Electric and Other Services Combined - 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
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 535
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 530
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 464
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 459
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 459
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 412
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 412
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 387
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 376
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 373
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 358
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 318
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 308
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 296
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 289
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 273
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 267
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 267
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 254
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 254
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 242
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 241
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 229
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 226
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 213
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 201
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 198
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 196
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 184
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 179
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 177
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 177
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 176
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 175
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 172
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 168
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 165
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 165
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 163
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 161
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 158
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 158
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 155
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 153
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 152
MASTER BOND LLC - Master Total Return Portfolio 152
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 151
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 151
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 149
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 149
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 149
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 147
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 146
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 146
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 146
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 145
Six Circles Trust - Six Circles Global Bond Fund 145
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 143
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 142
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 141
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 139
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 139
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 138
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 137
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 136
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 136
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 135
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 134
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 133
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 131
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 130
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 130
BRACX - Blackrock Allocation Target Shares - Bats Series C 130
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 129
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 128
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 127
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 127
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 127
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 126
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 126
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 124
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 123
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 122
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 121
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 120
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 120
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 119
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 118
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 117
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 114
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 114
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 112
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 112
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 112
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 111
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 110
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 110
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 110
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 107
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 107
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 105
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 105
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 103
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 102
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 100
NOBOX - Northern Funds - Northern Bond Index Fund 100
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 99
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 98
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 98
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 95
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 94
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 94
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 94
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 93
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 93
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 92
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 91
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 88
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 87
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 86
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 86
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 86
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 86
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 85
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 85
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 85
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 84
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 83
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 81
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 80
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 79
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 79
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 79
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 78
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 78
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 78
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 77
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 76
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 76
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 75
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 75
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 75
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 75
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 75
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 74
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 74
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 74
BlackRock ETF Trust II - BlackRock Total Return ETF 74
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 72
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 72
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 72
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 70
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 69
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 69
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 68
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 68
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 68
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 67
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 67
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 67
STFBX - Advisers Investment Trust - State Farm Balanced Fund 67
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 67
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 66
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 66
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 66
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 65
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 65
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 65
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 64
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 64
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 64
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 63
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 63
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 63
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 63
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 62
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 62
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 62
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 62
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 62
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 62
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 61
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 61
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 61
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 61
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 61
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 60
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 60
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 59
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 59
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 59
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 59
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 58
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 57
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 57
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 57
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 56
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 56
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 56
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 56
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 56
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 56
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 56
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 55
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 55
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 55
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 55
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 54
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 54
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 54
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 54
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 53
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 53
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 53
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 53
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 53
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 52
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 52
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 52
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 51
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 51
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 51
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 51
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 51
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 51
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 50
JNL SERIES TRUST - JNL Bond Index Fund (I) 50
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 50
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 50
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 50
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 50
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 49
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 49
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 49
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 49
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 49
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 49
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 48
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 48
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 48
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 48
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 48
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 48
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 48
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 48
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 47
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 47
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 47
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 47
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 47
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 47
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 46
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 46
Pimco Dynamic Income Fund 46
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 46
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 45
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 45
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 45
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 45
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 45
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 45
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 45
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 45
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 45
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 45
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 44
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 44
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 44
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 44
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 44
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 43
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 43
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 43
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 43
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 43
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 43
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 43
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 43
Nuveen Real Asset Income & Growth Fund 43
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 43
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 43
Vanguard Group Inc 42
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 42
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 42
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 42
Pimco Strategic Income Fund, Inc 42
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 42
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 42
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 42
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 42
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 42
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 42
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 41
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 41
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 41
Pimco Flexible Credit Income Fund 41
Bank Of America Corp /de/ 41
Advanced Series Trust - Ast Advanced Strategies Portfolio 41
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 41
Wells Fargo & Company/mn 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 40
Pimco Corporate & Income Opportunity Fund 40
Citigroup Inc 40
TRANSAMERICA FUNDS - Transamerica Core Bond I2 40
Pnc Financial Services Group, Inc. 40
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 40
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 40
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 40
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 40
Pimco High Income Fund 40
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 40
Pimco Dynamic Credit & Mortgage Income Fund 40
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 40
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 40
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 39
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 39
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 39
Morgan Stanley 39
Sonora Investment Management, LLC 39
State Street Corp 39
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 39
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 39
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 39
Jpmorgan Chase & Co 39
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 39
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 38
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 38
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 38
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 38
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 38
PIMCO FUNDS - PIMCO Sector Fund Series - I 37
BlackRock, Inc. 37
Pimco Corporate & Income Strategy Fund 37
Pimco Global Stocksplus & Income Fund 37
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 37
Barclays Plc 37
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 37
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 37
Goldman Sachs Group Inc 37
Millennium Management Llc 37
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 37
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 37
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 37
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 36
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 36
UBS Group AG 36
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 36
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 36
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 36
Fmr Llc 36
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 36
Ameriprise Financial Inc 36
Tower Research Capital LLC (TRC) 36
Proequities, Inc. 36
Jane Street Group, Llc 36
Royal Bank Of Canada 36
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 36
Susquehanna International Group, Llp 36
Citadel Advisors Llc 36
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 35
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 35
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 35
VCBDX - VALIC Co I - Core Bond Fund 35
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 35
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 35
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 35
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 35
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 35
D. E. Shaw & Co., Inc. 35
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 35
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 35
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 35
FundVantage Trust - Verplanck Balanced Fund 35
Pimco Income Strategy Fund Ii 35
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 35
Verition Fund Management LLC 35
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 35
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 35
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 34
Deutsche Bank Ag\ 34
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 34
VCAAX - VALIC Co I - Asset Allocation Fund 34
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 34
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 34
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 34
Pcm Fund, Inc. 34
Pimco Income Opportunity Fund 34
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 34
Us Bancorp \de\ 34
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 34
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 34
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 34
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 34
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 34
Pimco Income Strategy Fund 33
Geode Capital Management, Llc 33
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 33
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 33
Pacer Advisors, Inc. 33
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 33
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 33
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 33
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 33
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 33
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 33
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 33
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 33
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 33
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 33
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 32
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 32
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 32
Credit Suisse Ag/ 32
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 32
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 32
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 32
Two Sigma Investments, Lp 32
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 32
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 32
Northern Trust Corp 32
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 32
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 32
Bank Of Montreal /can/ 32
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 32
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 32
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 32
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 32
Versus Capital Real Assets Fund Llc 32
Parametric Portfolio Associates Llc 32
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 32
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 32
Invesco Ltd. 31
Marshall Wace, Llp 31
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 31
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 31
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 31
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 31
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 31
Dnp Select Income Fund Inc 31
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 31
New York State Common Retirement Fund 31
PIMCO FUNDS - PIMCO Short Asset Portfolio 31
Comerica Bank 31
Magnetar Financial LLC 31
Nuveen Asset Management, LLC 31
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 31
Rhumbline Advisers 31
Virtu Financial LLC 31
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 31
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 31
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 30
NOSGX - Northern Funds - Northern Small Cap Value Fund 30
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 30
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 30
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 30
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 30
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 30
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 30
PCTEX - PUTNAM CALIFORNIA TAX EXEMPT INCOME FUND - PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST Class A Shares 30
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 30
Price T Rowe Associates Inc /md/ 30
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 30
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 30
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 30
Invesco Bond Fund 30
Oregon Public Employees Retirement Fund 30
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 30
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 30
Steward Partners Investment Advisory, Llc 30
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 30
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 30
Bessemer Group Inc 29
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 29
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 29
Bank of New York Mellon Corp 29
Advisor Group Holdings, Inc. 29
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 29
Renaissance Technologies Llc 29
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 29
Manufacturers Life Insurance Company, The 29
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 29
Legal & General Group Plc 29
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 29
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 29
Zurcher Kantonalbank (Zurich Cantonalbank) 29
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 29
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 29
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 29
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 29
Ubs Asset Management Americas Inc 29
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 29
Voya Investment Management Llc 29
Nomura Holdings Inc 29
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 29
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 29
Wolverine Asset Management Llc 29
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 29
Northwestern Mutual Wealth Management Co 29
Walleye Trading LLC 29
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 29
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 29
Vanguard Capital Management Llc 29
Hsbc Holdings Plc 29
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 28
ProShare Advisors LLC 28
Parallax Volatility Advisers, L.P. 28
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 28
Russell Investments Group, Ltd. 28
Paloma Partners Management Co 28
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 28
Alliancebernstein L.p. 28
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 28
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 28
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 28
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 28
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 28
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 28
Sei Investments Co 28
Nuveen Multi-Asset Income Fund 28
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 28
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 28
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 28
Glenmede Trust Co Na 28
Allianz Asset Management GmbH 28
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 28
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 28
Boothbay Fund Management, Llc 28
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 28
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 28
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 28
American International Group, Inc. 28
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 28
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 28
Creative Planning 28
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 28
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 28
SG Americas Securities, LLC 28
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 28
Huntington National Bank 28
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 28
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 28
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 28
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 28
Walleye Capital LLC 28
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 28
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 28
Vanguard Whitehall Funds 27
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 27
Bnp Paribas Arbitrage, Sa 27
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 27
Principal Funds Inc 27
Gsa Capital Partners Llp 27
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 27
State Of Wisconsin Investment Board 27
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 27
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 27
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 27
Franklin Resources Inc 27
California State Teachers Retirement System 27
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 27
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 27
Thrivent Financial For Lutherans 27
Neuberger Berman Group LLC 27
Balyasny Asset Management Llc 27
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 27
Ladenburg Thalmann Financial Services Inc 27
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 27
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 27
California Public Employees Retirement System 27
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 27
PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A 27
American Century Companies Inc 27
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 27
Simplex Trading, Llc 27
Charles Schwab Investment Management Inc 27
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 27
State Board Of Administration Of Florida Retirement System 27
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 27
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 27
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 27
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 27
Acadian Asset Management Llc 27
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 27
IFP Advisors, Inc 27
KBC Group NV 27
Gabelli Funds Llc 27
BlueCrest Capital Management Ltd 27
Aqr Capital Management Llc 27
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 27
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 27
Hrt Financial Lp 27
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 27
Prelude Capital Management, Llc 27
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 27
Great West Life Assurance Co /can/ 27
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 27
Aperio Group, LLC 27
First Trust Advisors Lp 27
First Manhattan Co 26
Dimensional Fund Advisors Lp 26
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 26
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 26
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 26
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 26
Janus Henderson Group Plc 26
Kcg Holdings, Inc. 26
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 26
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 26
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 26
Raymond James & Associates 26
State Farm Mutual Fund Trust 26
Metropolitan Life Insurance Co/ny 26
Two Sigma Advisers, Lp 26
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 26
Nisa Investment Advisors, Llc 26
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 26
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 26
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 26
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 26
Squarepoint Ops LLC 26
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 26
Man Group plc 26
Envestnet Asset Management Inc 26
Victory Capital Management Inc 26
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 26
Quantbot Technologies LP 26
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 26
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 26
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 26
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 26
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 26
MUFG Americas Holdings Corp 26
Advisory Services Network, LLC 26
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 26
Highbridge Capital Management Llc 26
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 26
LMR Partners LLP 26
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 26
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 26
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 26
Brookfield Infrastructure Income Fund Inc. 26
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 26
Ubs Ag 26
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 26
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 26
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 26
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 26
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 26
Panagora Asset Management Inc 26
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 26
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 26
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 26
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 26
Guggenheim Capital Llc 26
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 26
Jefferies Group LLC 26
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 26
Advisors Asset Management, Inc. 25
Prudential Financial Inc 25
Federated Hermes, Inc. 25
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 25
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 25
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 25
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 25
Rational Advisors Llc 25
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 25
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 25
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 25
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 25
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 25
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 25
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 25
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 25
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 25
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 25
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 25
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 25
Public Employees Retirement System Of Ohio 25
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 25
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 25
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 25
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 25
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 25
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 25
BlackRock Group LTD 25
BlackRock Fund Advisors 25
Six Circles Trust - Six Circles Credit Opportunities Fund 25
Swiss National Bank 25
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 25
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 25
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 25
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 25
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 25
Teacher Retirement System Of Texas 25
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 25
TGRNX - TIAA-CREF FUNDS - TIAA-CREF Green Bond Fund Institutional Class 25
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 25
Engineers Gate Manager LP 25
Glassman Wealth Services 25
BlackRock Advisors LLC 25
Canada Pension Plan Investment Board 25
Vanguard Portfolio Management Llc 25
Principal Financial Group Inc 25
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 25
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 25
Ancora Advisors, LLC 25
M&t Bank Corp 25
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 25
Fifth Third Bancorp 25
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 25
Arizona State Retirement System 25
Group One Trading, L.p. 25
First Horizon Advisors, Inc. 25
Russell Frank Co/ 25
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 25
Ameritas Investment Partners, Inc. 25
Two Sigma Securities, Llc 25
Captrust Financial Advisors 25
Jones Financial Companies Lllp 25
TCI Wealth Advisors, Inc. 25
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 25
HighTower Advisors, LLC 24
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 24
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 24
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 24
Cutler Group LP 24
Arrowstreet Capital, Limited Partnership 24
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 24
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 24
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 24
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 24
Teachers Retirement System Of The State Of Kentucky 24
Lazard Asset Management Llc 24
State of Tennessee, Treasury Department 24
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 24
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 24
Bokf, Na 24
Quadrant Capital Group Llc 24
MetLife Securities, Inc 24
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 24
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 24
Tiaa Cref Investment Management Llc 24
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 24
Wellington Management Group Llp 24
CMF - iSHARES TRUST - iShares California Muni Bond ETF 24
Nationwide Fund Advisors 24
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 24
BlackRock Investment Management, LLC 24
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 24
Cubist Systematic Strategies, LLC 24
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 24
Signaturefd, Llc 24
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 24
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 24
Norges Bank 24
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 24
Toronto Dominion Bank 24
Ground Swell Capital, LLC 24
Adage Capital Partners Gp, L.l.c. 24
Strs Ohio 24
Css Llc/il 24
Van Eck Associates Corp 24
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 24
Teachers Advisors, Llc 24
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 24
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 24
BlackRock Institutional Trust Company, N.A. 24
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 24
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 24
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 24
Stifel Financial Corp 24
Cambridge Investment Research Advisors, Inc. 24
Macquarie Group Ltd 24
Dynamic Technology Lab Private Ltd 24
LPL Financial LLC 24
Texas Permanent School Fund 24
PDT Partners, LLC 24
PEAK6 Investments, L.P. 24
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 24
Enterprise Financial Services Corp 24
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 24
Public Employees Retirement Association Of Colorado 24
Polar Asset Management Partners Inc. 24
Tudor Investment Corp Et Al 24
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 24
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 24
Private Trust Co Na 24
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 24
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 24
Trexquant Investment LP 23
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 23
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 23
State Farm Variable Product Trust 23
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 23
GWM Advisors LLC 23
Cwm, Llc 23
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 23
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 23
New York State Teachers Retirement System 23
Municipal Employees' Retirement System of Michigan 23
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 23
National Asset Management, Inc. 23
Bartlett & Co. LLC 23
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 23
Parallel Advisors, LLC 23
VCSBX - VALIC Co II - Strategic Bond Fund 23
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 23
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 23
Wolverine Trading, Llc 23
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 23
Connor, Clark & Lunn Investment Management Ltd. 23
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 23
Janney Montgomery Scott LLC 23
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 23
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 23
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 23
ExodusPoint Capital Management, LP 23
Laurion Capital Management LP 23
Point72 Asset Management, L.P. 23
First Citizens Bank & Trust Co 23
Profund Advisors Llc 23
VDAFX - VALIC Co I - Dynamic Allocation Fund 23
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 23
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 23
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 23
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 23
CENTRAL TRUST Co 23
Advisor Group, Inc. 23
World Asset Management Inc 23
Brown Brothers Harriman & Co 23
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 23
D.a. Davidson & Co. 23
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 23
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 23
Rockefeller Capital Management L.P. 23
PineBridge Investments, L.P. 23
A.R.T. Advisors, LLC 23
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 23
Paradigm Asset Management Co Llc 23
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 23
Cohen & Steers Infrastructure Fund Inc 23
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 23
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 23
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 23
Alberta Investment Management Corp 23
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 23
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 23
Los Angeles Capital Management Llc 23
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 23
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 23
State of New Jersey Common Pension Fund D 23
Meeder Asset Management Inc 23
Schroder Investment Management Group 23
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 23
Mutual Of America Capital Management Llc 23
LS Investment Advisors, LLC 23
Mirae Asset Global Investments Co., Ltd. 23
Sterling Capital Management LLC 23
FMHTX - FIDELITY MUNICIPAL TRUST - Fidelity Michigan Municipal Income Fund 23
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 23
Amalgamated Bank 23
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 23
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 23
Commonwealth Equity Services, Inc 22
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 22
Ergoteles LLC 22
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 22
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 22
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 22
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 22
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 22
Shell Asset Management Co 22
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 22
Irish Life Investment Managers Ltd. 22
Jacobs Levy Equity Management, Inc 22
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 22
Martingale Asset Management L P 22
Raymond James Financial Services Advisors, Inc. 22
Capstone Investment Advisors, Llc 22
Massmutual Trust Co Fsb/adv 22
Capstone Asset Management Co 22
Credit Agricole S A 22
Nbc Securities, Inc. 22
GAMMA Investing LLC 22
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 22
Stratos Wealth Partners, LTD. 22
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 22
Gamco Investors, Inc. Et Al 22
Vident Investment Advisory, LLC 22
MAI Capital Management 22
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 22
State of Alaska, Department of Revenue 22
Tarbox Family Office, Inc. 22
IndexIQ Advisors LLC 22
Lsv Asset Management 22
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 22
Trust Co Of Vermont 22
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 22
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 22
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 22
Loomis Sayles & Co L P 22
Global Retirement Partners, LLC 22
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 22
Virginia Retirement Systems Et Al 22
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 22
Qube Research & Technologies Ltd 22
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 22
NEXT Financial Group, Inc 22
Farmers & Merchants Investments Inc 22
Old Mutual Customised Solutions (proprietary) Ltd 22
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 22
XTX Topco Ltd 22
Raymond James Financial Inc 22
Gemmer Asset Management LLC 22
VTL Associates, LLC 22
QCVAX - Clearwater Investment Trust - Clearwater International Fund 22
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 22
Allworth Financial LP 22
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 22
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 22
Mason Street Advisors, Llc 22
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 22
Suntrust Banks Inc 22
Winton Capital Group Ltd 22
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 22
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 22
Tiaa-cref Funds 22
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 22
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 22
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 22
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 22
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 22
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 22
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 22
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 22
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 22
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 22
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 22
Vermillion Wealth Management, Inc. 22
Cetera Advisor Networks LLC 22
Jane Street Holding, LLC 22
Eaton Vance Management 22
OMERS ADMINISTRATION Corp 22
PENN SERIES FUNDS INC - International Equity Fund 22
Louisiana State Employees Retirement System 22
Gabelli Global Utility & Income Trust 22
Gradient Investments LLC 21
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 21
Whittier Trust Co 21
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 21
American Portfolios Advisors 21
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 21
Howe & Rusling Inc 21
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 21
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 21
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 21
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 21
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 21
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 21
Sandy Spring Bank 21
Vantagepoint Funds 21
BlackRock Japan Co. Ltd 21
Cornerstone Capital Management Holdings Llc. 21
Truist Financial Corp 21
Oppenheimer & Co Inc 21
Clear Street Markets Llc 21
Quadrature Capital Ltd 21
Atria Investments Llc 21
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 21
Catalyst Capital Advisors LLC 21
Crossmark Global Holdings, Inc. 21
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 21
Commonwealth Equity Services, Llc 21
Lord, Abbett & Co. Llc 21
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 21
Employees Retirement System of Texas 21
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 21
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 21
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 21
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 21
Luminus Management Llc 21
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 21
Caisse De Depot Et Placement Du Quebec 21
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 21
DekaBank Deutsche Girozentrale 21
Private Capital Group, LLC 21
Manchester Capital Management LLC 21
Sofos Investments, Inc. 21
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 21
QS Investors, LLC 21
Vanguard Index Funds 21
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 21
Plante Moran Financial Advisors, LLC 21
SBI Securities Co., Ltd. 21
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 21
Private Advisor Group, LLC 21
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 21
Putnam Investments Llc 21
GIMFX - GMO TRUST - GMO Implementation Fund 21
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 21
RidgeWorth Capital Management LLC 21
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 21
Hancock Whitney Corp 21
Stevens Capital Management Lp 21
Asset Management One Co., Ltd. 21
Gabelli Utility Trust 21
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 21
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 21
Assetmark, Inc 21
Sowell Financial Services LLC 21
Oxford Asset Management Llp 21
Jefferies Financial Group Inc. 21
Cornerstone Planning Group LLC 21
Pictet Asset Management Ltd 21
Managed Account Advisors Llc 21
Gotham Asset Management, LLC 21
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 21
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 21
Centiva Capital, LP 21
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 21
MetLife Investment Management, LLC 21
Public Sector Pension Investment Board 21
Marshall Wace North America L.P. 21
Dynamic Technology Lab Pte Ltd 21
Allspring Global Investments Holdings, LLC 21
Oppenheimer Funds Inc 21
Nordea Investment Management Ab 21
United Services Automobile Association 21
Analytic Investors, LLC 21
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 21
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 21
Magellan Asset Management Ltd 21
Mackenzie Financial Corp 21
Farther Finance Advisors, LLC 21
Virtus Global Dividend & Income Fund Inc. 21
Federation des caisses Desjardins du Quebec 21
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 21
Covestor Ltd 21
Penserra Capital Management LLC 21
Nomura Asset Management Co Ltd 21
Versant Capital Management, Inc 21
First Quadrant L P/ca 21
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 21
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 21
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 21
Reaves W H & Co Inc 21
Susquehanna Fundamental Investments, Llc 21
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 21
Ontario Teachers Pension Plan Board 21
Hartford Mutual Funds Inc/ct 20
Cnh Partners Llc 20
Seven Eight Capital, Lp 20
Grantham, Mayo, Van Otterloo & Co. LLC 20
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 20
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 20
Acrospire Investment Management LLC 20
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 20
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 20
VCCBX - VALIC Co II - Core Bond Fund 20
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 20
Ajo, Lp 20
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 20
Aquatic Capital Management LLC 20
Sunbelt Securities, Inc. 20
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 20
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 20
BCITX - American Century California Tax Free & Municipal Funds - California Intermediate-term Tax-free Bond Fund Investor Class 20
Keybank National Association/oh 20
Point72 Hong Kong Ltd 20
CIBC Asset Management Inc 20
Vanguard World Fund 20
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 20
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 20
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 20
Jennison Associates Llc 20
Synovus Financial Corp 20
Natixis Advisors, L.p. 20
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 20
