State Commercial Banks - Largest Owners in this Industry

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

Investor Number of Known Investments
UBS Group AG 616
Morgan Stanley 586
Bank Of America Corp /de/ 574
Royal Bank Of Canada 570
Proequities, Inc. 562
Susquehanna International Group, Llp 543
Wells Fargo & Company/mn 539
Citadel Advisors Llc 538
Jane Street Group, Llc 524
Advisor Group Holdings, Inc. 488
Jpmorgan Chase & Co 486
Goldman Sachs Group Inc 484
Tower Research Capital LLC (TRC) 475
Fmr Llc 464
Citigroup Inc 443
Pnc Financial Services Group, Inc. 442
IFP Advisors, Inc 432
LPL Financial LLC 420
Bank Of Montreal /can/ 414
Deutsche Bank Ag\ 404
BlackRock, Inc. 392
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 382
Cwm, Llc 374
Ameriprise Financial Inc 372
Stifel Financial Corp 365
Creative Planning 364
Northwestern Mutual Wealth Management Co 361
Envestnet Asset Management Inc 357
Ladenburg Thalmann Financial Services Inc 357
Barclays Plc 354
Bank of New York Mellon Corp 354
Us Bancorp \de\ 348
Raymond James Financial Inc 344
Advisor Group, Inc. 341
American International Group, Inc. 340
Vanguard Group Inc 340
Commonwealth Equity Services, Llc 335
Raymond James Financial Services Advisors, Inc. 333
Manufacturers Life Insurance Company, The 333
Farther Finance Advisors, LLC 333
Renaissance Technologies Llc 328
Captrust Financial Advisors 326
Allworth Financial LP 326
Advisory Services Network, LLC 321
Northern Trust Corp 313
Bnp Paribas Arbitrage, Sa 313
Raymond James & Associates 312
Cambridge Investment Research Advisors, Inc. 312
Ubs Ag 308
Invesco Ltd. 308
Millennium Management Llc 307
Rockefeller Capital Management L.P. 292
GWM Advisors LLC 291
Hrt Financial Lp 291
Fifth Third Bancorp 290
Steward Partners Investment Advisory, Llc 288
SG Americas Securities, LLC 288
Two Sigma Investments, Lp 284
State Street Corp 283
Russell Investments Group, Ltd. 283
Geode Capital Management, Llc 283
Alliancebernstein L.p. 282
Parallax Volatility Advisers, L.P. 281
O'shaughnessy Asset Management, Llc 281
Comerica Bank 280
Ameritas Investment Partners, Inc. 280
HighTower Advisors, LLC 280
Qube Research & Technologies Ltd 277
Dimensional Fund Advisors Lp 274
Credit Suisse Ag/ 273
Charles Schwab Investment Management Inc 270
Private Advisor Group, LLC 270
MAI Capital Management 268
Harbour Investments, Inc. 267
Sei Investments Co 265
Global Retirement Partners, LLC 265
Mariner, LLC 264
Geneos Wealth Management Inc. 262
Bessemer Group Inc 258
Wellington Management Group Llp 257
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 257
Parallel Advisors, LLC 256
Jones Financial Companies Lllp 255
California State Teachers Retirement System 254
Janney Montgomery Scott LLC 253
Cetera Investment Advisers 253
Truist Financial Corp 252
Kestra Advisory Services, LLC 252
First Trust Advisors Lp 250
New York State Common Retirement Fund 250
Aqr Capital Management Llc 249
Acadian Asset Management Llc 248
EverSource Wealth Advisors, LLC 247
Huntington National Bank 246
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 244
Ubs Asset Management Americas Inc 243
Rhumbline Advisers 243
Thrivent Financial For Lutherans 242
Legal & General Group Plc 241
SRS Capital Advisors, Inc. 240
Assetmark, Inc 240
Bridgeway Capital Management Inc 239
California Public Employees Retirement System 239
Simplex Trading, Llc 239
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 239
Virtu Financial LLC 237
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 236
BlackRock Investment Management, LLC 235
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 234
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 233
Panagora Asset Management Inc 232
Nuveen Asset Management, LLC 232
Meeder Asset Management Inc 231
Prelude Capital Management, Llc 231
American Century Companies Inc 230
Cetera Advisor Networks LLC 230
BlackRock Fund Advisors 229
Banc Funds Co Llc 229
Signaturefd, Llc 228
Kcg Holdings, Inc. 228
Marshall Wace, Llp 228
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 228
Flow Traders U.s. Llc 227
Old Mission Capital Llc 226
Mml Investors Services, Llc 224
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 222
Strs Ohio 222
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 221
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 220
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 219
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 219
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 218
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 217
AE Wealth Management LLC 217
Stratos Wealth Partners, LTD. 217
Teachers Advisors, Llc 216
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 216
Federated Hermes, Inc. 216
Prudential Financial Inc 215
Two Sigma Advisers, Lp 215
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 214
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 213
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 213
Great West Life Assurance Co /can/ 212
Maltese Capital Management Llc 212
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 211
Metropolitan Life Insurance Co/ny 211
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 211
BlackRock Institutional Trust Company, N.A. 211
Squarepoint Ops LLC 209
Tiaa Cref Investment Management Llc 209
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 209
Vanguard Index Funds 208
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 206
Covestor Ltd 206
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 206
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 206
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 206
Hsbc Holdings Plc 206
MetLife Securities, Inc 206
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 205
MetLife Investment Management, LLC 205
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 205
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 205
Kennedy Capital Management, Inc. 204
GAMMA Investing LLC 203
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 203
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 203
Victory Capital Management Inc 203
Hartland & Co., LLC 203
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 202
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 202
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 202
Wealth Enhancement Advisory Services, Llc 201
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 201
American Portfolios Advisors 201
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 200
D. E. Shaw & Co., Inc. 200
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 200
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 200
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 200
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 199
Trexquant Investment LP 199
Private Trust Co Na 198
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 198
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 198
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 197
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 197
Principal Securities, Inc. 197
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 197
NOSGX - Northern Funds - Northern Small Cap Value Fund 196
Parametric Portfolio Associates Llc 196
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 196
Larson Financial Group LLC 195
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 195
Nationwide Fund Advisors 195
Price T Rowe Associates Inc /md/ 194
NSIDX - Northern Funds - Northern Small Cap Index Fund 194
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 194
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 193
Root Financial Partners, LLC 193
Sterling Capital Management LLC 193
Mercer Global Advisors Inc /adv 193
NEXT Financial Group, Inc 192
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 192
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 192
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 192
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 192
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 192
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 192
IWM - iSHARES TRUST - iShares Russell 2000 ETF 192
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 191
Franklin Resources Inc 191
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 191
Gsa Capital Partners Llp 191
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 191
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 191
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 191
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 191
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 190
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 190
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 190
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 190
Belpointe Asset Management LLC 190
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 190
PENN SERIES FUNDS INC - Small Cap Index Fund 190
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 190
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 190
Profunds - Profund Vp Small-cap 189
Profunds - Profund Vp Ultrasmall-cap 189
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 189
BlackRock Advisors LLC 189
IWV - iSHARES TRUST - iShares Russell 3000 ETF 188
Amalgamated Bank 188
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 188
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 188
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 188
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 188
Arrowstreet Capital, Limited Partnership 188
SLPIX - Profunds - Small-cap Profund Investor Class 187
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 187
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 187
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 187
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 187
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 187
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 187
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 187
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 187
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 187
Smartleaf Asset Management LLC 186
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 186
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 186
Sowell Financial Services LLC 186
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 186
VCSLX - VALIC Co I - Small Cap Index Fund 186
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 186
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 186
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 186
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 186
Principal Funds Inc 185
Quadrant Capital Group Llc 185
First Horizon Advisors, Inc. 185
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 185
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 185
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 185
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 185
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 184
CIBC Private Wealth Group, LLC 184
CoreCap Advisors, LLC 184
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 184
Tudor Investment Corp Et Al 184
Bhz Capital Management, Lp 183
Rothschild Investment Llc 183
Wolverine Trading, Llc 183
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 183
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 182
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 182
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 182
Empowered Funds, LLC 181
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 181
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 181
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 181
Nisa Investment Advisors, Llc 181
Two Sigma Securities, Llc 180
Massmutual Trust Co Fsb/adv 180
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 180
Vanguard Capital Management Llc 179
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 179
Los Angeles Capital Management Llc 179
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 179
AdvisorNet Financial, Inc 179
Piedmont Investment Advisors Llc 179
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 179
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 179
Glenmede Trust Co Na 179
Sunbelt Securities, Inc. 178
Lazard Asset Management Llc 178
Parkside Financial Bank & Trust 178
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 177
Ronald Blue Trust, Inc. 177
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 177
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 177
Cubist Systematic Strategies, LLC 177
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 177
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 177
Martingale Asset Management L P 176
Atria Investments Llc 176
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 176
Voya Investment Management Llc 175
Public Employees Retirement System Of Ohio 175
VDAFX - VALIC Co I - Dynamic Allocation Fund 175
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 175
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 175
Quantinno Capital Management LP 174
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 174
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 174
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 174
True Wealth Design, LLC 174
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 173
Orion Portfolio Solutions, LLC 173
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 173
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 172
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 172
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 172
Benjamin F. Edwards & Company, Inc. 172
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 172
Macquarie Group Ltd 171
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 171
Ground Swell Capital, LLC 171
Quadrature Capital Ltd 171
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 171
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 171
Lsv Asset Management 171
TCI Wealth Advisors, Inc. 171
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 170
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 170
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 170
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 169
Connor, Clark & Lunn Investment Management Ltd. 169
Allspring Global Investments Holdings, LLC 169
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 169
Versant Capital Management, Inc 169
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 168
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 168
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 168
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 168
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 168
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 168
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 168
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 168
D.a. Davidson & Co. 167
Money Concepts Capital Corp 167
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 167
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 167
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 167
Proficio Capital Partners LLC 167
Cetera Advisors LLC 167
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 166
Spire Wealth Management 166
Coldstream Capital Management Inc 166
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 166
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 166
EJF Capital LLC 165
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 165
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 165
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 165
State Farm Mutual Fund Trust 165
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 165
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 165
State Farm Variable Product Trust 165
Basswood Capital Management, L.l.c. 165
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 164
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 164
Police & Firemen's Retirement System of New Jersey 164
FJ Capital Management LLC 164
College Retirement Equities Fund 164
Tiaa-cref Funds 163
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 163
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 163
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 163
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 163
Brandywine Global Investment Management, LLC 163
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 163
Baird Financial Group, Inc. 163
Ameritas Advisory Services, LLC 162
Cerity Partners LLC 162
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 162
Emerald Mutual Fund Advisers Trust 162
Gradient Investments LLC 161
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 161
RMB Capital Management, LLC 161
Commonwealth Equity Services, Inc 161
United Capital Financial Advisers, Llc 161
ExodusPoint Capital Management, LP 161
Balyasny Asset Management Llc 160
Principal Financial Group Inc 160
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 160
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 159
Nuveen, LLC 159
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 159
Vanguard Portfolio Management Llc 159
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 159
IWC - iSHARES TRUST - iShares Micro-Cap ETF 158
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 158
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 158
Boothbay Fund Management, Llc 158
Jacobs Levy Equity Management, Inc 158
Vanguard Fiduciary Trust Co 158
Optiver Holding B.V. 158
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 157
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 157
Blair William & Co/il 157
PENN SERIES FUNDS INC - International Equity Fund 157
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 157
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 156
Wealthcare Advisory Partners LLC 156
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 156
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 156
Capital Performance Advisors Llp 156
Vanguard Global Advisers, LLC 156
Brinker Capital Investments, LLC 156
First Manhattan Co 156
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 156
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 155
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 155
Essential Partners LLC 155
MUFG Americas Holdings Corp 155
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 155
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 154
Man Group plc 154
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 154
Engineers Gate Manager LP 154
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 154
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 154
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 154
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 153
Avantax Advisory Services, Inc. 153
Flagship Harbor Advisors, Llc 153
Oxford Asset Management Llp 153
Prospera Financial Services Inc 152
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 152
Western Wealth Management, LLC 152
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 152
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 151
Lindbrook Capital, Llc 151
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 150
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 150
Acrospire Investment Management LLC 150
Cornerstone Capital Management Holdings Llc. 150
Russell Frank Co/ 150
Zurcher Kantonalbank (Zurich Cantonalbank) 149
Creative Financial Designs Inc /adv 149
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 148
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 147
Verition Fund Management LLC 147
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 147
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 147
Hillsdale Investment Management Inc. 147
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 147
Corebridge Financial, Inc. 147
QABA - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ ABA Community Bank Index Fund 147
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 147
Glassman Wealth Services 147
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 146
Ancora Advisors, LLC 146
Aptus Capital Advisors, LLC 146
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 146
RSSL - Global X Funds - Global X Russell 2000 ETF 146
Swiss National Bank 146
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 146
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 146
Ergoteles LLC 146
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 146
Stephens Inc /ar/ 146
Eaton Vance Management 145
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 145
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 145
Teacher Retirement System Of Texas 145
Sound Income Strategies, LLC 145
International Assets Investment Management, Llc 145
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 144
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 144
Colony Group, LLC 144
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 144
Brown Advisory Inc 144
Susquehanna Fundamental Investments, Llc 144
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 143
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 143
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 143
Advanced Series Trust - Ast Small-cap Growth Portfolio 142
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 142
National Asset Management, Inc. 142
ProShare Advisors LLC 142
John Hancock Financial Opportunities Fund 141
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 141
Equitable Holdings, Inc. 141
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 140
Jefferies Group LLC 140
Cutler Group LP 140
State of Alaska, Department of Revenue 140
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 140
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 140
XTX Topco Ltd 140
Guggenheim Capital Llc 140
Toronto Dominion Bank 140
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 140
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 139
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 139
ClariVest Asset Management LLC 139
State Of Wisconsin Investment Board 139
Ameritas Investment Corp 139
Wealthspire Advisors, LLC 138
Group One Trading, L.p. 138
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 138
Mendon Capital Advisors Corp 138
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 136
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 136
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 136
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 136
Integrated Wealth Concepts LLC 135
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 135
Aperio Group, LLC 135
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 135
Hotchkis & Wiley Capital Management Llc 135
Aquatic Capital Management LLC 135
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 135
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 135
Synovus Financial Corp 135
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 135
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 135
Capital Analysts, Inc. 134
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 134
Paloma Partners Management Co 134
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 134
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 134
Royce & Associates Lp 133
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 133
Dynamic Technology Lab Private Ltd 133
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 133
Zacks Investment Management 132
Patriot Financial Group Insurance Agency, LLC 132
Sofos Investments, Inc. 132
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 132
First Allied Advisory Services, Inc. 132
CI Private Wealth, LLC 132
State Board Of Administration Of Florida Retirement System 132
SJS Investment Consulting Inc. 132
Brown Brothers Harriman & Co 132
Tfs Capital Investment Trust 132
Allianz Asset Management GmbH 131
Advanced Series Trust - Ast Small-cap Value Portfolio 131
Emerald Acquisition Ltd. 131
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 131
New York State Teachers Retirement System 131
Cornercap Investment Counsel Inc 131
Winton Capital Group Ltd 131
Fourthstone LLC 131
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 131
Janus Henderson Group Plc 130
PDT Partners, LLC 130
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 130
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 130
Schonfeld Strategic Advisors LLC 130
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 130
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 129
Ellevest, Inc. 129
Managed Account Advisors Llc 129
Federation des caisses Desjardins du Quebec 129
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 129
Oppenheimer Etf Trust 129
Vantagepoint Funds 129
Jump Financial, LLC 129
Marshall Wace North America L.P. 129
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 129
SBI Securities Co., Ltd. 128
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 128
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 128
Pinnacle Wealth Planning Services, Inc. 128
Guggenheim Active Allocation Fund 128
Amalgamated Financial Corp. 128
Atria Wealth Solutions, Inc. 128
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 127
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 127
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 127
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 127
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 127
Cresset Asset Management, LLC 127
Snowden Capital Advisors LLC 126
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 126
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 126
Alps Advisors Inc 125
Occudo Quantitative Strategies Lp 125
Denali Advisors Llc 125
Point72 Asset Management, L.P. 125
Sigma Planning Corp 125
EP Wealth Advisors, Inc. 125
Independent Advisor Alliance 125
Elizabeth Park Capital Advisors, Ltd. 125
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 125
Resources Investment Advisors, LLC. 125
Quantbot Technologies LP 124
Umb Bank N A/mo 124
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 124
Golden State Wealth Management, LLC 124
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 124
Sanctuary Advisors, LLC 124
Mirae Asset Global Investments Co., Ltd. 124
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 123
Savant Capital, LLC 123
Valeo Financial Advisors, LLC 123
IHT Wealth Management, LLC 123
Tfs Capital Llc 123
Oppenheimer & Co Inc 123
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 122
Globeflex Capital L P 122
Picton Mahoney Asset Management 122
J.w. Cole Advisors, Inc. 122
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 122
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 122
Asset Dedication, LLC 121
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 121
Oppenheimer Global Multi Strategies Fund 121
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 121
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 121
Beacon Pointe Advisors, LLC 121
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 121
Financial Advocates Investment Management 121
We Are One Seven, LLC 121
BlackRock Group LTD 120
Fisher Asset Management, LLC 120
Carroll Financial Associates, Inc. 120
Stieven Capital Advisors, L.P. 120
Intech Investment Management Llc 120
State of Tennessee, Treasury Department 120
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 119
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 119
VVSCX - VALIC Co I - Small Cap Value Fund 119
Plante Moran Financial Advisors, LLC 119
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 119
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 119
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 119
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 119
Canada Pension Plan Investment Board 118
Y-Intercept (Hong Kong) Ltd 118
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 118
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 118
Healthcare Of Ontario Pension Plan Trust Fund 118
Quarry LP 117
Seacrest Wealth Management, Llc 117
Howe & Rusling Inc 117
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 117
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 117
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 117
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 117
Wealthspire Advisors, L.P. 117
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 116
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 116
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 116
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 116
Hantz Financial Services, Inc. 116
A.R.T. Advisors, LLC 116
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 116
Ieq Capital, Llc 116
CENTRAL TRUST Co 115
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 115
Centaurus Financial, Inc. 115
Whittier Trust Co 115
Capital Investment Advisory Services, LLC 115
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 115
Sawtooth Solutions, LLC 115
Axa S.a. 115
Rehmann Capital Advisory Group 115
Keating Financial Advisory Services, Inc. 115
NSGRX - Northern Funds - Northern Small Cap Core Fund 115
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 114
Capital Advisors, Ltd. LLC 114
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 114
Point72 Hong Kong Ltd 114
RidgeWorth Capital Management LLC 114
Campbell & CO Investment Adviser LLC 113
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 113
Assenagon Asset Management S.A. 113
Walleye Capital LLC 113
Claymore Exchange-traded Fund Trust 112
Arizona State Retirement System 112
Vanguard World Fund 112
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 112
Wiley Bros.-aintree Capital, Llc 112
Putnam Investments Llc 112
IndexIQ Advisors LLC 111
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 111
M&t Bank Corp 111
First Republic Investment Management, Inc. 111
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 111
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 111
CX Institutional 110
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 110
Jacobs Asset Management, Llc 110
Gts Securities Llc 110
Eqis Capital Management, Inc. 110
Arkadios Wealth Advisors 110
Brookstone Capital Management 110
BlueCrest Capital Management Ltd 109
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 109
Cullen/frost Bankers, Inc. 109
Skopos Labs, Inc. 109
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 109
Walleye Trading LLC 109
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 108
Wedge Capital Management L L P/nc 108
Lido Advisors, LLC 108
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 108
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 108
Innealta Capital, Llc 108
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 108
Chicago Equity Partners Llc 108
Regions Financial Corp 107
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 107
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 107
New York Life Investment Management Llc 107
Rafferty Asset Management, LLC 107
Rydex Etf Trust 107
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 107
Quantamental Technologies LLC 107
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 107
Nomura Holdings Inc 107
Nbc Securities, Inc. 106
Natixis Advisors, L.p. 106
Quest Partners LLC 106
Berman Capital Advisors, LLC 106
Municipal Employees' Retirement System of Michigan 106
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 106
Menta Capital Llc 106
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 106
Schroder Investment Management Group 106
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 106
CIBC World Markets Inc. 106
Bokf, Na 105
Wbi Investments, Inc. 105
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 105
Merit Financial Group, LLC 105
Magnetar Financial LLC 105
Point72 Asia (Singapore) Pte. Ltd. 104
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 104
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 104
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 104
EntryPoint Capital, LLC 104
Stephens Consulting, LLC 104
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 103
QS Investors, LLC 103
Algert Global Llc 103
Warren Averett Asset Management, LLC 103
GeoWealth Management, LLC 103
Mackay Shields Llc 103
Neuberger Berman Group LLC 103
Point72 (DIFC) Ltd 103
Advisors Preferred, LLC 103
Bailard, Inc. 103
Delpha Capital Management, Llc 103
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 103
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 102
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 102
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 102
Newbridge Financial Services Group, Inc. 102
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares 102
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 102
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 102
Suntrust Banks Inc 102
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 102
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 101
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF 101
Virginia Retirement Systems Et Al 101
State of New Jersey Common Pension Fund D 101
BRYN MAWR TRUST Co 101
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 101
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 101
Key FInancial Inc 100
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 100
Numeric Investors Llc 100
Endeavour Capital Advisors Inc 100
Sequoia Financial Advisors, LLC 100
Jfs Wealth Advisors, Llc 100
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 100
Wipfli Financial Advisors Llc, 100
National Bank Of Canada /fi/ 100
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 99
Cornerstone Wealth Management, LLC 99
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 99
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 99
Kingsview Wealth Management, LLC 99
Ashton Thomas Private Wealth, LLC 99
Klp Kapitalforvaltning As 99
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 99
Clear Street Markets Llc 98
Brevan Howard Capital Management LP 98
FNY Investment Advisers, LLC 98
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 98
Credit Agricole S A 98
Financial Architects, Inc 98
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 98
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 98
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 98
Cary Street Partner Investment Advisory Llc 98
Pathstone Family Office, Llc 97
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 97
Summit Trail Advisors, Llc 97
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 97
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 97
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 96
Axxcess Wealth Management, Llc 96
Kestra Private Wealth Services, Llc 96
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 95
Johnson Financial Group, Inc. 95
EBI - RBB Fund Trust - Longview Advantage ETF 95
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 95
WFG Advisors, LP 95
Mutual Of America Capital Management Llc 95
EAM Investors, LLC 95
Farmers & Merchants Investments Inc 95
Pnc Funds 95
Css Llc/il 95
FinTrust Capital Advisors, LLC 95
Systematic Financial Management Lp 95
Spark Investment Management LLC 95
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 95
PEAK6 Investments LLC 95
Centiva Capital, LP 95
UMA Financial Services, Inc. 94
AlphaCore Capital LLC 94
Grantham, Mayo, Van Otterloo & Co. LLC 94
North Star Investment Management Corp. 94
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 94
Chicago Partners Investment Group LLC 94
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 94
Versor Investments LP 94
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 94
Public Employees Retirement Association Of Colorado 94
Exchange Traded Concepts, Llc 93
Dupont Capital Management Corp 93
QCVAX - Clearwater Investment Trust - Clearwater International Fund 93
Pathstone Holdings, LLC 93
Harbor Investment Advisory, Llc 93
VCSVX - VALIC Co II - Small Cap Value Fund 93
Winslow, Evans & Crocker, Inc. 93
BFOR - ALPS ETF Trust - Barron's 400 ETF 93
Calton & Associates, Inc. 93
Hennion & Walsh Asset Management, Inc. 93
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 93
Csenge Advisory Group 92
John W. Rosenthal Capital Management, Inc. 92
Boston Partners 92
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 92
EA Series Trust 92
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 92
Norges Bank 92
Graham Capital Management, L.P. 92
Harbor Capital Advisors, Inc. 92
KBC Group NV 91
Keybank National Association/oh 91
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 91
Vanguard Investments Australia, Ltd. 91
Bb&t Securities, Llc 91
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 91
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 91
First Quadrant L P/ca 91
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 91
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 91
VANGUARD ASSET MANAGEMENT, Ltd 91
Advisor Resource Council 90
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 90
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 90
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 90
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 90
Park Avenue Securities Llc 90
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 90
Salzhauer Michael 90
Avantax Planning Partners, Inc. 90
Highbridge Capital Management Llc 90
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 90
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 89
Private Capital Group, LLC 89
Janney Capital Management LLC 89
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 89
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 89
Segall Bryant & Hamill, Llc 89
Cornerstone Advisors, Inc. 89
BNP Paribas Asset Management Holding S.A. 89
Fortitude Family Office, LLC 89
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 88
Amundi 88
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 88
Aster Capital Management (DIFC) Ltd 88
Atlantic Union Bankshares Corp 88
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 88
Bartlett & Co. Wealth Management Llc 88
Alpine Woods Capital Investors, Llc 87
SageView Advisory Group, LLC 87
NewSquare Capital LLC 87
FLDFX - Meeder Funds - BALANCED FUND Retail Class 87
PEAK6 Investments, L.P. 87
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 87
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 87
Alberta Investment Management Corp 87
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 86
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 86
Lincoln National Corp 86
Zebra Capital Management LLC 86
Coastal Investment Advisors, Inc. 86
Wedbush Securities Inc 86
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 86
Householder Group Estate & Retirement Specialist, LLC 86
Castine Capital Management, Llc 86
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 86
Dark Forest Capital Management Lp 86
Dynamic Advisor Solutions LLC 86
Mather Group, Llc. 86
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 86
Aigen Investment Management, Lp 86
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 85
Continuum Advisory, LLC 85
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 85
Ramsey Quantitative Systems 85
Elequin Capital Lp 85
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 85
CPSIX - Unified Series Trust - Fci Bond Fund 85
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 85
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 85
Coppell Advisory Solutions LLC 85
Transamerica Financial Advisors, Inc. 85
Avion Wealth 85
United Services Automobile Association 85
Great Lakes Advisors, Llc 85
Rossby Financial, LCC 84
Caitong International Asset Management Co., Ltd 84
ORG Partners LLC 84
Signet Financial Management, Llc 84
Twin Peaks Wealth Advisors, LLC 84
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 84
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 84
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 84
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 84
Raymond James Trust N.a. 84
Anchor Investment Management, LLC 84
Ausdal Financial Partners, Inc. 84
Baker Avenue Asset Management, LP 84
Hutchin Hill Capital, LP 84
Mutual Advisors, LLC 84
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 84
First Command Advisory Services, Inc. 83
New England Securities Corp /MA/ 83
National Planning Corp 83
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 83
Fieldpoint Private Securities, LLC 83
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 83
Guardian Wealth Advisors, LLC 83
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 83
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 83
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 83
DAVENPORT & Co LLC 83
Tortoise Investment Management, LLC 83
Universal- Beteiligungs- und Servicegesellschaft mbH 83
Apollon Wealth Management, LLC 83
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 83
LMR Partners LLP 82
Cornerstone Planning Group LLC 82
Blackthorn Investment Group Llc 82
Loomis Sayles & Co L P 82
R Squared Ltd 82
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 82
Angel Oak Financial Strategies Income Term Trust 82
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 82
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 82
GHP Investment Advisors, Inc. 82
SOUTH STATE Corp 82
Migdal Insurance & Financial Holdings Ltd. 82
Ajo, Lp 82
JNBA Financial Advisors 82
FDx Advisors, Inc. 82
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 82
Manchester Capital Management LLC 82
Change Path, LLC 81
Regal Investment Advisors LLC 81
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 81
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 81
Sutton Wealth Advisors Inc. 81
Salem Investment Counselors Inc 81
Sandy Spring Bank 81
Foundations Investment Advisors, LLC 81
Salomon & Ludwin, LLC 81
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 81
State of Wyoming 81
Eidelman Virant Capital 81
Financial Management Professionals, Inc. 80
Perigon Wealth Management, LLC 80
Natixis 80
Oppenheimer Asset Management Inc. 80
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 80
Colony Group Llc 80
Capstone Investment Advisors, Llc 80
Trust Co Of Vermont 80
Teachers Retirement System Of The State Of Kentucky 80
Mackenzie Financial Corp 80
Wolverine Asset Management Llc 80
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 79
Profunds - Profund Vp Oil & Gas 79
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 79
Dunhill Financial, LLC 79
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 79
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 79
Siena Capital Partners GP, LLC 79
Envestnet Portfolio Solutions, Inc. 79
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 79
Global Financial Private Client, LLC 79
Catalyst Funds Management Pty Ltd 79
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 79
Alpine Global Management, LLC 79
Fsi Group, Llc 79
Golden State Equity Partners 79
Bowling Portfolio Management LLC 79
CWM Advisors, LLC 79
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 79
Concurrent Investment Advisors, LLC 79
Employees Retirement System of Texas 79
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 79
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 78
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 78
TD Waterhouse Canada Inc. 78
Boston Private Wealth Llc 78
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 78
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 78
Enterprise Financial Services Corp 78
Bartlett & Co. LLC 78
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 78
Bogart Wealth, LLC 78
Wilbanks Smith & Thomas Asset Management Llc 78
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 78
Valley National Advisers Inc 78
OMERS ADMINISTRATION Corp 77
Catalyst Capital Advisors LLC 77
Karp Capital Management Corp 77
Koshinski Asset Management, Inc. 77
Numerai GP LLC 77
Jane Street Holding, LLC 77
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 77
RFG Advisory, LLC 77
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 77
RBB FUND, INC. - Adara Smaller Companies Fund 77
MCF Advisors LLC 77
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 77
Td Asset Management Inc 77
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 77
Chicago Capital Management, LLC 77
Stevens Capital Management Lp 77
Smithfield Trust Co 77
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 77
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 76
Sonora Investment Management, LLC 76
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 76
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 76
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 76
Commerce Bank 76
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 76
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 76
Advantage Investment Management, Llc 76
Mirabella Financial Services Llp 76
Ensign Peak Advisors, Inc 76
Voloridge Investment Management, Llc 76
General Motors Investment Management Corp 76
Monarch Partners Asset Management LLC 76
Jefferies Financial Group Inc. 76
Gardner Lewis Asset Management L P 76
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 76
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 76
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 76
Torren Management, LLC 76
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 75
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 75
Private Wealth Management Group, LLC 75
Prime Capital Investment Advisors, LLC 75
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 75
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 75
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 75
Summit Global Investments 75
Bell Investment Advisors, Inc 75
IFG Advisory, LLC 75
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 75
Strategic Blueprint, LLC 74
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 74
Accurate Wealth Management, LLC 74
Westside Investment Management, Inc. 74
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 74
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 74
PineBridge Investments, L.P. 74
Glen Eagle Advisors, LLC 74
BDO Wealth Advisors, LLC 74
Hancock Whitney Corp 74
Laurion Capital Management LP 74
Handelsbanken Fonder AB 74
Gemmer Asset Management LLC 74
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 74
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 74
Venturi Wealth Management, LLC 74
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 74
Hm Payson & Co 74
GPS Wealth Strategies Group, LLC 73
Capital Asset Advisory Services LLC 73
Emerald Investment Partners, Llc 73
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 73
Jacobi Capital Management LLC 73
Texas Permanent School Fund 73
Bare Financial Services, Inc 73
Buckingham Strategic Partners 73
HB Wealth Management, LLC 73
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 73
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 73
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 73
Deere & Co 73
Nomura Asset Management Co Ltd 73
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 73
Oregon Public Employees Retirement Fund 73
Advisory Alpha, LLC 73
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 73
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 73
Keebeck Alpha, LP 73
C M Bidwell & Associates Ltd 73
FineMark National Bank & Trust 72
Skandinaviska Enskilda Banken AB (publ) 72
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 72
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 72
Benjamin Edwards Inc 72
Public Sector Pension Investment Board 72
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 72
Advisors Asset Management, Inc. 72
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 72
Pensionmark Financial Group, Llc 72
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 72
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 72
Strategic Wealth Partners, Ltd. 72
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 72
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 72
DRW Securities, LLC 72
GV Financial Advisors 72
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 72
Concord Wealth Partners 72
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 71
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 71
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 71
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 71
Mount Yale Investment Advisors, LLC 71
Rialto Wealth Management, LLC 71
Yousif Capital Management, Llc 71
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 71
Strategic Wealth Advisors Group, LLC 71
M3F, Inc. 71
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 71
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 71
Atom Investors LP 71
JCSD Capital, LLC 71
Horizon Investments, LLC 70
Quantitative Systematic Strategies LLC 70
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 70
First Horizon Corp 70
Toroso Investments, LLC 70
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 70
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 70
Point72 Middle East FZE 70
CIBC Bancorp USA Inc. 70
Inceptionr Llc 70
Diversified Trust Co 70
Gladstone Institutional Advisory LLC 70
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 70
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 70
Arete Wealth Advisors, LLC 69
rhino investment partners, Inc 69
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 69
Cibc World Markets Corp 69
Clark Capital Management Group, Inc. 69
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 69
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 69
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 69
USA Financial Portformulas Corp 69
Highlander Capital Management, LLC 69
Whittier Trust Co Of Nevada Inc 69
LS Investment Advisors, LLC 69
Moors & Cabot, Inc. 69
Citizens Financial Group Inc/ri 69
Vestmark Advisory Solutions, Inc. 69
Rise Advisors, LLC 69
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 69
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 69
Optimum Investment Advisors 69
Kovack Advisors, Inc. 69
Emerald Advisers, Llc 68
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 68
Profund Advisors Llc 68
River Oaks Capital LLC 68
Tcwp Llc 68
StoneX Group Inc. 68
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 68
Thompson Siegel & Walmsley Llc 68
Disciplined Investments, LLC 68
Weld Capital Management Llc 68
Louisiana State Employees Retirement System 68
Penn Capital Management Co Inc 68
Crossmark Global Holdings, Inc. 68
Eurizon Capital SGR S.p.A. 68
ELCO Management Co., LLC 67
Townsquare Capital Llc 67
HAP Trading, LLC 67
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 67
Earnest Partners Llc 67
Sargent Bickham Lagudis LLC 67
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 67
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 67
Capital Fund Management S.a. 67
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 67
HHM Wealth Advisors, LLC 67
Lord, Abbett & Co. Llc 67
First Heartland Consultants, Inc. 67
Xponance, Inc. 67
Stone Ridge Asset Management LLC 67
Crewe Advisors LLC 67
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 67
FourThought Financial, LLC 67
Rsm Us Wealth Management Llc 67
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 66
Deprince Race & Zollo Inc 66
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 66
Summit Financial, LLC 66
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 66
Wealthsource Partners, Llc 66
Founders Financial Alliance, LLC 66
nVerses Capital, LLC 66
Tsfg, Llc 66
Great Valley Advisor Group, Inc. 66
Yakira Capital Management, Inc. 66
Hexagon Capital Partners LLC 66
Sheets Smith Wealth Management 66
Meridian Wealth Partners, LLC 66
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 66
Carolinas Wealth Consulting Llc 66
Gamco Investors, Inc. Et Al 66
Assured Investment Management LLC 66
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 66
RMBKX - RMB INVESTORS TRUST - RMB Mendon Financial Services Fund Class A 66
Van Eck Associates Corp 66
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 66
Shell Asset Management Co 66
Weiss Asset Management LP 65
Dorsey Wright & Associates 65
Fuller & Thaler Asset Management, Inc. 65
Nine Chapters Capital Management LLC 65
Tarbox Family Office, Inc. 65
Financial Gravity Companies, Inc. 65
Meridian Wealth Management, LLC 65
Pictet Asset Management Holding SA 65
Addison Advisors LLC 65
First Hawaiian Bank 65
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 65
Ellington Management Group Llc 65
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 65
Sanctuary Wealth Advisors, LLC 64
Pinnacle Holdings, LLC 64
San Francisco Sentry Investment Group (ca) 64
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 64
Mason Street Advisors, Llc 64
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 64
Macroview Investment Management Llc 64
MASTER BOND LLC - Master Total Return Portfolio 64
Cloud Capital Management, LLC 64
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 64
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 64
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 64
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 64
Archer Investment Corp 64
Level Four Advisory Services, Llc 64
Harvest Group Wealth Management, Llc 64
Abound Wealth Management 64
Cape Investment Advisory, Inc. 64
Matarin Capital Management, LLC 64
Moody National Bank Trust Division 64
JPL Wealth Management, LLC 64
Cnh Partners Llc 64
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 63
McIlrath & Eck, LLC 63
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 63
WealthPLAN Partners, LLC 63
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 63
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 63
Reilly Financial Advisors, Llc 63
Atomi Financial Group, Inc. 63
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 63
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 63
Richard Bernstein Advisors LLC 63
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 63
Stonebridge Capital Advisors LLC 63
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 63
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 63
Krilogy Financial LLC 63
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 63
Bryn Mawr Capital Management Inc 63
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 63
ICA Group Wealth Management, LLC 62
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 62
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 62
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 62
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 62
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 62
Financial Advisory Service, Inc. 62
Jaffetilchin Investment Partners, LLC 62
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 62
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 62
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 62
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 62
Independent Financial Group, Llc 62
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 62
Airain ltd 62
Baird Robert W & Co Inc /wi/ 62
Trustcore Financial Services, Llc 62
Prestige Wealth Management Group LLC 62
Baldwin Brothers Inc/ma 62
Lloyd Advisory Services, LLC. 62
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 61
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 61
Penserra Capital Management LLC 61
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 61
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 61
Jupiter Asset Management Ltd 61
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 61
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 61
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 61
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 61
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 61
Trust Co 61
Gotham Asset Management, LLC 61
Almanack Investment Partners, LLC. 61
Private Ocean, LLC 61
Boston Advisors Llc 61
IMA Wealth, Inc. 61
Six Circles Trust - Six Circles Global Bond Fund 61
Hilltop Holdings Inc. 61
Institute for Wealth Management, LLC. 61
Baystate Wealth Management LLC 61
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 61
AlphaMark Advisors, LLC 61
CVA Family Office, LLC 61
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 60
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 60
Hemington Wealth Management 60
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 60
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 60
Moneta Group Investment Advisors Llc 60
Montag A & Associates Inc 60
Bay Harbor Wealth Management, LLC 60
Hbk Investments L P 60
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 60
GIMFX - GMO TRUST - GMO Implementation Fund 60
NorthRock Partners, LLC 60
Certified Advisory Corp 60
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 60
Entropy Technologies, LP 60
Xact Kapitalforvaltning AB 60
Jennison Associates Llc 60
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 60
Cordant, Inc. 60
Oppenheimer Funds Inc 60
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 60
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 60
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 60
Evergreen Capital Management Llc 60
Atwood & Palmer Inc 60
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 59
Steward Financial Group LLC 59
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 59
Ritholtz Wealth Management 59
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 59
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 59
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 59
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 59
Wealthfront Inc 59
Concert Wealth Management Inc. 59
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 59
Schubert & Co 59
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 59
TCG Advisory Services, LLC 59
SECOR Capital Advisors, LP 59
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 59
Tompkins Financial Corp 58
Societe Generale 58
Bluefin Trading, LLC 58
Moisand Fitzgerald Tamayo, LLC 58
Belvedere Trading LLC 58
Verus Capital Partners, Llc 58
Tradition Wealth Management, LLC 58
Fox Run Management, L.l.c. 58
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 58
FORA Capital, LLC 58
Pacific Ridge Capital Partners, LLC 58
Truvestments Capital Llc 58
VCSMX - VALIC Co I - Small Cap Fund 58
Eastern Bank 58
Wealthcare Capital Management Llc 58
ANFLX - Angel Oak Funds Trust - Angel Oak Financials Income Fund Class A 58
Bank Of Nova Scotia 58
AlphaStar Capital Management, LLC 58
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 58
PL Capital Advisors, LLC 57
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 57
Venture Visionary Partners LLC 57
Magnus Financial Group LLC 57
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 57
Tradewinds Capital Management, LLC 57
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 57
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 57
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 57
Vanguard Advisers Inc 57
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 57
Gabelli Funds Llc 57
Vantage Consulting Group Inc 57
PFG Advisors 57
Holocene Advisors, LP 57
Nordea Investment Management Ab 57
Hennessy Advisors Inc 57
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 57
Tfo-tdc, Llc 57
Transce3nd, LLC 57
First Mercantile Trust Co 56
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 56
Brinker Capital Inc 56
Eudaimonia Partners, LLC 56
Caxton Associates Lp 56
BerganKDV Wealth Management, LLC 56
Jackson Creek Investment Advisors LLC 56
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 56
Simplicity Wealth,LLC 56
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 56
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 56
Twin Tree Management, LP 56
Nwam Llc 56
Thurston, Springer, Miller, Herd & Titak, Inc. 56
Vigilant Capital Management, LLC 56
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 56
JustInvest LLC 56
Fortitude Advisory Group L.L.C. 56
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 56
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 56
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 56
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 56
Itau Unibanco Holding S.A. 56
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 56
Focus Financial Network, Inc. 56
Lenox Wealth Advisors, LLC 56
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 56
Azora Capital LP 56
Johnson Investment Counsel Inc 56
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 55
Annis Gardner Whiting Capital Advisors, LLC 55
Beese Fulmer Investment Management, Inc. 55
North Reef Capital Management LP 55
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 55
MQS Management LLC 55
Susquehanna Portfolio Strategies, LLC 55
Everence Capital Management Inc 55
Triumph Capital Management 55
Washington Trust Bank 55
U.S. Capital Wealth Advisors, LLC 55
Td Private Client Wealth Llc 55
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 55
WASHINGTON TRUST Co 55
Marquette Asset Management, LLC 55
Maryland State Retirement & Pension System 55
Associated Banc-corp 55
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 55
Signature Estate & Investment Advisors Llc 55
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 55
WCG Wealth Advisors LLC 55
Carnegie Capital Asset Management, LLC 55
Ironwood Financial, llc 55
Parkworth Wealth Management, Inc. 54
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 54
Alyeska Investment Group, L.P. 54
Castleview Partners, Llc 54
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 54
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 54
VTL Associates, LLC 54
Gyon Technologies Capital Management, LP 54
Eagle Asset Management Inc 54
Trilogy Capital Inc. 54
Old National Bancorp /in/ 54
Buckingham Strategic Wealth, Llc 54
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 54
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 54
Humankind Benefit Corp - Humankind US Stock ETF 54
Phocas Financial Corp. 53
Mach-1 Financial Group, Inc. 53
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 53
Valmark Advisers, Inc. 53
CIBC Asset Management Inc 53
Evoke Wealth, Llc 53
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 53
Riverhead Capital Management Llc 53
DiNuzzo Private Wealth, Inc. 53
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 53
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 53
Prudential Plc 53
Foundry Partners, LLC 53
Covington Capital Management 53
Hughes Financial Services, LLC 53
Good Life Advisors, LLC 53
Stratos Wealth Advisors, LLC 53
Colonial Trust Co / SC 53
Wagner Wealth Management, Llc 53
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 53
Heritage Wealth Management, Llc 53
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 52
Driehaus Capital Management Llc 52
Robeco Institutional Asset Management B.V. 52
Delta Asset Management Llc/tn 52
Kestra Investment Management, LLC 52
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 52
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 52
Modera Wealth Management, LLC 52
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 52
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 52
Sherbrooke Park Advisers Llc 52
Investors Research Corp 52
SILVER OAK SECURITIES, Inc 52
VCAAX - VALIC Co I - Asset Allocation Fund 52
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 52
Vermillion Wealth Management, Inc. 52
Nations Financial Group Inc, /ia/ /adv 52
Next Financial Holdings 52
Ameriflex Group, Inc. 52
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 52
Mesirow Financial Investment Management, Inc. 52
Fiduciary Trust Co 52
Segantii Capital Management Ltd 52
DekaBank Deutsche Girozentrale 52
AHL Partners LLP 52
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 52
Capstone Asset Management Co 52
Teton Advisors, Inc. 52
Avestar Capital, LLC 51
ETRADE Capital Management LLC 51
Wealth Quarterback LLC 51
Alpine Series Trust 51
Bayesian Capital Management, LP 51
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 51
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 51
MUFG Securities EMEA plc 51
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 51
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 51
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 51
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 51
Edgestream Partners, L.P. 51
Comerica Securities,inc. 51
Kilter Group LLC 51
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 51
Glenmede Investment Management, LP 51
Interval Partners, LP 51
Cambridge Trust Co 51
Petrus Trust Company, LTA 51
Caldwell Securities, Inc 51
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 51
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 51
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 51
Tucker Asset Management Llc 51
Stone House Investment Management, LLC 51
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 51
Congress Wealth Management LLC / DE / 51
Private Advisory Group LLC 51
Quent Capital, LLC 51
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 51
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 51
Danske Bank A/s 51
Glass Jacobson Investment Advisors llc 51
HighPoint Advisor Group LLC 51
NumerixS Investment Technologies Inc 51
Kovitz Investment Group Partners, LLC 51
361 Capital Llc 50
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 50
Tibra Equities Europe Ltd 50
Kistler-Tiffany Companies, LLC 50
Raleigh Capital Management Inc. 50
STFBX - Advisers Investment Trust - State Farm Balanced Fund 50
Twinbeech Capital Lp 50
Teza Capital Management LLC 50
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 50
Alphacrest Capital Management Llc 50
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 50
Vanguard Horizon Funds 50
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 50
Scotia Capital Inc. 50
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 50
Redhawk Wealth Advisors, Inc. 50
James Investment Research Inc 50
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 50
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 50
Headlands Technologies LLC 50
Orion Capital Management LLC 50
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 50
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 50
Curio Wealth, Llc 50
Atlantic Trust, LLC 50
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 50
Barings Llc 50
Clearbridge Investments, LLC 50
Argent Trust Co 50
Pictet Asset Management Sa 50
RWM Asset Management, LLC 50
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 50
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 50
Balentine LLC 50
Community Bank, N.A. 50
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 50
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 50
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 50
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 50
