Shore Point Advisors, LLC 4
Kellett Schaffner Wealth Advisors LLC 4
Joseph Group Capital Management 4
Sonora Investment Management Group, LLC 4
Aspire Capital Advisors LLC 4
Investment Advisory Group, LLC 4
Pinnacle Financial Group, LLC / IL 4
Krs Capital Management, Llc 4
Axiom Advisory, LLC 4
Endowment Wealth Management, Inc. 4
Financial Connections Group, Inc. 4
Employees Retirement System of Texas 4
Sender Co & Partners, Inc. 4
Sinecera Capital, Llc 4
Horizon Wealth Management, LLC 4
Cape Cod Five Cents Savings Bank 4
HT Partners LLC 4
5th Street Advisors, LLC 4
Blackston Financial Advisory Group, LLC 4
Liberty Capital Management, Inc. 4
Spinnaker Investment Group, LLC 4
Kraematon Investment Advisors, Inc 4
Capasso Planning Partners LLC 4
Byrne Asset Management LLC 4
Ruffer LLP 4
Ascent Group, LLC 4
Security Financial Services, INC. 4
Twelve Points Wealth Management LLC 4
BKA Wealth Consulting, Inc. 4
Amerivest Investment Management LLC 4
Mechanics Financial Corp 4
Saiers Capital, LLC 4
Financial Guidance Group, Inc. 4
Spartan Fund Management Inc. 4
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 4
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF 4
Heritage Financial Services, LLC 4
Obsidian Personal Planning Solutions LLC 4
Weatherstone Capital Management 4
Seven Post Investment Office LP 4
Tradewinds, LLC. 4
Second Half Financial Partners, LLC 4
LVW Advisors, LLC 4
Citizens Business Bank 4
Essential Planning, LLC. 4
Brewin Dolphin Wealth Management Ltd 4
Trifecta Capital Advisors, LLC 4
TCP Asset Management, LLC 4
Icon Wealth Advisors, LLC 4
Jessup Wealth Management, Inc 4
Kades & Cheifetz LLC 4
Regimen Wealth, Llc 4
Compass Financial Group, INC/SD 4
Herr Investment Group LLC 4
Noven Financial Group, Inc. 4
Putnam Investments Llc 4
Fernwood Investment Management, LLC 4
Syntegra Private Wealth Group, LLC 4
McNamara Financial Services, Inc. 4
Wbi Investments, Inc. 4
Carr Financial Group Corp 4
Sonoma Private Wealth LLC 4
Mosaic Family Wealth Partners, Llc 4
KM Capital Management Ltd. 4
AlphaQ Advisors LLC 4
Linden Thomas Advisory Services, LLC 4
Compass Wealth Management LLC 4
Ruedi Wealth Management, Inc. 4
Wallace Advisory Group, LLC 4
Mv Capital Management, Inc. 4
Rebalance, Llc 4
Leading Edge Financial Planning LLC 4
Lcnb Corp 4
Empire Financial Management Company, LLC 4
Fifth Third Wealth Advisors LLC 4
QVOY - Ultimus Managers Trust - Q3 All-Season Active Rotation ETF 4
Cm Wealth Advisors Llc 4
Nilsine Partners, LLC 4
Avalon Trust Co 4
Brown Shipley& Co Ltd 4
ABLE Financial Group, LLC 4
Vawter Financial, Ltd. 4
Lazari Capital Management, Inc. 4
Cambrian Capital Limited Partnership 4
Portside Wealth Group, LLC 4
AIFG Consultants Ltd. 4
Bayshore Capital Advisors, LLC 4
Halpern Financial, Inc. 4
Equita Financial Network, Inc. 4
Financial Security Advisor, Inc. 4
Austin Wealth Management, LLC 4
Moss Adams Wealth Advisors LLC 4
LongView Wealth Management 4
Cedrus LLC 4
High Falls Advisors, Inc 4
Visionary Horizons, LLC 4
Summit Equities Inc 4
Arvest Investments, Inc. 4
Tyche Wealth Partners LLC 4
Private Client Services, Llc 4
Wetzel Investment Advisors, Inc. 4
DiNuzzo Private Wealth, Inc. 4
Integrity Wealth Solutions LLC 4
Winthrop Capital Management, LLC 4
CAP Partners, LLC 4
Burkett Financial Services, Llc 4
Darden Wealth Group Inc 4
Ehrlich Financial Group 4
Victory Financial Group, Llc 4
Mason Investment Advisory Services, Inc. 4
Christopher J. Hasenberg, Inc 4
Capitolis Liquid Global Markets LLC 4
Scientech Research LLC 4
Sollinda Capital Management LLC 4
Oceanside Advisors LLC 4
First Financial Bankshares Inc 4
Quadcap Wealth Management, LLC 4
Lantern Wealth Advisors, LLC 4
Overland Advisors, LLC 4
Cowen Prime Services LLC 4
LNGVX - WisdomTree Digital Trust - WisdomTree Siegel Longevity Digital Fund 4
MODRX - WisdomTree Digital Trust - WisdomTree Siegel Moderate Digital Fund 4
Palisade Capital Management Llc/nj 4
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 4
Azzad Asset Management Inc /adv 4
AA Financial Advisors, LLC 4
Financial Synergies Wealth Advisors, Inc. 4
Edge Financial Advisors LLC 4
Catalina Capital Group, LLC 4
Embree Financial Group 4
Acrospire Investment Management LLC 4
Camelot Technology Advisors, Inc. 4
Clarius Group, LLC 4
Bright Financial Advisors, Inc. 4
Spirepoint Private Client, Llc 4
Mowery & Schoenfeld Wealth Management, LLC 4
Canada Pension Plan Investment Board 4
Breakwater Investment Management 4
Mills Wealth Advisors LLC 4
Hardin Capital Partners, LLC 4
Black Point Wealth Management 4
Granite FO LLC 4
Kestra Investment Management, LLC 4
Heritage Oak Wealth Advisors Llc 4
Summit Wealth Partners, LLC 4
Pure Portfolios Holdings Llc 4
Merkkuri Wealth Advisors LLC 4
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 4
Proactive Wealth Strategies LLC 4
Scharf Investments, Llc 4
Everstar Asset Management, LLC 4
Elyxium Wealth, LLC 4
Elios Financial Group Inc. 4
Rivernorth Capital Management, Llc 4
Diversified Enterprises, LLC 4
Strathmore Capital Advisors, Inc. 4
Envision Financial LLC 4
Westmount Partners, LLC 4
Pines Wealth Management, LLC 4
Endeavor Private Wealth, Inc. 4
Berbice Capital Management LLC 4
Trexquant Investment LP 4
Union Bancaire Privee, UBP SA 4
Cathy Pareto & Associates, Inc 4
Guardian Capital Advisors Lp 4
Quantum Capital Management, LLC / NJ 4
Tandem Financial, LLC 4
Comprehensive Financial Planning, Inc./PA 4
BostonPremier Wealth LLC 4
Windsor Financial Group Llc 4
Lord & Richards Wealth Management, LLC 4
Centricity Wealth Management, LLC 4
Wealth Management Nebraska 4
BankPlus Trust Department 4
Madison Investment Holdings Inc 4
Fortress Financial Group, Llc 4
Purkiss Capital Advisors LLC 4
Wilmar Advisors LLC 4
Bravias Capital Group, LLC 4
Afam Capital, Inc. 4
Axis Wealth Partners, LLC 4
Belmont Global Advisors, Inc. 4
Miller Financial Services LLC 4
Ramiah Investment Group 4
Williams Jones & Associates LLC 4
Lone Pine Capital Llc 4
Atala Financial Inc 4
Jabre Capital Partners S.A. 4
ZEGA Investments, LLC 4
Financially Speaking Inc 4
Accredited Investor Services, Llc 4
PKS Advisory Services, LLC 4
Astra Wealth Partners LLC 4
Zions Bancorporation 4
Certior Financial Group, Llc 4
Vaughan David Investments Inc/il 4
Entruity Wealth, LLC 4
Defined Financial Planning LLC 4
Old Mutual Global Investors (UK) Ltd. 4
MSH Capital Advisors LLC 4
Farringdon Capital, Ltd. 4
Alteri Wealth LLC 4
Guardian Point Capital, Lp 4
Northstar Investment Advisors Llc 4
Cura Wealth Advisors, Llc 4
Anderson Financial Strategies, LLC 4
Semper Augustus Investments Group Llc 4
Parvin Asset Management, LLC 4
Cadinha & Co Llc 4
Kelly Lawrence W & Associates Inc/ca 4
Baer Investment Advisory LLC 4
Putney Financial Group LLC 4
LifeWealth Investments, LLC 4
Financial Strategy Network, LLC 4
BridgePort Financial Solutions, LLC 4
Comprehensive Money Management Services LLC 4
Ulysses Management LLC 4
Huntleigh Advisors, Inc. 4
Strategic Investment Management, Llc 4
Balance Wealth, LLC 4
Aspetuck Financial Management LLC 4
Douglass Winthrop Advisors, LLC 4
Barnes Dennig Private Wealth Management LLC 4
CSat Investment Advisory, L.P. 4
J Hagan Capital, Inc. 4
Buffington Mohr McNeal 4
Estabrook Capital Management 4
Keystone Global Partners, LLC 4
GK Wealth Management LLC 4
Stelac Advisory Services LLC 4
Global X Management CO LLC 4
Evelyn Partners Asset Management Ltd 4
Evelyn Partners Investment Management LLP 4
Premier Financial Group 4
