Security And Commodity Brokers, Dealers, Exchanges, And Services - Largest Owners in this Industry

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

Investor Number of Known Investments
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 491
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 428
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 392
UBS Group AG 359
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 344
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 343
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 341
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 337
Proequities, Inc. 335
Morgan Stanley 330
Susquehanna International Group, Llp 329
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 329
Royal Bank Of Canada 329
Citadel Advisors Llc 328
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 327
Jane Street Group, Llc 325
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 325
Bank Of America Corp /de/ 315
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 313
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 308
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 298
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 297
Wells Fargo & Company/mn 290
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 287
Tower Research Capital LLC (TRC) 285
Jpmorgan Chase & Co 279
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 274
ABYAX - RBB FUND, INC. - Abbey Capital Futures Strategy Fund Class A Shares 274
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 274
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 273
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 272
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 272
Advisor Group Holdings, Inc. 269
Goldman Sachs Group Inc 267
Pnc Financial Services Group, Inc. 260
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 259
IFP Advisors, Inc 255
Fmr Llc 255
Citigroup Inc 252
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 251
Bank Of Montreal /can/ 247
LPL Financial LLC 246
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 244
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 242
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 242
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 239
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 239
Barclays Plc 233
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 231
Deutsche Bank Ag\ 231
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 230
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 227
Creative Planning 226
Ameriprise Financial Inc 226
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 225
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 224
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 224
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 224
Ladenburg Thalmann Financial Services Inc 223
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 222
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 222
Northwestern Mutual Wealth Management Co 222
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 219
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 217
Envestnet Asset Management Inc 217
Virtu Financial LLC 216
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 216
MAFAX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class A Shares 212
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 211
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 211
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 211
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 210
BlackRock, Inc. 210
American International Group, Inc. 209
Advisory Services Network, LLC 209
Millennium Management Llc 206
Parallax Volatility Advisers, L.P. 205
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 205
Us Bancorp \de\ 205
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 205
Advisor Group, Inc. 204
Credit Suisse Ag/ 204
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 203
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 203
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 201
Steward Partners Investment Advisory, Llc 201
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 200
Ubs Ag 200
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 199
MASTER BOND LLC - Master Total Return Portfolio 199
Simplex Trading, Llc 195
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 194
Fifth Third Bancorp 193
Hrt Financial Lp 193
Cambridge Investment Research Advisors, Inc. 193
Cwm, Llc 192
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 192
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 192
QGMIX - AQR Funds - AQR Global Macro Fund Class I 190
Bank of New York Mellon Corp 189
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 187
Wolverine Trading, Llc 187
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 186
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 186
Kcg Holdings, Inc. 185
SG Americas Securities, LLC 183
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 183
HighTower Advisors, LLC 183
Captrust Financial Advisors 183
Bnp Paribas Arbitrage, Sa 181
Six Circles Trust - Six Circles Global Bond Fund 181
Northern Trust Corp 179
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 178
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 178
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 178
Stifel Financial Corp 177
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 176
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 176
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 176
Manufacturers Life Insurance Company, The 173
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 173
Two Sigma Securities, Llc 172
Sei Investments Co 172
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 171
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 171
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 171
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 171
Raymond James & Associates 171
Allworth Financial LP 168
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 168
Commonwealth Equity Services, Llc 167
Group One Trading, L.p. 167
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 166
Rockefeller Capital Management L.P. 166
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 166
Vanguard Group Inc 166
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 165
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 165
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 165
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 164
Old Mission Capital Llc 164
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 164
Invesco Ltd. 164
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 164
Comerica Bank 163
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 163
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 162
Renaissance Technologies Llc 162
MetLife Securities, Inc 162
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 161
Private Advisor Group, LLC 158
ARCNX - AQR Funds - AQR Risk-Balanced Commodities Strategy Fund Class N 158
Raymond James Financial Inc 158
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 157
GWM Advisors LLC 157
Cetera Investment Advisers 157
Ancora Advisors, LLC 157
Geneos Wealth Management Inc. 156
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 155
Farther Finance Advisors, LLC 155
Harbour Investments, Inc. 153
Cutler Group LP 153
Signaturefd, Llc 153
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 153
Bessemer Group Inc 153
National Asset Management, Inc. 152
Prelude Capital Management, Llc 152
Global Retirement Partners, LLC 152
Raymond James Financial Services Advisors, Inc. 152
Huntington National Bank 150
CIBC Private Wealth Group, LLC 150
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 149
Geode Capital Management, Llc 149
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 148
Stratos Wealth Partners, LTD. 148
Parallel Advisors, LLC 148
Thrivent Financial For Lutherans 148
Kestra Advisory Services, LLC 147
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 147
Qube Research & Technologies Ltd 147
NEXT Financial Group, Inc 146
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 146
Assetmark, Inc 146
State Street Corp 144
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 144
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 144
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 144
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 144
Walleye Trading LLC 143
Janney Montgomery Scott LLC 143
Marshall Wace, Llp 143
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 143
Flow Traders U.s. Llc 142
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 142
Two Sigma Investments, Lp 142
American Portfolios Advisors 141
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 141
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 141
Nomura Holdings Inc 140
Federation des caisses Desjardins du Quebec 140
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 140
National Bank Of Canada /fi/ 138
Glenmede Trust Co Na 138
CLAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi Strategy Alternatives Fund Class A 137
MAI Capital Management 137
Cetera Advisor Networks LLC 136
Mariner, LLC 136
Sowell Financial Services LLC 136
D. E. Shaw & Co., Inc. 135
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 135
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 134
SRS Capital Advisors, Inc. 134
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 134
Alliancebernstein L.p. 133
Mml Investors Services, Llc 133
Aqr Capital Management Llc 133
Ubs Asset Management Americas Inc 133
Blair William & Co/il 132
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 132
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 132
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 132
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 132
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 131
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 131
Truist Financial Corp 131
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 131
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 131
Walleye Capital LLC 131
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 131
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 131
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 130
Sonora Investment Management, LLC 130
AdvisorNet Financial, Inc 130
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 130
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 130
Parametric Portfolio Associates Llc 130
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 130
Belpointe Asset Management LLC 129
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 129
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 129
Larson Financial Group LLC 129
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 129
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 128
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 128
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 128
JASVX - James Alpha Funds Trust - James Alpha Structured Credit Value Fund Class A 127
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 127
Jane Street Holding, LLC 127
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 127
Prudential Financial Inc 127
Wolverine Asset Management Llc 127
Spire Wealth Management 127
International Assets Investment Management, Llc 127
Russell Investments Group, Ltd. 126
O'shaughnessy Asset Management, Llc 126
Verition Fund Management LLC 126
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 126
Victory Capital Management Inc 126
Squarepoint Ops LLC 126
AE Wealth Management LLC 126
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 126
Ronald Blue Trust, Inc. 126
Jones Financial Companies Lllp 125
Paloma Partners Management Co 124
Atria Investments Llc 124
Nbc Securities, Inc. 124
EverSource Wealth Advisors, LLC 124
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 124
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 123
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 123
New York State Common Retirement Fund 123
Neuberger Berman Group LLC 123
Jefferies Group LLC 123
Franklin Resources Inc 122
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 122
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 122
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 122
Charles Schwab Investment Management Inc 122
Wellington Management Group Llp 122
Rhumbline Advisers 121
Panagora Asset Management Inc 121
RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares 121
Tudor Investment Corp Et Al 120
Sunbelt Securities, Inc. 120
Hsbc Holdings Plc 120
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 119
D.a. Davidson & Co. 119
Guggenheim Capital Llc 119
Benjamin F. Edwards & Company, Inc. 119
Mirae Asset Global Investments Co., Ltd. 119
FNY Investment Advisers, LLC 119
Balyasny Asset Management Llc 119
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 119
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 119
CoreCap Advisors, LLC 119
Private Trust Co Na 118
Brinker Capital Investments, LLC 118
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 118
Principal Securities, Inc. 118
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 118
Two Sigma Advisers, Lp 118
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 117
Quadrature Capital Ltd 117
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 117
CIBC World Markets Inc. 117
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 117
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 117
WFG Advisors, LP 117
Gsa Capital Partners Llp 117
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 116
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 116
Lazard Asset Management Llc 116
Legal & General Group Plc 116
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 116
Creative Financial Designs Inc /adv 116
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 116
NOBOX - Northern Funds - Northern Bond Index Fund 116
First Trust Advisors Lp 116
American Century Companies Inc 116
Wealth Enhancement Advisory Services, Llc 115
Mercer Global Advisors Inc /adv 115
First Horizon Advisors, Inc. 115
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 115
Acadian Asset Management Llc 114
Oppenheimer & Co Inc 114
Cetera Advisors LLC 114
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 114
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 113
Dimensional Fund Advisors Lp 113
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 113
Flagship Harbor Advisors, Llc 113
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 113
Ground Swell Capital, LLC 112
California State Teachers Retirement System 112
Quadrant Capital Group Llc 112
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 112
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 112
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 112
Invesco Bond Fund 112
Wealthcare Advisory Partners LLC 112
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 112
Hartland & Co., LLC 112
Ameritas Investment Partners, Inc. 111
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 111
Whittier Trust Co 111
Boothbay Fund Management, Llc 111
Sawtooth Solutions, LLC 111
Cerity Partners LLC 111
IMC-Chicago, LLC 110
California Public Employees Retirement System 110
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 110
Allianz Asset Management GmbH 110
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 110
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 109
Price T Rowe Associates Inc /md/ 109
Macquarie Group Ltd 109
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 109
Commonwealth Equity Services, Inc 109
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 109
Penserra Capital Management LLC 108
Schonfeld Strategic Advisors LLC 108
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 108
TCI Wealth Advisors, Inc. 108
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 108
Strs Ohio 108
CI Private Wealth, LLC 108
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 108
Great West Life Assurance Co /can/ 108
XTX Topco Ltd 108
Cubist Systematic Strategies, LLC 108
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 108
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 107
CENTRAL TRUST Co 107
Voya Investment Management Llc 107
Parkside Financial Bank & Trust 107
IHT Wealth Management, LLC 107
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 107
Sterling Capital Management LLC 107
BlackRock Institutional Trust Company, N.A. 107
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 106
Nuveen Asset Management, LLC 106
Brookstone Capital Management 106
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 106
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 106
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 106
Federated Hermes, Inc. 106
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 105
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 105
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 105
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 105
Gradient Investments LLC 105
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 105
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 105
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 105
Prospera Financial Services Inc 104
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 104
Jump Financial, LLC 104
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 104
Sofos Investments, Inc. 104
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 104
EBSAX - RBB FUND, INC. - Campbell Systematic Macro Fund Class A Shares 104
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 103
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 103
BlackRock Investment Management, LLC 103
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 103
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 103
Meeder Asset Management Inc 103
JASVX - SARATOGA ADVANTAGE TRUST - James Alpha Structured Credit Value Portfolio Class A 103
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 103
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 103
Valeo Financial Advisors, LLC 103
First Allied Advisory Services, Inc. 102
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 102
Point72 Asset Management, L.P. 102
Arrowstreet Capital, Limited Partnership 102
Patriot Financial Group Insurance Agency, LLC 102
Brown Brothers Harriman & Co 102
We Are One Seven, LLC 102
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 102
Sound Income Strategies, LLC 101
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 101
Ameritas Advisory Services, LLC 101
Sigma Planning Corp 101
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 101
Orion Portfolio Solutions, LLC 101
TD Waterhouse Canada Inc. 101
GPMFX - GPS Funds II - GuidePath(R) Managed Futures Strategy Fund Service Shares 100
Money Concepts Capital Corp 100
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 100
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 100
Seacrest Wealth Management, Llc 100
Teacher Retirement System Of Texas 100
Massmutual Trust Co Fsb/adv 100
BlackRock Advisors LLC 100
Oxford Asset Management Llp 100
Smartleaf Asset Management LLC 100
Cresset Asset Management, LLC 99
Public Employees Retirement System Of Ohio 99
Howe & Rusling Inc 99
HAP Trading, LLC 99
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 99
MUFG Americas Holdings Corp 98
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 98
Trexquant Investment LP 98
Eaton Vance Management 98
Carroll Financial Associates, Inc. 98
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 98
Plante Moran Financial Advisors, LLC 98
BRACX - Blackrock Allocation Target Shares - Bats Series C 98
Toronto Dominion Bank 98
Dynamic Technology Lab Private Ltd 98
M&t Bank Corp 98
Norges Bank 97
First Manhattan Co 97
Quantbot Technologies LP 97
Proficio Capital Partners LLC 97
United Capital Financial Advisers, Llc 97
Alberta Investment Management Corp 96
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 96
Los Angeles Capital Management Llc 96
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 96
Versant Capital Management, Inc 96
Principal Financial Group Inc 96
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 96
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 96
Regions Financial Corp 96
Engineers Gate Manager LP 96
First Republic Investment Management, Inc. 96
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 96
BlackRock Fund Advisors 95
State Board Of Administration Of Florida Retirement System 95
Brown Advisory Inc 95
Resources Investment Advisors, LLC. 95
Financial Architects, Inc 95
Arkadios Wealth Advisors 95
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 95
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 95
Jfs Wealth Advisors, Llc 95
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 95
State Of Wisconsin Investment Board 95
Sanctuary Advisors, LLC 94
Baird Financial Group, Inc. 94
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 94
Centaurus Financial, Inc. 94
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 94
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 94
Avantax Advisory Services, Inc. 94
ProShare Advisors LLC 94
Financial Advocates Investment Management 94
Healthcare Of Ontario Pension Plan Trust Fund 94
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 93
PEAK6 Investments, L.P. 93
Cornerstone Planning Group LLC 93
Metropolitan Life Insurance Co/ny 93
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 93
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 93
Chicago Partners Investment Group LLC 93
Magnetar Financial LLC 93
ExodusPoint Capital Management, LP 93
Managed Account Advisors Llc 93
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 93
Covestor Ltd 93
Vanguard Capital Management Llc 92
Advanced Series Trust - Ast Advanced Strategies Portfolio 92
Umb Bank N A/mo 92
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 92
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 92
Ameritas Investment Corp 92
Lindbrook Capital, Llc 92
Wealthspire Advisors, LLC 92
Zurcher Kantonalbank (Zurich Cantonalbank) 92
PEAK6 Investments LLC 92
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 91
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 91
National Planning Corp 91
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 91
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 91
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 91
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 91
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 91
Connor, Clark & Lunn Investment Management Ltd. 91
Clear Street Markets Llc 91
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 91
Cullen/frost Bankers, Inc. 91
Nisa Investment Advisors, Llc 91
Hillsdale Investment Management Inc. 91
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 91
Royce & Associates Lp 90
Synovus Financial Corp 90
Empowered Funds, LLC 90
PDT Partners, LLC 90
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 90
Tiaa Cref Investment Management Llc 90
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 90
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 90
Toroso Investments, LLC 90
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 90
Rehmann Capital Advisory Group 90
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 90
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 90
Rothschild Investment Llc 90
Mackenzie Financial Corp 90
Root Financial Partners, LLC 90
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 90
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 90
JNBA Financial Advisors 90
Colony Group, LLC 89
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 89
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 89
Amalgamated Bank 89
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 89
Golden State Wealth Management, LLC 89
Whittier Trust Co Of Nevada Inc 89
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 89
Janus Henderson Group Plc 89
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 89
Axa S.a. 89
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 88
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 88
Integrated Wealth Concepts LLC 88
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 88
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 88
Landscape Capital Management, L.l.c. 88
Capstone Investment Advisors, Llc 88
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 88
Transamerica Financial Advisors, Inc. 88
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 88
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 88
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A 88
STFBX - Advisers Investment Trust - State Farm Balanced Fund 88
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 88
Snowden Capital Advisors LLC 88
Kingsview Wealth Management, LLC 88
Credit Agricole S A 88
Marshall Wace North America L.P. 88
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 88
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 88
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 88
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 88
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 88
NewSquare Capital LLC 87
Russell Frank Co/ 87
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 87
OMERS ADMINISTRATION Corp 87
Teachers Advisors, Llc 87
North Star Investment Management Corp. 87
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 87
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 87
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 87
Stephens Inc /ar/ 87
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 87
Mather Group, Llc. 87
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 87
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 87
GAMMA Investing LLC 87
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 87
Regal Investment Advisors LLC 87
Nationwide Fund Advisors 87
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 86
MetLife Investment Management, LLC 86
Pinnacle Wealth Planning Services, Inc. 86
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 86
Css Llc/il 86
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 86
Centiva Capital, LP 86
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 86
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 86
Canada Pension Plan Investment Board 86
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 85
Moors & Cabot, Inc. 85
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 85
Atria Wealth Solutions, Inc. 85
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 85
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 85
Wiley Bros.-aintree Capital, Llc 85
SJS Investment Consulting Inc. 84
Perigon Wealth Management, LLC 84
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 84
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 84
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 84
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 84
Wedbush Securities Inc 84
Asset Dedication, LLC 84
Alpine Global Management, LLC 84
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 84
BlueCrest Capital Management Ltd 84
Allspring Global Investments Holdings, LLC 84
Weiss Asset Management LP 84
Schroder Investment Management Group 84
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 84
Exchange Traded Concepts, Llc 84
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 84
Private Capital Group, LLC 84
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 84
Loomis Sayles & Co L P 83
IWV - iSHARES TRUST - iShares Russell 3000 ETF 83
BlackRock Group LTD 83
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 83
Coldstream Capital Management Inc 83
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 83
Putnam Investments Llc 83
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 83
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 83
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 83
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 83
Dupont Capital Management Corp 83
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 83
Eqis Capital Management, Inc. 83
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 83
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 83
SageView Advisory Group, LLC 82
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 82
College Retirement Equities Fund 82
Kestra Private Wealth Services, Llc 82
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 82
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 82
SBI Securities Co., Ltd. 82
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 82
New England Securities Corp /MA/ 82
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 82
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 82
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 82
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 81
Td Asset Management Inc 81
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 81
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 81
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 81
Quantinno Capital Management LP 81
Principal Funds Inc 81
Nomura Asset Management Co Ltd 81
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 81
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 81
Man Group plc 81
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 81
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 81
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 81
New York State Teachers Retirement System 81
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 81
Manchester Capital Management LLC 81
Bokf, Na 81
Wealthspire Advisors, L.P. 81
Mutual Advisors, LLC 81
Glassman Wealth Services 81
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 81
Natixis 81
Highbridge Capital Management Llc 80
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 80
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 80
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 80
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 80
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 80
Hollencrest Capital Management 80
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 80
Park Avenue Securities Llc 80
PIMCO FUNDS - PIMCO Short Asset Portfolio 80
Strategic Wealth Partners, Ltd. 80
Six Circles Trust - Six Circles Credit Opportunities Fund 80
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 80
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 80
Hudson Bay Capital Management LP 79
Independent Advisor Alliance 79
FineMark National Bank & Trust 79
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 79
Johnson Financial Group, Inc. 79
Sandy Spring Bank 79
Headlands Technologies LLC 79
Bb&t Securities, Llc 79
PineBridge Investments, L.P. 79
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 79
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 79
Asset Management One Co., Ltd. 79
Hbk Investments L P 79
Advisors Asset Management, Inc. 79
Keybank National Association/oh 79
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 79
Public Employees Retirement Association Of Colorado 79
Gts Securities Llc 79
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 78
Gamco Investors, Inc. Et Al 78
Summit Trail Advisors, Llc 78
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 78
FDx Advisors, Inc. 78
Skopos Labs, Inc. 78
LMR Partners LLP 78
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 78
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 78
DRW Securities, LLC 78
Picton Mahoney Asset Management 78
Quarry LP 78
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 78
Point72 Hong Kong Ltd 78
Merit Financial Group, LLC 78
GGBFX - GuideStone Funds - Global Bond Fund Investor 78
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 78
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 77
Winton Capital Group Ltd 77
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 77
Laurion Capital Management LP 77
Scotia Capital Inc. 77
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 77
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 77
Csenge Advisory Group 77
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 77
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 77
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 77
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 77
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 77
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 77
Zacks Investment Management 77
KBC Group NV 77
Ieq Capital, Llc 77
Sequoia Financial Advisors, LLC 77
Weiss Multi-Strategy Advisers LLC 77
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 77
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 77
RCTRX - Advisor Managed Portfolios - Regan Total Return Income Fund Investor Class 77
Gabelli Funds Llc 76
Alyeska Investment Group, L.P. 76
Bridgeway Capital Management Inc 76
1832 Asset Management L.P. 76
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 76
Western Wealth Management, LLC 76
Baker Avenue Asset Management, LP 76
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 76
Public Sector Pension Investment Board 76
Swiss National Bank 76
True Wealth Design, LLC 76
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 76
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 76
Natixis Advisors, L.p. 76
Essential Partners LLC 76
Aperio Group, LLC 76
Capital Analysts, Inc. 76
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 76
GHP Investment Advisors, Inc. 76
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 76
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 76
Suntrust Banks Inc 76
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 76
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 76
Clearbridge Investments, LLC 76
Susquehanna Fundamental Investments, Llc 76
IndexIQ Advisors LLC 76
RMB Capital Management, LLC 76
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 76
Hantz Financial Services, Inc. 75
Acrospire Investment Management LLC 75
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 75
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 75
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 75
Tradition Wealth Management, LLC 75
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 75
Lido Advisors, LLC 75
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 75
Twin Peaks Wealth Advisors, LLC 75
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 75
Pimco Dynamic Income Fund 75
Evergreen Capital Management Llc 75
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 75
Arizona State Retirement System 75
Hm Payson & Co 75
A.R.T. Advisors, LLC 75
Smithfield Trust Co 75
Tiaa-cref Funds 75
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 75
Itau Unibanco Holding S.A. 75
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 75
Catalyst Capital Advisors LLC 74
Voloridge Investment Management, Llc 74
NOSGX - Northern Funds - Northern Small Cap Value Fund 74
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 74
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 74
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 74
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 74
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 74
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 74
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 74
Venturi Wealth Management, LLC 74
Warren Averett Asset Management, LLC 74
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 74
ORG Partners LLC 74
Calamos Advisors LLC 74
Ashton Thomas Private Wealth, LLC 74
State of Wyoming 74
Lord, Abbett & Co. Llc 74
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 74
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 74
Reilly Financial Advisors, Llc 74
State of Tennessee, Treasury Department 74
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 74
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 74
Fox Run Management, L.l.c. 74
Rossby Financial, LCC 74
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 74
Pathstone Family Office, Llc 74
Prudential Plc 73
Boston Private Wealth Llc 73
U.S. Capital Wealth Advisors, LLC 73
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 73
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 73
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 73
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 73
Ci Investments Inc. 73
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 73
Campbell & CO Investment Adviser LLC 73
Capital Fund Management S.a. 73
Fisher Asset Management, LLC 73
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 73
Spot Trading L.L.C 73
Vanguard Index Funds 73
Evoke Wealth, Llc 73
Bayesian Capital Management, LP 73
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 73
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 73
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 73
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 73
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 73
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 73
Harbor Investment Advisory, Llc 73
FinTrust Capital Advisors, LLC 73
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 73
Trust Co Of Vermont 73
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 73
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 72
Financial Management Professionals, Inc. 72
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 72
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 72
Bartlett & Co. Wealth Management Llc 72
Keating Financial Advisory Services, Inc. 72
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 72
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 72
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 72
Mount Yale Investment Advisors, LLC 72
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 72
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 72
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 72
Yorktown Management & Research Co Inc 72
Equitable Holdings, Inc. 72
Trustcore Financial Services, Llc 72
Bank Of Nova Scotia 72
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 72
Valley National Advisers Inc 72
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 72
Townsquare Capital Llc 72
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 72
FIL Ltd 72
Pathstone Holdings, LLC 72
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 72
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 72
EIXIX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Income Strategy Fund Class I 72
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 71
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 71
BRYN MAWR TRUST Co 71
Castleview Partners, Llc 71
Quent Capital, LLC 71
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 71
Optimum Investment Advisors 71
Advisor Resource Council 71
Beacon Pointe Advisors, LLC 71
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 71
Aigen Investment Management, Lp 71
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 71
Alps Advisors Inc 71
Pacer Advisors, Inc. 71
Change Path, LLC 71
DAVENPORT & Co LLC 71
Wipfli Financial Advisors Llc, 71
WealthPLAN Partners, LLC 71
Vident Investment Advisory, LLC 71
Bogart Wealth, LLC 71
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 71
CX Institutional 71
Rational Advisors Llc 71
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 71
Nuveen, LLC 71
QS Investors, LLC 71
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 71
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 71
Signet Financial Management, Llc 71
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 71
Bell Investment Advisors, Inc 70
Virginia Retirement Systems Et Al 70
VDAFX - VALIC Co I - Dynamic Allocation Fund 70
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 70
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 70
Citizens Financial Group Inc/ri 70
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 70
State of New Jersey Common Pension Fund D 70
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 70
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 70
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 70
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 70
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 70
Ausdal Financial Partners, Inc. 70
Aquatic Capital Management LLC 70
Capital Advisors, Ltd. LLC 70
Farmers & Merchants Investments Inc 70
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 70
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 70
JNL SERIES TRUST - JNL Bond Index Fund (I) 70
Boston Partners 70
Evercore Wealth Management, LLC 70
Optiver Holding B.V. 70
StoneX Group Inc. 70
Tocqueville Asset Management L.p. 70
Van Eck Associates Corp 70
Vanguard Fiduciary Trust Co 70
UMA Financial Services, Inc. 70
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 70
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 70
Jefferies Financial Group Inc. 70
Skandinaviska Enskilda Banken AB (publ) 70
Dark Forest Capital Management Lp 70
Dunhill Financial, LLC 69
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 69
Continuum Advisory, LLC 69
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 69
Gotham Asset Management, LLC 69
Ellevest, Inc. 69
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 69
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 69
Lee Financial Co 69
Knight Capital Group, Inc. 69
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 69
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 69
Newbridge Financial Services Group, Inc. 69
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 69
Tradewinds Capital Management, LLC 69
Colony Group Llc 69
Y-Intercept (Hong Kong) Ltd 69
Crewe Advisors LLC 69
CIBC Asset Management Inc 69
Oppenheimer Asset Management Inc. 69
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 69
Vanguard Portfolio Management Llc 69
Raymond James Trust N.a. 69
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 69
AMP Capital Investors Ltd 69
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 69
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 69
Philadelphia Financial Management of San Francisco, LLC 69
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 69
BNP Paribas Asset Management Holding S.A. 69
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 68
United Services Automobile Association 68
Crossmark Global Holdings, Inc. 68
Bartlett & Co. LLC 68
Police & Firemen's Retirement System of New Jersey 68
Avion Wealth 68
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 68
Toth Financial Advisory Corp 68
Capital Investment Advisory Services, LLC 68
Macroview Investment Management Llc 68
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 68
RCTRX - Trust for Advised Portfolios - Regan Total Return Income Fund Investor Class 68
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 68
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 68
Cornerstone Wealth Management, LLC 68
Commerce Bank 68
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 68
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 68
Tortoise Investment Management, LLC 68
State of Alaska, Department of Revenue 68
Martingale Asset Management L P 68
J.w. Cole Advisors, Inc. 68
Verus Capital Partners, Llc 68
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 68
Brevan Howard Capital Management LP 68
APG Asset Management N.V. 68
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 67
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 67
Stevens Capital Management Lp 67
Koshinski Asset Management, Inc. 67
Robeco Institutional Asset Management B.V. 67
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 67
GAM Holding AG 67
Daiwa Securities Group Inc. 67
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 67
Aviva Plc 67
Wunderlich Securities, Inc. 67
Amundi 67
SOUTH STATE Corp 67
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 67
Veritable, L.P. 67
Berman Capital Advisors, LLC 67
SHP Wealth Management 67
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 67
Ergoteles LLC 67
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 67
Enterprise Financial Services Corp 67
First Hawaiian Bank 67
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 67
Winslow, Evans & Crocker, Inc. 67
Apollon Wealth Management, LLC 67
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 66
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 66
Capital Performance Advisors Llp 66
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 66
Gemmer Asset Management LLC 66
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 66
Teachers Retirement System Of The State Of Kentucky 66
CVA Family Office, LLC 66
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 66
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 66
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 66
Hancock Whitney Corp 66
Mitsubishi UFJ Trust & Banking Corp 66
Aptus Capital Advisors, LLC 66
Ubs Oconnor Llc 66
Hexagon Capital Partners LLC 66
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 66
Cibc World Markets Corp 66
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 66
Vantagepoint Funds 66
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 66
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 66
Cary Street Partner Investment Advisory Llc 66
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 66
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 66
Graham Capital Management, L.P. 66
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 66
Vermillion Wealth Management, Inc. 66
Financial Gravity Companies, Inc. 66
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 66
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 66
Tompkins Financial Corp 66
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 66
New York Life Investment Management Llc 66
Belvedere Trading LLC 66
Key FInancial Inc 66
Grantham, Mayo, Van Otterloo & Co. LLC 66
Mutual Of America Capital Management Llc 65
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 65
Envestnet Portfolio Solutions, Inc. 65
Pictet Asset Management Holding SA 65
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 65
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 65
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 65
Profund Advisors Llc 65
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 65
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 65
Ing Groep Nv 65
C M Bidwell & Associates Ltd 65
Vestcor Inc 65
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 65
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 65
Ellington Management Group Llc 65
Salem Investment Counselors Inc 65
Shell Asset Management Co 65
Disciplined Investments, LLC 65
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 65
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 65
Vanguard Global Advisers, LLC 65
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 65
Td Private Client Wealth Llc 65
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 65
GPS Wealth Strategies Group, LLC 65
Globeflex Capital L P 65
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 65
Airain ltd 65
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 65
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF 65
Tcw Strategic Income Fund Inc 65
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 65
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 64
Salomon & Ludwin, LLC 64
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 64
SUPRX - Two Roads Shared Trust - Superfund Managed Futures Strategy Fund Class A 64
Tucker Asset Management Llc 64
JustInvest LLC 64
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 64
Horizon Investments, LLC 64
Vestmark Advisory Solutions, Inc. 64
Glen Eagle Advisors, LLC 64
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 64
GeoWealth Management, LLC 64
BRASX - Blackrock Allocation Target Shares - Bats Series S 64
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 64
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 64
Tfs Capital Investment Trust 64
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 64
Thompson Davis & Co., Inc. 64
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 64
Caitong International Asset Management Co., Ltd 64
Assenagon Asset Management S.A. 64
DekaBank Deutsche Girozentrale 64
Hudock, Inc. 64
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 64
Jacobs Levy Equity Management, Inc 64
Caxton Associates Lp 64
Highlander Capital Management, LLC 64
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 64
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 64
Activest Wealth Management 64
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 63
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 63
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 63
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 63
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 63
Jupiter Asset Management Ltd 63
Twin Tree Management, LP 63
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 63
CIBC Bancorp USA Inc. 63
Pensionmark Financial Group, Llc 63
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 63
State Farm Mutual Fund Trust 63
Claraphi Advisory Network, LLC 63
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 63
Algert Global Llc 63
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 63
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 63
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 63
Arlington Trust Co LLC 63
Abound Wealth Management 63
Brandywine Global Investment Management, LLC 63
Driehaus Capital Management Llc 63
Jaffetilchin Investment Partners, LLC 63
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 63
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 63
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 63
First Command Advisory Services, Inc. 63
Coastal Investment Advisors, Inc. 63
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 63
Fieldpoint Private Securities, LLC 63
Fortitude Family Office, LLC 63
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 63
MCF Advisors LLC 63
Dynamic Advisor Solutions LLC 63
TRANSAMERICA FUNDS - Transamerica Core Bond I2 63
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 62
Blueshift Asset Management, LLC 62
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 62
Adage Capital Partners Gp, L.l.c. 62
Carolinas Wealth Consulting Llc 62
Integrated Advisors Network LLC 62
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 62
LS Investment Advisors, LLC 62
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 62
Corebridge Financial, Inc. 62
State Farm Variable Product Trust 62
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 62
Cape Investment Advisory, Inc. 62
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 62
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 62
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 62
Ensign Peak Advisors, Inc 62
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 62
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 62
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 62
Oregon Public Employees Retirement Fund 62
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 62
Sanctuary Wealth Advisors, LLC 62
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 62
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 62
Harvest Fund Management Co., Ltd 62
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 62
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 62
DPFAX - Northern Lights Fund Trust - Deer Park Total Return Credit Fund Class A 62
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 62
Sargent Bickham Lagudis LLC 62
Interval Partners, LP 62
NumerixS Investment Technologies Inc 62
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 61
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 61
EP Wealth Advisors, Inc. 61
Nordea Investment Management Ab 61
Caption Management, LLC 61
Occudo Quantitative Strategies Lp 61
Arete Wealth Advisors, LLC 61
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 61
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 61
Focused Wealth Management, Inc 61
Societe Generale 61
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 61
Fiera Capital Corp 61
Quest Partners LLC 61
Motco 61
Peak6 Llc 61
Holocene Advisors, LP 61
Lenox Wealth Advisors, LLC 61
Placemark Investments, Inc. 61
Almanack Investment Partners, LLC. 61
BDO Wealth Advisors, LLC 61
Commerzbank Aktiengesellschaft /fi 61
Quantitative Systematic Strategies LLC 61
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 61
Janney Capital Management LLC 61
Convergence Investment Partners, LLC 61
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 61
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 61
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 61
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 61
Quantamental Technologies LLC 61
Compagnie Lombard Odier SCmA 61
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 61
Triumph Capital Management 61
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 61
Intech Investment Management Llc 61
Sumitomo Mitsui Trust Holdings, Inc. 61
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 61
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 60
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 60
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 60
Massachusetts Financial Services Co /ma/ 60
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 60
Brewin Dolphin Ltd 60
Pinnacle Associates Ltd 60
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 60
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 60
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 60
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 60
Savant Capital, LLC 60
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 60
Emerald Acquisition Ltd. 60
Axxcess Wealth Management, Llc 60
Yousif Capital Management, Llc 60
Eagle Bay Advisors LLC 60
Golden State Equity Partners 60
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 60
American Capital Advisory, LLC 60
Polar Asset Management Partners Inc. 60
Xponance, Inc. 60
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 60
FORA Capital, LLC 60
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 60
Wilbanks Smith & Thomas Asset Management Llc 59
Gupta Wealth Management LLC 59
Piedmont Investment Advisors Llc 59
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 59
Washington Trust Bank 59
Handelsbanken Fonder AB 59
Amalgamated Financial Corp. 59
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 59
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 59
Vident Advisory, LLC 59
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 59
Freestone Capital Holdings, LLC 59
Annis Gardner Whiting Capital Advisors, LLC 59
Archer Investment Corp 59
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 59
Axq Capital, Lp 59
Prestige Wealth Management Group LLC 59
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 59
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 59
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 59
First Mercantile Trust Co 59
AlphaMark Advisors, LLC 59
Kovack Advisors, Inc. 59
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 59
Jain Global LLC 59
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 59
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 59
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 59
Concurrent Investment Advisors, LLC 59
Timber Hill LLC 59
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 59
Advisors Preferred, LLC 59
RDMAX - Mutual Fund & Variable Insurance Trust - Rational/ReSolve Adaptive Asset Allocation Fund Class A 59
Capital Asset Advisory Services LLC 59
Coppell Advisory Solutions LLC 59
RidgeWorth Capital Management LLC 59
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 58
Vanguard World Fund 58
Guardian Wealth Advisors, LLC 58
Kayne Anderson Rudnick Investment Management Llc 58
Global Financial Private Client, LLC 58
ClariVest Asset Management LLC 58
Moneta Group Investment Advisors Llc 58
NewEdge Wealth, LLC 58
Klp Kapitalforvaltning As 58
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 58
Westport Resources Management Inc 58
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 58
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 58
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 58
Hilltop Holdings Inc. 58
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 58
Pimco Flexible Credit Income Fund 58
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 58
Point72 (DIFC) Ltd 58
Rsm Us Wealth Management Llc 58
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 58
Rise Advisors, LLC 58
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 58
Seven Eight Capital, Lp 58
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 58
Westside Investment Management, Inc. 58
Joel Isaacson & Co., LLC 58
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 58
Caisse De Depot Et Placement Du Quebec 58
McIlrath & Eck, LLC 58
Stephens Consulting, LLC 58
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 58
Moore Capital Management, Lp 58
Usca Ria Llc 58
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 58
Bridgewater Associates, LP 58
Swiss Life Asset Management Ltd 58
Westpac Banking Corp 58
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 58
Vise Technologies, Inc. 57
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 57
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 57
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 57
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 57
PIMCO FUNDS - PIMCO Sector Fund Series - I 57
Aster Capital Management (DIFC) Ltd 57
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 57
Calamos Strategic Total Return Fund 57
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 57
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 57
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 57
VANGUARD ASSET MANAGEMENT, Ltd 57
Kovitz Investment Group Partners, LLC 57
Oppenheimer Funds Inc 57
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 57
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 57
Mirabella Financial Services Llp 57
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 57
Benjamin Edwards Inc 57
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 57
Jennison Associates Llc 57
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 57
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 57
Edge Wealth Management LLC 57
Vanguard Investments Australia, Ltd. 57
Nine Chapters Capital Management LLC 57
Louisiana State Employees Retirement System 57
Wealthfront Inc 57
Zions Bancorporation, National Association /ut/ 57
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 57
Clear Harbor Asset Management, LLC 57
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 57
First Horizon Corp 57
Tfs Capital Llc 57
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 57
Nwam Llc 57
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 57
Colonial Trust Co / SC 57
Spark Investment Management LLC 57
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 57
Optima Capital Llc 57
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 57
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 57
Baldwin Brothers Inc/ma 57
EntryPoint Capital, LLC 57
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 56
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 56
Bay Harbor Wealth Management, LLC 56
Johnson Investment Counsel Inc 56
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 56
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 56
BlackRock Japan Co. Ltd 56
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 56
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 56
Deere & Co 56
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 56
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 56
Mycio Wealth Partners, Llc 56
Atomi Financial Group, Inc. 56
Raleigh Capital Management Inc. 56
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 56
Versor Investments LP 56
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 56
Highline Wealth Partners Llc 56
Pictet Asset Management Sa 56
Diversified Trust Co 56
Baystate Wealth Management LLC 56
Prime Capital Investment Advisors, LLC 56
San Francisco Sentry Investment Group (ca) 56
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 56
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 56
Bare Financial Services, Inc 56
Horizon Kinetics Asset Management Llc 56
Maven Securities LTD 56
PENN SERIES FUNDS INC - International Equity Fund 56
Krilogy Financial LLC 56
Wealthcare Capital Management Llc 56
Thompson Siegel & Walmsley Llc 56
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 56
Twinbeech Capital Lp 56
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 56
GV Financial Advisors 56
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 56
PFG Investments, LLC 56
Atlantic Trust, LLC 55
Regentatlantic Capital Llc 55
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 55
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 55
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 55
Thurston, Springer, Miller, Herd & Titak, Inc. 55
Summit Financial, LLC 55
Capula Management Ltd 55
Impact Partnership Wealth, LLC 55
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 55
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 55
Foundations Investment Advisors, LLC 55
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 55
First Quadrant L P/ca 55
Rialto Wealth Management, LLC 55
Nuveen Preferred & Income Opportunities Fund 55
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 55
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 55
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 55
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 55
U S Global Investors Inc 55
Atom Investors LP 55
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 55
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 55
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 55
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 55
K2 Principal Fund, L.p. 55
Clinton Group Inc 55
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 55
Entropy Technologies, LP 55
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 55
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 55
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 55
Jacobi Capital Management LLC 55
Avantax Planning Partners, Inc. 55
Covington Capital Management 55
Simon Quick Advisors, Llc 55
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 55
Wbi Investments, Inc. 55
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 55
Stratos Wealth Advisors, LLC 55
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 55
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 55
Transce3nd, LLC 54
Petrus Trust Company, LTA 54
Nebula Research & Development LLC 54
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 54
Old National Bancorp /in/ 54
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 54
Cornerstone Capital Management Holdings Llc. 54
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 54
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 54
Montag A & Associates Inc 54
Point72 Asia (Singapore) Pte. Ltd. 54
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 54
PIMCO FUNDS - PIMCO ABS and Short-Term Investments Portfolio 54
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 54
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 54
Concert Wealth Management Inc. 54
USA Financial Portformulas Corp 54
First Personal Financial Services 54
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 54
Steward Financial Group LLC 54
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 54
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 54
Advantage Investment Management, Llc 54
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 54
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 54
Lloyd Advisory Services, LLC. 54
HB Wealth Management, LLC 54
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 54
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 54
Buckingham Strategic Partners 54
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 54
Beacon Capital Management, LLC 54
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 54
Alpine Woods Capital Investors, Llc 54
Texas Permanent School Fund 54
Pnc Funds 54
Stonebridge Capital Advisors LLC 54
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 54
Capstone Asset Management Co 54
Diametric Capital, LP 54
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 54
Financial Consulate, Inc 54
Partnervest Advisory Services LLC 54
Amundi Pioneer Asset Management Inc 54
People's United Financial, Inc. 54
Element Capital Management Llc 54
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 54
Fiduciary Trust Co 54
Rafferty Asset Management, LLC 53
Truvestments Capital Llc 53
First Trust Intermediate Duration Preferred & Income Fund 53
Edgestream Partners, L.P. 53
Oakworth Capital, Inc. 53
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 53
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 53
Laffer Investments 53
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 53
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 53
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 53
Voya Prime Rate Trust 53
Integrated Wealth Management 53
Fuller & Thaler Asset Management, Inc. 53
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 53
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 53
Denali Advisors Llc 53
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 53
Bogle Investment Management L P /de/ 53
Avestar Capital, LLC 53
Level Four Advisory Services, Llc 53
Pictet Asset Management Ltd 53
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 53
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 53
CPSIX - Unified Series Trust - Fci Bond Fund 53
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 53
Simplicity Wealth,LLC 53
Cornerstone Advisors, Inc. 53
WASHINGTON TRUST Co 53
Anchor Investment Management, LLC 53
Assured Investment Management LLC 53
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 53
FNY Partners Fund LP 53
Hemington Wealth Management 53
Kcm Investment Advisors Llc 53
Brookfield Asset Management Inc. 53
Kore Private Wealth LLC 53
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 53
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 53
Schubert & Co 53
BlackRock ETF Trust II - BlackRock Total Return ETF 53
FourThought Financial, LLC 53
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 53
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 53
WR Wealth Planners, LLC 53
FNY Managed Accounts LLC 53
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 53
Rydex Etf Trust 53
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 52
Concord Wealth Partners 52
Employees Retirement System of Texas 52
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 52
SAC Capital Advisors LP 52
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 52
Danske Bank A/s 52
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 52
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 52
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 52
Kilter Group LLC 52
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 52
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 52
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 52
Soros Fund Management Llc 52
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 52
Maryland State Retirement & Pension System 52
Fred Alger Management, Llc 52
CAPROCK Group, Inc. 52
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 52
Catalyst Funds Management Pty Ltd 52
Liberty Wealth Management Llc 52
Lincoln National Corp 52
Miracle Mile Advisors, LLC 52
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 52
Institute for Wealth Management, LLC. 52
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 52
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 52
Mackay Shields Llc 52
James Investment Research Inc 52
WAVEX - NORTHERN LIGHTS FUND TRUST II - Longboard Managed Futures Strategy Fund Class A Shares 52
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 52
Capital World Investors 52
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 52
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 52
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 52
CWM Advisors, LLC 52
Gyon Technologies Capital Management, LP 52
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 52
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 52
DiNuzzo Private Wealth, Inc. 52
JPL Wealth Management, LLC 52
BerganKDV Wealth Management, LLC 52
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 52
Atlas Capital Advisors Llc 52
Eagle Asset Management Inc 52
Quantitative Investment Management, LLC 51
Grove Bank & Trust 51
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 51
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 51
First Citizens Bank & Trust Co 51
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 51
City Holding Co 51
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 51
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 51
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 51
Emerald Investment Partners, Llc 51
Duality Advisers, Lp 51
Cipher Capital LP 51
Universal- Beteiligungs- und Servicegesellschaft mbH 51
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 51
Claro Advisors LLC 51
Bridgefront Capital, LLC 51
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 51
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 51
SG3 Management, LLC 51
Elite Wealth Management, Inc. 51
Procyon Private Wealth Partners, LLC 51
Harwood Advisory Group, LLC 51
Summit Global Investments 51
Zions Bancorporation, N.A. 51
Ritholtz Wealth Management 51
Treasurer of the State of North Carolina 51
Symphony Asset Management Llc 51
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 51
Alliancebernstein Global High Income Fund Inc 51
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 51
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 51
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 51
Essex Financial Services, Inc. 51
JDJRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Macro Fund Class R6 51
Mv Capital Management, Inc. 51
Marex Group plc 51
Lighthouse Investment Partners, LLC 51
ETRADE Capital Management LLC 51
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 51
Formidable Asset Management, LLC 51
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 51
Cloud Capital Management, LLC 51
Illinois Municipal Retirement Fund 51
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio 51
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 51
HighPoint Advisor Group LLC 51
Hughes Financial Services, LLC 51
Calton & Associates, Inc. 51
Strategic Blueprint, LLC 51
AlphaCore Capital LLC 51
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 51
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 51
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 51
Vigilant Capital Management, LLC 51
Jump Trading, LLC 51
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 50
Financial Counselors Inc 50
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 50
Cordant, Inc. 50
FJ Capital Management LLC 50
Vontobel Holding Ltd. 50
Gillson Capital LP 50
Weiss Strategic Interval Fund 50
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 50
Menta Capital Llc 50
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 50
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 50
Contravisory Investment Management, Inc. 50
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 50
NN Investment Partners Holdings N.V. 50
Nvwm, Llc 50
Wesbanco Bank Inc 50
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 50
Archford Capital Strategies, LLC 50
Oppenheimer Etf Trust 50
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 50
LRI Investments, LLC 50
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 50
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 50
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 50
ACG Wealth 50
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 50
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 50
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 50
Cassaday & Co Wealth Management LLC 50
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 50
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 50
Atlantic Union Bankshares Corp 50
Stifel Nicolaus & Co Inc \mo\ 50
ACSKX - American Century Investment Trust - Short Duration Fund C Class 50
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 50
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 50
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 50
Brinker Capital Inc 50
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 50
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 50
Allstate Corp 50
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 50
Sciencast Management LP 50
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 50
IFG Advisory, LLC 50
Edmond De Rothschild Holding S.a. 50
Bluefin Capital Management, Llc 50
Sei Trust Co 49
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 49
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 49
Bleakley Financial Group, LLC 49
Humankind Benefit Corp - Humankind US Stock ETF 49
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 49
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 49
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 49
Cnh Partners Llc 49
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 49
Pinnacle Summer Investments, Inc. 49
Lsv Asset Management 49
Clark Capital Management Group, Inc. 49
EAM Investors, LLC 49
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 49
Sheaff Brock Investment Advisors, LLC 49
Heritage Wealth Advisors 49
Altshuler Shaham Ltd 49
FLDFX - Meeder Funds - BALANCED FUND Retail Class 49
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 49
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 49
Segall Bryant & Hamill, Llc 49
Teza Capital Management LLC 49
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 49
Navellier & Associates Inc 49
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 49
Crestline Management, LP 49
GFS Advisors, LLC 49
Municipal Employees' Retirement System of Michigan 49
Ajo, Lp 49
Wolff Wiese Magana Llc 49
Cohen & Steers Reit & Preferred Income Fund Inc 49
Cambria Investment Management, L.P. 49
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 49
M Holdings Securities, Inc. 49
Erste Asset Management GmbH 49
Transcend Wealth Collective, Llc 49
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 49
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 49
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 49
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 49
Chevy Chase Trust Holdings, Inc. 49
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 49
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 49
Parkworth Wealth Management, Inc. 49
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A 49
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 49
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 49
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 49
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 49
Utah Retirement Systems 49
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 49
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 49
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 49
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 49
Independent Financial Group, Llc 49
Leuthold Group, Llc 49
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 49
HHM Wealth Advisors, LLC 49
American National Bank 49
Securian Asset Management, Inc 49
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 49
Tcw Group Inc 49
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 49
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 49
Investors Research Corp 49
Numeric Investors Llc 49
Highland Capital Management, Llc 49
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 48
PFG Advisors 48
Creekmur Asset Management LLC 48
Pearl River Capital, LLC 48
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 48
Argent Trust Co 48
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 48
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 48
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 48
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 48
RFG Advisory, LLC 48
Pekin Hardy Strauss, Inc. 48
Great Valley Advisor Group, Inc. 48
D'Orazio & Associates, Inc. 48
AHL Partners LLP 48
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 48
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 48
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 48
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 48
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 48
EBI - RBB Fund Trust - Longview Advantage ETF 48
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 48
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 48
Mason Street Advisors, Llc 48
Eaton Vance Ltd Duration Income Fund 48
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 48
Opal Wealth Advisors, LLC 48
Ontario Teachers Pension Plan Board 48
Pitcairn Co 48
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 48
Riverview Trust Co 48
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 48
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 48
Caitlin John, LLC 48
Ledyard National Bank 48
Woodline Partners LP 48
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 48
Levin Capital Strategies, L.p. 48
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 48
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 48
Van Hulzen Asset Management, LLC 48
V Wealth Advisors LLC 48
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 48
TCG Advisory Services, LLC 48
Karp Capital Management Corp 48
DnB Asset Management AS 48
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 48
PSI Advisors, LLC 48
Cinctive Capital Management LP 48
Harel Insurance Investments & Financial Services Ltd. 48
Kingswood Wealth Advisors, Llc 48
CenterStar Asset Management, LLC 48
Pittenger & Anderson Inc 48
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 48
Alphacrest Capital Management Llc 48
Checchi Capital Advisers, LLC 48
Private Ocean, LLC 48
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 48
Integral Derivatives, LLC 48
Cribstone Capital Management, LLC 48
Scientech Research LLC 48
R Squared Ltd 48
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 48
Ionic Capital Management LLC 47
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 47
Maltese Capital Management Llc 47
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 47
Standard Life Aberdeen plc 47
Inceptionr Llc 47
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 47
Sherbrooke Park Advisers Llc 47
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 47
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 47
Capital Bank & Trust Co 47
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 47
Profunds - Profund Vp Oil & Gas 47
Beaird Harris Wealth Management, LLC 47
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 47
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 47
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 47
BlackRock ETF Trust II - BlackRock Flexible Income ETF 47
Candriam Luxembourg S.C.A. 47
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 47
Qrg Capital Management, Inc. 47
Shelton Capital Management 47
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 47
Great Lakes Advisors, Llc 47
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 47
Cohen & Steers Select Preferred & Income Fund, Inc. 47
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 47
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 47
Crestwood Advisors Group LLC 47
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 47
Eastern Bank 47
Harbor Capital Advisors, Inc. 47
Congress Wealth Management LLC / DE / 47
Everence Capital Management Inc 47
FundVantage Trust - Verplanck Balanced Fund 47
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 47
Guggenheim Active Allocation Fund 47
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 47
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 47
GABELLI & Co INVESTMENT ADVISERS, INC. 47
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 47
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 47
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 47
Kestra Investment Management, LLC 47
Accurate Wealth Management, LLC 47
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 47
Maverick Capital Ltd 47
Balentine LLC 47
Bluefin Trading, LLC 47
Eudaimonia Partners, LLC 47
Avidian Wealth Solutions, LLC 47
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 47
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 47
Dogwood Wealth Management LLC 47
BI Asset Management Fondsmaeglerselskab A/S 47
Next Financial Holdings 47
TFC Financial Management 47
Comerica Securities,inc. 47
SummitTX Capital, L.P. 47
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 47
Boston Advisors Llc 47
Laurel Wealth Advisors LLC 47
EQCHX - Investment Managers Series Trust II - AXS Chesapeake Strategy Fund Class I Shares 47
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 47
Azora Capital LP 47
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 47
Advisory Alpha, LLC 47
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 46
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 46
Camarda Financial Advisors, LLC 46
Intellectus Partners, LLC 46
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 46
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 46
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 46
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 46
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 46
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 46
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 46
SpiderRock Advisors, LLC 46
Westwood Holdings Group Inc 46
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 46
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 46
Retirement Systems of Alabama 46
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 46
Dorsey Wright & Associates 46
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 46
Prana Capital Management, LP 46
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 46
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 46
Tsfg, Llc 46
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 46
Ethic Inc. 46
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 46
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 46
Founders Financial Alliance, LLC 46
BOK Financial Private Wealth, Inc. 46
Addison Advisors LLC 46
Cadence Capital Management Llc 46
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 46
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 46
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 46
Independent Portfolio Consultants, Inc. 46
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 46
Quaker Wealth Management, LLC 46
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 46
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 46
Cassady Schiller Wealth Management, LLC 46
Horizon Kinetics LLC 46
Weaver Consulting Group 46
Nbt Bank N A /ny 46
Claymore Exchange-traded Fund Trust 46
Private Wealth Management Group, LLC 46
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 46
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 46
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 46
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 46
Commonwealth Bank Of Australia 46
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 46
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 46
Institutional & Family Asset Management, Llc 46
Venture Visionary Partners LLC 46
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 46
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 46
Caas Capital Management Lp 46
Bruce G. Allen Investments, LLC 46
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 46
Wealthfront Advisers Llc 46
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 46
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 46
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 46
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 46
Front Row Advisors LLC 46
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 45
EQ ADVISORS TRUST - EQ/PIMCO Global Real Return Portfolio Class K 45
Sageworth Trust Co 45
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 45
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 45
Western Asset Investment Grade Defined Opportunity Trust Inc. 45
NSIDX - Northern Funds - Northern Small Cap Index Fund 45
Profunds - Profund Vp Small-cap 45
Visium Asset Management, LP 45
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 45
Bayforest Capital Ltd 45
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 45
Moisand Fitzgerald Tamayo, LLC 45
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 45
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 45
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 45
IWM - iSHARES TRUST - iShares Russell 2000 ETF 45
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 45
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 45
Analytic Investors, LLC 45
VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative 45
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 45
VCSLX - VALIC Co I - Small Cap Index Fund 45
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 45
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 45
Webster Bank, N. A. 45
Banque Cantonale Vaudoise 45
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 45
Inspire Advisors, LLC 45
GIMFX - GMO TRUST - GMO Implementation Fund 45
Meridian Wealth Partners, LLC 45
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 45
Diversify Advisory Services, LLC 45
Elequin Capital Lp 45
Agf Investments Inc. 45
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 45
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 45
John Hancock Hedged Equity & Income Fund 45
World Asset Management Inc 45
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 45
IYF - iSHARES TRUST - iShares U.S. Financials ETF 45
Chicago Equity Partners Llc 45
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 45
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 45
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 45
K.J. Harrison & Partners Inc 45
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 45
Elyxium Wealth, LLC 45
Parkwood LLC 45
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 45
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 45
Forum Financial Management, LP 45
Vantage Investment Advisors, LLC 45
Signature Equity Partners, LLC 45
Dakota Wealth Management 45
Kistler-Tiffany Companies, LLC 45
Exane Derivatives 45
Invictus RG 45
Geneva Advisors, LLC 45
RWM Asset Management, LLC 45
Colonial Trust Advisors 45
Riverhead Capital Management Llc 45
Greenleaf Trust 45
IWB - iSHARES TRUST - iShares Russell 1000 ETF 45
Insigneo Advisory Services, Llc 45
Curio Wealth, Llc 45
HFM Investment Advisors, LLC 45
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 45
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 45