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 49
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 49
AMP Capital Investors Ltd 49
Oakworth Capital, Inc. 49
Rational Advisors Llc 49
PFG Investments, LLC 49
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 49
LRI Investments, LLC 49
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 49
Livingston Group Asset Management CO (operating as Southport Capital Management) 49
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 49
Usca Ria Llc 49
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 49
Barrow Hanley Mewhinney & Strauss Llc 49
Tidemark, LLC 49
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 49
Illinois Municipal Retirement Fund 49
WPG Advisers, LLC 49
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 49
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 49
APG Asset Management N.V. 49
Dakota Wealth Management 49
Hartford Mutual Funds Inc/ct 49
FNY Managed Accounts LLC 49
Gupta Wealth Management LLC 49
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 49
Freestone Capital Holdings, LLC 49
Beacon Capital Management, LLC 49
Strategic Financial Concepts, LLC 49
VestGen Advisors, LLC 49
Claris Advisors, Llc / Mo / 49
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 49
Quest Capital Management Inc /adv 49
HFM Investment Advisors, LLC 49
Vestcor Inc 49
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 48
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 48
Bruce G. Allen Investments, LLC 48
First Personal Financial Services 48
Impact Partnership Wealth, LLC 48
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 48
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 48
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 48
IMC-Chicago, LLC 48
Cutler Capital Management, LLC 48
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 48
Retirement Group, LLC 48
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 48
SummerHaven Investment Management, LLC 48
Measured Wealth Private Client Group, LLC 48
Sciencast Management LP 48
Massachusetts Financial Services Co /ma/ 48
Activest Wealth Management 48
MONECO Advisors, LLC 48
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF 48
Legato Capital Management LLC 48
Sageworth Trust Co 48
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 48
Liberty Wealth Management Llc 48
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 48
First Capital Advisors Group, LLC. 48
Cable Hill Partners, LLC 48
Prospector Partners Llc 48
Legacy Financial Advisors, Inc. 48
Aspire Private Capital, LLC 48
Mendota Financial Group, LLC 48
Westwood Holdings Group Inc 48
WESPAC Advisors, LLC 48
McAdam, LLC 48
Procyon Private Wealth Partners, LLC 48
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 48
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 48
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 48
Placemark Investments, Inc. 48
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 48
Jain Global LLC 48
Aveo Capital Partners, LLC 47
Pearl River Capital, LLC 47
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class 47
Independence Bank of Kentucky 47
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 47
Seizert Capital Partners, Llc 47
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 47
Wunderlich Securities, Inc. 47
Front Row Advisors LLC 47
Irish Life Investment Managers Ltd. 47
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 47
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 47
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity 47
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 47
Timber Hill LLC 47
Executive Wealth Management, LLC 47
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 47
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 47
Dynamic Technology Lab Pte Ltd 47
Elkfork Partners LLC 47
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 47
Invesco Bond Fund 47
AUERX - Unified Series Trust - Auer Growth Fund 47
Toth Financial Advisory Corp 47
BKPIX - Profunds - Banks Ultrasector Profund Investor Class 47
Vise Technologies, Inc. 47
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 47
Profunds - Profund Vp Banks 47
Spot Trading L.L.C 47
PMC FIG Opportunities LLC 47
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 47
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 47
Signature Equity Partners, LLC 47
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 47
Apella Capital, LLC 47
Royce Value Trust Inc 47
Landscape Capital Management, L.l.c. 47
Well Done, LLC 47
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 47
GAM Holding AG 46
Savvy Advisors, Inc. 46
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 46
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 46
Vident Advisory, LLC 46
Brighton Jones Llc 46
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 46
V Wealth Advisors LLC 46
LexAurum Advisors, LLC 46
Lee Financial Co 46
Motco 46
Vantage Investment Advisors, LLC 46
Global Trust Asset Management, LLC 46
Gillson Capital LP 46
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 46
Clean Yield Group 46
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 46
Modern Wealth Management, LLC 46
Cookson Peirce & Co Inc 46
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 46
Argentus Capital Management, LLC 46
Gerber Kawasaki Wealth & Investment Management 46
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 46
GW&K Investment Management, LLC 46
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 46
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 46
Financial Consulate, Inc 46
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 46
Rothschild Asset Management Inc 46
Intrua Financial, LLC 46
Transamerica Partners Portfolios 45
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 45
Caldwell Trust Co 45
1832 Asset Management L.P. 45
Coppell Advisory Solutions Corp. 45
BlackRock Japan Co. Ltd 45
Thompson Davis & Co., Inc. 45
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 45
Forum Financial Management, LP 45
Diversify Advisory Services, LLC 45
Zrc Wealth Management, Llc 45
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 45
Ubs Oconnor Llc 45
Transamerica Partners Funds Group 45
Betterment LLC 45
Riverview Trust Co 45
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 45
Atlas Private Wealth Advisors 45
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 45
Analytic Investors, LLC 45
Advisory Research Inc 45
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 45
First Command Financial Services, Inc. 45
Fifth Third Securities, Inc. 45
Blueshift Asset Management, LLC 45
Wesbanco Bank Inc 45
Silvercrest Asset Management Group Llc 45
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 45
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 45
Transamerica Partners Funds Group Ii 45
HBK Sorce Advisory LLC 45
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 45
Guardian Wealth Advisors, Llc / Nc 45
Glen Harbor Capital Management LLC 45
Tyler-Stone Wealth Management 45
Minichmacgregor Wealth Management, Llc 45
SHP Wealth Management 45
Bleakley Financial Group, LLC 44
TFC Financial Management 44
PSI Advisors, LLC 44
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 44
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 44
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 44
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 44
Forum Funds 44
Webster Bank, N. A. 44
Weiss Multi-Strategy Advisers LLC 44
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 44
People's United Financial, Inc. 44
Amundi Pioneer Asset Management Inc 44
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 44
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 44
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 44
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 44
Veritable, L.P. 44
Mosaic Family Wealth, LLC 44
Integrated Quantitative Investments LLC 44
Wealthbridge Capital Management, Llc 44
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 44
Daytona Street Capital LLC 44
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 44
Convergence Investment Partners, LLC 44
Diversify Wealth Management, Llc 44
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 44
Savior LLC 44
Private Wealth Asset Management, LLC 44
Capital Bank & Trust Co 44
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 44
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 44
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 44
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 44
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 44
Cambria Investment Management, L.P. 44
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 44
Veriti Management LLC 44
Total Clarity Wealth Management, Inc. 44
Mission Wealth Management, Lp 44
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 44
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 44
JJJ Advisors Inc. 44
Kohmann Bosshard Financial Services, LLC 44
Park Square Financial Group, LLC 44
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 44
LGT Financial Advisors LLC 43
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 43
Confluence Wealth Services, Inc. 43
Tocqueville Asset Management L.p. 43
Paulson Wealth Management Inc. 43
Princeton Alpha Management LP 43
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 43
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 43
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 43
Paces Ferry Wealth Advisors, Llc 43
ProVise Management Group, LLC 43
Bb&t Investment Services, Inc. 43
Thoroughbred Financial Services, Llc 43
Mason Street Advisors, Llc 43
Smith Asset Management Group Lp 43
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 43
Asset Management One Co., Ltd. 43
Longfellow Investment Management Co Llc 43
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 43
FormulaFolio Investments, LLC 43
Evercore Wealth Management, LLC 43
Verdence Capital Advisors LLC 43
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 43
Shelton Capital Management 43
Institutional & Family Asset Management, Llc 43
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 43
Gladius Capital Management LP 43
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 43
Weiss Strategic Interval Fund 43
Wasatch Advisors Inc 43
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 43
Old Mutual Customised Solutions (proprietary) Ltd 43
Cigna Investments Inc /new 43
Hollencrest Capital Management 43
ACSKX - American Century Investment Trust - Short Duration Fund C Class 43
Laurel Wealth Advisors LLC 43
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 43
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 43
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 43
First Command Bank 43
First Citizens Bank & Trust Co 43
Vontobel Holding Ltd. 42
Maven Securities LTD 42
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 42
YHB Investment Advisors, Inc. 42
Global Financial Private Capital, LLC 42
Forest Hill Capital, LLC 42
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 42
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 42
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 42
St Germain D J Co Inc 42
Lakeview Capital Partners, LLC 42
Pacer Advisors, Inc. 42
Duality Advisers, Lp 42
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 42
Knights of Columbus Asset Advisors LLC 42
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 42
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 42
Alpha DNA Investment Management LLC 42
Kingswood Wealth Advisors, Llc 42
Acorn Wealth Advisors, LLC 42
RPg Family Wealth Advisory, LLC 42
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 42
VisionPoint Advisory Group, LLC 42
Northern Trust Co Of Connecticut 42
Inspire Advisors, LLC 42
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 42
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 42
Voisard Asset Management Group, Inc. 42
Ci Investments Inc. 42
Thb Asset Management 42
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 42
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 42
Dana Investment Advisors, Inc. 42
Wedmont Private Capital 42
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 42
Park Place Capital Corp 42
Adage Capital Partners Gp, L.l.c. 42
Piermont Capital Management LLC 42
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 42
Kowal Investment Group, LLC 42
Founders Financial Securities Llc 42
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 42
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 42
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 42
Wealthfront Advisers Llc 42
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 42
Nuveen Preferred & Income Opportunities Fund 42
Synergy Financial Management, LLC 42
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 42
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 42
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 41
BRACX - Blackrock Allocation Target Shares - Bats Series C 41
Ontario Teachers Pension Plan Board 41
Colonial Trust Advisors 41
Nemes Rush Group LLC 41
Pinnacle Bancorp, Inc. 41
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 41
Harwood Advisory Group, LLC 41
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 41
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 41
Sei Trust Co 41
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 41
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 41
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 41
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 41
Hazlett, Burt & Watson, Inc. 41
Fortis Advisors, LLC 41
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 41
Semanteon Capital Management, LP 41
Commonwealth Bank Of Australia 41
Horan Securities, Inc. 41
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 41
Claraphi Advisory Network, LLC 41
Eagle Bay Advisors LLC 41
Old Second National Bank Of Aurora 41
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 41
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 41
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 41
Vista Private Wealth Partners. LLC 41
Sugarloaf Wealth Management, LLC 41
Princeton Global Asset Management LLC 41
Journey Strategic Wealth Llc 41
GoalVest Advisory LLC 41
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 41
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 41
Wolff Wiese Magana Llc 41
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 41
Pictet Asset Management Ltd 41
Hudock, Inc. 41
IAG Wealth Partners, LLC 41
Arlington Partners LLC 41
Northern Oak Wealth Management Inc 41
Clear Harbor Asset Management, LLC 41
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 41
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 41
Merriman Wealth Management, LLC 41
Dean Investment Associates, Llc 41
CAPROCK Group, Inc. 41
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 41
Beaumont Financial Partners, LLC 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 41
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 41
Financial Engines Advisors L.L.C. 41
Destination Wealth Management 41
Cary Street Partners Financial Llc 41
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 41
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 40
K2 Principal Fund, L.p. 40
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 40
Gateway Wealth Partners, LLC 40
Nachman Norwood & Parrott, Inc 40
Royal Fund Management, LLC 40
One Capital Management, LLC 40
Readystate Asset Management Lp 40
NewEdge Wealth, LLC 40
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 40
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 40
SOA Wealth Advisors, LLC. 40
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 40
WFA of San Diego, LLC 40
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 40
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 40
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 40
Beaird Harris Wealth Management, LLC 40
55i, Llc 40
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 40
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 40
Profunds - Profund Vp Small-cap Value 40
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 40
Peregrine Capital Management Llc 40
Axq Capital, Lp 40
Ares Financial Consulting, LLC 40
VSR Financial Services, Inc. 40
Eagle Global Advisors Llc 40
M Holdings Securities, Inc. 40
Teton Westwood Funds 40
Mascoma Wealth Management LLC 40
DHJJ Financial Advisors, Ltd. 40
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 40
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 40
SVPIX - Profunds - Small-cap Value Profund Investor Class 40
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 40
Pacific Sun Financial Corp 40
BOK Financial Private Wealth, Inc. 40
Gilpin Wealth Management, Llc 40
Bridgefront Capital, LLC 40
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 40
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 40
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 40
Archford Capital Strategies, LLC 40
Paradigm Asset Management Co Llc 40
Vident Investment Advisory, LLC 40
CBIZ Investment Advisory Services, LLC 40
Polar Asset Management Partners Inc. 40
Kingdom Financial Group LLC. 40
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 40
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 40
Patten Group, Inc. 40
Garrett Investment Advisors LLC 40
Ethic Inc. 40
RVW Wealth, LLC 40
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 40
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 40
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 40
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 40
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 40
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 40
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 40
Rosenberg Matthew Hamilton 40
Northwest Investment Counselors, Llc 40
Bogle Investment Management L P /de/ 39
Mv Capital Management, Inc. 39
Global Wealth Management Investment Advisory, Inc. 39
Laurel Wealth Advisors, Inc. 39
Checchi Capital Advisers, LLC 39
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 39
Northpointe Capital Llc 39
Keeley-Teton Advisors, LLC 39
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 39
Clover Partners, L.P. 39
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 39
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 39
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 39
Financial Counselors Inc 39
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 39
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 39
Squar Milner Financial Services Llc 39
Black Maple Capital Management LP 39
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 39
Atticus Wealth Management, Llc 39
Opus Capital Group, LLC 39
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 39
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 39
Zions Bancorporation, National Association /ut/ 39
Focused Wealth Management, Inc 39
William Blair Investment Management, Llc 39
WR Wealth Planners, LLC 39
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 39
Mycio Wealth Partners, Llc 39
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 39
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 39
Riggs Asset Managment Co. Inc. 39
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 39
Atlas Capital Advisors Llc 39
Nova Wealth Management, Inc. 39
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 39
Kemnay Advisory Services Inc. 39
Edge Advisors, Llc 39
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 39
Barometer Capital Management Inc. 39
GABELLI & Co INVESTMENT ADVISERS, INC. 39
Essex Financial Services, Inc. 39
Integrated Wealth Management 39
First Trust Intermediate Duration Preferred & Income Fund 39
Evermay Wealth Management Llc 39
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 39
Kayne Anderson Rudnick Investment Management Llc 39
ISAM Funds (UK) Ltd 39
Dubuque Bank & Trust Co 39
Adviser Investments LLC 39
American Capital Advisory, LLC 39
PharVision Advisers, LLC 39
TFO USA Ltd 39
Meadow Creek Investment Management LLC 39
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 39
Kessler Investment Group, LLC 38
Heritage Wealth Advisors 38
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 38
Partnervest Advisory Services LLC 38
Pinnacle Financial Partners Inc 38
Walthausen & Co., LLC 38
LifePlan Financial Group, Inc 38
Swiss Life Asset Management Ltd 38
Hilton Capital Management, LLC 38
King Luther Capital Management Corp 38
ZPR Investment Management 38
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 38
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 38
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 38
Van Hulzen Asset Management, LLC 38
Joseph P. Lucia & Associates, LLC 38
Philadelphia Financial Management of San Francisco, LLC 38
Accel Wealth Management 38
Coastal Capital Group, Inc. 38
Advanced Series Trust - Ast Advanced Strategies Portfolio 38
Corton Capital Inc. 38
Heritage Trust Co 38
Algebris (uk) Ltd 38
Pinnacle Financial Partners, Inc. 38
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 38
1620 Investment Advisors, Inc. 38
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 38
Ziegler Capital Management, LLC 38
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 38
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 38
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 38
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 38
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 38
T. Rowe Price Investment Management, Inc. 38
Pfs Investments Inc. 38
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 38
Hanseatic Management Services Inc 38
Harel Insurance Investments & Financial Services Ltd. 38
Westpac Banking Corp 38
Denver Investment Advisors Llc 38
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 38
Claro Advisors LLC 38
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 38
Absolute Return Capital, LLC 38
Highline Wealth Partners Llc 38
Zeke Capital Advisors, Llc 38
Virtue Capital Management, LLC 38
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 38
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 38
Pitcairn Co 38
Cipher Capital LP 38
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 38
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 38
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 38
OneAscent Financial Services LLC 38
Elyxium Wealth, LLC 38
Polymer Capital Management (US) LLC 38
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 38
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 38
Robertson Stephens Wealth Management, LLC 38
Dean Capital Management 37
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 37
Whitener Capital Management, Inc. 37
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 37
Hobbs Group Advisors, LLC 37
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 37
Claybrook Capital, LLC 37
Camarda Financial Advisors, LLC 37
Cassaday & Co Wealth Management LLC 37
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 37
Cohen & Steers Reit & Preferred Income Fund Inc 37
Tiaa Trust, National Association 37
Sovran Advisors, LLC 37
Kings Point Capital Management 37
Stonebridge Financial Group, LLC 37
Keystone Financial Group 37
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 37
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 37
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 37
Vicus Capital 37
Kanaly Trust Co 37
Clear Creek Financial Management, LLC 37
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 37
Kathmere Capital Management, LLC 37
Millstone Evans Group, LLC 37
Elevated Capital Advisors, LLC 37
SAC Capital Advisors LP 37
Avidian Wealth Solutions, LLC 37
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 37
Gryphon Financial Partners LLC 37
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 37
City State Bank 37
Cassady Schiller Wealth Management, LLC 37
Keel Point, LLC 37
Nalls Sherbakoff Group, Llc 37
Highland Capital Management Fund Advisors, L.p. 37
Dreman Value Management, L L C 37
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 37
Frazier Financial Advisors, LLC 37
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 37
Monashee Investment Management LLC 37
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 37
Calamos Strategic Total Return Fund 37
Koss-Olinger Consulting, LLC 37
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 37
Independent Portfolio Consultants, Inc. 37
Carmichael Hill & Associates, Inc. 37
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 37
Water Island Capital Llc 37
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 37
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 37
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 37
Clinton Group Inc 37
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 37
Kore Private Wealth LLC 37
Qs Batterymarch Financial Management, Inc 36
Contravisory Investment Management, Inc. 36
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 36
Rockbridge Investment Management, LCC 36
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 36
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 36
Virtus ETF Advisers LLC 36
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 36
Edmond De Rothschild Holding S.a. 36
Dogwood Wealth Management LLC 36
Calvert Investment Management, Inc. 36
Mitsubishi UFJ Trust & Banking Corp 36
Opal Wealth Advisors, LLC 36
Gator Capital Management, LLC 36
Pine River Capital Management L.P. 36
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 36
Patriot Financial Partners Gp, Lp 36
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 36
Medallion Wealth Advisors, LLC 36
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 36
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 36
Apriem Advisors 36
Neo Ivy Capital Management 36
Parametrica Management Ltd 36
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 36
Plancorp, LLC 36
Optima Capital Llc 36
Oberweis Asset Management Inc/ 36
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 36
CWA Asset Management Group, LLC 36
Friedenthal Financial 36
Nbt Bank N A /ny 36
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 36
Zions Bancorporation, N.A. 36
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 36
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 36
Confluence Investment Management Llc 36
Cahill Financial Advisors Inc 36
Transcend Wealth Collective, Llc 36
Ativo Capital Management LLC 36
Courier Capital Llc 36
Allstate Corp 36
Legacy Private Trust Co. 36
Visionary Wealth Advisors 36
West Tower Group, LLC 36
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 36
Bellwether Investment Group, LLC 36
Iron Horse Wealth Management, LLC 36
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 36
Linscomb & Williams, Inc. 36
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 36
I.g. Investment Management, Ltd. 36
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 36
Symphony Asset Management Llc 36
Ellis Investment Partners, LLC 36
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 36
Tcg Advisors, Lp 36
Quad-Cities Investment Group, LLC 36
Flaherty & Crumrine Preferred Income Fund Inc 35
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 35
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 35
SLIM - Janus Detroit Street Trust - The Obesity ETF 35
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 35
Sachetta, LLC 35
Compagnie Lombard Odier SCmA 35
Alexandria Capital, LLC 35
NOBOX - Northern Funds - Northern Bond Index Fund 35
World Asset Management Inc 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 35
Cedar Mountain Advisors, LLC 35
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 35
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 35
Weaver Consulting Group 35
Virtus Investment Advisers, Inc. 35
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 35
Ahrens Investment Partners LLC 35
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 35
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 35
Edge Wealth Management LLC 35
Anfield Capital Management, LLC 35
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 35
Ibex Wealth Advisors 35
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 35
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 35
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 35
683 Capital Management, LLC 35
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 35
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 35
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 35
Capital Investment Advisors, LLC 35
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 35
Mckinley Capital Management Llc /delaware 35
PrairieView Partners, LLC 35
Aviva Plc 35
Simon Quick Advisors, Llc 35
Fulcrum Equity Management 35
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 35
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 35
Chartwell Investment Partners, Llc 35
Harvest Fund Management Co., Ltd 35
Second Curve Capital Llc 35
Sii Investments Inc/wi 35
One Wealth Advisors, LLC 35
Country Trust Bank 35
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 35
Garrett Wealth Advisory Group, LLC 35
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 35
Astoria Portfolio Advisors LLC. 35
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 35
ARGI Investment Services, LLC 35
YorkBridge Wealth Partners, LLC 35
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 35
PIMCO FUNDS - PIMCO Short Asset Portfolio 35
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 35
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 34
EPG Wealth Management LLC 34
N.E.W. Advisory Services LLC 34
Tyers Asset Management LLC 34
Security National Trust Co 34
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 34
BCS Wealth Management 34
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 34
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 34
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 34
Intentional Wealth Strategies, LLC 34
South Dakota Investment Council 34
Mpwm Advisory Solutions, Llc 34
Freestone Grove Partners LP 34
Flaherty & Crumrine Preferred Securities Income Fund Inc 34
MBE Wealth Management, LLC 34
Silverlake Wealth Management Llc 34
Connectus Wealth, LLC 34
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 34
BNP Paribas Investment Partners S.A. 34
Girard Partners Ltd. 34
Amerivest Investment Management LLC 34
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 34
BBVA USA Bancshares, Inc. 34
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 34
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 34
Ballentine Partners, LLC 34
Fortis Capital Advisors, LLC 34
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 34
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 34
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 34
Cribstone Capital Management, LLC 34
Equitable Trust Co 34
TD Capital Management LLC 34
Zurich Insurance Group Ltd/FI 34
PFFD - Global X Funds - Global X U.S. Preferred ETF 34
SGPIX - Profunds - Small-cap Growth Profund Investor Class 34
Calamos Advisors LLC 34
NorthCoast Asset Management LLC 34
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 34
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 34
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 34
Creekmur Asset Management LLC 34
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 34
Turning Point Benefit Group, Inc. 34
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 34
Fiduciary Alliance LLC 34
Collective Family Office Llc 34
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 34
Triad Wealth Partners, LLC 34
Highland Capital Management Lp 34
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 34
1st Global Advisors, Inc. 34
Providence Capital Advisors, LLC 34
Aaron Wealth Advisors LLC 34
Leavell Investment Management, Inc. 34
Berger Financial Group, Inc 34
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 34
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 34
Exchange Capital Management, Inc. 34
High Note Wealth, LLC 34
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 34
Seven Eight Capital, Lp 34
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 34
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 34
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 34
Koch Industries Inc 34
Cornerstone Investment Partners, LLC 34
Burney Co/ 34
Cadence Capital Management Llc 34
Central Pacific Bank - Trust Division 33
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 33
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 33
TRUE Private Wealth Advisors 33
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 33
NorthCrest Asset Manangement, LLC 33
Hl Financial Services Llc 33
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 33
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 33
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 33
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 33
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 33
Integrated Investment Consultants, LLC 33
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 33
Visium Asset Management, LP 33
Profunds - Profund Vp Small-cap Growth 33
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 33
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 33
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 33
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 33
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 33
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 33
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 33
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 33
Evanson Asset Management, LLC 33
Boston Trust Walden Corp 33
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 33
Regentatlantic Capital Llc 33
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 33
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 33
Doyle Wealth Management 33
Financial Network Wealth Advisors LLC 33
Calamos Long/Short Equity & Dynamic Income Trust 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 33
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 33
Sageworth Trust Co of South Dakota 33
Selective Wealth Management, Inc. 33
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 33
BI Asset Management Fondsmaeglerselskab A/S 33
Integrated Advisors Network LLC 33
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 33
RMR Wealth Builders 33
Six Circles Trust - Six Circles Credit Opportunities Fund 33
Great Diamond Partners, LLC 33
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 33
Putnam Fl Investment Management Co 33
Flaherty & Crumrine Total Return Fund Inc 33
Arlington Trust Co LLC 33
Delaware Management Holdings, Inc. 33
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 33
Blue Bell Private Wealth Management, Llc 33
Cohen & Steers Select Preferred & Income Fund, Inc. 33
Woodmont Investment Counsel Llc 33
Symmetry Partners, LLC 33
Cpwm, Llc 33
Brandywine Oak Private Wealth Llc 33
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 33
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 33
Annapolis Financial Services, LLC 33
Erste Asset Management GmbH 33
Neuburgh Advisers LLC 33
Wealth Enhancement Trust Services, Inc. 33
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 33
Parkwood LLC 33
Flaharty Asset Management, LLC 33
Bedel Financial Consulting, Inc. 33
Heartland Advisors Inc 33
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 33
Wakefield Asset Management LLLP 33
Ropes Wealth Advisors Llc 33
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 33
Wrapmanager Inc 33
RFP Financial Group LLC 33
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 33
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 33
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 33
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 33
Naples Global Advisors, Llc 33
Tiedemann Advisors, Llc 33
Altus Wealth Group LLC 33
Miracle Mile Advisors, LLC 32
Capstone Series Fund Inc 32
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 32
Voya Financial Advisors, Inc. 32
Crews Bank & Trust 32
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 32
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 32
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 32
Caption Management, LLC 32
EWG Elevate Inc. 32
Cordasco Financial Network 32
Arcus Capital Partners, LLC 32
State Of Michigan Retirement System 32
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 32
CNB Bank 32
Charter Oak Capital Management, LLC 32
Fca Corp /tx 32
HSFNX - HENNESSY FUNDS TRUST - Hennessy Small Cap Financial Fund Investor Class 32
Invictus RG 32
Bfsg, Llc 32
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 32
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 32
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 32
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 32
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 32
CenterStar Fund, LLC 32
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 32
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 32
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 32
Alpenglow Capital LP 32
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 32
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 32
Resources Management Corp /ct/ /adv 32
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 32
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 32
Voleon Capital Management Lp 32
PENN SERIES FUNDS INC - Small Cap Value Fund 32
Winton Diversified Opportunities Fund 32
Allegis Investment Advisors, LLC 32
Quest 10 Wealth Builders, Inc. 32
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 32
Fiera Capital Corp 32
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 32
Harvest Capital Strategies LLC 32
Smith, Moore & Co. 32
Retirement Planning Co of New England, Inc. 32
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 32
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 32
Tennessee Valley Asset Management Partners 32
Davis Capital Management 32
Ing Groep Nv 32
Securian Asset Management, Inc 32
Nfj Investment Group, Llc 32
Zweig-DiMenna Associates LLC 32
Wintrust Investments Llc 32
Ledyard National Bank 32
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 32
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 32
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 32
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 32
Greenleaf Trust 32
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 32
STXK - EA Series Trust - Strive Small-Cap ETF 32
Tiaa, Fsb 32
Moloney Securities Asset Management, LLC 32
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 32
Column Capital Advisors, LLC 32
World Equity Group, Inc. 32
Lynx Investment Advisory 32
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 32
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 32
Brown, Lisle/cummings, Inc. 32
River Wealth Advisors LLC 31
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 31
Oliver Lagore Vanvalin Investment Group 31
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 31
Angeles Wealth Management, Llc 31
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 31
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 31
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 31
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 31
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 31
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio 31
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 31
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 31
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 31
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 31
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 31
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 31
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 31
Mangrove Partners 31
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 31
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 31
Carlson Capital L P 31
Quaker Wealth Management, LLC 31
BKD Wealth Advisors, LLC 31
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 31
Banque Pictet & Cie Sa 31
Perkins Investment Management, LLC 31
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 31
Pinnacle Associates Ltd 31
Investment Counselors Of Maryland Llc 31
Burt Wealth Advisors 31
Investment Centers Of America Inc 31
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 31
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 31
Shufro Rose & Co Llc 31
Pinnacle Summer Investments, Inc. 31
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 31
First Interstate Bank 31
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 31
Chevy Chase Trust Holdings, Inc. 31
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 31
Homrich & Berg 31
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 31
Planned Solutions, Inc. 31
AlphaOne Investment Services, LLC 31
Legacy Financial Group LLC 31
Grove Bank & Trust 31
Sheaff Brock Investment Advisors, LLC 31
CBOE Vest Financial, LLC 31
Adams Diversified Equity Fund, Inc. 31
TCTC Holdings, LLC 31
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 31
Capula Management Ltd 31
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 31
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 31
Munder Capital Management 31
Shepherd Kaplan Krochuk, Llc 31
Qrg Capital Management, Inc. 31
Arden Trust Co 31
Cherry Tree Wealth Management, LLC 31
Inscription Capital, LLC 31
Personal Wealth Partners 31
Nuveen Preferred & Income Term Fund 31
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 31
EAM Global Investors LLC 31
WMG Financial Advisors, LLC 31
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 31
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 31
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 31
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 31
Crestline Management, LP 30
Clearview Wealth Advisors LLC 30
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 30
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 30
Alera Investment Advisors, LLC 30
Northwestern Mutual Investment Management Company, Llc 30
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 30
McMahon Financial Advisors, LLC 30
Corient Capital Partners, LLC 30
Quantitative Investment Management, LLC 30
Ascent Group, LLC 30
Yorktown Management & Research Co Inc 30
Ankerstar Wealth, LLC 30
Vanguard Whitehall Funds 30
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 30
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 30
First National Corp /ma/ /adv 30
First Foundation Advisors 30
EMC Capital Management 30
Capital One, National Association 30
Abacus Wealth Partners, LLC 30
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 30
Creative Capital Management Investments LLC 30
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 30
Rotella Capital Management, Inc. 30
Red Tortoise LLC 30
Operose Advisors LLC 30
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 30
VARCOV Co. 30
Howard Wealth Management, Llc 30
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 30
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 30
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 30
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 30
Cardiff Park Advisors, Llc 30
Duncker Streett & Co Inc 30
USAdvisors Wealth Management, LLC 30
Bayforest Capital Ltd 30
First Pacific Financial 30
Seidman Lawrence B 30
Henshaw Capital LLC 30
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 30
Segment Wealth Management, LLC 30
Center for Financial Planning, Inc. 30
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 30
Capital A Wealth Management, LLC 30
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 30
Soros Fund Management Llc 30
Hoey Investments, Inc 30
Standard Life Aberdeen plc 30
Whipplewood Advisors, LLC 30
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 30
ACG Wealth 30
Waratah Capital Advisors Ltd. 30
Carmel Capital Partners, LLC 30
HBW Advisory Services LLC 30
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 30
Godfrey Financial Associates, Inc. 30
Virginia Retirement System 30
Advisor Partners Ii, Llc 30
NFP Retirement, Inc. 30
Aprio Wealth Management, LLC 30
Ten Capital Wealth Advisors, LLC 30
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 30
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 30
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 30
DB Wealth Management Group, LLC 30
Caxton Associates Llp 30
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 30
Pure Financial Advisors, Inc. 30
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 30
Beacon Investment Advisory Services, Inc. 30
Evolution Wealth Management Inc. 30
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 30
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 30
Beacon Capital Management, Inc. 30
DnB Asset Management AS 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 30
Aspect Partners, LLC 30
Northwest & Ethical Investments L.P. 30
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 30
Tiaa-cref Individual & Institutional Services, Llc 30
Old Mission Capital, Llc 30
Persistent Asset Partners Ltd 30
Resonant Capital Advisors, LLC 30
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 30
IYF - iSHARES TRUST - iShares U.S. Financials ETF 30
Affinity Investment Advisors, Llc 30
Caisse De Depot Et Placement Du Quebec 30
Agf Investments Inc. 30
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 30
Element Capital Management Llc 30
Breakwater Capital Group 30
Kms Financial Services, Inc 30
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 30
Advisor Partners Llc 29
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF 29
Investment Partners, Ltd. 29
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 29
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 29
Hoxton Financial, Inc. 29
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 29
Odyssean, LLC 29
Mattson Financial Services, LLC 29
Northwest Financial Advisors 29
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 29
Bridgewater Associates, LP 29
Advisors Capital Management, LLC 29
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 29
Curi Wealth Management, LLC 29
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 29
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 29
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 29
Entrustpermal Partners Offshore Lp 29
First National Bank Of Omaha 29
Herold Advisors, Inc. 29
Flinton Capital Management LLC 29
Bbva Usa 29
KBWR - Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF 29
Camelot Portfolios, LLC 29
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 29
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 29
Focus Financial Network Inc /adv 29
Ategra Capital Management, LLC 29
Secure Asset Management, LLC 29
PCG Wealth Advisors, LLC 29
Nuveen Preferred & Income Securities Fund 29
Ruggie Capital Group 29
Abich Financial Wealth Management LLC 29
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 29
Brookfield Asset Management Inc. 29
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 29
Psagot Value Holdings Ltd. / (Israel) 29
Miles Capital, Inc. 29
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 29
Legacy Advisors, LLC 29
Prentice Wealth Management LLC 29
Pallas Capital Advisors LLC 29
Mirador Capital Partners LP 29
M&r Capital Management Inc 29
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 29
Safeguard Investment Advisory Group, LLC 29
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 29
RBF Capital, LLC 29
Hudson Bay Capital Management LP 29
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 29
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 29
Fortis Group Advisors, LLC 29
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 29
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 29
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 29
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 29
Leuthold Group, Llc 29
Turner Investments, L.p. 29
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 29
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 29
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 29
Profunds - Profund Vp Financials 29
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 29
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 29
Winfield Associates, Inc. 29
Madden Advisory Services, Inc. 29
Oxbow Advisors, LLC 29
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 29
UYG - PROSHARES TRUST - ProShares Ultra Financials 29
Hills Bank & Trust Co 29
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 29
Hilton Head Capital Partners, LLC 29
Paragon Capital Management Ltd 29
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 29
Retirement Systems of Alabama 29
American Research & Management Co. 29
Better Money Decisions, LLC 29
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 29
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 29
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 28
Capital Guardian Trust Co 28
Elo Mutual Pension Insurance Co 28
Financial Enhancement Group LLC 28
Worth Asset Management, LLC 28
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 28
Bellevue Asset Management, Llc 28
Interchange Capital Partners, LLC 28
De Lisle Partners LLP 28
Consector Capital, LP 28
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio II 28
Oarsman Capital, Inc. 28
Dorsey & Whitney Trust CO LLC 28
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 28
Bridgeworth, LLC 28
Old Port Advisors 28
Rowland Carmichael Advisors Inc /adv 28
Old Mutual Global Investors (UK) Ltd. 28
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 28
SYM FINANCIAL Corp 28
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 28
Advantage Alpha Capital Partners LP 28
Hartford Investment Management Co 28
Wealth Preservation Advisors, LLC 28
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 28
Washington Trust Advisors, Inc. 28
CSM Advisors, LLC 28
Commerzbank Aktiengesellschaft /fi 28
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 28
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 28
McElhenny Sheffield Capital Management, LLC 28
Copeland Capital Management, LLC 28
Spectrum Management Group, LLC 28
Fifth Third Wealth Advisors LLC 28
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 28
Redwood Investment Management, Llc 28
Farringdon Capital, Ltd. 28
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 28
BW Gestao de Investimentos Ltda. 28
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 28
Capital World Investors 28
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 28
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 28
NN Investment Partners Holdings N.V. 28
Arcadia Investment Management Corp/mi 28
Apeiron RIA LLC 28
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 28
Kavar Capital Partners, LLC 28
FNY Partners Fund LP 28
Cortina Asset Management, LLC 28
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 28
City Holding Co 28
Banque Cantonale Vaudoise 28
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 28
Cliftonlarsonallen Wealth Advisors, Llc 28
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 28
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 28
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 28
Professional Financial Advisors, LLC 28
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 28
Callan Family Office, LLC 28
Retirement Capital Strategies 28
New Age Alpha Advisors, LLC 28
Alpha Omega Wealth Management LLC 28
Horizons Wealth Management 28
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 28
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 28
WealthTrak Capital Management LLC 28
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 28
Gendell Jeffrey L 28
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 28
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 28
Valued Wealth Advisors LLC 28
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 28
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 28
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 28
Absolute Capital Management, LLC 28
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 28
Fort Washington Investment Advisors Inc /oh/ 28
Alliancebernstein Global High Income Fund Inc 28
Childress Capital Advisors, Llc 28
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 28
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 28
Scarborough Advisors, LLC 28
New Mexico Educational Retirement Board 28
Ashton Thomas Securities, Llc 28
D'Orazio & Associates, Inc. 28
Parcion Private Wealth LLC 28
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 27
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 27
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 27
AGF Investments LLC 27
Samalin Investment Counsel, LLC 27
Nottingham Advisors, Inc. 27
Fourth Dimension Wealth, LLC 27
Norden Group Llc 27
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 27
Nuveen Multi-Asset Income Fund 27
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 27
Investors Capital Advisory Services 27
Greenwood Capital Associates Llc 27
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 27
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF 27
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 27
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 27
Park National Corp /oh/ 27
Beacon Financial Group 27
Crestwood Advisors Group LLC 27
Mill Creek Capital Advisors, LLC 27
Daiwa Securities Group Inc. 27
Genesee Capital Advisors, LLC 27
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 27
JBF Capital, Inc. 27
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 27
Capital Research Global Investors 27
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 27
Gierl Augustine Investment Management Inc 27
Boston Private Bank & Trust Co 27
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 27
Vectors Research Management, LLC 27
Stonecastle Financial Corp. 27
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 27
Sage Mountain Advisors LLC 27
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 27
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 27
Barnett & Company, Inc. 27
WealthPlan Investment Management, LLC 27
Northwest Capital Management Inc 27
Price Michael F 27
Sterling Investment Advisors, Ltd. 27
Oliver Luxxe Assets LLC 27
Kalos Management, Inc. 27
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 27
Waddell & Reed Financial Inc 27
Godsey & Gibb Associates 27
Allegheny Financial Group LTD 27
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 27
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 27
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 27
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 27
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 27
Net Worth Advisory Group 27
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 27
BSW Wealth Partners 27
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 27
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 27
FIL Ltd 27
Legacy Wealth Managment, LLC/ID 27
Laffer Investments 27
Pinkerton Retirement Specialists, LLC 27
Lmcg Investments, Llc 27
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 27
NinePointTwo Capital 27
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 27
Main Street Group, LTD 27
Zions Bancorporation 27
Armstrong Advisory Group, Inc 27
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 27
Rockland Trust Co 27
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 27
Signal Advisors Wealth, LLC 27
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 27
Estate Counselors, LLC 27
Albion Financial Group /ut 27
Fred Alger Management, Llc 27
CSat Investment Advisory, L.P. 27
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 27
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 27
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 27
QALTX - Advisors Preferred Trust - Quantified Alternative Investment Fund Investor Class Shares 27
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 27
Aspen Investment Management Inc 27
Stifel Nicolaus & Co Inc \mo\ 27
Navellier & Associates Inc 27
Endurance Wealth Management, Inc. 27
Fidelis Capital Partners, LLC 27
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 27
Kcm Investment Advisors Llc 27
American Trust 27
tru Independence LLC 27
Hengehold Capital Management Llc 27
Congress Asset Management Co /ma 27
Signature Resources Capital Management, LLC 27
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 27
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 27
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 27
City National Bank 27
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 27
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 27
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 27
Nvwm, Llc 27
Oxford Financial Group Ltd 27
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 26
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 26
Revolve Wealth Partners, LLC 26
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 26
Knight Capital Group, Inc. 26
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 26
Manchester Financial Inc 26
Ulysses Management LLC 26
Richardson Financial Services Inc. 26
Livforsakringsbolaget Skandia, Omsesidigt 26
Marshall Financial Group LLC 26
Santori & Peters, Inc. 26
Farmers & Merchants Trust Co of Chambersburg PA 26
Quotient Investors, LLC 26
Exane Derivatives 26
Romano Brothers And Company 26
HoldCo Asset Management, L.P. 26
Peapack Gladstone Financial Corp 26
Essex Investment Management Co Llc 26
Adirondack Trust Co 26
Americana Partners, LLC 26
Meritage Portfolio Management 26
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 26
Stilwell Value LLC 26
Ballew Advisors, Inc 26
SummitTX Capital, L.P. 26
MidFirst Bank 26
First New York Securities Llc /ny 26
Vivaldi Asset Management, LLC 26
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 26
Omnia Family Wealth, LLC 26
CFS Investment Advisory Services, LLC 26
AJOVista, LLC 26
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 26
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 26
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 26
Sentinel Pension Advisors Inc 26
Symphony Financial, Ltd. Co. 26
Retirement Planning Group 26
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 26
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 26
Rice Hall James & Associates, Llc 26
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 26
Gwn Securities Inc. 26
Hanson & Doremus Investment Management 26
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 26
Harbour Capital Advisors, LLC 26
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 26
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 26
Chilton Capital Management Llc 26
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 26
Hallmark Capital Management Inc 26
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 26
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 26
Baldrige Asset Management LLC 26
Clarity Asset Management, Inc. 26
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 26
Tlwm 26
VitalStone Financial, LLC 26
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 26
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 26
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF 26
Meitav Dash Investments Ltd 26
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 26
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 26
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 26
Denver Wealth Management, Inc. 26
Dearborn Partners Llc 26
Sharkey, Howes & Javer 26
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 26
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 26
Pacitti Group Inc. 26
Campbell Multi-strategy Trust 26
Northwest Wealth Management, Llc 26
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 26
Legg Mason Investment Counsel, LLC 26
Harbor Asset Planning, Inc. 26
Sittner & Nelson, Llc 26
MGB Wealth Management, LLC 26
VCBDX - VALIC Co I - Core Bond Fund 26
Nuveen Preferred & Income 2022 Term Fund 26
Brewin Dolphin Ltd 26
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 26
Thompson Investment Management, Inc. 26
Win Advisors, Inc 26
Trustmark National Bank Trust Department 26
Counterpoint Mutual Funds LLC 26
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 26
Sippican Capital Advisors 26
Liberty Mutual Group Asset Management Inc. 26
Masso Torrence Wealth Management Inc. 26
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 26
Fusion Family Wealth LLC 26
Exencial Wealth Advisors, Llc 26
Cypress Wealth Services, LLC 26
Verity Asset Management, Inc. 26
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 26
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 26
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 26
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 26
Chesley Taft & Associates LLC 25
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 25
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 25
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 25
SevenBridge Financial Group, LLC 25
Collaborative Wealth Managment Inc. 25
REAP Financial Group, LLC 25
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 25
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 25
Clearwater Capital Advisors, LLC 25
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 25
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 25
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 25
Wellington Grp LLC 25
Krane Funds Advisors LLC 25
Portside Wealth Group, LLC 25
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 25
Ridgewood Investments LLC 25
RiverFront Investment Group, LLC 25
Epoch Investment Partners, Inc. 25
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 25
Advocacy Wealth Management Services, LLC 25
Mainstay Capital Management Llc /adv 25
Insight Wealth Partners, LLC 25
Networth Advisors, LLC 25
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 25
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 25
Marietta Wealth Management, LLC 25
Full18 Capital LLC 25
American National Bank 25
Advisor OS, LLC 25
Grey Fox Wealth Advisors, LLC 25
Utah Retirement Systems 25
Maverick Capital Ltd 25
First Midwest Bank Trust Division 25
Shapiro Robert N 25
Oder Investment Management, LLC 25
Vaughan Nelson Investment Management, L.p. 25
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 25
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 25
Winch Advisory Services, LLC 25
Hussman Strategic Advisors, Inc. 25
DecisionPoint Financial, LLC 25
Artemis Investment Management LLP 25
Busey Wealth Management 25
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 25
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 25
AA Financial Advisors, LLC 25
Mraz, Amerine & Associates, Inc. 25
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 25
Cardan Capital Partners, LLC 25
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 25
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 25
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 25
Carolina Wealth Advisors, LLC 25
SignalPoint Asset Management, LLC 25
Wayfinding Financial, LLC 25
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 25
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 25
Level Financial Advisors, Inc. 25
Leo Wealth, LLC 25
Ford Financial Group, LLC 25
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 25
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 25
Royce Micro-cap Trust, Inc /md/ 25
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 25
Pineridge Advisors LLC 25
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 25
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 25
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 25
Monument Capital Management 25
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 25
Abel Hall, LLC 25
Perennial Investment Advisors, LLC 25
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 25
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 25
True Link Financial Advisors, LLC 25
Litman Gregory Asset Management LLC 25
Synergy Investment Management, LLC 25
PRW Wealth Management LLC 25
Princeton Capital Management Llc 25
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 25
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 25
Nuveen S&p 500 Dynamic Overwrite Fund 25
Harbor Advisors LLC 25
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 25
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 25
Pacific Wealth Strategies Group, Inc. 25
Wealthgarden F.s. Llc 25
Fieldview Capital Management, LLC 25
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 25
Point72 Europe (London) LLP 25
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 25
Gill Capital Partners, Llc 25
CenterStar Asset Management, LLC 25
SFE Investment Counsel 25
Pittenger & Anderson Inc 25
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 25
Axiom Investment Management LLC 25
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 25
MXMCX - GREAT-WEST FUNDS INC - Great-West Ariel Mid Cap Value Fund Investor Class 25
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 25
Personal Capital Advisors Corp 25
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 25
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 25
Financial Partners Group, Inc 25
Glenview Trust Co 25
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 25
Scientech Research LLC 25
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 25
Dixon Hughes Goodman Wealth Advisors LLC 25
Alaska Permanent Fund Corp 25
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 25
Maseco Llp 25
Heartwood Wealth Advisors LLC 25
Aviance Capital Management, Llc 25
Polaris Capital Management, LLC 25
Bragg Financial Advisors, Inc 25
Regent Peak Wealth Advisors LLC 25
CRA Financial Services, LLC 25
Niemann Capital Management Inc 24
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 24
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 24
GFS Advisors, LLC 24
Alpha Windward Llc 24
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 24
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 24
Candriam Luxembourg S.C.A. 24
Angel Oak Dynamic Financial Strategies Income Term Trust 24
WealthTrust Fairport, LLC 24
Sepio Capital, LP 24
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 24
Bank of New Hampshire 24
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 24
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 24
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 24
Sax Wealth Advisors, Llc 24
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 24
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 24
Trust Department Mb Financial Bank N A 24