Compass Wealth Management, LLC/GA 4
Virtus Investment Advisers, Inc. 4
Abbington Investment Group 4
Schnieders Capital Management, Llc. 4
Northwest Bancshares, Inc. 4
United Financial Planning Group LLC 4
KERR FINANCIAL PLANNING Corp 4
Miller Global Investments, LLC 4
Orleans Capital Management Corp/la 4
Shrier Wealth Management, Llc 4
Chatterton & Associates Inc. 4
Daytona Street Capital LLC 4
Mh & Associates Securities Management Corp /adv 4
Greenberg Financial Group 4
Mandatum Life Insurance Co Ltd 4
Capstone Financial Advisors, Inc. 4
Aureum Wealth Management, LLC 4
Quent Long Short Global Small Cap Fund, LP 4
High Point Wealth Management, LLC 4
RCW Management, LLC 4
Indivisible Partners 4
Clark Wealth Partners 4
COFG Advisors, LLC 4
Eurizon Asset Management Hungary Ltd. 4
Napier Financial, LLC 4
Gilpin Wealth Management, Llc 4
Stirlingshire Investments, Inc. 4
Index Technologies Group LLC 4
ICONIQ Capital, LLC 4
Elevation Wealth Management LLC 4
Lorem Ipsum Management, LLC 4
OpenArc Corporate Advisory, LLC 4
Focused Alpha, Llc 4
Elkhorn Partners Limited Partnership 4
Silver Grove Financial Group, Inc. 4
Bluedoor Private Wealth, Llc 4
Evolve Private Wealth, Llc 4
Wealth Analytics Partners, LLC 4
Hollow Brook Wealth Management LLC 4
Prosperity Bancshares Inc 4
Corecam AG 4
Birchwood Financial Partners, Inc. 4
WealthPoint Financial, LLC 4
SPC Financial, Inc. 4
Community Bank System, Inc. 4
Corecam Pte. Ltd. 4
Cobble Hill Financial Services, INC 4
Legg Mason Investment Counsel & Trust Co., N.A. 4
Bayban 4
Fund Advisors of America Inc/FL 4
Hamrick Investment Counsel, llc 4
Roan Capital Partners 4
Capital Squared Financial LLC 4
Signator Financial Services, Inc. 4
Intentional Wealth Strategies, LLC 4
Whitnell & Co. 4
Causey Wealth LLC 4
TRB Wealth Management, LLC 4
Everest Financial Group LLC 4
Cedrus Wealth Group LLC 4
Trask Adam Roland 4
Highwater Wealth Management, LLC 4
Wellington Grp LLC 4
Parkwood LLC 4
B. Riley Financial, Inc. 4
Amida Capital Management II, LLC 4
Long Wharf Investors, Inc. 4
BARING ASSET MANAGEMENT Ltd 4
Levitt Capital Management LLC 4
Rikoon Group, LLC 4
O'Brien Wealth Partners LLC 4
RGT Wealth Advisors, LLC 4
Bnp Paribas 4
Chiron Investment Management, LLC 4
Farmers & Merchants Trust Co of Chambersburg PA 4
Abbrea Capital, LLC 4
New Capital Management LP 4
Alps Advisors Inc 4
Pictet & Cie (Europe) SA 4
Riverpoint Wealth Management Holdings, LLC 4
Maven Securities LTD 4
Hartree Partners, LP 4
Sumitomo Mitsui Financial Group, Inc. 4
RB Capital Management, LLC 4
Narus Financial Partners, LLC 4
SigFig Wealth Management, LLC 4
PICTET BANK & TRUST Ltd 4
Shepherd Financial Partners LLC 4
Segantii Capital Management Ltd 4
Infrastructure Capital Advisors, Llc 4
Lincoln Capital Corp 4
A. D. Beadell Investment Counsel, Inc. 4
CFO4Life Group, LLC 4
Spot Trading L.l.c. 4
Providence First Trust Co 4
Carlson Capital L P 4
Summit X, LLC 4
Amussen Hunsaker Associates Llc 4
Donoghue Forlines LLC 4
Cahaba Wealth Management, Inc. 4
Vista Private Wealth Partners. LLC 4
Affiance Financial, LLC 4
Townsend & Associates, Inc 4
Price Wealth Management, Inc. 4
Lighthouse Investment Partners, LLC 4
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 4
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 4
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 4
Usa Mutuals Advisors, Inc. 4
Eton Park Capital Management, L.P. 4
Moody Lynn & Lieberson, Llc 4
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 4
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 4
Chilton Investment Co Llc 4
Calamos Wealth Management LLC 4
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 4
Tower Bridge Advisors 4
Templeton Global Income Fund 4
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 4
Knightsbridge Asset Management, Llc 4
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 4
FIL Ltd 4
Trust For Advisor Solutions 4
Bridgecreek Investment Management, LLC 4
Novare Capital Management Llc 4
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 4
Shelton Capital Management 4
Palisades Hudson Asset Management, L.P. 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 4
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 4
CIBC Asset Management Inc 4
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 4
America First Investment Advisors, LLC 4
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 4
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 4
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 4
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 4
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 4
Connective Capital Management, LLC 4
Voloridge Investment Management, Llc 4
Reliance Trust Co Of Delaware 4
Capital Management Corp /va 4
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 4
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 4
Garnet Equity Capital Holdings, Inc. 4
Underlying Funds Trust 4
PrairieView Partners, LLC 4
Sanctuary Wealth Management, L.L.C. 4
Gryphon Financial Partners LLC 4
Santori & Peters, Inc. 4
Capital Wealth Management, Llc 4
Midwest Professional Planners, LTD. 4
Poehling Capital Management, LLC 4
Parisi Gray Wealth Management 4
Icon Wealth Partners, LLC 4
GABELLI & Co INVESTMENT ADVISERS, INC. 4
Lee Danner & Bass Inc 4
SCP Investment, LP 4
Truewealth Llc 4
Silverleafe Capital Partners, LLC 4
Blackhawk Capital Partners LLC. 4
Fluent Financial, LLC 4
DiMeo Schneider & Associates, L.L.C. 4
Nissay Asset Management Corp /japan/ /adv 4
Strategy Asset Managers Llc 4
Private Bank & Trust Co 4
Weil Company, Inc. 4
Stony Point Wealth Management Inc. 4
Madrona Financial Services, LLC 4
Burleson & Company, LLC 4
BTC Capital Management, Inc. 4
CLARET ASSET MANAGEMENT Corp 4
Harvest Group Wealth Management, Llc 4
KC Investment Advisors, LLC 4
Cambridge Associates Llc /ma/ /adv 4
Braun-Bostich & Associates Inc. 4
Altium Wealth Management LLC 4
Minichmacgregor Wealth Management, Llc 4
Sagil Capital Llp 4
LFA - Lugano Financial Advisors SA 4
Steigerwald, Gordon & Koch Inc. 4
Old Port Advisors 4
Asset Advisors Investment Management, LLC 4
Strategic Wealth Management Group, LLC 4
Valtinson Bruner Financial Planning LLC 4
Grandview Asset Management LLC 4
Element Pointe Advisors, Llc 4
Econ Financial Services Corp 4
Old North State Trust, LLC 4
Next Capital Management LLC 4
PRW Wealth Management LLC 4
Abundance Wealth Counselors 4
Lehman & Derafelo Financial Resources LLC 4
Edge Capital Group, LLC 4
Clarfeld Financial Advisors, Llc 4
Friedenthal Financial 4
Stringer Asset Management, Llc 4
Sage Rhino Capital Llc 4
Lantz Financial LLC 4
Jupiter Asset Management Ltd 4
RDA Financial Network 4
Bremer Bank National Association 4
Moseley Investment Management Inc 4
Requisite Capital Management, LLC 4
Shufro Rose & Co Llc 4
Hallmark Capital Management Inc 4
Weatherly Asset Management L. P. 4
Tranquility Partners, LLC 4
Smith Chas P & Associates Pa Cpas 4
Riversedge Advisors, Llc 4
Schwarz Dygos Wheeler Investment Advisors Llc 4
CLERX - ADVISORONE FUNDS - CLS Growth and Income Fund Class N 4
Kanawha Capital Management Llc 4
Parsec Financial Management, Inc. 4
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 4
Emerald Mutual Fund Advisers Trust 4
Botty Investors LLC 4
Independent Portfolio Consultants, Inc. 4
Braeside Investments, LLC 4
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 4
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 4