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 20
Td Asset Management Inc 20
Karp Capital Management Corp 20
Bartlett & Co. Wealth Management Llc 20
Securian Asset Management, Inc 20
Retirement Systems of Alabama 20
Wealth Enhancement Advisory Services, Llc 20
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 20
Absolute Return Capital, LLC 20
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 20
O'shaughnessy Asset Management, Llc 20
Spot Trading L.L.C 20
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 20
PACIFIC SELECT FUND - Core Income Portfolio Class I 20
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 20
Cibc World Markets Corp 20
Alps Advisors Inc 20
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 20
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 20
Jump Financial, LLC 20
Kentucky Retirement Systems 20
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 20
CIBC Private Wealth Group, LLC 20
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 20
Alpine Global Management, LLC 20
FDx Advisors, Inc. 20
Capital Fund Management S.a. 20
Axa S.a. 20
AMP Capital Investors Ltd 20
Commerzbank Aktiengesellschaft /fi 20
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 20
Blair William & Co/il 20
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 20
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 20
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 20
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 20
Financial Architects, Inc 20
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 20
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 20
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A 20
National Planning Corp 20
EverSource Wealth Advisors, LLC 20
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 20
Old Mission Capital Llc 20
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 20
Mitsubishi UFJ Trust & Banking Corp 20
Americafirst Capital Management, Llc 20
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 20
Robeco Institutional Asset Management B.V. 20
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 20
Clearbridge Investments, LLC 20
Cetera Advisors LLC 20
Schonfeld Strategic Advisors LLC 20
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 20
Rothschild Asset Management Inc 20
Mercer Global Advisors Inc /adv 20
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 20
Quantitative Investment Management, LLC 20
College Retirement Equities Fund 20
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 20
First Hawaiian Bank 20
SAC Capital Advisors LP 20
Liberty Mutual Group Asset Management Inc. 20
Regentatlantic Capital Llc 20
James Investment Research Inc 20
GAM Holding AG 20
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 20
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 20
Benjamin F. Edwards & Company, Inc. 20
Skopos Labs, Inc. 20
Carroll Financial Associates, Inc. 20
Voloridge Investment Management, Llc 20
FineMark National Bank & Trust 20
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 20
Mariner, LLC 20
Harbour Investments, Inc. 20
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 20
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 20
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 20
Sei Trust Co 20
North Star Investment Management Corp. 20
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 20
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 20
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 20
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 20
Hudson Bay Capital Management LP 20
Hillsdale Investment Management Inc. 20
PEAK6 Investments LLC 20
Brandywine Global Investment Management, LLC 20
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 20
Natixis 20
Hbk Investments L P 20
State Of Michigan Retirement System 20
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 19
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 19
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 19
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 19
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 19
Skandinaviska Enskilda Banken AB (publ) 19
Pictet Asset Management Holding SA 19
Mfs Multimarket Income Trust 19
BNP Paribas Asset Management Holding S.A. 19
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 19
Airain ltd 19
Commonwealth Bank Of Australia 19
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 19
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 19
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 19
Caitong International Asset Management Co., Ltd 19
Washington Trust Bank 19
Mackay Shields Llc 19
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 19
Nuveen Floating Rate Income Fund 19
Yousif Capital Management, Llc 19
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 19
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 19
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 19
Wealthfront Inc 19
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 19
Y-Intercept (Hong Kong) Ltd 19
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 19
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 19
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 19
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 19
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 19
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 19
Healthcare Of Ontario Pension Plan Trust Fund 19
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 19
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 19
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 19
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 19
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 19
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 19
Assenagon Asset Management S.A. 19
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 19
International Assets Investment Management, Llc 19
Patriot Financial Group Insurance Agency, LLC 19
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 19
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 19
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 19
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 19
Massachusetts Financial Services Co /ma/ 19
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 19
Wells Fargo Utilities & High Income Fund 19
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 19
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 19
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 19
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 19
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 19
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 19
Assured Investment Management LLC 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 19
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 19
Aigen Investment Management, Lp 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 19
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 19
Hantz Financial Services, Inc. 19
Proficio Capital Partners LLC 19
Quantamental Technologies LLC 19
IWV - iSHARES TRUST - iShares Russell 3000 ETF 19
Summit Trail Advisors, Llc 19
Reilly Financial Advisors, Llc 19
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 19
Emerald Acquisition Ltd. 19
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 19
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 19
Lindbrook Capital, Llc 19
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 19
Zacks Investment Management 19
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 19
VCCCX - VALIC Co I - Capital Conservation Fund 19
Janus Capital Management Llc 19
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 19
Nuveen Short Duration Credit Opportunities Fund 19
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 19
Hartford Investment Management Co 19
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 19
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 19
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 19
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 19
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 19
Optimum Investment Advisors 19
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 19
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 19
Cornerstone Advisors, Inc. 19
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 19
Pictet Asset Management Sa 19
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 19
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 19
Cadence Capital Management Llc 19
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 19
Cresset Asset Management, LLC 19
Baird Robert W & Co Inc /wi/ 19
ORG Partners LLC 19
Icon Advisers Inc/co 19
Menta Capital Llc 19
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 19
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 19
Dupont Capital Management Corp 19
Pathstone Family Office, Llc 19
Graham Capital Management, L.P. 19
MML Series Investment Fund II - MML Blend Fund Initial Class 19
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 19
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 19
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 19
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 19
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 19
Wealthspire Advisors, L.P. 19
HAP Trading, LLC 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 19
Prudential Plc 19
Parkside Financial Bank & Trust 19
Global X Management CO LLC 19
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 19
Mfs Charter Income Trust 19
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 19
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 19
Princeton Alpha Management LP 19
Amundi Pioneer Asset Management Inc 19
New York Life Investment Management Llc 19
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 19
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 19
Piedmont Investment Advisors Llc 19
Tokio Marine Asset Management Co Ltd 19
Berman Capital Advisors, LLC 19
Riverhead Capital Management Llc 19
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 19
DRW Securities, LLC 19
Weiss Multi-Strategy Advisers LLC 19
John Hancock Income Securities Trust 19
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 19
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 19
GV Financial Advisors 19
Hennessy Advisors Inc 19
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 19
Brookstone Capital Management 19
Nuveen Floating Rate Income Opportunity Fund 19
Quantitative Systematic Strategies LLC 19
Umb Bank N A/mo 19
Voya Global Equity Dividend & Premium Opportunity Fund 19
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 19
6 Meridian 19
Johnson Financial Group, Inc. 19
Lenox Wealth Advisors, LLC 19
Northwestern Mutual Investment Management Company, Llc 19
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 19
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 19
Regions Financial Corp 19
APG Asset Management N.V. 19
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 18
Baird Financial Group, Inc. 18
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 18
Wipfli Financial Advisors Llc, 18
Zimmer Partners, LP 18
Fort Washington Investment Advisors Inc /oh/ 18
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 18
JNBA Financial Advisors 18
Coldstream Capital Management Inc 18
Holocene Advisors, LP 18
Index Management Solutions, LLC 18
SRS Capital Advisors, Inc. 18
Oakbrook Investments Llc 18
McIlrath & Eck, LLC 18
Caxton Associates Lp 18
Chicago Equity Partners Llc 18
JustInvest LLC 18
GCLN - Goldman Sachs ETF Trust - Goldman Sachs Bloomberg Clean Energy Equity ETF 18
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 18
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 18
New Mexico Educational Retirement Board 18
Corebridge Financial, Inc. 18
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 18
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 18
DAACX - Adviser Managed Trust - Diversified Equity Fund 18
True Wealth Design, LLC 18
Candriam Luxembourg S.C.A. 18
Boston Private Bank & Trust Co 18
Heritage Wealth Advisors 18
Aviva Plc 18
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF 18
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 18
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 18
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 18
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 18
Visium Asset Management, LP 18
State of New Jersey Common Pension Fund A 18
WFG Advisors, LP 18
Pine River Capital Management L.P. 18
AE Wealth Management LLC 18
Brookfield Real Assets Income Fund Inc. 18
Moody National Bank Trust Division 18
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 18
CI Private Wealth, LLC 18
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 18
Crow Point Partners, LLC 18
Thompson Siegel & Walmsley Llc 18
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 18
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 18
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 18
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 18
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 18
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 18
Bailard, Inc. 18
Transamerica Financial Advisors, Inc. 18
Optiver Holding B.V. 18
Nuveen Senior Income Fund 18
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 18
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 18
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 18
Guggenheim Active Allocation Fund 18
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 18
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 18
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 18
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 18
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 18
Daiwa Securities Group Inc. 18
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 18
Quarry LP 18
NumerixS Investment Technologies Inc 18
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 18
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 18
Westpac Banking Corp 18
Great Lakes Advisors, Llc 18
IBM Retirement Fund 18
Landscape Capital Management, L.l.c. 18
Rothschild Investment Llc 18
INFR - Legg Mason ETF Investment Trust - Legg Mason Global Infrastructure ETF 18
Cerity Partners LLC 18
Sound Income Strategies, LLC 18
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 18
People's United Financial, Inc. 18
Amundi 18
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 18
Capital Performance Advisors Llp 18
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 18
Vestcor Inc 18
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 18
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 18
Manager Directed Portfolios - Pemberwick Fund Shares 18
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 18
Fortitude Family Office, LLC 18
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 18
Cantab Capital Partners LLP 18
Boston Private Wealth Llc 18
Quest Partners LLC 18
Teza Capital Management LLC 18
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 18
NewSquare Capital LLC 18
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 18
We Are One Seven, LLC 18
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 18
AdvisorNet Financial, Inc 18
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 18
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 18
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 18
Virtus Investment Advisers, Inc. 18
Fox Run Management, L.l.c. 18
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 18
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 18
Ronald Blue Trust, Inc. 18
Versus Capital Infrastructure Income Fund 18
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 18
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 18
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 18
Itau Unibanco Holding S.A. 18
ClariVest Asset Management LLC 18
Amalgamated Financial Corp. 18
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 18
Twin Tree Management, LP 18
Ing Groep Nv 18
Sumitomo Mitsui Trust Holdings, Inc. 18
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 18
Nuveen, LLC 18
Capital Advisors, Ltd. LLC 18
Freestone Capital Holdings, LLC 18
PENN SERIES FUNDS INC - Flexibly Managed Fund 18
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 18
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 18
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 18
First Republic Investment Management, Inc. 18
Money Concepts Capital Corp 18
Blueshift Asset Management, LLC 18
Deere & Co 18
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 18
Smithfield Trust Co 18
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 18
Ellington Management Group Llc 18
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 18
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund 18
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares 18
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 18
Timber Hill LLC 18
Wealthcare Advisory Partners LLC 18
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 18
Ellevest, Inc. 18
Alpha Windward Llc 18
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 18
Geneos Wealth Management Inc. 18
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 18
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 18
Utah Retirement Systems 18
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 18
BAB - Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF 18
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 18
Exchange Traded Concepts, Llc 18
USA Financial Portformulas Corp 18
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 18
San Francisco Sentry Investment Group (ca) 18
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 18
Seacrest Wealth Management, Llc 18
Intech Investment Management Llc 18
Brinker Capital Investments, LLC 18
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 18
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 18
Dubuque Bank & Trust Co 18
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 18
Campbell & CO Investment Adviser LLC 18
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 18
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 18
Police & Firemen's Retirement System of New Jersey 18
Wealthspire Advisors, LLC 18
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 18
Bell Investment Advisors, Inc 18
City National Bank 18
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 18
DnB Asset Management AS 18
Six Circles Trust - Six Circles Tax Aware Bond Fund 18
Oppenheimer Etf Trust 18
Whittier Trust Co Of Nevada Inc 17
Belpointe Asset Management LLC 17
Resources Investment Advisors, LLC. 17
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 17
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 17
Barings Llc 17
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 17
Twin Peaks Wealth Advisors, LLC 17
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 17
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 17
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 17
Commerce Bank 17
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 17
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 17
Gateway Investment Advisers Llc 17
FORA Capital, LLC 17
Omnia Family Wealth, LLC 17
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 17
Sumitomo Mitsui DS Asset Management Company, Ltd 17
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 17
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 17
Evercore Wealth Management, LLC 17
Warren Averett Asset Management, LLC 17
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 17
Miller Howard Investments Inc /ny 17
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 17
Mason Street Advisors, Llc 17
Riggs Asset Managment Co. Inc. 17
Advisor Partners Llc 17
Segall Bryant & Hamill, Llc 17
BRYN MAWR TRUST Co 17
CoreCap Advisors, LLC 17
Zions Bancorporation 17
Vigilant Capital Management, LLC 17
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 17
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 17
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 17
Atria Wealth Solutions, Inc. 17
Placemark Investments, Inc. 17
Longfellow Investment Management Co Llc 17
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 17
Harel Insurance Investments & Financial Services Ltd. 17
Quantinno Capital Management LP 17
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 17
Td Private Client Wealth Llc 17
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 17
BlackRock ETF Trust II - BlackRock Flexible Income ETF 17
Rialto Wealth Management, LLC 17
Bridgeway Capital Management Inc 17
Salomon & Ludwin, LLC 17
Guardian Wealth Advisors, LLC 17
Wedge Capital Management L L P/nc 17
Claymore Exchange-traded Fund Trust 17
EBI - RBB Fund Trust - Longview Advantage ETF 17
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 17
Toroso Investments, LLC 17
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 17
Smartleaf Asset Management LLC 17
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 17
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 17
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 17
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 17
Flagship Harbor Advisors, Llc 17
Opus Investment Management Inc 17
Meridian Wealth Partners, LLC 17
Twinbeech Capital Lp 17
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 17
Valeo Financial Advisors, LLC 17
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 17
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 17
Snowden Capital Advisors LLC 17
Cetera Investment Advisers 17
Bridgewater Associates, LP 17
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 17
Ab Pooling Portfolios 17
Clinton Group Inc 17
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 17
Everence Capital Management Inc 17
Horizon Investment Services, LLC 17
BNP Paribas Investment Partners S.A. 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 17
Meiji Yasuda Asset Management Co Ltd. 17
Steward Financial Group LLC 17
Elkfork Partners LLC 17
FLDBX - Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 17
First Command Advisory Services, Inc. 17
Mizuho Trust & Banking Co., Ltd. 17
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 17
Jupiter Asset Management Ltd 17
Equitec Proprietary Markets, Llc 17
Bank Of Nova Scotia 17
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C 17
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 17
Csenge Advisory Group 17
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 17
Sachetta, LLC 17
IFM Investors Pty Ltd 17
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 17
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class 17
Prospera Financial Services Inc 17
Parkwood LLC 17
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 17
Numeric Investors Llc 17
First Command Bank 17
Redpoint Investment Management Pty Ltd 17
Hudock, Inc. 17
UMA Financial Services, Inc. 17
Ci Investments Inc. 17
Gulf International Bank (UK) Ltd 17
Ensign Peak Advisors, Inc 17
Summit Global Investments 17
AGF Investments LLC 17
Shelton Capital Management 17
Cigna Investments Inc /new 17
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 17
Veriti Management LLC 17
Prestige Wealth Management Group LLC 17
Signet Financial Management, Llc 17
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 17
ARGI Investment Services, LLC 17
Harbor Investment Advisory, Llc 17
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 17
Duff & Phelps Investment Management Co 17
FIL Ltd 17
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 17
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 17
Eqis Capital Management, Inc. 17
Sutton Wealth Advisors Inc. 17
Ledyard National Bank 17
Dark Forest Capital Management Lp 17
Principal Securities, Inc. 17
URTH - iShares, Inc. - iShares MSCI World ETF 17
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 17
Cornercap Investment Counsel Inc 17
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 17
Sargent Bickham Lagudis LLC 17
Hartland & Co., LLC 17
AHL Partners LLP 17
Picton Mahoney Asset Management 17
Forsta Ap-fonden 17
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 17
Archford Capital Strategies, LLC 17
Pinnacle Wealth Planning Services, Inc. 17
Shinko Asset Management Co., Ltd. 17
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 17
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a) 17
Tdam Usa Inc. 17
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 17
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 17
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 17
NN Investment Partners Holdings N.V. 17
Convergence Investment Partners, LLC 17
Brevan Howard Capital Management LP 17
Delta Asset Management Llc/tn 17
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 17
Tompkins Financial Corp 17
Root Financial Partners, LLC 17
Venturi Wealth Management, LLC 17
Covalis Capital Llp 17
Shapiro Robert N 17
Carlson Capital L P 17
NatWest Group plc 17
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 17
Element Capital Management Llc 17
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 17
Citizens Financial Group Inc/ri 17
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 17
Weiss Asset Management LP 17
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 17
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 17
Versor Investments LP 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 17
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 17
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 17
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 17
Essential Partners LLC 17
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 17
Bayesian Capital Management, LP 17
Larson Financial Group LLC 17
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF 17
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 17
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 17
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 17
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 17
Checchi Capital Advisers, LLC 17
Atlantic Union Bankshares Corp 17
Jfs Wealth Advisors, Llc 17
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 17
Moors & Cabot, Inc. 17
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 17
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 17
DC Investments Management, LLC 17
Usca Ria Llc 17
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 17
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 17
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 17
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 17
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 17
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 17
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 17
Tcw Group Inc 17
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 17
Rehmann Capital Advisory Group 17
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 17
Gabelli Dividend & Income Trust 17
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 17
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 17
FinTrust Capital Advisors, LLC 17
Hexagon Capital Partners LLC 17
Ubs Oconnor Llc 17
Occudo Quantitative Strategies Lp 17
Voya Global Advantage & Premium Opportunity Fund 17
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class 17
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 17
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 16
New England Securities Corp /MA/ 16
CX Institutional 16
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 16
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 16
Shelter Harbor Advisors, Lp 16
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 16
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional 16
Ameritas Investment Corp 16
Horizon Investments, LLC 16
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 16
Parametrica Management Ltd 16
Winslow, Evans & Crocker, Inc. 16
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 16
Stanley-Laman Group, Ltd. 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 16
Natixis Investment Managers International 16
Vise Technologies, Inc. 16
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class 16
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 16
Santa Fe Partners LLC 16
Edgestream Partners, L.P. 16
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF 16
GW&K Investment Management, LLC 16
Amica Mutual Insurance Co 16
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 16
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A 16
Old Mutual Global Investors (UK) Ltd. 16
Rafferty Asset Management, LLC 16
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 16
Hemington Wealth Management 16
Regal Investment Advisors LLC 16
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 16
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 16
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 16
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 16
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 16
Colony Group, LLC 16
Universal- Beteiligungs- und Servicegesellschaft mbH 16
State of Wyoming 16
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 16
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 16
Valley National Advisers Inc 16
Systematic Financial Management Lp 16
Centaurus Financial, Inc. 16
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 16
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 16
Xponance, Inc. 16
Spire Wealth Management 16
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 16
First Financial Corp /in/ 16
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 16
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 16
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 16
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 16
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class 16
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 16
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class 16
Duncker Streett & Co Inc 16
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 16
John Hancock Hedged Equity & Income Fund 16
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 16
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 16
LNZ Capital LP 16
EntryPoint Capital, LLC 16
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 16
Bridgefront Capital, LLC 16
CIBC World Markets Inc. 16
Andra AP-fonden 16
Aventail Capital Group, LP 16
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 16
Axq Capital, Lp 16
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 16
CSat Investment Advisory, L.P. 16
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 16
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 16
Creative Financial Designs Inc /adv 16
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 16
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 16
Rydex Etf Trust 16
Crestline Management, LP 16
Ieq Capital, Llc 16
CVA Family Office, LLC 16
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 16
Voya Infrastructure, Industrials & Materials Fund 16
Cca Investments Trust 16
Dynamic Capital Management Ltd 16
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 16
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 16
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 16
First Command Financial Services, Inc. 16
Blackrock Core Bond Trust 16
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 16
Sciencast Management LP 16
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 16
Weld Capital Management Llc 16
Entropy Technologies, LP 16
Old National Bancorp /in/ 16
Golden State Equity Partners 16
Disciplined Investments, LLC 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 16
General Motors Investment Management Corp 16
Moore Capital Management, Lp 16
Ethic Inc. 16
Livforsakringsbolaget Skandia, Omsesidigt 16
Mv Capital Management, Inc. 16
Munder Series Trust 16
SJS Investment Consulting Inc. 16
United Capital Financial Advisers, Llc 16
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 16
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 16
Cipher Capital LP 16
Conning Inc. 16
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 16
Maryland State Retirement & Pension System 16
Cohen & Steers, Inc. 16
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 16
Voleon Capital Management Lp 16
Greenland Capital Management LP 16
Rare Infrastructure Ltd 16
Winton Diversified Opportunities Fund 16
Pathstone Holdings, LLC 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 16
Boston Advisors Llc 16
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 16
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 16
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 16
Comerica Securities,inc. 16
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 16
EACAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance California Municipal Opportunities Fund Class A 16
Electron Capital Partners, LLC 16
Point72 Asia (Singapore) Pte. Ltd. 16
Financial Gravity Companies, Inc. 16
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 16
Schubert & Co 16
Cullen/frost Bankers, Inc. 16
Vanguard Fiduciary Trust Co 16
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 16
Northwest Investment Counselors, Llc 16
Bogart Wealth, LLC 16
Integrated Wealth Concepts LLC 16
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 16
Independent Advisor Alliance 16
Nuveen Credit Strategies Income Fund 16
Northern Trust Co Of Connecticut 16
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 16
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 16
Nine Chapters Capital Management LLC 16
HITE Hedge Asset Management LLC 16
Kestra Advisory Services, LLC 16
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 16
Vanguard Global Advisers, LLC 16
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 16
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 16
Calvert Investment Management, Inc. 16
Envestnet Portfolio Solutions, Inc. 16
Veritable, L.P. 16
JXI - iSHARES TRUST - iShares Global Utilities ETF 16
Point72 Middle East FZE 16
Gideon Capital Advisors, Inc. 16
Headlands Technologies LLC 16
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 16
Qs Batterymarch Financial Management, Inc 16
Cordant, Inc. 16
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 16
TAFTX - AMERICAN FUNDS TAX EXEMPT SERIES II / CA - Tax-Exempt Fund of California Class A 16
Swiss Life Asset Management Ltd 16
RHJ International SA 16
Hughes Financial Services, LLC 16
Blackstart Capital LP 16
Motco 16
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 16
Agf Investments Inc. 16
Sawtooth Solutions, LLC 16
Soros Fund Management Llc 16
Winton Capital Management Ltd 16
Glen Harbor Capital Management LLC 16
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 16
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 16
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 16
Capula Management Ltd 16
FNY Investment Advisers, LLC 16
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 16
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 16
Norinchukin Bank, The 16
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity 16
Leavell Investment Management, Inc. 16
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 16
Vantage Consulting Group Inc 16
Mount Yale Investment Advisors, LLC 16
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 16
BRASX - Blackrock Allocation Target Shares - Bats Series S 16
Sanctuary Wealth Advisors, LLC 16
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 16
Avantax Planning Partners, Inc. 16
Payden & Rygel 16
Tortoise Investment Management, LLC 15
Empowered Funds, LLC 15
Mirabella Financial Services Llp 15
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 15
Compagnie Lombard Odier SCmA 15
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 15
Arkadios Wealth Advisors 15
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 15
Old Republic International Corp 15
Daiwa Capital Markets America Inc. 15
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 15
Royal Fund Management, LLC 15
Orion Portfolio Solutions, LLC 15
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 15
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 15
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 15
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 15
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 15
IHT Wealth Management, LLC 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 15
Zeke Capital Advisors, Llc 15
Quent Capital, LLC 15
Kempen Capital Management N.v. 15
Ballentine Partners, LLC 15
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A 15
Psagot Value Holdings Ltd. / (Israel) 15
Profunds - Profund Vp Utilities 15
Coann Capital LLC 15
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 15
Hl Financial Services Llc 15
WASHINGTON TRUST Co 15
Mizuho Asset Management Co.,Ltd. 15
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 15
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 15
Financial Management Professionals, Inc. 15
Advantage Investment Management, Llc 15
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 15
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 15
C M Bidwell & Associates Ltd 15
Ashton Thomas Private Wealth, LLC 15
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 15
Keating Financial Advisory Services, Inc. 15
Janney Capital Management LLC 15
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 15
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 15
IDU - iSHARES TRUST - iShares U.S. Utilities ETF 15
Jacobi Capital Management LLC 15
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 15
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 15
Hightower 6M Holding, LLC 15
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 15
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 15
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 15
Sentry Investment Management Llc 15
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 15
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 15
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 15
Profunds - Profund Vp Oil & Gas 15
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 15
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 15
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 15
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 15
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 15
Bryn Mawr Capital Management Inc 15
Pinnacle Bancorp, Inc. 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 15
Susquehanna Portfolio Strategies, LLC 15
First Horizon Corp 15
Knight Capital Group, Inc. 15
Banque Pictet & Cie Sa 15
Societe Generale 15
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 15
Agf Management Ltd 15
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 15
Eurizon Capital SGR S.p.A. 15
Kentucky Retirement Systems Insurance Trust Fund 15
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 15
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 15
Sanctuary Advisors, LLC 15
Weiss Strategic Interval Fund 15
UPW - PROSHARES TRUST - ProShares Ultra Utilities 15
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 15
Hm Payson & Co 15
Earnest Partners Llc 15
Westside Investment Management, Inc. 15
CHURCHILL MANAGEMENT Corp 15
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 15
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 15
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 15
Delta Lloyd Nv 15
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 15
Wedbush Securities Inc 15
HYLD - Exchange Listed Funds Trust - High Yield ETF 15
SWCAX - SCHWAB INVESTMENTS - Schwab California Tax-Free Bond Fund 15
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 15
Mizuho Securities Usa Llc 15
Mariner Wealth Advisors-NYC, LLC 15
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 15
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 15
Lido Advisors, LLC 15
American Investment Services, Inc. 15
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 15
MML Series Investment Fund II - MML Equity Fund Initial Class 15
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 15
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 15
Glg Llc 15
JPL Wealth Management, LLC 15
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 15
First Interstate Bank 15
Savant Capital, LLC 15
Johnson Investment Counsel Inc 15
MUFG Securities EMEA plc 15
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 15
Korea Investment CORP 15
John Hancock Preferred Income Fund 15
Private Wealth Management Group, LLC 15
Donoghue Forlines LLC 15
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 15
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 15
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class 15
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 15
Tiverton Asset Management Llc 15
Cornerstone Financial Management LLC 15
Thurston, Springer, Miller, Herd & Titak, Inc. 15
Castleton Investment Management LLC 15
Sierra Ocean, Llc 15
Guardian Life Insurance Co Of America 15
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 15
Bare Financial Services, Inc 15
Eastern Bank 15
Tocqueville Asset Management L.p. 15
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 15
E. Ohman J:or Asset Management AB 15
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 15
Chevy Chase Trust Holdings, Inc. 15
Sageworth Trust Co 15
Spirit Of America Management Corp/ny 15
First American Bank 15
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 15
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 15
Anchor Investment Management, LLC 15
Altshuler Shaham Ltd 15
Tfs Capital Investment Trust 15
Contravisory Investment Management, Inc. 15
John Hancock Tax-advantaged Dividend Income Fund 15
ISAM Funds (UK) Ltd 15
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 15
Edge Wealth Management LLC 15
Inceptionr Llc 15
Eagle Bay Advisors LLC 15
FKTFX - Franklin California Tax Free Income Fund - Franklin California Tax-free Income Fund - Class A1 15
First Personal Financial Services 15
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 15
Sherbrooke Park Advisers Llc 15
Highlander Capital Management, LLC 15
Brookfield Asset Management Inc. 15
Baker Avenue Asset Management, LP 15
Insight Select Income Fund 15
BTG Pactual Global Asset Management Ltd 15
Meeder Advisory Services, Inc. 15
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 15
Salem Investment Counselors Inc 15
Dai-ichi Life Holdings, Inc. 15
Financial Counselors Inc 15
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 15
VANGUARD ASSET MANAGEMENT, Ltd 15
Bbva Usa 15
Aster Capital Management (DIFC) Ltd 15
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 15
Vanguard Investments Australia, Ltd. 15
Focused Wealth Management, Inc 15
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 15
Levin Capital Strategies, L.p. 15
Bayforest Capital Ltd 15
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 15
Vident Advisory, LLC 15
NOCBX - Northern Funds - Northern Core Bond Fund 15
Crewe Advisors LLC 15
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 15
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 15
Catalyst Funds Management Pty Ltd 15
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 15
Partnervest Advisory Services LLC 15
Ropes Wealth Advisors Llc 15
Amica Retiree Medical Trust 15
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 15
Amica Pension Fund Board Of Trustees 15
Longboard Asset Management, LP 15
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 15
Integrated Wealth Management 15
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 15
John Hancock Preferred Income Fund Ii 15
Evoke Wealth, Llc 15
Duff & Phelps Global Utility Income Fund Inc. 15
Brown Advisory Inc 15
Nebula Research & Development LLC 15
CIBC Bancorp USA Inc. 15
GeoWealth Management, LLC 15
Golden State Wealth Management, LLC 15
Aberdeen Asset Management Plc/uk 15
Resona Asset Management Co.,Ltd. 15
IMC-Chicago, LLC 15
Lombard Odier Asset Management (Switzerland) SA 15
Duff & Phelps Utility & Corporate Bond Trust Inc 15
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 15
Liberty Wealth Management Llc 15
Point72 (DIFC) Ltd 15
Wealthfront Advisers Llc 15
Yaupon Capital Management LP 15
Standard Life Aberdeen plc 15
Alera Investment Advisors, LLC 15
Bay Harbor Wealth Management, LLC 15
Zions Bancorporation, N.A. 15
Duality Advisers, Lp 15
Pearl River Capital, LLC 15
Accurate Wealth Management, LLC 15
Strategic Wealth Partners, Ltd. 15
Vantage Investment Advisors, LLC 15
Beacon Pointe Advisors, LLC 15
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 15
Avestar Capital, LLC 15
Fjarde Ap-fonden /fourth Swedish National Pension Fund 15
Parkworth Wealth Management, Inc. 15
Virtus ETF Advisers LLC 15
Asset Dedication, LLC 15
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 15
Advisory Research Inc 15
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class 15
MQS Management LLC 15
Oppenheimer Asset Management Inc. 15
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 15
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 15
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 15
BI Asset Management Fondsmaeglerselskab A/S 15
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 15
LGT Financial Advisors LLC 14
Private Ocean, LLC 14
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 14
Invictus RG Pte. Ltd. 14
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 14
Parametric Market Neutral Portfolio 14
Baystate Wealth Management LLC 14
Exxonmobil Investment Management Inc /tx 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 14
Cerebellum GP, LLC 14
Avion Wealth 14
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 14
Diversified Trust Co 14
Lloyds Banking Group plc 14
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 14
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 14
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A 14
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 14
First PREMIER Bank 14
Fisher Asset Management, LLC 14
Bb&t Investment Services, Inc. 14
GHP Investment Advisors, Inc. 14
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 14
John Hancock Premium Dividend Fund 14
HighPoint Advisor Group LLC 14
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 14
Navellier & Associates Inc 14
Meadow Creek Investment Management LLC 14
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 14
VGLSX - VALIC Co I - Global Strategy Fund 14
City Holding Co 14
Colony Group Llc 14
I.g. Investment Management, Ltd. 14
Newbridge Financial Services Group, Inc. 14
Weaver Consulting Group 14
DiNuzzo Private Wealth, Inc. 14
American National Bank 14
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 14
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 14
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 14
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 14
John Hancock Preferred Income Fund Iii 14
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 14
Ogorek Anthony Joseph /ny/ /adv 14
Kilter Group LLC 14
Polymer Capital Management (US) LLC 14
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional 14
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 14
Woodline Partners LP 14
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 14
Concord Wealth Partners 14
Stephens Consulting, LLC 14
Pendal Group Ltd 14
Nissay Asset Management Corp /japan/ /adv 14
Kingsview Wealth Management, LLC 14
Global Financial Private Client, LLC 14
Emerald Investment Partners, Llc 14
Camarda Financial Advisors, LLC 14
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 14
nVerses Capital, LLC 14
Red Tortoise LLC 14
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 14
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 14
Treasurer of the State of North Carolina 14
Mather Group, Llc. 14
Anchor Capital Advisors Llc 14
Boston Partners 14
Colonial Trust Co / SC 14
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 14
Grove Bank & Trust 14
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 14
Calamos Advisors LLC 14
Wilbanks Smith & Thomas Asset Management Llc 14
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 14
Rise Advisors, LLC 14
Qtron Investments LLC 14
Legg Mason Asset Management (Japan) Co., Ltd. 14
Raymond James Trust N.a. 14
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 14
Greenleaf Trust 14
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 14
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 14
GLG Partners LP 14
Pensionmark Financial Group, Llc 14
BerganKDV Wealth Management, LLC 14
PWZ - Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF 14
Cloud Capital Management, LLC 14
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 14
South Dakota Investment Council 14
Fieldpoint Private Securities, LLC 14
Zurich Insurance Group Ltd/FI 14
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 14
Achmea Investment Management B.V. 14
Breton Hill Capital Ltd. 14
TD Capital Management LLC 14
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class 14
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 14
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 14
O'Shares Investment Advisers, LLC 14
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 14
Rsm Us Wealth Management Llc 14
Ameritas Advisory Services, LLC 14
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 14
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 14
Jain Global LLC 14
M&r Capital Management Inc 14
Bb&t Securities, Llc 14
Financial Advocates Investment Management 14
Avantax Advisory Services, Inc. 14
Atwood & Palmer Inc 14
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 14
CWM Advisors, LLC 14
CenterStar Fund, LLC 14
SummitTX Capital, L.P. 14
Financial Consulate, Inc 14
Kennedy Capital Management, Inc. 14
Verus Capital Partners, Llc 14
Mark Sheptoff Financial Planning, Llc 14
Colonial Trust Advisors 14
New Age Alpha Advisors, LLC 14
HFM Investment Advisors, LLC 14
Kms Financial Services, Inc 14
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 14
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 14
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 14
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 14
AQGNX - AQR Funds - AQR Global Equity Fund Class N 14
Curio Wealth, Llc 14
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 14
Old Second National Bank Of Aurora 14
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 14
Sequoia Financial Advisors, LLC 14
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 14
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 14
HB Wealth Management, LLC 14
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 14
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 14
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 14
Ausdal Financial Partners, Inc. 14
First New York Securities Llc /ny 14
Capital Analysts, Inc. 14
Gts Securities Llc 14
Cable Hill Partners, LLC 14
Procyon Private Wealth Partners, LLC 14
Reaves Utility Income Fund 14
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 14
Wbi Investments, Inc. 14
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 14
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 14
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 14
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 14
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 14
Cedar Mountain Advisors, LLC 14
USS Investment Management Ltd 14
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 14
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 14
Caldwell Trust Co 14
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 14
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 14