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 24
Kelman-Lazarov, Inc. 24
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 24
Shine Investment Advisory Services Inc 24
Bellwether Advisors, LLC 24
Stonebridge Financial Planning Group, LLC 24
Lodestone Wealth Management LLC 24
Decade Capital Management Llc 24
RMG Wealth Management LLC 24
Wetherby Asset Management Inc 24
Enlightenment Research, LLC 24
Polaris Wealth Advisory Group, LLC 24
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 24
Strive Financial Group ,LLC 24
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 24
Commonwealth Financial Services, LLC 24
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 24
Graves-Light Private Wealth Management, Inc. 24
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 24
Etf Managers Group, Llc 24
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 24
First National Trust Co 24
New Millennium Group LLC 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 24
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 24
Westport Resources Management Inc 24
Cornerstone Financial Management LLC 24
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 24
Key Capital Management, INC 24
SkyView Investment Advisors, LLC 24
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 24
Prosperity Consulting Group, LLC 24
Vermillion & White Wealth Management Group, LLC 24
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 24
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 24
Evolution Wealth Advisors, LLC 24
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 24
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 24
Philadelphia Trust Co 24
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 24
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 24
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 24
PAX Financial Group, LLC 24
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 24
Founders Capital Management 24
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 24
Allred Capital Management, LLC 24
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 24
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 24
Private Capital Management Llc 24
Willingdon Wealth Management 24
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 24
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 24
Claudia M.p. Batlle, Crp (r) Llc 24
Beaumont Financial Advisors, LLC 24
Nilsine Partners, LLC 24
Moore Capital Management, Lp 24
Kelly Financial Services LLC 24
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 24
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 24
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 24
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 24
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 24
NJ State Employees Deferred Compensation Plan 24
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 24
JDM Financial Group LLC 24
First Financial Corp /in/ 24
Glazer Capital, Llc 24
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 24
Red Door Wealth Management, LLC 24
Lake Point Wealth Management 24
Wealth Watch Advisors, INC 24
Caitlin John, LLC 24
Treasurer of the State of North Carolina 24
Lighthouse Investment Partners, LLC 24
Mid Atlantic Financial Management Inc/adv 24
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 24
KWB Wealth 24
Lansing Street Advisors 24
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 24
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 24
Capital Financial Planning, LLC 24
Sapient Capital Llc 23
Roundview Capital LLC 23
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 23
TIMOTHY PLAN - Timothy Strategic Variable 23
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 23
Haverford Trust Co 23
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 23
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 23
Heck Capital Advisors, LLC 23
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 23
Dalton Greiner Hartman Maher & Co 23
Davis R M Inc 23
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 23
Cantab Capital Partners LLP 23
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 23
John Hancock Income Securities Trust 23
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 23
Mascagni Wealth Management, Inc. 23
Cedar Brook Financial Partners, LLC 23
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 23
DGS Capital Management, LLC 23
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 23
Chatham Capital Group, Inc. 23
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 23
Signition Lp 23
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 23
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 23
Peak6 Llc 23
Gateway Advisory, LLC 23
Columbia Partners L L C Investment Management 23
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 23
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 23
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 23
AMG National Trust Bank 23
Thomas White International Ltd 23
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 23
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 23
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 23
Fulton Bank, N.a. 23
Ritter Daniher Financial Advisory LLC / DE 23
Continental Advisors Llc 23
Laird Norton Trust Company, Llc 23
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 23
DT Investment Partners, LLC 23
Milestone Investment Advisors LLC 23
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 23
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 23
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 23
Bell Rock Capital Llc 23
Crescent Capital Consulting, LLC 23
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 23
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 23
PFS Partners, LLC 23
Painted Porch Advisors LLC 23
Perkins Coie Trust Co 23
Wingate Wealth Advisors, Inc. 23
Blackrock Credit Allocation Income Trust 23
John Hancock Preferred Income Fund Iii 23
Pacific Center for Financial Services 23
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 23
XY Planning Network, Inc. 23
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 23
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 23
Index Management Solutions, LLC 23
Diametric Capital, LP 23
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 23
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 23
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 23
Global Assets Advisory, LLC 23
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 23
Ruedi Wealth Management, Inc. 23
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 23
Strategic Value Bank Partners LLC 23
McClarren Financial Advisors, Inc. 23
Whitebox Advisors Llc 23
Sumitomo Mitsui Trust Holdings, Inc. 23
BRASX - Blackrock Allocation Target Shares - Bats Series S 23
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 23
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 23
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 23
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 23
Pekin Hardy Strauss, Inc. 23
Comprehensive Financial Consultants Institutional, Inc. 23
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 23
Latitude Advisors, LLC 23
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 23
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 23
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 23
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 23
John Hancock Preferred Income Fund Ii 23
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 23
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 23
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 23
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 23
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 23
My Personal CFO, LLC 23
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 23
Patton Albertson Miller Group, Llc 23
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 23
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 23
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 23
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 23
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 23
United Community Bank 23
Per Stirling Capital Management, LLC. 23
West Paces Advisors Inc. 23
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 23
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 23
Principia Wealth Advisory, LLC 23
Mark Sheptoff Financial Planning, Llc 23
SNS Financial Group, LLC 23
WMS Partners, LLC 23
John Hancock Preferred Income Fund 23
Wetzel Investment Advisors, Inc. 23
Pacifica Partners Inc. 23
Bruderman Asset Management, LLC 23
Sterling Financial Group, Inc. 23
MARSHALL WACE ASIA Ltd 23
Syverson Strege & Co 23
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 23
Minerva Advisors LLC 23
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 23
WealthCollab, LLC 23
BKM Wealth Management, LLC 23
Leonteq Securities AG 23
Integrity Alliance, Llc. 23
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 23
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 23
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 23
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 23
Stewardship Advisors, LLC 23
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 23
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 23
Frontier Wealth Management LLC 23
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 23
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 22
Keeley Asset Management Corp 22
Running Point Capital Advisors, LLC 22
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 22
Hilltop National Bank 22
Baker Tilly Financial, Llc 22
Semmax Financial Advisors Inc. 22
Shinko Asset Management Co., Ltd. 22
Cooper Financial Group 22
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 22
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 22
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 22
Arlington Capital Management, Inc. 22
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 22
Lion Street Advisors, LLC 22
SpiderRock Advisors, LLC 22
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 22
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 22
Werba Rubin Papier Wealth Management 22
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 22
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 22
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 22
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 22
Capital International Investors 22
Cary Street Partners Asset Management Llc 22
Berkley W R Corp 22
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 22
Reuter James Wealth Management, Llc 22
Intrust Bank Na 22
Qci Asset Management Inc/ny 22
Vestpro Financial Partners, Inc. Dba Cpf Texas 22
Reby Advisors, LLC 22
Halbert Hargrove Global Advisors, Llc 22
StrategIQ Financial Group, LLC 22
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 22
Align Financial, LLC 22
Kapitalo Investimentos Ltda 22
Cramer Rosenthal Mcglynn Llc 22
Fma Advisory Inc 22
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 22
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 22
1492 Capital Management LLC 22
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 22
Argent Capital Management Llc 22
SPC Financial, Inc. 22
Allen Capital Group, LLC 22
Connable Office Inc 22
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 22
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 22
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 22
Moody Aldrich Partners Llc 22
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 22
Marino, Stram & Associates Llc 22
Geneva Advisors, LLC 22
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 22
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 22
PFG Private Wealth Management, LLC 22
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 22
Channing Capital Management, LLC 22
Cozad Asset Management Inc 22
S.E.E.D. Planning Group LLC 22
Ranger Investment Management, L.P. 22
Drive Wealth Management, Llc 22
Steel Peak Wealth Management LLC 22
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 22
Horizon Investment Services, LLC 22
Cerebellum GP, LLC 22
Tcw Group Inc 22
Aspiriant, Llc 22
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 22
Hartford Series Fund Inc 22
Parsons Capital Management Inc/ri 22
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 22
Brand Asset Management Group, Inc. 22
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 22
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 22
Eaton Vance Ltd Duration Income Fund 22
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 22
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 22
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 22
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 22
Owl Creek Wealth Partners LLC 22
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 22
Foster & Motley Inc 22
L & S Advisors Inc 22
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 22
Northwestern Mutual Investment Services Llc 22
Global Wealth Strategies & Associates 22
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 22
Centerpoint Advisors, LLC 22
Columbus Macro, LLC 22
Wellington Shields Capital Management, LLC 22
Dfpg Investments, Llc 22
Aj Wealth Strategies, Llc 22
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 22
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 22
Rothschild Investment Corp /il 22
American Institute for Advanced Investment Management, LLP 22
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 22
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 22
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 22
4Thought Financial Group Inc. 22
Weaver C. Barksdale & Associates, Inc. 22
Arrow Financial Corp 22
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 22
Joel Isaacson & Co., LLC 22
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 22
Sagespring Wealth Partners, Llc 22
Hc Financial Advisors Inc 22
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 22
First Bank & Trust 22
Ariadne Wealth Management, LP 22
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 22
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 22
West Branch Capital LLC 22
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 22
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 22
Palouse Capital Management, Inc. 22
Vanguard Explorer Fund 22
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 22
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 22
Cornerstone Advisory, LLC 22
Sagefield Capital LP 22
SOL Capital Management CO 22
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 22
Telemus Capital, Llc 22
First PREMIER Bank 22
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 22
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 22
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 22
Retirement Wealth Solutions LLC 22
Seawolf Capital, LLC 22
Barrett & Company, Inc. 22
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 22
Foresters Investment Management Company, Inc. 22
POM Investment Strategies, LLC 22
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 22
Binnacle Investments Inc 22
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 21
Wellington Shields & Co., LLC 21
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 21
Monticello Wealth Management, Llc 21
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 21
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 21
JTHIX - James Alpha Funds Trust - James Alpha Total Hedge Portfolio Class I 21
O'Dell Group, LLC 21
McGlone Suttner Wealth Management, Inc. 21
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 21
SG3 Management, LLC 21
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 21
Logan Capital Management Inc 21
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 21
Strategic Investment Solutions, Inc. /IL 21
Prevail Innovative Wealth Advisors, Llc 21
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 21
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 21
Econ Financial Services Corp 21
Gw Henssler & Associates Ltd 21
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 21
Pimco Corporate & Income Opportunity Fund 21
Summit Wealth Group Llc / Co 21
Midwest Trust Co 21
Buckhead Capital Management Llc 21
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 21
Ballast Advisors Llc 21
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 21
Sarver Vrooman Wealth Advisors 21
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 21
NorthAvenue LLC 21
Wbh Advisory Inc 21
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 21
Morton Brown Family Wealth, LLC 21
DC Investments Management, LLC 21
FSA Wealth Management LLC 21
YANKCOM Partnership 21
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 21
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 21
Raffles Associates Lp 21
Munder Series Trust 21
Leicht Financial Planning & Wealth Management, Inc. 21
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 21
Burk Holdings LLC 21
Fenimore Asset Management Inc 21
Provenance Wealth Advisors, LLC 21
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 21
Fcg Advisors, Llc 21
Balboa Wealth Partners 21
Nicolet Bankshares Inc 21
Unique Wealth Strategies, LLC 21
Greenline Partners, LLC 21
Banco Santander, S.A. 21
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 21
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 21
SBFAX - Trust for Advised Portfolios - 1919 Financial Services Fund Class A 21
Truewealth Llc 21
Onyx Bridge Wealth Group LLC 21
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 21
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 21
Hanlon Investment Management, Inc. 21
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 21
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 21
True North Advisors, LLC 21
Concorde Asset Management, LLC 21
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 21
Janus Capital Management Llc 21
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 21
Motley Fool Wealth Management, LLC 21
IWB - iSHARES TRUST - iShares Russell 1000 ETF 21
Capital Advisory Group Advisory Services, LLC 21
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 21
Bradley Foster & Sargent Inc/ct 21
Hunter Perkins Capital Management, LLC 21
Personal Cfo Solutions, Llc 21
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 21
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 21
Bill Few Associates, Inc. 21
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 21
Schneider Capital Management Corp 21
Icon Wealth Partners, LLC 21
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 21
Texas Yale Capital Corp. 21
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 21
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 21
Pendal Group Ltd 21
Systelligence, LLC 21
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 21
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 21
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 21
ORG Wealth Partners, LLC 21
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 21
Bayview Asset Management, Llc 21
B&D White Capital Company, LLC 21
Soltis Investment Advisors LLC 21
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 21
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 21
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 21
Abound Financial, Llc 21
First Community Trust Na 21
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 21
IFC Holdings Incorporated/FL 21
Advyzon Investment Management, LLC 21
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 21
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 21
Pinz Capital Management, LP 21
Manulife Financial Corp 21
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 21
Sierra Ocean, Llc 21
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 21
Gideon Capital Advisors, Inc. 21
S.A. Mason LLC 21
MBOVX - M FUND INC - M Large Cap Value Fund 21
Capital Advisors Inc/ok 21
Decker Retirement Planning Inc. 21
AllSquare Wealth Management LLC 21
Human Investing LLC 21
Live Your Vision, LLC 21
Cypress Capital Management LLC (WY) 21
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 21
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 21
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 21
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 21
Straight Path Wealth Management 21
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 21
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 21
Ogorek Anthony Joseph /ny/ /adv 21
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 21
Westfuller Advisors, LLC 21
Armis Advisers, LLC 21
Private Capital Management, LLC 21
Lehman & Derafelo Financial Resources LLC 21
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 21
Watershed Asset Management, L.L.C. 21
Strategic Asset Management, LLC 21
Western Financial Corp/CA 21
Consolidated Portfolio Review Corp 21
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 21
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 21
Folger Hill Asset Management LP 21
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 21
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 21
Sun Life Financial Inc 21
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 21
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 21
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 21
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 21
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 21
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 21
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 21
Hgk Asset Management Inc 21
Novare Capital Management Llc 21
Arden Investment Series Trust 21
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 21
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 21
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 21
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 21
DLD Asset Management, LP 21
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 21
Ethos Financial Group, LLC 21
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 20
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 20
Blackrock Core Bond Trust 20
M&g Investment Management Ltd 20
First Eagle Investment Management, LLC 20
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 20
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 20
Reston Wealth Management Llc 20
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 20
Aurora Private Wealth, Inc. 20
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 20
Cfm Wealth Partners Llc 20
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 20
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 20
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 20
Condor Capital Management 20
MTM Investment Management, LLC 20
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 20
Eaton Vance Tax Advantaged Global Dividend Income Fund 20
Westover Capital Advisors, LLC 20
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 20
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 20
Kassirer Asset Management Corp 20
Missouri Trust & Investment Co 20
ArrowMark Colorado Holdings LLC 20
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 20
Highland Capital Management, Llc 20
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 20
Garton & Associates Financial Advisors LLC 20
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 20
Prosperity Planning, Inc. 20
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 20
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 20
Cantor Fitzgerald, L. P. 20
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 20
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 20
Telemetry Investments, L.L.C. 20
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 20
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 20
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 20
Pathway Financial Advisers, LLC 20
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 20
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 20
Endeavor Private Wealth, Inc. 20
BlackRock Capital Allocation Trust 20
Brighthouse Funds Trust II - BlackRock Ultra-Short Term Bond Portfolio Class A 20
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 20
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 20
Orrstown Financial Services Inc 20
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 20
Legacy CG, LLC 20
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 20
Bray Capital Advisors 20
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 20
Mesirow Institutional Investment Management, Inc. 20
Rockefeller Financial Services Inc 20
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 20
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 20
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 20
Waldron Private Wealth LLC 20
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 20
Cim Investment Mangement Inc 20
Kaizen Advisory, Llc 20
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 20
Sentinus, LLC 20
Vima Llc 20
Avalon Advisors, Llc 20
DV Trading LLC 20
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 20
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 20
OpenArc Corporate Advisory, LLC 20
WealthTrust-Arizona, LLC 20
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 20
Trademark Financial Management, LLC 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 20
Tredje AP-fonden 20
Price Capital Management, Inc. 20
Cabana Llc 20
B. Metzler seel. Sohn & Co. Holding AG 20
Dividend Asset Capital, Llc 20
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 20
NatWest Group plc 20
Klingman & Associates, LLC 20
Curian Capital Llc 20
Fort Point Capital Partners LLC 20
NOFIX - Northern Funds - Northern Fixed Income Fund 20
Evolve Private Wealth, Llc 20
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 20
Canvas Wealth Advisors, LLC 20
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 20
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 20
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 20
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 20
SFG Wealth Management, LLC. 20
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 20
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 20
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 20
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 20
CenterBook Partners LP 20
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 20
Fwl Investment Management, Llc 20
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 20
Austin Wealth Management, LLC 20
B. Metzler seel. Sohn & Co. AG 20
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 20
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 20
Transform Wealth, LLC 20
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 20
Magnolia Capital Advisors Llc 20
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 20
Syon Capital Llc 20
Engrave Wealth Partners LLC 20
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 20
Delos Wealth Advisors, LLC 20
Ambassador Advisors, LLC 20
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 20
Headinvest, Llc 20
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 20
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 20
Cabot Wealth Management Inc 20
Welch & Forbes Llc 20
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 20
GenTrust, LLC 20
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 20
111 Capital 20
SYSTM Wealth Solutions LLC 20
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 20
Hohimer Wealth Management, Llc 20
Higgins & Schmidt Wealth Strategies LLC 20
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 20
Pacific Capital Wealth Advisors, Inc 20
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 20
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 20
Genesis Wealth Advisors, LLC 20
Clark Asset Management, LLC 20
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 20
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 20
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 20
Brookwood Investment Group LLC 20
Machina Capital S.a.s. 20
BCJ Capital Management, LLC 20
National Wealth Management Group, LLC 20
ERn Financial, LLC 20
PenderFund Capital Management Ltd. 20
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 20
Formidable Asset Management, LLC 20
TIAA Wealth Investment Management LLC 20
Centennial Wealth Advisory LLC 20
Intercontinental Wealth Advisors, LLC 20
Meridian Wealth Advisors, LLC 20
Tdam Usa Inc. 20
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 20
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 20
Register Financial Advisors LLC 20
AMJ Financial Wealth Management 20
Camden Capital, LLC 20
Abc Arbitrage Sa 19
Sunrise Financial Services, LLC 19
SpiderRock Trading LLC 19
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 19
TFB Advisors LLC 19
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 19
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 19
AlTi Global, Inc. 19
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 19
Insight Advisors, LLC/ PA 19
Raab & Moskowitz Asset Management LLC 19
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 19
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 19
Aspire Wealth Management Corp 19
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 19
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 19
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 19
Comprehensive Financial Planning, Inc./PA 19
Index Fund Advisors, Inc. 19
VCGAX - VALIC Co I - Growth & Income Fund 19
Central Bank & Trust Co 19
TrinityPoint Wealth, LLC 19
FHMIX - Federated Hermes Adviser Series - Federated Hermes Conservative Municipal Microshort Fund Institutional Shares 19
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 19
Hexavest Inc. 19
GLG Partners LP 19
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 19
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 19
Diversified Portfolios, Inc. 19
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 19
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 19
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 19
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 19
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF 19
Cromwell Holdings LLC 19
Blackrock Multi-sector Income Trust 19
Zhang Financial LLC 19
Kwmg, Llc 19
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 19
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 19
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 19
Holloway Wealth Management, LLC 19
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 19
Coston, McIsaac & Partners 19
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 19
Studio Investment Management Llc 19
Main Street Financial Solutions, LLC 19
Community Financial Services Group, LLC 19
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 19
Edge Capital Group, LLC 19
David R. Rahn & Associates Inc. 19
Cowen Group, Inc. 19
Pinnacle Wealth Management Advisory Group, LLC 19
Coastline Trust Co 19
Delta Investment Management, LLC 19
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 19
Roble, Belko & Company, Inc 19
Clear Point Advisors Inc. 19
Gratus Capital LLC 19
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 19
Avalon Trust Co 19
Mayflower Financial Advisors, LLC 19
Nicolet Advisory Services, Llc 19
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 19
Redwood Financial Network Corp 19
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 19
Choate Investment Advisors 19
Teachers Insurance & Annuity Association Of America 19
STXV - EA Series Trust - Strive 1000 Value ETF 19
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 19
Arq Wealth Advisors, Llc 19
Breakwater Investment Management 19
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 19
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 19
Cm Wealth Advisors Llc 19
Cornerstone Wealth Group, LLC 19
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 19
Corbenic Partners LLC 19
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 19
Aries Wealth Management 19
R&F Capital Advisors LP 19
Safeguard Financial, LLC 19
Indiana Trust & Investment Management CO 19
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 19
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 19
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 19
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 19
Manning & Napier Advisors Llc 19
Everhart Financial Group, Inc. 19
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 19
Parisi Gray Wealth Management 19
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 19
GM Advisory Group, Inc. 19
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 19
Field & Main Bank 19
Byrne Asset Management LLC 19
BlueCrest Capital Management LLP 19
Invenomic Capital Management LP 19
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 19
LVW Advisors, LLC 19
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 19
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 19
Mcdonald Partners Llc 19
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 19
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio I 19
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 19
JNL SERIES TRUST - JNL Bond Index Fund (I) 19
Mosaic Family Wealth Partners, Llc 19
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 19
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 19
Leisure Capital Management 19
Eaton Vance Tax Advantaged Dividend Income Fund 19
LBA Wealth Management, LLC 19
Essex Savings Bank 19
VMIDX - VALIC Co I - Mid Cap Index Fund 19
Victory Financial Group, Llc 19
Caas Capital Management Lp 19
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 19
Perritt Capital Management Inc 19
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 19
Lenox Wealth Management, Inc. 19
Strategic Family Wealth Counselors, L.L.C. 19
Farmers National Bank 19
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 19
Mountain Capital Investment Advisors, Inc 19
Biltmore Family Office, LLC 19
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 19
Silicon Valley Capital Partners 19
Arbiter Partners Capital Management LLC 19
Bangor Savings Bank 19
Elite Wealth Management, Inc. 19
Fragasso Group Inc. 19
Costello Asset Management, INC 19
Atlantic Edge Private Wealth Management, LLC 19
Palisade Capital Management Llc/nj 19
Provident Wealth Management, LLC 19
Ceredex Value Advisors LLC 19
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 19
Empower Advisory Group, LLC 19
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 19
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 19
MML Series Investment Fund II - MML Equity Rotation Fund Class II 19
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 19
Bridgewater Advisors Inc. 19
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 19
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 19
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 19
Davis Capital Partners, Llc 19
Milestone Asset Management, Llc 19
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 19
IBM Retirement Fund 19
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 19
First City Capital Management, Inc. 19
Sound Stewardship, LLC 19
Ithan Creek Master Investors (Cayman), L.P. 19
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 19
Jacobus Wealth Management, Inc. 19
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 19
Alerus Financial Na 19
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 19
Man Investments Ltd 19
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 19
Pinnacle Advisory Group, Inc. 19
Zwj Investment Counsel Inc 19
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 19
Oak Thistle LLC 19
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 19
Titleist Asset Management, Llc 19
Ramiah Investment Group 19
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 19
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 19
Basepoint Wealth LLC 18
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 18
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 18
Affinity Wealth Management Llc 18
PQDI - Principal Exchange-Traded Funds - Principal Spectrum Tax-Advantaged Dividend Active ETF 18
Wade G W & Inc 18
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 18
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 18
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 18
Banco Bilbao Vizcaya Argentaria, S.a. 18
Spot Trading L.l.c. 18
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 18
Fortress Wealth Management, Inc. 18
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 18
Hnp Capital Llc 18
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 18
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 18
Innovative Asset Advisors Group, LLC 18
Meeder Advisory Services, Inc. 18
Pentwater Capital Management LP 18
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 18
S&t Bank/pa 18
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 18
MBM Wealth Consultants, LLC 18
Brandes Investment Partners, Lp 18
Summit X, LLC 18
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 18
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 18
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 18
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 18
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 18
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 18
Cobblestone Capital Advisors Llc /ny/ 18
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 18
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 18
Vista Investment Management 18
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 18
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 18
Main Management LLC 18
American Financial Group Inc 18
FourThought Financial Partners, LLC 18
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 18
Natural Investments, Llc 18
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 18
Southside Capital, Llc 18
Henrickson Nauta Wealth Advisors, Inc. 18
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 18
Ashfield Capital Partners, LLC 18
Hodges Capital Management Inc. 18
Meramec Financial Planners, LLC 18
Ironsides Asset Advisors, LLC 18
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 18
Islay Capital Management, Llc 18
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 18
Aviance Capital Partners, LLC 18
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 18
UMPIX - Profunds - Ultramid-cap Profund Investor Class 18
Antonetti Capital Management LLC 18
MLPIX - Profunds - Mid-cap Value Profund Investor Class 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 18
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 18
Tributary Capital Management, LLC 18
Gdl Fund 18
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 18
MDPIX - Profunds - Mid-cap Profund Investor Class 18
1st Source Bank 18
Consolidated Planning Corp 18
AXS Investments LLC 18
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 18
Financial Connections Group, Inc. 18
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 18
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 18
First United Bank Trust/ 18
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 18
Old North State Trust, LLC 18
Halpern Financial, Inc. 18
Punch & Associates Investment Management, Inc. 18
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 18
Bank Julius Baer & Co. Ltd, Zurich 18
Staley Capital Advisers Inc 18
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 18
American Financial Network Advisory Services Llc 18
DAACX - Adviser Managed Trust - Diversified Equity Fund 18
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 18
Pimco Strategic Income Fund, Inc 18
Trust Co Of Toledo Na /oh/ 18
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 18
E. Ohman J:or Asset Management AB 18
Leelyn Smith, LLC 18
Wood Tarver Financial Group, LLC 18
Perpetual Ltd 18
NOMIX - Northern Funds - Northern Mid Cap Index Fund 18
NOCBX - Northern Funds - Northern Core Bond Fund 18
Northeast Financial Consultants Inc 18
Principle Wealth Partners Llc 18
Copia Wealth Management 18
Palladium Partners Llc 18
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 18
Icon Wealth Advisors, LLC 18
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 18
Santa Fe Partners LLC 18
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 18
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 18
Agf Management Ltd 18
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 18
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 18
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 18
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 18
Woodley Farra Manion Portfolio Management Inc 18
CETF - DriveWealth ETF Trust - DriveWealth ICE 100 Index ETF 18
Brant Point Investment Management Llc 18
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 18
Dowling & Yahnke Llc 18
Empirical Finance, LLC 18
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 18
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 18
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 18
Pimco Dynamic Income Fund 18
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 18
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 18
AIEQ - ETF Managers Trust - AI Powered Equity ETF 18
Relative Value Partners Group, LLC 18
Nuveen Variable Rate Preferred & Income Fund 18
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 18
Aristotle Capital Boston, LLC 18
MidWestOne Financial Group, Inc. 18
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 18
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 18
Sit Investment Associates Inc 18
River & Mercantile Asset Management Llp 18
Paradigm Financial Partners, Llc 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 18
Truadvice, LLC 18
Capitolis Liquid Global Markets LLC 18
G&S Capital LLC 18
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 18
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 18
Nicholas Investment Partners, LP 18
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 18
Endicott Management Co 18
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 18
Wealth Advisory Solutions, LLC 18
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 18
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 18
KCS Wealth Advisory 18
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 18
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 18
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 18
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 18
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 18
Frontier Investment Mgmt Co 18
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 18
S. Muoio & Co. Llc 18
Insigneo Advisory Services, Llc 18
Security National Bank 18
Vaughan David Investments Inc/il 18
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 18
Opulen Financial Group LLC 18
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 18
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 18
Stadion Money Management, LLC 18
Wilkerson Advisory Group LLC 18
Indivisible Partners 18
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 18
Patriot Investment Management Inc. 18
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 18
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 18
Integre Asset Management, LLC 18
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 18
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 18
Next Capital Management LLC 18
OTA Financial Group L.P. 18
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 18
Crawford Investment Counsel Inc 18
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 18
Investment Research & Advisory Group, Inc. 18
BankPlus Trust Department 18
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 18
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 18
Lowe Wealth Advisors, LLC 18
Profunds - Profund Vp Mid-cap Value 18
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 18
Cavalier Investments, LLC 18
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 18
Ballast, Inc. 18
Ronald Blue & Co Llc 18
Red Spruce Capital, LLC 18
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 18
Spring Creek Capital Llc 18
Peoples Financial Services Corp. 18
FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 18
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 18
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 18
Morgan Dempsey Capital Management Llc 18
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 18
J.Safra Asset Management Corp 18
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 18
Baltimore-Washington Financial Advisors, Inc. 18
Mcguire Capital Advisors Inc 18
Profunds - Profund Vp Ultramid-cap 18
Taylor, Cottrill, Erickson & Associates, Inc. 18
Tokio Marine Asset Management Co Ltd 18
Laurel Wealth Planning LLC 18
Armbruster Capital Management, Inc. 18
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 18
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 18
CCMG - EA Series Trust - CCM Global Equity ETF 18
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 18
Empirical Asset Management, LLC 18
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 18
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 18
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 18
Zullo Investment Group, Inc. 18
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 18
Seeds Investor Llc 18
Clear Perspective Advisors, LLC 18
Wealthstreet Investment Advisors, LLC 18
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 18
High Net Worth Advisory Group LLC 18
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 18
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 18
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 18
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 18
Retirement Income Solutions, Inc 18
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 18
Spdr S&p Midcap 400 Etf Trust 18
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 18
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 18
PIMCO FUNDS - PIMCO Sector Fund Series - I 18
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 18
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 18
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 17
Ckw Financial Group 17
John G Ullman & Associates Inc 17
Mid Continent Capital Llc/il 17
Willow Creek Wealth Management Inc. 17
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 17
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 17
Pennsylvania Trust Co 17
Lehman Financial Resources, Inc. 17
Argent Financial Group, Inc. 17
Callan Capital, LLC 17
Diversified Enterprises, LLC 17
Legacy Investment Solutions, LLC 17
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 17
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 17
Meiji Yasuda Asset Management Co Ltd. 17
Wall Street Financial Group, Inc. 17
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 17
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 17
J. Safra Sarasin Holding AG 17
Legacy Wealth Management, LLC / MS 17
West Oak Capital, LLC 17
Falcon Wealth Planning 17
Flagship Private Wealth, LLC 17
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 17
Bright Futures Wealth Management, LLC. 17
Iowa State Bank 17
Motiv8 Investments LLC 17
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 17
BLB&B Advisors, LLC 17
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 17
Acropolis Investment Management, LLC 17
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 17
WESPAC Advisors SoCal, LLC 17
Ellsworth Advisors, LLC 17
Oakbrook Investments Llc 17
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 17
Integral Derivatives, LLC 17
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 17
Cypress Point Wealth Management, LLC 17
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 17
Lumature Wealth Partners, LLC 17
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 17
Bristlecone Advisors, LLC 17
Intersect Capital LLC 17
North Dakota State Investment Board 17
Annex Advisory Services, LLC 17
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 17
Strid Group, LLC 17
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 17
Financial Network Wealth Management LLC 17
Alpha Paradigm Partners, LLC 17
Anchor Capital Advisors Llc 17
Bank Of Hawaii 17
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 17
Bahl & Gaynor Inc 17
Solaris Asset Management Llc 17
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 17
Noble Wealth Management PBC 17
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 17
CoreFirst Bank & Trust 17
Haven Private, LLC 17
Alesco Advisors Llc 17
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 17
QCM Cayman, Ltd. 17
Financial Plan, Inc. 17
Mizuho Securities Usa Llc 17
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F 17
Urban Wealth Management, LLC 17
Kiker Wealth Management, LLC 17
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 17
Palladiem, Llc 17
Tlp Group Llc 17
Redmond Asset Management, LLC 17
Kozak & Associates, Inc. 17
OP Asset Management Ltd 17
Financial Strategy Network, LLC 17
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 17
Butensky & Cohen Financial Security, Inc 17
Westchester Capital Management, LLC 17
Apollon Financial, LLC 17
Catalytic Wealth RIA, LLC 17
Gateway Investment Advisers Llc 17
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 17
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 17
Maple Securities Usa Inc 17
Tru Independence Asset Management 2, Llc 17
FundVantage Trust - Verplanck Balanced Fund 17
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 17
Athena Capital Advisors Llc 17
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 17
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class 17
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class 17
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 17
Rhl Group, Llc 17
Financial Advisory Group 17
Topsail Wealth Management, LLC 17
Turtle Creek Wealth Advisors, LLC 17
Garde Capital, Inc. 17
Bradley & Co. Private Wealth Management, LLC 17
Banque Transatlantique SA 17
Fermata Advisors, LLC 17
Lee Danner & Bass Inc 17
Financial Perspectives, Inc 17
Burns Matteson Capital Management, LLC 17
Sullivan, Bruyette, Speros & Blaney, LLC 17
Cranbrook Wealth Management, LLC 17
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 17
Sage Advisory Services, Ltd.Co. 17
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 17
CFICX - CALVERT FUND - Calvert Income Fund Class A 17
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 17
Truepoint, Inc. 17
TFG Advisers LLC 17
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 17
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 17
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 17
Blue Barn Wealth, LLC 17
WT Wealth Management 17
Geduld E E 17
Barber Financial Group, Inc. 17
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 17
Signature Securities Group Corporation 17
Argent Advisors, Inc. 17
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 17
Schafer Cullen Capital Management Inc 17
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 17
Achievement Holdings L.P. 17
SigFig Wealth Management, LLC 17
Core Wealth Advisors, Inc. 17
RDA Financial Network 17
North Capital, Inc. 17
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 17
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 17
Occidental Asset Management, LLC 17
Private Management Group Inc 17
Matthew Goff Investment Advisor, LLC 17
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 17
Reinhart Partners, Inc. 17
Legacy Capital Group California, Inc. 17
BIP Wealth, LLC 17
Amplius Wealth Advisors, LLC 17
Bay Pond Partners, L.P. 17
Wealth Alliance 17
V-Square Quantitative Management LLC 17
Harvest Investment Services, LLC 17
Hoover Financial Advisors, Inc. 17
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 17
Ferris Capital, Llc 17
Riverwater Partners LLC 17
Northwest Bancshares, Inc. 17
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 17
Stokes Family Office, LLC 17
Amica Mutual Insurance Co 17
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 17
Pasadena Private Wealth, LLC 17
Prostatis Group LLC 17
Advisory Resource Group 17
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 17
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 17
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 17
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 17
XML Financial, LLC 17
Westfield Capital Management Co Lp 17
Balasa Dinverno & Foltz Llc 17
Discovery Capital Management, Llc / Ct 17
Linden Thomas Advisory Services, LLC 17
Roman Butler Fullerton & Co 17
Brio Consultants, LLC 17
Jag Capital Management, Llc 17
Pimco Corporate & Income Strategy Fund 17
Pimco Income Strategy Fund Ii 17
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 17
Cambridge Financial Group, LLC 17
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 17
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 17
Canton Hathaway, LLC 17
Silicon Hills Wealth Management, LLC 17
Pflug Koory, LLC 17
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 17
Delaware Vip Trust - Delaware Vip Value Series Standard Class 17
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 17
Red Lighthouse Investment Management, Llc 17
Joseph Group Capital Management 17
River Street Advisors LLC 17
Braun-Bostich & Associates Inc. 17
Altshuler Shaham Ltd 17
B.O.S.S. Retirement Advisors, LLC 17
Pathway Financial Advisors LLC 17
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 17
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 17
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 17
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 17
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 17
E Six Thirteen, Llc 17
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 17
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 17
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 17
Banco de Sabadell, S.A 17
Lam Group, Inc. 17
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 17
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 17
Crabel Capital Management, LLC 17
6 Meridian 17
Harborview Advisors, LLC 17
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 17
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 17
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 17
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 17
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 17
Ironwood Wealth Management, LLC. 17
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 17
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 17
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 17
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 17
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 17
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 17
Castle Wealth Management Llc 17
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 17
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 17
Horan Capital Advisors, LLC. 17
Sunpointe, LLC 16
Greenup Street Wealth Management Llc 16
Sivia Capital Partners, LLC 16
Oppenheimer & Close, LLC 16
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 16
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 16
Jackson, Grant Investment Advisers, Inc. 16
InterOcean Capital Group, LLC 16
Resurgent Financial Advisors LLC 16
WorthPointe, LLC 16
Unison Advisors LLC 16
Phoenix Holdings Ltd. 16
Sierra Capital LLC 16
Standard Family Office LLC 16
Manager Directed Portfolios - Pemberwick Fund Shares 16
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 16
Sphinx Trading, Lp 16
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 16
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 16
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 16
Summit Investment Advisory Services, LLC 16
Ti-trust, Inc 16
Accredited Wealth Management, LLC 16
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 16
Marshall & Sterling Wealth Advisors Inc. 16
Greenspring Advisors, LLC 16
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 16
Blueline Advisors Llc 16
Palisade Asset Management, LLC 16
Crescent Grove Advisors, LLC 16
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 16
Iat Reinsurance Co Ltd. 16
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 16
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 16
Portfolio Strategies, Inc. 16
Fernwood Investment Management, LLC 16
Goelzer Investment Management, Inc. 16
Mbb Public Markets I Llc 16
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 16
HWG Holdings LP 16
BTC Capital Management, Inc. 16
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 16
SMI Advisory Services, LLC 16
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 16
Loeb Offshore Management LP 16
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 16
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 16
Scoria Capital Partners LP 16
Madison Investment Holdings Inc 16
Rebalance, Llc 16
Natixis Investment Managers International 16
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 16
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 16
Blue Arrow Capital Management Llc 16
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 16
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 16
Planning Capital Management Corp 16
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 16
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 16
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 16
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 16
TAP Consulting, LLC 16
Premia Global Advisors, Llc 16
Samlyn Capital, Llc 16
3D/L Capital Management, LLC 16
Quantessence Capital LLC 16
Beacon Financial Advisory LLC 16
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 16
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 16
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 16
Colonial River Wealth Management, LLC 16
Lebenthal Asset Management, LLC 16
Country Club Trust Company, n.a. 16
Pin Oak Investment Advisors Inc 16
Diamond Hill Capital Management Inc 16
Maia Wealth LLC 16
Cyndeo Wealth Partners, LLC 16
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 16
Fundamentun, Llc 16
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 16
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 16
Thomasville National Bank 16
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 16
Bridge Advisory, LLC 16
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 16
Legacy Wealth Asset Management, LLC 16
Jackson Square Capital, Llc 16
Future Financial Wealth Managment LLC 16
Sumitomo Mitsui DS Asset Management Company, Ltd 16
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 16
Wealthstar Advisors, Llc 16
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 16
Valicenti Advisory Services Inc 16
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 16
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 16
Algebris Investments (UK) LLP 16
Cowen And Company, Llc 16
Rocky Mountain Advisers, Llc 16
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 16
Encompass Wealth Advisors, Llc 16
Ossiam 16
ID Management A/S 16
Redwood Park Advisors LLC 16
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 16
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 16
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 16
Goodman Financial Corp 16
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 16
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 16
Element Wealth, LLC 16
Shakespeare Wealth Management, Inc. 16
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 16
Clarus Wealth Advisors 16
Sensible Money, LLC 16
North Ridge Wealth Advisors, Inc. 16
Blackrock Ltd Duration Income Trust 16
Cvfg Llc 16
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 16
Boenning & Scattergood, Inc. 16
Paladin Advisory Group, LLC 16
New Wave Wealth Advisors Llc 16
WealthStone, Inc. 16
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 16
John Hancock Premium Dividend Fund 16
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 16
Country Club Bank /gfn 16
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 16
Hillcrest Asset Management LLC 16
Kula Investments, LLC 16
Eagle Boston Investment Management Inc 16
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 16
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 16
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 16
Calamos Wealth Management LLC 16
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 16
MPS Loria Financial Planners, LLC 16
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 16
Sankala Group LLC 16
Greenwich Wealth Management LLC 16
Swedbank AB 16
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 16
Amica Retiree Medical Trust 16
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 16
Stilwell Joseph 16
AXA Investment Managers S.A. 16
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 16
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 16
SC&H Financial Advisors, Inc. 16
Hurley Capital, LLC 16
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 16
USVT - Ultimus Managers Trust - US VALUE ETF 16
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 16
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 16
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 16
Nwq Investment Management Company, Llc 16
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 16
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 16
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 16
Eq Wealth Advisors, Llc 16
Kavar Capital Partners Group, Llc 16
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 16
Handelsinvest Investeringsforvaltning 16
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 16
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 16
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 16
Advisors Management Group Inc /adv 16
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 16
Proffitt & Goodson Inc 16
Wexford Capital Lp 16
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 16
Retireful, LLC 16
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 16
Canandaigua National Bank & Trust Co 16
Wcm Investment Management, Llc 16
MML Series Investment Fund II - MML Blend Fund Initial Class 16
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 16
Accuvest Global Advisors 16
Goepper Burkhardt LLC 16
Paragon Wealth Strategies, LLC 16
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 16
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 16
Mizuho Trust & Banking Co., Ltd. 16
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 16
Royal London Asset Management Ltd 16
Delphi Management Inc /ma/ 16
Bayban 16
Financiere des Professionnels - Fonds d,investissement inc. 16
Fairfield, Bush & Co. 16
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 16
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 16
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 16
Korea Investment CORP 16
Duncan Williams Asset Management, LLC 16
Acrisure Capital Management, LLC 16
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 16
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 16
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 16
BlackRock Credit Strategies Fund 16
FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund 16
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 16
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 16
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 16
Conning Inc. 16
HighMark Wealth Management LLC 16
Lombard Odier Asset Management (USA) Corp 16
U S Global Investors Inc 16
John Hancock Tax-advantaged Dividend Income Fund 16
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 16
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 16
Frec Markets, Inc. 16
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 16
Greenwich Investment Management, Inc. 16
IFC & Insurance Marketing, Inc. 16
New England Asset Management Inc 16
Team Financial Group, LLC 16
AVVYX - AMERICAN CENTURY VARIABLE PORTFOLIOS INC - VP Avantis Global Equity Allocation Fund Y Class 16
Capital Wealth Alliance, LLC 16
Biltmore Capital Advisors LLC 16
Citizens & Northern Corp 16
Sentinel Trust Co Lba 16
Oxler Private Wealth LLC 16
TopTier Wealth Management, LLC 16
Vertex Planning Partners, LLC 16
Surevest, LLC 16
Morris Financial Concepts, Inc. 16
Stoneridge Investment Partners Llc 16
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 16
HighVista Strategies LLC 16
Evolution Advisers, Inc. 16
F3Logic, LLC 16
Diversified, LLC 16
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 16
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 15
Abundance Wealth Counselors 15
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 15
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 15
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 15
TRANSAMERICA FUNDS - Transamerica Core Bond I2 15
Piershale Financial Group, Inc. 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 15
Icon Advisers Inc/co 15
Mattern Wealth Management LLC 15
Bollard Group LLC 15
Integrity Financial Corp /WA 15
Aventura Private Wealth, LLC 15
Qtron Investments LLC 15
Elevation Series Trust - RiverNorth Patriot ETF 15
L2 Asset Management, LLC 15
Imprint Wealth LLC 15
MML Series Investment Fund II - MML Equity Fund Initial Class 15
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 15
Grimes & Company, Inc. 15
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 15
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 15
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 15
Profunds - Profund Vp Mid-cap Growth 15
Lineweaver Wealth Advisors, LLC 15
MJT & Associates Financial Advisory Group, Inc. 15
Gallagher Fiduciary Advisors, LLC 15
Curbstone Financial Management Corp 15
Steigerwald, Gordon & Koch Inc. 15
Lantz Financial LLC 15
CarsonAllaria Wealth Management, Ltd. 15
Sapience Investments, LLC 15
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 15
Bremer Bank National Association 15
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 15
Us Financial Advisors, Llc 15
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 15
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 15
Western Standard LLC 15
Tanglewood Legacy Advisors, LLC 15
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 15
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 15
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 15
Virtus Global Dividend & Income Fund Inc. 15
Colton Groome Financial Advisors, Llc 15
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 15
Laidlaw Wealth Management LLC 15
Total Investment Management Inc 15
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 15
Cinctive Capital Management LP 15
UniSuper Management Pty Ltd 15