Paradigm Asset Management Co Llc 45
Profunds - Profund Vp Ultrasmall-cap 45
Voleon Capital Management Lp 45
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 45
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 45
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 44
Quinn Opportunity Partners LLC 44
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 44
Pacitti Group Inc. 44
Artemis Investment Management LLP 44
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 44
Cantor Fitzgerald, L. P. 44
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 44
GW&K Investment Management, LLC 44
Virtus Investment Advisers, Inc. 44
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 44
Texas Yale Capital Corp. 44
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 44
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 44
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 44
Allegis Investment Advisors, LLC 44
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 44
TopTier Wealth Management, LLC 44
Keebeck Alpha, LP 44
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 44
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 44
Integrated Investment Consultants, LLC 44
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 44
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 44
Marquette Asset Management, LLC 44
WPG Advisers, LLC 44
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 44
Baird Robert W & Co Inc /wi/ 44
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB 44
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 44
SECOR Capital Advisors, LP 44
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 44
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 44
Modern Wealth Management, LLC 44
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 44
Sachetta, LLC 44
Verity Asset Management, Inc. 44
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 44
SLPIX - Profunds - Small-cap Profund Investor Class 44
Yakira Capital Management, Inc. 44
Stone House Investment Management, LLC 44
Glenmede Investment Management, LP 44
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 44
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 44
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 44
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 44
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 44
Sutton Wealth Advisors Inc. 44
Norden Group Llc 44
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 44
CenterStar Fund, LLC 44
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 44
Virtue Capital Management, LLC 44
DV Trading LLC 44
Total Clarity Wealth Management, Inc. 44
Trust Co 44
Householder Group Estate & Retirement Specialist, LLC 44
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 44
QCM Cayman, Ltd. 44
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 44
William Blair Investment Management, Llc 44
Zrc Wealth Management, Llc 44
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 44
PENN SERIES FUNDS INC - Small Cap Index Fund 44
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 44
Leonteq Securities AG 44
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 44
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 44
State Of Michigan Retirement System 44
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 44
Cornercap Investment Counsel Inc 44
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 44
Old Mutual Global Investors (UK) Ltd. 44
Hanseatic Management Services Inc 44
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 44
Tfo-tdc, Llc 44
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 44
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 44
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 44
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 44
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 44
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 44
WealthTrak Capital Management LLC 44
Bailard, Inc. 44
Ballentine Partners, LLC 44
Apriem Advisors 43
Legacy Financial Advisors, Inc. 43
Trilogy Capital Inc. 43
Gladstone Institutional Advisory LLC 43
Neo Ivy Capital Management 43
Solstein Capital, LLC 43
Caldwell Trust Co 43
Ameriflex Group, Inc. 43
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 43
Quest 10 Wealth Builders, Inc. 43
Polymer Capital Management (US) LLC 43
Sculptor Capital LP 43
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 43
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 43
Principia Wealth Advisory, LLC 43
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 43
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 43
Western Asset Income Fund 43
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 43
Susquehanna Portfolio Strategies, LLC 43
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 43
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 43
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 43
Cambridge Trust Co 43
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 43
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 43
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 43
Pimco Corporate & Income Opportunity Fund 43
Point72 Middle East FZE 43
Fortis Capital Advisors, LLC 43
Numerai GP LLC 43
Wetherby Asset Management Inc 43
Princeton Alpha Management LP 43
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 43
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 43
Pinnacle Financial Partners Inc 43
Point72 Europe (London) LLP 43
HBK Sorce Advisory LLC 43
Adviser Investments LLC 43
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 43
Meridian Wealth Management, LLC 43
IOFAX - MUTUAL FUND SERIES TRUST - AlphaCentric Income Opportunities Fund Class A 43
Equitec Proprietary Markets, Llc 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 43
Ropes Wealth Advisors Llc 43
Heritage Wealth Management, Llc 43
Stone Ridge Asset Management LLC 43
Pinkerton Retirement Specialists, LLC 43
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 43
Mckinley Capital Management Llc /delaware 43
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 43
Sumitomo Mitsui DS Asset Management Company, Ltd 43
Savior LLC 43
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 43
RBF Capital, LLC 43
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 43
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 43
Capital One, National Association 43
Winch Advisory Services, LLC 43
Leavell Investment Management, Inc. 43
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 43
Legacy Wealth Managment, LLC/ID 42
CWA Asset Management Group, LLC 42
Freestone Grove Partners LP 42
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 42
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 42
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 42
Cromwell Holdings LLC 42
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 42
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 42
Camden Capital, LLC 42
Alpine Series Trust 42
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 42
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 42
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 42
Northwestern Mutual Investment Management Company, Llc 42
tru Independence LLC 42
Smith Asset Management Group Lp 42
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 42
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 42
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 42
Retirement Group, LLC 42
Samalin Investment Counsel, LLC 42
Hennion & Walsh Asset Management, Inc. 42
Hartford Investment Management Co 42
Janus Capital Management Llc 42
Lombard Odier Asset Management (Switzerland) SA 42
Wealth Quarterback LLC 42
Zurich Insurance Group Ltd/FI 42
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 42
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 42
UYG - PROSHARES TRUST - ProShares Ultra Financials 42
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 42
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 42
BBVA USA Bancshares, Inc. 42
Frazier Financial Advisors, LLC 42
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 42
Tokio Marine Asset Management Co Ltd 42
Tidemark, LLC 42
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 42
DAACX - Adviser Managed Trust - Diversified Equity Fund 42
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 42
NOCBX - Northern Funds - Northern Core Bond Fund 42
Mosaic Family Wealth, LLC 42
Xact Kapitalforvaltning AB 42
Full18 Capital LLC 42
King Luther Capital Management Corp 42
Profunds - Profund Vp Financials 42
NOFIX - Northern Funds - Northern Fixed Income Fund 42
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 42
Argentus Capital Management, LLC 42
TD Capital Management LLC 42
Elkfork Partners LLC 42
Wexford Capital Lp 42
NorthRock Partners, LLC 42
JJJ Advisors Inc. 42
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 42
Bb&t Investment Services, Inc. 42
Center for Financial Planning, Inc. 42
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 42
Hartford Mutual Funds Inc/ct 42
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 42
Wasatch Advisors Inc 42
Oliver Lagore Vanvalin Investment Group 42
Moloney Securities Asset Management, LLC 42
Northern Trust Co Of Connecticut 42
Tarbox Family Office, Inc. 42
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 42
Boston Private Bank & Trust Co 42
Nations Financial Group Inc, /ia/ /adv 42
Cigna Investments Inc /new 42
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 42
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 42
Owl Creek Wealth Partners LLC 42
RMR Wealth Builders 42
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 42
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 42
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 42
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 42
Brookwood Investment Group LLC 41
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 41
SILVER OAK SECURITIES, Inc 41
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 41
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 41
Inscription Capital, LLC 41
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 41
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 41
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 41
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 41
Banque Pictet & Cie Sa 41
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 41
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 41
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 41
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 41
Delaware Management Holdings, Inc. 41
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 41
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 41
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 41
Capital Guardian Trust Co 41
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 41
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 41
Hutchin Hill Capital, LP 41
TRUE Private Wealth Advisors 41
Barings Llc 41
IMA Wealth, Inc. 41
Costello Asset Management, INC 41
Pallas Capital Advisors LLC 41
Advisory Research Inc 41
CSat Investment Advisory, L.P. 41
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 41
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 41
Moody National Bank Trust Division 41
PFFD - Global X Funds - Global X U.S. Preferred ETF 41
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 41
Earnest Partners Llc 41
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 41
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 41
Burt Wealth Advisors 41
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 41
Vantage Consulting Group Inc 41
VCAAX - VALIC Co I - Asset Allocation Fund 41
Ashton Thomas Securities, Llc 41
Qci Asset Management Inc/ny 41
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 41
Diversify Wealth Management, Llc 41
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 41
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 41
Waddell & Reed Financial Inc 41
VTL Associates, LLC 41
Wedmont Private Capital 41
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 41
VisionPoint Advisory Group, LLC 41
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 41
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 41
Regent Peak Wealth Advisors LLC 41
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 41
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 41
First Interstate Bank 41
Blue Bell Private Wealth Management, Llc 41
Caldwell Securities, Inc 41
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 41
Cable Hill Partners, LLC 41
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 41
Harbour Capital Advisors, LLC 41
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 41
Ibex Wealth Advisors 41
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 41
AGF Investments LLC 41
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 41
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 41
Korea Investment CORP 41
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 41
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 41
Wealth Watch Advisors, INC 41
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 41
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 41
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 41
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 41
Private Wealth Asset Management, LLC 41
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 40
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 40
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 40
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 40
Synergy Financial Management, LLC 40
Paces Ferry Wealth Advisors, Llc 40
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 40
Barometer Capital Management Inc. 40
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 40
Redhawk Wealth Advisors, Inc. 40
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 40
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 40
BFOR - ALPS ETF Trust - Barron's 400 ETF 40
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 40
Agf Management Ltd 40
Crow Point Partners, LLC 40
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 40
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 40
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 40
Claris Advisors, Llc / Mo / 40
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 40
Confluence Wealth Services, Inc. 40
MQS Management LLC 40
Journey Strategic Wealth Llc 40
JT Stratford LLC 40
Cookson Peirce & Co Inc 40
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 40
Old Mission Capital, Llc 40
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 40
Pinnacle Bancorp, Inc. 40
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 40
Tcwp Llc 40
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 40
XR Securities LLC 40
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 40
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 40
Armstrong Advisory Group, Inc 40
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 40
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 40
Park Place Capital Corp 40
Strategic Investment Solutions, Inc. /IL 40
Gateway Wealth Partners, LLC 40
Cowen Group, Inc. 40
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 40
Twin Capital Management Inc 40
Palisade Capital Management Llc/nj 40
EFG International AG 40
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 40
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 40
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 40
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 40
Manager Directed Portfolios - Pemberwick Fund Shares 40
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 40
Chilton Capital Management Llc 40
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 40
IBM Retirement Fund 40
Albion Financial Group /ut 40
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 40
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 40
Triad Wealth Partners, LLC 40
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 40
Delta Asset Management Llc/tn 40
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 40
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 40
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 40
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 40
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 40
Lombard Odier Asset Management (USA) Corp 40
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 40
Atticus Wealth Management, Llc 40
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 40
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 40
Wedge Capital Management L L P/nc 40
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 40
Alexandria Capital, LLC 40
Tredje AP-fonden 40
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 40
OneAscent Financial Services LLC 40
VestGen Advisors, LLC 40
Caxton Associates Llp 40
Princeton Global Asset Management LLC 40
Evolution Wealth Management Inc. 40
Evolve Private Wealth, Llc 40
Cornerstone Financial Management LLC 40
Column Capital Advisors, LLC 40
Measured Wealth Private Client Group, LLC 40
Bedel Financial Consulting, Inc. 40
Elo Mutual Pension Insurance Co 40
Athanor Capital, Lp 40
Squar Milner Financial Services Llc 40
Brighton Jones Llc 40
Buckingham Strategic Wealth, Llc 39
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 39
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 39
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 39
ArrowMark Colorado Holdings LLC 39
Dubuque Bank & Trust Co 39
Bamco Inc /ny/ 39
First City Capital Management, Inc. 39
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 39
Oxbow Advisors, LLC 39
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 39
Gulf International Bank (UK) Ltd 39
One Wealth Advisors, LLC 39
Weld Capital Management Llc 39
First Heartland Consultants, Inc. 39
Royce Value Trust Inc 39
WealthTrust-Arizona, LLC 39
Glazer Capital, Llc 39
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 39
Quest Capital Management Inc /adv 39
Dorsey & Whitney Trust CO LLC 39
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 39
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 39
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 39
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 39
Robertson Stephens Wealth Management, LLC 39
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 39
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 39
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 39
BlueMar Capital Management, LLC 39
Wealthsource Partners, Llc 39
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 39
BNP Paribas Investment Partners S.A. 39
Personal Cfo Solutions, Llc 39
Gateway Investment Advisers Llc 39
REAP Financial Group, LLC 39
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 39
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 39
Hotchkis & Wiley Capital Management Llc 39
Sit Investment Associates Inc 39
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 39
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 39
Nuveen Multi-Asset Income Fund 39
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 39
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 39
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 39
LGT Financial Advisors LLC 39
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 39
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 39
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 39
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 39
Meadow Creek Investment Management LLC 39
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 39
Claybrook Capital, LLC 39
Pine River Capital Management L.P. 39
Callan Family Office, LLC 39
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 39
Fiduciary Alliance LLC 39
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 39
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 39
Anfield Capital Management, LLC 39
APBAX - Cavanal Hill Funds - Active Core Fund Investor 39
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 39
Innovative Asset Advisors Group, LLC 39
REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class 39
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 39
Kohmann Bosshard Financial Services, LLC 39
Halbert Hargrove Global Advisors, Llc 39
Machina Capital S.a.s. 39
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 39
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 39
BCJ Capital Management, LLC 39
Livforsakringsbolaget Skandia, Omsesidigt 39
Scarborough Advisors, LLC 39
Bank Julius Baer & Co. Ltd, Zurich 39
Harvest Investment Services, LLC 39
Acorn Wealth Advisors, LLC 39
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 39
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 39
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 39
Wealth Preservation Advisors, LLC 39
FXIRX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series R Series R 39
Sheets Smith Wealth Management 39
UniSuper Management Pty Ltd 39
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 39
Shapiro Robert N 39
Global X Management CO LLC 39
Northern Oak Wealth Management Inc 39
Aspect Partners, LLC 39
John Hancock Income Securities Trust 39
Ten Capital Wealth Advisors, LLC 39
CNB Bank 39
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 39
Shine Investment Advisory Services Inc 38
Bfsg, Llc 38
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 38
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 38
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 38
Vicus Capital 38
M&r Capital Management Inc 38
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 38
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 38
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 38
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 38
West Paces Advisors Inc. 38
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 38
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 38
Private Advisory Group LLC 38
Sugarloaf Wealth Management, LLC 38
Washington Trust Advisors, Inc. 38
Delpha Capital Management, Llc 38
Trust Department Mb Financial Bank N A 38
Interchange Capital Partners, LLC 38
Kings Point Capital Management 38
Legg Mason Investment Counsel, LLC 38
Financial Network Wealth Advisors LLC 38
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 38
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 38
Irish Life Investment Managers Ltd. 38
Main Street Group, LTD 38
City National Bank 38
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 38
Pineridge Advisors LLC 38
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 38
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 38
WealthCollab, LLC 38
Duncker Streett & Co Inc 38
Tuttle Tactical Management LLC 38
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 38
Capital International Investors 38
Conning Inc. 38
Blume Capital Management, Inc. 38
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 38
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 38
Northwest & Ethical Investments L.P. 38
Kornitzer Capital Management Inc /ks 38
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 38
Gator Capital Management, LLC 38
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 38
Horan Securities, Inc. 38
Accel Wealth Management 38
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 38
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 38
Riggs Asset Managment Co. Inc. 38
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 38
Wagner Wealth Management, Llc 38
New Mexico Educational Retirement Board 38
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 38
Evolution Wealth Advisors, LLC 38
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 38
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 38
Hl Financial Services Llc 38
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund 38
Innealta Capital, Llc 38
SOA Wealth Advisors, LLC. 38
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 38
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 38
Cordasco Financial Network 38
Mendota Financial Group, LLC 38
ISAM Funds (UK) Ltd 38
Calamos Long/Short Equity & Dynamic Income Trust 38
Arden Investment Series Trust 38
Blackrock Corporate High Yield Fund, Inc. 38
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 38
Winton Diversified Opportunities Fund 38
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 38
ICA Group Wealth Management, LLC 38
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 38
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 38
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 38
Longfellow Investment Management Co Llc 38
North Capital, Inc. 38
DHJJ Financial Advisors, Ltd. 38
Edge Advisors, Llc 38
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 38
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 38
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 38
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 38
Spot Trading L.l.c. 38
Resurgent Financial Advisors LLC 38
Core Bond Portfolio - Core Bond Portfolio 38
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 37
180 Wealth Advisors, Llc 37
Nissay Asset Management Corp /japan/ /adv 37
Capital A Wealth Management, LLC 37
Advyzon Investment Management, LLC 37
Gen-Wealth Partners Inc 37
nVerses Capital, LLC 37
Abich Financial Wealth Management LLC 37
Migdal Insurance & Financial Holdings Ltd. 37
Savvy Advisors, Inc. 37
Sandler Capital Management 37
V-Square Quantitative Management LLC 37
Copeland Capital Management, LLC 37
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 37
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 37
Sprott Inc. 37
CenterBook Partners LP 37
First New York Securities Llc /ny 37
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 37
Emerald Mutual Fund Advisers Trust 37
Connectus Wealth, LLC 37
Shay Capital LLC 37
Endurance Wealth Management, Inc. 37
St Germain D J Co Inc 37
Veriti Management LLC 37
Aaron Wealth Advisors LLC 37
Mcguire Capital Advisors Inc 37
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 37
First Financial Corp /in/ 37
Modera Wealth Management, LLC 37
Voya Financial Advisors, Inc. 37
One Capital Management, LLC 37
Steel Peak Wealth Management LLC 37
Cedar Mountain Advisors, LLC 37
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 37
Destination Wealth Management 37
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 37
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 37
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 37
Liberty Mutual Group Asset Management Inc. 37
Richard Bernstein Advisors LLC 37
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 37
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 37
Andra AP-fonden 37
Gerber Kawasaki Wealth & Investment Management 37
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 37
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 37
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 37
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 37
361 Capital Llc 37
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 37
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 37
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 37
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 37
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 37
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 37
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 37
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 37
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 37
Mascoma Wealth Management LLC 37
First Capital Advisors Group, LLC. 37
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 37
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 37
Banco Santander, S.A. 37
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 37
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 37
Ahrens Investment Partners LLC 37
PIMCO FUNDS - PIMCO Low Duration Portfolio 37
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 37
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 37
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 37
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 37
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 37
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 37
Blackrock Ltd Duration Income Trust 37
Forum Funds 37
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 37
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 37
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 37
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 37
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 37
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 37
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 37
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 37
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 37
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 37
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 37
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 37
Global X Funds 37
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 37
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 37
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 37
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 37
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 37
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 37
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 37
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 37
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 37
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 37
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 37
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 37
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 37
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 37
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 37
Gryphon Financial Partners LLC 37
Samlyn Capital, Llc 36
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 36
Jackson Creek Investment Advisors LLC 36
Marino, Stram & Associates Llc 36
Mfs Multimarket Income Trust 36
General Motors Investment Management Corp 36
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 36
Meiji Yasuda Asset Management Co Ltd. 36
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 36
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 36
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 36
Torren Management, LLC 36
Associated Banc-corp 36
Capital Research Global Investors 36
Roble, Belko & Company, Inc 36
Fortitude Advisory Group L.L.C. 36
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 36
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 36
Tibra Equities Europe Ltd 36
Glass Jacobson Investment Advisors llc 36
New Millennium Group LLC 36
Fifth Third Wealth Advisors LLC 36
Kemnay Advisory Services Inc. 36
Laird Norton Trust Company, Llc 36
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 36
Ellis Investment Partners, LLC 36
Greenwich Wealth Management LLC 36
Clarus Wealth Advisors 36
Cahill Financial Advisors Inc 36
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 36
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 36
IAG Wealth Partners, LLC 36
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 36
Brown, Lisle/cummings, Inc. 36
E. Ohman J:or Asset Management AB 36
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 36
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 36
Lake Point Wealth Management 36
Glen Harbor Capital Management LLC 36
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 36
Atlas Private Wealth Advisors 36
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 36
Hilltop National Bank 36
Magnus Financial Group LLC 36
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 36
Kalos Management, Inc. 36
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 36
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 36
Parcion Private Wealth LLC 36
Cynosure Management, Llc 36
Operose Advisors LLC 36
Kapitalo Investimentos Ltda 36
Gabelli Equity Trust Inc 36
Amplius Wealth Advisors, LLC 36
MML Series Investment Fund II - MML Equity Rotation Fund Class II 36
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 36
L & S Advisors Inc 36
Qsemble Capital Management, LP 36
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 36
Thornburg Investment Management Inc 36
Silvercrest Asset Management Group Llc 36
Putnam Fl Investment Management Co 36
Kanaly Trust Co 36
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 36
Harvest Group Wealth Management, Llc 36
Nuveen Preferred & Income Securities Fund 36
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 36
Executive Wealth Management, LLC 36
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 36
Stonebridge Financial Group, LLC 36
B. Metzler seel. Sohn & Co. AG 36
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 36
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 36
Worldquant Millennium Advisors Llc 36
Water Island Capital Llc 36
McAdam, LLC 36
Rathbone Brothers plc 36
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 36
West Oak Capital, LLC 36
Telemus Capital, Llc 36
Ares Financial Consulting, LLC 36
Blackrock Core Bond Trust 36
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 36
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 36
Cooper Financial Group 36
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 36
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 36
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 36
Monashee Investment Management LLC 36
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 36
YorkBridge Wealth Partners, LLC 36
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 36
MUFG Securities EMEA plc 36
Hazlett, Burt & Watson, Inc. 36
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 36
Index Management Solutions, LLC 36
Eurizon Capital SGR S.p.A. 36
Hurley Capital, LLC 36
Exencial Wealth Advisors, Llc 36
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 36
Farringdon Capital, Ltd. 36
Guerra Advisors Inc 35
Dana Investment Advisors, Inc. 35
Woodmont Investment Counsel Llc 35
SevenBridge Financial Group, LLC 35
Koch Industries Inc 35
Banque Transatlantique SA 35
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 35
VCSBX - VALIC Co II - Strategic Bond Fund 35
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 35
Mangrove Partners 35
Rothschild Investment Corp /il 35
Waratah Capital Advisors Ltd. 35
EPG Wealth Management LLC 35
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 35
North Dakota State Investment Board 35
Advocacy Wealth Management Services, LLC 35
Oppenheimer Global Multi Strategies Fund 35
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 35
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 35
CBIZ Investment Advisory Services, LLC 35
Focus Financial Network, Inc. 35
Endeavour Capital Advisors Inc 35
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 35
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 35
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 35
Calamos Wealth Management LLC 35
SpiderRock Trading LLC 35
Nemes Rush Group LLC 35
Mbb Public Markets I Llc 35
Meritage Portfolio Management 35
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 35
Artisan Partners Limited Partnership 35
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 35
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 35
Turtle Creek Wealth Advisors, LLC 35
Trust Co Of Toledo Na /oh/ 35
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 35
Spears Abacus Advisors LLC 35
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 35
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 35
Medallion Wealth Advisors, LLC 35
Blackrock Multi-sector Income Trust 35
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 35
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 35
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 35
Laurel Wealth Advisors, Inc. 35
Westfield Capital Management Co Lp 35
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 35
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Aggressive Portfolio 35
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 35
GoalVest Advisory LLC 35
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 35
Fjarde Ap-fonden /fourth Swedish National Pension Fund 35
Perennial Investment Advisors, LLC 35
AXA Investment Managers S.A. 35
Strategic Financial Concepts, LLC 35
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 35
VCBDX - VALIC Co I - Core Bond Fund 35
Burney Co/ 35
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 35
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 35
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 35
Well Done, LLC 35
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 35
Banco Bilbao Vizcaya Argentaria, S.a. 35
High Note Wealth, LLC 35
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 35
Calvert Investment Management, Inc. 35
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 35
Royal London Asset Management Ltd 35
VCGAX - VALIC Co I - Growth & Income Fund 35
Flaherty & Crumrine Preferred Securities Income Fund Inc 35
Beacon Financial Group 35
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 35
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 35
Advisors Capital Management, LLC 35
Oak Thistle LLC 35
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 35
Turner Investments, L.p. 35
Mizuho Securities Usa Llc 35
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 35
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 35
Bellwether Investment Group, LLC 35
111 Capital 35
Romano Brothers And Company 35
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 35
Lake Street Advisors Group, Llc 35
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 35
Arlington Partners LLC 35
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 35
Rosenberg Matthew Hamilton 34
Rakuten Securities, Inc. 34
Vanguard Whitehall Funds 34
Visionary Wealth Advisors 34
Certified Advisory Corp 34
Sagespring Wealth Partners, Llc 34
Thomas J. Herzfeld Advisors, Inc. 34
Mfs Charter Income Trust 34
Kiker Wealth Management, LLC 34
Beacon Investment Advisory Services, Inc. 34
Whitener Capital Management, Inc. 34
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 34
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 34
Whipplewood Advisors, LLC 34
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 34
AlphaStar Capital Management, LLC 34
True Link Financial Advisors, LLC 34
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 34
Fort Washington Investment Advisors Inc /oh/ 34
Algebris Investments (UK) LLP 34
Spectrum Management Group, LLC 34
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 34
Americafirst Capital Management, Llc 34
NatWest Group plc 34
Total Investment Management Inc 34
Wakefield Asset Management LLLP 34
Cohen & Steers Infrastructure Fund Inc 34
Lakeview Capital Partners, LLC 34
Community Bank, N.A. 34
Mason Street Advisors, Llc 34
Global Wealth Management Investment Advisory, Inc. 34
Arcadia Investment Management Corp/mi 34
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 34
MidFirst Bank 34
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 34
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 34
Delos Wealth Advisors, LLC 34
Choate Investment Advisors 34
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 34
Advisor OS, LLC 34
Kelly Financial Services LLC 34
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 34
Vectors Research Management, LLC 34
Mission Wealth Management, Lp 34
Americana Partners, LLC 34
Guggenheim Strategic Opportunities Fund 34
Pacific Capital Wealth Advisors, Inc 34
Financial Sense Advisors, Inc. 34
Arrow Financial Corp 34
Coppell Advisory Solutions Corp. 34
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 34
Cyndeo Wealth Partners, LLC 34
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 34
Founders Financial Securities Llc 34
Mariner Investment Group Llc 34
Segantii Capital Management Ltd 34
Roosevelt Investment Group Llc 34
Kennedy Capital Management, Inc. 34
AMG National Trust Bank 34
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 34
NSGRX - Northern Funds - Northern Small Cap Core Fund 34
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 34
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 34
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 34
RFP Financial Group LLC 34
Syon Capital Llc 34
Dreman Value Management, L L C 34
Guardian Life Insurance Co Of America 34
Independence Bank of Kentucky 34
VSR Financial Services, Inc. 34
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 34
Ruggie Capital Group 34
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 34
Signature Resources Capital Management, LLC 34
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 34
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 34
Virtus ETF Advisers LLC 34
Dynamic Technology Lab Pte Ltd 34
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 34
Oarsman Capital, Inc. 34
MYDA Advisors LLC 34
Fieldview Capital Management, LLC 34
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 34
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 34
Advent Capital Management /de/ 34
Bellwether Advisors, LLC 34
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 34
Mayflower Financial Advisors, LLC 34
Deprince Race & Zollo Inc 34
New Age Alpha Advisors, LLC 34
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 34
NorthCrest Asset Manangement, LLC 34
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 34
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 34
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 34
Swedbank AB 34
Chesapeake Asset Management Llc 34
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 34
QCVAX - Clearwater Investment Trust - Clearwater International Fund 34
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 33
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 33
Absolute Return Capital, LLC 33
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 33
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 33
Hilton Capital Management, LLC 33
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 33
Redwood Investment Management, Llc 33
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 33
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 33
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 33
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 33
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 33
Highland Capital Management Lp 33
Joseph P. Lucia & Associates, LLC 33
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 33
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 33
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 33
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 33
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 33
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 33
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 33
PharVision Advisers, LLC 33
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 33
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 33
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 33
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 33
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 33
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 33
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 33
Vanguard Horizon Funds 33
Central Bank & Trust Co 33
Park Square Financial Group, LLC 33
Quad-Cities Investment Group, LLC 33
Childress Capital Advisors, Llc 33
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 33
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 33
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 33
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 33
Carmichael Hill & Associates, Inc. 33
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 33
Junto Capital Management LP 33
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 33
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 33
YHB Investment Advisors, Inc. 33
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 33
Safeguard Investment Advisory Group, LLC 33
URTH - iShares, Inc. - iShares MSCI World ETF 33
Comerica Securities Inc 33
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 33
Camelot Portfolios, LLC 33
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 33
Centerpoint Advisors, LLC 33
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 33
Bbva Usa 33
Keel Point, LLC 33
Fidelis Capital Partners, LLC 33
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 33
Alera Investment Advisors, LLC 33
Ossiam 33
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 33
EWG Elevate Inc. 33
Qs Batterymarch Financial Management, Inc 33
Synergy Investment Management, LLC 33
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 33
First National Trust Co 33
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 33
Legacy Advisors, LLC 33
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 33
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 33
Iat Reinsurance Co Ltd. 33
Bramshill Investments, LLC 33
Alpha Windward Llc 33
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 33
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 33
Blackrock Credit Allocation Income Trust 33
Capital Advisory Group Advisory Services, LLC 33
Fulton Bank, N.a. 33
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 33
Etf Managers Group, Llc 33
TCTC Holdings, LLC 33
Empirical Asset Management, LLC 33
IPG Investment Advisors LLC 33
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 33
Vivaldi Capital Management, LLC 33
Symmetry Peak Management Llc 33
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 33
Verdence Capital Advisors LLC 33
Morse Asset Management, Inc 33
Flaherty & Crumrine Preferred Income Fund Inc 33
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 33
Nuveen Core Equity Alpha Fund 33
Symphony Financial, Ltd. Co. 33
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 33
Royal Fund Management, LLC 33
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 33
IFM Investors Pty Ltd 33
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 33
Fortis Advisors, LLC 33
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 33
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 33
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 33
Gideon Capital Advisors, Inc. 33
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 32
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 32
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 32
Stonehage Fleming Financial Services Holdings Ltd 32
Hirtle Callaghan & Co LLC 32
Legato Capital Management LLC 32
Smith, Moore & Co. 32
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 32
Readystate Asset Management Lp 32
Register Financial Advisors LLC 32
Metis Global Partners, LLC 32
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 32
Natixis Investment Managers International 32
WealthPlan Investment Management, LLC 32
Mn Services Vermogensbeheer B.V. 32
Pin Oak Investment Advisors Inc 32
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 32
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 32
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 32
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 32
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 32
BW Gestao de Investimentos Ltda. 32
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 32
Wellington Shields Capital Management, LLC 32
Moran Wealth Management, LLC 32
Westfuller Advisors, LLC 32
Zeke Capital Advisors, Llc 32
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 32
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Conservative Portfolio 32
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 32
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 32
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 32
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 32
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 32
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 32
EJF Capital LLC 32
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 32
STXV - EA Series Trust - Strive 1000 Value ETF 32
Atwood & Palmer Inc 32
Kentucky Retirement Systems 32
Investment Centers Of America Inc 32
Zweig-DiMenna Associates LLC 32
Millstone Evans Group, LLC 32
Castleark Management Llc 32
Ramsey Quantitative Systems 32
Clean Yield Group 32
Frank, Rimerman Advisors LLC 32
Hilton Head Capital Partners, LLC 32
Cary Street Partners Financial Llc 32
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 32
Pimco Dynamic Credit & Mortgage Income Fund 32
RHJ International SA 32
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 32
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 32
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 32
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 32
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 32
Binnacle Investments Inc 32
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 32
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 32
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 32
Kavar Capital Partners, LLC 32
Sterling Investment Advisors, Ltd. 32
Zions Bancorporation 32
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 32
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 32
Parsons Capital Management Inc/ri 32
MARSHALL WACE ASIA Ltd 32
CFICX - CALVERT FUND - Calvert Income Fund Class A 32
Spring Creek Capital Llc 32
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 32
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 32
Girard Partners Ltd. 32
Advanced Series Trust - Ast Small-cap Growth Portfolio 32
Tyler-Stone Wealth Management 32
Dai-Ichi Life Insurance Company, Ltd 32
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 32
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 32
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 32
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 32
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 32
Polianta Ltd 32
Storebrand Asset Management As 32
Omnia Family Wealth, LLC 32
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 32
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 32
Glenview Trust Co 32
Equitable Trust Co 32
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 32
ABRZX - Aim Investment Funds (invesco Investment Funds) - Invesco Balanced-risk Allocation Fund Class A 32
Aviance Capital Partners, LLC 32
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 32
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 32
Loeb Partners Corp 32
I.g. Investment Management, Ltd. 32
WealthTrust Fairport, LLC 32
South Dakota Investment Council 32
Retirement Planning Co of New England, Inc. 32
Strategic Wealth Advisors Group, LLC 32
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 32
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 32
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 32
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 32
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 32
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 32
55i, Llc 32
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 32
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 32
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 32
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 32
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 32
DGS Capital Management, LLC 32
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 32
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 32
Pacifica Partners Inc. 32
Norinchukin Bank, The 32
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 32
Drive Wealth Management, Llc 32
Grandeur Peak Global Advisors, LLC 32
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 31
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 31
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 31
Mainstay Capital Management Llc /adv 31
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 31
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 31
World Equity Group, Inc. 31
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 31
Frontier Wealth Management LLC 31
Patten Group, Inc. 31
Barrow Hanley Mewhinney & Strauss Llc 31
Accuvest Global Advisors 31
Advisor Partners Ii, Llc 31
Banco BTG Pactual S.A. 31
Investors Capital Advisory Services 31
Next Capital Management LLC 31
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 31
OMBIX - JPMORGAN TRUST II - JPMorgan Mortgage-Backed Securities Fund Class I 31
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 31
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 31
Corton Capital Inc. 31
Worth Asset Management, LLC 31
Aventura Private Wealth, LLC 31
Evanson Asset Management, LLC 31
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 31
Bourgeon Capital Management Llc 31
Estabrook Capital Management 31
Us Financial Advisors, Llc 31
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 31
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 31
Perkins Coie Trust Co 31
Epoch Investment Partners, Inc. 31
RiverFront Investment Group, LLC 31
Origin Asset Management LLP 31
ORG Wealth Partners, LLC 31
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 31
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 31
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 31
Gilpin Wealth Management, Llc 31
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 31
City State Bank 31
MONECO Advisors, LLC 31
National Pension Service 31
Obermeyer Wood Investment Counsel, Lllp 31
Wilkerson Advisory Group LLC 31
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 31
GLG Partners LP 31
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 31
Pinnacle Financial Partners, Inc. 31
Emerald Advisers, Llc 31
Country Trust Bank 31
Confluence Investment Management Llc 31
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 31
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 31
West Branch Capital LLC 31
Mount Lucas Management LP 31
Ogorek Anthony Joseph /ny/ /adv 31
T. Rowe Price Investment Management, Inc. 31
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 31
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 31
Wells Fargo Multi-sector Income Fund 31
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 31
Capital Investment Advisors, LLC 31
Clearview Wealth Advisors LLC 31
Trustmark National Bank Trust Department 31
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco V.I. Balanced-Risk Allocation Fund Series I 31
American Financial Network Advisory Services Llc 31
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 31
Marathon Trading Investment Management LLC 31
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 31
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 31
Parametrica Management Ltd 31
Alpha DNA Investment Management LLC 31
Donoghue Forlines LLC 31
First Pacific Financial 31
Resona Asset Management Co.,Ltd. 31
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 31
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 31
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 31
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 31
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 31
Evermay Wealth Management Llc 31
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 31
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 31
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 31
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 31
SkyView Investment Advisors, LLC 31
Manning & Napier Advisors Llc 31
Echo Street Capital Management LLC 31
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 31
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 31
Ascent Group, LLC 31
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 31
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 31
Systematic Financial Management Lp 31
Pendal Group Ltd 31
Steigerwald, Gordon & Koch Inc. 31
Algebris (uk) Ltd 31
Oakbrook Investments Llc 31
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 31
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 31
Bowling Portfolio Management LLC 31
HWG Holdings LP 31
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 31
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 31
HighMark Wealth Management LLC 31
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 31
United Community Bank 31
J. Goldman & Co LP 31
Alpha Cubed Investments, LLC 31
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 31
Gabelli Dividend & Income Trust 31
Leo Wealth, LLC 31
Planning Capital Management Corp 31
Vivaldi Asset Management, LLC 31
Forsta Ap-fonden 31
Nachman Norwood & Parrott, Inc 31
Cypress Capital Management LLC (WY) 31
Godfrey Financial Associates, Inc. 31
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 31
Dfpg Investments, Llc 31
Central Pacific Bank - Trust Division 31
Lenox Wealth Management, Inc. 31
Flaherty & Crumrine Total Return Fund Inc 31
Herold Advisors, Inc. 31
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 31
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 31
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 31
Glacier Peak Capital LLC 31
First Bank & Trust 30
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 30
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 30
Wright Investors Service Inc 30
Perpetual Ltd 30
Friedenthal Financial 30
Ankerstar Wealth, LLC 30
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 30
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 30
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 30
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 30
MBOVX - M FUND INC - M Large Cap Value Fund 30
Hobbs Group Advisors, LLC 30
Lecap Asset Management Ltd 30
M&g Investment Management Ltd 30
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 30
LexAurum Advisors, LLC 30
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 30
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 30
Capital Advisors Inc/ok 30
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 30
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 30
Great Lakes Retirement, Inc. 30
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 30
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 30
AIA Group Ltd 30
STXG - EA Series Trust - Strive 1000 Growth ETF 30
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 30
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 30
Pimco Income Strategy Fund Ii 30
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 30
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 30
Nuveen Preferred & Income Term Fund 30
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 30
First Eagle Investment Management, LLC 30
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 30
Bradley Foster & Sargent Inc/ct 30
Sepio Capital, LP 30
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 30
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 30
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 30
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 30
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 30
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 30
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 30
WMS Partners, LLC 30
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF 30
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 30
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 30
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 30
Intersect Capital LLC 30
N.E.W. Advisory Services LLC 30
Global Trust Asset Management, LLC 30
Schechter Investment Advisors, LLC 30
Penn Capital Management Co Inc 30
WFA of San Diego, LLC 30
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 30
Carnegie Capital Asset Management, LLC 30
Old Mutual Customised Solutions (proprietary) Ltd 30
Mendon Capital Advisors Corp 30
Wade G W & Inc 30
Mountain Capital Investment Advisors, Inc 30
Rockefeller Financial Services Inc 30
Icon Wealth Partners, LLC 30
Zebra Capital Management LLC 30
Bienville Capital Management, LLC 30
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 30
SRDBX - STONE RIDGE TRUST - Stone Ridge Diversified Alternatives Fund Class M 30
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 30
Polaris Wealth Advisory Group, LLC 30
NorthCoast Asset Management LLC 30
Kathmere Capital Management, LLC 30
ProVise Management Group, LLC 30
Axiom Investment Management LLC 30
Achmea Investment Management B.V. 30
Aspire Private Capital, LLC 30
HighVista Strategies LLC 30
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 30
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 30
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 30
Ridgewood Investments LLC 30
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 30
First Foundation Advisors 30
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 30
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 30
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 30
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 30
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 30
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 30
Marks Group Wealth Management, Inc 30
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 30
Baker Tilly Financial, Llc 30
Wellington Grp LLC 30
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 30
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 30
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 30
Blackstone Group Inc 30
Insight Advisors, LLC/ PA 30
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 30
Madden Advisory Services, Inc. 30
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 30
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 30
MML Series Investment Fund II - MML Blend Fund Initial Class 30
Tlp Group Llc 30
Charter Oak Capital Management, LLC 30
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 30
Clearwater Capital Advisors, LLC 30
Basso Capital Management, L.p. 30
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 30
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 30
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 30
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 30
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 30
Wintrust Investments Llc 30
Wealth Enhancement Trust Services, Inc. 30
Noble Wealth Management PBC 30
Psagot Investment House Ltd. 30
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 30
Carmel Capital Partners, LLC 30
Mariner Wealth Advisors-NYC, LLC 30
Global Endowment Management, LP 30
OP Asset Management Ltd 30
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 30
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 30
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 30
Mark Sheptoff Financial Planning, Llc 30
Armis Advisers, LLC 30
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 30
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 30
Cantab Capital Partners LLP 30
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 30
Peapack Gladstone Financial Corp 30
Alaska Permanent Fund Corp 30
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 30
Abel Hall, LLC 30
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 30
Integrated Quantitative Investments LLC 30
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 30
Capitolis Advisors LLC 30
AXS Investments LLC 30
Atlantic Edge Private Wealth Management, LLC 29
Manchester Financial Inc 29
Cornerstone Advisory, LLC 29
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 29
Nuveen S&p 500 Dynamic Overwrite Fund 29
Boreal Capital Management LLC 29
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 29
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 29
Alpha Paradigm Partners, LLC 29
Qtron Investments LLC 29
Sierra Capital LLC 29
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 29
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 29
Meitav Dash Investments Ltd 29
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 29
Twin Focus Capital Partners, Llc 29
Chase Investment Counsel Corp 29
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 29
Integrity Alliance, Llc. 29
Security National Trust Co 29
Hoxton Financial, Inc. 29
Angeles Wealth Management, Llc 29
Sentry Investment Management Llc 29
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 29
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 29
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 29
Aviance Capital Management, Llc 29
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 29
National Philanthropic Trust 29
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 29
Hartford Series Fund Inc 29
Nuveen Tax-advantaged Dividend Growth Fund 29
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 29
Lowe Wealth Advisors, LLC 29
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 29
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 29
Cohen & Steers, Inc. 29
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 29
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 29
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 29
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 29
Hussman Strategic Advisors, Inc. 29
Cowen And Company, Llc 29
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 29
Red Tortoise LLC 29
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 29
Morningstar Investment Management LLC 29
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 29
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 29
Seeyond 29
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 29
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 29
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 29
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 29
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 29
Anson Funds Management LP 29
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 29
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 29
Jpmorgan Trust Iii 29
SYSTM Wealth Solutions LLC 29
BlueCrest Capital Management LLP 29
Calamos Global Dynamic Income Fund 29
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 29
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 29
Capital International Inc /ca/ 29
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 29
Weaver C. Barksdale & Associates, Inc. 29
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 29
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 29
Kowal Investment Group, LLC 29
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 29
FormulaFolio Investments, LLC 29
Meeder Advisory Services, Inc. 29
Mill Creek Capital Advisors, LLC 29
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 29
Pennsylvania Trust Co 29
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 29
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 29
First National Bank Of Omaha 29
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 29
Adirondack Trust Co 29
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 29
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 29
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 29
Private Wealth Partners, LLC 29
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 29
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 29
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 29
Espalier Global Management LLC 29
Gables Capital Management Inc. 29
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 29
Invictus RG Pte. Ltd. 29
B. Metzler seel. Sohn & Co. Holding AG 29
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 29
Guinness Asset Management LTD 29
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 29
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 29
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 29
Kentucky Retirement Systems Insurance Trust Fund 29
Traynor Capital Management, Inc. 29
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 29
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 29
Capitolis Liquid Global Markets LLC 29
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 29
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 29
iA Global Asset Management Inc. 29
Hanson & Doremus Investment Management 29
Hennessy Advisors Inc 29
Williams Jones Wealth Management, LLC. 29
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 29
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 29
Virtus Global Dividend & Income Fund Inc. 29
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 29
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 29
Pimco Income Opportunity Fund 29
JBF Capital, Inc. 29
Schonfeld Group Holdings LLC 29
Retirement Wealth Solutions LLC 29
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 29
Symmetry Partners, LLC 29
Nova Wealth Management, Inc. 29
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 29
Oppenheimer Variable Account Funds 29
Old Second National Bank Of Aurora 29
Bremer Bank National Association 29
Empirical Finance, LLC 29
Tiverton Asset Management Llc 29
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 29
Arcus Capital Partners, LLC 29
RPG Investment Advisory, LLC 29
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 29
Eagle Global Advisors Llc 29
Rakuten Investment Management, Inc. 29
Canton Hathaway, LLC 29
Avalon Advisors, Llc 29
OpenArc Corporate Advisory, LLC 29
Gardner Lewis Asset Management L P 28
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 28
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 28
Delaware Enhanced Global Dividend & Income Fund 28
Grey Fox Wealth Advisors, LLC 28
Delta Investment Management, LLC 28
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 28
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 28
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 28
AlTi Global, Inc. 28
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 28
Linden Advisors Lp 28
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 28
Meiji Yasuda Life Insurance Co 28
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 28
Core Wealth Advisors, Llc 28
Strengthening Families & Communities, LLC 28
J.Safra Asset Management Corp 28
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 28
Moody Aldrich Partners Llc 28
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 28
First Command Financial Services, Inc. 28
Wetzel Investment Advisors, Inc. 28
Phase 2 Partners, LLC 28
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 28
Wilmington Trust Co 28
Pure Financial Advisors, Inc. 28
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 28
Northwest Investment Counselors, Llc 28
CFS Investment Advisory Services, LLC 28
Doyle Wealth Management 28
Vaughan Nelson Investment Management, L.p. 28
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 28
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 28
Sapient Capital Llc 28
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 28
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 28
Custom Index Systems, Llc 28
Allen Investment Management LLC 28
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 28
Motiv8 Investments LLC 28
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 28
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 28
Basswood Capital Management, L.l.c. 28
Elevated Capital Advisors, LLC 28
Beacon Capital Management, Inc. 28
Financial Enhancement Group LLC 28
Cranbrook Wealth Management, LLC 28
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 28
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 28
Kepos Capital LP 28
Main Street Financial Solutions, LLC 28
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 28
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 28
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 28
Lucus Advisors Llc 28
Intentional Wealth Strategies, LLC 28
Westchester Capital Management, LLC 28
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 28
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 28
Bank Of Hawaii 28
Byrne Asset Management LLC 28
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 28
WestEnd Advisors, LLC 28
PIMCO FUNDS - PIMCO International Portfolio 28
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 28
Cornerstone Wealth Group, LLC 28
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 28
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 28
Clark Wealth Partners 28
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 28
Otter Creek Advisors, LLC 28
Minichmacgregor Wealth Management, Llc 28
Kiley Juergens Wealth Management, Llc 28
Cherry Tree Wealth Management, LLC 28
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 28
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 28
Allred Capital Management, LLC 28
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 28
Grimes & Company, Inc. 28
Guild Investment Management, Inc. 28
Seneschal Advisors, LLC 28
Gofen & Glossberg Llc /il/ 28
Painted Porch Advisors LLC 28
Keebeck Wealth Management, LLC 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 28
Raab & Moskowitz Asset Management LLC 28
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 28
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 28
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 28
Western Pacific Wealth Management, LP 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 28
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 28
PFG Private Wealth Management, LLC 28
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 28
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 28
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 28
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 28
Wealth Alliance 28
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 28
Bray Capital Advisors 28
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 28
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 28
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 28
Continental Advisors Llc 28
Jump Trading, Llc 28
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 28
Richardson Financial Services Inc. 28
Valmark Advisers, Inc. 28
Bell Rock Capital Llc 28
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 28
First Midwest Bank Trust Division 28
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 28
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 28
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 28
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 28
F/M Investments LLC 28
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 28
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 28
Truewealth Llc 28
Advanced Series Trust - Ast Small-cap Value Portfolio 28
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 28
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 28
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 28
Prentiss Smith & Co Inc 28
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 28
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 28
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 28
Barrett & Company, Inc. 28
Eaton Vance Tax Advantaged Dividend Income Fund 28
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 28
Vinva Investment Management Ltd 28
Reynolds Capital Management Llc 28
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 28
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 28
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 28
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 28
E Fund Management Co., Ltd. 28
Thompson Investment Management, Inc. 28
Pinebridge Investments Llc 28
Clear Creek Financial Management, LLC 28
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 28
Wayfinding Financial, LLC 28
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 28
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 28
Portside Wealth Group, LLC 28
Paragon Capital Management Ltd 28
BlackRock ESG Capital Allocation Trust 28
Frec Markets, Inc. 27
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 27
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 27
Enlightenment Research, LLC 27
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 27
Pimco Strategic Income Fund, Inc 27
Team Financial Group, LLC 27
Financial Perspectives, Inc 27
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 27
Vima Llc 27
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 27
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 27
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 27
Transamerica Partners Funds Group 27
Northwest Financial Advisors 27
Signal Advisors Wealth, LLC 27
S.A. Mason LLC 27
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 27
Vermillion & White Wealth Management Group, LLC 27
Transamerica Partners Funds Group Ii 27
Essex Savings Bank 27
Waterloo Capital, L.P. 27
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 27
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 27
MBM Wealth Consultants, LLC 27
Banco de Sabadell, S.A 27
DT Investment Partners, LLC 27
Thoroughbred Financial Services, Llc 27
Highstreet Asset Management Inc. 27
Rotella Capital Management, Inc. 27
Soltis Investment Advisors LLC 27
Bellevue Asset Management, Llc 27
Denver Investment Advisors Llc 27
Nalls Sherbakoff Group, Llc 27
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 27
USS Investment Management Ltd 27
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 27
Truadvice, LLC 27
Wealthbridge Capital Management, Llc 27
Planned Solutions, Inc. 27
Gyl Financial Synergies, Llc 27
Sanders Morris Harris Llc 27
Providence Capital Advisors, LLC 27
Mid Atlantic Financial Management Inc/adv 27
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 27
Winnow Wealth Llc 27
Iron Horse Wealth Management, LLC 27
Boston Trust Walden Corp 27
MTM Investment Management, LLC 27
First PREMIER Bank 27
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 27
Mizuho Trust & Banking Co., Ltd. 27
Bank Of The West 27
Alpha Omega Wealth Management LLC 27
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 27
Fundamentun, Llc 27
Tradeworx Inc. 27
Waddell & Associates, Llc 27
Mach-1 Financial Group, Inc. 27
Bridges Investment Management Inc 27
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 27
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 27
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 27
Investment Management Corp of Ontario 27
Lansforsakringar Fondforvaltning AB (publ) 27
HBW Advisory Services LLC 27
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 27
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 27
Indiana Trust & Investment Management CO 27
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 27
Naples Global Advisors, Llc 27
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 27
Tema Etfs Llc 27
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 27
Curian Capital Llc 27
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 27
Stonnington Group, Llc 27
Lombard Odier Asset Management (Europe) Ltd 27
Carolina Wealth Advisors, LLC 27
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 27
Haverford Trust Co 27
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 27
Baker Ellis Asset Management LLC 27
Eisler Capital Management Ltd. 27
Ironwood Financial, llc 27
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 27
Fort Point Capital Partners LLC 27
Smith Group Asset Management, LLC 27
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 27
Murphy & Mullick Capital Management Corp 27
Ssi Investment Management Llc 27
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 27
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 27
IMG Wealth Management, Inc. 27
Kms Financial Services, Inc 27
Prosperity Consulting Group, LLC 27
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 27
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 27
Turning Point Benefit Group, Inc. 27
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 27
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 27
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 27
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 27
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 27
NINE MASTS CAPITAL Ltd 27
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 27
Hunting Hill Global Capital, LLC 27
Heck Capital Advisors, LLC 27
Good Life Advisors, LLC 27
Decker Retirement Planning Inc. 27
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 27
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 27
American Trust 27
Neuburgh Advisers LLC 27
Intrinsic Edge Capital Management LLC 27
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 27
Prescott Group Capital Management, L.l.c. 27
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 27
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 27
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 27
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 27
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 27
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 27
Carlson Capital L P 27
Chilton Investment Co Llc 27
Baader Bank INC 27
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional 27
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 27
Intercontinental Wealth Advisors, LLC 27
Phoenix Holdings Ltd. 27
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 27
Davis Capital Management 27
Mesirow Financial Investment Management, Inc. 27
Fideuram Asset Management (Ireland) dac 27
Apella Capital, LLC 27
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 27
Sawgrass Asset Management Llc 27
Logan Capital Management Inc 27
Sentinus, LLC 27
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 27
WESPAC Advisors, LLC 27
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 27
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 27
Lodestone Wealth Management LLC 27
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 27
Aspiriant, Llc 27
Oversea-Chinese Banking CORP Ltd 27
Breakwater Investment Management 27
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 27
Pimco Corporate & Income Strategy Fund 27
Pimco Income Strategy Fund 27
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 27
AllSquare Wealth Management LLC 27
Punch & Associates Investment Management, Inc. 27
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 27
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 27
25 Llc 27
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 27
Green Square Capital Advisors Llc 27
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 27
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 27
Ninety One UK Ltd 27
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 27
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 27
Amerivest Investment Management LLC 27
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 27
TimesSquare Capital Management, LLC 27
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 27
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 27
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 27
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 26
Cpwm, Llc 26
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 26
Citizens Business Bank 26
Marshall & Sterling Wealth Advisors Inc. 26
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 26
Voisard Asset Management Group, Inc. 26
Brave Asset Management Inc 26
Generali Asset Management SPA SGR 26
CTC Alternative Strategies, Ltd. 26
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 26
BSW Wealth Partners 26
Ingalls & Snyder Llc 26
Midwest Trust Co 26
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 26
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 26
Kb Financial Partners, Llc 26
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 26
Matarin Capital Management, LLC 26
Baltimore-Washington Financial Advisors, Inc. 26
Glg Llc 26
Quattro Advisors LLC 26
Global Wealth Strategies & Associates 26
Red Door Wealth Management, LLC 26
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 26
Dividend Asset Capital, Llc 26
HYLD - Exchange Listed Funds Trust - High Yield ETF 26
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 26
Great Diamond Partners, LLC 26
Mizuho Asset Management Co.,Ltd. 26
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 26
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 26
Gabelli Equity Series Funds Inc 26
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 26
Cohen & Steers Real Estate Opportunities & Income Fund 26
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 26
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 26
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 26
Hodges Capital Management Inc. 26
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 26
BSBAX - Northern Funds - Northern Short Bond Fund 26
Curi Wealth Management, LLC 26
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 26
Winfield Associates, Inc. 26
Desjardins Global Asset Management Inc. 26
Basepoint Wealth LLC 26
PGGM Investments 26
Imprint Wealth LLC 26
Bremer Trust National Association 26
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 26
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 26
Northwestern Mutual Investment Services Llc 26
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 26
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 26
Northwest Wealth Management, Llc 26
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 26
Catalytic Wealth RIA, LLC 26
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 26
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 26
Palisade Asset Management, LLC 26
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 26
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 26
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 26
Cerebellum GP, LLC 26
Perritt Capital Management Inc 26
Pinnacle Wealth Management Advisory Group, LLC 26
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 26
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 26
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 26
Graves-Light Private Wealth Management, Inc. 26
Barrett Asset Management, LLC 26
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 26
Ostrum Asset Management 26
Foster Dykema Cabot & Partners, Llc 26
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 26
Forward Management, LLC 26
Barnett & Company, Inc. 26
Nicholas Investment Partners, LP 26
LVW Advisors, LLC 26
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 26
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 26
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 26
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 26
Mint Tower Capital Management B.V. 26
Icon Wealth Advisors, LLC 26
Coastal Bridge Advisors, LLC 26
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 26
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 26
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 26
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 26
Clarkston Capital Partners, LLC 26
AQGNX - AQR Funds - AQR Global Equity Fund Class N 26
Avalon Trust Co 26
Howard Hughes Medical Institute 26
Counterpoint Mutual Funds LLC 26
Congress Asset Management Co /ma 26
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 26
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 26
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 26
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 26
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 26
Wall Street Financial Group, Inc. 26
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 26
