Security Brokers, Dealers, And Flotation - 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 399
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 359
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 275
ABYAX - RBB FUND, INC. - Abbey Capital Futures Strategy Fund Class A Shares 267
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 263
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 255
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 253
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 253
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 248
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 245
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 245
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 242
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 235
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 233
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 232
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 230
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 220
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 219
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 211
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 210
MAFAX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class A Shares 206
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 203
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 203
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 200
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 199
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 196
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 190
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 188
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 186
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 186
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 184
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 182
QGMIX - AQR Funds - AQR Global Macro Fund Class I 180
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 180
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 178
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 175
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 175
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 174
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 174
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 173
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 173
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 172
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 170
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 170
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 169
MASTER BOND LLC - Master Total Return Portfolio 166
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 165
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 165
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 165
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 164
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 164
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 164
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 163
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 163
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 162
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 161
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 160
ARCNX - AQR Funds - AQR Risk-Balanced Commodities Strategy Fund Class N 157
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 153
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 151
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 151
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 150
Six Circles Trust - Six Circles Global Bond Fund 148
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 148
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 146
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 145
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 144
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 143
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 141
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 140
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 140
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 140
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 138
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 138
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 137
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 136
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 133
CLAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi Strategy Alternatives Fund Class A 132
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 131
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 130
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 129
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 129
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 127
JASVX - James Alpha Funds Trust - James Alpha Structured Credit Value Fund Class A 127
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 126
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 126
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 123
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 123
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 122
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 122
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 121
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 121
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 120
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 120
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 120
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 120
RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares 118
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 118
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 118
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 117
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 113
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 113
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 112
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 110
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 109
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 108
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 106
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 106
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 106
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 105
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 105
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 105
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 103
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 103
JASVX - SARATOGA ADVANTAGE TRUST - James Alpha Structured Credit Value Portfolio Class A 103
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 102
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 102
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 101
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 101
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 100
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 100
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 99
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 98
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 98
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 97
EBSAX - RBB FUND, INC. - Campbell Systematic Macro Fund Class A Shares 97
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 97
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 97
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 97
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 97
UBS Group AG 96
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 95
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 94
NOBOX - Northern Funds - Northern Bond Index Fund 94
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 94
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 94
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 93
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 93
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 93
Susquehanna International Group, Llp 92
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 91
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 91
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 91
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 91
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 91
Pnc Financial Services Group, Inc. 91
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 91
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 90
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 90
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 89
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 89
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 89
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 89
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 89
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 89
Citadel Advisors Llc 88
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 88
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 88
GPMFX - GPS Funds II - GuidePath(R) Managed Futures Strategy Fund Service Shares 88
BRACX - Blackrock Allocation Target Shares - Bats Series C 88
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 88
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 87
Royal Bank Of Canada 87
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 87
Bank Of America Corp /de/ 87
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 87
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 87
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 86
Proequities, Inc. 86
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 86
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 86
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 86
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 86
Invesco Bond Fund 86
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 86
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 85
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 85
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 85
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 85
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 85
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 85
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 84
Morgan Stanley 84
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 84
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 83
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 83
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 83
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 83
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 82
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 82
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 82
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 82
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 82
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 82
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 82
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 82
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 82
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 81
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 81
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 81
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 81
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 81
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 81
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 80
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 80
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 80
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 79
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A 79
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 79
Goldman Sachs Group Inc 79
Sonora Investment Management, LLC 79
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 78
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 78
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 78
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 78
Jane Street Group, Llc 78
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 78
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 78
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 78
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 78
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 77
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 77
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 77
RCTRX - Advisor Managed Portfolios - Regan Total Return Income Fund Investor Class 77
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 77
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 77
Wells Fargo & Company/mn 77
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 76
PIMCO FUNDS - PIMCO Short Asset Portfolio 76
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 76
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 76
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 76
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 76
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 76
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 75
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 75
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 75
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 75
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 75
Tower Research Capital LLC (TRC) 75
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 75
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 75
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 74
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 74
GGBFX - GuideStone Funds - Global Bond Fund Investor 74
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 74
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 74
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 74
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 74
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 74
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 73
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 73
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 73
Advisor Group Holdings, Inc. 73
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 73
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 73
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 73
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 72
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 72
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 72
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 72
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 72
Advanced Series Trust - Ast Advanced Strategies Portfolio 72
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 72
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 72
EIXIX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Income Strategy Fund Class I 72
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 71
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 71
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 71
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 71
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 71
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 70
Ameriprise Financial Inc 70
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 70
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 70
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 70
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 70
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 70
Fmr Llc 70
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 70
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 69
IFP Advisors, Inc 69
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 69
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 69
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 69
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 69
Jpmorgan Chase & Co 69
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 69
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 69
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 69
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 69
Pimco Dynamic Income Fund 69
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 69
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 69
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 68
Citigroup Inc 68
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 68
Six Circles Trust - Six Circles Credit Opportunities Fund 68
RCTRX - Trust for Advised Portfolios - Regan Total Return Income Fund Investor Class 68
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 68
STFBX - Advisers Investment Trust - State Farm Balanced Fund 68
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 68
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 68
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 68
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 67
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 67
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 67
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 67
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 67
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 67
Deutsche Bank Ag\ 67
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 66
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 66
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 66
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 66
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 65
Credit Suisse Ag/ 65
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 65
Barclays Plc 65
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 65
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 64
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 64
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 64
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 64
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 64
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 64
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 64
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 64
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 64
BlackRock, Inc. 64
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 63
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 63
Tcw Strategic Income Fund Inc 63
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 63
LPL Financial LLC 63
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 63
Ladenburg Thalmann Financial Services Inc 62
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 62
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 62
DPFAX - Northern Lights Fund Trust - Deer Park Total Return Credit Fund Class A 62
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 62
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 62
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 62
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 61
TRANSAMERICA FUNDS - Transamerica Core Bond I2 61
Steward Partners Investment Advisory, Llc 61
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 61
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 61
Ubs Ag 61
Virtu Financial LLC 61
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 61
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 61
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 61
Creative Planning 61
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 60
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 60
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 60
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 60
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 60
Millennium Management Llc 60
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 60
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 59
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 59
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 59
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 59
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 59
SUPRX - Two Roads Shared Trust - Superfund Managed Futures Strategy Fund Class A 59
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 59
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 59
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 59
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 59
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 59
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 58
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 58
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 58
BRASX - Blackrock Allocation Target Shares - Bats Series S 58
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 58
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 58
Bank Of Montreal /can/ 58
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 57
Bank of New York Mellon Corp 57
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 57
American International Group, Inc. 57
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 57
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 57
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 57
Advisory Services Network, LLC 57
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 56
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 56
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 56
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 56
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 56
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 56
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 56
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 56
Vanguard Group Inc 56
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 56
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 56
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 56
JNL SERIES TRUST - JNL Bond Index Fund (I) 55
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 55
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 55
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 55
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 55
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 55
Pimco Flexible Credit Income Fund 55
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 55
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 55
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 55
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 55
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 55
HighTower Advisors, LLC 55
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 55
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 55
Us Bancorp \de\ 55
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 54
Bnp Paribas Arbitrage, Sa 54
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 54
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 54
RDMAX - Mutual Fund & Variable Insurance Trust - Rational/ReSolve Adaptive Asset Allocation Fund Class A 54
Hrt Financial Lp 54
Northwestern Mutual Wealth Management Co 54
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 54
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 54
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 54
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 54
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 53
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 53
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 53
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 53
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 53
PIMCO FUNDS - PIMCO ABS and Short-Term Investments Portfolio 53
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 53
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 53
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 53
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 53
Renaissance Technologies Llc 53
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 53
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 53
Parametric Portfolio Associates Llc 53
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 53
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 52
Parallax Volatility Advisers, L.P. 52
Northern Trust Corp 52
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 52
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 52
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 52
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 52
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 52
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 52
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 51
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 51
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 51
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 51
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 51
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 51
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 51
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 51
PIMCO FUNDS - PIMCO Sector Fund Series - I 51
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 50
Advisor Group, Inc. 50
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 50
Fifth Third Bancorp 50
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 50
Envestnet Asset Management Inc 50
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 50
Geode Capital Management, Llc 50
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 50
Cwm, Llc 50
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 49
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 49
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 49
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 49
Raymond James & Associates 49
BlackRock ETF Trust II - BlackRock Total Return ETF 49
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 49
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 49
Glenmede Trust Co Na 49
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 49
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 49
Invesco Ltd. 49
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 49
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 49
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 49
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 48
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 48
Simplex Trading, Llc 48
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 48
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 48
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 48
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 48
National Asset Management, Inc. 48
Stifel Financial Corp 48
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 48
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 48
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 48
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 48
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 48
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 48
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 48
SG Americas Securities, LLC 48
Nuveen Preferred & Income Opportunities Fund 47
Two Sigma Securities, Llc 47
Sei Investments Co 47
Manufacturers Life Insurance Company, The 47
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 47
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 47
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 47
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 47
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 47
Two Sigma Investments, Lp 47
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 47
Wolverine Trading, Llc 47
Bessemer Group Inc 47
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 47
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 47
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 47
Kcg Holdings, Inc. 47
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 47
State Street Corp 46
Thrivent Financial For Lutherans 46
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 46
Rockefeller Capital Management L.P. 46
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 46
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 46
Captrust Financial Advisors 46
WAVEX - NORTHERN LIGHTS FUND TRUST II - Longboard Managed Futures Strategy Fund Class A Shares 46
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 46
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 46
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 46
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 46
Marshall Wace, Llp 46
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 45
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 45
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 45
JDJRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Macro Fund Class R6 45
Ancora Advisors, LLC 45
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 45
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 45
Victory Capital Management Inc 45
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 45
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 45
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 45
Comerica Bank 45
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 45
Cambridge Investment Research Advisors, Inc. 45
Alliancebernstein Global High Income Fund Inc 45
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 45
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 45
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 45
Nomura Holdings Inc 45
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 45
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 44
Assetmark, Inc 44
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 44
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 44
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 44
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 44
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 44
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 44
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 44
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 44
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 44
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 44
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 44
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 44
D. E. Shaw & Co., Inc. 44
Cornerstone Planning Group LLC 43
Commonwealth Equity Services, Llc 43
ACSKX - American Century Investment Trust - Short Duration Fund C Class 43
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 43
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 43
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 43
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 43
Private Advisor Group, LLC 43
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 43
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 43
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 43
Raymond James Financial Services Advisors, Inc. 43
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 43
Allworth Financial LP 43
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 43
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 43
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 43
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 43
EQCHX - Investment Managers Series Trust II - AXS Chesapeake Strategy Fund Class I Shares 43
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 43
Rhumbline Advisers 43
IOFAX - MUTUAL FUND SERIES TRUST - AlphaCentric Income Opportunities Fund Class A 43
VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative 43
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 43
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 43
GWM Advisors LLC 43
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 42
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 42
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 42
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 42
Alliancebernstein L.p. 42
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 42
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 42
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 42
Walleye Trading LLC 42
Prudential Financial Inc 42
MetLife Securities, Inc 42
Prelude Capital Management, Llc 42
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 42
Old Mission Capital Llc 42
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 42
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 42
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 42
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 42
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 42
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 42
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A 42
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 41
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB 41
Russell Investments Group, Ltd. 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 41
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 41
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 41
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 41
First Trust Advisors Lp 41
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 41
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 41
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 41
Paloma Partners Management Co 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 41
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 41
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 41
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 41
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 41
Janney Montgomery Scott LLC 41
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 41
Walleye Capital LLC 41
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 41
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 41
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 41
Group One Trading, L.p. 41
Signaturefd, Llc 40
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 40
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 40
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 40
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 40
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 40
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 40
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 40
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 40
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 40
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 40
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 40
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 40
Guggenheim Capital Llc 40
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 40
Dimensional Fund Advisors Lp 40
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 40
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 40
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 40
D.a. Davidson & Co. 40
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 40
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 40
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 40
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 40
Two Sigma Advisers, Lp 40
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 40
Parallel Advisors, LLC 40
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 40
Truist Financial Corp 40
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 40
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 40
Ubs Asset Management Americas Inc 40
NEXT Financial Group, Inc 40
Charles Schwab Investment Management Inc 40
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 40
Geneos Wealth Management Inc. 40
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 39
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 39
EQ ADVISORS TRUST - EQ/PIMCO Global Real Return Portfolio Class K 39
Raymond James Financial Inc 39
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 39
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 39
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 39
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 39
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 39
Federation des caisses Desjardins du Quebec 39
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 39
Sofos Investments, Inc. 39
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 39
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 39
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 39
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 39
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 39
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 39
O'shaughnessy Asset Management, Llc 39
Cetera Investment Advisers 39
Aqr Capital Management Llc 39
Gsa Capital Partners Llp 39
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 39
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 39
American Portfolios Advisors 39
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 39
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 39
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 39
Acadian Asset Management Llc 39
New York State Common Retirement Fund 39
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 39
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 39
Verition Fund Management LLC 38
BlackRock ETF Trust II - BlackRock Flexible Income ETF 38
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 38
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 38
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 38
Harbour Investments, Inc. 38
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 38
Panagora Asset Management Inc 38
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 38
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 38
Wolverine Asset Management Llc 38
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 38
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 38
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 38
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 38
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 38
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 38
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 38
California Public Employees Retirement System 38
Quadrant Capital Group Llc 38
Sowell Financial Services LLC 38
Cetera Advisor Networks LLC 38
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 38
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 38
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 38
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 38
Squarepoint Ops LLC 38
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 38
SRS Capital Advisors, Inc. 38
Farther Finance Advisors, LLC 37
Balyasny Asset Management Llc 37
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 37
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 37
Cohen & Steers Reit & Preferred Income Fund Inc 37
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 37
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 37
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 37
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 37
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 37
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 37
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 37
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 37
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 37
First Horizon Advisors, Inc. 37
Lazard Asset Management Llc 37
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 37
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 37
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 37
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 37
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 37
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 37
California State Teachers Retirement System 37
Stratos Wealth Partners, LTD. 37
Legal & General Group Plc 37
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 37
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 37
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 37
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 37
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 37
Huntington National Bank 37
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 37
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 37
FXIRX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series R Series R 37
BlackRock Investment Management, LLC 37
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 37
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 37
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 37
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 37
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 37
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 37
CIBC Private Wealth Group, LLC 37
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 37
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 37
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 36
PIMCO FUNDS - PIMCO Low Duration Portfolio 36
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 36
Oxford Asset Management Llp 36
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 36
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 36
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 36
Global Retirement Partners, LLC 36
Tudor Investment Corp Et Al 36
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 36
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 36
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 36
Strs Ohio 36
Advisors Asset Management, Inc. 36
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 36
Spire Wealth Management 36
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 36
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 36
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 36
Cohen & Steers Select Preferred & Income Fund, Inc. 36
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 36
BlackRock Fund Advisors 36
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 36
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 36
Schonfeld Strategic Advisors LLC 36
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 36
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 35
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 35
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 35
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 35
Ground Swell Capital, LLC 35
Western Asset Investment Grade Defined Opportunity Trust Inc. 35
Hsbc Holdings Plc 35
Voya Investment Management Llc 35
Cutler Group LP 35
Principal Securities, Inc. 35
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 35
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 35
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 35
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 35
John Hancock Income Securities Trust 35
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 35
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 35
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 35
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 35
Western Asset Income Fund 35
First Trust Intermediate Duration Preferred & Income Fund 35
Voya Prime Rate Trust 35
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 35
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 35
Brookstone Capital Management 35
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 35
Blackrock Corporate High Yield Fund, Inc. 35
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 35
Parkside Financial Bank & Trust 35
Pimco Corporate & Income Opportunity Fund 35
Jefferies Group LLC 35
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 35
Mariner, LLC 35
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 35
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 35
REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class 35
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund 35
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 35
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 34
NOFIX - Northern Funds - Northern Fixed Income Fund 34
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 34
BlackRock Advisors LLC 34
Cubist Systematic Strategies, LLC 34
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 34
Los Angeles Capital Management Llc 34
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 34
National Bank Of Canada /fi/ 34
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 34
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 34
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 34
Boothbay Fund Management, Llc 34
Sterling Capital Management LLC 34
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 34
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 34
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 34
Blackrock Multi-sector Income Trust 34
American Century Companies Inc 34
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 34
International Assets Investment Management, Llc 34
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 34
WFG Advisors, LP 34
Qube Research & Technologies Ltd 34
Kestra Advisory Services, LLC 34
Wellington Management Group Llp 34
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 34
Mml Investors Services, Llc 34
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 34
Nbc Securities, Inc. 34
Teacher Retirement System Of Texas 34
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 34
NOCBX - Northern Funds - Northern Core Bond Fund 34
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 34
MAI Capital Management 34
Jones Financial Companies Lllp 34
Blackrock Core Bond Trust 34
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 34
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 34
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 34
FundVantage Trust - Verplanck Balanced Fund 34
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 34
Fisher Asset Management, LLC 33
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 33
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 33
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 33
College Retirement Equities Fund 33
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 33
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 33
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 33
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 33
Meeder Asset Management Inc 33
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 33
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 33
Clear Street Markets Llc 33
Manager Directed Portfolios - Pemberwick Fund Shares 33
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 33
Jane Street Holding, LLC 33
Arrowstreet Capital, Limited Partnership 33
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 33
Nuveen Asset Management, LLC 33
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 33
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 33
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 33
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 33
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 33
CIBC World Markets Inc. 33
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 33
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 33
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 33
Price T Rowe Associates Inc /md/ 33
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 33
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 33
Trexquant Investment LP 33
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 33
Flow Traders U.s. Llc 33
Belpointe Asset Management LLC 33
Federated Hermes, Inc. 33
Macquarie Group Ltd 33
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 33
Pacer Advisors, Inc. 33
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 32
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 32
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 32
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 32
Neuberger Berman Group LLC 32
Public Employees Retirement System Of Ohio 32
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 32
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 32
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 32
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 32
Franklin Resources Inc 32
Ronald Blue Trust, Inc. 32
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 32
Pimco Dynamic Credit & Mortgage Income Fund 32
FNY Investment Advisers, LLC 32
Russell Frank Co/ 32
Flagship Harbor Advisors, Llc 32
Great West Life Assurance Co /can/ 32
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 32
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 32
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 32
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Aggressive Portfolio 32
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 32
Landscape Capital Management, L.l.c. 32
Calamos Strategic Total Return Fund 32
Metropolitan Life Insurance Co/ny 32
Quantbot Technologies LP 32
BlackRock Institutional Trust Company, N.A. 32
Allianz Asset Management GmbH 32
Blair William & Co/il 32
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 32
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 32
Point72 Asset Management, L.P. 32
Private Capital Group, LLC 32
PDT Partners, LLC 32
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 32
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 32
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 32
Connor, Clark & Lunn Investment Management Ltd. 32
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 32
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 32
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 32
CoreCap Advisors, LLC 32
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 32
Blackrock Ltd Duration Income Trust 32
Umb Bank N A/mo 32
State Board Of Administration Of Florida Retirement System 32
Norges Bank 32
Engineers Gate Manager LP 32
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 31
Nationwide Fund Advisors 31
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 31
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 31
Highlander Capital Management, LLC 31
Atria Investments Llc 31
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 31
Nuveen Preferred & Income Securities Fund 31
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 31
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 31
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 31
Tiaa-cref Funds 31
Penserra Capital Management LLC 31
Gradient Investments LLC 31
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 31
EverSource Wealth Advisors, LLC 31
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 31
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 31
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 31
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 31
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 31
Larson Financial Group LLC 31
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 31
Nuveen Multi-Asset Income Fund 31
Eaton Vance Management 31
Sawtooth Solutions, LLC 31
Ameritas Investment Partners, Inc. 31
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 31
ORG Partners LLC 31
Wealthcare Advisory Partners LLC 31
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 31
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 31
Massmutual Trust Co Fsb/adv 31
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 31
OMBIX - JPMORGAN TRUST II - JPMorgan Mortgage-Backed Securities Fund Class I 31
Vanguard Capital Management Llc 30
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 30
Allspring Global Investments Holdings, LLC 30
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 30
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 30
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 30
Capstone Investment Advisors, Llc 30
Principal Financial Group Inc 30
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 30
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 30
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 30
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 30
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 30
Whittier Trust Co 30
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 30
Strategic Wealth Partners, Ltd. 30
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 30
First Manhattan Co 30
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 30
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 30
Carroll Financial Associates, Inc. 30
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 30
Mirae Asset Global Investments Co., Ltd. 30
Orion Portfolio Solutions, LLC 30
Brinker Capital Investments, LLC 30
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 30
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 30
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 30
Oppenheimer & Co Inc 30
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 30
ProShare Advisors LLC 30
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 30
Tiaa Cref Investment Management Llc 30
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 30
Teachers Advisors, Llc 30
Bridgeway Capital Management Inc 30
Brown Brothers Harriman & Co 30
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 30
Plante Moran Financial Advisors, LLC 30
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Conservative Portfolio 30
Nisa Investment Advisors, Llc 30
Flaherty & Crumrine Preferred Securities Income Fund Inc 30
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 30
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 30
Private Trust Co Na 30
PEAK6 Investments, L.P. 30
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 29
Alpine Global Management, LLC 29
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 29
Nuveen Preferred & Income Term Fund 29
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 29
Alberta Investment Management Corp 29
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 29
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 29
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 29
Zurcher Kantonalbank (Zurich Cantonalbank) 29
MUFG Americas Holdings Corp 29
Wealth Enhancement Advisory Services, Llc 29
Blackrock Credit Allocation Income Trust 29
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 29
MetLife Investment Management, LLC 29
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 29
Laurion Capital Management LP 29
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 29
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 29
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 29
Commonwealth Equity Services, Inc 29
VCSBX - VALIC Co II - Strategic Bond Fund 29
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 29
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 29
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 29
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 29
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 29
Weiss Asset Management LP 29
Gamco Investors, Inc. Et Al 29
BlackRock Group LTD 29
United Capital Financial Advisers, Llc 29
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 29
Axa S.a. 29
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 29
Money Concepts Capital Corp 29
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 29
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 29
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 29
Exchange Traded Concepts, Llc 29
Principal Funds Inc 29
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 29
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 29
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 29
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 29
TCI Wealth Advisors, Inc. 29
Managed Account Advisors Llc 29
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 29
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 29
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 29
CI Private Wealth, LLC 29
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 29
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 29
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 29
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 29
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 29
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 29
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 29
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 29
Cresset Asset Management, LLC 28
NOSGX - Northern Funds - Northern Small Cap Value Fund 28
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 28
Lindbrook Capital, Llc 28
Centiva Capital, LP 28
Versant Capital Management, Inc 28
Creative Financial Designs Inc /adv 28
Pinnacle Wealth Planning Services, Inc. 28
AdvisorNet Financial, Inc 28
Highbridge Capital Management Llc 28
Public Sector Pension Investment Board 28
Man Group plc 28
Mackenzie Financial Corp 28
Dynamic Technology Lab Private Ltd 28
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 28
OMERS ADMINISTRATION Corp 28
KBC Group NV 28
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 28
Toronto Dominion Bank 28
Schroder Investment Management Group 28
Hillsdale Investment Management Inc. 28
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 28
Jfs Wealth Advisors, Llc 28
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 28
Snowden Capital Advisors LLC 28
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 28
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 28
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 28
A.R.T. Advisors, LLC 28
Magnetar Financial LLC 28
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 28
Healthcare Of Ontario Pension Plan Trust Fund 28
Sigma Planning Corp 28
VCAAX - VALIC Co I - Asset Allocation Fund 28
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 28
Amalgamated Bank 28
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 28
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 28
CENTRAL TRUST Co 28
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 28
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 28
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 28
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 28
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 28
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 28
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 28
Baird Financial Group, Inc. 28
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 28
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 28
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 28
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 28
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 28
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 28
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 28
Cerity Partners LLC 28
AE Wealth Management LLC 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 28
IWV - iSHARES TRUST - iShares Russell 3000 ETF 28
Crossmark Global Holdings, Inc. 28
Valeo Financial Advisors, LLC 28
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 28
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 28
CPSIX - Unified Series Trust - Fci Bond Fund 28
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 28
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 28
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 28
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 28
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 28
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 28
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 28
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 28
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 28
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 28
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 28
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 28
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 28
ExodusPoint Capital Management, LP 28
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 27
Dupont Capital Management Corp 27
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 27
Core Bond Portfolio - Core Bond Portfolio 27
Pimco Income Opportunity Fund 27
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 27
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 27
Regions Financial Corp 27
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 27
Putnam Investments Llc 27
RMB Capital Management, LLC 27
Wedbush Securities Inc 27
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 27
SBI Securities Co., Ltd. 27
First Command Advisory Services, Inc. 27
HAP Trading, LLC 27
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 27
Berman Capital Advisors, LLC 27
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 27
Ameritas Advisory Services, LLC 27
DRW Securities, LLC 27
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 27
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 27
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 27
Mercer Global Advisors Inc /adv 27
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 27
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 27
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 27
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 27
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 27
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 27
Quadrature Capital Ltd 27
XTX Topco Ltd 27
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 27
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 27
Toroso Investments, LLC 27
Vanguard Index Funds 27
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 27
Hbk Investments L P 27
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 27
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 27
Howe & Rusling Inc 27
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 27
Capital Fund Management S.a. 27
M&t Bank Corp 27
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 27
FDx Advisors, Inc. 27
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 27
Smartleaf Asset Management LLC 27
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 27