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 4
Dividend Asset Capital, Llc 4
Montecito Bank & Trust 4
Trust Co Of Virginia /va 4
Penbrook Management LLC 4
Ctc Llc 4
Blue Fin Capital, Inc. 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 4
First Merchants Corp 4
Valicenti Advisory Services Inc 4
CHURCHILL MANAGEMENT Corp 4
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 4
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 4
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 4
Capital Planning Advisors, LLC 4
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 4
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 4
Family Capital Trust Co 4
Lansdowne Partners (uk) Llp 4
Millie Capital Management, Llc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 4
ACSKX - American Century Investment Trust - Short Duration Fund C Class 4
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 4
Segment Wealth Management, LLC 4
W.G. Shaheen & Associates DBA Whitney & Co 4
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 4
Cape Ann Savings Bank 4
Canal Insurance CO 4
Charter Trust Co 4
Wbh Advisory Inc 4
Pacific Financial Group Inc 4
Lucas Capital Management 4
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 4
LCAIX - LAZARD FUNDS INC - Lazard Opportunistic Strategies Portfolio Institutional Shares 4
Cnh Partners Llc 4
Girard Securities, Inc. 4
Jd Capital Management Llc 4
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 4
PDPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Alternatives Diversifier Fund Class A 4
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 4
Linden Advisors Lp 4
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 4
Hutchin Hill Capital, LP 4
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 4
Lonestar Capital Management LLC 4
Stadion Money Management, LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 4
Calamos Advisors LLC 4
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 4
Knoll Capital Management, LLC 4
Johanson Financial Advisors, Inc. 4
Aldebaran Financial Inc. 4
Carret Asset Management, Llc 4
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 4
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 4
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 4
Rothschild Capital Partners, LLC 4
Fcg Advisors, Llc 4
Papp L Roy & Associates 4
Graybill Bartz & Assoc Ltd 4
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 4
Lakewood Capital Management, Lp 4
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 4
Mengis Capital Management, Inc. 4
First Midwest Bank Trust Division 4
Bennicas & Associates, Inc. 4
Hanseatic Management Services Inc 4
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 4
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 4
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 4
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 4
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 4
Farmers Trust Co 4
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 4
Atlas Brown,Inc. 4
Triangle Securities Wealth Management 4
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 4
Moab Capital Partners LLC 4
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 4
DORCHESTER WEALTH MANAGEMENT Co 4
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 4
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 4
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 4
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 4
Catawba Capital Management /va 4
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 4
Waverton Investment Management Ltd 4
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 4
1st Global Advisors, Inc. 4
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 4
Old Point Trust & Financial Services N A 4
Cumberland Advisors Inc 4
Heartwood Wealth Advisors LLC 4
Cardinal Strategic Wealth Guidance 4
Great Diamond Partners, LLC 4
Donald L. Hagan, LLC 4
Stokes Family Office, LLC 4
20/20 Capital Management, Inc. 4
Powell Investment Advisors, LLC 4
AMJ Financial Wealth Management 4
Islay Capital Management, Llc 4
Farallon Capital Management Llc 4
Watson Rebecca 4
Cascadia Advisory Services, LLC 4
Bridgewealth Advisory Group, LLC 4
Forbes J M & Co Llp 4
Wealth Alliance 4
Moser Wealth Advisors, LLC 4
Soros Capital Management Llc 4
Independent Family Office, LLC 4
Financial Strategies Group, Inc. 4
HC Advisors, LLC 4
Texas Capital Bank Wealth Management Services Inc 4
Ameraudi Asset Management, Inc. 4
Sculati Wealth Management, LLC 4
Zuckerman Investment Group, LLC 4
Filament LLC 4
Armor Advisors, L.l.c. 4
Monaco Asset Management SAM 4
Fiduciary Planning LLC 4
Argent Advisors, Inc. 4
South Plains Financial, Inc. 4
FSA Wealth Management LLC 4
Chicago Wealth Management, Inc. 4
Lvm Capital Management Ltd/mi 4
Capital City Trust Co/fl 4
360 Financial, Inc. 4
Westshore Wealth, LLC 4
LCR - LEUTHOLD FUNDS INC - Leuthold Core ETF 4
Graypoint LLC 4
Silver Bridge Capital Management LLC 4
Daiwa Capital Markets America Inc. 4
Eubel Brady & Suttman Asset Management Inc 4
Meristem Family Wealth, LLC 4
Perkins Coie Trust Co 4
Jackson Square Capital, Llc 4
Gierl Augustine Investment Management Inc 4
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 4
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 4
EVVCX - World Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund R4 Class Shares 4
EVFGX - World Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund R4 Class Shares 4
EVFMX - World Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund R4 Class Shares 4
EVGLX - World Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 4
EVFCX - World Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund R4 Class Shares 4
UNWPX - US GLOBAL INVESTORS FUNDS - World Precious Minerals Fund 4
Burke & Herbert Bank & Trust Co 4
RQIAX - NORTHERN LIGHTS FUND TRUST III - RESQ Strategic Income Fund Class A Shares 4
Sculptor Capital LP 4
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 4
NovaPoint Capital, LLC 4
Foster Dykema Cabot & Co Inc/ma 4
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 4
Stock Yards Bank & Trust Co 4
First Financial Bank - Trust Division 4
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 4
EisnerAmper Wealth Management Corporate Benefits, LLC 4
Park National Corp /oh/ 4
Crow Point Partners, LLC 4
Reliant Wealth Planning 4
Winchester Group Inc. 4
Baltimore-Washington Financial Advisors Inc. 4
Cazenove Capital Management Ltd 4
Kynikos Associates LP 4
CAPTX - Capitol Series Trust - Canterbury Portfolio Thermostat Fund Institutional Shares 4
Bruderman Asset Management, LLC 4
One Day In July LLC 4
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 4
Axel Capital Management, LLC 4
TFC Financial Management 4
Bnc Wealth Management, Llc 4
Cordant, Inc. 4
Wealth Advisory Solutions, LLC 4
TDSC - Exchange Listed Funds Trust - Cabana Target Drawdown 10 ETF 4
Doheny Asset Management /ca 4
Goodwin Investment Advisory 4
Foster Group, Inc. 4
Sage Mountain Advisors LLC 4
TrueWealth Advisors, LLC 4
Adirondack Retirement Specialists, Inc. 4
Murchinson Ltd. 4
Birchcreek Wealth Management, LLC 4
Marshall Financial Group LLC 4
McCarthy Asset Management, Inc. 4
Vestor Capital, Llc 4
Harvest Capital Management Inc 4
Sterling Manor Financial, LLC 4
West Financial Advisors, LLC 4
Novak Financial Planning, LLC 4
M. Kulyk & Associates, LLC 4
Stableford Capital Ii Llc 4