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 14
Venture Visionary Partners LLC 14
Nachman Norwood & Parrott, Inc 14
Illinois Municipal Retirement Fund 14
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 14
National Bank Of Canada /fi/ 14
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 14
Edmond De Rothschild Holding S.a. 14
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 14
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 14
Mn Services Vermogensbeheer B.V. 14
MainStay CBRE Global Infrastructure Megatrends Fund 14
Banque Cantonale Vaudoise 14
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 14
Jaffetilchin Investment Partners, LLC 14
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 14
Carolinas Wealth Consulting Llc 14
Elite Wealth Management, Inc. 14
Accel Wealth Management 14
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 14
Wolff Wiese Magana Llc 14
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 14
Dunhill Financial, LLC 14
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 14
Tcwp Llc 14
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 14
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 14
Addison Advisors LLC 14
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 14
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 14
Wealthcare Capital Management Llc 14
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 14
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 14
Nuveen Preferred & Income Securities Fund 14
Glenmede Investment Management, LP 14
Strengthening Families & Communities, LLC 14
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 14
Transamerica Partners Funds Group 14
RWM Asset Management, LLC 14
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 14
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 14
Westwood Holdings Group Inc 14
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 14
Whitebox Advisors Llc 14
Cbre Clarion Securities Llc 14
Transamerica Partners Funds Group Ii 14
Belvedere Trading LLC 14
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 14
Westport Resources Management Inc 14
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 14
Cambridge Trust Co 14
Investors Research Corp 14
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 14
Annis Gardner Whiting Capital Advisors, LLC 14
Rossby Financial, LCC 14
Parsons Capital Management Inc/ri 14
Royal London Asset Management Ltd 14
QUANTRES ASSET MANAGEMENT Ltd 14
Chicago Partners Investment Group LLC 14
Stephens Inc /ar/ 14
Park Avenue Securities Llc 14
Mosaic Family Wealth, LLC 14
TD Waterhouse Canada Inc. 14
National Pension Service 14
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 14
SOUTH STATE Corp 14
Exencial Wealth Advisors, Llc 14
Euclid Advisors LLC 14
Legacy Financial Advisors, Inc. 14
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 14
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 14
Covington Capital Management 14
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 14
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 14
Wall Street Financial Group, Inc. 14
MCF Advisors LLC 14
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 14
Mml Investors Services, Llc 14
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 14
Calton & Associates, Inc. 14
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 14
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 14
SageView Advisory Group, LLC 14
EP Wealth Advisors, Inc. 14
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 14
Balentine LLC 14
Krilogy Financial LLC 14
Centenus Global Management, Lp 14
SpiderRock Trading LLC 14
First Allied Advisory Services, Inc. 14
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 14
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 14
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 14
Merit Financial Group, LLC 14
Raleigh Capital Management Inc. 13
American Capital Advisory, LLC 13
LRI Investments, LLC 13
Lighthouse Investment Partners, LLC 13
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 13
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 13
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 13
CCMG - EA Series Trust - CCM Global Equity ETF 13
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 13
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 13
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 13
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 13
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 13
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 13
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 13
J.w. Cole Advisors, Inc. 13
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 13
Activest Wealth Management 13
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 13
MUB - iSHARES TRUST - iShares National Muni Bond ETF 13
Tfs Capital Llc 13
Hennion & Walsh Asset Management, Inc. 13
Continuum Advisory, LLC 13
BRC Investment Management LLC 13
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 13
U.S. Capital Wealth Advisors, LLC 13
FourThought Financial, LLC 13
WealthTrust Axiom LLC 13
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 13
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 13
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 13
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 13
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 13
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 13
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 13
Steel Peak Wealth Management LLC 13
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 13
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 13
Key FInancial Inc 13
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 13
HDV - iSHARES TRUST - iShares Core High Dividend ETF 13
Amplius Wealth Advisors, LLC 13
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 13
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 13
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 13
Bp Plc 13
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund 13
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 13
Laird Norton Trust Company, Llc 13
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 13
Metis Global Partners, LLC 13
Total Clarity Wealth Management, Inc. 13
MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A 13
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 13
Operose Advisors LLC 13
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 13
F&C Asset Management plc 13
Eudaimonia Partners, LLC 13
Tradition Wealth Management, LLC 13
Epoch Investment Partners, Inc. 13
Interchange Capital Partners, LLC 13
Rosenberg Matthew Hamilton 13
MSCAX - MAINSTAY FUNDS TRUST - MainStay MacKay California Tax Free Opportunities Fund Class A 13
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 13
Meiji Yasuda Life Insurance Co 13
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 13
Vontobel Holding Ltd. 13
TD Securities (USA) LLC 13
AIEQ - ETF Managers Trust - AI Powered Equity ETF 13
Inspire Advisors, LLC 13
Owl Creek Wealth Partners LLC 13
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 13
PGGM Investments 13
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 13
City State Bank 13
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 13
Moneta Group Investment Advisors Llc 13
LifePlan Financial Group, Inc 13
Tsfg, Llc 13
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 13
Aaron Wealth Advisors LLC 13
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 13
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 13
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 13
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 13
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 13
Algert Global Llc 13
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 13
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 13
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 13
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 13
PCTIX - PIMCO FUNDS - PIMCO California Municipal Bond Fund Institutional Class 13
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 13
Qci Asset Management Inc/ny 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 13
Thompson Davis & Co., Inc. 13
MBGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Infrastructure Portfolio Class I 13
Community Bank, N.A. 13
Maple Securities Usa Inc 13
Danske Bank A/s 13
Burt Wealth Advisors 13
Paces Ferry Wealth Advisors, Llc 13
BILDX - DoubleLine Funds Trust - DoubleLine Infrastructure Income Fund Class I 13
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 13
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 13
Community Financial Services Group, LLC 13
Securian Funds Trust - SFT T. Rowe Price Value Fund 13
Securian Funds Trust - SFT Core Bond Fund Class 1 13
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 13
Wealth Watch Advisors, INC 13
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 13
MTIIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Infrastructure Portfolio CLASS I 13
Signature Equity Partners, LLC 13
WPG Advisers, LLC 13
Binnacle Investments Inc 13
Kanaly Trust Co 13
Zions Bancorporation, National Association /ut/ 13
Hilltop Holdings Inc. 13
Romano Brothers And Company 13
Longbow Capital Partners, L.P. 13
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 13
HighVista Strategies LLC 13
Advisor Partners Ii, Llc 13
Mycio Wealth Partners, Llc 13
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 13
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 13
Hussman Strategic Advisors, Inc. 13
Sun Life Financial Inc 13
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 13
First Midwest Bank Trust Division 13
Fidelis Capital Partners, LLC 13
Highstreet Asset Management Inc. 13
Perella Weinberg Partners Capital Management LP 13
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 13
Standard Life Investments LTD 13
Wexford Capital Lp 13
Redwood Wealth Management Group, LLC 13
Hexavest Inc. 13
Sigma Planning Corp 13
Decade Renewable Partners Lp 13
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 13
Webster Bank, N. A. 13
Country Trust Bank 13
Perkins Coie Trust Co 13
Energy Income Partners, LLC 13
Gierl Augustine Investment Management Inc 13
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 13
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 13
Park Place Capital Corp 13
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 13
Wunderlich Securities, Inc. 13
Denali Advisors Llc 13
Ameriflex Group, Inc. 13
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 13
West Tower Group, LLC 13
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1 13
Park National Corp /oh/ 13
Tortoise Capital Advisors, L.l.c. 13
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 13
Callan Family Office, LLC 13
Wetherby Asset Management Inc 13
SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF 13
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 13
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 13
Alethea Capital Management, Llc 13
Capital One, National Association 13
Farringdon Capital, Ltd. 13
Trust Co 13
Transce3nd, LLC 13
Oakworth Capital, Inc. 13
Tucker Asset Management Llc 13
Toews Corp /adv 13
WealthTrak Capital Management LLC 13
Machina Capital S.a.s. 13
Atom Investors LP 13
Richard Bernstein Advisors LLC 13
Seeyond 13
Neo Ivy Capital Management 13
Dean Investment Associates, Llc 13
Apollon Wealth Management, LLC 13
Townsquare Capital Llc 13
PartnerRe Asset Management CORP 13
Coastal Capital Group, Inc. 13
Cary Street Partner Investment Advisory Llc 13
Wiley Bros.-aintree Capital, Llc 13
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 13
Brinker Capital Inc 13
Vectors Research Management, LLC 13
1832 Asset Management L.P. 13
Foresters Investment Management Company, Inc. 13
Krane Funds Advisors LLC 13
Centersquare Investment Management Llc 13
Atlas Capital Advisors Llc 13
Harvest Group Wealth Management, Llc 13
Moisand Fitzgerald Tamayo, LLC 13
Wilmington Trust Co 13
Cape Investment Advisory, Inc. 13
Arlington Trust Co LLC 13
Caption Management, LLC 13
MANA Advisors LLC 13
Truewealth Llc 13
Alphasimplex Group, Llc 13
Syon Capital Llc 13
Kaizen Advisory, Llc 13
Qrg Capital Management, Inc. 13
Gryphon Financial Partners LLC 13
S&t Bank/pa 13
CenterStar Asset Management, LLC 13
R Squared Ltd 13
Claraphi Advisory Network, LLC 13
Girard Partners Ltd. 13
Underlying Funds Trust 13
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 13
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 13
Advisors Preferred, LLC 13
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 13
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 13
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 13
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 13
361 Capital Llc 13
Petrus Trust Company, LTA 13
Tlp Group Llc 13
Kemnay Advisory Services Inc. 13
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 13
Kovitz Investment Group Partners, LLC 13
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 13
Allstate Corp 13
Torren Management, LLC 13
Erste Asset Management GmbH 13
Stifel Nicolaus & Co Inc \mo\ 13
Rampart Investment Management Company, LLC 13
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 13
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 13
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 13
Wetzel Investment Advisors, Inc. 13
Cleararc Capital Inc 13
Handelsbanken Fonder AB 13
CWA Asset Management Group, LLC 13
Decade Capital Management Llc 13
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 13
Global X Funds 13
Guardian Investor Services Llc 13
Gary Goldberg Planning Services Inc 13
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio 13
Legg Mason Investment Counsel, LLC 13
Guggenheim Strategic Opportunities Fund 13
Baldwin Brothers Inc/ma 13
NuWave Investment Management, LLC 13
Man Investments Ltd 13
Kestra Investment Management, LLC 13
Delphi Private Advisors LLC 13
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 13
Scientech Research LLC 13
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 13
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 13
Northwest & Ethical Investments L.P. 13
BTG Pactual Asset Management US LLC 13
Ashton Thomas Securities, Llc 13
Xact Kapitalforvaltning AB 13
First Bank & Trust 13
Abound Wealth Management 13
Kayne Anderson Rudnick Investment Management Llc 13
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 13
WR Wealth Planners, LLC 13
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 13
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 13
Leonteq Securities AG 13
First Capital Advisors Group, LLC. 13
Capital Investment Advisory Services, LLC 13
JJJ Advisors Inc. 13
Cohen & Steers Global Income Builder, Inc 13
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 13
Maven Securities LTD 13
Empirical Finance, LLC 13
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 13
Tri-continental Corp 13
Cribstone Capital Management, LLC 13
Dai-Ichi Life Insurance Company, Ltd 13
Tyers Asset Management LLC 13
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 13
Peapack Gladstone Financial Corp 13
Daxor Corp 13
Nuveen Core Equity Alpha Fund 13
Albion Financial Group /ut 13
Atlantic Trust, LLC 13
Banco Bilbao Vizcaya Argentaria, S.a. 13
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 13
BDO Wealth Advisors, LLC 13
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 13
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 13
Capital Bank & Trust Co 13
Gen-Wealth Partners Inc 13
Edge Advisors, Llc 13
LVPIX - Profunds - Large-cap Value Profund Investor Class 12
Coastal Investment Advisors, Inc. 12
Benjamin Edwards Inc 12
Patton Fund Management, Inc. 12
Frontier Investment Mgmt Co 12
Fred Alger Management, Llc 12
Zrc Wealth Management, Llc 12
ULPIX - Profunds - Ultrabull Profund Investor Class 12
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 12
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 12
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 12
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 12
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 12
Delaware Management Holdings, Inc. 12
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 12
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 12
Capital Guardian Trust Co 12
Alaska Permanent Fund Corp 12
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 12
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 12
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 12
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 12
Canada Post Corp Registered Pension Plan 12
STXV - EA Series Trust - Strive 1000 Value ETF 12
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 12
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 12
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 12
BLPIX - Profunds - Bull Profund Investor Class 12
Herndon Capital Management Llc 12
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 12
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 12
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 12
Peak6 Llc 12
Macroview Investment Management Llc 12
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 12
Adirondack Trust Co 12
Park Avenue Institutional Advisers LLC 12
Vaughan David Investments Inc/il 12
Destination Wealth Management 12
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 12
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 12
Mufg Securities Americas Inc. 12
NOSIX - Northern Funds - Northern Stock Index Fund 12
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 12
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 12
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 12
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 12
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 12
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 12
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 12
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 12
Teilinger Capital Ltd. 12
Onefund, Llc 12
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 12
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 12
Willingdon Wealth Management 12
Alyeska Investment Group, L.P. 12
Tredje AP-fonden 12
CAPROCK Group, Inc. 12
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 12
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 12
ACG Wealth 12
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 12
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 12
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 12
Tfo-tdc, Llc 12
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 12
PACIFIC SELECT FUND - Equity Index Portfolio Class I 12
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 12
Tema Etfs Llc 12
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 12
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 12
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 12
Bruderman Asset Management, LLC 12
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 12
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 12
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 12
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 12
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 12
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 12
Pensionfund Sabic 12
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 12
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 12
Hollencrest Capital Management 12
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 12
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 12
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 12
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 12
Sierra Capital LLC 12
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 12
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 12
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 12
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 12
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 12
Clark Wealth Partners 12
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 12
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 12
Elyxium Wealth, LLC 12
Qsemble Capital Management, LP 12
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 12
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 12
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 12
Dogwood Wealth Management LLC 12
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 12
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 12
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 12
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 12
LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A 12
DAVENPORT & Co LLC 12
1015 Capital Partners, LLC 12
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 12
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 12
Bleakley Financial Group, LLC 12
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 12
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 12
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 12
SHP Wealth Management 12
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 12
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 12
Integral Derivatives, LLC 12
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 12
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 12
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 12
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 12
Highline Wealth Partners Llc 12
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 12
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 12
Mendota Financial Group, LLC 12
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF 12
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 12
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 12
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 12
Frec Markets, Inc. 12
FormulaFolio Investments, LLC 12
Maverick Capital Ltd 12
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 12
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 12
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 12
Hartford Financial Management Inc. 12
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 12
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 12
Principia Wealth Advisory, LLC 12
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 12
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 12
Armstrong Advisory Group, Inc 12
Advisory Alpha, LLC 12
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 12
First Mercantile Trust Co 12
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 12
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 12
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 12
Gofen & Glossberg Llc /il/ 12
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 12
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 12
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 12
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 12
Stonebridge Capital Advisors LLC 12
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 12
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 12
Cutter & CO Brokerage, Inc. 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 12
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 12
Eagle Asset Management Inc 12
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 12
ZAP - Global X Funds - Global X U.S. Electrification ETF 12
Buckingham Strategic Wealth, Llc 12
Evolve Private Wealth, Llc 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 12
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 12
North Dakota State Investment Board 12
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 12
MML Series Investment Fund II - MML Equity Rotation Fund Class II 12
ALPS ETF Trust - ALPS Electrification Infrastructure ETF 12
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 12
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 12
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 12
Hutchin Hill Capital, LP 12
Czech National Bank 12
Jasinkiewicz Capital Management, Lp 12
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 12
Laffer Investments 12
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 12
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 12
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 12
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 12
ICA Group Wealth Management, LLC 12
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 12
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 12
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 12
Huff W R Asset Management Co Llc /de/ 12
Personal Capital Advisors Corp 12
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 12
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 12
Pnc Funds 12
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 12
VestGen Advisors, LLC 12
Rakuten Investment Management, Inc. 12
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 12
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 12
Private Wealth Asset Management, LLC 12
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 12
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 12
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 12
Meritage Portfolio Management 12
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 12
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 12
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 12
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 12
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 12
Securian Funds Trust - SFT Index 500 Fund Class 1 12
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 12
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 12
Scarborough Advisors, LLC 12
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 12
Yorktown Management & Research Co Inc 12
PENN SERIES FUNDS INC - Index 500 Fund 12
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 12
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 12
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 12
PWS - Pacer Funds Trust - Pacer WealthShield ETF 12
SSO - PROSHARES TRUST - ProShares Ultra S&P500 12
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 12
Woodley Farra Manion Portfolio Management Inc 12
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 12
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 12
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 12
Founders Financial Alliance, LLC 12
TFC Financial Management 12
Kestra Private Wealth Services, Llc 12
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 12
GCEPX - GOLDMAN SACHS TRUST - Goldman Sachs Clean Energy Income Fund Class P Shares 12
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 12
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 12
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 12
New America High Income Fund Inc 12
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 12
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 12
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 12
IMA Wealth, Inc. 12
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 12
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 12
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 12
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 12
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 12
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 12
Fideuram Asset Management (Ireland) dac 12
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 12
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 12
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 12
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 12
IWB - iSHARES TRUST - iShares Russell 1000 ETF 12
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 12
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 12
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 12
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 12
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 12
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 12
Saudi Central Bank 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 12
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 12
AHIVX - American Century Investment Trust - High Income Fund Investor Class 12
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 12
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 12
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 12
Joel Isaacson & Co., LLC 12
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 12
Capital Investment Advisors, LLC 12
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 12
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 12
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 12
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 12
Wilmington Funds Management Corp 12
Perigon Wealth Management, LLC 12
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 12
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 12
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 12
Pinebridge Investments Llc 12
Cromwell Holdings LLC 12
MBOVX - M FUND INC - M Large Cap Value Fund 12
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 12
SFY - Tidal ETF Trust - SoFi Select 500 ETF 12
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 12
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 12
Blackrock Utility & Infrastructure Trust 12
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 12
Beacon Capital Management, LLC 12
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 12
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 12
GoalVest Advisory LLC 12
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 12
WestEnd Advisors, LLC 12
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 12
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 12
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 12
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 12
Bellwether Advisors, LLC 12
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 12
Fidelity Central Investment Portfolios LLC - Fidelity Utilities Central Fund 12
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 12
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 12
High Note Wealth, LLC 12
Elevation Series Trust - RiverNorth Patriot ETF 12
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 12
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 12
Independent Portfolio Consultants, Inc. 12
Tiaa, Fsb 12
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 12
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 12
FLYT - Direxion Shares ETF Trust - Direxion Flight to Safety Strategy ETF 12
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 12
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 12
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 12
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 12
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 12
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 12
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 12
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 12
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 12
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 12
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 12
GPS Wealth Strategies Group, LLC 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 12
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 12
PPM Funds - PPM Long Short Credit Fund (Inst) 12
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 12
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 12
Dv Equities, Llc 12
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 12
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 12
Price Wealth Management, Inc. 12
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 12
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 12
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 12
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 12
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 12
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 12
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 12
Opal Wealth Advisors, LLC 12
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 12
Palladium Partners Llc 12
Farmers & Merchants Trust Co of Chambersburg PA 12
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 12
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 12
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF 12
Profunds - Profund Vp Large-cap Value 12
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 12
Profunds - Profund Vp Bull 12
Profunds - Profund Vp Ultrabull 12
Optima Capital Llc 12
Ferris Capital, Llc 12
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A 12
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 12
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 12
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 12
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund 12
Simplicity Wealth,LLC 12
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 12
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 12
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 12
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 12
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 12
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 12
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 12
Evergreen Capital Management Llc 12
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 12
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 12
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 12
True Link Financial Advisors, LLC 12
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 12
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 12
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 12
Viking Fund Management Llc 12
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 12
Pinnacle Summer Investments, Inc. 12
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 12
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 12
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 12
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 12
Ziegler Capital Management, LLC 12
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 12
Consolidated Planning Corp 12
HBK Sorce Advisory LLC 12
Dorsey & Whitney Trust CO LLC 12
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 12
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 12
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 12
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 12
Investment Management Corp of Ontario 12
Mbb Public Markets I Llc 12
PFFD - Global X Funds - Global X U.S. Preferred ETF 12
Standard Family Office LLC 12
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 12
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 12
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 12
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 12
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 12
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 12
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 12
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 12
WealthCollab, LLC 12
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 12
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 12
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 12
B. Metzler seel. Sohn & Co. AG 12
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 12
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 12
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 12
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 12
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 12
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 12
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 12
Cassady Schiller Wealth Management, LLC 12
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 12
VSTIX - VALIC Co I - Stock Index Fund 12
Cohen & Steers Reit & Preferred Income Fund Inc 12
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 12
JHMU - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Utilities ETF 12
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF 12
Banco Santander, S.A. 12
Cinctive Capital Management LP 12
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 12
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 12
Deseret Mutual Benefit Administrators 12
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A 12
Dreman Value Management, L L C 12
Regent Peak Wealth Advisors LLC 12
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 12
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 12
Glen Eagle Advisors, LLC 12
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 12
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 12
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 12
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 12
Garton & Associates Financial Advisors LLC 12
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 12
Column Capital Advisors, LLC 12
Level Four Advisory Services, Llc 12
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 12
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 12
AlphaCore Capital LLC 12
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 12
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 12
FPWR - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF 12
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 12
VCGAX - VALIC Co I - Growth & Income Fund 12
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 12
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 12
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 12
CPSIX - Unified Series Trust - Fci Bond Fund 12
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 12
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 12
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 12
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 12
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 12
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 12
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 12
B. Metzler seel. Sohn & Co. Holding AG 12
Tradewinds Capital Management, LLC 12
Coppell Advisory Solutions LLC 12
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 12
Lloyd Advisory Services, LLC. 12
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 12
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 12
Symphony Asset Management Llc 12
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 12
CBIZ Investment Advisory Services, LLC 12
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 12
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 12
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 12
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 12
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 12
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund 12
Spdr S&p 500 Etf Trust 12
Principal Diversified Select Real Asset Fund 12
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 12
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 12
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 12
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 12
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 12
Oak Thistle LLC 12
Quaker Wealth Management, LLC 12
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 12
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 12
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 12
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 12
UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares 12
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 12
Wedmont Private Capital 12
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 12
Siemens Fonds Invest GmbH 12
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 12
Kings Point Capital Management 12
Northpointe Capital Llc 12
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 12
Nuveen S&p 500 Dynamic Overwrite Fund 12
Migdal Insurance & Financial Holdings Ltd. 12
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 12
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 12
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 12
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 12
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 12
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 12
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 12
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 12
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 12
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 12
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 12
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 12
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 12
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 12
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 12
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 12
Investment Centers Of America Inc 12
Bank of New Hampshire 12
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 12
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 12
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 12
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 12
Invictus RG 12
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 12
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 12
Cornerstone Wealth Management, LLC 12
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 12
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 12
Capital Asset Advisory Services LLC 12
Cognios Capital, LLC 12
TPH Asset Management, LLC 12
Hartford Series Fund Inc 12
Howard Hughes Medical Institute 12
U S Global Investors Inc 12
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 12
Bedel Financial Consulting, Inc. 12
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 12
NEOS Investment Management LLC 12
Advisor Resource Council 12
Trilogy Capital Inc. 12
Tibra Equities Europe Ltd 12
Pittenger & Anderson Inc 12
FDO Partners, LLC 12
Capitolis Advisors LLC 12
Li Winifred I 12
Crabel Capital Management, LLC 12
Exane Derivatives 12
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 12
Hanson & Doremus Investment Management 12
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 12
Centerpoint Advisors, LLC 12
Nvwm, Llc 12
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF 12
Creekmur Asset Management LLC 12
Chesapeake Asset Management Llc 12
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 12
West Branch Capital LLC 12
Bruce G. Allen Investments, LLC 12
V Wealth Advisors LLC 12
Laurel Wealth Advisors, Inc. 12
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 12
Synergy Investment Management, LLC 12
Virginia Retirement System 12
Worldquant Millennium Advisors Llc 12
Foundations Investment Advisors, LLC 12
Truvestments Capital Llc 12
Alpine Woods Capital Investors, Llc 12
UniSuper Management Pty Ltd 12
OWCAX - OLD WESTBURY FUNDS INC - Old Westbury California Municipal Bond Fund 12
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 12
Allred Capital Management, LLC 12
Horizons Etf Trust I 12
Personal Wealth Partners 12
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 12
Costello Asset Management, INC 12
Mizuho Securities Usa Llc 12
Riverview Trust Co 12
Ostrum Asset Management 12
Strategic Blueprint, LLC 12
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 12
Claro Advisors LLC 12
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 12
Western Wealth Management, LLC 12
Quest Capital Management Inc /adv 12
Executive Wealth Management, LLC 12
Portus Wealth Advisors, LLC 12
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 12
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 12
Echo Street Capital Management LLC 12
Opseu Pension Plan Trust Fund 12
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 12
Twin Capital Management Inc 12
Fulcrum Asset Management LLP 11
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 11
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 11
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 11
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 11
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 11
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 11
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 11
PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 11
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 11
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 11
Sii Investments Inc/wi 11
Central Bank & Trust Co 11
Texas Yale Capital Corp. 11
Samalin Investment Counsel, LLC 11
Elevated Capital Advisors, LLC 11
Tortoise Essential Assets Income Term Fund 11
FNY Managed Accounts LLC 11
PIMCO Flexible Municipal Income Fund 11
Nelson Capital Management, LLC 11
SOA Wealth Advisors, LLC. 11
PSI Advisors, LLC 11
Childress Capital Advisors, Llc 11
44 Wealth Management Llc 11
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 11
Center for Financial Planning, Inc. 11
Wealth Quarterback LLC 11
Transcend Wealth Collective, Llc 11
Archer Investment Corp 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 11
Trust Co Of Toledo Na /oh/ 11
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 11
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund 11
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 11
Glg Inc. 11
Symphony Financial, Ltd. Co. 11
Tiaa Cref Trust Co Fsb/mo 11
E Fund Management (Hong Kong) Co., Ltd. 11
GLIF - AGF Investments Trust - AGFiQ Global Infrastructure ETF 11
Davis Capital Management 11
tru Independence LLC 11
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 11
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 11
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 11
Alpha Paradigm Partners, LLC 11
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 11
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 11
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 11
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 11
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class 11
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 11
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 11
Core Alternative Capital 11
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 11
E Fund Management Co., Ltd. 11
MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund 11
Syverson Strege & Co 11
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 11
Sage Mountain Advisors LLC 11
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 11
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 11
Tiedemann Advisors, Llc 11
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 11
Intrua Financial, LLC 11
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 11
Dividend Asset Capital, Llc 11
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 11
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 11
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 11
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 11
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 11
Murphy Capital Management Inc 11
Ikos Cif Ltd 11
Capital Research Global Investors 11
Silvercrest Asset Management Group Llc 11
St Germain D J Co Inc 11
Caxton Associates Llp 11
Ohio National Investments, Inc. 11
Pinnacle Financial Partners, Inc. 11
Brighton Jones Llc 11
McKinley Carter Wealth Services, Inc. 11
Stancorp Investment Advisers Inc 11
BLB&B Advisors, LLC 11
Iowa State Bank 11
Excelsior Advisor Network LLC 11
Trust Department Mb Financial Bank N A 11
Kistler-Tiffany Companies, LLC 11
Toth Financial Advisory Corp 11
Tobam 11
Kcm Investment Advisors Llc 11
Logan Capital Management Inc 11
ETRADE Capital Management LLC 11
Polaris Wealth Advisory Group, LLC 11
Lehman Financial Resources, Inc. 11
Alexandria Capital, LLC 11
Ssi Investment Management Llc 11
Bowling Portfolio Management LLC 11
Arrow Financial Corp 11
Montag A & Associates Inc 11
Nbt Bank N A /ny 11
Boyd Watterson Asset Management Llc/oh 11
Koshinski Asset Management, Inc. 11
Searle & Co. 11
Sagespring Wealth Partners, Llc 11
Murphy & Mullick Capital Management Corp 11
Millstone Evans Group, LLC 11
Chemical Bank 11
Telemetry Investments, L.L.C. 11
Whipplewood Advisors, LLC 11
WealthPLAN Partners, LLC 11
Clean Yield Group 11
Turning Point Benefit Group, Inc. 11
Blackstone Group Inc 11
Clarius Group, LLC 11
NorthRock Partners, LLC 11
Adams Diversified Equity Fund, Inc. 11
Pinkerton Retirement Specialists, LLC 11
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 11
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 11
Bluefin Trading, LLC 11
Legacy Wealth Managment, LLC/ID 11
Havemeyer Place LP 11
Institutional & Family Asset Management, Llc 11
Lebenthal Asset Management, LLC 11
Green Arrow Capital Management Llc 11
Railway Pension Investments Ltd 11
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 11
Nexus Asset Management LLC 11
Community Bank System, Inc. 11
Cai Capital Management, Inc. 11
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 11
Kepos Capital LP 11
Simon Quick Advisors, Llc 11
Mascoma Wealth Management LLC 11
Chiron Investment Management, LLC 11
Glenview Trust Co 11
Financial Advisors Network, Inc. 11
Symmetry Partners, LLC 11
Harvest Fund Management Co., Ltd 11
Adviser Investments LLC 11
Capital Income Builder 11
Moloney Securities Asset Management, LLC 11
Infrastructure Capital Advisors, Llc 11
Elkhorn Investments, LLC 11
Godfrey Financial Associates, Inc. 11
YorkBridge Wealth Partners, LLC 11
Clear Perspective Advisors, LLC 11
Blue Sky Asset Management, LLC 11
Institutional Investment Strategy Fund 11
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 11
SG3 Management, LLC 11
Arlington Partners LLC 11
IFG Advisory, LLC 11
Front Row Advisors LLC 11
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 11
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 11
Hilltop National Bank 11
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 11
Franklin Universal Trust 11
Voya Prime Rate Trust 11
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 11
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 11
Core Wealth Advisors, Llc 11
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 11
Blackrock Ltd Duration Income Trust 11
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 11
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 11
Nuveen Preferred & Income Opportunities Fund 11
Putnam Premier Income Trust 11
Td Asset Management Usa Funds Inc. 11
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 11
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 11
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 11
Nuveen Nasdaq 100 Dynamic Overwrite Fund 11
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 11
Oppenheimer Variable Account Funds 11
Chilton Capital Management Llc 11
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 11
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 11
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 11
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 11
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 11
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 11
Cohen & Steers Select Preferred & Income Fund, Inc. 11
Aspect Partners, LLC 11
Trust For Advisor Solutions 11
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 11
Transamerica Partners Portfolios 11
Himco Variable Insurance Trust 11
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 11
Modern Wealth Management, LLC 11
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 11
Western Asset Investment Grade Defined Opportunity Trust Inc. 11
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A 11
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 11
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 11
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 11
Rakuten Securities, Inc. 11