IMC-Chicago, LLC 27
Credit Agricole S A 27
SRDBX - STONE RIDGE TRUST - Stone Ridge Diversified Alternatives Fund Class M 27
Resources Investment Advisors, LLC. 27
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 27
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 27
Eqis Capital Management, Inc. 27
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 27
Tocqueville Asset Management L.p. 27
VDAFX - VALIC Co I - Dynamic Allocation Fund 27
Public Employees Retirement Association Of Colorado 27
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 27
New York State Teachers Retirement System 27
Cary Street Partner Investment Advisory Llc 27
Mfs Multimarket Income Trust 27
Flaherty & Crumrine Preferred Income Fund Inc 27
Marshall Wace North America L.P. 27
Regal Investment Advisors LLC 27
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 27
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 27
Proficio Capital Partners LLC 27
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 27
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 27
Brown Advisory Inc 27
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 27
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 27
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 27
Flaherty & Crumrine Total Return Fund Inc 27
Park Avenue Securities Llc 27
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 27
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional 27
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 27
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 27
TD Waterhouse Canada Inc. 26
GAM Holding AG 26
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 26
Quent Capital, LLC 26
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 26
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 26
Cohen & Steers Infrastructure Fund Inc 26
Aigen Investment Management, Lp 26
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 26
PEAK6 Investments LLC 26
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 26
Loomis Sayles & Co L P 26
Ellington Management Group Llc 26
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 26
Prospera Financial Services Inc 26
Coldstream Capital Management Inc 26
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 26
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 26
Hancock Whitney Corp 26
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 26
VCBDX - VALIC Co I - Core Bond Fund 26
Golden State Wealth Management, LLC 26
PIMCO FUNDS - PIMCO International Portfolio 26
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 26
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 26
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 26
Jacobs Levy Equity Management, Inc 26
Profund Advisors Llc 26
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 26
Ellevest, Inc. 26
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 26
Susquehanna Fundamental Investments, Llc 26
Rehmann Capital Advisory Group 26
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 26
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 26
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 26
Hartland & Co., LLC 26
John Hancock Hedged Equity & Income Fund 26
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 26
Summit Trail Advisors, Llc 26
Bogart Wealth, LLC 26
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 26
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 26
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 26
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 26
Zacks Investment Management 26
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 26
Smithfield Trust Co 26
Brandywine Global Investment Management, LLC 26
JNBA Financial Advisors 26
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 26
Financial Advocates Investment Management 26
Campbell & CO Investment Adviser LLC 26
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 26
Financial Architects, Inc 26
Jump Financial, LLC 26
Arkadios Wealth Advisors 26
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 26
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 26
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 26
State Of Wisconsin Investment Board 26
Patriot Financial Group Insurance Agency, LLC 26
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 26
Winton Capital Group Ltd 26
Aperio Group, LLC 26
Trust Co Of Vermont 26
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 26
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 26
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 26
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 26
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 26
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 26
RidgeWorth Capital Management LLC 26
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 26
Shell Asset Management Co 26
Calamos Long/Short Equity & Dynamic Income Trust 26
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 26
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 26
Martingale Asset Management L P 26
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 26
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 26
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 26
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 26
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 26
CFICX - CALVERT FUND - Calvert Income Fund Class A 26
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 25
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 25
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 25
Swiss National Bank 25
Bayesian Capital Management, LP 25
Gemmer Asset Management LLC 25
Sanctuary Advisors, LLC 25
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 25
Cetera Advisors LLC 25
WealthPLAN Partners, LLC 25
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 25
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 25
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 25
Yousif Capital Management, Llc 25
Benjamin F. Edwards & Company, Inc. 25
Johnson Financial Group, Inc. 25
Natixis Advisors, L.p. 25
First Republic Investment Management, Inc. 25
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 25
Gabelli Funds Llc 25
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 25
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 25
Cullen/frost Bankers, Inc. 25
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 25
Fox Run Management, L.l.c. 25
APG Asset Management N.V. 25
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 25
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 25
Vermillion Wealth Management, Inc. 25
Quarry LP 25
Canada Pension Plan Investment Board 25
Emerald Acquisition Ltd. 25
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 25
BlueCrest Capital Management Ltd 25
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 25
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 25
Commerzbank Aktiengesellschaft /fi 25
Point72 Hong Kong Ltd 25
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 25
C M Bidwell & Associates Ltd 25
Td Asset Management Inc 25
Calamos Advisors LLC 25
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 25
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 25
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 25
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 25
Chicago Partners Investment Group LLC 25
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 25
Catalyst Capital Advisors LLC 25
PineBridge Investments, L.P. 25
BNP Paribas Asset Management Holding S.A. 25
PFFD - Global X Funds - Global X U.S. Preferred ETF 25
Stevens Capital Management Lp 25
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 25
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 25
Mfs Charter Income Trust 25
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 25
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 25
Janus Henderson Group Plc 25
Css Llc/il 25
Root Financial Partners, LLC 25
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 25
Csenge Advisory Group 25
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 25
Skopos Labs, Inc. 25
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 25
GAMMA Investing LLC 25
Asset Management One Co., Ltd. 25
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 25
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 25
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 25
Yorktown Management & Research Co Inc 25
Capstone Asset Management Co 25
Colony Group, LLC 25
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 25
Td Private Client Wealth Llc 25
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 25
Y-Intercept (Hong Kong) Ltd 25
Voloridge Investment Management, Llc 25
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 25
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 25
Avantax Advisory Services, Inc. 25
Transamerica Financial Advisors, Inc. 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 25
Weiss Multi-Strategy Advisers LLC 24
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 24
AMP Capital Investors Ltd 24
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 24
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 24
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 24
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 24
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 24
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 24
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 24
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 24
Suntrust Banks Inc 24
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 24
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 24
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 24
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 24
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 24
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 24
Twin Peaks Wealth Advisors, LLC 24
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 24
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 24
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 24
LS Investment Advisors, LLC 24
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 24
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 24
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 24
Peak6 Llc 24
Compagnie Lombard Odier SCmA 24
Bank Of Nova Scotia 24
North Star Investment Management Corp. 24
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 24
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 24
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 24
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 24
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 24
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 24
Mount Yale Investment Advisors, LLC 24
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 24
Virginia Retirement Systems Et Al 24
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 24
State Farm Mutual Fund Trust 24
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 24
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 24
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 24
We Are One Seven, LLC 24
Arizona State Retirement System 24
State Farm Variable Product Trust 24
Pimco Income Strategy Fund Ii 24
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 24
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 24
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 24
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 24
Philadelphia Financial Management of San Francisco, LLC 24
LMR Partners LLP 24
Tfs Capital Investment Trust 24
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 24
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 24
APSTX - Cavanal Hill Funds - Limited Duration Fund Investor 24
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 24
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 24
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 24
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 24
State of Tennessee, Treasury Department 24
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 24
Tompkins Financial Corp 24
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 24
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 24
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 24
Quantamental Technologies LLC 24
1832 Asset Management L.P. 24
Pimco Strategic Income Fund, Inc 24
Seacrest Wealth Management, Llc 24
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 24
Natixis 24
Convergence Investment Partners, LLC 24
Sunbelt Securities, Inc. 24
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 24
Vanguard World Fund 24
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 24
IHT Wealth Management, LLC 24
Alyeska Investment Group, L.P. 24
Vantagepoint Funds 24
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 24
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 24
First Allied Advisory Services, Inc. 24
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 24
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 24
FineMark National Bank & Trust 24
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 24
Sound Income Strategies, LLC 24
Synovus Financial Corp 24
Atria Wealth Solutions, Inc. 24
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 24
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 23
Hollencrest Capital Management 23
Rothschild Investment Llc 23
Eaton Vance Tax Advantaged Dividend Income Fund 23
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 23
Freestone Capital Holdings, LLC 23
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 23
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 23
Financial Gravity Companies, Inc. 23
Sanctuary Wealth Advisors, LLC 23
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 23
Salem Investment Counselors Inc 23
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 23
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 23
Lord, Abbett & Co. Llc 23
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 23
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 23
Lee Financial Co 23
Globeflex Capital L P 23
Hudson Bay Capital Management LP 23
Tfs Capital Llc 23
Quantinno Capital Management LP 23
Pathstone Holdings, LLC 23
Sequoia Financial Advisors, LLC 23
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 23
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 23
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 23
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 23
Evergreen Capital Management Llc 23
Bokf, Na 23
Airain ltd 23
Nuveen, LLC 23
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 23
Enterprise Financial Services Corp 23
Aquatic Capital Management LLC 23
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 23
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 23
Oppenheimer Asset Management Inc. 23
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 23
Van Eck Associates Corp 23
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 23
SageView Advisory Group, LLC 23
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 23
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 23
Sandy Spring Bank 23
Caxton Associates Lp 23
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 23
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 23
Bb&t Securities, Llc 23
Wiley Bros.-aintree Capital, Llc 23
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 23
Activest Wealth Management 23
Teachers Retirement System Of The State Of Kentucky 23
Vestmark Advisory Solutions, Inc. 23
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 23
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 23
Keybank National Association/oh 23
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 23
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 23
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 23
QS Investors, LLC 23
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 23
Vident Investment Advisory, LLC 23
Venturi Wealth Management, LLC 23
FIL Ltd 23
Harbor Investment Advisory, Llc 23
Glassman Wealth Services 23
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 23
SJS Investment Consulting Inc. 23
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 23
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 23
Covestor Ltd 23
Numeric Investors Llc 23
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 23
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 23
Advisors Preferred, LLC 23
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 23
Spot Trading L.L.C 23
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 23
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 23
PENN SERIES FUNDS INC - International Equity Fund 23
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 23
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 23
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 23
Wealthspire Advisors, LLC 23
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 23
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 23
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 23
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 23
Daiwa Securities Group Inc. 23
Robeco Institutional Asset Management B.V. 23
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 23
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 23
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 23
First Hawaiian Bank 23
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 23
Arlington Trust Co LLC 23
State of Wyoming 23
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 22
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 22
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 22
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 22
Alps Advisors Inc 22
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 22
Pimco Income Strategy Fund 22
Pcm Fund, Inc. 22
Hm Payson & Co 22
CIBC Asset Management Inc 22
Dark Forest Capital Management Lp 22
Eagle Bay Advisors LLC 22
TRANSAMERICA FUNDS - Transamerica Total Return I2 22
Brevan Howard Capital Management LP 22
Nomura Asset Management Co Ltd 22
Bartlett & Co. Wealth Management Llc 22
Westpac Banking Corp 22
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 22
Oakworth Capital, Inc. 22
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 22
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 22
Knight Capital Group, Inc. 22
Nuveen Tax-advantaged Dividend Growth Fund 22
Manchester Capital Management LLC 22
Wealthspire Advisors, L.P. 22
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 22
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 22
Acrospire Investment Management LLC 22
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 22
Intellectus Partners, LLC 22
True Wealth Design, LLC 22
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 22
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 22
Municipal Employees' Retirement System of Michigan 22
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 22
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 22
Diversified Trust Co 22
Interval Partners, LP 22
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 22
Kcm Investment Advisors Llc 22
Vestcor Inc 22
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 22
Caitong International Asset Management Co., Ltd 22
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 22
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco V.I. Balanced-Risk Allocation Fund Series I 22
Essential Partners LLC 22
Envestnet Portfolio Solutions, Inc. 22
Vanguard Fiduciary Trust Co 22
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 22
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 22
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 22
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 22
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 22
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 22
New England Securities Corp /MA/ 22
Bell Investment Advisors, Inc 22
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 22
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 22
Piedmont Investment Advisors Llc 22
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 22
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 22
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 22
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 22
Tradition Wealth Management, LLC 22
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 22
Symphony Asset Management Llc 22
Gotham Asset Management, LLC 22
TCW ETF Trust - TCW Flexible Income ETF 22
Hantz Financial Services, Inc. 22
Boston Partners 22
Ieq Capital, Llc 22
AHIVX - American Century Investment Trust - High Income Fund Investor Class 22
Royce & Associates Lp 22
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 22
Farmers & Merchants Investments Inc 22
Asset Dedication, LLC 22
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 22
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 22
Deere & Co 22
Rational Advisors Llc 22
JustInvest LLC 22
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 22
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 22
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 22
Townsquare Capital Llc 22
BlackRock ESG Capital Allocation Trust 22
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 22
Thompson Davis & Co., Inc. 22
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 22
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 22
Pictet Asset Management Holding SA 22
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 22
Ubs Oconnor Llc 22
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 22
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 22
ABRZX - Aim Investment Funds (invesco Investment Funds) - Invesco Balanced-risk Allocation Fund Class A 22
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 22
Massachusetts Financial Services Co /ma/ 22
GeoWealth Management, LLC 22
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 22
Ergoteles LLC 22
Picton Mahoney Asset Management 22
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 22
UMA Financial Services, Inc. 22
Aviva Plc 22
Prudential Plc 22
Itau Unibanco Holding S.A. 22
State of New Jersey Common Pension Fund D 22
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 22
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 22
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 22
Jaffetilchin Investment Partners, LLC 21
Brinker Capital Inc 21
U.S. Capital Wealth Advisors, LLC 21
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 21
Gts Securities Llc 21
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 21
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 21
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 21
Wipfli Financial Advisors Llc, 21
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 21
Vanguard Portfolio Management Llc 21
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 21
Tucker Asset Management Llc 21
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 21
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 21
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 21
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class 21
Tortoise Investment Management, LLC 21
Caisse De Depot Et Placement Du Quebec 21
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 21
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 21
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 21
GV Financial Advisors 21
Police & Firemen's Retirement System of New Jersey 21
National Planning Corp 21
Pimco Corporate & Income Strategy Fund 21
Citizens Financial Group Inc/ri 21
Bridgewater Associates, LP 21
Evoke Wealth, Llc 21
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 21
New York Life Investment Management Llc 21
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 21
Keating Financial Advisory Services, Inc. 21
Virtus Global Dividend & Income Fund Inc. 21
BRYN MAWR TRUST Co 21
SAC Capital Advisors LP 21
Cornerstone Capital Management Holdings Llc. 21
BlackRock Japan Co. Ltd 21
Societe Generale 21
Clearbridge Investments, LLC 21
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 21
Mutual Of America Capital Management Llc 21
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 21
Colony Group Llc 21
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 21
Amundi 21
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 21
Elite Wealth Management, Inc. 21
Pnc Funds 21
Fieldpoint Private Securities, LLC 21
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 21
Eaton Vance Ltd Duration Income Fund 21
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 21
Alternative Strategies Fund 21
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 21
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 21
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 21
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 21
Mycio Wealth Partners, Llc 21
Stephens Inc /ar/ 21
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 21
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 21
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 21
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 21
Rossby Financial, LCC 21
Ci Investments Inc. 21
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 21
Mather Group, Llc. 21
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 21
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 21
Highline Wealth Partners Llc 21
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 21
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 21
CX Institutional 21
Verus Capital Partners, Llc 21
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 21
Princeton Alpha Management LP 21
Whittier Trust Co Of Nevada Inc 21
Oregon Public Employees Retirement Fund 21
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 21
Valley National Advisers Inc 21
Moors & Cabot, Inc. 21
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 21
Ensign Peak Advisors, Inc 21
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 21
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 21
Mitsubishi UFJ Trust & Banking Corp 21
Nine Chapters Capital Management LLC 21
Retirement Systems of Alabama 21
Annis Gardner Whiting Capital Advisors, LLC 21
FORA Capital, LLC 21
Investors Research Corp 21
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 21
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 21
Horizon Investments, LLC 21
Skandinaviska Enskilda Banken AB (publ) 21
GIMFX - GMO TRUST - GMO Implementation Fund 21
Toth Financial Advisory Corp 21
State of Alaska, Department of Revenue 21
Integrated Wealth Concepts LLC 21
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 21
Assured Investment Management LLC 21
United Services Automobile Association 21
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 21
Vise Technologies, Inc. 21
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 21
Mfs Intermediate Income Trust 21
Algert Global Llc 21
GHP Investment Advisors, Inc. 21
Grantham, Mayo, Van Otterloo & Co. LLC 21
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 21
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 21
Twin Tree Management, LP 21
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 21
Financial Management Professionals, Inc. 21
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 21
Blueshift Asset Management, LLC 21
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 21
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 21
FNY Managed Accounts LLC 21
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 21
ClariVest Asset Management LLC 21
Capital Advisors, Ltd. LLC 20
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 20
Hilltop Holdings Inc. 20
Pinnacle Associates Ltd 20
Integrated Wealth Management 20
Ontario Teachers Pension Plan Board 20
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 20
BLACKROCK FUNDS - BlackRock Total Factor Fund Institutional Shares 20
PIMCO Dynamic Income Opportunities Fund 20
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 20
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 20
Ing Groep Nv 20
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 20
Pathstone Family Office, Llc 20
Graham Capital Management, L.P. 20
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 20
Spark Investment Management LLC 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 20
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 20
CAPROCK Group, Inc. 20
Checchi Capital Advisers, LLC 20
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 20
AHL Partners LLP 20
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 20
Louisiana State Employees Retirement System 20
Oppenheimer Funds Inc 20
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 20
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 20
Ajo, Lp 20
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 20
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 20
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 20
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 20
Cibc World Markets Corp 20
Erste Asset Management GmbH 20
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 20
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 20
Handelsbanken Fonder AB 20
Securian Asset Management, Inc 20
BSBAX - Northern Funds - Northern Short Bond Fund 20
Harel Insurance Investments & Financial Services Ltd. 20
Karp Capital Management Corp 20
Occudo Quantitative Strategies Lp 20
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 20
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 20
Seven Eight Capital, Lp 20
Timber Hill LLC 20
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 20
Warren Averett Asset Management, LLC 20
Atom Investors LP 20
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 20
Perigon Wealth Management, LLC 20
Quantitative Systematic Strategies LLC 20
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 20
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 20
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 20
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 20
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 20
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 20
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 20
Montag A & Associates Inc 20
Zions Bancorporation, N.A. 20
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 20
Twinbeech Capital Lp 20
SECOR Capital Advisors, LP 20
Axq Capital, Lp 20
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 20
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 20
Carolinas Wealth Consulting Llc 20
Sumitomo Mitsui Trust Holdings, Inc. 20
Quantitative Investment Management, LLC 20
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 20
Bartlett & Co. LLC 20
Boston Private Wealth Llc 20
Moore Capital Management, Lp 20
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 20
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 20
Assenagon Asset Management S.A. 20
Grove Bank & Trust 20
Capital Performance Advisors Llp 20
Cohen & Steers Real Estate Opportunities & Income Fund 20
Avantax Planning Partners, Inc. 20
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 20
Centaurus Financial, Inc. 20
Eaton Vance Tax Advantaged Global Dividend Income Fund 20
APBAX - Cavanal Hill Funds - Active Core Fund Investor 20
Optiver Holding B.V. 20
Baker Avenue Asset Management, LP 20
Rydex Etf Trust 20
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 20
Nuveen Preferred & Income 2022 Term Fund 20
Quinn Opportunity Partners LLC 20
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 20
Ameritas Investment Corp 20
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 20
BlackRock Credit Strategies Fund 20
Swiss Life Asset Management Ltd 20
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 20
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 20
Nordea Investment Management Ab 20
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 20
Danske Bank A/s 20
VTL Associates, LLC 20
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 20
Commerce Bank 20
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 20
Kingsview Wealth Management, LLC 20
Jupiter Asset Management Ltd 20
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 20
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 20
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares 20
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 20
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 20
Bogle Investment Management L P /de/ 20
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 20
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 20
Wells Fargo Multi-sector Income Fund 20
Reilly Financial Advisors, Llc 20
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 20
Jefferies Financial Group Inc. 20
Mason Street Advisors, Llc 20
Koshinski Asset Management, Inc. 20
Headlands Technologies LLC 20
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 20
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 20
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 19
Dynamic Technology Lab Pte Ltd 19
Invesco Actively Managed Exchange-Traded Commodity Fund Trust - Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF 19
SHP Wealth Management 19
Greenwich Wealth Management LLC 19
Elkfork Partners LLC 19
Estabrook Capital Management 19
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 19
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 19
Empowered Funds, LLC 19
Oxbow Advisors, LLC 19
Wbi Investments, Inc. 19
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 19
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 19
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 19
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 19
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 19
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 19
CVA Family Office, LLC 19
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 19
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 19
Riverhead Capital Management Llc 19
Fuller & Thaler Asset Management, Inc. 19
VANGUARD ASSET MANAGEMENT, Ltd 19
Cornerstone Advisors, Inc. 19
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 19
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 19
Parkwood LLC 19
Capula Management Ltd 19
MCF Advisors LLC 19
James Investment Research Inc 19
World Asset Management Inc 19
Focused Wealth Management, Inc 19
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 19
Nuveen Variable Rate Preferred & Income Fund 19
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 19
Kilter Group LLC 19
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 19
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 19
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 19
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 19
Hexagon Capital Partners LLC 19
Pensionmark Financial Group, Llc 19
Caption Management, LLC 19
Sciencast Management LP 19
Edgestream Partners, L.P. 19
DAAVX - Dunham Funds - Dunham Dynamic Macro Fund Class A 19
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 19
Elyxium Wealth, LLC 19
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 19
Klp Kapitalforvaltning As 19
Lombard Odier Asset Management (Switzerland) SA 19
Ausdal Financial Partners, Inc. 19
VCCBX - VALIC Co II - Core Bond Fund 19
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 19
Independent Advisor Alliance 19
AGUAX - AMERICAN BEACON FUNDS - American Beacon Frontier Markets Income Fund A Class 19
NumerixS Investment Technologies Inc 19
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 19
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 19
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 19
Western Asset Premier Bond Fund 19
McIlrath & Eck, LLC 19
Merit Financial Group, LLC 19
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 19
StoneX Group Inc. 19
Salomon & Ludwin, LLC 19
DAVENPORT & Co LLC 19
Eastern Bank 19
Ashton Thomas Private Wealth, LLC 19
Driehaus Capital Management Llc 19
PIMCO FUNDS - PIMCO Short-Term Portfolio 19
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 19
Lsv Asset Management 19
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 19
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 19
Analytic Investors, LLC 19
Formidable Asset Management, LLC 19
John Hancock Preferred Income Fund 19
First Mercantile Trust Co 19
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 19
Dunhill Financial, LLC 19
Zions Bancorporation, National Association /ut/ 19
Denali Advisors Llc 19
Savant Capital, LLC 19
San Francisco Sentry Investment Group (ca) 19
Vanguard Global Advisers, LLC 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 19
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 19
Jain Global LLC 19
Mackay Shields Llc 19
Vanguard Investments Australia, Ltd. 19
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 19
Edge Wealth Management LLC 19
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 19
Atlas Capital Advisors Llc 19
John Hancock Preferred Income Fund Iii 19
Xponance, Inc. 19
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 19
John Hancock Preferred Income Fund Ii 19
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 19
Holocene Advisors, LP 19
Glen Eagle Advisors, LLC 19
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 19
Stonebridge Capital Advisors LLC 19
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 19
Avion Wealth 19
CenterStar Fund, LLC 19
Navellier & Associates Inc 19
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 19
Versor Investments LP 19
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 19
Kovack Advisors, Inc. 19
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 19
NewSquare Capital LLC 19
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 19
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 19
Stephens Consulting, LLC 19
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 19
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 19
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 19
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 19
Western Asset Global Corporate Defined Opportunity Fund Inc. 19
DekaBank Deutsche Girozentrale 19
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 19
Oppenheimer Etf Trust 19
Maverick Capital Ltd 19
Intech Investment Management Llc 19
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 19
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 19
Caas Capital Management Lp 18
FNY Partners Fund LP 18
Texas Permanent School Fund 18
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 18
Diversify Advisory Services, LLC 18
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 18
Fortitude Family Office, LLC 18
Point72 Asia (Singapore) Pte. Ltd. 18
Golden State Equity Partners 18
Anchor Investment Management, LLC 18
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 18
Treasurer of the State of North Carolina 18
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 18
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 18
Motco 18
Evolve Private Wealth, Llc 18
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 18
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 18
Mv Capital Management, Inc. 18
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 18
Guardian Wealth Advisors, LLC 18
Pitcairn Co 18
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 18
FinTrust Capital Advisors, LLC 18
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 18
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 18
Arete Wealth Advisors, LLC 18
American Capital Advisory, LLC 18
GPS Wealth Strategies Group, LLC 18
NorthCrest Asset Manangement, LLC 18
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 18
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 18
Sheaff Brock Investment Advisors, LLC 18
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 18
Cape Investment Advisory, Inc. 18
Altshuler Shaham Ltd 18
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 18
Lenox Wealth Advisors, LLC 18
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 18
Alphacrest Capital Management Llc 18
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 18
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 18
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 18
Lighthouse Investment Partners, LLC 18
First Horizon Corp 18
Barings Llc 18
Impact Partnership Wealth, LLC 18
Qrg Capital Management, Inc. 18
Capital World Investors 18
Dorsey Wright & Associates 18
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 18
Hanseatic Management Services Inc 18
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 18
Highland Capital Management, Llc 18
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 18
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 18
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 18
Twin Capital Management Inc 18
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 18
Simon Quick Advisors, Llc 18
Tsfg, Llc 18
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 18
Nwam Llc 18
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 18
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 18
Archer Investment Corp 18
Wedge Capital Management L L P/nc 18
Beacon Pointe Advisors, LLC 18
True Link Financial Advisors, LLC 18
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF 18
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 18
EP Wealth Advisors, Inc. 18
Global Financial Private Client, LLC 18
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 18
Crestline Management, LP 18
HighPoint Advisor Group LLC 18
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 18
Earnest Partners Llc 18
Standard Life Aberdeen plc 18
Kovitz Investment Group Partners, LLC 18
Prestige Wealth Management Group LLC 18
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 18
Ethic Inc. 18
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 18
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 18
RBF Capital, LLC 18
Janney Capital Management LLC 18
Tredje AP-fonden 18
Quest Partners LLC 18
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 18
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 18
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 18
Great Lakes Advisors, Llc 18
Innovative Asset Advisors Group, LLC 18
Western Wealth Management, LLC 18
Old National Bancorp /in/ 18
Castleview Partners, Llc 18
Securian Funds Trust - SFT Core Bond Fund Class 1 18
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 18
Bridgefront Capital, LLC 18
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 18
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 18
Placemark Investments, Inc. 18
Rafferty Asset Management, LLC 18
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 18
GABELLI & Co INVESTMENT ADVISERS, INC. 18
Kestra Private Wealth Services, Llc 18
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 18
J.w. Cole Advisors, Inc. 18
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 18
Corebridge Financial, Inc. 18
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 18
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 18
First Citizens Bank & Trust Co 18
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 18
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 18
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 18
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 18
Addison Advisors LLC 18
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 18
Chicago Equity Partners Llc 18
Crewe Advisors LLC 18
Pacitti Group Inc. 18
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 18
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 18
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 18
Menta Capital Llc 18
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 18
Caxton Associates Llp 18
Westport Resources Management Inc 18
Amalgamated Financial Corp. 18
Tcw Group Inc 18
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 18
Lido Advisors, LLC 18
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 18
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 18
Concurrent Investment Advisors, LLC 18
Profunds - Profund Vp Oil & Gas 18
Liberty Wealth Management Llc 18
Thompson Siegel & Walmsley Llc 18
Bare Financial Services, Inc 18
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 18
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 18
Invictus RG 18
Pictet Asset Management Sa 18
Nuveen Tax Advantaged Total Return Strategy Fund 18
Vident Advisory, LLC 18
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17
Capital Analysts, Inc. 17
Columbia Funds Variable Series Trust II - CTIVP - BlackRock Global Inflation-Protected Securities Fund Class 3 17
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 17
Mason Street Advisors, Llc 17
CMBS - iSHARES TRUST - iShares CMBS ETF 17
Commonwealth Bank Of Australia 17
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 17
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 17
Blackrock Allocation Target Shares - Bats Series A 17
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 17
Washington Trust Bank 17
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 17
RSBT - Tidal Trust II - Return Stacked(TM) Bonds & Managed Futures ETF 17
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 17
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 17
Catalyst Funds Management Pty Ltd 17
Aster Capital Management (DIFC) Ltd 17
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 17
Atomi Financial Group, Inc. 17
FAINX - MSS Series Trust - Fallen Angels Income Fund 17
Harvest Fund Management Co., Ltd 17
Atlantic Trust, LLC 17
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 17
Hartford Investment Management Co 17
Albion Financial Group /ut 17
General Motors Investment Management Corp 17
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 17
Arden Investment Series Trust 17
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 17
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 17
Sargent Bickham Lagudis LLC 17
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 17
Duality Advisers, Lp 17
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 17
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 17
Essex Financial Services, Inc. 17
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 17
Ballentine Partners, LLC 17
Vantage Consulting Group Inc 17
Veriti Management LLC 17
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 17
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 17
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 17
Joel Isaacson & Co., LLC 17
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 17
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 17
Marquette Asset Management, LLC 17
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 17
Winslow, Evans & Crocker, Inc. 17
Front Row Advisors LLC 17
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 17
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 17
Paces Ferry Wealth Advisors, Llc 17
Sei Trust Co 17
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 17
Wealthcare Capital Management Llc 17
Irish Life Investment Managers Ltd. 17
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 17
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 17
Western Asset Global High Income Fund Inc. 17
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 17
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 17
Cnh Partners Llc 17
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 17
Raymond James Trust N.a. 17
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 17
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 17
PACIFIC SELECT FUND - Core Income Portfolio Class I 17
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 17
Barrow Hanley Mewhinney & Strauss Llc 17
Clinton Group Inc 17
Rsm Us Wealth Management Llc 17
Guggenheim Strategic Opportunities Fund 17
New America High Income Fund Inc 17
AlphaMark Advisors, LLC 17
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 17
State Of Michigan Retirement System 17
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 17
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 17
Marex Group plc 17
Mirabella Financial Services Llp 17
JPL Wealth Management, LLC 17
First Quadrant L P/ca 17
Bay Harbor Wealth Management, LLC 17
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 17
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 17
Trustcore Financial Services, Llc 17
Voleon Capital Management Lp 17
DnB Asset Management AS 17
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 17
Illinois Municipal Retirement Fund 17
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 17
Cassady Schiller Wealth Management, LLC 17
GW&K Investment Management, LLC 17
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 17
Sageworth Trust Co 17
Petrus Trust Company, LTA 17
First American Bank 17
Scotia Capital Inc. 17
Signet Financial Management, Llc 17
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 17
IndexIQ Advisors LLC 17
SevenBridge Financial Group, LLC 17
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 17
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 17
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 17
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 17
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 17
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 17
Northwestern Mutual Investment Management Company, Llc 17
Gulf International Bank (UK) Ltd 17
Employees Retirement System of Texas 17
Element Capital Management Llc 17
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 17
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 17
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 17
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 17
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 17
Scientech Research LLC 17
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 17
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 17
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 17
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 17
FJ Capital Management LLC 17
Abound Wealth Management 17
Kore Private Wealth LLC 17
Cornerstone Wealth Management, LLC 17
Edmond De Rothschild Holding S.a. 17
CWM Advisors, LLC 17
Capital Asset Advisory Services LLC 17
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 17
SOUTH STATE Corp 17
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 17
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 17
Diversify Wealth Management, Llc 17
EntryPoint Capital, LLC 17
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio II 17
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 17
Macroview Investment Management Llc 17
LGT Financial Advisors LLC 17
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 17
Candriam Luxembourg S.C.A. 17
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 17
Financial Counselors Inc 17
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 17
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 17
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 17
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 17
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 17
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 17
Yakira Capital Management, Inc. 17
DiNuzzo Private Wealth, Inc. 17
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 17
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 17
Polar Asset Management Partners Inc. 17
Teza Capital Management LLC 17
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 16
Lloyd Advisory Services, LLC. 16
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 16
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 16
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 16
Advantage Investment Management, Llc 16
Sumitomo Mitsui DS Asset Management Company, Ltd 16
Weiss Strategic Interval Fund 16
Sutton Wealth Advisors Inc. 16
Conning Inc. 16
Mutual Advisors, LLC 16
CenterStar Asset Management, LLC 16
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 16
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 16
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 16
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 16
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 16
Disciplined Investments, LLC 16
Bedel Financial Consulting, Inc. 16
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 16
USA Financial Portformulas Corp 16
Contravisory Investment Management, Inc. 16
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 16
Burney Co/ 16
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 16
DAACX - Adviser Managed Trust - Diversified Equity Fund 16
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 16
Hemington Wealth Management 16
BerganKDV Wealth Management, LLC 16
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 16
K2 Principal Fund, L.p. 16
Gyon Technologies Capital Management, LP 16
Maryland State Retirement & Pension System 16
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 16
Wunderlich Securities, Inc. 16
SG3 Management, LLC 16
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 16
Independent Portfolio Consultants, Inc. 16
Greenleaf Trust 16
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 16
Aptus Capital Advisors, LLC 16
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 16
Franklin Templeton ETF Trust - Western Asset Bond ETF 16
IWB - iSHARES TRUST - iShares Russell 1000 ETF 16
SpiderRock Advisors, LLC 16
Vontobel Holding Ltd. 16
Universal- Beteiligungs- und Servicegesellschaft mbH 16
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 16
Interchange Capital Partners, LLC 16
VCCCX - VALIC Co I - Capital Conservation Fund 16
UniSuper Management Pty Ltd 16
Chevy Chase Trust Holdings, Inc. 16
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 16
Wetherby Asset Management Inc 16
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 16
AQGNX - AQR Funds - AQR Global Equity Fund Class N 16
Thurston, Springer, Miller, Herd & Titak, Inc. 16
Harvest Group Wealth Management, Llc 16
Lombard Odier Asset Management (USA) Corp 16
Azora Capital LP 16
Dynamic Advisor Solutions LLC 16
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 16
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 16
Mosaic Family Wealth, LLC 16
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 16
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 16
Tradewinds Capital Management, LLC 16
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 16
Schubert & Co 16
Horizon Kinetics LLC 16
Bayforest Capital Ltd 16
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 16
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 16
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 16
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 16
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 16
HHM Wealth Advisors, LLC 16
Virtus Investment Advisers, Inc. 16
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 16
Magnus Financial Group LLC 16
NewEdge Wealth, LLC 16
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 16
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 16
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 16
IYF - iSHARES TRUST - iShares U.S. Financials ETF 16
Hennion & Walsh Asset Management, Inc. 16
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 16
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 16
Leonteq Securities AG 16
Calvert Investment Management, Inc. 16
Jennison Associates Llc 16
Continental Advisors Llc 16
Sit Investment Associates Inc 16
Newbridge Financial Services Group, Inc. 16
CIBC Bancorp USA Inc. 16
Change Path, LLC 16
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 16
Triumph Capital Management 16
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 16
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 16
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 16
Tarbox Family Office, Inc. 16
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 16
Westside Investment Management, Inc. 16
Weld Capital Management Llc 16
QCM Cayman, Ltd. 16
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 16
Fred Alger Management, Llc 16
Agf Investments Inc. 16
Cadence Capital Management Llc 16
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 16
Winton Diversified Opportunities Fund 16
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 16
Banco Santander, S.A. 16
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 16
E. Ohman J:or Asset Management AB 16
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 16
Pittenger & Anderson Inc 16
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 16
Liberty Mutual Group Asset Management Inc. 16
Banque Cantonale Vaudoise 16
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 16
Amundi Pioneer Asset Management Inc 16
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 16
South Dakota Investment Council 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 16
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 16
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 16
Hughes Financial Services, LLC 16
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 16
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 16
Visium Asset Management, LP 16
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 16
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 16
Nvwm, Llc 16
Entropy Technologies, LP 16
Advisory Alpha, LLC 16
Janus Capital Management Llc 16
Evercore Wealth Management, LLC 16
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 16
Wealthfront Advisers Llc 16
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 16
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 16
MML Series Investment Fund II - MML Blend Fund Initial Class 16
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 16
Veritable, L.P. 16
Cromwell Holdings LLC 16
Pimco High Income Fund 16
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 16
Ashton Thomas Securities, Llc 16
Ledyard National Bank 16
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 16
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 16
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 16
Meadow Creek Investment Management LLC 16
Leuthold Group, Llc 16
Balentine LLC 16
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 16
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 16
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 16
Wealthfront Inc 16
Shelton Capital Management 16
Kayne Anderson Rudnick Investment Management Llc 16
Cambridge Trust Co 16
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 16
Palisade Capital Management Llc/nj 16
Legacy Financial Advisors, Inc. 16
Crow Point Partners, LLC 16
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 16
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 16
Pictet Asset Management Ltd 16
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 16
Agf Management Ltd 16
Paradigm Asset Management Co Llc 16
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 16
eCIO, Inc. 16
Cipher Capital LP 16
Summit Global Investments 16
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 16
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 16
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 16
Diametric Capital, LP 16
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 16
Global Income Builder Portfolio - Global Income Builder Portfolio 16
Korea Investment CORP 16
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 16
Comerica Securities,inc. 16
Avestar Capital, LLC 16
Everence Capital Management Inc 16
PFG Investments, LLC 16
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 16
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 15
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 15
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 15
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 15
Cohen & Steers Quality Income Realty Fund Inc 15
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 15
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 15
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 15
Stone Ridge Asset Management LLC 15
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 15
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 15
One Wealth Advisors, LLC 15
ETRADE Capital Management LLC 15
Cigna Investments Inc /new 15
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 15
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 15
Bb&t Investment Services, Inc. 15
IFM Investors Pty Ltd 15
Absolute Return Capital, LLC 15
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 15
Parkworth Wealth Management, Inc. 15
Elequin Capital Lp 15
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 15
Mendota Financial Group, LLC 15
Private Wealth Management Group, LLC 15
SummitTX Capital, L.P. 15
Baystate Wealth Management LLC 15
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 15
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 15
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 15
Lake Point Wealth Management 15
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 15
Pine River Capital Management L.P. 15
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 15
Owl Creek Wealth Partners LLC 15
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 15
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 15
Cassaday & Co Wealth Management LLC 15
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 15
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 15
QCVAX - Clearwater Investment Trust - Clearwater International Fund 15
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 15
Redwood Investment Management, Llc 15
Beacon Capital Management, LLC 15
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 15
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 15
Glenmede Investment Management, LP 15
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 15
American National Bank 15
Key FInancial Inc 15
Signature Equity Partners, LLC 15
Norden Group Llc 15
Migdal Insurance & Financial Holdings Ltd. 15
Glen Harbor Capital Management LLC 15
Rialto Wealth Management, LLC 15
Column Capital Advisors, LLC 15
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 15