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 26
Wells Fargo Global Dividend Opportunity Fund 26
Security National Bank 26
Redpoint Investment Management Pty Ltd 26
Semmax Financial Advisors Inc. 26
Maple Securities Usa Inc 26
Williams Jones & Associates LLC 26
Sii Investments Inc/wi 26
Alerus Financial Na 26
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 26
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 26
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 26
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 26
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 26
Chiron Investment Management, LLC 26
MERVX - MERGER FUND VL - The Merger Fund VL 26
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 26
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 26
Kingfisher Capital LLC 26
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 26
Morningstar Investment Services LLC 26
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 26
Kingdom Financial Group LLC. 26
Hartford Financial Management Inc. 26
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 26
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 26
Strategy Asset Managers Llc 26
Pine Valley Investments Ltd Liability Co 26
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 26
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 26
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 26
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 26
Aberdeen Asset Management Plc/uk 26
Ziegler Capital Management, LLC 26
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 26
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 26
Sig Brokerage, Lp 26
Abn Amro Investment Solutions 26
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 26
Beck Mack & Oliver Llc 26
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 25
Greenwich Investment Management, Inc. 25
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 25
Signature Estate & Investment Advisors Llc 25
Paradigm Financial Partners, Llc 25
Foundry Partners, LLC 25
Talon Private Wealth, LLC 25
St. Johns Investment Management Company, LLC 25
Morton Brown Family Wealth, LLC 25
Jackson, Grant Investment Advisers, Inc. 25
Greenland Capital Management LP 25
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 25
Coastline Trust Co 25
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 25
Clayton Financial Group LLC 25
Matrix Trust Co 25
Eaton Vance Tax Advantaged Global Dividend Income Fund 25
Cumberland Partners Ltd 25
XML Financial, LLC 25
IFC & Insurance Marketing, Inc. 25
Ariel Investments, Llc 25
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 25
Vanguard Capital Wealth Advisors 25
Strive Financial Group ,LLC 25
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 25
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 25
Beese Fulmer Investment Management, Inc. 25
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 25
FourThought Financial Partners, LLC 25
Richard W. Paul & Associates, LLC 25
Maridea Wealth Management LLC 25
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 25
La Banque Postale Asset Management SA 25
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 25
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 25
Transform Wealth, LLC 25
Klingman & Associates, LLC 25
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 25
J. Safra Sarasin Holding AG 25
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 25
Selective Wealth Management, Inc. 25
Legacy Investment Solutions, LLC 25
Stoneridge Investment Partners Llc 25
IWC - iSHARES TRUST - iShares Micro-Cap ETF 25
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 25
Richardson Capital Management LLC 25
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 25
Invst, LLC 25
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 25
Daymark Wealth Partners, Llc 25
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 25
Wall Street Access Asset Management, LLC 25
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 25
Aj Wealth Strategies, Llc 25
Corient Capital Partners, LLC 25
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 25
Bollard Group LLC 25
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 25
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 25
ASR Vermogensbeheer N.V. 25
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 25
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 25
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 25
VCCBX - VALIC Co II - Core Bond Fund 25
O'Shares Investment Advisers, LLC 25
Financiere des Professionnels - Fonds d,investissement inc. 25
Sierra Ocean, Llc 25
First Command Bank 25
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 25
Siemens Fonds Invest GmbH 25
Secure Asset Management, LLC 25
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 25
Plato Investment Management Ltd 25
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 25
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 25
Hohimer Wealth Management, Llc 25
Sovran Advisors, LLC 25
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 25
Lebenthal Global Advisors, LLC 25
Altfest L J & Co Inc 25
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 25
New Wave Wealth Advisors Llc 25
Price Wealth Management, Inc. 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 25
Farmers & Merchants Trust Co of Chambersburg PA 25
Mfs Intermediate Income Trust 25
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 25
Athena Capital Advisors Llc 25
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 25
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 25
RSSL - Global X Funds - Global X Russell 2000 ETF 25
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 25
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 25
Nilsine Partners, LLC 25
Relative Value Fund 25
Clear Street Llc 25
Icon Advisers Inc/co 25
University Of Texas/texas Am Investment Managment Co 25
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 25
West Family Investments, Inc. 25
KAMES CAPITAL plc 25
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 25
Tennessee Valley Asset Management Partners 25
Professional Financial Advisors, LLC 25
Blue Arrow Capital Management Llc 25
Garde Capital, Inc. 25
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 25
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 25
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 25
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 25
Actinver Wealth Management, Inc. 25
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 25
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 25
Shepherd Kaplan Krochuk, Llc 25
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 25
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 25
Mraz, Amerine & Associates, Inc. 25
Longboard Asset Management, LP 25
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 25
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 25
Advisor Partners Llc 25
Principle Wealth Partners Llc 25
WESPAC Advisors SoCal, LLC 25
Kera Capital Partners, Inc. 25
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 25
Tiedemann Advisors, Llc 25
SEB Asset Management AB 25
Clear Perspective Advisors, LLC 25
Rivernorth Capital Management, Llc 25
Tiaa, Fsb 25
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 25
Santa Fe Partners LLC 25
Occidental Asset Management, LLC 25
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 25
Kozak & Associates, Inc. 25
683 Capital Management, LLC 25
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 25
Personal Wealth Partners 25
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 25
Tyers Asset Management LLC 25
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 25
Highland Capital Management Fund Advisors, L.p. 25
Herndon Capital Management Llc 25
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 25
Greykasell Wealth Strategies, Inc. 25
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 25
BLACKROCK FUNDS - BlackRock Total Factor Fund Institutional Shares 25
Dixon Hughes Goodman Wealth Advisors LLC 25
Pcm Fund, Inc. 25
SMART Wealth LLC 25
United Financial Planning Group LLC 25
Resources Management Corp /ct/ /adv 25
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 25
Keeley Asset Management Corp 25
Reliance Trust Co Of Delaware 25
Live Your Vision, LLC 25
Greenline Partners, LLC 25
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 25
Intrust Bank Na 25
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 25
Alternative Strategies Fund 25
Stanley-Laman Group, Ltd. 25
Chicago Capital, LLC 25
VCULX - VALIC Co I - Growth Fund 25
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 25
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 25
Founders Capital Management 25
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 25
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 25
Ardsley Advisory Partners Lp 25
1015 Capital Partners, LLC 25
PenderFund Capital Management Ltd. 25
Argent Advisors, Inc. 25
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 25
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 25
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 24
Standard Life Investments LTD 24
eCIO, Inc. 24
Telemetry Investments, L.L.C. 24
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 24
1620 Investment Advisors, Inc. 24
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 24
EHP Funds Inc. 24
EFG Asset Management (Americas) Corp. 24
Brandywine Oak Private Wealth Llc 24
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 24
BLB&B Advisors, LLC 24
LifePlan Financial Group, Inc 24
Global Financial Private Capital, LLC 24
Knights of Columbus Asset Advisors LLC 24
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 24
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 24
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 24
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 24
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 24
My Personal CFO, LLC 24
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 24
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 24
PDS Planning, Inc 24
HCR Wealth Advisors 24
Platform Technology Partners 24
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 24
Sage Mountain Advisors LLC 24
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 24
Centric Wealth Management 24
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 24
Surevest, LLC 24
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 24
First American Bank 24
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 24
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 24
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 24
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 24
United Advisor Group, LLC 24
Piscataqua Savings Bank 24
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 24
Cannell Peter B & Co Inc 24
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 24
SWAN Capital LLC 24
Scoria Capital Partners LP 24
Fielder Capital Group LLC 24
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 24
BancorpSouth Bank 24
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 24
Greenwood Capital Associates Llc 24
Mediolanum International Funds Ltd 24
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 24
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 24
Argent Capital Management Llc 24
Lee Danner & Bass Inc 24
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 24
Legacy Bridge, LLC 24
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 24
POM Investment Strategies, LLC 24
Strategic Advocates LLC 24
Clifford Swan Investment Counsel Llc 24
Firestone Capital Management 24
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 24
LM Advisors LLC 24
John Hancock Preferred Income Fund Ii 24
John Hancock Preferred Income Fund Iii 24
John Hancock Preferred Income Fund 24
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 24
Reuter James Wealth Management, Llc 24
BlackRock Credit Strategies Fund 24
Arbiter Partners Capital Management LLC 24
Philadelphia Trust Co 24
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 24
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 24
FAINX - MSS Series Trust - Fallen Angels Income Fund 24
Osborn Rohs Williams & Donohoe Ltd 24
SeaBridge Investment Advisors LLC 24
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 24
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 24
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 24
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 24
Gwn Securities Inc. 24
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 24
Ghisallo Capital Management LLC 24
TRANSAMERICA FUNDS - Transamerica Total Return I2 24
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 24
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 24
Missouri Trust & Investment Co 24
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 24
Key Capital Management, INC 24
Northwest Capital Management Inc 24
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 24
L2 Asset Management, LLC 24
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 24
Us Global Investors Funds 24
Antonetti Capital Management LLC 24
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 24
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 24
Linden Thomas Advisory Services, LLC 24
Bahl & Gaynor Inc 24
Caz Investments Lp 24
Patton Fund Management, Inc. 24
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 24
Graypoint LLC 24
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 24
Eaton Vance Senior Floating Rate Trust 24
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 24
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 24
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 24
Voya Global Equity Dividend & Premium Opportunity Fund 24
DecisionPoint Financial, LLC 24
Malaga Cove Capital, LLC 24
Valued Wealth Advisors LLC 24
Boston Financial Mangement Llc 24
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 24
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 24
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 24
Heartwood Wealth Advisors LLC 24
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 24
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 24
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 24
Quadrant Private Wealth Management, LLC 24
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 24
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 24
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 24
Guardian Wealth Advisors, Llc / Nc 24
Beaumont Financial Advisors, LLC 24
Cavalier Investments, LLC 24
Capital International Sarl 24
BTG Pactual Asset Management US LLC 24
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 24
Trifecta Capital Advisors, LLC 24
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 24
Fairfield, Bush & Co. 24
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 24
Bank of New Hampshire 24
Creative Capital Management Investments LLC 24
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 24
Parisi Gray Wealth Management 24
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 24
Aveo Capital Partners, LLC 24
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 24
Chartwell Investment Partners, Llc 24
Investors Portfolio Services LLC 24
Clarius Group, LLC 24
Harbor Advisors LLC 24
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 24
Counsel Portfolio Services Inc. 24
Eaton Vance Floating-rate Income Trust 24
Nicolet Advisory Services, Llc 24
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 24
Dagco, Inc. 24
River & Mercantile Asset Management Llp 24
Retirement Planning Group 24
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 24
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 24
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 24
Capital Wealth Planning, LLC 24
Intrua Financial, LLC 24
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 24
Livingston Group Asset Management CO (operating as Southport Capital Management) 24
AdvisorShares Investments LLC 24
Net Worth Advisory Group 24
AHIVX - American Century Investment Trust - High Income Fund Investor Class 24
Paulson Wealth Management Inc. 24
Rockbridge Investment Management, LCC 24
GenTrust, LLC 24
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 24
BTC Capital Management, Inc. 24
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 24
Ritter Daniher Financial Advisory LLC / DE 24
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 24
SYM FINANCIAL Corp 24
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 24
LBA Wealth Management, LLC 24
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 24
APSTX - Cavanal Hill Funds - Limited Duration Fund Investor 24
VGLSX - VALIC Co I - Global Strategy Fund 24
Henshaw Capital LLC 24
EA Series Trust 24
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 24
Hayden Royal, Llc 24
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 24
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 24
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 24
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 23
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 23
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 23
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 23
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 23
Palladium Partners Llc 23
Winton Capital Management Ltd 23
Cozad Asset Management Inc 23
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 23
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 23
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 23
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 23
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 23
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 23
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 23
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 23
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 23
Fayez Sarofim & Co 23
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 23
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 23
ICONIQ Capital, LLC 23
DAAVX - Dunham Funds - Dunham Dynamic Macro Fund Class A 23
Ambassador Advisors, LLC 23
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 23
Mpwm Advisory Solutions, Llc 23
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 23
Munder Series Trust 23
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 23
Wood Tarver Financial Group, LLC 23
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 23
Orion Capital Management LLC 23
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 23
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 23
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 23
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 23
Sittner & Nelson, Llc 23
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 23
Man Investments Ltd 23
Consolidated Planning Corp 23
Boenning & Scattergood, Inc. 23
Wilmington Trust, National Association 23
Rothschild Asset Management Inc 23
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 23
Stux Capital Management, LLC 23
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 23
Jamison Private Wealth Management, Inc. 23
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 23
Sunrise Financial Services, LLC 23
Thomasville National Bank 23
Requisite Capital Management, LLC 23
Rockland Trust Co 23
New England Research & Management, Inc. 23
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 23
Poehling Capital Management, LLC 23
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 23
Price Capital Management, Inc. 23
Hoey Investments, Inc 23
Oppenheimer Quest For Value Funds 23
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 23
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 23
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 23
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 23
Quotient Investors, LLC 23
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 23
Bbr Partners, Llc 23
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 23
3EDGE Asset Management, LP 23
TAP Consulting, LLC 23
ULTRA SERIES FUND - Core Bond Fund Class I 23
Union Bancaire Privee, UBP SA 23
Welch & Forbes Llc 23
Phocas Financial Corp. 23
Sun Life Financial Inc 23
Covenant Asset Management, LLC 23
Flinton Capital Management LLC 23
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 23
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 23
Trellus Management Company, LLC 23
Berger Financial Group, Inc 23
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 23
Bridgecreek Investment Management, LLC 23
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 23
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 23
Credential Qtrade Securities Inc. 23
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 23
RMG Wealth Management LLC 23
Hanlon Investment Management, Inc. 23
Nicolet Bankshares Inc 23
Doliver Advisors, Lp 23
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 23
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 23
Ascend Capital, Llc 23
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 23
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 23
Gerstein Fisher 23
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 23
High Net Worth Advisory Group LLC 23
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 23
Osmosis Investment Management UK Ltd 23
Lehman Financial Resources, Inc. 23
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 23
Fortis Group Advisors, LLC 23
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 23
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 23
Provenance Wealth Advisors, LLC 23
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 23
Whitebox Advisors Llc 23
Concentric Capital Strategies, LP 23
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 23
Waldron Private Wealth LLC 23
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 23
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 23
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 23
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 23
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 23
Saudi Central Bank 23
Alpine Bank Wealth Management 23
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 23
FSA Wealth Management LLC 23
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 23
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 23
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 23
Chemical Bank 23
MPS Loria Financial Planners, LLC 23
GM Advisory Group, Inc. 23
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 23
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 23
Global Assets Advisory, LLC 23
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 23
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 23
Coston, McIsaac & Partners 23
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 23
Abacus Planning Group, Inc. 23
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 23
Legacy Private Trust Co. 23
McMahon Financial Advisors, LLC 23
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 23
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 23
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 23
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 23
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 23
Essex Investment Management Co Llc 23
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 23
Family Management Corp 23
Financial Engines Advisors L.L.C. 23
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 23
ARGI Investment Services, LLC 23
PRW Wealth Management LLC 23
Vanguard National Trust Co 23
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 23
VitalStone Financial, LLC 23
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 23
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 23
Ab Pooling Portfolios 23
Donald L. Hagan, LLC 23
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 23
Ethos Financial Group, LLC 23
Dynasty Wealth Management, Llc 23
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 23
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 23
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 23
Allen Capital Group, LLC 23
Knollwood Investment Advisory, LLC 23
Brown Advisory Securities, LLC 23
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 23
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 23
Braun-Bostich & Associates Inc. 23
Shinko Asset Management Co., Ltd. 23
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 23
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares 23
Vanguard Explorer Fund 23
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 23
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 23
Lion Street Advisors, LLC 23
Ferguson Wellman Capital Management, Inc 23
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 23
Ofi Invest Asset Management 23
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 23
Tiaa Trust, National Association 23
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 23
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 23
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 23
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 23
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 23
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 23
Sivia Capital Partners, LLC 23
CCMG - EA Series Trust - CCM Global Equity ETF 23
Lingohr & Partner Asset Management GmbH 23
Hallmark Capital Management Inc 23
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 23
Western Asset Premier Bond Fund 23
Y.D. More Investments Ltd 23
CPI - IndexIQ ETF Trust - IQ Real Return ETF 23
Alpenglow Capital LP 23
Stelac Advisory Services LLC 23
Kaizen Advisory, Llc 23
Cna Financial Corp 23
Euclid Advisors LLC 23
Western Asset Global Corporate Defined Opportunity Fund Inc. 23
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 23
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 23
Copia Wealth Management 22
Midas Management Corp 22
Transamerica Partners Portfolios 22
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 22
Southeast Asset Advisors Inc. 22
Astoria Portfolio Advisors LLC. 22
Raiffeisen Bank International AG 22
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 22
Ballew Advisors, Inc 22
Clear Point Advisors Inc. 22
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 22
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 22
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 22
Strycker View Capital Llc 22
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 22
Cheviot Value Management, LLC 22
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 22
Latitude Advisors, LLC 22
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 22
J.P. Turner & Co Capital Mnagement, LLC 22
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 22
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 22
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 22
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 22
Osterweis Capital Management Inc 22
Fiduciary Family Office, Llc 22
VBCVX - VALIC Co I - Systematic Value Fund 22
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 22
Bayban 22
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 22
Tiaa-cref Individual & Institutional Services, Llc 22
Roxbury Financial LLC 22
Howard Wealth Management, Llc 22
ClearAlpha Technologies LP 22
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 22
Cidel Asset Management Inc 22
Quotient Wealth Partners, LLC 22
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 22
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 22
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 22
STRV - EA Series Trust - Strive 500 ETF 22
BKD Wealth Advisors, LLC 22
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 22
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 22
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 22
Fedenia Advisers LLC 22
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 22
BKM Wealth Management, LLC 22
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 22
Studio Investment Management Llc 22
AustralianSuper Pty Ltd 22
Networth Advisors, LLC 22
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 22
Isthmus Partners, Llc 22
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 22
Scoggin Management Lp 22
Fsi Group, Llc 22
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 22
Ironsides Asset Advisors, LLC 22
S&t Bank/pa 22
Dai-ichi Life Holdings, Inc. 22
Old Point Trust & Financial Services N A 22
CapWealth Advisors, LLC 22
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 22
Groupama Asset Managment 22
Fwl Investment Management, Llc 22
Mazama Capital Management Inc 22
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 22
R&F Capital Advisors LP 22
Atlas Private Wealth Management 22
Cfm Wealth Partners Llc 22
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 22
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 22
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 22
Simmons Bank 22
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 22
Shikiar Asset Management Inc 22
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 22
Garrett Wealth Advisory Group, LLC 22
Pacific Center for Financial Services 22
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 22
Traub Capital Management LLC 22
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 22
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 22
Infrastructure Capital Advisors, Llc 22
Oliver Luxxe Assets LLC 22
Mjp Associates Inc /adv 22
Capital Impact Advisors, LLC 22
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 22
Busey Wealth Management 22
Capital Wealth Alliance, LLC 22
IXG - iSHARES TRUST - iShares Global Financials ETF 22
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 22
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 22
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 22
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 22
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 22
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 22
Easterly Investment Partners Llc 22
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 22
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 22
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 22
Perkins Investment Management, LLC 22
Black Swift Group, LLC 22
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 22
Ironwood Investment Counsel, LLC 22
Trust Asset Management LLC 22
Bel Air Investment Advisors Llc 22
Unigestion Holding SA 22
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 22
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 22
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 22
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 22
Asahi Life Asset Management Co., Ltd. 22
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 22
Visionary Asset Management, Inc. 22
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 22
Cim Investment Mangement Inc 22
Lansing Street Advisors 22
SCS Capital Management LLC 22
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 22
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 22
SFY - Tidal ETF Trust - SoFi Select 500 ETF 22
Redwood Wealth Management Group, LLC 22
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 22
Crews Bank & Trust 22
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 22
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 22
Wilmington Funds Management Corp 22
Silicon Valley Capital Partners 22
Sax Wealth Advisors, Llc 22
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 22
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 22
Alliance Wealth Advisors, LLC /UT 22
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 22
Voya Global Advantage & Premium Opportunity Fund 22
Garton & Associates Financial Advisors LLC 22
Bristlecone Advisors, LLC 22
Sfmg, Llc 22
Meridian Wealth Advisors, LLC 22
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 22
North Star Asset Management Inc 22
Close Asset Management Ltd 22
Nelson Capital Management, LLC 22
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 22
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 22
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 22
Triangle Securities Wealth Management 22
United Asset Strategies, Inc. 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 22
Cornerstone Investment Partners, LLC 22
Mcdonald Partners Llc 22
Bangor Savings Bank 22
Jackson Square Capital, Llc 22
Segment Wealth Management, LLC 22
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 22
Homrich & Berg 22
Douglass Winthrop Advisors, LLC 22
West Tower Group, LLC 22
Mirador Capital Partners LP 22
Sovereign Financial Group, Inc. 22
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 22
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 22
Sankala Group LLC 22
Bp Plc 22
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 22
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 22
Lynx Investment Advisory 22
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 22
Global X Japan Co., Ltd. 22
Impax Asset Management Group plc 22
Industrial Alliance Investment Management Inc. 22
Monument Capital Management 22
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 22
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 22
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 22
LaSalle St. Investment Advisors, LLC 22
Appleton Partners Inc/ma 22
Sargent Investment Group, LLC 22
CHURCHILL MANAGEMENT Corp 22
Pinz Capital Management, LP 22
Optimize Financial Inc 22
Hartline Investment Corp/ 22
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 22
Nuveen Tax Advantaged Total Return Strategy Fund 22
Zullo Investment Group, Inc. 22
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 22
Calamos Dynamic Convertible & Income Fund 22
Krane Funds Advisors LLC 22
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 22
Daiwa Capital Markets America Inc. 22
Eaton Vance Senior Income Trust 22
Havemeyer Place LP 22
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 22
Old North State Trust, LLC 22
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 22
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 22
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 22
American Research & Management Co. 22
Fusion Family Wealth LLC 22
Whalerock Point Partners, Llc 22
Proffitt & Goodson Inc 22
Laidlaw Wealth Management LLC 22
Frontier Capital Management Co Llc 22
TCW ETF Trust - TCW Flexible Income ETF 22
Reyes Financial Architecture, Inc. 22
Wrapmanager Inc 22
Urban Wealth Management, LLC 22
Annex Advisory Services, LLC 22
Crabel Capital Management, LLC 22
Annapolis Financial Services, LLC 22
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 22
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 21
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 21
Select Equity Group, L.P. 21
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 21
Portus Wealth Advisors, LLC 21
Onefund, Llc 21
Godsey & Gibb Associates 21
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 21
Global Income Builder Portfolio - Global Income Builder Portfolio 21
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 21
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 21
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 21
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 21
Jeppson Wealth Management, Llc 21
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 21
Fortem Financial Group, Llc 21
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 21
Degroof Petercam Asset Management 21
Independent Solutions Wealth Management, LLC 21
Capital Directions Investment Advisors, LLC 21
Calamos Convertible & High Income Fund 21
Insight 2811, Inc. 21
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 21
Bravera Wealth 21
Bank Of Nova Scotia Trust Co 21
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 21
Portman Square Capital LLP 21
Cacti Asset Management Llc 21
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 21
Seawolf Capital, LLC 21
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 21
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 21
Three Corner Global Investors LP 21
Amplify ETF Trust - Amplify AI Powered Equity ETF 21
Relative Value Partners Group, LLC 21
Adams Diversified Equity Fund, Inc. 21
Campbell Multi-strategy Trust 21
Achievement Holdings L.P. 21
Merriman Wealth Management, LLC 21
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 21
1st Global Advisors, Inc. 21
Trust Point Inc. 21
Family Firm, Inc. 21
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 21
Advocate Investing Services LLC 21
Human Investing LLC 21
Czech National Bank 21
Blackrock Debt Strategies Fund, Inc. 21
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 21
Advance Capital I Inc 21
Sterneck Capital Management, LLC 21
Syntal Capital Partners, LLC 21
Tdam Usa Inc. 21
Shufro Rose & Co Llc 21
D L Carlson Investment Group Inc 21
Absolute Capital Management, LLC 21
Columbia Partners L L C Investment Management 21
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 21
Vision Retirement, LLC 21
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 21
Nikko Asset Management Americas, Inc. 21
New America High Income Fund Inc 21
Ridgeworth Funds 21
O'Dell Group, LLC 21
Clal Insurance Enterprises Holdings Ltd 21
Keystone Financial Group 21
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 21
Liontrust Investment Partners LLP 21
Encompass More Asset Management 21
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 21
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 21
Cardiff Park Advisors, Llc 21
Whalen Wealth Management Inc. 21
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 21
Cobiz Investment Management, Llc 21
Pointe Capital Management LLC 21
Resonant Capital Advisors, LLC 21
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 21
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 21
Castle Wealth Management Llc 21
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 21
Delta Lloyd Nv 21
Montecito Bank & Trust 21
Bragg Financial Advisors, Inc 21
Community Financial Services Group, LLC 21
Fairman Group, LLC 21
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 21
Gw Henssler & Associates Ltd 21
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 21
TBH Global Asset Management, LLC 21
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 21
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 21
Tranquility Partners, LLC 21
Fourth Dimension Wealth, LLC 21
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 21
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 21
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 21
Osbon Capital Management Llc 21
Calamos Convertible Opportunities & Income Fund 21
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 21
Rs Investment Management Co Llc 21
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 21
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 21
Aureus Asset Management, LLC 21
Principal Street Partners, LLC 21
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 21
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 21
Beaumont Financial Partners, LLC 21
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 21
Munder Capital Management 21
PIMCO Dynamic Income Opportunities Fund 21
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class 21
Teton Westwood Funds 21
Calamos Global Total Return Fund 21
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 21
First National Corp /ma/ /adv 21
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 21
Periscope Capital Inc. 21
Altus Wealth Group LLC 21
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 21
Odyssean, LLC 21
Bulldog Investors, LLP 21
Willingdon Wealth Management 21
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 21
River Road Asset Management, LLC 21
GFG Capital, LLC 21
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 21
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 21
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 21
NEOS Investment Management LLC 21
Li Winifred I 21
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 21
Bridgewater Advisors Inc. 21
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 21
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 21
Amica Mutual Insurance Co 21
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 21
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 21
Gluskin Sheff & Assoc Inc 21
Cutter & CO Brokerage, Inc. 21
Tri-continental Corp 21
Gilliland Jeter Wealth Management LLC 21
Tactive Advisors, LLC 21
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 21
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 21
Fiduciary Financial Group, Llc 21
Empower Advisory Group, LLC 21
Arrowgrass Capital Partners (us) Lp 21
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 21
Crawford Investment Counsel Inc 21
Zhang Financial LLC 21
Pathway Financial Advisors LLC 21
Wcm Investment Management, Llc 21
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 21
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 21
Syverson Strege & Co 21
Rocky Mountain Advisers, Llc 21
Arden Trust Co 21
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 21
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 21
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 21
Kessler Investment Group, LLC 21
Exchange Capital Management, Inc. 21
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 21
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 21
Goelzer Investment Management, Inc. 21
Brasada Capital Management, Lp 21
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 21
Investment House Llc 21
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 21
Dearborn Partners Llc 21
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 21
Longaeva Partners L.P. 21
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 21
Commonwealth Financial Services, LLC 21
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 21
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 21
Fulcrum Equity Management 21
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 21
Cedar Wealth Management, LLC 21
Foster & Motley Inc 21
Kwmg, Llc 21
Patton Albertson Miller Group, Llc 21
TrimTabs Asset Management, LLC 21
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 21
Miller Value Partners, Llc 21
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 21
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 21
WCG Wealth Advisors LLC 21
TradeLink Global Equity LLC 21
Game Plan Financial Advisors, LLC 21
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 21
Ronald Blue & Co Llc 21
Florida Financial Advisors, Llc 21
OmniStar Financial Group, Inc. 21
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 21
Bull Harbor Capital LLC 21
Gladius Capital Management LP 21
Sage Rhino Capital Llc 21
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 21
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 21
Napier Financial, LLC 21
CoreFirst Bank & Trust 21
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 21
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 21
Clough Capital Partners L P 21
Eisler Capital (UK) Ltd. 21
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 21
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 21
Walkner Condon Financial Advisors LLC 21
Columbia Funds Variable Series Trust II - CTIVP - BlackRock Global Inflation-Protected Securities Fund Class 3 21
Nicholas Hoffman & Company, LLC. 21
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 21
Linscomb & Williams, Inc. 21
Summit Wealth Group Llc / Co 21
Nkcfo Llc 21
IFC Holdings Incorporated/FL 21
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 21
David R. Rahn & Associates Inc. 21
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 21
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 21
RPg Family Wealth Advisory, LLC 21
Harfst & Associates, Inc. 21
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 21
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 21
McClarren Financial Advisors, Inc. 21
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 21
Orinda Asset Management LLC 21
Welch Group, LLC 21
Perennial Advisors, LLC 21
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 21
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 21
American Funds Insurance Series 21
Fft Wealth Management Llc 21
Berkshire Asset Management Llc/pa 21
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 21
Aft, Forsyth & Company, Inc. 20
Allianz Se 20
Ruffer LLP 20
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 20
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 20
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 20
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 20
CI Global Investments Inc. 20
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 20
Moody Lynn & Lieberson, Llc 20
Accredited Wealth Management, LLC 20
GFFIX - Gator Series Trust - Gator Financial Fund 20
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 20
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 20
Gill Capital Partners, Llc 20
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 20
Ellsworth Advisors, LLC 20
Orrstown Financial Services Inc 20
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 20
Precision Wealth Strategies, LLC 20
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 20
First Business Financial Services, Inc. 20
Affinity Investment Advisors, Llc 20
Guidance Point Advisors, LLC 20
VCCCX - VALIC Co I - Capital Conservation Fund 20
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 20
Ferris Capital, Llc 20
Avanza Fonder AB 20
E&G Advisors, LP 20
Lavaca Capital Llc 20
Eubel Brady & Suttman Asset Management Inc 20
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 20
London & Capital Asset Management Ltd 20
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 20
Emfo, Llc 20
Hoover Financial Advisors, Inc. 20
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 20
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 20
Kiwi Wealth Investments Limited Partnership 20
Mattson Financial Services, LLC 20
Cca Investments Trust 20
Windsor Capital Management, LLC 20
Lee Capital Holdings LLC 20
Lmcg Investments, Llc 20
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 20
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 20
Oxford Financial Group Ltd 20
DC Investments Management, LLC 20
Redmont Wealth Advisors Llc 20
Sterne Agee Group, Inc. 20
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 20
Aprio Wealth Management, LLC 20
Gdl Fund 20
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 20
QTR Family Wealth, LLC 20
Bank of Jackson Hole Trust 20
JDM Financial Group LLC 20
Bnp Paribas 20
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 20
Matauro, Llc 20
Whitnell & Co. 20
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 20
Capital Management Associates /ny/ 20
Betterment LLC 20
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 20
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 20
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 20
Catalyst Financial Partners Llc 20
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 20
Better Money Decisions, LLC 20
High Point Bank & Trust Co 20
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 20
Carnick & Kubik, LLC 20
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 20
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 20
Polar Capital Holdings Plc 20
SLIM - Janus Detroit Street Trust - The Obesity ETF 20
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 20
Bruderman Asset Management, LLC 20
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 20
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 20
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 20
Investors Asset Management Of Georgia Inc /ga/ /adv 20
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 20
Sumitomo Life Insurance Co 20
Motley Fool Asset Management LLC 20
Mufg Securities Americas Inc. 20
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 20
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 20
First National Bank Sioux Falls 20
Taika Capital, LP 20
Okabena Investment Services Inc 20
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 20
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 20
Islay Capital Management, Llc 20
6 Meridian 20
American Financial Group Inc 20
Legacy Capital Wealth Partners, LLC 20
Hexavest Inc. 20
Diligent Investors, LLC 20
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 20
Vestor Capital, Llc 20
Df Dent & Co Inc 20
Ford Financial Group, LLC 20
Litman Gregory Asset Management LLC 20
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 20
Concorde Asset Management, LLC 20
Sound View Wealth Advisors Group, LLC 20
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 20
Stonegate Investment Group, LLC 20
Intact Investment Management Inc. 20
Cramer Rosenthal Mcglynn Llc 20
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 20
Live Oak Private Wealth LLC 20
Dv Equities, Llc 20
Cypress Wealth Services, LLC 20
NuWave Investment Management, LLC 20
Santori & Peters, Inc. 20
Compass Wealth Management LLC 20
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 20
Vision Financial Markets Llc 20
Nuveen Preferred & Income 2022 Term Fund 20
InterOcean Capital Group, LLC 20
Banyan Partners, LLC 20
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 20
Exos Asset Management LLC 20
Mizuho Securities Usa Llc 20
Ruedi Wealth Management, Inc. 20
First Merchants Corp 20
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 20
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 20
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 20
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 20
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 20
Mascagni Wealth Management, Inc. 20
Aurora Investment Counsel 20
Pimco High Income Fund 20
Park National Corp /oh/ 20
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 20
Tcg Advisors, Lp 20
Columbus Circle Investors 20
Canada Post Corp Registered Pension Plan 20
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 20
Amica Retiree Medical Trust 20
Strategic Capital Alternatives LLC 20
Pathway Financial Advisers, LLC 20
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 20
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 20
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 20
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 20
Accent Capital Management, LLC 20
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 20
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 20
Polymer Capital Management (HK) LTD 20
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 20
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 20
STXK - EA Series Trust - Strive Small-Cap ETF 20
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 20
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 20
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 20
CT Financial Advisors LLC 20
44 Wealth Management Llc 20
FUKOKU MUTUAL LIFE INSURANCE Co 20
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 20
Monetary Management Group Inc 20
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 20
JTC Employer Solutions Trusteee Ltd 20
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 20
Partners Capital Investment Group, Llp 20
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 20
Spirepoint Private Client, Llc 20
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 20
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 20
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 20
Wharton Business Group, LLC 20
Griffin Asset Management, Inc. 20
Fermata Advisors, LLC 20
Connable Office Inc 20
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 20
Advantage Advisers Xanthus Fund, L.l.c. 20
Rs Investment Trust 20
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 20
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 20
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 20
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 20
Rainier Investment Management Llc 20
Everhart Financial Group, Inc. 20
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 20
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 20
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 20
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 20
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 20
Everpar Advisors Llc 20
National Wealth Management Group, LLC 20
New Republic Capital, LLC 20
Abacus Wealth Partners, LLC 20
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 20
Systematic Alpha Investments, LLC 20
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 20
Horizons Etf Trust I 20
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 20
Cohen & Steers Quality Income Realty Fund Inc 20
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 20
Canandaigua National Bank & Trust Co 20
Leelyn Smith, LLC 20
Spectrum Wealth Counsel, LLC 20
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 20
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 20
Taylor Hoffman Wealth Management 20
Alphadyne Asset Management, LLC 20
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 20
Roundview Capital LLC 20
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 20
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 20
Discovery Capital Management, Llc / Ct 20
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 20
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 20
Steinberg Global Asset Management 20
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 20
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 20
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 20
Frontier Investment Mgmt Co 20
PACIFIC SELECT FUND - Core Income Portfolio Class I 20
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 20
Tower Bridge Advisors 20
Smallwood Wealth Investment Management, LLC 20
Safeguard Financial, LLC 20
Alphagen Securities Llc 20
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 20
Wsfs Capital Management, Llc 20
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 20
Legacy Financial Group LLC 20
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 20
Markel Corp 20
E Fund Management (Hong Kong) Co., Ltd. 20
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 20
Gibbs Wealth Management 20
Offit Capital Advisors Llc 20
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 20
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 20
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 20
GlobalBridge, Inc. 20
Intrepid Capital Management Inc 20
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 20
Fullerton Fund Management Co Ltd 20
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 20
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 20
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 20
Kmg Fiduciary Partners, Llc 20
Psagot Value Holdings Ltd. / (Israel) 20
TIG Advisors, LLC 20
Edge Capital Group, LLC 20
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 20
Pinnacle Holdings, LLC 20
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 19
Teamwork Financial Advisors, LLC 19
Meristem Family Wealth, LLC 19
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 19
Horizon Bancorp Inc /in/ 19
Gratus Capital LLC 19
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 19
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 19
Walled Lake Planning & Wealth Management, Llc 19
Horan Capital Advisors, LLC. 19
Lowe Brockenbrough & Co Inc 19
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 19
Power Corp of Canada 19
Stancorp Investment Advisers Inc 19
Core Alternative Capital 19
Boyd Watterson Asset Management Llc/oh 19
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 19
Prio Wealth Limited Partnership 19
Greenline Wealth Management LLC 19
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 19
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 19
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 19
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 19
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 19
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 19
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 19
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 19
Westover Capital Advisors, LLC 19
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 19
Shamrock Asset Management LLC 19
Peregrine Asset Advisers, Inc. 19
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 19
McKinley Carter Wealth Services, Inc. 19
SSO - PROSHARES TRUST - ProShares Ultra S&P500 19
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 19
Chatham Capital Group, Inc. 19
Dean Investment Associates, Llc 19
VCBCX - VALIC Co I - Blue Chip Growth Fund 19
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 19
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 19
Horizon Financial Services, Llc 19
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 19
BlackRock Capital Allocation Trust 19
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 19
Journey Advisory Group, LLC 19
Capital CS Group, LLC 19
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 19
Brown Miller Wealth Management, LLC 19
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 19
Renaissance Group Llc 19
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 19
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 19
Horrell Capital Management, Inc. 19
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 19
Laurel Oak Wealth Management, Llc 19
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 19
PWS - Pacer Funds Trust - Pacer WealthShield ETF 19
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 19
Corbenic Partners LLC 19
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 19
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 19
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 19
BLPIX - Profunds - Bull Profund Investor Class 19
ULPIX - Profunds - Ultrabull Profund Investor Class 19
Dowling & Yahnke Llc 19
Coe Capital Management, LLC 19
Round Rock Advisors, LLC 19
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 19
Ikos Cif Ltd 19
Monroe Bank & Trust/mi 19
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 19
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 19
EAM Global Investors LLC 19
Legacy Wealth Asset Management, LLC 19
Hyman Charles D 19
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 19
Lgl Partners, Llc 19
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 19
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 19
Addison Capital Co 19
Purpose Unlimited Inc. 19
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 19
Parsec Financial Management, Inc. 19
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 19
AGUAX - AMERICAN BEACON FUNDS - American Beacon Frontier Markets Income Fund A Class 19
Rampart Investment Management Company, LLC 19
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 19
SOL Capital Management CO 19
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 19
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 19
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 19
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 19
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 19
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 19
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 19
Capital Group Private Client Services, Inc. 19
Lebenthal Asset Management, LLC 19
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 19
Glovista Investments LLC 19
Private Bank & Trust Co 19
SmartHarvest Portfolios, LLC 19
Perfromance Wealth Partners, LLC 19
Caerus Investment Advisors, LLC 19
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 19
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 19
Joseph Group Capital Management 19
Coronation Fund Managers Ltd. 19
Private Capital Advisors, Inc. 19
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 19
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 19
True North Advisors, LLC 19
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 19
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 19
First Commonwealth Financial Corp /pa/ 19
Guidant Wealth Advisors 19
HMS Capital Management, LLC 19
Gordian Capital Singapore Pte Ltd 19
RE Dickinson Investment Advisors, LLC 19
Thrive Wealth Management, LLC 19
Profunds - Profund Vp Ultrabull 19
Profunds - Profund Vp Bull 19
Gould Capital, LLC 19
Radnor Capital Management, LLC 19
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 19
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 19
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 19
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 19
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 19
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 19
Meramec Financial Planners, LLC 19
Nuveen Variable Rate Preferred & Income Fund 19
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 19
Flaharty Asset Management, LLC 19
Axiom International Investors Llc /de 19
My Legacy Advisors, LLC 19
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 19
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 19
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 19
Cypress Capital Group 19
Genesis Wealth Advisors, LLC 19
Aua Capital Management, Llc 19
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 19
Crescent Grove Advisors, LLC 19
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 19
Invesco Actively Managed Exchange-Traded Commodity Fund Trust - Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF 19
Triasima Portfolio Management inc. 19
Corrado Advisors, Llc 19
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 19
PIMCO FUNDS - PIMCO Short-Term Portfolio 19
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 19
Brewin Dolphin Wealth Management Ltd 19
MD Financial Management Inc. 19
Balboa Wealth Partners 19
ASB Consultores, LLC 19
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 19
Jackson Wealth Management, LLC 19
Beach Investment Counsel Inc/pa 19
B.O.S.S. Retirement Advisors, LLC 19
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 19
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 19
Aspen Grove Capital, LLC 19
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 19
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 19
Kula Investments, LLC 19
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 19
Seizert Capital Partners, Llc 19
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 19
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 19
Acrisure Capital Management, LLC 19
Chesley Taft & Associates LLC 19
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 19
RVRB - ADVISORS SERIES TRUST - Reverb ETF 19
Channing Capital Management, LLC 19
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 19
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 19
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 19
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 19
Securian Funds Trust - SFT Core Bond Fund Class 1 19
Balasa Dinverno & Foltz Llc 19
Consolidated Portfolio Review Corp 19
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 19
Titleist Asset Management, Llc 19
Condor Capital Management 19
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 19
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 19
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 19
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 19
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 19
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 19
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 19
Jag Capital Management, Llc 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 19
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 19
Cohen & Steers Total Return Realty Fund Inc 19
Franklin Templeton ETF Trust - Western Asset Bond ETF 19
PFS Partners, LLC 19
Moss Adams Wealth Advisors LLC 19
Tritonpoint Wealth, Llc 19
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 19
Indivisible Partners 19
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 19
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 19
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 19
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 19
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 19
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 19
Baillie Gifford & Co 19
Sanibel Captiva Trust Company, Inc. 19
Burgundy Asset Management Ltd. 19
waypoint wealth counsel 19
Brand Asset Management Group, Inc. 19
Royce Micro-cap Trust, Inc /md/ 19
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 19
M&G Plc 19
Mowery & Schoenfeld Wealth Management, LLC 19
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 19
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 19
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 19
Wealthgarden F.s. Llc 19
Eaton Vance Floating-rate Income Plus Fund 19
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 19
Tcfg Wealth Management, Llc 19
Coatue Management Llc 19
Manatuck Hill Partners, LLC 19
Owl Creek Asset Management, L.P. 19
Western Asset Global High Income Fund Inc. 19
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 19
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 19
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 19
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 19
LFA - Lugano Financial Advisors SA 19
Lucia Wealth Services, Llc 19
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 19
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 19
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 19
Redwood Park Advisors LLC 19
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 19
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 19
Clough Global Dividend & Income Fund 19
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 19
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 19
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 19
Prospector Partners Llc 19
Novem Group 19
Rs Variable Products Trust 19
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 19
Leap Investments Lp 19
Beacon Harbor Wealth Advisors, Inc. 19
Thor Advisors, Llc 19
WealthStone, Inc. 19
Shaolin Capital Management LLC 19
Ag2r La Mondiale Gestion D'actifs 19
Maseco Llp 19
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 19
Clarfeld Financial Advisors, Llc 19
Acap Strategic Fund 19
MorganRosel Wealth Management, LLC 19
Islet Management, LP 19
Qvr Llc 19
Pfs Investments Inc. 19
Aries Wealth Management 19
Hc Financial Advisors Inc 19
Silvant Capital Management LLC 19
Cedar Brook Financial Partners, LLC 19
Howard Capital Management Inc. 19
HAP Trading, LLC 19
Stock Yards Bank & Trust Co 19
Deseret Mutual Benefit Administrators 19
Blueprint Investment Partners LLC 19
Tobam 19
MANA Advisors LLC 19
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 19
Ovata Capital Management Ltd 19
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 18
Allegheny Financial Group LTD 18
Reby Advisors, LLC 18
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 18
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 18
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 18
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 18
Fort Sheridan Advisors Llc 18
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 18
Armistice Capital, Llc 18
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 18
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 18
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 18
Ibex Investors LLC 18
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 18
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 18
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 18
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 18
Gargoyle Investment Advisor L.L.C. 18
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 18
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 18
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 18
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 18
Barnes Dennig Private Wealth Management LLC 18
SVPIX - Profunds - Small-cap Value Profund Investor Class 18
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 18
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 18
LVPIX - Profunds - Large-cap Value Profund Investor Class 18
Blackhawk Capital Partners LLC. 18
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 18
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 18
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 18
Profunds - Profund Vp Large-cap Value 18
Profunds - Profund Vp Small-cap Value 18
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 18
F&C Asset Management plc 18
PrairieView Partners, LLC 18
MML Series Investment Fund II - MML Equity Fund Initial Class 18
Fortress Investment Group LLC 18
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 18
Matrix Private Capital Group Llc 18
Stanford Investment Group, Inc. 18
MBL Wealth, LLC 18
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 18
Gierl Augustine Investment Management Inc 18
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 18
Peoples Financial Services Corp. 18
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 18
Blackrock Allocation Target Shares - Bats Series A 18
Castellan Group, LLC 18
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 18
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 18
Ceredex Value Advisors LLC 18
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 18
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 18
Pensionfund DSM Netherlands 18
Freedman Financial Associates, Inc. 18
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 18
America First Investment Advisors, LLC 18
Aspen Investment Management Inc 18
Nadler Financial Group, Inc. 18
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 18
Tacita Capital Inc 18
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 18
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 18
Colonial River Wealth Management, LLC 18
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 18
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 18
Stokes Family Office, LLC 18
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 18
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 18
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 18
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 18
Danda Trouve Investment Management, Inc. 18
Summit Financial Wealth Advisors, LLC 18
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 18
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 18
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 18
TCF National Bank 18
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 18
Ameliora Wealth Management Ltd. 18
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 18
Jabre Capital Partners S.A. 18
Bard Financial Services, Inc. 18
Ramirez Asset Management, Inc. 18
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 18
Private Wealth Advisors, LLC 18
Glg Inc. 18
Ignite Planners, LLC 18
Spdr S&p 500 Etf Trust 18
Alta Advisers Ltd 18
Searle & Co. 18
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 18
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 18
Goodman Advisory Group, LLC 18
Sentinel Trust Co Lba 18
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 18
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 18
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 18
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 18
NOSIX - Northern Funds - Northern Stock Index Fund 18
PFA Pension, Forsikringsaktieselskab 18
DSC Advisors, L.P. 18
Spinnaker Trust 18
Koss-Olinger Consulting, LLC 18
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 18
Nfj Investment Group, Llc 18
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 18
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 18
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 18
Regency Capital Management Inc.\DE 18
Richard C. Young & CO., LTD. 18
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 18
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 18
Exxonmobil Investment Management Inc /tx 18
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 18
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 18
HDV - iSHARES TRUST - iShares Core High Dividend ETF 18
Railway Pension Investments Ltd 18
Beverly Hills Private Wealth, LLC 18
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 18
TIMOTHY PLAN - Timothy Strategic Variable 18
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 18
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 18
Northeast Financial Consultants Inc 18
Sharkey, Howes & Javer 18
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 18
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 18
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 18
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 18
Fairview Capital Investment Management, Llc 18
First United Bank Trust/ 18
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 18
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 18
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 18
STFGX - Advisers Investment Trust - State Farm Growth Fund 18
Cetera Trust Company, N.A 18
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 18
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 18
McMillan Office, Inc. 18
Acumen Wealth Advisors, LLC 18
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 18
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 18
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 18
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 18
Scout Investments, Inc. 18
Rivernorth Opportunities Fund, Inc. 18
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 18
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 18
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 18
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 18
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 18
SlateStone Wealth, LLC 18
Cleararc Capital Inc 18
Bryce Point Capital, LLC 18
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 18
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 18
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 18
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 18
1st Source Bank 18
Estate Planners Group, LLC 18
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 18
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 18
Pimco Global Stocksplus & Income Fund 18
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 18
Verity & Verity, LLC 18
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 18
SPC Financial, Inc. 18
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 18
Courier Capital Llc 18
Roberts Glore & Co Inc /il/ 18
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 18
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 18
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 18
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 18
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 18
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 18
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 18
Genesee Capital Advisors, LLC 18
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 18
Wellspring Financial Advisors, LLC 18
Virtus Global Multi-sector Income Fund 18
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 18
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio II 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 18
Klingenstein Fields & Co Lp 18
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 18
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 18
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 18
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 18
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 18
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 18
Pictet & Cie (Europe) SA 18
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 18
JIHDX - John Hancock Funds II - High Yield Fund Class 1 18
InterOcean Capital, LLC 18
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 18
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 18
Embree Financial Group 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 18
Biltmore Family Office, LLC 18
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 18
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 18
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 18
Ballast Advisors Llc 18
3 Factor Indexing, Llc 18
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 18
PartnerRe Asset Management CORP 18
VSTIX - VALIC Co I - Stock Index Fund 18
Dividend & Income Fund 18
Saba Capital Management, L.P. 18
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 18
Kingdon Capital Management, L.l.c. 18
Garner Asset Management Corp 18
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 18
Seeds Investor Llc 18
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 18
Fernwood Investment Management, LLC 18
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 18
Volterra Technologies LP 18
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 18
Legacy Capital Group California, Inc. 18
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 18
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 18
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 18
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 18
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 18
OTA Financial Group L.P. 18
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 18
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 18
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 18
Dimension Capital Management Llc 18
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 18
Miles Capital, Inc. 18
Westend Capital Management LLC 18
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 18
BIP Wealth, LLC 18
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 18
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 18
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 18
Claudia M.p. Batlle, Crp (r) Llc 18
Securian Funds Trust - SFT Index 500 Fund Class 1 18
IMS Capital Management 18
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 18
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 18
PACIFIC SELECT FUND - Equity Index Portfolio Class I 18
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 18
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 18
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 18
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 18
Southern Michigan Bank & Trust 18
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 18
Virginia Retirement System 18
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 18
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 18
Cypress Capital, LLC 18
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 18
Investment Research & Advisory Group, Inc. 18
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 18
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 18
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 18
Evelyn Partners Investment Management LLP 18
Detwiler Fenton Investment Management LLC 18
Quilter Plc 18
UNIVEST FINANCIAL Corp 18
Johnson Midwest Financial, LLC 18
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 18
Corsair Capital Management, L.p. 18
Signition Lp 18
Acima Private Wealth, Llc 18
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 18
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 18
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 18
Knightsbridge Asset Management, Llc 18
PENN SERIES FUNDS INC - Index 500 Fund 18
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 18
Marshall Financial Group LLC 18
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 18
Lake Street Financial Llc 18
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 18
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 18
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 18
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 18
FLP Wealth Management, LLC 18
Personal Capital Advisors Corp 18
Tributary Capital Management, LLC 18
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 18
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 18
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 18
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 18
Charter Trust Co 18
Options Solutions, Llc 18
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 18
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 18
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 18
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 18
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 18
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 18
Phoenix Wealth Advisors 18
ULTRA SERIES FUND - Diversified Income Fund Class I 18
Howland Capital Management Llc 18
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 18
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 18
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 18
Symmetry Investments LP 18
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 17
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 17
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 17
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 17
Buck Wealth Strategies, LLC 17
Harvest Management Llc 17
Financial Synergies Wealth Advisors, Inc. 17
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 17
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 17
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 17
RSBT - Tidal Trust II - Return Stacked(TM) Bonds & Managed Futures ETF 17
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 17
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 17
Budros, Ruhlin & Roe, Inc. 17
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 17
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 17
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 17
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 17
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 17
Fairway Wealth LLC 17
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 17
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 17
Nuveen Multi-market Income Fund 17
Anchyra Partners Llc 17
Cornerstone Advisors Inc 17
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 17
Grey Street Capital, LLC 17
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 17
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 17
Roman Butler Fullerton & Co 17
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 17
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 17
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 17
Lloyds Banking Group plc 17
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 17
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 17
TruNorth Capital Management, LLC 17
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 17
Todd Asset Management Llc 17
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 17
West Chester Capital Advisors, Inc 17
Financial Freedom, LLC 17
SPX Equities Gestao de Recursos Ltda 17
Quantitative Advantage, LLC 17
Garden State Investment Advisory Services LLC 17
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 17
Bell Bank 17
Cobblestone Capital Advisors Llc /ny/ 17
Milestone Asset Management, Llc 17
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 17
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 17
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 17
Beck Capital Management, Llc 17
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 17
Context Capital Management, LLC 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 17
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 17
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 17
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 17
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 17
Stansberry Asset Management, Llc 17
Aviso Financial Inc. 17
Holistic Financial Partners 17
Reinhart Partners, Inc. 17
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 17
Optas, LLC 17
EHLS - Tidal Trust II - Even Herd Long Short ETF 17
Dialectic Capital Management, Lp 17
Northeast Investment Management 17
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 17
Princeton Capital Management Llc 17
Texas Capital Bancshares Inc/tx 17
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 17
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 17
Acropolis Investment Management, LLC 17
Landaas & Co /wi /adv 17
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 17
EdgeRock Capital LLC 17
Iberiabank Corp 17
Chelsea Counsel Co 17
BFIX - Build Funds Trust - Build Bond Innovation ETF 17
Hutchens & Kramer Investment Management Group, LLC 17
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 17
Horizon Investment Services, LLC 17
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 17
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 17
Spirit Of America Management Corp/ny 17
Aristides Capital LLC 17
Heritage Trust Co 17
Investmark Advisory Group LLC 17
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 17
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 17
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 17
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 17
Guardian Capital Lp 17
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 17
Veracity Capital LLC 17
Karlinski Andrew C 17
Stephenson National Bank & Trust 17
Oddo Bhf Asset Management Sas 17
Aris Wealth Services, Inc. 17
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 17
AlphaCentric Advisors LLC 17
Maryland Capital Management 17
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 17
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 17
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 17
Mystic Asset Management, Inc. 17
Raffles Associates Lp 17
Hager Investment Management Services, Llc 17
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 17
O'ROURKE & COMPANY, Inc 17
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 17
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 17
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 17
Comprehensive Financial Planning, Inc./PA 17
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 17
Uniplan Investment Counsel, Inc. 17
Norway Savings Bank 17
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 17
Asset Planning Services, Ltd. 17
Viking Global Investors Lp 17
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 17
SFG Wealth Management, LLC. 17
Eschler Asset Management LLP 17
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 17
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 17
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 17
BankPlus Trust Department 17
Eaton Vance Short Duration Diversified Income Fund 17
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 17
Covenant Multifamily Offices, LLC 17
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 17
Promus Capital, LLC 17
Impact Capital Partners LLC 17
one8zero8, LLC 17
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 17
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 17
Pflug Koory, LLC 17
Ntv Asset Management Llc 17
Columbia Wanger Asset Management Llc 17
Teton Advisors, Inc. 17
Gilman Hill Asset Management, LLC 17
Risk Paradigm Group, LLC 17
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 17