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 15
Berkshire Asset Management Llc/pa 15
Maltin Wealth Management, Inc. 15
Prosperity Financial Group, Inc. 15
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 15
BlackRock ETF Trust II - BlackRock Flexible Income ETF 15
BridgePort Financial Solutions, LLC 15
AVMA - AMERICAN CENTURY ETF TRUST - Avantis Moderate Allocation ETF 15
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 15
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 15
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 15
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 15
Skylands Capital, LLC 15
Kickstand Ventures, Llc. 15
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 15
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 15
Bremer Trust National Association 15
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 15
Newport Capital Group, LLC 15
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 15
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 15
Y.D. More Investments Ltd 15
New England Capital Financial Advisors LLC 15
Grandeur Peak Global Advisors, LLC 15
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 15
Invst, LLC 15
Global Income Builder Portfolio - Global Income Builder Portfolio 15
Kb Financial Partners, Llc 15
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 15
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 15
Summit Financial Wealth Advisors, LLC 15
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 15
Strategy Asset Managers Llc 15
K.J. Harrison & Partners Inc 15
Foundry Financial Group, Inc. 15
Trust Point Inc. 15
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 15
Redwood Wealth Management Group, LLC 15
Core Bond Portfolio - Core Bond Portfolio 15
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 15
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 15
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 15
Guerra Advisors Inc 15
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 15
Reyes Financial Architecture, Inc. 15
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 15
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 15
MSH Capital Advisors LLC 15
Trillium Asset Management, Llc 15
SFBPX - GREAT-WEST FUNDS INC - Great-West SecureFoundation Balanced ETF Fund Class A 15
Willis Johnson & Associates, Inc. 15
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 15
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 15
Solstein Capital, LLC 15
Evergreen Private Wealth LLC 15
Lisanti Capital Growth, LLC 15
Strategic Capital Alternatives LLC 15
Stanley-Laman Group, Ltd. 15
Bluefin Capital Management, Llc 15
JTHAX - SARATOGA ADVANTAGE TRUST - James Alpha Total Hedge Portfolio Class A Shares 15
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 15
Brasada Capital Management, Lp 15
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 15
Family Asset Management, LLC 15
SWS Partners 15
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 15
Smart Money Group LLC 15
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 15
Lombard Odier Asset Management (Switzerland) SA 15
Kodai Capital Management LP 15
Lake Street Advisors Group, Llc 15
Graney & King, LLC 15
Highland Private Wealth Management 15
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 15
Oceanside Advisors LLC 15
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 15
Matrix Private Capital Group Llc 15
Atala Financial Inc 15
PDS Planning, Inc 15
MERVX - MERGER FUND VL - The Merger Fund VL 15
Bft Financial Group, Llc 15
Quadcap Wealth Management, LLC 15
Waterfront Wealth Inc. 15
Ferguson Wellman Capital Management, Inc 15
Gradient Capital Advisors, LLC 15
Kiley Juergens Wealth Management, Llc 15
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 15
Redmont Wealth Advisors Llc 15
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 15
BlueMar Capital Management, LLC 15
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 15
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 15
Meriwether Wealth & Planning, LLC 15
Stewart West Indies Trading Co., Ltd 15
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 15
Cannon Financial Strategists, Inc. 15
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 15
Able Wealth Management LLC 15
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 15
Evensky & Katz LLC 15
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 15
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 15
Legacy Capital Wealth Partners, LLC 15
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 15
Transcendent Capital Group LLC 15
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 15
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 15
Ada Investment Management, LP 15
Simmons Bank 15
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 15
McKinley Carter Wealth Services, Inc. 15
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 15
Angel Oak Capital Advisors, LLC 15
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 15
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 15
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 15
Isthmus Partners, Llc 15
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 15
Karlinski Andrew C 15
Mma Asset Management Llc 15
Stonehearth Capital Management, LLC 15
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 15
Granite Investment Partners, LLC 15
Compass Financial Services Inc 15
Colorado Capital Management, Inc. 15
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 15
Triangle Securities Wealth Management 15
Ninety One UK Ltd 15
Hager Investment Management Services, Llc 15
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 15
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 15
Frontier Capital Management Co Llc 15
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 15
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 15
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 15
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 15
Cascade Financial Partners, LLC 15
Kera Capital Partners, Inc. 15
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 15
Boston Provident, L.p. 15
EFG International AG 15
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 15
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 15
Walkner Condon Financial Advisors LLC 15
USS Investment Management Ltd 15
Black Swift Group, LLC 15
Walker Asset Management, LLC 15
Quantedge Capital Pte Ltd 15
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 15
Delaware Enhanced Global Dividend & Income Fund 15
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 15
Stock Yards Bank & Trust Co 15
Welch Group, LLC 15
Kiwi Wealth Investments Limited Partnership 15
Gulf International Bank (UK) Ltd 15
Chris Bulman Inc 15
Covenant Multifamily Offices, LLC 15
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 15
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 15
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 15
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 15
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 15
IFS Advisors, LLC 15
Goldstone Financial Group, LLC 15
Family Management Corp 15
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 15
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 15
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 15
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 15
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 15
Calamos Global Total Return Fund 15
Ionic Capital Management LLC 15
Efficient Advisors, LLC 15
Vestor Capital, Llc 15
Trailhead Planners LLC 15
Chesapeake Asset Management Llc 15
Portolan Capital Management, LLC 15
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 15
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 15
Ruffer LLP 15
TPG Financial Advisors, LLC 15
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 15
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 15
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 15
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 15
Blackrock Corporate High Yield Fund, Inc. 15
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 15
Alhambra Investment Partners LLC 15
Hirtle Callaghan & Co LLC 15
Affiance Financial, LLC 15
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 15
Columbia Wanger Asset Management Llc 14
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 14
Wsfs Capital Management, Llc 14
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 14
Pacific Asset Management, LLC 14
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 14
Nuveen Tax-advantaged Dividend Growth Fund 14
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 14
Ntv Asset Management Llc 14
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 14
Detalus Advisors, LLC 14
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 14
Lucia Wealth Services, Llc 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 14
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 14
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 14
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 14
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 14
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 14
Harfst & Associates, Inc. 14
Waypoint Capital Advisors, LLC 14
Aureus Asset Management, LLC 14
Silvant Capital Management LLC 14
Reliance Trust Co Of Delaware 14
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 14
Aberdeen Asset Management Plc/uk 14
True Vision MN LLC 14
Oppenheimer Variable Account Funds 14
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 14
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 14
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 14
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 14
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 14
Barrett Asset Management, LLC 14
Stockman Wealth Management, Inc. 14
Greenland Capital Management LP 14
Altfest L J & Co Inc 14
Cortina Funds, Inc. 14
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 14
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 14
Strategic Investment Advisors / MI 14
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 14
Richmond Investment Services, LLC 14
CFO4Life Group, LLC 14
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 14
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 14
Comerica Securities Inc 14
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 14
Lebenthal Global Advisors, LLC 14
Connecticut Wealth Management, LLC 14
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 14
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 14
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 14
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 14
Vivaldi Capital Management, LLC 14
First American Trust, Fsb 14
Windsor Capital Management, LLC 14
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 14
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 14
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 14
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 14
Ingalls & Snyder Llc 14
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 14
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 14
Collier Financial 14
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 14
Aire Advisors, Llc 14
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 14
Levy Wealth Management Group, LLC 14
eCIO, Inc. 14
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 14
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 14
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 14
Howard Capital Management Inc. 14
Morling Financial Advisors, LLC 14
Sawgrass Asset Management Llc 14
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 14
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 14
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 14
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 14
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 14
Pimco Income Strategy Fund 14
Cantor Fitzgerald Investment Adviser L.p. 14
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 14
Stephenson National Bank & Trust 14
Lionsbridge Wealth Management LLC 14
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 14
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 14
Castle Rock Wealth Management, LLC 14
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 14
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 14
Orser Capital Management, Llc 14
Old Point Trust & Financial Services N A 14
Gyl Financial Synergies, Llc 14
M&G Plc 14
NWF Advisory Services Inc. 14
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 14
First Fiduciary Investment Counsel, Inc. 14
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 14
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 14
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 14
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 14
Blueprint Investment Partners LLC 14
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 14
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 14
Madison Asset Management, LLC 14
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 14
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 14
Sanders Morris Harris Llc 14
Traphagen Investment Advisors Llc 14
Jump Trading, Llc 14
Franklin Street Advisors Inc /nc 14
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 14
Keebeck Wealth Management, LLC 14
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 14
Dixon Hubard Feinour & Brown Inc/va 14
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 14
Cidel Asset Management Inc 14
SCS Capital Management LLC 14
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 14
TruNorth Capital Management, LLC 14
Cypress Capital Group 14
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 14
Waddell & Associates, Llc 14
Fort Sheridan Advisors Llc 14
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 14
Carr Financial Group Corp 14
EFG Asset Management (Americas) Corp. 14
Howard Financial Services, Ltd. 14
RHJ International SA 14
Wambolt & Associates, LLC 14
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 14
Cna Financial Corp 14
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 14
Central Valley Advisors, Llc 14
PIMCO FUNDS - PIMCO Low Duration Portfolio 14
Maridea Wealth Management LLC 14
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 14
Richards, Merrill & Peterson, Inc. 14
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 14
Valley Brook Capital Group, Inc. 14
Twelve Points Wealth Management LLC 14
Financial Advisory Corp /ut/ /adv 14
Risk Paradigm Group, LLC 14
Winnow Wealth Llc 14
CapWealth Advisors, LLC 14
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 14
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 14
Woodard & Co Asset Management Group Inc /adv 14
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 14
Western Financial Corporation 14
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 14
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 14
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 14
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 14
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 14
Shepherd Financial Partners LLC 14
Cohen & Steers Infrastructure Fund Inc 14
Artisan Partners Limited Partnership 14
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 14
Rs Investment Trust 14
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 14
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 14
Calvert Impact Fund Inc 14
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 14
Jpmorgan Trust Iii 14
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 14
FundX Investment Group, LLC 14
MeadowBrook Investment Advisors LLC 14
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 14
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 14
Blackrock Master Llc 14
Compass Ion Advisors, LLC 14
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 14
AHIVX - American Century Investment Trust - High Income Fund Investor Class 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 14
MXGMX - GREAT-WEST FUNDS INC - Great-West U.S. Government Securities Fund Investor Class 14
Idaho Trust Bank 14
Psagot Investment House Ltd. 14
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 14
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 14
Spears Abacus Advisors LLC 14
NOLVX - Northern Funds - Northern Large Cap Value Fund 14
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 14
New England Research & Management, Inc. 14
Charter Trust Co 14
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 14
Glovista Investments LLC 14
Miller Howard Investments Inc /ny 14
Prentiss Smith & Co Inc 14
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 14
Capasso Planning Partners LLC 14
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 14
Round Rock Advisors, LLC 14
Nissay Asset Management Corp /japan/ /adv 14
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 14
Investors Portfolio Services LLC 14
Entrewealth, Llc 14
Athanor Capital, Lp 14
Whitnell & Co. 14
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 14
Encompass More Asset Management 14
Davidson Investment Advisors 14
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 14
Oppenheimer Small Cap Value Fund 14
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 14
Schutz Anton Villars 14
Clear Perspectives Financial Planning, LLC 14
Graypoint LLC 14
Juncture Wealth Strategies, Llc 14
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 14
Visionary Horizons, LLC 14
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 14
1 North Wealth Services Llc 14
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 14
Lake Street Financial Llc 14
Citizens National Bank Trust Department 14
Deerfield Management Company, L.p. (series C) 14
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 14
Fort, L.p. 14
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 14
Crumly & Associates Inc. 14
Green Square Capital Advisors Llc 14
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 14
Wealth Alliance Advisory Group, LLC 14
IPPP - Listed Funds Trust - Preferred-Plus ETF 14
Rs Investment Management Co Llc 14
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 14
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 14
Sfmg, Llc 14
ERTS Wealth Advisors, LLC 14
Charles Schwab Investment Advisory, Inc. 14
Kings Path Partners LLC 14
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 14
Signator Financial Services, Inc. 14
Relyea Zuckerberg Hanson LLC 14
Crow Point Partners, LLC 14
Roosevelt Investment Group Llc 14
J. Goldman & Co LP 14
Amica Pension Fund Board Of Trustees 14
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 14
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 14
Legacy Wealth Partners, LLC 14
F/M Investments LLC 14
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 14
Breogan Capital, Lp 14
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 14
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 14
Tax-managed Global Small-cap Portfolio 14
Axis Wealth Partners, LLC 14
Timber Creek Capital Management LLC 14
Rede Wealth, LLC 14
Global Endowment Management, LP 14
Alphasimplex Group, Llc 14
Silver Grove Financial Group, Inc. 14
Financial Insights, Inc. 14
Mairs & Power Inc 14
Waterloo Capital, L.P. 14
Advisortrust Partners, Llc 14
Life Planning Partners, Inc 14
Banta Asset Management Lp 14
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 14
Century Capital Management, LLC 14
Napa Wealth Management 14
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 14
Monetary Management Group Inc 14
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 14
Desjardins Global Asset Management Inc. 13
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 13
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 13
Castleark Management Llc 13
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 13
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 13
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 13
Acorn Financial Advisory Services Inc /adv 13
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 13
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 13
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 13
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 13
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 13
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 13
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 13
AdvisorShares Investments LLC 13
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 13
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 13
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 13
Bainco International Investors 13
Eubel Brady & Suttman Asset Management Inc 13
Marex Group plc 13
White Pine Capital Llc 13
Broadview Advisors Llc 13
Gibbs Wealth Management 13
Capital Directions Investment Advisors, LLC 13
Courage Miller Partners, LLC 13
Bank Hapoalim Bm 13
Quantitative Advantage, LLC 13
Brown Advisory Securities, LLC 13
Jackson Wealth Management, LLC 13
Vision Retirement, LLC 13
Keystone Global Partners, LLC 13
Caliber Wealth Management, LLC / KS 13
Sterneck Capital Management, LLC 13
Jump Trading, LLC 13
Mountain Pacific Investment Advisers Inc/id 13
Axiom International Investors Llc /de 13
Cullen Capital Management, LLC 13
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 13
IPG Investment Advisors LLC 13
Baer Investment Advisory LLC 13
Clear Investment Research, Llc 13
Ironwood Investment Management Llc 13
Iron Financial, LLC 13
Tiaa Cref Trust Co Fsb/mo 13
Diligent Investors, LLC 13
Americafirst Capital Management, Llc 13
AT Bancorp 13
Peddock Capital Advisors, Llc 13
CHURCHILL MANAGEMENT Corp 13
Capital Management Associates /ny/ 13
Bridges Investment Management Inc 13
Pacific Financial Group Inc 13
Visionary Asset Management, Inc. 13
IMG Wealth Management, Inc. 13
Steinberg Global Asset Management 13
Capital Impact Advisors, LLC 13
Siligmueller & Norvid Wealth Advisors LLC 13
Kellner Capital, LLC 13
Marshall Investment Management, Llc 13
Cutter & CO Brokerage, Inc. 13
Castle Creek Capital Partners Iv, Lp 13
Gofen & Glossberg Llc /il/ 13
Hartford Financial Management Inc. 13
Prio Wealth Limited Partnership 13
Appleton Partners Inc/ma 13
Stancorp Investment Advisers Inc 13
IMS Capital Management 13
CHICAGO TRUST Co NA 13
Tobam 13
Berkshire Money Management, Inc. 13
J.P. Turner & Co Capital Mnagement, LLC 13
Lowe Brockenbrough & Co Inc 13
Accredited Investors Inc. 13
Cambiar Investors Llc 13
Creekside Partners 13
Brown Financial Advisors 13
Centennial Bank/AR/ 13
Bellecapital International Ltd. 13
Capital Investment Counsel, LLC 13
Peregrine Asset Advisers, Inc. 13
Blume Capital Management, Inc. 13
McNamara Financial Services, Inc. 13
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF 13
M3 Partners Lp 13
Thomas J. Herzfeld Advisors, Inc. 13
Gabelli Equity Series Funds Inc 13
Coordinated Financial Services, Inc./CO 13
High Falls Advisors, Inc 13
Fairway Wealth LLC 13
Tradeworx Inc. 13
Clarius Group, LLC 13
RKL Wealth Management LLC 13
Accent Capital Management, LLC 13
Marathon Trading Investment Management LLC 13
United Advisor Group, LLC 13
Clayton Financial Group LLC 13
Rainier Investment Management Llc 13
Foster Dykema Cabot & Partners, Llc 13
Coastal Bridge Advisors, LLC 13
Twin Focus Capital Partners, Llc 13
CAP Partners, LLC 13
Tiverton Asset Management Llc 13
Private Client Services, Llc 13
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 13
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 13
Revisor Wealth Management LLC 13
KPP Advisory Services LLC 13
FC Advisory LLC 13
Northwest Quadrant Wealth Management, LLC 13
iA Global Asset Management Inc. 13
Dai-Ichi Life Insurance Company, Ltd 13
IFM Investors Pty Ltd 13
Pine Valley Investments Ltd Liability Co 13
SWAN Capital LLC 13
Evexia Wealth Llc 13
Parkside Investments, LLC 13
Israel Discount Bank of New York 13
Aua Capital Management, Llc 13
Authentikos Wealth Advisory, LLC 13
Ackerman Capital Advisors, LLC 13
Gs Investments, Inc. 13
Donoghue Forlines LLC 13
XR Securities LLC 13
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 13
Arlington Financial Advisors, LLC 13
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 13
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 13
Continuum Wealth Advisors, Llc 13
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 13
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 13
Quadrant Private Wealth Management, LLC 13
Compass Wealth Management LLC 13
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 13
Pimco High Income Fund 13
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 13
Garda Capital Partners Lp 13
Garden State Investment Advisory Services LLC 13
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 13
Team Hewins, LLC 13
Richard W. Paul & Associates, LLC 13
Kades & Cheifetz LLC 13
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 13
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 13
AVGE - AMERICAN CENTURY ETF TRUST - Avantis All Equity Markets ETF 13
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 13
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 13
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 13
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 13
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 13
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 13
Davis Asset Management, L.P. 13
W.H. Cornerstone Investments Inc. 13
Citizens Business Bank 13
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 13
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 13
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 13
Guggenheim Strategic Opportunities Fund 13
Virtus Global Multi-sector Income Fund 13
L.m. Kohn & Company 13
Mfs Multimarket Income Trust 13
Lockerman Financial Group, Inc. 13
Calamos Global Dynamic Income Fund 13
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 13
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 13
Mason & Associates Inc 13
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 13
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 13
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 13
Mystic Asset Management, Inc. 13
Oak Harbor Wealth Partners, Llc 13
Taylor Hoffman Wealth Management 13
Global X Management CO LLC 13
Carillon Tower Advisers, Inc. 13
Horizon Kinetics LLC 13
Tilia Fiduciary Partners, Inc. 13
Western Pacific Wealth Management, LP 13
Aft, Forsyth & Company, Inc. 13
DiMeo Schneider & Associates, L.L.C. 13
Beryl Capital Management LLC 13
New Potomac Partners, LLC 13
Windsor Group LTD 13
Abacus Planning Group, Inc. 13
Winthrop Partners - Wny, Llc 13
Burleson & Company, LLC 13
Investment Advisory Group, LLC 13
Metis Global Partners, LLC 13
Elmwood Wealth Management, Inc. 13
Wagner Wealth Management, Corp 13
Flynn Zito Capital Management, Llc 13
Cox Capital Mgt LLC 13
Sonen Capital LLC 13
Private Wealth Group, LLC 13
AIA Group Ltd 13
Meridian Financial Partners LLC 13
Legacy Bridge, LLC 13
Cordatus Wealth Management LLC 13
Beacon Pointe Wealth Advisors, Llc 13
Jackson Thornton Asset Management, Llc 13
Acima Private Wealth, Llc 13
Apexium Financial, Lp 13
Private Portfolio Partners Llc 13
Fsb Premier Wealth Management, Inc. 13
Ignite Planners, LLC 13
Actinver Wealth Management, Inc. 13
Outlook Wealth Advisors, LLC 13
MorganRosel Wealth Management, LLC 13
Omega Financial Group, LLC 13
S.C. Financial Services, Inc. 13
Kmg Fiduciary Partners, Llc 13
Sage Rhino Capital Llc 13
Evergreen Wealth Solutions, LLC 13
Enterprise Trust & Investment Co 13
Beacon Harbor Wealth Advisors, Inc. 13
Legend Financial Advisors, Inc. 13
Tranquility Partners, LLC 13
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 13
Pinebridge Investments Llc 13
Williams Jones Wealth Management, LLC. 13
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 13
VVMCX - VALIC Co I - Mid Cap Value Fund 13
Huber Capital Management LLC 13
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 13
Tectonic Advisors Llc 13
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 13
Precision Wealth Strategies, LLC 13
Bard Financial Services, Inc. 13
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 13
Beck Capital Management, Llc 13
Freedman Financial Associates, Inc. 13
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 13
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 13
Cardinal Capital Management Llc /ct 13
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 13
Monterey Private Wealth, Inc. 13
Fountainhead AM, LLC 13
ShoreHaven Wealth Partners, LLC 13
Financial Management Network Inc 13
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 13
Cowa, Llc 13
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 13
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 13
Clark Wealth Partners 13
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 13
Platform Technology Partners 13
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 13
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 13
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 13
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 13
First Trust Portfolios Lp 13
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 13
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 13
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 13
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares 13
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 13
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 13
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 13
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 13
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 13
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 13
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional 13
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 13
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 13
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 13
Winton Capital Management Ltd 13
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 13
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 13
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 13
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 13
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 13
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 13
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 13
Champlain Investment Partners, LLC 13
Vigilare Wealth Management 13
Teamwork Financial Advisors, LLC 13
Demars Financial Group, LLC 13
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 13
Strategic Financial Planning, Inc. 13
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 13
Strategic Wealth Designers 13
Firestone Capital Management 13
Townsend Asset Management Corp /nc/ /adv 13
Harris Associates L P 13
PUTNAM FUNDS TRUST - Putnam Short Term Investment Fund Class P 13
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 13
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 13
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 13
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 13
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 13
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 13
FEDERATED CORE TRUST - Emerging Markets Core Fund 13
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 13
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 13
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 13
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES 13
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 13
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 13
Verity & Verity, LLC 12
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 12
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 12
Uniting Wealth Partners, LLC 12
Tuttle Tactical Management LLC 12
G2 Capital Management, Llc / Oh 12
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 12
Convergence Financial, LLC 12
Capital Investment Counsel, Inc 12
Canandaigua National Corp 12
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 12
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 12
BRC Investment Management LLC 12
Fortis Capital Management LLC 12
Horizon Bancorp Inc /in/ 12
Haber Trilix Advisors, Lp 12
Texas Capital Bancshares Inc/tx 12
Firethorn Wealth Partners, Llc 12
Horizon Financial Services, Llc 12
Abn Amro Investment Solutions 12
Smith Group Asset Management, LLC 12
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 12
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL 12
West Michigan Advisors, Llc 12
VGLSX - VALIC Co I - Global Strategy Fund 12
Ullmann Financial Group, Inc. 12
Connors Investor Services Inc 12
CI Global Investments Inc. 12
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 12
Relative Value Fund 12
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 12
Family Firm, Inc. 12
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 12
Vanguard National Trust Co 12
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 12
Gilman Hill Asset Management, LLC 12
Rossmore Private Capital 12
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 12
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 12
Capital Planning Advisors, LLC 12
Gleason Group, Inc. 12
SFI Advisors, LLC 12
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 12
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 12
Walsh & Associates, LLC 12
Jacobs Sy 12
Vantage Point Financial LLC 12
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 12
Allegiance Financial Group Advisory Services LLC 12
Intellectus Partners, LLC 12
Clough Global Dividend & Income Fund 12
Heritage Financial Services, LLC 12
Murphy Capital Management Inc 12
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 12
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 12
Rathbone Brothers plc 12
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 12
Quent Long Short Global Small Cap Fund, LP 12
Connacht Asset Management LP 12
Eagle Strategies LLC 12
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 12
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 12
Coordinated Financial Services, Inc. 12
Howard Hughes Medical Institute 12
Asahi Life Asset Management Co., Ltd. 12
MidAtlantic Capital Management, Inc. 12
Polar Capital Holdings Plc 12
BlackRock ESG Capital Allocation Trust 12
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 12
Centurion Wealth Management LLC 12
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 12
Equitec Proprietary Markets, Llc 12
Smallcap World Fund Inc 12
Sequent Planning LLC 12
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 12
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 12
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 12
Nuveen Tax Advantaged Total Return Strategy Fund 12
Alpha Cubed Investments, LLC 12
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 12
Advance Capital I Inc 12
BIGTX - Monteagle Funds - The Texas Fund Class I 12
Navigoe, LLC 12
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 12
D L Carlson Investment Group Inc 12
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 12
Novem Group 12
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 12
Aevitas Wealth Management, Inc. 12
Regatta Capital Group, Llc 12
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 12
Everpar Advisors Llc 12
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 12
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 12
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 12
Sbe Llc Dba Cedar Cove Wealth Partners 12
Nuveen Global High Income Fund 12
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 12
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 12
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 12
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 12
Systematic Alpha Investments, LLC 12
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 12
ESL Trust Services, LLC 12
Alpine Associates Management Inc. 12
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 12
Waycross Investment Management Co 12
Price Wealth Management, Inc. 12
DeDora Capital, Inc. 12
Ninety One North America, Inc. 12
Octavia Wealth Advisors, LLC 12
Farmer Steven Patrick 12
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 12
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 12
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 12
Howland Capital Management Llc 12
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 12
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 12
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 12
Asset One Wealth Management LLC 12
BEAM Asset Management, LLC 12
BTG Pactual Global Asset Management Ltd 12
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 12
RIA Advisory Group LLC 12
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 12
Meridian Financial, LLC 12
Qsemble Capital Management, LP 12
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 12
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 12
Gilder Gagnon Howe & Co Llc 12
CMH Wealth Management LLC 12
Facet Wealth, Inc. 12
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 12
Vinva Investment Management Ltd 12
Capital Advisors Wealth Management, LLC 12
3d Asset Management, Inc 12
Donaldson Capital Management, Llc 12
Tempus Wealth Planning, LLC 12
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 12
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 12
Austin Private Wealth, LLC 12
Penobscot Investment Management Company, Inc. 12
Kirr Marbach & Co Llc /in/ 12
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 12
Tradewinds, LLC. 12
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 12
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 12
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 12
Osborn Rohs Williams & Donohoe Ltd 12
Cca Investments Trust 12
Birchcreek Wealth Management, LLC 12
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 12
Edmond De Rothschild (suisse) S.a. 12
Tyche Wealth Partners LLC 12
Estabrook Capital Management 12
W.G. Shaheen & Associates DBA Whitney & Co 12
Roxbury Financial LLC 12
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 12
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 12
West Financial Advisors, LLC 12
Smith & Howard Wealth Management, LLC 12
New England Private Wealth Advisors LLC 12
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 12
Donald L. Hagan, LLC 12
Perbak Capital Partners LLP 12
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 12
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 12
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 12
Murphy & Mullick Capital Management Corp 12
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 12
GGBFX - GuideStone Funds - Global Bond Fund Investor 12
Eagle Ridge Investment Management 12
Blue Sky Asset Management, LLC 12
Texas Capital Bank Wealth Management Services Inc 12
Stonehage Fleming Financial Services Holdings Ltd 12
Smith, Salley & Associates 12
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 12
Raiffeisen Bank International AG 12
PlanVest Financial, Inc 12
Beverly Hills Private Wealth, LLC 12
Sterling Financial Planning, Inc. 12
Capitolis Advisors LLC 12
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 12
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 12
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 12
Menora Mivtachim Holdings Ltd. 12
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C 12
Tritonpoint Wealth, Llc 12
3 Factor Indexing, Llc 12
Osterweis Capital Management Inc 12
BXM Wealth LLC 12
Pettyjohn, Wood & White, Inc 12
Tassel Capital Management, Inc. 12
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 12
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 12
National Pension Service 12
Clarkston Capital Partners, LLC 12
Community Bank System, Inc. 12
Achmea Investment Management B.V. 12
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 12
McCartney Wealth Management LLC 12
Precedent Wealth Partners, Llc 12
Leap Investments Lp 12
Trueblood Wealth Management, LLC 12
McAdams Wright Ragen, Inc. 12
Smallwood Wealth Investment Management, LLC 12
Mine & Arao Wealth Creation & Management, LLC. 12
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 12
Invariant Investment Management 12
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 12
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 12
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 12
Glacier Peak Capital LLC 12
Bp Plc 12
Leading Edge Financial Planning LLC 12
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 12
La Banque Postale Asset Management SA 12
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 12
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 12
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 12
Teton Advisors, LLC 12
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 12
Fmb Wealth Management 12
Smart Portfolios, LLC 12
Clarfeld Financial Advisors, Llc 12
BancorpSouth Bank 12
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 12
Midland Wealth Advisors Llc 12
LaSalle Street Capital Management, LLC 12
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 12
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 12
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 12
Forward Management, LLC 12
Levin Capital Strategies, L.p. 12
Sykon Capital Llc 12
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 12
St. Johns Investment Management Company, LLC 12
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 12
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 12
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 12
Perella Weinberg Partners Capital Management LP 12
Barnes Wealth Management Group, Inc 12
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 12
Wall Street Access Asset Management, LLC 12
DCM Advisors, LLC 12
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 12
Strategic Wealth Management Group, LLC 12
Nvest Wealth Strategies, Inc. 12
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 12
Sculati Wealth Management, LLC 12
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 12
North Star Asset Management Inc 12
Rodgers & Associates, LTD 12
Ameliora Wealth Management Ltd. 12
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 12
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 12
JAHSX - James Alpha Funds Trust - James Alpha EHS Fund Class R6 12
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 12
Hanover Advisors Inc 12
Cypress Capital, LLC 12
Herndon Capital Management Llc 12
Pinnacle Wealth Advisors 12
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 12
HYA Advisors, Inc 12
Usaa Etf Trust 12
Optas, LLC 12
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 12
GPM Growth Investors, Inc. 12
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 12
Connor Clark & Lunn Investment Management Ltd 12
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 12
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 12
Guidant Wealth Advisors 12
Shilanski & Associates, Inc. 12
marrick wealth, LLC 12
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 12
Summit Wealth Partners, LLC 12
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 12
Voya Global Equity Dividend & Premium Opportunity Fund 12
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 12
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 12
Paragon Advisors, LLC 12
Vawter Financial, Ltd. 12
Fiduciary Management Associates Llc 12
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 12
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 12
Firefly Value Partners, LP 12
RGT Wealth Advisors, LLC 12
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 12
Voya Global Advantage & Premium Opportunity Fund 12
Renasant Bank 12
Cornerstone Planning, LLC 12
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 12
Wright Fund Managment, LLC 12
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 12
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 12
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 12
Grand Wealth Management, Llc 12
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 12
Foster Dykema Cabot & Co Inc/ma 12
CGC Financial Services, LLC 12
Morningstar Investment Services LLC 12
Elevation Capital Advisory, LLC 12
Iams Wealth Management, Llc 12
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 12
Hibernia Wealth Partners, LLC 12
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 12
Stearns Financial Services Group 12
Quantum Financial Advisors, LLC 12
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 12
Tempo Wealth, LLC 12
OneAscent Wealth Management LLC 12
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 12
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 12
CT Financial Advisors LLC 12
Plato Investment Management Ltd 12
Intelligence Driven Advisers, LLC 12
Legg Mason Asset Management (Japan) Co., Ltd. 12
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 12
Cedar Wealth Management, LLC 12
Mowery & Schoenfeld Wealth Management, LLC 12
Capital International Sarl 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 12
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 12
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 12
Forsta Ap-fonden 12
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 12
Mn Services Vermogensbeheer B.V. 12
Hood River Capital Management LLC 12
Oppenheimer Quest For Value Funds 12
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 11
Impax Asset Management Group plc 11
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 11
PIMCO Dynamic Income Opportunities Fund 11
Fort Pitt Capital Group, Llc 11
Raub Brock Capital Management LP 11
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 11
LJI Wealth Management, LLC 11
Dover Advisors, Llc 11
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 11
Delphi Private Advisors LLC 11
Cascade Investment Advisors, Inc. 11
Davis Investment Partners, LLC 11
Great Lakes Retirement, Inc. 11
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 11
Knightsbridge Asset Management, Llc 11
Reitz Capital Advisors LLC 11
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 11
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 11
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 11
Clune & Associates, Ltd. 11
Wilmington Trust, National Association 11
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 11
Ascend Capital, Llc 11
Roaring Blue Lion Capital Management, L.P. 11
Prosperitas Financial LLC 11
West Family Investments, Inc. 11
My Legacy Advisors, LLC 11
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 11
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 11
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 11
Hayden Royal, Llc 11
Strategic Advocates LLC 11
VSSVX - VALIC Co I - Small Cap Special Values Fund 11
Copperwynd Financial, LLC 11
Stegent Equity Advisors, Inc. 11
Ipswich Investment Management Co., Inc. 11
PNC Managed Account Solutions, Inc. 11
Chilton Investment Co Llc 11
FirstMerit Bank N A Trustee 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 11
Moody Lynn & Lieberson, Llc 11
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 11
LaSalle St. Investment Advisors, LLC 11
Asio Capital, LLC 11
WealthCare Investment Partners, LLC 11
Balance Wealth, LLC 11
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 11
Magnolia Private Wealth, LLC 11
Barr E S & Co 11
Klingenstein Fields & Co Lp 11
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 11
Corrado Advisors, Llc 11
Fluent Financial, LLC 11
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 11
Lockheed Martin Investment Management Co 11
Schwarz Dygos Wheeler Investment Advisors Llc 11
TCNBX - FundVantage Trust - Ambrus Tax-Conscious National Bond Fund Institutional Class 11
XAOHX - NORTH CAROLINA CAPITAL MANAGEMENT TRUST - Term Portfolio 11
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 11
John Hancock Investors Trust 11
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 11
Ulland Investment Advisors, LLC 11
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 11
Financial Futures Ltd Liability Co. 11
Highstreet Asset Management Inc. 11
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 11
Andra AP-fonden 11
Hcim Trust 11
JT Stratford LLC 11
Provence Wealth Management Group 11
Mazama Capital Management Inc 11
American Independence Funds Trust 11
Montis Financial, LLC 11
MD Financial Management Inc. 11
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 11
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 11
NWK Group, Inc. 11
1015 Capital Partners, LLC 11
Financial Solutions Advisory Group, Inc. 11
Global Strategic Investment Solutions, LLC 11
Tower View Investment Management & Research LLC 11
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 11
Daymark Wealth Partners, Llc 11
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 11
Financial Services Advisory Inc 11
Innova Wealth Partners 11
Titleist Asset Management, Ltd. 11
Kathleen S. Wright Associates Inc. 11
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 11
Independent Wealth Network Inc. 11
Little House Capital Llc 11
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 11
Capital Group Private Client Services, Inc. 11
Tripletail Wealth Management, LLC 11
South Texas Money Management Ltd 11
Syntal Capital Partners, LLC 11
Ml & R Wealth Management Llc 11
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 11
Sterling Manor Financial, LLC 11
Badgley Phelps Wealth Managers, LLC 11
Total Wealth Planning, Llc 11
Landaas & Co /wi /adv 11
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 11
Ransom Advisory, Ltd 11
Aberdeen Global Income Fund Inc 11
Riversedge Advisors, Llc 11
MMPEX - MAINSTAY FUNDS TRUST - MainStay ESG Multi-Asset Allocation Fund SIMPLE Class 11
Clark Estates Inc/ny 11
Peterson Financial Group, Inc. 11
Harrison & Co Wealth Management, LLC 11
Seeyond 11
Marks Group Wealth Management, Inc 11
Ostrum Asset Management 11
Boston Family Office Llc 11
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 11
KIFAX - Forward Funds - Salient Select Income Fund Class A 11
Farnam Financial LLC 11
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 11
Wilmington Trust Co 11
Mayfair Advisory Group, LLC 11
Boreal Capital Management LLC 11
First National Bank Sioux Falls 11
Fortem Financial Group, Llc 11
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 11
Horizon Kinetics Asset Management Llc 11
Requisite Capital Management, LLC 11
FSC Wealth Advisors, LLC 11
Rockwood Wealth Management, LLC 11
Ceros Financial Services Inc. 11
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 11
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 11
SkyOak Wealth, LLC 11
Strategies Wealth Advisors, LLC 11
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 11
New Amsterdam Partners Llc/ny 11
Clifford Swan Investment Counsel Llc 11
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 11
Edge Asset Management, Inc 11
Lingohr & Partner Asset Management GmbH 11
Easterly Investment Partners Llc 11
Watermark Asset Management, Inc. 11
Cynosure Management, Llc 11
Roubaix Capital, LLC 11
Infrastructure Capital Advisors, Llc 11
Atlas Brown,Inc. 11
Napier Financial, LLC 11
ABLE Financial Group, LLC 11
Norris Perne & French Llp/mi 11
Dimension Capital Management Llc 11
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 11
Buffington Mohr McNeal 11
Retirement Solution Inc. 11
Center For Asset Management LLC 11
Frank, Rimerman Advisors LLC 11
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A 11
Sigma Investment Counselors Inc 11
Schmidt P J Investment Management Inc 11
J2 Capital Management Inc 11
FLP Wealth Management, LLC 11
Northland Capital Management LLC 11
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 11
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 11
Storebrand Asset Management As 11
Capital Square, LLC 11
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 11
Quattro Advisors LLC 11
Blackstone Group Inc 11
Retirement Financial Solutions, Llc 11
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 11
Rps Advisory Solutions Llc 11
Bck Capital Management Lp 11
Financial Synergies Wealth Advisors, Inc. 11
Bryce Point Capital, LLC 11
Catalyst Private Wealth, Llc 11
Kingfisher Capital LLC 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 11
Peak Asset Management, LLC 11
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 11
Cubic Asset Management, LLC 11
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 11
Sabal Trust CO 11
Quantum Capital Management 11
qPULA Trading Management LP 11
Hamilton Capital, LLC 11
180 Wealth Advisors, Llc 11
Lumbard & Kellner, LLC 11
Weil Company, Inc. 11
Millrace Asset Group, Inc. 11
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 11
Wolf Group Capital Advisors 11
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 11
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 11
Trifecta Capital Advisors, LLC 11
Financial Life Planners 11
Asset Advisors Corp 11
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 11
Neville Rodie & Shaw Inc 11
Bravera Wealth 11
American Financial & Tax Strategies Inc 11
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 11
Trust Investment Advisors 11
Advent Capital Management /de/ 11
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 11
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 11
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 11
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 11
Oak Associates Ltd /oh/ 11
Glg Llc 11
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 11
Meridian Investment Counsel Inc. 11
Sage Financial Group Inc 11
First Allied Asset Management, Inc. 11
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 11
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 11
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 11
WestEnd Advisors, LLC 11
Fjarde Ap-fonden /fourth Swedish National Pension Fund 11
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 11
Proathlete Wealth Management Llc 11
Wealth Architects, LLC 11
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 11
Peak Planning Group, LLC 11
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 11
Franklin Mutual Advisers Llc 11
PGGM Investments 11
Kempen Capital Management N.v. 11
Swmg, Llc 11
Wright Investors Service Inc 11
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 11
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 11
Invictus RG Pte. Ltd. 11
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 11
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 11
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 11
Dynamic Capital Management Ltd 11
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 11
Slow Capital, Inc. 11
Eisler Capital Management Ltd. 11
Greykasell Wealth Strategies, Inc. 11
First American Bank 11
Lifeworks Advisors, LLC 11
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 11
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 11
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 11
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 11
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 11
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 11
Credit Industriel Et Commercial 11
APBAX - Cavanal Hill Funds - Active Core Fund Investor 11
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 11
Clearbridge, Llc 11
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 11
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative 11
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 11
Souders Financial Advisors 11
JAHAX - SARATOGA ADVANTAGE TRUST - James Alpha EHS Portfolio Class A Shares 11
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 11
Gen-Wealth Partners Inc 11
Murchinson Ltd. 11
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 11
Ehrlich Financial Group 11
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 11
Guyasuta Investment Advisors Inc 11
Lombard Odier Asset Management (Europe) Ltd 11
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 11
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 11
Hardin Capital Partners, LLC 11
FOCUS Wealth Advisors, LLC 11
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 11
Horizon Wealth Management, LLC 11
Anderson Hoagland & Co 11
Schechter Investment Advisors, LLC 11
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 11
Genworth Financial Inc 11
Flagship Wealth Advisors, Llc 11
Oddo Bhf Asset Management Sas 11
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 11
TruWealth Advisors, LLC 11
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 11
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 11
ORBA Wealth Advisors, L.L.C. 11
Lbmc Investment Advisors, Llc 11
Copper Rock Capital Partners, LLC 11
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 11
Stablepoint Partners, LLC 11
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 11
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 11
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 11
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 11
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 11
Coastline Complete Wealth LLC 11
Searle & Co. 11
Bluestein R H & Co 11
MainStreet Investment Advisors LLC 11
Kestrel Investment Management Corp 11
Advanced Asset Management Advisors Inc 11
Meredith Wealth Planning 11
TradeLink Global Equity LLC 11
Integrity Wealth Solutions LLC 11
Arcadia Investment Advisors Llc 11
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 11
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 11
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 11
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 11
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 11
NCM Capital Management, LLC 11
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 11
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 11
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 11
SeaBridge Investment Advisors LLC 11
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 11
Columbus Circle Investors 11
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 11
SRTTX - SMA RELATIONSHIP TRUST - Series T 11
L.K. Benson & Company, P.C. 11
Spinnaker Trust 11
Lodestar Private Asset Management Llc 11
VSM Wealth Advisory, LLC 11
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 11
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 11
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 11
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 11
Mfs Charter Income Trust 11
Fs Credit Income Fund 11
Three Arch Wealth Management LLC 11
Access Investment Management LLC 11
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 11
Payden & Rygel 11
BLUX - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Dynamic Total Market ETF 11
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 11
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 11
Financial Sense Advisors, Inc. 11
BSBAX - Northern Funds - Northern Short Bond Fund 11
Banco BTG Pactual S.A. 11
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 11
KC Investment Advisors, LLC 11
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 11
ICONIQ Capital, LLC 11
Clal Insurance Enterprises Holdings Ltd 11
Piscataqua Savings Bank 11
Alliance Wealth Advisors, LLC /UT 11
Saxon Interests, Inc. 11
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 11
Legacy Financial Strategies, LLC 11
49 Wealth Management, Llc 11
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 11
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 11
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 11
Shay Capital LLC 11
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 11
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 11
Quarry Hill Advisors, Llc 11
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 11
Naples Money Management LLC 11
Kaizen Financial Strategies 11
Rakuten Securities, Inc. 11
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 11
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 11
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 11
Bear Mountain Capital, Inc. 11
Inspirion Wealth Advisors, Llc 11
San Luis Wealth Advisors LLC 11
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 11
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 11
Hobart Private Capital, LLC 11
ABASX - AB TRUST - AB Discovery Value Fund Class A 11
Silver Lake Advisory, LLC 11
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 11
Re Advisers Corp 11
Keener Financial Planning LLC 11
Premier Fund Managers Ltd 11
ARGA Investment Management, LP 11
Worldquant Millennium Advisors Llc 11
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 11
Kraematon Investment Advisors, Inc 11
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 11
Founders Bank & Trust 11
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 11
Caerus Investment Advisors, LLC 11
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 11
Kaye Capital Management 11
Nikulski Financial, Inc. 11
Bbr Partners, Llc 11
River Road Asset Management, LLC 11
United Financial Planning Group LLC 11
Financial Freedom, LLC 11
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 11
Acumen Wealth Advisors, LLC 11
Parkway Wealth Management Group, LLC 11
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 11
Hickory Point Bank & Trust 10
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 10
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 10
Avaii Wealth Management, Llc 10
Mjp Associates Inc /adv 10
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 10
Echo Street Capital Management LLC 10
BTG Pactual Asset Management US LLC 10
Sentinel Asset Management, Inc. 10
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 10
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 10
Harbor Group, Inc. 10
Foster Group, Inc. 10
Bienville Capital Management, LLC 10
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 10
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 10
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 10
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 10
Lifetime Wealth Management P.C. 10
Capital International Inc /ca/ 10
LongView Asset Management LLC 10
Becker Capital Management Inc 10
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 10
Cape Cod Five Cents Savings Bank 10
BlackRock Portfolio Management LLC 10
American Funds Insurance Series 10
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 10
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 10
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 10
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 10
Hoxton Planning & Management, LLC 10
Financial Advantage, Inc. 10
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 10
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 10
DRSK - ETF Series Solutions - Aptus Defined Risk ETF 10
University Of Texas/texas Am Investment Managment Co 10
Marathon Capital Management 10
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 10
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 10
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 10
United Asset Strategies, Inc. 10
CWC Advisors, LLC. 10
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 10
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 10
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund 10
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 10
D.B. Root & Company, LLC 10
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 10
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 10
Quartz Partners, LLC 10
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 10
Carl P. Sherr & Co., LLC 10
Forte Capital Llc /adv 10
Norinchukin Bank, The 10
Origin Asset Management LLP 10
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 10
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 10
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 10
CTC Alternative Strategies, Ltd. 10
Phillip James Consulting Co. 10
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 10
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 10
Vista Capital Partners, Inc. 10
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 10
B. Riley Financial, Inc. 10
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 10
Smith Affiliated Capital Corp. 10
Avanza Fonder AB 10
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 10
ETF Portfolio Partners, Inc. 10
Boston Common Asset Management, LLC 10
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 10
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 10
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 10
Newman Dignan & Sheerar, Inc. 10
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 10
First Financial Bank - Trust Division 10
Ridgeline Wealth, LLC 10
Meristem Family Wealth, LLC 10
OmniStar Financial Group, Inc. 10
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 10
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 10
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 10
Penseco Financial Services Corp 10
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 10
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 10
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 10
Signature Wealth Management Group 10
Lutz Financial Services LLC 10
Olistico Wealth, LLC 10
Pinnacle Financial Group, LLC / IL 10
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 10
Goldstein Advisors, LLC 10
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 10
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 10
HF Advisory Group, LLC 10
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 10
Chicago Capital, LLC 10
PIMCO Access Income Fund 10
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 10
Gables Capital Management Inc. 10
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 10
Pacific Life Fund Advisors LLC 10
URTH - iShares, Inc. - iShares MSCI World ETF 10
Altium Wealth Management LLC 10
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 10
Koesten, Hirschmann & Crabtree, INC. 10
Pwmco Llc 10
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares 10
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 10
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 10
MSD Partners, L.P. 10
Syntegra Private Wealth Group, LLC 10
JGP Wealth Management, LLC 10
Global X Funds 10
Sand Hill Global Advisors, LLC 10
Oversea-Chinese Banking CORP Ltd 10
Strengthening Families & Communities, LLC 10
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 10
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 10
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 10
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 10
Td Asset Management Usa Funds Inc. 10
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 10
First Wilshire Securities Management Inc 10
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 10