Center for Financial Planning, Inc. 15
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 15
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 15
Xact Kapitalforvaltning AB 15
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 15
Cinctive Capital Management LP 15
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 15
Advisor Resource Council 15
NN Investment Partners Holdings N.V. 15
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 15
Transcend Wealth Collective, Llc 15
Allstate Corp 15
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 15
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 15
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 15
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 15
Susquehanna Portfolio Strategies, LLC 15
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 15
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 15
Hudock, Inc. 15
PFG Advisors 15
Utah Retirement Systems 15
BI Asset Management Fondsmaeglerselskab A/S 15
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 15
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 15
Eagle Asset Management Inc 15
Maltese Capital Management Llc 15
Northern Trust Co Of Connecticut 15
Truvestments Capital Llc 15
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 15
Calton & Associates, Inc. 15
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 15
Fiera Capital Corp 15
Clark Capital Management Group, Inc. 15
BW Gestao de Investimentos Ltda. 15
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 15
Park Place Capital Corp 15
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 15
Cookson Peirce & Co Inc 15
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 15
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 15
Nuveen Multi-market Income Fund 15
Nebula Research & Development LLC 15
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 15
Adage Capital Partners Gp, L.l.c. 15
APDPX - ARTISAN PARTNERS FUNDS INC - Artisan Global Unconstrained Fund Advisor Shares 15
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 15
EBI - RBB Fund Trust - Longview Advantage ETF 15
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 15
Abich Financial Wealth Management LLC 15
Institute for Wealth Management, LLC. 15
Global X Funds 15
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 15
Capital One, National Association 15
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 15
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 15
Axxcess Wealth Management, Llc 15
NorthRock Partners, LLC 15
Zurich Insurance Group Ltd/FI 15
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 15
TD Capital Management LLC 15
People's United Financial, Inc. 15
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 15
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 15
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 15
Numerai GP LLC 15
Point72 (DIFC) Ltd 15
Bruce G. Allen Investments, LLC 15
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 15
Benjamin Edwards Inc 15
First Personal Financial Services 15
L & S Advisors Inc 15
M&r Capital Management Inc 15
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 15
National Pension Service 15
Readystate Asset Management Lp 15
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 15
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 15
Financial Consulate, Inc 15
Colonial Trust Advisors 15
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 15
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 15
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 15
Operose Advisors LLC 15
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 15
BDO Wealth Advisors, LLC 15
Pinnacle Bancorp, Inc. 15
Livforsakringsbolaget Skandia, Omsesidigt 15
Gateway Investment Advisers Llc 15
Optimum Investment Advisors 15
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 15
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 15
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 15
Wolff Wiese Magana Llc 15
Old Mutual Global Investors (UK) Ltd. 15
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 15
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 15
Advent Capital Management /de/ 15
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 15
Harbour Capital Advisors, LLC 15
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 15
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 15
Gator Capital Management, LLC 15
Westwood Holdings Group Inc 15
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 15
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 15
Alpha DNA Investment Management LLC 15
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 15
Wright Investors Service Inc 15
HB Wealth Management, LLC 15
Miracle Mile Advisors, LLC 15
Vanguard Horizon Funds 15
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 15
Apollon Wealth Management, LLC 15
Gladstone Institutional Advisory LLC 15
VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares 15
Curio Wealth, Llc 15
Covington Capital Management 15
Raleigh Capital Management Inc. 15
Ares Financial Consulting, LLC 15
Forum Financial Management, LP 15
Connectus Wealth, LLC 15
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 15
Innealta Capital, Llc 15
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 15
Continuum Advisory, LLC 15
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 15
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 15
R Squared Ltd 15
Rise Advisors, LLC 15
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 15
FLDFX - Meeder Funds - BALANCED FUND Retail Class 15
Jump Trading, LLC 15
Regentatlantic Capital Llc 15
Index Management Solutions, LLC 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 15
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 15
Hartford Mutual Funds Inc/ct 15
Beaird Harris Wealth Management, LLC 15
Kestra Investment Management, LLC 15
Alera Investment Advisors, LLC 15
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative 15
Calamos Global Dynamic Income Fund 15
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 15
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 15
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 15
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 15
V-Square Quantitative Management LLC 15
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 15
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 15
Dai-Ichi Life Insurance Company, Ltd 15
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 15
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 15
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 15
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 15
Archford Capital Strategies, LLC 15
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 14
Sachetta, LLC 14
Eurizon Capital SGR S.p.A. 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 14
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 14
Strategic Blueprint, LLC 14
Storebrand Asset Management As 14
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 14
Jacobi Capital Management LLC 14
WealthCollab, LLC 14
Almanack Investment Partners, LLC. 14
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 14
Ritholtz Wealth Management 14
Baader Bank INC 14
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 14
Neo Ivy Capital Management 14
Independent Financial Group, Llc 14
Accurate Wealth Management, LLC 14
Caitlin John, LLC 14
Neuburgh Advisers LLC 14
Creekmur Asset Management LLC 14
Royal London Asset Management Ltd 14
Point72 Europe (London) LLP 14
Gillson Capital LP 14
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 14
Maven Securities LTD 14
Fortitude Advisory Group L.L.C. 14
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 14
MTGAX - MORGAN STANLEY MORTGAGE SECURITIES TRUST - Morgan Stanley Mortgage Securities Trust A 14
First City Capital Management, Inc. 14
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 14
Byrne Asset Management LLC 14
Dorsey & Whitney Trust CO LLC 14
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 14
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 14
PGSIX - PUTNAM MORTGAGE SECURITIES FUND - PUTNAM U S GOVERNMENT INCOME TRUST Class A Shares 14
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 14
Humankind Benefit Corp - Humankind US Stock ETF 14
Ankerstar Wealth, LLC 14
King Luther Capital Management Corp 14
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 14
Torren Management, LLC 14
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 14
Robertson Stephens Wealth Management, LLC 14
TCG Advisory Services, LLC 14
Moneta Group Investment Advisors Llc 14
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 14
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 14
Aaron Wealth Advisors LLC 14
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 14
Riverview Trust Co 14
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 14
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 14
Boston Advisors Llc 14
Banque Pictet & Cie Sa 14
Cordant, Inc. 14
NSIDX - Northern Funds - Northern Small Cap Index Fund 14
Bluefin Capital Management, Llc 14
Pearl River Capital, LLC 14
Founders Financial Alliance, LLC 14
TFC Financial Management 14
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 14
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 14
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 14
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 14
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 14
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 14
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 14
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 14
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 14
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 14
Polymer Capital Management (US) LLC 14
Bourgeon Capital Management Llc 14
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 14
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 14
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 14
PPM Funds - PPM High Yield Core Fund (Inst) 14
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F 14
NorthCoast Asset Management LLC 14
Equitable Holdings, Inc. 14
Worldquant Millennium Advisors Llc 14
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 14
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 14
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 14
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 14
Intersect Capital LLC 14
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 14
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 14
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 14
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 14
Gryphon Financial Partners LLC 14
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 14
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 14
MBOVX - M FUND INC - M Large Cap Value Fund 14
Copeland Capital Management, LLC 14
Blackrock Multi-sector Opportunities Trust 14
Keebeck Alpha, LP 14
Buckingham Strategic Partners 14
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 14
Integrated Advisors Network LLC 14
Colonial Trust Co / SC 14
City Holding Co 14
Elo Mutual Pension Insurance Co 14
Atticus Wealth Management, Llc 14
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 14
Zeke Capital Advisors, Llc 14
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 14
Webster Bank, N. A. 14
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 14
Sugarloaf Wealth Management, LLC 14
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 14
Dakota Wealth Management 14
Marino, Stram & Associates Llc 14
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 14
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 14
Geneva Advisors, LLC 14
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 14
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 14
URTH - iShares, Inc. - iShares MSCI World ETF 14
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 14
Fulton Bank, N.a. 14
Perritt Capital Management Inc 14
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 14
Prime Capital Investment Advisors, LLC 14
Pimco Global Stocksplus & Income Fund 14
Congress Wealth Management LLC / DE / 14
Virtue Capital Management, LLC 14
HFM Investment Advisors, LLC 14
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 14
Tcwp Llc 14
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 14
Steward Financial Group LLC 14
Bleakley Financial Group, LLC 14
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 14
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 14
UYG - PROSHARES TRUST - ProShares Ultra Financials 14
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 14
Bowling Portfolio Management LLC 14
VCGAX - VALIC Co I - Growth & Income Fund 14
Guggenheim Active Allocation Fund 14
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 14
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 14
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 14
Prana Capital Management, LP 14
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 14
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 14
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 14
ISAM Funds (UK) Ltd 14
JBF Capital, Inc. 14
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 14
Inceptionr Llc 14
Sherbrooke Park Advisers Llc 14
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 14
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 14
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 14
Tfo-tdc, Llc 14
Usca Ria Llc 14
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 14
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 14
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 14
Callan Family Office, LLC 14
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 14
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 14
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 14
Gabelli Dividend & Income Trust 14
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 14
AlphaCore Capital LLC 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 14
Oppenheimer Variable Account Funds 14
Fifth Third Wealth Advisors LLC 14
Crestwood Advisors Group LLC 14
Global X Management CO LLC 14
Cloud Capital Management, LLC 14
Zrc Wealth Management, Llc 14
Hilton Head Capital Partners, LLC 14
Synergy Investment Management, LLC 14
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 14
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 14
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 14
HWG Holdings LP 14
Advyzon Investment Management, LLC 14
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 14
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 14
Fjarde Ap-fonden /fourth Swedish National Pension Fund 14
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 14
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 14
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 14
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 14
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 14
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 14
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 14
Pinnacle Financial Partners Inc 14
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 14
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 14
Alpine Woods Capital Investors, Llc 14
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 14
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 14
Longfellow Investment Management Co Llc 14
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 14
Exane Derivatives 14
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 14
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 14
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 14
SpiderRock Trading LLC 14
Chesapeake Asset Management Llc 14
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 14
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 14
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 14
Studio Investment Management Llc 14
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 14
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 14
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 14
Mckinley Capital Management Llc /delaware 14
Heritage Wealth Advisors 14
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 14
Blackrock Debt Strategies Fund, Inc. 14
Hotchkis & Wiley Capital Management Llc 14
Pinkerton Retirement Specialists, LLC 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 14
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 14
WR Wealth Planners, LLC 14
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 14
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 14
Kelly Financial Services LLC 14
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 14
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 14
Equitec Proprietary Markets, Llc 14
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 14
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 14
CSat Investment Advisory, L.P. 14
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 14
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 14
Stifel Nicolaus & Co Inc \mo\ 14
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 14
Claymore Exchange-traded Fund Trust 14
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 14
Dubuque Bank & Trust Co 14
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 14
Freestone Grove Partners LP 14
Allegis Investment Advisors, LLC 14
Coastal Investment Advisors, Inc. 14
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 14
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 14
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 14
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 14
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 14
Johnson Investment Counsel Inc 14
WASHINGTON TRUST Co 14
BNP Paribas Investment Partners S.A. 14
Profunds - Profund Vp Financials 14
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 14
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 14
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 14
Weaver Consulting Group 14
ULTRA SERIES FUND - Core Bond Fund Class I 14
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 14
Spot Trading L.l.c. 14
Banco Bilbao Vizcaya Argentaria, S.a. 14
IWM - iSHARES TRUST - iShares Russell 2000 ETF 14
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 13
Dynasty Wealth Management, Llc 13
Sagespring Wealth Partners, Llc 13
Foundations Investment Advisors, LLC 13
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 13
Clear Harbor Asset Management, LLC 13
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 13
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 13
Resona Asset Management Co.,Ltd. 13
Delpha Capital Management, Llc 13
Thomas J. Herzfeld Advisors, Inc. 13
Tidemark, LLC 13
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 13
Bank Julius Baer & Co. Ltd, Zurich 13
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 13
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 13
Oppenheimer Global Multi Strategies Fund 13
Metis Global Partners, LLC 13
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 13
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 13
Kohmann Bosshard Financial Services, LLC 13
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 13
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 13
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 13
SPCAX - Investment Managers Series Trust - SilverPepper Commodity Strategies Global Macro Fund Advisor Class 13
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 13
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 13
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 13
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 13
Virtus Global Multi-sector Income Fund 13
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 13
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 13
AGF Investments LLC 13
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 13
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 13
RFP Financial Group LLC 13
Hutchin Hill Capital, LP 13
Wexford Capital Lp 13
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 13
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 13
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 13
Smith Asset Management Group Lp 13
Brighton Jones Llc 13
Krilogy Financial LLC 13
Cooper Financial Group 13
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 13
I.g. Investment Management, Ltd. 13
Intrust Bank Na 13
Beacon Financial Group 13
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund 13
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 13
New Mexico Educational Retirement Board 13
Point72 Middle East FZE 13
Private Advisory Group LLC 13
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 13
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio 13
SRTTX - SMA RELATIONSHIP TRUST - Series T 13
Nissay Asset Management Corp /japan/ /adv 13
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 13
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 13
Simplicity Wealth,LLC 13
Tuttle Tactical Management LLC 13
Cornerstone Financial Management LLC 13
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 13
Ninety One UK Ltd 13
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 13
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 13
Transamerica Partners Funds Group Ii 13
Trust Department Mb Financial Bank N A 13
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 13
Nbt Bank N A /ny 13
Taika Capital, LP 13
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 13
Prentiss Smith & Co Inc 13
Duncker Streett & Co Inc 13
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 13
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 13
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 13
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 13
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 13
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 13
OpenArc Corporate Advisory, LLC 13
LRI Investments, LLC 13
BFOR - ALPS ETF Trust - Barron's 400 ETF 13
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 13
Cable Hill Partners, LLC 13
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 13
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 13
MQS Management LLC 13
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 13
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 13
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 13
Meritage Portfolio Management 13
Qtron Investments LLC 13
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 13
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 13
Summit Financial, LLC 13
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 13
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 13
Ten Capital Wealth Advisors, LLC 13
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 13
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 13
361 Capital Llc 13
Heck Capital Advisors, LLC 13
St Germain D J Co Inc 13
Systematic Financial Management Lp 13
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 13
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 13
Bailard, Inc. 13
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 13
Transamerica Partners Funds Group 13
Journey Strategic Wealth Llc 13
High Net Worth Advisory Group LLC 13
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 13
Kapitalo Investimentos Ltda 13
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 13
Soros Fund Management Llc 13
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 13
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 13
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 13
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 13
Claro Advisors LLC 13
Turtle Creek Wealth Advisors, LLC 13
Triad Wealth Partners, LLC 13
IMA Wealth, Inc. 13
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 13
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 13
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 13
Quest 10 Wealth Builders, Inc. 13
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 13
Ossiam 13
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 13
Shine Investment Advisory Services Inc 13
RWM Asset Management, LLC 13
Stone House Investment Management, LLC 13
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 13
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 13
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 13
Advisor Partners Llc 13
Baldwin Brothers Inc/ma 13
Hirtle Callaghan & Co LLC 13
Oak Thistle LLC 13
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 13
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 13
VCSLX - VALIC Co I - Small Cap Index Fund 13
Next Capital Management LLC 13
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 13
EJF Capital LLC 13
Capital Wealth Planning, LLC 13
Alpha Paradigm Partners, LLC 13
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 13
Quaker Wealth Management, LLC 13
Western Asset High Income Opportunity Fund Inc. 13
Concord Wealth Partners 13
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF 13
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 13
Advisor Partners Ii, Llc 13
Vantage Investment Advisors, LLC 13
Qs Batterymarch Financial Management, Inc 13
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 13
Brighthouse Funds Trust II - BlackRock Ultra-Short Term Bond Portfolio Class A 13
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 13
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 13
XR Securities LLC 13
Blue Bell Private Wealth Management, Llc 13
Brown, Lisle/cummings, Inc. 13
Avidian Wealth Solutions, LLC 13
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 13
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 13
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 13
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 13
Mayflower Financial Advisors, LLC 13
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 13
STXV - EA Series Trust - Strive 1000 Value ETF 13
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 13
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 13
Aspire Private Capital, LLC 13
CWA Asset Management Group, LLC 13
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 13
City State Bank 13
Cynosure Management, Llc 13
Northwest & Ethical Investments L.P. 13
Pallas Capital Advisors LLC 13
Wealth Alliance 13
North Dakota State Investment Board 13
Syon Capital Llc 13
PENN SERIES FUNDS INC - Small Cap Index Fund 13
HBK Sorce Advisory LLC 13
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 13
Horizon Kinetics Asset Management Llc 13
PSI Advisors, LLC 13
Wetzel Investment Advisors, Inc. 13
Clough Global Dividend & Income Fund 13
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 13
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 13
Parcion Private Wealth LLC 13
Personal Cfo Solutions, Llc 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 13
Riggs Asset Managment Co. Inc. 13
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 13
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 13
Wells Fargo Global Dividend Opportunity Fund 13
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 13
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 13
Edge Advisors, Llc 13
K.J. Harrison & Partners Inc 13
Profunds - Profund Vp Ultrasmall-cap 13
Householder Group Estate & Retirement Specialist, LLC 13
Van Hulzen Asset Management, LLC 13
Profunds - Profund Vp Small-cap 13
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 13
Hennessy Advisors Inc 13
1ws Credit Income Fund 13
Qci Asset Management Inc/ny 13
Wesbanco Bank Inc 13
Nemes Rush Group LLC 13
GFS Advisors, LLC 13
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 13
Old Mission Capital, Llc 13
Lombard Odier Asset Management (Europe) Ltd 13
Meiji Yasuda Asset Management Co Ltd. 13
Minichmacgregor Wealth Management, Llc 13
Meridian Wealth Partners, LLC 13
Aspect Partners, LLC 13
Capital Investment Advisory Services, LLC 13
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 13
Cribstone Capital Management, LLC 13
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 13
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Mozaic Multi-Asset Fund Class II 13
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 13
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 13
Sculptor Capital LP 13
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 13
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 13
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 13
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 13
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 13
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 13
Brookfield Asset Management Inc. 13
Machina Capital S.a.s. 13
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 13
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 13
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 13
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 13
RPG Investment Advisory, LLC 13
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 13
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 13
North Capital, Inc. 13
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 13
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 13
Calamos Global Total Return Fund 13
FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund 13
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 13
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 13
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 13
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 13
Principia Wealth Advisory, LLC 13
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 13
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 13
Matarin Capital Management, LLC 13
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 13
Gideon Capital Advisors, Inc. 13
Athanor Capital, Lp 13
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 13
Clean Yield Group 13
Castleark Management Llc 13
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 13
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 13
RFG Advisory, LLC 13
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 13
Hurley Capital, LLC 13
MUFG Securities EMEA plc 13
ASTMX - Northern Lights Fund Trust - Astor Macro Alternative Fund Class A Shares 13
VisionPoint Advisory Group, LLC 13
Trilogy Capital Inc. 13
Meitav Dash Investments Ltd 13
McAdam, LLC 13
Retirement Wealth Solutions LLC 13
Old Mutual Customised Solutions (proprietary) Ltd 13
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 13
Measured Wealth Private Client Group, LLC 13
Mint Tower Capital Management B.V. 12
Mn Services Vermogensbeheer B.V. 12
Northern Lights Fund Trust - Altegris Crabel Multi-Strategy Fund Class A 12
Moisand Fitzgerald Tamayo, LLC 12
Private Ocean, LLC 12
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 12
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 12
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 12
MML Series Investment Fund II - MML Equity Rotation Fund Class II 12
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 12
Atlantic Union Bankshares Corp 12
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 12
Forsta Ap-fonden 12
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 12
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 12
Fieldview Capital Management, LLC 12
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 12
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 12
William Blair Investment Management, Llc 12
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 12
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 12
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 12
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 12
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 12
Vinva Investment Management Ltd 12
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 12
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 12
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 12
SLPIX - Profunds - Small-cap Profund Investor Class 12
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 12
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 12
USS Investment Management Ltd 12
Concert Wealth Management Inc. 12
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 12
Sun Life Financial Inc 12
Apriem Advisors 12
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 12
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 12
EAM Investors, LLC 12
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 12
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 12
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 12
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 12
Cornercap Investment Counsel Inc 12
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 12
Sage Rhino Capital Llc 12
Capital Guardian Trust Co 12
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 12
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 12
Capital Bank & Trust Co 12
Levin Capital Strategies, L.p. 12
Meeder Advisory Services, Inc. 12
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 12
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 12
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 12
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 12
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 12
Forum Funds 12
Cohen & Steers Total Return Realty Fund Inc 12
WPG Advisers, LLC 12
Gupta Wealth Management LLC 12
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 12
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 12
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 12
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 12
Mark Sheptoff Financial Planning, Llc 12
Dana Investment Advisors, Inc. 12
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 12
Private Wealth Asset Management, LLC 12
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 12
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 12
LMBS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Low Duration Opportunities ETF 12
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 12
Stanley-Laman Group, Ltd. 12
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 12
Oversea-Chinese Banking CORP Ltd 12
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 12
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 12
Beverly Hills Private Wealth, LLC 12
Arrow Financial Corp 12
Claris Advisors, Llc / Mo / 12
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 12
Artemis Investment Management LLP 12
VCTPX - VALIC Co I - Inflation Protected Fund 12
VGLSX - VALIC Co I - Global Strategy Fund 12
Fideuram Asset Management (Ireland) dac 12
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 12
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 12
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 12
Baird Robert W & Co Inc /wi/ 12
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 12
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 12
Zweig-DiMenna Associates LLC 12
BlueMar Capital Management, LLC 12
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 12
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 12
Norinchukin Bank, The 12
111 Capital 12
EFG International AG 12
180 Wealth Advisors, Llc 12
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 12
Cohen & Steers Global Income Builder, Inc 12
BBVA USA Bancshares, Inc. 12
Cyndeo Wealth Partners, LLC 12
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 12
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 12
Cambria Investment Management, L.P. 12
Fidelis Capital Partners, LLC 12
Beacon Investment Advisory Services, Inc. 12
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 12
WealthTrak Capital Management LLC 12
Modera Wealth Management, LLC 12
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 12
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 12
Zions Bancorporation 12
Next Financial Holdings 12
Kistler-Tiffany Companies, LLC 12
Optima Capital Llc 12
Banque Transatlantique SA 12
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 12
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 12
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 12
Transamerica Partners Portfolios 12
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 12
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 12
Indiana Trust & Investment Management CO 12
SILVER OAK SECURITIES, Inc 12
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 12
Pure Financial Advisors, Inc. 12
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 12
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 12
Abn Amro Investment Solutions 12
Virtus ETF Advisers LLC 12
First Financial Corp /in/ 12
Brewin Dolphin Ltd 12
Mangrove Partners 12
Cedar Mountain Advisors, LLC 12
BLB&B Advisors, LLC 12
Tlp Group Llc 12
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 12
Lansforsakringar Fondforvaltning AB (publ) 12
Harwood Advisory Group, LLC 12
Claybrook Capital, LLC 12
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 12
Steel Peak Wealth Management LLC 12
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 12
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 12
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 12
Quad-Cities Investment Group, LLC 12
Oakbrook Investments Llc 12
Kemnay Advisory Services Inc. 12
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 12
Marks Group Wealth Management, Inc 12
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 12
Winch Advisory Services, LLC 12
Quest Capital Management Inc /adv 12
Confluence Wealth Services, Inc. 12
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 12
Woodline Partners LP 12
First Bank & Trust 12
Sentry Investment Management Llc 12
D'Orazio & Associates, Inc. 12
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 12
Hartford Financial Management Inc. 12
Argent Advisors, Inc. 12
Procyon Private Wealth Partners, LLC 12
Red Tortoise LLC 12
Farringdon Capital, Ltd. 12
Bluefin Trading, LLC 12
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 12
Tibra Equities Europe Ltd 12
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 12
HighMark Wealth Management LLC 12
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 12
Ascend Capital, Llc 12
Caldwell Trust Co 12
Eudaimonia Partners, LLC 12
ArrowMark Colorado Holdings LLC 12
Bank Of Hawaii 12
Steigerwald, Gordon & Koch Inc. 12
TCW ETF Trust - TCW Core Plus Bond ETF 12
Integrated Quantitative Investments LLC 12
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 12
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 12
AIA Group Ltd 12
Washington Trust Advisors, Inc. 12
Allen Investment Management LLC 12
APDOX - ARTISAN PARTNERS FUNDS INC - Artisan Emerging Markets Debt Opportunities Fund Advisor Shares 12
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 12
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 12
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 12
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 12
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 12
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Short-Term Municipal Bond Portfolio - Institutional Class 12
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 12
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 12
Ibex Wealth Advisors 12
Laffer Investments 12
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 12
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 12
Dfpg Investments, Llc 12
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 12
B. Metzler seel. Sohn & Co. AG 12
Eagle Global Advisors Llc 12
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 12
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 12
Ellis Investment Partners, LLC 12
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 12
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 12
Evolution Wealth Advisors, LLC 12
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 12
Lincoln National Corp 12
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 12
Atlas Private Wealth Advisors 12
Mizuho Securities Usa Llc 12
WealthTrust-Arizona, LLC 12
Cahill Financial Advisors Inc 12
Nations Financial Group Inc, /ia/ /adv 12
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 12
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 12
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 12
Invesco High Income Trust Ii 12
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 12
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 12
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 12
Jackson Creek Investment Advisors LLC 12
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 12
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 12
BlackRock Capital Allocation Trust 12
NSGRX - Northern Funds - Northern Small Cap Core Fund 12
ULTRA SERIES FUND - Diversified Income Fund Class I 12
Gilpin Wealth Management, Llc 12
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 12
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 12
Bamco Inc /ny/ 12
Dogwood Wealth Management LLC 12
Clearview Wealth Advisors LLC 12
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 12
Accel Wealth Management 12
Mbb Public Markets I Llc 12
Swedbank AB 12
High Note Wealth, LLC 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 12
Hyman Charles D 12
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 12
Full18 Capital LLC 12
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 12
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 12
Roosevelt Investment Group Llc 12
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 12
Western Asset Variable Rate Strategic Fund Inc. 12
Tiverton Asset Management Llc 12
Opal Wealth Advisors, LLC 12
Charter Oak Capital Management, LLC 12
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 12
Pinnacle Summer Investments, Inc. 12
Emerald Advisers, Llc 12
Oppenheimer Equity Income Fund 12
Perpetual Ltd 12
OHIO NATIONAL FUND INC - ON Bond Portfolio 12
Choate Investment Advisors 12
Hartford Series Fund Inc 12
Childress Capital Advisors, Llc 12
Coppell Advisory Solutions LLC 12
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 12
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 12
Waratah Capital Advisors Ltd. 12
Nelson Capital Management, LLC 12
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 12
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 12
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 12
Precision Wealth Strategies, LLC 12
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 12
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 12
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 12
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 12
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 12
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 12
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 12
Deprince Race & Zollo Inc 12
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 12
YorkBridge Wealth Partners, LLC 12
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 12
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 12
Parametrica Management Ltd 12
Munder Series Trust 12
Counterpoint Mutual Funds LLC 12
Savvy Advisors, Inc. 12
IBM Retirement Fund 12
Vima Llc 12
Hazlett, Burt & Watson, Inc. 12
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 12
Pineridge Advisors LLC 12
Alpine Series Trust 12
Covenant Asset Management, LLC 12
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 12
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 12
Shapiro Robert N 12
Andra AP-fonden 12
Blackstone Group Inc 12
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 12
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 12
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 11
Phase 2 Partners, LLC 11
Reynolds Capital Management Llc 11
Thrive Wealth Management, LLC 11
New Millennium Group LLC 11
Maryland Capital Management 11
CenterBook Partners LP 11
Morton Brown Family Wealth, LLC 11
Harbor Capital Advisors, Inc. 11
Carmel Capital Partners, LLC 11
Amplius Wealth Advisors, LLC 11
Wedmont Private Capital 11
Resurgent Financial Advisors LLC 11
Water Island Capital Llc 11
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 11
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 11
Reliance Trust Co Of Delaware 11
Godfrey Financial Associates, Inc. 11
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 11
Bbva Usa 11
Investors Portfolio Services LLC 11
Siemens Fonds Invest GmbH 11
Fiduciary Trust Co 11
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 11
Investment House Llc 11
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 11
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 11
BFIX - Build Funds Trust - Build Bond Innovation ETF 11
Iat Reinsurance Co Ltd. 11
Atwood & Palmer Inc 11
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 11
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 11
Friedenthal Financial 11
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 11
SkyView Investment Advisors, LLC 11
Trust Co Of Toledo Na /oh/ 11
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 11
Laird Norton Trust Company, Llc 11
Investment Management Corp of Ontario 11
DHJJ Financial Advisors, Ltd. 11
Sax Wealth Advisors, Llc 11
Polar Capital Holdings Plc 11
Dymon Asia Capital (singapore) Pte. Ltd. 11
Inspire Advisors, LLC 11
Lebenthal Global Advisors, LLC 11
IAG Wealth Partners, LLC 11
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 11
CFS Investment Advisory Services, LLC 11
Baker Tilly Financial, Llc 11
Thompson Investment Management, Inc. 11
Endurance Wealth Management, Inc. 11
Mendon Capital Advisors Corp 11
Segantii Capital Management Ltd 11
First Merchants Corp 11
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 11
Carnegie Capital Asset Management, LLC 11
Wellington Shields Capital Management, LLC 11
Barometer Capital Management Inc. 11
Aventura Private Wealth, LLC 11
Bridges Investment Management Inc 11
AXA Investment Managers S.A. 11
Vigilant Capital Management, LLC 11
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 11
Quantedge Capital Pte Ltd 11
JNL SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 11
Wellington Grp LLC 11
PQDI - Principal Exchange-Traded Funds - Principal Spectrum Tax-Advantaged Dividend Active ETF 11
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 11
Natixis Investment Managers International 11
GLG Partners LP 11
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 11
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 11
Roble, Belko & Company, Inc 11
tru Independence LLC 11
Buckingham Strategic Wealth, Llc 11
Rosenberg Matthew Hamilton 11
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 11
First Interstate Bank 11
Tokio Marine Asset Management Co Ltd 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 11
Regent Peak Wealth Advisors LLC 11
Keebeck Wealth Management, LLC 11
Paragon Capital Management Ltd 11
Kathmere Capital Management, LLC 11
Cornerstone Advisors, LLC 11
Integral Derivatives, LLC 11
Shinko Asset Management Co., Ltd. 11
CBIZ Investment Advisory Services, LLC 11
Leavell Investment Management, Inc. 11
Samalin Investment Counsel, LLC 11
Barnett & Company, Inc. 11
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 11
Drive Wealth Management, Llc 11
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 11
Sentinus, LLC 11
Perkins Coie Trust Co 11
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 11
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 11
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 11
DV Trading LLC 11
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 11
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 11
Armstrong Advisory Group, Inc 11
Voya Financial Advisors, Inc. 11
Logan Capital Management Inc 11
JIHDX - John Hancock Funds II - High Yield Fund Class 1 11
CTC Alternative Strategies, Ltd. 11
Price Capital Management, Inc. 11
Origin Asset Management LLP 11
Alexandria Capital, LLC 11
Qsemble Capital Management, LP 11
Wealth Watch Advisors, INC 11
APFBX - Cavanal Hill Funds - Moderate Duration Fund Investor 11
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 11
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 11
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 11
Exencial Wealth Advisors, Llc 11
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 11
Argent Trust Co 11
Insigneo Advisory Services, Llc 11
Moran Wealth Management, LLC 11
Destination Wealth Management 11
Partnervest Advisory Services LLC 11
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 11
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 11
Wasatch Advisors Inc 11
Atlas Wealth LLC 11
Rakuten Investment Management, Inc. 11
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 11
Mid Continent Capital Llc/il 11
Belvedere Trading LLC 11
Register Financial Advisors LLC 11
Trust Co 11
Weaver C. Barksdale & Associates, Inc. 11
Cowen Group, Inc. 11
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 11
Kessler Investment Group, LLC 11
Relative Value Fund 11
Ionic Capital Management LLC 11
Frec Markets, Inc. 11
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 11
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 11
STXG - EA Series Trust - Strive 1000 Growth ETF 11
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 11
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 11
Brave Asset Management Inc 11
Pinnacle Financial Partners, Inc. 11
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 11
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 11
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 11
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 11
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 11
Gabelli Equity Series Funds Inc 11
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 11
Hodges Capital Management Inc. 11
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 11
Cornerstone Advisory, LLC 11
La Banque Postale Asset Management SA 11
TRUE Private Wealth Advisors 11
Boston Trust Walden Corp 11
Ramsey Quantitative Systems 11
Mizuho Trust & Banking Co., Ltd. 11
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 11
Gerber Kawasaki Wealth & Investment Management 11
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 11
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 11
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 11
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 11
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 11
Fsi Group, Llc 11
U S Global Investors Inc 11
Turner Investments, L.p. 11
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 11
Kingswood Wealth Advisors, Llc 11
iA Global Asset Management Inc. 11
Howard Hughes Medical Institute 11
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 11
Fort Washington Investment Advisors Inc /oh/ 11
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 11
Integrated Investment Consultants, LLC 11
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 11
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 11
Invictus RG Pte. Ltd. 11
Scoria Capital Partners LP 11
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 11
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 11
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 11
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I 11
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 11
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 11
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 11
Junto Capital Management LP 11
Cantor Fitzgerald, L. P. 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 11
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 11
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 11
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 11
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 11
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 11
Congress Asset Management Co /ma 11
Custom Index Systems, Llc 11
Sapient Capital Llc 11
Glacier Peak Capital LLC 11
Eubel Brady & Suttman Asset Management Inc 11
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 11
Rakuten Securities, Inc. 11
Blue Arrow Capital Management Llc 11
City National Bank 11
VSCFX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class P 11
Bayban 11
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 11
Segall Bryant & Hamill, Llc 11
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 11
Chilton Capital Management Llc 11
New Age Alpha Advisors, LLC 11
Well Done, LLC 11
AustralianSuper Pty Ltd 11
Modern Wealth Management, LLC 11
Capitolis Liquid Global Markets LLC 11
Sandler Capital Management 11
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 11
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 11
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 11
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 11
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 11
JT Stratford LLC 11
First Capital Advisors Group, LLC. 11
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 11
Capital A Wealth Management, LLC 11
Symmetry Partners, LLC 11
nVerses Capital, LLC 11
Capital Research Global Investors 11
Adviser Investments LLC 11
Fullerton Fund Management Co Ltd 11
Abel Hall, LLC 11
Ameriflex Group, Inc. 11
Level Four Advisory Services, Llc 11
PLVLX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS EMG Fund Institutional Class 11
Tyers Asset Management LLC 11
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 11
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 11
Morse Asset Management, Inc 11
10Elms LLP 11
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 11
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 11
Intercontinental Wealth Advisors, LLC 11
Bramshill Investments, LLC 11
Ridgeworth Funds 11
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 11
Mediolanum International Funds Ltd 11
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 11
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 11
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 11
IFG Advisory, LLC 11
Global Trust Asset Management, LLC 11
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 11
Gen-Wealth Partners Inc 11
Harvest Investment Services, LLC 11
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 11
Global X Japan Co., Ltd. 11
World Equity Group, Inc. 11
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 11
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 11
Rs Investment Management Co Llc 11
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 11
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 11
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 11
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 11
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 11
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 11
Guerra Advisors Inc 11
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 11
Independent Solutions Wealth Management, LLC 11
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 11
Frisch Financial Group, Inc. 11
Gabelli Equity Trust Inc 11
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 11
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 11
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 11
Nuveen Core Equity Alpha Fund 11
Gdl Fund 11
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 11
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 11
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 11
MYDA Advisors LLC 11
Lake Street Advisors Group, Llc 11
Banco de Sabadell, S.A 11
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 11
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 11
Acorn Wealth Advisors, LLC 11
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 11
FEDERATED CORE TRUST - High Yield Bond Portfolio 11
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 11
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 11
Emerald Investment Partners, Llc 11
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 11
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 11
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 11
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 11
Cohen & Steers, Inc. 11
Squar Milner Financial Services Llc 11
JAIZX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Growth Portfolio NAV 11
JAIYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Balanced Portfolio NAV 11
Delaware Enhanced Global Dividend & Income Fund 11
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 11
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 11
Claraphi Advisory Network, LLC 11
Prudential Short Duration High Yield Fund, Inc. 11
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 11
Ab Pooling Portfolios 11
Enlightenment Research, LLC 11
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 11
Psagot Investment House Ltd. 11
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 11
Laurel Wealth Advisors LLC 11
John Hancock Premium Dividend Fund 11
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 11
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 11
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 11
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 11
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 11
PDBC - Invesco Actively Managed Exchange-Traded Commodity Fund Trust - Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 11
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 11
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 11
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 11
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 11
American Independence Funds Trust 11
Transce3nd, LLC 11
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 11
Delaware Management Holdings, Inc. 11
Stonehage Fleming Financial Services Holdings Ltd 11
Clear Creek Financial Management, LLC 11
Western Asset High Income Fund Ii Inc. 11
Bremer Bank National Association 11
Seeyond 11
Great Valley Advisor Group, Inc. 11
Princeton Global Asset Management LLC 11
Executive Wealth Management, LLC 11
Us Financial Advisors, Llc 11
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 11
Mid Atlantic Financial Management Inc/adv 11
Achievement Holdings L.P. 11
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 11
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 11
Patten Group, Inc. 11
Ascent Group, LLC 11
Camarda Financial Advisors, LLC 10
Romano Brothers And Company 10
CMT Capital Markets Trading GmbH 10
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 10
Total Clarity Wealth Management, Inc. 10
V Wealth Advisors LLC 10
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 10
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 10
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 10
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 10
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 10
Morningstar Investment Management LLC 10
Facet Wealth, Inc. 10
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 10
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 10
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 10
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 10
Schechter Investment Advisors, LLC 10
Matisse Capital 10
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 10
Fortis Advisors, LLC 10
Citizens Business Bank 10
Commonwealth Financial Services, LLC 10
Kentucky Retirement Systems 10
First Foundation Advisors 10
FSA Wealth Management LLC 10
DT Investment Partners, LLC 10
Cordasco Financial Network 10
WESPAC Advisors SoCal, LLC 10
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 10
Sanders Morris Harris Llc 10
Icon Advisers Inc/co 10
Ogorek Anthony Joseph /ny/ /adv 10
Provenance Wealth Advisors, LLC 10
Vanguard Morgan Growth Fund 10
Canandaigua National Bank & Trust Co 10
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 10
Bollard Group LLC 10
Cornerstone Strategic Value Fund Inc 10
Visionary Wealth Advisors 10
Ofi Invest Asset Management 10
Seawolf Capital, LLC 10
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 10
Legacy Wealth Asset Management, LLC 10
Mazama Capital Management Inc 10
N.E.W. Advisory Services LLC 10
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 10
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 10
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 10
Algebris (uk) Ltd 10
Silvercrest Asset Management Group Llc 10
Vanguard Whitehall Funds 10
Americana Partners, LLC 10
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R 10
Everpar Advisors Llc 10
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 10
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 10
Lion Street Advisors, LLC 10
L2 Asset Management, LLC 10
Boston Private Bank & Trust Co 10
Hoxton Financial, Inc. 10
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 10
Live Oak Private Wealth LLC 10
Okabena Investment Services Inc 10
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 10
Old Point Trust & Financial Services N A 10
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 10
Camden Capital, LLC 10
Bp Plc 10
GFG Capital, LLC 10
Stonebridge Financial Group, LLC 10
Stokes Family Office, LLC 10
BlackRock Multi-Sector Opportunities Trust II 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 10
Sierra Ocean, Llc 10
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 10
D L Carlson Investment Group Inc 10
Malaga Cove Capital, LLC 10
SEB Asset Management AB 10
Endeavour Capital Advisors Inc 10
Noble Wealth Management PBC 10
Delta Asset Management Llc/tn 10
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 10
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 10
SOA Wealth Advisors, LLC. 10
Elevated Capital Advisors, LLC 10
Kornitzer Capital Management Inc /ks 10
Blume Capital Management, Inc. 10
Spectrum Management Group, LLC 10
Signature Resources Capital Management, LLC 10
F/M Investments LLC 10
Legacy Capital Group California, Inc. 10
Pacifica Partners Inc. 10
Gardner Lewis Asset Management L P 10
SkyOak Wealth, LLC 10
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 10
Whitener Capital Management, Inc. 10
WMS Partners, LLC 10