Green Arrow Capital Management Llc 17
VSM Wealth Advisory, LLC 17
Clear Investment Research, Llc 17
Decade Capital Management Llc 17
Oppenheimer Equity Income Fund 17
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 17
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 17
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 17
Fulton Breakefield Broenniman Llc 17
Deltec Asset Management Llc 17
Badgley Phelps Wealth Managers, LLC 17
Guardian Partners Inc. 17
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 17
Pentwater Capital Management LP 17
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 17
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 17
Payden & Rygel 17
Richards, Merrill & Peterson, Inc. 17
LMR Master Fund Ltd 17
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 17
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 17
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 17
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 17
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 17
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 17
Intesa Sanpaolo Wealth Management 17
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 17
Oasis Advisors, LLC 17
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 17
PNC Managed Account Solutions, Inc. 17
Summit Partners Public Asset Management, Llc 17
Iron Financial, LLC 17
Marvin & Palmer Associates Inc 17
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 17
SkyOak Wealth, LLC 17
Fiduciary Group LLC 17
Honeywell International Inc 17
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 17
Sageworth Trust Co of South Dakota 17
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 17
Investor's Fiduciary Advisor Network, LLC 17
CSM Advisors, LLC 17
CMBS - iSHARES TRUST - iShares CMBS ETF 17
TD Securities (USA) LLC 17
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 17
O'Neil Global Advisors, Inc. 17
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 17
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 17
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 17
Groupe la Francaise 17
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 17
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 17
Opera Trading Capital 17
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 17
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 17
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 17
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 17
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 17
WT Wealth Management 17
Hcim Trust 17
Tru Independence Asset Management 2, Llc 17
Woodley Farra Manion Portfolio Management Inc 17
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 17
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 17
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 17
1ws Credit Income Fund 17
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 17
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 17
BTG Pactual Global Asset Management Ltd 17
Standard Family Office LLC 17
Onyx Bridge Wealth Group LLC 17
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 17
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 17
Legend Financial Advisors, Inc. 17
Oxler Private Wealth LLC 17
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 17
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 17
Curated Wealth Partners LLC 17
Dymon Asia Capital (singapore) Pte. Ltd. 17
Field & Main Bank 17
Turner Funds 17
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 17
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 17
Reflection Asset Management 17
Modus Advisors, LLC 17
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 17
ShoreHaven Wealth Partners, LLC 17
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 17
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 17
Shanda Payment Holdings Ltd. 17
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 17
W.G. Shaheen & Associates DBA Whitney & Co 17
Altium Wealth Management LLC 17
Ransom Advisory, Ltd 17
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 17
RVW Wealth, LLC 17
San Luis Wealth Advisors LLC 17
DCM Advisors, LLC 17
Granite Investment Partners, LLC 17
Heartland Advisors Inc 17
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 17
Aegon Asset Management Uk Plc 17
Vanguard Morgan Growth Fund 17
Mine & Arao Wealth Creation & Management, LLC. 17
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 17
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 17
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 17
Oxinas Partners Wealth Management LLC 17
Evelyn Partners Investment Management Services Ltd 17
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 17
Kohlberg Kravis Roberts & Co. L.P. 17
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 17
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 17
Chiron Capital Management, Llc 17
Bnc Wealth Management, Llc 17
Bft Financial Group, Llc 17
Integre Asset Management, LLC 17
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 17
Exit Wealth Advisors, LLC. 17
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 17
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 17
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 17
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 17
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 17
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 17
Howard Financial Services, Ltd. 17
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 17
Northern Right Capital Management, L.P. 17
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 17
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 17
Kendall Capital Management 17
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 17
SignalPoint Asset Management, LLC 17
New Harbor Financial Group, LLC 17
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 17
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 17
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 17
AMCPX - AMCAP FUND - AMCAP FUND Class A 17
Stamos Capital Partners, L.p. 17
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 17
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 17
Rossmore Private Capital 17
Farallon Capital Management Llc 17
Weil Company, Inc. 17
Burleson & Company, LLC 17
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 17
Signature Wealth Management Group 17
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 17
Heritage Investors Management Corp 17
Apexium Financial, Lp 17
Sabal Trust CO 17
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 17
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 17
Filbrandt Wealth Management, LLC 17
QUANTRES ASSET MANAGEMENT Ltd 17
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 17
B & T Capital Management DBA Alpha Capital Management 17
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 17
Elmwood Wealth Management, Inc. 17
Coastal Capital Group, Inc. 17
PPM Funds - PPM High Yield Core Fund (Inst) 17
Mid Continent Capital Llc/il 17
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 17
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 17
River Wealth Advisors LLC 17
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 17
Grandview Asset Management LLC 17
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 17
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 17
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 17
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 17
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 17
Hara Capital LLC 17
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 17
Bulltick Wealth Management, LLC 17
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 17
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 17
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 17
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 17
Sierra Summit Advisors Llc 17
Premier Path Wealth Partners, LLC 17
Alphasimplex Group, Llc 17
Estate Counselors, LLC 16
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 16
City Of London Investment Management Co Ltd 16
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 16
Proathlete Wealth Management Llc 16
Cadent Capital Advisors, LLC 16
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 16
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 16
Fma Advisory Inc 16
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 16
Jackson Hole Capital Partners, LLC 16
Baldwin Investment Management, LLC 16
Davidson Capital Management Inc. 16
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 16
Prostatis Group LLC 16
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 16
Relyea Zuckerberg Hanson LLC 16
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 16
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 16
West Michigan Advisors, Llc 16
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 16
Autumn Glory Partners, LLC 16
First Community Trust Na 16
Oder Investment Management, LLC 16
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 16
Cvi Holdings, Llc 16
Kayne Anderson Capital Advisors Lp 16
Eagle Rock Investment Company, Llc 16
Carillon Tower Advisers, Inc. 16
PlanVest Financial, Inc 16
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 16
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 16
MBEQX - M FUND INC - M International Equity Fund 16
Lumature Wealth Partners, LLC 16
Sugar Maple Asset Management, LLC 16
Palladiem, Llc 16
Leverage Partners Absolute Return Fund SPC 16
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 16
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 16
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 16
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 16
Financial Advisors Network, Inc. 16
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 16
Snow Capital Management Lp 16
Cowa, Llc 16
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 16
Perella Weinberg Partners Capital Management LP 16
Armbruster Capital Management, Inc. 16
CrestPoint Capital Management, LLC 16
HighTower Trust Services, LTA 16
Lyell Wealth Management, Lp 16
Core Wealth Advisors, Inc. 16
West Financial Advisors, LLC 16
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 16
Authentikos Wealth Advisory, LLC 16
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 16
Capital International Ltd /ca/ 16
Financial Advisory Service, Inc. 16
TriaGen Wealth Management LLC 16
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 16
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 16
Vertex One Asset Management Inc. 16
Novare Capital Management Llc 16
Absolute Gestao de Investimentos Ltda. 16
Glassy Mountain Advisors, Inc. 16
MADDEN SECURITIES Corp 16
Accredited Investors Inc. 16
Uhlmann Price Securities, Llc 16
CGC Financial Services, LLC 16
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 16
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 16
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 16
Marcum Wealth, LLC 16
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 16
Handelsinvest Investeringsforvaltning 16
RB Capital Management, LLC 16
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 16
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 16
ENDW - EA Series Trust - Cambria Endowment Style ETF 16
GQG Partners LLC 16
Crescent Capital Consulting, LLC 16
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 16
Halpern Financial, Inc. 16
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 16
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 16
Biltmore Capital Advisors LLC 16
Nicholas Company, Inc. 16
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 16
Traphagen Investment Advisors Llc 16
Callan Capital, LLC 16
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 16
Pax World Management Llc 16
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 16
AIEQ - ETF Managers Trust - AI Powered Equity ETF 16
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 16
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 16
Burk Holdings LLC 16
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 16
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 16
Quent Long Short Global Small Cap Fund, LP 16
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 16
Braun Stacey Associates Inc 16
Prosperity Bancshares Inc 16
Allianzgi Diversified Income & Convertible Fund 16
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 16
Boston Provident, L.p. 16
Bard Associates Inc 16
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 16
Keeley-Teton Advisors, LLC 16
KIFAX - Forward Funds - Salient Select Income Fund Class A 16
Blue Sky Asset Management, LLC 16
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 16
PARK CIRCLE Co 16
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 16
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 16
New Amsterdam Partners Llc/ny 16
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 16
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 16
L.m. Kohn & Company 16
Senator Investment Group LP 16
Valentine Capital Asset Management, Inc. 16
Kellner Capital, LLC 16
Delaware Vip Trust - Delaware Vip Value Series Standard Class 16
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 16
Canal Capital Management, LLC 16
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 16
Element Wealth, LLC 16
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 16
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 16
Callodine Capital Management, LP 16
Capital Financial Planning, LLC 16
Focus Financial Network Inc /adv 16
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 16
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 16
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 16
Serengeti Asset Management LP 16
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 16
Carret Asset Management, Llc 16
Plan Group Financial, LLC 16
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 16
Revisor Wealth Management LLC 16
Smith, Salley & Associates 16
Turim 21 Investimentos Ltda. 16
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 16
Outlook Wealth Advisors, LLC 16
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 16
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 16
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 16
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 16
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 16
AIA Investment Management Private Ltd 16
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 16
D.B. Root & Company, LLC 16
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 16
Beirne Wealth Consulting Services, LLC 16
Zwj Investment Counsel Inc 16
Piermont Capital Management LLC 16
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 16
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 16
Pettinga Financial Advisors, LLC 16
Harris Associates L P 16
Timber Creek Capital Management LLC 16
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 16
RBB FUND, INC. - Adara Smaller Companies Fund 16
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 16
Icc Capital Management Inc/ 16
McElhenny Sheffield Capital Management, LLC 16
MBE Wealth Management, LLC 16
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 16
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 16
Vigilare Wealth Management 16
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 16
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 16
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 16
Fortis Capital Management LLC 16
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 16
Ray Gerald L & Associates Ltd 16
Diversified Management Inc 16
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 16
Karpus Management, Inc. 16
Guyasuta Investment Advisors Inc 16
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 16
Walter & Keenan Financial Consulting Co /mi/ /adv 16
Nearwater Capital Markets, Ltd 16
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 16
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 16
AssuredPartners Investment Advisors, LLC 16
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 16
Massar Capital Management, LP 16
Runnymede Capital Advisors, Inc. 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 16
Walser Wealth Management Company, A Ltd Liability Co 16
Brown Financial Advisors 16
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 16
JB Capital LLC 16
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 16
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 16
JNL SERIES TRUST - JNL/Morningstar PitchBook Listed Private Equity Index Fund (A) 16
AUERX - Unified Series Trust - Auer Growth Fund 16
Quantessence Capital LLC 16
Woodard & Co Asset Management Group Inc /adv 16
Bluestein R H & Co 16
P Schoenfeld Asset Management Lp 16
ASTMX - Northern Lights Fund Trust - Astor Macro Alternative Fund Class A Shares 16
Unique Wealth Strategies, LLC 16
Royce Global Value Trust, Inc. 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 16
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 16
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 16
Invesco High Income Trust Ii 16
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 16
Clough Global Opportunities Fund 16
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 16
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 16
Austin Private Wealth, LLC 16
Avitas Wealth Management LLC 16
McGuire Investment Group, LLC 16
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 16
Miller Howard Investments Inc /ny 16
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 16
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 16
Atlantic Private Wealth, LLC 16
Cohen & Steers Global Income Builder, Inc 16
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 16
Financial Advantage, Inc. 16
Clarity Financial LLC 16
VEGN - ETF Series Solutions - US Vegan Climate ETF 16
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 16
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 16
Guardian Investor Services Llc 16
Naples Money Management LLC 16
Gries Financial Llc 16
Underlying Funds Trust 16
Dodge & Cox 16
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 16
Texas Capital Bank Wealth Management Services Inc 16
New England Capital Financial Advisors LLC 16
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 16
First National Bank of South Miami 16
Commonwealth Retirement Investments LLC 16
Premier Asset Management Llc 16
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 16
Equitec Specialists, Llc 16
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 16
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 16
Wealth Alliance Advisory Group, LLC 16
Atala Financial Inc 16
Facet Wealth, Inc. 16
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 16
Ascent Wealth Partners, LLC 16
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 16
Ilmarinen Mutual Pension Insurance Co 16
10Elms LLP 16
Entrust Financial Llc 16
Bear Mountain Capital, Inc. 16
Legg Mason Investment Counsel & Trust Co., N.A. 16
Revolve Wealth Partners, LLC 16
TrinityPoint Wealth, LLC 16
Smart Money Group LLC 16
Clare Market Investments LLC 16
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 16
Jackson Thornton Asset Management, Llc 16
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 16
Dynamic Capital Management Ltd 16
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 16
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 16
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 16
Baron Silver Stevens Financial Advisors, Llc 16
Cornerstone Advisors, LLC 16
Per Stirling Capital Management, LLC. 16
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 16
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 16
Pitcairn Wealth Advisors LLC 16
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 16
NJ State Employees Deferred Compensation Plan 16
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 16
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 16
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 16
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 16
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 16
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 16
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 16
SNS Financial Group, LLC 16
Chemistry Wealth Management LLC 16
Cubic Asset Management, LLC 16
Edmond de Rothschild (Europe) 16
Sullivan, Bruyette, Speros & Blaney, LLC 16
Delphi Private Advisors LLC 16
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 16
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 16
Optimal Asset Management, Inc. 16
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 16
Fosun International Ltd 16
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 16
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 16
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 16
Waterfront Wealth Inc. 16
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 16
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 16
Maripau Wealth Management Llc 16
State of New Jersey Common Pension Fund A 16
Financial Connections Group, Inc. 16
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 16
Norris Perne & French Llp/mi 16
Edmond De Rothschild (suisse) S.a. 16
Profunds - Profund Vp Ultramid-cap 16
Profunds - Profund Vp Large-cap Growth 16
MDPIX - Profunds - Mid-cap Profund Investor Class 16
LGPIX - Profunds - Large-cap Growth Profund Investor Class 16
Accordant Advisory Group Inc 16
PUREfi Wealth, LLC 16
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 16
SGPIX - Profunds - Small-cap Growth Profund Investor Class 16
Powell Investment Advisors, LLC 16
Delphia (USA) Inc. 16
UMPIX - Profunds - Ultramid-cap Profund Investor Class 16
Mission Creek Capital Partners, Inc. 16
STXM - EA Series Trust - Strive Mid-Cap ETF 16
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 16
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 16
Loews Corp 16
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 16
West Bancorporation Inc 16
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 16
Hamilton Wealth, LLC 16
Chesapeake Wealth Management 16
Davidson Kempner Capital Management Lp 16
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 15
B. Riley Financial, Inc. 15
Temasek Holdings (Private) Ltd 15
Zazove Associates Llc 15
York Capital Management Global Advisors, LLC 15
Quest Investment Management Llc 15
Barr E S & Co 15
Compton Capital Management Inc /ri 15
Foster Dykema Cabot & Co Inc/ma 15
Cupps Capital Management, LLC 15
Apex Capital Management 15
Diamond Hill Capital Management Inc 15
Everett Harris & Co /ca/ 15
Madison Investment Holdings Inc 15
Vaughan David Investments Inc/il 15
Markston International Llc 15
Opus Capital Group, LLC 15
Tealwood Asset Management Inc 15
Emory University 15
Schwartz Investment Counsel Inc 15
Investment Partners, Ltd. 15
Patten & Patten Inc/tn 15
Usa Mutuals Advisors, Inc. 15
EULAV Asset Management 15
Thomas White International Ltd 15
Beech Hill Advisors, Inc. 15
Mork Capital Management, LLC 15
Inspirion Wealth Advisors, Llc 15
New Jersey Better Educational Savings Trust 15
Ashfield Capital Partners, LLC 15
Pinnacle Advisory Group, Inc. 15
Lebenthal Holdings,LLC 15
Northpointe Capital Llc 15
Botty Investors LLC 15
High Pointe Capital Management Llc 15
Fragasso Group Inc. 15
Osborne Partners Capital Management, Llc 15
New Century Advisors, LLC 15
Mountain Lake Investment Management LLC 15
Anchor Capital Advisors Llc 15
Becker Capital Management Inc 15
Fort Pitt Capital Group, Llc 15
RiverPark Advisors, LLC 15
Jolley Asset Management, LLC 15
Farmers Trust Co 15
Strategic Advisors LLC 15
Cim, Llc 15
Abner Herrman & Brock Llc 15
Cohen Capital Management, Inc. 15
Franklin Street Advisors Inc /nc 15
Iowa State Bank 15
Cullinan Associates Inc 15
Bouchey Financial Group Ltd 15
CHICAGO TRUST Co NA 15
Gyroscope Capital Management Group, Llc 15
Jacobus Wealth Management, Inc. 15
First American Trust, Fsb 15
Liberty Capital Management, Inc. 15
Piershale Financial Group, Inc. 15
AlphaOne Investment Services, LLC 15
Harvard Management Co Inc 15
East Coast Asset Management, LLC. 15
Hunter Associates Investment Management Llc 15
Chicago Capital Management, LLC 15
RENN Fund, Inc. 15
Matisse Capital 15
Cardan Capital Partners, LLC 15
Warberg Asset Management LLC 15
Plancorp, LLC 15
ACK Asset Management LLC 15
Permanens Capital L.P. 15
Park Avenue Institutional Advisers LLC 15
Mandatum Life Insurance Co Ltd 15
Berkeley Capital Partners, LLC 15
Mark Asset Management Lp 15
Nuveen Fund Advisors, LLC 15
Formula Growth Ltd 15
Peregrine Capital Management Llc 15
Connecticut Wealth Management, LLC 15
Pier 88 Investment Partners Llc 15
BigSur Wealth Management LLC 15
Barber Financial Group, Inc. 15
DLD Asset Management, LP 15
Sustainable Insight Capital Management, LLC 15
Sumitomo Mitsui Financial Group, Inc. 15
Engle Capital Management, L.P. 15
Shepherd Financial Partners LLC 15
Bridgeworth, LLC 15
CFO4Life Group, LLC 15
Summit X, LLC 15
Pinnacle Family Advisors, LLC 15
Townsend & Associates, Inc 15
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 15
Columbus Macro, LLC 15
Voya Senior Income Fund 15
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 15
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 15
Nuveen Global High Income Fund 15
Nuveen S&p 500 Buywrite Income Fund 15
SRTTX - SMA RELATIONSHIP TRUST - Series T 15
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 15
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 15
Cohen & Steers Closed-end Opportunity Fund, Inc. 15
Himco Variable Insurance Trust 15
Cornerstone Strategic Value Fund Inc 15
Foxby Corp. 15
Prudential Short Duration High Yield Fund, Inc. 15
Lmp Capital & Income Fund Inc. 15
John Hancock Premium Dividend Fund 15
Dfa Investment Trust Co - The U.s. Large Cap Value Series 15
Advent Claymore Convertible Securities & Income Fund 15
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 15
American Independence Funds Trust 15
Wells Fargo Income Opportunities Fund 15
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 15
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 15
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 15
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 15
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 15
Western Asset High Income Opportunity Fund Inc. 15
Nuveen Flexible Investment Income Fund 15
Capstone Series Fund Inc 15
Manning & Napier Group, LLC 15
Smh Capital Advisors Inc 15
Castle Rock Wealth Management, LLC 15
X-Square Capital, LLC 15
Oak Grove Capital LLC 15
Beryl Capital Management LLC 15
Varma Mutual Pension Insurance Co 15
Blackstone / Gso Floating Rate Enhanced Income Fund 15
Blackrock Multi-sector Opportunities Trust 15
Portfolio Strategies, Inc. 15
Eukles Asset Management 15
Element Pointe Advisors, Llc 15
Strategic Investment Advisors / MI 15
Windsor Creek Advisors, Llc 15
Private Portfolio Partners Llc 15
Little House Capital Llc 15
Abundance Wealth Counselors 15
Covenant Partners, LLC 15
Financial Insights, Inc. 15
Means Investment Co., Inc. 15
Keudell/Morrison Wealth Management 15
Gunderson Capital Management Inc. 15
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 15
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 15
VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares 15
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 15
NOMIX - Northern Funds - Northern Mid Cap Index Fund 15
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 15
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 15
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 15
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 15
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 15
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 15
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F 15
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 15
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 15
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 15
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 15
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 15
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 15
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 15
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 15
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 15
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 15
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 15
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 15
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 15
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2 15
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2 15
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2 15
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 15
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 15
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 15
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 15
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 15
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative 15
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 15
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 15
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 15
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 15
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 15
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 15
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 15
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 15
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 15
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 15
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 15
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 15
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 15
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 15
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 15
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 15
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 15
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 15
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 15
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 15
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 15
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 15
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 15
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 15
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 15
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 15
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 15
Profunds - Profund Vp Small-cap Growth 15
Profunds - Profund Vp Mid-cap Growth 15
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 15
OHIO NATIONAL FUND INC - ON Bond Portfolio 15
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 15
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 15
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 15
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 15
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 15
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 15
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 15
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 15
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 15
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 15
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 15
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 15
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 15
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 15
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 15
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 15
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 15
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 15
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 15
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 15
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 15
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 15
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 15
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 15
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 15
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 15
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 15
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 15
Paragon Advisors, LLC 15
Compass Ion Advisors, LLC 15
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 15
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 15
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 15
Beacon Financial Advisory LLC 15
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 15
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 15
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 15
Acorn Financial Advisory Services Inc /adv 15
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 15
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 15
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 15
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 15
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 15
VMIDX - VALIC Co I - Mid Cap Index Fund 15
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 15
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 15
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 15
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 15
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 15
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 15
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 15
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 15
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 15
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 15
Tobias Financial Advisors, Inc. 15
Aurora Private Wealth, Inc. 15
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A 15
Angel Oak Financial Strategies Income Term Trust 15
Spdr S&p Midcap 400 Etf Trust 15
ESL Trust Services, LLC 15
1776 Wealth LLC 15
NWK Group, Inc. 15
Demars Financial Group, LLC 15
Xtx Markets Llc 15
South Plains Financial, Inc. 15
PAX Financial Group, LLC 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Mozaic Multi-Asset Fund Class II 15
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 15
Engrave Wealth Partners LLC 15
Sowa Financial Group, Inc. 15
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 15
Connor Clark & Lunn Investment Management Ltd 15
Capital One Financial Corp 15
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 15
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 15
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 15
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 15
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 15
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 15
Hunter Perkins Capital Management, LLC 15
Intelligence Driven Advisers, LLC 15
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 15
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 15
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 15
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 15
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 15
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 15
Mizuho Markets Americas Llc 15
CBOE Vest Financial, LLC 15
Accretive Wealth Partners, LLC 15
Cannon Global Investment Management, LLC 15
Resolute Advisors LLC 15
Luken Investment Analytics, LLC 15
IronBridge Private Wealth, LLC 15
Heartland Bank & Trust Co 15
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 15
VVSCX - VALIC Co I - Small Cap Value Fund 15
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 15
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 15
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 15
Strategic Asset Management, LLC 15
Riverwater Partners LLC 15
Peterson Financial Group, Inc. 15
Ahl Investment Management, Inc. 15
HST Ventures, LLC 15
BlackDiamond Wealth Management Inc. 15
FRG Family Wealth Advisors LLC 15
Flynn Zito Capital Management, Llc 15
Saxon Interests, Inc. 15
North Reef Capital Management LP 15
Sandia Investment Management LP 15
Skaana Management L.P. 15
Oak Harbor Wealth Partners, Llc 15
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 15
Walker Asset Management, LLC 15
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 15
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 15
LGT Fund Management Co Ltd. 15
LGT Group Foundation 15
Retireful, LLC 15
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 15
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 15
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 15
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 15
APDPX - ARTISAN PARTNERS FUNDS INC - Artisan Global Unconstrained Fund Advisor Shares 15
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 15
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 15
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 15
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 15
Gallacher Capital Management LLC 15
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 15
Jessup Wealth Management, Inc 15
Centurion Wealth Management LLC 15
New Hampshire Trust 15
Garda Capital Partners Lp 15
Allstate Investment Management Co 15
Atlas Wealth LLC 15
Freedom Wealth Alliance, Llc 15
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 15
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 15
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 15
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 15
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 15
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 15
Cm Wealth Advisors Llc 15
Klr Investment Advisors, Llc 15
PCA Investment Advisory Services Inc. 15
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 15
Union Savings Bank 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 15
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 15
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 15
Burns Matteson Capital Management, LLC 15
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class 15
Private Client Services, Llc 15
Portfolio Design Labs, LLC 15
Victory Financial Group, Llc 15
Mosley Wealth Management 15
Catalina Capital Group, LLC 15
Granite FO LLC 15
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 15
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 15
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 15
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 15
Westmount Partners, LLC 15
Genesis Private Wealth, Llc 15
Wingate Wealth Advisors, Inc. 15
Abc Arbitrage Sa 15
Hickory Point Bank & Trust 15
Haven Private, LLC 15
Flagship Wealth Advisors, Llc 15
Graney & King, LLC 15
Aware Super Pty Ltd as trustee of Aware Super 15
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 15
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 15
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 15
Holos Integrated Wealth LLC 15
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 15
Third View Private Wealth, LLC 15
Nvest Wealth Strategies, Inc. 15
Gunpowder Capital Management, LLC dba Oliver Wealth Management 15
Oslo Pensjonsforsikring AS 15
Vanguard Advisers Inc 15
TIAA Wealth Investment Management LLC 15
Palo Capital, Inc. 14
Firethorn Wealth Partners, Llc 14
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 14
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 14
Galaxy Capital Trading Ltd 14
Koesten, Hirschmann & Crabtree, INC. 14
Boston Common Asset Management, LLC 14
Springhouse Capital Management, LP 14
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 14
Alesco Advisors Llc 14
Arlington Capital Management, Inc. 14
Lockheed Martin Investment Management Co 14
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 14
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 14
Integrated Wealth Counsel, Llc 14
Ally Financial Inc. 14
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 14
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 14
Cohen & Steers Mlp Income & Energy Opportunity Fund 14
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 14
Pzena Investment Management Llc 14
Murphy Capital Management Inc 14
Fund Management at Engine No. 1 LLC 14
Hedeker Wealth, LLC 14
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 14
CMT Capital Markets Trading GmbH 14
Invenomic Capital Management LP 14
Cmt Trading Llc 14
Inlight Wealth Management, LLC 14
Game Creek Capital, LP 14
Advanced Series Trust - Ast Mid-cap Growth Portfolio 14
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 14
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 14
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 14
Yellowstone Partners, LLC 14
Financial Services Advisory Inc 14
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 14
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 14
Cornerstone Total Return Fund Inc 14
Guardian Capital Advisors Lp 14
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 14
Cobalt Capital Management, Inc. 14
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 14
Bingham Osborn & Scarborough Llc 14
Park Edge Advisors, LLC 14
Verdad Advisers, LP 14
Cercano Management LLC 14
BRC Investment Management LLC 14
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 14
Midwest Professional Planners, LTD. 14
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 14
CMT Asset Management Ltd 14
Index Technologies Group LLC 14
Menard Financial Group LLC 14
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 14
DXCTX - DIREXION FUNDS - Direxion Indexed Commodity & Income Strategy Fund Investor Class 14
Hopwood Financial Services, Inc. 14
Souders Financial Advisors 14
Benson Wealth Management INC 14
Madison Asset Management, LLC 14
KCS Wealth Advisory 14
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 14
Apollo Management Holdings, L.P. 14
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 14
JSF Financial, LLC 14
Asset One Wealth Management LLC 14
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 14
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 14
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 14
WIREX - PFS FUNDS - Wireless Fund 14
Phillip James Consulting Co. 14
NLB Skladi, upravljanje premozenja, d.o.o. 14
Edgemoor Investment Advisors, Inc. 14
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 14
DeDora Capital, Inc. 14
Wealth Architects, LLC 14
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 14
Lifestyle Asset Management, Inc. 14
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 14
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 14
Champlain Investment Partners, LLC 14
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 14
Meadow Creek Wealth Advisors Llc 14
Madison Wealth Management 14
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 14
One Charles Private Wealth Services, LLC 14
Crumly & Associates Inc. 14
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 14
PGSIX - PUTNAM MORTGAGE SECURITIES FUND - PUTNAM U S GOVERNMENT INCOME TRUST Class A Shares 14
Maia Wealth LLC 14
Greenspring Advisors, LLC 14
Ckw Financial Group 14
Lbmc Investment Advisors, Llc 14
Simply Money Advisors 14
Your Advocates Ltd., LLP 14
Rowland Carmichael Advisors Inc /adv 14
Round Table Services, LLC 14
Wealth Management Associates, Inc. 14
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 14
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund 14
Passport Capital, LLC 14
JTHIX - James Alpha Funds Trust - James Alpha Total Hedge Portfolio Class I 14
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 14
Edge Asset Management, Inc 14
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 14
Provident Wealth Management, LLC 14
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 14
Independent Wealth Network Inc. 14
Monarch Partners Asset Management LLC 14
Cliftonlarsonallen Wealth Advisors, Llc 14
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class 14
Circle Wealth Management, LLC 14
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 14
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 14
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 14
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 14
Comprehensive Financial Consultants Institutional, Inc. 14
Sompo Japan Nipponkoa Asset Management Co.,ltd. 14
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 14
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 14
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 14
Diversified Enterprises, LLC 14
Financial Life Planners 14
Next Level Private LLC 14
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 14
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 14
Mastrapasqua Asset Management Inc 14
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 14
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 14
Howard Bailey Securities, Llc 14
MTGAX - MORGAN STANLEY MORTGAGE SECURITIES TRUST - Morgan Stanley Mortgage Securities Trust A 14
MRP Capital Investments, LLC 14
Seven Mile Advisory 14
Kingstown Capital Management L.p. 14
Supplemental Annuity Collective Trust of NJ 14
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 14
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 14
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 14
WP Advisors, LLC 14
Oasis Management Co Ltd. 14
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 14
Paladin Wealth, LLC 14
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 14
Lifeworks Advisors, LLC 14
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 14
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 14
Sage Capital Advisors,llc 14
Graticule Asia Macro Advisors LLC 14
Cooper/haims Advisors, Llc 14
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 14
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 14
Hall Laurie J Trustee 14
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 14
Cowen Prime Services LLC 14
Woodward Diversified Capital, Llc 14
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 14
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 14
Evelyn Partners Asset Management Ltd 14
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 14
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 14
RBA Wealth Management, LLC 14
Ariadne Wealth Management, LP 14
RDA Financial Network 14
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 14
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 14
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R 14
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 14
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 14
American State Bank (Iowa) 14
Allianzgi Equity & Convertible Income Fund 14
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 14
New Century Financial Group, LLC 14
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 14
Sterling Manor Financial, LLC 14
Cape Cod Five Cents Savings Bank 14
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 14
First Financial Bankshares Inc 14
PSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Global Listed Private Equity ETF 14
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 14
Scissortail Wealth Management, LLC 14
Israel Discount Bank of New York 14
GFIN - Goldman Sachs ETF Trust - Goldman Sachs Motif Finance Reimagined ETF 14
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 14
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 14
Alkeon Capital Management Llc 14
Gilbert & Cook, Inc. 14
Artemis Wealth Advisors, LLC 14
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 14
Swiss Re Ltd 14
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 14
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 14
Fullcircle Wealth Llc 14
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 14
Eminence Capital, Lp 14
Stablepoint Partners, LLC 14
City Center Advisors, LLC 14
PHH Investments, Ltd. 14
Enterprise Trust & Investment Co 14
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 14
Naviter Wealth, LLC 14
Forte Capital Llc /adv 14
Main Management LLC 14
Frisch Financial Group, Inc. 14
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 14
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 14
Rainier Investment Management Mutual Funds 14
Strategic Global Advisors, LLC 14
Canandaigua National Corp 14
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 14
Aristeia Capital Llc 14
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 14
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 14
Rock Creek Group, LP 14
Forty4 Asset Management LLC 14
Neville Rodie & Shaw Inc 14
CTC Capital Management, LLC 14
Holloway Wealth Management, LLC 14
SRN Advisors, LLC 14
Headinvest, Llc 14
Dumont & Blake Investment Advisors Llc 14
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 14
Luminist Capital LLC 14
Zuckerman Investment Group, LLC 14
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 14
Tradewinds, LLC. 14
Full Sail Capital, LLC 14
Whitebox Mutual Funds 14
Geduld E E 14
Astrantus Ltd 14
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 14
Kinneret Advisory, LLC 14
Sirios Capital Management L P 14
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 14
Belmont Capital, LLC 14
Hengehold Capital Management Llc 14
SPCAX - Investment Managers Series Trust - SilverPepper Commodity Strategies Global Macro Fund Advisor Class 14
Persistent Asset Partners Ltd 14
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 14
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 14
Brighthouse Funds Trust II - BlackRock Ultra-Short Term Bond Portfolio Class A 14
Deroy & Devereaux Private Investment Counsel Inc 14
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 14
Kaizen Financial Strategies 14
Capital Management Corp /va 14
Bmc Fund Inc 14
Kesler, Norman & Wride, LLC 14
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 14
VCSMX - VALIC Co I - Small Cap Fund 14
Baron Wealth Management LLC 14
De Burlo Group Inc 14
KERR FINANCIAL PLANNING Corp 14
FDO Partners, LLC 14
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 14
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 14
Glaxis Capital Management, LLC 14
Sumit Capital, Llc 14
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 14
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 14
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 14
Hills Bank & Trust Co 14
Dougherty Wealth Advisers LLC 14
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 14
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 14
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 14
Werba Rubin Papier Wealth Management 14
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 14
Oak Ridge Investments Llc 14
Baldrige Asset Management LLC 14
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 14
Staley Capital Advisers Inc 14
Delaware Investments Dividend & Income Fund, Inc 14
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 14
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 14
Wellington Shields & Co., LLC 14
Meritage Group LP 14
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 14
Cutler Investment Counsel Llc 14
Capitolis Liquid Global Markets Llc 14
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 14
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 14
USVT - Ultimus Managers Trust - US VALUE ETF 14
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 14
Allianzgi Convertible & Income Fund Ii 14
Putnam ETF Trust - Putnam ESG Core Bond ETF - 14
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 14
Burling Wealth Partners, Llc 14
Smallcap World Fund Inc 14
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 14
Gamble Jones Investment Counsel 14
Cypress Point Wealth Management, LLC 14
SVA Wealth Management, LLC 14
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 14
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 14
Mawer Investment Management Ltd. 14
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 14
Oberweis Asset Management Inc/ 14
Fulcrum Asset Management LLP 14
Castle Hook Partners LP 14
Beck Bode, LLC 14
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 14
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 14
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 14
SIH Partners, LLLP 14
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 14
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 14
Delphi Management Inc /ma/ 14
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 14
Schnieders Capital Management Llc 14
Aevitas Wealth Management, Inc. 14
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 14
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 14
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 14
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 14
LRT Capital Management, LLC 14
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 14
Tiaa Cref Trust Co Fsb/mo 14
ACVF - ETF Opportunities Trust - American Conservative Values ETF 14
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 14
Northwest Bancshares, Inc. 14
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 14
TFG Advisers LLC 14
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 14
Columbia Asset Management 14
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 14
Transcendent Capital Group LLC 14
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 14
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 14
Spotlight Asset Group, Inc. 14
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 14
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 14
Northern Capital Management Llc 14
Findlay Park Partners LLP 14
Burke & Herbert Bank & Trust Co 14
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 14
Allianzgi Convertible & Income Fund 14
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 14
Hibernia Wealth Partners, LLC 14
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 14
Waddell & Reed Advisors Funds 14
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 14
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 14
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 14
Strategic Financial Services, Inc, 14
MainStreet Investment Advisors LLC 14
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 14
Wealthstar Advisors, Llc 14
Bank Hapoalim Bm 14
Jacobs Asset Management, Llc 14
Maltin Wealth Management, Inc. 14
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 14
Community Trust & Investment Co 14
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 14
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 14
Donaldson Capital Management, Llc 14
S. Muoio & Co. Llc 14
SWS Partners 14
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 14
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 14
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 14
Mitsubishi UFJ Securities Holdings Co., Ltd. 14
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 14
Western Asset Variable Rate Strategic Fund Inc. 14
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 14
Vanguard Windsor Funds 14
Berkley W R Corp 14
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 14
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 14
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 14
Buckhead Capital Management Llc 14
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 14
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 14
Marble Wealth, LLC 14
Copley Financial Group, Inc. 14
Winthrop Partners - Wny, Llc 14
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 14
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 14
D. Scott Neal, Inc. 14
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 14
Third Point LLC 14
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 14
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 14
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 14
Q3 Asset Management 14
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 14
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 14
Seelaus Asset Management LLC 14
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 14
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 14
Stuart Chaussee & Associates, Inc. 14
Paradigm Financial Advisors, LLC 14
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 14
First Financial Bank - Trust Division 14
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 14
Davis R M Inc 14
Brendel Financial Advisors LLC 14
Dalton Greiner Hartman Maher & Co 14
Douglas Lane & Associates, LLC 14
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 14
CETF - DriveWealth ETF Trust - DriveWealth ICE 100 Index ETF 13
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 13
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 13
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 13
Western Asset High Income Fund Ii Inc. 13
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 13
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 13
Brown Shipley& Co Ltd 13
Viewpoint Capital Management LLC 13
Arbor Wealth Management, LLC 13
Win Advisors, Inc 13
Horizon Wealth Management, LLC 13
Skylands Capital, LLC 13
CastleKnight Management LP 13
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 13
NorthAvenue LLC 13
qPULA Trading Management LP 13
SLT Holdings LLC 13
Integrity Financial Corp /WA 13
Silverlake Wealth Management Llc 13
Tilia Fiduciary Partners, Inc. 13
Sterling Ridge Capital Management LP 13
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 13
Deer Park Road Corp 13
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 13
Southpoint Capital Advisors LP 13
Capital Income Builder 13
Regal Wealth Group, Inc. 13
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 13
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 13
Putney Financial Group LLC 13
Taconic Capital Advisors LP 13
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 13
New York Life Trust Co 13
Gruss & Co., LLC 13
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 13
Kamunting Street Capital Management, L.P. 13
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 13
Catalyst Private Wealth, Llc 13
Empyrean Capital Partners, LP 13
May Hill Capital, LLC 13
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 13
American Independence Financial Services LLC 13
1248 Management, LLC 13
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 13
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 13
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 13
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 13
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 13
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 13
Kimelman & Baird, LLC 13
Fort, L.p. 13
Gold Investment Management Ltd. 13
Leigh Baldwin & Co., Llc 13
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 13
Central Asset Investments & Management Holdings (HK) Ltd 13
Alteri Wealth LLC 13
Insight Wealth Strategies, LLC 13
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 13
EFG Asset Management (North America) Corp. 13
Cabot Wealth Management Inc 13
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 13
Credit Industriel Et Commercial 13
Lakewood Capital Management, Lp 13
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 13
Greystone Financial Group, LLC 13
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 13
Mercer Capital Advisers, Inc. 13
Lourd Capital, LLC 13
G&S Capital LLC 13
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 13
Bank Of Stockton 13
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 13
Stock Portfolio - Stock Portfolio 13
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 13
Thrive Capital Management, LLC 13
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 13
Seamans Capital Management, LLC 13
Wilmington Trust Investment Management, LLC 13
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 13
Silver Capital Management Llc 13
Rokos Capital Management LLP 13
Kerrisdale Advisers, LLC 13
Fore Capital, LLC 13
Dixon Hubard Feinour & Brown Inc/va 13
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 13
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 13
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 13
MU Investments Co., Ltd. 13
S&co Inc 13
Navis Wealth Advisors, LLC 13
McGlone Suttner Wealth Management, Inc. 13
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 13
Napa Wealth Management 13
Juncture Wealth Strategies, Llc 13
Trust Co Of Virginia /va 13
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 13
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 13
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 13
Cary Street Partners Asset Management Llc 13
Eagle Ridge Investment Management 13
Green Harvest Asset Management LLC 13
Elgethun Capital Management 13
Align Financial, LLC 13
Morton Capital Management LLC/CA 13
Wright Managed Equity Trust 13
Ewa, Llc 13
Bluesphere Advisors, LLC 13
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 13
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 13
TRB Wealth Management, LLC 13
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 13
Octavia Wealth Advisors, LLC 13
Cohen Klingenstein LLC 13
Able Wealth Management LLC 13
Signature Securities Group Corporation 13
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 13
Abbrea Capital, LLC 13
Capital Square, LLC 13
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 13
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 13
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 13
Liberty All Star Growth Fund Inc. 13
PCM Encore, LLC 13
Founders Bank & Trust 13
BCS Wealth Management 13
Main Street Research LLC 13
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 13
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 13
Sterling Financial Planning, Inc. 13
Mayfair Advisory Group, LLC 13
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I 13
HBC Financial Services, PLLC 13
Trust For Advisor Solutions 13
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 13
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 13
King Wealth 13
1492 Capital Management LLC 13
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 13
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 13
Sterling Global Strategies LLC 13
Adams Wealth Management 13
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 13
CenturyLink Investment Management Co 13
Moser Wealth Advisors, LLC 13
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 13
Xxi Wealth, Llc 13
GATEX - Gateway Trust - Gateway Fund Class A Shares 13
VCSVX - VALIC Co II - Small Cap Value Fund 13
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 13
Hellman Jordan Management Co Inc /ma/ 13
Kelman-Lazarov, Inc. 13
J. W. Coons Advisors, LLC 13
Sculati Wealth Management, LLC 13
Bain Capital Public Equity Management Ii, Llc 13
BOS Asset Management, LLC 13
Hourglass Capital, Llc 13
Pinnacle Wealth Advisors 13
BEAM Asset Management, LLC 13
Merrion Investment Management Co, LLC 13
Special Opportunities Fund, Inc. 13
Perbak Capital Partners LLP 13
Bar Harbor Trust Services 13
Ativo Capital Management LLC 13
NOIEX - Northern Funds - Northern Income Equity Fund 13
Bristol Advisors, LLC 13
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 13
Smith Affiliated Capital Corp. 13
Croft-leominster Inc 13
Wells Fargo Utilities & High Income Fund 13
Mma Asset Management Llc 13
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 13
Verde Servicos Internacionais S.A. 13
Kynikos Associates LP 13
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 13
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 13
Citizens National Bank Trust Department 13
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 13
Campbell Newman Asset Management Inc 13
Southland Equity Partners LLC 13
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 13
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 13
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 13
Hollow Brook Wealth Management LLC 13
Pensionfund Sabic 13
Capital City Trust Co/fl 13
Lionsbridge Wealth Management LLC 13
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 13
Hoxton Planning & Management, LLC 13
EverPoint Asset Management, LLC 13
Beach Investment Management, LLC. 13
Pegasus Partners Ltd. 13
Granite Investment Advisors, LLC 13
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 13
Schaper Benz & Wise Investment Counsel Inc/wi 13
Magnolia Capital Advisors Llc 13
OneAscent Wealth Management LLC 13
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 13
Graybill Bartz & Assoc Ltd 13
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 13
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 13
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 13
Trillium Asset Management, Llc 13
Econ Financial Services Corp 13
Kolinsky Wealth Management, LLC 13
Nippon Life Insurance Co 13
Exos TFP Holdings LLC 13
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 13
Overland Advisors, LLC 13
Tyche Wealth Partners LLC 13
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 13
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 13
Ranger International Management, LP 13
Fi3 FINANCIAL ADVISORS, LLC 13
Factory Mutual Insurance Co 13
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 13
Private Management Group Inc 13
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 13
Dean Capital Management 13
CRA Financial Services, LLC 13
Birch Hill Investment Advisors LLC 13
SeaTown Holdings Pte. Ltd. 13
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 13
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 13
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 13
PDBC - Invesco Actively Managed Exchange-Traded Commodity Fund Trust - Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 13
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 13
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 13
SRB Corp 13
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 13
John Hancock Tax-advantaged Dividend Income Fund 13
Galvin, Gaustad & Stein, LLC 13
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 13
Atlanta Consulting Group Advisors, LLC 13
Penobscot Investment Management Company, Inc. 13
Stonehage Fleming (uk) Ltd 13
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 13
Wbh Advisory Inc 13
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 13
Eaton Vance Floating-rate 2022 Target Term Trust 13
DB Wealth Management Group, LLC 13
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 13
Nottingham Advisors, Inc. 13
Harmony Asset Management Llc 13
Institutional Investment Strategy Fund 13
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 13
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 13
Profunds - Profund Vp Mid-cap Value 13
Quantum Financial Advisors, LLC 13
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 13
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 13
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 13
Yarbrough Capital, LLC 13
FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund 13
Strategic Wealth Management Inc 13
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 13
FSM Wealth Advisors, LLC 13
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 13
Ohio National Investments, Inc. 13
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 13
Breton Hill Capital Ltd. 13
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 13
Telos Capital Management, Inc. 13
Evernest Financial Advisors, LLC 13
Merited Wealth, LLC 13
Clough Global Equity Fund 13
Hardy Reed LLC 13
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 13
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 13
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 13
Primecap Management Co/ca/ 13
Td Asset Management Usa Funds Inc. 13
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 13
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 13
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 13
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 13
Pictet North America Advisors SA 13
Leisure Capital Management 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 13
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 13
Fir Tree Capital Management Lp 13
Sandy Cove Advisors, LLC 13
Robinson Value Management, Ltd. 13
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 13
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 13
Drucker Wealth 3.0, LLC 13
McCarthy Asset Management, Inc. 13
FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund 13
Limestone Investment Advisors LP 13
Centennial Bank/AR/ 13
Carrera Capital Advisors 13
Crawford Fund Management, LLC 13
Heritage Financial Services, LLC 13
Blackrock Master Llc 13
Prudential Global Short Duration High Yield Fund, Inc. 13
RWC Asset Management LLP 13
Nordwand Advisors, LLC 13
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 13
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 13
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 13
Genworth Financial Inc 13
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 13
Williamson Legacy Group, LLC 13
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 13
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 13
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 13
Davidson Investment Advisors 13
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 13
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 13
Usaa Etf Trust 13
Garrett Investment Advisors LLC 13
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 13
CarsonAllaria Wealth Management, Ltd. 13
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 13
RGT Wealth Advisors, LLC 13
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 13
Hound Partners, LLC 13
Birchbrook, Inc. 13
Militia Capital Partners, LP 13
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 13
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 13
Pvg Asset Management Corp 13
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 13
Kelly Lawrence W & Associates Inc/ca 13
China Universal Asset Management Co., Ltd. 13
PointState Capital LP 13
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 13
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 13
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 13
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 13
Western Asset Management Company, LLC 13
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 13
Waverton Investment Management Ltd 13
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 13
TFB Advisors LLC 13
ABLE Financial Group, LLC 13
Murchinson Ltd. 13
First Washington CORP 13
Ipswich Investment Management Co., Inc. 13
Sonora Investment Management Group, LLC 13
Davy Global Fund Management Ltd 13
Redmond Asset Management, LLC 13
JAIZX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Growth Portfolio NAV 13
Country Club Bank /gfn 13
Life Planning Partners, Inc 13
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 13
Alamea Verwaltungs GmbH 13
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 13
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 13
Invenio Wealth Partners Llc 13
S-Bank Fund Management Ltd 13
Alpine Associates Management Inc. 13
TENOR CAPITAL MANAGEMENT Co., L.P. 13
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 13
Provence Wealth Management Group 13
EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB 13
Winthrop Capital Management, LLC 13
Krs Capital Management, Llc 13
JAIYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Balanced Portfolio NAV 13
New World Advisors LLC 13
MLPIX - Profunds - Mid-cap Value Profund Investor Class 13
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 13
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 13
FSC Wealth Advisors, LLC 13
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 13
Pines Wealth Management, LLC 13
Caliber Wealth Management, LLC / KS 13
Anb Bank 13
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 13
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 13
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 13
Pasadena Private Wealth, LLC 13
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 13
Berbice Capital Management LLC 13
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 13
Insight Capital Research & Management Inc 13
Solaris Asset Management Llc 13
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 13
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 13
Van Den Berg Management I, Inc 13
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 13
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 13
Van Berkom & Associates Inc. 13
YANKCOM Partnership 13
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 13
Northwest Quadrant Wealth Management, LLC 13
Cai Capital Management, Inc. 13
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 13
Clark Asset Management, LLC 13
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 13
NinePointTwo Capital 13
Clearbridge, Llc 13
Birinyi Associates Inc 13
TigerOak Management, L.L.C. 13
Waters Parkerson & Co., Llc 13
University Of Notre Dame Du Lac 12
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 12
Alethea Capital Management, Llc 12
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 12
Smithbridge Asset Management Inc/de 12
Heron Bay Capital Management 12
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 12
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 12
MeadowBrook Investment Advisors LLC 12
CLARET ASSET MANAGEMENT Corp 12
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 12
Lone Pine Capital Llc 12
Iridian Asset Management Llc/ct 12
USAdvisors Wealth Management, LLC 12
John Hancock Financial Opportunities Fund 12
Alta Wealth Advisors LLC 12
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 12
Jarislowsky, Fraser Ltd 12
BOSS - Global X Funds - Global X Founder-Run Companies ETF 12
ARK Investment Management LLC 12
Altman Advisors, Inc. 12
Rhl Group, Llc 12
Long Island Wealth Management, Inc. 12
F3Logic, LLC 12
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 12
Allen Mooney & Barnes Investment Advisors LLC 12
Buffington Mohr McNeal 12
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 12
Sentinel Asset Management, Inc. 12
Boys Arnold & Co Inc 12
Clarity Asset Management, Inc. 12
Nixon Peabody Trust Co 12
Granahan Investment Management Inc/ma 12
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 12
Burns J W & Co Inc/ny 12
Access Investment Management LLC 12
Acuity Investment Management Inc 12
Private Capital Management, LLC 12
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 12
Landsberg, Bennett, & Dubbaneh LLC 12
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 12
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 12
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 12
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 12
Cambridge Advisors Inc. 12
Tempus Wealth Planning, LLC 12
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 12
All Terrain Financial Advisors, LLC 12
Mitchell Mcleod Pugh & Williams Inc 12
Atlanta Capital Management Co L L C 12
Amica Pension Fund Board Of Trustees 12
Raiff Partners Inc 12
New York Life Investments Alternatives 12
Community Bank System, Inc. 12
GRRSX - James Alpha Funds Trust - James Alpha Macro Fund Class R6 12
PQDI - Principal Exchange-Traded Funds - Principal Spectrum Tax-Advantaged Dividend Active ETF 12
Benedetti & Gucer, Inc. 12
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 12
Northern Lights Fund Trust - Altegris Crabel Multi-Strategy Fund Class A 12
DoubleLine ETF Adviser LP 12
Cove Private Wealth, LLC 12
VCTPX - VALIC Co I - Inflation Protected Fund 12
London Co Of Virginia 12
Wick Capital Partners, LLC 12
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 12
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 12
Sunpointe, LLC 12
Quadcap Wealth Management, LLC 12
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 12
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 12
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 12
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 12
Kazazian Asset Management, LLC 12
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 12
Capstone Financial Advisors, Inc. 12
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 12
Arnhold LLC 12
Boltwood Capital Management 12
LBO - EA Series Trust - WHITEWOLF Publicly Listed Private Equity ETF 12
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 12
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 12
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 12
Bearing Point Capital, Llc 12
Cardinal Point Capital Management, ULC 12
Cypress Asset Management Inc/tx 12
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 12
NWF Advisory Services Inc. 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 12
AA Financial Advisors, LLC 12
Nikulski Financial, Inc. 12
LWM Advisory Services, LLC 12
Eagle Strategies LLC 12
Cape Ann Savings Bank 12
AG Campbell Advisory, LLC 12
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 12
Templeton Global Income Fund 12
TCFG Investment Advisors, LLC 12
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 12
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 12
MGB Wealth Management, LLC 12
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 12
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 12
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 12
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 12
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 12
EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB 12
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 12
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 12
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 12
Smart Portfolios, LLC 12
Carmignac Gestion 12
Governors Lane LP 12
Newport Capital Group, LLC 12
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 12
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 12
Farmers National Bank 12
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 12
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 12
Redwood Investments, LLC 12
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 12
Noesis Capital Mangement Corp 12
Arrow Investment Advisors, LLC 12
APDOX - ARTISAN PARTNERS FUNDS INC - Artisan Emerging Markets Debt Opportunities Fund Advisor Shares 12
Whitaker-Myers Wealth Managers, LTD. 12
Ashford Capital Management Inc 12
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 12
Sender Co & Partners, Inc. 12
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 12
Sienna Gestion 12
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 12
PayPay Securities Corp 12
Blue Fin Capital, Inc. 12
Kernodle & Katon Asset Management Group, LLC 12
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 12
Cascade Financial Partners, LLC 12
Ulland Investment Advisors, LLC 12
Parkside Investments, LLC 12
Partners Group Holding AG 12
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 12
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 12
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 12
Angeles Investment Advisors, LLC 12
West Coast Financial LLC 12
Mechanics Bank Trust Department 12
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 12
Integrity Advisory Solutions, LLC 12
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 12
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 12
Cadinha & Co Llc 12
Garrison Bradford & Associates Inc 12
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 12
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 12
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 12
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 12
Trueblood Wealth Management, LLC 12
Quantum Capital Management 12
LMBS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Low Duration Opportunities ETF 12
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 12
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 12
Genesee Valley Trust Co 12
First Dallas Securities Inc. 12
Fusion Investment Group, LLC 12
Measured Risk Portfolios, Inc. 12
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 12
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 12
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 12
Centricity Wealth Management, LLC 12
Lansdowne Partners (uk) Llp 12
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 12
Amitell Capital Pte Ltd 12
PENN SERIES FUNDS INC - Small Cap Value Fund 12
Rnc Capital Management Llc 12
Milestone Investment Advisors LLC 12
Ninepoint Partners LP 12
Stableford Capital Ii Llc 12
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 12
FOINX - Tributary Funds, Inc. - Income Fund Institutional 12
Sather Financial Group Inc 12
AMF Pensionsforsakring AB 12
Azimuth Capital Investment Management LLC 12
Pilgrim Partners Asia Pte Ltd 12
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 12
Ctc Llc 12
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 12
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 12
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 12
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 12
TCW ETF Trust - TCW Core Plus Bond ETF 12
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 12
Future Financial Wealth Managment LLC 12
Parnassus Investments /ca 12
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 12
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 12
Cordatus Wealth Management LLC 12
Polar Capital LLP 12
Guggenheim Equal Weight Enhanced Equity Income Fund 12
GSB Wealth Management, LLC 12
Investment Partners Asset Management, Inc. 12
McNamara Financial Services, Inc. 12
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 12
Rothschild Capital Partners, LLC 12
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 12
Apollon Financial, LLC 12
FEDERATED CORE TRUST - High Yield Bond Portfolio 12
Western Asset High Yield Defined Opportunity Fund Inc. 12
First Pacific Advisors, LP 12
Spectrum Planning & Advisory Services Inc. 12
Bank of Kentucky, Inc. 12
Kings Path Partners LLC 12
Sassicaia Capital Advisers Llc 12
Olistico Wealth, LLC 12
Heritage Family Offices, LLP 12
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 12
Munro Partners 12
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 12
Blue Square Asset Management, Llc 12
Farmers & Merchants Trust Co of Long Beach 12
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 12
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 12
First Allied Asset Management, Inc. 12
Forum Finance Group S.A. 12
MASTERINVEST Kapitalanlage GmbH 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 12
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 12
Dominick & Dominick LLC 12
RKL Wealth Management LLC 12
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 12
Navalign, LLC 12
GPZ - VanEck ETF Trust - VanEck Alternative Asset Manager ETF 12
Marietta Wealth Management, LLC 12
Teachers Insurance & Annuity Association Of America 12
9258 Wealth Management, LLC 12
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 12
Scopus Asset Management, L.p. 12
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 12
Oak Associates Ltd /oh/ 12
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 12
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 12
Graham Capital Wealth Management, Llc 12
Geneva Partners, LLC 12
Northside Capital Management, LLC 12
Kiely Wealth Advisory Group, Inc. 12
Kingstone Capital Partners Texas, LLC 12
Quantedge Capital Pte Ltd 12
Wafra Inc. 12
Tripletail Wealth Management, LLC 12
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 12
Custom Portfolio Group LLC 12
Pacific Global Investment Management Co 12
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 12
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 12
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 12
Gmt Capital Corp 12
Elkhorn Partners Limited Partnership 12
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 12
Empire Financial Management Company, LLC 12
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 12
Cambiar Investors Llc 12
Chapin Davis, Inc. 12
LOM Asset Management Ltd 12
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 12
GETCO Holding Company, LLC 12
Hamilton Capital, LLC 12
Carr Financial Group Corp 12
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 12
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 12
Crown Wealth Group, LLC 12
MONTX - MONETTA TRUST - Monetta Fund 12
Baer Investment Advisory LLC 12
Israel Discount Bank Of New York /gfn 12
Buckley Wealth Management, LLC 12
Foster Group, Inc. 12
Haberer Registered Investment Advisor Inc 12
Oaktree Capital Management Lp 12
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 12
Uncommon Cents Investing LLC 12
Militia Capital Management LLC 12
Chemung Canal Trust Co 12
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 12
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 12
Angelo Gordon & Co., L.p. 12
UBP Investment Advisors SA 12
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 12
Johnson Financial Group, LLC 12
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 12
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 12
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 12
Spartan Wealth Advisory Services LLC 12
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 12
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 12
Ulysses Management LLC 12
Silphium Asset Management Ltd 12
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 12
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 12
Scholtz & Company, Llc 12
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 12
Mkd Wealth Coaches, Llc 12
Keystone Investors Pte Ltd 12
PPM Funds - PPM Long Short Credit Fund (Inst) 12
Tower View Investment Management & Research LLC 12
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 12
SCIU - Global X Funds - Global X Scientific Beta US ETF 12
Gq Asset Management, Llc 12
Spectrum Asset Management, Inc. (NB/CA) 12
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 12
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 12
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 12
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 12
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 12
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 12
PPM Funds - PPM Floating Rate Income Fund (Inst) 12
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 12
Robinson Capital Management, Llc 12
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 12
Truepoint, Inc. 12
Black Diamond Financial, LLC 12
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 12
Atherton Lane Advisers, Llc 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 12
Providence First Trust Co 12
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF 12
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 12
LifeWealth Investments, LLC 12
Visionary Horizons, LLC 12
Eq Wealth Advisors, Llc 12
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 12
Everstar Asset Management, LLC 12
McAdams Wright Ragen, Inc. 12
Baron Financial Group, LLC 12
JAIUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Conservative Portfolio NAV 12
B, B, H, & B Inc. 12
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 12
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 12
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 12
American National Insurance Co /tx/ 12
Retirement Financial Solutions, Llc 12
Blackston Financial Advisory Group, LLC 12
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 12