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 10
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 10
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 10
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 10
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 10
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 10
Virginia National Bank 10
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 10
Freedom Wealth Alliance, Llc 10
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 10
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 10
Capital Advantage, Inc. 10
AlphaQ Advisors LLC 10
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 10
Live Oak Investment Partners 10
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 10
Deutsche Value Series, Inc 10
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 10
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 10
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 10
Tillman Hartley LLC 10
Angeles Investment Advisors, LLC 10
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 10
Fairview Capital Investment Management, Llc 10
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 10
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 10
EdgeRock Capital LLC 10
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 10
Windsor Creek Advisors, Llc 10
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 10
Sandy Cove Advisors, LLC 10
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 10
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 10
Scissortail Wealth Management, LLC 10
Broadview Funds Trust 10
Mayport, Llc 10
Insight Wealth Strategies, LLC 10
Livet Wealth, LLC 10
BLVD Private Wealth, LLC 10
Bayshore Asset Management, Llc 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 10
Foronjy Financial Llc 10
AlphaCentric Advisors LLC 10
Genesee Valley Trust Co 10
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 10
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 10
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 10
SlateStone Wealth, LLC 10
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 10
Great Point Wealth Advisors, LLC 10
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 10
Goodman Advisory Group, LLC 10
STXG - EA Series Trust - Strive 1000 Growth ETF 10
DMG Group, LLC 10
Mirova 10
Pinnacle Family Advisors, LLC 10
Budros, Ruhlin & Roe, Inc. 10
Traub Capital Management LLC 10
Briaud Financial Planning, Inc 10
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 10
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 10
Semitam Bonam Llc 10
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 10
Cornerstone Management, Inc. 10
Royal Harbor Partners, LLC 10
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 10
Bernardo Wealth Planning LLC 10
Nebula Research & Development LLC 10
Quattro Financial Advisors Llc 10
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 10
Credential Qtrade Securities Inc. 10
Family Legacy, Inc. 10
Austin Asset Management Co Inc 10
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 10
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 10
Todd Asset Management Llc 10
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 10
Curtis Advisory Group, LLC 10
Lincoln Capital Corp 10
Clough Global Opportunities Fund 10
Portus Wealth Advisors, LLC 10
IronBridge Capital Management LP 10
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 10
Opseu Pension Plan Trust Fund 10
Enterprise Bank & Trust Co 10
Emergent Wealth Advisors, LLC 10
West Bancorporation Inc 10
Verus Financial Partners, Inc. 10
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 10
Qp Wealth Management, Llc 10
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 10
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 10
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 10
Patton Fund Management, Inc. 10
Hill Investment Group Partners, LLC 10
Grace & White Inc /ny 10
Maimon Wealth Management Ltd. 10
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 10
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 10
Longaeva Partners L.P. 10
Smith Shellnut Wilson Llc /adv 10
Threadgill Financial, Llc 10
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 10
Leeward Investments, LLC - MA 10
Sculptor Capital LP 10
PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - 10
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 10
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 10
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 10
Planwiser Financial, Llc 10
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 10
Pictet North America Advisors SA 10
Charles Schwab Trust Co 10
Norway Savings Bank 10
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 10
SEB Asset Management AB 10
Peoples Bank/KS 10
Patten & Patten Inc/tn 10
Buck Wealth Strategies, LLC 10
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 10
Kentucky Retirement Systems 10
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 10
Fure Financial Corp 10
Cohen & Steers, Inc. 10
Ledgewood Wealth Advisors, LLC 10
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 10
Pvg Asset Management Corp 10
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 10
West Wealth Group, LLC 10
Thomaspartners, Inc. 10
Rock Creek Group, LP 10
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 10
Gerstein Fisher 10
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 10
Meiji Yasuda Life Insurance Co 10
All Season Financial Advisors, Inc. 10
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 10
Guardian Capital Lp 10
Wilmington Funds Management Corp 10
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 10
First Opportunity Fund Inc 10
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 10
Ironwood Investment Counsel, LLC 10
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 10
JASVX - James Alpha Funds Trust - James Alpha Structured Credit Value Fund Class A 10
Security Financial Services, INC. 10
Highwater Wealth Management, LLC 10
Corsicana & Co. 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 10
Vertex One Asset Management Inc. 10
Nicholas Hoffman & Company, LLC. 10
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 10
Seven Springs Wealth Group, LLC 10
Wescott Financial Advisory Group, LLC 10
SMITH HAYES Advisers, Inc 10
Moss Adams Wealth Advisors LLC 10
Jamison Private Wealth Management, Inc. 10
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 10
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 10
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 10
Pier Capital, LLC 10
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 10
Stonnington Group, Llc 10
Cogent Private Wealth, Inc. 10
Premier Path Wealth Partners, LLC 10
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 10
Gries Financial Llc 10
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 10
Tieton Capital Management, LLC 10
Berkeley, Inc 10
Mariner Wealth Advisors-NYC, LLC 10
Fideuram Asset Management (Ireland) dac 10
Benedetti & Gucer, Inc. 10
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 10
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 10
Context Capital Funds 10
Fonville Wealth Management LLC 10
Ninety One SA (PTY) Ltd 10
Wilkins Miller Wealth Management, LLC 10
Intact Investment Management Inc. 10
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 10
Arjuna Capital 10
Carroll Advisory Group, LLC 10
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 10
Fayez Sarofim & Co 10
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 10
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 10
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 10
10Elms LLP 10
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 10
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 10
Parvin Asset Management, LLC 10
Cannell Peter B & Co Inc 10
Kernodle & Katon Asset Management Group, LLC 10
Suffolk Capital Management Llc 10
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 10
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 10
Pointe Capital Management LLC 10
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 10
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 10
Griffin Asset Management, Inc. 10
Arbor Wealth Management, LLC 10
Canal Capital Management, LLC 10
Winthrop Capital Management, LLC 10
Stelac Advisory Services LLC 10
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class 10
Darden Wealth Group Inc 10
Oak Wealth Advisors LLC 10
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 10
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 10
Richardson Capital Management LLC 10
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 10
Investment House Llc 10
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 10
Wealthquest Corp 10
Investors Asset Management Of Georgia Inc /ga/ /adv 10
LMR Master Fund Ltd 10
Junto Capital Management LP 10
Scout Investments, Inc. 10
WealthTrust Axiom LLC 10
Cardinal Capital Management 10
Sandler Capital Management 10
PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D 10
Beck Mack & Oliver Llc 10
Pillar Pacific Capital Management Llc 10
JMN Financial LLC 10
Nelson Capital Management, LLC 10
Nbw Capital Llc 10
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 10
Inr Advisory Services Llc 10
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 10
Trask Adam Roland 10
Polar Capital LLP 10
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 10
Fiduciary Group LLC 10
Elevate Wealth Advisory, Inc 10
Summit Investment Advisors, Inc. 10
Investment Management Corp of Ontario 10
ACK Asset Management LLC 10
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 10
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 10
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 10
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 10
CPI - IndexIQ ETF Trust - IQ Real Return ETF 10
Woodward Diversified Capital, Llc 10
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 10
VMAX - Lattice Strategies Trust - Hartford US Value ETF 10
Graticule Asia Macro Advisors LLC 10
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 10
Montecito Bank & Trust 10
Smith, Graham & Co., Investment Advisors, LP 10
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 10
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 10
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 10
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 10
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 10
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 10
First Merchants Corp 10
denkapparat Operations GmbH 10
Websterrogers Financial Advisors, Llc 10
American State Bank (Iowa) 10
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 10
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 10
Alta Wealth Advisors LLC 10
Delta Lloyd Nv 10
Friday Financial 10
Horrell Capital Management, Inc. 10
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 10
AMF Pensionsforsakring AB 10
Doliver Advisors, Lp 10
John Hancock Collateral Trust - John Hancock Collateral Trust 10
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 10
D. Scott Neal, Inc. 10
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 10
E&G Advisors, LP 10
John Hancock Hedged Equity & Income Fund 10
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 10
RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I 10
ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares 10
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 10
Deroy & Devereaux Private Investment Counsel Inc 10
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 10
Breton Hill Capital Ltd. 10
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 10
Stableford Capital Ii Llc 10
Dfa Investment Trust Co - The U.s. Large Cap Value Series 10
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 10
Mount Lucas Management LP 10
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 10
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 10
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 10
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 10
Global View Capital Management LLC 10
VCSBX - VALIC Co II - Strategic Bond Fund 10
City Center Advisors, LLC 10
Morris Retirement Advisors, LLC 10
IXG - iSHARES TRUST - iShares Global Financials ETF 10
Prana Capital Management, LP 10
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 10
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 10
Chemical Bank 10
Columbia Asset Management 10
Promus Capital, LLC 10
Capstone Triton Financial Group, LLC 10
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 10
Westend Capital Management LLC 10
Capital Wealth Planning, LLC 10
Vanguard Capital Wealth Advisors 10
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 10
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 9
Pimco Global Stocksplus & Income Fund 9
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 9
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 9
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 9
Ovata Capital Management Ltd 9
Telos Capital Management, Inc. 9
DXCTX - DIREXION FUNDS - Direxion Indexed Commodity & Income Strategy Fund Investor Class 9
Capital International Ltd /ca/ 9
QUANTRES ASSET MANAGEMENT Ltd 9
American Economic Planning Group Inc /adv 9
Schneider Downs Wealth Management Advisors, LP 9
Turner Funds 9
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 9
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 9
Burton Enright Welch 9
Eisler Capital (UK) Ltd. 9
Summit Financial Strategies, Inc. 9
Seacliff Capital, Llc 9
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 9
Summit Wealth & Retirement Planning, Inc. 9
Pinnacle Private Wealth, LLC 9
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 9
Iberiabank Corp 9
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 9
Equita Financial Network, Inc. 9
Fairscale Capital, LLC 9
Capital Market Strategies LLC 9
Financial Avengers, Inc. 9
Boyd Watterson Asset Management Llc/oh 9
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 9
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 9
Keb Asset Management, Llc 9
Crowley Wealth Management, Inc. 9
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 9
Hardy Reed LLC 9
Fund Management at Engine No. 1 LLC 9
Peck Wealth Management, LLC 9
Shamrock Asset Management LLC 9
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 9
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 9
Kepos Capital LP 9
Peterson Wealth Management 9
New Century Advisors, LLC 9
Stanford Investment Group, Inc. 9
Nkcfo Llc 9
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 9
Cohen & Steers Real Estate Opportunities & Income Fund 9
Applied Finance Capital Management, LLC 9
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 9
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 9
Heritage Investors Management Corp 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 9
Deseret Mutual Benefit Administrators 9
BlackDiamond Wealth Management Inc. 9
Wealthstream Advisors, Inc. 9
Galvin, Gaustad & Stein, LLC 9
Lansforsakringar Fondforvaltning AB (publ) 9
Lavaca Capital Llc 9
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 9
Nair Vinay 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 9
FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A 9
Aris Wealth Services, Inc. 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 9
Siemens Fonds Invest GmbH 9
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 9
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 9
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 9
Values First Advisors, Inc. 9
ULTRA SERIES FUND - Core Bond Fund Class I 9
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 9
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 9
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 9
Southeast Asset Advisors Inc. 9
Fractal Investments LLC 9
LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund 9
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 9
Gallacher Capital Management LLC 9
TFR Capital, LLC. 9
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 9
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 9
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 9
NuWave Investment Management, LLC 9
Newfound Research LLC 9
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 9
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 9
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 9
Clarity Financial LLC 9
SPX Equities Gestao de Recursos Ltda 9
Saudi Central Bank 9
Liberty Capital Management, Inc. 9
Atlas Wealth LLC 9
John W. Brooker & Co., CPAs 9
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 9
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF 9
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 9
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 9
Shaker Investments Llc/oh 9
Allstate Investment Management Co 9
Cedrus LLC 9
Sprott Inc. 9
Gary Goldberg Planning Services Inc 9
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 9
Aurora Investment Counsel 9
Successful Portfolios LLC 9
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 9
Moran Wealth Management, LLC 9
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 9
German American Bancorp, Inc. 9
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 9
Cercano Management LLC 9
Henderson Brothers Financial Partners, LLC 9
Delta Financial Group, Inc. 9
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 9
Custom Index Systems, Llc 9
Redpoint Investment Management Pty Ltd 9
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 9
Saxony Capital Management, LLC 9
Industrial Alliance Investment Management Inc. 9
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 9
Gabelli Equity Trust Inc 9
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 9
Unigestion Holding SA 9
Stone Point Wealth LLC 9
Boston Financial Mangement Llc 9
HTLF Bank 9
Holistic Financial Partners 9
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 9
Kentucky Retirement Systems Insurance Trust Fund 9
Sumit Capital, Llc 9
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 9
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 9
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 9
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 9
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 9
Gilliland Jeter Wealth Management LLC 9
Axim Planning & Wealth 9
Hutchens & Kramer Investment Management Group, LLC 9
FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund 9
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 9
Steele Capital Management, Inc. 9
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 9
WUSAX - WANGER ADVISORS TRUST - Wanger USA 9
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 9
Otter Creek Advisors, LLC 9
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 9
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 9
Balanced Wealth Group Llc 9
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 9
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 9
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 9
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 9
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 9
South Shore Capital Advisors 9
Aspire Capital Advisors LLC 9
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 9
ArborFi Advisors, LLC 9
Schonfeld Group Holdings LLC 9
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 9
Avondale Wealth Management 9
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 9
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 9
Capstone Financial Advisors, Inc. 9
Nuveen Core Equity Alpha Fund 9
Quotient Wealth Partners, LLC 9
Waddell & Reed Advisors Funds 9
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 9
Premier Asset Management Llc 9
Laraway Financial Inc 9
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 9
Eldridge Investment Advisors, Inc. 9
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 9
Stevens First Principles Investment Advisors 9
BLUC - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Core ETF 9
BVAL - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Value ETF 9
Liberty One Investment Management, Llc 9
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 9
Sagewood Asset Management LP 9
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 9
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 9
Bank OZK 9
Carlson Capital Management 9
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
Baron Silver Stevens Financial Advisors, Llc 9
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 9
Dv Equities, Llc 9
Bel Air Investment Advisors Llc 9
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 9
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 9
Independent Solutions Wealth Management, LLC 9
Stephens Investment Management Group LLC 9
Benedict Financial Advisors Inc 9
Marietta Investment Partners Llc 9
Wealth Advisors of Iowa, LLC 9
Pensionfund DSM Netherlands 9
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 9
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 9
Robbins Farley Llc 9
Brick & Kyle, Associates 9
Cohen Lawrence B 9
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 9
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 9
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 9
Bouchey Financial Group Ltd 9
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 9
Solitude Financial Services 9
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 9
Jessup Wealth Management, Inc 9
PARK CIRCLE Co 9
Prudent Man Advisors, LLC 9
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 9
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 9
HFG Advisors, Inc. 9
STXM - EA Series Trust - Strive Mid-Cap ETF 9
Strathmore Capital Advisors, Inc. 9
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 9
BINT - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Global Equity ETF 9
Knowledge Leaders Capital, LLC 9
Hefty Wealth Partners 9
Board of the Pension Protection Fund 9
Galaxy Capital Trading Ltd 9
Compass Efficient Model Portfolios, LLC 9
Ayalon Holdings Ltd. 9
Morton Community Bank 9
Quinn Opportunity Partners LLC 9
Next Century Growth Investors Llc 9
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 9
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 9
Echo Wealth Management, LLC 9
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 9
Purpose Unlimited Inc. 9
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 9
Milestone Advisory Partners 9
Monetary Solutions, Ltd 9
Holistic Planning, LLC 9
APCM Wealth Management for Individuals 9
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 9
Piper Sandler & Co. 9
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 9
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 9
Three Peaks Capital Management, LLC 9
LM Advisors LLC 9
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 9
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 9
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 9
Hemenway Trust Co LLC 9
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 9
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 9
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 9
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 9
JM2 Capital Inc. 9
Vision Financial Markets Llc 9
VBCVX - VALIC Co I - Systematic Value Fund 9
Triton Wealth Management, PLLC 9
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 9
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 9
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 9
Brady Martz Wealth Solutions, LLC 9
WNY Asset Management, LLC 9
Guardian Wealth Management, Inc. 9
Summit Portfolio Management, LTD. 9
Capital Wealth Management, Llc 9
Peoples Bank /oh 9
Williams Jones & Associates LLC 9
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 9
Cobiz Investment Management, Llc 9
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 9
Jordan Park Group LLC 9
Spectrum Wealth Counsel, LLC 9
Parasol Investment Management, LLC 9
Sanibel Captiva Trust Company, Inc. 9
VCCBX - VALIC Co II - Core Bond Fund 9
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 9
Groupama Asset Managment 9
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 9
Portfolio Solutions, LLC 9
Allianz Se 9
GLOBALT Investments LLC / GA 9
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 9
High Point Bank & Trust Co 9
High Pointe Capital Management Llc 9
Vista Investment Partners Ii, Llc 9
Retirement Guys Formula Llc 9
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 9
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 9
Your Advocates Ltd., LLP 9
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 9
LVZ Advisors, Inc. 9
Wharton Business Group, LLC 9
Gordian Capital Singapore Pte Ltd 9
RQSI Ltd 9
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 9
Excalibur Management Corp 9
PENN SERIES FUNDS INC - Mid Cap Value Fund 9
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 9
Hamilton Point Investment Advisors, LLC 9
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 9
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 9
Bernard Wealth Management Corp. 9
Approach Retirement Advisors, LLC 9
Ssi Investment Management Llc 9
Bivin & Associates, Inc. 9
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 9
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 9
Noven Financial Group, Inc. 9
Hartline Investment Corp/ 9
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 9
BLGR - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Growth ETF 9
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 9
Longboard Asset Management, LP 9
Resona Asset Management Co.,Ltd. 9
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 9
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 9
Merkkuri Wealth Advisors LLC 9
RFG - Bristol Wealth Advisors, LLC 9
Sandbox Financial Partners, LLC 9
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 9
Crawford Fund Management, LLC 9
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 9
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 9
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 9
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 9
Cumberland Partners Ltd 9
Strategic Advisors LLC 9
TrueWealth Advisors, LLC 9
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 9
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 9
Frankly Finances, LLC 9
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 9
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 9
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 9
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 9
East Coast Asset Management, LLC. 9
Mathes Company, Inc. 9
Paladin Wealth, LLC 9
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 9
King Investment Advisors Inc/tx 9
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 9
MYDA Advisors LLC 9
Verum Partners LLC 9
Harvard Management Co Inc 9
Heritage Family Offices, LLP 9
STRV - EA Series Trust - Strive 500 ETF 9
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 9
Jolley Asset Management, LLC 9
Hochman Cole Investment Advisors, Inc. 9
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 9
Efficient Market Advisors, LLC 9
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 9
Alethea Capital Management, Llc 9
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 9
Mint Tower Capital Management B.V. 9
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 9
Tatro Capital, LLC 9
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 9
Wealthcare Capital Partners, LLC 9
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 9
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 9
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 9
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 9
IAM Advisory, LLC 9
Brendel Financial Advisors LLC 9
Douglass Winthrop Advisors, LLC 9
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 9
First Financial Equity Corporation 9
Full Sail Capital, LLC 9
Blackhawk Capital Partners LLC. 9
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 9
GSB Wealth Management, LLC 9
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 9
Claris Financial LLC 9
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 9
Cardinal Point Capital Management, ULC 9
Tobias Financial Advisors, Inc. 9
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I 9
TBH Global Asset Management, LLC 9
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 9
PCM Encore, LLC 9
Delta Lloyd Asset Management N.v. 9
Widmann Financial Services, Inc. 9
WSCVX - NORTHERN LIGHTS FUND TRUST II - North Star Small Cap Value Fund Investor Class 9
Bingham Osborn & Scarborough Llc 9
Tradition Capital Management Llc 9
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 9
Advance Capital Management, Inc. 9
HCR Wealth Advisors 9
Eaton Financial Holdings Company, LLC 9
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 9
Passive Capital Management, LLC. 9
Atlas Private Wealth Management 9
Boys Arnold & Co Inc 9
Beirne Wealth Consulting Services, LLC 9
Thor Advisors, Llc 9
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 9
Dagco, Inc. 9
Sound View Wealth Advisors Group, LLC 9
Cohen & Steers Quality Income Realty Fund Inc 9
Turim 21 Investimentos Ltda. 9
Osborne Partners Capital Management, Llc 9
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 9
New Republic Capital, LLC 9
Keudell/Morrison Wealth Management 9
HBC Financial Services, PLLC 9
SRIFX - FundX Investment Trust - FundX Sustainable Impact Fund 9
Ab Pooling Portfolios 9
Close Asset Management Ltd 9
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 9
Wealth Management Associates, Inc. 9
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 9
Adams Wealth Management 9
STFGX - Advisers Investment Trust - State Farm Growth Fund 9
Slagle Financial, LLC 9
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 9
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 9
KeyPoint Capital Management, LLC 9
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 9
Guidance Capital, Inc 9
Hedeker Wealth, LLC 9
Northern Capital Management Llc 9
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 9
Covenant Asset Management, LLC 9
Perfromance Wealth Partners, LLC 9
Patriot Financial Partners GP II, L.P. 9
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 9
ARS Wealth Advisors Group, LLC 9
First Affirmative Financial Network 9
Client 1st Advisory Group, Llc 9
Financial Strategies Group, Inc. 9
Fifth Lane Capital, Lp 9
9258 Wealth Management, LLC 9
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A 9
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 9
Zimmermann Investment Management & Planning Llc 9
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 9
RTD Financial Advisors, Inc. 9
Prosperity Wealth Management, Inc. 9
Horizons Etf Trust I 9
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 9
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 9
J Arnold Wealth Management Co 9
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 9
Luxor Capital Group, LP 9
HYLD - Exchange Listed Funds Trust - High Yield ETF 9
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 9
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 9
Lakewood Asset Management LLC 9
Highland Financial Advisors, LLC 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 9
Q3 Asset Management 8
Poinciana Advisors Group, Llc 8
RVRB - ADVISORS SERIES TRUST - Reverb ETF 8
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 8
Annandale Capital, LLC 8
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 8
Missouri Valley Partners, Inc. 8
Navigation Wealth Management, Inc. 8
MN Wealth Advisors, LLC 8
KAMES CAPITAL plc 8
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 8
JRM Investment Counsel, LLC 8
Pfc Capital Group, Inc. 8
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 8
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 8
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 8
Calamos Convertible Opportunities & Income Fund 8
Stuart Chaussee & Associates, Inc. 8
Kepos Capital LP 8
Rfg Holdings, Inc. 8
Investmark Advisory Group LLC 8
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 8
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 8
Luken Investment Analytics, LLC 8
TRANSAMERICA FUNDS - Transamerica Total Return I2 8
Icapital Wealth Llc 8
LWM Advisory Services, LLC 8
PCA Investment Advisory Services Inc. 8
Ewa, Llc 8
Archetype Wealth Partners 8
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 8
Bourgeon Capital Management Llc 8
Washington Capital Management Inc 8
Ken Stern & Associates, Inc. 8
Bank Of Nova Scotia Trust Co 8
Florida Financial Advisors, Llc 8
Manhattan West Asset Management, LLC 8
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 8
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 8
QTR Family Wealth, LLC 8
SRB Corp 8
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 8
Lvm Capital Management Ltd/mi 8
Salient Capital Advisors, LLC 8
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 8
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 8
Hightower 6M Holding, LLC 8
Summitry Llc 8
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 8
J. W. Coons Advisors, LLC 8
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 8
Triad Financial Advisors, Inc. 8
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 8
Northstar Wealth Partners LLC 8
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 8
Altrius Capital Management Inc 8
Knuff & Co LLC 8
PGVFX - FORUM FUNDS - Polaris Global Value Fund 8
Allodium Investment Consultants, LLC 8
JASVX - SARATOGA ADVANTAGE TRUST - James Alpha Structured Credit Value Portfolio Class A 8
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 8
Sterling Investment Counsel, LLC 8
Seed Wealth Management, Inc. 8
Rainey & Randall Investment Management Inc. 8
Christopher J. Hasenberg, Inc 8
Centric Wealth Management 8
HSCVX - Two Roads Shared Trust - Hunter Small Cap Value Fund Class I 8
Trust Co Of Oklahoma 8
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund 8
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 8
Essential Planning, LLC. 8
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 8
Mosley Wealth Management 8
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 8
Emerald Investment Advisers, LLC 8
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 8
Degroof Petercam Asset Management 8
Baker Ellis Asset Management LLC 8
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 8
Ag2r La Mondiale Gestion D'actifs 8
Heritage Wealth Architects, Inc. 8
ROSS\JOHNSON & Associates LLC 8
Vanguard Windsor Funds 8
Omega Advisors Inc. 8
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 8
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 8
rebel Financial LLC 8
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 8
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 8
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 8
Port Capital LLC 8
Fairhaven Wealth Management, LLC 8
Mitsubishi UFJ Securities Holdings Co., Ltd. 8
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 8
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 8
Carnick & Kubik, LLC 8
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 8
Calamos Convertible & High Income Fund 8
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 8
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 8
Stringer Asset Management, Llc 8
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 8
West Coast Financial LLC 8
Options Solutions, Llc 8
Infinity Wealth Counsel, LLC 8
Benin Management CORP 8
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 8
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 8
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 8
Havemeyer Place LP 8
Davidson & Garrard Inc 8
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 8
Atlantic Private Wealth, LLC 8
Tolleson Wealth Management, Inc. 8
Bank & Trust Co 8
Third Avenue Management Llc 8
Spurstone Advisory Services, LLC 8
Compton Capital Management Inc /ri 8
GDS Wealth Management 8
Sightline Wealth Advisors, LLC 8
Jabre Capital Partners S.A. 8
British Airways Pensions Investment Management Ltd 8
Twin Capital Management Inc 8
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 8
TEXN - iSHARES TRUST - iShares Texas Equity ETF 8
TCF National Bank 8
Capital One Financial Corp 8
Aegon Asset Management Uk Plc 8
Offit Capital Advisors Llc 8
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 8
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 8
RAAX - VanEck Vectors ETF Trust - VanEck Vectors Real Asset Allocation ETF 8
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 8
Hermes Investment Management Ltd 8
Advocate Investing Services LLC 8
Means Investment Co., Inc. 8
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 8
Spirit Of America Management Corp/ny 8
Silver Capital Management Llc 8
Belmont Global Advisors, Inc. 8
Brouwer & Janachowski, LLC 8
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 8
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 8
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 8
Beck Bode, LLC 8
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 8
Milestones Private Investment Advisors LLC 8
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 8
REDW Wealth LLC 8
Action Point Financial Planning, Llc 8
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 8
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 8
FJ Capital Long/Short Equity Fund 8
Cornerstone Advisors Asset Management, Inc 8
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 8
Birchbrook, Inc. 8
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 8
Old Dominion Capital Management Inc 8
National Philanthropic Trust 8
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 8
Bnp Paribas 8
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 8
Asset Planning Services, Ltd. 8
Mubadala Investment Co PJSC 8
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 8
Woodline Partners LP 8
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 8
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 8
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 8
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 8
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 8
Peak Capital Management Llc 8
Midwest Professional Planners, LTD. 8
RiverTree Advisors, LLC 8
Foresight Capital Management Advisors, Inc. 8
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 8
Grandview Asset Management LLC 8
Cushing Capital Partners, LLC 8
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 8
Fiduciary Planning LLC 8
Bensler, LLC 8
AustralianSuper Pty Ltd 8
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 8
Callahan Advisors, LLC 8
Penobscot Wealth Management 8
SBHVX - Investment Managers Series Trust - Segall Bryant & Hamill Small Cap Value Fund 8
Asset Management Corp /il/ /adv 8
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 8
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 8
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 8
Snow Capital Management Lp 8
Vivaldi Opportunities Fund 8
Family Investment Center, Inc. 8
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares 8
VSTIX - VALIC Co I - Stock Index Fund 8
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 8
Awm Capital, Llc 8
Guidance Point Advisors, LLC 8
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 8
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 8
Renaissance Group Llc 8
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 8
Braun Stacey Associates Inc 8
Valtinson Bruner Financial Planning LLC 8
Safe Harbor Fiduciary, LLC 8
Redwood Investments, LLC 8
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 8
ETF Store, Inc. 8
BFIX - Build Funds Trust - Build Bond Innovation ETF 8
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 8
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 8
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 8
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 8
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 8
Tri-continental Corp 8
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 8
Opes Wealth Management LLC 8
Lehman Kenneth R 8
VCCCX - VALIC Co I - Capital Conservation Fund 8
Harvest Capital Management Inc 8
Gould Asset Management Llc /ca/ 8
MBL Wealth, LLC 8
Pax World Management Llc 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 8
Green Harvest Asset Management LLC 8
CWSIX - Chartwell Funds - Chartwell Small Cap Value Fund 8
Loews Corp 8
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 8
Fort Vancouver Investment Management, LLC 8
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 8
Emfo, Llc 8
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 8
Western Asset Variable Rate Strategic Fund Inc. 8
Alpine Bank Wealth Management 8
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 8
Members Wealth Llc 8
MANA Advisors LLC 8
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 8
INPPX - Collaborative Investment Series Trust - Preferred - Plus Class A 8
Jamison Eaton & Wood Inc /nj 8
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 8
Legacy Financial Group, Inc. 8
Black Diamond Financial, LLC 8
Global Macro Portfolio - Global Macro Portfolio 8
Eukles Asset Management 8
SVA Wealth Management, LLC 8
Keeler THomas Management LLC 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 8
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 8
Militia Capital Partners, LP 8
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 8
EHP Funds Inc. 8
AQGNX - AQR Funds - AQR Global Equity Fund Class N 8
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 8
Bank Of The West 8
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 8
WealthTrust Asset Management, LLC 8
Seelaus Asset Management LLC 8
Smith Anglin Financial, LLC 8
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 8
Bannerman Wealth Management Group, Llc 8
Lombardia Capital Partners Llc 8
SFY - Tidal ETF Trust - SoFi Select 500 ETF 8
Cauble & Harre Wealth Management, Inc. 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 8
Resolute Advisors LLC 8
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 8
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 8
Probity Advisors, Inc. 8
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 8
Kinneret Advisory, LLC 8
Alta Advisers Ltd 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 8
E Fund Management Co., Ltd. 8
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 8
Mfs Intermediate Income Trust 8
WIREX - PFS FUNDS - Wireless Fund 8
TradeLink Capital LLC 8
RMBFX - RMB INVESTORS TRUST - RMB Mendon Financial Long/Short Fund Class A 8
Arcadia Wealth Management, Inc. 8
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 8
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 8
LifeSteps Financial, Inc. 8
Chicago Wealth Management, Inc. 8
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 8
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund 8
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 8
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 8
Independence Advisors, LLC 8
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 8
Southland Equity Partners LLC 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 8
Mezzasalma Advisors, LLC 8
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 8
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 8
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 8
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 8
Brass Tax Wealth Management, Inc 8
Martin & Co Inc /tn/ 8
Optimize Financial Inc 8
Willner & Heller, Llc 8
Sirios Capital Management L P 8
Thornburg Investment Management Inc 8
Ariel Investments, Llc 8
Truffle Hound Capital, LLC 8
Bank of Jackson Hole Trust 8
TrueMark Investments, LLC 8
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 8
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 8
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 8
Comprehensive Money Management Services LLC 8
Prudential Global Short Duration High Yield Fund, Inc. 8
Lokken Investment Group LLC 8
Core Wealth Advisors, Llc 8
Verdad Advisers, LP 8
FAINX - MSS Series Trust - Fallen Angels Income Fund 8
Kabarec Financial Advisors, Ltd. 8
Seneschal Advisors, LLC 8
PSMC - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Conservative Multi-Asset Allocation ETF 8
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 8
McCollum Christoferson Group LLC 8
Isi Strategy Fund Inc 8
EVGLX - World Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 8
Trutina Financial LLC 8
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 8
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 8
Aquila Investment Management LLC 8
O'ROURKE & COMPANY, Inc 8
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 8
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 8
UNIVEST FINANCIAL Corp 8
PSMB - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Balanced Multi-Asset Allocation ETF 8
Sanchez Gaunt Capital Management, LLC 8
Northcape Wealth Management, Llc 8
PSMM - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Moderately Conservative Multi-Asset Allocation ETF 8
Sharper & Granite LLC 8
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 8
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 8
Nordwand Advisors, LLC 8
SCIU - Global X Funds - Global X Scientific Beta US ETF 8
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 8
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 8
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 8
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 8
Palisades Hudson Asset Management, L.P. 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 8
Whitebox Mutual Funds 8
Hill Island Financial Llc 8
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 8
Longview Financial Advisors, Inc. 8
Pzena Investment Management Llc 8
Mizuho Asset Management Co.,Ltd. 8
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 8
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 8
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 8
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 8
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 8
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 8
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 8
Delap Wealth Advisory, Llc 8
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 8
Arista Wealth Management, LLC 8
Nicholas Company, Inc. 8
Findlay Park Partners LLP 8
Okabena Investment Services Inc 8
Kennebec Savings Bank 8
Lecap Asset Management Ltd 8
Axiom Financial Strategies, LLC 8
CenturyLink Investment Management Co 8
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 8
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 8
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 8
Trust Co Of Virginia /va 8
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 8
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 8
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 8
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 8
Watson Rebecca 8
Green Arrow Capital Management Llc 8
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 8
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 8
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 8
360 Financial, Inc. 8
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 8
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 8
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 8
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 8
Gluskin Sheff & Assoc Inc 8
Advisors Preferred Trust - The Gold Bullion Strategy Portfolio 8
Bluedoor Private Wealth, Llc 8
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 8
Avant Capital LLC 8
Calamos Dynamic Convertible & Income Fund 8
Filbrandt Wealth Management, LLC 8
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 8
Rinkey Investments 8
Criterion Capital Advisors, Llc 8
Cohen & Steers Total Return Realty Fund Inc 8
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 8
Cornerstone Wealth Partners, LLC 8
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 8
Fusion Investment Group, LLC 8
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 8
Matauro, Llc 8
Rakuten Investment Management, Inc. 8
Triasima Portfolio Management inc. 8
Fairman Group, LLC 8
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 8
QGLDX - Advisors Preferred Trust - The Gold Bullion Strategy Fund Investor Class Shares 8
Select Equity Group, L.P. 8
New Hampshire Trust 8
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 8
Millington Financial Advisors, LLC 8
Tactive Advisors, LLC 8
Shoker Investment Counsel, Inc. 8
Stratton Management Co 8
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 8
PartnerRe Asset Management CORP 8
Brainard Capital Management LLC 8
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 8
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 8
Sarasin & Partners LLP 8
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 8
Bnc Wealth Management, Llc 8
Thrive Wealth Management, LLC 8
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 8
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 8
Brown Miller Wealth Management, LLC 8
Osmosis Investment Management UK Ltd 8
BCR Wealth Strategies, LLC 8
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 8
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 8
Sowa Financial Group, Inc. 8
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 8
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 8
Baader Bank INC 8
Fortune Financial Advisors, LLC 8
Columbia River Financial Group, LLC 8
Parr Mcknight Wealth Management Group, Llc 8
Kentucky Trust Co 8
Trust Asset Management LLC 8
Integris Wealth Management, LLC 8
McMill Wealth Management 8
Alliance Wealth Management Group 8
First National Advisers, LLC 8
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 8
Ironbridge Funds, Inc. 8
Gambit Capital Management, LLC 8
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 8
Axecap Investments, LLC 8
Chiron Capital Management, Llc 8
Joule Financial, LLC 8
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 8
Polianta Ltd 8
Northeast Investment Management 8
Kaydan Wealth Management, Inc. 8
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 8
First Niagara Bank 8
Morningstar Investment Management LLC 8
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 8
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class 8
Trellis Wealth Advisors LLC 8
Moab Capital Partners LLC 8
VEGN - ETF Series Solutions - US Vegan Climate ETF 8
Middleton & Co Inc/ma 8
Cleararc Capital Inc 8
Ray Gerald L & Associates Ltd 8
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 8
Olstein Capital Management, L.P. 8
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 8
Ridgeworth Funds 8
Advantage Trust Co 8
Westbourne Investments, Inc. 8
Grace Capital 8
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 8
Vance Wealth, Inc. 8
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 8
Gabelli Dividend & Income Trust 8
MB Generational Wealth, LLC 8
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 8
Fortitude Financial, LLC 8
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 8
Campbell Wealth Management 8
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 8
First Trust High Income Long/short Fund 8
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 8
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 8
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 8
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 8
Wells Fargo Global Dividend Opportunity Fund 8
Arrowroot Family Office, LLC 8
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 8
Spotlight Asset Group, Inc. 8
Legacy Edge Advisors, LLC 8
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 8
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 8
Uncommon Cents Investing LLC 8
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 8
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 8
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 8
Cahaba Wealth Management, Inc. 8
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 8
Tradewinds Global Investors, LLC 8
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 8
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 8
Burns J W & Co Inc/ny 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 8
Treasure Coast Financial Planning 8
IronBridge Private Wealth, LLC 8
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 8
BigSur Wealth Management LLC 8
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 8
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 8
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 8
Farmers Trust Co 8
First Washington CORP 8
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 8
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 8
Pegasus Partners Ltd. 8
F&C Asset Management plc 8
TOWER TRUST Co 8
Harmony Asset Management Llc 8
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 8
First Business Financial Services, Inc. 8
Beta Wealth Group, Inc. 8
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 8
Bluesphere Advisors, LLC 8
State of New Jersey Common Pension Fund A 8
AssuredPartners Investment Advisors, LLC 8
Woodstock Corp 8
Hudson Capital Management LLC 8
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 8
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 8
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 8
Shoals Capital Management Lp 8
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 8
Cerro Pacific Wealth Advisors LLC 8
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 8
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 8
NovaPoint Capital, LLC 8
Anchorage Capital Group, L.L.C. 8
Amarillo National Bank 8
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 8
Laurel Oak Wealth Management, Llc 8
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 8
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 8
Armistice Capital, Llc 8
Euclid Advisors LLC 8
Rampart Investment Management Company, LLC 8
Kettle Hill Capital Management, Llc 8
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 8
Game Creek Capital, LP 8
Parkshore Wealth Management, Inc. 8
Private Bank & Trust Co 8
Oakwell Private Wealth Management, LLC 8
3EDGE Asset Management, LP 8
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 8
Graham Capital Wealth Management, Llc 8
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 8
Vestment Financial LLC 8
Beach Investment Counsel Inc/pa 8
Core Alternative Capital 8
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 8
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 8
Czech National Bank 8
Leigh Baldwin & Co., Llc 8
Ohio National Investments, Inc. 8
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 8
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 8
JD Financial Services Inc. 7
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 7
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 7
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 7
First Pacific Advisors, LP 7
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 7
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 7
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 7
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 7
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 7
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 7
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 7
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 7
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 7
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 7
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 7
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 7
Grayhawk Investment Strategies Inc. 7
FSM Wealth Advisors, LLC 7
Underlying Funds Trust 7
Fingerlakes Wealth Management, Inc. 7
Autumn Glory Partners, LLC 7
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 7
VELA Funds - VELA Income Opportunities Fund Class A 7
Carroll Investors, Inc 7
Seaside Wealth Management, Inc. 7
Wealth Advisors of Tampa Bay, LLC 7
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 7
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 7
Jarislowsky, Fraser Ltd 7
Relaxing Retirement Coach 7
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 7
Ssga Master Trust 7
Murphy, Middleton, Hinkle & Parker, Inc. 7
Derby & Company, Inc 7
Brewin Dolphin Wealth Management Ltd 7
LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS 7
Theory Financial Llc 7
Partners Capital Investment Group, Llp 7
Cooper/haims Advisors, Llc 7
Hancock Whitney Investment Services Inc. 7
Clifford Capital Partners Llc 7
Wealthshield, Llc 7
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 7
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 7
NLB Skladi, upravljanje premozenja, d.o.o. 7
Pimco Income Opportunity Fund 7
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 7
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A 7
Dynasty Wealth Management, Llc 7
Benson Wealth Management INC 7
Keystone Wealth Services, LLC 7
Lindenwold Advisors 7
Catalyst Financial Partners Llc 7
Etfidea, Llc 7
Financial Life Advisors 7
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 7
GEM Asset Management, LLC 7
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 7
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 7
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 7
Sfam, Llc 7
Cornell Pochily Investment Advisors, Inc. 7
Standard Life Investments LTD 7
Horizon Family Wealth, Inc. 7
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 7
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 7
Planning Directions Inc 7
Rice Partnership, LLC 7
Commonwealth Retirement Investments LLC 7
Next Level Private LLC 7
AM Squared Ltd 7
Wealth Management Resources, Inc. 7
Schwab Charitable Fund 7
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 7
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 7
Cora Capital Advisors Llc 7
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 7
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 7
Providence Wealth Advisors, LLC 7
LFA - Lugano Financial Advisors SA 7
American Planning Services, Inc. 7
Harvest Portfolios Group Inc. 7
Corsair Capital Management, L.p. 7
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 7
VELA Investment Management, LLC 7
Hotaling Investment Management, LLC 7
Carson Advisory Inc. 7
Kraft, Davis & Associates, LLC 7
Asset Allocation Strategies LLC 7
Norwood Financial Corp 7
United Income, Inc. 7
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 7
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 7
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 7
SmartHarvest Portfolios, LLC 7
FCTFX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Municipal Income Fund 7
Wallace Advisory Group, LLC 7
Concentrum Wealth Management 7
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 7
Vista Finance, Llc 7
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 7
Mizuho Securities Usa Llc 7
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 7
Community Capital Management, Inc. 7
Aristides Capital LLC 7
Sargent Investment Group, LLC 7
Flagstone Financial Management 7
Invesco High Income Trust Ii 7
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 7
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 7
Francis Financial, Inc. 7
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 7
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 7
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 7
Astrantus Ltd 7
Peterson Wealth Services 7
Money Design Co.,Ltd. 7
Del-Sette Capital Management, LLC 7
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 7
Whitaker-Myers Wealth Managers, LTD. 7
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 7
Gilbert & Cook, Inc. 7
Sebold Capital Management, Inc. 7
Landmark Wealth Management, LLC 7
Greenline Wealth Management LLC 7
Circle Wealth Management, LLC 7
Johnson Financial Group, LLC 7
Andrew Hill Investment Advisors, Inc. 7
DoubleLine ETF Adviser LP 7
Moneywise, Inc. 7
Foster Victor Wealth Advisors, LLC 7
CMC Financial Group 7
Atwater Malick LLC 7
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 7
DBK Financial Counsel, LLC 7
Shorepoint Capital Partners LLC 7
PagnatoKarp Partners LLC 7
Dopkins Wealth Management, Llc 7
C-J Advisory, Inc. 7
Ccg Wealth Management, Llc 7
Moseley Investment Management Inc 7
Clear Street Llc 7
Highfields Capital Management Lp 7
Values Added Financial LLC 7
Narus Financial Partners, LLC 7
Spectrum Wealth Advisory Group, LLC 7
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 7
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 7
Matrix Trust Co 7
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 7
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 7
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 7
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 7
JB Capital LLC 7
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 7
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 7
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 7
Financial Advisors Network, Inc. 7
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 7
Riverpoint Wealth Management Holdings, LLC 7
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 7
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 7
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 7
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 7
WP Advisors, LLC 7
Armor Investment Advisors, LLC 7
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 7
Concentric Wealth Management, Llc 7
Abbrea Capital, LLC 7
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 7
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 7
Etesian Wealth Advisors, Inc. 7
NSI Retail Advisors, LLC 7
Strycker View Capital Llc 7
Radnor Capital Management, LLC 7
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 7
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 7
JTC Employer Solutions Trusteee Ltd 7
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 7
O'Brien Wealth Partners LLC 7
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 7
Advisor Consultant Network Inc 7
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 7
Rogco, Lp 7
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 7
Stux Capital Management, LLC 7
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 7
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 7
Vantus Wealth LLC 7
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 7
Yellowstone Partners, LLC 7
MEMBERS Trust Co 7
Heartland Bank & Trust Co 7
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 7
Physician Wealth Solutions Inc. 7
Regency Capital Management Inc.\DE 7
Comprehensive Wealth Management, LLC 7
Rivernorth Capital Management, Llc 7
Dialectic Capital Management, Lp 7
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 7
Shotwell Rutter Baer Inc 7
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 7
Perimeter Capital Partners, LLC 7
Catamount Wealth Management 7
Navalign, LLC 7
Acas, Llc 7
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 7
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 7
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 7
Cetera Trust Company, N.A 7
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 7
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 7
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 7
NOSIX - Northern Funds - Northern Stock Index Fund 7
NOLCX - Northern Funds - Northern Large Cap Core Fund 7
Ferguson Johnson Wealth Management Inc 7
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 7
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 7
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 7
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 7
Nuance Investments, Llc 7
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 7
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 7
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 7
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 7
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 7
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 7
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 7
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 7
Dai-ichi Life Holdings, Inc. 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 7
Cornerstone Capital, Inc. 7
Kiely Wealth Advisory Group, Inc. 7
Efficient Frontier Advisors LLC 7
Navis Wealth Advisors, LLC 7
ClearAlpha Technologies LP 7
Sprinkle Financial Consultants LLC 7
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 7
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 7
Bickling Financial Services, Inc. 7
Twin Lakes Capital Management, LLC 7
Tranquilli Financial Advisor LLC 7
Duquesne Family Office LLC 7
EnRich Financial Partners LLC 7
PACIFIC SELECT FUND - Equity Index Portfolio Class I 7
Eaton-Cambridge Inc. 7
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 7
Tegean Capital Management, Llc 7
Taddei, Ludwig & Associates, Inc. 7
Lakeridge Wealth Management LLC 7
Clearview Wealth Management LLC 7
Battery Global Advisors, LLC 7
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 7
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 7
Tacita Capital Inc 7
QSV Equity Investors LLC 7
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 7
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 7
Governors Lane LP 7
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 7
Hoese & Co LLP 7
KKM Financial LLC 7
Heron Bay Capital Management 7
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 7
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 7
Boyer & Corporon Wealth Management, LLC 7
Bull Harbor Capital LLC 7
Quantum Capital Management, LLC / NJ 7
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 7
Pring Turner Capital Group Inc 7
AMFAX - Natixis Funds Trust II - ASG Managed Futures Strategy Fund Class A 7
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 7
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 7
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 7
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 7
WTSVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Dividend Fund -Retail Class 7
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 7
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 7
Ark & Tlk Investments, Llc 7
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 7
BlueChip Wealth Advisors LLC 7
Davidson Kempner Capital Management Lp 7
Cooksen Wealth, LLC 7
Warberg Asset Management LLC 7
waypoint wealth counsel 7
Yahoo Inc 7
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 7
Mainsail Asset Management, Llc 7
Chartwell Investment Partners/pa 7
Lane & Associates LLC 7
Adams Hall Wealth Advisors, LLC 7
Li Winifred I 7
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 7