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 10
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 10
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 10
Aberdeen Asset Management Plc/uk 10
Savior LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 10
1492 Capital Management LLC 10
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 10
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 10
Traub Capital Management LLC 10
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 10
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 10
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 10
Country Trust Bank 10
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 10
Advisory Research Inc 10
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 10
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 10
Emerald Mutual Fund Advisers Trust 10
Nuveen Global High Income Fund 10
New England Research & Management, Inc. 10
West Oak Capital, LLC 10
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 10
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 10
Poehling Capital Management, LLC 10
CNB Bank 10
J. Goldman & Co LP 10
Parisi Gray Wealth Management 10
Fiduciary Alliance LLC 10
Moody National Bank Trust Division 10
Trustmark National Bank Trust Department 10
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 10
Frazier Financial Advisors, LLC 10
Corient Capital Partners, LLC 10
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 10
Addison Capital Co 10
MidFirst Bank 10
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 10
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 10
Dreman Value Management, L L C 10
Greykasell Wealth Strategies, Inc. 10
Solstein Capital, LLC 10
West Paces Advisors Inc. 10
OP Asset Management Ltd 10
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 10
Icon Wealth Advisors, LLC 10
BlueCrest Capital Management LLP 10
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 10
Mach-1 Financial Group, Inc. 10
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 10
EWG Elevate Inc. 10
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 10
Generali Asset Management SPA SGR 10
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 10
Nuveen S&p 500 Dynamic Overwrite Fund 10
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 10
Bellwether Investment Group, LLC 10
Western Asset Mortgage Defined Opportunity Fund Inc. 10
ACG Wealth 10
Park Square Financial Group, LLC 10
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 10
Richardson Financial Services Inc. 10
Mizuho Asset Management Co.,Ltd. 10
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 10
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 10
Glass Jacobson Investment Advisors llc 10
ASR Vermogensbeheer N.V. 10
Liontrust Investment Partners LLP 10
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 10
Adirondack Trust Co 10
Beese Fulmer Investment Management, Inc. 10
EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB 10
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 10
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 10
Stratos Wealth Advisors, LLC 10
Investors Capital Advisory Services 10
United Community Bank 10
Retirement Planning Co of New England, Inc. 10
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 10
Truewealth Llc 10
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 10
WestEnd Advisors, LLC 10
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2 10
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2 10
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 10
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2 10
Markston International Llc 10
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 10
Alpenglow Capital LP 10
Caldwell Securities, Inc 10
Thomas White International Ltd 10
AMG National Trust Bank 10
VestGen Advisors, LLC 10
Symmetry Peak Management Llc 10
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Intermediate-Term Municipal Bond Portfolio Institutional Class Shares 10
Wealth Preservation Advisors, LLC 10
Polianta Ltd 10
Boyd Watterson Asset Management Llc/oh 10
Hartline Investment Corp/ 10
Murphy & Mullick Capital Management Corp 10
Paradigm Financial Partners, Llc 10
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 10
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 10
PDS Planning, Inc 10
Cpwm, Llc 10
Fortis Capital Advisors, LLC 10
Palisade Asset Management, LLC 10
Winfield Associates, Inc. 10
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 10
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 10
Essex Investment Management Co Llc 10
FourThought Financial, LLC 10
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 10
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 10
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 10
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 10
MANA Advisors LLC 10
Aspen Grove Capital, LLC 10
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 10
Breakwater Investment Management 10
First Eagle Investment Management, LLC 10
Americafirst Capital Management, Llc 10
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 10
Focus Financial Network, Inc. 10
Aviance Capital Partners, LLC 10
BOK Financial Private Wealth, Inc. 10
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 10
6 Meridian 10
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 10
Financiere des Professionnels - Fonds d,investissement inc. 10
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 10
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 10
Snow Capital Management Lp 10
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 10
Plato Investment Management Ltd 10
Man Investments Ltd 10
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 10
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 10
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 10
E Fund Management Co., Ltd. 10
Syverson Strege & Co 10
DCM Advisors, LLC 10
JPLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF 10
M Holdings Securities, Inc. 10
Bellwether Advisors, LLC 10
John Hancock Tax-advantaged Dividend Income Fund 10
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 10
Meridian Wealth Management, LLC 10
Bfsg, Llc 10
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 10
Sheets Smith Wealth Management 10
Munder Capital Management 10
MTM Investment Management, LLC 10
TCTC Holdings, LLC 10
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 10
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 10
Oak Harbor Wealth Partners, Llc 10
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 10
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 10
Aua Capital Management, Llc 10
Capital Advisors Inc/ok 10
Strive Financial Group ,LLC 10
Kentucky Retirement Systems Insurance Trust Fund 10
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 10
Camelot Portfolios, LLC 10
Costello Asset Management, INC 10
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 10
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 10
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF 10
Norris Perne & French Llp/mi 10
Oppenheimer Global Strategic Income Fund 10
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 10
Empirical Finance, LLC 10
Voya Global Equity Dividend & Premium Opportunity Fund 10
Gilliland Jeter Wealth Management LLC 10
BRAMX - Blackrock Allocation Target Shares - Bats Series M 10
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 10
Sivia Capital Partners, LLC 10
Aware Super Pty Ltd as trustee of Aware Super 10
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 10
Legacy Advisors, LLC 10
J. Safra Sarasin Holding AG 10
John Hancock Investors Trust 10
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 10
Groupama Asset Managment 10
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 10
Rathbone Brothers plc 10
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 10
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 10
Waddell & Reed Financial Inc 10
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 10
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 10
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 10
Kennedy Capital Management, Inc. 10
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 10
PYELX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Local Bond Fund (Investor Class) 10
Tennessee Valley Asset Management Partners 10
Allianz Se 10
Inscription Capital, LLC 10
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 10
Putnam Fl Investment Management Co 10
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 10
Woodmont Investment Counsel Llc 10
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 10
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 10
Global Wealth Management Investment Advisory, Inc. 10
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 10
Espalier Global Management LLC 10
Seneschal Advisors, LLC 10
United Financial Planning Group LLC 10
Patton Fund Management, Inc. 10
EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB 10
Wintrust Investments Llc 10
Advisor OS, LLC 10
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 10
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 10
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 10
Wells Fargo Income Opportunities Fund 10
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 10
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 10
Essex Savings Bank 10
MARSHALL WACE ASIA Ltd 10
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 10
Cohen & Steers Mlp Income & Energy Opportunity Fund 10
Mariner Investment Group Llc 10
Oliver Lagore Vanvalin Investment Group 10
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 10
Lenox Wealth Management, Inc. 10
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 10
Kanaly Trust Co 10
Artisan Partners Limited Partnership 10
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 10
WFA of San Diego, LLC 10
Hayden Royal, Llc 10
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 10
Rs Variable Products Trust 10
Budros, Ruhlin & Roe, Inc. 10
Spirepoint Private Client, Llc 10
Roundview Capital LLC 10
Y.D. More Investments Ltd 10
SmartHarvest Portfolios, LLC 10
T. Rowe Price Investment Management, Inc. 10
Marathon Trading Investment Management LLC 10
TGLMX - TCW FUNDS INC - TCW Total Return Bond Fund I Class 10
Morningstar Investment Services LLC 10
Burt Wealth Advisors 10
Verity Asset Management, Inc. 10
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 10
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 10
Clough Global Opportunities Fund 10
Financial Network Wealth Advisors LLC 10
Spears Abacus Advisors LLC 10
Penn Capital Management Co Inc 10
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 10
Samlyn Capital, Llc 10
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 10
Lecap Asset Management Ltd 10
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 10
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 10
Cavalier Investments, LLC 10
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 10
TradeLink Global Equity LLC 10
Capital Impact Advisors, LLC 10
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 10
Redhawk Wealth Advisors, Inc. 10
Alphadyne Asset Management, LLC 10
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 10
Gries Financial Llc 10
Spring Creek Capital Llc 10
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 10
Sig Brokerage, Lp 10
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 10
Wilmington Trust Co 10
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 10
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 10
Ostrum Asset Management 10
Signal Advisors Wealth, LLC 10
Legg Mason Investment Counsel, LLC 10
Clough Capital Partners L P 10
Vectors Research Management, LLC 10
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 10
A3 Alternative Credit Fund 10
ORG Wealth Partners, LLC 10
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 10
Putnam Premier Income Trust 10
J.Safra Asset Management Corp 10
Baillie Gifford & Co 10
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 10
INPPX - Collaborative Investment Series Trust - Preferred - Plus Class A 10
HYLD - Exchange Listed Funds Trust - High Yield ETF 10
Sterling Investment Advisors, Ltd. 10
PPM Funds - PPM Long Short Credit Fund (Inst) 10
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 10
Mascoma Wealth Management LLC 10
First New York Securities Llc /ny 10
Omnia Family Wealth, LLC 10
ProVise Management Group, LLC 10
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 10
OAIB - Listed Funds Trust - Teucrium AiLA Long-Short Base Metals Strategy ETF 10
Clarus Wealth Advisors 10
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 10
SPX Equities Gestao de Recursos Ltda 10
Kms Financial Services, Inc 10
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 10
Clear Street Llc 10
1620 Investment Advisors, Inc. 10
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 10
Rs Investment Trust 10
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 10
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 10
Westfuller Advisors, LLC 10
Davis Capital Management 10
Symphony Financial, Ltd. Co. 10
Royal Fund Management, LLC 10
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 10
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 10
Capitolis Advisors LLC 10
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 10
Rockefeller Financial Services Inc 10
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 10
Community Bank, N.A. 10
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 10
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 10
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 10
Shepherd Kaplan Krochuk, Llc 10
PharVision Advisers, LLC 10
Texas Yale Capital Corp. 10
Denver Investment Advisors Llc 10
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 10
JAIVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Moderate Portfolio NAV 10
JAIUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Conservative Portfolio NAV 10
Evolution Wealth Management Inc. 10
Achmea Investment Management B.V. 10
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 10
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 10
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 10
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 10
Advance Capital I Inc 10
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 10
Argentus Capital Management, LLC 10
Trust Asset Management LLC 10
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 10
Davidson Capital Management Inc. 10
Independence Bank of Kentucky 10
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 10
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 10
NatWest Group plc 10
Trust Point Inc. 10
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 9
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 9
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 9
American Trust 9
Alerus Financial Na 9
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 9
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 9
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 9
Pekin Hardy Strauss, Inc. 9
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 9
Saba Capital Management, L.P. 9
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 9
REAP Financial Group, LLC 9
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 9
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 9
PUTNAM VARIABLE TRUST - Putnam VT Mortgage Securities Fund Class IA Shares 9
Guidance Point Advisors, LLC 9
WBLNX - WILLIAM BLAIR FUNDS - William Blair Low Duration Fund Class N 9
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 9
IWC - iSHARES TRUST - iShares Micro-Cap ETF 9
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 9
Wilkerson Advisory Group LLC 9
Phoenix Holdings Ltd. 9
Pendal Group Ltd 9
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 9
Novem Group 9
Moody Aldrich Partners Llc 9
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 9
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 9
Mesirow Financial Investment Management, Inc. 9
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 9
Donoghue Forlines LLC 9
MPS Loria Financial Planners, LLC 9
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 9
Railway Pension Investments Ltd 9
Central Pacific Bank - Trust Division 9
Hilltop National Bank 9
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 9
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 9
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 9
Otter Creek Advisors, LLC 9
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 9
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 9
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 9
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 9
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 9
Arlington Partners LLC 9
Price Wealth Management, Inc. 9
Schonfeld Group Holdings LLC 9
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 9
DC Investments Management, LLC 9
Calamos Convertible Opportunities & Income Fund 9
Institutional & Family Asset Management, Llc 9
Calamos Convertible & High Income Fund 9
BlackRock Funds V - BlackRock Emerging Markets Flexible Dynamic Bond Portfolio Investor A Shares 9
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 9
Valued Wealth Advisors LLC 9
Amplify ETF Trust - Amplify AI Powered Equity ETF 9
Havemeyer Place LP 9
Moss Adams Wealth Advisors LLC 9
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 9
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 9
Associated Banc-corp 9
University Of Texas/texas Am Investment Managment Co 9
First National Bank Of Omaha 9
Wells Fargo Utilities & High Income Fund 9
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 9
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 9
Ropes Wealth Advisors Llc 9
Ramirez Asset Management, Inc. 9
VSR Financial Services, Inc. 9
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 9
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 9
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 9
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 9
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 9
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 9
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 9
Ronald Blue & Co Llc 9
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 9
Ruggie Capital Group 9
Quadrant Private Wealth Management, LLC 9
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 9
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 9
Mcguire Capital Advisors Inc 9
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 9
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 9
Bank Of Nova Scotia Trust Co 9
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 9
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 9
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 9
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 9
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 9
PXBAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM International Bond Fund Class A 9
Thornburg Investment Management Inc 9
Hanson & Doremus Investment Management 9
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 9
Rainier Investment Management Llc 9
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 9
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 9
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 9
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 9
Aviance Capital Management, Llc 9
Usaa Etf Trust 9
Capital International Investors 9
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 9
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 9
FIFGX - FIDELITY OXFORD STREET TRUST - Fidelity SAI Inflation-Focused Fund 9
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 9
Adams Diversified Equity Fund, Inc. 9
Cornerstone Wealth Group, LLC 9
Franklin Templeton ETF Trust - Franklin Income Focus ETF 9
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 9
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 9
Portside Wealth Group, LLC 9
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 9
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 9
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 9
Kings Point Capital Management 9
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 9
Bahl & Gaynor Inc 9
New Republic Capital, LLC 9
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 9
Parsons Capital Management Inc/ri 9
Rothschild Asset Management Inc 9
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 9
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 9
New Wave Wealth Advisors Llc 9
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 9
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 9
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 9
Signature Estate & Investment Advisors Llc 9
FOINX - Tributary Funds, Inc. - Income Fund Institutional 9
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 9
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 9
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 9
Wrapmanager Inc 9
Bangor Savings Bank 9
Fidelity Oxford Street Trust II - Fidelity Commodity Strategy Central Fund 9
Prudential Global Short Duration High Yield Fund, Inc. 9
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 9
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 9
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 9
Greenwood Capital Associates Llc 9
Green Square Capital Advisors Llc 9
Old Second National Bank Of Aurora 9
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 9
Onefund, Llc 9
Horan Securities, Inc. 9
PIMGMVA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Balanced Allocation Portfolio Administrative 9
Arcus Capital Partners, LLC 9
Tributary Capital Management, LLC 9
Empower Advisory Group, LLC 9
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 9
Kalos Management, Inc. 9
Allianzgi Diversified Income & Convertible Fund 9
Arrowgrass Capital Partners (us) Lp 9
Titleist Asset Management, Llc 9
Balasa Dinverno & Foltz Llc 9
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 9
Pine Valley Investments Ltd Liability Co 9
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 9
Florida Financial Advisors, Llc 9
Frank, Rimerman Advisors LLC 9
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 9
Kera Capital Partners, Inc. 9
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 9
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 9
Everett Harris & Co /ca/ 9
Avalon Trust Co 9
Frontier Wealth Management LLC 9
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 9
Oppenheimer Integrity Funds 9
Cary Street Partners Financial Llc 9
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 9
Whipplewood Advisors, LLC 9
Barrett & Company, Inc. 9
Zebra Capital Management LLC 9
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 9
Affinity Investment Advisors, Llc 9
1015 Capital Partners, LLC 9
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 9
25 Llc 9
Quantessence Capital LLC 9
Richard Bernstein Advisors LLC 9
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 9
LVW Advisors, LLC 9
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 9
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 9
Desjardins Global Asset Management Inc. 9
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 9
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 9
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 9
Putnam ETF Trust - Putnam ESG Core Bond ETF - 9
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 9
Wcm Investment Management, Llc 9
Acrisure Capital Management, LLC 9
Lmcg Investments, Llc 9
Eisler Capital Management Ltd. 9
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 9
Herndon Capital Management Llc 9
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 9
Columbia Partners L L C Investment Management 9
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 9
Coppell Advisory Solutions Corp. 9
Rotella Capital Management, Inc. 9
Gateway Wealth Partners, LLC 9
Actinver Wealth Management, Inc. 9
Koch Industries Inc 9
Capital International Inc /ca/ 9
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 9
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 9
Millstone Evans Group, LLC 9
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 9
IPG Investment Advisors LLC 9
Mill Creek Capital Advisors, LLC 9
Smith, Moore & Co. 9
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 9
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 9
Putnam Funds Trust - Putnam Mortgage Opportunities Fund Class I 9
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 9
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 9
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 9
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 9
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 9
Strategic Investment Solutions, Inc. /IL 9
Frontier Capital Management Co Llc 9
Welch Group, LLC 9
BIT Capital GmbH 9
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio I 9
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 9
Bremer Trust National Association 9
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 9
Lingohr & Partner Asset Management GmbH 9
Highland Capital Management Lp 9
Sumitomo Life Insurance Co 9
Jackson Thornton Asset Management, Llc 9
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 9
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9
American Funds Insurance Series 9
NINE MASTS CAPITAL Ltd 9
Ssi Investment Management Llc 9
Glazer Capital, Llc 9
Commonwealth Retirement Investments LLC 9
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 9
Vanguard Capital Wealth Advisors 9
Pinnacle Wealth Management Advisory Group, LLC 9
Brasada Capital Management, Lp 9
Heartland Advisors Inc 9
Cowen And Company, Llc 9
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A 9
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 9
Oarsman Capital, Inc. 9
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 9
Nordwand Advisors, LLC 9
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 9
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 9
Vestor Capital, Llc 9
Evermay Wealth Management Llc 9
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 9
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 9
Anson Funds Management LP 9
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 9
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 9
Hanlon Investment Management, Inc. 9
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 9
Icon Wealth Partners, LLC 9
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 9
Tobam 9
MERVX - MERGER FUND VL - The Merger Fund VL 9
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 9
Pin Oak Investment Advisors Inc 9
TrimTabs Asset Management, LLC 9
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 9
Wagner Wealth Management, Llc 9
Creative Capital Management Investments LLC 9
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 9
Certified Advisory Corp 9
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 9
Raiffeisen Bank International AG 9
Stoneridge Investment Partners Llc 9
Balboa Wealth Partners 9
Livingston Group Asset Management CO (operating as Southport Capital Management) 9
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 9
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 9
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell 9
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 9
Centerpoint Advisors, LLC 9
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 9
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 9
Midwest Trust Co 9
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 9
SEMMX - ADVISORS SERIES TRUST - Semper MBS Total Return Fund Institutional Class 9
Keel Point, LLC 9
Chilton Investment Co Llc 9
Verdence Capital Advisors LLC 9
West Branch Capital LLC 9
Pathway Financial Advisors LLC 9
XML Financial, LLC 9
Alpha Windward Llc 9
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 9
Foundry Partners, LLC 9
Prosperity Consulting Group, LLC 9
Braun-Bostich & Associates Inc. 9
Uncommon Cents Investing LLC 9
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 9
Mine & Arao Wealth Creation & Management, LLC. 9
Whitebox Advisors Llc 9
JACKSON VARIABLE SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 9
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 9
Cornerstone Total Return Fund Inc 9
Cumberland Partners Ltd 9
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 9
Optas, LLC 9
Accuvest Global Advisors 9
Resonant Capital Advisors, LLC 9
Royce Value Trust Inc 9
LexAurum Advisors, LLC 9
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 9
WealthTrust Fairport, LLC 9
Whitnell & Co. 9
Czech National Bank 9
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 9
First Midwest Bank Trust Division 9
Bray Capital Advisors 9
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 9
Holistic Financial Partners 9
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 9
Baltimore-Washington Financial Advisors, Inc. 9
Redpoint Investment Management Pty Ltd 9
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 9
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 9
Pflug Koory, LLC 9
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 9
Financial Sense Advisors, Inc. 9
Industrial Alliance Investment Management Inc. 9
Ziegler Capital Management, LLC 9
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 9
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 9
Cozad Asset Management Inc 9
Chartwell Investment Partners, Llc 9
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 9
Harfst & Associates, Inc. 9
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 9
Bienville Capital Management, LLC 9
McGuire Investment Group, LLC 9
Arcadia Investment Management Corp/mi 9
Basepoint Wealth LLC 9
Osmosis Investment Management UK Ltd 9
MBEQX - M FUND INC - M International Equity Fund 9
GLBNX - Managed Portfolio Series - Great Lakes Bond Fund Institutional Class Shares 9
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 9
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 9
Cim Investment Mangement Inc 9
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 9
Glg Llc 9
Tower Bridge Advisors 9
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 9
Bell Rock Capital Llc 9
Cca Investments Trust 9
Western Asset High Yield Defined Opportunity Fund Inc. 9
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 9
Wakefield Asset Management LLLP 9
Ardsley Advisory Partners Lp 9
Gordian Capital Singapore Pte Ltd 9
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 9
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 9
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 9
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 9
Delta Investment Management, LLC 9
Nachman Norwood & Parrott, Inc 9
Linden Advisors Lp 9
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 9
CADTX - Starboard Investment Trust - Cavalier Adaptive Income Fund Institutional Class Shares 9
Nuveen Flexible Investment Income Fund 9
TopTier Wealth Management, LLC 9
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 9
SFY - Tidal ETF Trust - SoFi Select 500 ETF 9
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 9
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 9
Vicus Capital 9
Scarborough Advisors, LLC 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 9
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 9
Beirne Wealth Consulting Services, LLC 9
Dreyfus High Yield Strategies Fund 9
Corton Capital Inc. 9
River & Mercantile Asset Management Llp 9
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 9
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 9
Lansing Street Advisors 9
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 9
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 9
Networth Advisors, LLC 9
Halbert Hargrove Global Advisors, Llc 9
Personal Wealth Partners 9
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 9
Planned Solutions, Inc. 9
Thomasville National Bank 9
Empirical Asset Management, LLC 9
Oppenheimer Quest For Value Funds 9
Strategic Investment Advisors / MI 9
First Community Trust Na 9
Bnc Wealth Management, Llc 9
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 9
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 9
Wealth Enhancement Trust Services, Inc. 9
Nicholas Investment Partners, LP 9
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 9
Sage Mountain Advisors LLC 9
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 9
Monroe Bank & Trust/mi 9
GoalVest Advisory LLC 9
Nikko Asset Management Americas, Inc. 9
TriaGen Wealth Management LLC 9
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 9
Tyler-Stone Wealth Management 9
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 9
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 9
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) 9
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 9
Athena Capital Advisors Llc 9
CBOE Vest Financial, LLC 9
Jpmorgan Trust Iii 9
Options Solutions, Llc 9
PGGM Investments 9
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 9
Whalerock Point Partners, Llc 9
Curian Capital Llc 9
Kowal Investment Group, LLC 9
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 9
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 9
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 9
Hallmark Capital Management Inc 9
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 9
Advisors Capital Management, LLC 9
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 9
Shay Capital LLC 9
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 9
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 9
YHB Investment Advisors, Inc. 9
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 9
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 9
PFA Pension, Forsikringsaktieselskab 9
AXS Investments LLC 9
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 9
PRW Wealth Management LLC 9
Koss-Olinger Consulting, LLC 9
First United Bank Trust/ 9
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 9
Alaska Permanent Fund Corp 9
PIMCO Access Income Fund 9
Sierra Capital LLC 9
Williams Jones Wealth Management, LLC. 9
Ambassador Advisors, LLC 9
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 9
Invst, LLC 9
Insight Select Income Fund 9
Goelzer Investment Management, Inc. 9
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 9
KAMES CAPITAL plc 9
Bank of New Hampshire 9
Sageworth Trust Co of South Dakota 9
Strategy Asset Managers Llc 9
Campbell Multi-strategy Trust 9
Fulton Breakefield Broenniman Llc 9
Lee Danner & Bass Inc 9
Connable Office Inc 9
Manning & Napier Advisors Llc 9
Jump Trading, Llc 9
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 9
Beacon Harbor Wealth Advisors, Inc. 9
Family Firm, Inc. 9
Angeles Wealth Management, Llc 9
Matrix Trust Co 9
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 9
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 9
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 9
WealthStone, Inc. 9
Requisite Capital Management, LLC 9
Armis Advisers, LLC 9
Traynor Capital Management, Inc. 9
Hobbs Group Advisors, LLC 9
PLVTX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS International Fund Institutional Class 9
AlTi Global, Inc. 9
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 9
Henshaw Capital LLC 9
Planning Capital Management Corp 9
Waddell & Associates, Llc 9
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 9
Mosley Wealth Management 9
Westfield Capital Management Co Lp 9
Intentional Wealth Strategies, LLC 9
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 9
Intrinsic Edge Capital Management LLC 9
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 9
R&F Capital Advisors LP 9
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 9
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 9
Harbor Advisors LLC 9
Polymer Capital Management (HK) LTD 9
Norway Savings Bank 9
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 9
Etf Managers Group, Llc 9
Prescott Group Capital Management, L.l.c. 9
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 9
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 9
Doyle Wealth Management 9
CCMG - EA Series Trust - CCM Global Equity ETF 9
Wilmington Funds Management Corp 9
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 9
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 8
Ewa, Llc 8
MML Series Investment Fund II - MML Equity Fund Initial Class 8
Indivisible Partners 8
Stux Capital Management, LLC 8
SMART Wealth LLC 8
Boston Financial Mangement Llc 8
Circle Wealth Management, LLC 8
IPPP - Listed Funds Trust - Preferred-Plus ETF 8
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 8
Doliver Advisors, Lp 8
Clark Wealth Partners 8
FSC Wealth Advisors, LLC 8
Oliver Luxxe Assets LLC 8
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 8
Vivaldi Capital Management, LLC 8
Entrust Financial Llc 8
O'Neil Global Advisors, Inc. 8
Alphagen Securities Llc 8
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 8
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 8
Windsor Capital Management, LLC 8
Annex Advisory Services, LLC 8
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 8
RMR Wealth Builders 8
Filbrandt Wealth Management, LLC 8
Signition Lp 8
Farmers & Merchants Trust Co of Chambersburg PA 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 8
ICA Group Wealth Management, LLC 8
Reuter James Wealth Management, Llc 8
Cornerstone Advisors Inc 8
Kmg Fiduciary Partners, Llc 8
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 8
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 8
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 8
Winton Capital Management Ltd 8
Lee Capital Holdings LLC 8
GlobalBridge, Inc. 8
Catalytic Wealth RIA, LLC 8
Boenning & Scattergood, Inc. 8
Lakeview Capital Partners, LLC 8
Fi3 FINANCIAL ADVISORS, LLC 8
Legacy Wealth Managment, LLC/ID 8
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 8
Providence First Trust Co 8
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 8
Graypoint LLC 8
CSM Advisors, LLC 8
Bank Of The West 8
Hound Partners, LLC 8
Barnes Dennig Private Wealth Management LLC 8
Cedar Wealth Management, LLC 8
Connor Clark & Lunn Investment Management Ltd 8
Daiwa Capital Markets America Inc. 8
Cerebellum GP, LLC 8
Alpine Bank Wealth Management 8
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 8
Semmax Financial Advisors Inc. 8
Optimal Asset Management, Inc. 8
Security National Trust Co 8
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 8
1st Source Bank 8
LFA - Lugano Financial Advisors SA 8
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 8
E Fund Management (Hong Kong) Co., Ltd. 8
Transform Wealth, LLC 8
OHSDX - RBB FUND, INC. - Oakhurst Short Duration Bond Fund Institutional Shares 8
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 8
Apella Capital, LLC 8
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 8
Canton Hathaway, LLC 8
Chemistry Wealth Management LLC 8
M&g Investment Management Ltd 8
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 8
Kb Financial Partners, Llc 8
CFO4Life Group, LLC 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 8
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 8
Crescent Grove Advisors, LLC 8
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 8
Hedeker Wealth, LLC 8
Peapack Gladstone Financial Corp 8
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 8
Tradeworx Inc. 8
Columbus Circle Investors 8
OTA Financial Group L.P. 8
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 8
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 8
Coston, McIsaac & Partners 8
Banco BTG Pactual S.A. 8
FYHTX - FIDELITY OXFORD STREET TRUST - Fidelity Commodity Strategy Fund 8
Kavar Capital Partners, LLC 8
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 8
Bear Mountain Capital, Inc. 8
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 8
Quotient Wealth Partners, LLC 8
Cypress Wealth Services, LLC 8
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 8
WealthPlan Investment Management, LLC 8
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 8
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 8
Db-x Exchange-traded Funds Inc. 8
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 8
Westend Capital Management LLC 8
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 8
ClearAlpha Technologies LP 8
Joseph P. Lucia & Associates, LLC 8
Phocas Financial Corp. 8
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 8
Principle Wealth Partners Llc 8
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 8
FCSSX - FIDELITY OXFORD STREET TRUST - Fidelity Series Commodity Strategy Fund 8
Quest Investment Management Llc 8
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 8
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 8
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 8
Clarius Group, LLC 8
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 8
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 8
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 8
Purpose Unlimited Inc. 8
Resources Management Corp /ct/ /adv 8
Simmons Bank 8
Founders Capital Management 8
Bulldog Investors, LLP 8
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 8
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 8
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 8
Teton Westwood Funds 8
Seeds Investor Llc 8
Gamble Jones Investment Counsel 8
Griffin Asset Management, Inc. 8
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 8
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 8
EA Series Trust 8
Waters Parkerson & Co., Llc 8
Quattro Advisors LLC 8
OneAscent Financial Services LLC 8
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 8
Wilmington Trust, National Association 8
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 8
Canandaigua National Corp 8
Meiji Yasuda Life Insurance Co 8
IXG - iSHARES TRUST - iShares Global Financials ETF 8
Clear Investment Research, Llc 8
Fundamentun, Llc 8
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 8
Lavaca Capital Llc 8
Avalon Advisors, Llc 8
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 8
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2024 8
Cantab Capital Partners LLP 8
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 8
Wilbanks Smith & Thomas Asset Management Llc 8
Nicolet Bankshares Inc 8
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 8
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 8
Legacy Bridge, LLC 8
Dodge & Cox 8
Girard Partners Ltd. 8
Atlantic Edge Private Wealth Management, LLC 8
Nkcfo Llc 8
AUERX - Unified Series Trust - Auer Growth Fund 8
Greenline Wealth Management LLC 8
Shilanski & Associates, Inc. 8
BTG Pactual Asset Management US LLC 8
Advanced Series Trust - Ast Small-cap Growth Portfolio 8
Grimes & Company, Inc. 8
Allianzgi Convertible & Income Fund 8
Personal Capital Advisors Corp 8
Ridgewood Investments LLC 8
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 8
Intrua Financial, LLC 8
Allianzgi Convertible & Income Fund Ii 8
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 8
Obermeyer Wood Investment Counsel, Lllp 8
Dumont & Blake Investment Advisors Llc 8
Patten & Patten Inc/tn 8
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 8
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 8
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 8
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 8
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 8
Fdp Series, Inc. 8
Cordatus Wealth Management LLC 8
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 8
Principal Street Partners, LLC 8
HAP Trading, LLC 8
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 8
Factory Mutual Insurance Co 8
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 8
Dv Equities, Llc 8
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 8
RPg Family Wealth Advisory, LLC 8
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 8
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 8
Palladiem, Llc 8
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 8
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 8
W.G. Shaheen & Associates DBA Whitney & Co 8
Oasis Advisors, LLC 8
Algebris Investments (UK) LLP 8
Nicolet Advisory Services, Llc 8
TCW ETF Trust - TCW Corporate Bond ETF 8
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 8
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 8
Wealthsource Partners, Llc 8
West Michigan Advisors, Llc 8
Portus Wealth Advisors, LLC 8
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 8
Delta Lloyd Nv 8
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 8
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 8
Sompo Japan Nipponkoa Asset Management Co.,ltd. 8
Acima Private Wealth, Llc 8
Dynamic Capital Management Ltd 8
Axiom Investment Management LLC 8
Guardian Life Insurance Co Of America 8
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 8
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 8
Rockland Trust Co 8
First Trust Mortgage Income Fund 8
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 8
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 8
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 8
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 8
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 8
Key Capital Management, INC 8
Sunpointe, LLC 8
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 8
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 8
Embree Financial Group 8
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 8
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 8
First Pacific Financial 8
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 8
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 8
Westchester Capital Management, LLC 8
Cetera Trust Company, N.A 8
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 8
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 8
Coastline Trust Co 8
Fullcircle Wealth Llc 8
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 8
Tactive Advisors, LLC 8
Capital Income Builder 8
Nicholas Hoffman & Company, LLC. 8
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 8
HMS Capital Management, LLC 8
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 8
Orbis Allan Gray Ltd 8
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 8
Stonebrook Private Inc. 8
Rothschild Investment Corp /il 8
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 8
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 8
Mizuho Securities Usa Llc 8
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 8
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 8
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 8
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 8
Herold Advisors, Inc. 8
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 8
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 8
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 8
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 8
Vaughan Nelson Investment Management, L.p. 8
Medallion Wealth Advisors, LLC 8
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 8
Lyell Wealth Management, Lp 8
Ikos Cif Ltd 8
Capital CS Group, LLC 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 8
Private Wealth Partners, LLC 8
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 8
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 8
Capital International Sarl 8
McMillan Office, Inc. 8
Good Life Advisors, LLC 8
Flinton Capital Management LLC 8
Amplify ETF Trust - Amplify Digital & Online Trading ETF 8
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 8
Canada Post Corp Registered Pension Plan 8
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 8
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 8
Montecito Bank & Trust 8
Moloney Securities Asset Management, LLC 8
Valmark Advisers, Inc. 8
Lowe Wealth Advisors, LLC 8
Buck Wealth Strategies, LLC 8
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 8
TimesSquare Capital Management, LLC 8
Pinnacle Family Advisors, LLC 8
Highland Capital Management Fund Advisors, L.p. 8
Symmetry Investments LP 8
Capital Investment Advisors, LLC 8
Naples Global Advisors, Llc 8
Northwestern Mutual Investment Services Llc 8
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 8
Miles Capital, Inc. 8
West Family Investments, Inc. 8
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF 8
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 8
UMNIX - LAZARD FUNDS INC - Lazard US Short Duration Fixed Income Portfolio Institutional Shares 8
United Advisor Group, LLC 8
JJJ Advisors Inc. 8
Vermillion & White Wealth Management Group, LLC 8
Marshall & Sterling Wealth Advisors Inc. 8
HCR Wealth Advisors 8
Bridgecreek Investment Management, LLC 8
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 8
Persistent Asset Partners Ltd 8
Grey Fox Wealth Advisors, LLC 8
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 8
Ninety One North America, Inc. 8
Foster Dykema Cabot & Partners, Llc 8
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 8
Lucus Advisors Llc 8
Lowe Brockenbrough & Co Inc 8
Kiley Juergens Wealth Management, Llc 8
ShoreHaven Wealth Partners, LLC 8
Greenland Capital Management LP 8
AllSquare Wealth Management LLC 8
Seizert Capital Partners, Llc 8
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 8
Bull Harbor Capital LLC 8
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 8
Brandywine Oak Private Wealth Llc 8
Mission Wealth Management, Lp 8
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 8
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 8
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 8
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 8
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 8
Longaeva Partners L.P. 8
Northern Oak Wealth Management Inc 8
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 8
GFFIX - Gator Series Trust - Gator Financial Fund 8
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 8
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 8
Garden State Investment Advisory Services LLC 8
VCBCX - VALIC Co I - Blue Chip Growth Fund 8
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 8
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 8
Franklin Ltd Duration Income Trust 8
Clarkston Capital Partners, LLC 8
Gladius Capital Management LP 8
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 8
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 8
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 8
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 8
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 8
Aft, Forsyth & Company, Inc. 8
SYSTM Wealth Solutions LLC 8
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 8
Willingdon Wealth Management 8
Founders Financial Securities Llc 8
Hl Financial Services Llc 8
Ethos Financial Group, LLC 8
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 8
TFB Advisors LLC 8
VSM Wealth Advisory, LLC 8
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 8
BSW Wealth Partners 8
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 8
Missouri Trust & Investment Co 8
Aspiriant, Llc 8
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 8
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 8
Gargoyle Investment Advisor L.L.C. 8
FourThought Financial Partners, LLC 8
Reflection Asset Management 8
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 8
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 8
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 8
Integrity Alliance, Llc. 8
Clal Insurance Enterprises Holdings Ltd 8
Calamos Wealth Management LLC 8
One Capital Management, LLC 8
Bradley Foster & Sargent Inc/ct 8
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 8
Polaris Wealth Advisory Group, LLC 8
Resolute Advisors LLC 8
Parsec Financial Management, Inc. 8
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 8
Sittner & Nelson, Llc 8
Centurion Wealth Management LLC 8
Brookwood Investment Group LLC 8
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 8
PayPay Securities Corp 8
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 8
Callan Capital, LLC 8
MBL Wealth, LLC 8
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 8
Motiv8 Investments LLC 8
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 8
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 8
ARGI Investment Services, LLC 8
Dixon Hughes Goodman Wealth Advisors LLC 8
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 8
Dai-ichi Life Holdings, Inc. 8
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 8
IMG Wealth Management, Inc. 8
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 8
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 8
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 8
Round Rock Advisors, LLC 8
Pinebridge Investments Llc 8
Nuveen Fund Advisors, LLC 8
Axiom International Investors Llc /de 8
Orion Capital Management LLC 8
Retirement Planning Group 8
Cobiz Investment Management, Llc 8
Gyroscope Capital Management Group, Llc 8
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 8
Fairfield, Bush & Co. 8
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 8
Daymark Wealth Partners, Llc 8
First Financial Bankshares Inc 8
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 8
Clear Perspective Advisors, LLC 8
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 8
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 8
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 8
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 8
Santa Fe Partners LLC 8
Wall Street Access Asset Management, LLC 8
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 8
Main Street Financial Solutions, LLC 8
SYM FINANCIAL Corp 8
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 8
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 8
Legato Capital Management LLC 8
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 8
Saudi Central Bank 8
Armistice Capital, Llc 8
Easterly Investment Partners Llc 8
Dagco, Inc. 8
Catalyst Financial Partners Llc 8
Manchester Financial Inc 8
Gallacher Capital Management LLC 8
Aureus Asset Management, LLC 8
Monashee Investment Management LLC 8
Glenview Trust Co 8
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 8
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 8
Shufro Rose & Co Llc 8
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 8
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 8
Park National Corp /oh/ 8
Baron Silver Stevens Financial Advisors, Llc 8
Haverford Trust Co 8
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 8
Sepio Capital, LP 8
Beach Investment Counsel Inc/pa 8
Oppenheimer Capital Income Fund 8
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 8
Caerus Investment Advisors, LLC 8
Rnc Capital Management Llc 8
JDM Financial Group LLC 8
Financial Perspectives, Inc 8
CarsonAllaria Wealth Management, Ltd. 8
Sterne Agee Group, Inc. 8
Calamos Dynamic Convertible & Income Fund 8
MBM Wealth Consultants, LLC 8
Paulson Wealth Management Inc. 8
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 8
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 8
Maseco Llp 8
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 8
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 8
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 8
RMG Wealth Management LLC 8
Blackstone / Gso Long-short Credit Income Fund 8
Tema Etfs Llc 8
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 8
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 8
Abacus Planning Group, Inc. 8
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 8
GenTrust, LLC 8
May Hill Capital, LLC 8
First Trust Portfolios Lp 8
Impact Capital Partners LLC 8
LM Advisors LLC 8
Ingalls & Snyder Llc 8
Insight 2811, Inc. 8
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 8
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 8
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 8
Piscataqua Savings Bank 8
Lake Street Financial Llc 8
Santori & Peters, Inc. 8
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 8
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 8
Telemus Capital, Llc 8
SPC Financial, Inc. 8
Financial Engines Advisors L.L.C. 8
Leo Wealth, LLC 8
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 8
Busey Wealth Management 8
PFG Private Wealth Management, LLC 8
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 8
Mufg Securities Americas Inc. 8
Nilsine Partners, LLC 8
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 8
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 8
Boreal Capital Management LLC 8
Knightsbridge Asset Management, Llc 8
Heartwood Wealth Advisors LLC 8
MONTX - MONETTA TRUST - Monetta Fund 8
55i, Llc 8
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 8
Vision Financial Markets Llc 8
Garner Asset Management Corp 8
Acropolis Investment Management, LLC 8
Venture Visionary Partners LLC 8
Accent Capital Management, LLC 8
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 8
FUKOKU MUTUAL LIFE INSURANCE Co 8
Silvant Capital Management LLC 8
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 8
Turning Point Benefit Group, Inc. 8
Perennial Investment Advisors, LLC 8
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 8
Carolina Wealth Advisors, LLC 8
Rivernorth Capital Management, Llc 8
Roxbury Financial LLC 8
PIMCO Energy & Tactical Credit Opportunities Fund 8
Sovran Advisors, LLC 8
GHQIX - AMERICAN BEACON FUNDS - American Beacon Garcia Hamilton Quality Bond Fund Institutional Class 8
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 8
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderate Portfolio Class 2 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderately Conservative Portfolio Class 2 8
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 8
Little House Capital Llc 8
Powell Investment Advisors, LLC 8
Ray Gerald L & Associates Ltd 8
Volterra Technologies LP 8
Anfield Capital Management, LLC 8
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 8
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 8
Soltis Investment Advisors LLC 8
Austin Private Wealth, LLC 8
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 8
Greenspring Advisors, LLC 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Moderately Aggressive Portfolio Class 2 8
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 8
Glassy Mountain Advisors, Inc. 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 8
Bbr Partners, Llc 8
Consolidated Portfolio Review Corp 8
NWK Group, Inc. 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Aggressive Portfolio Class 2 8
Arbiter Partners Capital Management LLC 8
Sculati Wealth Management, LLC 8
Vigilare Wealth Management 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Conservative Portfolio Class 4 8
My Personal CFO, LLC 8
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 8
Union Bancaire Privee, UBP SA 8
Sabal Trust CO 8
EPG Wealth Management LLC 8
Delaware Vip Trust - Delaware Vip Value Series Standard Class 8
Bellevue Asset Management, Llc 8
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 8
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 8
Strengthening Families & Communities, LLC 8
Decker Retirement Planning Inc. 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 8
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 8
Central Bank & Trust Co 8
Pacific Capital Wealth Advisors, Inc 8
Nearwater Capital Markets, Ltd 8
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 8
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 8
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 8
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 8
Deseret Mutual Benefit Administrators 8
Hexavest Inc. 8
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 8
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 8
Wealth Quarterback LLC 8
Fort Point Capital Partners LLC 8
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 8
Jolley Asset Management, LLC 8
CWSDX - Chartwell Funds - Chartwell Short Duration Bond Fund 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 8
AlphaStar Capital Management, LLC 8
DGS Capital Management, LLC 8
Virginia Retirement System 8
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 7
Carlson Capital L P 7
Farallon Capital Management Llc 7
Oasis Management Co Ltd. 7
Temasek Holdings (Private) Ltd 7
Fortress Investment Group LLC 7
Oaktree Capital Management Lp 7
683 Capital Management, LLC 7
Osterweis Capital Management Inc 7
Southpoint Capital Advisors LP 7
Growth Fund Of America 7
Standard Life Investments LTD 7
Owl Creek Asset Management, L.P. 7
Ariel Investments, Llc 7
Shapiro Capital Management Llc 7
Amica Mutual Insurance Co 7
Harris Associates L P 7
Ctc Llc 7
Hall Laurie J Trustee 7
Altfest L J & Co Inc 7
Beach Investment Management, LLC. 7
Mairs & Power Inc 7
City Of London Investment Management Co Ltd 7
Keeley Asset Management Corp 7
Capital International Ltd /ca/ 7
Argent Capital Management Llc 7
Monetary Management Group Inc 7
SCS Capital Management LLC 7
Frontier Investment Mgmt Co 7
American Assets Investment Management, LLC 7
Pinnacle Holdings, LLC 7
Capital Directions Investment Advisors, LLC 7
Birinyi Associates Inc 7
Bragg Financial Advisors, Inc 7
Vanguard Explorer Fund 7
Chesley Taft & Associates LLC 7
Baldwin Investment Management, LLC 7
Todd Asset Management Llc 7
Douglass Winthrop Advisors, LLC 7
Main Street Research LLC 7
Reinhart Partners, Inc. 7
Northeast Investment Management 7
Sawgrass Asset Management Llc 7
First National Trust Co 7
Chelsea Counsel Co 7
Moody Lynn & Lieberson, Llc 7
LifePlan Financial Group, Inc 7
Braun Stacey Associates Inc 7
Intrepid Capital Management Inc 7
Perkins Investment Management, LLC 7
EULAV Asset Management 7
Guardian Capital Lp 7
Epoch Investment Partners, Inc. 7
Trellus Management Company, LLC 7
Delphi Management Inc /ma/ 7
Intact Investment Management Inc. 7
Supplemental Annuity Collective Trust of NJ 7
NJ State Employees Deferred Compensation Plan 7
Spinnaker Trust 7