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 12
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 12
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 12
71 West Capital Partners 12
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares 12
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 12
Hoese & Co LLP 12
Safe Harbor Fiduciary, LLC 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 12
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 12
Partners Group Private Equity (master Fund), Llc 12
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 12
South Texas Money Management Ltd 12
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 12
Insight Select Income Fund 12
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 12
Beutel, Goodman & Co Ltd. 12
AMJ Financial Wealth Management 12
American National Registered Investment Advisor, Inc. 12
Narwhal Capital Management 12
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 12
Asset Management Corp /il/ /adv 12
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 12
Sagewood Asset Management LP 12
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 12
Mosaic Family Wealth Partners, Llc 12
JAIVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Moderate Portfolio NAV 12
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 12
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 12
Deerfield Management Company, L.p. (series C) 12
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 12
Bedell Frazier Investment Counseling, LLC 12
Indie Asset Partners, LLC 12
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 12
Asset Advisors Investment Management, LLC 12
Vista Wealth Management Group, LLC 12
Benchmark Capital Advisors 12
Horst & Graben Wealth Management LLC 12
Hamrick Investment Counsel, llc 12
3d Asset Management, Inc 12
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 12
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 12
Fluent Financial, LLC 12
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 12
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 12
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 12
VARCOV Co. 12
O'Brien Wealth Partners LLC 12
Gallagher Fiduciary Advisors, LLC 12
Alaethes Wealth LLC 12
Sand Hill Global Advisors, LLC 12
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 12
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 12
One River Asset Management, LLC 12
New England Investment & Retirement Group, Inc. 12
Scout Funds 12
Harvest Capital Strategies LLC 12
Oppenheimer Global Strategic Income Fund 12
Fifth Lane Capital, Lp 12
Foster Victor Wealth Advisors, LLC 12
Cutler Capital Management, LLC 12
Mirova 12
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio 12
Vertex Planning Partners, LLC 12
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I 12
Otter Creek Management Inc 12
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 12
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 12
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 12
Prosperity Wealth Management, Inc. 12
Oribel Capital Management, LP 12
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 12
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 12
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 12
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 12
RIA Advisory Group LLC 12
Stony Point Wealth Management Inc. 12
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 12
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 12
Seldon Capital Lp 12
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 12
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 12
Foresters Investment Management Company, Inc. 12
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Short-Term Municipal Bond Portfolio - Institutional Class 12
Knuff & Co LLC 12
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 12
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 12
Mizuho Bank, Ltd. 12
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 12
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 12
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 12
Terra Nova Asset Management LLC 12
Cue Financial Group, Inc. 12
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 12
FJ Investments, LLC 12
Eii Capital Management, Inc. 12
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 12
Global View Capital Management LLC 12
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 12
Catapult Capital Management Llc 12
Patriot Investment Management Inc. 12
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 12
Rainier Group Investment Advisory LLC 12
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 12
Marble Harbor Investment Counsel, LLC 12
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 12
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 12
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 12
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 12
Owen LaRue, LLC 12
Barry Investment Advisors, LLC 12
Endeavor Private Wealth, Inc. 11
BridgePort Financial Solutions, LLC 11
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 11
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 11
Steward Partners Investment Solutions, Llc 11
Capital Planning Advisors, LLC 11
Freedom Day Solutions, LLC 11
Vetamer Capital Management, L.p. 11
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 11
Blackrock Enhanced Equity Dividend Trust 11
STCE - SCHWAB STRATEGIC TRUST - Schwab Crypto Thematic ETF 11
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 11
BIT Capital GmbH 11
SCP Investment, LP 11
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 11
Fairfield Financial Advisors, LTD 11
Nautilus Advisors LLC 11
Ninety One SA (PTY) Ltd 11
Atlas Brown,Inc. 11
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 11
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 11
Arvest Bank Trust Division 11
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 11
Westbourne Investment Advisors, Inc. 11
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 11
Fairscale Capital, LLC 11
Castle Financial & Retirement Planning Associates, Inc. 11
Nuveen Diversified Dividend & Income Fund 11
Delap Wealth Advisory, Llc 11
TritonPoint Partners, LLC 11
Shilanski & Associates, Inc. 11
High Falls Advisors, Inc 11
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 11
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 11
Alpine Global Dynamic Dividend Fund 11
Red Cedar Capital, LLC 11
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 11
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 11
HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF 11
Fcg Advisors, Llc 11
John Hancock Investors Trust 11
Wambolt & Associates, LLC 11
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 11
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 11
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 11
Copper Rock Capital Partners, LLC 11
Amplify ETF Trust - Amplify Digital & Online Trading ETF 11
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 11
Pinnacle Private Wealth, LLC 11
H2o Am Llp 11
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 11
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 11
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 11
Theory Financial Llc 11
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 11
Jnl Series Trust - Jnl/s&p 4 Fund (a) 11
VNBTrust, National Association 11
Nepc Llc 11
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 11
QVT Financial LP 11
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 11
Applied Finance Capital Management, LLC 11
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 11
Strategic Wealth Designers 11
HHG & Company, LLC 11
Davis Investment Partners, LLC 11
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 11
APFBX - Cavanal Hill Funds - Moderate Duration Fund Investor 11
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 11
Zimmer Partners, LP 11
Prentice Wealth Management LLC 11
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 11
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 11
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 11
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 11
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 11
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 11
Inr Advisory Services Llc 11
ARS Wealth Advisors Group, LLC 11
First Nebraska Trust Co 11
HoyleCohen, LLC 11
Rheos Capital Works Inc. 11
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 11
Bach Investment Advisors Ltd 11
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 11
Montrusco Bolton Investments Inc. 11
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 11
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 11
Wallace Advisory Group, LLC 11
Mechanics Financial Corp 11
Westerkirk Capital Inc. 11
ID Management A/S 11
Fulcrum Capital LLC 11
HGC Investment Management Inc. 11
Avondale Wealth Management 11
Stegent Equity Advisors, Inc. 11
Primoris Wealth Advisors, Llc 11
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 11
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 11
Starfire Investment Advisers, Inc. 11
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 11
Havens Advisors Llc 11
DiMeo Schneider & Associates, L.L.C. 11
Saturna Capital CORP 11
Coordinated Financial Services, Inc. 11
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 11
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 11
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 11
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 11
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 11
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 11
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 11
Saiers Capital, LLC 11
Winthrop Advisory Group LLC 11
Select Asset Management & Trust 11
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 11
Shulman DeMeo Asset Management LLC 11
Westshore Wealth, LLC 11
First Trust Investment Solutions L.P. 11
Fdp Series, Inc. 11
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 11
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 11
Middleton & Co Inc/ma 11
Dsm Capital Partners Llc 11
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 11
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 11
Willis Johnson & Associates, Inc. 11
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 11
Capricorn Fund Managers Ltd 11
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 11
Interactive Financial Advisors 11
Elkhorn Investments, LLC 11
Empire Life Investments Inc. 11
TrueMark Investments, LLC 11
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) 11
Cannon Financial Strategists, Inc. 11
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 11
Midland Wealth Advisors Llc 11
Evelyn Partners Investment Management (Europe) Ltd 11
Financial Partners Group, Inc 11
Mitchell Capital Management Co 11
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares 11
Folger Hill Asset Management LP 11
Jmac Enterprises Llc 11
Argos Wealth Advisors, LLC 11
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 11
Advanced Research Investment Solutions, Llc 11
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 11
Asio Capital, LLC 11
New England Asset Management Inc 11
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 11
Crowley Wealth Management, Inc. 11
Boston Family Office Llc 11
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 11
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 11
Financial & Investment Management Group Ltd 11
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 11
Discipline Wealth Solutions, LLC 11
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 11
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 11
Greenwood Gearhart Inc 11
Johanson Financial Advisors, Inc. 11
Premia Global Advisors, Llc 11
Harbor Asset Planning, Inc. 11
Strategic Capital Group LLC 11
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 11
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 11
Alchemi Wealth, LLC 11
J2 Capital Management Inc 11
Putnam Premier Income Trust 11
Monticello Wealth Management, Llc 11
Fishman Jay A Ltd/mi 11
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 11
Encompass Wealth Advisors, Llc 11
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 11
Oppenheimer Global Multi-asset Growth Fund 11
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 11
Marsico Capital Management Llc 11
Fortress Private Ledger, Llc 11
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 11
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 11
Somerset Trust Co 11
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 11
Cheyne Capital Management (UK) LLP 11
Mairs & Power Inc 11
Stone Toro Investment Advisers, LP 11
ROSS\JOHNSON & Associates LLC 11
Inverness Counsel Llc /ny/ 11
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 11
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 11
Birchwood Financial Partners, Inc. 11
Surience Private Wealth Llc 11
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 11
Blue Chip Partners, Inc. 11
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 11
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 11
Multi-strategy Growth & Income Fund 11
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 11
Thomaspartners, Inc. 11
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 11
PLVLX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS EMG Fund Institutional Class 11
United Capital Management of KS, Inc. 11
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 11
Tuscan Ridge Asset Management Llc 11
Bank OZK 11
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 11
Kavar Capital Partners Group, Llc 11
Tectonic Advisors Llc 11
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 11
Canvas Wealth Advisors, LLC 11
Dreyfus Manager Funds I 11
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 11
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 11
HITE Hedge Asset Management LLC 11
Breakwater Capital Group 11
PENN SERIES FUNDS INC - Smid Cap Growth Fund 11
Windsor Group LTD 11
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 11
Palumbo Wealth Management LLC 11
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 11
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 11
CFG Wealth Management Services, Inc. 11
Pillar Pacific Capital Management Llc 11
Bardin Hill Management Partners Lp 11
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 11
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 11
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 11
Zevenbergen Capital Investments Llc 11
StrategIQ Financial Group, LLC 11
Guardian Wealth Management, Inc. 11
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 11
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF 11
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 11
Maxi Investments CY Ltd 11
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 11
Ramius Advisors Llc 11
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 11
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 11
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A 11
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 11
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 11
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 11
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 11
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 11
NOLCX - Northern Funds - Northern Large Cap Core Fund 11
Caisse Des Depots Et Consignations 11
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 11
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 11
Phillips Financial Management, Llc 11
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 11
JGP Wealth Management, LLC 11
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 11
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 11
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 11
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 11
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 11
Tairen Capital Ltd 11
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 11
Grandfield & Dodd, Llc 11
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 11
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 11
Parametric Risk Advisors LLC 11
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 11
Engine No. 1 Llc 11
Silver Bridge Capital Management LLC 11
Prevail Innovative Wealth Advisors, Llc 11
Keystone Wealth Services, LLC 11
Objective Capital Management, LLC 11
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 11
Azimuth Capital Management LLC 11
Constellation Wealth Advisors, LLC 11
PENN SERIES FUNDS INC - Flexibly Managed Fund 11
Brown Capital Management Llc 11
Miura Global Management, LLC 11
Stephens Investment Management Group LLC 11
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 11
Flossbach Von Storch Ag 11
First Trust Portfolios Lp 11
Torch Wealth Management LLC 11
Wolf Group Capital Advisors 11
Smith Shellnut Wilson Llc /adv 11
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 11
Bordeaux Wealth Advisors LLC 11
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 11
Regatta Capital Group, Llc 11
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 11
Gitterman Wealth Management, LLC 11
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 11
Bivin & Associates, Inc. 11
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 11
Luxor Capital Group, LP 11
Stevens First Principles Investment Advisors 11
III Capital Management 11
Steamboat Capital Partners, LLC 11
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 11
Benchmark Investment Advisors LLC 11
Western Asset Diversified Income Fund 11
Windhaven Investment Management, Inc. 11
BluePath Capital Management, LLC 11
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 11
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 11
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 11
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 11
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 11
Monolith Advisors 11
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 11
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 11
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 11
Gilder Gagnon Howe & Co Llc 11
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell 11
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 11
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 11
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 11
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 11
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 11
Axiom Advisory, LLC 11
Tourbillon Capital Partners, L.P. 11
Trajan Wealth LLC 11
Mengis Capital Management, Inc. 11
Sunflower Bank, N.A. 11
Summit Wealth & Retirement Planning, Inc. 11
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 11
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 11
American Money Management, LLC 11
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 11
Orbis Allan Gray Ltd 11
Widmann Financial Services, Inc. 11
Goodwin Investment Advisory 11
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 11
Morgan Dempsey Capital Management Llc 11
VSCFX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class P 11
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 11
IPPP - Listed Funds Trust - Preferred-Plus ETF 11
Schwarz Dygos Wheeler Investment Advisors Llc 11
Kepler Cheuvreux (Suisse) SA 11
Vista Private Wealth Partners. LLC 11
Permal Asset Management Llc 11
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 11
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 11
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 11
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 11
PIMGMVA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Balanced Allocation Portfolio Administrative 11
Marco Investment Management Llc 11
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 11
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 11
Caldwell & Orkin Inc 11
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 11
Buckingham Capital Management Inc 11
Kepos Capital LP 11
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 11
DMG Group, LLC 11
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 11
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 11
Fifth Third Securities, Inc. 11
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 11
Arthur M. Cohen & Associates, Llc 11
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 11
Profit Investment Management, LLC 11
Blue Zone Wealth Advisors, LLC 11
Running Point Capital Advisors, LLC 11
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 11
Slow Capital, Inc. 11
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 11
Emerald Investment Advisers, LLC 11
Benin Management CORP 11
Highland Private Wealth Management 11
Stonebrook Private Inc. 11
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 11
Hnp Capital Llc 11
American Trust Investment Advisors, LLC 11
Franklin Templeton ETF Trust - Franklin Income Focus ETF 11
40 North Management LLC 11
Journey Retirement Planning & Investment Management Llc 11
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 11
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 11
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 11
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 11
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 11
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 11
Chung Wu Investment Group, LLC 11
Sigma Investment Counselors Inc 11
Davis Selected Advisers 11
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 11
Defiance ETFs, LLC 11
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 11
Coastwise Capital Group, LLC 11
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 11
Stance Capital Llc 11
Northstar Wealth Partners LLC 11
Lombardia Capital Partners Llc 11
Meyer Handelman Co 11
Groesbeck Investment Management Corp /nj/ 11
Keystone Financial Services 11
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 11
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 11
Goldentree Asset Management Lp 11
First National Advisers, LLC 11
Nwq Investment Management Company, Llc 11
Hemenway Trust Co LLC 11
KC Investment Advisors, LLC 11
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 11
GLOBALT Investments LLC / GA 11
AM Squared Ltd 11
Lantz Financial LLC 11
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 11
MJT & Associates Financial Advisory Group, Inc. 11
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 11
Moseley Investment Management Inc 11
Stonebridge Financial Planning Group, LLC 11
Bernard Wealth Management Corp. 11
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 11
Collective Family Office Llc 11
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 11
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 11
Price Michael F 11
Granite Bay Wealth Management, LLC 11
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 11
Flatrock Wealth Partners LLC 11
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 11
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 11
Country Club Trust Company, n.a. 11
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 11
Peak Financial Advisors Llc 11
Sentinel Pension Advisors Inc 11
Bingham Private Wealth, Llc 11
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 11
Ninety One North America, Inc. 11
Sanctuary Wealth Management, L.L.C. 11
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 11
Team Hewins, LLC 11
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 11
Waterway Wealth Management, LLC 11
Trust Investment Advisors 11
HTLF Bank 11
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 11
Mid-American Wealth Advisory Group, Inc. 11
Campbell Capital Management Inc 11
Bank & Trust Co 11
Annandale Capital, LLC 11
Crestone Asset Management LLC 11
Efficient Advisors, LLC 11
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 11
BRAMX - Blackrock Allocation Target Shares - Bats Series M 11
Radcliffe Capital Management, L.P. 11
Cordoba Advisory Partners LLC 11
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares 11
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 11
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 11
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 11
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 11
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 11
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 11
CQS Cayman LP 11
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 11
Inlet Private Wealth, LLC 11
BlackRock Multi-Sector Opportunities Trust II 11
Maple Capital Management, Inc. 11
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 11
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 11
Fore Research & Management, LP 11
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 11
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 11
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 11
Camden National Bank 11
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 11
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 11
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 11
Usca All Terrain Fund 11
Brightworth 11
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 11
Pinnbrook Capital Management Lp 11
Reston Wealth Management Llc 11
JNL SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 11
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 11
Copperwynd Financial, LLC 11
NB Crossroads Private Markets Access Fund LLC 11
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 11
Rede Wealth, LLC 11
Auxano Advisors, LLC 11
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 11
Wunderlich Capital Managemnt 11
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 11
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 11
denkapparat Operations GmbH 11
Beacon Trust Co 11
St. James Investment Company, LLC 11
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 11
1 North Wealth Services Llc 11
Dixon Mitchell Investment Counsel Inc. 11
Probity Advisors, Inc. 10
Premier Fund Managers Ltd 10
Kettle Hill Capital Management, Llc 10
Riverpoint Wealth Management Holdings, LLC 10
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 10
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 10
Lodestar Investment Counsel Llc/il 10
Catamount Wealth Management 10
Stonehearth Capital Management, LLC 10
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 10
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 10
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 10
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 10
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 10
Gary Goldberg Planning Services Inc 10
Schmidt P J Investment Management Inc 10
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 10
KAMES CAPITAL management Ltd 10
Montag & Caldwell, Llc 10
Old Dominion Capital Management Inc 10
Columbia Funds Variable Series Trust II - Variable Portfolio - Aggressive Portfolio Class 2 10
Kanawha Capital Management Llc 10
NOLVX - Northern Funds - Northern Large Cap Value Fund 10
Peddock Capital Advisors, Llc 10
Kempen Capital Management N.v. 10
Menlo Advisors Llc 10
General Partner, Inc. 10
Oppenheimer Global Multi-asset Income Fund 10
WNY Asset Management, LLC 10
Mfs Special Value Trust 10
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 10
Rooted Wealth Advisors, Inc. 10
Battery Global Advisors, LLC 10
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 10
One + One Wealth Management, Llc 10
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 10
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 10
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 10
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderately Aggressive Portfolio Class 2 10
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 10
Lewis Asset Management, LLC 10
Mondrian Investment Partners LTD 10
John W. Brooker & Co., CPAs 10
Capital Investment Counsel, Inc 10
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderate Portfolio Class 2 10
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 10
Bright Rock Capital Management, Llc 10
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 10
AT Bancorp 10
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 10
GDAFX - GOLDMAN SACHS TRUST - Goldman Sachs Alternative Premia Fund Class A 10
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 10
Financial & Tax Architects, LLC 10
South Shore Capital Advisors 10
Legacy Trust 10
Signet Investment Advisory Group, Inc. 10
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 10
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 10
Dreyfus High Yield Strategies Fund 10
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 10
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 10
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 10
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 10
Seaport Global Asset Management Llc 10
Highwater Wealth Management, LLC 10
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 10
Asset Advisors Corp 10
Patron Partners Advisors, Llc 10
Robbins Farley Llc 10
Telluride Asset Management LLC 10
Twin Lakes Capital Management, LLC 10
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 10
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 10
Cascade Investment Advisors, Inc. 10
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 10
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 10
Riversedge Advisors, Llc 10
Briaud Financial Planning, Inc 10
Minot Wealth Management LLC 10
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 10
Townsend Asset Management Corp /nc/ /adv 10
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 10
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 10
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 10
Portfolio Solutions, LLC 10
Parasol Investment Management, LLC 10
Birch Capital Management, LLC 10
Dohj, Llc 10
Alhambra Investment Partners LLC 10
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 10
Winslow Capital Management, LLC 10
Aperture Investors, LLC 10
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 10
Boussard & Gavaudan Investment Management LLP 10
South Georgia Capital, Llc 10
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 10
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 10
Mizuho Markets Cayman LP 10
Ssga Master Trust 10
DCF Advisers, LLC 10
National Investment Services Inc /wi 10
Soros Capital Management Llc 10
Third Avenue Management Llc 10
PYA Waltman Capital, LLC 10
Liberty All Star Equity Fund 10
KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio 10
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 10
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 10
VGI Partners Ltd 10
Doheny Asset Management /ca 10
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 10
Monaco Asset Management SAM 10
Endex Capital Management Llc 10
Regent Investment Management LLC 10
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 10
William Harris Investors Inc 10
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 10
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 10
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 10
Charles Schwab Investment Advisory, Inc. 10
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 10
Haafor (Singapore) Pte. Ltd. 10
KAMES CAPITAL management Ltd 10
Cambient Family Office, Llc 10
A3 Alternative Credit Fund 10
Old West Investment Management, LLC 10
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 10
Knowledge Leaders Capital, LLC 10
Daiwa SB Investments Ltd. 10
Philadelphia Investment Partners, LLC 10
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 10
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 10
Grassi Investment Management 10
Opseu Pension Plan Trust Fund 10
Deane Retirement Strategies, Inc. 10
Van Cleef Asset Management,Inc 10
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 10
Insight Wealth Partners, LLC 10
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 10
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 10
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 10
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 10
Yeomans Consulting Group, Inc. 10
Hilltop Park Associates LLC 10
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 10
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 10
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 10
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 10
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 10
Axim Planning & Wealth 10
Bessemer Securities Llc 10
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 10
One68 Global Capital, LLC 10
Edge Financial Advisors LLC 10
Wealthstreet Investment Advisors, LLC 10
OAIB - Listed Funds Trust - Teucrium AiLA Long-Short Base Metals Strategy ETF 10
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 10
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 10
Channel Wealth Llc 10
Oppenheimer Capital Income Fund 10
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 10
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 10
Western Asset Mortgage Defined Opportunity Fund Inc. 10
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 10
Fpc Investment Advisory, Inc. 10
International Private Wealth Advisors LLC 10
Rockport Wealth LLC 10
Mad River Investors 10
Moller Financial Services 10
Shapiro Capital Management Llc 10
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 10
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 10
Summit Asset Management, LLC 10
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 10
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 10
Eidelman Virant Capital 10
Summitry Llc 10
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 10
Income Insurance Ltd 10
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 10
Mizuho Securities Co. Ltd. 10
INPPX - Collaborative Investment Series Trust - Preferred - Plus Class A 10
Valiant Capital Management, L.P. 10
Hendershot Investments Inc. 10
Newfound Research LLC 10
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 10
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 10
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 10
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 10
JCIC Asset Management Inc. 10
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 10
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 10
Schneider Downs Wealth Management Advisors, LP 10
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 10
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 10
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 10
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 10
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 10
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 10
Summit Wealth Partners, LLC 10
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 10
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 10
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 10
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 10
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I 10
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 10
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 10
Xcel Wealth Management, LLC 10
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 10
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 10
Mainstream Capital Management LLC 10
Beckerman Institutional, LLC 10
Tcw Alternative Funds 10
Bellecapital International Ltd. 10
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 10
Archetype Wealth Partners 10
Promethium Advisors,llc 10
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 10
WoodTrust Financial Corp 10
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 10
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 10
WUSAX - WANGER ADVISORS TRUST - Wanger USA 10
FirstMerit Bank N A Trustee 10
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 10
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 10
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 10
Myriad Asset Management Ltd. 10
American Assets Investment Management, LLC 10
Indexiq Trust 10
Paragon Private Wealth Management, LLC 10
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 10
Growth Fund Of America 10
Seacliff Capital, Llc 10
Norris Financial Group, LLC 10
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 10
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 10
Brick & Kyle, Associates 10
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 10
Vantage Point Financial LLC 10
BlackRock Funds V - BlackRock Emerging Markets Flexible Dynamic Bond Portfolio Investor A Shares 10
Citizens & Northern Corp 10
ZIG - ETF Series Solutions - The Acquirers Fund 10
Compass Financial Services Inc 10
Gould Asset Management Llc /ca/ 10
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 10
Mogy Joel R Investment Counsel Inc 10
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 10
Wealthcare Capital Partners, LLC 10
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 10
Louisbourg Investments Inc. 10
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 10
Putnam Investors Fund 10
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 10
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 10
Abound Financial, Llc 10
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 10
Violich Capital Management, Inc. 10
Magnolia Private Wealth, LLC 10
Chickasaw Capital Management Llc 10
Amussen Hunsaker Associates Llc 10
JTHAX - SARATOGA ADVANTAGE TRUST - James Alpha Total Hedge Portfolio Class A Shares 10
Ackerman Capital Advisors, LLC 10
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 10
Menora Mivtachim Holdings Ltd. 10
BankChampaign, National Association 10
Mason & Associates Inc 10
Twelve Points Wealth Management LLC 10
Argentarii, LLC 10
Security Financial Services, INC. 10
Aspire Wealth Management Corp 10
Castle Creek Arbitrage, LLC 10
Berkshire Bank 10
Cognios Capital, LLC 10
Vulcan Value Partners, LLC 10
New England Private Wealth Advisors LLC 10
Key Client Fiduciary Advisors, LLC 10
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 10
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF 10
Gabelli Convertible & Income Securities Fund Inc 10
SMITH HAYES Advisers, Inc 10
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 10
Broadway Wealth Solutions, Inc. 10
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 10
Uniting Wealth Partners, LLC 10
Cypress Capital Management Llc 10
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 10
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 10
Camden Asset Management L P /ca 10
NFP Retirement, Inc. 10
Strait & Sound Wealth Management LLC 10
Primark Private Equity Investments Fund 10
Belmont Global Advisors, Inc. 10
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 10
MSH Capital Advisors LLC 10
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 10
Strive Asset Management, LLC 10
Future Fund LLC 10
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 10
Blue Capital, Inc. 10
Coyle Financial Counsel LLC 10
Titleist Asset Management, Ltd. 10
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 10
Topsail Wealth Management, LLC 10
Castlekeep Investment Advisors Llc 10
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 10
Brooklands Fund Management Ltd 10
Sone Capital Management, LLC 10
Meketa Capital, LLC 10
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 10
Minot DeBlois Advisors LLC 10
Parvin Asset Management, LLC 10
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 10
Wealth Advisory Solutions, LLC 10
Meketa Investment Group Inc /adv 10
Apeiron RIA LLC 10
Praetorian PR LLC 10
Adalta Capital Management LLC 10
Investment Management Corp /va/ /adv 10
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 10
First Financial Equity Corporation 10
TAMRO Capital Partners LLC 10
Sendero Wealth Management, LLC 10
Icapital Wealth Llc 10
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 10
BOCHK Asset Management Ltd 10
Suvretta Capital Management, Llc 10
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 10
Eudaimonia Advisors Llc 10
XY Planning Network, Inc. 10
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 10
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 10
Quintet Private Bank (Europe) S.A. 10
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 10
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 10
Maplelane Capital, Llc 10
TFR Capital, LLC. 10
Baxter Bros Inc 10
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 10
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 10
ARGA Investment Management, LP 10
Tableaux Llc 10
Northstar Advisory Group, LLC 10
Piper Sandler & Co. 10
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 10
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 10
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 10
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 10
EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB 10
Overbrook Management Corp 10
Cooper Investors Pty Ltd 10
Mmbg Investment Advisors Co. 10
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 10
Huntleigh Advisors, Inc. 10
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 10
Aspetuck Financial Management LLC 10
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 10
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 10
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 10
Sagefield Capital LP 10
Horizon Funds - HORIZON EXPEDITION PLUS ETF 10
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 10
Mb, Levis & Associates, Llc 10
WFA Asset Management Corp 10
Barnes Wealth Management Group, Inc 10
Pandora Wealth, Inc. 10
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 10
Nokomis Capital, L.L.C. 10
IFS Advisors, LLC 10
Oppenheimer Integrity Funds 10
AQINX - AQR Funds - AQR International Equity Fund Class N 10
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 10
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 10
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 10
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 10
Williams & Novak, LLC 10
Diversified, LLC 10
Henrickson Nauta Wealth Advisors, Inc. 10
Nuveen Nasdaq 100 Dynamic Overwrite Fund 10
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 10
Masso Torrence Wealth Management Inc. 10
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 10
Duquesne Family Office LLC 10
Sarasin & Partners LLP 10
Northcape Wealth Management, Llc 10
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 10
JPLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF 10
Lincoln Capital Corp 10
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 10
Wealth Effects Llc 10
Wealthstream Advisors, Inc. 10
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 10
Toscafund Asset Management LLP 10
Pinpoint Asset Management (Singapore) Pte. Ltd. 10
Argyle Capital Partners, LLC 10
BCS Private Wealth Management, Inc. 10
Aristotle Capital Management, LLC 10
Warren Street Wealth Advisors, LLC 10
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 10
Vista Finance, Llc 10
Morris Retirement Advisors, LLC 10
Petra Financial Advisors Inc 10
TGLMX - TCW FUNDS INC - TCW Total Return Bond Fund I Class 10
Sentinel Group Funds Inc 10
Elevation Series Trust - RiverNorth Patriot ETF 10
Zimmermann Investment Management & Planning Llc 10
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 10
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 10
Fsb Premier Wealth Management, Inc. 10
Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF 10
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 10
Kathleen S. Wright Associates Inc. 10
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 10
Db-x Exchange-traded Funds Inc. 10
Orbitronix, LP 10
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 10
CAMG Solamere Management, LLC 10
Connors Investor Services Inc 10
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 10
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 10
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 10
Munich Reinsurance Co Stock Corp in Munich 10
Clear Street Group Inc. 10
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 10
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 10
Goodwin Daniel L 10
Miller Global Investments, LLC 10
Cooperman Leon G 10
Bpv Family Of Funds 10
aeris Capital Holding GmbH 10
Phillips Wealth Planners LLC 10
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 10
Daytona Street Capital LLC 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 10
ARS Investment Partners, LLC 10
PYELX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Local Bond Fund (Investor Class) 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 10
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 10
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 10
Olstein Capital Management, L.P. 10
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 10
Rogco, Lp 10
Rachor Investment Advisory Services, LLC 10
Affinity Wealth Management Llc 10
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 10
Capital Group Investment Management Pte. Ltd. 10
Physicians Financial Services, Inc. 10
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 10
Evergreen Wealth Solutions, LLC 10
General Electric Co 10
Tran Capital Management, L.p. 10
Bryn Mawr Capital Management Inc 10
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 10
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 10
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 10
Fideuram - Intesa Sanpaolo Private Banking S.p.a. 10
Financial Management Network Inc 10
Eagle Growth & Income Opportunities Fund 10
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 10
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 10
Arbor Investment Advisors, LLC 10
Lokken Investment Group LLC 10
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 10
Hgk Asset Management Inc 10
IAM Advisory, LLC 10
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 10
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 10
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 10
TNMAX - 1290 Funds - 1290 Multi-Alternative Strategies Fund Class A 10
Efficient Market Advisors, LLC 10
Geller Advisors LLC 10
CWSDX - Chartwell Funds - Chartwell Short Duration Bond Fund 10
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 10
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 10
Riverpark Capital Management Llc 10
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 10
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 10
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 10
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 10
Alvarez & Marsal Private Wealth Partners, LLC 10
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 10
Montis Financial, LLC 10
Focused Alpha, Llc 10
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 10
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 10
Dockside LLC 10
US Asset Management LLC 10
Westco Advisory Services Inc /adv 10
Renasant Bank 10
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 10
JMN Financial LLC 10
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 10
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 10
New Potomac Partners, LLC 10
Blackstone / Gso Long-short Credit Income Fund 10
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 10
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 10
Washington Capital Management Inc 10
Hartree Partners, LP 10
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 10
Forefront Analytics, LLC 10
Bck Capital Management Lp 10
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 10
Harbor Financial Services, Llc 10
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 10
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 10
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 10
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 10
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 10
Spectrum Financial Alliance Ltd LLC 10
J Arnold Wealth Management Co 10
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 10
GLBNX - Managed Portfolio Series - Great Lakes Bond Fund Institutional Class Shares 10
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 10
Eaton Vance Tax-managed Buy-write Opportunities Fund 10
Trust Co Of Oklahoma 10
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 10
Gradient Capital Advisors, LLC 10
B&D White Capital Company, LLC 10
Lcnb Corp 10
Distillate Capital Partners LLC 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 10
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 10
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 10
Benchmark Financial Wealth Advisors, LLC 10
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 10
Scott & Selber, Inc. 10
SummerHaven Investment Management, LLC 10
Friess Associates Llc 10
Capital Growth Management Lp 10
Simplify Asset Management Inc. 10
Cornerstone Financial Partners, LLC 10
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 10
Algebris (uk) Ltd 10
Bainco International Investors 10
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 10
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 10
Andromeda Capital LLC 10
WBLNX - WILLIAM BLAIR FUNDS - William Blair Low Duration Fund Class N 10
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 10
ERTS Wealth Advisors, LLC 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Intermediate-Term Municipal Bond Portfolio Institutional Class Shares 10
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 10
Orleans Capital Management Corp/la 10
Ade, Llc 10
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 10
Lgt Capital Partners Ltd. 10
Semus Wealth Partners LLC 10
Flagship Private Wealth, LLC 9
CacheTech Inc. 9
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 9
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 9
Western Asset Corporate Loan Fund Inc. 9
GGM Financials LLC 9
Canandaigua National Trust Co of Florida 9
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 9
Fusion Capital, LLC 9
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 9
Amarillo National Bank 9
Evanston Investments, Inc., dba Evanston Advisors 9
Blackrock Floating Rate Income Trust 9
Connective Capital Management, LLC 9
Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund 9
Gateway Advisory, LLC 9
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 9
Context Capital Funds 9
Saxony Capital Management, LLC 9
Senvest Management, LLC 9
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 9
Corundum Group, Inc. 9
Exane Asset Management 9
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 9
Blackstone / Gso Strategic Credit Fund 9
Verus Financial Partners, Inc. 9
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 9
Barlow Wealth Partners, Inc. 9
Peoples Bank/KS 9
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 9
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 9
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 9
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 9
Alerus Investment Advisors Corp 9
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 9
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 9
Sphinx Trading, Lp 9
Carnegie Lake Advisors LLC 9
Delta Financial Group, Inc. 9
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 9
Cove Street Capital, LLC 9
Locust Wood Capital Advisers, Llc 9
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 9
Monetta Financial Services Inc 9
Elevatus Welath Management 9
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 9
Torray Llc 9
Beacon Pointe Wealth Advisors, Llc 9
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 9
Par Capital Management Inc 9
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares 9
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 9
Sterling Investment Counsel, LLC 9
NovaPoint Capital, LLC 9
Sylvest Advisors, LLC 9
Fiduciary Planning LLC 9
VMAX - Lattice Strategies Trust - Hartford US Value ETF 9
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 9
Stirlingshire Investments, Inc. 9
Armor Advisors, L.l.c. 9
Vanguard Specialized Funds 9
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 9
Western Financial Corp/CA 9
MIDSX - Midas Series Trust - Midas Fund 9
Torno Capital, Llc 9
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 9
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 9
Principled Equity Market Fund 9
Connacht Asset Management LP 9
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 9
Detalus Advisors, LLC 9
RiverPoint Capital Management, LLC 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 9
Blue Granite Capital, LLC 9
Adell Harriman & Carpenter Inc 9
Blue Edge Capital, LLC 9
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 9
Sfam, Llc 9
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 9
Gleason Group, Inc. 9
BARING ASSET MANAGEMENT Ltd 9
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 9
Ayalon Holdings Ltd. 9
Reynders McVeigh Capital Management, LLC 9
Wall Street Associates 9
TT International Asset Management LTD 9
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 9
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 9
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 9
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 9
Kodai Capital Management LP 9
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 9
Viawealth, Llc 9
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares 9
Magellan Asset Management Ltd 9
Bright Futures Wealth Management, LLC. 9
DSAM Partners (London) Ltd 9
Swift Run Capital Management, LLC 9
Cullen Investment Group, Ltd. 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 9
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 9
Contrarius Investment Management Ltd 9
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 9
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 9
Sentry Investments Corp. 9
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 9
Everest Financial Group LLC 9
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 9
BLUX - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Dynamic Total Market ETF 9
Hutchens Investment Management Inc 9
Blueprint Financial Advisors LLC 9
Centennial Wealth Advisory LLC 9
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 9
KG&L Capital Management,LLC 9
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 9
Merkkuri Wealth Advisors LLC 9
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 9
Isi Strategy Fund Inc 9
VVMCX - VALIC Co I - Mid Cap Value Fund 9
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 9
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A 9
Seminole Management Co., Inc. 9
Eaton Vance Enhanced Equity Income Fund 9
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 9
JS Capital Management LLC 9
Jnl Series Trust - Jnl/wmc Value Fund (a) 9
Seven Post Investment Office LP 9
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 9
Fagan Associates, Inc. 9
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 9
Maryland Capital Advisors Inc. 9
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 9
Spouting Rock Asset Management, LLC 9
Marathon Asset Management Llp 9
NDVR, Inc. 9
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 9
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 9
Jackson Square Partners, LLC 9
Kercheville Advisors, LLC 9
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 9
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 9
Ferguson Shapiro LLC 9
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 9
Peterson Wealth Services 9
Rikoon Group, LLC 9
MCRO - IndexIQ ETF Trust - IQ Hedge Macro Tracker ETF 9
MFCPX - M FUND INC - M Capital Appreciation Fund 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 9
Addenda Capital Inc. 9
Salient Capital Advisors, LLC 9
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 9
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 9
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 9
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 9
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 9
Hall Kathryn A. 9
Legacy Wealth Partners, Inc. 9
Knott David M Jr 9
Columbia Funds Variable Series Trust II - Variable Portfolio - Conservative Portfolio Class 4 9
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 9
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 9
Canyon Capital Advisors Llc 9
Canopy Partners, LLC 9
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 9
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 9
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 9
Aft, Forsyth & Sober, LLC 9
Lazari Capital Management, Inc. 9
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 9
Delta Accumulation, LLC 9
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 9
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 9
TrueWealth Advisors, LLC 9
FSA Advisors, Inc. 9
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 9
A4 Wealth Advisors LLC 9
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderately Conservative Portfolio Class 2 9
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 9
Innova Wealth Partners 9
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 9
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 9
PBMares Wealth Management LLC 9
Presidio Capital Management, LLC 9
Schnieders Capital Management, Llc. 9
Fountainhead AM, LLC 9
Lord Abbett Developing Growth Fund, Inc. 9
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 9
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 9
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 9
Putnam Funds Trust - Putnam Mortgage Opportunities Fund Class I 9
Miller Capital Partners, Inc. 9
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio I 9
Andina Capital Management, LLC 9
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 9
First Affirmative Financial Network 9
James Hambro & Partners 9
Vista Investment Partners Llc 9
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 9
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 9
Watts Gwilliam & Co., LLC 9
QALTX - Advisors Preferred Trust - Quantified Alternative Investment Fund Investor Class Shares 9
LifeSteps Financial, Inc. 9
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 9
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 9
Manske Wealth Management 9
Green Owl Capital Management, LLC 9
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 9
Holderness Investments Co 9
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 9
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 9
Clarus Group, Inc. 9
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 9
Weatherly Asset Management L. P. 9
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 9
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 9
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 9
Capital Advantage, Inc. 9
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 9
Keystone Financial Planning, Inc. 9
Family Legacy Financial Solutions, LLC 9
Fidelity Oxford Street Trust II - Fidelity Commodity Strategy Central Fund 9
Smith Anglin Financial, LLC 9
First Western Trust Bank 9
Cadence Bank Na 9
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 9
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 9
TERIX - Investment Managers Series Trust II - All Terrain Opportunity Fund Institutional Class 9
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 9
First National Bank of Hutchinson 9
New Covenant Trust Company, N.A. 9
Five Oceans Advisors 9
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 9
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF 9
Blue Sparrow, LLC /DE 9
Auxier Asset Management 9
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 9
PUTNAM VARIABLE TRUST - Putnam VT Mortgage Securities Fund Class IA Shares 9
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 9
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 9
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 9
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 9
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 9
Karpas Strategies, Llc 9
Central Valley Advisors, Llc 9
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class 9
Indices-Pac Research Corp. 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 9
FLDBX - Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 9
Affiance Financial, LLC 9
Entrustpermal Partners Offshore Lp 9
DORCHESTER WEALTH MANAGEMENT Co 9
Delta Global Management LP 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 9
Bancroft Fund Ltd 9
Wealthquest Corp 9
Titus Wealth Management 9
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 9
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 9
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 9
Alan B. Lancz & Associates, Inc. 9
Umpqua Bank 9
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 9
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 9
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 9
Blackrock Floating Rate Income Strategies Fund, Inc. 9
Odey Asset Management Group Ltd 9
Fractal Investments LLC 9
Meru Capital Group, LP 9
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 9
Symons Capital Management Inc 9
Valley Brook Capital Group, Inc. 9
JACKSON VARIABLE SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 9
United Bank 9
CADTX - Starboard Investment Trust - Cavalier Adaptive Income Fund Institutional Class Shares 9
Morgens Waterfall Vintiadis & Co Inc 9
Kaufman Rossin Wealth, LLC 9
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 9
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 9
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 9
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 9
Sona Asset Management (us) Llc 9
OPTIMAS CAPITAL Ltd 9
Brandes Investment Partners, Lp 9
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 9
Trivant Custom Portfolio Group, LLC 9
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 9
49 Wealth Management, Llc 9
Archer Investment Management, LLC 9
FIFGX - FIDELITY OXFORD STREET TRUST - Fidelity SAI Inflation-Focused Fund 9
Tempo Wealth, LLC 9
Berry Street Capital Management LLP 9
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 9
Lederer & Associates Investment Counsel/ca 9
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 9
Capital Markets Trading UK LLP 9
Crow Point Global Dividend Plus Fund 9
Jasper Ridge Partners, L.P. 9
Brian Low Financial Group, Llc 9
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 9
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 9
Eaton Vance Risk-managed Diversified Equity Income Fund 9
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 9
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 9
Garnet Equity Capital Holdings, Inc. 9
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 9
Decatur Capital Management, Inc. 9
Genesis Financial Group, LLC 9
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 9
Factorial Partners, Llc 9
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 9
TruWealth Advisors, LLC 9
Heritage Wealth Management, Inc. 9
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 9
JGP Global Gestao de Recursos Ltda. 9
Advanced Portfolio Management, LLC 9
Tounjian Advisory Partners, Llc 9
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 9
Adirondack Retirement Specialists, Inc. 9
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 9
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 9
Concorde Financial Corp 9
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 9
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 9
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 9
Sentinel Variable Products Trust 9
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 9
Fs Credit Income Fund 9
MidWestOne Financial Group, Inc. 9
FLC Capital Advisors 9
NCP Inc. 9
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 9
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 9
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 9
Mathes Company, Inc. 9
Syntax Research, Inc. 9
Cypress Wealth Advisors LLC 9
Pioneer High Income Trust 9
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 9
Three Seasons Wealth, LLC 9
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 9
Blue Rock Advisors, LLC 9
Davlin Philanthropic Funds 9
Augustine Asset Management Inc 9
Stenger Family Office, LLC 9
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 9
Ceros Financial Services Inc. 9
RHS Financial, LLC 9
Sadoff Investment Management Llc 9
Lomas Capital Management, LLC 9
Old Port Advisors 9
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 9
GKV Capital Management Co., Inc. 9
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 9
Moab Capital Partners LLC 9
Henderson Global Funds 9
Logan Stone Capital, LLC 9
Bensler, LLC 9
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 9
Lummis Asset Management, LP 9
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 9
Pier Capital, LLC 9
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 9
Foguth Wealth Management, LLC. 9
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 9
Penseco Financial Services Corp 9
Norwood Financial Corp 9
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 9
American Asset Management Inc. 9
EVGBX - Evermore Funds Trust - Evermore Global Value Fund Investor Class 9
Lafayette Investments, Inc. 9
VCIGX - VALIC Co I - Dividend Value Fund 9
Anderson Financial Strategies, LLC 9
Texas Bank & Trust Co 9
Penbrook Management LLC 9
GraniteShares Advisors LLC 9
Strategies Wealth Advisors, LLC 9
IFC Advisors LLC 9
Lane & Associates LLC 9
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 9
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 9
Argus Investors' Counsel, Inc. 9
Julex Capital Management, Llc 9
Grant Private Wealth Management Inc 9
DWAT - Arrow Investments Trust - Arrow DWA Tactical ETF 9
Community Capital Management, Inc. 9
Duncan Williams Asset Management, LLC 9
Capital Advisors Wealth Management, LLC 9
Congress Park Capital LLC 9
Kentucky Trust Co 9
Advanced Series Trust - Ast High Yield Portfolio 9
Legg Mason Asset Management (Japan) Co., Ltd. 9
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 9
Genus Capital Management Inc. 9
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 9
Andrew Hill Investment Advisors, Inc. 9
Papp L Roy & Associates 9
Atlas Legacy Advisors, LLC 9
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I 9
Walsh & Associates, LLC 9
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 9
Cowen Investment Management LLC 9
Lodestar Private Asset Management Llc 9
Magnolia Wealth Management, LLC 9
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 9
Putnam High Income Securities Fund 9
Joule Financial, LLC 9
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 9
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 9
PLVTX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS International Fund Institutional Class 9
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 9
Heritage Oak Wealth Advisors Llc 9
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 9
Gf Fund Management Co. Ltd. 9
OHSDX - RBB FUND, INC. - Oakhurst Short Duration Bond Fund Institutional Shares 9
PKS Advisory Services, LLC 9
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 9
Voss Capital, LLC 9
Capital World Growth & Income Fund 9
Syquant Capital Sas 9
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 9
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 9
Cottage Street Advisors LLC 9
Jordan Park Group LLC 9
Mountain Hill Investment Partners Corp. 9
Cannell Capital Llc 9
Spinnaker Investment Group, LLC 9
Peak Retirement Planning, Inc. 9
Farr Miller & Washington Llc/dc 9
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 9
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 9
Pembroke Management, LTD 9
Summit Financial Group, Inc. 9
Motley Fool Wealth Management, LLC 9
Pennsylvania Capital Management Inc /adv 9
Lazard Freres Gestion S.A.S. 9
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 9
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 9
Eaton Vance Tax-managed Diversified Equity Income Fund 9
Intellus Advisors LLC 9
White Pine Capital Llc 9
Fortaleza Asset Management Inc/ 9
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 9
Scott Marsh Financial, LLC 9
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 9
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 9
BlueChip Wealth Advisors LLC 9
Steadfast Capital Management Lp 9
Winslow Asset Management Inc 9
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 9
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 9
XY Capital Ltd 9
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 9
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 9
VCI Wealth Management LLC 9
Legacy Edge Advisors, LLC 9
B&l Asset Management Llc 9
Ables, Iannone, Moore & Associates, Inc. 9
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 9
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 9
KPP Advisory Services LLC 9
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 9
Sutton Place Investors Llc 9
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 9
Border to Coast Pensions Partnership Ltd 9
Zevin Asset Management Llc 9
Oregon Pacific Wealth Management, LLC 9
Nippon Life Global Investors Americas, Inc. 9
Smith & Howard Wealth Management, LLC 9
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 9
Ballast Rock Private Wealth LLC 9
Stonebridge Capital Management Inc 9
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 9
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 9
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 9
Lattice Strategies LLC 9
Wills Financial Group, Inc. 9
Aviso Wealth Management 9
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 9
Total Wealth Planning & Management, Inc. 9
Advantage Trust Co 9
Cushing Capital Partners, LLC 9
Jnl Strategic Income Fund Llc 9
Wallace Capital Management Inc. 9
Forza Wealth Management, LLC 9
Wealth High Governance Capital Ltda 9
Vista Investment Partners Ii, Llc 9
Riverbend Wealth Management, LLC 9
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 9
Davidson & Garrard Inc 9
Cortina Asset Management, LLC 9
Argent Financial Group, Inc. 9
Tiemann Investment Advisors, Llc 9
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 9
Foresight Wealth Management, LLC 9
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 9
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 9
Ruane, Cunniff & Goldfarb Inc 9
Brio Consultants, LLC 9
Quantum Private Wealth, LLC 9
Ifrah Financial Services, Inc. 9
Lee Capital Management LP 9
Collaborative Wealth Managment Inc. 9
Mill Capital Management, LLC 9
Trivest Advisors Ltd 9
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 9
Virginia Wealth Management Group, Inc. 9
PACIFIC SELECT FUND - Growth Portfolio Class I 9
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 9
Purkiss Capital Advisors LLC 9
Arvest Investments, Inc. 9
Bradley & Co. Private Wealth Management, LLC 9
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 9
Lakewood Asset Management LLC 9
Gibraltar Capital Management, Inc. 9
Richard P Slaughter Associates Inc 9
GMEZX - GuideStone Funds - Impact Equity Fund Investor 9
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 9
Holistic Planning, LLC 9
WMKGX - WESMARK FUNDS - WesMark Growth Fund 9
Guidance Capital, Inc 9
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 9
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 9
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 9
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 9
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 9
Optivise Advisory Services LLC 9
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 9
Oak Harvest Investment Services 9
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund 9
Burford Brothers, Inc. 9
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 9
Omega Advisors Inc. 9
Jet Capital Investors L P 9
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 9
Board of the Pension Protection Fund 9
Red Cedar Investment Management, Llc 9
Regents Of The University Of California 9
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 9
McGowan Group Asset Management, Inc. 9
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 9
Paladin Advisory Group, LLC 9
Natural Investments, Llc 9
M1 Capital Management LLC 9
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 9
Paragon Wealth Strategies, LLC 9
Mfs Intermediate High Income Fund 9
Brant Point Investment Management Llc 9
Intesa Sanpaolo S.p.a. 9
YieldStreet Prism Fund Inc. 9
Convergent Wealth Advisors 9
SEMMX - ADVISORS SERIES TRUST - Semper MBS Total Return Fund Institutional Class 9
Silverleafe Capital Partners, LLC 9
Endowment Wealth Management, Inc. 9
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 9
PIMCO Access Income Fund 9
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 9
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 9
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 9
Point View Wealth Management, Inc. 9
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 9
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 9
Inspire Trust Co, N.a. 9
Bank Pictet & Cie (asia) Ltd 9
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A 9
PXBAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM International Bond Fund Class A 9
Breed's Hill Capital LLC 9
Cahaba Wealth Management, Inc. 9
Cura Wealth Advisors, Llc 8
UVDV - Spinnaker ETF Series - UVA Dividend Value ETF 8
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 8
Curbstone Financial Management Corp 8
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 8
Atalanta Sosnoff Capital, Llc 8
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 8
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 8
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 8
Pingora Partners LLC 8
Crux Wealth Advisors 8
Generation Capital Management LLC 8
Wimmer Associates 1, Llc 8
PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 8
Kraematon Investment Advisors, Inc 8
Franklin, Parlapiano, Turner & Welch, LLC 8
RFG - Bristol Wealth Advisors, LLC 8
GMSAX - GOLDMAN SACHS TRUST - Goldman Sachs Managed Futures Strategy Fund Class A 8
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 8
Conquis Financial Llc 8
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 8
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 8
Taurus Asset Management, Llc 8
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 8
LaFleur & Godfrey LLC 8
OneAscent Family Office, LLC 8
Mitsubishi UFJ Asset Management (UK) Ltd. 8
EMC Capital Management 8
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 8
Lonestar Capital Management LLC 8
Sava Infond d.o.o. 8
Falcon Point Capital, Llc 8
Smith Chas P & Associates Pa Cpas 8
Parr Mcknight Wealth Management Group, Llc 8
Eaton Vance Tax-managed Global Diversified Equity Income Fund 8
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 8
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 8
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 8
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 8
Vienna Asset Management LLC 8
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 8
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 8
Sunbeam Capital Management, LLC 8
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 8
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 8
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 8
Financially Speaking Inc 8
Ccg Wealth Management, Llc 8
Quattro Financial Advisors Llc 8
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 8
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 8
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 8
Jacobsen Capital Management 8
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 8
Stadion Money Management, LLC 8
Lipe & Dalton 8
Vantage Financial Partners, LLC 8
Delta Lloyd Asset Management N.v. 8
united american securities inc. (d/b/a uas asset management) 8
Guinness Atkinson Asset Management Inc 8
Abbot Financial Management, Inc. 8
Prosperity Financial Group, Inc. 8
Meixler Investment Management, Ltd. 8
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 8
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 8
Values First Advisors, Inc. 8
Schrum Private Wealth Management LLC 8
Girard Securities, Inc. 8
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 8
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 8
Wellesley Asset Management 8
Ramiah Investment Group 8
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 8
Quantum Capital Management, LLC / NJ 8
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 8
Seaport Global Advisors, LLC 8
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 8
ABASX - AB TRUST - AB Discovery Value Fund Class A 8
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 8
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 8
Permanent Capital Management, LP 8
Forbes J M & Co Llp 8
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 8
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 8
GVO Asset Management Ltd 8
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 8
Miramar Capital, LLC 8
Bravias Capital Group, LLC 8
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 8
Incline Global Management LLC 8
Fidelity Multi-Strategy Credit Fund 8
First Niagara Bank 8
Kraft, Davis & Associates, LLC 8
Comprehensive Money Management Services LLC 8
FCG Investment Co 8
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 8
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 8
WealthTrust Axiom LLC 8
GRRIX - SARATOGA ADVANTAGE TRUST - James Alpha Macro Portfolio Class I Shares 8
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 8
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 8
WESCAP Management Group, Inc. 8
Criterion Capital Advisors, Llc 8
Gs Investments, Inc. 8
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 8
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 8
Lorber David A 8
FOMO - Collaborative Investment Series Trust - FOMO ETF 8
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 8
Impact Investors, Inc 8
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 8
TCW ETF Trust - TCW Corporate Bond ETF 8
CapitalatWork S.A. 8
Midwest Capital Advisors, LLC 8
Ada Investment Management, LP 8
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 8
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 8
Leo H. Evart, Inc. 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 8
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 8
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 8
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 8
Avaii Wealth Management, Llc 8
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 8
Compass Capital Corp /ma/ /adv 8
Compass Planning Associates Inc 8
TB Alternative Assets Ltd. 8
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 8
Afam Capital, Inc. 8
Capital & Planning, Llc 8
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 8
Fenimore Asset Management Inc 8
MML Series Investment Fund II - MML Asset Momentum Fund Class II 8
Pring Turner Capital Group Inc 8
WMG Financial Advisors, LLC 8
Van Leeuwen & Company, LLC 8
Asset Planning,Inc 8
S. R. Schill & Associates 8
Marion Wealth Management 8
MXMCX - GREAT-WEST FUNDS INC - Great-West Ariel Mid Cap Value Fund Investor Class 8
Family Legacy, Inc. 8
Dunvegan Associates, Inc. 8
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 8
Ritter Daniher Financial Advisory, Llc 8
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 8
Money Design Co.,Ltd. 8
Fairvoy Private Wealth, LLC 8
Curat Global, LLC 8
LVZ Advisors, Inc. 8
Cohanzick Management, Llc 8
Guardian Point Capital, Lp 8
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 8
TCNBX - FundVantage Trust - Ambrus Tax-Conscious National Bond Fund Institutional Class 8
Polen Capital Management Llc 8
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 8
Good Steward Wealth Advisors,LLC 8
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 8
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 8
Jd Capital Management Llc 8
Harding Loevner Lp 8
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 8
Mason Capital Management Llc 8
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 8
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 8
PMC FIG Opportunities LLC 8
Scharf Investments, Llc 8
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 8
KLCM Advisors, Inc. 8
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 8
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 8
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 8
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 8
LifePlan Investment Advisors, Inc. 8
MFA Wealth Services 8
Kavilco Inc/wa/ 8
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 8
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 8
Toews Corp /adv 8
Cyrus J. Lawrence, LLC 8
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund 8
Folger Nolan Fleming Douglas Capital Management, Inc 8
Fisher Funds Management LTD 8
MKT Advisors LLC 8
FYHTX - FIDELITY OXFORD STREET TRUST - Fidelity Commodity Strategy Fund 8
Legg Mason Bw Global Income Opportunities Fund Inc. 8
Founders Grove Wealth Partners, Llc 8
Allium Financial Advisors, Llc 8
Miller/howard High Income Equity Fund 8
Franklin Ltd Duration Income Trust 8
One Wealth Capital Management, Llc 8
Strathmore Capital Advisors, Inc. 8
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 8
Secured Retirement Advisors, Llc 8
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio 8
BKA Wealth Consulting, Inc. 8
White Lighthouse Investment Management Inc. 8
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 8
Golden Green, Inc. 8
Blackrock Enhanced Capital & Income Fund, Inc. 8
Z3 Capital Partners, LLC 8
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 8
FFG Partners, LLC 8
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 8
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 8
Forefront Wealth Partners, LLC 8
Nicola Wealth Management Ltd. 8
MSD Partners, L.P. 8
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 8
CG Asset Management LLC 8
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 8
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 8
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 8
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 8
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund 8
Commons Capital, Llc 8
Caldwell Investment Management Ltd. 8
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 8
TSA Wealth Managment LLC 8
Charles Schwab Trust Co 8
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 8
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 8
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 8
Delek Group, Ltd. 8
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 8
Range Financial Group LLC 8
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 8
Spartan Fund Management Inc. 8
Dividend Builder Portfolio 8
Highfields Capital Management Lp 8
Spearhead Capital Advisors, Llc 8
Messner & Smith Theme Value Investment Management Ltd /ca/ 8
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 8
Quartz Partners, LLC 8
O'Brien Greene & Co. Inc 8
Parameter Capital Management LLC 8
Paralel Advisors LLC 8
Concord Asset Management, LLC/VA 8
Ellsworth Growth & Income Fund Ltd 8
Taylor Frigon Capital Management LLC 8
Proactive Wealth Strategies LLC 8
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 8
Akre Capital Management Llc 8
Unison Advisors LLC 8
ZPR Investment Management 8
Claris Financial LLC 8
Goldstone Financial Group, LLC 8
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 8
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 8
CAPTX - Capitol Series Trust - Canterbury Portfolio Thermostat Fund Institutional Shares 8
Gratia Capital, Llc 8
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 8
Boulder Hill Capital Management Lp 8
Axecap Investments, LLC 8
Finer Wealth Management, Inc. 8
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 8
Pt Asset Management, Llc 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 8
Deutsche Value Series, Inc 8
von Borstel & Associates, Inc. 8
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 8
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 8
Pettyjohn, Wood & White, Inc 8
Massachusetts Mutual Life Insurance Co 8
Port Capital LLC 8
Strategic Investment Management, Llc 8
Tandem Investment Advisors, Inc. 8
Code Waechter LLC 8
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 8
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 8
Large-cap Value Portfolio 8
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 8
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 8
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 8
Birchcreek Wealth Management, LLC 8
Stiles Financial Services Inc 8
Alta Fundamental Advisers LLC 8
Credential Securities Inc. 8
Marietta Investment Partners Llc 8
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 8
Sagil Capital Llp 8
Howard Capital Management Group, LLC 8
Bronson Point Management LLC 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 8
New Vernon Investment Management Llc 8
Argent Trust Co 8
Clifford Group, LLC 8
Bannerstone Capital Management, LLC 8
Capstone Triton Financial Group, LLC 8
Cazenove Capital Management Ltd 8
Farmer Steven Patrick 8
Putnam Fund For Growth & Income 8
Carson Advisory Inc. 8
Highline Capital Management, L.p. 8
Longview Financial Advisors LLC 8
Security Asset Management 8
Panoramic Investment Advisors, Llc 8
Board of Trustees of The Leland Stanford Junior University 8
Hedges Asset Management LLC 8
Syntegra Private Wealth Group, LLC 8
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 8
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 8
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 8
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 8
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 8
Nuveen Quality Preferred Income Fund 8
Hall Capital Management Co Inc 8
Oppenheimer Equity Fund 8
Baltimore-Washington Financial Advisors Inc. 8
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 8
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 8
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 8
Capital Counsel Llc/ny 8
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 8
Coulter & Justus Financial Services, LLC 8
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 8
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 8
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 8
Dalton Investments LLC 8
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 8
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 8
Zions Trust, National Association 8
Sweet Financial Partners, LLC 8
Littlejohn & Co Llc 8
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 8
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 8
Seven Bridges Advisors LLC 8
Hardin Capital Partners, LLC 8
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 8
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 8
Satuit Capital Management Trust 8
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 8
Falcon Wealth Planning 8
Brighthouse Funds Trust II - MFS Value Portfolio Class A 8
Chris Bulman Inc 8
Mirae Asset Securities (usa) Inc. 8
Lester Murray Antman dba SimplyRich 8