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 11
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 11
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 11
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 11
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 11
Ares Financial Consulting, LLC 11
Wells Fargo Global Dividend Opportunity Fund 11
Trust Point Inc. 11
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 11
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 11
Calamos Strategic Total Return Fund 11
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 11
BBVA USA Bancshares, Inc. 11
Aviance Capital Management, Llc 11
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 11
Putnam Master Intermediate Income Trust 11
West Paces Advisors Inc. 11
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 11
PrairieView Partners, LLC 11
Squar Milner Financial Services Llc 11
Independence Bank of Kentucky 11
Keystone Financial Group 11
United Community Bank 11
Trustcore Financial Services, Llc 11
Delpha Capital Management, Llc 11
Virtue Capital Management, LLC 11
Prime Capital Investment Advisors, LLC 11
CNB Bank 11
Elo Mutual Pension Insurance Co 11
Steigerwald, Gordon & Koch Inc. 11
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 11
AIA Group Ltd 11
AIA Investment Management Private Ltd 11
Resources Management Corp /ct/ /adv 11
Ellis Investment Partners, LLC 11
Evolution Wealth Advisors, LLC 11
iA Global Asset Management Inc. 11
Old North State Trust, LLC 11
Alphacrest Capital Management Llc 11
American State Bank (Iowa) 11
HHM Wealth Advisors, LLC 11
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 11
Asahi Life Asset Management Co., Ltd. 11
PRW Wealth Management LLC 11
Impact Partnership Wealth, LLC 11
Ossiam 11
Atomi Financial Group, Inc. 11
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares 11
VisionPoint Advisory Group, LLC 11
Princeton Global Asset Management LLC 11
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 11
AXA Investment Managers S.A. 11
Shaolin Capital Management LLC 11
Vestmark Advisory Solutions, Inc. 11
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 11
Thor Advisors, Llc 11
Guggenheim Equal Weight Enhanced Equity Income Fund 11
Vinva Investment Management Ltd 11
PFG Investments, LLC 11
Kayne Anderson Capital Advisors Lp 11
Arden Investment Series Trust 11
25 Llc 11
Fifth Third Wealth Advisors LLC 11
V-Square Quantitative Management LLC 11
Beck Bode, LLC 11
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 11
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 11
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 11
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 11
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 11
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 11
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF 11
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 11
NOFIX - Northern Funds - Northern Fixed Income Fund 11
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 11
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 11
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 11
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 11
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 11
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 11
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 11
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 11
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 11
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 11
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 11
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A 11
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 11
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A 11
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 11
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 11
Cassaday & Co Wealth Management LLC 11
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB 11
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 11
MidFirst Bank 11
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 11
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 11
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 11
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 11
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 11
Trifecta Capital Advisors, LLC 11
Bollard Group LLC 11
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 11
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 11
DV Trading LLC 11
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 11
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 11
FLDFX - Meeder Funds - BALANCED FUND Retail Class 11
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 11
STRV - EA Series Trust - Strive 500 ETF 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 11
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 11
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 11
Citizens Business Bank 11
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 11
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 11
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 11
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 11
T. Rowe Price Investment Management, Inc. 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 11
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 11
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 11
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 11
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 11
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 11
Halbert Hargrove Global Advisors, Llc 11
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 11
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 11
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 11
Fiduciary Trust Co 11
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 11
MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 11
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 11
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 11
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 11
Pinnacle Financial Partners Inc 11
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 11
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 11
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 11
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 11
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 11
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 11
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 11
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 11
Driehaus Capital Management Llc 11
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 11
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 11
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 11
Security National Trust Co 11
Householder Group Estate & Retirement Specialist, LLC 11
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 11
Fuller & Thaler Asset Management, Inc. 11
SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A 11
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 11
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 11
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 11
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 11
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 11
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 11
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 11
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 11
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 11
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 11
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 11
LTCAX - THORNBURG INVESTMENT TRUST - Thornburg California Limited Term Municipal Fund - Class A 11
Ascent Group, LLC 11
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 11
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 11
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 11
AIDAX - BERNSTEIN SANFORD C FUND INC - Diversified Municipal Portfolio AB Intermediate Diversified Municipal Class A 11
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 11
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 11
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 11
RMB Capital Management, LLC 11
Elequin Capital Lp 11
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 11
Journey Strategic Wealth Llc 11
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 11
Sagefield Capital LP 11
MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A 11
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 11
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 11
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 11
Washington Trust Advisors, Inc. 11
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 11
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 11
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 11
Confluence Wealth Services, Inc. 11
Buckingham Strategic Partners 11
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 11
Dixon Hughes Goodman Wealth Advisors LLC 11
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 11
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 11
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF 11
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 11
CPI - IndexIQ ETF Trust - IQ Real Return ETF 11
Claris Advisors, Llc / Mo / 11
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 11
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 11
Burk Holdings LLC 11
UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF 11
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 11
SCIU - Global X Funds - Global X Scientific Beta US ETF 11
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 11
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 11
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 11
Winnow Wealth Llc 11
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 11
Bangor Savings Bank 11
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 11
Sculptor Capital LP 11
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 11
Supplemental Annuity Collective Trust of NJ 11
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 11
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 11
Midwest Trust Co 11
Reliance Trust Co Of Delaware 11
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 11
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A 11
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 11
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 11
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 11
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 11
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 11
Savior LLC 11
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 11
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 11
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 11
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 11
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 11
Family Firm, Inc. 11
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 11
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 11
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 11
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 11
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 11
Triumph Capital Management 11
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 11
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 11
Heritage Wealth Management, Llc 11
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 11
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 10
Winch Advisory Services, LLC 10
Pluribus Labs, LLC 10
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 10
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 10
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 10
Eaton Vance Ltd Duration Income Fund 10
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 10
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 10
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 10
Bremer Trust National Association 10
Corton Capital Inc. 10
Integrated Investment Consultants, LLC 10
ALCAX - AB MUNICIPAL INCOME FUND, INC. - AB California Portfolio Class A 10
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 10
AlphaMark Advisors, LLC 10
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 10
Selective Wealth Management, Inc. 10
Equitable Holdings, Inc. 10
PIMCO FUNDS - PIMCO Low Duration Portfolio 10
Aris Wealth Services, Inc. 10
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 10
Endex Capital Management Llc 10
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 10
BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund 10
Optimal Asset Management, Inc. 10
LSLT - Pacer Funds Trust - Pacer Salt Low truBeta US Market ETF 10
Bank Julius Baer & Co. Ltd, Zurich 10
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 10
PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 10
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 10
Cognios Beta Neutral Large Cap Fund, Lp 10
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 10
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 10
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 10
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 10
Investors Portfolio Services LLC 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 10
Tyler-Stone Wealth Management 10
Minichmacgregor Wealth Management, Llc 10
Avanza Fonder AB 10
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 10
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 10
Hcim Trust 10
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 10
Campbell Multi-strategy Trust 10
Verity Asset Management, Inc. 10
Clearwater Capital Advisors, LLC 10
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 10
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 10
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 10
Crawford Investment Counsel Inc 10
TRUE Private Wealth Advisors 10
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 10
Howard Capital Management Inc. 10
Curian Capital Llc 10
Essex Financial Services, Inc. 10
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 10
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 10
Clearview Wealth Advisors LLC 10
Artisan Partners Limited Partnership 10
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 10
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 10
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 10
GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional 10
Nuveen S&p 500 Buywrite Income Fund 10
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 10
Change Path, LLC 10
Ceredex Value Advisors LLC 10
Zwj Investment Counsel Inc 10
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 10
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 10
BSMS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF 10
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 10
LSLT - ETF Series Solutions - Salt Low truBeta US Market ETF 10
CGC Financial Services, LLC 10
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 10
Lee Financial Co 10
CenturyLink Investment Management Co 10
Carmichael Hill & Associates, Inc. 10
Castleview Partners, Llc 10
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 10
Arete Wealth Advisors, LLC 10
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 10
MD Financial Management Inc. 10
Ibex Wealth Advisors 10
Western Asset Income Fund 10
Fs Credit Income Fund 10
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 10
First City Capital Management, Inc. 10
Mowery & Schoenfeld Wealth Management, LLC 10
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 10
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 10
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 10
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 10
Sheaff Brock Investment Advisors, LLC 10
Comprehensive Financial Consultants Institutional, Inc. 10
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I 10
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a) 10
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 10
GABELLI & Co INVESTMENT ADVISERS, INC. 10
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 10
DecisionPoint Financial, LLC 10
Oliver Lagore Vanvalin Investment Group 10
GGBFX - GuideStone Funds - Global Bond Fund Investor 10
My Personal CFO, LLC 10
Midwest Professional Planners, LTD. 10
J.Safra Asset Management Corp 10
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 10
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 10
Icon Wealth Partners, LLC 10
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 10
Stux Capital Management, LLC 10
Tradeworx Inc. 10
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 10
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 10
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 10
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 10
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 10
Caitlin John, LLC 10
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 10
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 10
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 10
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 10
Certified Advisory Corp 10
Tiaa Trust, National Association 10
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 10
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 10
Wagner Wealth Management, Llc 10
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 10
Horan Securities, Inc. 10
Point72 Europe (London) LLP 10
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares 10
Denver Investment Advisors Llc 10
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 10
Degroof Petercam Asset Management 10
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 10
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 10
Stuart Chaussee & Associates, Inc. 10
Measured Wealth Private Client Group, LLC 10
Alpha Omega Wealth Management LLC 10
American Funds Insurance Series 10
Rs Variable Products Trust 10
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 10
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 10
High Point Bank & Trust Co 10
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 10
Concurrent Investment Advisors, LLC 10
Kovack Advisors, Inc. 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 10
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 10
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 10
NewEdge Wealth, LLC 10
Acrisure Capital Management, LLC 10
Pensionfund DSM Netherlands 10
Cidel Asset Management Inc 10
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 10
Avalon Trust Co 10
Argent Trust Co 10
USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A 10
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 10
Cary Street Partners Financial Llc 10
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 10
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 10
RVRB - ADVISORS SERIES TRUST - Reverb ETF 10
Gf Fund Management Co. Ltd. 10
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 10
Frank, Rimerman Advisors LLC 10
Jump Trading, Llc 10
Financial Network Wealth Advisors LLC 10
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 10
Cim Investment Mangement Inc 10
Ingalls & Snyder Llc 10
RWC Asset Management LLP 10
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 10
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 10
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 10
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 10
Oppenheimer Integrity Funds 10
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 10
Seneschal Advisors, LLC 10
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 10
Sugarloaf Wealth Management, LLC 10
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 10
Delaware Enhanced Global Dividend & Income Fund 10
Tortoise Energy Infrastructure Corp 10
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 10
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 10
TruNorth Capital Management, LLC 10
Capital Innovations LLC 10
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 10
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 10
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 10
VSDIX - Investment Managers Series Trust - Securian AM Real Asset Income Fund Institutional Class Shares 10
Founders Bank & Trust 10
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 10
Cushing Etf Trust 10
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 10
TIAA Wealth Investment Management LLC 10
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 10
Exchange Capital Management, Inc. 10
BlueCrest Capital Management LLP 10
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 10
Intact Investment Management Inc. 10
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 10
QCM Cayman, Ltd. 10
Caldwell Securities, Inc 10
Great Valley Advisor Group, Inc. 10
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 10
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 10
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 10
First National Bank Sioux Falls 10
Vanguard Horizon Funds 10
TopTier Wealth Management, LLC 10
Capital A Wealth Management, LLC 10
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 10
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 10
Visionary Asset Management, Inc. 10
WealthTrust-Arizona, LLC 10
MARSHALL WACE ASIA Ltd 10
Garrett Wealth Advisory Group, LLC 10
First Trust Energy Income & Growth Fund 10
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 10
Doyle Wealth Management 10
Voya Financial Advisors, Inc. 10
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 10
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 10
DT Investment Partners, LLC 10
Delos Wealth Advisors, LLC 10
Allianzgi Convertible & Income Fund Ii 10
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 10
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 10
Mill Creek Capital Advisors, LLC 10
First Trust Energy Infrastructure Fund 10
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 10
Mitsubishi UFJ Securities Holdings Co., Ltd. 10
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 10
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 10
American National Insurance Co /tx/ 10
Wealth Preservation Advisors, LLC 10
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class 10
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 10
Water Island Capital Llc 10
Allianzgi Convertible & Income Fund 10
Tiaa-cref Individual & Institutional Services, Llc 10
Lake Point Wealth Management 10
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 10
Freestone Grove Partners LP 10
Monetary Management Group Inc 10
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 10
Griffin Asset Management, Inc. 10
Nova Wealth Management, Inc. 10
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 10
Clarfeld Financial Advisors, Llc 10
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 10
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 10
Putnam Fl Investment Management Co 10
CrestPoint Capital Management, LLC 10
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 10
Aspire Private Capital, LLC 10
Ahrens Investment Partners LLC 10
Dakota Wealth Management 10
Schnieders Capital Management Llc 10
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 10
Unique Wealth Strategies, LLC 10
Oppenheimer Quest For Value Funds 10
Ransom Advisory, Ltd 10
LVW Advisors, LLC 10
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 10
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 10
Kelly Financial Services LLC 10
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 10
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 10
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 10
Hoover Financial Advisors, Inc. 10
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional 10
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S 10
Hotchkis & Wiley Capital Management Llc 10
Widmann Financial Services, Inc. 10
Crestwood Advisors Group LLC 10
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 10
Osterweis Capital Management Inc 10
Marquette Asset Management, LLC 10
Dorsey Wright & Associates 10
American National Registered Investment Advisor, Inc. 10
Motiv8 Investments LLC 10
Lebenthal Holdings,LLC 10
Mraz, Amerine & Associates, Inc. 10
Ten Capital Wealth Advisors, LLC 10
First Trust Mlp & Energy Income Fund 10
BKD Wealth Advisors, LLC 10
Jpmorgan Trust Iii 10
Bradley Foster & Sargent Inc/ct 10
Lincoln National Corp 10
Ritholtz Wealth Management 10
EdgeRock Capital LLC 10
Jackson Creek Investment Advisors LLC 10
Gyon Technologies Capital Management, LP 10
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 10
Trustmark National Bank Trust Department 10
Associated Banc-corp 10
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 10
Quest 10 Wealth Builders, Inc. 10
Mfs Intermediate Income Trust 10
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 10
Highland Capital Management, Llc 10
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 10
Missouri Trust & Investment Co 10
Foundry Partners, LLC 10
Capital International Investors 10
Turtle Creek Wealth Advisors, LLC 10
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 10
APMU - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Intermediate Municipal Bond ETF 10
Ilmarinen Mutual Pension Insurance Co 10
Harbor Capital Advisors, Inc. 10
John G Ullman & Associates Inc 10
Nikko Asset Management Americas, Inc. 10
Gladstone Institutional Advisory LLC 10
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 10
MU Investments Co., Ltd. 10
Pacific Capital Wealth Advisors, Inc 10
Pinnacle Associates Ltd 10
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 10
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 10
Blackrock Credit Allocation Income Trust 10
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 10
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 10
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 10
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 10
Orrstown Financial Services Inc 10
Summit Financial, LLC 10
RFG Advisory, LLC 10
Price Capital Management, Inc. 10
Independent Financial Group, Llc 10
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 10
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 10
Resolution Capital Ltd 10
Zebra Capital Management LLC 10
SIR Capital Management, L.P. 10
Nemes Rush Group LLC 10
FSA Wealth Management LLC 10
Bell Bank 10
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 10
111 Capital 10
HWG Holdings LP 10
Northwest Wealth Management, Llc 10
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 10
Arcadia Investment Management Corp/mi 10
Hallmark Capital Management Inc 10
Kingswood Wealth Advisors, Llc 10
Thompson Investment Management, Inc. 10
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 10
Cranbrook Wealth Management, LLC 10
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 10
First Trust New Opportunities Mlp & Energy Fund 10
Retirement Group, LLC 10
TCTC Holdings, LLC 10
Clayton Financial Group LLC 10
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 10
Cowen Group, Inc. 10
Glass Jacobson Investment Advisors llc 10
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 10
Essex Savings Bank 10
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 10
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 10
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 10
ICTUX - SCM Trust - ICON UTILITIES AND INCOME FUND Institutional Class 10
Woodmont Investment Counsel Llc 10
NorthAvenue LLC 10
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 10
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF 10
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 10
New Millennium Group LLC 10
Freedman Financial Associates, Inc. 10
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 10
Valued Wealth Advisors LLC 10
TIMOTHY PLAN - Timothy Strategic Variable 10
RIA Advisory Group LLC 10
Aventura Private Wealth, LLC 10
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 10
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 9
Readystate Asset Management Lp 9
Macquarie Global Infrastructure Total Return Fund Inc. 9
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 9
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 9
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 9
APBAX - Cavanal Hill Funds - Active Core Fund Investor 9
Centre Asset Management, LLC 9
RFP Financial Group LLC 9
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 9
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 9
Next Financial Holdings 9
Bremer Bank National Association 9
ICLN - iSHARES TRUST - iShares Global Clean Energy ETF 9
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 9
Jackson Wealth Management, LLC 9
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 9
VCLN - Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF 9
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 9
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 9
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 9
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 9
Capital World Investors 9
Ethos Financial Group, LLC 9
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 9
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 9
VSR Financial Services, Inc. 9
Balasa Dinverno & Foltz Llc 9
Semmax Financial Advisors Inc. 9
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 9
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 9
Catalytic Wealth RIA, LLC 9
Koch Industries Inc 9
Blackrock Debt Strategies Fund, Inc. 9
Nfj Investment Group, Llc 9
TCW ETF Trust - TCW Corporate Bond ETF 9
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 9
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 9
Bridgeworth, LLC 9
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 9
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 9
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 9
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 9
American Research & Management Co. 9
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 9
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 9
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 9
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 9
Perpetual Ltd 9
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 9
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 9
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 9
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 9
Joseph Group Capital Management 9
First Pacific Financial 9
Windsor Capital Management, LLC 9
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 9
SUB - iSHARES TRUST - iShares Short-Term National Muni Bond ETF 9
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 9
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 9
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 9
OP Asset Management Ltd 9
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 9
1st Global Advisors, Inc. 9
Investors Asset Management Of Georgia Inc /ga/ /adv 9
Kore Private Wealth LLC 9
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 9
Authentikos Wealth Advisory, LLC 9
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 9
Hartree Partners, LP 9
Atlas Private Wealth Advisors 9
Richardson Financial Services Inc. 9
Wellington Grp LLC 9
Magnus Financial Group LLC 9
Welch & Forbes Llc 9
Meitav Dash Investments Ltd 9
IMS Capital Management 9
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 9
Safeguard Investment Advisory Group, LLC 9
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 9
Welch Group, LLC 9
Beaird Harris Wealth Management, LLC 9
Premier Fund Managers Ltd 9
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 9
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 9
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 9
Kingdom Financial Group LLC. 9
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 9
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 9
Dana Investment Advisors, Inc. 9
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 9
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 9
ClearAlpha Technologies LP 9
CoreFirst Bank & Trust 9
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 9
Alta Advisers Ltd 9
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 9
Register Financial Advisors LLC 9
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 9
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 9
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 9
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 9
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 9
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 9
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 9
WESPAC Advisors, LLC 9
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 9
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 9
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 9
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 9
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 9
Ecofin Advisors Ltd 9
McAdam, LLC 9
Intentional Wealth Strategies, LLC 9
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 9
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 9
America First Investment Advisors, LLC 9
Pallas Capital Advisors LLC 9
Tidemark, LLC 9
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 9
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 9
New York Life Trust Co 9
Hoxton Financial, Inc. 9
Greenline Partners, LLC 9
Resolute Advisors LLC 9
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 9
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 9
Allianzgi Diversified Income & Convertible Fund 9
Pennsylvania Trust Co 9
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 9
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 9
SCTTX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay C Portfolio Class 2 9
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 9
Livingston Group Asset Management CO (operating as Southport Capital Management) 9
Retirement Wealth Solutions LLC 9
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 9
GATEX - Gateway Trust - Gateway Fund Class A Shares 9
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 9
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 9
Wesbanco Bank Inc 9
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 9
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 9
Johnson Midwest Financial, LLC 9
Amerivest Investment Management LLC 9
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 9
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 9
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 9
Burney Co/ 9
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 9
Landaas & Co /wi /adv 9
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 9
Affiance Financial, LLC 9
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 9
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 9
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 9
Braun-Bostich & Associates Inc. 9
Arvest Bank Trust Division 9
Evolution Wealth Management Inc. 9
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 9
StoneX Group Inc. 9
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 9
Barnett & Company, Inc. 9
Qualcomm Inc/de 9
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 9
Corient Capital Partners, LLC 9
Flow Traders U.s. Llc 9
Fortis Group Advisors, LLC 9
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 9
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 9
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 9
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 9
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 9
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 9
Ramirez Asset Management, Inc. 9
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 9
Morningstar Investment Services LLC 9
Nvest Wealth Strategies, Inc. 9
Strategic Investment Solutions, Inc. /IL 9
Gateway Wealth Partners, LLC 9
Global Trust Asset Management, LLC 9
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 9
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 9
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 9
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 9
BSMQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF 9
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 9
Fieldview Capital Management, LLC 9
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 9
Neuburgh Advisers LLC 9
Claybrook Capital, LLC 9
Intrust Bank Na 9
Heck Capital Advisors, LLC 9
New Hampshire Trust 9
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 9
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 9
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 9
Monarch Partners Asset Management LLC 9
Great Diamond Partners, LLC 9
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 9
Guidant Wealth Advisors 9
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 9
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 9
Kohmann Bosshard Financial Services, LLC 9
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 9
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 9
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 9
Signition Lp 9
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 9
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 9
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 9
Whitehelm Capital Pty Ltd 9
Empower Advisory Group, LLC 9
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 9
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 9
Kula Investments, LLC 9
Segment Wealth Management, LLC 9
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 9
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 9
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 9
Fund Management at Engine No. 1 LLC 9
Key Capital Management, INC 9
GFS Advisors, LLC 9
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 9
Sante Capital Fund, LP 9
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 9
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 9
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 9
IAG Wealth Partners, LLC 9
Northwest Financial Advisors 9
Baker Ellis Asset Management LLC 9
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 9
Jeppson Wealth Management, Llc 9
Advent Capital Management /de/ 9
Stone Ridge Asset Management LLC 9
Blackrock Enhanced Equity Dividend Trust 9
Douglass Winthrop Advisors, LLC 9
Allegheny Financial Group LTD 9
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES 9
BlackRock Credit Strategies Fund 9
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 9
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 9
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 9
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 9
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 9
Mainstay Capital Management Llc /adv 9
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 9
Lee Danner & Bass Inc 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 9
Wilkerson Advisory Group LLC 9
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 9
Abc Arbitrage Sa 9
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 9
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 9
Gw Henssler & Associates Ltd 9
Aptus Capital Advisors, LLC 9
Brown, Lisle/cummings, Inc. 9
Gabelli Convertible & Income Securities Fund Inc 9
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 9
Personal Cfo Solutions, Llc 9
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 9
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 9
Human Investing LLC 9
Pitcairn Co 9
Next Capital Management LLC 9
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 9
Camden Capital, LLC 9
Wealthbridge Capital Management, Llc 9
Principle Wealth Partners Llc 9
Capital Advisors Inc/ok 9
CHICAGO TRUST Co NA 9
Financial Sense Advisors, Inc. 9
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 9
High Net Worth Advisory Group LLC 9
Rockland Trust Co 9
Claymore Exchange-traded Fund Trust 2 9
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 9
Thomasville National Bank 9
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 9
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 9
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 9
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 9
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 9
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 9
Financial Perspectives, Inc 9
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 9
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 9
Providence Capital Advisors, LLC 9
Napier Financial, LLC 9
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 9
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 9
Mizuho Markets Americas Llc 9
Kowal Investment Group, LLC 9
Syntal Capital Partners, LLC 9
Braun Stacey Associates Inc 9
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 9
Kavilco Inc/wa/ 9
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 9
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 9
Nalls Sherbakoff Group, Llc 9
Athanor Capital, Lp 9
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 9
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 9
AMF Pensionsforsakring AB 9
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 9
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 9
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 9
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 9
Stonebridge Financial Group, LLC 9
Cypress Capital Group 9
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 9
Sugar Maple Asset Management, LLC 9
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 9
Horizon Bancorp Inc /in/ 9
Lake Street Advisors Group, Llc 9
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 9
Allegis Investment Advisors, LLC 9
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 9
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 9
San Luis Wealth Advisors LLC 9
Evermay Wealth Management Llc 9
Solstein Capital, LLC 9
Laurel Wealth Advisors LLC 9
Diametric Capital, LP 9
Beacon Capital Management, Inc. 9
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A 9
Brasada Capital Management, Lp 9
D'Orazio & Associates, Inc. 9
DVY - iSHARES TRUST - iShares Select Dividend ETF 9
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 9
Anfield Capital Management, LLC 9
Eclectica Asset Management LLP 9
Hirtle Callaghan & Co LLC 9
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 9
Lombard Odier Asset Management (Europe) Ltd 9
Waratah Capital Advisors Ltd. 9
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 9
Chartwell Investment Partners, Llc 9
Vaughan Nelson Investment Management, L.p. 9
Palisade Asset Management, LLC 9
Brick & Kyle, Associates 9
Bellwether Investment Group, LLC 9
Garda Capital Partners Lp 9
Putnam Global Utilities Fund 9
Diversify Advisory Services, LLC 9
CenterBook Partners LP 9
Total Investment Management Inc 9
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 9
Sit Investment Associates Inc 9
FSABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Bond Index Fund 9
Global Wealth Management Investment Advisory, Inc. 9
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 9
Scotia Capital Inc. 9
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 9
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 9
MPS Loria Financial Planners, LLC 9
Van Hulzen Asset Management, LLC 9
Barrett Asset Management, LLC 9
Advent Claymore Convertible Securities & Income Fund 9
Morningstar Investment Management LLC 9
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 9
Harwood Advisory Group, LLC 9
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 9
AlphaOne Investment Services, LLC 9
Jamison Eaton & Wood Inc /nj 9
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 9
Jackson, Grant Investment Advisers, Inc. 9
Portman Square Capital LLP 9
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF 9
La Banque Postale Asset Management SA 9
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 9
Signator Financial Services, Inc. 9
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 9
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 9
Marcum Wealth, LLC 9
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 9
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 9
First National Corp /ma/ /adv 9
Desjardins Global Asset Management Inc. 9
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 9
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 9
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 9
Clark Capital Management Group, Inc. 9
Formidable Asset Management, LLC 9
Foster Dykema Cabot & Co Inc/ma 9
Cushing Asset Management, Lp 9
Marshall & Sterling Wealth Advisors Inc. 9
NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A 9
Ninepoint Partners LP 9
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 9
SevenBridge Financial Group, LLC 9
Principal Street Partners, LLC 9
Bayban 9
SYSTM Wealth Solutions LLC 9
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 9
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 9
Almanack Investment Partners, LLC. 9
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 9
Inscription Capital, LLC 9
Armistice Capital, Llc 9
Bessemer Securities Llc 9
NJ State Employees Deferred Compensation Plan 9
Haberer Registered Investment Advisor Inc 9
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 9
ACTHX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco High Yield Municipal Fund Class A 9
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 9
Rnc Capital Management Llc 9
Estabrook Capital Management 9
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 9
Ausbil Investment Management Ltd 9
Signature Wealth Management Group 8
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 8
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 8
Telemus Capital, Llc 8
Ferguson Wellman Capital Management, Inc 8
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 8
Wade G W & Inc 8
Symons Capital Management Inc 8
Basepoint Wealth LLC 8
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 8
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 8
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 8
Usaa Etf Trust 8
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 8
Indiana Trust & Investment Management CO 8
Daiwa SB Investments Ltd. 8
Highland Capital Management Lp 8
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 8
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 8
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 8
Pentwater Capital Management LP 8
Hilton Capital Management, LLC 8
Huber Capital Management LLC 8
Fulton Bank, N.a. 8
Artemis Investment Management LLP 8
LCFIX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett California Tax-Free Income Fund Class A 8
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 8
PharVision Advisers, LLC 8
J. Goldman & Co LP 8
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 8
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 8
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 8
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 8
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 8
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 8
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 8
Hanlon Investment Management, Inc. 8
Ironwood Financial, llc 8
Alpha Cubed Investments, LLC 8
Gyroscope Capital Management Group, Llc 8
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 8
Basso Capital Management, L.p. 8
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 8
EWG Elevate Inc. 8
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 8
Fairway Wealth LLC 8
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 8
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 8
Guerra Advisors Inc 8
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 8
Eii Capital Management, Inc. 8
CTC Alternative Strategies, Ltd. 8
Ruedi Wealth Management, Inc. 8
Oarsman Capital, Inc. 8
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 8
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 8
BOK Financial Private Wealth, Inc. 8
Hurley Capital, LLC 8
Buffington Mohr McNeal 8
FJ Investments, LLC 8
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 8
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 8
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 8
Stone House Investment Management, LLC 8
SBI Okasan Asset Management Co.Ltd. 8
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 8
Foster Dykema Cabot & Partners, Llc 8
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 8
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 8
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 8
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 8
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 8
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 8
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 8
Norway Savings Bank 8
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 8
Main Street Group, LTD 8
Etf Managers Group, Llc 8
Heritage Trust Co 8
CCSTX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Short-Term Municipal Fund Share class 8
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 8
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 8
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 8
Well Done, LLC 8
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 8
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 8
Wilmington Trust Investment Management, LLC 8
Wilmington Trust, National Association 8
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 8
Harbour Capital Advisors, LLC 8
SLPIX - Profunds - Small-cap Profund Investor Class 8
SpiderRock Advisors, LLC 8
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 8
Nuveen Fund Advisors, LLC 8
Sullivan, Bruyette, Speros & Blaney, LLC 8
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 8
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 8
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 8
Centennial Bank/AR/ 8
Spot Trading L.l.c. 8
Maple-Brown Abbott Ltd 8
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 8
BRUFX - Bruce Fund Inc - Bruce Fund 8
Abn Amro Investment Solutions 8
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 8
Ridgewood Investments LLC 8
Morton Community Bank 8
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 8
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 8
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 8
OLCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term California Municipal Fund Class A 8
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 8
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 8
SRTTX - SMA RELATIONSHIP TRUST - Series T 8
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 8
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 8
Aurora Investment Counsel 8
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 8
Cohen & Steers Capital Management Inc 8
Delaware Vip Trust - Delaware Vip Value Series Standard Class 8
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 8
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 8
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 8
MBE Wealth Management, LLC 8
Frazier Financial Advisors, LLC 8
Heartwood Wealth Advisors LLC 8
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 8
Gdl Fund 8
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 8
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 8
Pacifica Partners Inc. 8
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 8
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 8
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 8
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 8