Syverson Strege & Co 4
Wealth Management Partners, LLC 4
Galvin, Gaustad & Stein, LLC 4
San Luis Wealth Advisors LLC 4
Gallagher Fiduciary Advisors, LLC 4
Alta Wealth Advisors LLC 4
Callan Capital, LLC 4
BBT Capital Management, LLC 4
Braver Wealth Management, LLC 4
Collective Family Office Llc 4
Accretive Wealth Partners, LLC 4
Cary Street Partners Asset Management Llc 4
Wealth Architects, LLC 4
Oak Family Advisors, Llc 4
Marino Management, LLC 4
Price Capital Management, Inc. 4
Legacy Capital Wealth Partners, LLC 4
Madison Wealth Partners, Inc 4
True Link Financial Advisors, LLC 4
Bedell Frazier Investment Counseling, LLC 4
CoreFirst Bank & Trust 4
Fairview Capital Investment Management, Llc 4
Aviva Plc 4
Swmg, Llc 4
Berkshire Money Management, Inc. 4
Trutina Financial LLC 4
Freedman Financial Associates, Inc. 4
Crestone Asset Management LLC 4
Round Rock Advisors, LLC 4
Paracle Advisors, LLC 4
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 4
Geier Asset Management, Inc. 4
Firethorn Wealth Partners, Llc 4
NINE MASTS CAPITAL Ltd 4
Winfield Associates, Inc. 4
Piscataqua Savings Bank 4
Facet Wealth, Inc. 4
Precision Wealth Strategies, LLC 4
All Season Financial Advisors, Inc. 4
Sphinx Trading, Lp 3
Curtis Wealth Management Llc 3
Ransom Advisory, Ltd 3
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 3
Reliant Investment Partners, LLC 3
Coronation Fund Managers Ltd. 3
White Pine Capital Llc 3
Macguire, Cheswick & Tuttle Investment Counsel Llc 3
Keystone Financial Services 3
Forefront Wealth Partners, LLC 3
Binnacle Investments Inc 3
Gimbal Financial 3
Goodwin Daniel L 3
Westco Advisory Services Inc /adv 3
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 3
HTLF Bank 3
Capital Management Associates /ny/ 3
QUANTRES ASSET MANAGEMENT Ltd 3
Rossmore Private Capital 3
Yarbrough Capital, LLC 3
WJ Wealth Management, LLC 3
Beutel, Goodman & Co Ltd. 3
Opus Capital Group, LLC 3
OxenFree Capital LLC 3
Evolution Advisers, Inc. 3
PUREfi Wealth, LLC 3
Osborne Partners Capital Management, Llc 3
Priebe Wealth Holdings LLC 3
Keener Financial Planning LLC 3
Turtle Creek Wealth Advisors, LLC 3
Ion Asset Management Ltd. 3
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF 3
Marble Wealth, LLC 3
Baldrige Asset Management LLC 3
Trueblood Wealth Management, LLC 3
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 3
Monetary Solutions, Ltd 3
Phillip James Consulting Co. 3
Cardinal Point Wealth Management LLC 3
Arbor Capital Management Inc /adv 3
Asset Planning,Inc 3
Stone Point Wealth LLC 3
Royal Harbor Partners, LLC 3
Valued Wealth Advisors LLC 3
Littlejohn Financial Services, Inc. 3
Clarus Group, Inc. 3
Dock Street Asset Management Inc 3
One River Asset Management, LLC 3
Allen Mooney & Barnes Investment Advisors LLC 3
Badgley Phelps & Bell Inc 3
Folger Hill Asset Management LP 3
KPP Advisory Services LLC 3
Wisconsin Capital Management Llc 3
Sterling Investment Advisors Llc /adv 3
Emery Howard Portfolio Management, Inc. 3
MKT Advisors LLC 3
Stonebridge Financial Planning Group, LLC 3
Summit Place Financial Advisors, LLC 3
Cherrydale Wealth Management, Llc 3
Tatro Capital, LLC 3
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 3
Destiny Capital Securities Corporation 3
Legacy Wealth Partners, Inc. 3
Olympus Wealth Management, Llc 3
Capital Square, LLC 3
Newport Wealth Strategies, Inc. 3
Kentucky Trust Co 3
First Washington CORP 3
Syon Capital Llc 3
Dohj, Llc 3
Belvedere Advisors Llc 3
HMS Capital Management, LLC 3
Peoples Bank/KS 3
Iams Wealth Management, Llc 3
Sound Stewardship, LLC 3
Colton Groome Financial Advisors, Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 3
Columbia Capital Llc 3
III Capital Management 3
Trevian Wealth Management LLC 3
Elevate Capital Advisors, LLC 3
Harber Asset Management Llc 3
Henderson Brothers Financial Partners, LLC 3
Key Bridge Compliance, LLC 3
Fairvoy Private Wealth, LLC 3
Center For Asset Management LLC 3
Carlton Hofferkamp & Jenks Wealth Management, LLC 3
CGC Financial Services, LLC 3
Emerald Acquisition Ltd. 3
Bauman Advisory Group, LLC 3
Enterprise Trust & Investment Co 3
Nisa Investment Advisors, Llc 3
Wills Financial Group, Inc. 3
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3
Quad Capital Management Advisors LLC 3
Wellesley Investment Partners, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 3
New Perspectives, Inc 3
Peterson Financial Group, Inc. 3
Capstone Wealth Management Group LLC 3
Carmel Capital Partners, LLC 3
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 3
Patton Fund Management, Inc. 3
Bosman Wealth Management, LLC 3
Union Savings Bank 3
Harvest Volatility Management Llc 3
United Income, Inc. 3
Box Hill Private Wealth LLC 3
Cloud Capital Management, LLC 3
LENS - EA Series Trust - Sarmaya Thematic ETF 3
Sylvest Advisors, LLC 3
Mine & Arao Wealth Creation & Management, LLC. 3
Byrne Financial Freedom, Llc 3
Rede Wealth, LLC 3
Aquire Wealth Advisors, LLC 3
Seven Mile Advisory 3
Elevatus Welath Management 3
Wealth Effects Llc 3
Voya Investment Management Llc 3
Town Capital LLC 3
Mackay Shields Llc 3
Cheyne Capital Management (UK) LLP 3
Muzinich & Co., Inc. 3
Adams Wealth Management 3
EA Series Trust 3
Childress Capital Advisors, Llc 3
Mizuho Markets Cayman LP 3
Palladiem, Llc 3
Trust Co Of Oklahoma 3
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 3
Ofc Financial Planning, Llc 3
Lee-Kelleher Wealth Management 3
Briggs Wealth Management, Inc 3
Del Mar Asset Management, LP 3
Brio Consultants, LLC 3
Candriam Luxembourg S.C.A. 3
ATX Financial Planning, LLC 3
Vestcor Inc 3
Tiemann Investment Advisors, Llc 3
Okabena Investment Services Inc 3
DMG Group, LLC 3
Dynamic Financial Group 3
Global Strategic Management Inc 3
Vista Capital Partners, Inc. 3
CHLD - NORTHERN LIGHTS FUND TRUST II - LifeGoal Children Investment ETF 3
Jacobus Wealth Management, Inc. 3
Franklin Street Advisors Inc /nc 3
Bainco International Investors 3
SUNY - NORTHERN LIGHTS FUND TRUST II - LifeGoal Vacation Investment ETF 3
Northwestern Mutual Life Insurance Co 3
Marcum Wealth, LLC 3
Blue Zone Wealth Advisors, LLC 3
1 North Wealth Services Llc 3
Giverny Capital Inc. 3
LifePlan Investment Advisors, Inc. 3
Rare Wolf Capital LLC 3
Churchill Financial Advisors, LLC 3
McGowan Group Asset Management, Inc. 3
F/M Investments LLC 3
SAVN - NORTHERN LIGHTS FUND TRUST II - LifeGoal Conservative Wealth Builder ETF 3
Benin Management CORP 3
Oppenheimer Funds Inc 3
State of Wyoming 3
Forest Hill Capital, LLC 3
Frank, Rimerman Advisors LLC 3
Detalus Advisors, LLC 3
Source Financial Advisors LLC 3
Harbour Wealth Management Group, Inc. 3
Boys Arnold & Co Inc 3
Vann Equity Management LLC 3
Wallington Asset Management, LLC 3
Legacy Capital Group California, Inc. 3
Aberdeen Wealth Management LLC 3
25 Llc 3
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 3
Excelsia, Inc. 3
Resolute Wealth Strategies, LLC 3
Sound Financial Strategies Group, LLC 3
Genesis Private Wealth, Llc 3
Channel Wealth Llc 3
Baron Silver Stevens Financial Advisors, Llc 3
Financial Designs Corp 3
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 3
Pacific Excel Wealth Advisors, Inc. 3
Brooks, Moore & Associates, Inc. 3
Midwest Financial Group LLC 3
IFG Advisors, LLC 3
CloudAlpha Capital Management Limited/Hong Kong 3
Bolton Lp 3
Gemsstock Ltd. 3
Pachira Investments Inc. 3
Elwood & Goetz Wealth Advisory Group, LLC 3
Pacific Wealth Management 3