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 8
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 8
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 8
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 8
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 8
A. D. Beadell Investment Counsel, Inc. 8
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 8
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 8
WealthPoint Financial, LLC 8
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 8
Private Capital Management Inc 8
Sharp Financial Services, LLC 8
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 8
Egerton Capital (UK) LLP 8
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 8
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 8
Eaton Vance Tax-managed Buy-write Income Fund 8
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 8
Calvert Impact Fund Inc 8
Providence Wealth Advisors, LLC 8
MPLY - Strategy Shares - MONOPOLY ETF 8
My Portfolio Guide, LLC 8
M. Kulyk & Associates, LLC 8
Carleon Capital Partners LLC 8
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 8
GMODX - GMO TRUST - GMO Opportunistic Income Fund Class VI 8
Yahoo Inc 8
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF 8
BERIX - Chartwell Funds - Berwyn Income Fund 8
Carl Domino Inc 8
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 8
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 8
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 8
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 8
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 8
W Advisors, Llc 8
Washburn Capital Management, Inc. 8
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 8
Lineweaver Wealth Advisors, LLC 8
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 8
Horizons Wealth Management 8
Black Maple Capital Management LP 8
Sonoma Allocations LLC 8
Bks Advisors, Llc 8
Tred Avon Family Wealth, Llc 8
Evergreen Private Wealth LLC 8
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 8
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 8
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 8
Aegis Financial Corp 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2024 8
Weaver Capital Management LLC 8
Platinum Investment Management Ltd 8
TradeLink Capital LLC 8
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 8
First Trust Mortgage Income Fund 8
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 8
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 8
First County Bank /CT/ 8
Nair Vinay 8
Knott David M 8
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 8
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 8
Kirtland Hills Capital Management, Llc 8
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 8
Jabodon Pt Co 8
Investment Research Partners LLC 8
LJI Wealth Management, LLC 8
Severin Investments, LLC 8
Saranac Partners Ltd 8
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 8
Coordinated Financial Services, Inc./CO 8
Sherman Porfolios, Llc 8
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 8
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 8
Sicart Associates LLC 8
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 8
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 8
Delta Financial Advisors Llc 8
Clear Trail Advisors, LLC 8
Second Half Financial Partners, LLC 8
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 8
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 8
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 8
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 8
Adams Asset Advisors, LLC 8
Dorato Capital Management 8
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 8
First Citizens Financial Corp 8
Integral Investment Advisors, Inc. 8
Oppenheimer Dividend Opportunity Fund 8
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 8
Buffalo Business & Estate Services Ltd 8
KM Capital Management Ltd. 8
Chartwell Investment Partners/pa 8
Consultiva Wealth Management, Corp. 8
St. Louis Trust Co 8
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 8
Signia Capital Management Llc 8
Red Reef Advisors Llc 8
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 8
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 8
Putnam Master Intermediate Income Trust 8
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 8
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 8
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 8
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 8
Ironwood Investment Management Llc 8
Grant Street Asset Management, Inc. 8
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 8
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 8
IronBridge Capital Management LP 8
Stone Ridge Trust Iii 8
Adams Hall Wealth Advisors, LLC 8
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 8
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 8
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 8
Goldstein Advisors, LLC 8
High Point Wealth Management, LLC 8
Family Wealth Group, LLC 8
Portfolio Strategies Inc 8
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 8
Essential Planning, LLC. 8
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 8
Am Investment Strategies Llc 8
Marest Capital, LLC 8
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 8
Drexel Morgan & Co. 8
Invictus Private Wealth, Llc 8
Sun Financial Inc 8
Three Bridge Wealth Advisors, LLC 8
Grisanti Capital Management LLC 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 8
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 8
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 8
Hartwell J M Limited Partnership 8
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 8
TKG Advisors, LLC 8
Whetstone Capital Advisors, LLC 8
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 8
Banced Corp 8
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A 8
United Income, Inc. 8
WealthTrust Asset Management, LLC 8
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 8
Millennium Capital Advisors, LLC 8
Left Brain Wealth Management, LLC 8
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 8
Paulson & Co. Inc. 8
Parker Investment Management, LLC 8
Drw Securities, L.l.c. 8
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 8
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 8
Northbridge Financial Group, Llc 8
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 8
Mitchell Sinkler & Starr/pa 8
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 8
Elk River Wealth Management, LLC 8
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 8
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 8
RBB FUND, INC. - Aquarius International Fund 8
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 8
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 8
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 8
Private Asset Management Inc 8
Carlson Capital Management 8
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 8
Expressive Wealth LLC 8
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 8
Affinity Capital Advisors, LLC 8
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 8
Eurizon SLJ Capital Ltd 8
Sandell Asset Management Corp 8
COFG Advisors, LLC 8
Lansdowne Partners Limited Partnership 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 8
Clearline Capital LP 8
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 8
Winmill & Co. Inc 8
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 8
Skba Capital Management Llc 8
Colony Family Offices, LLC 8
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 8
Moreno Evelyn V 8
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 8
Muhlenkamp & Co Inc 8
Davidson Trust Co 8
Claymore Exchange-traded Fund Trust 2 8
Hershey Trust Co 8
Lvm Capital Management Ltd/mi 8
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 8
Ken Stern & Associates, Inc. 8
Elwood & Goetz Wealth Advisory Group, LLC 8
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 8
300 North Capital, Llc 8
Signet Private Wealth LLC 8
Oppenheimer Corporate Bond Fund 8
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 8
EagleClaw Capital Managment, LLC 8
Sound Financial Strategies Group, LLC 8
Signet Management Usa, Llc 8
Aberdeen Wealth Management LLC 8
KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio 8
Asset Advisory Group, Inc. 8
Alpine Partners USVI, LLC 8
PENN SERIES FUNDS INC - Large Growth Stock Fund 8
Wildcat Capital Management, LLC 8
Saddle Road Partners, LLC 8
Badgley Phelps & Bell Inc 8
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 8
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 8
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 8
Retirement Income Solutions, Inc 8
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 8
UMNIX - LAZARD FUNDS INC - Lazard US Short Duration Fixed Income Portfolio Institutional Shares 8
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 8
Concentrum Wealth Management 8
Culbertson A N & Co Inc 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 8
FNTEX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Finance Fund 8
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 8
17 Capital Partners, Llc 8
Intercapital, Llc 8
PRIPX - T. Rowe Price Inflation Protected Bond Fund, Inc. - T. Rowe Price Inflation Protected Bond Fund, Inc. 8
Loudon Investment Management, LLC 8
Cedar Hill Associates, Llc 8
FSTQX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Developed Markets Bond Index Fund 8
Watson Rebecca 8
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 8
Sandhill Capital Partners LLC 8
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 8
Regimen Wealth, Llc 8
Fund Advisors of America Inc/FL 8
Silver Grove Financial Group, Inc. 8
Wellesley Investment Partners, LLC 8
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 8
Wescott Financial Advisory Group, LLC 8
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II 8
potrero capital research llc 8
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 8
PIMCO Energy & Tactical Credit Opportunities Fund 8
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 8
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 8
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 8
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 8
Bluedoor Private Wealth, Llc 8
Tatro Capital, LLC 8
MRGR - PROSHARES TRUST - ProShares Merger ETF 8
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 8
Advanced Asset Management Advisors Inc 8
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 8
Cerro Pacific Wealth Advisors LLC 8
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 8
Wellington Wealth Strategies, LLC. 8
Ws Management Lllp 8
BCDF - Listed Funds Trust - Horizon Kinetics Blockchain Development ETF 8
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 8
Lighthouse Financial Advisors, Inc. 8
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 8
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 8
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 8
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 8
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 8
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 8
Dudley Capital Management, Llc 8
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 8
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 8
Adirondack Research & Management Inc. 8
First Long Island Investors, LLC 8
Euro Pacific Asset Management, LLC 8
Narus Financial Partners, LLC 8
Berry Wealth Group, LP 8
LeJeune Puetz Investment Counsel LLC 8
Trilogy Global Advisors Lp 8
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares 8
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 8
Meadowbrook Advisors Group, LLC 8
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 8
Essex LLC 8
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 8
Cander Asset Management LP 8
Karl Kapital LLC 8
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 8
VELA Funds - VELA Large Cap 130/30 Fund Class I 8
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 8
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 8
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 8
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 8
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 8
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 8
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 8
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 8
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 8
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 8
Threadgill Financial, Llc 8
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 8
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 8
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 8
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 8
Bridge Advisory, LLC 8
Bain Capital Public Equity, LP 8
Argonautica Private Wealth Management, Inc 8
Sage Private Wealth Group, Llc 8
LaSalle Street Capital Management, LLC 8
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 8
Blenheim Capital Management, BV 8
Vann Equity Management LLC 8
Vivaldi Opportunities Fund 8
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 8
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 8
Ironbridge Funds, Inc. 8
Roof Eidam & Maycock/adv 8
Signator Financial Services, Inc. 8
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 8
2Xideas AG 8
CloudAlpha Capital Management Limited/Hong Kong 8
PGIM Short Duration High Yield Opportunities Fund 8
Lisanti Capital Growth, LLC 8
GHQIX - AMERICAN BEACON FUNDS - American Beacon Garcia Hamilton Quality Bond Fund Institutional Class 8
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 8
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 8
Dock Street Asset Management Inc 8
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 8
Blackstone / Gso Senior Floating Rate Term Fund 8
Capital Management Associates, Inc 8
Hosking Partners LLP 8
Plimoth Trust Co Llc 8
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 8
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class 8
Valtinson Bruner Financial Planning LLC 8
Family Capital Trust Co 8
Arista Wealth Management, LLC 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 8
WBRRX - WILLIAM BLAIR FUNDS - William Blair Income Fund Class N 8
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 8
Tower Wealth Partners, Inc. 8
Privium Fund Management (UK) Ltd 8
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 8
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 8
Long Wharf Investors, Inc. 8
Southside Capital, Llc 8
Altavista Wealth Management, Inc. 8
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 8
Bloom Tree Partners, Llc 8
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 8
FCSSX - FIDELITY OXFORD STREET TRUST - Fidelity Series Commodity Strategy Fund 8
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 8
National Penn Investors Trust Co /pa 8
Excalibur Management Corp 8
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 8
4wealth Advisors, Inc. 8
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 8
LeClair Wealth Partners LLC 8
Hudson Valley Investment Advisors Inc /adv 8
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 8
Harbour Investment Management Llc 8
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 8
3Chopt Investment Partners, LLC 8
Courage Miller Partners, LLC 7
Consolidated Investment Group LLC 7
Key Group Holdings (cayman), Ltd. 7
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 7
Almitas Capital LLC 7
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 7
ERn Financial, LLC 7
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 7
Fiduciary Services Corp/ga 7
KKM Financial LLC 7
CR Intrinsic Investors, LLC 7
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 7
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R 7
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 7
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 7
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 7
Oakwood Capital Management Llc/ca 7
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 7
Edgewood Management Llc 7
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 7
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 7
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 7
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 7
Anderson Hoagland & Co 7
CMF - iSHARES TRUST - iShares California Muni Bond ETF 7
PM CAPITAL Ltd 7
FourWorld Capital Management LLC 7
MDCEX - Starboard Investment Trust - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares 7
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 7
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class 7
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 7
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 7
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 7
John G Ullman & Associates Inc 7
Duff & Phelps Investment Management Co 7
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 7
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 7
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 7
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 7
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 7
Jupiter Wealth Management LLC 7
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 7
TD Ameritrade Trust Co 7
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 7
Stratton Management Co 7
Inverness Investment Group, LLC 7
Cumberland Advisors Inc 7
Ycg, Llc 7
Cornerstone Management, Inc. 7
Summit Place Financial Advisors, LLC 7
Windsor Financial Group Llc 7
Astor Investment Management LLC 7
Buckingham Capital Management, Inc. 7
First Houston Capital, Inc. 7
Parrish Capital LLC 7
Value Partners Investments Inc. 7
Summit Wealth Group, LLC 7
Legacy Capital Partners, Inc. 7
Madison Covered Call & Equity Strategy Fund 7
Cascadia Advisory Services, LLC 7
Mattern Wealth Management LLC 7
Laurel Grove Capital, LLC 7
Stewardship Advisors, LLC 7
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 7
Braver Wealth Management, LLC 7
Collaborative Fund Advisors, LLC 7
PENN SERIES FUNDS INC - Large Core Value Fund 7
Bank of Marin 7
Vantage Investment Partners, LLC 7
Autus Asset Management, LLC 7
Fruth Investment Management 7
Harrell Investment Partners, Llc 7
KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio 7
CWS Financial Advisors, LLC 7
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 7
Ardevora Asset Management LLP 7
Warther Private Wealth, LLC 7
Three Peaks Capital Management, LLC 7
Peachtree Investment Advisors, Inc. 7
Kassirer Asset Management Corp 7
Private Wealth Strategies, L.L.C. 7
LSHAX - KINETICS MUTUAL FUNDS INC - Kinetics Spin-Off and Corporate Restructuring Fund Advisor Class A 7
Swiss Helvetia Fund, Inc. 7
Lincoln Capital LLC 7
Centre Asset Management, LLC 7
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 7
Stapp Wealth Management, Pllc 7
Tiff Advisory Services Inc 7
Cresta Advisors, Ltd. 7
Nexus Investment Management ULC 7
Advisory Advocates, LLC 7
Chicago Wealth Management, Inc. 7
First National Bank of Mount Dora, Trust Investment Services 7
Leith Wheeler Investment Counsel Ltd. 7
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 7
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 7
Newman Dignan & Sheerar, Inc. 7
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 7
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 7
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 7
Staar Investment Trust 7
Trinity Wealth Management, LLC 7
Baker Boyer National Bank 7
Tulsa Wealth Advisors, INC 7
Tolleson Wealth Management, Inc. 7
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 7
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 7
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 7
True Vision MN LLC 7
Dakota Community Bank & Trust NA 7
Davis Asset Management, L.P. 7
HMI Capital Management, L.P. 7
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 7
W.H. Cornerstone Investments Inc. 7
Napatree Capital Llc 7
James J. Burns & Company, LLC 7
Nuveen Equity Premium Opportunity Fund 7
DLK Investment Management, LLC 7
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 7
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 7
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 7
Sparta 24 Ltd. 7
Masters Capital Management Llc 7
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares 7
Paragon Capital Management LLC 7
Poplar Forest Capital LLC 7
Marathon Capital Management 7
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 7
American Fidelity Dual Strategy Fund Inc 7
Prairie Wealth Advisors, Inc. 7
Oxford Wealth Group, LLC 7
Keynote Financial Services Llc 7
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 7
Grayhawk Investment Strategies Inc. 7
PICTET BANK & TRUST Ltd 7
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 7
British Airways Pensions Investment Management Ltd 7
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 7
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 7
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 7
Bdf-gestion 7
Tevis Investment Management 7
Warwick Investment Management, Inc. 7
New Mountain Vantage Advisers, L.l.c. 7
Myriad Asset Management US LP 7
Capital Insight Partners, Llc 7
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 7
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 7
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 7
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 7
Century Capital Management, LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 7
Ashmore Group plc 7
Willner & Heller, Llc 7
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 7
CWC Advisors, LLC. 7
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 7
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 7
Brown Wealth Management, Llc 7
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 7
Securian Funds Trust - SFT T. Rowe Price Value Fund 7
Eton Park Capital Management, L.P. 7
MidAtlantic Capital Management, Inc. 7
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 7
Enclave Advisors LLC 7
Mindset Wealth Management, Llc 7
SGL Investment Advisors, Inc. 7
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 7
Rebalance, Llc 7
Financial Guidance Group, Inc. 7
Arwa Llc 7
Madison Street Partners, LLC 7
Broadleaf Partners, LLC 7
Sawyer & Company, Inc 7
Stockman Wealth Management, Inc. 7
WHV Investments, Inc. 7
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 7
PFM Health Sciences, LP 7
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 7
Solidarilty Wealth, LLC 7
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 7
Paul R. Ried Financial Group, LLC 7
Avantra Family Wealth, Inc. 7
Atlas Financial Advisors, Inc. 7
Haverford Financial Services, Inc. 7
Clear Wave Wealth Management Llc 7
Shannon River Fund Management LLC 7
Schafer Cullen Capital Management Inc 7
Bbjs Financial Advisors, Llc 7
Courage Capital Management Llc 7
DCRE - DoubleLine ETF Trust - DoubleLine Commercial Real Estate ETF 7
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 7
Littlejohn Financial Services, Inc. 7
GoodHaven Capital Management, LLC 7
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class 7
5T Wealth, LLC 7
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 7
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 7
PIMCO FUNDS - PIMCO Mortgage and Short-Term Investments Portfolio 7
Willis Investment Counsel 7
Illumine Investment Management, LLC 7
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 7
Tandem Wealth Advisors LLC 7
Madison Investment Advisors, LLC 7
Bill Few Associates, Inc. 7
Cullen Capital Management, LLC 7
Siena Capital Llc 7
ZEGA Investments, LLC 7
RUFF - ETF Opportunities Trust - Alpha Dog ETF 7
Cantor Fitzgerald Investment Adviser L.p. 7
Peak Capital Management Llc 7
Disciplined Investors, L.L.C. 7
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 7
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 7
Certior Financial Group, Llc 7
Stephen J. Garry & Associates, Llc 7
Clovis Capital Management Lp 7
Petros Family Wealth, LLC 7
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 7
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 7
Alexis Investment Partners, LLC 7
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 7
Triglav Skladi, D.o.o. 7
Avos Capital Management, LLC 7
Alpha Financial Partners, LLC 7
Watermark Asset Management, Inc. 7
Outfitter Advisors, Ltd. 7
Mendel Capital Management LLC 7
ETF Store, Inc. 7
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 7
Cache Advisors, LLC 7
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A 7
Silvia Mccoll Wealth Management, Llc 7
Palisades Hudson Asset Management, L.P. 7
Upper Left Wealth Management, LLC 7
Roberts Capital Advisors, LLC 7
Richmond Investment Services, LLC 7
Royal Capital Wealth Management, LLC 7
Deuterium Capital Management, LLC 7
Live Oak Investment Partners 7
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 7
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 7
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 7
Repertoire Partners LP 7
Greatmark Investment Partners, Inc. 7
Disciplined Equity Management, Inc. 7
Wealthedge Investment Advisors, Llc 7
Fire Capital Management LLC 7
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 7
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 7
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 7
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 7
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 7
Conservest Capital Advisors, Inc. 7
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 7
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 7
FrontFour Capital Group LLC 7
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 7
Pacific Capital Partners Ltd 7
Valley Forge Asset Management, Llc 7
TOWER TRUST & INVESTMENT Co 7
Etesian Wealth Advisors, Inc. 7
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 7
CPR Investments Inc. 7
Alpine Total Dynamic Dividend Fund 7
CrossGen Wealth, LLC 7
Fortitude Financial, LLC 7
Northstar Investment Advisors Llc 7
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 7
Goldstream Capital Management Ltd 7
Nauset Wealth Management. LLC 7
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 7
Harold Davidson & Associates Inc. 7
PCG Wealth Advisors, LLC 7
Kellett Schaffner Wealth Advisors LLC 7
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF 7
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 7
Monograph Wealth Advisors, Llc 7
PLAT - WisdomTree Trust - WisdomTree Modern Tech Platforms Fund N/A 7
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 7
Ghe, Llc 7
Heritage Investment Group, Inc. 7
Putnam Voyager Fund 7
Nuveen Quality Preferred Income Fund 3 7
Bulwark Capital Corp 7
Evolution Advisers, Inc. 7
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 7
Eldridge Investment Advisors, Inc. 7
VELA Investment Management, LLC 7
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 7
Paragon Associates & Paragon Associates Ii Joint Venture 7
Martin Capital Advisors, LLP 7
Lloyd Park, LLC 7
ABN AMRO Bank N.V. 7
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 7
Rexford Capital Inc 7
Connective Portfolio Management, LLC 7
North Dallas Bank & Trust Co 7
Eaton Financial Holdings Company, LLC 7
Forefront Wealth Management Inc. 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 7
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 7
Agran Libbie 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 7
Worth Venture Partners, LLC 7
Birch Financial Group, Llc 7
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 7
WLTH - NORTHERN LIGHTS FUND TRUST II - LifeGoal Wealth Builder ETF 7
Danica Pension, Livsforsikringsaktieselskab 7
Lee Johnson Capital Management, Llc 7
Dover Advisors, Llc 7
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 7
Finivi Inc. 7
PMG Family Office LLC 7
Asempa Wealth Advisors 7
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 7
Highview Capital Management LLC/DE/ 7
Arta Finance Wealth Management LLC 7
Leeward Financial Partners, LLC 7
Shelton Wealth Management, Llc 7
Vantis Investment Advisers L.P. 7
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 7
55 North Private Wealth, LLC 7
Wealth Science Advisors LLC 7
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 7
Corvex Management LP 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 7
Stonebridge Financial Group, LLC / MO 7
Arbejdsmarkedets Tillaegspension 7
White Knight Strategic Wealth Advisors, LLC 7
FolioMetrix LLC 7
Granite Harbor Advisors, Inc. 7
FS Series Trust - FS Market Neutral Fund Class I 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 7
Pathfinder Wealth Consulting, Inc. 7
Churchill Financial Advisors, LLC 7
Investment Counselors Of Maryland Llc 7
TrustBank 7
Vantage Financial Partners Ltd., Inc. 7
SigFig Wealth Management, LLC 7
Beto Financial Group, Llc 7
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 7
Avise Financial Cooperative, Inc. 7
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 7
Ullmann Financial Group, Inc. 7
Greenlight Capital Inc 7
Elevation Wealth Management LLC 7
Peak Planning Group, LLC 7
Thornburg Income Builder Opportunities Trust 7
Quintium Advisors, LLC 7
EMG Holdings, L.P. 7
Commonwealth Opportunity Capital Gp Llc 7
Burton Enright Welch 7
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 7
Goldstein Munger & Associates 7
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 7
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class 7
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 7
Portland Investment Counsel Inc. 7
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 7
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 7
CastleArk Alternatives, LLC 7
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 7
Cabana Llc 7
Aurora Financial Advisors, Llc 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 7
Yong Rong (HK) Asset Management Ltd 7
Rpo Llc 7
Systelligence, LLC 7
Amplify Investments, Llc 7
Blue Pool Management Ltd. 7
BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF 7
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 7
Hutchinson Capital Management/ca 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 7
RiverGlades Family Offices LLC 7
Bcm Advisors, Llc 7
J. L. Bainbridge & Co., Inc. 7
RSST - Tidal Trust II - Return Stacked(R) U.S. Stocks & Managed Futures ETF 7
Worth Financial Advisory Group, LLC 7
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 7
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 7
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 7
Eaton Vance Enhanced Equity Income Fund Ii 7
Harvest Investment Advisors, LLC 7
Provident Investment Management, Inc. 7
Fortress Wealth Group, LLC 7
Cherry Creek Investment Advisors, Inc. 7
Sovarnum Capital L.p. 7
Nan Shan Life Insurance Co., Ltd. 7
Gabelli Global Utility & Income Trust 7
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 7
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 7
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 7
Garrison Point Advisors, Llc 7
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 7
ICICI Prudential Asset Management Co Ltd 7
Gainplan LLC 7
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 7
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 7
All Season Financial Advisors, Inc. 7
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 7
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 7
Pioneer Diversified High Income Trust 7
Hermes Investment Management Ltd 7
Corsicana & Co. 7
United Bank 7
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 7
Artal Group S.A. 7
Rockline Wealth Management, LLC 7
Mezzasalma Advisors, LLC 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 7
Sarofim Fayez 7
BlackRock Private Investments Fund 7
VKMGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Quality Income Fund CLASS A 7
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 7
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 7
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 7
Hillcrest Wealth Advisors - NY, LLC 7
Cadence Wealth Management LLC 7
Benson Investment Management Company, Inc. 7
Rand Wealth, Llc 7
Coronation Asset Management (Pty) Ltd. 7
Lifetime Wealth Management P.C. 7
Cedrus LLC 7
Eisler Capital (US) LLC 7
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 7
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 7
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 7
Paradigm, Strategies in Wealth Management, LLC 7
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 7
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 7
Rare Wolf Capital LLC 7
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 7
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 7
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 7
Levitt Capital Management LLC 7
Selway Asset Management 7
Amida Capital Management II, LLC 7
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 7
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 7
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 7
Campbell Wealth Management 7
Advisortrust Partners, Llc 7
Timelo Investment Management Inc. 7
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 7
Alliance Wealth Advisors, LLC 7
Geier Asset Management, Inc. 7
Tufton Capital Management 7
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 7
Epiphany Funds 7
Curran Financial Partners, LLC 7
CFVLX - COMMERCE FUNDS - The Value Fund Shares 7
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 7
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 7
MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A 7
Aberdeen Global Income Fund Inc 7
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 7
Ewing Morris & Co. Investment Partners Ltd. 7
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 7
Purus Wealth Management, LLC 7
InTrack Investment Management Inc 7
Randolph Co Inc 7
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 7
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES 7
Alpha Family Trust 7
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 7
Ciovacco Capital Management LLC 7
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 7
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 7
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 7
Ascendant Capital Management, LLC 7
Hamilton Lane Advisors Llc 7
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 7
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 7
Cloverfields Capital Group, Lp 7
Signature Wealth Management Partners, LLC 7
Wisconsin Capital Management Llc 7
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 7
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 7
Evansbrook LLC 7
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 7
Balter Liquid Alternatives, LLC 7
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 7
Roanoke Asset Management Corp/ Ny 7
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 7
Red Rocks Capital LLC 7
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 7
Strategic Wealth Management Group, LLC 7
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 7
Account Management LLC 7
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 7
NS Partners Ltd 7
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 7
Argentiere Capital Ag 7
Riverview Capital Advisers, LLC 7
Wynn Capital, LLC 7
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 7
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 7
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 7
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 7
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 7
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 7
Crescent Park Management, L.P. 7
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 7
Bigelow Investment Advisors, LLC 7
Shoker Investment Counsel, Inc. 7
Monterey Private Wealth, Inc. 7
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 7
Omni Partners Llp 7
Veritas Investment Partners (UK) Ltd. 7
Covalent Partners LLC 7
Wells Financial Advisors INC 7
Grand Central Investment Group 7
JMG Financial Group, Ltd. 7
HNASX - HOMESTEAD FUNDS INC - Growth Fund 7
Neuberger Berman High Yield Strategies Fund Inc. 7
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 7
Mitchell & Pahl Private Wealth, Llc 7
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 7
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 7
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 7
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 7
Patrick M Sweeney & Associates, Inc 7
Muzinich & Co., Inc. 7
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 7
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 7
ARS Wealth Advisors, LLC 7
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 7
Oppenheimer Series Fund 7
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 7
Wealth Management Partners, LLC 7
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 7
ADVANCED SERIES TRUST - AST Bond Portfolio 2027 7
OMNI 360 Wealth, Inc. 7
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 7
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares 7
Pacific Financial Group Inc 7
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 7
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 7
Engine Capital Management, LP 7
Wallington Asset Management, LLC 7
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 7
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 7
Thrivent Core Funds - Thrivent Core International Equity Fund 7
Anthracite Investment Company, Inc. 7
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 7
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 7
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 7
Cooperatieve Rabobank U.A. 7
Partner Investment Management, L.P. 7
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 7
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 7
Fell Capital Management /adv 7
Morgan Stanley Income Securities Inc 7
McLean Asset Management Corp 7
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 7
Teewinot Capital Advisers, L.L.C. 7
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 7
Financial Strategy Network, LLC 7
Atika Capital Management LLC 7
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 7
David J Yvars Group 7
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 7
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 7
Salvus Wealth Management, LLC 7
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 7
CAP Partners, LLC 7
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 7
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 7
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 7
Keeler THomas Management LLC 7
PACIFIC SELECT FUND - Comstock Portfolio Class I 7
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 7
American Investment Services, Inc. 7
Hitchwood Capital Management LP 7
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 7
BancorpSouth Inc 7
SG Trading Solutions, LLC 7
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 7
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 7
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 7
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 7
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 7
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 7
Darden Wealth Group Inc 7
ANFLX - Angel Oak Funds Trust - Angel Oak Financials Income Fund Class A 7
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 7
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 7
Oppenheimer & Close, LLC 7
Employers Holdings, Inc. 7
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 7
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 7
Nwi Management Lp 7
Granite Point Capital Management, L.P. 7
Ehrlich Financial Group 7
HSBC FUNDS - HSBC Strategic Income Fund Class A 7
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 7
One Day In July LLC 7
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 7
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 7
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 7
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 7
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 7
Colton Groome Financial Advisors, Llc 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 7
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 7
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 7
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 7
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 7
Inherent Group, Lp 7
JRM Investment Counsel, LLC 7
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 7
SMIFX - VALUED ADVISERS TRUST - Sound Mind Investing Fund 7
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 7
Oppenheimer Discovery Fund 7
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF 7
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 7
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 7
Greenhaven Associates Inc 7
Virtus Total Return Fund Inc. 7
Godshalk Welsh Capital Management, Inc. 7
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 7
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 7
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 7
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 7
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 7
Mark Morris Et Al 7
Marshall & Sullivan Inc /wa/ 7
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 7
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 7
Winchester Group Inc. 7
Boyar Asset Management Inc. 7
Dynamic Wealth Strategies, LLC 7
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 7
Christopher J. Hasenberg, Inc 7
Vontobel Swiss Wealth Advisors AG 7
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 7
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 7
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 7
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 7
Strid Group, LLC 7
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 7
Mfs Intermarket Income Trust I 7
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 7
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 7
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 7
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 7
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 7
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 7
Geneva Capital Management Llc 7
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 7
Private Advisors, LLC 7
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 7
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 7
Monetary Solutions, Ltd 7
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 7
Prudent Man Advisors, LLC 7
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 7
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 7
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 7
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 7
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 7
Schooner Investment Group, LLC. 7
Majedie Asset Management Ltd 7
Gillespie Robinson & Grimm Inc 7
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A 7
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 7
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 7
Carlton Hofferkamp & Jenks Wealth Management, LLC 7
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 7
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 7
Rain Capital Management, LLC 7
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 7
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 7
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 7
Perpetual Investment Management Ltd 7
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 7
Guggenheim Credit Allocation Fund 7
Kleinwort Benson Investors Dublin Ltd 7
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 7
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 7
Wilks Brothers, LLC 7
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 7
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 7
Evermore Global Advisors, LLC 7
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 7
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 7
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 7
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 7
FundX Investment Group, LLC 7
Vision Capital Management, Inc. 7
PVG Asset Management 7
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 7
Sharper & Granite LLC 7
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 7
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 7
Lantern Wealth Advisors, LLC 7
Capital Squared Financial LLC 7
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 7
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 7
Peachtree Investment Partners, LLC 7
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 7
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 7
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 7
Mayport, Llc 6
Stone Point Wealth LLC 6
Indus Capital Partners, Llc 6
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 6
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 6
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 6
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 6
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 6
Marketocracy Funds 6
SC&H Financial Advisors, Inc. 6
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 6
PWREX - PIONEER REAL ESTATE SHARES - Pioneer Real Estate Shares : Class A 6
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 6
Colrain Capital Llc 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 6
Gambit Capital Management, LLC 6
M Wealth Management, LLC 6
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 6
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 6
Wealth Advisors of Tampa Bay, LLC 6
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 6
Fund Evaluation Group, LLC 6
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 6
Nbw Capital Llc 6
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II 6
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 6
Vestpro Financial Partners, Inc. Dba Cpf Texas 6
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 6
O'Keefe Stevens Advisory, Inc. 6
Manteio Capital LLC 6
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 6
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 6
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 6
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A 6
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 6
Tradition Capital Management Llc 6
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 6
Hamlin Capital Management, LLC 6
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 6
SCEC - Capitol Series Trust - Sterling Capital Enhanced Core Bond ETF 6
Nvest Financial, LLC 6
Epic Trust Investment Advisors, LLC 6
GK Wealth Management LLC 6
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND 6
Alaska Permanent Capital Management 6
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 6
M.e. Allison & Co., Inc. 6
JMSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2045 Fund Class I 6
ATX Financial Planning, LLC 6
Aspire Capital Advisors LLC 6
Northeast Financial Group, Inc. 6
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 6
Cauble & Harre Wealth Management, Inc. 6
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 6
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 6
Pegasus Asset Management, Inc. 6
JNEAX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2050 Fund Class I 6
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 6
Sand Grove Capital Management LLP 6
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 6
Reliant Investment Partners, LLC 6
Southport Management, L.l.c. 6
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 6
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 6
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV 6
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 6
Cobblestone Asset Management LLC 6
Pinnacle Financial Group, LLC / IL 6
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 6
Hiley Hunt Wealth Management 6
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 6
Dentgroup LLC 6
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 6
Skyline Asset Management Lp 6
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 6
Rosenblum Silverman Sutton S F Inc /ca 6
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 6
Portolan Capital Management, LLC 6
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 6
Fort Baker Capital Management LP 6
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 6
EdgePoint Investment Group Inc. 6
Pacific Sun Financial Corp 6
Insight Inv LLC 6
Cognios Beta Neutral Large Cap Fund, Lp 6
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 6
Centaur Capital Partners, L.P. 6
Western Asset Middle Market Income Fund Inc. 6
Sage Investment Advisers LLC 6
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 6
Northern Financial Advisors Inc 6
Hightower 6M Holding, LLC 6
Falcon Edge Capital, LP 6
Redwood Financial Network Corp 6
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB 6
Greytown Advisors Inc. 6
Luts & Greenleigh Group, Inc 6
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 6
Aubrey Capital Management Ltd 6
JACSX - JPMorgan Trust I - JPMorgan SmartRetirement Blend 2060 Fund Class I 6
John Hancock Collateral Trust - John Hancock Collateral Trust 6
Resource Management, LLC 6
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF 6
Reliant Investment Management, LLC 6
DALT - Two Roads Shared Trust - Anfield Capital Diversified Alternatives ETF 6
SS&H Financial Advisors, Inc. 6
PFW Advisors LLC 6
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 6
Tanaka Capital Management Inc 6
Spartan Planning & Wealth Management 6
Bluepoint Investment Series Trust 6
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A 6
BayBridge Capital Group, LLC 6
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF 6
Brigade Capital Management, Lp 6
Ponta Wealth Partners, LLC 6
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 6
AMS Capital Ltda 6
Md Sass Investors Services Inc 6
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 6
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 6
Brophy Wealth Management, LLC 6
AlphaQ Advisors LLC 6
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 6
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 6
Cascades Capital Asset Management, LLC 6
TAX - EA Series Trust - Cambria Tax Aware ETF 6
Rice Hall James & Associates, Llc 6
Elios Financial Group Inc. 6
1607 Capital Partners, LLC 6
Allie Family Office LLC 6
Btr Capital Management Inc 6
Taylor Hoffman Capital Management LLC 6
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 6
GPGCX - Grandeur Peak Global Trust - Grandeur Peak Global Contrarian Fund Institutional Class 6
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 6
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 6
Kennebec Savings Bank 6
JTSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2050 Fund Class A 6
Blake Schutter Theil Wealth Advisors, LLC 6
JSRAX - JPMorgan Trust I - JPMorgan SmartRetirement Income Fund Class A 6
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 6
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 6
Hartmann Taylor Wealth Management, LLC 6
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 6
Private Capital Management Llc 6
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 6
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 6
Himension Fund 6
Fortune Financial Advisors, LLC 6
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 6
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 6
Mcmillion Capital Management Inc 6
Spence Asset Management 6
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 6
BluePointe Capital Management, LLC 6
MFSB - MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF 6
Gabelli Go Anywhere Trust 6
Corundum Trust Company, INC 6
Balance Wealth, LLC 6
Accelerate Investment Advisors LLC 6
Penn Davis Mcfarland Inc 6
Somerville Kurt F 6
Huber Capital Management LLC 6
Efg Capital International Corp. 6
VSSVX - VALIC Co I - Small Cap Special Values Fund 6
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 6
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A 6
SBFAX - Trust for Advised Portfolios - 1919 Financial Services Fund Class A 6
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 6
Samjo Management, LLC 6
IGDAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Gold & Precious Metals Fund Class A 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 6
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 6
Hixon Zuercher, LLC 6
Ar Asset Management Inc 6
Tamar Securities, LLC 6
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 6
P.a.w. Capital Corp 6
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 6
JTTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2020 Fund Class A 6
Pettee Investors, Inc. 6
EnRich Financial Partners LLC 6
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 6
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 6
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 6
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 6
Trail Ridge Investment Advisors, LLC 6
Elevated Financial Group LLC 6
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 6
Dreyfus Institutional Reserves Funds 6
Bowen Hanes & Co Inc 6
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF 6
Clg Llc 6
Hegarty Advisors, LLC 6
Paragon Capital Management Inc 6
Catawba Capital Management /va 6
Oppenheimer Discovery Mid Cap Growth Fund 6
Columbia Advisory Partners Llc 6
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 6
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 6
Mason Investment Advisory Services, Inc. 6
Retirement Guys Formula Llc 6
Ballast, Inc. 6
Wellington Global Multi-Strategy Fund 6
Advanced Investment Partners, LLC 6
Cornerstone Planning, LLC 6
Carderock Capital Management Inc 6
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 6
Tegean Capital Management, Llc 6
ACR Alpine Capital Research, LLC 6
Insight Folios Inc 6
Napier Park Global Capital (US) LP 6
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 6
Obsidian Personal Planning Solutions LLC 6
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 6
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 6
Schwab Charitable Fund 6
VSSGX - VALIC Co I - Small-Mid Growth Fund 6
Momentum Advisors, LLC 6
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 6
Ticino Wealth 6
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 6
TMB Capital Partners, LLC 6
Eos Management, L.P. 6
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 6
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 6
Colter Lewis Investment Partners LLC 6
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 6
Odey Holdings AG 6
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 6
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 6
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 6
Longview Financial Advisors, Inc. 6
Index Fund Advisors, Inc. 6
Consilium Wealth Advisory, LLC 6
Pluribus Labs, LLC 6
Cynosure Advisors, Llc 6
Sound Shore Management Inc /ct/ 6
Carrhae Capital LLP 6
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 6
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 6
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 6
Dreyfus Treasury & Agency Cash Management 6
Multisector Income Portfolio 6
DSG Capital Advisors, LLC 6
Pomelo Capital LLC 6
HFG Advisors, Inc. 6
JOBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2040 Fund Class I 6
Advent/claymore Enhanced Growth & Income Fund 6
Cooke & Bieler Lp 6
Pioneer Floating Rate Trust 6
Kerusso Capital Management LLC 6
River Street Advisors LLC 6
Avenir Tech Ltd 6
Brass Tax Wealth Management, Inc 6
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 6
Davis Capital Partners, Llc 6
Straight Path Wealth Management 6
Marin Bay Wealth Advisors, LLC 6
American Capital Management Inc 6
RiverTree Advisors, LLC 6
Grant/GrossMendelsohn, LLC 6
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 6
Nuance Investments, Llc 6
XT - iSHARES TRUST - iShares Exponential Technologies ETF 6
Northstar Financial Companies, Inc. 6
Grace Capital 6
Settian Capital LP 6
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 6
Tiger Global Management Llc 6
Talisman Wealth Advisors LLC 6
Allied Investment Advisors, LLC 6
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 6
Dundas Partners LLP 6
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 6
Marketfield Asset Management LLC 6
Infini Capital Management Ltd 6
Arlington Financial Advisors, LLC 6
BRCAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Balanced-Risk Commodity Strategy Fund Class A 6
Legend Capital Advisors LLC 6
Accident Compensation Corp 6
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 6
Weatherstone Capital Management 6
Shaker Financial Services, LLC 6
Kim, Llc 6
Blue Clay Capital Management, LLC 6
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 6
LuminArx Capital Management LP 6
LifePro Asset Management 6
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 6
Northland Securities, Inc. 6
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 6
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 6
Moulton Wealth Management, Inc 6
Rovida Advisors Inc. 6
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 6
Teucrium Investment Advisors, LLC 6
Silicon Hills Wealth Management, LLC 6
Financial Advisory Corp /ut/ /adv 6
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 6
Destra Investment Trust Ii 6
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares 6
EJMK Ventures LLC 6
Peak Asset Management, LLC 6
USERX - US GLOBAL INVESTORS FUNDS - Gold and Precious Metals Fund 6
Tannin Capital LLC 6
Trust & Fiduciary Management Services Inc 6
5th Street Advisors, LLC 6
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 6
Van Strum & Towne Inc. 6
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 6
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF 6
Berkeley, Inc 6
Athena Wealth Management, LLC 6
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 6
Tahithromos, L.L.C. 6
Welch Capital Partners Llc/ny 6
Mosaic Financial Group, Llc 6
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 6
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 6
Stratford Consulting, LLC 6
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I 6
Chatterton & Associates Inc. 6
Russell Clark Investment Management Ltd 6
LMG Wealth Partners, LLC 6
Financial Planning Hawaii, Inc. 6
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 6
Millie Capital Management, Llc 6
Wealth Group, Ltd. 6
Gratus Wealth Advisors, LLC 6
Madrona Financial Services, LLC 6
Jb Capital Partners Lp 6
DDD Partners, LLC 6
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 6
Ocean Capital Management, LLC 6
Pineno Levin & Ford Asset Management, Inc. 6
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 6
Catherine Avery Investment Management LLC 6
PENN SERIES FUNDS INC - Large Cap Value Fund 6
Sloy Dahl & Holst, LLC 6
Missouri Valley Partners, Inc. 6
PGIJX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Short Duration Multi-Sector Bond Fund C 6
Dfa Investment Trust Co - The Continental Small Company Series 6
Pullen Investment Management, LLC 6
Cider Mill Investments LP 6
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 6
Opal Capital Llc 6
Arkfeld Wealth Strategies, L.L.C. 6
Credit Capital Investments LLC 6
Galaxy Group Investments LLC 6
Franklin Universal Trust 6
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 6
Cantillon Capital Management Llc 6
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 6
Longbow Finance SA 6
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 6
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 6
Ball & Co Wealth Management Inc. 6
Nichols & Pratt Advisers Llp /ma 6
Covey Capital Advisors, LLC 6
Oppenheimer Capital Appreciation Fund 6
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 6
Gramercy Funds Management LLC 6
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 6
Fairfax Financial Holdings Ltd/ Can 6
BlackRock Funds V - BlackRock U.S. Government Bond Portfolio Investor A Shares 6
OLCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term California Municipal Fund Class A 6
Successful Portfolios LLC 6
Pinney & Scofield, Inc. 6
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 6
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 6
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares 6
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 6
JBR Co Financial Management Inc 6
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 6
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 6
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 6
City National Bank Of Florida /msd 6
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 6
Argent Trust Company, N.a. 6
Integrity Wealth Solutions LLC 6
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 6
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 6
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 6
Navigoe, LLC 6
Curian Series Trust 6
Credo Capital Management, LLC 6
Mainsail Asset Management, Llc 6
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 6
Van Diest Capital, LLC 6
Orca Investment Management, LLC 6
Rhodes Investment Advisors Inc /adv 6
NCM Capital Management, LLC 6
Virtus Total Return Fund 6
Asset Allocation Strategies LLC 6
Stonegate Management LLC 6
a16z Perennial Management, L.P. 6
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 6
GOODX - GoodHaven Funds Trust - GoodHaven Fund 6
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 6
Mason Hill Advisors Llc 6
Valicenti Advisory Services Inc 6
Great Point Wealth Advisors, LLC 6
Davidson Kahn Capital Management, LLC 6
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 6
Westbourne Investments, Inc. 6
Sulzberger Capital Advisors, Inc. 6
McCarthy Grittinger Financial Group, LLC 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2026 6
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 6
Consolidated Capital Management, Llc 6
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 6
Mission Financial Group, LLC 6
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 6
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 6
Landmark Investment Partners, L.p. 6
IFG Advisors, LLC 6
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 6
COMMERCE FUNDS - The MidCap Value Fund Shares 6
M3 Advisory Group, LLC 6
American Funds Fundamental Investors 6
Canal Insurance CO 6
Investidor Profissional Gestao de Recursos Ltda. 6
10-15 Associates, Inc. 6
Palestra Capital Management LLC 6
Taylor, Cottrill, Erickson & Associates, Inc. 6
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 6
APBDX - Cavanal Hill Funds - Bond Fund Investor 6
SAVN - NORTHERN LIGHTS FUND TRUST II - LifeGoal Conservative Wealth Builder ETF 6
HOM - NORTHERN LIGHTS FUND TRUST II - LifeGoal Home Down Payment Investment ETF 6
Wealthshield, Llc 6
Fiscal Wisdom Wealth Management, LLC 6
Stillwater Capital Advisors, LLC 6
Perryman Financial Advisory Inc /ad 6
Bolthouse Investments, LLC 6
J.E. Simmons & Co., P.C. 6
Financial Security Advisor, Inc. 6
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 6
Tandem Capital Management Corp /adv 6
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 6
Unisphere Establishment 6
Hokanson Associates, Inc. 6
Woodstock Corp 6
Enterprise Bank & Trust Co 6
Traverso Chambers Private Wealth Management, LLC 6
Wealth Enhancement & Preservation of GA, LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 6
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 6
Liberty One Investment Management, Llc 6
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 6
Rinkey Investments 6
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 6
Grand Jean Capital Management Inc 6
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 6
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 6
Portola Group Inc /ca 6
Broadwater Capital Management Llc 6
Pecaut & Co. 6
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 6
KFA Private Wealth Group, LLC 6
Dauntless Investment Group, LLC 6
JPTBX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2055 Fund Class I 6
Parkside Advisors LLC 6
Capasso Planning Partners LLC 6
Rather & Kittrell, Inc. 6
Douglas C. Lane & Associates, Inc. 6
Norman Fields, Gottscho Capital Management, LLC 6
Community Bank & Trust, Waco, Texas 6
Peoples Bank /oh 6
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 6
China Fund Inc 6
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 6
VACVX - VALIC Co II - Large Cap Value Fund 6
Guggenheim Taxable Municipal Managed Duration Trust 6
Chapman Financial Group, Llc 6
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 6
Ariose Capital Management Ltd 6
Burkett Financial Services, Llc 6
Lesa Sroufe & Co 6
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 6
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 6
JFFAX - JPMorgan Trust I - JPMorgan SmartRetirement 2055 Fund Class A 6
Rosenbaum Jay D. 6
Taikang Asset Management (Hong Kong) Co Ltd 6
Tilden Park Management I LLC 6
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 6
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 6
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 6
Element Squared LLC 6
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 6
Rothschild & Co Wealth Management UK Ltd 6
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 6
DBSCX - DoubleLine Funds Trust - Doubleline Selective Credit Fund Class I 6
PW Nova Financial Services LLC 6
Cornerstone Capital, Inc. 6
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 6
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF 6
Pacific Sage Partners, LLC 6
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 6
Hefren-Tillotson, Inc. 6
Old Well Partners, LLC 6
Compass Efficient Model Portfolios, LLC 6
Select Equity Group Inc 6
RBB FUND, INC. - Campbell Advantage Fund 6
FHPFX - FIDELITY ADVISOR SERIES II - Fidelity Series Investment Grade Securitized Fund 6
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 6
Pinnacle Wealth Management, LLC 6
Ashburton (Jersey) Ltd 6
Lucas Capital Management 6
Confluence Wealth Management LLC 6
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 6
Alessandra Capital Management, LLC 6
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
Avenue Income Credit Strategies Fund 6
Fure Financial Corp 6
Gemsstock Ltd. 6
Rydar Equities, Inc. 6
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 6
Hamel Associates, Inc. 6
NavPoint Financial, Inc. 6
Hyperion Capital Advisors LP 6
Titan Capital Management, LLC /CA 6
Think Investments LP 6
Shellback Capital, LP 6
Woodson Capital Management, LP 6
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 6
Consolidated Press International Holdings Ltd 6
Petix & Botte Co 6
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 6
Sage Rock Capital Management LP 6
Trinity Legacy Partners, LLC 6
HYA Advisors, Inc 6
Adirondack Funds 6
C2C Wealth Management, LLC 6
Prospect Financial Services LLC 6
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 6
Private Harbour Investment Management & Counsel, LLC 6
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 6
HC Advisors, LLC 6
AJOVista, LLC 6
Significant Wealth Partners LLC 6
Power Wealth Management Llc 6
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 6
Summit Financial Strategies, Inc. 6
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I 6
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 6
Kiltearn Partners LLP 6
Independent Family Office, LLC 6
Ascension Capital Advisors, Inc. 6
JAKAX - JPMorgan Trust I - JPMorgan SmartRetirement 2060 Fund Class A 6
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 6
Macguire, Cheswick & Tuttle Investment Counsel Llc 6
Praetorian Capital Management LLC 6
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 6
First Trust Bank, Ltd. 6
Cedar Capital, Llc 6
Jeereddi Investments, LP 6
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 6
BBT Capital Management, LLC 6
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 6
Copperleaf Capital, LLC 6
NewFocus Financial Group, LLC 6
Entelevest, LLC 6
Tiger Legatus Capital Management, LLC 6
Svenska Handelsbanken AB (publ) 6
BINT - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Global Equity ETF 6
Peak Financial Management, Inc. 6
Davis-rea Ltd. 6
Lakeridge Wealth Management LLC 6
Verde Capital Management 6
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 6
McAlvany Wealth Management LLC 6
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 6
Archon Partners LLC 6
Cfo Capital Management Llc 6
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 6
Single Point Partners, LLC 6
Orgel Wealth Management, LLC 6
Sandbox Financial Partners, LLC 6
Triton Wealth Management, PLLC 6
Oak Asset Management, LLC 6
Broyhill Asset Management 6
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 6
H&H Retirement Design & Management INC 6
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 6
D1 Capital Partners L.P. 6
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 6
BLUC - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Core ETF 6
Signature Financial Management, Inc. 6
Entruity Wealth, LLC 6
Sunnymeath Asset Management, Inc. 6
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 6
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 6
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 6
Western Asset/claymore Inflation-linked Securities & Income Fund 6
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 6
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class 6
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 6
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 6
BlackRock Variable Series Funds II, Inc. - BlackRock U.S. Government Bond V.I. Fund Class I 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Global Equity Net Zero ETF 6
National Investment Services of America, LLC 6
Advent International Corp/ma 6
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 6
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 6
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 6
GMOM - Cambria ETF Trust - Cambria Global Momentum ETF 6
Diversified Portfolios, Inc. 6
Tnf Llc 6
PagnatoKarp Partners LLC 6
Resource Consulting Group Inc 6
Edmonds Duncan Registered Investment Advisors, LLC 6
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 6
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 6
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 6
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 6
Platte River Capital LLC 6
ICW Investment Advisors LLC 6
Eagle Boston Investment Management Inc 6
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 6
DEED - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Securitized Plus ETF 6
Yacktman Asset Management Lp 6
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 6
Vertrix Wealth Management, LLC 6
GatePass Capital, LLC 6
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 6
Tiger Management L.l.c. 6
Cortland Associates Inc/mo 6
VAUGHAN & Co SECURITIES, INC. 6
RCFIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Core Taxable Bond Fund - Institutional Class Shares 6
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 6
Beach Point Capital Management LP 6
Rice Partnership, LLC 6
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 6
Osmium Partners, LLC 6
Blue Barn Wealth, LLC 6
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 6
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 6
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 6
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 6
Arbor Trust Wealth Advisors, Llc 6
Myriad Asset Management Advisors LLC 6
LongView Wealth Management 6
Court Place Advisors, LLC 6
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 6
Hutchens Investment Management Inc 6
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 6
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 6
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 6
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 6
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 6
Hudson Way Capital Management LLC 6
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 6
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 6
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 6
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 6
Wiser Advisor Group LLC 6
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 6
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 6
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 6
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 6
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 6
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 6
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 6
Bickling Financial Services, Inc. 6
Vawter Financial, Ltd. 6
Guardian Investment Management 6
Murphy Pohlad Asset Management LLC 6
Iams Wealth Management, Llc 6
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 6
Peloton Wealth Strategists 6
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 6
Jnl Series Trust - Jnl/jpmorgan Us Government & Quality Bond Fund (a) 6
Goodman Financial Corp 6
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 6
Echo45 Advisors LLC 6
Chescapmanager LLC 6
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 6
SRJAX - JPMorgan Trust I - JPMorgan SmartRetirement 2035 Fund Class A 6
Alamar Capital Management, LLC 6
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 6
CXI Advisors 6
Draper Asset Management, LLC 6
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 6
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 6
Flow State Investments, L.P. 6
Panning Capital Management, LP 6
Ratan Capital Management LP 6
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 6
Academy Capital Management Inc/tx 6
Ignis Investment Services Ltd 6
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 6
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 6
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 6
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 6
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 6
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 6
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 6
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 6
Hartford Funds Management Co LLC 6
Caxton Corp 6
VMS Asset Management Limited 6
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 6
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 6
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 6
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 6
Quad Capital Management Advisors LLC 6
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 6
German American Bancorp, Inc. 6
NEIRG Wealth Management, LLC 6
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 6
Hurlow Wealth Management Group, Inc. 6
Endure Capital Management, LLC 6
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 6
Asset Allocation & Management Company, LLC 6
Darlington Partners Capital Management, Lp 6
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 6
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 6
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I 6
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 6
Mcrae Capital Management Inc 6
Cfs, Llc 6
Quadrant Capital Management, LLC 6
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 6
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 6
apricus wealth, LLC 6
Watershed Private Wealth Llc 6
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 6
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 6
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 6
Poinciana Advisors Group, Llc 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 6
Portland Global Advisors LLC 6
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 6
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 6
Nishkama Capital, LLC 6
Vantus Wealth LLC 6
South Street Advisors LLC 6
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 6
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 6
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 6
Cruiser Capital Advisors, Llc 6
Burkehill Global Management, LP 6
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 6
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 6
Susquehanna Advisors Group, Inc. 6
Novak & Powell Financial Services, Inc. 6
3D/L Capital Management, LLC 6
DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C 6
Skye Global Management LP 6
New Perspective Fund 6
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 6
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 6
Cornerstone Capital Management Llc 6
Traveka Wealth, LLC 6
Generali Investments CEE, investicni spolecnost, a.s. 6
Telemark Asset Management, LLC 6
Taylor Wealth Management Partners 6
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 6
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 6
BCGM Wealth Management, LLC 6
VCFAX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class A 6
Giverny Capital Inc. 6
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 6
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 6
Meteora Capital, LLC 6
RMBKX - RMB INVESTORS TRUST - RMB Mendon Financial Services Fund Class A 6
Para Advisors Llc 6
Wealth Dimensions Group, Ltd. 6
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 6
HN Saltoro Capital, LP 6
Independent Investors Inc 6
HORAN Wealth, LLC 6
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares 6
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 6
Access Financial Services, Inc. 6
JHL Capital Group LLC 6
BlueStem Wealth Partners, LLC 6
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 6
Sherman Asset Management, Inc. 6
Sessa Capital IM, L.P. 6
JNSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2025 Fund Class A 6
Cowen Prime Advisors LLC 6
Fortress Financial Group, Llc 6
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 6
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 6
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 6
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) 6
Pelham Global Financials Ltd 6
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class 6
United Maritime Capital Llc 6
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 6
AAFMAA Wealth Management & Trust LLC 6
Connecticut Capital Management Group, LLC 6
Amici Capital, LLC 6
Acas, Llc 6
Greenup Street Wealth Management Llc 6
ANTIPODES PARTNERS Ltd 6
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 6
Partners Wealth Management, Llc 6
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 6
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 6
Dfa Investment Trust Co - The Emerging Markets Series 6
Ffg Retirement Advisors Llc 6
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 6
Truxt Investmentos Ltda. 6
Independence Trust CO 6
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 6
SageGuard Financial Group, LLC 6
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 6
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 6
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 6
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 6
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C 6
Callahan Advisors, LLC 6
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 6
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 6
DVY - iSHARES TRUST - iShares Select Dividend ETF 6
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 6
Cobble Hill Financial Services, INC 6
Locust Wood Capital Advisers, LLC 6
Sterling Investment Management, Inc. 6
Udine Wealth Management, Inc. 6
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 6
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 6
Bolton Lp 6
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF 6
Fintrust Investment Advisory Services, Llc 6
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 6
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I 6
Wedgewood Investors Inc /pa/ 6
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 6
Pitti Group Wealth Management, LLC 6
Puff Wealth Management, Llc 6
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 6
ARGFX - ARIEL INVESTMENT TRUST - Ariel Fund Investor Class 6
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 6
Rodgers Brothers Inc. 6
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 6
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 6
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 6
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 6
Hefty Wealth Partners 6
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF 6
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 6
Westwood Management Corp /il/ 6
CMC Financial Group 6
Divergent Wealth Advisors, Llc 6
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 6
Stokes Capital Advisors, LLC 6
VeraBank, N.A. 6
Valley National Bancorp 6
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 6
Benedict Financial Advisors Inc 6
Praxis Capital Management LLC 6
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 6
New Capital Management LP 6
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 6
Swmg, Llc 6
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 6
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF 6
Cornell Pochily Investment Advisors, Inc. 6
Ursa Fund Management, LLC 6
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 6
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 6
Dragoneer Investment Group, LLC 6
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 6
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 6
Lake Hills Wealth Management, LLC 6
Opinicus Capital, Inc. 6
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 6
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 6
TRTY - Cambria ETF Trust - Cambria Trinity ETF 6
Glenhill Advisors Llc 6
SMTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund Class A 6
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 6
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 6
Elevate Capital Advisors, LLC 6
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 6
WorthPointe, LLC 6
Northstar Asset Management Llc 6
Main Management ETF Advisors, LLC 6
MACRO Consulting Group 6
Goldenstone Wealth Management LLC 6
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND 6
Salzhauer Michael 6
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 6
Cohen & Steers Capital Management Inc 6
Alphinity Investment Management Pty Ltd 6
Keystone Financial Group, Inc. 6
JSMAX - JPMorgan Trust I - JPMorgan SmartRetirement 2030 Fund Class A 6
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 6
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 6
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 6
LINVGR - First Investors Life Series Funds - First Investors Life Series Investment Grade Fund 6
Q Global Advisors, LLC 6
Tandem Financial, LLC 6
Fortune 45 LLC 6
Aletheian Wealth Advisors LLC 6
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 6
Cito Capital Group, LLC 6
Tax-managed Global Small-cap Portfolio 6
Lawson Kroeker Investment Management Inc/ne 5
ALTY - Global X Funds - Global X SuperDividend Alternatives ETF 5
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 5
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 5
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 5
Fiduciary Management Associates Llc 5
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 5
Seven Springs Wealth Group, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 5
Kerntke Otto McGlone Wealth Management Group 5
TOWER TRUST Co 5
Sollinda Capital Management LLC 5
Trust Co of Kansas 5
Bath Savings Trust Co 5
F&V Capital Management, LLC 5
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 5
Grassi Investment Management Llc 5
Virtus Family Office LLC 5
MGO Private Wealth, LLC 5
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 5
TCP Asset Management, LLC 5
Blue Grotto Capital, LLC 5
Foyston, Gordon, & Payne Inc 5
PENN SERIES FUNDS INC - Small Cap Growth Fund 5
EisnerAmper Wealth Management Corporate Benefits, LLC 5
No Street GP LP 5
Willow Street Advisors LLC 5
Hidden Lake Asset Management LP 5
Filament LLC 5
Schwerin Boyle Capital Management Inc 5
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 5
Hillman Capital Management, Inc. 5
CFO4Life, L.P. 5
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 5
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF 5
Ameraudi Asset Management, Inc. 5
Sycale Advisors (NY) LLC 5
Tower Square Investment Management, Llc 5
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 5
Blue Whale Capital LLP 5
Financial Strategies Group, Inc. 5
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 5
Legacy Wealth Planning, LLC 5
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 5
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 5
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 5
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 5
Invesco Senior Income Trust 5
Arq Wealth Advisors, Llc 5
Corbett Road Capital Management, Llc 5
Darrell & King Llc 5
Heard Capital LLC 5
Qp Wealth Management, Llc 5
Houlihan Financial Resource Group, Ltd. 5
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 5
Kuhn & Co Investment Counsel 5
Howard Capital Management 5
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 5
20/20 Capital Management, Inc. 5
Berkshire Money Management, Inc. 5
Stewart & Patten Co Llc 5
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 5
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 5
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 5
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 5
AllianzGI Artificial Intelligence & Technology Opportunities Fund 5
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 5
Ti-trust, Inc 5
EMQQ - EXCHANGE TRADED CONCEPTS TRUST - EMQQ The Emerging Markets Internet & Ecommerce ETF 5
Epiq Partners, Llc 5
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 5
Rinet Co LLC 5
Atwater Malick LLC 5
Paracle Advisors, LLC 5
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 5
Emerson Investment Management, Llc 5
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 5
Royal Harbor Partners, LLC 5
TANDX - PFS FUNDS - Castle Tandem Fund Institutional 5
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class 5
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 5
Cardinal Strategic Wealth Guidance 5
Bracebridge Capital, LLC 5
AEGON USA Investment Management, LLC 5
QSTAX - Advisors Preferred Trust - Quantified STF Fund Advisor Class Shares 5
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 5
Dreyfus Cash Management 5
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 5
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 5
Cairn Investment Group, Inc. 5
Dreyfus Government Cash Management Funds 5
Ayrshire Capital Management LLC 5
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 5
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 5
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 5
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 5
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 5
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 5
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 5