SeaBridge Investment Advisors LLC 7
Linscomb & Williams, Inc. 7
Columbia Wanger Asset Management Llc 7
Gilman Hill Asset Management, LLC 7
Cranbrook Wealth Management, LLC 7
Deltec Asset Management Llc 7
Private Bank & Trust Co 7
Garde Capital, Inc. 7
Guyasuta Investment Advisors Inc 7
Sii Investments Inc/wi 7
Investment Centers Of America Inc 7
American Independence Financial Services LLC 7
Beck Mack & Oliver Llc 7
North Star Asset Management Inc 7
Northpointe Capital Llc 7
Carnick & Kubik, LLC 7
First Heartland Consultants, Inc. 7
Alta Advisers Ltd 7
Dividend Asset Capital, Llc 7
Cubic Asset Management, LLC 7
Community Financial Services Group, LLC 7
Field & Main Bank 7
Chase Investment Counsel Corp 7
Capital Management Associates /ny/ 7
Gw Henssler & Associates Ltd 7
Guild Investment Management, Inc. 7
Horrell Capital Management, Inc. 7
Eagle Ridge Investment Management 7
Charter Trust Co 7
Deroy & Devereaux Private Investment Counsel Inc 7
Visionary Asset Management, Inc. 7
Steinberg Global Asset Management 7
Solaris Asset Management Llc 7
Myriad Asset Management Ltd. 7
Waldron Private Wealth LLC 7
Chatham Capital Group, Inc. 7
Cutter & CO Brokerage, Inc. 7
McKinley Carter Wealth Services, Inc. 7
Gofen & Glossberg Llc /il/ 7
Hussman Strategic Advisors, Inc. 7
Cypress Capital Management LLC (WY) 7
Fort Pitt Capital Group, Llc 7
Highstreet Asset Management Inc. 7
Triangle Securities Wealth Management 7
American Research & Management Co. 7
Kwmg, Llc 7
Forte Capital Llc /adv 7
Cohen Capital Management, Inc. 7
Donald L. Hagan, LLC 7
IMS Capital Management 7
Davis R M Inc 7
First PREMIER Bank 7
Legacy Private Trust Co. 7
B & T Capital Management DBA Alpha Capital Management 7
Leith Wheeler Investment Counsel Ltd. 7
Patton Albertson Miller Group, Llc 7
Hilton Capital Management, LLC 7
Smithbridge Asset Management Inc/de 7
Pensionfund DSM Netherlands 7
Cacti Asset Management Llc 7
Df Dent & Co Inc 7
Scoggin Management Lp 7
Basso Capital Management, L.p. 7
Bard Associates Inc 7
RiverFront Investment Group, LLC 7
Homrich & Berg 7
Lehman Financial Resources, Inc. 7
Wealth Architects, LLC 7
Bedell Frazier Investment Counseling, LLC 7
Global Endowment Management, LP 7
Alpha Cubed Investments, LLC 7
Ironwood Financial, llc 7
Gratus Capital LLC 7
United Asset Strategies, Inc. 7
Comerica Securities Inc 7
Ferguson Wellman Capital Management, Inc 7
Accredited Investors Inc. 7
River Wealth Advisors LLC 7
Power Corp of Canada 7
Guinness Asset Management LTD 7
Amica Retiree Medical Trust 7
Skylands Capital, LLC 7
Mirador Capital Partners LP 7
Berkshire Asset Management Llc/pa 7
Cornerstone Investment Partners, LLC 7
Premier Asset Management Llc 7
Hills Bank & Trust Co 7
AlphaOne Investment Services, LLC 7
Loeb Partners Corp 7
RWC Asset Management LLP 7
Blue Edge Capital, LLC 7
Family Management Corp 7
Icc Capital Management Inc/ 7
Kiwi Wealth Investments Limited Partnership 7
Mraz, Amerine & Associates, Inc. 7
Columbia Asset Management 7
Stone Toro Investment Advisers, LP 7
CMT Asset Management Ltd 7
Alpha Omega Wealth Management LLC 7
Stuart Chaussee & Associates, Inc. 7
Strategic Financial Services, Inc, 7
Vivaldi Asset Management, LLC 7
Li Winifred I 7
Three Corner Global Investors LP 7
Crawford Investment Counsel Inc 7
Swiss Re Ltd 7
Donaldson Capital Management, Llc 7
Wellesley Asset Management 7
Plancorp, LLC 7
Williams Jones & Associates LLC 7
Jabre Capital Partners S.A. 7
Silicon Valley Capital Partners 7
Duquesne Family Office LLC 7
Stelac Advisory Services LLC 7
Rampart Investment Management Company, LLC 7
Euclid Advisors LLC 7
Cleararc Capital Inc 7
Fayez Sarofim & Co 7
Lebenthal Asset Management, LLC 7
ICONIQ Capital, LLC 7
Mariner Wealth Advisors-NYC, LLC 7
NuWave Investment Management, LLC 7
Jackson, Grant Investment Advisers, Inc. 7
Bridgewater Advisors Inc. 7
Stanford Investment Group, Inc. 7
Clearwater Capital Advisors, LLC 7
First Command Bank 7
First Command Financial Services, Inc. 7
Oxford Financial Group Ltd 7
Northwest Wealth Management, Llc 7
Financial Advisors Network, Inc. 7
DLD Asset Management, LP 7
Total Investment Management Inc 7
Sustainable Insight Capital Management, LLC 7
Flaharty Asset Management, LLC 7
Pacific Center for Financial Services 7
Wsfs Capital Management, Llc 7
Knights of Columbus Asset Advisors LLC 7
Israel Discount Bank of New York 7
Ahrens Investment Partners LLC 7
American Financial Network Advisory Services Llc 7
KCS Wealth Advisory 7
Rainier Investment Management Mutual Funds 7
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 7
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 7
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 7
Voya Global Advantage & Premium Opportunity Fund 7
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 7
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 7
Oppenheimer Corporate Bond Fund 7
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 7
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 7
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 7
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 7
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 7
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 7
Blackstone / Gso Strategic Credit Fund 7
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 7
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 7
Nuveen S&p 500 Buywrite Income Fund 7
Nuveen Diversified Dividend & Income Fund 7
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 7
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 7
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 7
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 7
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 7
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 7
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 7
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 7
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 7
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 7
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 7
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 7
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 7
PRIPX - T. Rowe Price Inflation Protected Bond Fund, Inc. - T. Rowe Price Inflation Protected Bond Fund, Inc. 7
Delaware Investments Dividend & Income Fund, Inc 7
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 7
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 7
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 7
Oppenheimer Global Multi-asset Growth Fund 7
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 7
Dfa Investment Trust Co - The U.s. Large Cap Value Series 7
Advent Claymore Convertible Securities & Income Fund 7
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 7
Aberdeen Global Income Fund Inc 7
Rivernorth Opportunities Fund, Inc. 7
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 7
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 7
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 7
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 7
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 7
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 7
Putnam Master Intermediate Income Trust 7
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 7
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 7
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 7
Underlying Funds Trust 7
Capstone Series Fund Inc 7
Monument Capital Management 7
PrairieView Partners, LLC 7
Northwest Capital Management Inc 7
Carmichael Hill & Associates, Inc. 7
Keystone Financial Group 7
BancorpSouth Bank 7
Lucia Wealth Services, Llc 7
Kaizen Advisory, Llc 7
Providence Capital Advisors, LLC 7
MainStreet Investment Advisors LLC 7
Pfs Investments Inc. 7
Weil Company, Inc. 7
McMahon Financial Advisors, LLC 7
Biltmore Family Office, LLC 7
Varma Mutual Pension Insurance Co 7
Blackstone / Gso Floating Rate Enhanced Income Fund 7
Hc Financial Advisors Inc 7
Chicago Capital, LLC 7
Krane Funds Advisors LLC 7
Gables Capital Management Inc. 7
Howard Capital Management Inc. 7
Chesapeake Wealth Management 7
EAM Global Investors LLC 7
Greenline Partners, LLC 7
Aj Wealth Strategies, Llc 7
Unigestion Holding SA 7
Equitable Trust Co 7
AIA Investment Management Private Ltd 7
Impax Asset Management Group plc 7
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 7
Grandview Asset Management LLC 7
Angeles Investment Advisors, LLC 7
Sargent Investment Group, LLC 7
Apexium Financial, Lp 7
Ascent Wealth Partners, LLC 7
Asahi Life Asset Management Co., Ltd. 7
Rokos Capital Management LLP 7
Meridian Wealth Advisors, LLC 7
MorganRosel Wealth Management, LLC 7
Edge Capital Group, LLC 7
Human Investing LLC 7
Gyl Financial Synergies, Llc 7
Brendel Financial Advisors LLC 7
Covenant Partners, LLC 7
BCJ Capital Management, LLC 7
Occidental Asset Management, LLC 7
Aegon Asset Management Uk Plc 7
RVW Wealth, LLC 7
Fort Sheridan Advisors Llc 7
Thor Advisors, Llc 7
Tranquility Partners, LLC 7
Osbon Capital Management Llc 7
Leap Investments Lp 7
HBW Advisory Services LLC 7
Ilmarinen Mutual Pension Insurance Co 7
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 7
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 7
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 7
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 7
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 7
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 7
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 7
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 7
ADVANCED SERIES TRUST - AST Bond Portfolio 2027 7
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 7
Advanced Series Trust - Ast Small-cap Value Portfolio 7
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 7
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 7
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 7
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 7
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 7
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 7
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 7
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 7
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 7
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 7
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 7
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 7
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 7
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 7
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 7
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 7
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 7
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 7
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 7
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 7
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 7
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 7
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 7
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 7
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 7
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 7
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 7
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 7
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 7
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 7
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 7
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 7
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 7
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 7
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 7
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 7
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 7
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 7
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 7
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 7
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 7
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 7
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 7
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 7
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 7
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 7
PIMCO FUNDS - PIMCO Mortgage and Short-Term Investments Portfolio 7
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 7
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 7
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 7
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 7
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 7
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 7
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 7
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 7
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 7
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 7
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 7
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 7
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 7
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 7
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 7
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 7
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 7
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 7
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 7
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 7
Profunds - Profund Vp Small-cap Value 7
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 7
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 7
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 7
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 7
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 7
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 7
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 7
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 7
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 7
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 7
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 7
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 7
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 7
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 7
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 7
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 7
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 7
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 7
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 7
CPI - IndexIQ ETF Trust - IQ Real Return ETF 7
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 7
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 7
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 7
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 7
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 7
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 7
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 7
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 7
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 7
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 7
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 7
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 7
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 7
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 7
HSBC FUNDS - HSBC Strategic Income Fund Class A 7
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 7
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 7
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 7
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 7
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 7
PWS - Pacer Funds Trust - Pacer WealthShield ETF 7
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 7
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 7
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 7
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 7
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 7
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 7
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 7
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 7
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 7
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 7
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 7
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 7
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 7
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 7
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 7
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 7
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 7
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 7
VCULX - VALIC Co I - Growth Fund 7
VBCVX - VALIC Co I - Systematic Value Fund 7
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 7
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 7
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 7
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 7
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 7
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 7
GMODX - GMO TRUST - GMO Opportunistic Income Fund Class VI 7
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 7
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 7
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 7
CMF - iSHARES TRUST - iShares California Muni Bond ETF 7
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 7
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 7
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 7
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 7
Red Door Wealth Management, LLC 7
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 7
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 7
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 7
Cfm Wealth Partners Llc 7
Meadow Creek Wealth Advisors Llc 7
Howard Wealth Management, Llc 7
Secure Asset Management, LLC 7
Gill Capital Partners, Llc 7
Great Diamond Partners, LLC 7
Angel Oak Financial Strategies Income Term Trust 7
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 7
ESL Trust Services, LLC 7
Horizon Bancorp Inc /in/ 7
JSF Financial, LLC 7
Game Plan Financial Advisors, LLC 7
Teamwork Financial Advisors, LLC 7
Capital Advisory Group Advisory Services, LLC 7
South Plains Financial, Inc. 7
Lionsbridge Wealth Management LLC 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 7
Stephenson National Bank & Trust 7
Maltin Wealth Management, Inc. 7
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 7
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 7
F&C Asset Management plc 7
Consolidated Planning Corp 7
Galaxy Capital Trading Ltd 7
Veracity Capital LLC 7
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 7
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 7
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 7
YieldStreet Prism Fund Inc. 7
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 7
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 7
Waterloo Capital, L.P. 7
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 7
Core Alternative Capital 7
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 7
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 7
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 7
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 7
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 7
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 7
Holloway Wealth Management, LLC 7
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 7
Platform Technology Partners 7
Mjp Associates Inc /adv 7
Black Swift Group, LLC 7
Kesler, Norman & Wride, LLC 7
Leverage Partners Absolute Return Fund SPC 7
Alta Wealth Advisors LLC 7
Mma Asset Management Llc 7
Annapolis Financial Services, LLC 7
Greystone Financial Group, LLC 7
Altus Wealth Group LLC 7
Synergy Financial Management, LLC 7
Sovereign Financial Group, Inc. 7
CoreFirst Bank & Trust 7
Standard Family Office LLC 7
Freedman Financial Associates, Inc. 7
Tacita Capital Inc 7
Safeguard Investment Advisory Group, LLC 7
Colonial River Wealth Management, LLC 7
Retirement Group, LLC 7
Robbins Farley Llc 7
44 Wealth Management Llc 7
B. Metzler seel. Sohn & Co. Holding AG 7
Firethorn Wealth Partners, Llc 7
Everhart Financial Group, Inc. 7
Systematic Alpha Investments, LLC 7
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 7
Canvas Wealth Advisors, LLC 7
Nfj Investment Group, Llc 7
Stonnington Group, Llc 7
Heartland Bank & Trust Co 7
Heritage Wealth Management, Llc 7
JTC Employer Solutions Trusteee Ltd 7
Delos Wealth Advisors, LLC 7
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 7
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 7
Five Oceans Advisors 7
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 7
US Asset Management LLC 7
Strategic Asset Management, LLC 7
Smith Group Asset Management, LLC 7
FSTQX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Developed Markets Bond Index Fund 7
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 7
Badgley Phelps Wealth Managers, LLC 7
STFGX - Advisers Investment Trust - State Farm Growth Fund 7
JB Capital LLC 7
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 7
Atlantic Private Wealth, LLC 7
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 7
Wayfinding Financial, LLC 7
Peterson Wealth Services 7
Revolve Wealth Partners, LLC 7
Wealthstream Advisors, Inc. 7
Joseph Group Capital Management 7
Stonegate Investment Group, LLC 7
Next Level Private LLC 7
Pinnbrook Capital Management Lp 7
Financial Connections Group, Inc. 7
Guardian Wealth Advisors, Llc / Nc 7
Delphia (USA) Inc. 7
Redmont Wealth Advisors Llc 7
Cardiff Park Advisors, Llc 7
Zullo Investment Group, Inc. 7
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 7
Mystic Asset Management, Inc. 7
Psagot Value Holdings Ltd. / (Israel) 7
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 7
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 7
Offit Capital Advisors Llc 7
Country Club Bank /gfn 7
Worth Asset Management, LLC 7
EHP Funds Inc. 7
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 7
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 7
Triasima Portfolio Management inc. 7
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 7
Castle Wealth Management Llc 7
Coastwise Capital Group, LLC 7
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 7
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 7
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 7
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 7
Brewin Dolphin Wealth Management Ltd 7
STRV - EA Series Trust - Strive 500 ETF 7
Global Wealth Strategies & Associates 7
Trifecta Capital Advisors, LLC 7
Hoxton Planning & Management, LLC 7
Beaumont Financial Advisors, LLC 7
Olistico Wealth, LLC 7
New England Capital Financial Advisors LLC 7
Richard W. Paul & Associates, LLC 7
Alliance Wealth Advisors, LLC /UT 7
Lodestone Wealth Management LLC 7
Arista Wealth Management, LLC 7
Ruedi Wealth Management, Inc. 7
TCNBX - FundVantage Trust - Ambrus Tax-Conscious National Bond Fund Institutional Class 7
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 7
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 7
BIP Wealth, LLC 7
SWAN Capital LLC 7
Abacus Wealth Partners, LLC 7
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 7
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 7
Kingdom Financial Group LLC. 7
Cherry Tree Wealth Management, LLC 7
CGC Financial Services, LLC 7
DecisionPoint Financial, LLC 7
Tiaa Trust, National Association 7
NEOS Investment Management LLC 7
PFS Partners, LLC 7
RSST - Tidal Trust II - Return Stacked(R) U.S. Stocks & Managed Futures ETF 7
Premier Path Wealth Partners, LLC 7
Tritonpoint Wealth, Llc 7
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 7
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 7
Private Client Services, Llc 7
Northwest Financial Advisors 7
BOCHK Asset Management Ltd 7
Whalen Wealth Management Inc. 7
Evernest Financial Advisors, LLC 7
SIH Partners, LLLP 7
Degroof Petercam Asset Management 7
Canopy Partners, LLC 7
Main Street Group, LTD 7
Clayton Financial Group LLC 7
Proathlete Wealth Management Llc 7
Sierra Summit Advisors Llc 7
Transcendent Capital Group LLC 7
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 7
Fairman Group, LLC 7
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 7
Financial Synergies Wealth Advisors, Inc. 7
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 7
Fairway Wealth LLC 7
M&G Plc 7
Absolute Gestao de Investimentos Ltda. 7
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 7
Pathway Financial Advisers, LLC 7
SRN Advisors, LLC 7
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 7
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 7
Wall Street Financial Group, Inc. 7
Fairfield Financial Advisors, LTD 7
Ariadne Wealth Management, LP 7
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 7
EHLS - Tidal Trust II - Even Herd Long Short ETF 7
Net Worth Advisory Group 7
Painted Porch Advisors LLC 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 7
Westmount Partners, LLC 7
Avanza Fonder AB 7
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 7
Longboard Asset Management, LP 7
Silphium Asset Management Ltd 7
Bank of Jackson Hole Trust 7
Riverbend Wealth Management, LLC 7
Kiker Wealth Management, LLC 7
Bryce Point Capital, LLC 7
Optimize Financial Inc 7
Triglav Skladi, D.o.o. 7
Reyes Financial Architecture, Inc. 7
Leigh Baldwin & Co., Llc 7
Accredited Wealth Management, LLC 7
Mpwm Advisory Solutions, Llc 7
Wood Tarver Financial Group, LLC 7
Mascagni Wealth Management, Inc. 7
PMC FIG Opportunities LLC 7
QTR Family Wealth, LLC 7
Binnacle Investments Inc 7
Ransom Advisory, Ltd 7
Militia Capital Partners, LP 7
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 7
Ag2r La Mondiale Gestion D'actifs 7
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 7
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 7
Credential Qtrade Securities Inc. 7
ENDW - EA Series Trust - Cambria Endowment Style ETF 7
Winnow Wealth Llc 7
Burk Holdings LLC 7
Summit Wealth Group Llc / Co 7
National Philanthropic Trust 7
Anchyra Partners Llc 7
Ballast Rock Private Wealth LLC 7
Fideuram - Intesa Sanpaolo Private Banking S.p.a. 7
Core Wealth Advisors, Llc 7
Meramec Financial Planners, LLC 7
Napier Financial, LLC 7
IFC & Insurance Marketing, Inc. 7
Advocate Investing Services LLC 7
PCM Encore, LLC 7
Odyssean, LLC 7
Garton & Associates Financial Advisors LLC 7
Merited Wealth, LLC 7
Bravera Wealth 7
Vision Retirement, LLC 7
Capitolis Liquid Global Markets Llc 7
Core Wealth Advisors, Inc. 6
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 6
Curi Wealth Management, LLC 6
Laurel Oak Wealth Management, Llc 6
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 6
NorthAvenue LLC 6
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 6
Concentric Capital Strategies, LP 6
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 6
BLPIX - Profunds - Bull Profund Investor Class 6
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 6
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND 6
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 6
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 6
Ahl Investment Management, Inc. 6
SVPIX - Profunds - Small-cap Value Profund Investor Class 6
SLIM - Janus Detroit Street Trust - The Obesity ETF 6
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 6
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 6
Sterneck Capital Management, LLC 6
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 6
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 6
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 6
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 6
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 6
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 6
ULPIX - Profunds - Ultrabull Profund Investor Class 6
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 6
BridgePort Financial Solutions, LLC 6
Stock Yards Bank & Trust Co 6
Iberiabank Corp 6
Sparta 24 Ltd. 6
Western Asset Diversified Income Fund 6
Strategic Advisors LLC 6
Dreyfus Manager Funds I 6
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 6
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 6
Team Financial Group, LLC 6
Smith Affiliated Capital Corp. 6
Quotient Investors, LLC 6
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 6
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 6
Kerrisdale Advisers, LLC 6
Harvest Capital Strategies LLC 6
Litman Gregory Asset Management LLC 6
Ballast Advisors Llc 6
Horizon Financial Services, Llc 6
Income Insurance Ltd 6
Dougherty Wealth Advisers LLC 6
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 6
LVPIX - Profunds - Large-cap Value Profund Investor Class 6
Horizon Wealth Management, LLC 6
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 6
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 6
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 6
Dowling & Yahnke Llc 6
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 6
Parnassus Investments /ca 6
Chiron Capital Management, Llc 6
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 6
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 6
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 6
CHURCHILL MANAGEMENT Corp 6
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 6
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 6
PGIM Short Duration High Yield Opportunities Fund 6
CT Financial Advisors LLC 6
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 6
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 6
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 6
DSC Advisors, L.P. 6
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 6
Hohimer Wealth Management, Llc 6
Radnor Capital Management, LLC 6
Allen Mooney & Barnes Investment Advisors LLC 6
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 6
Patriot Investment Management Inc. 6
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 6
Vanguard National Trust Co 6
Laidlaw Wealth Management LLC 6
RHJ International SA 6
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 6
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 6
EFG Asset Management (Americas) Corp. 6
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 6
Blueprint Investment Partners LLC 6
Dimension Capital Management Llc 6
Summitry Llc 6
Yeomans Consulting Group, Inc. 6
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 6
Corrado Advisors, Llc 6
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 6
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 6
Sumitomo Mitsui Financial Group, Inc. 6
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 6
Jnl Strategic Income Fund Llc 6
Rachor Investment Advisory Services, LLC 6
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 6
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 6
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 6
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 6
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 6
Putney Financial Group LLC 6
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 6
HighVista Strategies LLC 6
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 6
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 6
Sound View Wealth Advisors Group, LLC 6
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 6
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 6
Oak Ridge Investments Llc 6
Chiron Investment Management, LLC 6
Spdr S&p 500 Etf Trust 6
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 6
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 6
Visionary Horizons, LLC 6
Liberty Capital Management, Inc. 6
Atlas Brown,Inc. 6
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 6
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 6
Horan Capital Advisors, LLC. 6
Boston Provident, L.p. 6
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 6
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 6
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 6
Mfs Special Value Trust 6
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 6
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C 6
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 6
Tri-continental Corp 6
Leisure Capital Management 6
Astoria Portfolio Advisors LLC. 6
Baldrige Asset Management LLC 6
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 6
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 6
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 6
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 6
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 6
Oppenheimer Global Multi-asset Income Fund 6
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 6
Centric Wealth Management 6
Eaton Vance Tax-managed Global Diversified Equity Income Fund 6
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 6
Profunds - Profund Vp Large-cap Value 6
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 6
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 6
Foster & Motley Inc 6
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 6
Twin Focus Capital Partners, Llc 6
Jacobus Wealth Management, Inc. 6
Talon Private Wealth, LLC 6
CI Global Investments Inc. 6
Cedar Brook Financial Partners, LLC 6
Pinpoint Asset Management (Singapore) Pte. Ltd. 6
Align Financial, LLC 6
Davidson Trust Co 6
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 6
UNIVEST FINANCIAL Corp 6
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 6
Searle & Co. 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 6
Foresters Investment Management Company, Inc. 6
Bnp Paribas 6
Wealthbridge Capital Management, Llc 6
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 6
Profunds - Profund Vp Bull 6
Great Lakes Retirement, Inc. 6
Profunds - Profund Vp Ultrabull 6
Jag Capital Management, Llc 6
Hnp Capital Llc 6
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 6
Oxford Wealth Group, LLC 6
Sather Financial Group Inc 6
Icapital Wealth Llc 6
Burns Matteson Capital Management, LLC 6
Telos Capital Management, Inc. 6
Pointe Capital Management LLC 6
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 6
Geduld E E 6
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 6
Wharton Business Group, LLC 6
Blue Sparrow, LLC /DE 6
Meyer Handelman Co 6
One River Asset Management, LLC 6
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 6
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 6
PAX Financial Group, LLC 6
Drucker Wealth 3.0, LLC 6
BKM Wealth Management, LLC 6
Marco Investment Management Llc 6
Condor Capital Management 6
Eisler Capital (UK) Ltd. 6
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 6
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 6
Jamison Private Wealth Management, Inc. 6
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 6
FLDBX - Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 6
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 6
British Airways Pensions Investment Management Ltd 6
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 6
OmniStar Financial Group, Inc. 6
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 6
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 6
Brio Consultants, LLC 6
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 6
Investor's Fiduciary Advisor Network, LLC 6
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 6
LJI Wealth Management, LLC 6
Dfa Investment Trust Co - The Emerging Markets Series 6
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 6
Atlas Private Wealth Management 6
Quilter Plc 6
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 6
Channel Wealth Llc 6
Templeton Global Income Fund 6
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 6
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 6
Kepos Capital LP 6
LOM Asset Management Ltd 6
Mfs Intermediate High Income Fund 6
Moreno Evelyn V 6
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 6
Topsail Wealth Management, LLC 6
Thoroughbred Financial Services, Llc 6
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 6
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 6
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 6
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 6
Confluence Investment Management Llc 6
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 6
Diversified Management Inc 6
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 6
Fusion Capital, LLC 6
First Financial Bank - Trust Division 6
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 6
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 6
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 6
Mill Capital Management, LLC 6
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 6
Primecap Management Co/ca/ 6
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 6
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 6
SSO - PROSHARES TRUST - ProShares Ultra S&P500 6
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 6
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 6
Periscope Capital Inc. 6
Saxon Interests, Inc. 6
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 6
Pentwater Capital Management LP 6
Waterfront Wealth Inc. 6
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 6
Orrstown Financial Services Inc 6
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 6
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 6
Shikiar Asset Management Inc 6
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 6
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 6
TBH Global Asset Management, LLC 6
Laurel Wealth Advisors, Inc. 6
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 6
DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C 6
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 6
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 6
Vista Wealth Management Group, LLC 6
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 6
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 6
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 6
TRB Wealth Management, LLC 6
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 6
Allium Financial Advisors, Llc 6
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 6
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 6
Peregrine Capital Management Llc 6
Massar Capital Management, LP 6
Neville Rodie & Shaw Inc 6
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 6
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 6
Oslo Pensjonsforsikring AS 6
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 6
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 6
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 6
Princeton Capital Management Llc 6
Brand Asset Management Group, Inc. 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 6
America First Investment Advisors, LLC 6
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 6
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 6
Tiaa Cref Trust Co Fsb/mo 6
Klingenstein Fields & Co Lp 6
Jarislowsky, Fraser Ltd 6
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 6
Ghisallo Capital Management LLC 6
Efficient Market Advisors, LLC 6
Israel Discount Bank Of New York /gfn 6
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 6
Isthmus Partners, Llc 6
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 6
Nikulski Financial, Inc. 6
FSM Wealth Advisors, LLC 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 6
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 6
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 6
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 6
PNC Managed Account Solutions, Inc. 6
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 6
Rede Wealth, LLC 6
Davlin Philanthropic Funds 6
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 6
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 6
GLOBALT Investments LLC / GA 6
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 6
Regatta Capital Group, Llc 6
Redwood Park Advisors LLC 6
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 6
Tairen Capital Ltd 6
Peterson Financial Group, Inc. 6
SOL Capital Management CO 6
Punch & Associates Investment Management, Inc. 6
Voisard Asset Management Group, Inc. 6
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 6
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 6
Quantum Financial Advisors, LLC 6
Graves-Light Private Wealth Management, Inc. 6
W Advisors, Llc 6
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 6
Redwood Investments, LLC 6
North Reef Capital Management LP 6
POM Investment Strategies, LLC 6
Rossmore Private Capital 6
Traphagen Investment Advisors Llc 6
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 6
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 6
Kettle Hill Capital Management, Llc 6
Altman Advisors, Inc. 6
New Covenant Trust Company, N.A. 6
Special Opportunities Fund, Inc. 6
Canal Capital Management, LLC 6
TD Securities (USA) LLC 6
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 6
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 6
Fairscale Capital, LLC 6
Stock Portfolio - Stock Portfolio 6
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 6
Menora Mivtachim Holdings Ltd. 6
Islet Management, LP 6
Parametric Risk Advisors LLC 6
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 6
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 6
Western Pacific Wealth Management, LP 6
Beaumont Financial Partners, LLC 6
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 6
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 6
Proffitt & Goodson Inc 6
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 6
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 6
Pinz Capital Management, LP 6
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 6
Alliance Wealth Advisors, LLC 6
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 6
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 6
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 6
Legacy Capital Wealth Partners, LLC 6
Blackstone / Gso Senior Floating Rate Term Fund 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 6
SG Trading Solutions, LLC 6
Firestone Capital Management 6
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 6
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 6
Evelyn Partners Investment Management Services Ltd 6
Usca All Terrain Fund 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 6
Altium Wealth Management LLC 6
West Bancorporation Inc 6
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 6
Anb Bank 6
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 6
Means Investment Co., Inc. 6
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 6
Bingham Private Wealth, Llc 6
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 6
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 6
Eidelman Virant Capital 6
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 6
Wright Managed Equity Trust 6
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 6
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 6
Lockheed Martin Investment Management Co 6
Tobias Financial Advisors, Inc. 6
Point View Wealth Management, Inc. 6
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 6
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 6
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 6
Echo Street Capital Management LLC 6
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 6
Atlanta Consulting Group Advisors, LLC 6
Welch & Forbes Llc 6
Palladium Partners Llc 6
Maridea Wealth Management LLC 6
denkapparat Operations GmbH 6
Mechanics Bank Trust Department 6
Seven Mile Advisory 6
Courier Capital Llc 6
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 6
Ignite Planners, LLC 6
Pioneer High Income Trust 6
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 6
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 6
Select Equity Group, L.P. 6
AlphaCentric Advisors LLC 6
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 6
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 6
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 6
Springhouse Capital Management, LP 6
LINVGR - First Investors Life Series Funds - First Investors Life Series Investment Grade Fund 6
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 6
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 6
China Fund Inc 6
Lourd Capital, LLC 6
Krs Capital Management, Llc 6
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 6
Bank of Marin 6
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 6
1st Global Advisors, Inc. 6
Zazove Associates Llc 6
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 6
Linden Thomas Advisory Services, LLC 6
Kinneret Advisory, LLC 6
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 6
First National Corp /ma/ /adv 6
Graney & King, LLC 6
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 6
Nuveen Nasdaq 100 Dynamic Overwrite Fund 6
Armbruster Capital Management, Inc. 6
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 6
Carrera Capital Advisors 6
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 6
Crowley Wealth Management, Inc. 6
Clifford Swan Investment Counsel Llc 6
PGIJX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Short Duration Multi-Sector Bond Fund C 6
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 6
Allred Capital Management, LLC 6
Guardian Partners Inc. 6
VEGN - ETF Series Solutions - US Vegan Climate ETF 6
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 6
Compass Wealth Management LLC 6
Motley Fool Asset Management LLC 6
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 6
qPULA Trading Management LP 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 6
Douglas Lane & Associates, LLC 6
Perennial Advisors, LLC 6
Hunting Hill Global Capital, LLC 6
Probity Advisors, Inc. 6
Cambient Family Office, Llc 6
Birch Hill Investment Advisors LLC 6
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 6
Gwn Securities Inc. 6
Turner Funds 6
one8zero8, LLC 6
Cidel Asset Management Inc 6
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 6
Delphi Private Advisors LLC 6
Raab & Moskowitz Asset Management LLC 6
WP Advisors, LLC 6
Atala Financial Inc 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 6
Osborn Rohs Williams & Donohoe Ltd 6
Trivest Advisors Ltd 6
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 6
Godsey & Gibb Associates 6
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 6
Sunflower Bank, N.A. 6
Karlinski Andrew C 6
Comprehensive Financial Consultants Institutional, Inc. 6
M1 Capital Management LLC 6
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 6
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 6
Karpus Management, Inc. 6
Exchange Capital Management, Inc. 6
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 6
TIAA Wealth Investment Management LLC 6
Gould Asset Management Llc /ca/ 6
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 6
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 6
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 6
Fortem Financial Group, Llc 6
BRC Investment Management LLC 6
Peregrine Asset Advisers, Inc. 6
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 6
Clare Market Investments LLC 6
SLT Holdings LLC 6
Coordinated Financial Services, Inc. 6
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 6
Fiduciary Financial Group, Llc 6
Limestone Investment Advisors LP 6
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 6
Integrity Financial Corp /WA 6
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 6
ABLE Financial Group, LLC 6
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 6
B. Riley Financial, Inc. 6
O'ROURKE & COMPANY, Inc 6
Mfs Intermarket Income Trust I 6
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 6
Pitcairn Wealth Advisors LLC 6
Zwj Investment Counsel Inc 6
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 6
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 6
Beech Hill Advisors, Inc. 6
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 6
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 6
True North Advisors, LLC 6
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 6
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 6
Rocky Mountain Advisers, Llc 6
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 6
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 6
Exos TFP Holdings LLC 6
Fpc Investment Advisory, Inc. 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 6
Dreyfus Treasury & Agency Cash Management 6
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 6
Mount Lucas Management LP 6
Amerivest Investment Management LLC 6
Fiduciary Family Office, Llc 6
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 6
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 6
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 6
Jackson Wealth Management, LLC 6
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 6
Blackhawk Capital Partners LLC. 6
GATEX - Gateway Trust - Gateway Fund Class A Shares 6
RVRB - ADVISORS SERIES TRUST - Reverb ETF 6
Sherman Asset Management, Inc. 6
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 6
Coastal Capital Group, Inc. 6
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 6
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 6
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 6
Hcim Trust 6
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 6
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 6
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 6
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 6
RCFIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Core Taxable Bond Fund - Institutional Class Shares 6
Klingman & Associates, LLC 6
Horizons Etf Trust I 6
Bard Financial Services, Inc. 6
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 6
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 6
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 6
Risk Paradigm Group, LLC 6
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 6
Context Capital Management, LLC 6
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 6
Hoover Financial Advisors, Inc. 6
Octavia Wealth Advisors, LLC 6
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 6
FLP Wealth Management, LLC 6
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 6
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 6
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 6
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 6
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 6
Vanguard Windsor Funds 6
Davidson Investment Advisors 6
MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A 6
Insight Advisors, LLC/ PA 6
Ameliora Wealth Management Ltd. 6
NLB Skladi, upravljanje premozenja, d.o.o. 6
AdvisorShares Investments LLC 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 6
De Burlo Group Inc 6
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund 6
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 6
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 6
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 6
National Wealth Management Group, LLC 6
VSTIX - VALIC Co I - Stock Index Fund 6
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 6
Barrett Asset Management, LLC 6
Keeley-Teton Advisors, LLC 6
Ntv Asset Management Llc 6
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 6
PUREfi Wealth, LLC 6
Old North State Trust, LLC 6
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 6
Dreyfus Institutional Reserves Funds 6
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 6
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 6
Tdam Usa Inc. 6
Ssga Master Trust 6
Marcum Wealth, LLC 6
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 6
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 6
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 6
Harold Davidson & Associates Inc. 6
Private Capital Advisors, Inc. 6
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 6
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 6
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 6
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 6
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 6
Horst & Graben Wealth Management LLC 6
Acumen Wealth Advisors, LLC 6
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 6
ASB Consultores, LLC 6
Lbmc Investment Advisors, Llc 6
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 6
PACIFIC SELECT FUND - Equity Index Portfolio Class I 6
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 6
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 6
Comprehensive Financial Planning, Inc./PA 6
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 6
Fosun International Ltd 6
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 6
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 6
Uhlmann Price Securities, Llc 6
Integre Asset Management, LLC 6
9258 Wealth Management, LLC 6
RBB FUND, INC. - Adara Smaller Companies Fund 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 6
Himco Variable Insurance Trust 6
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 6
Tiedemann Advisors, Llc 6
Sfmg, Llc 6
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 6
Harvest Investment Advisors, LLC 6
Evelyn Partners Investment Management LLP 6
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 6
Victory Financial Group, Llc 6
Advanced Portfolio Management, LLC 6
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 6
Hager Investment Management Services, Llc 6
Cheviot Value Management, LLC 6
Integrity Advisory Solutions, LLC 6
Tuscan Ridge Asset Management Llc 6
Menard Financial Group LLC 6
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 6
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
Financial Life Planners 6
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 6
Ruffer LLP 6
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 6
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 6
Midwest Professional Planners, LTD. 6
Cupps Capital Management, LLC 6
Dalton Greiner Hartman Maher & Co 6
Banyan Partners, LLC 6
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 6
Shepherd Financial Partners LLC 6
State of New Jersey Common Pension Fund A 6
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 6
First Citizens Financial Corp 6
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 6
Elk River Wealth Management, LLC 6
Winthrop Advisory Group LLC 6
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 6
Crews Bank & Trust 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 6
Fs Credit Income Fund 6
Catalina Capital Group, LLC 6
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 6
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 6
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 6
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 6
MASTERINVEST Kapitalanlage GmbH 6
Baron Wealth Management LLC 6
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 6
Blue Square Asset Management, Llc 6
SeaTown Holdings Pte. Ltd. 6
Richardson Capital Management LLC 6
Think Investments LP 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 6
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 6
Endeavor Private Wealth, Inc. 6
Abner Herrman & Brock Llc 6
Genesis Private Wealth, Llc 6
Highland Private Wealth Management 6
Lynx Investment Advisory 6
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 6
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 6
Astrantus Ltd 6
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 6
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 6
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 6
Strategic Financial Concepts, LLC 6
Monarch Partners Asset Management LLC 6
First National Bank Sioux Falls 6
Longview Financial Advisors LLC 6
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 6
Forward Management, LLC 6
Phoenix Wealth Advisors 6
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 6
Buckingham Capital Management Inc 6
NOLVX - Northern Funds - Northern Large Cap Value Fund 6
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 6
Securian Funds Trust - SFT Index 500 Fund Class 1 6
Matrix Private Capital Group Llc 6
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 6
WBRRX - WILLIAM BLAIR FUNDS - William Blair Income Fund Class N 6
Mitchell Capital Management Co 6
GM Advisory Group, Inc. 6
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 6
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 6
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 6
Pines Wealth Management, LLC 6
Oak Associates Ltd /oh/ 6
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 6
NOLCX - Northern Funds - Northern Large Cap Core Fund 6
Discovery Capital Management, Llc / Ct 6
Stablepoint Partners, LLC 6
San Luis Wealth Advisors LLC 6
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 6
Payden & Rygel 6
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 6
Advocacy Wealth Management Services, LLC 6
Maryland Capital Advisors Inc. 6
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 6
Chapin Davis, Inc. 6
Northwest Investment Counselors, Llc 6
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 6
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 6
Sand Hill Global Advisors, LLC 6
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 6
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 6
Capricorn Fund Managers Ltd 6
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 6
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 6
VitalStone Financial, LLC 6
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 6
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 6
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 6
Dixon Hubard Feinour & Brown Inc/va 6
Latitude Advisors, LLC 6
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 6
Relyea Zuckerberg Hanson LLC 6
Fiduciary Group LLC 6
Modus Advisors, LLC 6
Aristides Capital LLC 6
Howard Financial Services, Ltd. 6
Hoey Investments, Inc 6
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 6
Defiance ETFs, LLC 6
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 6
Jessup Wealth Management, Inc 6
Becker Capital Management Inc 6
Basswood Capital Management, L.l.c. 6
PENN SERIES FUNDS INC - Index 500 Fund 6
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 6
Graticule Asia Macro Advisors LLC 6
Oddo Bhf Asset Management Sas 6
Pzena Investment Management Llc 6
Goldstein Advisors, LLC 6
Clough Global Equity Fund 6
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 6
Exxonmobil Investment Management Inc /tx 6
Burke & Herbert Bank & Trust Co 6
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 6
Berger Financial Group, Inc 6
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 6
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 6
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 6
Walkner Condon Financial Advisors LLC 6
Passport Capital, LLC 6
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 6
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 6
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 6
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 6
Nicholas Company, Inc. 6
Kiely Wealth Advisory Group, Inc. 6
BKD Wealth Advisors, LLC 6
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 6
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 6
NB Crossroads Private Markets Access Fund LLC 6
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 6
Maple Securities Usa Inc 6
Naviter Wealth, LLC 6
Burgundy Asset Management Ltd. 6
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 6
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 6
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 6
Jacobs Asset Management, Llc 6
Northwest Bancshares, Inc. 6
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 6
BlackRock Funds V - BlackRock U.S. Government Bond Portfolio Investor A Shares 6
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 6
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 6
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 6
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 6
Texas Capital Bancshares Inc/tx 6
Pitti Group Wealth Management, LLC 6
MD Financial Management Inc. 6
BlackRock Variable Series Funds II, Inc. - BlackRock U.S. Government Bond V.I. Fund Class I 6
Coe Capital Management, LLC 6
Cypress Capital, LLC 6
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 6
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 6
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 6
Financial Enhancement Group LLC 6
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 6
Cape Ann Savings Bank 6
Safeguard Financial, LLC 6
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 6
Centennial Bank/AR/ 6
Barr E S & Co 6
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 6
Objective Capital Management, LLC 6
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 6
MONECO Advisors, LLC 6
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 6
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 6
Allen Capital Group, LLC 6
Nvest Wealth Strategies, Inc. 6
Wade G W & Inc 6
Fulcrum Capital LLC 6
Ballew Advisors, Inc 6
Surevest, LLC 6
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 6
Flagship Private Wealth, LLC 6
First Business Financial Services, Inc. 6
Qvr Llc 6
McGlone Suttner Wealth Management, Inc. 6
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 6
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 6
Sovarnum Capital L.p. 6
Tower View Investment Management & Research LLC 6
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 6
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 6
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 6
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 6
New Hampshire Trust 6
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 6
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 6
PPM Funds - PPM Floating Rate Income Fund (Inst) 6
NOSIX - Northern Funds - Northern Stock Index Fund 6
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 6
Quent Long Short Global Small Cap Fund, LP 6
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 6