Eaton Financial Holdings Company, LLC 3
Peachtree Investment Advisors, Inc. 3
Noesis Capital Mangement Corp 3
Seldon Capital Lp 3
Acima Private Wealth, Llc 3
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 3
Highland Capital Management Fund Advisors, L.p. 3
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 3
Great Lakes Advisors, Llc 3
Agf Investments Inc. 3
M1 Capital Management LLC 3
Galaxy Group Investments LLC 3
Kieckhefer Group Llc 3
Lakewood Asset Management LLC 3
Shikiar Asset Management Inc 3
Hiley Hunt Wealth Management 3
DSG Capital Advisors, LLC 3
Bbjs Financial Advisors, Llc 3
Northstar Financial Companies, Inc. 3
Midwest Financial Partners Investments, Inc. 3
Portman Square Capital LLP 3
SpringVest Wealth Management LLC 3
Bensler, LLC 3
Medici Capital Llc 3
Cooperatieve Rabobank U.A. 3
Cinctive Capital Management LP 3
Independent Solutions Wealth Management, LLC 3
FFG Partners, LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 3
Mirabella Financial Services Llp 3
Essex Investment Management Co Llc 3
Durante & Waters, Llc 3
Centenus Global Management, Lp 3
Leonteq Securities AG 3
Davis Investment Partners, LLC 3
Lionsbridge Wealth Management LLC 3
Bucket List Wealth Management, LLC 3
Baymount Management LP 3
Readystate Asset Management Lp 3
Zurich Insurance Group Ltd/FI 3
Greenland Capital Management LP 3
ULTRA SERIES FUND - Core Bond Fund Class I 3
Blue Square Asset Management, Llc 3
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 3
Hutchinson Capital Management/ca 3
Park Place Capital Corp 3
Legacy Wealth Asset Management, LLC 3
Davis R M Inc 3
Northbridge Financial Group, Llc 3
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 3
Davidson Investment Advisors 3
Quantify Chaos Advisors, Llc 3
Xcel Wealth Management, LLC 3
Blue Chip Partners, Inc. 3
CarsonAllaria Wealth Management, Ltd. 3
EDGH - Advisors' Inner Circle Fund II - 3EDGE Dynamic Hard Assets ETF 3
Gambit Capital Management, LLC 3
Atlas Wealth Partners, LLC 3
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 3
Bulldog Investors, LLP 3
Entrust Financial Llc 3
Adams Chetwood Wealth Management LLC 3
Trinity Wealth Management, LLC 3
Wealth Enhancement & Preservation of GA, LLC 3
Deltec Asset Management Llc 3
Cercano Management LLC 3
Delta Financial Group, Inc. 3
RHTX - Starboard Investment Trust - RH Tactical Outlook ETF 3
Charles Schwab Trust Co 3
Pfs Investments Inc. 3
Divergent Wealth Advisors, Llc 3
Decker Wealth Management LLC 3
Day & Ennis, LLC 3
Engrave Wealth Partners LLC 3
Beck Bode, LLC 3
Insight Wealth Partners, LLC 3
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 3
Alaska Permanent Fund Corp 3
Cornerstone Advisors Asset Management, Inc 3
American Institute for Advanced Investment Management, LLP 3
Sicart Associates LLC 3
CLSAX - ADVISORONE FUNDS - CLS Global Diversified Equity Fund Class N 3
Avalon Advisors, Llc 3
Opus Financial Solutions LLC 3
Ervin Investment Management, LLC 3
Old Dominion Capital Management Inc 3
Natural Investments, Llc 3
Destiny Capital Corp/CO 3
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 3
Centerstone Investors, LLC 3
NEIRG Wealth Management, LLC 3
Monograph Wealth Advisors, Llc 3
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 3
Washington Growth Strategies Llc 3
Highland Private Wealth Management 3
Three Cord True Wealth Management, LLC 3
Capital Market Strategies LLC 3
KWB Wealth 3
Richmond Investment Services, LLC 3
GlobalBridge, Inc. 3
Columbia River Financial Group, LLC 3
LVZ Advisors, Inc. 3
SWS Partners 3
Alethea Capital Management, Llc 3
Kornitzer Capital Management Inc /ks 3
Pinney & Scofield, Inc. 3
Physicians Financial Services, Inc. 3
USA Financial Portformulas Corp 3
Capital Markets Trading UK LLP 3
Semus Wealth Partners LLC 3
Curated Wealth Partners LLC 3
Graticule Asia Macro Advisors LLC 3
Cannon Advisors, Inc. 3
Efficient Market Advisors, LLC 3
Amara Financial, Llc. 3
Healthcare Value Capital, LLC 3
Regis Management CO LLC 3
Mezzasalma Advisors, LLC 3
Aristeia Capital Llc 3
APCM Wealth Management for Individuals 3
Spartan Wealth Advisory Services LLC 3
Sycale Advisors (NY) LLC 3
Schnieders Capital Management Llc 3
Mainstream Capital Management LLC 3
Fulcrum Wealth Advisors, Llc 3
Kaydan Wealth Management, Inc. 3
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 3
Forza Wealth Management, LLC 3
State of New Jersey Common Pension Fund D 3
Bahl & Gaynor Inc 3
Banco de Sabadell, S.A 3
Mason Hill Advisors Llc 3
Mendota Financial Group, LLC 3
Greylin Investment Mangement Inc 3
Paradigm Financial Partners, Llc 3
Bollard Group LLC 3
Wolf Group Capital Advisors 3
CWC Advisors, LLC. 3
H&H Retirement Design & Management INC 3
Vestpro Financial Partners, Inc. Dba Cpf Texas 3
Nicholson Wealth Management Group, LLC 3
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 3
Legacy Edge Advisors, LLC 3
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 3
Afg Fiduciary Services Limited Partnership 3
Chapin Davis, Inc. 3
Sulzberger Capital Advisors, Inc. 3
Centaur Capital Partners, L.P. 3
Professional Advisory Services Inc 3
Spectrum Financial Alliance Ltd LLC 3
Formula Growth Ltd 3
Connective Portfolio Management, LLC 3
Redwood Investment Management, Llc 3
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 3
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 3
1248 Management, LLC 3
Broussard Financial Group LLC 3
Kfg Wealth Management, Llc 3
Gallacher Capital Management LLC 3
Maxi Investments CY Ltd 3
Lam Group, Inc. 3
Cherry Creek Investment Advisors, Inc. 3
Symons Capital Management Inc 3
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A 3
WealthCare Investment Partners, LLC 3
TB Alternative Assets Ltd. 3
Paladin Wealth, LLC 3
Mitchell Sinkler & Starr/pa 3
Pacific Park Financial, Inc. 3
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 3
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 3
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 3
Baker Boyer National Bank 3
NAVFX - Starboard Investment Trust - The Sector Rotation Fund No Load Shares 3
Corigliano Investment Advisers, LLC 3
Align Wealth Management, LLC 3
Strs Ohio 3
Cannon Financial Strategists, Inc. 3
Allen Investment Management LLC 3
TrinityPoint Wealth, LLC 3
Tdam Usa Inc. 3
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 3
Straight Path Wealth Management 3
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 3
First Nebraska Trust Co 3
Heritage Wealth Management, Inc. 3
Galaxy Digital Inc. 3
Hyposwiss Advisors SA 3
Hofer & Associates. Inc 3
Ascent Wealth Partners, LLC 3
Creekside Partners 3
PVCMX - Series Portfolios Trust - Palm Valley Capital Fund Investor Class 3
Morningstar Investment Services LLC 3
Brown Financial Advisors 3
Crew Capital Management, Ltd. 3
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 3
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 3
MGO Private Wealth, LLC 3
Alessandra Capital Management, LLC 3
Greenwood Gearhart Inc 3
Roundview Capital LLC 3
Helen Stephens Group, LLC 3
Flatrock Wealth Partners LLC 3
Iridian Asset Management Llc/ct 3
Carlson Capital Management 3
Wealth Science Advisors LLC 3
Magnetar Financial LLC 3
Drw Securities, L.l.c. 3
Turner Investments, L.p. 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 3
Yakira Capital Management, Inc. 3
Nvest Wealth Strategies, Inc. 3
Andrew Hill Investment Advisors, Inc. 3
Cottage Street Advisors LLC 3
Budros, Ruhlin & Roe, Inc. 3
Alaethes Wealth LLC 3