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 5
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 5
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 5
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 5
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 5
Jnl Series Trust - Jnl/crescent High Income Fund (a) 5
Independence Advisors, LLC 5
Ostrum Asset Management U.s., Llc 5
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 5
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 5
Keener Financial Planning LLC 5
PMHIX - PIMCO Equity Series - PIMCO EqS Long/Short Fund Institutional Class 5
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 5
Lehman & Derafelo Financial Resources LLC 5
One Wealth Management Investment & Advisory Services, LLC 5
Tranquilli Financial Advisor LLC 5
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 5
Emrys Partners, L.P. 5
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 5
Susquehanna International Group Ltd. 5
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 5
Dreyfus Institutional Preferred Money Market Funds 5
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 5
Ota Llc 5
North Square Investments Trust - North Square McKee Bond Fund Class I 5
Palisades Investment Partners, LLC 5
Windward Capital Management Co /ca 5
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 5
RQSI Ltd 5
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 5
Syntax Advisors, Llc 5
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 5
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 5
Halsey Associates Inc/ct 5
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 5
Vermillion Asset Management LLC 5
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 5
Beacon Bridge Wealth Partners, LLC 5
Titiun Yejiel 5
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 5
BLCN - Reality Shares ETF Trust - REALITY SHARES NASDAQ NEXGEN ECONOMY ETF 5
Gabelli Utility Trust 5
Advisor Consultant Network Inc 5
Hudson Value Partners, LLC 5
Outfitter Financial LLC 5
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 5
Elm Partners Management LLC 5
Taddei, Ludwig & Associates, Inc. 5
Sky Investment Group LLC 5
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 5
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 5
STAR Financial Bank 5
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 5
Longer Investments Inc. 5
ARIEX - Allianz Funds Multi-Strategy Trust - AllianzGI Floating Rate Note Fund Institutional Class 5
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 5
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 5
Arabesque Asset Management Ltd 5
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) 5
Federated Mdt Large Cap Value Fund 5
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 5
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 5
Freemont Management S.A. 5
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 5
Tiedemann Trust Co 5
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 5
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 5
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 5
JACKSON VARIABLE SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (A) 5
Timucuan Asset Management Inc/fl 5
Crew Capital Management, Ltd. 5
Integrated Capital Management, Inc. 5
Red Lighthouse Investment Management, Llc 5
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 5
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 5
Ceera Investments, Llc 5
North Point Portfolio Managers Corp/oh 5
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 5
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 5
LQLAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Alternative Strategies Fund Class A 5
Strategic Family Wealth Counselors, L.L.C. 5
New Century Investment Management, Inc 5
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 5
REDW Wealth LLC 5
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 5
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A 5
RAAX - VanEck Vectors ETF Trust - VanEck Vectors Real Asset Allocation ETF 5
Equity Investment Corp 5
Alpine Associates Advisors 5
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 5
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 5
MBA Advisors LLC 5
Oppenheimer Main Street Small Cap Fund 5
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A 5
Weatherbie Capital, Llc 5
Rubric Capital Management LP 5
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 5
Limestone Value Partners, LLC 5
Oneamerica Funds Inc 5
Millburn Ridgefield Corp 5
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 5
Advisory Resource Group 5
Source Financial Advisors LLC 5
Managed Account Services Inc 5
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 5
PUTNAM FUNDS TRUST - Putnam Short Term Investment Fund Class P 5
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 5
VanEck Funds 5
Franklin Templeton International Trust 5
Towneley Capital Management, Inc / DE 5
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 5
JD Financial Services Inc. 5
Edmp, Inc. 5
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 5
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 5
NOIGX - Northern Funds - Northern International Equity Fund 5
INFL - Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF 5
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 5
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 5
Excelsia, Inc. 5
North Ridge Wealth Advisors, Inc. 5
Northwestern Mutual Life Insurance Co 5
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 5
Loeb Offshore Management LP 5
Silver Coast Investments LLC 5
Greystone Managed Investments Inc. 5
Hobart Private Capital, LLC 5
Alcosta Capital Management, Inc. 5
Tanglewood Legacy Advisors, LLC 5
Jensen Investment Management Inc 5
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 5
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 5
Perennial Investment Partners LTD 5
Millington Financial Advisors, LLC 5
Fonville Wealth Management LLC 5
Wealthspring Capital LLC 5
Hosking & Co Ltd 5
WJ Wealth Management, LLC 5
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund 5
Murphy, Middleton, Hinkle & Parker, Inc. 5
GFI Investment Counsel Ltd. 5
Newtyn Management, LLC 5
Constitution Capital LLC 5
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 5
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 5
Re Advisers Corp 5
Burnham Asset Management Corp /ny/ 5
Penn Mutual Life Insurance Co 5
Global Strategic Investment Solutions, LLC 5
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 5
Planning Alternatives Ltd /adv 5
Aragon Global Management, LP 5
Laurus Investment Counsel Inc. 5
Highmount Capital, LLC 5
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 5
Conversant Capital LLC 5
Fairhaven Wealth Management, LLC 5
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 5
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 5
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 5
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 5
Harvey Capital Management Inc 5
Harbour Wealth Management Group, Inc. 5
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund 5
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 5
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 5
Sippican Capital Advisors 5
Aberdeen Global Select Opportunities Fund Inc. 5
Lagoda Investment Management, L.P. 5
VVSGX - VALIC Co I - Small Cap Growth Fund 5
Newfoundland Capital Management 5
Vancity Investment Management Ltd 5
Point Nemo Capital, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 5
GPIIX - Grandeur Peak Global Trust - Grandeur Peak International Opportunities Fund Institutional Class 5
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 5
Madison Wealth Partners, Inc 5
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 5
Chou Associates Management Inc. 5
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 5
Bornite Capital Management LP 5
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 5
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 5
Pyrrho Capital Management, LP 5
Bell & Brown Wealth Advisors, Llc 5
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 5
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 5
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A 5
Dempze Nancy E 5
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 5
Neuberger Berman Real Estate Securities Income Fund Inc 5
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 5
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 5
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 5
Unio Capital LLC 5
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 5
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 5
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 5
Melqart Asset Management (uk) Ltd 5
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 5
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 5
Sonoma Private Wealth LLC 5
Victory Institutional Funds 5
Gibson Capital, LLC 5
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 5
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 5
Strategic Capital Advisers, Inc. 5
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 5
Legacy Financial Strategies, LLC 5
APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class 5
Round Table Investment Management Company, Lp 5
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 5
Ategra Capital Management, LLC 5
Financial Network Wealth Management LLC 5
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 5
Jlb & Associates Inc 5
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 5
Cassia Capital Partners, LLC 5
Thames Capital Management Llc 5
Ruane, Cunniff & Goldfarb L.P. 5
Gifford Fong Associates 5
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 5
Equity Investment Corp/ga 5
Arxis Securities Llc 5
Dreyfus Institutional Liquidity Funds 5
Atlas Wealth Partners, LLC 5
Wells Trecaso Financial Group, LLC 5
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 5
Nuveen Credit Strategies Income Fund 5
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 5
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 5
Sterling Investment Advisors Llc /adv 5
Winton Series Trust 5
Oak Family Advisors, Llc 5
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 5
Advent Claymore Convertible Securities & Income Fund Ii 5
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 5
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 5
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 5
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 5
APCM Wealth Management for Individuals 5
Cortland Advisers Llc 5
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 5
Bennett Lawrence Management L L C/ny 5
Cunning Capital Partners, LP 5
Fairpointe Capital LLC 5
Selz Capital LLC 5
Cambridge Associates Llc /ma/ /adv 5
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 5
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 5
Center For Asset Management LLC 5
Tlwm 5
Trinity Financial Advisors LLC 5
Luminus Management Llc 5
Steben Alternative Investment Funds 5
Blue Line Capital, LLC / IL 5
Fondren Management LP 5
Causey Wealth LLC 5
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 5
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 5
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K 5
Roehl & Yi Investment Advisors, LLC 5
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 5
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 5
Gagnon Securities Llc 5
Websterrogers Financial Advisors, Llc 5
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I 5
Nuveen High Income November 2021 Target Term Fund 5
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II 5
MMCAP International Inc. SPC 5
Harvest Portfolios Group Inc. 5
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 5
Trask Adam Roland 5
KWB Wealth 5
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 5
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 5
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 5
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 5
Global Thematic Partners, LLC 5
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 5
First Trust High Income Long/short Fund 5
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares 5
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 5
August Group Capital Ltd 5
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 5
MA Private Wealth 5
Beaumont Asset Management, L.L.C. 5
Infini Master Fund 5
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 5
Loeb King Trust 5
Templeton & Phillips Capital Management, LLC 5
Front Barnett Associates Llc 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 5
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A 5
Lalia Capital, LLC 5
PBU - The Pension Fund of Early Childhood & Youth Educators 5
Meridian Management Co 5
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF 5
Curtis Wealth Management Llc 5
SBI Okasan Asset Management Co.Ltd. 5
Shepherd Street Advisors LLC 5
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 5
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 5
Kaydan Wealth Management, Inc. 5
Cogent Private Wealth, Inc. 5
Wd Rutherford Llc 5
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 5
Laurel Wealth Planning LLC 5
Galaxy Digital Inc. 5
Henderson Brothers Financial Partners, LLC 5
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 5
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 5
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 5
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 5
AXA PREMIER VIP TRUST - Charter Moderate Growth Portfolio Class B 5
LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class 5
Sara-Bay Financial 5
MIG Capital, LLC 5
Crestmont Private Wealth LLC 5
Letko, Brosseau & Associates Inc 5
Oak Hill Wealth Advisors, Llc 5
Midwest Financial Partners Investments, Inc. 5
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 5
Southeastern Asset Management Inc/tn/ 5
McAlister, Sweet & Associates, Inc. 5
Advance Capital Management, Inc. 5
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 5
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 5
AXA PREMIER VIP TRUST - Charter Moderate Portfolio Class B 5
Axa Financial Inc 5
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A 5
Granger Management LLC 5
Aldebaran Financial Inc. 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 5
Guardian Financial Partners, LLC 5
Jafra Capital Management LP 5
Deimos Asset Management LLC 5
Womack Financial LLC 5
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 5
Cyrus Capital Partners, L.p. 5
Merrithew & Thorsten Inc 5
AXA PREMIER VIP TRUST - Charter Growth Portfolio Class B 5
Oppenheimer Rising Dividends Fund 5
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF 5
C WorldWide Group Holding A/S 5
Taylor & Morgan Wealth Management, LLC 5
North American Management Corp 5
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 5
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 5
IvyRock Asset Management (HK) Ltd 5
RCW Management, LLC 5
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 5
Partnership Wealth Management, LLC 5
Oppenheimer Small Cap Value Fund 5
Brindle & Bay Financial Advisors, LLC 5
Directional Asset Management 5
Heirloom Wealth Management 5
StoryOne LLC 5
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 5
Lakeshore Financial Planning, Inc. 5
Breachway Investments LLC 5
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A 5
J.M. Arbour, LLC 5
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 5
Financial Avengers, Inc. 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 5
Bridges Investment Counsel Inc/ 5
Adelphi Trust Co 5
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6 5
Invariant Investment Management 5
JM2 Capital Inc. 5
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 5
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 5
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I 5
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 5
Sitrin Capital Management LLC 5
Sapience Investments, LLC 5
Buttonwood Financial Advisors Inc. 5
Polaris Investment Advisors, LLC 5
Clark Estates Inc/ny 5
Epacria Capital Partners, Llc 5
Shrier Wealth Management, Llc 5
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 5
AXA PREMIER VIP TRUST - Charter Conservative Portfolio Class B 5
Steadtrust LLC 5
Bond & Devick Financial Network, Inc. 5
Knoll Capital Management, LLC 5
Orser Capital Management, Llc 5
Truehand, Inc 5
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 5
Samson Rock Capital LLP 5
Cottonwood Capital Advisors, Llc 5
Kickstand Ventures, Llc. 5
Act Wealth Management, Llc 5
Suffolk Capital Management Llc 5
Maxele Advisors, LLC 5
Galaxy Digital Capital Management GP LLC 5
AXA PREMIER VIP TRUST - Charter Aggressive Growth Portfolio Class B 5
Bishop Rock Capital, L.P. 5
Snyder Capital Management L P 5
IFS Group,LLC 5
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 5
Crawford Lake Capital Management, LLC 5
Fearless Solutions, LLC dba Best Invest 5
Berman McAleer LLC 5
BAM Wealth Management, LLC 5
Emergent Wealth Advisors, LLC 5
Blalock Williams, Llc 5
Rye Brook Capital LLC 5
Aventus Investment Advisors, Inc. 5
Payden & Rygel Investment Group 5
Meadowbrook Wealth Management, LLC 5
Financial Partners Capital Management Llc 5
Round Hill Asset Management 5
Wright Managed Income Trust 5
TPG Group Holdings (SBS) Advisors, Inc. 5
TAGStone Capital, Inc. 5
Blodgett Wealth Advisors, Llc 5
First Western Capital Management Co 5
Boston Income Portfolio - Boston Income Portfolio 5
Helios Capital Management Pte. Ltd 5
Harvest Capital Management Inc 5
AAAA - EA Series Trust - Amplius Aggressive Asset Allocation ETF 5
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 5
BLGR - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Growth ETF 5
BVAL - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Value ETF 5
Novak Financial Planning, LLC 5
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 5
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 5
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 5
Oakmont Advisory Group, LLC 5
Cambridge Financial Group, LLC 5
Phraction Management LLC 5
Equita Financial Network, Inc. 5
BDFS Capital LLC 5
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 5
St. James Investment Advisors, LLC 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 5
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 5
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF 5
Stonebridge Wealth Management, LLC 5
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF 5
Capital Group KKR Multi-Sector (plus) 5
Capital Group KKR Core Plus (plus) 5
Morling Financial Advisors, LLC 5
Western Asset Managed High Income Fund Inc. 5
Kearns & Associates LLC 5
IVC Wealth Advisors LLC 5
Cross Staff Investments Inc 5
Greylin Investment Mangement Inc 5
Capital Market Strategies LLC 5
Jana Partners Llc 5
Willow Creek Wealth Management Inc. 5
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 5
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 5
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 5
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 5
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 5
General Money Market Fund Inc 5
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 5
General Atlantic Llc 5
Catalyst Investment Management LLC 5
Harber Asset Management Llc 5
Ervin Investment Management, LLC 5
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 5
Aire Advisors, Llc 5
Lavelle Capital Lp 5
Covea Finance 5
Robotti Robert 5
Arbor Capital Management Inc /adv 5
Sarver Vrooman Wealth Advisors 5
Ivory Investment Management, Llc 5
Wood Asset Management Inc 5
Brookside Capital Management Llc 5
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 5
Causeway Capital Management Llc 5
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 5
Saratoga Research & Investment Management 5
Silchester International Investors LLP 5
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 5
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 5
Paradigm Capital Management, LLC/NV 5
Rainier Family Wealth Inc 5
Aristotle Capital Boston, LLC 5
Seven Grand Managers, Llc 5
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 5
Semper Augustus Investments Group Llc 5
Sapphire Star Partners LP 5
Barnes Pettey Financial Advisors, Llc 5
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 5
Credit Suisse Asset Management Income Fund Inc 5
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 5
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A 5
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II 5
Second Line Capital, LLC 5
iAB Financial Bank 5
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 5
Slocum, Gordon & Co LLP 5
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 5
Needham Investment Management Llc 5
Brookfield Real Assets Income Fund Inc. 5
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 5
Gray Wealth Management Inc. 5
Investment Advisory Group, LLC 5
Horizon Family Wealth, Inc. 5
LeConte Wealth Management, LLC 5
Afg Fiduciary Services Limited Partnership 5
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 5
Conatus Capital Management LP 5
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 5
OneAscent Investment Solutions LLC 5
Papamarkou Wellner Asset Management inc. 5
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 5
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 5
Brady Family Wealth, Llc 5
Allegiance Financial Group Advisory Services LLC 5
Blue Owl Capital Holdings LP 5
Kingsman Wealth Management, Inc. 5
Blossom Wealth Management 5
Wilson & Boucher Capital Management, LLC 5
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 5
Kinloch Capital, LLC 5
Tweedy, Browne Co LLC 5
Financial Advisory Partners, Llc 5
Manhattan West Asset Management, LLC 5
Mcglinn Capital Management Inc 5
Herbst Group, Llc 5
Yukon Wealth Management, Inc. 5
SDIV - Global X Funds - Global X SuperDividend ETF 5
CIC Wealth, LLC 5
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF 5
GURU - Global X Funds - Global X Guru Index ETF 5
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 5
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB 5
Bennett Selby Investments Lp 5
Intrepid Family Office Llc 5
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 5
Domani Wealth, LLC 5
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 5
Tanager Wealth Management LLP 5
Alliancebernstein Income Fund Inc 5
Cooper Capital Advisors LLC 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 5
AGH Wealth Advisors, LLC 5
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 5
BlackRock ETF Trust - BlackRock Large Cap Value ETF 5
CHGX - EA Series Trust - Stance Sustainable Beta ETF 5
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 5
Columbia Funds Variable Insurance Trust I 5
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 5
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 5
Dow Chemical Co /de/ 5
Westwood Wealth Management 5
Relative Value Partners, LLC 5
Fairtree Asset Management (Pty) Ltd 5
Bedrijfstakpensioenfonds Voor De Media Pno 5
Ndwm Llc 5
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 5
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 5
Marathon Asset Management Lp 5
PACIFIC SELECT FUND - Technology Portfolio Class I 5
GBTFX - US GLOBAL INVESTORS FUNDS - All American Equity Fund 5
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 5
Bellevue Group AG 5
Griffin Institutional Access Credit Fund 5
4J Wealth Management LLC 5
Metropolitan Capital Advisors Inc 5
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 5
Aegis Wealth Management LLC 5
Moon Capital Management Lp 5
Alta Capital Management Llc/ 5
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 5
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 5
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 5
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 5
Credit Suisse High Yield Bond Fund 5
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 5
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 5
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 5
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 5
Trium Capital LLP 5
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class 5
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class 5
Walnut Private Equity Partners, Llc 5
Mpi Investment Management, Inc. 5
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 5
Lakeshore Capital Group, Inc. 5
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I 5
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 5
Kovitz Investment Group, LLC 5
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class 5
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I 5
Medici Capital Llc 5
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 5
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 5
CCRV - iShares U.S. ETF Trust - iShares Commodity Curve Carry Strategy ETF 5
Investor Ab 5
Texan Capital Management 5
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 5
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 5
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 5
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 5
Metatron Capital SICAV plc 5
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 5
Pacific Point Advisors, LLC 5
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 5
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 5
Westhampton Capital, LLC 5
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 5
SFI Advisors, LLC 5
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 5
NorthStar Asset Management LLC /NJ/ 5
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 5
Tillar-Wenstrup Advisors, LLC 5
OV Management LLC 5
Silver Lake Advisory, LLC 5
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 5
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 5
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 5
Midway Capital Research & Management 5
Carroll Investors, Inc 5
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 5
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 5
Trace Wealth Advisors, LLC 5
MKP Capital Management, L.L.C. 5
Lionshead Wealth Management, LLC 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 5
Regis Management CO LLC 5
Employees Provident Fund Board 5
DAINX - Dunham Funds - Dunham International Stock Fund Class A 5
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 5
Denver Wealth Management, Inc. 5
Asset Management Group, Inc. 5
Omni Event Management Ltd 5
Blankinship & Foster, LLC 5
HT Partners LLC 5
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 5
Ithaka Group Llc 5
Hsbc Portfolios 5
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 5
Noked Capital LTD 5
Bastion Asset Management Inc. 5
Keyvantage Wealth, Llc 5
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 5
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 5
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 5
ADAPT Investment Managers SA 5
BIADX - Brown Advisory Funds - Brown Advisory Equity Income Fund Investor Shares 5
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 5
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 5
Blackrock 2022 Global Income Opportunity Trust 5
Ccm Investment Advisers Llc 5
Noked Israel Ltd 5
Vance Wealth, Inc. 5
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares 5
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 5
Shaker Investments Llc/oh 5
Sovereign's Capital Management, LLC 5
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 5
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 5
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 5
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 5
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 5
RDST Capital LLC 5
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 5
Bullseye Investment Management, LLC 5
Rock Point Advisors, LLC 5
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 5
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I 5
Woodbridge CO LTD 5
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 5
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 5
Massachusetts Wealth Management 5
Frederick Financial Consultants, LLC 5
TT Capital Management LLC 5
Boardman Bay Capital Management Llc 5
Analyst IMS Investment Management Services Ltd. 5
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 5
First Fiduciary Investment Counsel, Inc. 5
Arena Capital Advisors, LLC- CA 5
Matrix Asset Advisors Inc/ny 5
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 5
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 5
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 5
Prepared Retirement Institute LLC 5
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 5
BKF - iShares, Inc. - iShares MSCI BRIC ETF 5
Beaconlight Capital, Llc 5
JOCEX - Advisers Investment Trust - JOHCM Credit Income Fund Class I Shares 5
Landing Point Financial Group, LLC 5
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 5
Arrow Capital Pty Ltd 5
Mfs Government Markets Income Trust 5
Covalis Capital Llp 5
Seed Wealth Management, Inc. 5
Spahn Wealth & Retirement LLC 5
Adams Natural Resources Fund, Inc. 5
Astra Wealth Partners LLC 5
Trafelet Brokaw Capital Management, L.p. 5
Prudent Man Investment Management, Inc. 5
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 5
Mubadala Investment Co PJSC 5
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 5
Riggs Capital Management LLC 5
Kensico Capital Management Corp 5
Check Capital Management Inc/ca 5
Moment Partners, LLC 5
Serenity Investment Advisors 5
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 5
Bay Capital Advisors, LLC 5
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 5
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 5
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 5
Integrated Core Strategies (us) Llc 5
Columbus Hill Capital Management, L.P. 5
Adventist Health System Sunbelt Healthcare Corp 5
HGI Capital Management, LLC 5
Generali Investments, Management Co LLC 5
North Forty Two & Co. 5
Saiph Capital, LLC 5
Kennondale Capital Management LLC 5
OakTrust Wealth Advisors, LLC 5
Entrewealth, Llc 5
Independence Capital Asset Partners, LLC 5
PGOVX - PIMCO FUNDS - PIMCO Long-Term U.S. Government Fund Institutional 5
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 5
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 5
Suncoast Equity Management 5
King Investment Advisors Inc/tx 5
Itau USA Asset Management Inc. 5
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 5
Clay Northam Wealth Management, LLC 5
Croban 5
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 5
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 5
Miller Financial Services LLC 5
Windmill Hill Asset Management Ltd 5
Axis Wealth Partners, LLC 5
Watershed Asset Management, L.L.C. 5
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 5
Alpine Group Usvi, Llc 5
Unified Investment Management 5
Montz Harcus Wealth Management LLC 5
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 5
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 5
Beaton Management Co. Inc. 5
Bond Portfolio Ii 5
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A 5
First International Bank & Trust 5
Siligmueller & Norvid Wealth Advisors LLC 5
LifeGoal Wealth Advisors 5
Sincerus Advisory, LLC 5
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB 5
Marshall Investment Management, Llc 5
Olstein Funds 5
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 5
Harrington Investments, INC 5
Corps Capital Advisors, LLC 5
Legacy Solutions, Llc 5
DWTFX - Arrow Investments Trust - ARROW DWA TACTICAL FUND CLASS A SHARES 5
Commerce Advisors, LLC 5
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 5
Lord & Richards Wealth Management, LLC 5
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 5
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 5
BXM Wealth LLC 5
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF 5
Palacios Wealth Management, LLC 5
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 5
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF 5
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 5
Scepter Holdings, Inc. 5
Park Capital Management, LLC / WI 5
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 5
Up Strategic Wealth Investment Advisors Llc 5
ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class 5
PEDIX - PIMCO FUNDS - PIMCO Extended Duration Fund Institutional 5
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 5
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 5
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 5
Sands Capital Management, Llc 5
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 5
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 5
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 5
Simmons First Trust Co Na 5
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 5
Armstrong Shaw Associates Inc/ct 5
Mountain Pacific Investment Advisers Inc/id 5
Slagle Financial, LLC 5
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 5
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 5
CORDA Investment Management, LLC. 5
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 5
AlpInvest Partners B.V. 5
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 5
BankPlus Wealth Management LLC 5
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 5
Spinecap SAS 5
Lodge Hill Capital, LLC 5
CCLA Investment Management Ltd 5
Cathy Pareto & Associates, Inc 5
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 5
TABR Capital Management, LLC 5
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND 5
Pacific Alternative Asset Management Company, Llc 5
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 5
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF 5
Flywheel Private Wealth LLC 5
REDWX - Aspiration Funds - Aspiration Redwood Fund 5
Cooper Creek Partners Management Llc 5
Oak Point Wealth Management 5
Tremblant Capital Group 5
GFGF - EA Series Trust - Guru Favorite Stocks ETF 5
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 5
Institutional Capital Llc 5
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 5
Cascade Investment Group, Inc. 5
SFE Investment Counsel 5
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 5
TCM Advisors, LLC 5
Hotaling Investment Management, LLC 5
GLR Partners, LLC 5
Invesco, Llc 5
West Wealth Group, LLC 5
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 5
Brooklyn FI, LLC 5
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 5
Alley Investment Management Company, LLC 5
Alken Asset Management Ltd. 5
Newbrook Capital Advisors LP 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 5
Morton Community Bank 5
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 5
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 5
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 5
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 5
VFPAX - FundVantage Trust - Private Capital Management Value Fund Class A 5
Trellis Advisors, LLC 5
Tudor Financial Inc. 5
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 5
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 5
LHEAX - LOCORR INVESTMENT TRUST - LoCorr Hedged Core Fund Class A 5
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 5
Alden Global Capital LLC 5
Valued Retirements, Inc. 5
Bares Capital Management, Inc. 5
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 5
Washington Growth Strategies Llc 5
J.P. Marvel Investment Advisors, LLC 5
Philadelphia Investment Partners New Generation Fund 5
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 5
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 5
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 5
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 5
Pioneer Family Office, LLC 5
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class 5
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 5
Global Wealth Management, LLC 5
Nicholson Wealth Management Group, LLC 5
Myecfo, Llc 5
Park West Asset Management LLC 5
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 5
AGAAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Small & Mid Cap Growth Fund Class A 5
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 5
Mirabaud & Cie SA 5
Diversified Investment Strategies, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class 5
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 5
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 5
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 5
Full Value Advisors LLC 5
Bayview Asset Management, Llc 5
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF 5
PIMCO Flexible Real Estate Income Fund 5
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF 5
Dg Capital Management Inc 5
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND 5
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 5
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 5
Sage Advisors, Llc 5
Creekside Partners 5
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 5
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF 5
Harbor Advisory Corp /ma/ 5
TSWFX - Perpetual Americas Funds Trust - TSW CORE PLUS BOND FUND Institutional Shares 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 5
VLCGX - VALIC Co I - Large Capital Growth Fund 5
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 5
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 5
Parametric Market Neutral Portfolio 5
Columbia Etf Trust 5
Smith Thornton Advisors LLC 5
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A 5
Capital Investment Counsel, LLC 5
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 5
Advocate Group Llc 5
RMR Capital Management, LLC 5
FreeGulliver LLC 5
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 5
Greenfield Savings Bank 5
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 5
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 5
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 5
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 5
1858 Wealth Management, Llc 5
Transatlantique Private Wealth Llc 5
DeepCurrents Investment Group LLC 5
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF 5
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Gold & Special Minerals Fund Class C 5
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 5
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 5
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 5
January Capital Advisors LLC 5
Miller Wealth Advisors, Llc 5
Manikay Partners, LLC 5
AWM Investment Company, Inc. 5
Rockingstone Advisors LLC 5
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 5
Drake & Associates, LLC 5
Compton Wealth Advisory Group, LLC 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 5
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 5
Banc Funds Co Llc 5
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 5
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 5
Schneider Capital Management Corp 5
ABVAX - AB TRUST - AB Value Fund Class A 5
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C 5
Price Jennifer C. 5
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 5
Alexander Labrunerie & Co., Inc. 5
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV 5
Avenir Corp 5
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 5
Neumann Capital Management, LLC 5
Unique Wealth, Llc 5
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 5
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 5
JOGIX - Advisers Investment Trust - JOHCM Global Equity Fund Institutional Shares 5
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 5
Sunflower Bank, Na Wealth Management 5
Brooks, Moore & Associates, Inc. 5
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 5
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 5
ADPV - Series Portfolios Trust - Adaptiv Select ETF 5
MOOD - EA Series Trust - Relative Sentiment Tactical Allocation ETF 5
Crusonia Wealth Advisors LLC 5
RW Investment Management LLC 5
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 5
Evergreen Quality Fund GP, Ltd. 5
Investment Management Of Virginia Llc 5
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 5
Perissos Private Wealth Management, LLC 5
Barrington Strategic Wealth Management Group LLC 5
Passumpsic Savings Bank 5
Peck Wealth Management, LLC 5
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 5
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 5
CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares 5
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 5
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 5
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 5
Next Century Growth Investors Llc 5
FSMIX - FRANKLIN STRATEGIC MORTGAGE PORTFOLIO - FRANKLIN STRATEGIC MORTGAGE PORTFOLIO Class A1 5
Brinton Eaton, Llc 5
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 5
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 5
Oppenheimer Limited-term Bond Fund 5
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 5
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I 5
Davies Financial Advisors, Inc. 5
Bernardo Wealth Planning LLC 5
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 5
Resolute Wealth Strategies, LLC 5
PENN SERIES FUNDS INC - Large Cap Growth Fund 5
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 5
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 5
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 5
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 5
Invesco High Income 2023 Target Term Fund 5
PENN SERIES FUNDS INC - Mid Core Value Fund 5
Fox Hill Wealth Management 5
Arrowroot Family Office, LLC 5
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 5
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 5
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 5
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 5
Pine Harbor Wealth Management, LLC 5
Tradewinds Global Investors, LLC 5
AMID - EA Series Trust - Argent Mid Cap ETF 5
Azzad Asset Management Inc /adv 5
Schulhoff & Co Inc 5
Gladstone Capital Management LLP 5
Diker Management Llc 5
TBG - EA Series Trust - TBG Dividend Focus ETF 5
Mesirow Institutional Investment Management, Inc. 5
Security National Bank Of Sioux City Iowa /ia/ 5
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 5
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund 5
Hardman Johnston Global Advisors LLC 5
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 5
TrustWell Financial Advisors, LLC 5
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 5
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 5
WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class 5
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 5
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 5
Livelsberger Financial Advisory 5
Sweeney & Michel, Llc 5
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 5
CWH Capital Management, Inc. 5
Donald Smith & Co., Inc. 5
Skyline Advisors, Inc. 5
Nuveen Equity Premium Advantage Fund 5
Muirfield Wealth Advisors Llc 5
Kennedy Investment Group 5
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class 5
Johnson & White Wealth Management, LLC 5
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 5
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 5
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 5
American Institute for Advanced Investment Management, LLP 5
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 5
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 5
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 5
Vontobel Asset Management Inc 5
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF 5
Troluce Capital Advisors LLC 5
CA Family Wealth, LLC 5
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 5
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 5
MAFIX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class I Shares 5
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A 5
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 5
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 5
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 5
KRMA - Global X Funds - Global X Conscious Companies ETF 5
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Small Cap Value Fund Class R6 4
Cedrus Wealth Group LLC 4
Canoe Financial LP 4
Strata Wealth Advisors, LLC 4
Rail-Splitter Capital Management, LLC 4
Sebold Capital Management, Inc. 4
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 4
Forest Hill Capital, LLC 4
Opus Investment Management Inc 4
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 4
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 4
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 4
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 4
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares 4
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 4
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares 4
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 4
Windsor Advisory Group, LLC 4
Sound View Wealth Advisors, Llc 4
QRMIX - AQR Funds - AQR Risk Parity II MV Fund Class I 4
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 4
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6 4
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A 4
First Interstate Bancsystem Inc 4
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 4
Arcataur Capital Management LLC 4
Michael S. Ryan, Inc. 4
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 4
Armstrong, Fleming & Moore, Inc 4
Northwest Bank & Trust Co 4
Rappaport Reiches Capital Management, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 4
Pergamon Offshore Advisors, L.P. 4
AIFG Consultants Ltd. 4
Bayshore Capital Advisors, LLC 4
Boston Research & Management Inc 4
Sterling Capital Variable Insurance Funds 4
Ramsey Asset Management 4
LGRUX - LORD ABBETT TRUST I - Lord Abbett Investment Grade Floating Rate Fund Class R6 4
Constant Guidance Financial LLC 4
Key Bridge Compliance, LLC 4
Weber Alan W 4
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 4
ROE - EA Series Trust - Astoria US Quality Kings ETF 4
MWA Asset Management 4
Bedel Financial Consulting Inc 4
Olympus Wealth Management, Llc 4
Disciplina Capital Management LLC 4
Prosperitas Financial LLC 4
GRATRY & Co LLC 4
MSTI - Madison ETFs Trust - Madison Short-Term Strategic Income ETF 4
CVRD - Madison ETFs Trust - Madison Covered Call ETF 4
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 4
Fidelity D & D Bancorp Inc 4
Austin Wealth Management, LLC 4
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF 4
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund 4
GPMCX - Grandeur Peak Global Trust - Grandeur Peak Global Micro Cap Fund Institutional Class 4
Gendell Jeffrey L 4
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 4
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 4
Invera Wealth Advisors, LLC 4
Avid Wealth Partners LLC 4
Valentine Ventures Llc 4
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 4
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 4
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 4
Priebe Wealth Holdings LLC 4
Value Partners Ltd /adv 4
OHSHX - RBB FUND, INC. - Oakhurst Short Duration High Yield Credit Fund Institutional Shares 4
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 4
Stephenson & Company, Inc. 4
Sentry LLC 4
Eagle Wealth Strategies Llc 4
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 4
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A 4
Shared Vision Wealth Group LLC 4
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 4
Worm Capital, Llc 4
Hoge Financial Services, Llc 4
Steadfast Advisors Lp 4
Arbor Capital Management Llc 4
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 4
Acorn Creek Capital Llc 4
Robinson Smith Wealth Advisors Llc 4
Hansen & Associates Financial Group, Inc. 4
Maxwell Wealth Strategies Inc. 4
Brighthouse Funds Trust I - Brighthouse Balanced Plus Portfolio Class B 4
ROI Financial Advisors, LLC 4
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 4
Swisher Financial Concepts, Inc. 4
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 4
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 4
Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A 4
Alternative Investment Advisors, LLC. 4
Oceanside Advisors LLC 4
Mango Five Family, Inc. 4
Systematic Portfolios LLC 4
Keyes, Stange & Wooten Wealth Management, LLC 4
QSV Equity Investors LLC 4
OEF - iSHARES TRUST - iShares S&P 100 ETF 4
Optimist Retirement Group LLC 4
Oracle Alpha Inc. 4
Braeside Investments, LLC 4
Vinland Capital Management Gestora de Recursos LTDA. 4
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I 4
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 4
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 4
LNGVX - WisdomTree Digital Trust - WisdomTree Siegel Longevity Digital Fund 4
MODRX - WisdomTree Digital Trust - WisdomTree Siegel Moderate Digital Fund 4
VELA Funds - VELA Short Duration Fund - Class A 4
Red Mountain Financial, LLC 4
TQEZX - AMG FUNDS - AMG TimesSquare Emerging Markets Small Cap Fund Class Z 4
Ariston Services Group 4
Cooksen Wealth, LLC 4
Bernzott Capital Advisors 4
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 4
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF 4
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 4
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 4
Emprise Bank 4
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 4
Strategic Planning Group, Llc 4
Evergreen Advisors, LLC 4
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 4
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 4
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 4
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 4
Eventide Asset Management, Llc 4
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 4
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 4
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 4
Marathon Strategic Advisors, LLC 4
Drill Craig A 4
Guardian Asset Advisors, LLC 4
Camelot Technology Advisors, Inc. 4
Koa Wealth Management, LLC 4
Bright Financial Advisors, Inc. 4
Abrams Capital Management, L.p. 4
Sls Management Llc 4
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class 4
Pacholder High Yield Fund Inc 4
Public Investment Fund 4
Winning Points Advisors, LLC 4
Integrated Wealth Management 4
International Value Advisers, LLC 4
TAXX - BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Short Duration ETF 4
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 4
Mills Wealth Advisors LLC 4
Cyr Financial Inc. 4
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 4
Rps Advisory Solutions Llc 4
Sage Capital Management, LLC 4
Pioneer Series Trust I 4
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 4
Generate Investment Management Ltd 4
Gentry Private Wealth, Llc 4
Peconic Partners Llc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 4
Black Point Wealth Management 4
Fiduciary Management Inc /wi/ 4
Bull Street Advisors, LLC 4
Hershey Financial Advisers, LLC 4
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF 4
Brave Warrior Advisors, LLC 4
BWDIX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class I Shares 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 4
NITE - Capitol Series Trust - The Nightview Fund 4
Epstein & White Financial LLC 4
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 4
LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares 4
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF 4
Cg Funds Trust 4
Life Line Wealth Management Llc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 4
Pure Portfolios Holdings Llc 4
Kylin Management LLC 4
Convergence Financial, LLC 4
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 4
Ttp Investments, Inc. 4
Maiden Cove Capital, LLC 4
Osprey Private Wealth LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 4
Cannon Advisors, Inc. 4
Hudson Capital Management LLC 4
Shum Financial Group, Inc. 4
FT Vest Total Return Income Fund: Series A2 4
FT Vest Hedged Equity Income Fund: Series A2 4
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 4
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 4
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 4
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF 4
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB 4
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 4
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 4
Legacy Wealth Management, LLC / MS 4
Arcadia Investment Advisors Llc 4
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF 4
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF 4
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 4
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 4
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 4
RSMC - Tidal Trust III - Rockefeller U.S. Small-Mid Cap ETF 4
Kieckhefer Group Llc 4
Envision Financial LLC 4
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 4
BFI Infinity Ltd. 4
Brady Martz Wealth Solutions, LLC 4
Orca Wealth Management, LLC 4
Security Benefit Life Insurance Co /ks/ 4
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 4
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 4
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 4
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF 4
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 4
Brentview Investment Management LLC 4
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 4
McHugh Group, LLC 4
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF 4
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF 4
CLERX - ADVISORONE FUNDS - CLS Growth and Income Fund Class N 4
BostonPremier Wealth LLC 4
Bonfire Financial 4
Fortress Financial Solutions, LLC 4
CLSAX - ADVISORONE FUNDS - CLS Global Diversified Equity Fund Class N 4
CFC Planning Co LLC 4
MOKAN Wealth Management Inc. 4
BlackRock Portfolio Management LLC 4
Europacific Growth Fund 4
Wealth Management Nebraska 4
Fjell Capital, LLC 4
Sage Investment Counsel LLC 4
Nantahala Capital Management, LLC 4
Wilmar Advisors LLC 4
DJE Kapital AG 4
Bradyco, Inc. 4
Pillar Financial Advisors, LLC 4
Bridger Management, Llc 4
Postrock Partners Llc 4
May Barnhard Investments LLC 4
Pacific Grove Capital LP 4
Broad Run Investment Management, LLC 4
Trian Fund Management, L.p. 4
Athos Capital Ltd 4
Accredited Investor Services, Llc 4
Tepp RIA, LLC 4
Rahlfs Capital, Llc 4
Coign Capital Advisors LLC 4
Ion Asset Management Ltd. 4
Santa Monica Partners Lp 4
Investment Counsel Co Of Nevada 4
Defined Financial Planning LLC 4
Bridge Generations Wealth Management Llc 4
Tribune Investment Group LP 4
Lifelong Wealth Advisors, Inc. 4
Ksa Capital Management, Llc 4
BLI - Banque de Luxembourg Investments 4
Collar Capital Management, LLC 4
Victrix Investment Advisors 4
Pennington Partners & Co., Llc 4
Castalian Partners, LLC 4
Note Advisors, LLC 4
Helium Advisors LLC 4
MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y 4
Liberty Square Wealth Partners Llc 4
Croft Funds Corp 4
FT Vest Total Return Income Fund: Series A3 4
FT Vest Hedged Equity Income Fund: Series A3 4
Brucke Financial, Inc. 4
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 4
Henson-Edgewater Management, LLC 4
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 4
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 4
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 4
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 4
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 4
Matthew Goff Investment Advisor, LLC 4
SpringVest Wealth Management LLC 4
CIBRA Capital Ltd 4
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 4
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3 4
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 4
ESUM - Strategy Shares - Eventide US Market ETF 4
JHCP - John Hancock Exchange-Traded Fund Trust - John Hancock Core Plus Bond ETF 4
Baltimore Capital Management, Inc 4
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 4
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 4
Dynamic Financial Group 4
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 4
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 4
Acorns Advisers, LLC 4
Byrne Financial Freedom, Llc 4
ROPE - EA Series Trust - Coastal Compass 100 ETF 4
PhiloSmith Capital Corp 4
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 4
J Hagan Capital, Inc. 4
Bosman Wealth Management, LLC 4
Capstone Wealth Management Group LLC 4
Golden Reserve Retirement LLC 4
Alexander Randolph Advisory Inc 4
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 4
Ssa Swiss Advisors Ag 4
Wills Financial Group LLC 4
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 4
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 4
Corient IA LLC 4
Keystone Global Partners, LLC 4
Heritage Wealth Architects, Inc. 4
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF 4
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 4
FT Vest Total Return Income Fund: Series A4 4
FT Vest Hedged Equity Income Fund: Series A4 4
Turn8 Private Wealth Inc. 4
LST - Managed Portfolio Series - Leuthold Select Industries ETF 4
FSZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Switzerland AlphaDEX Fund 4
First Growth Capital LLC 4
Kondo Wealth Advisors, Inc. 4
Deutsche Global High Income Fund, Inc. 4
SEG Partners Long/Short Equity Fund 4
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 4
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF 4
YOKE - EA Series Trust - Yoke Core ETF 4
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 4
Premier Financial Group 4
Compass Wealth Management, LLC/GA 4
Letson Investment Management, Inc. 4
DKRT Investments Corp. 4
Hillhouse Capital Management, Ltd. 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II 4
NODE - VanEck Funds - Onchain Economy ETF 4
TEXN - iSHARES TRUST - iShares Texas Equity ETF 4
FT Vest Hedged Equity Income Fund: Series B1 4
FT Vest Total Return Income Fund: Series B1 4
INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF 4
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R 4
Stark Wealth Management LLC 4
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6 4
Villere St Denis J & Co Llc 4
Crossmark ETF Trust - Crossmark Large Cap Value ETF 4
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 4
RNIN - EA Series Trust - Bushido Capital US SMID Cap Equity ETF 4
EPMB - Harbor ETF Trust - Harbor Mid Cap Core ETF 4
FGSI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Growth Strength & Target Income ETF 4
LCOW - Pacer Funds Trust - Pacer S&P 500 Quality FCF Aristocrats ETF 4
Abbington Investment Group 4
Steinberganna Wealth Management 4
Invested Advisors 4
WJ Financial Advisors LLC 4
Kropog Financial Group, LLC 4
Alpha Zero LLC 4
American Wealth Advisors, LLC 4
Ehrenkranz Partners L.P. 4
Florence Capital Advisors, LLC 4
City Financial Investment Co Ltd 4
Payne Capital Management, LLC 4
Independence Wealth Advisors, LLC 4
Cassilly Financial Group LLC 4
Cane Capital Partners, LLC 4
Mh & Associates Securities Management Corp /adv 4
Greenberg Financial Group 4
IATAX - IVY FUNDS - Ivy Accumulative Fund Class A 4
Global Trust Wealth Management LLC 4
Cornerstone National Bank & Trust Co 4
Aureum Wealth Management, LLC 4
Eagle Wealth Advisors LLC 4
Ktf Investments, Llc 4
Pacific Park Financial, Inc. 4
Broussard Financial Group LLC 4
Fulcrum Wealth Advisors, Llc 4
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 4
Bluebird Wealth Management LLC 4
Strategic Wealth Advisors LLC 4
Lighthouse Financial Services Inc /adv 4
Lawood & Co 4
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 4
Aegis Wealth Management, Inc. 4
Cdm Financial Counseling Services, Inc. 4
Lexington Hill Partners, LLC 4
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 4
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 4
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 4
Blueline Advisors Llc 4
22nw, Lp 4
Parkway Wealth Management Group, LLC 4
Arsenal Capital Advisors LLC 4
Eurizon Asset Management Hungary Ltd. 4
GAMDX - GOLDMAN SACHS TRUST - Goldman Sachs Local Emerging Markets Debt Fund Class A 4
T3 Companies, LLC 4
Baupost Group Llc/ma 4
Div Capital Phoenix Assets Ltd 4
Ruggiero Investments, Inc. 4
Wagner Wealth Management, Corp 4
Sbe Llc Dba Cedar Cove Wealth Partners 4
VUB Generali dochodkova spravcovska spolocnost, a.s. 4
Storgate, LLC 4
Scopia Capital Management Lp 4
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 4
Pelham Capital Ltd. 4
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 4
Ridge Creek Global, Inc 4
Excelsior Advisor Network LLC 4
JCP Investment Management, LLC 4
Wright Wealth Llc 4
BNB Wealth Management, LLC 4
LFG Wealth Partners, LLC 4
9823 Capital, L.P. 4
EACAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance California Municipal Opportunities Fund Class A 4
Legacy Wealth Advisors, LLC 4
Hyposwiss Advisors SA 4
Wealth Analytics Partners, LLC 4
URS Advisory LLC 4
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 4
Western Standard LLC 4
Cdkv Holdings Llc 4
Ducere Wealth Management LLC 4
Legacy Wealth Partners, LLC 4
Davis Wealth Advisors, LLC 4
Buckland Partners Management Co LLC 4
Storen Legacy Partners, LLC 4
O'Domhnaill Enterprises, Inc. 4
BCV Asset Management Inc. 4
Barings Funds Trust - Barings Diversified Income Fund Class A Shares 4
Secrest Blakey & Associates, LLC 4
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF 4
Financial Life Advisors 4
Ironvine Capital Partners, LLC 4
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 4
Lsp Investment Advisors, Llc 4
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 4
KADENSA CAPITAL Ltd 4
Snow Park Capital Partners, LP 4
Exor Capital LLP 4
Towerpoint Wealth, LLC 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 4
Corecam AG 4
Breiter Capital Management Inc 4
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 4
Vista Investment Management 4
Aristotle Atlantic Partners, Llc 4
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 4
Taube Brook 4
Professional Planning 4
Maj Invest Holding A/S 4
Centenus Global Management, Lp 4
Vishria Bird Financial Group, LLC 4
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 4
Boothe Investment Group, Inc. 4
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 4
Red Cedar Management, Lp 4
Destra International & Event-driven Credit Fund 4
Andesa Financial Management Inc. 4
Kays Financial Advisory Corp /adv 4
Capital Wealth Management, Llc 4
Prism Advisors, Inc. 4
Khp Capital, Llc 4
Steel Canyon Capital, LLC 4
Virginia National Bank 4
Henry James International Management Inc. 4
Jackson Financial Management 4
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 4
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares 4
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 4
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 4
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 4
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 4
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio 4
ULTRA SERIES FUND - Large Cap Value Fund Class I 4
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 4
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 4
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 4
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 4
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund 4
SCSSX - STERLING CAPITAL FUNDS - Sterling Capital Securitized Opportunities Fund A Class 4
Key Square Capital Management LLC 4
FLDKX - FIRST INVESTORS INCOME FUNDS - First Investors Limited Duration Bond Fund Class A 4
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares 4
FIIGX - First Investors Income Funds - First Investors Investment Grade Fund Class A 4
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 4
Armor Investment Advisors, LLC 4
LCAIX - LAZARD FUNDS INC - Lazard Opportunistic Strategies Portfolio Institutional Shares 4
Psg Capital Management Trust 4
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 4
VMACX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Core Fund Class A 4
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A 4
Wittenberg Investment Management, Inc. 4
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 4
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 4
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 4
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 4
Profunds - Profund Vp Asia 30 4
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 4
ELCO Management Co., LLC 4
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 4
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A 4
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y 4
PDPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Alternatives Diversifier Fund Class A 4
Newday Solutions, Llc 4
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class 4
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 4
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 4
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 4
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 4
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 4
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 4
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 4
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 4
Lilley & Co 4
Arvest Trust Co N A 4
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 4
BTS Asset Management, Inc. 4
OHIO NATIONAL FUND INC - ON International Equity Portfolio 4
Touradji Capital Management, Lp 4
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares 4
Jnl Series Trust - Jnl/s&p Total Yield Fund (a) 4
Point Break Capital Management, LLC 4
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 4
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 4
AWH Capital, L.P. 4
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 4
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 4
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 4
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 4
MEMBERS Trust Co 4
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C 4
Oppenheimer Global Value Fund 4
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 4
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 4
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 4
Bankers Trust Co 4
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 4
Archipel Asset Management AB 4
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I 4
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 4
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 4
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 4
Harbert Fund Advisors, Inc. 4
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 4
Grey Owl Capital Management, LLC 4
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 4
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 4
LSSAX - LOOMIS SAYLES FUNDS I - Loomis Sayles Securitized Asset Fund Institutional Class 4
Crcm Lp 4
Larry Mathis Financial Planning, LLC 4
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 4
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 4
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 4
Perimeter Capital Partners, LLC 4
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 4
NOINX - Northern Funds - Northern International Equity Index Fund 4
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 4
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 4
Columbia Capital Llc 4
TigerShark Management, LLC 4
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 4
JFG Wealth Management, LLC 4
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 4
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 4
Investors Trust Inc 4
Dfa Investment Trust Co - The Japanese Small Company Series 4
Argonaut Capital Management Corp 4
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Municipal Real Return Portfolio Institutional Class 4
Fiduciary Wealth Partners, LLC 4
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 4
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 4
WEHIX - WEITZ FUNDS - Hickory Fund 4
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 4
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 4
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 4
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 4
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 4
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 4
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 4
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 4
Lorem Ipsum Management, LLC 4
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 4
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 4
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 4
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 4
FEDERATED CORE TRUST - Emerging Markets Core Fund 4
Semper Trust Co. 4
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 4
Global Opportunities Portfolio - Global Opportunities Portfolio 4
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 4
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 4
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 4
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 4
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 4
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 4
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A 4
High Income Opportunities Portfolio - High Income Opportunities Portfolio 4
Global Macro Portfolio - Global Macro Portfolio 4
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 4
AMFQX - Investment Managers Series Trust - 361 Managed Futures Strategy Fund Investor Class 4
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 4
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 4
Golden Gate Private Equity, Inc. 4
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 4
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES 4
PDHAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Hard Currency Fund Class A 4
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 4
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 4
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 4
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 4
McQueen, Ball & Associates Inc. 4
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 4
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 4
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 4
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 4
Jackson Park Capital, Llc 4
Advanced Series Trust - Ast International Growth Portfolio 4
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 4
Invesco Securities Trust - Invesco Balanced-Risk Aggressive Allocation Fund 4
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 4
J. Derek Lewis & Associates Inc. 4
Alley Co LLC 4
Partners Capital Investment Group Llc 4
Short Duration High Income Portfolio - Short Duration High Income Portfolio 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2019 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 4
Kestrel Investment Management Corp 4
Spectrum Advisory Services Inc 4
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 4
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 4
Edmond De Rothschild Private Merchant Banking Llp 4
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 4
Eagle Capital Growth Fund, Inc. 4
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 4
Claar Advisors LLC 4
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 4
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 4
First Trust Specialty Finance & Financial Opportunities Fund 4
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 4
Montage Investments, Llc 4
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 4
Managed Asset Portfolios, Llc 4
Cowbird Capital Lp 4
SDVAX - SUNAMERICA SERIES, INC. - AIG Select Dividend Growth Fund A Shares 4
EDFAX - SunAmerica Specialty Series - AIG ESG Dividend Fund A Shares 4
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 4
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 4
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 4
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 4
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 4
Park Presidio Capital Llc 4
PACIFIC SELECT FUND - Currency Strategies Portfolio CLASS I 4
National Mutual Insurance Federation of Agricultural Cooperatives 4
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 4
Lumina Fund Management LLC 4
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 4
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 4
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 4
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 4
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 4
HRS Investment Holdings, LLC 4
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 4
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 4
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 4
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 4
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 4
Hawk Ridge Capital Management Lp 4
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 4
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 4
Nokota Management, LP 4
Prince Street Capital Management LLC 4
Antipodean Advisors LLC 4
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 4
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 4
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 4
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 4
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 4
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 4
Rudman Errol M 4
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 4
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 4
FZBAX - FRANKLIN STRATEGIC SERIES - Franklin Flexible Alpha Bond Fund Advisor Class 4
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 4
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 4
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 4
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 4
Boyer & Corporon Wealth Management, LLC 4
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 4
EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A 4
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 4
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 4
WECCX - WELLS FARGO FUNDS TRUST - Wells Fargo Endeavor Select Fund Class C 4
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 4
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 4
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 4
Meridian Investment Counsel Inc. 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
HSBC FUNDS - HSBC High Yield Fund Class A 4
Peninsula Asset Management Inc 4
Anandar Capital Management LP 4
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund 4
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 4
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 4
Chesapeake Partners Management Co Inc/md 4
Schf (gpe), Llc 4
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 4
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 4
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 4
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 4
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 4
GTDDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Developing Markets Fund Class A 4
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 4
AACFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Greater China Fund Class A 4
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 4
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 4
Deutsche Multi-market Income Trust 4
New Vernon Capital Holdings II LLC 4
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 4
ASIAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Asia Pacific Growth Fund Class A 4
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 4
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 4
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 4
One Fin Capital Management LP 4
ParenteBeard Wealth Management, LLC 4
QVOY - Ultimus Managers Trust - Q3 All-Season Active Rotation ETF 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Local Debt Fund Class R6 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 4
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 4
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 4
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 4
Alpha Quant Advisors, Llc 4
Stearns Financial Services Group 4
Samsung Asset Management (New York), Inc. 4
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 4
Riversville Capital, Inc. 4
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 4
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 4
Three Bays Capital Lp 4
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 4
VNYTX - VANGUARD NEW YORK TAX-FREE FUNDS - Vanguard New York Long-Term Tax-Exempt Fund Investor Shares 4
Gruber & Mcbaine Capital Management Llc 4
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 4
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 4
WealthBridge Investment Counsel Inc. 4
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 4
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 4
Retirement Capital Strategies 4
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 4
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 4
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class 4
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 4
Summit Equities Inc 4
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 4
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 4
Gavea Investimentos Ltda 4
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 4
Rowland & Co Investment Counsel/adv 4
PCB Capital LLC 4
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 4
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 4
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 4
JW Asset Management, LLC 4
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 4
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 4
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 4
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 4
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 4
American Financial Advisors, LLC 4
Cambrian Capital Limited Partnership 4
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 4
Del Mar Asset Management, LP 4
Oskie Capital Management, Llc 4
FS Series Trust - FS Real Asset Fund Class A 4
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 4
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 4
CRAIX - Community Capital Trust - COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND CRA Shares 4
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 4
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 4
Sanchez Gaunt Capital Management, LLC 4
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 4
Larch Capital Partners Llc 4
BHK Investment Advisors, LLC 4
Roan Capital Partners 4
Brouwer & Janachowski, LLC 4
Investors Financial Group, LLC 4
VCIEX - VALIC Co I - International Equities Index Fund 4
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares 4
Noven Financial Group, Inc. 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 4
Kcl Capital, L.p. 4
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 4
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 4
Sage Financial Group Inc 4
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares 4
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 4
Geo Capital Gestora de Recursos Ltd 4
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 4
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 4
Quadrature Capital LLP 4
JPICX - JPMorgan Trust I - JPMorgan California Tax Free Bond Fund Class I 4
JEMDX - JPMorgan Trust I - JPMorgan Emerging Markets Debt Fund Class I 4
Ramsay, Stattman, Vela & Price, Inc. 4
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 4
Lombard Odier Transatlantic, Limited Partnership 4
Lyons Wealth Management, LLC. 4
Breithorn Capital Management 4
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF 4
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
VCHYX - VALIC Co II - High Yield Bond Fund 4
VMCVX - VALIC Co II - Mid Cap Value Fund 4
NGAFX - Nuveen Investment Trust V - Nuveen Gresham Managed Futures Strategy Fund Class A 4
Hahn Capital Management Llc 4
Ami Investment Management Inc 4
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 4
Willow Financial LLC 4
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 4
ECNS - iSHARES TRUST - iShares MSCI China Small-Cap ETF 4
GLBY - WisdomTree Trust - WisdomTree Yield Enhanced Global Aggregate Bond Fund N/A 4
PCJ Investment Counsel Ltd. 4
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 4
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 4
Zenit Asset Management AB 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 4
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 4
Triad Investment Management 4
BSJK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 High Yield Corporate Bond ETF 4
BSJL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 High Yield Corporate Bond ETF 4
American Economic Planning Group Inc /adv 4
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 4
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 4
Raub Brock Capital Management LP 4
Samson Capital Advisors LLC 4
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 4
IMFD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Defensive Core Fixed Income ETF 4
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 4
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 4
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 4
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 4
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 4
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 4
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 4
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 4
Emery Howard Portfolio Management, Inc. 4
Trust CO of the Ozarks 4
Swedbank 4
Lumbard & Kellner, LLC 4
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 4
Sunburst Financial Group, LLC 4
Progeny 3, Inc. 4
Platte River Wealth Advisors, LLC 4
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 4
Makena Capital Management Llc 4
CGMRX - CGM TRUST - CGM Realty Fund 4
PACIFIC FUNDS SERIES TRUST - PF Currency Strategies Fund CLASS P 4
Sonic Fund II, L.P. 4
Hamilton Point Investment Advisors, LLC 4
PIMCO Flexible Municipal Income Fund 4
Trutina Financial LLC 4
Fs Multi-alternative Income Fund 4
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 4
OCO Capital Partners, L.P. 4
Bridgewealth Advisory Group, LLC 4
Emerald Advisors, LLC 4
Tiger Eye Capital LLC 4
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 4
New England Professional Planning Group Inc. 4
Stony Point Capital LLC 4
Managed Account Series II - BlackRock U.S. Mortgage Portfolio Investor A Shares 4
NexWave Capital Partners LLC 4
Crake Asset Management LLP 4
HawsGoodwin Investment Management LLC 4
Mattern Capital Management, Llc 4
Kellogg W K Foundation Trust 4
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 4
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund 4
Solel Partners LP 4
Berry Group, Llc 4
Sensato Investors LLC 4
Utc North American Fund, Inc. 4
Stamina Capital Management Lp 4
Axel Capital Management, LLC 4
Renaissance Investment Group LLC 4
Dendur Capital Lp 4
Stillwater Investment Management, LLC 4
Anglepoint Asset Management, Ltd. 4
Atlas Principals, LLC 4
Kempner Capital Management Inc. 4
LBJ Family Wealth Advisors, Ltd. 4
Baymount Management LP 4
Bullseye Asset Management LLC 4
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 4
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 4
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 4
Adams Chetwood Wealth Management LLC 4
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 4
Deutsche High Income Opportunities Fund, Inc. 4
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 4
Swarthmore Group Inc 4
360 Financial, Inc. 4
EQACX - Investment Managers Series Trust II - AXS Aspect Core Diversified Strategy Fund Class C Shares 4
Gerald Baker Financial Group LLC 4
Pantheon Investment Group, LLC 4
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF 4
Arena Investors LP 4
Stolper Co 4
LCR - LEUTHOLD FUNDS INC - Leuthold Core ETF 4
Beta Wealth Group, Inc. 4
AMG Funds LLC 4
Plan Investment Fund Inc 4
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 4
Okumus Fund Management Ltd. 4
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 4
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 4
Moon Capital Management, LLC 4
Vista Capital Partners, Inc. 4
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 4
P.R. Herzig & Co. Inc. 4
StrongBox Wealth, LLC 4
Blackrock Science & Technology Trust 4
Shorepoint Capital Partners LLC 4
Hoertkorn Richard Charles 4
Blackrock Enhanced Global Dividend Trust 4
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A 4
MTCGX - M FUND INC - M Large Cap Growth Fund 4
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 4
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 4
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 4
QGLDX - Advisors Preferred Trust - The Gold Bullion Strategy Fund Investor Class Shares 4
Biechele Royce Advisors 4
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 4
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 4
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 4
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 4
Fdp Series Ii, Inc. 4
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF 4
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares 4
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 4
ICMAX - Intrepid Capital Management Funds Trust - Intrepid Endurance Fund Investor Class 4
WMBDX - WESMARK FUNDS - WesMark Government Bond Fund 4
C-J Advisory, Inc. 4
EQ ADVISORS TRUST - All Asset Growth-Alt 20 Portfolio Class IA 4
EVVCX - World Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund R4 Class Shares 4
EVFGX - World Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund R4 Class Shares 4
EVFMX - World Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund R4 Class Shares 4
EVGLX - World Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 4
EVFCX - World Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund R4 Class Shares 4
UNWPX - US GLOBAL INVESTORS FUNDS - World Precious Minerals Fund 4
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund 4
ASFIX - FORUM FUNDS - Absolute Strategies Fund Institutional Shares 4
CAPOX - FORUM FUNDS - Absolute Capital Opportunities Fund Institutional Shares 4
RQIAX - NORTHERN LIGHTS FUND TRUST III - RESQ Strategic Income Fund Class A Shares 4
RQEAX - NORTHERN LIGHTS FUND TRUST III - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares 4
TEZIX - MUTUAL FUND SERIES TRUST - Catalyst/Teza Algorithmic Allocation Income Fund Class I 4
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 4
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares 4
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares 4
TPG Financial Advisors, LLC 4
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 4
HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares 4