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 7
Strategic Financial Services, Inc, 7
Johnson Bixby & Associates, LLC 7
Tilden Park Management I LLC 7
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 7
Beaumont Capital Management, LLC 7
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 7
Accordant Advisory Group Inc 7
Verde Servicos Internacionais S.A. 7
ARS Wealth Advisors, LLC 7
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 7
Phoenix Wealth Advisors 7
Tenon Financial LLC 7
Catalina Capital Group, LLC 7
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 7
Matisse Capital 7
Bond & Devick Financial Network, Inc. 7
Kesler, Norman & Wride, LLC 7
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 7
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 7
Fiduciary Family Office, Llc 7
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 7
International Private Wealth Advisors LLC 7
WFTAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intermediate Tax/AMT-Free Fund Class A 7
Mizuho Markets Americas Llc 7
Atlanta Consulting Group Advisors, LLC 7
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 7
Kleinwort Benson Investors Dublin Ltd 7
Vista Investment Partners Llc 7
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 7
Peak Financial Advisors Llc 7
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 7
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 7
Pecaut & Co. 7
Ark Wealth Advisors LLC 7
Fiduciary Financial Group, Llc 7
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 7
Strategic Global Advisors, LLC 7
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 7
Waypoint Wealth Partners Inc. 7
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 7
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 7
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 7
Hunter Associates Investment Management Llc 7
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 7
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 7
Crusonia Wealth Advisors LLC 7
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 7
BHR Capital LLC 7
10-15 Associates, Inc. 7
Sterne Agee Group, Inc. 7
McLean Asset Management Corp 7
Birchwood Financial Partners, Inc. 7
Mariner Investment Group Llc 7
Correct Capital Wealth Management 7
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 7
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 7
Blossom Wealth Management 7
Drucker Wealth 3.0, LLC 7
Aviso Financial Inc. 7
Blue Edge Capital, LLC 7
Johnson Midwest Financial, LLC 7
Goodwin Investment Advisory 7
Loeb Partners Corp 7
Eclectic Associates Inc /adv 7
Somerset Trust Co 7
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 7
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I 7
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 7
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 7
Custom Portfolio Group LLC 7
Carrera Capital Advisors 7
ACVF - ETF Opportunities Trust - American Conservative Values ETF 7
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 7
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 7
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 7
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 7
EHLS - Tidal Trust II - Even Herd Long Short ETF 7
Mcrae Capital Management Inc 7
Fagan Associates, Inc. 7
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 7
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 7
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 7
Sanchez Levi Garrett 7
NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF 7
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 7
Orinda Asset Management LLC 7
BWM Planning, LLC 7
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 7
Sun Financial Inc 7
S&co Inc 7
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 7
Fortress Investment Group LLC 7
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 7
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 7
Jacobson & Schmitt Advisors, Llc 7
Jeppson Wealth Management, Llc 7
Madrid Wealth Management, LLC 7
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 7
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 7
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 7
Baron Financial Group, LLC 7
Concord Asset Management, LLC/VA 7
Paracle Advisors, LLC 7
Everstar Asset Management, LLC 7
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 7
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 7
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 7
Legacy Capital Partners, Inc. 7
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 7
Van Den Berg Management I, Inc 7
Valued Retirements, Inc. 7
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 7
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 7
HighTower Trust Services, LTA 7
Gyroscope Capital Management Group, Llc 7
VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative 7
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 7
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 7
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 7
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 7
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 7
Private Capital Management 7
Fenimore Asset Management Trust 7
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 7
SMART Wealth LLC 7
Community Trust & Investment Co 7
Exxonmobil Investment Management Inc /tx 7
Gendell Jeffrey L Et Al 7
SK Wealth Management, LLC 7
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 7
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 7
B & T Capital Management DBA Alpha Capital Management 7
Interactive Financial Advisors 7
High Point Wealth Management, LLC 7
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 7
Cue Financial Group, Inc. 7
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 7
Eagle Capital Management, LLC 7
Horst & Graben Wealth Management LLC 7
Securian Funds Trust - SFT Index 500 Fund Class 1 7
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 7
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 7
Union Bancaire Privee, UBP SA 7
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 7
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 7
Astor Investment Management LLC 7
Reflection Asset Management 7
Nadler Financial Group, Inc. 7
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 7
Cohen Capital Management, Inc. 7
PENN SERIES FUNDS INC - Index 500 Fund 7
PENN SERIES FUNDS INC - Mid Core Value Fund 7
PENN SERIES FUNDS INC - Smid Cap Value Fund 7
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 7
DGMMX - World Funds Trust - DGHM MicroCap Value Fund Investor Class 7
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 7
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 7
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 7
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 7
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 7
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 7
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 7
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 7
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 7
Centricity Wealth Management, LLC 7
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 7
Wealth Management Nebraska 7
Chemung Canal Trust Co 7
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 7
Carret Asset Management, Llc 7
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 7
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 7
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 7
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 7
RFIMX - Ranger Funds Investment Trust - Ranger Micro Cap Fund Institutional Class 7
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 7
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 7
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 7
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 7
Atherton Lane Advisers, Llc 7
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 7
Kenmare Capital Partners, L.L.C. 7
BancorpSouth Inc 7
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 7
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 7
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 7
Hopwood Financial Services, Inc. 7
Madison Investment Advisors, LLC 7
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 7
one8zero8, LLC 7
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 7
Hamrick Investment Counsel, llc 7
Generali Asset Management SPA SGR 7
Clarity Wealth Development LLC 7
Dumont & Blake Investment Advisors Llc 7
EVFMX - World Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund R4 Class Shares 7
Runnymede Capital Advisors, Inc. 7
EVFGX - World Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund R4 Class Shares 7
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 7
Delta Capital Management Llc 7
Intellus Advisors LLC 7
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 7
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 7
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 7
55 North Private Wealth, LLC 7
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 7
Guild Investment Management, Inc. 7
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 7
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 7
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 7
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 7
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 7
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 7
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 7
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 7
Broadway Wealth Solutions, Inc. 7
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 7
QFITX - Advisors Preferred Trust - Quantified Tactical Fixed Income Fund Investor Class Shares 7
Biondo Investment Advisors, LLC 7
Ikos Cif Ltd 7
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 7
Nikko Asset Management Americas, Inc. 7
MU Investments Co., Ltd. 7
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 7
Crux Wealth Advisors 7
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 7
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 7
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 7
Guardian Life Insurance Co Of America 7
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 7
First Dallas Securities Inc. 7
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 7
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 7
Walled Lake Planning & Wealth Management, Llc 7
Mechanics Bank Trust Department 7
Parsec Financial Management, Inc. 7
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 7
Kanawha Capital Management Llc 7
Fortaleza Asset Management Inc/ 7
Wellspring Financial Advisors, LLC 7
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund 7
Chapman Financial Group, Llc 7
Mufg Securities Americas Inc. 7
Blue Capital, Inc. 7
Fortress Private Ledger, Llc 7
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 7
E Fund Management (Hong Kong) Co., Ltd. 7
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 7
Falcon Point Capital, Llc 7
Daiwa Capital Markets America Inc. 7
Glg Inc. 7
Blue Chip Partners, Inc. 7
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 7
Deltec Asset Management Llc 7
Fulton Breakefield Broenniman Llc 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 7
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 7
Tema Etfs Llc 7
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 7
Independent Wealth Advisors LLC 7
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 7
Talon Private Wealth, LLC 7
Arena Investors LP 7
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 7
Supplemental Annuity Collective Trust of NJ 7
New Jersey Better Educational Savings Trust 7
Ifrah Financial Services, Inc. 7
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 7
Caldwell & Orkin Inc 7
First Commonwealth Financial Corp /pa/ 7
FT Vest Rising Dividend Achievers Total Return Fund 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 7
Domani Wealth, LLC 7
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 7
American Century Investment Management Inc 7
Greatmark Investment Partners, Inc. 7
Uniplan Investment Counsel, Inc. 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 7
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 7
Harbour Investment Management Llc 7
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 7
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 7
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 7
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 7
Reynolds Capital Management Llc 7
MSCFX - Mairs & Power Funds Trust - Mairs & Power Small Cap Fund Investor Class 7
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 7
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 7
Saturna Capital CORP 7
South Plains Financial, Inc. 7
DWM Financial Group, Inc. 7
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 7
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 7
Avant Financial Advisors LLC 7
McNaughton Wealth Management, LLC 7
EULAV Asset Management 7
Xtx Markets Llc 7
Sentry Investment Management Llc 7
Tounjian Advisory Partners, Llc 7
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 7
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 7
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 7
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 7
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 7
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 7
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 7
Sensenig Capital Advisors, Inc 7
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 7
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 7
Profunds - Profund Vp Large-cap Value 7
Mb, Levis & Associates, Llc 7
Profunds - Profund Vp Bull 7
Profunds - Profund Vp Ultrabull 7
ASR Vermogensbeheer N.V. 7
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 7
Marcum Wealth, LLC 7
Live Oak Private Wealth LLC 7
Forefront Wealth Partners, LLC 7
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 7
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 7
Essex Private Wealth Management, LLC 7
CFO4Life, L.P. 7
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 7
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 7
De Burlo Group Inc 7
Peloton Wealth Strategists 7
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 7
Bridgewealth Advisory Group, LLC 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 7
Indie Asset Partners, LLC 7
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 7
Iridian Asset Management Llc/ct 7
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 7
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 7
Ferguson Shapiro LLC 7
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C 7
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 7
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 7
Spdr S&p 500 Etf Trust 7
Patriot Financial Partners Lp 7
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 7
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 7
Oslo Pensjonsforsikring AS 7
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 7
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 7
Equity Wealth Partners, LLC 7
Lloyds Banking Group plc 7
Lighthouse Financial Advisors, Inc. 7
PBMares Wealth Management LLC 7
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 7
Everett Harris & Co /ca/ 7
Meadow Creek Wealth Advisors Llc 7
ENDW - EA Series Trust - Cambria Endowment Style ETF 7
Vista Wealth Management Group, LLC 7
Spreng Capital Management, Inc. 7
WJ Wealth Management, LLC 7
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 7
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 7
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 7
HORAN Wealth, LLC 7
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 7
Opus Investment Management Inc 7
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 7
Cheviot Value Management, LLC 7
Argyle Capital Partners, LLC 7
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 7
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 7
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 7
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 7
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 7
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 7
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 7
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 7
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 7
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 7
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 7
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 7
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 7
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 7
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 7
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 7
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 7
Granahan Investment Management Inc/ma 7
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 7
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 7
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 7
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 7
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 7
PWS - Pacer Funds Trust - Pacer WealthShield ETF 7
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 7
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 7
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 7
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 7
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 7
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 7
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 7
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 7
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 7
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 7
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 7
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 7
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 7
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 7
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 7
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class 7
BLPIX - Profunds - Bull Profund Investor Class 7
ULPIX - Profunds - Ultrabull Profund Investor Class 7
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 7
LVPIX - Profunds - Large-cap Value Profund Investor Class 7
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 7
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 7
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 7
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 7
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 7
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 7
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 7
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 7
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 7
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 7
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 7
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 7
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 7
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 7
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 7
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 7
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 7
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 7
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 7
KFA Private Wealth Group, LLC 7
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 7
VMCVX - VALIC Co II - Mid Cap Value Fund 7
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 7
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 7
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 7
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 7
Sonoma Allocations LLC 7
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 7
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 7
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 7
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 7
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 7
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 7
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 7
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 7
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 7
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 7
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 7
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 7
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 7
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 7
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 7
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 7
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 7
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 7
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 7
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 7
SSO - PROSHARES TRUST - ProShares Ultra S&P500 7
CXI Advisors 7
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 7
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 7
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 7
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 7
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 7
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 7
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 7
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 7
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 7
Capstone Wealth Management Group, Llc 7
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 7
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 7
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 7
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 7
Range Financial Group LLC 7
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 7
Neuberger Berman High Yield Strategies Fund Inc. 7
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 7
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 7
Trinity Legacy Partners, LLC 6
GFG Capital, LLC 6
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 6
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 6
LifeWealth Investments, LLC 6
TD Securities (USA) LLC 6
Bridge Generations Wealth Management Llc 6
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 6
Canada Post Corp Registered Pension Plan 6
Causeway Capital Management Llc 6
Access Financial Services, Inc. 6
Melone Private Wealth, LLC 6
Gibraltar Capital Management, Inc. 6
Dohj, Llc 6
Indices-Pac Research Corp. 6
Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) 6
FF Advisors,LLC 6
Holderness Investments Co 6
Cadinha & Co Llc 6
BlackRock Multi-Sector Opportunities Trust II 6
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 6
Railway Pension Investments Ltd 6
Bawa N Mallick Trust 6
Villere St Denis J & Co Llc 6
Greenwood Gearhart Inc 6
Jnl Series Trust - Jnl/s&p 4 Fund (a) 6
Southern Michigan Bank & Trust 6
S. R. Schill & Associates 6
One + One Wealth Management, Llc 6
Quilter Plc 6
Pear Tree Advisors Inc 6
Lifelong Wealth Advisors, Inc. 6
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 6
Urban Financial Advisory Corp 6
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 6
FJ Investments, LLC 6
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 6
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A 6
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 6
Columbia Advisory Partners Llc 6
Exane Asset Management 6
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 6
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 6
Wealth Enhancement & Preservation of GA, LLC 6
Yoder Wealth Management, Inc. 6
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 6
Mastrapasqua Asset Management Inc 6
Badgley Phelps & Bell Inc 6
Prism Advisors, Inc. 6
Baldwin Investment Management, LLC 6
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 6
Satovsky Asset Management Llc 6
Nova R Wealth, Inc. 6
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 6
Auxano Advisors, LLC 6
Helen Stephens Group, LLC 6
Private Wealth Advisors, Inc. 6
TAMRO Capital Partners LLC 6
White Pine Investment CO 6
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 6
LaFleur & Godfrey LLC 6
Covenant Partners, LLC 6
Arrowgrass Capital Partners (us) Lp 6
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 6
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 6
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 6
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class 6
Conservest Capital Advisors, Inc. 6
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 6
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 6
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 6
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 6
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 6
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 6
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 6
Sentinel Group Funds Inc 6
Outfitter Advisors, Ltd. 6
Brave Asset Management Inc 6
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 6
H&H Retirement Design & Management INC 6
Grey Street Capital, LLC 6
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 6
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 6
Institutional Investment Strategy Fund 6
Midwest Heritage Bank, FSB 6
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 6
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 6
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 6
London Co Of Virginia 6
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares 6
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 6
Prince Street Capital Management LLC 6
FUKOKU MUTUAL LIFE INSURANCE Co 6
Summit Financial Group, Inc. 6
Vanguard Specialized Funds 6
Legg Mason Investment Counsel & Trust Co., N.A. 6
Albert D Mason Inc 6
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 6
Hudson Valley Investment Advisors Inc /adv 6
Banyan Partners, LLC 6
VCBCX - VALIC Co I - Blue Chip Growth Fund 6
Sage Capital Advisors,llc 6
Manning & Napier Group, LLC 6
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 6
Decker Wealth Management LLC 6
Euro Pacific Asset Management, LLC 6
Mediolanum International Funds Ltd 6
BSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class N 6
Amici Capital, LLC 6
London & Capital Asset Management Ltd 6
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 6
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 6
Gruber & Mcbaine Capital Management Llc 6
Evelyn Partners Investment Management LLP 6
Benchmark Investment Advisors LLC 6
X-Square Capital, LLC 6
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 6
Lifestyle Asset Management, Inc. 6
Wilkins Investment Counsel Inc 6
CFG Wealth Management Services, Inc. 6
Orgel Wealth Management, LLC 6
Brooklyn FI, LLC 6
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 6
Spouting Rock Asset Management, LLC 6
Midwest Financial Group LLC 6
Alpha Financial Advisors, LLC 6
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 6
Longview Financial Advisors LLC 6
GPMFX - GPS Funds II - GuidePath(R) Managed Futures Strategy Fund Service Shares 6
Oaktree Capital Management Lp 6
Orin Green Financial, LLC 6
Penbrook Management LLC 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 6
Lourd Capital, LLC 6
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 6
Baron Wealth Management LLC 6
Cooke & Bieler Lp 6
JFG Wealth Management, LLC 6
Wealth Management Partners, LLC 6
Cove Street Capital, LLC 6
Amussen Hunsaker Associates Llc 6
Adamsbrown Wealth Consultants Llc 6
Ridgecrest Wealth Partners, Llc 6
LongView Wealth Management 6
Foguth Wealth Management, LLC. 6
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 6
CQS Cayman LP 6
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 6
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 6
First Financial Bankshares Inc 6
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 6
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 6
American Assets Investment Management, LLC 6
Intergy Private Wealth, LLC 6
Harrington Investments, INC 6
Fund Evaluation Group, LLC 6
Fintrust Investment Advisory Services, Llc 6
Legacy Trust 6
Pergamon Offshore Advisors, L.P. 6
Cito Capital Group, LLC 6
Applied Capital LLC 6
Rather & Kittrell, Inc. 6
INKM - SSGA Active Trust - SPDR SSGA Income Allocation ETF 6
Lgl Partners, Llc 6
Freedom Financial Partners LLC 6
ULTRA SERIES FUND - Diversified Income Fund Class I 6
Anson Capital, Inc. 6
Rock Point Advisors, LLC 6
Barry Investment Advisors, LLC 6
Aristotle Capital Management, LLC 6
Islet Management, LP 6
Libra Wealth Llc 6
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 6
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 6
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 6
White Lighthouse Investment Management Inc. 6
71 West Capital Partners 6
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 6
Bridge Creek Capital Management LLC 6
KLCM Advisors, Inc. 6
Naviter Wealth, LLC 6
Fidelity D & D Bancorp Inc 6
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 6
Compton Wealth Advisory Group, LLC 6
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 6
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 6
Volterra Technologies LP 6
Price Jennifer C. 6
Ascent Wealth Partners, LLC 6
Kerntke Otto McGlone Wealth Management Group 6
McCarthy & Cox 6
Mizuho Securities Co. Ltd. 6
Towercrest Capital Management 6
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 6
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 6
Emprise Bank 6
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 6
Truehand, Inc 6
Mills Wealth Advisors LLC 6
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 6
Maxele Advisors, LLC 6
Coastwise Capital Group, LLC 6
NISPX - Nuveen Managed Accounts Portfolios Trust - Nuveen Preferred Securities and Income Managed Accounts Portfolio Common Shares 6
Embree Financial Group 6
Snyder Capital Management L P 6
Neumeier Poma Investment Counsel Llc 6
Traction Financial Partners, LLC 6
PACIFIC SELECT FUND - Comstock Portfolio Class I 6
Plan Group Financial, LLC 6
Roberts Glore & Co Inc /il/ 6
JFOIX - James Alpha Funds Trust - James Alpha Family Office Fund Class I 6
Youngs Advisory Group, Inc. 6
Dougherty Wealth Advisers LLC 6
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 6
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 6
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 6
4wealth Advisors, Inc. 6
Mcmillion Capital Management Inc 6
Veracity Capital LLC 6
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 6
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 6
Robinson Capital Management, Llc 6
Optimal Asset Management, Inc. 6
Investor's Fiduciary Advisor Network, LLC 6
Davidson Trust Co 6
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 6
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 6
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 6
Garrison Point Advisors, Llc 6
Foresight Wealth Management, LLC 6
Harbor Financial Services, Llc 6
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 6
Bbjs Financial Advisors, Llc 6
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 6
Willis Investment Counsel 6
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 6
Midwestern Financial, LLC /IA 6
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 6
City Of London Investment Management Co Ltd 6
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 6
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 6
QSTAX - Advisors Preferred Trust - Quantified STF Fund Advisor Class Shares 6
May Hill Capital, LLC 6
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares 6
Tower Bridge Advisors 6
Haafor (Singapore) Pte. Ltd. 6
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 6
Caprin Asset Management Llc /adv 6
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 6
Intelligent Financial Strategies 6
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 6
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 6
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 6
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 6
New England Investment & Retirement Group, Inc. 6
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 6
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 6
Quad Capital Management Advisors LLC 6
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 6
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 6
Thrive Capital Management, LLC 6
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 6
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 6
Hedges Asset Management LLC 6
Moulton Wealth Management, Inc 6
Ramirez Asset Management, Inc. 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 6
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 6
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 6
Satuit Capital Management Trust 6
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 6
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 6
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 6
Arvest Trust Co N A 6
Simmons First Trust Co Na 6
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 6
Alphagen Securities Llc 6
FDO Partners, LLC 6
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 6
FirstPurpose Wealth LLC 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 6
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 6
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 6
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 6
ESFIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Fund INSTITUTIONAL CLASS SHARES 6
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 6
Alaska Permanent Capital Management 6
Strategic Capital Group LLC 6
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 6
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 6
Vontobel Swiss Wealth Advisors AG 6
Plimoth Trust Co Llc 6
Elm Ridge Management, LLC 6
NEOS Investment Management LLC 6
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 6
Milestone Asset Management Group, LLC 6
Azimuth Capital Investment Management LLC 6
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 6
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 6
Innovis Asset Management Llc 6
Sugar Maple Asset Management, LLC 6
HMS Capital Management, LLC 6
KM Capital Management Ltd. 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 6
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 6
Putnam Premier Income Trust 6
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 6
Protective Life Corp 6
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 6
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 6
Stiles Financial Services Inc 6
Vickerman & Driscoll Financial Advisors Inc 6
Delaware Investments Dividend & Income Fund, Inc 6
Penn Mutual Asset Management, LLC 6
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 6
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 6
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 6
Orcam Financial Group 6
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 6
Capitol Family Office, Inc. 6
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 6
PSMG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Growth Multi-Asset Allocation ETF 6
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 6
Madrona Financial Services, LLC 6
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 6
Dixon Fnancial Services, Inc. 6
Whalen Wealth Management Inc. 6
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 6
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 6
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 6
Coombe, Bender & Co LLC 6
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 6
Petersen Hastings Wealth Advisors Inc. 6
PointState Capital LP 6
Robinson Value Management, Ltd. 6
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 6
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 6
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 6
Mount Capital Ltd 6
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 6
Owen LaRue, LLC 6
Western Asset Global Corporate Defined Opportunity Fund Inc. 6
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 6
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Global Equity Net Zero ETF 6
Zions Trust, National Association 6
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 6
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 6
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 6
Pinnacle Wealth Management Group, Inc. 6
Worth Financial Advisory Group, LLC 6
Avitas Wealth Management LLC 6
Western Asset Premier Bond Fund 6
PL Capital, LLC 6
Rooted Wealth Advisors, Inc. 6
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 6
Barnes Pettey Financial Advisors, Llc 6
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 6
Delek Group, Ltd. 6
Destiny Capital Corp/CO 6
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 6
Munich Reinsurance Co Stock Corp in Munich 6
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 6
ASB Consultores, LLC 6
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 6
Zimmer Partners, LP 6
Spinnaker Investment Group, LLC 6
Burkett Financial Services, Llc 6
My Purposeful Wealth Corp. 6
Wildermuth Endowment Strategy Fund 6
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 6
Traynor Capital Management, Inc. 6
PPM Funds - PPM Small Cap Value Fund (Inst) 6
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 6
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 6
Blackrock Multi-sector Opportunities Trust 6
Cook Wealth Management Group Llc 6
Groupe la Francaise 6
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 6
Kingdon Capital Management, L.l.c. 6
Eagle Growth & Income Opportunities Fund 6
Two Roads Shared Trust - Anfield Enhanced Market ETF 6
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 6
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 6
Stonegate Investment Group, LLC 6
Oak Root LLC 6
Park Avenue Institutional Advisers LLC 6
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 6
AVGV - AMERICAN CENTURY ETF TRUST - Avantis All Equity Markets Value ETF 6
Sage Capital Management, LLC 6
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 6
Ilmarinen Mutual Pension Insurance Co 6
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 6
Oppenheimer Main Street Small Cap Fund 6
Second Line Capital, LLC 6
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 6
Shellback Capital, LP 6
Private Wealth Advisors, LLC 6
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 6
Focused Alpha, Llc 6
Sonora Investment Management Group, LLC 6
Martin Capital Partners, LLC 6
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 6
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 6
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 6
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 6
Maripau Wealth Management Llc 6
HDV - iSHARES TRUST - iShares Core High Dividend ETF 6
Equity Investment Corp 6
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 6
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 6
Monroe Bank & Trust/mi 6
Xcel Wealth Management, LLC 6
Alliance Wealth Advisors, LLC 6
Minot DeBlois Advisors LLC 6
JS Capital Management LLC 6
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 6
Appaloosa Lp 6
Mountain Lake Investment Management LLC 6
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 6
Meridian Management Co 6
Blue Square Asset Management, Llc 6
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 6
Phase 2 Partners, LLC 6
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 6
Symmetry Investments LP 6
Daiwa SB Investments Ltd. 6
Forefront Analytics, LLC 6
Richard P Slaughter Associates Inc 6
Rainier Group Investment Advisory LLC 6
StellarOne CORP 6
First National Bank of Mount Dora, Trust Investment Services 6
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 6
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 6
Baltimore-Washington Financial Advisors Inc. 6
Deane Retirement Strategies, Inc. 6
WFA Asset Management Corp 6
PICTET BANK & TRUST Ltd 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 6
Sequoia Wealth Management, Llc 6
Pier 88 Investment Partners Llc 6
Managed Account Services Inc 6
CrestPoint Capital Management, LLC 6
Girard Securities, Inc. 6
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 6
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 6
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 6
Cullinan Associates Inc 6
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 6
Loeb King Trust 6
EisnerAmper Wealth Management Corporate Benefits, LLC 6
Am Investment Strategies Llc 6
Constant Guidance Financial LLC 6
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 6
Paragon Capital Management LLC 6
Palo Capital, Inc. 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 6
Trium Capital LLP 6
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 6
VCULX - VALIC Co I - Growth Fund 6
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 6
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 6
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 6
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 6
Wheels Up Wealth, Inc. 6
Arrow Investment Advisors, LLC 6
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 6
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 6
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 6
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 6
JFOIX - SARATOGA ADVANTAGE TRUST - James Alpha Family Office Portfolio Class I 6
Df Dent & Co Inc 6
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 6
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 6
JRVAX - SARATOGA ADVANTAGE TRUST - James Alpha Relative Value Portfolio Class A Shares 6
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 6
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 6
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 6
Affinity Capital Advisors, LLC 6
Mader & Shannon Wealth Management, Inc. 6
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 6
Leverage Partners Absolute Return Fund SPC 6
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 6
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 6
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 6
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 6
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 6
Menard Financial Group LLC 6
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 6
Db-x Exchange-traded Funds Inc. 6
Pennsylvania Capital Management Inc /adv 6
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 6
Blueprint Financial Advisors LLC 6
Obermeyer Wood Investment Counsel, Lllp 6
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 6
Bard Associates Inc 6
Perennial Advisors, LLC 6
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 6
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 6
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 6
Argent Wealth Management LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 6
Blackrock Allocation Target Shares - Bats Series A 6
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 6
HawsGoodwin Investment Management LLC 6
Reynders McVeigh Capital Management, LLC 6
Dymon Asia Capital (singapore) Pte. Ltd. 6
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 6
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 6
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 6
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 6
BCGM Wealth Management, LLC 6
IFG Advisors, LLC 6
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 6
United Bank 6
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 6
Verus Wealth Management, Llc 6
Perpetual Investment Management Ltd 6
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 6
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 6
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 6
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 6
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 6
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 6
Essex LLC 6
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 6
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 6
Aip Series Trust 6
Onefund, Llc 6
Gamble Jones Investment Counsel 6
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 6
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 6
ARS Investment Partners, LLC 6
Sumitomo Life Insurance Co 6
Rs Variable Products Trust 6
Cedar Hill Associates, Llc 6
Delphia (USA) Inc. 6
Sherman Wealth Management LLC 6
One Day In July LLC 6
Wallington Asset Management, LLC 6
Nippon Life Global Investors Americas, Inc. 6
Cumberland Advisors Inc 6
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 6
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 6
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 6
Menlo Advisors Llc 6
Gainplan LLC 6
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 6
Knott David M Jr 6
Pimco Flexible Credit Income Fund 6
Lunt Capital Management, Inc. 6
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 6
IVC Wealth Advisors LLC 6
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 6
BARING ASSET MANAGEMENT Ltd 6
Parkwoods Wealth Partners, LLC 6
Birch Hill Investment Advisors LLC 6
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 6
Lord Abbett Developing Growth Fund, Inc. 6
Sylvest Advisors, LLC 6
Lynch & Associates/in 6
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 6
EJMK Ventures LLC 6
Waverton Investment Management Ltd 6
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 6
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 6
DGSMX - World Funds Trust - DGHM V2000 SmallCap Value Fund Investor Class 6
Loudon Investment Management, LLC 6
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 6
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares 6
Headland Capital, LLC 6
Motley Fool Asset Management LLC 6
Northeast Financial Group, Inc. 6
Belleair Asset Management, LLC 6
Mason Capital Fund Trust - Fundamentals First ETF 6
Spirepoint Private Client, Llc 6
Foothills Asset Management, Ltd. 6
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 6
Westbourne Investment Advisors, Inc. 6
Mid-American Wealth Advisory Group, Inc. 6
RPMAX - Managed Portfolio Series - Reinhart Genesis PMV Fund Investor Class 6
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 6
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 6
Mawer Investment Management Ltd. 6
Emory University 6
AG Campbell Advisory, LLC 6
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 6
Nicholson Wealth Management Group, LLC 6
Insight 2811, Inc. 6
Pure Portfolios Holdings Llc 6
Stratford Consulting, LLC 6
Tiemann Investment Advisors, Llc 6
Tandem Financial, LLC 6
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 6
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I 6
Tealwood Asset Management Inc 6
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 6
Lcnb Corp 6
Decatur Capital Management, Inc. 6
Tcfg Wealth Management, Llc 6
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 6
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 6
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 6
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 6
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 6
Confluence Wealth Management LLC 6
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 6
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 6
Code Waechter LLC 6
ACT Advisors, LLC. 6
Gunpowder Capital Management, LLC dba Oliver Wealth Management 6
Chase Investment Counsel Corp 6
Midwest Financial Network, LLC 6
Sky Investment Group LLC 6
Keeler & Nadler Financial Planning & Wealth Management 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 6
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 6
Arbor Investment Advisors, LLC 6
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 6
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 6
Delta Wealth Advisors LLC 6
Karpus Management, Inc. 6
BFI Wealth Solutions, LLC 6
DBLLX - DoubleLine Funds Trust - DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I 6
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 6
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 6
Signature Financial Management, Inc. 6
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 6
DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I 6
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 6
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 6
Schaper Benz & Wise Investment Counsel Inc/wi 6
Kane Co Wealth Management, Inc. 6
Fielder Capital Group LLC 6
Plum Street Advisors, LLC 6
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 6
Mitchell Mcleod Pugh & Williams Inc 6
Harding Loevner Lp 6
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 6
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 6
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 6
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 6
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 6
Sovereign Financial Group, Inc. 6
American Money Management, LLC 6
Puff Wealth Management, Llc 6
Petros Family Wealth, LLC 6
Arvest Bank Trust Division 6
ATLas Financial Planning LLC 6
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 6
Cascadia Advisory Services, LLC 6
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 6
RBA Wealth Management, LLC 6
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 6
Pluribus Labs, LLC 6
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 6
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 6
Bks Advisors, Llc 6
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 6
Heritage Oak Wealth Advisors Llc 6
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 6
MFCPX - M FUND INC - M Capital Appreciation Fund 6
EVNT - AltShares Trust - AltShares Event-Driven ETF 6
Boston Standard Wealth Management, LLC 6
City National Bank Of Florida /msd 6
HUSIX - ADVISORS SERIES TRUST - Huber Capital Small Cap Value Fund Investor Class 6
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 6
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 6
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 6
Capitolis Liquid Global Markets Llc 6
Alphadyne Asset Management, LLC 6
VFPIX - FundVantage Trust - Private Capital Management Value Fund Class I 6
WealthPoint Financial, LLC 6
Solutions 4 Wealth, Ltd 6
LifePro Asset Management 6
Family Office Research LLC 6
OASDX - Series Portfolios Trust - Oakhurst Strategic Defined Risk Fund Institutional Class 6
Winebrenner Capital Management Llc 6
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 6
Beacon Trust Co 6
Unique Wealth, Llc 6
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 6
SimpliFi, Inc. 6
NOIEX - Northern Funds - Northern Income Equity Fund 6
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 6
Grant/GrossMendelsohn, LLC 6
Journey Advisory Group, LLC 6
Clarus Group, Inc. 6
Post Resch Tallon Group Inc. 6
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 6
Stonebrook Private Inc. 6
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 6
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 6
Midas Management Corp 6
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 6
Victory Institutional Funds 6
Three Cord True Wealth Management, LLC 6
Oxinas Partners Wealth Management LLC 6
Ritter Daniher Financial Advisory, Llc 6
Arbejdsmarkedets Tillaegspension 6
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 6
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 6
Roof Eidam & Maycock/adv 6
Davy Global Fund Management Ltd 6
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares 6
Trail Ridge Investment Advisors, LLC 6
PCJ Investment Counsel Ltd. 6
Addison Capital Co 6
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 6
VCI Wealth Management LLC 6
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 6
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 6
Porter White Investment Advisors, Inc. 6
Hershey Financial Advisers, LLC 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 6
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 6
Holcombe Financial, Inc. 6
Orleans Capital Management Corp/la 6
Odey Asset Management Group Ltd 6
Evanston Investments, Inc., dba Evanston Advisors 6
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 6
Rockport Wealth LLC 6
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 6
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 6
Impact Investors, Inc 6
Golden Green, Inc. 6
Ami Investment Management Inc 6
Hourglass Capital, Llc 6
True Blue Financial, LLC 6
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 6
Altavista Wealth Management, Inc. 6
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 6
Western Asset Investment Grade Defined Opportunity Trust Inc. 6
EPIQ Capital Group, LLC 6
Davis Selected Advisers 6
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 6
Weatherstone Capital Management 6
Md Sass Investors Services Inc 6
Tanager Wealth Management LLP 6
Edge Financial Advisors LLC 6
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 6
A3 Alternative Credit Fund 6
Powell Investment Advisors, LLC 6
BlueStem Wealth Partners, LLC 6
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 6
Sanctuary Wealth Management, L.L.C. 6
CacheTech Inc. 6
Squire Investment Management Company, LLC 6
Unified Investment Management 6
Rainier Family Wealth Inc 6
RE Dickinson Investment Advisors, LLC 6
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 6
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 6
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 6
Danda Trouve Investment Management, Inc. 6
Wall Street Associates 6
PHH Investments, Ltd. 6
Whalerock Point Partners, Llc 6
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 6
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 6
TrueWealth Financial Partners 6
Point Nemo Capital, LLC 6
Scout Funds 6
Phillips Financial Management, Llc 6
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 6
TKG Advisors, LLC 6
Pillar Financial Advisors, LLC 6
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 5
LDRS - Innovator ETFs Trust - Innovator IBD(R) ETF Leaders ETF 5
ASTIX - Northern Lights Fund Trust - Astor Dynamic Allocation Fund Class I shares 5
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 5
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 5
Platinum Management (NY) LLC 5
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 5
Tallon Kerry Patrick 5
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 5
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 5
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 5
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 5
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 5
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 5
Kenfarb & Co. 5
Otter Creek Management Inc 5
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 5
Filament LLC 5
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 5
Basso Capital Management, L.p. 5
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 5
Adell Harriman & Carpenter Inc 5
SGL Investment Advisors, Inc. 5
Transatlantique Private Wealth Llc 5
Securian Funds Trust - SFT T. Rowe Price Value Fund 5
Miller Investment Management, LP 5
Brophy Wealth Management, LLC 5
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 5
New York Life Trust Co 5
B&l Asset Management Llc 5
Cascades Capital Asset Management, LLC 5
Seros Financial, LLC 5
MFA Wealth Services 5
Culbertson A N & Co Inc 5
Jacksonville Wealth Management, LLC 5
Resource Management, LLC 5
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 5
Kaufman Rossin Wealth, LLC 5
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 5
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 5
Cambient Family Office, Llc 5
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 5
Elios Financial Group Inc. 5
Holding Frank B Jr 5
M Wealth Management, LLC 5
Cogent Strategic Wealth Llc 5
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 5
High Probability Advisors, LLC 5
Abner Herrman & Brock Llc 5
HSOVX - HARBOR FUNDS - Harbor Small Cap Value Opportunities Fund Institutional Class 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 5
Integrated Capital Management, LLC 5
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 5
Fiduciary Advisors, Inc. 5
Optivise Advisory Services LLC 5
Yardley Wealth Management LLC 5
Coquina Private Wealth LLC 5
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 5
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 5
American National Insurance Co /tx/ 5
Bauman Advisory Group, LLC 5
Northside Capital Management, LLC 5
Oregon Pacific Wealth Management, LLC 5
Proactive Wealth Strategies LLC 5
Catawba Capital Management /va 5
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 5
Carnegie Lake Advisors LLC 5
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 5
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 5
Round Table Services, LLC 5
Asset Allocation & Management Company, LLC 5
Sunflower Bank, N.A. 5
Sara-Bay Financial 5
DORCHESTER WEALTH MANAGEMENT Co 5
PFA Pension, Forsikringsaktieselskab 5
Stone Point Capital Llc 5
Glaxis Capital Management, LLC 5
Garrison Asset Management, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 5
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 5
Titus Wealth Management 5
Pcm Fund, Inc. 5
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 5
Keystone Financial Group, Inc. 5
Strategic Wealth Management Inc 5
Starfire Investment Advisers, Inc. 5
ZIG - ETF Series Solutions - The Acquirers Fund 5
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 5
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 5
Heritage Wealth Management, Inc. 5
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 5
iAB Financial Bank 5
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 5
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 5
Hidden Cove Wealth Management, LLC 5
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 5
New Harbor Financial Group, LLC 5
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 5
Nippon Life Insurance Co 5
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 5
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 5
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 5
APS Management Group, Inc. 5
Papp L Roy & Associates 5
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 5
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 5
Strategic Wealth Advisors LLC 5
Rothschild Capital Partners, LLC 5
Capital & Planning, Llc 5
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 5
Compass Capital Corp /ma/ /adv 5
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 5
Wulff, Hansen & Co. 5
Stony Point Wealth Management Inc. 5
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 5
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 5
Concentric Capital Strategies, LP 5
4J Wealth Management LLC 5
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 5
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 5
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 5
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 5
Aureum Wealth Management, LLC 5
Northstar Advisory Group, LLC 5
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 5
Inlight Wealth Management, LLC 5
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 5
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 5
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 5
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 5
Wheatland Advisors Inc 5
Golden Bell Financial Planning LLC 5
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 5
Leonard Rickey Investment Advisors P.L.L.C. 5
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 5
Canyon Capital Advisors Llc 5
LifeGoal Wealth Advisors 5
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 5
TPG Advisors LLC 5
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 5
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 5
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 5
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF 5
Soundmark Wealth Management, Llc 5
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 5
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 5
TCP Asset Management, LLC 5
Allen Investment Management LLC 5
GGM Financials LLC 5
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 5
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 5
Empyrean Capital Partners, LP 5
MVFG - Northern Lights Fund Trust IV - Monarch Volume Factor Global Unconstrained Index ETF 5
K2 Financial Inc. 5
Coyle Financial Counsel LLC 5
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 5
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 5
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 5
Clare Market Investments LLC 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 5
Investment Planning Advisors, Inc. 5
Kornitzer Capital Management Inc /ks 5
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 5
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 5
Spartan Planning & Wealth Management 5
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 5
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 5
Bedrijfstakpensioenfonds Voor De Media Pno 5
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 5
TriaGen Wealth Management LLC 5
Massachusetts Mutual Life Insurance Co 5
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 5
Lane Brothers & Co Inc 5
Haberer Registered Investment Advisor Inc 5
FSVQX - World Funds Trust - Clifford Capital Focused Small Cap Value Fund Super Institutional Class 5
Siena Capital Llc 5
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 5
Palogic Value Management, L.P. 5
May Barnhard Investments LLC 5
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 5
Cornerstone National Bank & Trust Co 5
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 5
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 5
Alexander Labrunerie & Co., Inc. 5
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 5
Fbl Investment Management Services Inc/ia 5
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 5
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 5
Gmt Capital Corp 5
FSA Advisors, Inc. 5
Markel Corp 5
Xxi Wealth, Llc 5
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 5
Newtyn Management, LLC 5
Eggemeyer John M Iii 5
Trajan Wealth LLC 5
DWFI - SPDR SERIES TRUST - SPDR Dorsey Wright Fixed Income Allocation ETF 5
Sadoff Investment Management Llc 5
Divergent Wealth Advisors, Llc 5
Aristeia Capital Llc 5
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 5
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 5
Pimco Dynamic Credit & Mortgage Income Fund 5
Strategic Value Investors LP 5
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 5
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 5
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 5
New Insight Wealth Advisors 5
North American Management Corp 5
VAMGX - VALIC Co II - Mid Cap Growth Fund 5
Sunnymeath Asset Management, Inc. 5
CM Management, LLC 5
Peak Financial Management, Inc. 5
Estate Planners Group, LLC 5
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 5
CVAR - ETF Opportunities Trust - Cultivar ETF 5
VACVX - VALIC Co II - Large Cap Value Fund 5
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 5
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 5
Monarch Capital Management Inc/ 5
RiverPoint Capital Management, LLC 5
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 5
RPG Investment Advisory, LLC 5
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 5
Accredited Investor Services, Llc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 5
Waycross Partners, Llc 5
BDKAX - Investment Managers Series Trust - Braddock Multi-Strategy Income Fund Class A Shares 5
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 5
Family Capital Trust Co 5
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 5
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 5
IRBA - LITMAN GREGORY FUNDS TRUST - iMGP RBA Responsible Global Allocation ETF 5
Capital Investment Management, Inc. 5
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 5
Financial Planning & Information Services, Inc. 5
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 5
Douglas Lane & Associates, LLC 5
Paradigm Financial Advisors, LLC 5
Brightworth 5
Schooner Investment Group, LLC. 5
Ardsley Advisory Partners Lp 5
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 5
PKS Advisory Services, LLC 5
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 5
WIZ - Alpha Architect ETF Trust - Merlyn.AI Bull-Rider Bear-Fighter ETF 5
Liontrust Investment Partners LLP 5
Morey & Quinn Wealth Partners, LLC 5
SNUG - Alpha Architect ETF Trust - Merlyn.AI Tactical Growth and Income ETF 5
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR 5
JBR Co Financial Management Inc 5
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 5
Gould Capital, LLC 5
CWH Capital Management, Inc. 5
Overland Advisors, LLC 5
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 5
Riverchase Wealth Management, Llc 5
AGUAX - AMERICAN BEACON FUNDS - American Beacon Frontier Markets Income Fund A Class 5
Brown Financial Advisory 5
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 5
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 5
QEVOX - Advisors Preferred Trust - Quantified Evolution Plus Fund Investor Class Shares 5
Arctis Global LLC 5
QSPMX - Advisors Preferred Trust - Quantified Pattern Recognition Fund Investor Class Shares 5
Millennium Capital Advisors, LLC 5
Astra Wealth Partners LLC 5
Oak Family Advisors, Llc 5
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 5
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 5
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 5
Investors Financial Group, LLC 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 5
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 5
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 5
Three Corner Global Investors LP 5
Godshalk Welsh Capital Management, Inc. 5
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 5
Private Wealth Partners, LLC 5
First National Bank of Hutchinson 5
Alchemi Wealth, LLC 5
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 5
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 5
Pt Asset Management, Llc 5
Ally Financial Inc. 5
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 5
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 5
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 5
Folger Nolan Fleming Douglas Capital Management, Inc 5
PDHAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Hard Currency Fund Class A 5
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 5
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 5
Opus Financial Solutions LLC 5