Journey Retirement Planning & Investment Management Llc 3
Integrity Wealth Advisors, Inc. 3
James J. Burns & Company, LLC 3
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 3
Axim Planning & Wealth 3
Rand Wealth, Llc 3
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 3
Websterrogers Financial Advisors, Llc 3
Brandywine Global Investment Management, LLC 3
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 3
Northeast Investment Management 3
Birch Hill Investment Advisors LLC 3
Hilton Capital Management, LLC 3
Farmers & Merchants Trust Co of Long Beach 3
Amarillo National Bank 3
Jackson Wealth Management, LLC 3
Smithbridge Asset Management Inc/de 3
DWTFX - Arrow Investments Trust - ARROW DWA TACTICAL FUND CLASS A SHARES 3
WJ Interests, LLC 3
Dauntless Investment Group, LLC 3
Rainier Group Investment Advisory LLC 3
Nwi Management Lp 3
Strive Asset Management, LLC 3
Chandler Asset Management, Inc. 3
Castleark Management Llc 3
Lesa Sroufe & Co 3
Walter & Keenan Financial Consulting Co /mi/ /adv 3
ARS Investment Partners, LLC 3
Entrustpermal Partners Offshore Lp 3
Bearing Point Capital, Llc 3
Legal & General Group Plc 3
FSM Wealth Advisors, LLC 3
CATOX - Starboard Investment Trust - Cavalier Tactical Rotation Fund Class C Shares 3
ProShare Advisors LLC 3
S.C. Financial Services, Inc. 3
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 3
ArrowMark Colorado Holdings LLC 3
Detwiler Fenton Investment Management LLC 3
Carrhae Capital LLP 3
Diversified Management Inc 3
Piper Sandler & Co. 3
Invariant Investment Management 3
Wealth Care LLC 3
Chemistry Wealth Management LLC 3
Christensen, King & Associates Investment Services, Inc. 3
Centre Asset Management, LLC 3
High Pointe Capital Management Llc 3
Davidson Kempner Capital Management Lp 3
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 3
Chris Bulman Inc 3
Tevis Investment Management 3
JFOIX - SARATOGA ADVANTAGE TRUST - James Alpha Family Office Portfolio Class I 3
JAHAX - SARATOGA ADVANTAGE TRUST - James Alpha EHS Portfolio Class A Shares 3
West Coast Financial LLC 3
Hatton Consulting, Inc. 3
OMERS ADMINISTRATION Corp 3
Warwick Investment Management, Inc. 3
Eisler Capital Management Ltd. 3
CacheTech Inc. 3
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 3
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 3
LFG Wealth Partners, LLC 3
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 3
Total Wealth Planning, Llc 3
Marshall & Sullivan Inc /wa/ 3
Coco Enterprises, LLC 3
Allegiant Private Advisors, LLC 3
Bridgewater Associates, LP 3
GGM Financials LLC 3
Brinton Eaton, Llc 3
Navalign, LLC 3
Lane Generational LLC 3
WealthTrust Asset Management, LLC 3
Ontario Teachers Pension Plan Board 3
Sweet Financial Partners, LLC 3
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 3
Wealth Dimensions Group, Ltd. 3
Summit Capital Management Llc 3
MSVX - ETF Series Solutions - LHA Market State Alpha Seeker ETF 3
Intrepid Family Office Llc 3
Taylor Hoffman Wealth Management 3
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 3
Massar Capital Management, LP 3
Rps Advisory Solutions Llc 3
Presidio Capital Management, LLC 3
Heirloom Wealth Management 3
Fullcircle Wealth Llc 3
Vermillion Asset Management LLC 3
Messner & Smith Theme Value Investment Management Ltd /ca/ 3
Conning Inc. 3
Cordoba Advisory Partners LLC 3
Cassaday & Co Inc. 3
Sona Asset Management (us) Llc 3
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares 3
William Harris Investors Inc 3
Range Financial Group LLC 3
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 3
Nelson Capital Management, LLC 3
Permit Capital Advisors, LLC 3
SMI Advisory Services, LLC 3
Wright Wealth Llc 3
CVS HEALTH Corp 3
Pioneer Family Office, LLC 3
SS&H Financial Advisors, Inc. 3
Commons Capital, Llc 3
Chemung Canal Trust Co 3
Alpha Square Group S, LLC 3
Aureus Asset Management, LLC 3
Moody National Bank Trust Division 3
Eagle Asset Management Inc 3
Serengeti Asset Management LP 3
Integrated Capital Management, Inc. 3
Quantbot Technologies LP 3
ASTIX - Northern Lights Fund Trust - Astor Dynamic Allocation Fund Class I shares 3
Taylor & Morgan Wealth Management, LLC 3
Glacier Peak Capital LLC 3
GEFAX - Northern Lights Fund Trust - CMG Mauldin Core Fund Class A Shares 3
Tairen Capital Ltd 3
Axa Financial Inc 3
Sensible Money, LLC 3
Jag Capital Management, Llc 3
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund 3
TruNorth Capital Management, LLC 3
Sigma Investment Counselors Inc 3
Markin Asset Management, LP 3
Df Dent & Co Inc 3
CPI - IndexIQ ETF Trust - IQ Real Return ETF 3
Dominick & Dominick LLC 3
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 3
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 3
Berkley W R Corp 3
aeris Capital Holding GmbH 3
Arta Finance Wealth Management LLC 3
Inr Advisory Services Llc 3
TCM Advisors, LLC 3
Allie Family Office LLC 3
Excalibur Management Corp 3
Watts Gwilliam & Co., LLC 3
Sterling Investment Counsel, LLC 3
Valiant Capital Management, L.P. 3
Cornerstone Financial Partners, LLC 3
Farmers National Bank 3
Paragon Private Wealth Management, LLC 3
Nvest Financial, LLC 3
JGP Wealth Management, LLC 3
Objective Capital Management, LLC 3
Walker Asset Management, LLC 3
Planned Solutions, Inc. 3
Red Cedar Capital, LLC 3
Capstone Wealth Management Group, Llc 3
Jackson Creek Investment Advisors LLC 3
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 3
Windmill Hill Asset Management Ltd 3
Fortune 45 LLC 3
TKG Advisors, LLC 3
Commonwealth Financial Services, LLC 3
Greenspring Advisors, LLC 3
Northeast Financial Consultants Inc 3
WorthPointe, LLC 3
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares 3
Rotella Capital Management, Inc. 3
Perissos Private Wealth Management, LLC 3
Capula Management Ltd 3
Lee Capital Holdings LLC 3
GPARX - GPS Funds II - GuidePath(R) Absolute Return Allocation Fund Service Shares 3
PW Nova Financial Services LLC 3
Evergreen Wealth Solutions, LLC 3
Leo H. Evart, Inc. 3
Marco Investment Management Llc 3
Greenline Wealth Management LLC 3
Blue Clay Capital Management, LLC 3
Catalyst Private Wealth, Llc 3
Luxor Capital Group, LP 3
Paces Ferry Wealth Advisors, Llc 3
PDT Partners, LLC 3
BlackRock Japan Co. Ltd 3
Montz Harcus Wealth Management LLC 3
AMP Capital Investors Ltd 3
Coordinated Financial Services, Inc./CO 3
Atom Investors LP 3
Clay Northam Wealth Management, LLC 3
Ridge Creek Global, Inc 3
Sumit Capital, Llc 3
Values First Advisors, Inc. 3
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 3
SageGuard Financial Group, LLC 3
49 Wealth Management, Llc 3
D L Carlson Investment Group Inc 3
Owl Creek Wealth Partners LLC 3
Sherman Porfolios, Llc 3
Bks Advisors, Llc 3
Eldridge Investment Advisors, Inc. 3
Main Street Research LLC 3
LifePro Asset Management 3
Taddei, Ludwig & Associates, Inc. 3
4J Wealth Management LLC 3
Marathon Strategic Advisors, LLC 3
Scissortail Wealth Management, LLC 3
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 3
jvl associates llc 3
Maplelane Capital, Llc 3
Bill Few Associates, Inc. 3
Boston Family Office Llc 3
Navellier & Associates Inc 3
Bayshore Asset Management, Llc 3
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 3
First Mercantile Trust Co 3
David J Yvars Group 3
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 3
Prepared Retirement Institute LLC 3
Bremer Trust National Association 3
Numeric Investors Llc 3
Strid Group, LLC 3