Leelyn Smith, LLC 8
Savvy Advisors, Inc. 8
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 8
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 8
Banco BTG Pactual S.A. 8
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 8
Integrated Advisors Network LLC 8
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 8
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 8
Wsfs Capital Management, Llc 8
Ti-trust, Inc 8
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 8
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 8
Northern Oak Wealth Management Inc 8
YHB Investment Advisors, Inc. 8
Genesee Valley Trust Co 8
West Bancorporation Inc 8
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 8
Curi Wealth Management, LLC 8
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 8
Commonwealth Financial Services, LLC 8
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 8
Guardian Variable Products Trust - Guardian Global Utilities VIP Fund 8
IBMO - iSHARES TRUST - iShares iBonds Dec 2026 Term Muni Bond ETF 8
Keebeck Alpha, LP 8
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 8
Alpine Bank Wealth Management 8
Friedenthal Financial 8
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 8
Legacy Advisors, LLC 8
Demars Financial Group, LLC 8
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 8
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 8
Mairs & Power Inc 8
Custom Index Systems, Llc 8
Americana Partners, LLC 8
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 8
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 8
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 8
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 8
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 8
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 8
First National Bank Of Omaha 8
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 8
EPG Wealth Management LLC 8
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 8
Aprio Wealth Management, LLC 8
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 8
Fsb Premier Wealth Management, Inc. 8
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 8
Rocky Mountain Advisers, Llc 8
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 8
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 8
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 8
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 8
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF 8
Kapitalo Investimentos Ltda 8
Rodgers Brothers Inc. 8
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 8
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 8
ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF 8
Ruggie Capital Group 8
JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A 8
Prosperity Consulting Group, LLC 8
Cookson Peirce & Co Inc 8
Industrial Alliance Investment Management Inc. 8
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 8
Stephenson National Bank & Trust 8
Pacific Center for Financial Services 8
Wells Fargo Multi-sector Income Fund 8
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 8
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 8
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 8
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 8
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 8
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 8
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 8
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 8
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 8
BKM Wealth Management, LLC 8
Heartland Bank & Trust Co 8
Kimelman & Baird, LLC 8
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 8
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 8
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 8
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 8
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 8
VCSLX - VALIC Co I - Small Cap Index Fund 8
Sunrise Financial Services, LLC 8
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 8
Choate Investment Advisors 8
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 8
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 8
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 8
Fort, L.p. 8
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 8
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 8
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 8
Taconic Capital Advisors LP 8
Allianzgi Equity & Convertible Income Fund 8
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 8
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 8
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 8
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 8
Blackrock Muniyield Michigan Quality Fund, Inc. 8
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 8
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 8
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 8
Donaldson Capital Management, Llc 8
SVA Wealth Management, LLC 8
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 8
R&F Capital Advisors LP 8
Apella Capital, LLC 8
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 8
First Community Trust Na 8
Byrne Asset Management LLC 8
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 8
Thomas White International Ltd 8
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 8
First Foundation Advisors 8
OHIO NATIONAL FUND INC - ON Bond Portfolio 8
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 8
Kera Capital Partners, Inc. 8
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 8
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 8
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF 8
Union Bancaire Privee, UBP SA 8
SRB Corp 8
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 8
Charter Oak Capital Management, LLC 8
Clarus Wealth Advisors 8
TCG Advisory Services, LLC 8
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 8
Lebenthal Global Advisors, LLC 8
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 8
First Heartland Consultants, Inc. 8
Jump Trading, LLC 8
Profunds - Profund Vp Ultrasmall-cap 8
Profunds - Profund Vp Small-cap 8
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 8
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 8
Strategy Asset Managers Llc 8
Mutual Advisors, LLC 8
Santori & Peters, Inc. 8
CFS Investment Advisory Services, LLC 8
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 8
Altfest L J & Co Inc 8
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund 8
Norden Group Llc 8
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 8
Aevitas Wealth Management, Inc. 8
P Schoenfeld Asset Management Lp 8
Peoples Bank/KS 8
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 8
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 8
ShoreHaven Wealth Partners, LLC 8
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 8
Wealth Enhancement Trust Services, Inc. 8
Blackhawk Capital Partners LLC. 8
Gerber Kawasaki Wealth & Investment Management 8
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 8
Schooner Investment Group, LLC. 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 8
MainStreet Investment Advisors LLC 8
Cowa, Llc 8
Us Financial Advisors, Llc 8
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 8
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 8
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 8
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 8
Pin Oak Investment Advisors Inc 8
Paulson Wealth Management Inc. 8
MGIFX - Gallery Trust - MONDRIAN GLOBAL LISTED INFRASTRUCTURE FUND Mondrian Global Listed Infrastructure Fund 8
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 8
Marino, Stram & Associates Llc 8
Lockheed Martin Investment Management Co 8
West Financial Advisors, LLC 8
Horizon Funds - Centre Global Infrastructure Fund Investor Class 8
Kalos Management, Inc. 8
Halpern Financial, Inc. 8
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 8
VSDIX - Managed Portfolio Series - Securian AM Real Asset Income Fund Institutional Class Shares 8
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 8
Concentric Capital Strategies, LP 8
FirstMerit Bank N A Trustee 8
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 8
Athena Capital Advisors Llc 8
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 8
Quad-Cities Investment Group, LLC 8
West Family Investments, Inc. 8
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 8
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 8
Gupta Wealth Management LLC 8
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 8
BankPlus Trust Department 8
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 8
Cornerstone Advisory, LLC 8
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 8
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 8
New England Asset Management Inc 8
1st Source Bank 8
Naples Global Advisors, Llc 8
Canton Hathaway, LLC 8
Cornerstone Advisors Inc 8
Triad Wealth Partners, LLC 8
Kavar Capital Partners, LLC 8
Gabelli Equity Series Funds Inc 8
Impax Asset Management Group plc 8
Chelsea Counsel Co 8
Bell Rock Capital Llc 8
Wakefield Asset Management LLLP 8
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 8
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 8
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 8
Rockbridge Investment Management, LCC 8
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 8
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 8
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 8
Capital International Sarl 8
KARIX - Series Portfolios Trust - Kayne Anderson Renewable Infrastructure Fund Class I 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 8
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 8
Graves-Light Private Wealth Management, Inc. 8
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 8
Advisor OS, LLC 8
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 8
Concert Wealth Management Inc. 8
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 8
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 8
Enlightenment Research, LLC 8
Cherry Tree Wealth Management, LLC 8
Gwn Securities Inc. 8
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 8
IGF - iSHARES TRUST - iShares Global Infrastructure ETF 8
Hgk Asset Management Inc 8
IMG Wealth Management, Inc. 8
NCIRX - Nuveen Managed Accounts Portfolios Trust - Nuveen Core Impact Bond Managed Accounts Portfolio Common Shares 8
EA Series Trust 8
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 8
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 8
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 8
Carnegie Capital Asset Management, LLC 8
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 8
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 8
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 8
Paradigm Financial Partners, Llc 8
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 8
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 8
Tuttle Tactical Management LLC 8
Waddell & Reed Financial Inc 8
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 8
Tennessee Valley Asset Management Partners 8
Credential Qtrade Securities Inc. 8
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 8
Flagship Wealth Advisors, Llc 8
Monroe Bank & Trust/mi 8
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 8
Ostrum Asset Management U.s., Llc 8
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 8
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 8
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 8
Camelot Portfolios, LLC 8
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 8
Rothschild Investment Corp /il 8
PENN SERIES FUNDS INC - Quality Bond Fund 8
PENN SERIES FUNDS INC - Small Cap Index Fund 8
PENN SERIES FUNDS INC - Developed International Index Fund 8
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 8
Coastline Trust Co 8
Klp Kapitalforvaltning As 8
Ritter Daniher Financial Advisory LLC / DE 8
BlackRock ETF Trust - iShares Infrastructure Active ETF 8
Axxcess Wealth Management, Llc 8
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 8
Corbenic Partners LLC 8
Brandywine Oak Private Wealth Llc 8
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 8
Osborne Partners Capital Management, Llc 8
Lynch & Associates/in 8
L & S Advisors Inc 8
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 8
W.G. Shaheen & Associates DBA Whitney & Co 8
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 8
FUKOKU MUTUAL LIFE INSURANCE Co 8
Prentiss Smith & Co Inc 8
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 8
Sagewood Asset Management LP 8
Integrity Alliance, Llc. 8
Eagle Global Advisors Llc 8
Edge Asset Management, Inc 8
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 8
RDA Financial Network 8
Nicolet Bankshares Inc 8
TAP Consulting, LLC 8
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 8
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 8
Linden Advisors Lp 8
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 8
TradeLink Global Equity LLC 8
Flinton Capital Management LLC 8
Salt Funds Trust 8
Barrow Hanley Mewhinney & Strauss Llc 8
Arden Trust Co 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 8
NorthCoast Asset Management LLC 8
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 8
Imprint Wealth LLC 8
Sound View Wealth Advisors Group, LLC 8
Drive Wealth Management, Llc 8
Bank Of Hawaii 8
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 8
Vanguard Windsor Funds 8
Beese Fulmer Investment Management, Inc. 8
Somerset Trust Co 8
Rockefeller Financial Services Inc 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 8
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 8
Nippon Life Insurance Co 8
Annex Advisory Services, LLC 8
Whitnell & Co. 8
TCF National Bank 8
Creative Capital Management Investments LLC 8
Isthmus Partners, Llc 8
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 8
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 8
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 8
Pacitti Group Inc. 8
Blackrock Corporate High Yield Fund, Inc. 8
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 8
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 8
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 8
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 8
Busey Wealth Management 8
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 8
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 8
Cordasco Financial Network 8
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 8
Daymark Wealth Partners, Llc 8
Mediolanum International Funds Ltd 8
Keel Point, LLC 8
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 8
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 8
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 8
Litman Gregory Asset Management LLC 8
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 8
Paragon Capital Management Ltd 8
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 8
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 8
Catawba Capital Management /va 8
Central Pacific Bank - Trust Division 8
Geneva Advisors, LLC 8
Old Point Trust & Financial Services N A 8
Stoneridge Investment Partners Llc 8
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 8
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 8
Dynamic Advisor Solutions LLC 8
King Luther Capital Management Corp 8
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 8
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 8
Greenline Wealth Management LLC 8
River Wealth Advisors LLC 8
McGlone Suttner Wealth Management, Inc. 8
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 8
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 8
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 7
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 7
Clear Investment Research, Llc 7
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 7
RE Dickinson Investment Advisors, LLC 7
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 7
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 7
Dfpg Investments, Llc 7
Weaver C. Barksdale & Associates, Inc. 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 7
Union Savings Bank 7
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 7
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 7
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 7
Bedrijfstakpensioenfonds Voor De Media Pno 7
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 7
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 7
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 7
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 7
Hudson Valley Investment Advisors Inc /adv 7
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 7
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 7
PointState Capital LP 7
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 7
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 7
StellarOne CORP 7
Greykasell Wealth Strategies, Inc. 7
Financial Connections Group, Inc. 7
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 7
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 7
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 7
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 7
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF 7
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 7
Bancroft Fund Ltd 7
Miracle Mile Advisors, LLC 7
Hilton Head Capital Partners, LLC 7
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 7
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 7
POM Investment Strategies, LLC 7
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 7
Homrich & Berg 7
IWM - iSHARES TRUST - iShares Russell 2000 ETF 7
Israel Discount Bank of New York 7
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 7
NCAAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Municipal Bond Fund - Class A 7
Avidian Wealth Solutions, LLC 7
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 7
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 7
Fiduciary Alliance LLC 7
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 7
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 7
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 7
3 Factor Indexing, Llc 7
Lowe Wealth Advisors, LLC 7
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 7
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 7
Global Financial Private Capital, LLC 7
Kornitzer Capital Management Inc /ks 7
Rs Investment Trust 7
Hatteras Funds, LLC 7
Great Lakes Retirement, Inc. 7
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 7
Stiles Financial Services Inc 7
Bank Of Nova Scotia Trust Co 7
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 7
Globeflex Capital L P 7
NorthCrest Asset Manangement, LLC 7
Hanseatic Management Services Inc 7
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 7
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 7
Sanibel Captiva Trust Company, Inc. 7
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 7
Blackrock Multi-sector Income Trust 7
Spectrum Management Group, LLC 7
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 7
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 7
Smith, Moore & Co. 7
Quattro Advisors LLC 7
Retirement Planning Co of New England, Inc. 7
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 7
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 7
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 7
Eaton Financial Holdings Company, LLC 7
International Private Wealth Advisors LLC 7
Strategic Wealth Advisors Group, LLC 7
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 7
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 7
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 7
American Independence Funds Trust 7
Optas, LLC 7
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 7
Headinvest, Llc 7
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 7
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 7
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 7
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 7
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 7
Endurance Wealth Management, Inc. 7
Hartline Investment Corp/ 7
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 7
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 7
Beacon Investment Advisory Services, Inc. 7
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 7
Legacy Investment Solutions, LLC 7
Cowen Prime Services LLC 7
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 7
Xtx Markets Llc 7
Congress Wealth Management LLC / DE / 7
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 7
Apriem Advisors 7
Bellevue Asset Management, Llc 7
N.E.W. Advisory Services LLC 7
Farmers & Merchants Trust Co of Long Beach 7
Luken Investment Analytics, LLC 7
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 7
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 7
Advocacy Wealth Management Services, LLC 7
BFOR - ALPS ETF Trust - Barron's 400 ETF 7
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 7
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF 7
DLD Asset Management, LP 7
Pure Financial Advisors, Inc. 7
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 7
Peterson Financial Group, Inc. 7
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 7
Eisler Capital (UK) Ltd. 7
Carmel Capital Partners, LLC 7
Palisade Capital Management Llc/nj 7
Investment Research & Advisory Group, Inc. 7
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 7
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 7
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 7
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 7
PRXCX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price California Tax-Free Bond Fund 7
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 7
Fairman Group, LLC 7
CapWealth Advisors, LLC 7
Pathway Financial Advisers, LLC 7
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 7
VSM Wealth Advisory, LLC 7
Kiker Wealth Management, LLC 7
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 7
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 7
Aware Super Pty Ltd as trustee of Aware Super 7
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 7
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 7
SkyView Investment Advisors, LLC 7
Lion Street Advisors, LLC 7
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 7
Putnam ETF Trust - Putnam ESG Core Bond ETF - 7
L2 Asset Management, LLC 7
AT Bancorp 7
Cornerstone Advisors, LLC 7
CT Financial Advisors LLC 7
Eaton Vance Tax Advantaged Global Dividend Income Fund 7
Wayfinding Financial, LLC 7
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 7
Financial Engines Advisors L.L.C. 7
Mpwm Advisory Solutions, Llc 7
Dalton Greiner Hartman Maher & Co 7
SHM - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Short Term Municipal Bond ETF 7
Carnick & Kubik, LLC 7
John Hancock Tax-advantaged Global Shareholder Yield Fund 7
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 7
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 7
Mesirow Financial Investment Management, Inc. 7
Atlas Private Wealth Management 7
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 7
IronBridge Private Wealth, LLC 7
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 7
VitalStone Financial, LLC 7
PENN SERIES FUNDS INC - Mid Core Value Fund 7
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 7
Summit Wealth Group, LLC 7
Klingman & Associates, LLC 7
Stock Yards Bank & Trust Co 7
Capital Wealth Planning, LLC 7
VCULX - VALIC Co I - Growth Fund 7
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 7
Wellington Shields Capital Management, LLC 7
Wood Tarver Financial Group, LLC 7
Wellington Shields & Co., LLC 7
BCHYX - American Century California Tax Free & Municipal Funds - California High-yield Municipal Fund Investor Class 7
Capital Financial Planning, LLC 7
Ardsley Advisory Partners Lp 7
Mathes Company, Inc. 7
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 7
Park Square Financial Group, LLC 7
MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A 7
Alpine Associates Management Inc. 7
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 7
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 7
Physicians Financial Services, Inc. 7
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 7
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 7
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 7
CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class 7
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 7
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 7
Triangle Securities Wealth Management 7
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 7
GFG Capital, LLC 7
Argentus Capital Management, LLC 7
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 7
Brookfield Public Securities Group LLC 7
Signature Resources Capital Management, LLC 7
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 7
AlphaStar Capital Management, LLC 7
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 7
Winfield Associates, Inc. 7
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 7
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 7
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 7
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 7
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 7
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 7
DRCAX - BNY MELLON CALIFORNIA AMT-FREE MUNICIPAL BOND FUND, INC. - BNY Mellon California AMT-Free Municipal Bond Fund, Inc. Class Z 7
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 7
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 7
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 7
Reuter James Wealth Management, Llc 7
Biltmore Capital Advisors LLC 7
Surevest, LLC 7
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 7
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 7
BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities Fund Investor A 7
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 7
Strive Financial Group ,LLC 7
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 7
STXG - EA Series Trust - Strive 1000 Growth ETF 7
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 7
Proffitt & Goodson Inc 7
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 7
Peoples Financial Services Corp. 7
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 7
ORG Wealth Partners, LLC 7
MMIFX - FEDERATED MUNICIPAL SECURITIES INCOME TRUST - Federated Michigan Intermediate Municipal Trust Class A Shares 7
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 7
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 7
Atticus Wealth Management, Llc 7
Holos Integrated Wealth LLC 7
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 7
Canandaigua National Bank & Trust Co 7
Garde Capital, Inc. 7
SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A 7
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 7
Icc Capital Management Inc/ 7
Verdence Capital Advisors LLC 7
Marietta Investment Partners Llc 7
EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A 7
ROSS\JOHNSON & Associates LLC 7
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 7
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 7
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 7
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 7
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 7
Coston, McIsaac & Partners 7
Smith Asset Management Group Lp 7
ID Management A/S 7
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 7
Truepoint, Inc. 7
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 7
FMSIX - FRONTIER FUNDS, INC. - Frontier MFG Select Infrastructure Fund Institutional Class Shares 7
SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A 7
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 7
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 7
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 7
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 7
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 7
Olistico Wealth, LLC 7
TACAX - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND Class A 7
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 7
Patriot Investment Management Inc. 7
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 7
Edgemoor Investment Advisors, Inc. 7
Elevation Series Trust - The Disciplined Growth Investors Fund 7
Estate Planners Group, LLC 7
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 7
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 7
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 7
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 7
JPICX - JPMorgan Trust I - JPMorgan California Tax Free Bond Fund Class I 7
Nicolet Advisory Services, Llc 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 7
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 7
VMAX - Lattice Strategies Trust - Hartford US Value ETF 7
Eisler Capital Management Ltd. 7
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 7
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 7
YOKE - EA Series Trust - Yoke Core ETF 7
Lmcg Investments, Llc 7
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 7
Mission Wealth Management, Lp 7
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 7
Advanced Portfolio Management, LLC 7
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 7
Badgley Phelps Wealth Managers, LLC 7
Paradigm, Strategies in Wealth Management, LLC 7
Sumitomo Life Insurance Co 7
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 7
Munder Capital Management 7
Brave Asset Management Inc 7
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 7
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares 7
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 7
Meridian Wealth Management, LLC 7
Roosevelt Investment Group Llc 7
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 7
AXS Investments LLC 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 7
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 7
NSIDX - Northern Funds - Northern Small Cap Index Fund 7
Investors Capital Advisory Services 7
Tounjian Advisory Partners, Llc 7
Red Door Wealth Management, LLC 7
Jackson Real Assets Fund 7
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 7
Elm Advisors, Llc 7
Pegasus Partners Ltd. 7
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 7
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 7
Alerus Investment Advisors Corp 7
Stonehill Capital Management Llc 7
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 7
Ionic Capital Management LLC 7
Philadelphia Trust Co 7
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 7
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 7
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 7
OneAscent Financial Services LLC 7
RNWZ - Listed Funds Trust - TrueShares Eagle Global Renewable Energy Income ETF 7
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 7
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 7
Alerus Financial Na 7
Carret Asset Management, Llc 7
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 7
Cantor Fitzgerald Sustainable Infrastructure Fund 7
Richards, Merrill & Peterson, Inc. 7
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 7
Focus Financial Network, Inc. 7
LGPIX - Profunds - Large-cap Growth Profund Investor Class 7
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 7
BSBAX - Northern Funds - Northern Short Bond Fund 7
SECOR Capital Advisors, LP 7
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 7
Bfsg, Llc 7
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 7
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 7
Walker Asset Management, LLC 7
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 7
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 7
Acorn Wealth Advisors, LLC 7
Weil Company, Inc. 7
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 7
Raab & Moskowitz Asset Management LLC 7
Bank & Trust Co 7
LVL - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Dividend Opportunities Index ETF 7
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 7
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 7
Grey Fox Wealth Advisors, LLC 7
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 7
Genesis Wealth Advisors, LLC 7
Bank Of The West 7
Cornerstone Strategic Value Fund Inc 7
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 7
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 7
PDS Planning, Inc 7
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 7
Kiley Juergens Wealth Management, Llc 7
Osborn Rohs Williams & Donohoe Ltd 7
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 7
ENDW - EA Series Trust - Cambria Endowment Style ETF 7
Cyrus J. Lawrence, LLC 7
Aft, Forsyth & Company, Inc. 7
Lakeview Capital Partners, LLC 7
Ballew Advisors, Inc 7
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 7
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 7
Sankala Group LLC 7
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 7
Cornerstone Total Return Fund Inc 7
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 7
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 7
Mondrian Investment Partners LTD 7
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 7
PPM Funds - PPM High Yield Core Fund (Inst) 7
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 7
Hager Investment Management Services, Llc 7
Madden Advisory Services, Inc. 7
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 7
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 7
Burleson & Company, LLC 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 7
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A 7
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 7
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 7
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A 7
Hazlett, Burt & Watson, Inc. 7
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 7
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 7
Quaero Capital S.A. 7
Granite FO LLC 7
Redwood Investment Management, Llc 7
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 7
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 7
Fox Hill Wealth Management 7
Farallon Capital Management Llc 7
Uncommon Cents Investing LLC 7
Taylor Hoffman Wealth Management 7
Reby Advisors, LLC 7
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 7
F3Logic, LLC 7
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 7
Tower View Investment Management & Research LLC 7
Courier Capital Llc 7
Profunds - Profund Vp Large-cap Growth 7
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 7
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 7
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 7
Simmons Bank 7
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 7
Altus Wealth Group LLC 7
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 7
Davidson Kempner Capital Management Lp 7
Crews Bank & Trust 7
Financial Synergies Wealth Advisors, Inc. 7
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 7
Clear Harbor Asset Management, LLC 7
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF 7
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 7
Turner Investments, L.p. 7
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 7
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 7
Elmwood Wealth Management, Inc. 7
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 7
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 7
Synergy Financial Management, LLC 7
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 7
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 7
IFS Advisors, LLC 7
Virtus Total Return Fund 7
McElhenny Sheffield Capital Management, LLC 7
Franklin Templeton ETF Trust - Western Asset Bond ETF 7
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 7
Lenox Wealth Management, Inc. 7
Ellsworth Growth & Income Fund Ltd 7
Gables Capital Management Inc. 7
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 7
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 7
Medallion Wealth Advisors, LLC 7
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 7
Advyzon Investment Management, LLC 7
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 7
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 7
Bahl & Gaynor Inc 7
Eaton Vance Tax-managed Buy-write Income Fund 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 7
Dean Capital Management 7
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 7
Marshwinds Advisory Co 7
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 7
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 7
ACVF - ETF Opportunities Trust - American Conservative Values ETF 7
Mystic Asset Management, Inc. 7
Knights of Columbus Asset Advisors LLC 7
EFG International AG 7
PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional 7
PFG Advisors 7
PCDIX - PIMCO FUNDS - PIMCO California Short Duration Municipal Income Fund Institutional 7
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 7
MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class 7
CCRV - iShares U.S. ETF Trust - iShares Commodity Curve Carry Strategy ETF 7
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 7
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 7
Brand Asset Management Group, Inc. 7
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 7
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 7
Systematic Portfolios LLC 7
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 7
Guardian Capital Lp 7
Sittner & Nelson, Llc 7
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 7
Pflug Koory, LLC 7
Spark Investment Management LLC 7
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 7
Capital Directions Investment Advisors, LLC 7
Equitable Trust Co 7
Baader Bank INC 7
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 7
PPNAX - PUTNAM TAX FREE INCOME TRUST - Putnam AMT-Free Municipal Fund Class C Shares 7
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 7
Wright Investors Service Inc 7
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 7
Allstate Investment Management Co 7
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 7
Generali Investments CEE, investicni spolecnost, a.s. 7
Sanders Morris Harris Llc 7
Advisors Capital Management, LLC 7
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 7
Green Square Capital Advisors Llc 7
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 7
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 7
Engine No. 1 Llc 7
Azimuth Capital Management LLC 7
JDM Financial Group LLC 7
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 7
Graypoint LLC 7
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 7
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 7
Meramec Financial Planners, LLC 7
Beach Investment Counsel Inc/pa 7
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 7
Groupama Asset Managment 7
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 7
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 7
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 7
Lifeworks Advisors, LLC 7
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 7
Planning Capital Management Corp 7
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 7
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 7
Intersect Capital LLC 7
TRANSAMERICA FUNDS - Transamerica Total Return I2 7
Fortitude Advisory Group L.L.C. 7
Millburn Ridgefield Corp 7
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 7
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 7
Redhawk Wealth Advisors, Inc. 7
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 7
Sourcerock Group LLC 7
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 7
Gunpowder Capital Management, LLC dba Oliver Wealth Management 7
Nuveen Core Plus Impact Fund 7
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 7
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 7
Jnl Series Trust - Jnl/mellon International Index Fund (a) 7
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 7
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 7
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 7
PPM Funds - PPM Floating Rate Income Fund (Inst) 7
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 7
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 7
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 7
NinePointTwo Capital 7
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 7
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 6
BILD - Macquarie ETF Trust - Macquarie Global Listed Infrastructure ETF 6
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 6
Capital World Growth & Income Fund 6
GSB Wealth Management, LLC 6
Voisard Asset Management Group, Inc. 6
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 6
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 6
Shepherd Financial Partners LLC 6
Intellectus Partners, LLC 6
Sivia Capital Partners, LLC 6
Sustainable Insight Capital Management, LLC 6
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 6
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 6
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 6
Good Life Advisors, LLC 6
Northwest Quadrant Wealth Management, LLC 6
Kettle Hill Capital Management, Llc 6
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 6
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 6
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock National Municipal Fund Investor A 6
ANTIPODES PARTNERS Ltd 6
Diversify Wealth Management, Llc 6
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 6
Midland Wealth Advisors Llc 6
Arvest Trust Co N A 6
Transform Wealth, LLC 6
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 6
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 6
Delta Global Management LP 6
Archipel Asset Management AB 6
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 6
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 6
Cannon Financial Strategists, Inc. 6
Tortoise Power & Energy Infrastructure Fund Inc 6
Abich Financial Wealth Management LLC 6
Kayne Anderson Midstream/energy Fund, Inc. 6
Legg Mason Investment Counsel & Trust Co., N.A. 6
Virtus Total Return Fund Inc. 6
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 6
Baillie Gifford & Co 6
RSSL - Global X Funds - Global X Russell 2000 ETF 6
ABASX - AB TRUST - AB Discovery Value Fund Class A 6
Jag Capital Management, Llc 6
Sumit Capital, Llc 6
Net Worth Advisory Group 6
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 6
Cohen & Steers Mlp Income & Energy Opportunity Fund 6
Everpar Advisors Llc 6
Global Income Builder Portfolio - Global Income Builder Portfolio 6
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 6
KLCM Advisors, Inc. 6
Westfuller Advisors, LLC 6
VCSVX - VALIC Co II - Small Cap Value Fund 6
Ronald Blue & Co Llc 6
South Texas Money Management Ltd 6
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 6
St. Louis Trust Co 6
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 6
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 6
First Trust Intermediate Duration Preferred & Income Fund 6
Nations Financial Group Inc, /ia/ /adv 6
Chubb Corp 6
Diversified Enterprises, LLC 6
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 6
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 6
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 6
Clough Global Dividend & Income Fund 6
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 6
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 6
Forward Management, LLC 6
Quinn Opportunity Partners LLC 6
Coastal Bridge Advisors, LLC 6
Kelly Lawrence W & Associates Inc/ca 6
Opera Trading Capital 6
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 6
Jamison Private Wealth Management, Inc. 6
Independent Solutions Wealth Management, LLC 6
Williams Jones & Associates LLC 6
Wealthsource Partners, Llc 6
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 6
Cramer Rosenthal Mcglynn Llc 6
Ridgeworth Funds 6
Oslo Pensjonsforsikring AS 6
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 6
Oppenheimer Global Strategic Income Fund 6
Eventide Asset Management, Llc 6
High Point Wealth Management, LLC 6
CQS Cayman LP 6
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 6
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 6
PFS Partners, LLC 6
Folger Nolan Fleming Douglas Capital Management, Inc 6
Cypress Wealth Services, LLC 6
Monument Capital Management 6
Godshalk Welsh Capital Management, Inc. 6
Dominick & Dominick LLC 6
DeDora Capital, Inc. 6
Ford Financial Group, LLC 6
Carillon Tower Advisers, Inc. 6
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 6
Parisi Gray Wealth Management 6
Wrapmanager Inc 6
Chartwell Investment Partners/pa 6
Buck Wealth Strategies, LLC 6
180 Wealth Advisors, Llc 6
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 6
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 6
Godsey & Gibb Associates 6
Premia Global Advisors, Llc 6
Pfs Investments Inc. 6
Cowen And Company, Llc 6
Mint Tower Capital Management B.V. 6
Armbruster Capital Management, Inc. 6
OmniStar Financial Group, Inc. 6
Rossmore Private Capital 6
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 6
Ankerstar Wealth, LLC 6
Hc Financial Advisors Inc 6
PIMCO Dynamic Income Opportunities Fund 6
Silvant Capital Management LLC 6
Boston Trust Walden Corp 6
Rowland & Co Investment Counsel/adv 6
Boenning & Scattergood, Inc. 6
Cozad Asset Management Inc 6
SPX Equities Gestao de Recursos Ltda 6
Fidelity Multi-Strategy Credit Fund 6
Hopwood Financial Services, Inc. 6
Investment Counselors Of Maryland Llc 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 6
Frontier Wealth Management LLC 6
Cooper Financial Group 6
Bravera Wealth 6
Lavaca Capital Llc 6
Bank of Kentucky, Inc. 6
VTES - VANGUARD WELLINGTON FUND - Vanguard Short-Term Tax-Exempt Bond ETF ETF Shares 6
Tcg Advisors, Lp 6
Strategic Investment Advisors / MI 6
Blume Capital Management, Inc. 6
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 6
Stratos Wealth Advisors, LLC 6
TrinityPoint Wealth, LLC 6
Thoroughbred Financial Services, Llc 6
Innealta Capital, Llc 6
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I 6
Dagco, Inc. 6
Harvest Investment Services, LLC 6
Meridian Wealth Advisors, LLC 6
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 6
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 6
Alpha Quant Advisors, Llc 6
Cynosure Management, Llc 6
Peregrine Asset Advisers, Inc. 6
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 6
Clifford Swan Investment Counsel Llc 6
WealthStone, Inc. 6
Redwood Park Advisors LLC 6
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 6
Enterprise Trust & Investment Co 6
Hills Bank & Trust Co 6
Barrett & Company, Inc. 6
Capital International Inc /ca/ 6
Empire Financial Management Company, LLC 6
Laurel Oak Wealth Management, Llc 6
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 6
Founders Financial Securities Llc 6
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 6
Heartland Advisors Inc 6
AUNAX - AB BOND FUND, INC. - AB Municipal Bond Inflation Strategy Class A 6
JTISX - JPMorgan Trust I - JPMorgan High Yield Municipal Fund Class I 6
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 6
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 6
PNC Managed Account Solutions, Inc. 6
Lucus Advisors Llc 6
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 6
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 6
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 6
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 6
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 6
NOLVX - Northern Funds - Northern Large Cap Value Fund 6
NOINX - Northern Funds - Northern International Equity Index Fund 6
NOIEX - Northern Funds - Northern Income Equity Fund 6
United Asset Strategies, Inc. 6
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 6
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 6
NINE MASTS CAPITAL Ltd 6
Reyes Financial Architecture, Inc. 6
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 6
Trust Investment Advisors 6
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 6
Advanced Series Trust - Ast Small-cap Growth Portfolio 6
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 6
Coppell Advisory Solutions Corp. 6
Foster & Motley Inc 6
Advanced Series Trust - Ast International Value Portfolio 6
Groupe la Francaise 6
Advanced Series Trust - Ast Small-cap Value Portfolio 6
One Capital Management, LLC 6
Callan Capital, LLC 6
Opus Capital Group, LLC 6
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 6
Vennlight Capital Management, LP 6
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 6
Nwam Llc 6
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 6
Df Dent & Co Inc 6
Gallo Partners, LP 6
Kassirer Asset Management Corp 6
Monashee Investment Management LLC 6
JEUTX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Utilities Trust NAV 6
Richard C. Young & CO., LTD. 6
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 6
AMG National Trust Bank 6
Palo Capital, Inc. 6
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6
Modera Wealth Management, LLC 6
Beacon Financial Group 6
Brown Advisory Securities, LLC 6
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 6
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 6
Texas Capital Bancshares Inc/tx 6
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 6
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 6
West Oak Capital, LLC 6
Aspiriant, Llc 6
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 6
Acumen Wealth Advisors, LLC 6
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 6
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 6
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 6
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 6
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 6
Cullinan Associates Inc 6
LifeWealth Investments, LLC 6
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 6
Capital City Trust Co/fl 6
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 6
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 6
St. Johns Investment Management Company, LLC 6
Quotient Investors, LLC 6
Lodestone Wealth Management LLC 6
Franklin Street Advisors Inc /nc 6
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 6
CNRG - SPDR SERIES TRUST - SPDR S&P Kensho Clean Power ETF 6
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 6
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 6
Schaper Benz & Wise Investment Counsel Inc/wi 6
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 6
Parasol Investment Management, LLC 6
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 6
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 6
Neville Rodie & Shaw Inc 6
Kwmg, Llc 6
B.O.S.S. Retirement Advisors, LLC 6
Soroban Capital Partners LP 6
Context Capital Management, LLC 6
New England Capital Financial Advisors LLC 6
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 6
Sabal Trust CO 6
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 6
Farmers Trust Co 6
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 6
PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class 6
Financial Advantage, Inc. 6
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 6
WealthTrust Fairport, LLC 6
Bennicas & Associates, Inc. 6
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 6
TIABX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark International Core Equity Fund Institutional Class 6
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 6
TCPAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Impact Bond Fund Class A 6
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 6
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 6