Madison Wealth Partners, Inc 5
Scharf Investments, Llc 5
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 5
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares 5
Align Wealth Management, LLC 5
Rezny Wealth Management, Inc. 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 5
Portland Global Advisors LLC 5
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 5
Granite Point Capital Management, L.P. 5
Mondrian Investment Partners LTD 5
Landmark Wealth Management, Inc. 5
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 5
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 5
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 5
MRGR - PROSHARES TRUST - ProShares Merger ETF 5
Schwallier Wealth Management LLC 5
Frederick Financial Consultants, LLC 5
Senvest Management, LLC 5
Point View Wealth Management, Inc. 5
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 5
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 5
Aware Super Pty Ltd as trustee of Aware Super 5
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 5
Source Financial Advisors LLC 5
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 5
Heritage Wealth Management, Inc. /CA/ 5
Amitell Capital Pte Ltd 5
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 5
StrongBox Wealth, LLC 5
Montz Harcus Wealth Management LLC 5
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 5
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 5
Bulltick Wealth Management, LLC 5
Lantern Wealth Advisors, LLC 5
Lomas Capital Management, LLC 5
Rnc Capital Management Llc 5
Pw Advisors, Llc \ Fl 5
MKP Capital Management, L.L.C. 5
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 5
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 5
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 5
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 5
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 5
Nokota Management, LP 5
SG Capital Management LLC 5
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 5
Crestone Asset Management LLC 5
Keyes, Stange & Wooten Wealth Management, LLC 5
Lummis Asset Management, LP 5
Wellington Wealth Strategies, LLC. 5
Hall Laurie J Trustee 5
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 5
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 5
Outfitter Financial LLC 5
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I 5
Evernest Financial Advisors, LLC 5
Alteri Wealth LLC 5
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 5
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 5
Kelly Lawrence W & Associates Inc/ca 5
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 5
Eudaimonia Advisors Llc 5
Hiddenite Capital Partners LP 5
Lakewood Capital Management, Lp 5
Scholtz & Company, Llc 5
Purus Wealth Management, LLC 5
LeClair Wealth Partners LLC 5
PACIFIC SELECT FUND - Core Income Portfolio Class I 5
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 5
PMV Capital Advisers, LLC 5
Foundry Financial LLC 5
Rodgers Brothers Inc. 5
Cs Mckee Lp 5
Miller Capital Partners, Inc. 5
Sig Brokerage, Lp 5
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 5
HOMPX - Series Portfolios Trust - HW Opportunities MP Fund 5
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 5
Sessa Capital IM, L.P. 5
Wiser Advisor Group LLC 5
Toscafund Asset Management LLP 5
Curran Financial Partners, LLC 5
Simply Money Advisors 5
Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund 5
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 5
Claar Advisors LLC 5
Portfolio Design Labs, LLC 5
Orbitronix, LP 5
EMB - iSHARES TRUST - iShares J.P. Morgan USD Emerging Markets Bond ETF 5
Svenska Handelsbanken AB (publ) 5
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A 5
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 5
Viking Fund Management Llc 5
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 5
Bar Harbor Trust Services 5
Discipline Wealth Solutions, LLC 5
Trace Wealth Advisors, LLC 5
Advanced Series Trust - Ast High Yield Portfolio 5
Anthracite Investment Company, Inc. 5
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 5
New Century Financial Group, LLC 5
Gardner Russo & Quinn Llc 5
Anderson Financial Strategies, LLC 5
LDMYX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Bond Fund Class I 5
Entrust Financial Llc 5
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 5
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 5
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 5
American National Bank & Trust Co /va/ 5
OMNI 360 Wealth, Inc. 5
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 5
SeaTown Holdings Pte. Ltd. 5
Blue Rock Advisors, LLC 5
Berkeley Capital Partners, LLC 5
Luminist Capital LLC 5
Davidson Capital Management Inc. 5
Walter & Keenan Financial Consulting Co /mi/ /adv 5
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 5
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 5
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 5
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 5
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 5
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 5
BetterWealth, LLC 5
Equitec Specialists, Llc 5
Cadence Bank Na 5
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 5
James Hambro & Partners 5
Schnieders Capital Management Llc 5
Summer Road Llc 5
Physicians Financial Services, Inc. 5
Deimos Asset Management LLC 5
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 5
MSCFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Small Cap Fund 5
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 5
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 5
Navigation Group, LLC 5
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 5
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 5
Barlow Wealth Partners, Inc. 5
EverPoint Asset Management, LLC 5
Lattice Strategies LLC 5
Spartan Wealth Advisory Services LLC 5
Northwest Wealth Advisors, LLC 5
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 5
Pathfinder Wealth Consulting, Inc. 5
Kingstone Capital Partners Texas, LLC 5
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 5
Third View Private Wealth, LLC 5
Liberty Square Wealth Partners Llc 5
Monument Group Wealth Advisors, LLC 5
First Ascent Asset Management, LLC 5
Financial Symmetry Inc 5
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 5
Cornerstone Financial Partners, LLC 5
MGO Private Wealth, LLC 5
Valley Forge Asset Management, Llc 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 5
Sentinel Variable Products Trust 5
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 5
Tweedy, Browne Co LLC 5
HCVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CONSERVATIVE ALLOCATION FUND Class A 5
Poehling Capital Management, LLC 5
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 5
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 5
Peirce Capital Management, LLC 5
Vanguard Morgan Growth Fund 5
AMVAX - Columbia Funds Series Trust II - Columbia Small/Mid Cap Value Fund Class A 5
Crew Capital Management, Ltd. 5
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 5
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 5
Philip James Wealth Mangement, LLC 5
Priebe Wealth Holdings LLC 5
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 5
Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) 5
Irving Magee Investment Management 5
Guardian Investor Services Llc 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 5
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 5
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 5
Trinity Wealth Management, LLC 5
TSG Advice Partners, LLC 5
Traveka Wealth, LLC 5
Hudson Portfolio Management LLC 5
Valley National Bancorp 5
WELLINGTON TRUST Co N A 5
Dravo Bay Llc 5
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 5
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 5
Exos TFP Holdings LLC 5
Gitterman Wealth Management, LLC 5
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 5
National Penn Investors Trust Co /pa 5
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 5
WBLNX - WILLIAM BLAIR FUNDS - William Blair Low Duration Fund Class N 5
MADDEN SECURITIES Corp 5
Parameter Capital Management LLC 5
Oppenheimer Global Strategic Income Fund 5
Sherrill & Hutchins Financial Advisory, Inc 5
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 5
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 5
IF Advisors, LLC 5
APG Asset Management US Inc. 5
Kimelman & Baird, LLC 5
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 5
NewCorp Financial Services, Inc. 5
Forum Finance Group S.A. 5
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 5
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 5
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 5
AAAOX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2020 Portfolio I Class 5
Cypress Capital Management Llc 5
AABKX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2025 Portfolio I Class 5
Fusion Capital, LLC 5
AAEWX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2030 Portfolio I Class 5
AACQX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2035 Portfolio R6 Class 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 5
Formula Growth Ltd 5
Financial Consulate Inc. 5
JRVIX - James Alpha Funds Trust - James Alpha Relative Value Fund Class I 5
Columbus Hill Capital Management, L.P. 5
Bridgecreek Investment Management, LLC 5
Azimuth Capital Management LLC 5
Independence Capital Asset Partners, LLC 5
JAESX - James Alpha Funds Trust - James Alpha Event Driven Fund Class R6 5
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 5
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 5
NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares 5
Emrys Partners, L.P. 5
Castle Creek Arbitrage, LLC 5
Sovarnum Capital L.p. 5
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 5
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 5
Wilmington Trust Investment Management, LLC 5
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 5
Fdp Series, Inc. 5
Tableaux Llc 5
Coatue Management Llc 5
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 5
Allen Mooney & Barnes Investment Advisors LLC 5
Waters Parkerson & Co., Llc 5
Exchange Bank 5
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 5
Mission Creek Capital Partners, Inc. 5
Manatuck Hill Partners, LLC 5
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 5
Clough Capital Partners L P 5
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 5
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 5
Soundwatch Capital LLC 5
Destiny Capital Securities Corporation 5
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 5
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 5
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 5
ANTIPODES PARTNERS Ltd 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 5
Apollo Management Holdings, L.P. 5
AGH Wealth Advisors, LLC 5
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 5
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 5
Sfm, Llc 5
Bedel Financial Consulting Inc 5
Himco Variable Insurance Trust 5
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 5
Chelsea Counsel Co 5
Integrity Advisory Solutions, LLC 5
Nan Shan Life Insurance Co., Ltd. 5
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 5
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 5
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 5
Blackrock Enhanced Equity Dividend Trust 5
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 5
AVNM - AMERICAN CENTURY ETF TRUST - Avantis All International Markets Equity ETF 5
Hall Capital Management Co Inc 5
Jentner Corp 5
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 5
Barnes Dennig Private Wealth Management LLC 5
Chiron Investment Management, LLC 5
Sound Financial Strategies Group, LLC 5
Jackson Financial Management 5
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 5
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 5
Capital Insight Partners, Llc 5
Ramius Advisors Llc 5
American Family Insurance Mutual Holding Co 5
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 5
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 5
QTPI - Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF 5
Stordahl Capital Management, Inc. 5
Capstone Wealth Management Group LLC 5
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 5
Aspen Capital Management, LLC 5
Trafelet Brokaw Capital Management, L.p. 5
Hendershot Investments Inc. 5
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 5
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 5
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 5
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 5
Mattern Capital Management, Llc 5
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 5
Game Plan Financial Advisors, LLC 5
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 5
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 5
Ameraudi Asset Management, Inc. 5
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 5
Hunting Hill Global Capital, LLC 5
Stratton Funds, Inc. 5
Financial Planning Hawaii, Inc. 5
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 5
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 5
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 5
Harrell Investment Partners, Llc 5
Pictet & Cie (Europe) SA 5
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 5
Bigelow Investment Advisors, LLC 5
DAINX - Dunham Funds - Dunham International Stock Fund Class A 5
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 5
AIFG Consultants Ltd. 5
MOR Wealth Management, LLC 5
Schrum Private Wealth Management LLC 5
Schwartz Investment Counsel Inc 5
Periscope Capital Inc. 5
Lyell Wealth Management, Lp 5
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 5
Watchman Group, Inc. 5
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 5
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 5
Bank of Marin 5
PBU - The Pension Fund of Early Childhood & Youth Educators 5
JSF Financial, LLC 5
Court Place Advisors, LLC 5
Timpani Capital Management LLC 5
Legacy Advisory Services, LLC 5
Vickerman Investment Advisors, Inc. 5
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 5
Bull Oak Capital, LLC 5
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 5
Utc North American Fund, Inc. 5
Armstrong, Fleming & Moore, Inc 5
Advanced Research Investment Solutions, Llc 5
PFW Advisors LLC 5
RAM Investment Partners, LLC 5
Senator Investment Group LP 5
Tradition Asset Management Llc 5
Liberty All Star Equity Fund 5
Employers Holdings, Inc. 5
Elevatus Welath Management 5
Aldebaran Financial Inc. 5
Paulson & Co. Inc. 5
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 5
Brown Wealth Management, Llc 5
Precept Management LLC 5
JBJ Investment Partners, LLC 5
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 5
Mitchell Capital Management Co 5
Hi-Line Capital Management, LLC 5
Corbett Road Capital Management, Llc 5
Principal Street Partners, LLC 5
Van Strum & Towne Inc. 5
Anson Funds Management LP 5
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 5
IMPACTfolio, LLC 5
LST - Managed Portfolio Series - Leuthold Select Industries ETF 5
Saranac Partners Ltd 5
Empire Life Investments Inc. 5
Houlihan Financial Resource Group, Ltd. 5
Renaissance Investment Consultants Holding Company, Llc 5
Baillie Gifford & Co 5
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 5
SSIZX - Northern Lights Fund Trust - Sierra Tactical Core Income Fund Class A Shares 5
Single Point Partners, LLC 5
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 5
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 5
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 5
Summit Wealth Group, LLC 5
Vantage Financial Partners Ltd., Inc. 5
First County Bank /CT/ 5
Dentgroup LLC 5
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 5
Auour Investments LLC 5
Consolidated Capital Management, Llc 5
Round Hill Asset Management 5
Militia Capital Management LLC 5
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 5
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 5
Richard C. Young & CO., LTD. 5
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 5
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 5
Absher Wealth Management, Llc 5
Geller Advisors LLC 5
Ccm Investment Advisers Llc 5
Managed Account Series II - BlackRock U.S. Mortgage Portfolio Investor A Shares 5
KG&L Capital Management,LLC 5
Ardent Capital Management, Inc. 5
Madison Covered Call & Equity Strategy Fund 5
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 5
Noesis Capital Mangement Corp 5
Israel Discount Bank Of New York /gfn 5
RELIANCE TRUST Co 5
Foxby Corp. 5
Fir Tree Capital Management Lp 5
Taylor & Morgan Wealth Management, LLC 5
WESCAP Management Group, Inc. 5
Second Half Financial Partners, LLC 5
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 5
West Chester Capital Advisors, Inc 5
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 5
Alta Capital Management Llc/ 5
Markston International Llc 5
MGVAX - MAINSTAY FUNDS - MainStay MacKay Infrastructure Bond Fund Class A 5
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 5
Pacific Edge Advisors, LLC 5
Long Run Wealth Advisors, LLC 5
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 5
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 5
Swaine & Leidel Wealth Services, Llc 5
Kahn Brothers Group Inc /de/ 5
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 5
Matrix Asset Advisors Inc/ny 5
Baltimore Capital Management, Inc 5
DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I 5
Oak Ridge Investments Llc 5
Violich Capital Management, Inc. 5
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 5
Goldman Sachs Asset Management, L.p. 5
Exit Wealth Advisors, LLC. 5
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 5
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 5
Morse Asset Management, Inc 5
Aft, Forsyth & Sober, LLC 5
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 5
Credential Securities Inc. 5
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 5
Tred Avon Family Wealth, Llc 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
Ofi Invest Asset Management 5
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 5
Highview Capital Management LLC/DE/ 5
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 5
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 5
McCarthy Grittinger Financial Group, LLC 5
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 5
Perspective Wealth Advisors Llc 5
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 5
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 5
Mitsubishi UFJ Asset Management (UK) Ltd. 5
UDI - USCF ETF Trust - USCF Dividend Income Fund 5
Bridge City Capital, LLC 5
Henssler Funds Inc 5
Cowen Prime Services LLC 5
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 5
Empire Financial Management Company, LLC 5
LGT Group Foundation 5
LGT Fund Management Co Ltd. 5
Coho Partners, Ltd. 5
Evelyn Partners Asset Management Ltd 5
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 5
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 5
Abbot Financial Management, Inc. 5
Towle & Co 5
W Advisors, Llc 5
Lee Johnson Capital Management, Llc 5
Frisch Financial Group, Inc. 5
Prescott Group Capital Management, L.l.c. 5
Gilbert Capital Group, Inc. 5
Garner Asset Management Corp 5
BKA Wealth Consulting, Inc. 5
Maple Capital Management, Inc. 5
Bramshill Investments, LLC 5
Beaton Management Co. Inc. 5
Poplar Forest Capital LLC 5
O'Shares Investment Advisers, LLC 5
PFM Asset Management LLC 5
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 5
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 5
Bowman & Co S.C. 5
Rokos Capital Management LLP 5
Sompo Japan Nipponkoa Asset Management Co.,ltd. 5
TimesSquare Capital Management, LLC 5
Reframe Wealth, Llc 5
Greenlight Capital Inc 5
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 5
Cutler Investment Counsel Llc 5
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 5
Boston Research & Management Inc 5
WoodTrust Financial Corp 5
BCS Private Wealth Management, Inc. 5
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 5
INC - VanEck ETF Trust - VanEck Dynamic High Income ETF 5
Spence Asset Management 5
UBP Investment Advisors SA 5
Chessman Wealth Strategies Ria 5
Bronte Capital Management Pty Ltd. 5
Allied Investment Advisors, LLC 5
MY Wealth Management Inc. 5
Ledge Wealth Management, Inc. 5
Marco Investment Management Llc 5
Rainier Investment Management Mutual Funds 5
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 5
Sidoxia Capital Management, LLC 5
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 5
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 5
Hamilton Wealth, LLC 5
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 5
Andrews, Lucia Wealth Management Llc 5
FLC Capital Advisors 5
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 5
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 5
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 5
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF 5
Dreyfus High Yield Strategies Fund 5
SRCMX - PRINCIPAL FUNDS INC - California Municipal Fund Class A 5
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 5
Storgate, LLC 5
Tandem Wealth Advisors LLC 5
Shulman DeMeo Asset Management LLC 5
Broadwater Capital Management Llc 5
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 5
Lowery Thomas, Llc 5
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 5
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 5
Aberdeen Asia-pacific Income Fund Inc 5
NEIRG Wealth Management, LLC 5
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 5
Element Pointe Advisors, Llc 5
Clough Global Equity Fund 5
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 5
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 5
Alpha Financial Partners, LLC 5
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 5
Mra Associates Usa Llc 5
Atlanta Capital Management Co L L C 5
Modus Advisors, LLC 5
Pettinga Financial Advisors, LLC 5
Belmont Capital, LLC 5
Lauterbach Financial Advisors, LLC 5
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 5
Vistica Wealth Advisors, LLC 5
BERIX - Chartwell Funds - Berwyn Income Fund 5
CIC Wealth, LLC 5
TCUUX - TRUST FOR CREDIT UNIONS - Ultra-Short Duration Portfolio TCU Shares 5
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 5
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 5
Blackrock Debt Strategies Fund, Inc. 5
AllGen Financial Advisors, Inc. 5
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 5
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 5
Tandemgrowth Financial Advisors Llc 5
Covea Finance 5
McMillan Office, Inc. 5
Dfa Investment Trust Co - The Emerging Markets Series 5
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 5
WHV Investments, Inc. 5
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 5
Alan B. Lancz & Associates, Inc. 5
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 5
AIA Investment Management Private Ltd 5
BOS Asset Management, LLC 5
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 5
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 5
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 5
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 5
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 5
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 5
VCGEX - VALIC Co I - Emerging Economies Fund 5
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 5
Andesa Financial Management Inc. 5
Avenue Income Credit Strategies Fund 5
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 5
January Capital Advisors LLC 5
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 5
HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES 5
Intesa Sanpaolo Wealth Management 5
Tevis Investment Management 5
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 5
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 5
HTG Investment Advisors, Inc. 5
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 5
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 5
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 5
Beacon Bridge Wealth Partners, LLC 5
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 5
Angel Oak Strategic Credit Fund 5
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 5
Oppenheimer Integrity Funds 5
Professional Planning 5
FTSAX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares 5
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 5
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 5
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 5
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 5
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 5
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 5
Artemis Wealth Advisors, LLC 5
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 5
Commons Capital, Llc 5
Perryman Financial Advisory Inc /ad 5
Chemistry Wealth Management LLC 5
Oppenheimer Global Multi-asset Income Fund 5
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 5
National Rural Electric Cooperative Association 5
Paul Damon & Associates, Inc. 5
Nuveen High Income 2020 Target Term Fund 5
Breiter Capital Management Inc 5
Palo Alto Wealth Advisors, Llc 5
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 5
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 5
VCIGX - VALIC Co I - Dividend Value Fund 5
Sutton Place Investors Llc 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 5
Mechanics Financial Corp 5
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 5
Nuveen Diversified Dividend & Income Fund 5
Factorial Partners, Llc 5
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 5
Axiom Advisory, LLC 5
Burke & Herbert Bank & Trust Co 5
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 5
Varma Mutual Pension Insurance Co 5
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 5
Mitchell Sinkler & Starr/pa 5
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 5
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 5
Community Bank & Trust, Waco, Texas 5
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 5
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 5
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 5
HSBC FUNDS - HSBC Strategic Income Fund Class A 5
Bath Savings Trust Co 5
Copley Financial Group, Inc. 5
Detwiler Fenton Investment Management LLC 5
Moreno Evelyn V 5
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 5
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 5
TrimTabs Asset Management, LLC 5
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 5
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2055 Fund Class A 4
Ibex Investors LLC 4
Cyrus Capital Partners, L.p. 4
Knott David M 4
Farallon Capital Management Llc 4
Fosun International Ltd 4
Eminence Capital, Lp 4
Carlyle Group Inc. 4
Paragon Associates & Paragon Associates Ii Joint Venture 4
Relative Value Partners, LLC 4
Castle Creek Capital Partners V, LP 4
Hovde Eric D 4
Patriot Financial Partners II, L.P. 4
Integrated Core Strategies (us) Llc 4
Viking Global Investors Lp 4
Silver Point Capital L.P. 4
Passport Capital, LLC 4
Alden Global Capital LLC 4
Fidelity National Financial, Inc. 4
Dodge & Cox 4
Frontier Capital Management Co Llc 4
Paradigm Capital Management Inc/ny 4
Platinum Investment Management Ltd 4
Shapiro Capital Management Llc 4
Eventide Asset Management, Llc 4
North Run Capital, Lp 4
Meritage Group LP 4
Burgundy Asset Management Ltd. 4
Saba Capital Management, L.P. 4
Meyer Handelman Co 4
Canal Insurance CO 4
Gladstone Capital Management LLP 4
Bowen Hanes & Co Inc 4
Hoplite Capital Management, L.p. 4
Tiger Management L.l.c. 4
Par Capital Management Inc 4
Quest Investment Management Llc 4
Artal Group S.A. 4
Forbes J M & Co Llp 4
Tran Capital Management, L.p. 4
Farr Miller & Washington Llc/dc 4
Kdi Capital Partners Llc 4
Harvest Management Llc 4
Lafayette Investments, Inc. 4
Stack Financial Management, Inc 4
Netols Asset Management, Inc. 4
Schaller Investment Group Inc 4
Haverford Financial Services, Inc. 4
Pacific Alternative Asset Management Company, Llc 4
Cupps Capital Management, LLC 4
Argent Trust Co 4
Tt International 4
Investment Management Of Virginia Llc 4
Cypress Asset Management Inc/tx 4
Gray Financial Group /ga /adv /adv 4
Muhlenkamp & Co Inc 4
Cornerstone Advisors Inc 4
Apex Capital Management 4
Chickasaw Capital Management Llc 4
Tmd & Associates, Inc 4
Kayne Anderson Capital Advisors Lp 4
Edgemoor Investment Advisors, Inc. 4
Baxter Bros Inc 4
Northstar Investment Advisors Llc 4
Greylin Investment Mangement Inc 4
Bell Bank 4
Marble Harbor Investment Counsel, LLC 4
Ardevora Asset Management LLP 4
Grandfield & Dodd, Llc 4
Provida Pension Fund Administrator 4
Ashmore Group plc 4
Sensible Financial Planning & Management, LLC. 4
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 4
Gruss Capital Management LP 4
Gruss & Co., LLC 4
Trellus Management Company, LLC 4
Progressive Investment Management Corp 4
Maryland Capital Management 4
America First Investment Advisors, LLC 4
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 4
JGP Global Gestao de Recursos Ltda. 4
Egerton Capital (UK) LLP 4
Pineno Levin & Ford Asset Management, Inc. 4
Appleton Group, Llc 4
Constellation Wealth Advisors, LLC 4
Front Barnett Associates Llc 4
Lebenthal Holdings,LLC 4
American Independence Financial Services LLC 4
Weatherly Asset Management L. P. 4
Smith Chas P & Associates Pa Cpas 4
Narwhal Capital Management 4
Shikiar Asset Management Inc 4
Caz Investments Lp 4
Locust Wood Capital Advisers, LLC 4
Botty Investors LLC 4
Mercer Capital Advisers, Inc. 4
Hyman Charles D 4
Susquehanna Trust & Investment Co 4
Blue Fin Capital, Inc. 4
Lodestar Investment Counsel Llc/il 4
Macnealy Hoover Investment Management Inc 4
Adams Asset Advisors, LLC 4
Spectrum Asset Management, Inc. (NB/CA) 4
United Bank, Inc. 4
HHG & Company, LLC 4
Millie Capital Management, Llc 4
Murphy Pohlad Asset Management LLC 4
Riverbridge Partners Llc 4
Cooperatieve Rabobank U.A. 4
Mason Capital Management Llc 4
Jd Capital Management Llc 4
Tang Capital Management Llc 4
Analyst IMS Investment Management Services Ltd. 4
Nwi Management Lp 4
Tricadia Capital Management, LLC 4
Johanson Financial Advisors, Inc. 4
Neumann Capital Management, LLC 4
Granite Investment Advisors, LLC 4
Mengis Capital Management, Inc. 4
Bridgewater Wealth & Financial Management, LLC 4
Roffman Miller Associates Inc /pa/ 4
Newgate Capital Management Llc 4
Arkansas Financial Group, Inc. 4
Hayek Kallen Investment Management 4
Consolidated Investment Group LLC 4
Cambridge Advisors Inc. 4
Cim, Llc 4
Oakwood Capital Management Llc/ca 4
Elm Advisors, Llc 4
Tillar-Wenstrup Advisors, LLC 4
New Century Investment Management, Inc 4
Addenda Capital Inc. 4
Malaga Cove Capital, LLC 4
Fruth Investment Management 4
Peachtree Investment Advisors, Inc. 4
Campbell Newman Asset Management Inc 4
Nixon Peabody Trust Co 4
Banced Corp 4
Vontobel Asset Management Inc 4
Baker Boyer National Bank 4
Parkside Advisors LLC 4
Smithbridge Asset Management Inc/de 4
Rosenbaum Jay D. 4
Groesbeck Investment Management Corp /nj/ 4
Hamel Associates, Inc. 4
Sterling Global Strategies LLC 4
Braver Wealth Management, LLC 4
NewFocus Financial Group, LLC 4
Bedell Frazier Investment Counseling, LLC 4
Yacktman Asset Management Lp 4
Covington Investment Advisors Inc. 4
Stonebridge Capital Management Inc 4
Power Corp of Canada 4
Shayne & Co., Llc 4
Corbyn Investment Management Inc/md 4
Icc Capital Management Inc/ 4
Breithorn Capital Management 4
Counsel Portfolio Services Inc. 4
Lombard Odier Transatlantic, Limited Partnership 4
InterOcean Capital, LLC 4
Argent Trust Company, N.a. 4
Stone Toro Investment Advisers, LP 4
Laidlaw Group, LLC 4
Glenview State Bank Trust Dept. 4
Argus Investors' Counsel, Inc. 4
Indus Capital Partners, Llc 4
Siena Capital Partners I, L.P. 4
Edmonds Duncan Registered Investment Advisors, LLC 4
Carlton Hofferkamp & Jenks Wealth Management, LLC 4
Tower Square Investment Management, Llc 4
Geneva Capital Management Llc 4
Marketfield Asset Management LLC 4
ParenteBeard Wealth Management, LLC 4
Spindletop Capital, LLC 4
Gratia Capital, Llc 4
Insight Capital Research & Management Inc 4
Farley Capital L.p. 4
Swiss Re Ltd 4
Guardian Capital Advisors Lp 4
Wills Financial Group, Inc. 4
Espalier Global Management LLC 4
Asset Management Group, Inc. 4
Palestra Capital Management LLC 4
Moon Capital Management Lp 4
Slate Path Capital LP 4
Kingstown Capital Management L.p. 4
AIMZ Investment Advisors, LLC 4
Strategic Investment Management, Llc 4
Permanens Capital L.P. 4
Spectrum Advisory Services Inc 4
Westport Asset Management Inc 4
Credit Capital Investments LLC 4
St. Louis Trust Co 4
Drexel Morgan & Co. 4
Tyrus Capital S.A.M. 4
Fft Wealth Management Llc 4
Cortland Advisers Llc 4
Kerrisdale Advisers, LLC 4
Pacific Global Investment Management Co 4
Rosenblum Silverman Sutton S F Inc /ca 4
Capital Growth Management Lp 4
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 4
Cai Capital Management, Inc. 4
Nuveen Fund Advisors, LLC 4
Baring International Investment Ltd 4
BTS Asset Management, Inc. 4
Rikoon Group, LLC 4
Arthur M. Cohen & Associates, Llc 4
Rubric Capital Management LP 4
Millburn Ridgefield Corp 4
Sarofim Fayez 4
Oribel Capital Management, LP 4
GQG Partners LLC 4
City Financial Investment Co Ltd 4
Elkhorn Investments, LLC 4
Wall Capital Group, Inc. 4
440 Investment Group, Llc 4
Santa Monica Partners Lp 4
Providence First Trust Co 4
GenWealth Group, Inc. 4
Pratt Collard Advisory Partners LLC 4
Epstein & White Financial LLC 4
Lee Financial Group Hawaii, Inc. 4
Lester Murray Antman dba SimplyRich 4
Oppenheimer Capital Income Fund 4
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 4
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 4
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 4
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 4
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 4
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 4
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 4
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 4
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 4
Tcg Financial Series Trust I 4
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 4
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 4
Nuveen High Income November 2021 Target Term Fund 4
Eaton Vance Tax-managed Buy-write Opportunities Fund 4
Gabelli Global Utility & Income Trust 4
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 4
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 4
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 4
Charles Schwab Family Of Funds 4
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 4
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 4
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 4
Trust For Advisor Solutions 4
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 4
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 4
Herzfeld Caribbean Basin Fund Inc 4
Blackrock 2022 Global Income Opportunity Trust 4
Staar Investment Trust 4
Liberty All Star Growth Fund Inc. 4
Wright Managed Equity Trust 4
Voss Capital, LLC 4
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 4
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 4
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 4
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 4
Western Asset Global High Income Fund Inc. 4
Cohen & Steers Mlp Income & Energy Opportunity Fund 4
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
Eaton Vance Tax-managed Global Diversified Equity Income Fund 4
Advent Claymore Convertible Securities & Income Fund 4
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 4
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 4
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 4
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 4
Franklin Templeton International Trust 4
Ares Dynamic Credit Allocation Fund, Inc. 4
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 4
Legg Mason Bw Global Income Opportunities Fund Inc. 4
Bmc Fund Inc 4
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 4
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 4
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 4
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 4
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 4
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 4
Insight Select Income Fund 4
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 4
Acap Strategic Fund 4
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 4
Western Asset High Income Opportunity Fund Inc. 4
GFFIX - Gator Series Trust - Gator Financial Fund 4
BRAMX - Blackrock Allocation Target Shares - Bats Series M 4
Nuveen Flexible Investment Income Fund 4
Freedom Day Solutions, LLC 4
Stansberry Asset Management, Llc 4
Oak Asset Management, LLC 4
RiverGlades Family Offices LLC 4
All Terrain Financial Advisors, LLC 4
Towerpoint Wealth, LLC 4
Capital Markets Trading UK LLP 4
Probabilities Fund Management, LLC 4
SJA Financial Advisory, LLC 4
KADENSA CAPITAL Ltd 4
Pacific View Asset Management, Llc 4
Kendall Capital Management 4
Peterson Wealth Advisors, LLC 4
Stokes Capital Advisors, LLC 4
Acuitas Investments, LLC 4
Hartford Funds Management Co LLC 4
Arnhold LLC 4
Peninsula Wealth, LLC 4
Chesapeake Wealth Management 4
Vishria Bird Financial Group, LLC 4
Wealth & Pension Services Group, Inc. 4
Asset Advisors Investment Management, LLC 4
McGuire Investment Group, LLC 4
Algebris (uk) Ltd 4
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 4
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 4
PPM Funds - PPM Floating Rate Income Fund (Inst) 4
Mkd Wealth Coaches, Llc 4
Waller Financial Planning Group, Inc 4
One68 Global Capital, LLC 4
RHS Financial, LLC 4
Traverso Chambers Private Wealth Management, LLC 4
First National Bank of South Miami 4
Farmers & Merchants Trust Co of Long Beach 4
Financial Advisors, LLC 4
Integrated Capital Management, Inc. 4
BT Wealth Management LLC 4
Tuscan Ridge Asset Management Llc 4
FourWorld Capital Management LLC 4
Droms Strauss Advisors Inc /mo/ /adv 4
Freestate Advisors LLC 4
Smith Capital Management Inc /ar/adv 4
Westhampton Capital, LLC 4
Osbon Capital Management Llc 4
Schroder Capital Funds (delaware) 4
Winmill & Co. Inc 4
Parametric Market Neutral Portfolio 4
CLACX - ADVISORONE FUNDS - CLS Global Aggressive Equity Fund Class N Shares 4
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 4
MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y 4
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 4
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 4
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 4
TFSIX - Franklin Mutual Series Funds - Franklin Mutual Financial Services Fund Class A 4
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 4
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2030 Fund Class A 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2040 Fund Class A 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2065 Fund Class A 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2050 Fund Class A 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2060 Fund Class A 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2045 Fund Class A 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2035 Fund Class A 4
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 4
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 4
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 4
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 4
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 4
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 4
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 4
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 4
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 4
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 4
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 4
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 4
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 4
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 4
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 4
PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I 4
GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class 4
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 4
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 4
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 4
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 4
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 4
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 4
LOMMX - CGM TRUST - CGM Mutual Fund 4
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 4
WTSDX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Smid Cap Value Dividend Fund -Retail Class 4
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 4
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A 4
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 4
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 4
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 4
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 4
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 4
GATEX - Gateway Trust - Gateway Fund Class A Shares 4
CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A 4
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 4
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 4
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Debt Fund CLASS P 4
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 4
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 4
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 4
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 4
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 4
CBMAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Mid Cap Value Fund Class A 4
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 4
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 4
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 4
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 4
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 4
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 4
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 4
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 4
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 4
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 4
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 4
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Value Series Class A 4
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 4
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 4
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 4
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 4
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 4
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 4
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 4
MML Series Investment Fund II - MML Asset Momentum Fund Class II 4
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 4
TGRNX - TIAA-CREF FUNDS - TIAA-CREF Green Bond Fund Institutional Class 4
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 4
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 4
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 4
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 4
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 4
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 4
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 4
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial 4
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 4
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 4
PENN SERIES FUNDS INC - Flexibly Managed Fund 4
PENN SERIES FUNDS INC - Large Core Value Fund 4
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 4
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 4
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 4
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 4
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 4
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 4
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 4
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 4
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 4
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 4
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 4
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 4
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 4
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 4
JMCRX - James Advantage Funds - James Micro Cap Fund 4
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 4
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 4
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 4
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 4
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 4
FLBR - Franklin Templeton ETF Trust - Franklin FTSE Brazil ETF 4
FLLA - Franklin Templeton ETF Trust - Franklin FTSE Latin America ETF 4
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 4
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 4
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 4
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 4
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 4
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 4
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 4
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 4
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 4
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 4
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 4
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 4
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 4
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 4
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 4
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 4
PQSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Value Fund Class A 4
IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P 4
RESAX - RBC FUNDS TRUST - RBC BlueBay Emerging Market Debt Fund Class A 4
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 4
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 4
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 4
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 4
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 4
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class 4
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 4
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 4
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 4
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 4
STMYX - Northern Lights Fund Trust - Sierra Tactical Municipal Fund Class Special Shares 4
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 4
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 4
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I 4
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 4
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 4
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 4
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 4
NMUIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Intermediate Bond Fund Investor Class 4
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 4
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 4
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 4
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 4
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 4
SLANX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Latin America Equity Fund Class A 4
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C 4
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 4
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 4
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 4
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 4
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 4
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A 4
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 4
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 4
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 4
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 4
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 4
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 4
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 4
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 4
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 4
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 4
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 4
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 4
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 4
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 4
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 4
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 4
TASCX - THIRD AVENUE TRUST - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class 4
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 4
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 4
MAAX - VanEck Vectors ETF Trust - VanEck Vectors Municipal Allocation ETF 4
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 4
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 4
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 4
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 4
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 4
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 4
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 4
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 4
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 4
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 4
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 4
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 4
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 4
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 4
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 4
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 4
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 4
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 4
DVY - iSHARES TRUST - iShares Select Dividend ETF 4
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 4
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 4
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 4
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 4
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 4
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 4
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 4
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 4
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 4
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 4
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 4
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 4
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 4
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I 4
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 4
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 4
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 4
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF 4
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 4
HRAAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD GROWTH ALLOCATION FUND Class A 4
HBAAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD MODERATE ALLOCATION FUND Class A 4
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 4
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 4
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 4
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 4
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 4
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 4
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 4
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 4
HSBC FUNDS - HSBC High Yield Fund Class A 4
PCY - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF 4
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 4
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 4
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 4
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 4
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 4
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 4
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 4
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 4
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 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
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 4
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 4
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 4
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 4
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 4
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 4
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 4
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 4
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 4
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 4
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 4
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 4
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 4
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 4
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 4
VCIFX - VALIC Co I - International Government Bond Fund 4
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 4
JPMB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan USD Emerging Markets Sovereign Bond ETF 4
JEMDX - JPMorgan Trust I - JPMorgan Emerging Markets Debt Fund Class I 4
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 4
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF 4
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 4
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 4
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 4
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 4
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 4
BSBE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 USD Emerging Markets Debt ETF 4
BSCE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 USD Emerging Markets Debt ETF 4
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 4
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 4
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 4
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 4
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 4
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 4
Sunburst Financial Group, LLC 4
LWS Wealth Advisors, Inc. 4
Wealth CMT 4
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 4
1776 Wealth LLC 4
Moser Wealth Advisors, LLC 4
Vivid Financial Management, Inc. 4
Ascension Capital Advisors, Inc. 4
CWS Financial Advisors, LLC 4
Petix & Botte Co 4
Gemsstock Ltd. 4
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 4
PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y 4
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 4
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 4
LCR - LEUTHOLD FUNDS INC - Leuthold Core ETF 4
Capstone Financial Group, Inc. 4
Endex Capital Management Llc 4
Hovde Capital Advisors Llc 4
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 4
TT International Asset Management LTD 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 4
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 4
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 4
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 4
ROBAX - Investment Managers Series Trust - Robinson Tax Advantaged Income Fund Class A Shares 4
FXTAX - Northern Lights Fund Trust - PSI Tactical Growth Fund Class A Shares 4
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 4
WMKGX - WESMARK FUNDS - WesMark Growth Fund 4
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 4
FTSIX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares 4
EVVCX - World Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund R4 Class Shares 4
EVFCX - World Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund R4 Class Shares 4
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 4
BTSAX - Northern Lights Fund Trust - BTS Managed Income Fund Class A Shares 4
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 4
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class 4
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 4
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 4
PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class 4
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 4
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 4
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 4
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 4
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class 4
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 4
TRTY - Cambria ETF Trust - Cambria Trinity ETF 4
GMOM - Cambria ETF Trust - Cambria Global Momentum ETF 4
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 4
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 4
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 4
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 4
NSMVX - NORTHERN LIGHTS FUND TRUST II - North Star Micro Cap Fund Class I Shares 4
Praetorian Wealth Management, Inc. 4
SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares 4
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 4
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 4
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 4
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 4
Grant Street Asset Management, Inc. 4
Tri-Star Advisors Inc. 4
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 4
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 4
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 4
Advanced Investment Partners, LLC 4
Coolidge Francis L 4
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 4
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 4
SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund 4
SMIFX - VALUED ADVISERS TRUST - Sound Mind Investing Fund 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 4
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 4
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 4
Prairiewood Capital, LLC 4
Southern Farm Bureau Life Insurance 4
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 4
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 4
ForthRight Wealth Management, LLC 4
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 4
Spectrum Planning & Advisory Services Inc. 4
Klaas Financial Asset Advisors, LLC 4
Samson Rock Capital LLP 4
Avenue 1 Advisors, LLC 4
Elk River Wealth Management, LLC 4
Proquility Private Wealth Partners, LLC 4
Divergent Planning, LLC 4
Northern Capital Management, Inc. 4
Cadent Capital Advisors, LLC 4
Ade, Llc 4
Consultiva Wealth Management, Corp. 4
Corepath Wealth Partners Llc 4
Compton Financial Group, LLC 4
Engine No. 1 Llc 4
Ghisallo Capital Management LLC 4
140 Summer Partners LP 4
Ewing Morris & Co. Investment Partners Ltd. 4
VELA Funds - VELA Small Cap Fund Class I 4
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 4
RCTRX - Trust for Advised Portfolios - Regan Total Return Income Fund Investor Class 4
44 Wealth Management Llc 4
Defined Wealth Management, Llc 4
Investment Management Associates Inc /adv 4
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 4
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 4
QRSVX - BRAGG CAPITAL TRUST - FPA Queens Road Small Cap Value Fund Investor Class 4
Paradigm, Strategies in Wealth Management, LLC 4
Alaethes Wealth LLC 4
Coco Enterprises, LLC 4
Orchard Capital Managment, LLC 4
Monumental Financial Group Inc. 4
Clark Financial Services Group Inc /bd 4
Palumbo Wealth Management LLC 4
Fi3 FINANCIAL ADVISORS, LLC 4
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 4
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 4
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 4
AAAFX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2015 Portfolio Investor Class 4
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 4
17 Capital Partners, Llc 4
Oakhurst Advisors,LLC 4
QGITX - Advisors Preferred Trust - Quantified Government Income Tactical Fund Investor Class Shares 4
Cherry Creek Investment Advisors, Inc. 4
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 4
WEDRX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Debt Fund Class R6 4
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 4
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 4
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 4
AOIIX - Angel Oak Funds Trust - Angel Oak Core Impact Fund Institutional Class 4
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 4
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 4
Financial Council Asset Management Inc 4
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I 4
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A 4
Tnf Llc 4
VPR Management LLC 4
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 4
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 4
Kolinsky Wealth Management, LLC 4
Wick Capital Partners, LLC 4
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 4
Heirloom Wealth Management 4
Briggs Advisory Group, Inc. 4
ShankerValleau Wealth Advisors, Inc. 4
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 4
Trevian Wealth Management LLC 4
TAGStone Capital, Inc. 4
Maryland Capital Advisors Inc. 4
Ahl Investment Management, Inc. 4
Barden Capital Management, Inc. 4
Coulter & Justus Financial Services, LLC 4
HST Ventures, LLC 4
Wealth Effects Llc 4
Aquire Wealth Advisors, LLC 4
Shore Point Advisors, LLC 4
Monograph Wealth Advisors, Llc 4
Boulder Hill Capital Management Lp 4
Cardinal Point Wealth Management Partners, LLC 4
Seldon Capital Lp 4
Treynor Bancshares, Inc. 4
Frontier Asset Management, LLC 4
Afg Fiduciary Services Limited Partnership 4
Taika Capital, LP 4
MKT Advisors LLC 4
Hyundai Investments Co., Ltd. 4
626 Financial, LLC 4
Sender Co & Partners, Inc. 4
H. L. Ormond & Company, LLC 4
CastleKnight Management LP 4
Mill Capital Management, LLC 4
Blackston Financial Advisory Group, LLC 4
Yarger Wealth Strategies, Llc 4
Sendero Wealth Management, LLC 4
Granite Bay Wealth Management, LLC 4
Monolith Advisors 4
EFG Asset Management (North America) Corp. 4
Rs Crum Inc. 4
Logan Stone Capital, LLC 4
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 4
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 4
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF 4
Key Client Fiduciary Advisors, LLC 4
Vantage Financial Partners, LLC 4
apricus wealth, LLC 4
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 4
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 4
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 4
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 4
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF 4
Clientfirst Wealth Management, LLC 4
DHK Financial Advisors, Inc. 4
Objective Capital Management, LLC 4
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 4
Nvest Financial, LLC 4
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 4
Solidarilty Wealth, LLC 4
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 4
Paragon Private Wealth Management, LLC 4
Lanham O'Dell & Company, Inc. 4
Buttonwood Financial Group, LLC 4
Financial Guidance Group, Inc. 4
Continental Investors Services, Inc. 4
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 4
Crown Wealth Group, LLC 4
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 4
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 4
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 4
Intrepid Financial Planning Group LLC 4
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 4
Acute Investment Advisory, Llc 4
XEMD - BondBloxx ETF Trust - BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF 4
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 4
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 4
Johnson & White Wealth Management, LLC 4
Cresta Advisors, Ltd. 4
Enzi Wealth 4
Virtus Family Office LLC 4
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 4
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 4
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 4
Gray Wealth Management Inc. 4
Catalyst Wealth Management, LLC 4
Chapin Davis, Inc. 4
RCS Financial Planning, LLC 4
Forza Wealth Management, LLC 4
Blue Investment Partners LLC 4
Crosspoint Financial, Llc 4
Prossimo Advisors, LLC 4
MRP Capital Investments, LLC 4
Longbow Finance SA 4
Auto-Owners Insurance Co 4
Hilltop Partners LLC 4
Strait & Sound Wealth Management LLC 4
St. Louis Financial Planners Asset Management, LLC 4
Boulder Wealth Advisors, LLC 4
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 4
Panoramic Investment Advisors, Llc 4
COIDX - IDX Funds - IDX Commodity Opportunities Fund Institutional Class Shares 4
CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares 4
Ratio Wealth Group 4
Petra Financial Advisors Inc 4
Park Edge Advisors, LLC 4
Channel Wealth Llc 4
KilterHowling LLC 4
Resolute Wealth Strategies, LLC 4
Ruggaard & Associates LLC 4
Advanced Portfolio Management, LLC 4
Trivant Custom Portfolio Group, LLC 4
3Chopt Investment Partners, LLC 4
FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund 4
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 4
Prairie Sky Financial Group LLC 4
Michael S. Ryan, Inc. 4
Genus Capital Management Inc. 4
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 4
Northwest Bank & Trust Co 4
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 4
AMFNX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Managed Futures Strategy Fund Class R6 4
Meritas Wealth Management, LLC 4
Key Bridge Compliance, LLC 4
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 4
Williams & Novak, LLC 4
Financial Security Advisor, Inc. 4
Syntax Research, Inc. 4
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 4
NORTHERN LIGHTS FUND TRUST II - Hodges Small Cap Fund Retail Class Shares 4
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 4
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 4
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 4
Invera Wealth Advisors, LLC 4
Cultivar Capital, Inc. 4
Capital Management Associates, Inc 4
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 4
Harbour Trust & Investment Management Co 4
Financial Architects, LLC 4
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund 4
Partnership Wealth Management, LLC 4
Adroit Compliance, LLC 4
Clarity Capital Advisors, LLC 4
DORVAL Corp 4
Objectivity Squared, LLC 4
Steward Partners Investment Solutions, Llc 4
Up Strategic Wealth Investment Advisors Llc 4