Crux Wealth Advisors 3
Round Table Investment Management Company, Lp 3
Blossom Wealth Management 3
Logan Stone Capital, LLC 3
Centennial Wealth Advisory LLC 3
MGB Wealth Management, LLC 3
Brick & Kyle, Associates 3
Regatta Capital Group, Llc 3
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 3
Bernard Wealth Management Corp. 3
Hennion & Walsh Asset Management, Inc. 3
Heritage Investment Group, Inc. 3
Tnf Llc 3
Willingdon Wealth Management 3
Alvarez & Marsal Private Wealth Partners, LLC 3
Arrowroot Family Office, LLC 3
Rs Crum Inc. 3
Tmd & Associates, Inc 3
Client First Investment Management LLC 3
Vance Wealth, Inc. 3
New Potomac Partners, LLC 3
Crestline Management, LP 3
Independent Wealth Advisors LLC 3
Polymer Capital Management (US) LLC 3
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 3
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 3
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio 3
Forbes Financial Planning, Inc. 3
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 3
Concorde Financial Corp 3
Capstone Triton Financial Group, LLC 3
Alpha Advisors, LLC/VA 3
KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio 3
Kessler Investment Group, LLC 3
Morgens Waterfall Vintiadis & Co Inc 3
JB Capital LLC 3
Diversified Trust Co 3
Monterey Private Wealth, Inc. 3
STFBX - Advisers Investment Trust - State Farm Balanced Fund 3
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A 3
Tectonic Advisors Llc 3
JRVIX - James Alpha Funds Trust - James Alpha Relative Value Fund Class I 3
Simply Money Advisors 3
Falcon Wealth Planning 3
Hemington Wealth Management 3
High Note Wealth, LLC 3
Duncan Williams Asset Management, LLC 3
Stearns Financial Services Group 3
Flagship Private Wealth, LLC 3
LSHAX - KINETICS MUTUAL FUNDS INC - Kinetics Spin-Off and Corporate Restructuring Fund Advisor Class A 3
Future Financial Wealth Managment LLC 3
Adamsbrown Wealth Consultants Llc 3
Autumn Glory Partners, LLC 3
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I 3
Strategic Capital Advisers, Inc. 3
Peak Financial Advisors Llc 3
Resona Asset Management Co.,Ltd. 3
Gibson Capital, LLC 3
Studio Investment Management Llc 3
Stenahm Asset Managment Ltd 3
J.Safra Asset Management Corp 3
Uniting Wealth Partners, LLC 3
O'ROURKE & COMPANY, Inc 3
Fiscal Wisdom Wealth Management, LLC 3
SVRN Asset Management, LLC 3
Magnolia Wealth Management, LLC 3
West Michigan Advisors, Llc 3
Kercheville Advisors, LLC 3
Running Point Capital Advisors, LLC 3
Graham Capital Wealth Management, Llc 3
WJ Financial Advisors LLC 3
May Hill Capital, LLC 3
Carl Stuart Investment Advisor, Inc 3
Tanglewood Wealth Management, Inc. 3
Wealthspan Partners, Llc 3
Intelligent Financial Strategies 3
Fearless Solutions, LLC dba Best Invest 3
Valley Forge Investment Consultants Inc Adv 3
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 3
Autus Asset Management, LLC 3
Asset Advisors Corp 3
EQ ADVISORS TRUST - All Asset Growth-Alt 20 Portfolio Class IA 3
Bordeaux Wealth Advisors LLC 3
Aaron Wealth Advisors LLC 3
A4 Wealth Advisors LLC 3
NorthAvenue LLC 3
Weaver C. Barksdale & Associates, Inc. 3
Skyline Advisors, Inc. 3
Gould Asset Management Llc /ca/ 3
MorganRosel Wealth Management, LLC 3
Fell Capital Management /adv 3
Commonwealth Bank Of Australia 3
Harbor Capital Advisors, Inc. 3
Emergent Wealth Advisors, LLC 3
Clough Capital Partners L P 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 3
Monroe Bank & Trust/mi 3
Full Sail Capital, LLC 3
Muirfield Wealth Advisors Llc 3
Advocate Investing Services LLC 3
Cove Private Wealth, LLC 3
Black Maple Capital Management LP 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 3
Sonoma Allocations LLC 3
Invested Advisors 3
Altus Capital Inc. 3
J. Derek Lewis & Associates Inc. 3
GAM Holding AG 3
Richardson Financial Services Inc. 3
Tilia Fiduciary Partners, Inc. 3
Dearborn Partners Llc 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
Washburn Capital Management, Inc. 3
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 3
Silicon Hills Wealth Management, LLC 3
Orrell Capital Management Inc 3
Luminus Management Llc 3
Cutler Capital Management, LLC 3
EQTYX - WisdomTree Digital Trust - WisdomTree Siegel Global Equity Digital Fund 3
Lebenthal Global Advisors, LLC 3
Pureheart Capital Pte Ltd. 3
BLUX - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Dynamic Total Market ETF 3
Pictet Asset Management Ltd 3
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
MEMBERS Trust Co 3
Envision Financial Transparency, LLC 3
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 3
American Asset Management Inc. 3
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 3
Brendel Financial Advisors LLC 3
Kerrisdale Advisers, LLC 3
Whitebox Advisors Llc 3
Qs Batterymarch Financial Management, Inc 3
Westfield Capital Management Co Lp 3
Mmbg Investment Advisors Co. 3
Burford Brothers, Inc. 3
Arkfeld Wealth Strategies, L.L.C. 3
Rampart Investment Management Company, LLC 3
Adams Hall Wealth Advisors, LLC 3
Redmont Wealth Advisors Llc 3
Forum Funds 3
Secured Retirement Advisors, Llc 3
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 3
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 3
Milestones Private Investment Advisors LLC 3
Schwallier Wealth Management LLC 3
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 3
Stockman Wealth Management, Inc. 3
Monticello Wealth Management, Llc 3
Deprince Race & Zollo Inc 3
Hochman Cole Investment Advisors, Inc. 3
Southport Management, L.l.c. 3
Azimuth Capital Management LLC 3
Jolley Asset Management, LLC 3
KKM Financial LLC 3
Radnor Capital Management, LLC 3
PhaseCapital LP 3
Adage Capital Partners Gp, L.l.c. 3
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 3
Crowley Wealth Management, Inc. 3
Sfam, Llc 3
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 3
First American Trust, Fsb 3
American Financial Advisors, LLC 3
Cypress Wealth Advisors LLC 3
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 3
Clayton Financial Group LLC 3
Laurion Capital Management LP 3
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 3
Capital Advisor Network LLC 3
Colonial River Wealth Management, LLC 3
Wilmington Trust, National Association 3
Phraction Management LLC 3
Fagan Associates, Inc. 3
Lummis Asset Management, LP 3
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 3
Gateway Advisory, LLC 3
FirstMerit Bank N A Trustee 3
Stonebridge Wealth Management, LLC 3
Prince Street Capital Management LLC 3
First United Bank Trust/ 3
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 3
InTrack Investment Management Inc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 3
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 3
Sensible Financial Planning & Management, LLC. 3
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 3
Waddell & Reed Financial Inc 3
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 3
Kimelman & Baird, LLC 3
Beech Hill Advisors, Inc. 3
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 3
Red Cedar Investment Management, Llc 3
Phocas Financial Corp. 3
OneAscent Wealth Management LLC 3
Entrewealth, Llc 3
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 3
Shanda Payment Holdings Ltd. 3
Bar Harbor Trust Services 3
Edgemoor Investment Advisors, Inc. 3
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF 3
Nautilus Advisors LLC 3
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 3