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 6
Global Wealth Strategies & Associates 6
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 6
Fort Pitt Capital Group, Llc 6
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 6
Oxbow Advisors, LLC 6
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 6
General Partner, Inc. 6
Baltimore-Washington Financial Advisors, Inc. 6
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF 6
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 6
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 6
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 6
Mangrove Partners 6
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 6
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 6
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 6
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 6
Hedeker Wealth, LLC 6
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 6
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 6
Roble, Belko & Company, Inc 6
Waldron Private Wealth LLC 6
Solaris Asset Management Llc 6
ProVise Management Group, LLC 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 6
Essential Planning, LLC. 6
TIG Advisors, LLC 6
Schechter Investment Advisors, LLC 6
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 6
MML Series Investment Fund II - MML Asset Momentum Fund Class II 6
Reinhart Partners, Inc. 6
Kovitz Investment Group, LLC 6
Odyssean, LLC 6
Innovative Asset Advisors Group, LLC 6
Quantum Capital Management 6
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 6
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 6
Jet Capital Investors L P 6
Lombard Odier Asset Management (USA) Corp 6
WealthPlan Investment Management, LLC 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 6
ASR Vermogensbeheer N.V. 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 6
Vicus Capital 6
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 6
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 6
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 6
Eagle Ridge Investment Management 6
ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF 6
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 6
Grimes & Company, Inc. 6
Capital Management Associates /ny/ 6
Tradewinds, LLC. 6
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 6
Prosperity Bancshares Inc 6
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 6
Azimuth Capital Investment Management LLC 6
Obermeyer Wood Investment Counsel, Lllp 6
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 6
PUTNAM FUNDS TRUST - Putnam Short-Term Municipal Income Fund CLASS A 6
Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF 6
Drake & Associates, LLC 6
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 6
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 6
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 6
Deprince Race & Zollo Inc 6
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 6
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 6
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 6
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 6
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 6
Allianz Se 6
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 6
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 6
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 6
Montecito Bank & Trust 6
VSL - ETF Series Solutions - Volshares Large Cap ETF 6
Genworth Financial Inc 6
Heritage Financial Services, LLC 6
Penseco Financial Services Corp 6
LBA Wealth Management, LLC 6
XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF 6
Iat Reinsurance Co Ltd. 6
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 6
Praesidis Advisors LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 6
GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I 6
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 6
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 6
Shine Investment Advisory Services Inc 6
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 6
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 6
RBB FUND, INC. - Adara Smaller Companies Fund 6
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 6
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 6
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 6
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 6
PCIMX - PIMCO FUNDS - PIMCO California Intermediate Municipal Bond Fund Institutional 6
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 6
Nuveen Dynamic Municipal Opportunities Fund 6
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 6
Fwl Investment Management, Llc 6
Crescent Capital Consulting, LLC 6
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 6
Centennial Wealth Advisory LLC 6
MTM Investment Management, LLC 6
Diversified, LLC 6
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 6
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 6
1620 Investment Advisors, Inc. 6
Resurgent Financial Advisors LLC 6
Legacy Financial Group LLC 6
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 6
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 6
SILVER OAK SECURITIES, Inc 6
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 6
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 6
Stableford Capital Ii Llc 6
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 6
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 6
IEYAX - IVY FUNDS - Ivy Energy Fund Class A 6
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 6
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 6
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 6
ATLAS Infrastructure Partners (UK) Ltd. 6
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 6
Baker Tilly Financial, Llc 6
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 6
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 6
Safeguard Financial, LLC 6
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 6
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 6
CPRFX - MUTUAL FUND SERIES TRUST - Camelot Premium Return Fund Class A 6
Phoenix Wealth Advisors 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 6
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 6
OneAscent Wealth Management LLC 6
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 6
Birchbrook, Inc. 6
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 6
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 6
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 6
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 6
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 6
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares 6
Sterling Financial Planning, Inc. 6
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 6
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 6
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 6
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 6
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 6
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 6
SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A 6
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 6
Annapolis Financial Services, LLC 6
ITCAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate Maturity California Municipals Fund Class A 6
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 6
KAMES CAPITAL plc 6
Gerstein Fisher 6
Alphagen Securities Llc 6
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 6
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 6
Mcdonald Partners Llc 6
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 6
Pax World Management Llc 6
MBEQX - M FUND INC - M International Equity Fund 6
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 6
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 6
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 6
Walled Lake Planning & Wealth Management, Llc 6
Caas Capital Management Lp 6
Dearborn Partners Llc 6
Woodward Diversified Capital, Llc 6
MGVAX - MAINSTAY FUNDS - MainStay MacKay Infrastructure Bond Fund Class A 6
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 6
MTBAX - MAINSTAY FUNDS - MainStay MacKay Tax Free Bond Fund Class A 6
FMUN - Fidelity Merrimack Street Trust - Fidelity Systematic Municipal Bond Index ETF 6
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 6
Tower Bridge Advisors 6
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 6
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 6
DHJJ Financial Advisors, Ltd. 6
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 6
Alpha DNA Investment Management LLC 6
Magnolia Wealth Management, LLC 6
Kb Financial Partners, Llc 6
Connor Clark & Lunn Investment Management Ltd 6
Bruce & Co., Inc. 6
Simply Money Advisors 6
F/M Investments LLC 6
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 6
Western Pacific Wealth Management, LP 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 6
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 6
Cobiz Investment Management, Llc 6
CTC Capital Management, LLC 6
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 6
Alpha Family Trust 6
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 6
HighMark Wealth Management LLC 6
Sowa Financial Group, Inc. 6
Filbrandt Wealth Management, LLC 6
RMR Wealth Builders 6
Fifth Lane Capital, Lp 6
BMQIX - BAIRD FUNDS INC - Baird Municipal Bond Fund Institutional 6
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 6
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 6
Cypress Capital Management Llc 6
FLP Wealth Management, LLC 6
Maryland Capital Management 6
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 6
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 6
Stonegate Investment Group, LLC 6
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 6
National Penn Investors Trust Co /pa 6
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 6
Aquila Investment Management LLC 6
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 6
Lionsbridge Wealth Management LLC 6
Resonant Capital Advisors, LLC 6
Volterra Technologies LP 6
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 6
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 6
Ballast Advisors Llc 6
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 6
Haverford Trust Co 6
Norwood Financial Corp 6
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 6
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 6
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 6
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 6
Capital Wealth Alliance, LLC 6
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 6
CWS Financial Advisors, LLC 6
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 6
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 6
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 6
Thrivent Core Funds - Thrivent Core International Equity Fund 6
Aviance Capital Partners, LLC 6
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 6
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 6
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 6
DGS Capital Management, LLC 6
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 6
Baron Silver Stevens Financial Advisors, Llc 6
HBC Financial Services, PLLC 6
Professional Financial Advisors, LLC 6
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 6
Houlihan Financial Resource Group, Ltd. 6
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 6
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 6
IBMJ - iSHARES TRUST - iShares iBonds Dec 2021 Term Muni Bond ETF 6
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 6
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 6
Everhart Financial Group, Inc. 6
ESL Trust Services, LLC 6
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 6
Lord Abbett Credit Opportunities Fund 6
CLMPX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic California Municipal Income Fund Class A 6
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 6
Capital Square, LLC 6
BNE - ETF Series Solutions - Blue Horizon BNE ETF 6
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 6
NACMX - COLUMBIA FUNDS SERIES TRUST - Columbia California Intermediate Municipal Bond Fund Class A 6
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 6
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 6
Howard Wealth Management, Llc 6
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 6
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 6
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 6
Piscataqua Savings Bank 6
SkyOak Wealth, LLC 6
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 6
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 6
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 6
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 6
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 6
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 6
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 6
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 6
North Star Asset Management Inc 6
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A 6
STFGX - Advisers Investment Trust - State Farm Growth Fund 6
Connectus Wealth, LLC 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A 6
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 6
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 6
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 6
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 6
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 6
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 6
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 6
Studio Investment Management Llc 6
Scout Investments, Inc. 6
Y.D. More Investments Ltd 6
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 6
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 6
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 6
BSMR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 6
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 6
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 6
Linscomb & Williams, Inc. 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 6
Stevens First Principles Investment Advisors 6
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 6
55i, Llc 6
Ashfield Capital Partners, LLC 6
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 6
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 6
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 6
PFG Private Wealth Management, LLC 6
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 6
AdvisorShares Investments LLC 6
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 6
BW Gestao de Investimentos Ltda. 6
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 6
MOTMX - BNY MELLON FUNDS TRUST - BNY Mellon Municipal Opportunities Fund Class M 6
JNL SERIES TRUST - JNL International Index Fund (I) 6
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I 6
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
SBDAX - SEI TAX EXEMPT TRUST - STET CALIFORNIA MUNICIPAL BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 6
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 6
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 6
ALTY - Global X Funds - Global X SuperDividend Alternatives ETF 6
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 6
Accident Compensation Corp 6
Forum Funds 6
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 6
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 6
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 6
M&G Plc 6
Oppenheimer Capital Income Fund 6
Blueline Advisors Llc 6
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 6
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 6
Townsend & Associates, Inc 6
Blackrock Municipal 2030 Target Term Trust 6
Deerfield Management Company, L.p. (series C) 6
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 6
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 6
Ada Investment Management, LP 6
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 6
Security National Bank 6
American Financial Network Advisory Services Llc 6
Bramshill Investments, LLC 6
Summit X, LLC 6
Regal Wealth Group, Inc. 6
Intercontinental Wealth Advisors, LLC 6
Amplify ETF Trust - Amplify AI Powered Equity ETF 6
Gilbert & Cook, Inc. 6
Transcendent Capital Group LLC 6
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 6
Pineridge Advisors LLC 6
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 5
Dorato Capital Management 5
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 5
Iberiabank Corp 5
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 5
Seldon Capital Lp 5
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 5
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 5
Gleason Group, Inc. 5
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 5
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 5
Sonora Investment Management Group, LLC 5
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 5
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 5
Prentice Wealth Management LLC 5
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 5
Applied Finance Capital Management, LLC 5
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 5
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 5
Affinity Wealth Management Llc 5
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 5
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 5
Vestor Capital, Llc 5
Zweig-DiMenna Associates LLC 5
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 5
Sig Brokerage, Lp 5
WFA of San Diego, LLC 5
GHYMX - GLENMEDE FUND INC - High Yield Municipal Portfolio 5
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 5
Calamos Global Dynamic Income Fund 5
Calamos Global Total Return Fund 5
Kenfarb & Co. 5
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 5
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 5
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 5
Cornerstone Planning, LLC 5
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 5
Birch Financial Group, Llc 5
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 5
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 5
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 5
BITEX - Brown Advisory Funds - Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares 5
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 5
Osmosis Investment Management UK Ltd 5
Morgan Stanley Income Securities Inc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 5
Guinness Atkinson Asset Management Inc 5
Scoria Capital Partners LP 5
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 5
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 5
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 5
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 5
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 5
Cambria Investment Management, L.P. 5
Skaana Management L.P. 5
BTRIX - Perpetual Americas Funds Trust - Barrow Hanley Total Return Bond Fund Institutional Shares 5
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 5
Merewether Investment Management, LP 5
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 5
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 5
MPSTX - BNY MELLON FUNDS TRUST - BNY Mellon National Short-Term Municipal Bond Fund Class M Shares 5
Pinnacle Wealth Management Advisory Group, LLC 5
United Capital Management of KS, Inc. 5
Friedberg Investment Management 5
Accent Capital Management, LLC 5
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 5
J. Safra Sarasin Holding AG 5
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 5
Meritage Group LP 5
Delphia (USA) Inc. 5
Calamos Long/Short Equity & Dynamic Income Trust 5
FCSTX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Limited Term Tax-Free Bond Fund 5
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 5
Vision Retirement, LLC 5
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 5
LFA - Lugano Financial Advisors SA 5
Perpetual Investment Management Ltd 5
Us Global Investors Funds 5
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 5
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 5
Vision Financial Markets Llc 5
Ntv Asset Management Llc 5
WESPAC Advisors SoCal, LLC 5
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 5
Stanford Investment Group, Inc. 5
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 5
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 5
Invesco Senior Loan Fund 5
CCMPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Municipal Fund Share class 5
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 5
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 5
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I 5
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 5
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 5
Fairscale Capital, LLC 5
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 5
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 5
Pine Valley Investments Ltd Liability Co 5
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 5
PenderFund Capital Management Ltd. 5
Galaxy Capital Trading Ltd 5
National Wealth Management Group, LLC 5
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 5
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 5
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 5
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 5
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 5
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 5
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 5
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 5
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 5
InterOcean Capital Group, LLC 5
Cadence Bank Na 5
LMR Master Fund Ltd 5
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 5
Jnl Series Trust - Jnl/s&p 4 Fund (a) 5
Aldebaran Financial Inc. 5
Gries Financial Llc 5
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 5
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 5
Iron Horse Wealth Management, LLC 5
Saturna Capital CORP 5
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 5
Mid-American Wealth Advisory Group, Inc. 5
Eubel Brady & Suttman Asset Management Inc 5
Zullo Investment Group, Inc. 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 5
Ade, Llc 5
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 5
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 5
Pring Turner Capital Group Inc 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Global Equity Net Zero ETF 5
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 5
Northstar Advisory Group, LLC 5
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 5
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 5
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 5
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP 5
Westend Capital Management LLC 5
Fideuram - Intesa Sanpaolo Private Banking S.p.a. 5
Chesapeake Wealth Management 5
Vanguard National Trust Co 5
Royce & Associates Lp 5
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 5
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 5
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 5
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 5
MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 5
JBJ Investment Partners, LLC 5
National Investment Services Inc /wi 5
Bank of Jackson Hole Trust 5
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 5
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 5
KC Investment Advisors, LLC 5
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 5
Board of the Pension Protection Fund 5
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 5
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 5
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 5
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 5
Bowen Hanes & Co Inc 5
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 5
Herold Advisors, Inc. 5
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C 5
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 5
Baldwin Investment Management, LLC 5
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 5
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 5
Delta Lloyd Asset Management N.v. 5
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 5
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 5
Jackson Square Capital, Llc 5
Forum Financial Management, LP 5
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 5
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 5
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 5
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 5
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 5
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 5
Smith Group Asset Management, LLC 5
Wintrust Investments Llc 5
Kelman-Lazarov, Inc. 5
Networth Advisors, LLC 5
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 5
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 5
Bogle Investment Management L P /de/ 5
First Dallas Securities Inc. 5
Gabelli Equity Trust Inc 5
Probity Advisors, Inc. 5
Pathway Financial Advisors LLC 5
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 5
VCIGX - VALIC Co I - Dividend Value Fund 5
RiverPoint Capital Management, LLC 5
Sterling Investment Advisors, Ltd. 5
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 5
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 5
McClarren Financial Advisors, Inc. 5
Marathon Trading Investment Management LLC 5
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 5
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 5
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 5
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5
Simmons First Trust Co Na 5
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 5
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 5
Empyrean Capital Partners, LP 5
Fpc Investment Advisory, Inc. 5
Schafer Cullen Capital Management Inc 5
OHIO NATIONAL FUND INC - ON International Equity Portfolio 5
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 5
Legacy Capital Wealth Partners, LLC 5
MEMBERS Trust Co 5
Whitener Capital Management, Inc. 5
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 5
Utc North American Fund, Inc. 5
Entrust Financial Llc 5
Roxbury Financial LLC 5
Capstone Series Fund Inc 5
Requisite Capital Management, LLC 5
Wealth Alliance Advisory Group, LLC 5
Long Island Wealth Management, Inc. 5
Coyle Financial Counsel LLC 5
Winton Series Trust 5
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 5
Marshall Financial Group LLC 5
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 5
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 5
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 5
Capital Group KKR Multi-Sector (plus) 5
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 5
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 5
Banced Corp 5
Heritage Investors Management Corp 5
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 5
Barnes Dennig Private Wealth Management LLC 5
Apollo Management Holdings, L.P. 5
Investment Management Of Virginia Llc 5
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 5
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 5
BlackRock ESG Capital Allocation Trust 5
qPULA Trading Management LP 5
New Vernon Capital Holdings II LLC 5
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 5
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 5
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 5
Advisors Management Group Inc /adv 5
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 5
AGBPX - Allianz Funds Multi-Strategy Trust - AllianzGI Green Bond Fund Class P 5
Redwood Investments, LLC 5
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 5
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 5
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 5
Bernard Wealth Management Corp. 5
Cornell Pochily Investment Advisors, Inc. 5
Tortoise Capital Series Trust - Tortoise Essential Energy Fund 5
Clough Capital Partners L P 5
ZIG - ETF Series Solutions - The Acquirers Fund 5
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 5
Brass Tax Wealth Management, Inc 5
Summitry Llc 5
EULAV Asset Management 5
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 5
Fiduciary Financial Group, Llc 5
Brandes Investment Partners, Lp 5
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 5
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 5
Castle Rock Wealth Management, LLC 5
Holistic Financial Partners 5
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 5
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 5
Farr Miller & Washington Llc/dc 5
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 5
LexAurum Advisors, LLC 5
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 5
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 5
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 5
ACSI - ETF Series Solutions - American Customer Satisfaction ETF 5
TriaGen Wealth Management LLC 5
Calamos Wealth Management LLC 5
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 5
AllSquare Wealth Management LLC 5
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 5
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 5
North Capital, Inc. 5
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 5
Asset Planning,Inc 5
Spring Creek Capital Llc 5
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 5
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 5
Pimco California Municipal Income Fund 5
Private Bank & Trust Co 5
EHLS - Tidal Trust II - Even Herd Long Short ETF 5
Guinness Asset Management LTD 5
Conquis Financial Llc 5
Advanced Asset Management Advisors Inc 5
Kentucky Trust Co 5
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 5
Moran Wealth Management, LLC 5
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 5
Berger Financial Group, Inc 5
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 5
Ativo Capital Management LLC 5
Bainco International Investors 5
Fundamentun, Llc 5
Avalon Advisors, Llc 5
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 5
Cannon Global Investment Management, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 5
Pimco California Municipal Income Fund Ii 5
Garner Asset Management Corp 5
FBAGX - FIDELITY SALEM STREET TRUST - Fidelity Tactical Bond Fund 5
BancorpSouth Bank 5
Psagot Investment House Ltd. 5
NCHAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California High Yield Municipal Bond Fund - Class A 5
Matarin Capital Management, LLC 5
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 5
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 5
Patten Group, Inc. 5
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 5
Cerro Pacific Wealth Advisors LLC 5
Cornerstone Wealth Group, LLC 5
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 5
Joseph P. Lucia & Associates, LLC 5
Gamble Jones Investment Counsel 5
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 5
World Equity Group, Inc. 5
Ellsworth Advisors, LLC 5
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 5
PlanVest Financial, Inc 5
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 5
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 5
Financiere des Professionnels - Fonds d,investissement inc. 5
SYM FINANCIAL Corp 5
Ellenbecker Investment Group 5
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 5
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 5
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 5
Vermillion & White Wealth Management Group, LLC 5
BLUX - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Dynamic Total Market ETF 5
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II 5
Diversified Real Asset Income Fund 5
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 5
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 5
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 5
Poehling Capital Management, LLC 5
Strategic Advisors LLC 5
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 5
EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A 5
EXNAX - EATON VANCE INVESTMENT TRUST - Eaton Vance National Limited Maturity Municipal Income Fund Class A 5
EXFLX - EATON VANCE INVESTMENT TRUST - Eaton Vance Floating-Rate Municipal Income Fund Class A 5
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 5
Pimco California Municipal Income Fund Iii 5
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 5
Mcguire Capital Advisors Inc 5
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 5
Clarity Asset Management, Inc. 5
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 5
GLIFX - LAZARD FUNDS INC - Lazard Global Listed Infrastructure Portfolio Institutional Shares 5
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 5
Invesco Senior Income Trust 5
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 5
Polianta Ltd 5
Sharkey, Howes & Javer 5
Fairfield, Bush & Co. 5
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 5
Kayne Anderson Mlp Investment Co 5
Ipswich Investment Management Co., Inc. 5
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 5
Oversea-Chinese Banking CORP Ltd 5
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 5
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 5
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 5
Samson Rock Capital LLP 5
Beacon Trust Co 5
Financial Planning & Information Services, Inc. 5
My Legacy Advisors, LLC 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 5
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 5
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 5
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 5
Exane Asset Management 5
Legacy Private Trust Co. 5
McAdams Wright Ragen, Inc. 5
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 5
McMahon Financial Advisors, LLC 5
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 5
G&S Capital LLC 5
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 5
Waterloo Capital, L.P. 5
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 5
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 5
S. Muoio & Co. Llc 5
WFA Asset Management Corp 5
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 5
MJT & Associates Financial Advisory Group, Inc. 5
Berkley W R Corp 5
Davidson Investment Advisors 5
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 5
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 5
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 5
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 5
New Jersey Better Educational Savings Trust 5
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 5
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 5
Plato Investment Management Ltd 5
Mountain Capital Investment Advisors, Inc 5
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 5
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 5
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 5
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 5
Family Legacy, Inc. 5
denkapparat Operations GmbH 5
Cape Cod Five Cents Savings Bank 5
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 5
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 5
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 5
Atwater Malick LLC 5
Occidental Asset Management, LLC 5
Wbh Advisory Inc 5
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 5
TOWER TRUST & INVESTMENT Co 5
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 5
Main Street Research LLC 5
Pingora Partners LLC 5
Charter Trust Co 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 5
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 5
Deutsche Value Series, Inc 5
Sadoff Investment Management Llc 5
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 5
Moody Aldrich Partners Llc 5
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 5
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 5
VMCVX - VALIC Co II - Mid Cap Value Fund 5
Milestone Investment Advisors LLC 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 5
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 5
Cfm Wealth Partners Llc 5
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 5
Mfs Intermediate High Income Fund 5
Andromeda Capital LLC 5
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 5
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 5
LifeSteps Financial, Inc. 5
Aequim Alternative Investments LP 5
Indices-Pac Research Corp. 5
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 5
Southern Michigan Bank & Trust 5
Havens Advisors Llc 5
Manchester Financial Inc 5
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 5
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 5
Sterne Agee Group, Inc. 5
Copeland Capital Management, LLC 5
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 5
Mid Atlantic Financial Management Inc/adv 5
Klingenstein Fields & Co Lp 5
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 5
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 5
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 5
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 5
Horrell Capital Management, Inc. 5
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 5
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 5
Blue Chip Partners, Inc. 5
Syntax Advisors, Llc 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 5
Sentry Investments Corp. 5
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 5
Knuff & Co LLC 5
ICONIQ Capital, LLC 5
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 5
Radnor Capital Management, LLC 5
Israel Discount Bank Of New York /gfn 5
Bridges Investment Management Inc 5
United Fire Group Inc 5
EUMV - iSHARES TRUST - iShares Edge MSCI Min Vol Europe ETF 5
Edge Capital Group, LLC 5
Global Assets Advisory, LLC 5
M Holdings Securities, Inc. 5
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 5
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 5
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 5
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 5
Harvest Portfolios Group Inc. 5
Williams Jones Wealth Management, LLC. 5
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 5
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 5
Alamea Verwaltungs GmbH 5
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 5
Cushing Renaissance Fund 5
Flaherty & Crumrine Preferred Income Fund Inc 5
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 5
Field & Main Bank 5
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 5
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 5
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 5
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 5
Liberty Capital Management, Inc. 5
InterOcean Capital, LLC 5
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 5
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 5
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 5
Cypress Capital Management LLC (WY) 5
Rs Investment Management Co Llc 5
Perennial Investment Advisors, LLC 5
Stonebridge Financial Planning Group, LLC 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 5
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 5
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 5
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 5
VVSCX - VALIC Co I - Small Cap Value Fund 5
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 5
Traynor Capital Management, Inc. 5
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 5
NB Crossroads Private Markets Access Fund LLC 5
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 5
Chesley Taft & Associates LLC 5
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 5
Carolina Wealth Advisors, LLC 5
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 5
Flaherty & Crumrine Preferred Securities Income Fund Inc 5
Richard W. Paul & Associates, LLC 5
DIV - Global X Funds - Global X SuperDividend U.S. ETF 5
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 5
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 5
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 5
First National Bank & Trust Co Of Newtown 5
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 5
SG Trading Solutions, LLC 5
Piermont Capital Management LLC 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 5
Paragon Capital Management LLC 5
Fft Wealth Management Llc 5
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 5
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 5
Franklin Templeton ETF Trust - ClearBridge Sustainable Infrastructure ETF 5
Black Diamond Financial, LLC 5
White Pine Capital Llc 5
Harvest Management Llc 5
Able Wealth Management LLC 5
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 5
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 5
John Hancock Investors Trust 5
Landmark Wealth Management, LLC 5
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 5
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 5
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 5
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 5
ABIMX - AB CORPORATE SHARES - AB Impact Municipal Income Shares 5
Schmidt P J Investment Management Inc 5
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 5
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 5
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 5
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 5
DIP - ETF Series Solutions - BTD Capital Fund 5
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 5
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 5
Schonfeld Group Holdings LLC 5
Yakira Capital Management, Inc. 5
Gilliland Jeter Wealth Management LLC 5
Fortem Financial Group, Llc 5
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 5
Mascagni Wealth Management, Inc. 5
Kepos Capital LP 5
Advance Capital I Inc 5
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 5
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 5
IBMQ - iSHARES TRUST - iShares iBonds Dec 2028 Term Muni Bond ETF 5
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 5
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 5
Significant Wealth Partners LLC 5
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 5
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 5
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 5
VCIEX - VALIC Co I - International Equities Index Fund 5
PGIM Short Duration High Yield Opportunities Fund 5
Marks Group Wealth Management, Inc 5
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 5
Armis Advisers, LLC 5
Campbell Wealth Management 5
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 5
Sfmg, Llc 5
Pekin Hardy Strauss, Inc. 5
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 5
Private Asset Management Inc 5
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 5
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 5
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares 5
FourThought Financial Partners, LLC 5
Rainier Group Investment Advisory LLC 5
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 5
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 5
REAP Financial Group, LLC 5
Pinz Capital Management, LP 5
Tyche Wealth Partners LLC 5
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 5
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 5
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 5
Wealth Alliance 5
Abundance Wealth Counselors 5
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 5
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 5
Sunflower Bank, Na Wealth Management 5
Fortis Advisors, LLC 5
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 5
Glazer Capital, Llc 5
Advocate Investing Services LLC 5
Soltis Investment Advisors LLC 5
Planned Solutions, Inc. 5
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 5
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 5
Islet Management, LP 5
Absolute Capital Management, LLC 5
Te Ahumairangi Investment Management Ltd 5
Kinneret Advisory, LLC 5
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock High Yield Municipal Fund Investor A 5
Mandatum Life Insurance Co Ltd 5
Summit Wealth Group Llc / Co 5
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 5
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 5
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 5
Miles Capital, Inc. 5
Parcion Private Wealth LLC 5
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 5
CSM Advisors, LLC 5
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 5
NSGRX - Northern Funds - Northern Small Cap Core Fund 5
SlateStone Wealth, LLC 5
Community Bank & Trust, Waco, Texas 5
Teton Advisors, Inc. 5
Teton Westwood Funds 5
AQINX - AQR Funds - AQR International Equity Fund Class N 5
Robbins Farley Llc 5
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 5
NOIGX - Northern Funds - Northern International Equity Fund 5
Farmers National Bank 5
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 5
Saba Capital Management, L.P. 5
MBM Wealth Consultants, LLC 5
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 5
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 5
Cohen Capital Management, Inc. 5
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 5
Harrison Street Private Wealth LLC 5
Alley Co LLC 5
Axiom Investment Management LLC 5
William Blair Investment Management, Llc 5
North Ridge Wealth Advisors, Inc. 5
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 5
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 5
Kathmere Capital Management, LLC 5
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 5
NOITX - Northern Funds - Northern Intermediate Tax-exempt Fund 5
Holloway Wealth Management, LLC 5
IFC Holdings Incorporated/FL 5
Prossimo Advisors, LLC 5
Keystone Financial Planning, Inc. 5
Main Street Financial Solutions, LLC 5
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 5
Mfs Special Value Trust 5
Robertson Stephens Wealth Management, LLC 5
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 5
Retirement Planning Group 5
Fortis Capital Management LLC 5
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 5
Stratton Management Co 5
Gardner Lewis Asset Management L P 5
VeraBank, N.A. 5
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 5
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Municipal Bond ETF 5
Federated Mdt Large Cap Value Fund 5
Bks Advisors, Llc 5
Patton Albertson Miller Group, Llc 5
Sound Financial Strategies Group, LLC 5
Newfound Research LLC 5
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 5
Phillips Wealth Planners LLC 5
KERR FINANCIAL PLANNING Corp 5
Insight Wealth Strategies, LLC 5
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 5
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 5
Angelo Gordon & Co., L.p. 5
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 5
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 5
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 5
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 5
Risk Paradigm Group, LLC 5
Bath Savings Trust Co 5
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 5
Astrantus Ltd 5
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF 5
VCRAX - Voya MUTUAL FUNDS - Voya CBRE Global Infrastructure Fund Class A 5
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 5
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 5
Cornerstone Management, Inc. 5
Two Roads Shared Trust - Hypatia Women CEO ETF 5
GCCHX - GMO TRUST - GMO Climate Change Fund Class III 5
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 5
Strategic Capital Alternatives LLC 5
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 5
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 5
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 5
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 5
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 5
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 5
Smith Affiliated Capital Corp. 5
Raiffeisen Bank International AG 5
Leo Wealth, LLC 5
Sentinel Trust Co Lba 5
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 5
Segantii Capital Management Ltd 5
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 5
Fiera Capital Corp 5
CRA Financial Services, LLC 5
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 5
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 5
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 5
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 5
Fortis Capital Advisors, LLC 5
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 5
Legato Capital Management LLC 5
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 5
PYCRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden California Municipal Income Fund (Investor Class) 5
FKTIX - Franklin Federal Tax Free Income Fund - Franklin Federal Tax-free Income Fund Class A1 5
Financial Advisory Service, Inc. 5
Fiduciary Planning LLC 5
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 5
Capital Advisory Group Advisory Services, LLC 5
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 5
Breakwater Investment Management 5
IWC - iSHARES TRUST - iShares Micro-Cap ETF 5
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 5
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 5
Keebeck Wealth Management, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 5
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 5
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 5
Davis R M Inc 5
Blackrock Muni Intermediate Duration Fund, Inc. 5
Hoey Investments, Inc 5
Grandview Asset Management LLC 5
Senator Investment Group LP 5
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 5
Blueprint Investment Partners LLC 5
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 5
Pinnacle Wealth Advisors 5
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 5
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 5
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 5
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 5
Haafor (Singapore) Pte. Ltd. 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 5
Blackrock Muniassets Fund, Inc. 5
Lvm Capital Management Ltd/mi 5
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 5
FRG Family Wealth Advisors LLC 5
Alteri Wealth LLC 5
Hyman Charles D 5
Hefty Wealth Partners 5
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 5
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 5
Atlanta Consulting Group Advisors, LLC 5
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 5
CarsonAllaria Wealth Management, Ltd. 5
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 5
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 5
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 5
Global X Japan Co., Ltd. 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 5
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 5
Leisure Capital Management 5
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 5
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 5
Wealthquest Corp 5
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 5
Voya International High Dividend Equity Income Fund 5
Cedar Wealth Management, LLC 5
Freedom Wealth Alliance, Llc 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 5
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 5
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 5
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 5
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 5
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 5
Morton Brown Family Wealth, LLC 5
Glenview State Bank Trust Dept. 5
Prostatis Group LLC 5
Defiance ETFs, LLC 5
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 5
RMG Wealth Management LLC 5
Cohen & Steers Real Estate Opportunities & Income Fund 5
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 5
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 5
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 5