McCarthy Asset Management, Inc. 6
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 6
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 6
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 6
Signature Wealth Management Group 6
DBSCX - DoubleLine Funds Trust - Doubleline Selective Credit Fund Class I 6
E&G Advisors, LP 6
Fernwood Investment Management, LLC 6
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 6
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 6
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 6
Kingdon Capital Management, L.l.c. 6
Koesten, Hirschmann & Crabtree, INC. 6
McClarren Financial Advisors, Inc. 6
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 6
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 6
MRP Capital Investments, LLC 6
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 6
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 6
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 6
Jnl Series Trust - Jnl/jpmorgan Us Government & Quality Bond Fund (a) 6
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 6
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 6
Ghe, Llc 6
PointState Capital LP 6
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 6
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 6
AQINX - AQR Funds - AQR International Equity Fund Class N 6
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 6
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 6
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 6
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 6
Delap Wealth Advisory, Llc 6
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 6
Central Asset Investments & Management Holdings (HK) Ltd 6
Edgemoor Investment Advisors, Inc. 6
D. Scott Neal, Inc. 6
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 6
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 6
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 6
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II 6
Segment Wealth Management, LLC 6
Aries Wealth Management 6
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 6
Meristem Family Wealth, LLC 6
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 6
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 6
Crumly & Associates Inc. 6
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 6
Owen LaRue, LLC 6
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 6
Canandaigua National Trust Co of Florida 6
Bank of Kentucky, Inc. 6
McNamara Financial Services, Inc. 6
Security National Bank 6
Close Asset Management Ltd 6
B, B, H, & B Inc. 6
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 6
Garda Capital Partners Lp 6
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 6
Mainstream Capital Management LLC 6
Bank Hapoalim Bm 6
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 6
MeadowBrook Investment Advisors LLC 6
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 6
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 6
Global Financial Private Capital, LLC 6
Prostatis Group LLC 6
Turim 21 Investimentos Ltda. 6
Investors Asset Management Of Georgia Inc /ga/ /adv 6
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 6
Golden Green, Inc. 6
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 6
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 6
Werba Rubin Papier Wealth Management 6
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 6
Lafayette Investments, Inc. 6
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 6
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 6
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 6
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 6
Hara Capital LLC 6
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 6
TruNorth Capital Management, LLC 6
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 6
Telemetry Investments, L.L.C. 6
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 6
Clarfeld Financial Advisors, Llc 6
Financial Freedom, LLC 6
Aprio Wealth Management, LLC 6
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 6
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 6
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 6
Third Point LLC 6
Capital Square, LLC 6
Noesis Capital Mangement Corp 6
Wellspring Financial Advisors, LLC 6
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 6
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 6
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 6
Apollo Management Holdings, L.P. 6
Lifestyle Asset Management, Inc. 6
Ckw Financial Group 6
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 6
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 6
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 6
Alphasimplex Group, Llc 6
Holderness Investments Co 6
Avenue Income Credit Strategies Fund 6
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 6
Paladin Wealth, LLC 6
Mattson Financial Services, LLC 6
Southeast Asset Advisors Inc. 6
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 6
Intesa Sanpaolo S.p.a. 6
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 6
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 6
Gierl Augustine Investment Management Inc 6
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 6
Mizuho Securities Co. Ltd. 6
LGT Fund Management Co Ltd. 6
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 6
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 6
Johnson Financial Group, LLC 6
Ackerman Capital Advisors, LLC 6
Ferris Capital, Llc 6
Surience Private Wealth Llc 6
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 6
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 6
Sunrise Financial Services, LLC 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 6
Kellner Capital, LLC 6
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 6
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 6
Journey Advisory Group, LLC 6
Mainstay Capital Management Llc /adv 6
Sentinel Trust Co Lba 6
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 6
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 6
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 6
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 6
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 6
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 6
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 6
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 6
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 6
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 6
FormulaFolio Investments, LLC 6
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 6
Baxter Bros Inc 6
Viewpoint Capital Management LLC 6
Hightower 6M Holding, LLC 6
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 6
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 6
Tiaa-cref Individual & Institutional Services, Llc 6
Evanson Asset Management, LLC 6
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 6
OLCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term California Municipal Fund Class A 6
Iron Horse Wealth Management, LLC 6
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 6
Wealthgarden F.s. Llc 6
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 6
Caisse Des Depots Et Consignations 6
HTLF Bank 6
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 6
Nixon Peabody Trust Co 6
Naples Money Management LLC 6
Daytona Street Capital LLC 6
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 6
Kingfisher Capital LLC 6
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 6
Burleson & Company, LLC 6
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 6
Brown Financial Advisors 6
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 6
NCP Inc. 6
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 6
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 6
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 6
Aspen Investment Management Inc 6
Pillar Pacific Capital Management Llc 6
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 6
Navalign, LLC 6
Nalls Sherbakoff Group, Llc 6
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 6
Beutel, Goodman & Co Ltd. 5
Eschler Asset Management LLP 5
SFG Wealth Management, LLC. 5
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 5
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 5
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 5
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 5
Fma Advisory Inc 5
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 5
Farmers & Merchants Trust Co of Long Beach 5
KAMES CAPITAL management Ltd 5
Rothschild Capital Partners, LLC 5
CRA Financial Services, LLC 5
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 5
LifePlan Investment Advisors, Inc. 5
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 5
RKL Wealth Management LLC 5
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 5
MFA Wealth Services 5
Summit Wealth & Retirement Planning, Inc. 5
Stonebridge Financial Group, LLC / MO 5
Putnam High Income Securities Fund 5
Davidson Kempner Capital Management Lp 5
Legacy Edge Advisors, LLC 5
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 5
Western Financial Corp/CA 5
Dreyfus Institutional Liquidity Funds 5
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 5
Boys Arnold & Co Inc 5
Taylor Wealth Management Partners 5
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 5
BTC Capital Management, Inc. 5
Pt Asset Management, Llc 5
Kepler Cheuvreux (Suisse) SA 5
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 5
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 5
Militia Capital Management LLC 5
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 5
Kolinsky Wealth Management, LLC 5
Citizens National Bank Trust Department 5
Ally Financial Inc. 5
Prentice Wealth Management LLC 5
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 5
Xcel Wealth Management, LLC 5
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 5
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 5
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 5
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 5
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 5
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 5
Wells Trecaso Financial Group, LLC 5
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 5
Thrivent Core Funds - Thrivent Core International Equity Fund 5
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 5
Gunderson Capital Management Inc. 5
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 5
Econ Financial Services Corp 5
Redwood Wealth Management Group, LLC 5
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 5
Chemung Canal Trust Co 5
LMR Master Fund Ltd 5
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 5
Blackrock Master Llc 5
PENN SERIES FUNDS INC - Large Core Value Fund 5
Mmbg Investment Advisors Co. 5
Glg Inc. 5
Forza Wealth Management, LLC 5
Milestone Asset Management, Llc 5
Franklin Universal Trust 5
Beck Bode, LLC 5
Orleans Capital Management Corp/la 5
B.O.S.S. Retirement Advisors, LLC 5
Claymore Exchange-traded Fund Trust 2 5
BTG Pactual Global Asset Management Ltd 5
Aft, Forsyth & Sober, LLC 5
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 5
Greenhaven Associates Inc 5
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 5
Verity & Verity, LLC 5
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 5
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 5
Wealthquest Corp 5
Guardian Capital Advisors Lp 5
General Money Market Fund Inc 5
Semus Wealth Partners LLC 5
Team Hewins, LLC 5
Stansberry Asset Management, Llc 5
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 5
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 5
Senator Investment Group LP 5
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 5
XY Capital Ltd 5
Lebenthal Holdings,LLC 5
Brown Advisory Securities, LLC 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 5
Ford Financial Group, LLC 5
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A 5
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 5
Insight Wealth Strategies, LLC 5
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 5
Carret Asset Management, Llc 5
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 5
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF 5
1607 Capital Partners, LLC 5
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 5
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 5
Brian Low Financial Group, Llc 5
DMG Group, LLC 5
USVT - Ultimus Managers Trust - US VALUE ETF 5
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 5
Biltmore Capital Advisors LLC 5
Wealth Alliance Advisory Group, LLC 5
Midas Management Corp 5
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 5
TT International Asset Management LTD 5
Legacy Investment Solutions, LLC 5
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 5
Eurizon SLJ Capital Ltd 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 5
ACK Asset Management LLC 5
Diversified Enterprises, LLC 5
Viawealth, Llc 5
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 5
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 5
Sentinel Group Funds Inc 5
Coatue Management Llc 5
Everstar Asset Management, LLC 5
Geller Advisors LLC 5
Saranac Partners Ltd 5
Fort, L.p. 5
Concord Asset Management, LLC/VA 5
Landaas & Co /wi /adv 5
Cito Capital Group, LLC 5
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 5
Mosaic Family Wealth Partners, Llc 5
Northeast Financial Consultants Inc 5
Polar Capital LLP 5
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 5
Allstate Investment Management Co 5
Copper Rock Capital Partners, LLC 5
Sterling Ridge Capital Management LP 5
JSRAX - JPMorgan Trust I - JPMorgan SmartRetirement Income Fund Class A 5
JACSX - JPMorgan Trust I - JPMorgan SmartRetirement Blend 2060 Fund Class I 5
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 5
IronBridge Capital Management LP 5
JMSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2045 Fund Class I 5
Ninepoint Partners LP 5
SRJAX - JPMorgan Trust I - JPMorgan SmartRetirement 2035 Fund Class A 5
JAKAX - JPMorgan Trust I - JPMorgan SmartRetirement 2060 Fund Class A 5
JFFAX - JPMorgan Trust I - JPMorgan SmartRetirement 2055 Fund Class A 5
Connective Capital Management, LLC 5
Oberweis Asset Management Inc/ 5
JTTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2020 Fund Class A 5
JNSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2025 Fund Class A 5
Index Fund Advisors, Inc. 5
JPTBX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2055 Fund Class I 5
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 5
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 5
Myriad Asset Management Advisors LLC 5
JOBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2040 Fund Class I 5
JTSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2050 Fund Class A 5
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 5
SMTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund Class A 5
JNEAX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2050 Fund Class I 5
JSMAX - JPMorgan Trust I - JPMorgan SmartRetirement 2030 Fund Class A 5
Riverwater Partners LLC 5
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 5
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 5
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 5
Capital One Financial Corp 5
London & Capital Asset Management Ltd 5
Mork Capital Management, LLC 5
Mountain Capital Investment Advisors, Inc 5
Scout Investments, Inc. 5
Maplelane Capital, Llc 5
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 5
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 5
Phillips Wealth Planners LLC 5
Gitterman Wealth Management, LLC 5
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
Summit X, LLC 5
Davis Investment Partners, LLC 5
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 5
Tiaa, Fsb 5
AllianzGI Artificial Intelligence & Technology Opportunities Fund 5
Regal Wealth Group, Inc. 5
Dentgroup LLC 5
Sigma Investment Counselors Inc 5
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 5
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 5
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 5
Piper Sandler & Co. 5
Talisman Wealth Advisors LLC 5
Summit Wealth Partners, LLC 5
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 5
Abundance Wealth Counselors 5
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 5
Vaughan David Investments Inc/il 5
Dialectic Capital Management, Lp 5
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 5
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 5
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 5
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 5
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 5
Outlook Wealth Advisors, LLC 5
Silverlake Wealth Management Llc 5
Reston Wealth Management Llc 5
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 5
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 5
Asempa Wealth Advisors 5
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 5
Maxi Investments CY Ltd 5
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 5
Massachusetts Wealth Management 5
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 5
Clearbridge, Llc 5
Merriman Wealth Management, LLC 5
LaSalle St. Investment Advisors, LLC 5
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 5
Blue Sky Asset Management, LLC 5
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 5
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 5
Tiemann Investment Advisors, Llc 5
Wallace Advisory Group, LLC 5
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 5
Portman Square Capital LLP 5
Better Money Decisions, LLC 5
Granite FO LLC 5
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 5
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 5
Aviso Financial Inc. 5
Mastrapasqua Asset Management Inc 5
Winthrop Partners - Wny, Llc 5
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 5
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 5
Parkside Investments, LLC 5
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 5
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 5
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 5
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 5
Beck Capital Management, Llc 5
Eaton Vance Enhanced Equity Income Fund 5
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 5
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 5
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 5
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 5
Vertrix Wealth Management, LLC 5
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 5
Bardin Hill Management Partners Lp 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 5
Heritage Trust Co 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 5
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares 5
Milestone Investment Advisors LLC 5
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 5
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 5
Kelly Lawrence W & Associates Inc/ca 5
Avenir Tech Ltd 5
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 5
Lloyds Banking Group plc 5
Gould Capital, LLC 5
Vetamer Capital Management, L.p. 5
Heritage Family Offices, LLP 5
Robinson Capital Management, Llc 5
AMF Pensionsforsakring AB 5
Madison Investment Holdings Inc 5
Coastal Bridge Advisors, LLC 5
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 5
Lincoln Capital Corp 5
ID Management A/S 5
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 5
Cohen Klingenstein LLC 5
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 5
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 5
Arwa Llc 5
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 5
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 5
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 5
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 5
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 5
Kingstown Capital Management L.p. 5
Legacy Trust 5
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 5
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 5
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 5
Bridgeworth, LLC 5
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 5
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 5
CAMG Solamere Management, LLC 5
Park Edge Advisors, LLC 5
Ulysses Management LLC 5
PEDIX - PIMCO FUNDS - PIMCO Extended Duration Fund Institutional 5
Engle Capital Management, L.P. 5
Vantis Investment Advisers L.P. 5
Platinum Investment Management Ltd 5
STXM - EA Series Trust - Strive Mid-Cap ETF 5
Syntax Advisors, Llc 5
Yarbrough Capital, LLC 5
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 5
GQG Partners LLC 5
Spdr S&p Midcap 400 Etf Trust 5
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 5
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 5
Philadelphia Trust Co 5
RB Capital Management, LLC 5
LeJeune Puetz Investment Counsel LLC 5
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 5
Blenheim Capital Management, BV 5
PGOVX - PIMCO FUNDS - PIMCO Long-Term U.S. Government Fund Institutional 5
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 5
Institutional Investment Strategy Fund 5
Signet Investment Advisory Group, Inc. 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 5
Channing Capital Management, LLC 5
D.B. Root & Company, LLC 5
Permanens Capital L.P. 5
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 5
Watts Gwilliam & Co., LLC 5
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 5
ARK Investment Management LLC 5
Northwest Quadrant Wealth Management, LLC 5
Marietta Wealth Management, LLC 5
NOMIX - Northern Funds - Northern Mid Cap Index Fund 5
Inr Advisory Services Llc 5
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 5
Stephens Investment Management Group LLC 5
Grey Street Capital, LLC 5
Mowery & Schoenfeld Wealth Management, LLC 5
Masters Capital Management Llc 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 5
Willis Johnson & Associates, Inc. 5
Alethea Capital Management, Llc 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 5
Dohj, Llc 5
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 5
New World Advisors LLC 5
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 5
Fagan Associates, Inc. 5
Richard P Slaughter Associates Inc 5
Sienna Gestion 5
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 5
Imprint Wealth LLC 5
Dfa Investment Trust Co - The Continental Small Company Series 5
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 5
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 5
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 5
Southern Michigan Bank & Trust 5
Cramer Rosenthal Mcglynn Llc 5
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 5
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 5
BigSur Wealth Management LLC 5
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 5
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 5
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 5
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 5
New Potomac Partners, LLC 5
Tilia Fiduciary Partners, Inc. 5
TAP Consulting, LLC 5
Aevitas Wealth Management, Inc. 5
Abbrea Capital, LLC 5
Park Avenue Institutional Advisers LLC 5
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 5
Carleon Capital Partners LLC 5
Capital Financial Planning, LLC 5
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 5
JS Capital Management LLC 5
Blackston Financial Advisory Group, LLC 5
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 5
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 5
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 5
Staar Investment Trust 5
Bingham Osborn & Scarborough Llc 5
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 5
Edge Financial Advisors LLC 5
Westco Advisory Services Inc /adv 5
Lane & Associates LLC 5
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 5
Deuterium Capital Management, LLC 5
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 5
LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class 5
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 5
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 5
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 5
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 5
Seelaus Asset Management LLC 5
Duncan Williams Asset Management, LLC 5
AA Financial Advisors, LLC 5
Campbell Capital Management Inc 5
Bluestein R H & Co 5
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 5
Diamond Hill Capital Management Inc 5
Strycker View Capital Llc 5
Hourglass Capital, Llc 5
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 5
Buckhead Capital Management Llc 5
Hamilton Capital, LLC 5
Cardinal Point Capital Management, ULC 5
Birchbrook, Inc. 5
waypoint wealth counsel 5
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 5
CloudAlpha Capital Management Limited/Hong Kong 5
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 5
Third View Private Wealth, LLC 5
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 5
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 5
Lifeworks Advisors, LLC 5
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I 5
Stance Capital Llc 5
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 5
Woodard & Co Asset Management Group Inc /adv 5
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 5
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 5
Arthur M. Cohen & Associates, Llc 5
Aveo Capital Partners, LLC 5
Cambiar Investors Llc 5
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 5
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 5
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 5
Peoples Financial Services Corp. 5
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 5
Pvg Asset Management Corp 5
Sfam, Llc 5
O'Brien Wealth Partners LLC 5
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 5
Guidant Wealth Advisors 5
Farmers National Bank 5
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 5
Roberts Capital Advisors, LLC 5
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 5
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 5
Tru Independence Asset Management 2, Llc 5
Partners Capital Investment Group, Llp 5
Capital Markets Trading UK LLP 5
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 5
Full Sail Capital, LLC 5
Rock Creek Group, LP 5
Iowa State Bank 5
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 5
Strategic Capital Group LLC 5
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 5
SWS Partners 5
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 5
Aperture Investors, LLC 5
Ada Investment Management, LP 5
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 5
SMITH HAYES Advisers, Inc 5
Mitchell Mcleod Pugh & Williams Inc 5
Arbor Wealth Management, LLC 5
Eaton Vance Tax-managed Diversified Equity Income Fund 5
Brown Wealth Management, Llc 5
Sanibel Captiva Trust Company, Inc. 5
Cooper/haims Advisors, Llc 5
SlateStone Wealth, LLC 5
Family Wealth Group, LLC 5
Mandatum Life Insurance Co Ltd 5
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 5
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 5
Berkeley Capital Partners, LLC 5
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 5
Spectrum Wealth Counsel, LLC 5
Brandes Investment Partners, Lp 5
Claris Financial LLC 5
FJ Investments, LLC 5
TIG Advisors, LLC 5
TB Alternative Assets Ltd. 5
Opseu Pension Plan Trust Fund 5
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 5
Pennsylvania Trust Co 5
Walter & Keenan Financial Consulting Co /mi/ /adv 5
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 5
Encompass More Asset Management 5
S&t Bank/pa 5
Invenio Wealth Partners Llc 5
Battery Global Advisors, LLC 5
Dreyfus Institutional Preferred Money Market Funds 5
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 5
Weatherly Asset Management L. P. 5
Prevail Innovative Wealth Advisors, Llc 5
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 5
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 5
HoyleCohen, LLC 5
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 5
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 5
Coronation Fund Managers Ltd. 5
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 5
Union Savings Bank 5
Perfromance Wealth Partners, LLC 5
DCRE - DoubleLine ETF Trust - DoubleLine Commercial Real Estate ETF 5
Deerfield Management Company, L.p. (series C) 5
Schnieders Capital Management Llc 5
55 North Private Wealth, LLC 5
Fidelity Multi-Strategy Credit Fund 5
VCFAX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class A 5
Williamson Legacy Group, LLC 5
All Terrain Financial Advisors, LLC 5
Fsb Premier Wealth Management, Inc. 5
PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 5
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 5
Argent Trust Co 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 5
New York Life Trust Co 5
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 5
Antonetti Capital Management LLC 5
Forty4 Asset Management LLC 5
Acorn Financial Advisory Services Inc /adv 5
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 5
Cai Capital Management, Inc. 5
G&S Capital LLC 5
Genesee Capital Advisors, LLC 5
Findlay Park Partners LLP 5
FCG Investment Co 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 5
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 5
Fluent Financial, LLC 5
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 5
TrustBank 5
Arvest Bank Trust Division 5
CFG Wealth Management Services, Inc. 5
Trillium Asset Management, Llc 5
Focus Financial Network Inc /adv 5
Portfolio Design Labs, LLC 5
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 5
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 5
EverPoint Asset Management, LLC 5
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 5
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 5
Premia Global Advisors, Llc 5
First American Trust, Fsb 5
Heritage Investors Management Corp 5
TSA Wealth Managment LLC 5
New Century Financial Group, LLC 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 5
Cape Cod Five Cents Savings Bank 5
Jupiter Wealth Management LLC 5
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF 5
KAMES CAPITAL management Ltd 5
BluePath Capital Management, LLC 5
DiMeo Schneider & Associates, L.L.C. 5
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 5
Marest Capital, LLC 5
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 5
Artal Group S.A. 5
Access Investment Management LLC 5
Beryl Capital Management LLC 5
Spartan Wealth Advisory Services LLC 5
Fielder Capital Group LLC 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 5
Barlow Wealth Partners, Inc. 5
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 5
Hardy Reed LLC 5
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 5
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 5
Aurora Investment Counsel 5
Autumn Glory Partners, LLC 5
South Texas Money Management Ltd 5
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 5
Strategic Advocates LLC 5
Luken Investment Analytics, LLC 5
KLCM Advisors, Inc. 5
united american securities inc. (d/b/a uas asset management) 5
Knollwood Investment Advisory, LLC 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 5
VELA Funds - VELA Large Cap 130/30 Fund Class I 5
Glovista Investments LLC 5
Guardian Investor Services Llc 5
Compton Capital Management Inc /ri 5
Tyche Wealth Partners LLC 5
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 5
Tran Capital Management, L.p. 5
Syquant Capital Sas 5
Roberts Glore & Co Inc /il/ 5
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 5
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 5
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 5
Harvest Management Llc 5
GDAFX - GOLDMAN SACHS TRUST - Goldman Sachs Alternative Premia Fund Class A 5
Granite Harbor Advisors, Inc. 5
Premier Fund Managers Ltd 5
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 5
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 5
Islay Capital Management, Llc 5
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 5
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 5
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 5
Liberty All Star Growth Fund Inc. 5
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 5
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 5
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
Foster Dykema Cabot & Co Inc/ma 5
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 5
Acap Strategic Fund 5
Traveka Wealth, LLC 5
Novare Capital Management Llc 5
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 5
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 5
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 5
Blackrock 2022 Global Income Opportunity Trust 5
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 5
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 5
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 5
Pacific Global Investment Management Co 5
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 5
Waterway Wealth Management, LLC 5
Morton Capital Management LLC/CA 5
ARIEX - Allianz Funds Multi-Strategy Trust - AllianzGI Floating Rate Note Fund Institutional Class 5
Profunds - Profund Vp Mid-cap Value 5
Xxi Wealth, Llc 5
Profunds - Profund Vp Large-cap Growth 5
Profunds - Profund Vp Small-cap Growth 5
Profunds - Profund Vp Mid-cap Growth 5
Profunds - Profund Vp Ultramid-cap 5
Kozak & Associates, Inc. 5
Catapult Capital Management Llc 5
Decade Capital Management Llc 5
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 5
Capital Growth Management Lp 5
ARS Wealth Advisors Group, LLC 5
Friess Associates Llc 5
White Pine Capital Llc 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
Nottingham Advisors, Inc. 5
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 5
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 5
Southland Equity Partners LLC 5
Havens Advisors Llc 5
Anderson Hoagland & Co 5
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 5
Scopus Asset Management, L.p. 5
Eagle Rock Investment Company, Llc 5
Walser Wealth Management Company, A Ltd Liability Co 5
Piershale Financial Group, Inc. 5
Somerset Trust Co 5
Selective Wealth Management, Inc. 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 5
Future Fund LLC 5
Professional Financial Advisors, LLC 5
ARGA Investment Management, LP 5
Advantage Advisers Xanthus Fund, L.l.c. 5
Taurus Asset Management, Llc 5
Gibbs Wealth Management 5
First Affirmative Financial Network 5
Ayalon Holdings Ltd. 5
Onyx Bridge Wealth Group LLC 5
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 5
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 5
Kynikos Associates LP 5
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 5
Exos Asset Management LLC 5
Marvin & Palmer Associates Inc 5
Hoese & Co LLP 5
InterOcean Capital Group, LLC 5
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 5
Boston Common Asset Management, LLC 5
Logan Stone Capital, LLC 5
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 5
Hixon Zuercher, LLC 5
Odey Holdings AG 5
Financial Advisory Service, Inc. 5
PWREX - PIONEER REAL ESTATE SHARES - Pioneer Real Estate Shares : Class A 5
Constitution Capital LLC 5
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 5
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 5
Green Harvest Asset Management LLC 5
Odey Asset Management Group Ltd 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 5
Leeward Financial Partners, LLC 5
Aris Wealth Services, Inc. 5
Ironwood Investment Counsel, LLC 5
Phillips Financial Management, Llc 5
Sentinel Asset Management, Inc. 5
Fore Research & Management, LP 5
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 5
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 5
Kempen Capital Management N.v. 5
S. Muoio & Co. Llc 5
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 5
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 5
FHPFX - FIDELITY ADVISOR SERIES II - Fidelity Series Investment Grade Securitized Fund 5
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 5
Mizuho Markets Cayman LP 5
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 5
Curated Wealth Partners LLC 5
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 5
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 5
Element Wealth, LLC 5
Beacon Financial Advisory LLC 5
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF 5
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 5
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 5
Botty Investors LLC 5
Capital Management Corp /va 5
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 5
Westover Capital Advisors, LLC 5
Cadent Capital Advisors, LLC 5
GraniteShares Advisors LLC 5
Susquehanna International Group Ltd. 5
Counsel Portfolio Services Inc. 5
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 5
Diligent Investors, LLC 5
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 5
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 5
Dearborn Partners Llc 5
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 5
Crawford Fund Management, LLC 5
Timber Creek Capital Management LLC 5
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 5
Tripletail Wealth Management, LLC 5
Siena Capital Llc 5
Pax World Management Llc 5
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 5
HST Ventures, LLC 5
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 5
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 5
Reby Advisors, LLC 5
Madison Asset Management, LLC 5
Schrum Private Wealth Management LLC 5
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 5
Mason Capital Management Llc 5
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 5
Oder Investment Management, LLC 5
BlackDiamond Wealth Management Inc. 5
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 5
High Pointe Capital Management Llc 5
Sandhill Capital Partners LLC 5
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 5
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 5
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares 5
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 5
Piermont Capital Management LLC 5
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 5
Ninety One SA (PTY) Ltd 5
Accretive Wealth Partners, LLC 5
Fountainhead AM, LLC 5
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 5
Wealth Effects Llc 5
KG&L Capital Management,LLC 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 5
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 5
DEED - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Securitized Plus ETF 5
Gerstein Fisher 5
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 5
Mondrian Investment Partners LTD 5
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 5
Appleton Partners Inc/ma 5
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 5
Stevens First Principles Investment Advisors 5
Morgan Stanley Income Securities Inc 5
Marietta Investment Partners Llc 5
Eminence Capital, Lp 5
Gmt Capital Corp 5
Kepos Capital LP 5
Ashfield Capital Partners, LLC 5
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 5
First Dallas Securities Inc. 5
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 5
Texas Capital Bank Wealth Management Services Inc 5
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 5
TFR Capital, LLC. 5
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 5
Wd Rutherford Llc 5
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 5
CenturyLink Investment Management Co 5
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 5
Markel Corp 5
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 5
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 5
RDA Financial Network 5
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 5
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 5
RBB FUND, INC. - Aquarius International Fund 5
Relative Value Partners Group, LLC 5
Monticello Wealth Management, Llc 5
Detalus Advisors, LLC 5
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 5
Cypress Point Wealth Management, LLC 5
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 5
Am Investment Strategies Llc 5
Nova Wealth Management, Inc. 5
Fulcrum Asset Management LLP 5
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 5
Intelligence Driven Advisers, LLC 5
Breton Hill Capital Ltd. 5
Miura Global Management, LLC 5
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 5
Alan B. Lancz & Associates, Inc. 5
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 5
Rockbridge Investment Management, LCC 5
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 5
Bordeaux Wealth Advisors LLC 5
Lineweaver Wealth Advisors, LLC 5
Chemical Bank 5
Galvin, Gaustad & Stein, LLC 5
Smallwood Wealth Investment Management, LLC 5
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 5
Belmont Capital, LLC 5
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 5
Mizuho Markets Americas Llc 5
BEAM Asset Management, LLC 5
Wbh Advisory Inc 5
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 5
HighTower Trust Services, LTA 5
Horizon Investment Services, LLC 5
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 5
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 5
Boltwood Capital Management 5
Gleason Group, Inc. 5
Walker Asset Management, LLC 5
Ovata Capital Management Ltd 5
West Financial Advisors, LLC 5
Mayport, Llc 5
Future Financial Wealth Managment LLC 5
TAMRO Capital Partners LLC 5
PartnerRe Asset Management CORP 5
Investment Research & Advisory Group, Inc. 5
Cim, Llc 5
Evansbrook LLC 5
PVG Asset Management 5
VCSVX - VALIC Co II - Small Cap Value Fund 5
Falcon Wealth Planning 5
Morris Retirement Advisors, LLC 5
Sterling Manor Financial, LLC 5
Vision Capital Management, Inc. 5
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 5
Marshall Financial Group LLC 5
MU Investments Co., Ltd. 5
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 5
NWF Advisory Services Inc. 5
Capital Group KKR Core Plus (plus) 5
Capital Group KKR Multi-Sector (plus) 5
Genesis Wealth Advisors, LLC 5
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 5
Legacy Financial Group LLC 5
Trust For Advisor Solutions 5
Murphy Capital Management Inc 5
Trust Co Of Virginia /va 5
Woodley Farra Manion Portfolio Management Inc 5
Prio Wealth Limited Partnership 5
TruWealth Advisors, LLC 5
First National Bank of Hutchinson 5
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF 5
TrueWealth Advisors, LLC 5
Birchwood Financial Partners, Inc. 5
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 5
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 5
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 5
Garrett Wealth Advisory Group, LLC 5
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 5
Bank Of Stockton 5
Foster Group, Inc. 5
Cypress Wealth Advisors LLC 5
CrestPoint Capital Management, LLC 5
Asio Capital, LLC 5
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 5
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 5
Concorde Asset Management, LLC 5
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 5
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 5
Northstar Advisory Group, LLC 5
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 5
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 5
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 5
LeConte Wealth Management, LLC 5
LGT Group Foundation 5
Country Club Trust Company, n.a. 5
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 5
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 5
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 5
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 5
Fisher Funds Management LTD 5
Crow Point Global Dividend Plus Fund 5
Fiduciary Planning LLC 5
Bright Rock Capital Management, Llc 5
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 5
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 5
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 5
Xtx Markets Llc 5
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 5
Truadvice, LLC 5
Lombardia Capital Partners Llc 5
First Western Trust Bank 5
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 5
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 5
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 5
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 5
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 5
UMPIX - Profunds - Ultramid-cap Profund Investor Class 5
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 5
Green Owl Capital Management, LLC 5
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 5
SGPIX - Profunds - Small-cap Growth Profund Investor Class 5
Spartan Planning & Wealth Management 5
Wellington Shields & Co., LLC 5
Berkshire Bank 5
MLPIX - Profunds - Mid-cap Value Profund Investor Class 5
Adams Asset Advisors, LLC 5
Glaxis Capital Management, LLC 5
Haberer Registered Investment Advisor Inc 5
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 5
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 5
LGPIX - Profunds - Large-cap Growth Profund Investor Class 5
Catalyst Private Wealth, Llc 5
Roanoke Asset Management Corp/ Ny 5
MDPIX - Profunds - Mid-cap Profund Investor Class 5
JOCEX - Advisers Investment Trust - JOHCM Credit Income Fund Class I Shares 5
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 5
Prospector Partners Llc 5
Jacobsen Capital Management 5
Smh Capital Advisors Inc 5
Lansdowne Partners (uk) Llp 5
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 5
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 5
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 5
Valentine Capital Asset Management, Inc. 5
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 5
New Jersey Better Educational Savings Trust 5
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 5
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 5
Freedom Day Solutions, LLC 5
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 5
Cohen & Steers Closed-end Opportunity Fund, Inc. 5
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 5
Mathes Company, Inc. 5
King Wealth 5
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 5
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 5
L.m. Kohn & Company 5
Baer Investment Advisory LLC 5
Sutton Place Investors Llc 5
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 5
Kingstone Capital Partners Texas, LLC 5
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 5
Legend Financial Advisors, Inc. 5
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 5
Parr Mcknight Wealth Management Group, Llc 5
Seven Bridges Advisors LLC 5
Gf Fund Management Co. Ltd. 5
Bmc Fund Inc 5
Scout Funds 5
Investment Management Corp /va/ /adv 5
Fourth Dimension Wealth, LLC 5
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 5
Farmers Trust Co 5
LaFleur & Godfrey LLC 5
Headinvest, Llc 5
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 5
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 5
LBA Wealth Management, LLC 5
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 5
First Commonwealth Financial Corp /pa/ 5
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 5
Beto Financial Group, Llc 5
BankChampaign, National Association 5
Pictet North America Advisors SA 5
Cedar Hill Associates, Llc 5
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 5
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 5
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 5
JACKSON VARIABLE SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (A) 5
Jackson Hole Capital Partners, LLC 5
1248 Management, LLC 5
Tourbillon Capital Partners, L.P. 5
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 5
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 5
MidWestOne Financial Group, Inc. 5
Cache Advisors, LLC 5
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 5
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 5
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 5
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 5
Henderson Global Funds 5
BLUX - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Dynamic Total Market ETF 5
Crown Wealth Group, LLC 5
Avitas Wealth Management LLC 5
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 5
Groupe la Francaise 5
Castle Rock Wealth Management, LLC 5
Joule Financial, LLC 5
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 5
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 5
Bolthouse Investments, LLC 5
Stonehearth Capital Management, LLC 5
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 5
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 5
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 5
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 5
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 5
American National Registered Investment Advisor, Inc. 5
MBE Wealth Management, LLC 5
Shaker Financial Services, LLC 5
Perpetual Investment Management Ltd 5
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 5
Alteri Wealth LLC 5
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 5
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 5
Riversedge Advisors, Llc 5
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 5
Price Michael F 5
Myriad Asset Management US LP 5
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 5
Profit Investment Management, LLC 5
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 5
Credit Industriel Et Commercial 5
TritonPoint Partners, LLC 5
LifeSteps Financial, Inc. 5
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 5
Royce Global Value Trust, Inc. 5
Rydar Equities, Inc. 5
Advisortrust Partners, Llc 5
JGP Wealth Management, LLC 5
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 5
Sonoma Allocations LLC 5
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 5
FLC Capital Advisors 5
Cabot Wealth Management Inc 5
Marble Wealth, LLC 5
Miller Wealth Advisors, Llc 5
RiverTree Advisors, LLC 5
ABASX - AB TRUST - AB Discovery Value Fund Class A 5
Grandfield & Dodd, Llc 5
Stenger Family Office, LLC 5
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 5
O'Shares Investment Advisers, LLC 5
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 5
Ritter Daniher Financial Advisory LLC / DE 5
Brown Capital Management Llc 5
Spirit Of America Management Corp/ny 5
Eaton Vance Risk-managed Diversified Equity Income Fund 5
Azimuth Capital Investment Management LLC 5
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 5
Cortina Asset Management, LLC 5
PlanVest Financial, Inc 5
O'Dell Group, LLC 5
Richards, Merrill & Peterson, Inc. 5
Hgk Asset Management Inc 5
Plan Group Financial, LLC 5
Waddell & Reed Advisors Funds 5
Ruane, Cunniff & Goldfarb Inc 5
Kim, Llc 5
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 5
FSMIX - FRANKLIN STRATEGIC MORTGAGE PORTFOLIO - FRANKLIN STRATEGIC MORTGAGE PORTFOLIO Class A1 5
Bpv Family Of Funds 5
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 5
First National Advisers, LLC 5
Red Reef Advisors Llc 5
Seldon Capital Lp 5
Tradewinds, LLC. 5
Western Asset Managed High Income Fund Inc. 5
Nuveen Quality Preferred Income Fund 5
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 5
Nuveen Quality Preferred Income Fund 3 5
Putnam Voyager Fund 5
WCG Wealth Advisors LLC 5
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 5
Bernard Wealth Management Corp. 5
Successful Portfolios LLC 5
Caliber Wealth Management, LLC / KS 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 5
American National Insurance Co /tx/ 5
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 5
APBDX - Cavanal Hill Funds - Bond Fund Investor 5
Montrusco Bolton Investments Inc. 5
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 5
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 5
Global Assets Advisory, LLC 5
Private Management Group Inc 5
Grant Private Wealth Management Inc 5
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 5
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 5
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 5
Yacktman Asset Management Lp 5
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 5
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 5
Cmt Trading Llc 5
Avise Financial Cooperative, Inc. 5
Pictet & Cie (Europe) SA 5
Monetta Financial Services Inc 5
Ironbridge Funds, Inc. 5
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 5
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 5
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 5
Nuveen High Income November 2021 Target Term Fund 5
Financial & Investment Management Group Ltd 5
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 5
Granite Investment Partners, LLC 5
Community Trust & Investment Co 5
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 5
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2026 5
Investment Partners, Ltd. 5
AssuredPartners Investment Advisors, LLC 5
Shamrock Asset Management LLC 5
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 5
Taylor Hoffman Wealth Management 5
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 5
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 5
Mfs Government Markets Income Trust 5
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 5
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 5
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 5
Eagle Growth & Income Opportunities Fund 5
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 5
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 5
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 5
Granite Investment Advisors, LLC 5
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 5
Edmond De Rothschild (suisse) S.a. 5
Viking Global Investors Lp 5
Tandem Capital Management Corp /adv 5
Windsor Creek Advisors, Llc 5
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 5
Schwartz Investment Counsel Inc 5
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 5
Northern Capital Management Llc 5
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 5
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 5
Engrave Wealth Partners LLC 5
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 5
Runnymede Capital Advisors, Inc. 5
Stonehage Fleming (uk) Ltd 5
CHICAGO TRUST Co NA 5
Pegasus Partners Ltd. 5
Tempus Wealth Planning, LLC 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 5
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 5
Widmann Financial Services, Inc. 5
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 5
Raffles Associates Lp 5
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 5
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 5
Syntal Capital Partners, LLC 5
Advanced Series Trust - Ast High Yield Portfolio 5
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 5
Emfo, Llc 5
University Of Notre Dame Du Lac 5
Goldentree Asset Management Lp 5
Axim Planning & Wealth 5
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 5
Hopwood Financial Services, Inc. 5
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 5
Shaolin Capital Management LLC 5
Argentarii, LLC 5
Generali Investments CEE, investicni spolecnost, a.s. 5
Bristlecone Advisors, LLC 5
Hilltop Park Associates LLC 5
Chung Wu Investment Group, LLC 5
W.H. Cornerstone Investments Inc. 5
Axiom Advisory, LLC 5
MML Series Investment Fund II - MML Asset Momentum Fund Class II 5
Whitebox Mutual Funds 5
KC Investment Advisors, LLC 5
Large-cap Value Portfolio 5
Promus Capital, LLC 5
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 5
Davis Asset Management, L.P. 5
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 5
Allianzgi Equity & Convertible Income Fund 5
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 5
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 5
Drw Securities, L.l.c. 5
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 5
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 5
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 5
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 5
WESPAC Advisors, LLC 5
Perella Weinberg Partners Capital Management LP 5
VMIDX - VALIC Co I - Mid Cap Index Fund 5
Dreyfus Cash Management 5
Dreyfus Government Cash Management Funds 5
Warther Private Wealth, LLC 5
STCE - SCHWAB STRATEGIC TRUST - Schwab Crypto Thematic ETF 5
Aurora Private Wealth, Inc. 5
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 5
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 5
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 5
Isi Strategy Fund Inc 5
Midwest Capital Advisors, LLC 5
SCIU - Global X Funds - Global X Scientific Beta US ETF 5
Compass Planning Associates Inc 5
Centricity Wealth Management, LLC 5
Legg Mason Bw Global Income Opportunities Fund Inc. 5
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 5
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 5
Fedenia Advisers LLC 5
Atlas Legacy Advisors, LLC 5
Absolute Capital Management, LLC 5
5T Wealth, LLC 5
Westshore Wealth, LLC 5
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 5
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 5
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 5
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 5
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 5
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 5
FDO Partners, LLC 5
Elmwood Wealth Management, Inc. 5
Ceredex Value Advisors LLC 5
Zhang Financial LLC 5
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 5
Wolf Group Capital Advisors 5
Madden Advisory Services, Inc. 5
General Partner, Inc. 5
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 5
Leelyn Smith, LLC 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 5
Kentucky Trust Co 5
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 5
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 5
Ycg, Llc 5
TradeLink Capital LLC 5
Wingate Wealth Advisors, Inc. 5
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 5
American State Bank (Iowa) 5
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 5
Cardan Capital Partners, LLC 5
YANKCOM Partnership 5
Cullinan Associates Inc 5
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 5
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 5
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 5
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 5
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 5
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 5
Newfound Research LLC 5
Affinity Capital Advisors, LLC 5
Cobblestone Capital Advisors Llc /ny/ 5
Interactive Financial Advisors 4
Miller Capital Partners, Inc. 4
Shelton Wealth Management, Llc 4
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 4
Gluskin Sheff & Assoc Inc 4
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 4
Beaumont Asset Management, L.L.C. 4
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 4
TKG Advisors, LLC 4
Hartwell J M Limited Partnership 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 4
Newman Dignan & Sheerar, Inc. 4
Capital City Trust Co/fl 4
Paladin Advisory Group, LLC 4
LST - Managed Portfolio Series - Leuthold Select Industries ETF 4
Three Peaks Capital Management, LLC 4
Regent Investment Management LLC 4
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 4
Truepoint, Inc. 4
SCEC - Capitol Series Trust - Sterling Capital Enhanced Core Bond ETF 4
Benin Management CORP 4
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 4
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 4
Arbor Trust Wealth Advisors, Llc 4
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 4
Franklin Street Advisors Inc /nc 4
Oppenheimer International Bond Fund 4
Asset Management Corp /il/ /adv 4
Royce Micro-cap Trust, Inc /md/ 4
Sarasin & Partners LLP 4
Nichols Asset Management LLC 4
Culbertson A N & Co Inc 4
Fortitude Financial, LLC 4
FT Vest Hedged Equity Income Fund: Series A4 4
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 4
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 4
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 4
Stonebridge Financial Planning Group, LLC 4
Tatro Capital, LLC 4
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 4
Legacy Wealth Partners, Inc. 4
Addenda Capital Inc. 4
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 4
Nadler Financial Group, Inc. 4
FT Vest Total Return Income Fund: Series A4 4
Capital Group Private Client Services, Inc. 4
Kercheville Advisors, LLC 4
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 4
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 4
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 4
PIMCO Flexible Municipal Income Fund 4
Bancroft Fund Ltd 4
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 4
Henry James International Management Inc. 4
One Charles Private Wealth Services, LLC 4
Indie Asset Partners, LLC 4
Moseley Investment Management Inc 4
Copperleaf Capital, LLC 4
McElhenny Sheffield Capital Management, LLC 4
1776 Wealth LLC 4
Adams Wealth Management 4
Moser Wealth Advisors, LLC 4
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 4
Stillwater Capital Advisors, LLC 4
Waverton Investment Management Ltd 4
COFG Advisors, LLC 4
Harrell Investment Partners, Llc 4
Blue Zone Wealth Advisors, LLC 4
Crake Asset Management LLP 4
Teton Advisors, Inc. 4
VARCOV Co. 4
Demars Financial Group, LLC 4
Constellation Wealth Advisors, LLC 4
Round Table Services, LLC 4
Bank OZK 4
Capital Wealth Alliance, LLC 4
Fortis Capital Management LLC 4
Invenomic Capital Management LP 4
Hosking Partners LLP 4
Hillman Capital Management, Inc. 4
Hyperion Capital Advisors LP 4
Monaco Asset Management SAM 4
Hidden Lake Asset Management LP 4
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 4
TOWER TRUST & INVESTMENT Co 4
Consolidated Investment Group LLC 4
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 4
Mission Creek Capital Partners, Inc. 4
Decatur Capital Management, Inc. 4
Pandora Wealth, Inc. 4
EMHC - SPDR SERIES TRUST - SPDR Bloomberg Barclays Emerging Markets USD Bond ETF 4
Haafor (Singapore) Pte. Ltd. 4
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 4
Border to Coast Pensions Partnership Ltd 4
Mb, Levis & Associates, Llc 4
Prosperity Bancshares Inc 4
Red Cedar Investment Management, Llc 4
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 4
RiverPark Advisors, LLC 4
MJT & Associates Financial Advisory Group, Inc. 4