Weitzel Financial Services, Inc. 3
Sittner & Nelson, Llc 3
Asset Advisory Group, Inc. 3
Ahl Investment Management, Inc. 3
Fulton Breakefield Broenniman Llc 3
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 3
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 3
Ruggiero Investments, Inc. 3
Provenance Wealth Advisors, LLC 3
Lakeridge Wealth Management LLC 3
Harbour Investment Management Llc 3
Mosley Wealth Management 3
Lester Murray Antman dba SimplyRich 3
Bbr Partners, Llc 3
Eidelman Virant Capital 3
Impact Capital Partners LLC 3
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 3
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 3
Crcm Lp 3
Epstein & White Financial LLC 3
Monetary Management Group Inc 3
Manning & Napier Advisors Llc 3
Senator Investment Group LP 3
Clear Wave Wealth Management Llc 3
Alternative Investment Advisors, LLC. 3
Mitchell Mcleod Pugh & Williams Inc 3
Corrado Advisors, Llc 3
Mizuho Asset Management Co.,Ltd. 3
Hopwood Financial Services, Inc. 3
BCS Private Wealth Management, Inc. 3
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 3
Quilter Plc 3
Greatmark Investment Partners, Inc. 3
Tripletail Wealth Management, LLC 3
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 3
Schneider Downs Wealth Management Advisors, LP 3
KCS Wealth Advisory 3
Naviter Wealth, LLC 3
California Public Employees Retirement System 3
Sawyer & Company, Inc 3
Aegis Financial Corp 3
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 3
Vista Investment Partners Ii, Llc 3
Purus Wealth Management, LLC 3
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 3
West Family Investments, Inc. 3
Greystone Financial Group, LLC 3
Godsey & Gibb Associates 3
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 3
Napier Park Global Capital (US) LP 3
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 3
Buckley Wealth Management, LLC 3
Sand Hill Global Advisors, LLC 3
Swisher Financial Concepts, Inc. 3
Schmidt P J Investment Management Inc 3
S. R. Schill & Associates 3
Crossmark Global Holdings, Inc. 3
Pnc Funds 3
CFO4Life, L.P. 3
Lodestar Investment Counsel Llc/il 3
Cumberland Partners Ltd 3
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 3
Ackerman Capital Advisors, LLC 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 3
Rinet Co LLC 3
Valley Forge Asset Management, Llc 3
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 3
T3 Companies, LLC 3
Ferris Capital, Llc 3
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 3
Investors Financial Group, LLC 3
Atwater Malick LLC 3
Pictet North America Advisors SA 3
Marathon Capital Management 3
Permanent Capital Management, LP 3
Forward Management, LLC 3
Western Asset Management Company, LLC 3
BankChampaign, National Association 3
Aevitas Wealth Management, Inc. 3
Garner Asset Management Corp 3
Cruiser Capital Advisors, Llc 3
Norris Perne & French Llp/mi 3
Foster & Motley Inc 3
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 3
Retirement Capital Strategies 3
KG&L Capital Management,LLC 3
Lokken Investment Group LLC 3
Pendal Group Ltd 3
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 3
Steward Partners Investment Solutions, Llc 3
Summit Financial Group, Inc. 3
Benchmark Capital Advisors 3
Passport Capital, LLC 3
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 3
Chung Wu Investment Group, LLC 3
Blankinship & Foster, LLC 3
Aua Capital Management, Llc 3
Ifrah Financial Services, Inc. 3
LOM Asset Management Ltd 3
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 3
Watermark Asset Management, Inc. 3
Rpo Llc 3
HORAN Wealth, LLC 3
Franklin, Parlapiano, Turner & Welch, LLC 3
Stuart Chaussee & Associates, Inc. 3
Evelyn Partners Investment Management (Europe) Ltd 3
DDD Partners, LLC 3
First Financial Equity Corporation 3
JFOIX - James Alpha Funds Trust - James Alpha Family Office Fund Class I 3
Hansen & Associates Financial Group, Inc. 3
Jabodon Pt Co 3
Knights of Columbus Asset Advisors LLC 3
Sabal Trust CO 3
State of New Jersey Common Pension Fund E 3
Chesley Taft & Associates LLC 3
Northstar Wealth Partners LLC 3
Anson Capital, Inc. 3
Mosaic Financial Partners, Inc. 3
Catalytic Wealth RIA, LLC 3
Brian Low Financial Group, Llc 3
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 3
ENDW - EA Series Trust - Cambria Endowment Style ETF 3
Family Legacy, Inc. 3
OakTrust Wealth Advisors, LLC 3
Caprin Asset Management Llc /adv 3
Morse Asset Management, Inc 3
Baltimore Capital Management, Inc 3
Camden Asset Management L P /ca 3
Plimoth Trust Co Llc 3
Colony Family Offices, LLC 3
Pingora Partners LLC 3
Telos Capital Management, Inc. 3
Tcw Group Inc 3
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 3
Brigade Capital Management, Lp 3
Wsfs Capital Management, Llc 3
Credential Securities Inc. 3
Maseco Llp 3
Appleton Partners Inc/ma 3
Elm Partners Management LLC 3
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 3
Twin Lakes Capital Management, LLC 3
Thrive Wealth Management, LLC 3
Portfolio Design Labs, LLC 3
Fortune Financial Group, Inc. 3
Winton Capital Group Ltd 3
Nauset Wealth Management. LLC 3
Garrison Bradford & Associates Inc 3
Bickling Financial Services, Inc. 3
Ssi Investment Management Llc 3
Cadence Bank Na 3
Stablepoint Partners, LLC 3
Bridgeworth, LLC 3
Ndwm Llc 3
BCK Partners, Inc. 3
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 3
Bridgewater Advisors Inc. 3
Pacific Sun Financial Corp 3
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 3
King Wealth 3
Kondo Wealth Advisors, Inc. 3
City Of London Investment Management Co Ltd 3
Cardinal Point Wealth Management Partners, LLC 3
Quest Partners LLC 3
BDFS Capital LLC 3
Summit Asset Management, LLC 3
TSA Wealth Managment LLC 3
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 3
Pineno Levin & Ford Asset Management, Inc. 3
LifeGoal Wealth Advisors 3
Kiely Wealth Advisory Group, Inc. 3
TMD Wealth Management, LLC 3
Sincerus Advisory, LLC 3
Diesslin Group, Inc. 3
Consultiva Wealth Management, Corp. 3
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 3
Marion Wealth Management 3
Midwest Capital Advisors, LLC 3
NDVR, Inc. 3
Constellation Wealth Advisors, LLC 3
Harmony Asset Management Llc 3
Northside Capital Management, LLC 3
Evergreen Private Wealth LLC 3
Covalent Partners LLC 3
Partners Wealth Management, Llc 3
Barings Llc 3
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 3
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 3
Militia Capital Partners, LP 3
Camden National Bank 3
Argentiere Capital Ag 3
Landsberg, Bennett, & Dubbaneh LLC 3
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 3
BW Gestao de Investimentos Ltda. 3
Bank OZK 3
Dark Forest Capital Management Lp 3
Fullerton Fund Management Co Ltd 3
Turning Point Benefit Group, Inc. 3
Orrstown Financial Services Inc 3
Ccg Wealth Management, Llc 3
Marketocracy Funds 3
UNIVEST FINANCIAL Corp 3
Dahring | Cusmano Llc 3
Capital & Planning, Llc 3
MeadowBrook Investment Advisors LLC 3
Lyell Wealth Management, Lp 3
Tempo Wealth, LLC 3
WealthNavi Inc. 3
Covenant Asset Management, LLC 3
Plum Street Advisors, LLC 3
Duff & Phelps Investment Management Co 3
Fortitude Financial, LLC 3
Salient Private Client, Llc 3
Family Firm, Inc. 3
Marietta Wealth Management, LLC 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 3
WIT Partners Advisory Pte. Ltd. 3
WP Advisors, LLC 3
Gamble Jones Investment Counsel 3
Merrion Investment Management Co, LLC 3
Clear Investment Research, Llc 3