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 5
Schnieders Capital Management, Llc. 5
K2 Principal Fund, L.p. 5
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 5
Steamboat Capital Partners, LLC 5
PIMCO Access Income Fund 5
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 5
SPC Financial, Inc. 5
Jarislowsky, Fraser Ltd 5
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 5
Tectonic Advisors Llc 5
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 5
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 5
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 5
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 5
American Assets Investment Management, LLC 5
Ofi Invest Asset Management 5
Bellecapital International Ltd. 5
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 5
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 5
Mastrapasqua Asset Management Inc 5
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 5
Aveo Capital Partners, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 5
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 5
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 5
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 5
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 5
Platform Technology Partners 5
Keudell/Morrison Wealth Management 5
Phocas Financial Corp. 5
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 5
Premier Path Wealth Partners, LLC 5
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 4
Primecap Management Co/ca/ 4
PCM Encore, LLC 4
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 4
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 4
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB 4
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 4
Oxford Financial Group Ltd 4
Mcrae Capital Management Inc 4
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 4
Live Your Vision, LLC 4
Torch Wealth Management LLC 4
OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A 4
Morgan Dempsey Capital Management Llc 4
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 4
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 4
Breakwater Capital Group 4
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 4
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 4
CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N 4
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 4
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 4
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 4
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 4
STXK - EA Series Trust - Strive Small-Cap ETF 4
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 4
Guyasuta Investment Advisors Inc 4
Mirador Capital Partners LP 4
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 4
Lansforsakringar Fondforvaltning AB (publ) 4
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 4
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 4
Cliftonlarsonallen Wealth Advisors, Llc 4
Tableaux Llc 4
VVMCX - VALIC Co I - Mid Cap Value Fund 4
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 4
Finward Bancorp 4
Tilt Investment Management Holdings, PBC 4
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 4
Catalyst Financial Partners Llc 4
Charles Schwab Trust Co 4
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 4
American Fidelity Dual Strategy Fund Inc 4
ASB Consultores, LLC 4
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 4
Optimize Financial Inc 4
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 4
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 4
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 4
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 4
BINT - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Global Equity ETF 4
Nuveen Equity Premium Opportunity Fund 4
New Harbor Financial Group, LLC 4
Rbo & Co Llc 4
Balboa Wealth Partners 4
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 4
Isi Strategy Fund Inc 4
Kessler Investment Group, LLC 4
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 4
StrategIQ Financial Group, LLC 4
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 4
Premier Asset Management Llc 4
Madison Investment Holdings Inc 4
McCarthy Grittinger Financial Group, LLC 4
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 4
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 4
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 4
Nilsine Partners, LLC 4
Becker Capital Management Inc 4
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 4
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 4
BLUC - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Core ETF 4
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 4
Quintet Private Bank (Europe) S.A. 4
Morse Asset Management, Inc 4
JGVAX - JANUS INVESTMENT FUND - Janus Henderson Global Value Fund Class T 4
MidWestOne Financial Group, Inc. 4
Brewin Dolphin Ltd 4
Loeb Partners Corp 4
Bank OZK 4
CI Global Investments Inc. 4
Stance Capital Llc 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 4
SWAN Capital LLC 4
Fca Corp /tx 4
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 4
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 4
PCA Investment Advisory Services Inc. 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 4
Nippon Life Global Investors Americas, Inc. 4
Investment Partners, Ltd. 4
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 4
Schulhoff & Co Inc 4
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 4
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 4
BATEX - Blackrock Allocation Target Shares - Bats Series E 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 4
Sphinx Trading, Lp 4
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 4
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 4
Private Advisory Group LLC 4
Gq Asset Management, Llc 4
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 4
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 4
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 4
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF 4
United Financial Planning Group LLC 4
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 4
Lantz Financial LLC 4
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 4
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 4
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 4
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 4
Lake Street Financial Llc 4
Prudent Man Investment Management, Inc. 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 4
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 4
Barnes Wealth Management Group, Inc 4
Quadcap Wealth Management, LLC 4
Altavista Wealth Management, Inc. 4
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 4
BCJ Capital Management, LLC 4
D L Carlson Investment Group Inc 4
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 4
PIMCO California Flexible Municipal Income Fund 4
Westover Capital Advisors, LLC 4
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 4
Ables, Iannone, Moore & Associates, Inc. 4
Timber Creek Capital Management LLC 4
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 4
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 4
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 4
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 4
Princeton Capital Management Llc 4
HHG & Company, LLC 4
Graney & King, LLC 4
First National Trust Co 4
Brendel Financial Advisors LLC 4
Lombardia Capital Partners Llc 4
WCG Wealth Advisors LLC 4
Weatherstone Capital Management 4
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 4
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 4
First National Advisers, LLC 4
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 4
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 4
DeepCurrents Investment Group LLC 4
MCFTX - MFS MUNICIPAL SERIES TRUST - MFS California Municipal Bond Fund A 4
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 4
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares 4
Brighthouse Funds Trust II - MFS Value Portfolio Class A 4
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 4
Crowley Wealth Management, Inc. 4
Hnp Capital Llc 4
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 4
Parplus Partners 4
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 4
First Merchants Corp 4
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 4
Peddock Capital Advisors, Llc 4
Hunter Associates Investment Management Llc 4
Gateway Advisory, LLC 4
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 4
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 4
Bank Of Stockton 4
MIUCX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Intermediate Fund Class C 4
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 4
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 4
Everett Harris & Co /ca/ 4
Trust Co Of Virginia /va 4
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 4
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 4
First County Bank /CT/ 4
Bluefin Capital Management, Llc 4
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 4
ECOAX - Managed Portfolio Series - Ecofin Global Renewables Infrastructure Fund A Class 4
Aua Capital Management, Llc 4
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 4
GM Advisory Group, Inc. 4
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 4
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 4
9258 Wealth Management, LLC 4
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 4
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 4
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 4
Chiron Capital Management, Llc 4
First Trust High Yield Opportunities 2027 Term Fund 4
First National Bank of South Miami 4
First Western Trust Bank 4
Stone Toro Investment Advisers, LP 4
Truehand, Inc 4
Nair Vinay 4
EUMF - WisdomTree Trust - WisdomTree Europe Multifactor Fund N/A 4
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 4
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 4
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 4
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 4
Reston Wealth Management Llc 4
FNY Partners Fund LP 4
Affinity Investment Advisors, Llc 4
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 4
FTTMX - Franklin Tax Free Trust - Franklin Michigan Tax-free Income Fund Class A1 4
Bragg Financial Advisors, Inc 4
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF 4
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 4
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 4
Monetary Solutions, Ltd 4
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 4
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 4
First Business Financial Services, Inc. 4
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 4
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 4
Windsor Creek Advisors, Llc 4
Generali Asset Management SPA SGR 4
Advocate Group Llc 4
Hendershot Investments Inc. 4
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 4
Oaktree Capital Management Lp 4
Valmark Advisers, Inc. 4
A. D. Beadell Investment Counsel, Inc. 4
IEV - iSHARES TRUST - iShares Europe ETF 4
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 4
Phillip James Consulting Co. 4
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 4
1 North Wealth Services Llc 4
BlackRock Capital Allocation Trust 4
Roman Butler Fullerton & Co 4
Invesco, Llc 4
Haber Trilix Advisors, Lp 4
Armstrong, Fleming & Moore, Inc 4
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 4
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 4
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 4
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
Winchester Group Inc. 4
Cordatus Wealth Management LLC 4
Gantzert Investment Co Llc /adv 4
COFG Advisors, LLC 4
Hayden Royal, Llc 4
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 4
Astoria Portfolio Advisors LLC. 4
Investment House Llc 4
one8zero8, LLC 4
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 4
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 4
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 4
Corrado Advisors, Llc 4
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 4
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 4
Legacy Bridge, LLC 4
Manning & Napier Advisors Llc 4
Portside Wealth Group, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 4
Northwest Bank & Trust Co 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 4
Weather Gauge Advisory, LLC 4
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 4
Burkehill Global Management, LP 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 4
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 4
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 4
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 4
Eaton Vance Tax Advantaged Dividend Income Fund 4
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 4
L.m. Kohn & Company 4
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 4
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 4
ACSKX - American Century Investment Trust - Short Duration Fund C Class 4
Spartan Fund Management Inc. 4
Benson Wealth Management INC 4
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 4
Mercer Capital Advisers, Inc. 4
Croban 4
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 4
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 4
Argentarii, LLC 4
Newtyn Management, LLC 4
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 4
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 4
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 4
Old Port Advisors 4
Bracebridge Capital, LLC 4
Greenwood Capital Associates Llc 4
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 4
Providence Wealth Advisors, LLC 4
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 4
Avitas Wealth Management LLC 4
Cox Capital Mgt LLC 4
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 4
Edmonds Duncan Registered Investment Advisors, LLC 4
WP Advisors, LLC 4
Counterpoint Mutual Funds LLC 4
Hickory Point Bank & Trust 4
Wellesley Investment Partners, LLC 4
Unigestion Holding SA 4
Midwest Capital Advisors, LLC 4
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 4
Greenwood Gearhart Inc 4
Marshall Investment Management, Llc 4
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 4
Franklin Templeton ETF Trust - Franklin Income Focus ETF 4
Usa Mutuals Advisors, Inc. 4
Integrated Wealth Counsel, Llc 4
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 4
Spartan Planning & Wealth Management 4
Altium Wealth Management LLC 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 4
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 4
Strategic Financial Concepts, LLC 4
Cvi Holdings, Llc 4
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 4
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 4
Tandem Investment Advisors, Inc. 4
Barber Financial Group, Inc. 4
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 4
Chicago Capital, LLC 4
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 4
Sunflower Bank, N.A. 4
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 4
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 4
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 4
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 4
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 4
Canandaigua National Corp 4
Worth Asset Management, LLC 4
Blackstone / Gso Floating Rate Enhanced Income Fund 4
FLMI - Franklin Templeton ETF Trust - Franklin Liberty Intermediate Municipal Opportunities ETF 4
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 4
RPG Investment Advisory, LLC 4
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 4
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 4
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 4
Invesco Value Municipal Income Trust 4
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF 4
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 4
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 4
Lansing Street Advisors 4
Leeward Investments, LLC - MA 4
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 4
IVC Wealth Advisors LLC 4
Elevation Series Trust - TrueShares Eagle Global Renewable Energy Income ETF 4
Clear Perspectives Financial Planning, LLC 4
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 4
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 4
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 4
Credential Securities Inc. 4
Croft-leominster Inc 4
AlTi Global, Inc. 4
Varma Mutual Pension Insurance Co 4
Bar Harbor Trust Services 4
Future Financial Wealth Managment LLC 4
First Niagara Bank 4
Winthrop Partners - Wny, Llc 4
Peak Financial Advisors Llc 4
Abacus Planning Group, Inc. 4
DCM Advisors, LLC 4
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 4
Tributary Capital Management, LLC 4
Arlington Capital Management, Inc. 4
GVAL - Cambria ETF Trust - Cambria Global Value ETF 4
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 4
IYVAX - IVY FUNDS - Ivy Value Fund Class A 4
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 4
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 4
Invesco Advantage Municipal Income Trust Ii 4
High Pointe Capital Management Llc 4
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 4
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 4
Klaas Financial Asset Advisors, LLC 4
DB Wealth Management Group, LLC 4
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 4
Goelzer Investment Management, Inc. 4
PBCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 6 - PGIM CALIFORNIA MUNI INCOME FUND Class A 4
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 4
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 4
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 4
Fulton Breakefield Broenniman Llc 4
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio 4
Biltmore Family Office, LLC 4
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 4
Chilton Investment Co Llc 4
Kesler, Norman & Wride, LLC 4
Lsp Investment Advisors, Llc 4
Hibernia Wealth Partners, LLC 4
Smallwood Wealth Investment Management, LLC 4
Fort Baker Capital Management LP 4
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 4
Banco de Sabadell, S.A 4
SWS Partners 4
Slocum, Gordon & Co LLP 4
Financial Avengers, Inc. 4
Marietta Wealth Management, LLC 4
Seeds Investor Llc 4
Towerpoint Wealth, LLC 4
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 4
Nuveen California Quality Municipal Income Fund 4
Kavar Capital Partners Group, Llc 4
ECOAX - Advisors' Inner Circle Fund III - Ecofin Global Renewables Infrastructure Fund A Class 4
Lumature Wealth Partners, LLC 4
JMHI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF 4
Sfam, Llc 4
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 4
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 4
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 4
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 4
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 4
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 4
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 4
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 4
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 4
Nuveen California Amt-free Quality Municipal Income Fund 4
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 4
YANKCOM Partnership 4
SCP Investment, LP 4
General Electric Co 4
Hamilton Capital, LLC 4
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 4
Leo H. Evart, Inc. 4
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 4
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 4
Atw Spac Management Llc 4
Diamant Asset Management, Inc. 4
MMCA - IndexIQ Active ETF Trust - IQ MacKay California Municipal Intermediate ETF 4
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 4
Eq Wealth Advisors, Llc 4
Financial Life Planners 4
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 4
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 4
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 4
SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A 4
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 4
Insight Advisors, LLC/ PA 4
Cornerstone National Bank & Trust Co 4
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 4
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 4
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 4
Mechanics Bank Trust Department 4
SCACX - LEGG MASON PARTNERS INCOME TRUST - Western Asset California Municipals Fund Class C 4
Values First Advisors, Inc. 4
FAN - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Wind Energy ETF 4
Strategic Advocates LLC 4
Karlinski Andrew C 4
Glassy Mountain Advisors, Inc. 4
IFC & Insurance Marketing, Inc. 4
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 4
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 4
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 4
Bill Few Associates, Inc. 4
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares 4
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 4
PDSAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Short Duration Muni High Income Fund Class A 4
Fma Advisory Inc 4
Bigelow Investment Advisors, LLC 4
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 4
Successful Portfolios LLC 4
Nikulski Financial, Inc. 4
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 4
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 4
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 4
Invesco Dynamic Credit Opportunities Fund 4
Buckley Wealth Management, LLC 4
Mach-1 Financial Group, Inc. 4
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 4
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 4
Northwest Capital Management Inc 4
Siena Capital Llc 4
Highland Floating Rate Opportunities Fund 4
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 4
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 4
Copperwynd Financial, LLC 4
McMillan Office, Inc. 4
Connacht Asset Management LP 4
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 4
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 4
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 4
DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF 4
Roundview Capital LLC 4
Polar Capital Holdings Plc 4
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 4
Budros, Ruhlin & Roe, Inc. 4
Genesis Private Wealth, Llc 4
Madison Wealth Partners, Inc 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 4
BRAMX - Blackrock Allocation Target Shares - Bats Series M 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
Mckinley Capital Management Llc /delaware 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 4
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 4
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 4
Courage Capital Management Llc 4
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 4
PMOAX - PRINCIPAL FUNDS INC - Opportunistic Municipal Fund Class A 4
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 4
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 4
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 4
Compass Financial Advisors Llc 4
Burns Matteson Capital Management, LLC 4
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 4
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 4
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 4
Quent Long Short Global Small Cap Fund, LP 4
Graticule Asia Macro Advisors LLC 4
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 4
LWM Advisory Services, LLC 4
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 4
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 4
Rather & Kittrell, Inc. 4
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 4
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 4
Blackstone / Gso Long-short Credit Income Fund 4
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 4
Waters Parkerson & Co., Llc 4
Acap Strategic Fund 4
Wellspring Financial Advisors, LLC 4
Capital International Ltd /ca/ 4
Sovereign Financial Group, Inc. 4
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 4
Alliancebernstein Global High Income Fund Inc 4
Ulland Investment Advisors, LLC 4
Institute for Wealth Management, LLC. 4
Ag2r La Mondiale Gestion D'actifs 4
Oppenheimer Corporate Bond Fund 4
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 4
OEUR - OSI ETF Trust - O'Shares FTSE Europe Quality Dividend ETF 4
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 4
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 4
Souders Financial Advisors 4
Blackstone / Gso Strategic Credit Fund 4
Willis Investment Counsel 4
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares 4
Keeley Asset Management Corp 4
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 4
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 4
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 4
Gilpin Wealth Management, Llc 4
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 4
Ironwood Investment Counsel, LLC 4
Ccm Investment Advisers Llc 4
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 4
Fullerton Fund Management Co Ltd 4
Fic Capital Inc 4
Graham Capital Wealth Management, Llc 4
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 4
SNS Financial Group, LLC 4
Citizens National Bank Trust Department 4
Partners Group Private Equity (master Fund), Llc 4
Blackston Financial Advisory Group, LLC 4
Cullen Capital Management, LLC 4
RPg Family Wealth Advisory, LLC 4
Bridgecreek Investment Management, LLC 4
Birchwood Financial Partners, Inc. 4
Ghisallo Capital Management LLC 4
Tilia Fiduciary Partners, Inc. 4
Florida Financial Advisors, Llc 4
Edge Financial Advisors LLC 4
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 4
CastleKnight Management LP 4
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 4
SRCMX - PRINCIPAL FUNDS INC - California Municipal Fund Class A 4
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 4
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 4
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 4
Hancock Whitney Investment Services Inc. 4
Invesco Municipal Trust 4
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 4
Onyx Bridge Wealth Group LLC 4
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 4
Virtus Alternative Investment Advisers, Inc. 4
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF 4
Invesco Municipal Opportunity Trust 4
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 4
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 4
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 4
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 4
ELCV - Strategy Shares - Eventide High Dividend ETF 4
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 4
Sandia Investment Management LP 4
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 4
Thrive Wealth Management, LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 4
TFG Advisers LLC 4
Gai Agility Income Fund 4
Urban Wealth Management, LLC 4
VCSOX - VALIC Co I - International Socially Responsible Fund 4
LeJeune Puetz Investment Counsel LLC 4
Guardian Wealth Advisors, Llc / Nc 4
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 4
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 4
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 4
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 4
Hermes Investment Management Ltd 4
Marex Group plc 4
Krs Capital Management, Llc 4
Silicon Valley Capital Partners 4
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 4
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 4
Sageworth Trust Co of South Dakota 4
Beech Hill Advisors, Inc. 4
MADDEN SECURITIES Corp 4
Miller/howard High Income Equity Fund 4
Stockman Wealth Management, Inc. 4
Alpine Series Trust 4
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 4
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 4
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 4
Financial Strategy Network, LLC 4
HDEF - DBX ETF TRUST - Xtrackers MSCI EAFE High Dividend Yield Equity ETF 4
Cedrus LLC 4
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 4
Birmingham Capital Management Co Inc/al 4
Western Asset Global Corporate Defined Opportunity Fund Inc. 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 4
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 4
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 4
Seven Springs Wealth Group, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 4
Aristotle Capital Boston, LLC 4
Clough Global Opportunities Fund 4
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 4
Spirepoint Private Client, Llc 4
Clough Global Equity Fund 4
IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A 4
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 4
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 4
Duquesne Family Office LLC 4
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 4
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 4
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 4
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 4
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 4
GQG Partners LLC 4
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 4
Shufro Rose & Co Llc 4
Argent Advisors, Inc. 4
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 4
Enhancing Capital LLC 4
URAN - Themes ETF Trust - Themes Uranium & Nuclear ETF 4
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 4
Laidlaw Wealth Management LLC 4
First Financial Equity Corporation 4
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 4
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 4
Hobbs Group Advisors, LLC 4
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 4
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 4
Highland Capital Management Fund Advisors, L.p. 4
Arbor Wealth Management, LLC 4
Swedbank AB 4
Visionary Wealth Advisors 4
Vega Energy Gp, Llc 4
Scissortail Wealth Management, LLC 4
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 4
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 4
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 4
Stack Financial Management, Inc 4
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 4
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 4
Rachor Investment Advisory Services, LLC 4
Epiphany Funds 4
Kathleen S. Wright Associates Inc. 4
Keener Financial Planning LLC 4
Argent Financial Group, Inc. 4
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 4
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 4
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 4
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 4
Keene & Associates, Inc. 4
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 4
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 4
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 4
Ovata Capital Management Ltd 4
PFA Pension, Forsikringsaktieselskab 4
Riverwater Partners LLC 4
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 4
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 4
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 4
Cahill Financial Advisors Inc 4
Cardinal Capital Management, Inc. 4
Sapient Capital Llc 4
Detalus Advisors, LLC 4
Uniplan Investment Counsel, Inc. 4
Kernodle & Katon Asset Management Group, LLC 4
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 4
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 4
Sage Private Wealth Group, Llc 4
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 4
Indivisible Partners 4
Meyer Handelman Co 4
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 4
Encompass Wealth Advisors, Llc 4
Neuberger Berman Intermediate Municipal Fund Inc 4
Madison Asset Management, LLC 4
Tru Independence Asset Management 2, Llc 4
Austin Private Wealth, LLC 4
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 4
Iron Financial, LLC 4
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 4
Cannell Peter B & Co Inc 4
Sunpointe, LLC 4
ARS Investment Partners, LLC 4
GREI - Goldman Sachs ETF Trust - Goldman Sachs Future Real Estate and Infrastructure Equity ETF 4
Adams Wealth Management 4
Valley Brook Capital Group, Inc. 4
Walter & Keenan Financial Consulting Co /mi/ /adv 4
Nuance Investments, Llc 4
SLIM - Janus Detroit Street Trust - The Obesity ETF 4
Mattern Wealth Management LLC 4
Capstone Financial Advisors, Inc. 4
Mine & Arao Wealth Creation & Management, LLC. 4
Neuberger Berman High Yield Strategies Fund Inc. 4
HTLF Bank 4
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 4
Watson Rebecca 4
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 4
Legacy Wealth Asset Management, LLC 4
TBH Global Asset Management, LLC 4
Flaharty Asset Management, LLC 4
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF 4
Trillium Asset Management, Llc 4
Bard Financial Services, Inc. 4
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 4
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 4
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 4
Blue Sparrow, LLC /DE 4
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 4
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 4
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 4
Proathlete Wealth Management Llc 4
Sompo Japan Nipponkoa Asset Management Co.,ltd. 4
MeadowBrook Investment Advisors LLC 4
Macquarie/first Trust Global Infrastr/util Div & Inc Fund 4
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 4
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 4
Adirondack Research & Management Inc. 4
Arbejdsmarkedets Tillaegspension 4
SCID - Global X Funds - Global X Scientific Beta Europe ETF 4
EFAS - Global X Funds - Global X MSCI SuperDividend EAFE ETF 4
River Road Asset Management, LLC 4
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 4
RRIAX - Columbia Funds Series Trust II - Columbia Global Infrastructure Fund Class A 4
Fayez Sarofim & Co 4
Advantage Trust Co 4
Mizuho Bank, Ltd. 4
First Commonwealth Financial Corp /pa/ 4
PHH Investments, Ltd. 4
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 4
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 4
Ncm Capital Management Group Inc 4
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 4
Newport Trust Co 4
Level Financial Advisors, Inc. 4
Secure Asset Management, LLC 4
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 4
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 4
Atlantic Edge Private Wealth Management, LLC 4
Atlantic Private Wealth, LLC 4
Aurora Private Wealth, Inc. 4
Cortland Advisers Llc 4
Fintrust Investment Advisory Services, Llc 4
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 4
Kiely Wealth Advisory Group, Inc. 4
Painted Porch Advisors LLC 4
Pointe Capital Management LLC 4
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 4
Mattson Financial Services, LLC 4
Boston Financial Mangement Llc 4
Clear Street Llc 4
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 4
Arbor Trust Wealth Advisors, Llc 4
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 4
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF 4
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 4
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 4
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 4
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 4
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 4
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 4
PBU - The Pension Fund of Early Childhood & Youth Educators 4
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 4
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 4
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 4
Beaton Management Co. Inc. 4
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 4
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 4
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 4
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 4
EITAX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Intermediate-Term Municipal Bond Fund Class A 4
Catamount Wealth Management 4
Portfolio Design Labs, LLC 4
Focus Financial Network Inc /adv 4
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 4
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 4
FCAMX - Franklin Municipal Securities Trust - Franklin California High Yield Municipal Fund Class A1 4
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 4
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 4
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 4
Pioneer Floating Rate Trust 4
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 4
Prudential Short Duration High Yield Fund, Inc. 4
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 4
Apollon Financial, LLC 4
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 4
Invst, LLC 4
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 4
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 4
Dougherty & Associates, LLC 4
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 4
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 4
Alpine Associates Advisors 4
Beck Mack & Oliver Llc 4
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 4
Tortoise Mlp Fund, Inc. 4
Signal Advisors Wealth, LLC 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 4
First Trust Investment Solutions L.P. 4
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 4
OPCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester California Municipal Fund Class A 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 4
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 4
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 4
TOPTX - Managed Portfolio Series - Tortoise Energy Evolution Fund A Class Shares 4
M&g Investment Management Ltd 4
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 4
S.A. Mason LLC 4
Antonetti Capital Management LLC 4
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 4
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 4
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 4
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 4
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 4
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 4
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 4
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 4
Keeley-Teton Advisors, LLC 4
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 4
Storebrand Asset Management As 4
Dynamic Wealth Strategies, LLC 4
Christopher J. Hasenberg, Inc 4
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 4
Advantage Advisers Xanthus Fund, L.l.c. 4
Dixon Hubard Feinour & Brown Inc/va 4
First United Bank Trust/ 4
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 4
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 4
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 4
Blackstone / Gso Senior Floating Rate Term Fund 4
Capital Group Private Client Services, Inc. 4
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 4
Mosley Wealth Management 4
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 4
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 4
US Asset Management LLC 4
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 4
Rench Wealth Management, Inc. 4
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 4
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 4
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 4
LOM Asset Management Ltd 4
CGHM - Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF Share class 4
ARS Wealth Advisors Group, LLC 4
William B. Walkup & Associates, Inc. 4
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 4
Aviso Financial Inc. 4
Strategic Capital Group LLC 4
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 4
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 4
Ssga Master Trust 4
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 4
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 4
Drucker Wealth 3.0, LLC 4
Providence First Trust Co 4
Rock Creek Group, LP 4
Equitec Specialists, Llc 4
Peregrine Capital Management Llc 4
NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF 4
HMS Capital Management, LLC 4
CSTMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Short-Term Municipal Fund Share class 4
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 4
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 4
BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 4
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 4
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF 4
Compton Capital Management Inc /ri 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 4
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 4
Walsh & Associates, LLC 4
Asset Planning Services, Ltd. 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 4
Compass Wealth Management LLC 4
LaSalle St. Investment Advisors, LLC 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 4
Shepherd Kaplan Krochuk, Llc 4
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 4
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 4
King Wealth 4
Sterling Global Strategies LLC 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 4
Banque Transatlantique SA 4
Manatuck Hill Partners, LLC 4
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 4
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 4
Advanced Series Trust - Ast High Yield Portfolio 4
Advanced Series Trust - Ast International Growth Portfolio 4
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 4
RiverFront Investment Group, LLC 4
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 4
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 4
Geller Advisors LLC 4
OpenArc Corporate Advisory, LLC 4
HighTower Trust Services, LTA 4
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 4
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 4
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 4
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 4
Buckingham Capital Management, Inc. 4
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 4
Trutina Financial LLC 4
Bnp Paribas 4
Sone Capital Management, LLC 4
Hamel Associates, Inc. 4
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 4
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 4
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 4
Third Point LLC 4
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 4
10Elms LLP 4
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 4
BERIX - Chartwell Funds - Berwyn Income Fund 4
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 4
AEGON USA Investment Management, LLC 4
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 4
LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A 4
HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A 4
First Eagle Investment Management, LLC 4
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 4
IFS Group,LLC 4
First Financial Bank - Trust Division 4
Kempner Capital Management Inc. 4
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund 4
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 4
Detwiler Fenton Investment Management LLC 4
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 4
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 4
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 4
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 4
Gitterman Wealth Management, LLC 4
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 4
NCATX - Northern Funds - Northern California Tax-exempt Fund 4
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 4
WTMCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Mid Cap Value Dividend Fund -Retail Class 4
CTTLX - Calvert Management Series - Calvert Responsible Municipal Income Fund Class A 4
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 4
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 4
Trust CO of the Ozarks 4
NHYMX - Northern Funds - Northern High Yield Municipal Fund 4
NOLCX - Northern Funds - Northern Large Cap Core Fund 4
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 4
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 4
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 4
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 4
Baker Boyer National Bank 4
Mitchell Sinkler & Starr/pa 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 4
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 4
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 4
DKRB - Series Portfolios Trust - Subversive Decarbonization ETF 4
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 4
First Fiduciary Investment Counsel, Inc. 4
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 4
Quantessence Capital LLC 4
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 4
Comerica Securities Inc 4
Covington Investment Advisors Inc. 4
Horan Capital Advisors, LLC. 4
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 4
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 4
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 4
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 4
Beverly Hills Private Wealth, LLC 4
Teachers Insurance & Annuity Association Of America 4
Insigneo Advisory Services, Llc 4
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 4
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 4
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 4
Owl Creek Asset Management, L.P. 4
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 4
Koesten, Hirschmann & Crabtree, INC. 4
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 4
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 4
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 4
Chris Bulman Inc 4
JTFCX - JPMORGAN TRUST II - JPMorgan Tax Free Bond Fund Class C 4
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 4
Bull Harbor Capital LLC 4
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 4
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 4
Town & Country Bank & Trust CO dba First Bankers Trust CO 4
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 4
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 4
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 4
SFCIX - WELLS FARGO FUNDS TRUST - Wells Fargo California Limited-Term Tax-Free fund Class A 4
Cobblestone Capital Advisors Llc /ny/ 4
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 4
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 4
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 4
Acropolis Investment Management, LLC 4
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 4
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 4
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 4
Waddell & Reed Advisors Funds 4
Perritt Capital Management Inc 4
Cohen Klingenstein LLC 4
Dockside LLC 4
Abner Herrman & Brock Llc 4
Frontier Capital Management Co Llc 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 4
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 4
Dunvegan Associates, Inc. 4
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 4
UNIVEST FINANCIAL Corp 4
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 4
Columbia Partners L L C Investment Management 4
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 3
Palumbo Wealth Management LLC 3
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 3
First Washington CORP 3
BFIX - Build Funds Trust - Build Bond Innovation ETF 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 3
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 3
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 3
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 3
Reitz Capital Advisors LLC 3
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 3
Hotaling Investment Management, LLC 3
Shilanski & Associates, Inc. 3
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 3
Wealth Architects, LLC 3
Weaver Capital Management LLC 3
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 3
Bmc Fund Inc 3
Cultivar Capital, Inc. 3
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 3
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 3
Delta Investment Management, LLC 3
Wells Fargo Income Opportunities Fund 3
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 3
FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund 3
Curat Global, LLC 3
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 3
Wood Asset Management Inc 3
JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF 3
Atala Financial Inc 3
Poinciana Advisors Group, Llc 3
South Georgia Capital, Llc 3
Trueblood Wealth Management, LLC 3
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 3
Dodge & Cox 3
Pinnbrook Capital Management Lp 3
Wambolt & Associates, LLC 3
SMMU - PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 3
RB Capital Management, LLC 3
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 3
Cambient Family Office, Llc 3
IPPP - Listed Funds Trust - Preferred-Plus ETF 3
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 3
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 3
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 3
Henrickson Nauta Wealth Advisors, Inc. 3
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 3
Live Oak Investment Partners 3
Aberdeen Standard Global Infrastructure Income Fund 3
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 3
Legacy Capital Partners, Inc. 3
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 3
MIPBX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Municipal Income Portfolio Class I 3
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 3
Signet Investment Advisory Group, Inc. 3
Leigh Baldwin & Co., Llc 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 3
Empire Life Investments Inc. 3
Arvest Investments, Inc. 3
BBT Capital Management, LLC 3
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 3
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 3
SC&H Financial Advisors, Inc. 3
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 3
Barnes Pettey Financial Advisors, Llc 3
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P 3
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 3
Gallagher Fiduciary Advisors, LLC 3
Autus Asset Management, LLC 3
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
Nixon Peabody Trust Co 3
Northwestern Mutual Investment Services Llc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 3
PAX Financial Group, LLC 3
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Infrastructure Fund Class R6 3
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I 3
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 3
Todd Asset Management Llc 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
Pictet North America Advisors SA 3
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 3
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 3
Masso Torrence Wealth Management Inc. 3
Nekton Capital Ltd. 3
Scholtz & Company, Llc 3
Shaker Investments Llc/oh 3
Portfolio Solutions, LLC 3
AM Squared Ltd 3
IMIEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Intermediate Municipal Income Portfolio Class I 3
Pergamon Offshore Advisors, L.P. 3
SMB - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Short Municipal Index ETF 3
Hurlow Wealth Management Group, Inc. 3
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 3
Ninety One UK Ltd 3
Watermark Asset Management, Inc. 3
Reynders McVeigh Capital Management, LLC 3
HCR Wealth Advisors 3
FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A 3
Scott Marsh Financial, LLC 3
Nwq Investment Management Company, Llc 3
Beacon Pointe Wealth Advisors, Llc 3
Blackrock Investment Quality Municipal Trust Inc. 3
Evolution Advisers, Inc. 3
SA FUNDS INVESTMENT TRUST - SA International Value Fund 3
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 3
Clarkston Capital Partners, LLC 3
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 3
Cura Wealth Advisors, Llc 3
Burford Brothers, Inc. 3
Three Seasons Wealth, LLC 3
Adirondack Funds 3