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 4
Sharkey, Howes & Javer 4
Cliftonlarsonallen Wealth Advisors, Llc 4
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 4
Investment Counselors Of Maryland Llc 4
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 4
Blackrock Enhanced Equity Dividend Trust 4
VVSCX - VALIC Co I - Small Cap Value Fund 4
Trinity Wealth Management, LLC 4
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 4
Mengis Capital Management, Inc. 4
Flossbach Von Storch Ag 4
Kingsman Wealth Management, Inc. 4
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 4
Horizon Funds - HORIZON EXPEDITION PLUS ETF 4
Integrated Wealth Counsel, Llc 4
Graybill Bartz & Assoc Ltd 4
Bar Harbor Trust Services 4
Danda Trouve Investment Management, Inc. 4
Nippon Life Insurance Co 4
Insight Wealth Partners, LLC 4
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 4
TFG Advisers LLC 4
Sowa Financial Group, Inc. 4
Pinnacle Advisory Group, Inc. 4
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 4
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 4
TAX - EA Series Trust - Cambria Tax Aware ETF 4
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 4
WealthTrust Asset Management, LLC 4
Newport Capital Group, LLC 4
Stolper Co 4
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 4
Bks Advisors, Llc 4
Neumann Capital Management, LLC 4
Blue Chip Partners, Inc. 4
JCIC Asset Management Inc. 4
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 4
Mezzasalma Advisors, LLC 4
ROPE - EA Series Trust - Coastal Compass 100 ETF 4
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 4
HYA Advisors, Inc 4
Anchor Capital Advisors Llc 4
Van Den Berg Management I, Inc 4
J. W. Coons Advisors, LLC 4
BlackRock Private Investments Fund 4
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 4
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 4
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 4
Souders Financial Advisors 4
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 4
Johanson Financial Advisors, Inc. 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 4
Regency Capital Management Inc.\DE 4
Spouting Rock Asset Management, LLC 4
Sankala Group LLC 4
Clarity Financial LLC 4
Julex Capital Management, Llc 4
Auxano Advisors, LLC 4
Morgens Waterfall Vintiadis & Co Inc 4
Palumbo Wealth Management LLC 4
Walled Lake Planning & Wealth Management, Llc 4
Jackson Square Capital, Llc 4
Truxt Investmentos Ltda. 4
Trust Co Of Oklahoma 4
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 4
Loews Corp 4
West Coast Financial LLC 4
Ironwood Investment Management Llc 4
Howard Capital Management Group, LLC 4
Scott & Selber, Inc. 4
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 4
Copperwynd Financial, LLC 4
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 4
Chou Associates Management Inc. 4
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 4
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 4
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 4
AIEQ - ETF Managers Trust - AI Powered Equity ETF 4
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 4
North Square Investments Trust - North Square McKee Bond Fund Class I 4
MFSB - MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF 4
Aspetuck Financial Management LLC 4
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 4
Tempo Wealth, LLC 4
IronBridge Private Wealth, LLC 4
Good Steward Wealth Advisors,LLC 4
WMKGX - WESMARK FUNDS - WesMark Growth Fund 4
WMBDX - WESMARK FUNDS - WesMark Government Bond Fund 4
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 4
Miller Howard Investments Inc /ny 4
Valley Brook Capital Group, Inc. 4
Blackrock Enhanced Capital & Income Fund, Inc. 4
RMBKX - RMB INVESTORS TRUST - RMB Mendon Financial Services Fund Class A 4
Badgley Phelps & Bell Inc 4
Encompass Wealth Advisors, Llc 4
Clark Asset Management, LLC 4
Patron Partners Advisors, Llc 4
Navis Wealth Advisors, LLC 4
MDCEX - Starboard Investment Trust - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares 4
Us Global Investors Funds 4
Hermes Investment Management Ltd 4
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 4
Hamilton Wealth, LLC 4
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 4
Smith Chas P & Associates Pa Cpas 4
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 4
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 4
Silver Capital Management Llc 4
Twin Lakes Capital Management, LLC 4
Ewing Morris & Co. Investment Partners Ltd. 4
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 4
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 4
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 4
RBA Wealth Management, LLC 4
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 4
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 4
Narwhal Capital Management 4
PACIFIC FUNDS SERIES TRUST - PF Currency Strategies Fund CLASS P 4
Kamunting Street Capital Management, L.P. 4
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 4
Urban Wealth Management, LLC 4
Phillip James Consulting Co. 4
United Maritime Capital Llc 4
WNY Asset Management, LLC 4
NovaPoint Capital, LLC 4
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 4
Private Capital Management Llc 4
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 4
David R. Rahn & Associates Inc. 4
Signature Wealth Management Partners, LLC 4
Wedgewood Investors Inc /pa/ 4
Engine No. 1 Llc 4
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 4
Old Dominion Capital Management Inc 4
Coyle Financial Counsel LLC 4
Cogent Private Wealth, Inc. 4
Kanawha Capital Management Llc 4
New York Life Investments Alternatives 4
Maple Capital Management, Inc. 4
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 4
Woodward Diversified Capital, Llc 4
Mountain Lake Investment Management LLC 4
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 4
Oxler Private Wealth LLC 4
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 4
Mcdonald Partners Llc 4
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 4
Verdad Advisers, LP 4
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 4
Kovitz Investment Group, LLC 4
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 4
B&D White Capital Company, LLC 4
Fire Capital Management LLC 4
Connacht Asset Management LP 4
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 4
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 4
Quantum Capital Management 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 4
Beacon Trust Co 4
Harbor Financial Services, Llc 4
North Point Portfolio Managers Corp/oh 4
Cary Street Partners Asset Management Llc 4
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4
Renasant Bank 4
WT Asset Management Ltd 4
Jet Capital Investors L P 4
Collective Family Office Llc 4
Brookside Capital Management Llc 4
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 4
KIFAX - Forward Funds - Salient Select Income Fund Class A 4
Annandale Capital, LLC 4
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 4
EMQQ - EXCHANGE TRADED CONCEPTS TRUST - EMQQ The Emerging Markets Internet & Ecommerce ETF 4
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 4
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 4
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 4
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 4
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 4
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 4
Mitchell & Pahl Private Wealth, Llc 4
Infini Master Fund 4
Colony Family Offices, LLC 4
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 4
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 4
CEFS - Exchange Listed Funds Trust - Saba Closed-End Funds ETF 4
RBB FUND, INC. - Campbell Advantage Fund 4
Cooperatieve Rabobank U.A. 4
Lumature Wealth Partners, LLC 4
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 4
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 4
Granger Management LLC 4
Van Diest Capital, LLC 4
Fragasso Group Inc. 4
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 4
Himension Fund 4
Wunderlich Capital Managemnt 4
Prudent Man Advisors, LLC 4
Grant Street Asset Management, Inc. 4
Mercer Capital Advisers, Inc. 4
Ellsworth Advisors, LLC 4
Running Point Capital Advisors, LLC 4
Lederer & Associates Investment Counsel/ca 4
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 4
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 4
John Hancock Collateral Trust - John Hancock Collateral Trust 4
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 4
Peak Financial Advisors Llc 4
Colton Groome Financial Advisors, Llc 4
Spectrum Planning & Advisory Services Inc. 4
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 4
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 4
Arden Trust Co 4
Bel Air Investment Advisors Llc 4
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 4
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 4
McLean Asset Management Corp 4
Brown Miller Wealth Management, LLC 4
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 4
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 4
New Century Advisors, LLC 4
New England Investment & Retirement Group, Inc. 4
Goodwin Investment Advisory 4
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 4
David J Yvars Group 4
Crescent Capital Consulting, LLC 4
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 4
Oxinas Partners Wealth Management LLC 4
Fwl Investment Management, Llc 4
Orca Investment Management, LLC 4
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 4
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 4
Oak Harvest Investment Services 4
ACVF - ETF Opportunities Trust - American Conservative Values ETF 4
AT Bancorp 4
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 4
Douglas C. Lane & Associates, Inc. 4
Blue Fin Capital, Inc. 4
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 4
EMBD - Global X Funds - Global X Emerging Markets Bond ETF 4
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 4
Spectrum Asset Management, Inc. (NB/CA) 4
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 4
Capital Planning Advisors, LLC 4
Argentiere Capital Ag 4
Ohio National Investments, Inc. 4
Bft Financial Group, Llc 4
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 4
Sterling Investment Management, Inc. 4
Baron Financial Group, LLC 4
Russell Clark Investment Management Ltd 4
Asset Allocation & Management Company, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 4
Fortis Group Advisors, LLC 4
Brucke Financial, Inc. 4
FT Vest Hedged Equity Income Fund: Series A3 4
FT Vest Total Return Income Fund: Series A3 4
Destra International & Event-driven Credit Fund 4
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 4
LifeWealth Investments, LLC 4
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 4
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 4
Lakeshore Capital Group, Inc. 4
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 4
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 4
Enterprise Trust & Investment Co 4
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 4
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 4
Vantus Wealth LLC 4
Point Break Capital Management, LLC 4
Wealthstar Advisors, Llc 4
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 4
Walsh & Associates, LLC 4
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 4
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 4
First National Bank of South Miami 4
Templeton Global Opportunities Trust 4
Parvin Asset Management, LLC 4
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 4
RIMCX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Intermediate Fixed Income Fund Class N 4
Luminist Capital LLC 4
Buckley Wealth Management, LLC 4
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 4
Texas Bank & Trust Co 4
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 4
River Road Asset Management, LLC 4
Keudell/Morrison Wealth Management 4
Trace Wealth Advisors, LLC 4
Minot DeBlois Advisors LLC 4
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 4
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 4
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 4
Private Portfolio Partners Llc 4
LeClair Wealth Partners LLC 4
Three Seasons Wealth, LLC 4
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 4
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 4
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 4
Oppenheimer Equity Fund 4
Guggenheim Equal Weight Enhanced Equity Income Fund 4
Everest Financial Group LLC 4
Deutsche High Income Trust 4
Fortress Private Ledger, Llc 4
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 4
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I 4
ROSS\JOHNSON & Associates LLC 4
Bearing Point Capital, Llc 4
Shepherd Street Advisors LLC 4
Burling Wealth Partners, Llc 4
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 4
Fairview Capital Investment Management, Llc 4
WILSHIRE VARIABLE INSURANCE TRUST - Wilshire Global Allocation Fund 4
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 4
Boothe Investment Group, Inc. 4
Grandeur Peak Global Advisors, LLC 4
GKV Capital Management Co., Inc. 4
Alexis Investment Partners, LLC 4
J. L. Bainbridge & Co., Inc. 4
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 4
Eaton Vance Senior Income Trust 4
Gabelli Utility Trust 4
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 4
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 4
Landing Point Financial Group, LLC 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 4
Pilgrim Partners Asia Pte Ltd 4
Virtus Insight Trust 4
Alliancebernstein Income Fund Inc 4
Eaton Vance Tax-managed Buy-write Opportunities Fund 4
Ponta Wealth Partners, LLC 4
Columbia Funds Variable Insurance Trust I 4
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 4
RFG - Bristol Wealth Advisors, LLC 4
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 4
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 4
VMS Asset Management Limited 4
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 4
Conquis Financial Llc 4
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio 4
Disciplined Investors, L.L.C. 4
Bluebird Wealth Management LLC 4
Arsenal Capital Advisors LLC 4
Managed High Yield Plus Fund Inc 4
3 Factor Indexing, Llc 4
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 4
OneAscent Family Office, LLC 4
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 4
Eldridge Investment Advisors, Inc. 4
Bond Portfolio Ii 4
FS Series Trust - FS Market Neutral Fund Class I 4
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 4
Deutsche High Income Opportunities Fund, Inc. 4
Sava Infond d.o.o. 4
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4
Covalis Capital Llp 4
PKS Advisory Services, LLC 4
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 4
Financially Speaking Inc 4
Intellus Advisors LLC 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 4
Delta Financial Advisors Llc 4
Nuveen Credit Opportunities 2022 Target Term Fund 4
Sands Capital Management, Llc 4
Poinciana Advisors Group, Llc 4
Gabelli Convertible & Income Securities Fund Inc 4
Curian Series Trust 4
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 4
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 4
Global Strategic Investment Solutions, LLC 4
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 4
Aristeia Capital Llc 4
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 4
Worm Capital, Llc 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 4
Smallcap World Fund Inc 4
Bravias Capital Group, LLC 4
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 4
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 4
BankPlus Trust Department 4
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 4
WEHIX - WEITZ FUNDS - Hickory Fund 4
Principled Equity Market Fund 4
Abound Financial, Llc 4
Aberdeen Global Select Opportunities Fund Inc. 4
Miller Value Partners, Llc 4
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 4
PFM Health Sciences, LP 4
Nuveen Credit Strategies Income Fund 4
TigerOak Management, L.L.C. 4
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 4
Abc Arbitrage Sa 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 4
Littlejohn Financial Services, Inc. 4
Hartford Funds Management Co LLC 4
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 4
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 4
Alpine Associates Management Inc. 4
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 4
Nuveen Equity Premium Advantage Fund 4
Sun Financial Inc 4
Nuveen Equity Premium Opportunity Fund 4
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 4
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 4
Nan Shan Life Insurance Co., Ltd. 4
Aubrey Capital Management Ltd 4
Eq Wealth Advisors, Llc 4
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 4
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF 4
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 4
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 4
Avantra Family Wealth, Inc. 4
Kaufman Rossin Wealth, LLC 4
Corsair Capital Management, L.p. 4
BankPlus Wealth Management LLC 4
Berbice Capital Management LLC 4
TABR Capital Management, LLC 4
TRANSAMERICA SERIES TRUST - Transamerica AEGON U.S. Government Securities VP Initial 4
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 4
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 4
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial 4
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 4
WHV Investments, Inc. 4
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 4
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 4
Ramius Advisors Llc 4
One Wealth Capital Management, Llc 4
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 4
Deutsche Global High Income Fund, Inc. 4
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 4
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 4
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 4
Copley Financial Group, Inc. 4
PENN SERIES FUNDS INC - Flexibly Managed Fund 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 4
PENN SERIES FUNDS INC - Large Growth Stock Fund 4
Shulman DeMeo Asset Management LLC 4
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 4
Alden Global Capital LLC 4
Western Asset Management Company, LLC 4
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 4
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 4
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 4
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 4
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF 4
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 4
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 4
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 4
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 4
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 4
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 4
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 4
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A 4
UBP Investment Advisors SA 4
Spence Asset Management 4
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 4
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 4
Elwood & Goetz Wealth Advisory Group, LLC 4
LHEAX - LOCORR INVESTMENT TRUST - LoCorr Hedged Core Fund Class A 4
WoodTrust Financial Corp 4
FT Vest Hedged Equity Income Fund: Series A2 4
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 4
Trellis Advisors, LLC 4
FT Vest Total Return Income Fund: Series A2 4
SGL Investment Advisors, Inc. 4
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 4
B&l Asset Management Llc 4
Stokes Capital Advisors, LLC 4
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 4
Vista Private Wealth Partners. LLC 4
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 4
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 4
Blake Schutter Theil Wealth Advisors, LLC 4
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 4
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 4
Park West Asset Management LLC 4
Cahaba Wealth Management, Inc. 4
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 4
Goldstone Financial Group, LLC 4
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 4
Accelerate Investment Advisors LLC 4
RSSL - Global X Funds - Global X Russell 2000 ETF 4
Gs Investments, Inc. 4
LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares 4
MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y 4
Goldenstone Wealth Management LLC 4
Brighthouse Funds Trust I - Brighthouse Balanced Plus Portfolio Class B 4
Mirabaud & Cie SA 4
NITE - Capitol Series Trust - The Nightview Fund 4
Abbot Financial Management, Inc. 4
Paragon Capital Management Inc 4
OEF - iSHARES TRUST - iShares S&P 100 ETF 4
Cannon Financial Strategists, Inc. 4
Mitsubishi UFJ Asset Management (UK) Ltd. 4
Forefront Analytics, LLC 4
BWDIX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class I Shares 4
Clear Wave Wealth Management Llc 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
Watermark Asset Management, Inc. 4
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 4
Gilbert & Cook, Inc. 4
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 4
Heritage Oak Wealth Advisors Llc 4
Custom Portfolio Group LLC 4
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 4
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 4
Cove Street Capital, LLC 4
X-Square Capital, LLC 4
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 4
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 4
Oak Grove Capital LLC 4
Resource Management, LLC 4
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 4
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 4
Dunvegan Associates, Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 4
Elkhorn Investments, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 4
Security Asset Management 4
Nwq Investment Management Company, Llc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 4
New Perspective Fund 4
Capital World Growth & Income Fund 4
City Center Advisors, LLC 4
GSB Wealth Management, LLC 4
PagnatoKarp Partners LLC 4
Jordan Park Group LLC 4
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 4
Bank & Trust Co 4
Crawford Lake Capital Management, LLC 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 4
Castle Hook Partners LP 4
TAXX - BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Short Duration ETF 4
Jafra Capital Management LP 4
Bannerstone Capital Management, LLC 4
Congress Park Capital LLC 4
Gilder Gagnon Howe & Co Llc 4
Clear Point Advisors Inc. 4
Weaver Capital Management LLC 4
Vista Investment Partners Llc 4
Stony Point Wealth Management Inc. 4
Next Century Growth Investors Llc 4
Red Cedar Management, Lp 4
SRB Corp 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 4
Riverpoint Wealth Management Holdings, LLC 4
Cascade Financial Partners, LLC 4
Gramercy Funds Management LLC 4
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 4
Umpqua Bank 4
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A 4
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 4
Inlight Wealth Management, LLC 4
49 Wealth Management, Llc 4
Elgethun Capital Management 4
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 4
Signia Capital Management Llc 4
Fusion Family Wealth LLC 4
Meritage Group LP 4
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares 4
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 4
Pier 88 Investment Partners Llc 4
Private Capital Management, LLC 4
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 4
Game Creek Capital, LP 4
DLK Investment Management, LLC 4
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 4
Rainier Group Investment Advisory LLC 4
Intesa Sanpaolo Wealth Management 4
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 4
QVT Financial LP 4
Inherent Group, Lp 4
One68 Global Capital, LLC 4
Napatree Capital Llc 4
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 4
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 4
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 4
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 4
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 4
Donald Smith & Co., Inc. 4
Ables, Iannone, Moore & Associates, Inc. 4
Cove Private Wealth, LLC 4
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 4
Paragon Wealth Strategies, LLC 4
Capital Advantage, Inc. 4
VELA Funds - VELA Short Duration Fund - Class A 4
Hellman Jordan Management Co Inc /ma/ 4
REDW Wealth LLC 4
Epiphany Funds 4
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 4
Vanguard Advisers Inc 4
Asset Planning Services, Ltd. 4
Bach Investment Advisors Ltd 4
RGT Wealth Advisors, LLC 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 4
Connecticut Wealth Management, LLC 4
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 4
VMAX - Lattice Strategies Trust - Hartford US Value ETF 4
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 4
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 4
Vann Equity Management LLC 4
Novak & Powell Financial Services, Inc. 4
Able Wealth Management LLC 4
Nepc Llc 4
Prospect Financial Services LLC 4
Palisades Investment Partners, LLC 4
Index Technologies Group LLC 4
GAMDX - GOLDMAN SACHS TRUST - Goldman Sachs Local Emerging Markets Debt 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
Long Island Wealth Management, Inc. 4
1 North Wealth Services Llc 4
Silverleafe Capital Partners, LLC 4
EACAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance California Municipal Opportunities Fund Class A 4
Bulltick Wealth Management, LLC 4
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 4
FIIGX - First Investors Income Funds - First Investors Investment Grade Fund Class A 4
Quadcap Wealth Management, LLC 4
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 4
Sullivan, Bruyette, Speros & Blaney, LLC 4
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 4
Aviso Wealth Management 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 4
Maia Wealth LLC 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 4
First Trust Investment Solutions L.P. 4
Up Strategic Wealth Investment Advisors Llc 4
Kodai Capital Management LP 4
Apollon Financial, LLC 4
Par Capital Management Inc 4
Gold Investment Management Ltd. 4
Legg Mason Investment Counsel & Trust Co., N.A. 4
VKMGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Quality Income Fund CLASS A 4
Central Valley Advisors, Llc 4
Winthrop Capital Management, LLC 4
Atlanta Capital Management Co L L C 4
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 4
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 4
Community Bank System, Inc. 4
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 4
Gradient Capital Advisors, LLC 4
Harmony Asset Management Llc 4
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 4
Crabel Capital Management, LLC 4
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 4
Patrick M Sweeney & Associates, Inc 4
Hutchens Investment Management Inc 4
Marsico Capital Management Llc 4
Benson Wealth Management INC 4
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 4
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 4
Unique Wealth Strategies, LLC 4
Opinicus Capital, Inc. 4
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 4
Bainco International Investors 4
VCI Wealth Management LLC 4
Wynn Capital, LLC 4
Criterion Capital Advisors, Llc 4
Cullen Investment Group, Ltd. 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 4
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 4
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 4
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 4
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 4
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 4
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 4
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 4
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I 4
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 4
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 4
Lewis Asset Management, LLC 4
Trueblood Wealth Management, LLC 4
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 4
Rockline Wealth Management, LLC 4
Green Arrow Capital Management Llc 4
TrueMark Investments, LLC 4
Roman Butler Fullerton & Co 4
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 4
Eagle Wealth Advisors LLC 4
Mark Asset Management Lp 4
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 4
Private Capital Management Inc 4
Elevated Financial Group LLC 4
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 4
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 4
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 4
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 4
Hegarty Advisors, LLC 4
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 4
Genesee Valley Trust Co 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 4
KPP Advisory Services LLC 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
Reliant Investment Management, LLC 4
Rogco, Lp 4
Lakeshore Financial Planning, Inc. 4
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 4
Syntax Research, Inc. 4
Adirondack Research & Management Inc. 4
Cutler Investment Counsel Llc 4
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 4
Peoples Bank/KS 4
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 4
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 4
Bain Capital Public Equity Management Ii, Llc 4
Williams & Novak, LLC 4
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 4
Etesian Wealth Advisors, Inc. 4
WFA Asset Management Corp 4
Financial Advisory Partners, Llc 4
StoryOne LLC 4
Fft Wealth Management Llc 4
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 4
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 4
Halpern Financial, Inc. 4
Prosperity Wealth Management, Inc. 4
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 4
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 4
Grace Capital 4
Valiant Capital Management, L.P. 4
Poplar Forest Capital LLC 4
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 4
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 4
Cottage Street Advisors LLC 4
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 4
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 4
Eaton Vance Senior Floating Rate Trust 4
Eaton Vance Short Duration Diversified Income Fund 4
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares 4
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 4
Victory Institutional Funds 4
ARS Investment Partners, LLC 4
Blue Rock Advisors, LLC 4
Cypress Asset Management Inc/tx 4
J.M. Arbour, LLC 4
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 4
St. Louis Trust Co 4
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 4
P Schoenfeld Asset Management Lp 4
Journey Retirement Planning & Investment Management Llc 4
Michael S. Ryan, Inc. 4
aeris Capital Holding GmbH 4
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 4
Lazari Capital Management, Inc. 4
CapWealth Advisors, LLC 4
LSSAX - LOOMIS SAYLES FUNDS I - Loomis Sayles Securitized Asset Fund Institutional Class 4
Opus Investment Management Inc 4
Strategies Wealth Advisors, LLC 4
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 4
Invictus Private Wealth, Llc 4
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 4
Kennedy Investment Group 4
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 4
Connors Investor Services Inc 4
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 4
Apex Capital Management 4
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 4
Cornerstone Capital, Inc. 4
First Trust High Income Long/short Fund 4
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 4
Strategic Capital Alternatives LLC 4
GMEZX - GuideStone Funds - Impact Equity Fund Investor 4
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 4
3Chopt Investment Partners, LLC 4
Cna Financial Corp 4
Svenska Handelsbanken AB (publ) 4
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 4
Summit Partners Public Asset Management, Llc 4
Century Capital Management, LLC 4
PCA Investment Advisory Services Inc. 4
Board of Trustees of The Leland Stanford Junior University 4
NOIEX - Northern Funds - Northern Income Equity Fund 4
DoubleLine ETF Adviser LP 4
Peak Planning Group, LLC 4
Quintet Private Bank (Europe) S.A. 4
New Amsterdam Partners Llc/ny 4
Stamos Capital Partners, L.p. 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 4
London Co Of Virginia 4
TrinityPoint Wealth, LLC 4
Edge Asset Management, Inc 4
Howland Capital Management Llc 4
Partner Investment Management, L.P. 4
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 4
Buffalo Business & Estate Services Ltd 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Municipal Real Return Portfolio Institutional Class 4
Sessa Capital IM, L.P. 4
Bronson Point Management LLC 4
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 4
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 4
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 4
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 4
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 4
Independent Investors Inc 4
Teewinot Capital Advisers, L.L.C. 4
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 4
Whitaker-Myers Wealth Managers, LTD. 4
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A 4
Dragoneer Investment Group, LLC 4
Authentikos Wealth Advisory, LLC 4
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 4
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 4
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 4
Oppenheimer Series Fund 4
Luts & Greenleigh Group, Inc 4
Alvarez & Marsal Private Wealth Partners, LLC 4
Atika Capital Management LLC 4
Polaris Investment Advisors, LLC 4
NISPX - Nuveen Managed Accounts Portfolios Trust - Nuveen Preferred Securities and Income Managed Accounts Portfolio Common Shares 4
CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares 4
ADPV - Series Portfolios Trust - Adaptiv Select ETF 4
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class 4
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 4
PIMCO Flexible Real Estate Income Fund 4
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 4
Redmond Asset Management, LLC 4
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 4
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 4
Violich Capital Management, Inc. 4
Bbjs Financial Advisors, Llc 4
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 4
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 4
Fishman Jay A Ltd/mi 4
D1 Capital Partners L.P. 4
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 4
Matrix Asset Advisors Inc/ny 4
Strait & Sound Wealth Management LLC 4
Oppenheimer Global Fund 4
Bensler, LLC 4
Talbot Financial, LLC 4
Multisector Income Portfolio 4
Applied Finance Capital Management, LLC 4
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 4
West Chester Capital Advisors, Inc 4
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 4
Lgl Partners, Llc 4
Auxier Asset Management 4
Pettyjohn, Wood & White, Inc 4
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 4
KM Capital Management Ltd. 4
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 4
PDHAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Hard Currency Fund Class A 4
Kula Investments, LLC 4
Capital Group Investment Management Pte. Ltd. 4
Cadinha & Co Llc 4
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 4
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 4
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 4
BOS Asset Management, LLC 4
Focused Alpha, Llc 4
Suvretta Capital Management, Llc 4
Miller Global Investments, LLC 4
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 4
Sherman Porfolios, Llc 4
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 4
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
Longbow Finance SA 4
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 4
PMG Family Office LLC 4
Hitchwood Capital Management LP 4
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 4
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 4
Opus Capital Group, LLC 4
Finivi Inc. 4
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 4
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 4
Cercano Management LLC 4
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 4
Severin Investments, LLC 4
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 4
HNASX - HOMESTEAD FUNDS INC - Growth Fund 4
Delta Financial Group, Inc. 4
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 4
Cooperman Leon G 4
Exit Wealth Advisors, LLC. 4
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 4
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 4
Beacon Bridge Wealth Partners, LLC 4
AM Squared Ltd 4
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 4
First Nebraska Trust Co 4
ERn Financial, LLC 4
Financial & Tax Architects, LLC 4
J.E. Simmons & Co., P.C. 4
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 4
Lipe & Dalton 4
STAR Financial Bank 4
Keystone Investors Pte Ltd 4
SNS Financial Group, LLC 4
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 4
Zevin Asset Management Llc 4
Quantum Capital Management, LLC / NJ 4
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 4
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 4
American Money Management, LLC 4
Pring Turner Capital Group Inc 4
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 4
Athena Wealth Management, LLC 4
Citizens & Northern Corp 4
Van Berkom & Associates Inc. 4
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 4
Lodestar Private Asset Management Llc 4
Breakwater Capital Group 4
Insight Capital Research & Management Inc 4
Wafra Inc. 4
Allegiance Financial Group Advisory Services LLC 4
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 4
Clear Street Group Inc. 4
Northern Financial Advisors Inc 4
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
Schear Investment Advisers, LLC 4
Munich Reinsurance Co Stock Corp in Munich 4
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 4
Marshall & Sullivan Inc /wa/ 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
Bell Bank 4
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 4
Davis Capital Partners, Llc 4
Corundum Group, Inc. 4
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 4
Rovida Advisors Inc. 4
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 4
Peloton Wealth Strategists 4
Manske Wealth Management 4
Northstar Asset Management Llc 4
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 4
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 4
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 4
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 4
Nichols & Pratt Advisers Llp /ma 4
Tealwood Asset Management Inc 4
Emory University 4
Marble Harbor Investment Counsel, LLC 4
Wambolt & Associates, LLC 4
Three Bridge Wealth Advisors, LLC 4
Investidor Profissional Gestao de Recursos Ltda. 4
Shanda Payment Holdings Ltd. 4
Fulcrum Equity Management 4
Court Place Advisors, LLC 4
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 4
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 4
Sentinel Variable Products Trust 4
Exane Asset Management 4
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 4
A4 Wealth Advisors LLC 4
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 4
Renaissance Group Llc 4
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 4
Western Asset/claymore Inflation-linked Securities & Income Fund 4
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 4
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 4
Financial Insights, Inc. 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2019 4
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 4
Verde Servicos Internacionais S.A. 4
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 4
Croft-leominster Inc 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 4
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 4
High Falls Advisors, Inc 4
RiverPoint Capital Management, LLC 4
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 4
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 4
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 4
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 4
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 4
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 4
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares 4
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 4
Millennium Capital Advisors, LLC 4
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 4
Gillespie Robinson & Grimm Inc 4
Tred Avon Family Wealth, Llc 4
Patriot Wealth Management, Inc. 4
ANFLX - Angel Oak Funds Trust - Angel Oak Financials Income Fund Class A 4
Arrow Investment Advisors, LLC 4
Mad River Investors 4
FZBAX - FRANKLIN STRATEGIC SERIES - Franklin Flexible Alpha Bond Fund Advisor Class 4
Meadowbrook Wealth Management, LLC 4
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 4
Penobscot Investment Management Company, Inc. 4
FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund 4
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 4
Greenfield Savings Bank 4
Silver Grove Financial Group, Inc. 4
Sunnymeath Asset Management, Inc. 4
IFC Holdings Incorporated/FL 4
Summit Asset Management, LLC 4
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 4
Estate Planners Group, LLC 4
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 4
Hendershot Investments Inc. 4
Momentum Advisors, LLC 4
Fir Tree Capital Management Lp 4
Sassicaia Capital Advisers Llc 4
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 4
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 4
BINT - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Global Equity ETF 4
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 4
Virtus Total Return Fund Inc. 4
Bank Pictet & Cie (asia) Ltd 4
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 4
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 4
Presidio Capital Management, LLC 4
Rhl Group, Llc 4
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 4
Wilks Brothers, LLC 4
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 4
Deutsche Multi-market Income Trust 4
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 4
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 4
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 4
HSBC FUNDS - HSBC High Yield Fund Class A 4
Eukles Asset Management 4
Quantum Private Wealth, LLC 4
Lcnb Corp 4
Chicago Capital Management, LLC 4
BLUC - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Core ETF 4
PARK CIRCLE Co 4
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 4
Landsberg, Bennett, & Dubbaneh LLC 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2033 4
Hall Capital Management Co Inc 4
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 4
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 4
Advanced Series Trust - Ast Mid-cap Growth Portfolio 4
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 4
Aristotle Capital Management, LLC 4
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 4
Massachusetts Mutual Life Insurance Co 4
Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF 4
Mechanics Financial Corp 4
Hamrick Investment Counsel, llc 4
Fund Management at Engine No. 1 LLC 4
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 4
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 4
GatePass Capital, LLC 4
Madison Street Partners, LLC 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
Fell Capital Management /adv 4
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 4
Investment Partners Asset Management, Inc. 4
Provence Wealth Management Group 4
Sterling Investment Counsel, LLC 4
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R 4
Eaton Vance Floating-rate Income Trust 4
Paragon Private Wealth Management, LLC 4
Cyrus J. Lawrence, LLC 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 4
Hudson Valley Investment Advisors Inc /adv 4
Argus Investors' Counsel, Inc. 4
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 4
PACIFIC SELECT FUND - Currency Strategies Portfolio CLASS I 4
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 4
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 4
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 4
Strategic Global Advisors, LLC 4
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 4
Smith, Salley & Associates 4
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 4
Nair Vinay 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 4
BERIX - Chartwell Funds - Berwyn Income Fund 4
Ipswich Investment Management Co., Inc. 4
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 4
Eaton Vance Floating-rate Income Plus Fund 4
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 4
Washburn Capital Management, Inc. 4
INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF 4
Paragon Advisors, LLC 4
FT Vest Total Return Income Fund: Series B1 4
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 4
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 4
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 4
FT Vest Hedged Equity Income Fund: Series B1 4
Dean Investment Associates, Llc 4
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 4
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 4
Kazazian Asset Management, LLC 4
Beacon Capital Management, Inc. 4
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
Cypress Capital Group 4
Nautilus Advisors LLC 4
PACIFIC SELECT FUND - Comstock Portfolio Class I 4
Zevenbergen Capital Investments Llc 4
Hunter Associates Investment Management Llc 4
Burton Enright Welch 4
Leo H. Evart, Inc. 4
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 4
East Coast Asset Management, LLC. 4
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 4
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 4
71 West Capital Partners 4
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 4
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 4
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 4
Schafer Cullen Capital Management Inc 4
Dalton Investments LLC 4
Security Financial Services, INC. 4
Aspire Wealth Management Corp 4
WealthBridge Investment Counsel Inc. 4
Galaxy Digital Capital Management GP LLC 4
Key Client Fiduciary Advisors, LLC 4
VNYTX - VANGUARD NEW YORK TAX-FREE FUNDS - Vanguard New York Long-Term Tax-Exempt Fund Investor Shares 4
Vienna Asset Management LLC 4
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 4
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 4
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 4
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 4
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 4
Saiers Capital, LLC 4
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 4
Saturna Capital CORP 4
Fiduciary Services Corp/ga 4
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 4
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 4
Ami Investment Management Inc 4
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 4
Azimuth Capital Management LLC 4
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 4
Bluedoor Private Wealth, Llc 4
Westerkirk Capital Inc. 4
Pacholder High Yield Fund Inc 4
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 4
Benchmark Investment Advisors LLC 4
Mendel Capital Management LLC 4
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 4
Ulland Investment Advisors, LLC 4
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 4
Holos Integrated Wealth LLC 4
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 4
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 4
Granite Bay Wealth Management, LLC 4
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 4
Harding Loevner Lp 4
Summit Financial Wealth Advisors, LLC 4
QUANTRES ASSET MANAGEMENT Ltd 4
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 4
Graham Capital Wealth Management, Llc 4
Morgan Dempsey Capital Management Llc 4
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 4
Guerra Pan Advisors, Llc 4
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 4
Opal Capital Llc 4
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 4
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 4
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 4
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 4
Amica Pension Fund Board Of Trustees 4
Duff & Phelps Investment Management Co 4
Starfire Investment Advisers, Inc. 4
Arbor Investment Advisors, LLC 4
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 4
Strategic Wealth Management Inc 4
CRAIX - Community Capital Trust - COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND CRA Shares 4
S&co Inc 4
Stonebridge Capital Management Inc 4
Alerus Investment Advisors Corp 4
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 4
Sound Shore Management Inc /ct/ 4
CTC Capital Management, LLC 4
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 4
Jmac Enterprises Llc 4
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 4
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 4
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 4
Sender Co & Partners, Inc. 4
Montag & Caldwell, Llc 4
J.P. Turner & Co Capital Mnagement, LLC 4
Evelyn Partners Investment Management (Europe) Ltd 4
Skaana Management L.P. 4
Evelyn Partners Asset Management Ltd 4
Harbor Asset Planning, Inc. 4
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 4
RE Dickinson Investment Advisors, LLC 4
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 4
Delta Accumulation, LLC 4
Consilio Wealth Advisors, Llc 4
Trail Ridge Investment Advisors, LLC 4
Westbourne Investment Advisors, Inc. 4
Kimelman & Baird, LLC 4
Meadowbrook Advisors Group, LLC 4
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 4
OPTIMAS CAPITAL Ltd 4
Wilson & Boucher Capital Management, LLC 4
Covenant Multifamily Offices, LLC 4
Virtus Total Return Fund 4
Putnam Fund For Growth & Income 4
VCIGX - VALIC Co I - Dividend Value Fund 4
Family Legacy Financial Solutions, LLC 4
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 4
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 4
Eagle Strategies LLC 4
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 4
Ws Management Lllp 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 4
CGMRX - CGM TRUST - CGM Realty Fund 4
Trust Investment Advisors 4
Buckingham Capital Management, Inc. 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
Sprott Inc. 4
Boussard & Gavaudan Investment Management LLP 4
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 4
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 4
Sterling Global Strategies LLC 4
Masso Torrence Wealth Management Inc. 4
Difesa Capital Management, Lp 4
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
Gallagher Fiduciary Advisors, LLC 4
VCHYX - VALIC Co II - High Yield Bond Fund 4
VACVX - VALIC Co II - Large Cap Value Fund 4
Northcape Wealth Management, Llc 4
Reynders McVeigh Capital Management, LLC 4
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 4
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 4
Adell Harriman & Carpenter Inc 4
Greenup Street Wealth Management Llc 4
Stiles Financial Services Inc 4
Third Avenue Management Llc 4
Otter Creek Management Inc 4
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 4
Cobalt Capital Management, Inc. 4
Fractal Investments LLC 4
EagleClaw Capital Managment, LLC 4
AMCPX - AMCAP FUND - AMCAP FUND Class A 4
Uniplan Investment Counsel, Inc. 4
Norwood Financial Corp 4
Groesbeck Investment Management Corp /nj/ 4
Strategic Wealth Advisors Group, LLC 4
GLBY - WisdomTree Trust - WisdomTree Yield Enhanced Global Aggregate Bond Fund N/A 4
Kearns & Associates LLC 4
Terra Nova Asset Management LLC 4
Ken Stern & Associates, Inc. 4
Forefront Wealth Management Inc. 4
Palo Capital, Inc. 4
Zimmermann Investment Management & Planning Llc 4
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 4
Ironsides Asset Advisors, LLC 4
Pensionfund Sabic 4
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 4
Goodman Advisory Group, LLC 4
Keystone Financial Services 4
BKF - iShares, Inc. - iShares MSCI BRIC ETF 4
Detwiler Fenton Investment Management LLC 4
Lee Johnson Capital Management, Llc 4
Carlson Capital Management 4
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 4
Highview Capital Management LLC/DE/ 4
Burns J W & Co Inc/ny 4
Liberty All Star Equity Fund 4
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 4
Caldwell & Orkin Inc 4
Bouchey Financial Group Ltd 4
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 4
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 4
Van Cleef Asset Management,Inc 4
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 4
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 4
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 3
RHS Financial, LLC 3
Context Capital Funds 3
PenderFund Capital Management Ltd. 3
Tandem Wealth Advisors LLC 3
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 3
Matthew Goff Investment Advisor, LLC 3
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 3
FEDERATED CORE TRUST - Emerging Markets Core Fund 3
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 3
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 3
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 3
Graphene Investments SAS 3
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 3
Hershey Financial Advisers, LLC 3
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 3
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 3
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 3
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 3
Independence Wealth Advisors, LLC 3
RTRE - Collaborative Investment Series Trust - Rareview Total Return Bond ETF 3
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A 3
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 3
Signet Private Wealth LLC 3
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 3
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 3
South Shore Capital Advisors 3
Nbw Capital Llc 3
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 3
Franklin, Parlapiano, Turner & Welch, LLC 3
SA FUNDS INVESTMENT TRUST - SA International Value Fund 3
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 3
TSWFX - Perpetual Americas Funds Trust - TSW CORE PLUS BOND FUND Institutional Shares 3
Noked Israel Ltd 3
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 3
Guinness Atkinson Asset Management Inc 3
Tegean Capital Management, Llc 3
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 3
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF 3
Noked Capital LTD 3
Santa Monica Partners Lp 3
Heritage Wealth Management, Inc. 3
Dividend & Income Fund 3
Cantor Fitzgerald Investment Adviser L.p. 3
CLARET ASSET MANAGEMENT Corp 3
Geneva Partners, LLC 3
Short Duration High Income Portfolio - Short Duration High Income Portfolio 3
Rowland Carmichael Advisors Inc /adv 3
First Fiduciary Investment Counsel, Inc. 3
IOO - iSHARES TRUST - iShares Global 100 ETF 3
Per Stirling Capital Management, LLC. 3
NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF 3
Jasper Ridge Partners, L.P. 3
Sage Capital Advisors,llc 3
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF 3
Delta Lloyd Asset Management N.v. 3
AMFQX - Investment Managers Series Trust - 361 Managed Futures Strategy Fund Investor Class 3
Capital Advisors Wealth Management, LLC 3
RPTC Inc. 3
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 3
USAdvisors Wealth Management, LLC 3
Freedom Wealth Alliance, Llc 3
Egerton Capital (UK) LLP 3
Pomelo Capital LLC 3
GENT - Spinnaker ETF Series - Genter Capital Taxable Quality Intermediate ETF 3
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 3
Bellevue Group AG 3
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A 3
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 3
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 3
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 3
Pathfinder Wealth Consulting, Inc. 3
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 3
Grisanti Capital Management LLC 3
Orinda Asset Management LLC 3
AGGS - Harbor ETF Trust - Harbor Disciplined Bond ETF 3
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 3
Dover Advisors, Llc 3
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 3
Alpine Group Usvi, Llc 3
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 3
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
Carillon Tower Advisers, Inc. 3
Evergreen Wealth Solutions, LLC 3
Valley Forge Asset Management, Llc 3
West Tower Group, LLC 3
Blodgett Wealth Advisors, Llc 3
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 3
Amussen Hunsaker Associates Llc 3
Dow Chemical Co /de/ 3
Enterprise Bank & Trust Co 3
Main Management ETF Advisors, LLC 3
Left Brain Wealth Management, LLC 3
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 3
Auto-Owners Insurance Co 3
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 3
Employees Provident Fund Board 3
von Borstel & Associates, Inc. 3
Oak Hill Wealth Advisors, Llc 3
Tcfg Wealth Management, Llc 3
BluePointe Capital Management, LLC 3
Axecap Investments, LLC 3
Merkkuri Wealth Advisors LLC 3
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 3
QSTAX - Advisors Preferred Trust - Quantified STF Fund Advisor Class Shares 3
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 3
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 3
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 3
Clovis Capital Management Lp 3
Harrington Investments, INC 3
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 3
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 3
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 3
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 3
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 3
Audent Global Asset Management, LLC 3
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 3
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 3
S. R. Schill & Associates 3
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 3
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 3
Letko, Brosseau & Associates Inc 3
Harvest Portfolios Group Inc. 3
LMG Wealth Partners, LLC 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
Nokota Management, LP 3
Maiden Cove Capital, LLC 3
Carnegie Lake Advisors LLC 3
Proactive Wealth Strategies LLC 3
MKP Capital Management, L.L.C. 3
Boston Income Portfolio - Boston Income Portfolio 3
Yukon Wealth Management, Inc. 3
Buffington Mohr McNeal 3
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 3
Pioneer Diversified High Income Trust 3
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 3
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 3
Flow State Investments, L.P. 3
Palestra Capital Management LLC 3
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 3
Lomas Capital Management, LLC 3
Principal Diversified Select Real Asset Fund 3
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 3
Alaethes Wealth LLC 3
New Century Investment Management, Inc 3
Acas, Llc 3
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 3
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 3
Optivise Advisory Services LLC 3
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 3
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 3
MTCGX - M FUND INC - M Large Cap Growth Fund 3
Bloom Tree Partners, Llc 3
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 3
Carr Financial Group Corp 3
Worth Financial Advisory Group, LLC 3
3d Asset Management, Inc 3
Enclave Advisors LLC 3
Shum Financial Group, Inc. 3
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 3
Lantz Financial LLC 3
Win Advisors, Inc 3
Manning & Napier Group, LLC 3
Argent Financial Group, Inc. 3
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class 3
Provident Wealth Management, LLC 3
QRMIX - AQR Funds - AQR Risk Parity II MV Fund Class I 3
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 3
Seminole Management Co., Inc. 3
Safe Harbor Fiduciary, LLC 3
Eton Park Capital Management, L.P. 3
Promethium Advisors,llc 3
Tectonic Advisors Llc 3
Rooted Wealth Advisors, Inc. 3
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 3
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 3
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 3
Independent Wealth Network Inc. 3
Clifford Group, LLC 3
Eisler Capital (US) LLC 3
KERR FINANCIAL PLANNING Corp 3
Cascades Capital Asset Management, LLC 3
Cornell Pochily Investment Advisors, Inc. 3
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 3
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 3
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 3
Intercapital, Llc 3
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 3
Lifetime Wealth Management P.C. 3
Broadleaf Partners, LLC 3
Fermata Advisors, LLC 3
Davy Global Fund Management Ltd 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
Red Lighthouse Investment Management, Llc 3
MUB - iSHARES TRUST - iShares National Muni Bond ETF 3
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 3
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 3
Knott David M Jr 3
Argonautica Private Wealth Management, Inc 3
Wimmer Associates 1, Llc 3
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 3
RIA Advisory Group LLC 3
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 3
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 3
Port Capital LLC 3
Townsend & Associates, Inc 3
RiverNorth Managed Duration Municipal Income Fund, Inc. 3
HGI Capital Management, LLC 3
Duff & Phelps Utility & Corporate Bond Trust Inc 3
Nexus Investment Management ULC 3
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 3
Keystone Wealth Services, LLC 3
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 3
Harbor Advisory Corp /ma/ 3
Herring Creek Capital Management, LLC 3
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 3
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 3
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 3
WMG Financial Advisors, LLC 3
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 3
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 3
Bath Savings Trust Co 3
Cognios Capital, LLC 3
Allied Investment Advisors, LLC 3