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 4
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 4
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF 4
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class 4
CIMDX - ALPS Series Trust - Clarkston Founders Fund Institutional Class 4
CFSMX - ALPS Series Trust - Clarkston Partners Fund Founders Class 4
EPIQ Capital Group, LLC 4
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares 4
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 4
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 4
Garrison Asset Management, LLC 4
Hayek Kallen Investment Management 4
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 4
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 4
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 4
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 4
FPCGX - ADVISORS SERIES TRUST - Fort Pitt Capital Total Return Fund 4
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 4
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 4
CCOR - Listed Funds Trust - Core Alternative ETF 4
MEFOX - Ultimus Managers Trust - Meehan Focus Fund 4
PhaseCapital LP 4
EMFQ - Amplify ETF Trust - Amplify International Online Retail ETF 4
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF 4
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 4
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 4
RIMCX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Intermediate Fixed Income Fund Class N 4
CATOX - Starboard Investment Trust - Cavalier Tactical Rotation Fund Class C Shares 4
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 4
Hochman Cole Investment Advisors, Inc. 4
BIGTX - Monteagle Funds - The Texas Fund Class I 4
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 4
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 4
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 4
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 4
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class 4
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 4
Bennicas & Associates, Inc. 4
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI 4
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 4
Newgate Capital Management Llc 4
Icm Asset Management Inc/wa 4
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 4
Roffman Miller Associates Inc /pa/ 4
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares 4
Daniel Devine & Co 4
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A 4
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A 4
CEFS - Exchange Listed Funds Trust - Saba Closed-End Funds ETF 4
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 4
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 4
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 4
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 4
JFOIX - SARATOGA ADVANTAGE TRUST - James Alpha Family Office Portfolio Class I 4
JAHAX - SARATOGA ADVANTAGE TRUST - James Alpha EHS Portfolio Class A Shares 4
Zazove Convertible Securities Fund Inc 4
Global Frontier Investments LLC 4
AVEAX - SCHWARTZ INVESTMENT TRUST - Ave Maria Focused Fund 4
Oppenheimer Global Fund 4
Ownership Capital B.V. 4
BBR ALO Fund, LLC 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 4
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 4
Reliant Wealth Planning 4
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 4
Hi-Line Capital Management, LLC 4
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 4
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 4
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 4
Private Capital Management 4
Haber Trilix Advisors, Lp 4
Coolidge Francis L 4
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares 4
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 4
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 4
Rit Capital Partners Plc 4
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 4
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 4
Long Road Investment Counsel, LLC 4
ONE Advisory Partners, LLC 4
Tricadia Capital Management, LLC 4
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund 4
WT Asset Management Ltd 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 4
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 4
EMBD - Global X Funds - Global X Emerging Markets Bond ETF 4
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF 4
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 4
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 4
Oak Barrel Wealth Advisory LLC 4
Tradition Asset Management Llc 4
TDSC - Exchange Listed Funds Trust - Cabana Target Drawdown 10 ETF 4
Templeton Global Opportunities Trust 4
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 4
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A 4
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A 4
Eclectic Associates Inc /adv 4
Ares Management Llc 4
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 4
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 4
Fbl Investment Management Services Inc/ia 4
Newton One Investments LLC 4
Citadel Investment Advisory, Inc. 4
Eq Llc 4
ForthRight Wealth Management, LLC 4
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 4
Stenahm Asset Managment Ltd 4
Touchstone Capital, Inc. 4
Valley Forge Investment Consultants Inc Adv 4
Magee Thomson Investment Partners Llc 4
Delta Capital Management Llc 4
Oppenheimer International Bond Fund 4
Sage Financial Management Group, Inc. 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 4
Waycross Partners, Llc 4
Johnson Bixby & Associates, LLC 4
Allegiant Private Advisors, LLC 4
Flat Footed LLC 4
Marino Management, LLC 4
Humankind Investments LLC 4
United Bank, Inc. 4
Butensky & Cohen Financial Security, Inc 4
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 4
Private Wealth Advisors, Inc. 4
Yarra Square Partners LP 4
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 4
First National Bank & Trust Co Of Newtown 4
Albert D Mason Inc 4
Lau Associates Llc 4
BCK Partners, Inc. 4
Jones Road Capital Management, L.p. 4
Satovsky Asset Management Llc 4
Redwood Grove Capital, LLC 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3 4
Bradley Mark J. 4
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A 4
Tabor Asset Management, LP 4
Weather Gauge Advisory, LLC 4
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T 4
Sheets Smith Investment Management 4
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 4
Bleichroeder LP 4
HOMPX - Series Portfolios Trust - HW Opportunities MP Fund 4
Strong Retirement Solutions LLC 4
WILSHIRE VARIABLE INSURANCE TRUST - Wilshire Global Allocation Fund 4
Altus Capital Inc. 4
Blackthorn Investment Group Llc 4
Absoluto Partners Gestao de Recursos Ltda 4
Harvest Volatility Management Llc 4
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. 4
Smith, Graham & Co., Investment Advisors, LP 4
Investment Advisory Services Inc /tx /adv 4
Investment Management Associates Inc /adv 4
Shelter Mutual Insurance Co 4
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 4
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 4
Top Ace Asset Management Ltd 4
Granby Capital Management, LLC 4
Rezny Wealth Management, Inc. 4
Wilkinson Global Asset Management LLC 4
Coco Enterprises, LLC 4
SMI Advisory Services, LLC 4
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1 4
Clark Financial Services Group Inc /bd 4
Cornerstone Wealth Advisors, Inc. 4
Horan Capital Management 4
Ridgecrest Wealth Partners, Llc 4
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF 4
Bourne Lent Asset Management Inc 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 4
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class 4
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 4
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 4
Deutsche High Income Trust 4
BlackRock Innovation & Growth Trust 4
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 4
Nuveen Real Estate Income Fund 4
Growth Portfolio 4
PBMIX - FundVantage Trust - Polen U.S. SMID Company Growth Fund Institutional Class 4
Asher Daniel 4
Eads & Heald Wealth Management 4
Financial Consulate Inc. 4
Birmingham Capital Management Co Inc/al 4
Soviero Asset Management, LP 4
JFOIX - James Alpha Funds Trust - James Alpha Family Office Fund Class I 4
JAHSX - James Alpha Funds Trust - James Alpha EHS Fund Class R6 4
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 4
Northstar Group, Inc. 4
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 4
Stringer Asset Management, Llc 4
Centerstone Investors, LLC 4
Derbend Asset Management 4
Motley Fool Funds Trust 4
Penobscot Wealth Management 4
Financial Advisory Group 4
FNI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Chindia ETF 4
Pinnacle Wealth Management Group, Inc. 4
NSI Retail Advisors, LLC 4
Mcmorgan & Co Llc 4
WEDRX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Debt Fund Class R6 4
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 4
EMHC - SPDR SERIES TRUST - SPDR Bloomberg Barclays Emerging Markets USD Bond ETF 4
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 4
Gamco Global Gold, Natural Resources & Income Trust 4
FORH - ETF Opportunities Trust - Formidable ETF 4
Snider Financial Group 4
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF 4
BRGIX - BRIDGES INVESTMENT FUND INC - Bridges Investment Fund, Inc. 4
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 4
Gamco Natural Resources, Gold & Income Trust 4
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 4
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 4
SAM Advisors, LLC 4
Nuveen High Income 2020 Target Term Fund 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 4
Marathon Asset Mgmt Ltd 4
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 4
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF 4
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I 4
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A 4
Viking Fund Management Llc 4
Whelan Financial 4
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C 4
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 4
Nuveen Real Asset Income & Growth Fund 4
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF 4
Pacific Excel Wealth Advisors, Inc. 4
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 4
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 4
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 4
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 4
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 4
EVNT - AltShares Trust - AltShares Event-Driven ETF 4
MGRIX - Marsico Investment Fund - Marsico Growth Fund 4
MFOCX - Marsico Investment Fund - Marsico Focus Fund 4
Dopkins Wealth Management, Llc 4
Tpg Gp A, Llc 4
Level Financial Advisors, Inc. 4
Ardent Capital Management, Inc. 4
Melone Private Wealth, LLC 4
Cassaday & Co Inc. 4
RK Asset Management, LLC 4
S.C. Financial Services, Inc. 4
Landmark Wealth Management, LLC 4
SUBS - EXCHANGE TRADED CONCEPTS TRUST - Fount Subscription Economy ETF 4
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 4
AMAX - Starboard Investment Trust - RH Hedged Multi-Asset Income ETF 4
CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF 4
Del-Sette Capital Management, LLC 4
Renaissance Capital LLC 4
Cherrydale Wealth Management, Llc 4
Anson Capital, Inc. 4
Bayshore Asset Management, Llc 4
Spruce Private Investors, LLC 4
Veritas Asset Management LLP 4
WealthCare Investment Partners, LLC 4
Sovereign Investment Advisors, LLC 4
Pine Haven Investment Counsel, Inc 4
Aquire Wealth Advisors, LLC 4
Mosaic Financial Partners, Inc. 4
Nichols Asset Management LLC 4
Wildermuth Endowment Strategy Fund 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 4
MAS Advisors LLC 4
Privium Fund Management B.V. 4
Aquila Investment Management LLC 4
Difesa Capital Management, Lp 4
Shore Point Advisors, LLC 4
Mount Capital Ltd 4
State of New Jersey Common Pension Fund E 4
Intrinsic Value Partners, LLC 4
Cardinal Point Wealth Management Partners, LLC 4
Nicollet Investment Management, Inc. 4
Virginia Estate & Retirement Planning Advisors Inc. 4
Brown University 4
Integrity Capital Management (HK) Ltd 4
Sonata Capital Group Inc 4
Virtus Insight Trust 4
Retirement Design & Management Inc /adv 4
Frontier Asset Management, LLC 4
Glynn Capital Management Llc 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 4
Tenere Capital LLC 4
Wulff, Hansen & Co. 4
AnglePoint Asset Management Ltd 4
Consilio Wealth Advisors, Llc 4
626 Financial, LLC 4
SIG North Trading, ULC 4
Paragon Financial Partners, Inc. 4
Philosophy Capital Management LLC 4
Town Capital LLC 4
Kids Capital Management, L.p. 4
H. L. Ormond & Company, LLC 4
Sinecera Capital, Llc 4
G2 Capital Management, Llc / Oh 4
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 4
Nuveen Credit Opportunities 2022 Target Term Fund 4
Audent Global Asset Management, LLC 4
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 4
Metavasi Capital LP 4
Cardinal Capital Management, Inc. 4
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 4
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 4
Thomas Story & Son Llc 4
Hiddenite Capital Partners LP 4
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 4
Guerra Pan Advisors, Llc 4
Carl Stuart Investment Advisor, Inc 4
Managed High Yield Plus Fund Inc 4
Mcdaniel Terry & Co 4
Forbes Financial Planning, Inc. 4
SBK Financial, Inc. 4
VR Advisory Services Ltd 4
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 4
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF 4
Compass Financial Advisors Llc 4
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 4
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 4
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 4
Salient Private Client, Llc 4
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 4
jvl associates llc 4
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 4
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 4
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 4
Valueworks Llc 4
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 4
Weik Capital Management 4
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 4
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 4
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A 4
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class 4
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 4
Gruss Capital Management LP 4
DHK Financial Advisors, Inc. 4
Market Street Wealth Management Advisors Llc 4
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 4
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 4
Avail Investment Partners, LLC 4
Capital Advisor Network LLC 4
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 4
Foresight Capital Management Advisors, Inc. 4
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 4
Triad Financial Advisors, Inc. 4
Wilson Asset Management (international) Pty Ltd 4
Lanham O'Dell & Company, Inc. 4
Permit Capital Advisors, LLC 4
Robeco Schweiz AG 4
Sensible Financial Planning & Management, LLC. 4
TRANSAMERICA SERIES TRUST - Transamerica AEGON U.S. Government Securities VP Initial 4
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2033 4
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 4
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial 4
IPDP - Listed Funds Trust - Dividend Performers ETF 4
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 4
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K 4
FPA FUNDS TRUST - FPA International Value Fund 4
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 4
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 4
ROCI - EA Series Trust - ROC ETF 4
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 4
Corecam Pte. Ltd. 4
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 4
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 4
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 4
Concourse Capital Management, LLC 4
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 4
GDS Wealth Management 4
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 4
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 4
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 4
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 4
RYSEX - ROYCE FUND - Royce Special Equity Fund Investment Class 4
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I 4
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6 4
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 4
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 4
Fairway Private Equity & Venture Capital Opportunities Fund 4
NCM Capital Advisers, Inc. 4
PENN SERIES FUNDS INC - High Yield Bond Fund 4
Patriot Wealth Management, Inc. 4
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF 4
PENN SERIES FUNDS INC - Developed International Index Fund 4
FAQDX - Fidelity Greenwood Street Trust - Fidelity Macro Opportunities Fund Fidelity Advisor Macro Opportunities Fund: Class M 4
PENN SERIES FUNDS INC - Mid Cap Growth Fund 4
AOTG - EA Series Trust - AOT Growth and Innovation ETF 4
Kopernik Global Investors, LLC 4
PENN SERIES FUNDS INC - Smid Cap Value Fund 4
WXCIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets ex China Growth Fund Class I 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 4
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 4
PRNT - Ark ETF Trust - The 3D Printing ETF 4
Hofer & Associates. Inc 4
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 4
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF 4
Touchstone Investment Trust 4
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 4
Shira Ridge Wealth Management 4
Boyle Capital Management, LLC 4
Family Asset Management, LLC 4
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 4
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 4
Schear Investment Advisers, LLC 4
Verum Partners LLC 4
NOPE - Tidal ETF Trust - Noble Absolute Return ETF 4
Summit Investment Advisory Services, LLC 4
Kades & Cheifetz LLC 4
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 4
Blue Investment Partners LLC 4
Compass Financial Group, INC/SD 4
CPA Asset Management LLC 4
Palouse Capital Management, Inc. 4
Herr Investment Group LLC 4
Forge First Asset Management Inc. 4
Prossimo Advisors, LLC 4
My Purposeful Wealth Corp. 4
Ipsen Advisor Group LLC 4
Tejara Capital Ltd 4
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A 4
Rivermont Capital Management LP 4
Barton Investment Management 4
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 4
Auto-Owners Insurance Co 4
Hawkins Capital L.P. 4
Hilltop Partners LLC 4
Innovis Asset Management Llc 4
Kinetic Partners Management, LP 4
Kapstone Financial Advisors LLC 4
Talbot Financial, LLC 4
Kahn Brothers Group Inc /de/ 4
Tikvah Management LLC 4
Foundation Wealth Management, LLC 4
Graphene Investments SAS 4
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 4
Leading Edge Financial Planning LLC 4
Two Roads Shared Trust - Hypatia Women CEO ETF 4
NISPX - Nuveen Managed Accounts Portfolios Trust - Nuveen Preferred Securities and Income Managed Accounts Portfolio Common Shares 4
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 4
Rbo & Co Llc 4
Oppenheimer Rochester California Municipal Fund 4
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 4
Midwest Financial Group LLC 4
Retiremitten Financial Llc 4
Financial Designs Corp 4
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C 3
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP 3
Destiny Capital Securities Corporation 3
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 3
Marcuard Family Office Ltd 3
Velanne Asset Management Ltd 3
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund 3
Resource Real Estate Diversified Income Fund 3
Lane Generational LLC 3
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 3
Carlyle Group Inc. 3
LifePlan Financial, LLC 3
RELIANCE TRUST Co 3
Boyd Wealth Management, LLC 3
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 3
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 3
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 3
Sprott Focus Trust Inc. 3
Wellington Capital Management, Inc. 3
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A 3
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A 3
Eley Financial Management, Inc 3
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 3
TSEMX - TOUCHSTONE STRATEGIC TRUST - Touchstone Sands Capital Emerging Markets Growth Fund Class Y 3
MAWNX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. All Cap Fund Investor Class 3
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A 3
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 3
IAOPX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Opportunities Fund Class A 3
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional 3
Seamount Financial Group Inc 3
Cable Car Capital LLC 3
BlackRock ETF Trust - BlackRock Future Innovators ETF 3
Krane Financial Solutions LLC 3
ALMAX - ALGER FUNDS - Alger Weatherbie Specialized Growth Fund Class A 3
IFOCX - Aim Sector Funds (invesco Sector Funds) - Invesco Technology Sector Fund Class C 3
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 3
ALIL - EA Series Trust - Argent Focused Small Cap ETF 3
Pfc Capital Group, Inc. 3
Bow Street, Llc 3
Tyrian Investments, L.P. 3
Gladwyn Financial Advisors, Inc. 3
GMBVX - GMO TRUST - GMO Small Cap Quality Fund Class R6 3
Arrow Capital Management, LLC 3
New Perspectives, Inc 3
Pale Fire Capital SE 3
Polaris Capital Management, LLC 3
AVGB - AMERICAN CENTURY ETF TRUST - Avantis Credit ETF 3
Old Republic International Corp 3
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 3
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 3
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 3
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 3
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 3
GCRIX - GOLDMAN SACHS TRUST - Goldman Sachs Concentrated Growth Fund Institutional 3
Charter Capital Management, LLC\DE 3
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 3
Gabelli Global Small & Mid Cap Value Trust 3
Beacon Investment Advisors Llc 3
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 3
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 3
VFPIX - FundVantage Trust - Private Capital Management Value Fund Class I 3
Summit Capital Management Llc 3
CFSTX - COMMERCE FUNDS - The Short Term Government Fund Shares 3
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 3
Foresters Asset Management Inc. 3
Day & Ennis, LLC 3
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 3
NTB Financial Corp 3
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF 3
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 3
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I 3
Strategic Wealth Partners Group LLC 3
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund 3
Eaton Vance High Income 2021 Target Term Trust 3
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 3
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 3
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 3
PRIV - SSGA Active Trust - SPDR SSGA Apollo IG Public & Private Credit ETF 3
Sound Stewardship, LLC 3
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 3
PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I 3
OxenFree Capital LLC 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
Nekton Capital Ltd. 3
Carl P. Sherr & Co., LLC 3
ETBOX - E Trade Trust - E*TRADE No Fee U.S. Bond Index Fund 3
Arrowgrass Capital Partners Llp 3
Blackstone Real Estate Income Master Fund 3
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class 3
Liberty Street Advisors, Inc. 3
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 3
Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) 3
Chandler Asset Management, Inc. 3
Philip James Wealth Mangement, LLC 3
Real Talk Capital, LLC 3
RWQ Financial Management Services, Inc. 3
RMRKX - Rimrock Funds Trust - Rimrock Core Bond Fund 3
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 3
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 3
Valley Financial Group, Inc. 3
LB Partners LLC 3
Blue Oak Capital, LLC 3
Legacy Capital Wealth Management, Llc 3
Pillar Wealth Advisors, LLC 3
AllGen Financial Advisors, Inc. 3
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 3
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 3
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I 3
Angel Oak Dynamic Financial Strategies Income Term Trust 3
Unionview, Llc 3
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 3
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 3
FCAN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Canada AlphaDEX Fund 3
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II 3
RKSYX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller US Small Cap Core Fund Class Y 3
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL 3
Kure Advisory, LLC 3
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y 3
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 3
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF 3
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF 3
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 3
Ellington Income Opportunities Fund 3
KOKUSAI Asset Management Co., Ltd. 3
Plum Street Advisors, LLC 3
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 3
Ellerson Group Inc /adv 3
Vivid Wealth Management, LLC 3
Stone Point Capital Llc 3
BCR Wealth Strategies, LLC 3
AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A 3
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I 3
Lorne Steinberg Wealth Management Inc. 3
Nuveen Dow 30sm Dynamic Overwrite Fund 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class 3
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 3
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 3
SCCR - SCHWAB STRATEGIC TRUST - Schwab Core Bond ETF 3
Albar Capital Ltd 3
Shelter Ins Retirement Plan 3
ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A 3
Invesco Exchange Fund - INVESCO EXCHANGE FUND 3
TGRAX - Aim Investment Funds (invesco Investment Funds) - Invesco Pacific Growth Fund Class A 3
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 3
Marmo Financial Group, LLC 3
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 3
Linden Capital L.P. 3
Harbour Trust & Investment Management Co 3
Matlinpatterson Global Advisers Llc 3
LEND - Amplify ETF Trust - Amplify CrowdBureau(R) Peer-to-Peer Lending & Crowdfunding ETF 3
Gamco Mathers Fund 3
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 3
Perkins Capital Management Inc 3
Pacific Wealth Management 3
Wealth Group Ltd 3
Members Advisory Group LLC 3
Wynnefield Capital Inc 3
SFYF - Tidal ETF Trust - SoFi 50 ETF 3
FINX - Global X Funds - Global X FinTech ETF 3
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 3
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 3
Alpine Global Premier Properties Fund 3
Davidson Kempner Partners 3
Legg Mason, Inc. 3
Tactical Allocation Group LLC 3
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class 3
Mizuho Financial Group Inc 3
Genoa Capital Gestora de Recursos Ltda. 3
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A 3
Tortuga Wealth Management, Inc 3
Pb Investment Partners, L.p. 3
Susquehanna Trust & Investment Co 3
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 3
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 3
Tiger Pacific Capital LP 3
Unconventional Investor, LLC 3
Future You Wealth Llc 3
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 3
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y 3
Yost Capital Management, L.L.C. 3
Leonard Green & Partners, L.P. 3
QTPI - Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF 3
LENS - EA Series Trust - Sarmaya Thematic ETF 3
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 3
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 3
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares 3
WAIOX - WASATCH FUNDS TRUST - Wasatch International Opportunities Fund Investor Class shares 3
Cincinnati Financial Corp 3
Harbor Group, Inc. 3
Tide Point Capital Management, Lp 3
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF 3
Newman & Schimel, LLC 3
Harbourvest Partners Llc 3
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco International Select Equity Fund Class A 3
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A 3
Rubicon Advisors, GP 3
Lee-Kelleher Wealth Management 3
IZSIX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Select Opportunities Fund CLASS R5 3
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF 3
Parplus Partners 3
Henssler Funds Inc 3
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 3
Sloane Robinson LLP 3
PWRAX - Northern Lights Fund Trust - Power Income Fund Class A 3
Baring International Investment Ltd 3
INIVX - VanEck Funds - International Investors Gold Fund Class A 3
CMG Global Holdings, LLC 3
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 3
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 3
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 3
Archvest Wealth Advisors, Inc. 3
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 3
JHCR - John Hancock Exchange-Traded Fund Trust - John Hancock Core Bond ETF 3
SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class 3
VanEck VIP Trust - VanEck VIP Global Gold Fund Class S 3
Lindenwold Advisors 3
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 3
Edgar Lomax Co/va 3
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 3
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF 3
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 3
Wedgewood Partners Inc 3
Healthcare Value Capital, LLC 3
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 3
EMB - iSHARES TRUST - iShares J.P. Morgan USD Emerging Markets Bond ETF 3
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 3
Beacon Financial Planning, Inc 3
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 3
Blue Harbour Group, L.P. 3
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 3
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 3
Hayman Capital Management, L.p. 3
Advanced Series Trust - Ast Mfs Global Equity Portfolio 3
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF 3
Mosaic Advisors LLC 3
ASTIX - Northern Lights Fund Trust - Astor Dynamic Allocation Fund Class I shares 3
George Kaiser Family Foundation 3
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 3
Chancellor Financial Group WB LP 3
Advanced Series Trust - Ast Mfs Growth Portfolio 3
Nuveen Floating Rate Income Opportunity Fund 3
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 3
Nuveen Floating Rate Income Fund 3
Union Investments & Development Ltd. 3
Tesco Pension Investment Ltd 3
Hatteras Funds, LLC 3
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 3
Thoma Capital Management LLC 3
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares 3
Hillhouse Capital Advisors, Ltd. 3
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 3
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A 3
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 3
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 3
Corrigan Financial, Inc. 3
PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund 3
Alpha Wealth Funds, LLC 3
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I 3
Oppenheimer Main Street Mid Cap Fund 3
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A 3
IronOak Wealth LLC. 3
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 3
Elite Financial, Inc. 3
Hancock Whitney Investment Services Inc. 3
Oppenheimer Commodity Strategy Total Return Fund 3
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class 3
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 3
Calvert Sage Fund 3
Bruni J V & Co /co 3
BHR Capital LLC 3
LTS One Management LP 3
Vector Wealth Management, Llc 3
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 3
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 3
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 3
Monolith Management Ltd 3
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 3
CV Advisors LLC 3
OAKWX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Select Fund Investor Class 3
EDGH - Advisors' Inner Circle Fund II - 3EDGE Dynamic Hard Assets ETF 3
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 3
Alta Fox Capital Management, Llc 3
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class 3
JSMVX - Managed Portfolio Series - Jackson Square SMID-Cap Growth Fund Investor Class 3
Arthur Zaske & Associates, LLC 3
Sterling Financial Group, Inc. 3
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 3
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF 3
Cs Mckee Lp 3
Dedeker Financial LLC 3
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 3
Terril Brothers, Inc. 3
Hatton Consulting, Inc. 3
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 3
CMIFX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Founders Class 3
FT Vest Rising Dividend Achievers Total Return Fund 3
Marathon Partners Equity Management, LLC 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
IAUF - iShares U.S. ETF Trust - iShares Gold Strategy ETF 3
Provident Trust Co 3
Tmd & Associates, Inc 3
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 3
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 3
Yarger Wealth Strategies, Llc 3
ESMAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO European Small Company Fund Class A 3
Morris Financial Concepts, Inc. 3
Sterling Group Wealth Management, LLC 3
Awm Capital, Llc 3
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 3
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund 3
Independent Wealth Advisors LLC 3
Sprinkle Financial Consultants LLC 3
Wilkins Miller Wealth Management, LLC 3
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A 3
Intelligent Financial Strategies 3
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS 3
Wealthspan Partners, Llc 3
Resolute Financial, Llc 3
Michels Family Financial, LLC 3
Boulder Wealth Advisors, LLC 3
MPYIX - Capitol Series Trust - Meritage Yield-Focus Equity Fund Institutional Shares 3
First Bancorp, Inc /ME/ 3
440 Investment Group, Llc 3
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 3
GEFAX - Northern Lights Fund Trust - CMG Mauldin Core Fund Class A Shares 3
Three Cord True Wealth Management, LLC 3
Eagle Bluffs Wealth Management LLC 3
Clarity Capital KCPS Ltd. 3
Columbia River Financial Group, LLC 3
Numina Capital Management, LLC 3
Vega Investment Solutions 3
MML SERIES INVESTMENT FUND - MML Global Fund Class I 3
CMGQX - Northern Lights Fund Trust - CMG Tactical All Asset Strategy Fund Class A Shares 3
Loveless Wealth Management LLC 3
HNA Group Co., Ltd. 3
Quantitative Value Technologies, Llc 3
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 3
ArborFi Advisors, LLC 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 3
Doubleline Opportunistic Credit Fund 3
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I 3
Hudson Portfolio Management LLC 3
Nolet Wealth Management, LLC 3
Blue Rock Wealth Management LLC 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2035 Fund Class A 3
Yorkville Capital Management, Llc 3
Vista Cima Wealth Management LLC 3
Corigliano Investment Advisers, LLC 3
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 3
Bucket List Wealth Management, LLC 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 3
GOWLX - VALUED ADVISERS TRUST - Green Owl Intrinsic Value Fund 3
St. Clair Advisors, LLC 3
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2045 Fund Class A 3
MIGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Advantage Portfolio Class I 3
Banque de Luxembourg S.A. 3
Pachira Investments Inc. 3
Trent Capital Management Inc /nc/ 3
Adamsbrown Wealth Consultants Llc 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2060 Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2050 Fund Class A 3
Richwood Investment Advisors, LLC 3
Strategic Global Income Fund Inc 3
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 3
BSN Capital Partners Ltd 3
PMV Capital Advisers, LLC 3
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 3
Voya International High Dividend Equity Income Fund 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 3
Channing Global Advisors, Llc 3
Cornerstone Select Advisors, LLC 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2065 Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2040 Fund Class A 3
S Harris Financial Group, LLC 3
Morangie Management LLC 3
Hugh Johnson Advisors LLC 3
BLKBRD Asset Management, LP 3
Union Heritage Capital, LLC 3
Inherent Management Corp. 3
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 3
Lountzis Asset Management, Llc 3
Emmett Investment Management, LP 3
Vericrest Private Wealth 3
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I 3
Tensile Capital Management LP 3
Family CFO Inc 3
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 3
WAYEX - Ultimus Managers Trust - Waycross Long/Short Equity Fund 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2025 Fund Class A 3
Rs Crum Inc. 3
HAO - Invesco Exchange-Traded Fund Trust II - Invesco China Small Cap ETF 3
Apex Wealth Management, LLC 3
Salus Financial Advisors, LLC 3
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2055 Fund Class A 3
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 3
Prosperity Planning, Inc. 3
Fort Pitt Capital Group Inc 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
L1 Capital Pty Ltd 3
Alpine Equity Trust 3
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 3
Stonehaven Wealth & Tax Solutions, Llc 3
TPG-AXON Management LP 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2030 Fund Class A 3
Master's Wealth Management Inc. 3
Ironsides Partners LLC 3
Progressive Investment Management Corp 3
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 3
PIE - Invesco Exchange-Traded Fund Trust II - Invesco DWA Emerging Markets Momentum ETF 3
PCY - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF 3
PIMCO FUNDS - PIMCO U.S. Government and Short-Term Investments Portfolio 3
Heritage Wealth Partners, LLC 3
Kane Investment Management, Inc. 3
Nuveen Senior Income Fund 3
AINAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO International Allocation Fund Class A 3
ALAAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Income Allocation Fund Class A 3
Finward Bancorp 3
Vilas Fund, Lp 3
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 3
Holcombe Financial, Inc. 3
EELV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF 3
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund 3
Caprin Asset Management Llc /adv 3
VCSOX - VALIC Co I - International Socially Responsible Fund 3
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 3
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 3
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 3
Hobbs Wealth Management, LLC 3
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 3
Silicon Valley Community Foundation 3
Trustees of Dartmouth College 3
CMAIX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Conservative Allocation Fund CLASS R5 3
U S Wealth Group, Llc. 3
AMKAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Moderate Allocation Fund Class A 3
AADAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Growth Allocation Fund Class A 3
MIZAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Multi-Asset Inflation Fund Class A 3
Hsbc Advisor Funds Trust 3
Lynwood Price Capital Management Lp 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - December Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - December Series I 3
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares 3
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 3
Moerus Capital Management LLC 3
Pamalican Asset Management Ltd 3
Planning Solutions Group Llc 3
Qualcomm Inc/de 3
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 3
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 3
TSWHX - JOHCM Funds Trust - TSW High Yield Bond Fund Class Z Shares 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 3
Destiny Capital Corp/CO 3
TCUGX - TRUST FOR CREDIT UNIONS - Enhanced Income Intermediate Duration Credit Portfolio - Investor Shares 3
Colony Capital, Inc. 3
Keating Investment Counselors Inc 3
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 3
GIC Private Ltd 3
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 3
Eachwin Capital, Lp 3
Towle & Co 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Master Event-Linked Bond Fund Class R6 3
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A 3
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 3
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 3
Clune & Associates, Ltd. 3
PSGAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Growth Fund Class A 3
Bridge City Capital, LLC 3
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 3
PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class 3
VKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Core Fund Class A 3
Kentucky Farm Bureau Mutual Insurance Co 3
PKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Core Fund Class A 3
Oaktree Diversified Income Fund Inc. 3
Sentinel Dome Partners, LLC 3
Concentric Wealth Management, Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class 3
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 3
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 3
Maestria Partners LLC 3
Bestgate Wealth Advisors, LLC 3
JUCY - ETF Series Solutions - Aptus Enhanced Yield ETF 3
Birnam Oak Advisors, LP 3
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 3
Arrien Investments, Inc. 3
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 3
Sylebra Capital Ltd 3
Latigo Investments, LLC 3
Wealthsimple Inc. 3
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 3
RPTC Inc. 3
First Financial Group Corp 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 3
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares 3
SIMA Wealth Partners, LLC 3
Eagle Capital Management Llc 3
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 3
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class 3
DecisionMap Wealth Management, LLC 3
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3
Gallagher Capital Advisors, LLC 3
Gabelli Healthcare & Wellnessrx Trust 3
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 3
UGPIX - PROFUNDS - UltraChina ProFund Investor Class 3
Foundry Financial Group, Inc. 3
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 3
Reik & Co., Llc 3
PBGIX - FundVantage Trust - Polen Global SMID Company Growth Fund Institutional Class 3
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 3
Cora Capital Advisors Llc 3
Bouvel Investment Partners, LLC 3
La Financiere De L'echiquier 3
Kelly Financial Group Llc 3
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 3
Wernau Asset Management Inc. 3
Zweig Advisers Llc 3
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 3
Pcg Asset Management, Llc 3
LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares 3
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares 3
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 3
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 3
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 3
DMKC Advisory Services, LLC 3
Prasad Wealth Partners, LLC 3
AILG - Listed Funds Trust - Alpha Intelligent - Large Cap Growth ETF 3
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 3
Pacific Heights Asset Management Llc 3
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 3
Capital Investment Management, Inc. 3
Post Resch Tallon Group Inc. 3
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 3
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares 3
Manulife Financial Corp 3
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 3
Lombard Odier & Cie (Canada), Limited Partnership 3
Oppenheimer Main Street All Cap Fund 3
SGHIX - SATURNA INVESTMENT TRUST - Sextant Global High Income Fund 3
Dahring | Cusmano Llc 3
Gardner Russo & Quinn Llc 3
LLDHQ - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Limited Duration Bond Fund 3
Morgan Stanley India Investment Fund, Inc. 3
CRDT - Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF 3
Trademark Financial Management, LLC 3
Niemann Capital Management Inc 3
Cardinal Point Wealth Management LLC 3
CogentBlue Wealth Advisors, LLC 3
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class 3
TPI Fund Managers Ltd 3
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 3
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 3
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 3
Orrell Capital Management Inc 3
Stanich Group LLC 3
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 3
Delaware Vip Trust - Delaware Vip U.s. Growth Series Standard Class 3
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 3
Precedent Wealth Partners, Llc 3
VCCEX - VALIC Co I - Core Equity Fund 3
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 3
Figure 8 Investment Strategies Llc 3
CVAR - ETF Opportunities Trust - Cultivar ETF 3
JRVIX - James Alpha Funds Trust - James Alpha Relative Value Fund Class I 3
Hidden Cove Wealth Management, LLC 3
Ridgeline Wealth Planning, LLC 3
Trust Co of the South 3
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class 3
Cultivar Capital, Inc. 3
American National Bank & Trust Co /va/ 3
First Wilshire Securities Management Inc 3
VEGA - AdvisorShares Trust - AdvisorShares STAR Global Buy-Write ETF 3
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 3
Belvedere Advisors Llc 3
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 3
Bush Investment Group, Llc 3
Serenus Wealth Advisors, LLC 3
Balanced Wealth Group Llc 3
SHMDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Fund Institutional Class 3
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 3
Citrine Capital LLC 3
Rik Saylor Financial, Inc. 3
Elm3 Financial Group, LLC 3
Capstone Wealth Management Group, Llc 3
North Peak Capital Management, LLC 3
PXLVX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS Fund Class A 3
Edenbrook Capital, LLC 3
Long Focus Capital Management, Llc 3
Deschaine & Company, Llc 3
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 3
MYCN - SSGA Active Trust - SPDR SSGA My2034 Corporate Bond ETF 3
Klein Pavlis & Peasley Financial, Inc. 3
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 3
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class 3
RAM Investment Partners, LLC 3
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 3
Waterfront Capital Partners, LLC 3
Elefante Michael B 3
Ofc Financial Planning, Llc 3
Hansberger Global Investors Inc/fl 3
ATAFX - ADVISORS SERIES TRUST - American Trust Allegiance Fund Investor Class 3
Endicott Management Co 3
Riverbridge Partners Llc 3
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 3
AMG Asset Management Group, Inc. 3
Northern Lights Variable Trust - Power Income VIT Fund Class 1 Shares 3
Unison Asset Management LLC 3
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND 3
TRGSX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Focused Growth Equity Fund 3
Grange Capital, LLC 3
Connors Funds - Connors Hedged Equity Fund Institutional Class 3
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I 3
Aspiring Ventures, LLC 3
Aequim Alternative Investments LP 3
Putnam ETF Trust - Putnam Sustainable Leaders ETF - 3
Shoals Capital Management Lp 3
Certus Wealth Management, LLC 3
RoundAngle Advisors LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 3
Fine Capital Partners, L.P. 3
Cvfg Llc 3
WIT Partners Advisory Pte. Ltd. 3
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 3
Puzo Michael J 3
Tallon Kerry Patrick 3
ValueAct Holdings, L.P. 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 3
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 3
Total Wealth Planning, Llc 3
VAPPX - VALIC Co I - Capital Appreciation Fund 3
Hillcrest Asset Management LLC 3
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I 3
SMLL - Harbor ETF Trust - Harbor Active Small Cap ETF 3
Schroder Capital Funds (delaware) 3
ALTTX - FS Series Trust - FS Global Macro Fund Class A 3
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 3
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 3
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 3
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 3
Oppenheimer Global High Yield Fund 3
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 3
Carter Financial Group, INC. 3
Rex Capital Advisors, LLC 3
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 3
BGEIX - American Century Quantitative Equity Funds, Inc. - Global Gold Fund Investor Class 3
Lauer Wealth, LLC 3
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND 3
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 3
Train Babcock Advisors Llc 3
Kirr Marbach & Co Llc /in/ 3
Wilkinson Ogrady & Co Inc /ny 3
Powers Advisory Group, LLC 3
Leeward Investments, LLC - MA 3
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 3
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB 3
Hudson Canyon Capital Management 3
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 3
Lockerman Financial Group, Inc. 3
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 3
Cladis Investment Advisory, LLC 3
S.E.E.D. Planning Group LLC 3
Matthew 25 Management Corp 3
Bowie Capital Management, LLC 3
Caledonia (Private) Investments Pty Ltd 3
Elm Ridge Management, LLC 3
Ergawealth Advisors, Inc. 3
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 3
Litespeed Management, L.L.C. 3
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 3
Scotia Institutional Investments US, LP 3
Sanchez Wealth Management Group 3
Baskin Financial Services Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 3
Aip Series Trust 3
Alpha Square Group S, LLC 3
Chapwood Capital Investment Management, LLC 3
Wolff Financial Management Llc 3
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 3
GISYX - Grandeur Peak Global Trust - Grandeur Peak International Stalwarts Fund Institutional Class 3
Protective Life Corp 3
CVS HEALTH Corp 3
Palo Alto Wealth Advisors, Llc 3
Athena Investment Management 3
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 3
Derby & Company, Inc 3
Sofi Wealth, Llc 3
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 3
Aston Asset Management, LLC 3
Private Wealth Group, LLC 3
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF 3
Spinnaker ETF Series - Parabla Innovation ETF 3
Kingsbury Capital Investment Advisors LLC 3
Glenview State Bank Trust Dept. 3
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 3
Brickley Wealth Management 3
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 3
DDFG, Inc 3
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 3
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 3
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 3
Buttonwood Financial Group, LLC 3
Stellar Capital Management, LLC 3
MayTech Global Investments, LLC 3
Lynrock Lake LP 3
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 3
LIVR - EA Series Trust - Intelligent Livermore ETF 3
Ab Multi-manager Alternative Fund 3
Penn Mutual Asset Management, LLC 3
Westend Partners Lp 3
First Trust Enhanced Equity Income Fund 3
Conway Capital Management, Inc. 3
White Square Capital Llp 3
FSMOX - FIDELITY SALEM STREET TRUST - Fidelity SAI Investment Grade Securitized Fund 3
Context Partners Fund, L.p. 3
Cornerstone Advisors Asset Management, Inc 3
Clear Street Derivatives LLC 3
Motive Wealth Advisors 3
ACT Advisors, LLC. 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - March Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - March Series I 3
Fidelity National Financial, Inc. 3
Monte Financial Group, LLC 3
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 3
High Probability Advisors, LLC 3
GPEOX - Grandeur Peak Global Trust - Grandeur Peak Emerging Markets Opportunities Fund Investor Class 3
Financial Planning & Information Services, Inc. 3
Wakefield Alternative Series Trust 3
Newlands Management Operations LLC 3
MMAAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Growth Opportunities Fund Class A 3
Amara Financial, Llc. 3
Dnca Finance 3
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 3
Briggs Wealth Management, Inc 3
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 3
Transamerica Income Shares, Inc. 3
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 3
Unify Financial Advisors 3
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 3
Ivy High Income Opportunities Fund 3
MML Series Investment Fund II - MML Special Situations Fund Class II 3
STXT - EA Series Trust - Strive Total Return Bond ETF 3
Alta Park Capital, LP 3
Charter Research & Investment Group, Inc. 3
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
F/M Funds Trust - F/m Investments Large Cap Focused Fund Institutional Class Shares 3
RKSAX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller US Small Cap Core Fund Class A 3
Gabelli Multimedia Trust Inc. 3
Verger Capital Management LLC 3
Clayton Partners LLC 3
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 3
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 3
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 3
McLaughlin Asset Management, Inc. 3
Lakehouse Capital Pty Ltd 3
Tema ETF Trust - Tema Monopolies and Oligopolies ETF 3
Martin Capital Partners, LLC 3
PCGTX - PACE SELECT ADVISORS TRUST - PACE Mortgage-Backed Securities Fixed Income Investments Class P 3
TMD Wealth Management, LLC 3
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 3
Cat Rock Capital Management Lp 3
Cox Capital Mgt LLC 3
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 3
Navigation Wealth Management, Inc. 3
MML Series Investment Fund II - MML High Yield Fund Class II 3
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 3
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF 3
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 3
Titan Investment Management LLC 3
Landmark Bank 3
Values Added Financial LLC 3
Goldman Sachs Real Estate Diversified Income Fund 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A 3
AGGS - Harbor ETF Trust - Harbor Disciplined Bond ETF 3
Invesco High Income 2024 Target Term Fund 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Growth Series Class A 3
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 3
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 3
Altium Capital Management LP 3
Francis Financial, Inc. 3
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A 3
Bauman Advisory Group, LLC 3
Antara Capital LP 3
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 3
Cion Ares Diversified Credit Fund 3
Kalmar Investments Inc /de/ 3
Alight Capital Management LP 3
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 3
GENT - Spinnaker ETF Series - Genter Capital Taxable Quality Intermediate ETF 3
Pacific Wealth Strategies Group, Inc. 3
USGAX - MORGAN STANLEY US GOVERNMENT SECURITIES TRUST - Morgan Stanley US Government Securities Trust A 3
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 3
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF 3
JNL SERIES TRUST - JNL International Index Fund (I) 3
NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF 3
Greater Midwest Financial Group, LLC 3
Brightwater Advisory LLC 3
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 3
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class 3
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class 3
Strategic Equity Management 3
RTRE - Collaborative Investment Series Trust - Rareview Total Return Bond ETF 3
Yaupon Capital Management LP 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 3
OIOIX - Investment Managers Series Trust II - AXS Income Opportunities Fund Class I 3
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF 3
Forte Asset Management Llc 3
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class 3
Cincinnati Insurance Co 3
SP Asset Management LLC 3
Blackrock Dividend Income Trust 3
Putnam Europe Equity Fund 3
Greenhaven Road Investment Management, L.P. 3
Divergent Planning, LLC 3
Boulder Growth & Income Fund 3
CSMD - PROFESSIONALLY MANAGED PORTFOLIOS - Congress SMid Growth ETF 3
Compass Capital Management, Inc 3
Lara, May & Associates, Llc 3
TPG Advisors LLC 3
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 3
Blue Chip Wealth Management, Inc. 3
Correct Capital Wealth Management 3
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund 3
Valinor Management, Llc 3
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class 3
Christensen, King & Associates Investment Services, Inc. 3
Profit Funds Investment Trust 3
Sanford Advisory Services, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Inflation Protection Fund Standard Class II 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2010 Fund Class R6 3
CRIT - EXCHANGE TRADED CONCEPTS TRUST - Optica Rare Earths & Critical Materials ETF 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 3
Cardinal Capital Management 3
Tanglewood Wealth Management, Inc. 3
Peninsula Wealth, LLC 3
Two West Capital Advisors LLC 3
Mirabaud Asset Management Ltd 3
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 3
swisspartners Ltd. 3
American Financial & Tax Strategies Inc 3
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 3
Leslie Global Wealth, LLC 3
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 3
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 3
Midwest Wealth Management Inc. 3
Veritas Investment Management (UK) Ltd 3
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 3
Highland Financial Advisors, LLC 3
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 3
Farrell Financial LLC 3
MSVX - ETF Series Solutions - LHA Market State Alpha Seeker ETF 3
Elser Financial Planning, Inc 3
Coombe, Bender & Co LLC 3
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 3
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 3
Swan Global Investments, LLC 3
Cardinal Capital Management Llc /ct 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6 3
Fiduciary Financial Services Of The Southwest Inc /tx 3
BCU Wealth Advisors, LLC 3
New South Capital Management Inc 3
Stieven Capital Advisors, L.P. 3
Planning Directions Inc 3
John Hancock Tax-advantaged Global Shareholder Yield Fund 3
HFG Wealth Management, LLC 3
Philo Smith Capital Corp 3
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 3
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund 3
Bell Asset Management Ltd 3
Cohen Investment Advisors LLC 3
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF 3
Elephas Investment Management Ltd 3
Crystal Rock Capital Management 3
Sensible Money, LLC 3
Hansberger Growth Investors, Lp 3
Acuitas Investments, LLC 3
CASIX - MUTUAL FUND SERIES TRUST - Catalyst/Aspect Enhanced Multi-Asset Fund Class I 3
Matterhorn Capital Management, LLC 3
Newport Wealth Strategies, Inc. 3
Theleme Partners LLP 3
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 3
Orin Green Financial, LLC 3
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 3
WJ Interests, LLC 3
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 3
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF 3
Nuveen Mortgage Opportunity Term Fund 3
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 3
Performa Ltd (US), LLC 3
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 3
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 3
Hc Financial Advisors, Inc. 3
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 3
ACT Capital Management, LLLP 3
Lam Group, Inc. 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - June Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - June Series I 3
Emerging Markets Local Income Portfolio - Emerging Markets Local Income Portfolio 3
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 3
Meridian Financial Partners LLC 3
BlackRock ETF Trust - BlackRock Large Cap Core ETF 3
Envoi LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y 3
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A 3
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 3
Morgan Creek Series Trust 3
IBLC - iSHARES TRUST - iShares Blockchain and Tech ETF 3
WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class 3
AAFCPAs Wealth Management, LLC 3
Montgomery Street Income Securities, Inc 3
Twin City Private Wealth, Llc 3
Longitude (Cayman) Ltd. 3
UDI - USCF ETF Trust - USCF Dividend Income Fund 3
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares 3
Compass Group Llc 3
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I) 3
Arctis Global LLC 3
Sequent Planning LLC 3
Envision Financial Transparency, LLC 3
Sab Capital Management Lp 3
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 3
Aull & Monroe Investment Management Corp 3
AVALX - AEGIS FUNDS - Aegis Value Fund Class I 3
Hna Capital Group Co., Ltd. 3
Sheridan Capital Management, LLC 3
V2 Financial group LLC 3
Cqs (us), Llc 3
LVLAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Low Volatility Emerging Markets Fund Class A 3
OAIE - Series Portfolios Trust - Optimize AI Smart Sentiment Event-Driven ETF 3
Evensky & Katz LLC 3
New Insight Wealth Advisors 3
VELA Funds - VELA Income Opportunities Fund Class A 3
Robertson Opportunity Capital, LLC 3
Sturgeon Ventures LLP 3
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF 3
DIAVX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Inflation Adjusted Securities Fund Investor Shares 3
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF 3
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 3
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 3
De Lisle Partners LLP 3
Concord Asset Management Llc 3
Calamos ETF Trust - Calamos Convertible Equity Alternative ETF 3
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class 3
Sabby Management, Llc 3
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 3
First Sabrepoint Capital Management Lp 3
Ellenbecker Investment Group 3
Leonard Rickey Investment Advisors P.L.L.C. 3
Mittelman Wealth Management 3
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 3
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund 3
Tygh Capital Management, Inc. 3
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 3
Coalescence Partners Investment Management, LP 3
MAPP - Harbor ETF Trust - Harbor Multi-Asset Explorer ETF 3
Horizon Advisory Services, Inc. 3
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 3
BLACKROCK FUNDS - iShares U.S. Securitized Bond Index Fund 3
Jetstream Capital LLC 3
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF 3
Prota Financial, LLC 3
Osher Van de Voorde Investment Management 3
ION Fund Management Ltd 3
Bull Oak Capital, LLC 3
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 3
Opus Financial Solutions LLC 3
Rivernorth Marketplace Lending Corp 3
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF 3
Putnam ETF Trust - Putnam ESG High Yield ETF - 3
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 3
Precept Management LLC 3
Greystone Investment Management Llc 3
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A 3
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 3
HF Advisory Group, LLC 3
Intracoastal Capital, Llc 3
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 3
Client First Investment Management LLC 3
Durante & Waters, Llc 3
Promethos Capital, LLC 3
Parthenon Llc 3
Kurv Investment Management LLC 3
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 3
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund 3
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 3
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 3
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 3
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF 3
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF 3
Western Asset/claymore Inflation-linked Opportunities & Income Fund 3
Samjo Capital LLC 3
SA FUNDS INVESTMENT TRUST - SA International Value Fund 3
Integrity Wealth Advisors, Inc. 3
BKCH - Global X Funds - Global X Blockchain ETF 3
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 3
Kenmare Capital Partners, L.L.C. 3
LDR Capital Management LLC 3
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares 3
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 3
Decision Investments, Inc 3
SPWM Advisors LLC 3
Swp Financial Llc 3
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund 3
Strong Tower Advisory Services 3
Sun Group Wealth Partners 3
Montaka Global Pty Ltd 3
RAMIX - Advisor Managed Portfolios - Ramirez Core Bond Fund Institutional Class 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 3
Goodnow Investment Group, Llc 3
Ark & Tlk Investments, Llc 3
EQTYX - WisdomTree Digital Trust - WisdomTree Siegel Global Equity Digital Fund 3
Invesco Dynamic Credit Opportunities Fund 3
Kfg Wealth Management, Llc 3
Marque Millennium Capital Management Lcc 3
MFF Capital Investments Ltd 3
Herring Creek Capital Management, LLC 3
Ranger Investment Management, L.P. 3
WealthCare Asset Management, LLC 3
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 3
Enstar Group LTD 3
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 3
Resolute Wealth Advisor, Inc. 3
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 3
Balanced Rock Investment Advisor 3
TSG Advice Partners, LLC 3
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 3
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 3
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 3
SVB Wealth Advisory, Inc. 3
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 3
Mount Vernon Associates Inc /md/ 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
First Ascent Asset Management, LLC 3
Legacy Financial Independent Advisors Llc 3
Nepsis, Inc. 3
Markin Asset Management, LP 3
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR 3
Bmt Investment Funds 3
Winter & Associates, Inc. 3
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 3
Altrafin AG 3
RAMSX - Starboard Investment Trust - Roumell Opportunistic Value Fund Institutional Class 3
E6 Portfolios, LLC 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
Wiregrass Investment Management Llc 3
Martin Investment Management, LLC 3
Bmt Investment Advisors 3
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 3
LiftPoint Family Wealth Advisors LLC 3
Clearwave Capital, LLC 3
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 3
Brooktree Capital Management 3
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund 3
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 3
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 3
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 3
Safe Harbor Wealth Advisors, LLC 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. S&P 500 Buffer Fund - September Series II 3
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco(R) V.I. Nasdaq 100 Buffer Fund - September Series II 3
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund 3
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund 3
Blue Jean Financial Llc 3
StellarOne CORP 3
Rmr Real Estate Income Fund 3
Cohen Lawrence B 3
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A 3
Mohican Financial Management, LLC 3
RIVSX - Oak Associates Funds - River Oak Discovery Fund 3
PENN SERIES FUNDS INC - Mid Cap Value Fund 3
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 3
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 3
Portfolio Resources Advisor Group, Inc. 3
Alliance Private Wealth, LLC 3
Snowwater Investment Partners, Llc 3
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc 3
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 3
QDIBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans 3
Wealth Advisors of Iowa, LLC 3
Paradice Investment Management LLC 3
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A 3
Comprehensive Financial Management LLC 3
ADKSX - Adirondack Funds - Adirondack Small Cap Fund 3
KONG - ETF Opportunities Trust - Formidable Fortress ETF 3
Sims Total Return Fund, Inc. 3
Livet Wealth, LLC 3
SVRN Asset Management, LLC 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 3
Latimer Light Capital, L.P. 3
Capstone Financial Group, Inc. 3
Eagle Capital Management, LLC 3
Heron Financial Group, Llc 3
Doubleline Income Solutions Fund 3
Kirkoswald Asset Management LLC 3
BTCR - Volt ETF Trust - Volt Crypto Industry Revolution and Tech ETF 3
Soundwatch Capital LLC 3
Gems Management Ltd 3
GeoSphere Capital Management 3
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 3
NFC Investments, LLC 3
Parsifal Capital Management, LP 3
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I 3
Mader & Shannon Wealth Management, Inc. 3
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 3
Columbia Pacific Advisors, LLC 3
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 3
Planning Project LLC 3
Granite Islands Private Wealth, Llc 3
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 3
Mic Capital Partners (public) (us) Im, Llc 3
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 3
Parsonex Advisory Services, Inc. 3
Applied Capital LLC/FL 3
Arcadia Wealth Management, LLC 3
Meiji Yasuda America Inc 3
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund 3
Graham & Dodd Fund, Llc 3
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A 3
GISOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Stalwarts Fund Investor Class 3
ACEFX - Unified Series Trust - Absolute Strategies Fund Institutional Shares 3
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares 3
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional 3
Seascape Capital Management 3
Twele Capital Management, Inc. 3
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I 3
Miller Investment Management, LP 3
Argent Wealth Management LLC 3
DFDSX - FORUM FUNDS - DF Dent Small Cap Growth Fund Investor Shares 3
TPINX - TEMPLETON INCOME TRUST - Templeton Global Bond Fund Class A 3
Acorn Advisory Capital L.p. 3
Princeton Portfolio Strategies Group LLC 3
Barings Global Short Duration High Yield Fund 3
IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF 3
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 3
Lazard Global Total Return & Income Fund Inc 3
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 3
Vickerman Investment Advisors, Inc. 3
Pinpoint Asset Management Ltd 3
Client 1st Advisory Group, Llc 3
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 3
QDVBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans 3
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 3
Diesslin Group, Inc. 3
Windle Wealth, LLC 3
Fortune Financial Group, Inc. 3
Watchman Group, Inc. 3
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 3
Reservoir Operations, L.P. 3
Presilium Private Wealth, Llc 3
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund 3
Jdc-jsc L.p. 3
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 3
Pacific Ridge Capital Partners, LLC 3
Wade Financial Advisory, Inc 3
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares 3
Columbia Trust Co 01012016 3
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 3
Windham Capital Management, LLC 3
Foundation Resource Management Inc 3
Chai Trust Co Llc 3
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 3
Evexia Wealth Llc 3
Absher Wealth Management, Llc 3
Clarity Wealth Advisors, LLC 3
Stevard, LLC 3
Navigation Group, LLC 3
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3
Cascabel Management LP 3
Smid-cap Portfolio 3
Atalaya Capital Management LP 3
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 3
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 3
Principal Diversified Select Real Asset Fund 3
Highland Global Allocation Fund 3
Corepath Wealth Partners Llc 3
Edmond De Rothschild Asset Management (luxembourg) 3
Dfa Investment Trust Co - The Dfa International Value Series 3
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 3
Lyon Street Capital, LLC 3
Closed-End Fund Advisors, Inc. 3
AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A 3
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class 3
Duff & Phelps Utility & Corporate Bond Trust Inc 3
Lone Star Value Management LLC 3
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF 3
Morris Capital Advisors, LLC 3
Kensington Investment Counsel, LLC 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
RiverNorth Managed Duration Municipal Income Fund, Inc. 3
Dfa Investment Trust Co - The United Kingdom Small Company Series 3
Silver Rock Financial LP 3
Integrity Wealth Partners, LLC 3
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 3
Curtis Advisory Group, LLC 3
Bay Rivers Group 3
American Assets Capital Advisers, LLC 3
Personal Financial Consultants Inc /adv 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I 3
Royal Palms Capital LLC 3
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 3
Box Hill Private Wealth LLC 3
M3 Wealth Management, LLC 3
Themes Management Co LLC 3
Strongvest Etf Trust 3
Compton Financial Group, LLC 3
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund 3
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
Raging Capital Management, LLC 3
Life Cycle Investment Partners Ltd 3
Integer Wealth Advisors Group LLC 3
Holland Capital Management Llc 3
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 3
Advisors Preferred Trust - The Gold Bullion Strategy Portfolio 3
KARB - ETF Series Solutions - Carbon Strategy ETF 3
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 3
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 3
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class 3
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares 3
Legacy Wealth Management, Inc 3
Amcap Fund 3
EVR Research LP 3
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 3
DFA INVESTMENT TRUST CO - The Canadian Small Company Series 3
Spreng Capital Management, Inc. 3
Daviman Financial, LLC 3
Fieldpoint Private Advisors, Inc 3
Quantify Chaos Advisors, Llc 3
Viewpoint Investment Partners Corp 3
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 3
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 3
Capstone Capital Management Ltd 3
Oldfather Financial Services, LLC 3
Prudent Investors Network 3
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 3
Odyssey Capital Advisors, Inc. 3
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 3
Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund Class A 3
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 3
Guardian Capital, LLC 3
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 3
Bedminster, LLC 3
Manitou Investment Management Ltd. 3
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P 3
WHI TRUST Co LLC 3
Palmer Square Opportunistic Income Fund 3
GUNN & Co INVESTMENT MANAGEMENT, INC. 3
Blue Water Asset Management 3
Covington Investment Advisors Inc. 3
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 3
Thayer Partners, LLC / MA 3
Bristol Gate Capital Partners Inc. 3
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 3
SHTIX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Duration Inflation Protected Fund Class A2 3
THCSX - THORNBURG INVESTMENT TRUST - Thornburg Core Plus Bond Fund Class R6 3
Clarity Capital Partners LLC 3
NMIEX - Northern Funds - Active M International Equity Fund 3
MSA Advisors, LLC 3
AGOVX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Income Fund Class A 3
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund 3
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A 3
Underhill Investment Management Llc 3
IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A 3
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A 3
Gresham Partners, LLC 3
Allianzgi Convertible & Income 2024 Target Term Fund 3
DBK Financial Counsel, LLC 3
Peak Wealth Management LLC 3
TSFAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Small Cap Fund Class A 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 3
Kampmann Melissa S. 3
Boomfish Wealth Group, LLC 3
Professional Advisory Services Inc 3
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 3
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 3
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 3
Charles Carroll Financial Partners, LLC 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
Sandro Wealth Management LLC 3
Wealth Care LLC 3
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 3
Fairholme Capital Management Llc 3
Estuary Capital Management LP 3
Reicon Wealth Advisors, Llc 3
Savoie Capital LLC 3
BAB - Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF 3
WMKTX - WESMARK FUNDS - WesMark Tactical Opportunity Fund 3
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 3
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF 3
Montanaro Asset Management Ltd 3
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 3
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 3
PCEF - Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF 3
Mangrove Partners Master Fund, Ltd. 3
AFS Financial Group, LLC 3
Finhabits Advisors LLC 3
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 3
Coquina Private Wealth LLC 3
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 3
DG Capital Management, LLC 3
Financial Solutions Advisory Group, Inc. 3
RCS Financial Planning, LLC 3
Lee Capital Asset Management Llc 3
IOO - iSHARES TRUST - iShares Global 100 ETF 3
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 3
Convector Capital Management, LP 3
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio 3
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF 3
SevenOneSeven Capital Management 3
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class 3
Helen Stephens Group, LLC 3
DUTCH ASSET Corp 3
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 3
Rollins Financial Advisors, LLC 3
Pursuit Wealth Management LLC 3
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A 3
BSMS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF 3
IYVAX - IVY FUNDS - Ivy Value Fund Class A 3
Wesleyan Assurance Society 3
Ilex Capital Partners (UK) LLP 3
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 3
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 3
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I 3
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C 3
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 3
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 3
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 3
TWOAX - NORTHERN LIGHTS FUND TRUST II - Two Oaks Diversified Growth and Income Fund Class A Shares 3
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF 3
Kelsey Financial, LLC 3
Summit Creek Advisors LLC 3
NAVFX - Starboard Investment Trust - The Sector Rotation Fund No Load Shares 3
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 3
Centennial Advisors, LLC 3
Gimbal Financial 3
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 3
Ethos Capital Management, Inc. 3
Biltmore Wealth Management, LLC 3
Madson Wealth Advisors Inc 3
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 3
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF 3
NSITX - Northern Funds - Northern Short-intermediate Tax-exempt Fund 3
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 3
Arlington Value Capital, LLC 3
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R 3
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares 3
Elevation Etf Trust 3
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 3
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund 3
Blue Water Life Science Advisors, LLC 3
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv 3
Vahanian & Associates Financial Planning Inc. 3
Matthews International Capital Management Llc 3
ASL Financial, LLC 3
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 3
Ares Systematic Credit Ltd 3
RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF 3
MOR Wealth Management, LLC 3
Schwallier Wealth Management LLC 3
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 3
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF 3
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 3
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 3
Threshold Group LLC 3
RHTX - Starboard Investment Trust - RH Tactical Outlook ETF 3
Honeycomb Asset Management LP 3
Westview Management dba Westview Investment Advisors 3
Nuveen Short Duration Credit Opportunities Fund 3
Greenfield Seitz Capital Management, LLC 3
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 3
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF 3
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 3
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 3
Fidelity Colchester Street Trust 3
AltraVue Capital, LLC 3
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 3
Revere Asset Management, Inc 3
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 3
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares 3
L1 Capital International Pty Ltd 3
Edinburgh Partners Ltd 3
MUB - iSHARES TRUST - iShares National Muni Bond ETF 3
Elm Advisors, Llc 3
EWUS - iSHARES TRUST - iShares MSCI United Kingdom Small-Cap ETF 3
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL 3
Lyrical Asset Management Lp 3
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 3
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 3
Telemus Investment Management, LLC 3
Highlander Partners, L.P. 3
FTIIX - FEDERATED INTERNATIONAL SERIES INC - Federated Global Total Return Bond Fund Class A Shares 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 3
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 3
Red Wave Investments LLC 3
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A 3
Caldera Capital, LLC 3
SUNY - NORTHERN LIGHTS FUND TRUST II - LifeGoal Vacation Investment ETF 3
NerdWallet Wealth Partners, LLC 3
Teton Advisors, LLC 3
PVCMX - Series Portfolios Trust - Palm Valley Capital Fund Investor Class 3
CHLD - NORTHERN LIGHTS FUND TRUST II - LifeGoal Children Investment ETF 3
Western Asset Global Partners Income Fund Inc. 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 3
WealthNavi Inc. 3
Blackrock Enhanced Government Fund, Inc. 3
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 3
Mhr Fund Management Llc 3
Alpha Advisors, LLC/VA 3
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 3
Pine Ridge Advisers LLC 3
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 3
MISEX - Midas Series Trust - Midas Magic 3
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 3
SMARX - BRANDES INVESTMENT TRUST - Brandes Separately Managed Account Reserve Trust 3
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 3
MSF Capital, LLC 3
Kw Wealth Management Llc 3
Bowman & Co S.C. 3
IEMAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Emerging Markets Select Equity Fund Class A 3
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 3
Blackrock Cori Funds 3
Pureheart Capital Pte Ltd. 3
RULRX - World Funds Trust - Rule One Fund 3
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A 3
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 3
Colorado Capital Management, Inc. 3
OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares 3
Trevian Wealth Management LLC 3
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Core Fixed Income ETF 3
Valliance Asset Management Ltd 3
Biegel & Waller Llc 3
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 3
BGIAX - BRANDES INVESTMENT TRUST - Brandes Global Equity Income Fund Class A 3
PPM Funds - PPM Small Cap Value Fund (Inst) 3
BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund 3
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares 3
Gyrus Investment Management Inc. 3
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 3
Decker Wealth Management LLC 3
BT Wealth Management LLC 3
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 3
FONPX - Tributary Funds, Inc. - Tributary Nebraska Tax-Free Fund Institutional Plus Class 3
INDPX - Collaborative Investment Series Trust - Dividend Performers Class A 3
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 3
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A 3
VCGSX - VALIC Co I - Government Securities Fund 3
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 3
Kidder Stephen W 3
GMCDX - GMO TRUST - GMO Emerging Country Debt Fund Class III 3
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 3
Voya Emerging Markets High Dividend Equity Fund 3
Voce Capital Management LLC 3
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 3
Andalusian Capital Partners, Lp 3
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 3
Elliott Management Corporation 3
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 3
EPMV - Harbor ETF Trust - Harbor Mid Cap Value ETF 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV 3
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 3
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class 3
Kitching Partners, Llc 3
Global Strategic Management Inc 3
Align Wealth Management, LLC 3
TGLB - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Global Equity ETF 3
Ironwood Wealth Management, LLC. 3
Boussard & Gavaudan Asset Management LP 3
Mrj Capital Inc 3
PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class 3
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 3
Bill & Melinda Gates Foundation Trust 3
WIGTX - ALPS Series Trust - Seven Canyons World Innovators Fund Institutional Class 3
WATWX - WANGER ADVISORS TRUST - Wanger Select 3
EASAX - 360 Funds - Timber Point Alternatives Fund Investor Class Shares 3
Momentum Wealth Planning, LLC 3
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 3
CAMAX - Advisors' Inner Circle Fund - Cambiar Global Ultra Focus Fund Investor Class Shares 3
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV 3
Milestones Private Investment Advisors LLC 3
JISOX - John Hancock Funds II - New Opportunities Fund Class 1 3
Gouws Capital LLC 3
Somerset Group LLC 3
Wealth Management Solutions, LLC 3
DB Fitzpatrick & Co, Inc 3
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 3
Weitzel Financial Services, Inc. 3
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 3
VIDI - ETF Series Solutions - Vident International Equity Fund 3
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF 3
Lapides Asset Management, LLC 3
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 3
Biondo Investment Advisors, LLC 3
RFTDX - Ranger Funds Investment Trust - Ranger Quest For Income And Growth Fund Investor Class 3
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF 3
NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A 3
Phoenix Investment Adviser LLC 3
DFND - Reality Shares ETF Trust - REALITY SHARES DIVCON DIVIDEND DEFENDER ETF 3
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 3
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 3
Ami Asset Management Corp 3
MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. 3
Prospera Capital Management, LLC 3
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 3
Real Estate Management Services Llc 3
Omega Financial Group, LLC 3
Cypress Funds Llc 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II 3
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 3
Southern Capital Advisors, Llc 3
Aster Investment Management Co Inc 3
GPARX - GPS Funds II - GuidePath(R) Absolute Return Allocation Fund Service Shares 3
Cypress Capital Advisors, LLC 3
Disciplined Growth Investors Inc /mn 3
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 3
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 3
MB Generational Wealth, LLC 3
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 3
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares 3
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 3