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 3
Newman Dignan & Sheerar, Inc. 3
Susquehanna Trust & Investment Co 3
SHYD - VanEck Vectors ETF Trust - VanEck Vectors Short High-Yield Municipal Index ETF 3
Harbour Investment Management Llc 3
Harfst & Associates, Inc. 3
VELA Investment Management, LLC 3
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 3
Investor's Fiduciary Advisor Network, LLC 3
FKITX - Franklin Tax Free Trust - Franklin Federal Intermediate-term Tax-free Income Fund Class A1 3
Osbon Capital Management Llc 3
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 3
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 3
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 3
Blackrock Long-term Municipal Advantage Trust 3
Blackrock Floating Rate Income Trust 3
Leap Investments Lp 3
Bard Associates Inc 3
Steadfast Capital Management Lp 3
Carson Advisory Inc. 3
Bbr Partners, Llc 3
Anchyra Partners Llc 3
Passumpsic Savings Bank 3
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 3
PACIFIC SELECT FUND - Inflation Strategy Portfolio Class I 3
Genus Capital Management Inc. 3
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 3
PACIFIC SELECT FUND - Comstock Portfolio Class I 3
Jolley Asset Management, LLC 3
Capital Management Associates, Inc 3
Shulman DeMeo Asset Management LLC 3
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 3
Econ Financial Services Corp 3
ESUM - Strategy Shares - Eventide US Market ETF 3
Clear Point Advisors Inc. 3
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 3
Brophy Wealth Management, LLC 3
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 3
Sovereign Investment Advisors, LLC 3
Acima Private Wealth, Llc 3
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF 3
Honeywell International Inc 3
Jackson Thornton Asset Management, Llc 3
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 3
Cross Staff Investments Inc 3
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 3
Massar Capital Management, LP 3
Revolve Wealth Partners, LLC 3
Johanson Financial Advisors, Inc. 3
WoodTrust Financial Corp 3
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF 3
Henssler Funds Inc 3
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 3
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 3
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 3
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 3
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 3
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 3
Gibbs Wealth Management 3
TFB Advisors LLC 3
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 3
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 3
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 3
Burren Capital Advisors Ltd 3
Stelac Advisory Services LLC 3
Cyndeo Wealth Partners, LLC 3
Board of Trustees of The Leland Stanford Junior University 3
Leuthold Group, Llc 3
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 3
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 3
Severin Investments, LLC 3
Perfromance Wealth Partners, LLC 3
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 3
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 3
Mindset Wealth Management, Llc 3
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 3
Cna Financial Corp 3
Blue Barn Wealth, LLC 3
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 3
Vision Capital Management, Inc. 3
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 3
British Airways Pensions Investment Management Ltd 3
VTRN - Victory Portfolios II - VictoryShares Top Veteran Employers ETF 3
Ignite Planners, LLC 3
FLC Capital Advisors 3
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 3
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 3
Invenomic Capital Management LP 3
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 3
PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z 3
Mfs Municipal Income Trust 3
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 3
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 3
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 3
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 3
Legacy Financial Independent Advisors Llc 3
Chapin Davis, Inc. 3
Measured Risk Portfolios, Inc. 3
Appleton Partners Inc/ma 3
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 3
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 3
Greenfield Savings Bank 3
Marble Harbor Investment Counsel, LLC 3
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 3
Blackrock Taxable Municipal Bond Trust 3
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 3
Black Maple Capital Management LP 3
Midas Management Corp 3
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 3
Corvex Management LP 3
Apexium Financial, Lp 3
Smith, Salley & Associates 3
Bluestein R H & Co 3
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 3
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 3
Brooklands Fund Management Ltd 3
Thomas Story & Son Llc 3
Bowman & Co S.C. 3
Sentinus, LLC 3
Sound View Wealth Advisors, Llc 3
EZU - iShares, Inc. - iShares MSCI Eurozone ETF 3
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 3
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 3
Smith, Graham & Co., Investment Advisors, LP 3
TAXF - AMERICAN CENTURY ETF TRUST - American Century Diversified Municipal Bond ETF 3
Strategic Planning, Inc. 3
Blackrock Muniholdings Quality Fund Ii, Inc. 3
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 3
Wall Street Access Asset Management, LLC 3
New Covenant Trust Company, N.A. 3
Canal Capital Management, LLC 3
Castle Wealth Management Llc 3
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 3
FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 3
FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 3
Fisher Funds Management LTD 3
Nicholas Company, Inc. 3
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 3
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 3
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 3
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 3
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 3
Groesbeck Investment Management Corp /nj/ 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 3
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 3
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 3
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 3
Pinnacle Wealth Management Group, Inc. 3
Boston Common Asset Management, LLC 3
Henshaw Capital LLC 3
Scoggin Management Lp 3
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 3
Mattern Capital Management, Llc 3
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 3
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 3
Bluepoint Investment Series Trust 3
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 3
Sandro Wealth Management LLC 3
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 3
FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund 3
Fiduciary Group LLC 3
Deschaine & Company, Llc 3
Little House Capital Llc 3
Oppenheimer Dividend Opportunity Fund 3
KRMA - Global X Funds - Global X Conscious Companies ETF 3
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 3
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 3
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 3
Alliance Wealth Advisors, LLC 3
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 3
Legacy Capital Group California, Inc. 3
Defined Wealth Management, Llc 3
Seminole Management Co., Inc. 3
BERCX - Chartwell Funds - Chartwell Mid Cap Value Fund 3
Holderness Investments Co 3
AAMBX - THRIVENT MUTUAL FUNDS - Thrivent Municipal Bond Fund Class A 3
THMBX - THRIVENT MUTUAL FUNDS - Thrivent High Income Municipal Bond Fund Class S 3
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 3
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 3
Neuberger Berman California Intermediate Municipal Fund Inc 3
Boit C F David 3
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 3
Sawyer & Company, Inc 3
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 3
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 3
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 3
EWP - iShares, Inc. - iShares MSCI Spain ETF 3
JSF Financial, LLC 3
Dimension Capital Management Llc 3
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 3
Pinnacle West Asset Management, Inc. 3
Fcg Advisors, Llc 3
ERTS Wealth Advisors, LLC 3
Tealwood Asset Management Inc 3
Terra Nova Asset Management LLC 3
Lazari Capital Management, Inc. 3
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 3
Rokos Capital Management LLP 3
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 3
EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF 3
Brookfield Global Listed Infrastructure Income Fund Inc. 3
GKV Capital Management Co., Inc. 3
Peachtree Investment Advisors, Inc. 3
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 3
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 3
Cohen & Steers Total Return Realty Fund Inc 3
Boston Research & Management Inc 3
Equity Investment Corp 3
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 3
Charter Capital Management, LLC\DE 3
Horizon Financial Services, Llc 3
IBMP - iSHARES TRUST - iShares iBonds Dec 2027 Term Muni Bond ETF 3
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 3
Traphagen Investment Advisors Llc 3
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 3
S&co Inc 3
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 3
Blackthorn Investment Group Llc 3
Eaton Vance Tax-managed Global Diversified Equity Income Fund 3
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell 3
Susquehanna International Group Ltd. 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 3
Cortina Asset Management, LLC 3
ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A 3
Global Opportunities Portfolio - Global Opportunities Portfolio 3
Mcmillion Capital Management Inc 3
Lehman & Derafelo Financial Resources LLC 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 3
BIP Wealth, LLC 3
Wealth Management Associates, Inc. 3
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 3
Naples Money Management LLC 3
First Trust High Income Long/short Fund 3
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 3
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 3
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 3
Mirova 3
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 3
Founders Capital Management 3
MidAtlantic Capital Management, Inc. 3
Criterion Capital Advisors, Llc 3
Bright Rock Capital Management, Llc 3
Oppenheimer Commodity Strategy Total Return Fund 3
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 3
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 3
Inr Advisory Services Llc 3
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 3
Cetera Trust Company, N.A 3
Crumly & Associates Inc. 3
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 3
Ardevora Asset Management LLP 3
Worth Venture Partners, LLC 3
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 3
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 3
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 3
VCI Wealth Management LLC 3
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 3
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 3
Quest Investment Management Llc 3
Carderock Capital Management Inc 3
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 3
Firestone Capital Management 3
Kennebec Savings Bank 3
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 3
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 3
IBMK - iSHARES TRUST - iShares iBonds Dec 2022 Term Muni Bond ETF 3
Blue Fin Capital, Inc. 3
Forte Capital Llc /adv 3
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 3
Actinver Wealth Management, Inc. 3
Frisch Financial Group, Inc. 3
Antara Capital LP 3
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 3
Lodestar Investment Counsel Llc/il 3
NexPoint Credit Strategies Fund 3
PENN SERIES FUNDS INC - Large Core Value Fund 3
Halsey Associates Inc/ct 3
Norris Perne & French Llp/mi 3
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 3
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 3
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 3
Atlantic Family Wealth, Llc 3
Napier Park Global Capital (US) LP 3
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 3
Penobscot Investment Management Company, Inc. 3
Sequent Asset Management, LLC 3
Blake Schutter Theil Wealth Advisors, LLC 3
Grace & White Inc /ny 3
IPG Investment Advisors LLC 3
Greylin Investment Mangement Inc 3
IBMM - iSHARES TRUST - iShares iBonds Dec 2024 Term Muni Bond ETF 3
Accredited Investors Inc. 3
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 3
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 3
Clearline Capital LP 3
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 3
Hummer Financial Advisory Services Inc 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 3
East Coast Asset Management, LLC. 3
Benefit Street Partners LLC 3
Highland Global Allocation Fund 3
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 3
Outlook Wealth Advisors, LLC 3
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 3
Dowling & Yahnke Llc 3
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 3
Boreal Capital Management LLC 3
Patrick M Sweeney & Associates, Inc 3
Nuveen High Income 2023 Target Term Fund 3
Elliott Investment Management L.P. 3
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 3
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 3
Alphadyne Asset Management, LLC 3
Sentinel Group Funds Inc 3
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 3
Gladius Capital Management LP 3
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 3
AllianzGI Artificial Intelligence & Technology Opportunities Fund 3
Seizert Capital Partners, Llc 3
ABN AMRO Bank N.V. 3
CTEX - PROSHARES TRUST - ProShares S&P Kensho Cleantech ETF 3
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 3
Summit Financial Wealth Advisors, LLC 3
Private Capital Management Inc 3
Adams Asset Advisors, LLC 3
Fourth Dimension Wealth, LLC 3
MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y 3
RNRG - Global X Funds - Global X YieldCo & Renewable Energy Income ETF 3
Inspirion Wealth Advisors, Llc 3
Kiwi Wealth Investments Limited Partnership 3
New World Advisors LLC 3
Westchester Capital Management, LLC 3
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 3
Chatham Capital Group, Inc. 3
BARING ASSET MANAGEMENT Ltd 3
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 3
ECP ControlCo, LLC 3
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 3
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 3
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 3
KerberRose Wealth Management, LLC 3
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 3
MorganRosel Wealth Management, LLC 3
Aip Series Trust 3
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 3
Wasatch Advisors Inc 3
Grayhawk Investment Strategies Inc. 3
FSM Wealth Advisors, LLC 3
Spears Abacus Advisors LLC 3
Parr Mcknight Wealth Management Group, Llc 3
NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A 3
INTAX - Columbia Funds Series Trust II - Columbia Strategic Municipal Income Fund Class A 3
HBW Advisory Services LLC 3
One Fin Capital Management LP 3
Ckw Financial Group 3
Hall Laurie J Trustee 3
ArrowMark Colorado Holdings LLC 3
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 3
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 3
Werba Rubin Papier Wealth Management 3
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 3
Integris Wealth Management, LLC 3
Richmond Investment Services, LLC 3
Partnership Wealth Management, LLC 3
St. James Investment Company, LLC 3
Full Sail Capital, LLC 3
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 3
Old North State Wealth Management, LLC 3
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 3
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 3
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 3
BVAL - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Value ETF 3
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 3
Trium Capital LLP 3
Capital Planning Advisors, LLC 3
Cushing Mlp Total Return Fund 3
Flaherty & Crumrine Total Return Fund Inc 3
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 3
Caldwell & Orkin Inc 3
Quotient Wealth Partners, LLC 3
Penbrook Management LLC 3
BLGR - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Growth ETF 3
ICW Investment Advisors LLC 3
Jnl Series Trust - Jnl/wmc Value Fund (a) 3
New Amsterdam Partners Llc/ny 3
MONECO Advisors, LLC 3
Baer Investment Advisory LLC 3
Kolinsky Wealth Management, LLC 3
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 3
Nicholson Wealth Management Group, LLC 3
SignalPoint Asset Management, LLC 3
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 3
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 3
Piershale Financial Group, Inc. 3
Cantor Fitzgerald, L. P. 3
Morgens Waterfall Vintiadis & Co Inc 3
Gyl Financial Synergies, Llc 3
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 3
Evergreen Wealth Solutions, LLC 3
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 3
Lmp Capital & Income Fund Inc. 3
Virginia Wealth Management Group, Inc. 3
Putney Financial Group LLC 3
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 3
Horizons Wealth Management 3
New Century Financial Group, LLC 3
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 3
Blue Capital, Inc. 3
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 3
Code Waechter LLC 3
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 3
Winthrop Capital Management, LLC 3
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 3
Mayflower Financial Advisors, LLC 3
XML Financial, LLC 3
First National Bank of Mount Dora, Trust Investment Services 3
Country Club Trust Company, n.a. 3
Challenger Wealth Management 3
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 3
Dms Funds 3
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 3
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 3
Power Corp of Canada 3
Aurelius Capital Management, LP 3
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 3
Paladin Advisory Group, LLC 3
Traub Capital Management LLC 3
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 3
Capital Investment Counsel, Inc 3
Cornerstone Financial Partners, LLC 3
Covenant Partners, LLC 3
River & Mercantile Asset Management Llp 3
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 3
Crossvault Capital Management LLC 3
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 3
BlackRock ETF Trust II - iShares High Yield Muni Active ETF 3
Gs Investments, Inc. 3
Eagle Boston Investment Management Inc 3
Graybill Bartz & Assoc Ltd 3
BIT Capital GmbH 3
New England Investment & Retirement Group, Inc. 3
JT Stratford LLC 3
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 3
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 3
NMIEX - Northern Funds - Active M International Equity Fund 3
D. Scott Neal, Inc. 3
Peachtree Investment Partners, LLC 3
VARCOV Co. 3
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 3
VACVX - VALIC Co II - Large Cap Value Fund 3
C WorldWide Group Holding A/S 3
Moment Partners, LLC 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
Greenwich Wealth Management LLC 3
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 3
Mitchell Mcleod Pugh & Williams Inc 3
Sierra Summit Advisors Llc 3
Briaud Financial Planning, Inc 3
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 3
Btr Capital Management Inc 3
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 3
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 3
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 3
Fairview Capital Investment Management, Llc 3
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares 3
Ifrah Financial Services, Inc. 3
Fulcrum Equity Management 3
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 3
Deutsche Municipal Income Trust 3
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 3
Manske Wealth Management 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 3
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 3
Kahn Brothers Group Inc /de/ 3
Van Leeuwen & Company, LLC 3
Western Asset Management Company, LLC 3
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 3
Prudent Investors Network 3
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 3
NUCAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Intermediate Municipal Bond Fund Class A 3
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 3
Carlson Capital Management 3
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 3
Quilter Plc 3
Northwest Bancshares, Inc. 3
Cherokee Insurance Co 3
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 3
Loeb Offshore Management LP 3
NOTEX - Northern Funds - Northern Tax-exempt Fund 3
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 3
NSITX - Northern Funds - Northern Short-intermediate Tax-exempt Fund 3
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 3
FHCOX - Federated Hermes Adviser Series - Federated Hermes Conservative Microshort Fund Institutional Shares 3
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 3
AssuredPartners Investment Advisors, LLC 3
OneAscent Investment Solutions LLC 3
Verity & Verity, LLC 3
Virtus Global Multi-sector Income Fund 3
Financial Freedom, LLC 3
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF 3
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 3
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 3
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 3
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 3
Flatrock Wealth Partners LLC 3
Wiser Advisor Group LLC 3
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 3
Richardson Capital Management LLC 3
Vista Capital Partners, Inc. 3
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 3
Fusion Family Wealth LLC 3
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 3
Aureus Asset Management, LLC 3
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 3
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3
Fs Multi-alternative Income Fund 3
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF 3
Blue Bell Private Wealth Management, Llc 3
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 3
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 3
Maridea Wealth Management LLC 3
Loveless Wealth Management LLC 3
Easterly Investment Partners Llc 3
Amussen Hunsaker Associates Llc 3
Mb, Levis & Associates, Llc 3
Broadwater Capital Management Llc 3
FCG Investment Co 3
Valley National Bancorp 3
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF 3
Abbrea Capital, LLC 3
Caisse Des Depots Et Consignations 3
First Citizens Bancorporation Inc 3
Caliber Wealth Management, LLC / KS 3
Aventus Investment Advisors, Inc. 3
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 3
Lawson Kroeker Investment Management Inc/ne 3
Aristeia Capital Llc 3
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 3
Bryce Point Capital, LLC 3
Means Investment Co., Inc. 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 3
Bourgeon Capital Management Llc 3
Burke & Herbert Bank & Trust Co 3
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 3
Victory Financial Group, Llc 3
71 West Capital Partners 3
Biltmore Wealth Management, LLC 3
Banyan Partners, LLC 3
GENT - Spinnaker ETF Series - Genter Capital Taxable Quality Intermediate ETF 3
TCW ETF Trust - TCW Flexible Income ETF 3
Markston International Llc 3
OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF 3
American Independence Financial Services LLC 3
Invesco California Value Municipal Income Trust 3
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 3
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 3
Blackrock Munivest Fund, Inc. 3
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 3
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 3
HoyleCohen, LLC 3
University Of Texas/texas Am Investment Managment Co 3
Sentinel Asset Management, Inc. 3
South Street Advisors LLC 3
Slow Capital, Inc. 3
North Point Portfolio Managers Corp/oh 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 3
Core Bond Portfolio - Core Bond Portfolio 3
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 3
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund 3
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 3
Davidson Kempner Capital Management LLC 3
Provident Wealth Management, LLC 3
Paradigm Financial Advisors, LLC 3
Woodard & Co Asset Management Group Inc /adv 3
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 3
Financial Partners Group, Inc 3
Symmetry Investments LP 3
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 3
Diameter Capital Partners LP 3
Douglas Lane & Associates, LLC 3
Capitolis Liquid Global Markets Llc 3
One Wealth Advisors, LLC 3
Waycross Partners, Llc 3
Galvin, Gaustad & Stein, LLC 3
Achievement Holdings L.P. 3
Greenhouse Wealth Management, LLC 3
JB Capital LLC 3
Clark Financial Services Group Inc /bd 3
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 3
Latitude Advisors, LLC 3
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 3
Chapman Financial Group, Llc 3
Strategic Capital Advisers, Inc. 3
Aviso Wealth Management 3
Heritage Wealth Management, Inc. 3
Wingate Wealth Advisors, Inc. 3
Cincinnati Insurance Co 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 3
Princeton Capital Management Inc 3
Radcliffe Capital Management, L.P. 3
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 3
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 3
Court Place Advisors, LLC 3
Iams Wealth Management, Llc 3
ROE - EA Series Trust - Astoria US Quality Kings ETF 3
Blackrock Floating Rate Income Strategies Fund, Inc. 3
Mitchell & Pahl Private Wealth, Llc 3
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 3
ULTRA SERIES FUND - Core Bond Fund Class I 3
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 3
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 3
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 3
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 3
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 3
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF 3
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 3
CBOE Vest Financial, LLC 3
Thomaspartners, Inc. 3
Merrion Investment Management Co, LLC 3
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 3
Silverleafe Capital Partners, LLC 3
Compass Financial Services Inc 3
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 3
Perkins Investment Management, LLC 3
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 3
Bray Capital Advisors 3
3Chopt Investment Partners, LLC 3
Cpwm, Llc 3
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class 3
Beach Investment Management, LLC. 3
Insight Folios Inc 3
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 3
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 3
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 3
Partners Capital Investment Group, Llp 3
Spectrum Wealth Counsel, LLC 3
Periscope Capital Inc. 3
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 3
Glenhill Advisors Llc 3
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 3
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 3
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 3
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 3
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 3
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares 3
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 3
Family Management Corp 3
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 3
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 3
CFICX - CALVERT FUND - Calvert Income Fund Class A 3
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 3
ATFAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Limited Term Municipal Income Class A 3
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 3
VCTPX - VALIC Co I - Inflation Protected Fund 3
Williamson Legacy Group, LLC 3
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 3
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF 3
Arrowgrass Capital Partners (us) Lp 3
Prio Wealth Limited Partnership 3
Financial Advisory Partners, Llc 3
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund 3
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 3
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 3
New Potomac Partners, LLC 3
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 3
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 3
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 3
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 3
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 3
Benedetti & Gucer, Inc. 3
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 3
Sovran Advisors, LLC 3
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 3
Wilson, Kemp & Associates, Inc. 3
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I 3
Sigma Investment Counselors Inc 3
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 3
Mid Continent Capital Llc/il 3
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF 3
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 3
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 3
D.B. Root & Company, LLC 3
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 3
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 3
Cary Street Partners Asset Management Llc 3
Center For Asset Management LLC 3
Titus Wealth Management 3
Roberts Glore & Co Inc /il/ 3
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 3
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 3
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 3
Alliance Wealth Advisors, LLC /UT 3
Ballast, Inc. 3
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 3
Pegasus Asset Management, Inc. 3
Tiedemann Trust Co 3
Arcus Capital Partners, LLC 3
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 3
Nuveen Preferred & Income Term Fund 3
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 3
Resource Management, LLC 3
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 3
BTEIX - Brown Advisory Funds - Brown Advisory Tax-Exempt Bond Fund Institutional Shares 3
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 3
Lincoln Capital Corp 3
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 3
Murphy, Middleton, Hinkle & Parker, Inc. 3
Essex Investment Management Co Llc 3
Navalign, LLC 3
apricus wealth, LLC 3
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 3
MYCM - SSGA Active Trust - SPDR SSGA My2033 Corporate Bond ETF 3
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 3
LMG Wealth Partners, LLC 3
Summit Financial Group, Inc. 3
Maple Capital Management, Inc. 3
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 3
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 3
Phoenix Holdings Ltd. 3
Franklin, Parlapiano, Turner & Welch, LLC 3
Vantage Financial Partners, LLC 3
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 3
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 3
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 3
BlackRock ETF Trust - BlackRock Large Cap Value ETF 3
Q3 Asset Management 3
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 3
Northside Capital Management, LLC 3
Thrive Capital Management, LLC 3
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 3
Profunds - Profund Vp Small-cap Value 3
Verbena Value LP 3
Profunds - Profund Vp Small-cap Growth 3
Zhang Financial LLC 3
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 3
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 3
Confluence Wealth Management LLC 3
Black Swift Group, LLC 3
Sterling Investment Counsel, LLC 3
Avantra Family Wealth, Inc. 3
JMUB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 3
Key Client Fiduciary Advisors, LLC 3
Marshall & Sullivan Inc /wa/ 3
Nuveen Preferred & Income 2022 Term Fund 3
Capitolis Liquid Global Markets LLC 3
New Wave Wealth Advisors Llc 3
Oppenheimer Main Street Mid Cap Fund 3
Polymer Capital Management (HK) LTD 3
Point View Wealth Management, Inc. 3
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C 3
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 3
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 3
GMICX - GMO TRUST - GMO International Equity Fund Class II 3
Ramsey Quantitative Systems 3
USAdvisors Wealth Management, LLC 3
LGT Fund Management Co Ltd. 3
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 3
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 3
Wealthstreet Investment Advisors, LLC 3
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 3
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 3
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 3
Rogco, Lp 3
Investmark Advisory Group LLC 3
Offit Capital Advisors Llc 3
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 3
Danica Pension, Livsforsikringsaktieselskab 3
TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A 3
TLMAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Municipal Fund Class A 3
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 3
Retireful, LLC 3
Cavalier Investments, LLC 3
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 3
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 3
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 3
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 3
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 3
Rotella Capital Management, Inc. 3
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 3
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 3
Mosaic Family Wealth Partners, Llc 3
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 3
Pettee Investors, Inc. 3
Knollwood Investment Advisory, LLC 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 3
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 3
Nicholas Hoffman & Company, LLC. 3
Powers Advisory Group, LLC 3
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 3
FXTAX - Northern Lights Fund Trust - PSI Tactical Growth Fund Class A Shares 3
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 3
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
FORM Wealth Advisors, LLC 3
Aries Wealth Management 3
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 3
Manning & Napier Group, LLC 3
BSMU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF 3
MML Series Investment Fund II - MML High Yield Fund Class II 3
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 3
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class 3
Tema ETF Trust - Tema Electrification ETF 3
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 3
Lockerman Financial Group, Inc. 3
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 3
Day & Ennis, LLC 3
Alley Investment Management Company, LLC 3
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 3
Sky Investment Group LLC 3
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 3
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 3
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 3
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 3
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF 3
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 3
Channing Capital Management, LLC 3
PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - 3
Putnam Fund For Growth & Income 3
Revisor Wealth Management LLC 3
GSAAX - GOLDMAN SACHS TRUST - Goldman Sachs Municipal Income Completion Fund Separate Account Institutional Shares 3
Sax Wealth Advisors, Llc 3
SGPIX - Profunds - Small-cap Growth Profund Investor Class 3
Mesirow Institutional Investment Management, Inc. 3
Stonehaven Wealth & Tax Solutions, Llc 3
FLMB - Franklin Templeton ETF Trust - Franklin Liberty Municipal Bond ETF 3
Wells Trecaso Financial Group, LLC 3
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 3
VGI Partners Ltd 3
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 3
Cooper Creek Partners Management Llc 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 3
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 3
Malaga Cove Capital, LLC 3
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 3
Meristem Family Wealth, LLC 3
High Falls Advisors, Inc 3
Highwater Wealth Management, LLC 3
SVPIX - Profunds - Small-cap Value Profund Investor Class 3
Usca All Terrain Fund 3
Oxler Private Wealth LLC 3
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 3
Wafra Inc. 3
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 3
W.H. Cornerstone Investments Inc. 3
Good Steward Wealth Advisors,LLC 3
ForthRight Wealth Management, LLC 3
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 3
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 3
Capital Group KKR Core Plus (plus) 3
BNY MELLON VARIABLE INVESTMENT FUND - International Value Portfolio - Initial Shares 3
Lansdowne Partners (uk) Llp 3
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 3
Mechanics Financial Corp 3
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 3
MASTERINVEST Kapitalanlage GmbH 3
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 3
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 3
Cornerstone Investment Partners, LLC 3
Kingfisher Capital LLC 3
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 3
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 3
ANIAX - BERNSTEIN SANFORD C FUND INC - New York Municipal Portfolio AB Intermediate New York Municipal Class A 3
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 3
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 3
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 3
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 3
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 3
Beacon Financial Strategies CORP 3
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 3
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 3
Bridgewater Advisors Inc. 3
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 3
Gruss Capital Management LP 3
Expressive Wealth LLC 3
Tiemann Investment Advisors, Llc 3
Bradley & Co. Private Wealth Management, LLC 3
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 3
Decker Retirement Planning Inc. 3
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 3
Shapiro Capital Management Llc 3
LVZ Advisors, Inc. 3
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 3
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares 3
COMMERCE FUNDS - The MidCap Value Fund Shares 3
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 3
Signature Estate & Investment Advisors Llc 3
Journey Retirement Planning & Investment Management Llc 3
Garrett Investment Advisors LLC 3
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 3
Rhl Group, Llc 3
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 3
Prosperity Financial Group, Inc. 3
Daytona Street Capital LLC 3
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 3
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 3
O'Domhnaill Enterprises, Inc. 3
Platinum Investment Management Ltd 3
StrongBox Wealth, LLC 3
Interactive Financial Advisors 3
Moody Lynn & Lieberson, Llc 3
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 3
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 3
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 3
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 3
Huntleigh Advisors, Inc. 3
Quad Capital Management Advisors LLC 3
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 3
Oppenheimer Limited-term Bond Fund 3
Old Dominion Capital Management Inc 3
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 3
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 3
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 3
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF 3
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 3
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 3
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 3
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 3
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 3
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 3
SmartHarvest Portfolios, LLC 3
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 3
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 3
Titleist Asset Management, Llc 3
Centricity Wealth Management, LLC 3
GenTrust, LLC 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 3
Gibson Wealth Advisors LLC 3
BTS Asset Management, Inc. 3
Argent Trust Co 3
Canopy Partners, LLC 3
NUKZ - EXCHANGE TRADED CONCEPTS TRUST - Range Nuclear Renaissance Index ETF 3
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 3
Pzena Investment Management Llc 3
TRH Financial, LLC 3
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 3
Adalta Capital Management LLC 3
GHII - Invesco Exchange-Traded Fund Trust II - Invesco S&P High Income Infrastructure ETF 3
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 3
Van Diest Capital, LLC 3
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 3
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 3
Moss Adams Wealth Advisors LLC 3
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 3
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 3
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 3
Lynx Investment Advisory 3
Violich Capital Management, Inc. 3
Cheviot Value Management, LLC 3
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class 3
Granite Bay Wealth Management, LLC 3
Angeles Wealth Management, Llc 3
Journey Advisory Group, LLC 3
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 3
Kraematon Investment Advisors, Inc 3
Integre Asset Management, LLC 3
Boston Family Office Llc 3
Gilman Hill Asset Management, LLC 3
NCM Capital Management, LLC 3
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 3
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 3
Roffman Miller Associates Inc /pa/ 3
Watershed Asset Management, L.L.C. 3
Veracity Capital LLC 3
Gyrus Investment Management Inc. 3
Pines Wealth Management, LLC 3
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 3
FXINX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Focused Index Fund 3
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 3
Nuveen California Municipal Value Fund Inc 3
Grant/GrossMendelsohn, LLC 3
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 3
683 Capital Management, LLC 3
Cynosure Advisors, Llc 3
BlackRock ETF Trust II - BlackRock Intermediate Muni Income Bond ETF 3
Purpose Unlimited Inc. 3
Wealth Group, Ltd. 3
Bridge Creek Capital Management LLC 3
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 3
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 3
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 3
Jones Road Capital Management, L.p. 3
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 3
Susquehanna Advisors Group, Inc. 3
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 3
Perennial Advisors, LLC 3
West Michigan Advisors, Llc 3
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 3
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 3
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 3
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 3
Fullcircle Wealth Llc 3
Sienna Gestion 3
Compass Financial Group, INC/SD 3
Intelligent Financial Strategies 3
Hoese & Co LLP 3
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 3
Blackrock Enhanced Global Dividend Trust 3
King Street Capital Management, L.p. 3
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 3
Exos Asset Management LLC 3
PNYIX - PIMCO FUNDS - PIMCO New York Municipal Bond Fund Institutional 3
Wills Financial Group, Inc. 3
TAMBX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Tax-Free Bond Fund Class A 3
Boyer & Corporon Wealth Management, LLC 3
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 3
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 3
AUERX - Unified Series Trust - Auer Growth Fund 3
SAVIX - UNIFIED SERIES TRUST - Symons Value Institutional Fund Symons Value Institutional 3
Cfs, Llc 3
Emerald Advisers, Llc 3
Charter Research & Investment Group, Inc. 3
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 3
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 3
Longview Financial Advisors, Inc. 3
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 3
Guardian Wealth Management, Inc. 3
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 3
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 3
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares 3
III Capital Management 3
Karpas Strategies, Llc 3
FCTFX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Municipal Income Fund 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 3
TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2 3
ETBOX - E Trade Trust - E*TRADE No Fee U.S. Bond Index Fund 3
Lipe & Dalton 3
Castellan Group, LLC 3
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 3
SageGuard Financial Group, LLC 3
York Capital Management Global Advisors, LLC 3
Delta Financial Group, Inc. 3
Vertex One Asset Management Inc. 3
Western Asset Premier Bond Fund 3
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 3
Spinnaker Trust 3
PSDIX - PIMCO FUNDS - PIMCO Short Duration Municipal Income Fund Institutional 3
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 3
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 3
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 3
Signature Wealth Management Partners, LLC 3
NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares 3
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 3
Employers Holdings, Inc. 3
Voya Senior Income Fund 3
Commonwealth Retirement Investments LLC 3
Alchemi Wealth, LLC 3
Redmont Wealth Advisors Llc 3
Plancorp, LLC 3
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 3
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A 3
Cleary Gull Holdings Inc. 3
140 Summer Partners LP 3
Monumental Financial Group Inc. 3
Connecticut Wealth Management, LLC 3
BTC Capital Management, Inc. 3
Arbor Investment Advisors, LLC 3
Delap Wealth Advisory, Llc 3
Liberty One Investment Management, Llc 3
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 3
Lbmc Investment Advisors, Llc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 3
SeaBridge Investment Advisors LLC 3
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 3
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 3
MSH Capital Advisors LLC 3
Central Asset Investments & Management Holdings (HK) Ltd 3
Spotlight Asset Group, Inc. 3
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 3
Invesco Trust For Investment Grade Municipals 3
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 3
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 3
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 3
RBB FUND, INC. - Aquarius International Fund 3
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 3
Portfolio Strategies, Inc. 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 3
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 3
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 3
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 3
Exos TFP Holdings LLC 3
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 3
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 3
Win Advisors, Inc 3
Riverbend Wealth Management, LLC 3
Peoples Bank /oh 3
Argyle Capital Management Inc. 3
SMLAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Managed Municipal Bond Fund Class A 3
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 3
ELCO Management Co., LLC 3
Regency Capital Management Inc.\DE 3
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 3
Sage Capital Advisors,llc 3
Prudent Man Advisors, LLC 3
Putnam Investors Fund 3
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF 3
Dfa Investment Trust Co - The Dfa International Value Series 3
Fragasso Group Inc. 3
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 3
Copley Financial Group, Inc. 3
Invesco Quality Municipal Income Trust 3
PTHAX - PUTNAM TAX FREE INCOME TRUST - Putnam Tax-Free High Yield Fund Class C Shares 3
First American Trust, Fsb 3
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 3
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 3
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 3
EAM Investors, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 3
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 3
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 3
Nokota Management, LP 3
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 3
IBVAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Core Equity Fund Class A 3
Lesa Sroufe & Co 3
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 3
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 3
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF 3
Robinson Value Management, Ltd. 3
FGBKX - FRANKLIN TAX FREE TRUST - Franklin Municipal Green Bond Fund Advisor Class 3
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 3
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 3
Rathbone Brothers plc 3
Lcnb Corp 3
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 3
Emfo, Llc 3
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 3
Oppenheimer Ultra-short Duration Fund 3
SMITH HAYES Advisers, Inc 3
Blenheim Capital Management, BV 3
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 3
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 3
FKCIX - Franklin California Tax Free Trust - Franklin California Intermediate-term Tax-free Income Fund Class A1 3
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 3
BKGI - BNY Mellon ETF Trust - BNY Mellon Global Infrastructure Income ETF 3
Thornburg Investment Management Inc 3
Smith Chas P & Associates Pa Cpas 3
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 3
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 3
Eads & Heald Wealth Management 3
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I 3
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 3
Hobart Private Capital, LLC 3
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 3
Amplify ETF Trust - Amplify Cleaner Living ETF 3
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 3
Prospector Partners Llc 3
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF 3
FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares 3
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 3
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 3
Themes Management Co LLC 3
Outfitter Financial LLC 3
Hudson Value Partners, LLC 3
Calamos Dynamic Convertible & Income Fund 3
Calamos Convertible & High Income Fund 3
Calamos Convertible Opportunities & Income Fund 3
Patten & Patten Inc/tn 3
Eaton Vance Municipal Income 2028 Term Trust 3
Castle Financial & Retirement Planning Associates, Inc. 3
Prudential Global Short Duration High Yield Fund, Inc. 3
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 3
Terril Brothers, Inc. 3
EFG Asset Management (Americas) Corp. 3
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 3
Koss-Olinger Consulting, LLC 3
Piper Sandler & Co. 3
Strait & Sound Wealth Management LLC 3
MKT Advisors LLC 3
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 3
Fiduciary Financial Services Of The Southwest Inc /tx 3
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 3
Syntegra Private Wealth Group, LLC 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
Plimoth Trust Co Llc 3
APG Asset Management US Inc. 3
Rexford Capital Inc 3
Vollero Beach Capital Partners LLC 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 3
DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z 3
OTA Financial Group L.P. 3
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 3
Bardin Hill Management Partners Lp 3
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 3
Kozak & Associates, Inc. 3
ADVANCED SERIES TRUST - AST Jennison Global Infrastructure Portfolio 3
Orion Capital Management LLC 3
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 3