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 3
Pelham Global Financials Ltd 3
Smith & Howard Wealth Management, LLC 3
ACR Alpine Capital Research, LLC 3
Maxele Advisors, LLC 3
Itau USA Asset Management Inc. 3
Riverview Capital Advisers, LLC 3
Edmond de Rothschild (Europe) 3
Portfolio Solutions, LLC 3
Signet Management Usa, Llc 3
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 3
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 3
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3
Black Diamond Financial, LLC 3
Arlington Financial Advisors, LLC 3
Silver Bridge Capital Management LLC 3
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 3
Oppenheimer Limited-term Bond Fund 3
Telemark Asset Management, LLC 3
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 3
McGowan Group Asset Management, Inc. 3
Endex Capital Management Llc 3
Granite Point Capital Management, L.P. 3
Bolton Lp 3
CPA Asset Management LLC 3
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB 3
SVA Wealth Management, LLC 3
Marion Wealth Management 3
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 3
Regimen Wealth, Llc 3
Highfields Capital Management Lp 3
Columbus Macro, LLC 3
First Allied Asset Management, Inc. 3
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 3
National Investment Services of America, LLC 3
Factorial Partners, Llc 3
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3
PENN SERIES FUNDS INC - Smid Cap Growth Fund 3
LVZ Advisors, Inc. 3
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF 3
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 3
FFG Partners, LLC 3
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 3
Perryman Financial Advisory Inc /ad 3
Rheos Capital Works Inc. 3
Epacria Capital Partners, Llc 3
Roof Eidam & Maycock/adv 3
Capital Squared Financial LLC 3
Boyar Asset Management Inc. 3
PENN SERIES FUNDS INC - Developed International Index Fund 3
Capital Investment Counsel, Inc 3
Fifth Lane Capital, Lp 3
Stratton Management Co 3
Cfo Capital Management Llc 3
Charles Schwab Trust Co 3
PENN SERIES FUNDS INC - Large Cap Value Fund 3
Valtinson Bruner Financial Planning LLC 3
Folger Nolan Fleming Douglas Capital Management, Inc 3
Seed Wealth Management, Inc. 3
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 3
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 3
Hiley Hunt Wealth Management 3
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF 3
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF 3
O'Brien Greene & Co. Inc 3
Yong Rong (HK) Asset Management Ltd 3
Goodwin Daniel L 3
Inverness Investment Group, LLC 3
Brighthouse Funds Trust II - MFS Value Portfolio Class A 3
Tanager Wealth Management LLP 3
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 3
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
Inspirion Wealth Advisors, Llc 3
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 3
Voya Emerging Markets High Dividend Equity Fund 3
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 3
Palouse Capital Management, Inc. 3
Unique Wealth, Llc 3
Strathmore Capital Advisors, Inc. 3
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 3
Symons Capital Management Inc 3
Danica Pension, Livsforsikringsaktieselskab 3
Van Strum & Towne Inc. 3
Voya International High Dividend Equity Income Fund 3
Avondale Wealth Management 3
AFS Financial Group, LLC 3
Securian Funds Trust - SFT T. Rowe Price Value Fund 3
Henson-Edgewater Management, LLC 3
Ducere Wealth Management LLC 3
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 3
Founders Grove Wealth Partners, Llc 3
Amarillo National Bank 3
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 3
Brady Martz Wealth Solutions, LLC 3
TCUGX - TRUST FOR CREDIT UNIONS - Enhanced Income Intermediate Duration Credit Portfolio - Investor Shares 3
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 3
Voya Senior Income Fund 3
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 3
New Vernon Investment Management Llc 3
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 3
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 3
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 3
M.e. Allison & Co., Inc. 3
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 3
Warberg Asset Management LLC 3
Elkhorn Partners Limited Partnership 3
Zions Trust, National Association 3
Lynrock Lake LP 3
TCF National Bank 3
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 3
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class 3
Sylvest Advisors, LLC 3
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 3
WT Wealth Management 3
Oregon Pacific Wealth Management, LLC 3
American Fidelity Dual Strategy Fund Inc 3
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 3
Wescott Financial Advisory Group, LLC 3
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 3
Hansberger Growth Investors, Lp 3
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 3
SignalPoint Asset Management, LLC 3
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 3
Rhodes Investment Advisors Inc /adv 3
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 3
Family Asset Management, LLC 3
Pegasus Asset Management, Inc. 3
Yahoo Inc 3
Retirement Financial Solutions, Llc 3
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 3
McHugh Group, LLC 3
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 3
Stewart & Patten Co Llc 3
Praetorian PR LLC 3
Allianzgi Convertible & Income 2024 Target Term Fund 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
Compass Financial Services Inc 3
Peak Asset Management, LLC 3
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 3
Louisbourg Investments Inc. 3
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 3
EMB - iSHARES TRUST - iShares J.P. Morgan USD Emerging Markets Bond ETF 3
Beta Wealth Group, Inc. 3
Manhattan West Asset Management, LLC 3
Tcg Advisors, Lp 3
Strid Group, LLC 3
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 3
Oppenheimer Rochester California Municipal Fund 3
Park Capital Management, LLC / WI 3
Palacios Wealth Management, LLC 3
Kropog Financial Group, LLC 3
Asset Planning,Inc 3
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 3
VCGSX - VALIC Co I - Government Securities Fund 3
Ibex Investors LLC 3
Pasadena Private Wealth, LLC 3
JGP Global Gestao de Recursos Ltda. 3
BXM Wealth LLC 3
Arnhold LLC 3
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 3
Rice Partnership, LLC 3
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 3
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 3
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 3
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 3
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 3
TENOR CAPITAL MANAGEMENT Co., L.P. 3
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF 3
FONPX - Tributary Funds, Inc. - Tributary Nebraska Tax-Free Fund Institutional Plus Class 3
VCIEX - VALIC Co I - International Equities Index Fund 3
Legacy Solutions, Llc 3
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 3
Credential Securities Inc. 3
CogentBlue Wealth Advisors, LLC 3
KARB - ETF Series Solutions - Carbon Strategy ETF 3
9823 Capital, L.P. 3
Putnam Investors Fund 3
Murphy, Middleton, Hinkle & Parker, Inc. 3
First National Bank of Mount Dora, Trust Investment Services 3
Hansberger Global Investors Inc/fl 3
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 3
Capital & Planning, Llc 3
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 3
Partners Wealth Management, Llc 3
Commonwealth Opportunity Capital Gp Llc 3
Sterling Capital Variable Insurance Funds 3
Siligmueller & Norvid Wealth Advisors LLC 3
Corsicana & Co. 3
Ruane, Cunniff & Goldfarb L.P. 3
Illumine Investment Management, LLC 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 3
Purkiss Capital Advisors LLC 3
Hickory Point Bank & Trust 3
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 3
BlueStem Wealth Partners, LLC 3
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 3
MKT Advisors LLC 3
Kelly Financial Group Llc 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 3
Td Asset Management Usa Funds Inc. 3
Transamerica Income Shares, Inc. 3
Tradewinds Global Investors, LLC 3
First Interstate Bancsystem Inc 3
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 3
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 3
Spotlight Asset Group, Inc. 3
Adams Hall Wealth Advisors, LLC 3
FTIIX - FEDERATED INTERNATIONAL SERIES INC - Federated Global Total Return Bond Fund Class A Shares 3
Overland Advisors, LLC 3
Foster Victor Wealth Advisors, LLC 3
Fiscal Wisdom Wealth Management, LLC 3
MA Private Wealth 3
Cvi Holdings, Llc 3
Gabelli Multimedia Trust Inc. 3
Montgomery Street Income Securities, Inc 3
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 3
Ccg Wealth Management, Llc 3
Schnieders Capital Management, Llc. 3
Dividend Builder Portfolio 3
Papp L Roy & Associates 3
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 3
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 3
Haven Private, LLC 3
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 3
Soviero Asset Management, LP 3
IFG Advisors, LLC 3
Wealth High Governance Capital Ltda 3
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 3
Jackson Square Partners, LLC 3
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 3
DecisionMap Wealth Management, LLC 3
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 3
BARING ASSET MANAGEMENT Ltd 3
Madison Investment Advisors, LLC 3
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 3
FAQDX - Fidelity Greenwood Street Trust - Fidelity Macro Opportunities Fund Fidelity Advisor Macro Opportunities Fund: Class M 3
QTPI - Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF 3
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 3
Postrock Partners Llc 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 3
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 3
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 3
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 3
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
Schooner Investment Group, LLC. 3
Ariose Capital Management Ltd 3
Brightworth 3
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 3
Tilden Park Management I LLC 3
Paradigm Financial Advisors, LLC 3
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 3
Columbia Etf Trust 3
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
Shannon River Fund Management LLC 3
Flagship Wealth Advisors, Llc 3
BLACKROCK FUNDS - iShares U.S. Securitized Bond Index Fund 3
ZEGA Investments, LLC 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 3
Northbridge Financial Group, Llc 3
PW Nova Financial Services LLC 3
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 3
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 3
Torray Llc 3
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 3
Europacific Growth Fund 3
Philadelphia Investment Partners New Generation Fund 3
Steben Alternative Investment Funds 3
Spectrum Financial Alliance Ltd LLC 3
Community Capital Management, Inc. 3
Bay Capital Advisors, LLC 3
Blue Owl Capital Holdings LP 3
Blackstone Real Estate Income Master Fund 3
Eaton Vance Floating-rate 2022 Target Term Trust 3
Closed-End Fund Advisors, Inc. 3
Nippon Life Global Investors Americas, Inc. 3
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 3
PBU - The Pension Fund of Early Childhood & Youth Educators 3
Sandell Asset Management Corp 3
JTHIX - James Alpha Funds Trust - James Alpha Total Hedge Portfolio Class I 3
Ategra Capital Management, LLC 3
Endowment Wealth Management, Inc. 3
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 3
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 3
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 3
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 3
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 3
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 3
Moment Partners, LLC 3
Broadway Wealth Solutions, Inc. 3
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 3
JAHSX - James Alpha Funds Trust - James Alpha EHS Fund Class R6 3
Arlington Capital Management, Inc. 3
Hsbc Portfolios 3
OAIE - Series Portfolios Trust - Optimize AI Smart Sentiment Event-Driven ETF 3
Vestpro Financial Partners, Inc. Dba Cpf Texas 3
Prudent Man Investment Management, Inc. 3
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6 3
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 3
Amici Capital, LLC 3
Ashburton (Jersey) Ltd 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 3
Strategic Global Income Fund Inc 3
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 3
Pinnacle Wealth Advisors 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 3
Nuveen High Income 2020 Target Term Fund 3
Foxby Corp. 3
BAM Wealth Management, LLC 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 3
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 3
Gabelli Go Anywhere Trust 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 3
Parthenon Llc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 3
Schwerin Boyle Capital Management Inc 3
Wright Managed Income Trust 3
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 3
DAINX - Dunham Funds - Dunham International Stock Fund Class A 3
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 3
AG Campbell Advisory, LLC 3
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 3
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 3
VGI Partners Ltd 3
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 3
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 3
New Harbor Financial Group, LLC 3
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 3
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 3
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 3
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund 3
MML SERIES INVESTMENT FUND - MML Global Fund Class I 3
Uniting Wealth Partners, LLC 3
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 3
Horizons Wealth Management 3
SBI Okasan Asset Management Co.Ltd. 3
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 3
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 3
Nuveen Mortgage Opportunity Term Fund 3
Cynosure Advisors, Llc 3
Maj Invest Holding A/S 3
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 3
Eaton Vance Tax-managed Buy-write Income Fund 3
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 3
Majedie Asset Management Ltd 3
Kelman-Lazarov, Inc. 3
U S Wealth Group, Llc. 3
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 3
Broadwater Capital Management Llc 3
First Trust Enhanced Equity Income Fund 3
Arrow Capital Pty Ltd 3
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 3
Gabelli Global Utility & Income Trust 3
Western Asset Global Partners Income Fund Inc. 3
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 3
Orser Capital Management, Llc 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
Crux Wealth Advisors 3
Gabelli Healthcare & Wellnessrx Trust 3
Brooktree Capital Management 3
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 3
VAPPX - VALIC Co I - Capital Appreciation Fund 3
Minot Wealth Management LLC 3
Handelsinvest Investeringsforvaltning 3
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 3
Sphinx Trading, Lp 3
Marin Bay Wealth Advisors, LLC 3
Coign Capital Advisors LLC 3
Destra Investment Trust Ii 3
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 3
Kiltearn Partners LLP 3
Petros Family Wealth, LLC 3
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 3
Broyhill Asset Management 3
Bridger Management, Llc 3
Eagle Capital Management Llc 3
MSH Capital Advisors LLC 3
National Investment Services Inc /wi 3
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 3
Infini Capital Management Ltd 3
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 3
Decision Investments, Inc 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 3
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 3
Hutchens Investment Management Inc 3
Liberty Street Advisors, Inc. 3
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 3
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. 3
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 3
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 3
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 3
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 3
Locust Wood Capital Advisers, Llc 3
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 3
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
ADAPT Investment Managers SA 3
Horizon Family Wealth, Inc. 3
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 3
Blalock Williams, Llc 3
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 3
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 3
Sona Asset Management (us) Llc 3
BLKBRD Asset Management, LP 3
Rowland & Co Investment Counsel/adv 3
Warwick Investment Management, Inc. 3
Parkside Advisors LLC 3
Praxis Capital Management LLC 3
Element Squared LLC 3
EdgeRock Capital LLC 3
Carlton Hofferkamp & Jenks Wealth Management, LLC 3
Staley Capital Advisers Inc 3
MACRO Consulting Group 3
Schroder Capital Funds (delaware) 3
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 3
Transatlantique Private Wealth Llc 3
Morangie Management LLC 3
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 3
Shaker Investments Llc/oh 3
Oneamerica Funds Inc 3
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 3
TPINX - TEMPLETON INCOME TRUST - Templeton Global Bond Fund Class A 3
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 3
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 3
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 3
Sonora Investment Management Group, LLC 3
Keyvantage Wealth, Llc 3
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 3
Mirova 3
Meridian Management Co 3
Colter Lewis Investment Partners LLC 3
American Funds Fundamental Investors 3
Cdm Financial Counseling Services, Inc. 3
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
Castlekeep Investment Advisors Llc 3
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 3
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 3
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 3
Edmonds Duncan Registered Investment Advisors, LLC 3
Pinnacle Wealth Management Group, Inc. 3
China Universal Asset Management Co., Ltd. 3
Lord Abbett Developing Growth Fund, Inc. 3
Brooklands Fund Management Ltd 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
Blackrock Enhanced Global Dividend Trust 3
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 3
Independence Trust CO 3
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 3
PICTET BANK & TRUST Ltd 3
Victrix Investment Advisors 3
Morgan Stanley India Investment Fund, Inc. 3
Diversified Portfolios, Inc. 3
TIMOTHY PLAN - Timothy Strategic Variable 3
Harbour Investment Management Llc 3
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 3
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 3
AAAA - EA Series Trust - Amplius Aggressive Asset Allocation ETF 3
Mitsubishi UFJ Securities Holdings Co., Ltd. 3
PBMares Wealth Management LLC 3
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 3
Flynn Zito Capital Management, Llc 3
Heritage Financial Services, LLC 3
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 3
Zuckerman Investment Group, LLC 3
S.A. Mason LLC 3
Retiremitten Financial Llc 3
EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A 3
Wealthstreet Investment Advisors, LLC 3
Intrinsic Value Partners, LLC 3
A. D. Beadell Investment Counsel, Inc. 3
Outfitter Advisors, Ltd. 3
Financial Advantage, Inc. 3
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 3
Anderson Financial Strategies, LLC 3
Tulsa Wealth Advisors, INC 3
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 3
Fortress Wealth Group, LLC 3
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 3
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 3
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 3
Riverpark Capital Management Llc 3
IFC Advisors LLC 3
FolioMetrix LLC 3
Sagewood Asset Management LP 3
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 3
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 3
Advent International Corp/ma 3
Bornite Capital Management LP 3
Daiwa SB Investments Ltd. 3
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 3
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 3
York Capital Management Global Advisors, LLC 3
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 3
USGAX - MORGAN STANLEY US GOVERNMENT SECURITIES TRUST - Morgan Stanley US Government Securities Trust A 3
Willner & Heller, Llc 3
BLGR - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Growth ETF 3
WEDRX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Debt Fund Class R6 3
City National Bank Of Florida /msd 3
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 3
German American Bancorp, Inc. 3
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 3
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 3
Davis-rea Ltd. 3
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 3
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 3
Turn8 Private Wealth Inc. 3
Indus Capital Partners, Llc 3
Salzhauer Michael 3
Golden Reserve Retirement LLC 3
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 3
Betterment LLC 3
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 3
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 3
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 3
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 3
Private Asset Management Inc 3
Richmond Investment Services, LLC 3
South Georgia Capital, Llc 3
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 3
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 3
BVAL - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Value ETF 3
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 3
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 3
Anglepoint Asset Management, Ltd. 3
S-Bank Fund Management Ltd 3
Schneider Downs Wealth Management Advisors, LP 3
EJMK Ventures LLC 3
Sunbeam Capital Management, LLC 3
Madison Covered Call & Equity Strategy Fund 3
Hayek Kallen Investment Management 3
PCGTX - PACE SELECT ADVISORS TRUST - PACE Mortgage-Backed Securities Fixed Income Investments Class P 3
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 3
Miller/howard High Income Equity Fund 3
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 3
Westhampton Capital, LLC 3
DSAM Partners (London) Ltd 3
Lakewood Capital Management, Lp 3
Touchstone Investment Trust 3
Salient Capital Advisors, LLC 3
Platte River Wealth Advisors, LLC 3
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 3
Advanced Series Trust - Ast Mfs Global Equity Portfolio 3
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 3
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 3
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 3
Sunburst Financial Group, LLC 3
Financial Guidance Group, Inc. 3
Range Financial Group LLC 3
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 3
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 3
Full Value Advisors LLC 3
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 3
Affinity Wealth Management Llc 3
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 3
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 3
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 3
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 3
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 3
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 3
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 3
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 3
HITE Hedge Asset Management LLC 3
Karl Kapital LLC 3
Claudia M.p. Batlle, Crp (r) Llc 3
Jeppson Wealth Management, Llc 3
Hutchens & Kramer Investment Management Group, LLC 3
Lodestar Investment Counsel Llc/il 3
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 3
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 3
Estate Counselors, LLC 3
Corbenic Partners LLC 3
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 3
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 3
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 3
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 3
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 3
MRGR - PROSHARES TRUST - ProShares Merger ETF 3
Voce Capital Management LLC 3
Lexington Hill Partners, LLC 3
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 3
Westwood Management Corp /il/ 3
Peddock Capital Advisors, Llc 3
Delek Group, Ltd. 3
Athena Investment Management 3
Magellan Asset Management Ltd 3
CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF 3
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 3
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 3
Sonic Fund II, L.P. 3
SS&H Financial Advisors, Inc. 3
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 3
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 3
Paragon Associates & Paragon Associates Ii Joint Venture 3
Torch Wealth Management LLC 3
Osborne Partners Capital Management, Llc 3
Andrew Hill Investment Advisors, Inc. 3
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 3
LifePro Asset Management 3
Commons Capital, Llc 3
Grant/GrossMendelsohn, LLC 3
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 3
Dock Street Asset Management Inc 3
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 3
Armor Advisors, L.l.c. 3
United Bank 3
CrossGen Wealth, LLC 3
FirstMerit Bank N A Trustee 3
HHG & Company, LLC 3
Gemsstock Ltd. 3
Brooklyn FI, LLC 3
DORCHESTER WEALTH MANAGEMENT Co 3
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 3
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 3
Vantage Investment Partners, LLC 3
Palisades Hudson Asset Management, L.P. 3
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 3
Carter Financial Group, INC. 3
Old Port Advisors 3
III Capital Management 3
Crossmark ETF Trust - Crossmark Large Cap Value ETF 3
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 3
Berry Group, Llc 3
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 3
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 3
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 3
Mcglinn Capital Management Inc 3
Eclectic Associates Inc /adv 3
GFGF - EA Series Trust - Guru Favorite Stocks ETF 3
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 3
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 3
Johnson Midwest Financial, LLC 3
Autus Asset Management, LLC 3
BSMS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF 3
VMCVX - VALIC Co II - Mid Cap Value Fund 3
Bedrijfstakpensioenfonds Voor De Media Pno 3
Gibraltar Capital Management, Inc. 3
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 3
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 3
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 3
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 3
Brouwer & Janachowski, LLC 3
Solidarilty Wealth, LLC 3
KFA Private Wealth Group, LLC 3
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 3
BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF 3
Goodman Financial Corp 3
Heritage Investment Group, Inc. 3
FOMO - Collaborative Investment Series Trust - FOMO ETF 3
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 3
Cutler Capital Management, LLC 3
Murchinson Ltd. 3
Connors Funds - Connors Hedged Equity Fund Institutional Class 3
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 3
Diversified, LLC 3
Munro Partners 3
Garrett Investment Advisors LLC 3
Financial Solutions Advisory Group, Inc. 3
Manteio Capital LLC 3
Citadel Investment Advisory, Inc. 3
Asset Advisors Corp 3
Tweedy, Browne Co LLC 3
Churchill Financial Advisors, LLC 3
Artemis Wealth Advisors, LLC 3
Cazenove Capital Management Ltd 3
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 3
John Hancock Financial Opportunities Fund 3
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 3
GETCO Holding Company, LLC 3
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 3
Penseco Financial Services Corp 3
Smith, Graham & Co., Investment Advisors, LP 3
Seaport Global Asset Management Llc 3
Prosperity Planning, Inc. 3
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 3
IVC Wealth Advisors LLC 3
Lisanti Capital Growth, LLC 3
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 3
Peachtree Investment Advisors, Inc. 3
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 3
Udine Wealth Management, Inc. 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 3
Ifrah Financial Services, Inc. 3
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 3
Delta Capital Management Llc 3
PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I 3
FRG Family Wealth Advisors LLC 3
Miller Investment Management, LP 3
Adirondack Funds 3
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 3
Sadoff Investment Management Llc 3
Stableford Capital Ii Llc 3
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 3
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 3
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 3
BRCAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Balanced-Risk Commodity Strategy Fund Class A 3
Argent Trust Company, N.a. 3
St. Johns Investment Management Company, LLC 3
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 3
Aletheian Wealth Advisors LLC 3
Fortune 45 LLC 3
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 3
Wick Capital Partners, LLC 3
Aberdeen Wealth Management LLC 3
CWS Financial Advisors, LLC 3
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 3
Selway Asset Management 3
Skba Capital Management Llc 3
MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. 3
Legend Capital Advisors LLC 3
Benchmark Capital Advisors 3
Kaizen Financial Strategies 3
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 3
TMB Capital Partners, LLC 3
My Legacy Advisors, LLC 3
Act Wealth Management, Llc 3
Wealth Management Partners, LLC 3
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 3
Carl Domino Inc 3
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 3
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 3
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 3
Excalibur Management Corp 3
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 3
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 3
Ranger International Management, LP 3
Cowa, Llc 3
Vahanian & Associates Financial Planning Inc. 3
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 3
PRIV - SSGA Active Trust - SPDR SSGA Apollo IG Public & Private Credit ETF 3
Winton Series Trust 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 3
Global Frontier Investments LLC 3
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 3
Marathon Asset Management Llp 3
Quadrant Capital Management, LLC 3
Covea Finance 3
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 3
Kavar Capital Partners Group, Llc 3
Doheny Asset Management /ca 3
Financial Advisory Corp /ut/ /adv 3
Cander Asset Management LP 3
Campbell Newman Asset Management Inc 3
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 3
Oakwood Capital Management Llc/ca 3
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 3
MAFIX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class I Shares 3
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 3
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3
Fs Multi-alternative Income Fund 3
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3
Penn Davis Mcfarland Inc 3
Waycross Partners, Llc 3
Rpo Llc 3
OneAscent Wealth Management LLC 3
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 3
WealthPoint Financial, LLC 3
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 3
Arkfeld Wealth Strategies, L.L.C. 3
NODE - VanEck Funds - Onchain Economy ETF 3
Stancorp Investment Advisers Inc 3
ARS Wealth Advisors, LLC 3
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 3
Lokken Investment Group LLC 3
O'Keefe Stevens Advisory, Inc. 3
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 3
Charles Schwab Investment Advisory, Inc. 3
Sky Investment Group LLC 3
Acuity Investment Management Inc 3
Platte River Capital LLC 3
Virginia Wealth Management Group, Inc. 3
QDVBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 3
QDIBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans 3
Merrion Investment Management Co, LLC 3
Karpas Strategies, Llc 3
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 3
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 3
Copia Wealth Management 3
Sterling Financial Planning, Inc. 3
Legacy Wealth Advisors, LLC 3
Wealthedge Investment Advisors, Llc 3
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 3
Northern Right Capital Management, L.P. 3
Carson Advisory Inc. 3
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 3
SCCR - SCHWAB STRATEGIC TRUST - Schwab Core Bond ETF 3
Northstar Financial Companies, Inc. 3
North Dallas Bank & Trust Co 3
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 3
Lloyd Park, LLC 3
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 3
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class 3
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 3
GMCDX - GMO TRUST - GMO Emerging Country Debt Fund Class III 3
WIREX - PFS FUNDS - Wireless Fund 3
Mountain Pacific Investment Advisers Inc/id 3
DSG Capital Advisors, LLC 3
Portfolio Strategies, Inc. 3
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 3
Causeway Capital Management Llc 3
Equitec Specialists, Llc 3
Bluesphere Advisors, LLC 3
Fidelity Colchester Street Trust 3
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 3
Cadence Bank Na 3
Radcliffe Capital Management, L.P. 3
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 3
Hedges Asset Management LLC 3
Rexford Capital Inc 3
High Point Bank & Trust Co 3
DKRT Investments Corp. 3
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 3
Allegheny Financial Group LTD 3
Old West Investment Management, LLC 3
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 3
Ramsay, Stattman, Vela & Price, Inc. 3
Veritas Investment Partners (UK) Ltd. 3
Trinity Legacy Partners, LLC 3
Monterey Private Wealth, Inc. 3
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 3
Asset One Wealth Management LLC 3
InterOcean Capital, LLC 3
Knowledge Leaders Capital, LLC 3
Jd Capital Management Llc 3
Overbrook Management Corp 3
Bck Capital Management Lp 3
Alesco Advisors Llc 3
Sovereign Investment Advisors, LLC 3
AAFMAA Wealth Management & Trust LLC 3
Humankind Investments LLC 3
Fairtree Asset Management (Pty) Ltd 3
McLaughlin Asset Management, Inc. 3
Vantage Financial Partners, LLC 3
Oppenheimer Discovery Fund 3
Coulter & Justus Financial Services, LLC 3
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II 3
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 3
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 3
Mogy Joel R Investment Counsel Inc 3
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 3
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 3
Oaktree Diversified Income Fund Inc. 3
Hunter Perkins Capital Management, LLC 3
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF 3
Trinity Financial Advisors LLC 3
Connective Portfolio Management, LLC 3
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 3
BCS Private Wealth Management, Inc. 3
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 3
Financial Network Wealth Management LLC 3
Echo45 Advisors LLC 3
BOSS - Global X Funds - Global X Founder-Run Companies ETF 3
RUFF - ETF Opportunities Trust - Alpha Dog ETF 3
Marathon Asset Management Lp 3
EMFQ - Amplify ETF Trust - Amplify International Online Retail ETF 3
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF 3
Pinnacle Private Wealth, LLC 3
Rand Wealth, Llc 3
Hengehold Capital Management Llc 3
Berry Street Capital Management LLP 3
Dsm Capital Partners Llc 3
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 3
American Trust Investment Advisors, LLC 3
Weik Capital Management 3
Bruderman Asset Management, LLC 3
Northside Capital Management, LLC 3
Warren Street Wealth Advisors, LLC 3
Willis Investment Counsel 3
HBC Financial Services, PLLC 3
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 3
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 3
Watershed Asset Management, L.L.C. 3
Integral Investment Advisors, Inc. 3
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 3
ZIG - ETF Series Solutions - The Acquirers Fund 3
Catalyst Investment Management LLC 3
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio 3
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 3
Jana Partners Llc 3
Kassirer Asset Management Corp 3
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 3
United Capital Management of KS, Inc. 3
Guggenheim Taxable Municipal Managed Duration Trust 3
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 3
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 3
Grassi Investment Management 3
Hahn Capital Management Llc 3
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 3
Vista Finance, Llc 3
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 3
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 3
Morling Financial Advisors, LLC 3
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 3
Harvard Management Co Inc 3
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
SummerHaven Investment Management, LLC 3
Locust Wood Capital Advisers, LLC 3
Ellington Income Opportunities Fund 3
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I 3
Scissortail Wealth Management, LLC 3
Consultiva Wealth Management, Corp. 3
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 3
Clarus Group, Inc. 3
LRT Capital Management, LLC 3
Caz Investments Lp 3
Hemenway Trust Co LLC 3
Kidder Stephen W 3
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 3
Alcosta Capital Management, Inc. 3
Pennsylvania Capital Management Inc /adv 3
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 3
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 3
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 3
TSG Advice Partners, LLC 3
Dempze Nancy E 3
Agran Libbie 3
Blackrock Enhanced Government Fund, Inc. 3
NS Partners Ltd 3
Somerville Kurt F 3
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 3
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 3
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 3
High Point Wealth Management, LLC 3
ETBOX - E Trade Trust - E*TRADE No Fee U.S. Bond Index Fund 3
Boardman Bay Capital Management Llc 3
Fiduciary Wealth Partners, LLC 3
Bullseye Investment Management, LLC 3
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 3
Analyst IMS Investment Management Services Ltd. 3
Cornerstone Financial Partners, LLC 3
Andromeda Capital LLC 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
Dixon Mitchell Investment Counsel Inc. 3
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 3
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 3
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 3
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 3
Fidelity D & D Bancorp Inc 3
MSF Capital, LLC 3
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 3
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 3
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 3
ACEFX - Unified Series Trust - Absolute Strategies Fund Institutional Shares 3
Avid Wealth Partners LLC 3
Fusion Investment Group, LLC 3
Jnl Series Trust - Jnl/s&p 4 Fund (a) 3
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 3
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 3
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 3
Navigation Group, LLC 3
Highmount Capital, LLC 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 3
CVRD - Madison ETFs Trust - Madison Covered Call ETF 3
General Electric Co 3
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 3
Investors Trust Inc 3
Shoker Investment Counsel, Inc. 3
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 3
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 3
MSTI - Madison ETFs Trust - Madison Short-Term Strategic Income ETF 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 3
C2C Wealth Management, LLC 3
One Wealth Management Investment & Advisory Services, LLC 3
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 3
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 3
Cloverfields Capital Group, Lp 3
GRATRY & Co LLC 3
Directional Asset Management 3
Hosking & Co Ltd 3
Blue Pool Management Ltd. 3
GMSAX - GOLDMAN SACHS TRUST - Goldman Sachs Managed Futures Strategy Fund Class A 3
Perennial Investment Partners LTD 3
Revisor Wealth Management LLC 3
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 3
Vivid Wealth Management, LLC 3
VUB Generali dochodkova spravcovska spolocnost, a.s. 3
Raiff Partners Inc 3
Oppenheimer Dividend Opportunity Fund 3
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 3
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 3
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) 3
Saxony Capital Management, LLC 3
Legg Mason Asset Management (Japan) Co., Ltd. 3
Portland Investment Counsel Inc. 3
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 3
Cullen Capital Management, LLC 3
Columbus Hill Capital Management, L.P. 3
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 3
Elevation Wealth Management LLC 3
Empyrean Capital Partners, LP 3
Covalent Partners LLC 3
Pinnacle Wealth Management, LLC 3
Mcmillion Capital Management Inc 3
Catamount Wealth Management 3
Crusonia Wealth Advisors LLC 3
Omega Financial Group, LLC 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 3
Balter Liquid Alternatives, LLC 3
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 3
ERTS Wealth Advisors, LLC 3
Crystal Rock Capital Management 3
LWM Advisory Services, LLC 3
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 3
Knuff & Co LLC 3
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 3
Disciplina Capital Management LLC 3
WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class 3
Leonard Green & Partners, L.P. 3
Kickstand Ventures, Llc. 3
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 3
LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares 3
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 3
Berry Wealth Group, LP 3
Zenit Asset Management AB 3
a16z Perennial Management, L.P. 3
Alpha Family Trust 3
AJOVista, LLC 3
SCSSX - STERLING CAPITAL FUNDS - Sterling Capital Securitized Opportunities Fund A Class 3
Jnl Series Trust - Jnl/wmc Value Fund (a) 3
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 3
Power Wealth Management Llc 3
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 3
Breed's Hill Capital LLC 3
Rather & Kittrell, Inc. 3
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 3
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 3
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 3
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 3
Founders Bank & Trust 3
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class 3
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 3
Brick & Kyle, Associates 3
Oppenheimer Discovery Mid Cap Growth Fund 3
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 3
Gary Goldberg Planning Services Inc 3
Red Cedar Capital, LLC 3
Shared Vision Wealth Group LLC 3
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 3
Strong Retirement Solutions LLC 3
Lazard Freres Gestion S.A.S. 3
Haverford Financial Services, Inc. 3
Slocum, Gordon & Co LLP 3
Middleton & Co Inc/ma 3
Concorde Financial Corp 3
Hibernia Wealth Partners, LLC 3
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y 3
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class 3
Constant Guidance Financial LLC 3
Timucuan Asset Management Inc/fl 3
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 3
SBFAX - Trust for Advised Portfolios - 1919 Financial Services Fund Class A 3
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 3
Fortaleza Asset Management Inc/ 3
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 3
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 3
Polen Capital Management Llc 3
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 3
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 3
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 3
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 3
Essex LLC 3
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 3
Edgar Lomax Co/va 3
Pacific Alternative Asset Management Company, Llc 3
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 3
Acorn Creek Capital Llc 3
Clearline Capital LP 3
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 3
CFSTX - COMMERCE FUNDS - The Short Term Government Fund Shares 3
CFVLX - COMMERCE FUNDS - The Value Fund Shares 3
Global Trust Wealth Management LLC 3
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 3
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 3
Advanced Research Investment Solutions, Llc 3
Federated Mdt Large Cap Value Fund 3
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 3
CAP Partners, LLC 3
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 3
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 3
Galaxy Group Investments LLC 3
Ticino Wealth 3
NorthStar Asset Management LLC /NJ/ 3
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 3
Beacon Pointe Wealth Advisors, Llc 3
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 3
InTrack Investment Management Inc 3
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 3
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 3
Forum Finance Group S.A. 3
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 3
Silvia Mccoll Wealth Management, Llc 3
GVO Asset Management Ltd 3
Parameter Capital Management LLC 3
Steward Partners Investment Solutions, Llc 3
Ehrlich Financial Group 3
Diversified Investment Strategies, LLC 3
Morton Community Bank 3
EMC Capital Management 3
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 3
Archipel Asset Management AB 3
Tolleson Wealth Management, Inc. 3
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 3
EnRich Financial Partners LLC 3
1858 Wealth Management, Llc 3
Atalanta Sosnoff Capital, Llc 3
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 3
Telluride Asset Management LLC 3
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 3
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 3
Cannell Capital Llc 3
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
Physicians Financial Services, Inc. 3
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
Z3 Capital Partners, LLC 3
New England Asset Management Inc 3
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF 3
Dean Capital Management 3
Luxor Capital Group, LP 3
Holistic Planning, LLC 3
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 3
P.a.w. Capital Corp 3
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 3
South Street Advisors LLC 3
Olstein Capital Management, L.P. 3
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 3
Argos Wealth Advisors, LLC 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 3
Asset Advisors Investment Management, LLC 3
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 3
Silver Coast Investments LLC 3
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 3
Capstone Financial Advisors, Inc. 3
Aragon Global Management, LP 3
Tranquilli Financial Advisor LLC 3
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 3
ABN AMRO Bank N.V. 3
Eos Management, L.P. 3
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 3
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF 3
Barings Funds Trust - Barings Diversified Income Fund Class A Shares 3
Nuance Investments, Llc 3
Cascade Investment Advisors, Inc. 3
Torno Capital, Llc 3
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 3
Inspire Trust Co, N.a. 3
Yellowstone Partners, LLC 3
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 3
FLDKX - FIRST INVESTORS INCOME FUNDS - First Investors Limited Duration Bond Fund Class A 3
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF 3
HOMPX - Series Portfolios Trust - HW Opportunities MP Fund 3
Clarity Asset Management, Inc. 3
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 3
PFW Advisors LLC 3
Ellsworth Growth & Income Fund Ltd 3
Genus Capital Management Inc. 3
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A 3
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 3
Kuhn & Co Investment Counsel 3
KKM Financial LLC 3
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 3
Unisphere Establishment 3
Elevatus Welath Management 3
Cannell Peter B & Co Inc 3
SCP Investment, LP 3
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 3
Wilmington Trust Investment Management, LLC 3
Sitrin Capital Management LLC 3
Amida Capital Management II, LLC 3
Secured Retirement Advisors, Llc 3
Corundum Trust Company, INC 3
Long Wharf Investors, Inc. 3
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 3
Hudson Canyon Capital Management 3
Guggenheim Credit Allocation Fund 3
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 3
Adelphi Trust Co 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
BTS Asset Management, Inc. 3
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 3
BGIAX - BRANDES INVESTMENT TRUST - Brandes Global Equity Income Fund Class A 3
Bessemer Securities Llc 3
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 3
Flatrock Wealth Partners LLC 3
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares 3
Mayfair Advisory Group, LLC 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 3
Jetstream Capital LLC 3
Arcataur Capital Management LLC 3
Vinland Capital Management Gestora de Recursos LTDA. 3
Napa Wealth Management 3
Fore Capital, LLC 3
Swiss Helvetia Fund, Inc. 3
Element Pointe Advisors, Llc 3
Folger Hill Asset Management LP 3
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 3
SMARX - BRANDES INVESTMENT TRUST - Brandes Separately Managed Account Reserve Trust 3
FSMOX - FIDELITY SALEM STREET TRUST - Fidelity SAI Investment Grade Securitized Fund 3
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 3
Credit Capital Investments LLC 3
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 3
Sand Grove Capital Management LLP 3
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 3
Oppenheimer Global Value Fund 3
Kernodle & Katon Asset Management Group, LLC 3
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 3
Portolan Capital Management, LLC 3
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 3
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 3
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 3
TEZIX - MUTUAL FUND SERIES TRUST - Catalyst/Teza Algorithmic Allocation Income Fund Class I 3
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 3
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 3
Benson Investment Management Company, Inc. 3
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R 3
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 3
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 3
First County Bank /CT/ 3
Fairpointe Capital LLC 3
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 3
RAMIX - Advisor Managed Portfolios - Ramirez Core Bond Fund Institutional Class 3
JM2 Capital Inc. 3
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 3
Slow Capital, Inc. 3
True Vision MN LLC 3
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 3
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 3
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 3
Blue Granite Capital, LLC 3
Trilogy Global Advisors Lp 3
Tiger Global Management Llc 3
Deane Retirement Strategies, Inc. 3
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 3
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 3
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 3
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 3
Carroll Investors, Inc 3
Reicon Wealth Advisors, Llc 3
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 3
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 3
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 3
Taconic Capital Advisors LP 3
Plan Investment Fund Inc 3
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 3
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 3
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 3
AMG Asset Management Group, Inc. 3
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 3
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 3
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
PUTNAM FUNDS TRUST - Putnam Short Term Investment Fund Class P 3
Eagle Boston Investment Management Inc 3
Unio Capital LLC 3
Pine Harbor Wealth Management, LLC 3
Black Maple Capital Management LP 3
SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class 3
Asset Advisory Group, Inc. 3
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 3
Sentry Investments Corp. 3
Mainsail Asset Management, Llc 3
Mid-American Wealth Advisory Group, Inc. 3
KADENSA CAPITAL Ltd 3
Strategic Planning Group, Llc 3
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 3
Chickasaw Capital Management Llc 3
Hurlow Wealth Management Group, Inc. 3
MGB Wealth Management, LLC 3
Eads & Heald Wealth Management 3
Champlain Investment Partners, LLC 3
Expressive Wealth LLC 3
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 3
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 3
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 3
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 3
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 3
JHCP - John Hancock Exchange-Traded Fund Trust - John Hancock Core Plus Bond ETF 3
Managed Account Services Inc 3
Parrish Capital LLC 3
Callodine Capital Management, LP 3
JHCR - John Hancock Exchange-Traded Fund Trust - John Hancock Core Bond ETF 3
Trivant Custom Portfolio Group, LLC 3
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
Financial Services Advisory Inc 3
August Group Capital Ltd 3
BT Wealth Management LLC 3
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 3
Absoluto Partners Gestao de Recursos Ltda 3
Wittenberg Investment Management, Inc. 3
James Hambro & Partners 3
Alamar Capital Management, LLC 3
Innova Wealth Partners 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
SFI Advisors, LLC 3
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 3
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 3
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 3
Orbitronix, LP 3
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 3
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 3
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 3
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 3
PENN SERIES FUNDS INC - Small Cap Value Fund 3
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 3
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 3
General Atlantic Llc 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 3
Armor Investment Advisors, LLC 3
Madison Wealth Management 3
American Capital Management Inc 3
Wealth Group, Ltd. 3
Coordinated Financial Services, Inc./CO 3
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 3
Hardman Johnston Global Advisors LLC 3
Brown Shipley& Co Ltd 3
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 3
Cornerstone Planning, LLC 3
Cowen Prime Services LLC 3
Dfa Investment Trust Co - The Dfa International Value Series 3
Alchemi Wealth, LLC 3
Strategic Wealth Designers 3
Key Square Capital Management LLC 3
Panning Capital Management, LP 3
United Bank 3
Tandem Investment Advisors, Inc. 3
GFI Investment Counsel Ltd. 3
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 3
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 3
Cooper Investors Pty Ltd 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 3
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 3
Check Capital Management Inc/ca 3
Birmingham Capital Management Co Inc/al 3
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 3
Hershey Trust Co 3
Qp Wealth Management, Llc 3
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 3
McCarthy Grittinger Financial Group, LLC 3
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 3
Pacific Wealth Strategies Group, Inc. 3
Gruss & Co., LLC 3
PIMCO FUNDS - PIMCO U.S. Government and Short-Term Investments Portfolio 3
Bell & Brown Wealth Advisors, Llc 3
CXI Advisors 3
Mosaic Financial Group, Llc 3
Eagle Bluffs Wealth Management LLC 3
Cm Wealth Advisors Llc 3
Oak Asset Management, LLC 3
Lee Capital Management LP 3
Davidson & Garrard Inc 3
Houlihan Financial Resource Group, Ltd. 3
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 3
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 3
Benchmark Financial Wealth Advisors, LLC 3
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 3
Sugar Maple Asset Management, LLC 3
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 3
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 3
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class 3
Ashford Capital Management Inc 3
Curat Global, LLC 3
Hartree Partners, LP 3
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 3
Sendero Wealth Management, LLC 3
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 3
Lorne Steinberg Wealth Management Inc. 3
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 3
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 3
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 3
Genesis Financial Group, LLC 3
Empire Life Investments Inc. 3
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 3
Camden National Bank 3
Live Your Vision, LLC 3
Hall Kathryn A. 3
Bristol Advisors, LLC 3
Ullmann Financial Group, Inc. 3
Chescapmanager LLC 3
SigFig Wealth Management, LLC 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
Nwi Management Lp 3
Tannin Capital LLC 3
Tounjian Advisory Partners, Llc 3
Sls Management Llc 3
Empire Financial Management Company, LLC 3
Vantage Financial Partners Ltd., Inc. 3
Bright Futures Wealth Management, LLC. 3
BCS Wealth Management 3
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 3
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 3
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 3
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A 3
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 3
Colrain Capital Llc 3
PXLVX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS Fund Class A 3
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 3
Rockingstone Advisors LLC 3
Eaton Financial Holdings Company, LLC 3
Morris Financial Concepts, Inc. 3
CastleArk Alternatives, LLC 3
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 3
Miramar Capital, LLC 3
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 3
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 3
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 3
Dg Capital Management Inc 3
Huntleigh Advisors, Inc. 3
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 3
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 3
STXK - EA Series Trust - Strive Small-Cap ETF 3
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 3
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 3
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 3
Dorato Capital Management 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 3
Bdf-gestion 3
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 3
Honeywell International Inc 3
Sharp Financial Services, LLC 3
Canyon Capital Advisors Llc 3
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 3
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 3
Steamboat Capital Partners, LLC 3
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 3
Titus Wealth Management 3
JUCY - ETF Series Solutions - Aptus Enhanced Yield ETF 3
Davis Selected Advisers 3
Calvert Impact Fund Inc 3
PHH Investments, Ltd. 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 3
Infrastructure Capital Advisors, Llc 3
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 3
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 3
Sage Capital Management, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 3
Kings Path Partners LLC 3
GGM Financials LLC 3
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 3
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 3
Mirae Asset Securities (usa) Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 3
Generate Investment Management Ltd 3
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund 3
40 North Management LLC 3
Afam Capital, Inc. 3
Pembroke Management, LTD 3
Carmignac Gestion 3
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 3
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 3
Windsor Group LTD 3
Gentry Private Wealth, Llc 3
PhiloSmith Capital Corp 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Inflation Protection Fund Standard Class II 3
Summit Wealth Group, LLC 3
CMIFX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Founders Class 3
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 3
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 3
Wallace Capital Management Inc. 3
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 3
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 3
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 3
Cypress Capital Management Llc 3
Kathleen S. Wright Associates Inc. 3
Acorns Advisers, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
Cunning Capital Partners, LP 3
Family Legacy, Inc. 3
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 3
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 3
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 3
Seaport Global Advisors, LLC 3
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 3
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 3
Iron Financial, LLC 3
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 3
Strong Tower Advisory Services 3
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class 3
Conservest Capital Advisors, Inc. 3
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 3
Carrhae Capital LLP 3
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 3
Tower Wealth Partners, Inc. 3
Financial Planning Hawaii, Inc. 3
Signature Financial Management, Inc. 3
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 3
Wealth Management Associates, Inc. 3
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 3
RMR Capital Management, LLC 3
Northstar Wealth Partners LLC 3
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 3
John G Ullman & Associates Inc 3
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 3