Balanced Rock Investment Advisor 4
Aviso Wealth Management 4
Mason Investment Advisory Services, Inc. 4
Dynamic Wealth Strategies, LLC 4
Delta Global Management LP 4
Polymer Capital Management (HK) LTD 4
Sollinda Capital Management LLC 4
Conscious Wealth Investments, Llc 4
SilverOak Wealth Management LLC 4
Long Island Wealth Management, Inc. 4
Clarity Capital Partners LLC 4
Novak & Powell Financial Services, Inc. 4
Vinland Capital Management Gestora de Recursos LTDA. 4
Sierra Summit Advisors Llc 4
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 4
PRAE - NORTHERN LIGHTS FUND TRUST III - PlanRock Alternative Growth ETF 4
Yeomans Consulting Group, Inc. 4
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 4
Davies Financial Advisors, Inc. 4
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 4
Adapt Wealth Advisors, Llc 4
Fpc Investment Advisory, Inc. 4
Sienna Gestion 4
Weaver Capital Management LLC 4
Amplify ETF Trust - Amplify AI Powered Equity ETF 4
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 4
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 4
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 4
SRN Advisors, LLC 4
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 4
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 4
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 4
Leslie Global Wealth, LLC 4
Syntrinsic LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 4
Granite FO LLC 4
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 4
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 4
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 4
von Borstel & Associates, Inc. 4
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 4
Blake Schutter Theil Wealth Advisors, LLC 4
Howard Bailey Securities, Llc 4
Jim Saulnier & Associates, Llc 4
Mindset Wealth Management, Llc 4
Promethium Advisors,llc 4
Plotkin Financial Advisors, LLC 4
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 4
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 4
Dale Q Rice Investment Management Ltd 4
Define Financial, Llc 4
Flywheel Private Wealth LLC 4
BFI Infinity Ltd. 4
Paul R. Ried Financial Group, LLC 4
Avantra Family Wealth, Inc. 4
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 4
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 4
GEN Financial Management, INC. 4
Archer Investment Management, LLC 4
Fairvoy Private Wealth, LLC 4
Asset Planning,Inc 4
Centerpoint Advisory Group 4
Lord & Richards Wealth Management, LLC 4
CogentBlue Wealth Advisors, LLC 4
PMG Wealth Management, Inc. 4
Midwest Capital Advisors, LLC 4
Sincerus Advisory, LLC 4
Fortress Financial Group, Llc 4
Novus Advisors, Llc 4
Generali Investments CEE, investicni spolecnost, a.s. 4
Permanent Capital Management, LP 4
Argentarii, LLC 4
Riverbend Wealth Management, LLC 4
Wealth High Governance Capital Ltda 4
Croban 4
HMV Wealth Advisors, LLC 4
Financially Speaking Inc 4
Prospect Financial Group LLC 4
Bay Capital Advisors, LLC 4
Grant Private Wealth Management Inc 4
Certior Financial Group, Llc 4
Tandem Investment Partners LLC 4
Solano Wealth Investment Advisors LLC 4
Kintayl Capital LP 4
Massar Capital Management, LP 4
Castlekeep Investment Advisors Llc 4
Lionshead Wealth Management, LLC 4
Measured Risk Portfolios, Inc. 4
Davidson Kahn Capital Management, LLC 4
Investment Management Corp /va/ /adv 4
Peak Retirement Planning, Inc. 4
Sunbeam Capital Management, LLC 4
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 4
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 4
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 4
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 4
Wealthedge Investment Advisors, Llc 4
Silver Oak Wealth Advisors Services, Llc 4
Northeast Planning Associates, Inc. / Nh / 4
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 4
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 4
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 4
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 4
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 4
Cooper Capital Advisors LLC 4
Stance Capital Llc 4
Huntleigh Advisors, Inc. 4
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF 4
Woodside Wealth Management LLC 4
Allium Financial Advisors, Llc 4
Golden Reserve Retirement LLC 4
Independence Financial Advisors, LLC 4
Ccm Investment Group, Llc 4
S-Bank Fund Management Ltd 4
TOWER TRUST & INVESTMENT Co 4
Alamea Verwaltungs GmbH 4
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 4
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 4
GK Wealth Management LLC 4
LCR - Managed Portfolio Series - Leuthold Core ETF 4
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 4
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y 4
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I 4
abrdn Funds - abrdn Focused U.S. Small Cap Active ETF 4
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A 4
Evelyn Partners Investment Management Services Ltd 4
Holos Integrated Wealth LLC 4
Limestone Investment Advisors LP 4
First International Bank of Israel Ltd. 4
Scott Marsh Financial, LLC 4
Nautilus Advisors LLC 4
Seneca Financial Advisors LLC 4
Horizon Funds - Centre American Select Equity Fund Investor Class 4
FTSFX - Capitol Series Trust - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares 4
Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF 4
Beacon Financial Strategies CORP 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Comstock Contrarian Equity ETF 4
Berman McAleer LLC 4
A4 Wealth Advisors LLC 4
Fearless Solutions, LLC dba Best Invest 4
Plan A Wealth LLC 4
Schnieders Capital Management, Llc. 4
IFS Group,LLC 4
HAP Trading, LLC 4
Danica Pension, Livsforsikringsaktieselskab 4
Virtue Asset Management Llc 4
KERR FINANCIAL PLANNING Corp 4
Severin Investments, LLC 4
Westview Management dba Westview Investment Advisors 4
ASL Financial, LLC 4
Hudson Oak Wealth Advisory LLC 4
Pursuit Wealth Management LLC 4
Global Trust Wealth Management LLC 4
Reicon Wealth Advisors, Llc 4
Fullerton Advisors, LLC 4
Stonebridge Financial Group, LLC / MO 4
Blue Water Asset Management 4
Stronghold Wealth Management L.L.C. 4
Fideuram - Intesa Sanpaolo Private Banking S.p.a. 4
Western Reserve Capital Management, LLC 4
Old Peak Finance LLC 4
Marble Wealth, LLC 4
Platform Wealth Management, LLC 4
Fortune Financial Group, Inc. 4
Tenzing Financial LLC 4
Safe Harbor Wealth Advisors, LLC 4
Pitcairn Wealth Advisors LLC 4
Prosperity Bancshares Inc 4
Colter Lewis Investment Partners LLC 4
Skyview Financial Group LLC 4
Andrews Advisory Associates, LLC 4
Lexington Hill Partners, LLC 4
Capstone Wealth Management, Inc. 4
Amicus Financial Advisors, LLC 4
PCB Capital LLC 4
Roan Capital Partners 4
Capital Squared Financial LLC 4
Integrity Wealth Partners, LLC 4
Altium Investment Strategies LLC 4
Philadelphia Investment Partners, LLC 4
TCFG Investment Advisors, LLC 4
TrustWell Financial Advisors, LLC 4
Z3 Capital Partners, LLC 4
Resolute Wealth Advisor, Inc. 4
Commerce Advisors, LLC 4
Envision Financial Transparency, LLC 4
Retiremitten Financial Llc 4
Norris Financial Group, LLC 4
Kamunting Street Capital Management, L.P. 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Chung Wu Investment Group, LLC 3
NFC Investments, LLC 3
Appalachian Capital Management Ltd 3
Lara, May & Associates, Llc 3
Cognios Capital, LLC 3
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 3
Northern Lights Variable Trust - 7Twelve Balanced Portfolio Class 4 3
Goldentree Asset Management Lp 3
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 3
Pinnbrook Capital Management Lp 3
Regis Management CO LLC 3
VanEck Funds 3
Nepc Llc 3
Wade Financial Advisory, Inc 3
Geier Asset Management, Inc. 3
Winthrop Advisory Group LLC 3
Telemark Asset Management, LLC 3
Kovitz Investment Group, LLC 3
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 3
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 3
PZVSX - ADVISORS SERIES TRUST - Pzena Small Cap Value Fund Investor Class 3
Marathon Asset Management Lp 3
Pacific Sage Partners, LLC 3
Newport Trust Co 3
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 3
SCW Capital Management, LP 3
Giverny Capital Inc. 3
Overbrook Management Corp 3
McGowan Group Asset Management, Inc. 3
IPSAX - WP Trust - IPS Strategic Capital Absolute Return Fund Institutional Class Shares 3
Burkehill Global Management, LP 3
Sicart Associates LLC 3
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 3
Performa Ltd (US), LLC 3
Ninepoint Partners LP 3
ODonnell Financial Services, LLC 3
Armor Advisors, L.l.c. 3
Patron Partners Advisors, Llc 3
GHEE - Collaborative Investment Series Trust - Goose Hollow Enhanced Equity ETF 3
Navigate Wealth Management, LLC 3
Bluestem Financial Advisors, Llc 3
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 3
Qvr Llc 3
Brookside Capital Management Llc 3
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 3
Ivory Investment Management, Llc 3
EWZ - iShares, Inc. - iShares MSCI Brazil ETF 3
Martin Currie Ltd 3
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 3
RK Capital Management, LLC 3
Larch Capital Partners Llc 3
Founders Capital Management, Llc 3
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class 3
BluePath Capital Management, LLC 3
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF 3
Main Management ETF Advisors, LLC 3
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 3
Magee Thomson Investment Partners Llc 3
Kalmar Investments Inc /de/ 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
Summit Place Financial Advisors, LLC 3
AVNV - AMERICAN CENTURY ETF TRUST - Avantis All International Markets Value ETF 3
Hyperion Partners, LLC 3
Train Babcock Advisors Llc 3
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 3
Guardian Partners Inc. 3
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A 3
Orca Investment Management, LLC 3
Wafra Inc. 3
JMG Financial Group, Ltd. 3
Cooper Creek Partners Management Llc 3
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 3
Benson Investment Management Company, Inc. 3
Virtus Insight Trust 3
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 3
Marathon Asset Mgmt Ltd 3
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 3
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 3
Sonoma Private Wealth LLC 3
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 3
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A 3
Institutional Capital Llc 3
Russell Clark Investment Management Ltd 3
BIT Capital GmbH 3
Sava Infond d.o.o. 3
Ergawealth Advisors, Inc. 3
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 3
Eschler Asset Management LLP 3
Privium Fund Management (UK) Ltd 3
Expressive Wealth LLC 3
Ancient Art, L.P. 3
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 3
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 3
Flow State Investments, L.P. 3
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 3
OneAscent Family Office, LLC 3
Castle Financial & Retirement Planning Associates, Inc. 3
Partners in Financial Planning 3
VELA Funds - VELA Short Duration Fund - Class A 3
SBI Okasan Asset Management Co.Ltd. 3
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 3
GSG Advisors LLC 3
Longer Investments Inc. 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 3
Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund Class A 3
Yoffe Investment Management, LLC 3
PFCFX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Class A 3
Regal Wealth Group, Inc. 3
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 3
Nuveen Quality Preferred Income Fund 3
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 3
General Partner, Inc. 3
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 3
Randolph Co Inc 3
Lightyear Fund Ii, L.p. 3
Bank Of Stockton 3
Rahlfs Capital, Llc 3
Pioneer Wealth Management Group 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 3
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 3
Geneva Partners, LLC 3
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 3
Flatrock Wealth Partners LLC 3
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 3
Hart & Patterson Financial Group Llc 3
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 3
David Kennon Inc 3
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 3
Applied Capital LLC/FL 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 3
KDK Private Wealth Management, LLC 3
Selway Asset Management 3
Ariston Services Group 3
Timmons Wealth Management, LLC 3
DOFAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Strategic Beta Emerging Markets Equity Fund Class A 3
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 3
Mmbg Investment Advisors Co. 3
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 3
Marshall & Sullivan Inc /wa/ 3
Legacy Wealth Partners, Inc. 3
TT Capital Management LLC 3
Tme Financial, Inc. 3
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF 3
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 3
Rand Wealth, Llc 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 3
Investment Advisory Services Inc /tx /adv 3
Archvest Wealth Advisors, Inc. 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 3
Napatree Capital Llc 3
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 3
AADWX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2055 Portfolio I Class 3
Allegiant Private Advisors, LLC 3
AAEGX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2060 Portfolio I Class 3
Skyline Asset Management Lp 3
AADHX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2045 Portfolio Investor Class 3
Excelsia, Inc. 3
Corundum Group, Inc. 3
Destra Investment Trust Ii 3
AMCPX - AMCAP FUND - AMCAP FUND Class A 3
Fore Capital, LLC 3
Stenger Family Office, LLC 3
Stonehaven Wealth & Tax Solutions, Llc 3
Dudley Capital Management, Llc 3
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 3
Aspire Growth Partners LLC 3
Nearwater Capital Markets, Ltd 3
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 3
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund 3
Disciplina Capital Management LLC 3
ECSQX - Harbor Funds II - Embark Commodity Strategy Fund Retirement Class 3
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 3
HAEMX - HARBOR FUNDS - Harbor Emerging Markets Equity Fund Institutional Class 3
Burnham Asset Management Corp /ny/ 3
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 3
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 3
Lakeshore Financial Planning, Inc. 3
Westwood Wealth Management 3
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 3
Granite Group Advisors, LLC 3
AAEVX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2065 Portfolio R6 Class 3
Pine Harbor Wealth Management, LLC 3
Strive Asset Management, LLC 3
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 3
Zuckerman Investment Group, LLC 3
Knollwood Investment Advisory, LLC 3
AADNX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2050 Portfolio Investor Class 3
FAMFX - FENIMORE ASSET MANAGEMENT TRUST - FAM Small Cap Fund Investor 3
Palisades Investment Partners, LLC 3
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 3
Newport Wealth Strategies, Inc. 3
AACSX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2040 Portfolio Investor Class 3
Scott & Selber, Inc. 3
Long Wharf Investors, Inc. 3
Hokanson Associates, Inc. 3
Bulldog Investors, LLP 3
Bastion Asset Management Inc. 3
Compass Capital Management, Inc 3
Macguire, Cheswick & Tuttle Investment Counsel Llc 3
Timberline Asset Management LLC 3
Brooklands Fund Management Ltd 3
Union Investments & Development Ltd. 3
Touradji Capital Management, Lp 3
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 3
Three Seasons Wealth, LLC 3
GRRIX - SARATOGA ADVANTAGE TRUST - James Alpha Macro Portfolio Class I Shares 3
Client First Investment Management LLC 3
Strategic Planning Group, Llc 3
Morgens Waterfall Vintiadis & Co Inc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 3
Cambridge Associates Llc /ma/ /adv 3
MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A 3
Bolthouse Investments, LLC 3
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 3
PFM Health Sciences, LP 3
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 3
Lesa Sroufe & Co 3
Vetamer Capital Management, L.p. 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 3
Hansberger Global Investors Inc/fl 3
Cura Wealth Advisors, Llc 3
Greystone Financial Group, LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 3
Integrated Wealth Counsel, Llc 3
Deer Park Road Corp 3
Eii Capital Management, Inc. 3
Monetta Financial Services Inc 3
Elefante Michael B 3
Southpoint Capital Advisors LP 3
Silverleafe Capital Partners, LLC 3
Vista Cima Wealth Management LLC 3
Monaco Asset Management SAM 3
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 3
Canoe Financial LP 3
Cornerstone Financial Group, LLC /NE/ 3
Capital Financial Group Inc\co\ /adv 3
Pettee Investors, Inc. 3
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 3
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 3
Pennington Partners & Co., Llc 3
Vanderbilt University 3
RQIAX - NORTHERN LIGHTS FUND TRUST III - RESQ Strategic Income Fund Class A Shares 3
Alliance Private Wealth, LLC 3
Silver Oak Advisory Group, Inc. 3
Cassia Capital Partners, LLC 3
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 3
Whelan Financial 3
Gerald Baker Financial Group LLC 3
Carronade Capital Management, LP 3
Rothschild & Co Wealth Management UK Ltd 3
Us Global Investors Funds 3
Schwerin Boyle Capital Management Inc 3
Croft-leominster Inc 3
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 3
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 3
Marks Wealth, LLC 3
Note Advisors, LLC 3
Somerset Group LLC 3
Generations Wealth, LLC 3
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 3
CMIFX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Founders Class 3
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I 3
Guggenheim Equal Weight Enhanced Equity Income Fund 3
Helium Advisors LLC 3
CrossGen Wealth, LLC 3
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 3
Gillespie Robinson & Grimm Inc 3
Cardinal Point Wealth Management LLC 3
Evergreen Wealth Management, LLC 3
Retirement Planning Group, Llc / Ny 3
RELAX - FundX Investment Trust - FundX Conservative Upgrader Fund 3
Nichols Asset Management LLC 3
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 3
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 3
BSJK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 High Yield Corporate Bond ETF 3
Michels Family Financial, LLC 3
National Investment Services Inc /wi 3
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 3
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 3
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 3
Transparent Wealth Partners LLC 3
RedJay Asset Management Inc. 3
Oppenheimer Equity Fund 3
Stadium Capital Management Llc 3
Benchmark Capital Advisors 3
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 3
Mason & Associates, LLC 3
Retirement Design & Management Inc /adv 3
First Growth Capital LLC 3
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 3
Mokosak Advisory Group, LLC 3
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 3
Ridgepath Capital Management LLC 3
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 3
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 3
Gavea Investimentos Ltda 3
Atlas Principals, LLC 3
Resolute Financial, Llc 3
Refined Wealth Management 3
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 3
Day & Ennis, LLC 3
Carl Stuart Investment Advisor, Inc 3
Edmond De Rothschild Asset Management (france) 3
Mork Capital Management, LLC 3
Dakota Community Bank & Trust NA 3
LPF Advisors LLC 3
Sather Financial Group Inc 3
NorthLanding Financial Partners, LLC 3
Aubrey Capital Management Ltd 3
Brucke Financial, Inc. 3
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 3
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 3
Sanchez Wealth Management Group 3
Morton Capital Management LLC/CA 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 3
Total Wealth Planning & Management, Inc. 3
Opal Capital Llc 3
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF 3
CRTBX - PFS FUNDS - Conquer Risk Tactical Rotation Fund 3
Titan Global Capital Management Usa Llc 3
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 3
Castle Creek Capital Partners VI, LP 3
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 3
One River Asset Management, LLC 3
Nuveen S&p 500 Buywrite Income Fund 3
Coronation Fund Managers Ltd. 3
Mcdaniel Terry & Co 3
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 3
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 3
V2 Financial group LLC 3
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 3
Security National Bank Of So Dak 3
Cohen & Steers Global Income Builder, Inc 3
New England Guild Wealth Advisors, Inc. 3
Stirlingshire Investments, Inc. 3
Magnolia Wealth Management, LLC 3
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 3
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 3
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 3
Magnolia Group, Llc 3
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 3
Trident IV LP 3
Charter Research & Investment Group, Inc. 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 3
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 3
Check Capital Management Inc/ca 3
DDD Partners, LLC 3
IronOak Wealth LLC. 3
Choice Wealth Advisors, LLC 3
SSFI - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF 3
BHK Investment Advisors, LLC 3
Umpqua Bank 3
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A 3
Campbell Deegan Wealth Management, LLC 3
III Capital Management 3
Caisse Des Depots Et Consignations 3
Nuveen Municipal Credit Opportunities Fund 3
Eaton Vance Tax-managed Buy-write Income Fund 3
Beto Financial Group, Llc 3
O'Keefe Stevens Advisory, Inc. 3
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund 3
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 3
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 3
Buckley Wealth Management, LLC 3
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 3
Noble Family Wealth, LLC 3
Salient Private Client, Llc 3
Nestegg Advisors, Inc. 3
Graetz Wealth LLC 3
Touchstone Investment Trust 3
Boston Mountain Money Management Inc 3
Invesco Bldrs Index Funds Trust 3
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 3
Scepter Holdings, Inc. 3
Gibson Wealth Advisors LLC 3
New Covenant Trust Company, N.A. 3
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 3
Bitterroot Capital Advisors Llc 3
Blackrock Cori Funds 3
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 3
United States Steel & Carnegie Pension Fund 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 3
Putnam Fund For Growth & Income 3
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 3
Eagle Rock Investment Company, Llc 3
Intrepid Capital Management Inc 3
Financial Planning Fort Collins, LLC 3
Richwood Investment Advisors, LLC 3
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 3
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 3
RW Investment Management LLC 3
Mosaic Financial Group, Llc 3
Tilson Financial Group, Inc. 3
Reliant Wealth Planning 3
Watts Gwilliam & Co., LLC 3
Aspen Wealth Strategies, LLC 3
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 3
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class 3
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A 3
MML SERIES INVESTMENT FUND - MML Global Fund Class I 3
GGUIX - abrdn Funds - abrdn Focused U.S. Small Cap Equity Fund Institutional Class 3
Northbridge Financial Group, Llc 3
Gamco Global Gold, Natural Resources & Income Trust 3
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 3
Mizuho Markets Cayman LP 3
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 3
DME Capital Management, LP 3
Lake Hills Wealth Management, LLC 3
Julex Capital Management, Llc 3
Lauer Wealth, LLC 3
Robeco Schweiz AG 3
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 3
CATEX - Starboard Investment Trust - Cavalier Growth Opportunities Fund Institutional Class Shares 3
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 3
Edmunds White Partners Llc 3
Terrapin Asset Management, LLC 3
Epic Trust Investment Advisors, LLC 3
Odyssey Capital Advisors, Inc. 3
Usa Mutuals Advisors, Inc. 3
Jnl Strategic Income Fund Llc 3
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A 3
Forty4 Asset Management LLC 3
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 3
Aspetuck Financial Management LLC 3
Winchester Group Inc. 3
40 North Management LLC 3
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 3
Virginia Wealth Management Group, Inc. 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
Phillips Wealth Planners LLC 3
Wealth Dimensions Group, Ltd. 3
Oppenheimer Corporate Bond Fund 3
COFG Advisors, LLC 3
IVSBX - IVY FUNDS - Ivy Global Bond Fund Class B 3
PRB Advisors LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 3
Rainsberger Wealth Advisors, Inc. 3
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 3
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 3
Dixon Mitchell Investment Counsel Inc. 3
Towneley Capital Management, Inc / DE 3
Rubicon Advisors, GP 3
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 3
Bank Pictet & Cie (asia) Ltd 3
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 3
Topel & Distasi Wealth Management, LLC 3
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 3
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 3
Asset Management Advisors, LLC 3
Bullseye Investment Management, LLC 3
Trust Co of the South 3
Gamco Natural Resources, Gold & Income Trust 3
Vulcan Value Partners, LLC 3
Veritas Investment Management (UK) Ltd 3
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 3
TAXX - BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Short Duration ETF 3
Veritas Investment Management LLP 3
QEELX - AQR Funds - AQR Emerging Multi-Style Fund Class I 3
Tower Wealth Partners, Inc. 3
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A 3
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 3
StoneCrest Wealth Management, Inc. 3
Integrity Investment Advisors, LLC 3
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 3
Wooster Corthell Wealth Management, Inc. 3
BLACKROCK FUNDS - BlackRock Global Equity Absolute Return Fund Class K 3
Agate Pass Investment Management, LLC 3
Sabadell Asset Management, S.A S.G.I.I.C 3
Van Leeuwen & Company, LLC 3
Terril Brothers, Inc. 3
CMG Global Holdings, LLC 3
Larry Mathis Financial Planning, LLC 3
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 3
Smead Capital Management, Inc. 3
Lewis Asset Management, LLC 3
Avid Wealth Partners LLC 3
Mullooly Asset Management, Inc. 3
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 3
Aull & Monroe Investment Management Corp 3
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 3
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 3
Valentine Capital Asset Management, Inc. 3
Global X Japan Co., Ltd. 3
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 3
Summit Creek Advisors LLC 3
Cabot-Wellington, LLC 3
Arvest Investments, Inc. 3
Strategic Financial Partners, Ltd. 3
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 3
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 3
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 3
Rockingstone Advisors LLC 3
Alpine Partners USVI, LLC 3
SIMA Wealth Partners, LLC 3
Seek First Inc. 3
Bank of Kentucky, Inc. 3
Gabelli Go Anywhere Trust 3
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 3
Vision Capital Management, Inc. 3
Elser Financial Planning, Inc 3
Sagace Wealth Management LLC 3
VVSGX - VALIC Co I - Small Cap Growth Fund 3
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 3
TDSB - Exchange Listed Funds Trust - Cabana Target Drawdown 7 ETF 3
Peconic Partners Llc 3
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 3
University Of Notre Dame Du Lac 3
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 3
One Wealth Management Investment & Advisory Services, LLC 3
Derbend Asset Management 3
Putnam Master Intermediate Income Trust 3
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 3
Main Street Research LLC 3
ZynergyRetirementPlanningLLC 3
Sloane Robinson LLP 3
Westco Advisory Services Inc /adv 3
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 3
Surience Private Wealth Llc 3
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 3
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 3
Profunds - Profund Vp Large-cap Growth 3
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 3
Hosking & Co Ltd 3
Nichols & Pratt Advisers Llp /ma 3
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 3
Retirement Investment Advisors, Inc. 3
Northstar Asset Management Llc 3
MSSS - Northern Lights Fund Trust IV - Monarch Select Subsector Index ETF 3
Parker Investment Management, LLC 3
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
Beutel, Goodman & Co Ltd. 3
Doubleline Income Solutions Fund 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 3
Echo45 Advisors LLC 3
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 3
Symons Capital Management Inc 3
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 3
GRRSX - James Alpha Funds Trust - James Alpha Macro Fund Class R6 3
Skba Capital Management Llc 3
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 3
Brigade Capital Management, Lp 3
Quadrature Capital LLP 3
CORDA Investment Management, LLC. 3
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 3
QAWSX - Ultimus Managers Trust - Q3 ALL-WEATHER SECTOR ROTATION FUND Investor Class 3
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C 3
Acuity Investment Management Inc 3
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 3
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 3
BancFirst Trust & Investment Management 3
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 3
Peachtree Investment Partners, LLC 3
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 3
Tiff Advisory Services Inc 3
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 3
WBBNX - WILLIAM BLAIR FUNDS - William Blair Bond Fund Class N 3
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 3
Kondo Wealth Advisors, Inc. 3
Hudson Value Partners, LLC 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
Retirement Management Systems Inc. 3
Old West Investment Management, LLC 3
BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents 3
BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Intermediate Duration ETF 3
Highmount Capital, LLC 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 3
Gentry Private Wealth, Llc 3
OxenFree Capital LLC 3
Letko, Brosseau & Associates Inc 3
Lombard Odier & Cie (Bahamas) Ltd 3
Hillman Capital Management, Inc. 3
Consilium Wealth Advisory, LLC 3
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 3
truNorth Financial Services, Inc. 3
Campbell Capital Management Inc 3
Saiers Capital, LLC 3
Oppenheimer & Close, Inc. 3
Shelton Wealth Management, Llc 3
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 3
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 3
jvl associates llc 3
CPA Asset Management LLC 3
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 3
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 3
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 3
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 3
Maxi Investments CY Ltd 3
Fiduciary Services Corp/ga 3
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C 3
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF 3
Kilner Capital Advisors, Llc 3
Fairfield Financial Advisors, LTD 3
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 3
Beaumont Asset Management, L.L.C. 3
Fishman Jay A Ltd/mi 3
Carrhae Capital LLP 3
Good Harbor Financial, LLC 3
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 3
Symphony Financial Services, Inc. 3
Foyston, Gordon, & Payne Inc 3
Kapstone Financial Advisors LLC 3
FreeGulliver LLC 3
Kensington Investment Counsel, LLC 3
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
Signal Tree Financial Partners Llc 3
Catapult Capital Management Llc 3
Ausbil Investment Management Ltd 3
Friess Associates Llc 3
Afam Capital, Inc. 3
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 3
Rbo & Co Llc 3
Private Advisors, LLC 3
Manikay Partners, LLC 3
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 3
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 3
Alpha Quant Advisors, Llc 3
Wealth Advisory Team LLC 3
American Family Investments, Inc. 3
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 3
Kidder Stephen W 3
Caliber Wealth Management, Llc 3
Amcap Fund 3
Hyposwiss Advisors SA 3
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 3
Hugh Johnson Advisors LLC 3
CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 3
Steadfast Capital Management Lp 3
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 3
NS Partners Ltd 3
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class 3
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 3
Smith Thornton Advisors LLC 3
LOM Asset Management Ltd 3
Stelliam Investment Management, Lp 3
Trilogy Global Advisors Lp 3
Stephenson & Company, Inc. 3
Vines Capital Management, LLC 3
William B. Walkup & Associates, Inc. 3
Vahanian & Associates Financial Planning Inc. 3
First International Bank & Trust 3
FPPTX - FPA CAPITAL FUND INC - FPA Capital Fund, Inc. 3
ABN AMRO Bank N.V. 3
FISR - SSGA Active Trust - SPDR SSGA Fixed Income Sector Rotation ETF 3
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 3
P Schoenfeld Asset Management Lp 3
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 3
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. 3
Diversified Investment Strategies, LLC 3
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
Tabor Asset Management, LP 3
Zenit Asset Management AB 3
Troluce Capital Advisors LLC 3
Starr International Co Inc 3
Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares 3
Aster Investment Management Co Inc 3
Carderock Capital Management Inc 3
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
Capital Counsel Llc/ny 3
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 3
Atalanta Sosnoff Capital, Llc 3
First Nebraska Trust Co 3
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 3
American Asset Management Inc. 3
David J Yvars Group 3
Gimbal Financial 3
Sentry LLC 3
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 3
Rexford Capital Inc 3
Westport Advisers Llc 3
Berkshire Hathaway Inc 3
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 3
New World Advisors LLC 3
Kavi Asset Management, LP 3
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II 3
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 3
New York Life Investments Alternatives 3
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 3
Kennedy Investment Group 3
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 3
Oppenheimer Discovery Fund 3
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 3
Heritage Way Advisors, LLC 3
Saratoga Research & Investment Management 3
General American Investors Co Inc 3
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 3
Clear Wave Wealth Management Llc 3
Blackrock Enhanced Global Dividend Trust 3
CAPTX - Capitol Series Trust - Canterbury Portfolio Thermostat Fund Institutional Shares 3
Duff & Phelps Investment Management Co 3
Portland Investment Counsel Inc. 3
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 3
Tech Square Trading Lp 3
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 3
Highlander Partners, L.P. 3
Aberdeen Wealth Management LLC 3
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 3
Omni Partners Llp 3
Eagle Wealth Strategies Llc 3
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 3
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 3
Lincluden Management Ltd 3
Herr Investment Group LLC 3
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 3
Andina Capital Management, LLC 3
Stark Wealth Management LLC 3
Eaton Vance High Income 2021 Target Term Trust 3
Stapp Wealth Management, Pllc 3
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 3
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 3
Puzo Michael J 3
Brooktree Capital Management 3
DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C 3
Timucuan Asset Management Inc/fl 3
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 3
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 3
Polen Capital Management Llc 3
Hara Capital LLC 3
Speece Thorson Capital Group Inc 3
Professional Advisory Services Inc 3
Adirondack Research & Management Inc. 3
Btr Capital Management Inc 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 3
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 3
Martel Wealth Advisors Inc 3
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 3
Kinloch Capital, LLC 3
CAMG Solamere Management, LLC 3
Alerus Investment Advisors Corp 3
BDBT - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Core Bond ETF 3
Gibson Capital, LLC 3
Hofer & Associates. Inc 3
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 3
Beach Investment Management, LLC. 3
Capital CS Group, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 3
John A. Wolfe & Associates, Inc. 3
Sound Shore Management Inc /ct/ 3
Power Wealth Management Llc 3
Olstein Funds 3
FMBHX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Core Plus Bond Fund Fidelity Advisor Municipal Core Plus Bond Fund : Class Z 3
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 3
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 3
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 3
BEMB - iSHARES TRUST - iShares J.P. Morgan Broad USD Emerging Markets Bond ETF 3
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 3
RCRIX - RIVERPARK FUNDS TRUST - RiverPark Floating Rate CMBS Fund Institutional Class Shares 3
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 3
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 3
Vestwell Advisors, LLC 3
Montag & Caldwell, Llc 3
Regents Of The University Of California 3
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 3
Klk Capital Management Llc 3
TMB Capital Partners, LLC 3
Miller/howard High Income Equity Fund 3
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 3
Arbor Capital Management Llc 3
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 3
Steinberganna Wealth Management 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class 3
Wells Fargo Income Opportunities Fund 3
Aventus Investment Advisors, Inc. 3
Blalock Williams, Llc 3
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 3
Fortune 45 LLC 3
NexPoint Credit Strategies Fund 3
BAM Wealth Management, LLC 3
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 3
Stillwater Private Wealth, LLC 3
Western Asset High Income Fund Ii Inc. 3
Planning Solutions Group Llc 3
Tcg Financial Series Trust Vii 3
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 3
Cunning Capital Partners, LP 3
Rhodes Investment Advisors Inc /adv 3
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 3
Inverness Investment Group, LLC 3
JHL Capital Group LLC 3
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 3
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 3
Tourbillon Capital Partners, L.P. 3
Independent Family Office, LLC 3
Intrinsic Edge Capital Management LLC 3
Manske Wealth Management 3
Gw Capital Inc 3
Pioneer Family Office, LLC 3
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 3
WATWX - WANGER ADVISORS TRUST - Wanger Select 3
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class 3
NerdWallet Wealth Partners, LLC 3
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 3
Kepler Cheuvreux (Suisse) SA 3
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 3
Hellman Jordan Management Co Inc /ma/ 3
NINE MASTS CAPITAL Ltd 3
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 3
GLBNX - Managed Portfolio Series - Great Lakes Bond Fund Institutional Class Shares 3
Excelsior Advisor Network LLC 3
GreatBanc Trust CO 3
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 3
King Street Capital Management, L.p. 3
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 3
Donald Smith & Co., Inc. 3
Altiora Financial Group, LLC 3
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 3
CCMSX - Advisors' Inner Circle Fund II - Cardinal Small Cap Value Fund Institutional Class Shares 3
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 3
SA FUNDS INVESTMENT TRUST - SA International Value Fund 3
Mainstream Capital Management LLC 3
Triune Financial Partners, LLC 3
Keystone Financial Services 3
TRB Wealth Management, LLC 3
Shared Vision Wealth Group LLC 3
Finivi Inc. 3
Sherman Porfolios, Llc 3
Nantahala Capital Management, LLC 3
Miller Global Investments, LLC 3
BHF RG Capital Inc. 3
Castle Hook Partners LP 3
Jafra Capital Management LP 3
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 3
Midwest Wealth Management Inc. 3
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares 3
Sentry Investments Corp. 3
Piper Jaffray Companies 3
Kraft Asset Management, Llc 3
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 3
Ws Management Lllp 3
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 3
EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A 3
Paller Financial Services Inc 3
Darrow Company, Inc. 3
Hummer Financial Advisory Services Inc 3
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 3
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class 3
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 3
HBE Wealth Management, LLC 3
Buckingham Capital Management, Inc. 3
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 3
Shone Asset Management LLC 3
New Mountain Vantage Advisers, L.l.c. 3
EMHC - SPDR SERIES TRUST - SPDR Bloomberg Barclays Emerging Markets USD Bond ETF 3
Cannon Wealth Management Services, LLC 3
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 3
ProCore Advisors, LLC 3
American National Registered Investment Advisor, Inc. 3
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 3
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 3
Lombard Odier & Cie (Canada), Limited Partnership 3
Integrated Wealthcare, Llc 3
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 3
Northland Securities, Inc. 3
Cyrus J. Lawrence, LLC 3
Zweig Advisers Llc 3
Empirical Capital Management, LLC 3
Boussard & Gavaudan Investment Management LLP 3
South Georgia Capital, Llc 3
DeLarme Wealth Management, Inc. 3
Diversified Management Inc 3
Adelphi Trust Co 3
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 3
American Alpha Advisors, LLC 3
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II 3
J.M. Arbour, LLC 3
King Wealth 3
Wolff Financial Management Llc 3
Long Pond Capital, LP 3
Compass Financial Group, Inc. 3
EQ ADVISORS TRUST - 1290 VT Energy Portfolio Class K 3
Rivernorth Opportunities Fund, Inc. 3
Breachway Investments LLC 3
Ticino Wealth 3
Cedar Capital, Llc 3
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 3
Walleye Partners, LLC 3
BBT Capital Management, LLC 3
OCIO - ETF Series Solutions - ClearShares OCIO ETF 3
AGBPX - Allianz Funds Multi-Strategy Trust - AllianzGI Green Bond Fund Class P 3
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 3
Elk Creek Partners, LLC 3
Minot Wealth Management LLC 3
Directional Asset Management 3
Marmo Financial Group, LLC 3
Merited Wealth, LLC 3
Vantage Investment Partners, LLC 3
Brindle & Bay Financial Advisors, LLC 3
Masters Capital Management Llc 3
J. Team Financial, Inc. 3
Elevated Financial Group LLC 3
Anchyra Partners Llc 3
Sheets Smith Investment Management 3
Ashford Capital Management Inc 3
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 3
Capital Developers, LLC 3
Wealth Management Solutions, LLC 3
Private Harbour Investment Management & Counsel, LLC 3
Hikari Tsushin, Inc. 3
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 3
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 3
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 3
Summit Partners Public Asset Management, Llc 3
Carter Financial Group, INC. 3
ARMIX - Advisors' Inner Circle Fund III - ARGA EMERGING MARKETS VALUE FUND Institutional Shares 3
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 3
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 3
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 3
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 3
TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund 3
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 3
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 3
Viewpoint Investment Partners Corp 3
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 3
St. James Investment Advisors, LLC 3
Omnitrust Wealth Management, Inc 3
Warner Financial, Inc 3
Morgan Stanley Emerging Markets Debt Fund Inc 3
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 3
RB Capital Management, LLC 3
Acorn Creek Capital Llc 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 3
Integrity Advisory, LLC 3
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf 3
Fell Capital Management /adv 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 3
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 3
Altus Wealth Management, LLC 3
Pacific Park Financial, Inc. 3
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 3
Powers Advisory Group, LLC 3
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 3
Epiphany Funds 3
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 3
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 3
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 3
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 3
Market Street Wealth Management Advisors Llc 3
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares 3
Marshall Financial Group Inc /adv 3
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 3
Sage Investment Advisers LLC 3
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 3
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 3
QVT Financial LP 3
Ruane, Cunniff & Goldfarb Inc 3
DALT - Two Roads Shared Trust - Anfield Capital Diversified Alternatives ETF 3
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 3
Securian Funds Trust - SFT Core Bond Fund Class 1 3
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 3
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 3
Jackson Hole Capital Partners, LLC 3
Myecfo, Llc 3
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 3
JEMAX - JPMorgan Trust I - JPMorgan Emerging Markets Corporate Debt Fund Class A 3
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 3
Xulu, Inc. 3
Federated Mdt Large Cap Value Fund 3
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 3
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 3
Sumitomo Mitsui Financial Group, Inc. 3
GeoSphere Capital Management 3
Howard Capital Management Group, LLC 3
Asset Management Resources, LLC 3
Scoggin Management Lp 3
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 3
Loveless Wealth Management LLC 3
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 3
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 3
FS Series Trust - FS Market Neutral Fund Class I 3
Pingora Partners LLC 3
Seven Mile Advisory 3
Blenheim Capital Management, BV 3
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 3
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P 3
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 3
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund 3
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 3
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 3
20/20 Capital Management, Inc. 3
Redstone Wealth Management, Llc 3
PIMGMVA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Balanced Allocation Portfolio Administrative 3
Cross Staff Investments Inc 3
Arxis Securities Llc 3
KLS Professional Advisors Group, LLC 3
Ascent Advisors, LLC 3
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 3
Elwood & Goetz Wealth Advisory Group, LLC 3
Signify Wealth 3
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 3
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 3
Centre Asset Management, LLC 3
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 3
Kempner Capital Management Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 3
WMBDX - WESMARK FUNDS - WesMark Government Bond Fund 3
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 3
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 3
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 3
KRMA - Global X Funds - Global X Conscious Companies ETF 3
Permit Capital Advisors, LLC 3
Pensionfund Sabic 3
Ceera Investments, Llc 3
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
Chapman Investment Management, LLC 3
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund 3
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 3
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 3
UUPIX - Profunds - Ultraemerging Markets Profund Investor Class 3
UBPIX - Profunds - Ultralatin America Profund Investor Class 3
LGPIX - Profunds - Large-cap Growth Profund Investor Class 3
Ballast Rock Private Wealth LLC 3
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 3
Eaton Vance Short Duration Diversified Income Fund 3
FFG Partners, LLC 3
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 3
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 3
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 3
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 3
Nexus Investment Management ULC 3
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 3
John Hancock Tax-advantaged Global Shareholder Yield Fund 3
Cdkv Holdings Llc 3
PMOAX - PRINCIPAL FUNDS INC - Opportunistic Municipal Fund Class A 3
Regis Acquisition Inc. 3
Marshwinds Advisory Co 3
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 3
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 3
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 3
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 3
Novak Financial Planning, LLC 3
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 3
High Income Opportunities Portfolio - High Income Opportunities Portfolio 3
Castle Creek Capital Partners VIII, LP 3
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 3
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 3
JEMB - Janus Detroit Street Trust - Janus Henderson Emerging Markets Debt Hard Currency ETF 3
Invesco, Llc 3
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 3
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 3
Montrusco Bolton Investments Inc. 3
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 3
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 3
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 3
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 3
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 3
Vannoy Advisory Group, Inc. 3
OakTrust Wealth Advisors, LLC 3
Davis Partnership, LP 3
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 3
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 3
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 3
Argonautica Private Wealth Management, Inc 3
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 3
Oppenheimer Rising Dividends Fund 3
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 3
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 3
Western Asset Income Fund 3
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A 3
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 3
Brookfield Real Assets Income Fund Inc. 3
Norman Fields, Gottscho Capital Management, LLC 3
Truefg, Llc 3
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 3
SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A 3
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 3
Sandro Wealth Management LLC 3
Inlet Private Wealth, LLC 3
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 3
Profunds - Profund Vp Emerging Markets 3
Castellan Group, LLC 3
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio 3
Cassady Wealth & Retirement Planning, LLC 3
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 3
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 3
YACKX - AMG FUNDS - AMG Yacktman Fund Class I 3
WS Portfolio Advisory, LLC 3
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF 3
HLREX - HARDING LOEVNER FUNDS INC - Emerging Markets Research Portfolio Institutional Class 3
Evergreen Advisors, LLC 3
BKF - iShares, Inc. - iShares MSCI BRIC ETF 3
Financially in Tune, LLC 3
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 3
JODIX - Advisers Investment Trust - JOHCM US Small Mid Cap Equity Fund Class I 3
CRDT - Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF 3
ICW Investment Advisors LLC 3
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 3
Lincoln Capital LLC 3
Cornerstone Total Return Fund Inc 3
Snider Financial Group 3
Twele Capital Management, Inc. 3
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 3
M.e. Allison & Co., Inc. 3
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N 3
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 3
Advanced Series Trust - Ast Mid-cap Growth Portfolio 3
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 3
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 3
KHYB - Krane Shares Trust - KraneShares CCBS China Corporate High Yield Bond USD Index ETF 3
First Citizens Asset Management, Inc. 3
Laurel Grove Capital, LLC 3
Professional Financial Solutions Llc /adv 3
1858 Wealth Management, Llc 3
Myriad Asset Management Advisors LLC 3
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 3
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 3
Rappaport Reiches Capital Management, LLC 3
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 3
Madison Scottsdale, LC 3
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 3
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 3
Ipsen Advisor Group LLC 3
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 3
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 3
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 3
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
Cathy Pareto & Associates, Inc 3
SSBWX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2030 Fund Class I 3
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 3
ADHVX - Advisors' Inner Circle Fund III - Aegon Short Duration High Yield Fund Investor Shares 3
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 3
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 3
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 3
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 3
Cadia Private Client LLC 3
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 3
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares 3
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 3
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 3
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 3
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A 3
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 3
Orca Wealth Management, LLC 3
Ducere Wealth Management LLC 3
Oppenheimer Limited-term Bond Fund 3
Stokes & Hubbell Capital Management, LLC 3
Act Wealth Management, Llc 3
Opes Advisors Inc 3
S&G Foundation 3
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 3
PFUMX - PRINCIPAL FUNDS, INC. - Finisterre Emerging Markets Total Return Bond Fund Institutional Class 3
Tandem Capital Management Corp /adv 3
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 3
Hoertkorn Richard Charles 3
Cannon Global Investment Management, LLC 3
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 3
ICSIX - NORTHERN LIGHTS FUND TRUST II - Dynamic U.S. Opportunity Fund Class I 3
DWAT - Arrow Investments Trust - Arrow DWA Tactical ETF 3
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 3
SIH Partners, LLLP 3
Newfoundland Capital Management 3
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 3
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund 3
SSBRX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2025 Fund Class I 3
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 3
ICICI Prudential Asset Management Co Ltd 3
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 3
Red Cedar Investment Management, Llc 3
Resource Planning Group 3
O'Neil Global Advisors, Inc. 3
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 3
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 3
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 3
Fidelity Multi-Strategy Credit Fund 3
Red Reef Advisors Llc 3
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 3
Davis Wealth Advisors, LLC 3
TILUX - MORGAN STANLEY PATHWAY FUNDS - Inflation-Linked Fixed Income Fund 3
Benchmark Financial Wealth Advisors, LLC 3
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 3
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 3
Stillwater Capital Advisors, LLC 3
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 3
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 3
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 3
Lathrop Investment Management Corp 3
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 3
Fcm Investments/tx 3
Obsidian Personal Planning Solutions LLC 3
PW Nova Financial Services LLC 3
Cypress Financial Planning Llc 3
Columbia Trust Co 01012016 3
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 3
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 3
Opera Trading Capital 3
ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class 3
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 3
Marathon Asset Management Llp 3
SevenOneSeven Capital Management 3
Inman Jager Wealth Management, LLC 3
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 3
Bordeaux Wealth Advisors LLC 3
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 3
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 3
LTG Capital LLC 3
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 3
Hosking Partners LLP 3
Forte Asset Management Llc 3
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class 3
Torch Wealth Management LLC 3
Elm3 Financial Group, LLC 3
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 3
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 3
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 3
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 3
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I 3
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 3
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 3
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 3
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 3
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 3
Taikang Asset Management (Hong Kong) Co Ltd 3
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 3
Venator Management LLC 3
Aurelius Family Office LLC 3
Lansdowne Partners (uk) Llp 3
Serenus Wealth Advisors, LLC 3
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional 3
SIRAX - Northern Lights Fund Trust - Sierra Tactical All Asset Fund Class A 3
FRDM - Alpha Architect ETF Trust - Freedom 100 Emerging Markets ETF 3
Sanford Advisory Services, LLC 3
Williams Financial, LLC 3
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 3
BostonPremier Wealth LLC 3
Custos Family Office, LLC 3
Greenfield Savings Bank 3
Bellevue Group AG 3
RiverPark Advisors, LLC 3
Two Roads Shared Trust - Hypatia Women CEO ETF 3
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 3
Louisbourg Investments Inc. 3
Gabelli Convertible & Income Securities Fund Inc 3
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A 3
Primecap Management Co/ca/ 3
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 3
Harbor Advisory Corp /ma/ 3
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 3
XNAV - FundX Investment Trust - FundX Aggressive ETF 3
United Capital Management of KS, Inc. 3
Western Asset High Yield Defined Opportunity Fund Inc. 3
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 3
Warwick Investment Management, Inc. 3
Ridgeline Wealth Planning, LLC 3
JAEAX - SARATOGA ADVANTAGE TRUST - James Alpha Event Driven Portfolio Class A Shares 3
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 3
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 3
Starfox Financial Services, LLC 3
MBA Advisors LLC 3
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 3
EXITX - MANNING & NAPIER FUND, INC. - International Series Class S 3
Sterling Ridge Capital Management LP 3
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 3
Cannell Capital Llc 3
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 3
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 3
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 3
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 3
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 3
Townsend & Associates, Inc 3
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF 3
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 3
MDCEX - Starboard Investment Trust - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares 3
Patriot Financial Partners Iii, L.p. 3
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 3
SAPEX - Advisors Preferred Trust - Spectrum Advisors Preferred Fund Investor Class Shares 3
Hickory Asset Management, Inc. 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 3
VNYTX - VANGUARD NEW YORK TAX-FREE FUNDS - Vanguard New York Long-Term Tax-Exempt Fund Investor Shares 3
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 3
Madison Wealth Management 3
Oaktree Capital Group Holdings GP, LLC 3
Putnam ETF Trust - Putnam ESG Core Bond ETF - 3
Security National Bank Of Sioux City Iowa /ia/ 3
Antipodean Advisors LLC 3
Verde Capital Management 3
BELSX - RBB FUND, INC. - Boston Partners Emerging Markets Long/Short Fund Institutional Class 3
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 3
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 3
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A 3
Hubbell Strickland Wealth Management, LLC 3
Piedmont Capital Management, LLC/NC 3
BMVSX - BAIRD FUNDS INC - Baird Small/Mid Cap Value Fund Investor Class 3
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 3
Atlas Legacy Advisors, LLC 3
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 3
Fedenia Advisers LLC 3
Nierenberg Investment Management Company, Inc. 3
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 3
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 3
Fiduciary Management Inc /wi/ 3
RBB FUND, INC. - Aquarius International Fund 3
Bmt Investment Funds 3
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 3
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 3
WJ Interests, LLC 3
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 3
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 3
Dalton Investments LLC 3
Matterhorn Capital Management, LLC 3
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 3
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 3
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A 3
Elgethun Capital Management 3
CFIMX - Clipper Funds Trust - Clipper Funds Trust 3
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 3
TGEIX - TCW FUNDS INC - TCW Emerging Markets Income Fund I Class 3
Brickley Wealth Management 3
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 3
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 3
Autonomy Capital (Jersey) L.P. 3
Tygh Capital Management, Inc. 3
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 3
Strategic Point Investment Advisors, LLC 3
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 3
Central Asset Investments & Management Holdings (HK) Ltd 3
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 3
Inverness Counsel Llc /ny/ 3
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 3
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2025 Fund Class A 3
Rit Capital Partners Plc 3
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 3
MUNIX - MUTUAL FUND SERIES TRUST - AlphaCentric Municipal Opportunities Fund Class I 3
Tejara Capital Ltd 3
Merrion Investment Management Co, LLC 3
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 3
Beaconlight Capital, Llc 3
Cognios Beta Neutral Large Cap Fund, Lp 3
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 3
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 3
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 3
J. L. Bainbridge & Co., Inc. 3
Partners Wealth Management, Llc 3
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 3
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 3
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 3
Viawealth, Llc 3
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 3
Portland Financial Advisors Inc 3
BlackBarn Capital Partners LP 3
Kuhn & Co Investment Counsel 3
Waterstone Capital Management, L.P. 3
APDPX - ARTISAN PARTNERS FUNDS INC - Artisan Global Unconstrained Fund Advisor Shares 3
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund 3
AINAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO International Allocation Fund Class A 3
Tortuga Wealth Management, Inc 3
Five Oceans Advisors 3
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 3
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 3
Oracle Alpha Inc. 3
Sawyer & Company, Inc 3
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 3
CMAIX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Conservative Allocation Fund CLASS R5 3
Colrain Capital Llc 3
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 3
Trinity Financial Advisors LLC 3
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 3
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 3
Oak Point Wealth Management 3
Stonehage Fleming (uk) Ltd 3
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 3
Veridan Wealth LLC 3
M3 Wealth Management, LLC 3
Advantage Advisers Xanthus Fund, L.l.c. 3
Lipe & Dalton 3
Strategic Equity Management 3
Madison Strategic Sector Premium Fund 3
ADG Wealth Management Group, LLC 3
Secured Retirement Advisors, Llc 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 3
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF 3
AADAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Growth Allocation Fund Class A 3
Sherman Asset Management, Inc. 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 3
Nicola Wealth Management Ltd. 3
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 3
united american securities inc. (d/b/a uas asset management) 3
Bernicke Wealth Management, Ltd. 3
Nauset Wealth Management. LLC 3
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 3
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 3
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 3
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 3
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund 3
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 3
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 3
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 3
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 3
AdvicePeriod, LLC 3
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 3